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Who Owns Marsh & McLennan Companies Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Marsh & McLennan Companies Inc.

Who crossed 5% of MRSH →
Managers holding
55
as of 2026-09-30
Reported value
$109.2M
summed across filings
Shares held
639.3K
Added vs trimmed
19 / 18
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
AVITY INVESTMENT MANAGEMENT INC.COM249.5K shadded$42.6M
Mn Services Vermogensbeheer B.V.COM140.4K shheld$24M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock31.8K shadded$5.4M
BONNESS ENTERPRISES INCCOM25.3K shheld$4.3M
Stokes Capital Advisors, LLCCOM21.4K shtrimmed$3.7M
Bell Asset Management LtdCOM16.2K shtrimmed$2.8M
CONGRESS ASSET MANAGEMENT COCOM12.1K shadded$2.1M
GAMMA Investing LLCCommon Stock9.9K shadded$1.7M
MOODY NATIONAL BANK TRUST DIVISIONCOM9.5K shadded$1.6M
Farther Finance Advisors, LLCStock9.5K shadded$1.6M
Ridgewood Investments LLCCOM8.5K shheld$1.4M
Wedmont Private CapitalCOM8.1K shadded$1.4M
Venture Visionary Partners LLCCOM7.4K shtrimmed$1.3M
Valeo Financial Advisors, LLCStock6.5K shadded$1.1M
BAKER TILLY WEALTH MANAGEMENT, LLCCOM6.2K shtrimmed$1.1M
Exchange BankCOMMON STOCK6.2K shheld$1.1M
Douglas Lane & Associates, LLCCOMMON6.1K shadded$1M
CANANDAIGUA NATIONAL BANK & TRUST COCom5.9K shadded$1M
NEVILLE RODIE & SHAW INCCOM5.5K shheld$944K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM4.2K shtrimmed$721K
Legacy Wealth Asset Management, LLCCOM3.6K shtrimmed$619.9K
VISTA INVESTMENT PARTNERS LLCCOM3.6K shheld$614.6K
Canandaigua National Trust Co of FloridaCom3.5K sh—$595.5K
ROCKLAND TRUST COCOM3.3K shtrimmed$566.7K
WALLER FINANCIAL PLANNING GROUP, INCCOM3.3K shadded$564.7K
Bill Few Associates, Inc.COM3.1K shadded$531K
RIVERSEDGE ADVISORS, LLCCOM3.1K shadded$530.3K
Shira Ridge Wealth ManagementCOM2.7K shheld$456.4K
Grove Bank & TrustCOM2.3K shtrimmed$399.5K
EASTERN BANKCOM2.3K shheld$387.4K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2.2K shtrimmed$381.2K
YHB Investment Advisors, Inc.COM2.2K shtrimmed$371.9K
LAWOOD & COCommon Stock1.9K shtrimmed$322.5K
Avidian Wealth Enterprises, LLCCOM1.8K shadded$312K
ACIMA PRIVATE WEALTH, LLCStock1.7K shtrimmed$292.3K
HALL LAURIE J TRUSTEEEquities1.6K shheld$274.9K
LifeGoal Investments, LLCCOM1.6K shtrimmed$269.1K
Bank of New HampshireCOM1.4K shheld$233.9K
Breakwater Capital GroupCOM1.3K shtrimmed$224.2K
Rosenberg Matthew HamiltonStock903 shadded$154.2K
Wealth Enhancement Trust Services, Inc.COM547 shtrimmed$93.4K
ELEVATION WEALTH PARTNERS, LLCCOM533 shadded$91K
CoreCap Advisors, LLCStock269 shadded$45.9K
TOMPKINS FINANCIAL CORPCOM56 shtrimmed$9.6K
Investors Research CorpCOM45 shheld$7.7K
AMERICAN NATIONAL BANK & TRUSTCOM45 shtrimmed$7.7K
ATWOOD & PALMER INCCOM42 shheld$7.2K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM40 sh—$6.8K
Bullock Wealth Management GroupStock39 shheld$6.7K
Marquette Asset Management, LLCCOM36 shtrimmed$6.1K
GILPIN WEALTH MANAGEMENT, LLCCOM33 sh—$5.6K
Davis Capital ManagementStock30 shadded$5.1K
TOTH FINANCIAL ADVISORY CORPCOM28 shadded$4.8K
Pacifica Partners Inc.COM20 shheld$3.4K
Trust CoStock1 shheld$171

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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