MRSH Institutional Ownership
Marsh & McLennan Companies, Inc.
1W: -0.3%
1M: +13.5%
3M: -3.5%
YTD: +5.0%
1Y: +2.2%
3Y: +4.8%
5Y: +22.8%
$190.67
-4.05 (-2.08%)
Weekly Expected Move ±3.4%
$184
$191
$198
$204
$211
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $497.8M held by 382 funds, 73 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — MRSH
1,680
Institutional Holders
-42 vs prior quarter
0.0%
Ownership
+0.00pp
$70B
Total Invested
144
New Positions
483
Increased
832
Reduced
168
Closed
1.20
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1676 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 39,502,046 | $7.5B | -2,559,630 | -6.1% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 31,472,575 | $6.0B | +4,901 | +0.0% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 22,401,676 | $4.3B | +330,731 | +1.5% | 46Q | SEC ↗ |
| 4 | Capital World Investors | 18,122,340 | $3.5B | +153,158 | +0.9% | 75Q | SEC ↗ |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 16,975,238 | $3.2B | -395,471 | -2.3% | 73Q | SEC ↗ |
| 6 | Capital International Investors | 15,729,457 | $3.0B | +15,604 | +0.1% | 56Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 13,510,274 | $2.6B | +106,102 | +0.8% | 92Q | SEC ↗ |
| 8 | PRICE T ROWE ASSOCIATES INC /MD | 13,438,662 | $2.6B | +2,462,376 | +22.4% | 16Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12,570,512 | $2.4B | +142,566 | +1.1% | 2Q | SEC ↗ |
| 10 | Capital Research Global Investors | 10,973,649 | $2.1B | -327,539 | -2.9% | 75Q | SEC ↗ |
| 11 | HARRIS ASSOCIATES L P | 8,687,496 | $1.7B | +3,518,377 | +68.1% | 2Q | SEC ↗ |
| 12 | Artisan Partners Limited Partnership | 7,269,246 | $1.4B | +2,393,389 | +49.1% | 60Q | SEC ↗ |
| 13 | FMR LLC | 6,954,123 | $1.3B | -3,226,582 | -31.7% | 110Q | SEC ↗ |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 6,507,415 | $1.2B | -1,692,894 | -20.6% | 29Q | SEC ↗ |
| 15 | MORGAN STANLEY | 6,314,085 | $1.2B | -159,907 | -2.5% | 60Q | SEC ↗ |
| 16 | NORGES BANK NEW | 6,255,525 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 5,535,138 | $1.1B | +46,601 | +0.8% | 16Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 4,888,165 | $932M | -76,914 | -1.5% | 110Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 4,730,329 | $902M | -1,363,063 | -22.4% | 103Q | SEC ↗ |
| 20 | Clearbridge Investments, LLC | 4,705,966 | $897M | -1,717,565 | -26.7% | 64Q | SEC ↗ |
| 21 | UBS AM, a distinct business unit of UB | 4,597,647 | $877M | -584,870 | -11.3% | 63Q | SEC ↗ |
| 22 | Invesco Ltd. | 4,305,773 | $821M | +420,995 | +10.8% | 87Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 4,228,626 | $806M | +555,667 | +15.1% | 15Q | SEC ↗ |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 4,170,110 | $795M | +715,524 | +20.7% | 7Q | SEC ↗ |
| 25 | DEUTSCHE BANK AG | 4,113,644 | $784M | +409,470 | +11.1% | 52Q | SEC ↗ |
| 26 | Ninety One UK Ltd | 3,971,522 | $757M | -57,620 | -1.4% | 55Q | SEC ↗ |
| 27 | AMERICAN CENTURY COMPANIES INC | 3,877,741 | $739M | -356,586 | -8.4% | 15Q | SEC ↗ |
| 28 | EdgePoint Investment Group Inc. NEW | 3,820,196 | $728M | — | +0.0% | 1Q | SEC ↗ |
| 29 | UBS Group AG | 3,603,522 | $687M | -1,117,569 | -23.7% | 47Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 3,455,003 | $659M | -1,484,611 | -30.1% | 15Q | SEC ↗ |
| 31 | Nuveen, LLC | 3,451,900 | $658M | -715,587 | -17.2% | 6Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 3,194,567 | $609M | -59,454 | -1.8% | 76Q | SEC ↗ |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,072,405 | $586M | +39,257 | +1.3% | 15Q | SEC ↗ |
| 34 | Sixth Street Partners Management Compa NEW | 3,072,405 | $586M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Amundi | 2,884,376 | $550M | +585,543 | +25.5% | 21Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 2,813,877 | $537M | -502,702 | -15.2% | 69Q | SEC ↗ |
| 37 | Legal & General Group Plc | 2,793,483 | $533M | -272,701 | -8.9% | 27Q | SEC ↗ |
| 38 | VANGUARD FIDUCIARY TRUST CO | 2,705,812 | $516M | -27,948 | -1.0% | 2Q | SEC ↗ |
| 39 | AQR CAPITAL MANAGEMENT LLC | 2,607,451 | $497M | -1,066,536 | -29.0% | 63Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 2,510,228 | $479M | -68,780 | -2.7% | 110Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 2,212,398 | $422M | -94,963 | -4.1% | 49Q | SEC ↗ |
| 42 | PRIMECAP MANAGEMENT CO/CA | 2,145,025 | $409M | +1,427,525 | +199.0% | 15Q | SEC ↗ |
| 43 | W1M Asset Management Ltd | 2,090,489 | $399M | +66,737 | +3.3% | 6Q | SEC ↗ |
| 44 | ALLIANCEBERNSTEIN L.P. | 2,061,247 | $393M | +79,965 | +4.0% | 63Q | SEC ↗ |
| 45 | PARNASSUS INVESTMENTS, LLC | 2,047,623 | $390M | -162,816 | -7.4% | 17Q | SEC ↗ |
| 46 | DIMENSIONAL FUND ADVISORS LP | 2,022,672 | $386M | -11,261 | -0.6% | 102Q | SEC ↗ |
| 47 | Mawer Investment Management Ltd. | 1,871,159 | $357M | -1,604,431 | -46.2% | 59Q | SEC ↗ |
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,867,077 | $356M | +294,130 | +18.7% | 110Q | SEC ↗ |
| 49 | Rathbones Group PLC | 1,733,034 | $330M | +376,062 | +27.7% | 83Q | SEC ↗ |
| 50 | CANADA PENSION PLAN INVESTMENT BOARD | 1,605,850 | $306M | +796,211 | +98.3% | 63Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 6,255,525 | $1.2B |
| EdgePoint Investment Group Inc. | 3,820,196 | $728M |
| Sixth Street Partners Management Co | 3,072,405 | $586M |
| National Pension Service | 1,128,564 | $215M |
| Boston Partners | 457,791 | $87M |
| Focused Investors LLC | 404,300 | $77M |
| Black Creek Investment Management I | 384,597 | $73M |
| Jupiter Topco LLC | 202,645 | $39M |
| Nykredit A/S | 153,775 | $29M |
| TUDOR INVESTMENT CORP ET AL | 75,646 | $14M |
| Sone Capital Management, LLC | 65,402 | $12M |
| Trexquant Investment LP | 63,514 | $12M |
| OSSIAM | 61,641 | $12M |
| Quantbot Technologies LP | 58,448 | $11M |
| Alyeska Investment Group, L.P. | 57,212 | $11M |
| ALGEBRIS (UK) LTD | 47,996 | $9M |
| Interval Partners, LP | 47,762 | $9M |
| CAPITAL MANAGEMENT CORP /VA | 40,346 | $8M |
| Altrius Capital Management Inc | 33,756 | $6M |
| Campbell & CO Investment Adviser LL | 33,613 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Longview Partners (Guernsey) LTD | 810,308 | $155M |
| RENAISSANCE TECHNOLOGIES LLC | 365,500 | $70M |
| AKO CAPITAL LLP | 261,527 | $50M |
| Holocene Advisors, LP | 203,290 | $39M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 119,171 | $23M |
| LBP AM SA | 64,771 | $12M |
| Strategic Wealth Investment Group, | 54,575 | $10M |
| Quadrature Capital Ltd | 47,026 | $9M |
| Blue Sparrow, LLC /DE | 30,770 | $6M |
| Sivia Capital Partners, LLC | 21,902 | $4M |
| YACKTMAN ASSET MANAGEMENT LP | 19,380 | $4M |
| CAPITAL INTERNATIONAL LTD /CA | 17,485 | $3M |
| NEW VERNON INVESTMENT MANAGEMENT LL | 17,221 | $3M |
| VIKING FUND MANAGEMENT LLC | 17,000 | $3M |
| TWO SIGMA SECURITIES, LLC | 11,574 | $2M |
| Tower View Wealth Management LLC | 9,981 | $2M |
| PICTET BANK & TRUST Ltd | 9,054 | $2M |
| MITCHELL SINKLER & STARR/PA | 8,811 | $2M |
| STANCE CAPITAL LLC | 8,022 | $2M |
| CITIZENS & NORTHERN CORP | 6,340 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HARRIS ASSOCIATES L P | +3,518,377 | +68.1% | 8,687,496 |
| PRICE T ROWE ASSOCIATES INC /MD | +2,462,376 | +22.4% | 13,438,662 |
| Artisan Partners Limited Partnershi | +2,393,389 | +49.1% | 7,269,246 |
| PRIMECAP MANAGEMENT CO/CA | +1,427,525 | +199.0% | 2,145,025 |
| CANADA PENSION PLAN INVESTMENT BOAR | +796,211 | +98.3% | 1,605,850 |
| Beutel, Goodman & Co Ltd. | +794,120 | +101.8% | 1,573,890 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +715,524 | +20.7% | 4,170,110 |
| Amundi | +585,543 | +25.5% | 2,884,376 |
| GOLDMAN SACHS GROUP INC | +555,667 | +15.1% | 4,228,626 |
| Assenagon Asset Management S.A. | +497,177 | +316.2% | 654,434 |
| JENNISON ASSOCIATES LLC | +460,679 | +207.0% | 683,273 |
| MARSHALL WACE, LLP | +438,346 | +72.4% | 1,043,399 |
| Invesco Ltd. | +420,995 | +10.8% | 4,305,773 |
| DEUTSCHE BANK AG | +409,470 | +11.1% | 4,113,644 |
| Rathbones Group PLC | +376,062 | +27.7% | 1,733,034 |
| STATE STREET CORP | +330,731 | +1.5% | 22,401,676 |
| Robeco Institutional Asset Manageme | +301,560 | +49.8% | 906,861 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +294,130 | +18.7% | 1,867,077 |
| Caisse de depot et placement du Que | +271,829 | +38.2% | 982,538 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +238,790 | +21.9% | 1,330,728 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -3,226,582 | -31.7% | 6,954,123 |
| BlackRock, Inc. | -2,559,630 | -6.1% | 39,502,046 |
| Clearbridge Investments, LLC | -1,717,565 | -26.7% | 4,705,966 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -1,692,894 | -20.6% | 6,507,415 |
| Mawer Investment Management Ltd. | -1,604,431 | -46.2% | 1,871,159 |
| BANK OF AMERICA CORP /DE | -1,484,611 | -30.1% | 3,455,003 |
| JPMORGAN CHASE & CO | -1,363,063 | -22.4% | 4,730,329 |
| UBS Group AG | -1,117,569 | -23.7% | 3,603,522 |
| BNP PARIBAS FINANCIAL MARKETS | -1,068,613 | -41.6% | 1,497,934 |
| AQR CAPITAL MANAGEMENT LLC | -1,066,536 | -29.0% | 2,607,451 |
| D. E. Shaw & Co., Inc. | -889,934 | -51.5% | 839,616 |
| Nuveen, LLC | -715,587 | -17.2% | 3,451,900 |
| UBS AM, a distinct business unit of | -584,870 | -11.3% | 4,597,647 |
| ASSETMARK, INC | -564,086 | -89.7% | 64,600 |
| SG Americas Securities, LLC | -551,940 | -85.6% | 92,764 |
| ROYAL BANK OF CANADA | -502,702 | -15.2% | 2,813,877 |
| TWO SIGMA INVESTMENTS, LP | -474,356 | -70.1% | 202,263 |
| WELLINGTON MANAGEMENT GROUP LLP | -395,471 | -2.3% | 16,975,238 |
| BARCLAYS PLC | -392,545 | -28.5% | 982,810 |
| AMERICAN CENTURY COMPANIES INC | -356,586 | -8.4% | 3,877,741 |