MRSH — Marsh & McLennan Cos Inc Institutional Holders · Q3 2026

Name: Who Owns MRSH? 62 Institutions Hold $111M (Q3 2026)
Creator: ko.io

Who owns Marsh & McLennan Cos Inc (MRSH)? 62 institutions reported holding $111.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avity Investment Management Inc. ($42.6M), Mn Services Vermogensbeheer B.V. ($24.0M), Schaper Benz & Wise Investment Counsel Inc ($5.4M).

Rank	Institution	Value	Shares	Change
1	AVITY INVESTMENT MANAGEMENT INC.	$42.6M	249,522	Added
2	Mn Services Vermogensbeheer B.V.	$24.0M	140,377	Hold
3	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$5.4M	31,750	Added
4	BONNESS ENTERPRISES INC	$4.3M	25,300	Hold
5	Stokes Capital Advisors, LLC	$3.7M	21,411	Trimmed
6	Bell Asset Management Ltd	$2.8M	16,241	Trimmed
7	CONGRESS ASSET MANAGEMENT CO	$2.1M	12,091	Added
8	GAMMA Investing LLC	$1.7M	9,912	Added
9	MOODY NATIONAL BANK TRUST DIVISION	$1.6M	9,530	Added
10	Farther Finance Advisors, LLC	$1.6M	9,480	Added
11	Ridgewood Investments LLC	$1.4M	8,488	Hold
12	Wedmont Private Capital	$1.4M	8,054	Added
13	CX Institutional	$1.4M	8,134	Trimmed
14	Venture Visionary Partners LLC	$1.3M	7,400	Trimmed
15	Valeo Financial Advisors, LLC	$1.1M	6,494	Added
16	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.1M	6,188	Trimmed
17	Exchange Bank	$1.1M	6,164	Hold
18	Douglas Lane & Associates, LLC	$1.0M	6,087	Added
19	CANANDAIGUA NATIONAL BANK & TRUST CO	$1.0M	5,872	Added
20	NEVILLE RODIE & SHAW INC	$944,000	5,530	Hold
21	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$720,993	4,223	Trimmed
22	Legacy Wealth Asset Management, LLC	$619,921	3,631	Trimmed
23	VISTA INVESTMENT PARTNERS LLC	$614,628	3,600	Hold
24	Canandaigua National Trust Co of Florida	$595,506	3,488	New
25	ROCKLAND TRUST CO	$566,653	3,319	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30