Marsh & McLennan Companies, Inc.· MRSH

🇺🇸 US · LargeSP500NYSE

Financial Services Insurance - Brokers Website

Price: $172.72
Day: -1.31%
Mkt Cap: $82.42B
52W Range: $156.60 – $207.83
Volume: 2.32M
Beta: 0.58

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,527 institutions hold; 627 added, 661 reduced
Insiders Q3 2026: no purchases, 6 sales ($8.2M)

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Marsh & McLennan Companies, Inc.

MRSH|Financial Services|Insurance - Brokers

Current price: $173

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.2x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

6 sellers

vs 2.8 avg per quarter

Institutional net breadth · Q2 2026

-84

767 adding vs 851 reducing

Institutional ownership · Q2 2026

91.6%

1,527 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

39.5M

-5.7%

VANGUARD CAPITAL MANAGEMENT LLC

31.5M

+0.4%

STATE STREET CORP

22.4M

+1.9%

CAPITAL WORLD INVESTORS

18.1M

+1.3%

WELLINGTON MANAGEMENT GROUP LLP

17.0M

-1.9%

CAPITAL INTERNATIONAL INVESTORS

15.7M

+0.5%

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

0 buying8 unchanged2 selling

10 funds held MRSH in Q3 2026, holding 2.5M shares between them, down 0.3% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.0M sh

ETF Series Solutions148.0K sh

Listed Funds Trust132.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Mar 12

Studer Nicholas Mark

$11.4M

Sale · Mar 3

Doyle John Q

$5.0M

Sale · Jun 2

Doyle John Q

$4.9M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore MRSH on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MRSH Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for MRSH

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

6 sales totaling $8.2M (44.2K shares)

Share volume is at a routine pace (1.2x average)

6 different insiders sold this quarter

Buying seen in 1 of 15 quarters

1.2x

Selling pace

quarter in progress, filings still arriving

6.11%

Stake sold

of active insiders' holdings

6 sellers

Seller breadth

vs 2.3 avg per quarter

Q3 2025

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, MRSH

Top 8 highest-value insider trades from the last 8 quarters

Studer Nicholas Mark

President and CEO of Owg

Sell

49,390 shares at $230.16

≈63.5% of their stake at the time

Mar 12, 2025$11.37M

Doyle John Q

CEO

Sell

21,080 shares at $237.05

≈19.4% of their stake at the time

Mar 3, 2025$5.00M

Doyle John Q

CEO

Sell

21,080 shares at $232.05

≈19.4% of their stake at the time

Jun 2, 2025$4.89M

Doyle John Q

CEO

Sell

21,079 shares at $205.65

≈19.4% of their stake at the time

Sep 2, 2025$4.33M

Doyle John Q

CEO

Sell

21,079 shares at $182.22

≈19.4% of their stake at the time

Dec 1, 2025$3.84M

Doyle John Q

CEO

Sell

16,656 shares at $188.51

≈12.5% of their stake at the time

Sep 2, 2026$3.14M

Doyle John Q

CEO

Sell

16,655 shares at $183.30

≈12.5% of their stake at the time

Mar 4, 2026$3.05M

South Martin

President & CEO, Marsh

Sell

11,856 shares at $239.47

≈28.5% of their stake at the time

Mar 4, 2025$2.84M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for MRSH

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

91.6% institutional ownership

Balanced activity: 767 adding vs 851 reducing

13F shares increased by 0.6%, a modest change

Momentum weakening from prior quarter

-84

Net breadth

767 adding vs 851 reducing

Balanced

0.90

Add / reduce ratio

in Q2 2026

-50

New − closed

140 initiated, 190 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+767 growing-851 shrinkingNet: -84

140

627

661

190

New (140)

Increased (627)

Reduced (661)

Closed (190)

Top Institutional Holders, MRSH

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

39.5M

$6.6B

Ownership

8.20%

-5.7%

VANGUARD CAPITAL MANAGEMENT LLC

31.5M

$5.2B

Ownership

6.53%

+0.4%

STATE STREET CORP

22.4M

$3.7B

Ownership

4.65%

+1.9%

CAPITAL WORLD INVESTORS

18.1M

$3.0B

Ownership

3.76%

+1.3%

WELLINGTON MANAGEMENT GROUP LLP

17.0M

$2.8B

Ownership

3.52%

-1.9%

CAPITAL INTERNATIONAL INVESTORS

15.7M

$2.6B

Ownership

3.26%

+0.5%

GEODE CAPITAL MANAGEMENT, LLC

13.5M

$2.3B

Ownership

2.80%

+1.2%

PRICE T ROWE ASSOCIATES INC /MD/

13.4M

$2.2B

Ownership

2.79%

+22.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 10 ETFs and mutual funds reporting

0 buying2 sellingNet: -2

Buying (0)

Unchanged (8)

Selling (2)

In total, funds bought 0 shares and sold 7.6K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q3 2026

10 ETFs and mutual funds reporting

2 funds selling vs 0 buying

Top Fund Holders, MRSH

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.0M

Weight

9.99%

Jul 31, 2026No change

ETF Series Solutions

148.0K

Weight

—

Jul 31, 2026No change

Listed Funds Trust

132.0K

Weight

—

Jul 31, 2026No change

MADISON FUNDS

84.3K

Weight

1.74%

Jul 31, 2026Decreased

GLENMEDE FUND INC

66.6K

Weight

4.05%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

43.6K

Weight

0.01%

Jul 31, 2026Decreased

Tidal ETF Trust

18.1K

Weight

0.08%

Jul 31, 2026No change

LAZARD FUNDS INC

12.5K

Weight

0.02%

Jun 30, 2026Increased

Marsh & McLennan Companies, Inc.· MRSH

Holdings Analysis

Insider Trading Activity

1.3Transaction History98Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings101Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History98Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings101Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights