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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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MRSH

MRSH — Institutional Investor Activity

Marsh & Mclennan Cos

-$1.9B

Net Activity

Data as of: 2026-03-31

Institutions Holding

1532

Popularity Rank

#218

Avg Weight

0.19%

Total Value

$75.7B

Ownership Trend

1532 institutions currently hold MRSH, with 726 net buyers and 738 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

738

Net Buying Institutions

726

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$7.3B
VC
Vanguard Capital Management LLC
$5.5B
SS
State Street CORP
$3.8B
CW
Capital World Investors
$3.1B
WM
Wellington Management Group LLP
$3.0B

Top 5 by Conviction

NI
Navera Investment Management Ltd.
7.44%
MI
Mawer Investment Management Ltd.
3.90%
L&
London & Capital Asset Management Ltd
3.82%
NO
Ninety One UK Ltd
1.62%
AP
Artisan Partners Limited Partnership
1.36%
View all 1532 holding institutions

Across its top 20 institutional holders, MRSH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$48.1B

Total Buy Value

$28.7B

Total Sell Value

New buy117
Trim573
Add609
Sold out165

726

Net Buyers

738

Net Sellers

Game Theory Scenarios

Neutral— Wait & Watch

Mixed signals from institutions and insiders, MRSH neutral

Signal Basis

Institutional net flow was negative at -$1.93B, with 726 net buyers vs 738 net sellers—a slight net selling bias. Insider activity is minimal: only one sell (~$2.1M) by the President & CEO in the last 30 days, with zero buys. No cluster alert or smart money convergence. Neither side provides a decisive directional signal.

Confirmation

A clear shift—such as institutional net accumulation or multiple insider buys—would turn bullish; accelerated insider selling combined with continued institutional outflows would turn bearish.

Invalidation Risk

Low data volume: a single insider trade may be noisy, and institutional shifts are marginal, raising the risk of false signals.

Generated by AI directly from institutional holders' Form 13F data on SEC EDGAR, reflecting past activity only. Not investment advice — do not base trading decisions on this alone; verify against the source filings below.

See the institutional 13F filings behind this signal

Smart Money Convergence

MRSH does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/MRSH

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Mar 26
BuySell
ActionInsiderTitleDateValue
SellLloyd M YatesDirector and President & CEO2026-07-23$2.11M
SellJones John JudeChief Marketing Officer2026-03-11$410K
SellDoyle John QPresident and CEO2026-03-04$3.05M
SellStuder Nicholas MarkPresident and CEO of OWG2026-03-03$706K
View all insider trades →

Form 144 Pre-Sale Notices

1

Filings (90d)

$2.11M

Total Est. Value

12K shares

Planned Shares

Last Filed 2026-07-23
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Yates Lloyd MDirector2026-07-2312K shares$2.11M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-21
2026-07-21

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

571748102

FAQ

Who are the top institutional investors holding MARSH & MCLENNAN COS (MRSH)?
Major stakeholders currently include BlackRock, Inc. ($7.3B), Vanguard Capital Management LLC ($5.5B), State Street CORP ($3.8B). Based on the latest 13F filings, there are a total of 1532 tracked investment funds and institutions maintaining positions in MRSH.
What is the overall institutional sentiment toward MRSH recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.9B, driven by 726 managers accumulating shares while 738 reduced their exposure.
Which institutions have been selling or reducing their MRSH positions?
In the latest period, 573 funds trimmed their holdings, and 165 managers completely exited their positions. The aggregate reported sell value was $28.7B.
Are there any notable investors adding MRSH to their portfolios?
Yes, buying activity remains notable. 117 institutions opened new positions in {ticker}, and 609 existing holders added to their shares. The total reported buy value for the quarter amounted to $48.1B.

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Developer Access

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REST API

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CLI

npx alphasmo stocks get MRSH
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