Companies / MARSH & MCLENNAN COMPANIES, INC. / Institutional holders
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Marsh & McLennan Companies, Inc.

Institutional holders · 13F as of Dec 31, 2025

1,604 holders

HolderValueShares% of shares
Atala Financial Inc$205.1K1,2810.00%
COURIER CAPITAL LLC$206.4K1,1900.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$207.6K1,1970.00%
Douglass Winthrop Advisors, LLC$208.1K1,2000.00%
Perpetual Ltd$208.2K1,1220.00%
KINGSWOOD WEALTH ADVISORS, LLC$208.9K1,1260.00%
ANGELES WEALTH MANAGEMENT, LLC$208.9K1,1260.00%
BIP Wealth, LLC$209.0K1,1270.00%
Grove Bank & Trust$210.0K1,1320.00%
Focused Wealth Management, Inc$210.6K1,2640.00%
WESBANCO BANK INC$210.8K1,1360.00%
WADDELL & ASSOCIATES, LLC$211.3K1,1390.00%
Sound View Wealth Advisors Group, LLC$211.3K1,1390.00%
NORRIS PERNE & FRENCH LLP/MI$211.6K1,2200.00%
Cornerstone Wealth Group, LLC$213.2K1,1490.00%
Fi3 FINANCIAL ADVISORS, LLC$214.0K1,1530.00%
Interchange Capital Partners, LLC$214.3K1,1550.00%
True North Advisors, LLC$214.3K1,1550.00%
Avestar Capital, LLC$214.8K1,1580.00%
Paragon Private Wealth Management, LLC$215.7K1,1620.00%
Palumbo Wealth Management LLC$216.0K1,1640.00%
Ariadne Wealth Management, LP$216.1K1,2470.00%
Ariston Services Group$216.7K1,1680.00%
WOODWARD DIVERSIFIED CAPITAL, LLC$217.3K1,1710.00%
Westover Capital Advisors, LLC$217.8K1,1740.00%
Benchmark Financial Wealth Advisors, LLC$218.0K1,1750.00%
Prosperity Financial Group, Inc.$218.2K1,1760.00%
Golden State Equity Partners$218.2K1,1760.00%
Tyche Wealth Partners LLC$218.3K1,1770.00%
Braun-Bostich & Associates Inc.$218.9K1,1800.00%
EVERETT HARRIS & CO /CA$219.4K1,2650.00%
Northside Capital Management, LLC$219.8K1,1850.00%
PARTHENON LLC$220.1K1,2690.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$220.6K1,2720.00%
Rossmore Private Capital$221.3K1,1930.00%
NICHOLS & PRATT ADVISERS LLP /MA$221.5K1,2770.00%
Pointe Capital Management LLC$222.1K1,1970.00%
AdvisorNet Financial, Inc$222.3K1,1980.00%
Haverford Trust Co$222.4K1,1990.00%
PATTON FUND MANAGEMENT, INC.$222.6K1,2000.00%
Diligent Investors, LLC$222.6K1,2000.00%
Granite FO LLC$222.6K1,2000.00%
Pathway Financial Advisors LLC$222.6K1,2000.00%
Kovack Advisors, Inc.$223.1K1,2020.00%
Pursuit Wealth Management LLC$224.6K1,2100.00%
New England Professional Planning Group Inc.$224.7K1,2110.00%
RICE HALL JAMES & ASSOCIATES, LLC$225.0K1,3500.00%
Mairs and Power, Inc.$225.5K1,3000.00%
Stratos Wealth Advisors, LLC$226.3K1,2190.00%
Duncan Williams Asset Management, LLC$228.4K1,2040.00%
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