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Marsh & McLennan Companies, Inc.

Institutional holders · 13F as of Dec 31, 2025

1,604 holders

HolderValueShares% of shares
Opal Wealth Advisors, LLC$228.9K1,2340.00%
CSS LLC/IL$230.0K1,2400.00%
Diversified Enterprises, LLC$231.0K1,2450.00%
Stonebridge Financial Group, LLC / MO$231.2K1,2460.00%
TOWNSQUARE CAPITAL LLC$231.7K1,2490.00%
FARMERS & MERCHANTS INVESTMENTS INC$231.9K1,3370.00%
Millstone Evans Group, LLC$232.3K1,2520.00%
TWIN FOCUS CAPITAL PARTNERS, LLC$232.5K1,2530.00%
Lewis Asset Management, LLC$232.8K1,2550.00%
CANADA LIFE ASSURANCE Co$232.9K1,337,3440.28%
YHB Investment Advisors, Inc.$233.0K1,2560.00%
COFG Advisors, LLC$233.8K1,2600.00%
OneAscent Family Office, LLC$233.9K1,2610.00%
GREAT LAKES ADVISORS, LLC$234.1K1,2620.00%
CAHABA WEALTH MANAGEMENT, INC.$234.4K1,2630.00%
HARBOUR INVESTMENTS, INC.$234.5K1,2640.00%
Kinloch Capital, LLC$234.7K1,2650.00%
Goldstein Advisors, LLC$234.7K1,2650.00%
Amplius Wealth Advisors, LLC$235.4K1,2690.00%
GC Wealth Management RIA, LLC$237.7K1,2810.00%
Cornerstone Wealth Management, LLC$238.5K1,2860.00%
Ancora Advisors LLC$240.1K1,2940.00%
Sterling Group Wealth Management, LLC$241.5K1,3020.00%
Modern Wealth Management, LLC$241.8K1,3030.00%
MATHER GROUP, LLC.$242.1K1,3050.00%
EARNED WEALTH ADVISORS, LLC$242.4K1,3060.00%
Proficio Capital Partners LLC$242.5K1,3070.00%
NIPPON LIFE INSURANCE CO$243.3K1,311,3500.27%
Intellectus Partners, LLC$243.6K1,3130.00%
Stronghold Wealth Management L.L.C.$244.3K1,3170.00%
OLD NATIONAL BANCORP /IN$244.7K1,3190.00%
ACORN CREEK CAPITAL LLC$244.9K1,3200.00%
QTR Family Wealth, LLC$244.9K1,3970.00%
Gerber Kawasaki Wealth & Investment Management$245.3K1,3220.00%
BLALOCK WILLIAMS, LLC$245.5K1,3240.00%
FULTON BREAKEFIELD BROENNIMAN LLC$245.8K1,4170.00%
RFG Advisory, LLC$246.4K1,3280.00%
Avidian Wealth Enterprises, LLC$246.7K1,3300.00%
Parkside Financial Bank & Trust$246.7K1,3300.00%
SAPIENT CAPITAL LLC$247.9K1,3230.00%
Outlook Wealth Advisors, LLC$248.4K1,3390.00%
River Road Asset Management, LLC$249.2K1,4370.00%
Busey Bank$249.7K1,3460.00%
Koshinski Asset Management, Inc.$250.6K1,3510.00%
Global Endowment Management, LP$251.0K1,3520.00%
CYBER HORNET ETFs LLC$253.8K1,3680.00%
Legacy Advisory Services, LLC$253.8K1,3680.00%
Bank of New Hampshire$254.2K1,3700.00%
Essex Bank$254.3K1,3710.00%
Continuum Advisory, LLC$255.8K1,3790.00%
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