Filing Research | MRSH - Marsh & McLennan Cos Inc Institutional Holdings

Snapshot holdings

50 / 404 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	4.0MSH	$661.9M
2	Rathbones Group PLC	Shares	1.7MSH	$288.8M
3	Swedbank AB	Shares	1.3MSH	$216.9M
4	Robeco Institutional Asset Management B.V.	Shares	906.9KSH	$151.1M
5	Assenagon Asset Management S.A.	Shares	654.4KSH	$109.1M
6	DAVENPORT & Co LLC	Shares	612.0KSH	$102.0M
7	JOHNSON INVESTMENT COUNSEL INC	Shares	478.0KSH	$79.7M
8	Munich Reinsurance Co Stock Corp in Munich	Shares	460.6KSH	$76.8M
9	Birch Hill Investment Advisors LLC	Shares	410.2KSH	$68.4M
10	SCHARF INVESTMENTS, LLC	Shares	344.4KSH	$57.4M
11	Ninety One North America, Inc.	Shares	298.8KSH	$49.8M
12	Quilter Plc	Shares	253.7KSH	$42.3M
13	AVITY INVESTMENT MANAGEMENT INC.	Shares	210.7KSH	$35.1M
14	ABN AMRO INVESTMENT SOLUTIONS	Shares	188.9KSH	$31.5M
15	Sarasin & Partners LLP	Shares	161.9KSH	$27.0M
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	140.3KSH	$23.4M
17	Czech National Bank	Shares	137.1KSH	$22.9M
18	BANQUE PICTET & CIE SA	Shares	126.9KSH	$21.1M
19	Bank Pictet & Cie (Europe) AG	Shares	112.7KSH	$18.8M
20	Boston Trust Walden Corp	Shares	111.3KSH	$18.5M
21	IFM Investors Pty Ltd	Shares	106.6KSH	$17.8M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	106.4KSH	$17.7M
23	Mirae Asset Global Investments Co., Ltd.	Shares	102.8KSH	$17.1M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	96.1KSH	$16.7M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	100.3KSH	$16.7M
26	Segment Wealth Management, LLC	Shares	85.9KSH	$14.3M
27	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	82.9KSH	$13.8M
28	FACTORY MUTUAL INSURANCE CO	Shares	78.6KSH	$13.1M
29	Police & Firemen's Retirement System of New Jersey	Shares	72.0KSH	$12.0M
30	MCRAE CAPITAL MANAGEMENT INC	Shares	68.5KSH	$11.4M
31	Apollon Wealth Management, LLC	Shares	61.2KSH	$10.2M
32	Diversified Trust Co	Shares	58.0KSH	$9.7M
33	First American Bank	Shares	57.5KSH	$9.6M
34	ASR Vermogensbeheer N.V.	Shares	57.2KSH	$9.5M
35	Mediolanum International Funds Ltd	Shares	52.5KSH	$8.7M
36	Y-Intercept (Hong Kong) Ltd	Shares	50.4KSH	$8.4M
37	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	50.3KSH	$8.4M
38	Avanza Fonder AB	Shares	43.8KSH	$7.3M
39	Union Bancaire Privee, UBP SA	Shares	23.9KSH	$7.1M
40	Franklin, Parlapiano, Turner & Welch, LLC	Shares	41.5KSH	$6.9M
41	BENJAMIN EDWARDS INC	Shares	40.0KSH	$6.7M
42	BUILDER INVESTMENT GROUP INC /ADV	Shares	38.5KSH	$6.4M
43	BENNETT SELBY INVESTMENTS LP	Shares	35.9KSH	$6.0M
44	Ipswich Investment Management Co., Inc.	Shares	32.1KSH	$5.3M
45	ABC ARBITRAGE SA	Shares	31.7KSH	$5.3M
46	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	31.3KSH	$5.2M
47	Aurdan Capital Management, LLC	Shares	31.3KSH	$5.2M
48	Canada Post Corp Registered Pension Plan	Shares	30.8KSH	$5.1M
49	MIZUHO SECURITIES USA LLC	Shares	29.3KSH	$5.1M
50	Cyndeo Wealth Partners, LLC	Shares	30.4KSH	$5.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 451 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+497.2K	+$81.8M	$109.1M
2	Robeco Institutional Asset Management B.V. added	Shares	+301.6K	+$46.2M	$151.1M
3	Swedbank AB added	Shares	+196.2K	+$25.2M	$216.9M
4	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+76.6K	+$12.7M	$13.8M
5	ABC ARBITRAGE SA added	Shares	+26.1K	+$4.3M	$5.3M
6	Diversified Trust Co added	Shares	+19.7K	+$3.0M	$9.7M
7	Y-Intercept (Hong Kong) Ltd added	Shares	+18.3K	+$2.8M	$8.4M
8	PKO Investment Management Joint-Stock Co new	Shares	+13.7K	+$2.3M	$2.3M
9	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+18.2K	+$2.2M	$23.4M
10	SIERRA SUMMIT ADVISORS LLC new	Shares	+8.7K	+$1.5M	$1.5M
11	Trust Point Inc. added	Shares	+6.7K	+$1.1M	$1.8M
12	ZWJ INVESTMENT COUNSEL INC new	Shares	+5.3K	+$882.9K	$882.9K
13	IFM Investors Pty Ltd added	Shares	+8.7K	+$793.7K	$17.8M
14	Red Door Wealth Management, LLC new	Shares	+4.4K	+$739.8K	$739.8K
15	Trust Asset Management LLC added	Shares	+5.3K	+$619.7K	$1.6M
16	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.0K	+$613.3K	$1.9M
17	Mediolanum International Funds Ltd added	Shares	+5.8K	+$599.3K	$8.7M
18	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.2K	+$568.7K	$4.0M
19	PFG Investments, LLC added	Shares	+3.0K	+$476.0K	$960.6K
20	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+2.9K	+$463.7K	$2.2M
21	Avanza Fonder AB added	Shares	+4.1K	+$413.0K	$7.3M
22	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+3.6K	+$406.6K	$5.2M
23	YHB Investment Advisors, Inc. new	Shares	+2.4K	+$393.7K	$393.7K
24	Revolve Wealth Partners, LLC new	Shares	+2.2K	+$372.0K	$372.0K
25	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.3K	+$346.6K	$1.5M
26	Baader Bank Aktiengesellschaft new	Shares	+2.0K	+$330.3K	$330.3K
27	Fideuram Asset Management (Ireland) dac added	Shares	+1.8K	+$305.1K	$412.9K
28	ASPIRIANT, LLC new	Shares	+1.7K	+$288.5K	$288.5K
29	J.W. COLE ADVISORS, INC. new	Shares	+1.6K	+$266.1K	$266.1K
30	Curated Wealth Partners LLC added	Shares	+74.3K	+$255.1K	$461.2K
31	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+1.5K	+$249.7K	$249.7K
32	FAMILY WEALTH PARTNERS, LLC new	Shares	+1.3K	+$219.3K	$219.3K
33	Financial Planning Hawaii, Inc. new	Shares	+1.3K	+$215.2K	$215.2K
34	Amplius Wealth Advisors, LLC new	Shares	+1.3K	+$215.0K	$215.0K
35	Brown Miller Wealth Management, LLC new	Shares	+1.2K	+$208.0K	$208.0K
36	Union Bancaire Privee, UBP SA added	Shares	+1.7K	+$206.7K	$7.1M
37	RFG Advisory, LLC new	Shares	+1.2K	+$203.2K	$203.2K
38	Platform Technology Partners new	Shares	+1.2K	+$202.4K	$202.4K
39	Mattern Wealth Management LLC new	Shares	+1.2K	+$200.0K	$200.0K
40	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+2.0K	+$195.3K	$3.7M
41	Apollon Wealth Management, LLC added	Shares	+3.2K	+$137.8K	$10.2M
42	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+935	+$118.6K	$1.1M
43	ARWA LLC added	Shares	+288	+$115.9K	$1.3M
44	MATAURO, LLC added	Shares	+730	+$109.0K	$432.4K
45	Broadway Wealth Solutions, Inc. added	Shares	+859	+$108.5K	$994.4K
46	Bison Wealth, LLC added	Shares	+343	+$104.5K	$560.8K
47	EASTERN BANK added	Shares	+664	+$99.8K	$378.2K
48	AdvisorNet Financial, Inc added	Shares	+606	+$95.4K	$239.5K
49	Versant Capital Management, Inc added	Shares	+567	+$85.4K	$317.2K
50	Tema ETFs LLC added	Shares	+870	+$82.9K	$1.7M

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