$MRSH is held by 29 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.28%, with an average of 0.18% of portfolio. Largest holder: Bradley Foster & Sargent INC at 1.28%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
MARSH & MCLENNAN COS INC
13F holders
1,510
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,510 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
—
—
02
Renaissancere Holdings Ltd.
—
—
03
Axa S.a.
—
—
04
State Street
—
—
05
Banyan Capital Management, Inc.
—
—
06
Deutsche Bank AG
—
—
07
Bank of Nova Scotia Trust Co.
—
—
08
Envestnet Asset Management Inc.
—
—
09
First Financial Corp.
—
—
10
Poplar Forest Capital LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
29 holders · Q1 202601
Bradley Foster & Sargent INC
1.28% NEW
α +11.1pts
02
Voloridge Investment Management, LLC
0.76% held
α +15.5pts
03
Wellington Management Group LLP
0.56% held
α +10.5pts
04
Choate Investment Advisors
0.41% NEW
α +13.8pts
05
Banque Pictet & Cie SA
0.33% NEW
α +10.3pts
06
Bolthouse Investments, LLC
0.23% NEW
α +13.6pts
07
Svb Wealth LLC
0.21% held
α +29.6pts
08
Beverly Hills Private Wealth, LLC
0.19% NEW
α +10.4pts
09
Merrion Investment Management Co, LLC
0.19% held
α +16.0pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.19% NEW
α +27.5pts
11
Banco Santander, S.A.
0.17% held
α +12.6pts
12
Nisa Investment Advisors, LLC
0.11% NEW
α +16.6pts
13
New England Professional Planning Group Inc.
0.09% held
α +25.4pts
14
Venture Visionary Partners LLC
0.06% held
α +10.3pts
15
Citigroup Inc.
0.04% held
α +26.3pts
16
Erste Asset Management GmbH
0.04% held
α +33.4pts
17
GM Advisory Group, LLC
0.03% held
α +16.5pts
18
Scopia Capital Management LP
0.02% held
α +10.2pts
19
Fulton Bank, N.a.
0.02% held
α +23.8pts
20
Principal Securities, Inc.
0.02% held
α +21.3pts
21
Courier Capital LLC
0.01% held
α +14.9pts
22
Level Financial Advisors
0.01% held
α +30.9pts
23
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
24
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
25
River Road Asset Management, LLC
0.00% held
α +12.9pts
26
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
27
Corsicana & Co.
0.00% held
α +20.0pts
28
New Age Alpha Advisors, LLC
0.00% held
α +10.8pts
29
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $MRSH in the recent window.
Congress trades · last 90 days
22 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $MRSH lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $MRSH — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:22 UTC.