Public record / Tickers / MRSH

MRSH — MARSH & MCLENNAN COMPANIES, INC.

Both disclosure regimes on one name: who in Congress filed about MRSH, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming MRSH
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $1.0K–$15.0K

Sale · traded 2026-08-24 → filed 2026-09-01. Ranked over every MRSH row by the provable lower bound, never a point estimate.

2 members · 0 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MRSH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MRSH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-24 +8d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in MRSH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MRSH in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1−$15.0K to −$1.0K2
Kevin Hern R–OK-11−$15.0K to −$1.0K1

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MRSH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
2 Alan Armstrong R–OK, Kevin Hern R–OK-1 $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Markel Group $132M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MARSH & MCLENNAN COS INC

Merged timeline of congressional filings and notable-manager moves on MRSH
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−36,856 sh
2026-05-15Bridgewater Associates 13Fexit−25,777 sh
2026-05-14Caxton Associates 13Fexit−2,141 sh
2026-05-01Markel Group 13Fadd+1,750 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MRSH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$7.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$5.5B1
3STATE STREET CORP$3.8B1
4Capital World Investors$3.1B1
5WELLINGTON MANAGEMENT GROUP LLP$3.0B1
6Capital International Investors$2.7B1
7GEODE CAPITAL MANAGEMENT, LLC$2.3B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$2.2B1
9Capital Research Global Investors$2.0B1
10FMR LLC$1.8B1
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4B1
12MORGAN STANLEY$1.1B1
13Clearbridge Investments, LLC$1.1B1
14AMERIPRISE FINANCIAL INC$952M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$899M1
16HARRIS ASSOCIATES L P$897M1
17NORTHERN TRUST CORP$861M1
18BANK OF AMERICA CORP /DE/$857M1
19Artisan Partners Limited Partnership$846M1
20UBS Group AG$819M1
21AMERICAN CENTURY COMPANIES INC$734M1
22Nuveen, LLC$723M1
23Invesco Ltd.$674M1
24DEUTSCHE BANK AG\$642M1
25AQR CAPITAL MANAGEMENT LLC$637M1
26Mawer Investment Management Ltd.$603M1
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$599M1
28ROYAL BANK OF CANADA$575M1
29Bank of New York Mellon Corp$564M1
30Legal & General Group Plc$532M1
31CHARLES SCHWAB INVESTMENT MANAGEMENT INC$526M1
32VANGUARD FIDUCIARY TRUST CO$474M1
33WELLS FARGO & COMPANY/MN$447M1
34STIFEL FINANCIAL CORP$400M1
35Amundi$399M1
36PARNASSUS INVESTMENTS, LLC$383M1
37ALLIANCEBERNSTEIN L.P.$368M1
38DIMENSIONAL FUND ADVISORS LP$353M1
39London & Capital Asset Management Ltd$351M1
40D. E. Shaw & Co., Inc.$300M1
41Navera Investment Management Ltd.$291M1
42LAZARD ASSET MANAGEMENT LLC$282M1
43MANUFACTURERS LIFE INSURANCE COMPANY, THE$273M1
44FRANKLIN RESOURCES INC$267M1
45Swiss National Bank$249M1
46FIRST TRUST ADVISORS LP$231M1
47RAYMOND JAMES FINANCIAL INC$213M1
48Polar Capital Holdings Plc$212M1
49ENVESTNET ASSET MANAGEMENT INC$197M1
50Mitsubishi UFJ Asset Management Co., Ltd.$195M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$192M1
52Swedbank AB$192M1
53Vanguard Global Advisers, LLC$190M1
54Sumitomo Mitsui Trust Group, Inc.$190M1
55VOLORIDGE INVESTMENT MANAGEMENT, LLC$189M1
56HSBC HOLDINGS PLC$171M1
57VANGUARD ASSET MANAGEMENT, Ltd$170M1
58STOREBRAND ASSET MANAGEMENT AS$163M1
59TD ASSET MANAGEMENT INC$163M1
60RHUMBLINE ADVISERS$156M1
61FIL Ltd$150M1
62Longview Partners (Guernsey) LTD$141M1
63CANADA PENSION PLAN INVESTMENT BOARD$140M1
64MARKEL GROUP INC.$132M1
65Capital International, Inc./CA/$129M1
66PRIMECAP MANAGEMENT CO/CA/$124M1
67MACKENZIE FINANCIAL CORP$124M1
68CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$123M1
69TWO SIGMA INVESTMENTS, LP$117M1
70Epoch Investment Partners, Inc.$112M1
71DAVENPORT & Co LLC$110M1
72ASSETMARK, INC$109M1
73JUPITER ASSET MANAGEMENT LTD$107M1
74PRINCIPAL FINANCIAL GROUP INC$106M1
75Robeco Institutional Asset Management B.V.$105M1
76PRUDENTIAL FINANCIAL INC$104M1
77Cryder Capital Partners LLP$102M1
78Mariner, LLC$99.9M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$97.0M1
80NEW YORK STATE COMMON RETIREMENT FUND$95.4M1
81Quilter Plc$91.8M1
82CITIGROUP INC$90.8M1
83BANK OF MONTREAL /CAN/$89.4M1
84JOHNSON INVESTMENT COUNSEL INC$85.1M1
85SCHARF INVESTMENTS, LLC$77.9M1
86NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$77.0M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$75.4M1
88Pictet Asset Management Holding SA$74.6M1
89Birch Hill Investment Advisors LLC$74.2M1
90LPL Financial LLC$73.0M1
91Sarasin & Partners LLP$71.6M1
92Aberdeen Group plc$71.5M1
93AVIVA PLC$68.3M1
94BANK OF NOVA SCOTIA$68.1M1
95PFA Pension, Forsikringsaktieselskab$67.3M1
96BNP Paribas Asset Management Holding S.A.$65.2M1
97Mitsubishi UFJ Trust & Banking Corp$63.5M1
98RENAISSANCE TECHNOLOGIES LLC$63.4M1
99Korea Investment CORP$63.0M1
100Madison Asset Management, LLC$61.7M1
101ADAGE CAPITAL PARTNERS GP, L.L.C.$61.3M1
102L1 Capital International Pty Ltd$61.2M1
103SEI INVESTMENTS CO$57.9M1
104FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$57.6M1
105EMINENCE CAPITAL, LP$55.6M1
106Man Group plc$55.3M1
107NOMURA ASSET MANAGEMENT CO LTD$53.6M1
108APG Asset Management N.V.$53.3M1
109CRAWFORD INVESTMENT COUNSEL INC$51.6M1
110DANSKE BANK A/S$48.1M1
111TRUIST FINANCIAL CORP$46.8M1
112BANQUE PICTET & CIE SA$46.4M1
113STATE OF WISCONSIN INVESTMENT BOARD$45.5M1
114HighTower Advisors, LLC$44.8M1
115AMF Tjanstepension AB$44.7M1
116Capital Investment Advisors, LLC$43.2M1
117HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$43.1M1
118Quantinno Capital Management LP$42.8M1
119Allspring Global Investments Holdings, LLC$42.6M1
120Vanguard Investments Australia, Ltd.$42.4M1
121Chevy Chase Trust Holdings, LLC$41.5M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$41.4M1
123YCG, LLC$40.8M1
124Temasek Holdings (Private) Ltd$39.7M1
125FIFTH THIRD BANCORP$38.8M1
126Asset Management One Co., Ltd.$38.6M1
127JENNISON ASSOCIATES LLC$38.6M1
128Corient Private Wealth LLC$38.5M1
129KLP KAPITALFORVALTNING AS$38.3M1
130ROYAL LONDON ASSET MANAGEMENT LTD$38.2M1
131PANAGORA ASSET MANAGEMENT INC$38.2M1
132MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$37.7M1
133Focus Partners Wealth$37.2M1
134Cerity Partners LLC$37.0M1
135Eurizon Capital SGR S.p.A.$36.9M1
136Sterling Capital Management LLC$36.9M1
137AVITY INVESTMENT MANAGEMENT INC.$35.8M1
138Gotham Asset Management, LLC$35.5M1
139CREDIT AGRICOLE S A$35.4M1
140Holocene Advisors, LP$35.3M1
141Bank Pictet & Cie (Europe) AG$35.1M1
142Pathstone Holdings, LLC$34.7M1
143ZACKS INVESTMENT MANAGEMENT$34.7M1
144PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$34.6M1
145TEACHER RETIREMENT SYSTEM OF TEXAS$34.3M1
146TORONTO DOMINION BANK$33.8M1
147IEQ CAPITAL, LLC$33.7M1
148VICTORY CAPITAL MANAGEMENT INC$33.7M1
149ABN AMRO INVESTMENT SOLUTIONS$32.3M1
150Ensign Peak Advisors, Inc$32.0M1
151CIBC Asset Management Inc$31.1M1
152WAYCROSS PARTNERS, LLC$29.9M1
153Creative Planning$29.7M1
154Compagnie Lombard Odier SCmA$29.6M1
155DEPRINCE RACE & ZOLLO INC$29.5M1
156State of New Jersey Common Pension Fund D$29.3M1
157Tidal Investments LLC$28.9M1
158Resona Asset Management Co.,Ltd.$28.8M1
159NISA INVESTMENT ADVISORS, LLC$28.6M1
160NORDEA INVESTMENT MANAGEMENT AB$28.6M1
161LGT CAPITAL PARTNERS LTD.$28.0M1
162Federation des caisses Desjardins du Quebec$27.7M1
163Lansforsakringar Fondforvaltning AB (publ)$27.4M1
164Janus Henderson Group Ltd.$27.3M1
165Assenagon Asset Management S.A.$27.3M1
166HORIZON KINETICS ASSET MANAGEMENT LLC$26.3M1
167Swiss Life Asset Management Ltd$25.7M1
168VOYA INVESTMENT MANAGEMENT LLC$25.4M1
169Cetera Investment Advisers$25.1M1
170Tredje AP-fonden$24.6M1
171SCHRODER INVESTMENT MANAGEMENT GROUP$24.5M1
172PUBLIC SECTOR PENSION INVESTMENT BOARD$23.9M1
173Distillate Capital Partners LLC$23.8M1
174CITADEL ADVISORS LLC$23.7M1
175US BANCORP \DE\$23.6M1
176Hardman Johnston Global Advisors LLC$23.5M1
177CWM, LLC$23.4M1
178Arizona State Retirement System$23.3M1
179Calamos Advisors LLC$23.3M1
180CIBC Bancorp USA Inc.$22.9M1
181Czech National Bank$22.9M1
182ASR Vermogensbeheer N.V.$22.7M1
183DnB Asset Management AS$22.3M1
184Varma Mutual Pension Insurance Co$22.0M1
185Banco Santander, S.A.$21.3M1
186Sumitomo Mitsui DS Asset Management Company, Ltd$21.2M1
187Choate Investment Advisors$21.1M1
188TD Waterhouse Canada Inc.$20.9M1
189WORLDQUANT MILLENNIUM ADVISORS LLC$20.7M1
190Capital Group Private Client Services, Inc.$20.5M1
191Rafferty Asset Management, LLC$20.4M1
192Badgley Phelps Wealth Managers, LLC$19.8M1
193COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6M1
194ALPS ADVISORS INC$19.2M1
195First Pacific Advisors, LP$18.9M1
196ProShare Advisors LLC$18.7M1
197Northwest & Ethical Investments L.P.$18.3M1
198PRUDENTIAL PLC$18.1M1
199WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18.0M1
200Retirement Systems of Alabama$17.8M1
201Mirae Asset Global Investments Co., Ltd.$17.7M1
202AE Wealth Management LLC$17.4M1
203O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.4M1
204SEB Asset Management AB$17.1M1
205IFM Investors Pty Ltd$17.0M1
206MERCER GLOBAL ADVISORS INC /ADV$16.7M1
207OPPENHEIMER ASSET MANAGEMENT INC.$16.6M1
208XPONANCE LLC$16.4M1
209Aware Super Pty Ltd as trustee of Aware Super$16.3M1
210Daiwa Securities Group Inc.$16.2M1
211Glenview Trust Co$16.0M1
212&PARTNERS$15.6M1
213NATIONAL BANK OF CANADA /FI/$15.3M1
214Sanctuary Advisors, LLC$15.1M1
215USS Investment Management Ltd$14.7M1
216Lombard Odier Asset Management (Europe) Ltd$14.6M1
217Segment Wealth Management, LLC$14.4M1
218CAPITOLIS LIQUID GLOBAL MARKETS LLC$14.3M1
219EULAV Asset Management$14.2M1
220Vinva Investment Management Ltd$14.1M1
221OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$14.0M1
222MILLENNIUM MANAGEMENT LLC$13.9M1
223Bank Julius Baer & Co. Ltd, Zurich$13.8M1
224FACTORY MUTUAL INSURANCE CO$13.8M1
225Utah Retirement Systems$13.7M1
226Running Oak Capital LLC$13.6M1
227Rockefeller Capital Management L.P.$13.0M1
228Rakuten Investment Management, Inc.$12.6M1
229Foyston, Gordon & Payne Inc$12.5M1
230BROWN ADVISORY INC$12.5M1
231NEW YORK LIFE INVESTMENT MANAGEMENT LLC$12.5M1
232NEOS Investment Management LLC$12.2M1
233Callan Family Office, LLC$12.2M1
234Walter Public Investments Inc.$11.9M1
235Atria Investments, Inc$11.8M1
236MCRAE CAPITAL MANAGEMENT INC$11.8M1
237BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$11.7M1
238Squarepoint Ops LLC$11.3M1
239LBP AM SA$11.2M1
240Vanguard Personalized Indexing Management, LLC$11.1M1
241NISSAY ASSET MANAGEMENT CORP /JAPAN$10.9M1
242LEVIN CAPITAL STRATEGIES, L.P.$10.7M1
243Elo Mutual Pension Insurance Co$10.6M1
244Curi Capital, LLC$10.5M1
245Capital International Sarl$10.3M1
246Lido Advisors, LLC$10.3M1
247Generali Asset Management SPA SGR$10.1M1
248Apollon Wealth Management, LLC$10.1M1
249WASHINGTON TRUST BANK$10.0M1
250CIBC WORLD MARKET INC.$10.0M1
251GUGGENHEIM CAPITAL LLC$9.9M1
252OREGON PUBLIC EMPLOYEES RETIREMENT FUND$9.6M1
253Andra AP-fonden$9.6M1
254Baker Avenue Asset Management, LP$9.6M1
255NewEdge Advisors, LLC$9.5M1
256Strategic Wealth Investment Group, LLC$9.5M1
257Wealthfront Advisers LLC$9.4M1
258MML INVESTORS SERVICES, LLC$9.3M1
259Allianz Asset Management GmbH$9.3M1
260COMMONWEALTH EQUITY SERVICES, LLC$9.1M1
261OSAIC HOLDINGS, INC.$9.1M1
262FLPUTNAM INVESTMENT MANAGEMENT CO$9.0M1
263Candriam S.C.A.$8.9M1
264MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.9M1
265OP Asset Management Ltd$8.9M1
266Kingsview Wealth Management, LLC$8.7M1
267Kinsale Capital Group, Inc.$8.6M1
268Orion Porfolio Solutions, LLC$8.5M1
269COMMERCE BANK$8.4M1
270Quadrature Capital Ltd$8.2M1
271Carnegie Investment Counsel$8.1M1
272Vestmark Advisory Solutions, Inc.$8.1M1
273Vontobel Holding Ltd.$7.8M1
274Annex Advisory Services, LLC$7.8M1
275MACQUARIE GROUP LTD$7.7M1
276DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.6M1
277BLAIR WILLIAM & CO/IL$7.4M1
278Voleon Capital Management LP$7.4M1
279OFI INVEST ASSET MANAGEMENT$7.4M1
280PICTON MAHONEY ASSET MANAGEMENT$7.3M1
281SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.1M1
282Bleakley Financial Group, LLC$7.0M1
283Avanza Fonder AB$6.9M1
284Union Bancaire Privee, UBP SA$6.9M1
285UniSuper Management Pty Ltd$6.9M1
286Canada Post Corp Registered Pension Plan$6.9M1
287BENJAMIN EDWARDS INC$6.8M1
288Investment Management Corp of Ontario$6.7M1
289BUILDER INVESTMENT GROUP INC /ADV$6.7M1
290Illinois Municipal Retirement Fund$6.6M1
291Diversified Trust Co$6.6M1
292BENNETT SELBY INVESTMENTS LP$6.6M1
293SCOTIA CAPITAL INC.$6.6M1
294B. Metzler seel. Sohn & Co. AG$6.6M1
295KING LUTHER CAPITAL MANAGEMENT CORP$6.4M1
296Stokes Capital Advisors, LLC$6.4M1
297Ipswich Investment Management Co., Inc.$6.2M1
298Empowered Funds, LLC$6.2M1
299M&T BANK CORP$6.0M1
300INTECH INVESTMENT MANAGEMENT LLC$6.0M1
301Marks Group Wealth Management, Inc$5.9M1
302Sustainable Insight Capital Management, LLC$5.9M1
303Siemens Fonds Invest GmbH$5.7M1
304ELEVATION POINT WEALTH PARTNERS, LLC$5.7M1
305Aurdan Capital Management, LLC$5.7M1
306M&G Plc$5.6M1
307Y-Intercept (Hong Kong) Ltd$5.6M1
308Envestnet Portfolio Solutions, Inc.$5.5M1
309NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.5M1
310Steward Partners Investment Advisory, LLC$5.4M1
311Te Ahumairangi Investment Management Ltd$5.3M1
312Advisors Asset Management, Inc.$5.3M1
313Cyndeo Wealth Partners, LLC$5.3M1
314Bell Asset Management Ltd$5.2M1
315Parcion Private Wealth LLC$5.2M1
316Aviso Financial Inc.$5.1M1
317MIZUHO SECURITIES USA LLC$5.1M1
318FIRST MANHATTAN CO. LLC.$5.1M1
319Dai-ichi Life Insurance Company, Ltd$5.0M1
320JB Capital LLC$4.9M1
321Merit Financial Group, LLC$4.9M1
322Aptus Capital Advisors, LLC$4.8M1
323Orange Investment Advisors, Inc.$4.7M1
324Norinchukin Bank, The$4.7M1
325Onex Canada Asset Management Inc.$4.6M1
326Third View Private Wealth, LLC$4.6M1
327Snowden Capital Advisors LLC$4.6M1
328Osmosis Investment Management UK Ltd$4.5M1
329Harrington Investments, INC$4.5M1
330Occidental Asset Management, LLC$4.5M1
331Engineers Gate Manager LP$4.4M1
332BONNESS ENTERPRISES INC$4.4M1
333Beacon Pointe Advisors, LLC$4.3M1
334Metis Global Partners, LLC$4.3M1
335AGF MANAGEMENT LTD$4.3M1
336Maryland State Retirement & Pension System$4.3M1
337CONNING INC.$4.2M1
338CI INVESTMENTS INC.$4.1M1
339Crossmark Global Holdings, Inc.$4.1M1
340KEYBANK NATIONAL ASSOCIATION/OH$4.1M1
341Banque Cantonale Vaudoise$4.1M1
342HOHIMER WEALTH MANAGEMENT, LLC$4.0M1
343OMERS ADMINISTRATION Corp$3.9M1
344First National Bank of Mount Dora, Trust Investment Services$3.9M1
345EXENCIAL WEALTH ADVISORS, LLC$3.9M1
346Vident Advisory, LLC$3.9M1
347ING GROEP NV$3.8M1
348Pinnacle Financial Partners, Inc.$3.8M1
349Sivia Capital Partners, LLC$3.8M1
350BNC WEALTH MANAGEMENT, LLC$3.8M1
351Concurrent Investment Advisors, LLC$3.7M1
352MONETA GROUP INVESTMENT ADVISORS LLC$3.7M1
353Larson Financial Group LLC$3.6M1
354Town & Country Bank & Trust CO dba First Bankers Trust CO$3.6M1
355QRG CAPITAL MANAGEMENT, INC.$3.6M1
356BROWN, LISLE/CUMMINGS, INC.$3.5M1
357EXCHANGE TRADED CONCEPTS, LLC$3.5M1
358RBF Capital, LLC$3.5M1
359AG2R LA MONDIALE GESTION D'ACTIFS$3.5M1
360MUFG Securities EMEA plc$3.4M1
361Tower Research Capital LLC (TRC)$3.4M1
362Focus Partners Advisor Solutions, LLC$3.4M1
363LOUISBOURG INVESTMENTS INC.$3.4M1
364Lafayette Investments, Inc.$3.3M1
365Woodline Partners LP$3.3M1
366Sequoia Financial Advisors, LLC$3.3M1
367Vise Technologies, Inc.$3.3M1
368Suncoast Equity Management$3.3M1
369EDMOND DE ROTHSCHILD HOLDING S.A.$3.2M1
370Equitable Holdings, Inc.$3.1M1
371HB Wealth Management, LLC$3.1M1
372UNIVEST FINANCIAL Corp$3.1M1
373CAPITAL INTERNATIONAL LTD /CA/$3.0M1
374Laird Norton Wetherby Trust Company, LLC$3.0M1
375Plato Investment Management Ltd$3.0M1
376NEW VERNON INVESTMENT MANAGEMENT LLC$3.0M1
377TOKIO MARINE ASSET MANAGEMENT CO LTD$2.9M1
378BECKER CAPITAL MANAGEMENT INC$2.9M1
379HANCOCK WHITNEY CORP$2.9M1
380Relyea Zuckerberg Hanson LLC$2.9M1
381Essex LLC$2.9M1
382Empirical Finance, LLC$2.9M1
383FOUNDERS FINANCIAL SECURITIES LLC$2.8M1
384Dakota Wealth Management$2.8M1
385BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.8M1
386Summit Trail Advisors, LLC$2.7M1
387KESTRA PRIVATE WEALTH SERVICES, LLC$2.7M1
388NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.7M1
389MAI Capital Management$2.7M1
390Ascent Group, LLC$2.7M1
391OneDigital Investment Advisors LLC$2.6M1
392Waverly Advisors, LLC$2.6M1
393Evelyn Partners Investment Management LLP$2.6M1
394UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.6M1
395HENNESSY ADVISORS INC$2.5M1
396WBI INVESTMENTS, LLC$2.5M1
397Lombard Odier Asset Management (Switzerland) SA$2.5M1
398Farringdon Capital, Ltd.$2.5M1
399NOMURA HOLDINGS INC$2.5M1
400Kintegral Advisory, LLC$2.5M1
401Freestone Capital Holdings, LLC$2.5M1
402North Dakota State Investment Board$2.5M1
403Cresset Asset Management, LLC$2.5M1
404Zurich Insurance Group Ltd/FI$2.5M1
405QUADRANT CAPITAL GROUP LLC$2.4M1
406Blue Trust, Inc.$2.4M1
407Palouse Capital Management, Inc.$2.4M1
408PINNACLE ASSOCIATES LTD$2.4M1
4091832 Asset Management L.P.$2.4M1
410ASHTON THOMAS SECURITIES, LLC$2.3M1
411Composition Wealth, LLC$2.3M1
412MUFG SECURITIES AMERICAS INC.$2.3M1
413Brevan Howard Capital Management LP$2.3M1
414Meiji Yasuda Asset Management Co Ltd.$2.3M1
415SECURIAN ASSET MANAGEMENT, INC$2.3M1
416Sunstone Asset Management, L.P.$2.3M1
417Machina Capital S.A.S.$2.3M1
418Mechanics Bank Trust Department$2.2M1
419Kimelman & Baird, LLC$2.2M1
420BALYASNY ASSET MANAGEMENT L.P.$2.2M1
421Caprock Group, LLC$2.2M1
422COLDSTREAM CAPITAL MANAGEMENT INC$2.1M1
423Financial Engines Advisors L.L.C.$2.1M1
424CHOREO, LLC$2.1M1
425EP Wealth Advisors, LLC$2.1M1
426Private Advisor Group, LLC$2.1M1
427Phoenix Financial Ltd.$2.1M1
428NLB Skladi, upravljanje premozenja, d.o.o.$2.1M1
429SIGNATUREFD, LLC$2.1M1
430TWO SIGMA SECURITIES, LLC$2.0M1
431HOWLAND CAPITAL MANAGEMENT LLC$2.0M1
432CITIZENS FINANCIAL GROUP INC/RI$1.9M1
433Arax Advisory Partners$1.9M1
434Meeder Advisory Services, Inc.$1.9M1
435Ashton Thomas Private Wealth, LLC$1.8M1
436Bull Harbor Capital LLC$1.8M1
437RITHOLTZ WEALTH MANAGEMENT$1.8M1
438MGO ONE SEVEN LLC$1.8M1
439World Investment Advisors$1.8M1
440Wealthcare Advisory Partners LLC$1.8M1
441PFG Advisors$1.7M1
442Chesley Taft & Associates LLC$1.7M1
443Savant Capital, LLC$1.7M1
444Tower View Wealth Management LLC$1.7M1
445Chicago Partners Investment Group LLC$1.7M1
446Venture Visionary Partners LLC$1.7M1
447Accurate Wealth Management, LLC$1.7M1
448Brooklyn Investment Group$1.7M1
449River Wealth Advisors LLC$1.6M1
450Capital Asset Advisory Services LLC$1.6M1
451HBK Sorce Advisory LLC$1.6M1
452Allworth Financial LP$1.6M1
453TEMA ETFS LLC$1.6M1
454WEALTH ALLIANCE, LLC$1.6M1
455REGIONS FINANCIAL CORP$1.6M1
456PICTET BANK & TRUST Ltd$1.6M1
457RMR Wealth Builders$1.6M1
458Impact Capital Partners LLC$1.5M1
459Bryn Mawr Trust Advisors, LLC$1.5M1
460MITCHELL SINKLER & STARR/PA$1.5M1
461LONGFELLOW INVESTMENT MANAGEMENT CO LLC$1.5M1
462Connor, Clark & Lunn Investment Management Ltd.$1.5M1
463GRIMES & Co WEALTH MANAGEMENT, LLC$1.5M1
464TOUNJIAN ADVISORY PARTNERS, LLC$1.5M1
465ExodusPoint Capital Management, LP$1.5M1
466Smartleaf Asset Management LLC$1.5M1
467Clearstead Advisors, LLC$1.5M1
468MOODY NATIONAL BANK TRUST DIVISION$1.5M1
469Storen Legacy Partners, LLC$1.5M1
470Summit Financial, LLC$1.5M1
471Aerodigm Wealth, LLC$1.4M1
472SHELTON CAPITAL MANAGEMENT$1.4M1
473Polymer Capital Management (US) LLC$1.4M1
474DUMONT & BLAKE INVESTMENT ADVISORS LLC$1.4M1
475Evercore Wealth Management, LLC$1.4M1
476STANCE CAPITAL LLC$1.4M1
477PRINCIPAL SECURITIES, INC.$1.4M1
478MOGY JOEL R INVESTMENT COUNSEL INC$1.4M1
479ROCKLAND TRUST CO$1.4M1
480Kestra Advisory Services, LLC$1.4M1
481FIDUCIARY TRUST CO$1.4M1
482Lantz Financial LLC$1.4M1
483LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.3M1
484BOYD WATTERSON ASSET MANAGEMENT LLC/OH$1.3M1
485Essex Financial Services, Inc.$1.3M1
486MISSION WEALTH MANAGEMENT, LP$1.3M1
487Pallas Capital Advisors LLC$1.3M1
488Krilogy Financial LLC$1.3M1
489STEPHENS INC /AR/$1.3M1
490LS Investment Advisors, LLC$1.3M1
491Ballentine Partners, LLC$1.3M1
492TWINBEECH CAPITAL LP$1.3M1
493WADDELL & ASSOCIATES, LLC$1.3M1
494TCTC Holdings, LLC$1.3M1
495CLIFFORD SWAN INVESTMENT COUNSEL LLC$1.3M1
496Hills Bank & Trust Co$1.2M1
497ARWA LLC$1.2M1
498McAdam, LLC$1.2M1
499Perigon Wealth Management, LLC$1.2M1
500GREAT VALLEY ADVISOR GROUP, INC.$1.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 2 sell
Congress net ($ bound)−$30.0K to −$2.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MRSH

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MRSH
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for MRSH · financials and macro

Financials — as filed PLANNED

MRSH's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MRSH on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing