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MRSH · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MRSHBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MRSH
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterMRSHBAC
Q3 202021 holders, $12.5bn33 holders, $48.3bn
Q4 202025 holders, $13.5bn36 holders, $60.7bn
Q1 202123 holders, $14.2bn33 holders, $77.6bn
Q2 202125 holders, $16.2bn30 holders, $83.1bn
Q3 202126 holders, $16.5bn28 holders, $81.4bn
Q4 202127 holders, $17.9bn30 holders, $82.8bn
Q1 202226 holders, $17.2bn39 holders, $74.0bn
Q2 202225 holders, $15.2bn40 holders, $54.7bn
Q3 202228 holders, $13.6bn36 holders, $53.0bn
Q4 202227 holders, $14.6bn33 holders, $59.0bn
Q1 202330 holders, $14.8bn32 holders, $50.5bn
Q2 202327 holders, $16.4bn37 holders, $49.0bn
Q3 202327 holders, $16.5bn36 holders, $46.0bn
Q4 202321 holders, $16.5bn34 holders, $56.6bn
Q1 202425 holders, $17.8bn35 holders, $64.4bn
Q2 202426 holders, $18.3bn35 holders, $68.9bn
Q3 202428 holders, $19.2bn43 holders, $60.8bn
Q4 202430 holders, $18.5bn43 holders, $63.8bn
Q1 202525 holders, $22.7bn40 holders, $59.8bn
Q2 202531 holders, $21.5bn44 holders, $67.4bn
Q3 202530 holders, $19.9bn44 holders, $72.1bn
Q4 202530 holders, $18.2bn41 holders, $68.5bn
Q1 202623 holders, $18.4bn39 holders, $59.5bn
Q2 202624 holders, $17.9bn37 holders, $64.8bn
MRSH

Marsh & Mclennan Cos Inc

Holders
24
Reported value
$17.9bn
Buyers
23
Sellers
18

Breadth +5 among 91 comparable managers.

InsuranceFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
37
Reported value
$64.8bn
Buyers
19
Sellers
29

Breadth -10 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MRSH (3)

Baillie Gifford & Co, ExodusPoint Capital Management LP, Markel Group Inc

Only BAC (16)

Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Holocene Advisors LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Winton Group Ltd, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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