Holders over time
- MRSH
- V
| Quarter | MRSH | V |
|---|---|---|
| Q3 2020 | 21 holders, $12.5bn | 55 holders, $62.2bn |
| Q4 2020 | 25 holders, $13.5bn | 52 holders, $67.1bn |
| Q1 2021 | 23 holders, $14.2bn | 58 holders, $64.5bn |
| Q2 2021 | 25 holders, $16.2bn | 52 holders, $69.3bn |
| Q3 2021 | 26 holders, $16.5bn | 56 holders, $63.6bn |
| Q4 2021 | 27 holders, $17.9bn | 47 holders, $58.0bn |
| Q1 2022 | 26 holders, $17.2bn | 59 holders, $61.8bn |
| Q2 2022 | 25 holders, $15.2bn | 57 holders, $55.2bn |
| Q3 2022 | 28 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 27 holders, $14.6bn | 54 holders, $59.4bn |
| Q1 2023 | 30 holders, $14.8bn | 55 holders, $64.0bn |
| Q2 2023 | 27 holders, $16.4bn | 54 holders, $65.2bn |
| Q3 2023 | 27 holders, $16.5bn | 55 holders, $61.5bn |
| Q4 2023 | 21 holders, $16.5bn | 48 holders, $68.6bn |
| Q1 2024 | 25 holders, $17.8bn | 50 holders, $73.1bn |
| Q2 2024 | 26 holders, $18.3bn | 45 holders, $69.5bn |
| Q3 2024 | 28 holders, $19.2bn | 47 holders, $70.5bn |
| Q4 2024 | 30 holders, $18.5bn | 48 holders, $77.6bn |
| Q1 2025 | 25 holders, $22.7bn | 43 holders, $83.5bn |
| Q2 2025 | 31 holders, $21.5bn | 45 holders, $83.4bn |
| Q3 2025 | 30 holders, $19.9bn | 48 holders, $82.8bn |
| Q4 2025 | 30 holders, $18.2bn | 49 holders, $86.0bn |
| Q1 2026 | 23 holders, $18.4bn | 49 holders, $73.3bn |
| Q2 2026 | 24 holders, $17.9bn | 52 holders, $81.9bn |
Marsh & Mclennan Cos Inc
- Holders
- 24
- Reported value
- $17.9bn
- Buyers
- 23
- Sellers
- 18
Breadth +5 among 91 comparable managers.
Visa Inc
- Holders
- 52
- Reported value
- $81.9bn
- Buyers
- 31
- Sellers
- 28
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MRSH (5)
Arrowstreet Capital LP, Baillie Gifford & Co, Marshall Wace LLP, PDT Partners LLC, Quantbot Technologies LP
Only V (33)
Akre Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Egerton Capital UK LLP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, and 8 more
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.