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Marsh & McLennan Companies, Inc.

MRSH
Exchange
NYSE
Industry
Insurance Agents, Brokers & Service
SEC CIK
0000062709

In the last 90 days, Marsh & McLennan Companies, Inc. insiders filed 0 open-market purchases and 6 sales; 1,506 institutions reported holding it in 13F filings for Q2 2026, worth $73.1B in total; superinvestors Harris Associates (Oakmark) and Markel Group hold it.

13F holders, Q1 2021

Institutional positions in Marsh & McLennan Companies, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
979
No complete 13F data for Q4 2020
Shares held
449.3M
No complete 13F data for Q4 2020
Total value
$54.7B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MRSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 979 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ1 2021: $54.7B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MRSH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC4$00.00%––
Bellwether Advisors, LLC1$00.00%––
Halpern Financial, Inc.7$8530.00%––
Baystate Wealth Management LLC10$1.00K0.00%––
MV Capital Management, Inc.12$1.00K0.00%––
WealthShield Partners, LLC6$1.00K0.00%––
Sofos Investments, Inc.10$1.22K0.02%––
Trust Co of Vermont20$2.00K0.00%––
Key Financial Inc19$2.00K0.00%––
Atlas Private Wealth Advisors14$2.00K0.00%––
Longfellow Investment Management Co LLC17$3.00K0.00%––
Cranbrook Wealth Management, LLC26$3.00K0.00%––
USA Financial Portformulas Corp24$3.00K0.00%––
Standard Family Office LLC21$3.00K0.00%––
Valley Brook Capital Group32$3.00K0.00%––
Laurel Wealth Advisors LLC30$4.00K0.00%––
Financial Management Professionals, Inc.44$5.00K0.00%––
Focused Wealth Management, Inc37$5.00K0.00%––
Carmichael Hill & Associates, Inc.40$5.00K0.00%––
Meridian Wealth Partners, LLC49$5.00K0.00%––
Howe & Rusling Inc48$6.00K0.00%––
Wealthcare Capital Management LLC53$6.00K0.00%––
Tradewinds Capital Management, LLC53$6.00K0.00%––
Mascoma Wealth Management LLC50$6.00K0.00%––
Aua Capital Management, LLC47$6.00K0.00%––
Liberty Wealth Management LLC58$6.00K0.00%––
Better Money Decisions, LLC53$6.00K0.01%––
Salem Investment Counselors Inc60$7.00K0.00%––
Resolute Partners Group149$7.00K0.00%––
Smith Asset Management Group LP66$8.00K0.00%––
Lee Financial Co67$8.00K0.00%––
Asset Dedication, LLC62$8.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.68$8.00K0.00%––
Atwood & Palmer Inc75$9.00K0.00%––
JJJ Advisors Inc.75$9.00K0.00%––
Gleason Group, Inc.72$9.00K0.00%––
Raffa Wealth Management, LLC90$11.0K0.00%––
Tortoise Investment Management, LLC90$11.0K0.00%––
FormulaFolio Investments, LLC80$11.0K0.00%––
JNBA Financial Advisors100$12.0K0.00%––
Capital Analysts, LLC100$12.0K0.00%––
Stuart Chaussee & Associates, Inc.97$12.0K0.00%––
DB Wealth Management Group, LLC96$12.0K0.01%––
First Financial Corp103$13.0K0.01%––
M&R Capital Management Inc114$13.0K0.00%––
CSat Investment Advisory, L.P.106$13.0K0.01%––
Arkadios Wealth Advisors109$13.0K0.00%––
Rosenberg Matthew Hamilton108$13.0K0.01%––
Credential Qtrade Securities Inc.121$14.7K0.00%––
CVA Family Office, LLC120$15.0K0.01%––
TCI Wealth Advisors, Inc.133$16.0K0.01%––
BDO Wealth Advisors, LLC134$16.0K0.00%––
Oakworth Capital, Inc.140$17.0K0.00%––
Sonora Investment Management, LLC152$18.0K0.00%––
Hanson & Doremus Investment Management163$20.0K0.00%––
Allworth Financial LP163$20.0K0.00%––
TFC Financial Management162$20.0K0.01%––
GPS Wealth Strategies Group, LLC175$21.0K0.01%––
Syverson Strege & Co178$22.0K0.02%––
Prestige Wealth Management Group LLC184$22.0K0.01%––
NEXT Financial Group, Inc185$23.0K0.00%––
Nicholas Company, Inc.200$24.0K0.00%––
Pin Oak Investment Advisors Inc195$24.0K0.02%––
Country Trust Bank200$24.0K0.00%––
Aspire Private Capital, LLC197$24.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$24.4K0.04%––
First Horizon Advisors, Inc.216$26.0K0.00%––
First Quadrant L P222$27.0K0.00%––
Earnest Partners LLC220$27.0K0.00%––
Certified Advisory Corp220$27.0K0.01%––
Investors Research Corp228$28.0K0.01%––
Savior LLC231$28.0K0.03%––
Piscataqua Savings Bank229$28.0K0.02%––
Newbridge Financial Services Group, Inc.228$28.0K0.02%––
International Assets Investment Management, LLC245$29.0K0.00%––
Patriot Financial Group Insurance Agency, LLC263$32.0K0.01%––
Evolution Wealth Advisors, LLC264$32.0K0.01%––
Johnson Financial Group, Inc.278$34.0K0.00%––
MPS Loria Financial Planners, LLC290$35.0K0.02%––
Graves-Light Private Wealth Management, Inc.290$35.0K0.01%––
Sun Life Financial INC301$37.0K0.00%––
Dividend Assets Capital, LLC300$37.0K0.01%––
Coastal Capital Group, Inc.304$37.0K0.01%––
HighMark Wealth Management LLC306$37.0K0.03%––
Prime Capital Investment Advisors, LLC331$40.0K0.00%––
McClarren Financial Advisors, Inc.328$40.0K0.04%––
Gradient Investments LLC340$41.0K0.00%––
Cutler Group LP350$42.0K0.00%––
Tarbox Family Office, Inc.348$42.0K0.01%––
First Bank & Trust341$42.0K0.02%––
Enterprise Financial Services Corp359$44.0K0.01%––
Silvant Capital Management LLC358$44.0K0.01%––
Evoke Wealth, LLC364$44.0K0.00%––
Versant Capital Management, Inc397$48.0K0.02%––
Riverview Trust Co400$49.0K0.05%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC405$49.0K0.01%––
Gemmer Asset Management LLC406$49.0K0.01%––
Ellis Investment Partners, LLC406$49.0K0.01%––
Glen Eagle Advisors, LLC425$51.8K0.02%––
First Horizon Corp429$52.0K0.00%––