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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
Ninety One SA (PTY) Ltd430$52.0K0.02%––
Jackson, Grant Investment Advisers, Inc.434$53.0K0.02%––
Islay Capital Management, LLC450$55.0K0.05%––
Lindbrook Capital, LLC451$55.0K0.01%––
Pittenger & Anderson Inc500$61.0K0.00%––
Kessler Investment Group, LLC497$61.0K0.08%––
Jacobi Capital Management LLC500$61.0K0.01%––
Solstein Capital, LLC503$61.0K0.08%––
Perkins Coie Trust Co513$62.0K0.02%––
San Francisco Sentry Investment Group (Ca)504$62.0K0.03%––
Column Capital Advisors, LLC509$62.0K0.01%––
Parkside Financial Bank & Trust516$63.0K0.02%––
Bogart Wealth, LLC525$64.0K0.01%––
First Manhattan Co534$65.0K0.00%––
State of Wyoming536$65.0K0.11%––
Ellevest, Inc.619$75.0K0.01%––
Tompkins Financial Corp649$79.0K0.01%––
Manchester Financial Inc668$81.0K0.04%––
Valeo Financial Advisors, LLC669$81.0K0.00%––
Security National Trust Co680$83.0K0.02%––
TSFG, LLC686$84.0K0.04%––
Magellan Asset Management Ltd700$85.0K0.00%––
Central Trust Co699$86.0K0.00%––
TD Ameritrade Investment Management, LLC738$86.0K0.00%––
Axiom Investment Management LLC720$89.0K0.07%––
Green Harvest Asset Management LLC726$89.0K0.02%––
Vestor Capital, LLC749$91.0K0.01%––
Cordasco Financial Network757$92.0K0.07%––
Bourgeon Capital Management LLC765$93.0K0.02%––
Webster Bank, N. A.797$97.0K0.01%––
Pinz Capital Management, LP800$97.0K0.03%––
Perennial Advisors, LLC797$97.0K0.03%––
Kelly Financial Services LLC815$99.3K0.06%––
Jones Financial Companies LLLP862$105.0K0.00%––
Fiduciary Planning LLC865$105.0K0.16%––
Hexagon Capital Partners LLC901$109.0K0.03%––
Kelly Lawrence W & Associates Inc900$110.0K0.03%––
MUFG Americas Holdings Corp915$111.0K0.00%––
Point72 Hong Kong Ltd920$112.0K0.01%––
Bedel Financial Consulting, Inc.933$114.0K0.04%––
BerganKDV Wealth Management, LLC947$115.0K0.01%––
Covington Capital Management967$118.0K0.01%––
Plante Moran Financial Advisors, LLC973$119.0K0.03%––
Sandy Spring Bank982$120.0K0.01%––
Dougherty Wealth Advisers LLC986$120.0K0.18%––
Eudaimonia Partners, LLC1,024$125.0K0.03%––
American State Bank (Iowa)1,035$126.1K0.11%––
Concord Wealth Partners1,045$127.0K0.04%––
Garde Capital, Inc.1,070$130.0K0.02%––
Harbor Investment Advisory, LLC1,079$131.0K0.02%––
Sullivan, Bruyette, Speros & Blaney, LLC1,108$135.0K0.01%––
Harbour Investments, Inc.1,125$137.0K0.00%––
Private Capital Group, LLC1,138$139.0K0.03%––
Massmutual Trust Co FSB1,176$143.0K0.01%––
Penserra Capital Management LLC1,280$155.0K0.00%––
Farmers & Merchants Investments Inc1,278$156.0K0.01%––
Berman Capital Advisors, LLC1,379$167.0K0.03%––
Heritage Wealth Management, LLC1,414$172.0K0.10%––
Carroll Financial Associates, Inc.1,444$175.0K0.01%––
Geneos Wealth Management Inc.1,307$177.0K0.00%––
Atlas Private Wealth Management1,469$179.0K0.11%––
Manchester Capital Management LLC1,502$183.0K0.03%––
Rockbridge Investment Management, LCC1,539$187.0K0.04%––
KB Financial Partners, LLC1,561$190.0K0.08%––
Mirova1,636$199.0K0.02%––
Cetera Advisors LLC1,638$200.0K0.01%––
New England Professional Planning Group Inc.1,449$200.0K0.12%––
NBT Bank N A1,649$201.0K0.03%––
Summit Global Investments1,650$201.0K0.01%––
YHB Investment Advisors, Inc.1,582$202.0K0.02%––
Thrive Capital Management, LLC1,663$203.0K0.19%––
Kinloch Capital, LLC1,672$204.0K0.16%––
Employers Holdings, Inc.1,695$206.0K0.12%––
FourThought Financial, LLC1,692$206.0K0.03%––
Diligent Investors, LLC1,700$207.0K0.08%––
Landsberg, Bennett, & Dubbaneh LLC1,694$209.0K0.03%––
Clarkston Capital Partners, LLC1,725$210.0K0.00%––
Tobam1,734$211.0K0.01%––
Parallax Volatility Advisers, L.P.1,780$217.0K0.00%––
Northside Capital Management, LLC1,787$218.0K0.06%––
Resources Management Corp1,800$219.0K0.03%––
Samalin Investment Counsel, LLC1,803$219.0K0.15%––
Litman Gregory Asset Management LLC1,800$219.0K0.04%––
Stratos Wealth Advisors, LLC1,798$219.0K0.02%––
SeaCrest Wealth Management, LLC1,797$219.0K0.03%––
SOA Wealth Advisors, LLC.1,799$219.0K0.06%––
Marathon Capital Management1,815$221.0K0.06%––
Curated Wealth Partners LLC1,827$223.0K0.14%––
Graypoint LLC1,837$224.0K0.03%––
Spire Wealth Management1,853$225.0K0.01%––
SkyView Investment Advisors, LLC1,862$226.0K0.10%––
Sigma Planning Corp1,876$229.0K0.01%––
Crescent Grove Advisors, LLC1,877$229.0K0.03%––
Acima Private Wealth, LLC1,881$229.0K0.11%––
Brewin Dolphin Wealth Management Ltd1,885$229.6K0.04%––
Inscription Capital, LLC1,885$230.0K0.08%––
Parsons Capital Management Inc1,896$231.0K0.02%––
CKW Financial Group1,900$231.0K0.04%––
Procyon Private Wealth Partners, LLC1,896$231.0K0.11%––
tru Independence LLC1,909$232.0K0.04%––