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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
Pineno Levin & Ford Asset Management, Inc.1,926$235.0K0.08%––
Patron Partners Advisors, LLC1,935$235.0K0.20%––
M&G Investment Management Ltd1,938$236.0K0.00%––
Athanor Capital, LP1,937$236.0K0.01%––
Atlas Capital Advisors LLC1,939$236.2K0.05%––
Boston Financial Mangement LLC1,945$237.0K0.01%––
Kanawha Capital Management LLC1,942$237.0K0.02%––
Mitchell & Pahl Private Wealth, LLC1,950$238.0K0.18%––
Kathmere Capital Management, LLC1,960$239.0K0.05%––
Buckingham Strategic Wealth, LLC1,969$240.0K0.01%––
Ambassador Advisors, LLC1,972$240.0K0.05%––
Nicolet Bankshares Inc1,979$241.0K0.07%––
IFP Advisors, Inc1,997$242.0K0.00%––
S&CO Inc2,000$243.0K0.02%––
Surevest, LLC1,999$243.0K0.07%––
Hunter Associates Investment Management LLC2,000$244.0K0.06%––
Wesbanco Bank Inc2,014$245.0K0.01%––
Willow Creek Wealth Management Inc.2,029$247.0K0.09%––
Abner Herrman & Brock LLC2,033$248.0K0.04%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,039$248.0K0.09%––
Balasa Dinverno & Foltz LLC2,048$249.0K0.02%––
Bank of the West2,092$255.0K0.03%––
Yorktown Management & Research Co Inc2,090$255.0K0.21%––
Cypress Capital Group2,096$255.0K0.04%––
Mark Sheptoff Financial Planning, LLC2,100$256.0K0.15%––
Eqis Capital Management, Inc.2,108$257.0K0.02%––
MAI Capital Management2,120$258.0K0.01%––
Geller Advisors LLC2,127$259.0K0.06%––
AdvisorNet Financial, Inc2,126$259.0K0.02%––
We Are One Seven, LLC2,138$260.0K0.04%––
Centaurus Financial, Inc.2,183$266.0K0.03%––
Reliant Investment Management, LLC2,186$266.0K0.13%––
Dixon Hubard Feinour & Brown Inc2,193$267.0K0.06%––
Smith & Howard Wealth Management, LLC2,190$267.0K0.13%––
IHT Wealth Management, LLC2,191$267.0K0.02%––
Montag A & Associates Inc2,202$268.0K0.02%––
Wilbanks Smith & Thomas Asset Management LLC2,200$268.0K0.01%––
Destination Wealth Management2,199$268.0K0.01%––
Proficio Capital Partners LLC2,214$270.0K0.03%––
Davy Global Fund Management Ltd2,223$271.0K0.05%––
Gilbert & Cook, Inc.2,222$271.0K0.05%––
Abbrea Capital, LLC2,248$274.0K0.05%––
InterOcean Capital Group, LLC2,274$277.0K0.02%––
Lantz Financial LLC2,292$279.0K0.16%––
Asio Capital, LLC2,300$280.0K0.12%––
Peapack Gladstone Financial Corp2,322$283.0K0.01%––
Powell Investment Advisors, LLC2,350$286.0K0.19%––
Pinnacle Associates Ltd2,354$287.0K0.01%––
Kore Private Wealth LLC2,353$287.0K0.04%––
Alera Investment Advisors, LLC2,369$289.0K0.10%––
King Luther Capital Management Corp2,398$292.0K0.00%––
Meiji Yasuda Life Insurance Co2,400$292.0K0.01%––
DF Dent & Co Inc2,403$293.0K0.00%––
Aberdeen Wealth Management LLC2,436$297.0K0.24%––
Personal Capital Advisors Corp2,475$301.0K0.00%––
Financial Advocates Investment Management2,513$306.0K0.02%––
SOL Capital Management CO2,520$307.0K0.06%––
Wallace Capital Management Inc.2,443$310.0K0.04%––
ARS Investment Partners, LLC2,553$311.0K0.04%––
Toroso Investments, LLC2,570$313.0K0.01%––
Fulcrum Asset Management LLP–$314.0K0.20%––
Advisory Alpha, LLC2,574$314.0K0.03%––
Carolinas Wealth Consulting LLC2,574$314.0K0.08%––
Savant Capital, LLC2,593$316.0K0.02%––
Westover Capital Advisors, LLC2,614$318.0K0.11%––
Boston Research & Management Inc2,620$319.0K0.10%––
Hall Laurie J Trustee2,650$322.0K0.12%––
Flagship Harbor Advisors, LLC2,647$322.0K0.04%––
Sutton Wealth Advisors Inc.2,656$323.5K0.13%––
Park Avenue Securities LLC2,671$325.0K0.01%––
Boyd Watterson Asset Management LLC2,669$325.0K0.14%––
First Hawaiian Bank2,678$326.0K0.01%––
M Holdings Securities, Inc.2,687$327.0K0.03%––
Walter & Keenan Financial Consulting Co2,700$329.0K0.12%––
RKL Wealth Management LLC2,703$329.0K0.04%––
NorthRock Partners, LLC2,703$329.0K0.03%––
Ballentine Partners, LLC2,720$331.0K0.01%––
Blueprint Investment Partners LLC2,744$334.0K0.26%––
Rockland Trust Co2,752$335.0K0.02%––
North Star Asset Management Inc2,750$335.0K0.02%––
Cetera Advisor Networks LLC2,749$335.0K0.01%––
Arcus Capital Partners, LLC2,798$341.0K0.03%––
Israel Discount Bank of New York2,854$348.0K0.27%––
Bollard Group LLC2,908$354.0K0.01%––
Putnam Investments LLC2,916$355.0K0.00%––
Avidian Wealth Solutions, LLC2,977$363.0K0.03%––
Homrich & Berg2,997$365.0K0.01%––
Capital Advisors Inc3,004$366.0K0.01%––
Amica Retiree Medical Trust3,006$366.0K0.25%––
Gyon Technologies Capital Management, LP3,009$366.0K0.16%––
American Portfolios Advisors3,020$367.8K0.02%––
Horizon Investments, LLC3,032$369.0K0.01%––
Waller Financial Planning Group, Inc3,039$370.0K0.11%––
Fulton Bank, N.A.3,096$377.0K0.02%––
Defined Wealth Management, LLC3,095$377.0K0.36%––
Lake Street Advisors Group, LLC3,120$380.0K0.03%––
CAPROCK Group, Inc.3,129$381.0K0.04%––
Stockman Wealth Management, Inc.3,135$382.0K0.11%––
Contravisory Investment Management, Inc.3,158$385.0K0.12%––
Dorsey & Whitney Trust CO LLC3,179$387.0K0.04%––