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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
REDW Wealth LLC3,190$389.0K0.13%––
Weld Capital Management LLC3,190$389.0K0.16%––
Coldstream Capital Management Inc3,204$390.0K0.02%––
Leonteq Securities AG3,207$390.6K0.03%––
Strid Group, LLC3,210$391.0K0.10%––
Cullen/Frost Bankers, Inc.3,240$395.0K0.01%––
Rodgers Brothers Inc.3,250$396.0K0.08%––
Wedbush Securities Inc3,273$399.0K0.02%––
Tokio Marine Asset Management Co Ltd3,296$401.0K0.04%––
Moors & Cabot, Inc.3,301$402.0K0.03%––
Pinnacle Wealth Planning Services, Inc.3,302$402.0K0.10%––
Reynders McVeigh Capital Management, LLC3,311$403.0K0.03%––
Parallel Advisors, LLC3,316$404.0K0.02%––
Resources Investment Advisors, LLC.3,332$406.0K0.02%––
Domani Wealth, LLC3,340$407.0K0.08%––
44 Wealth Management LLC3,362$409.0K0.17%––
Advisory Services Network, LLC3,375$412.0K0.02%––
JGP Wealth Management, LLC3,385$412.0K0.09%––
Ruffer LLP3,400$414.0K0.01%––
Tower Bridge Advisors3,400$414.1K0.03%––
Buckley Wealth Management, LLC3,468$422.0K0.16%––
Henshaw Capital LLC3,466$422.2K0.03%––
Truefg, LLC3,500$426.0K0.23%––
Noesis Capital Mangement Corp3,504$427.0K0.10%––
Bridgewater Advisors Inc.3,223$428.0K0.22%––
First American Trust, FSB3,527$430.0K0.07%––
Fukoku Mutual Life Insurance Co3,540$431.0K0.04%––
Western Wealth Management, LLC3,582$436.0K0.06%––
Dodge & Cox3,588$437.0K0.00%––
National Asset Management, Inc.3,601$440.0K0.02%––
Aigen Investment Management, LP3,621$441.0K0.06%––
D.A. Davidson & Co.3,718$453.0K0.01%––
Gofen & Glossberg LLC3,738$455.0K0.01%––
Global Retirement Partners, LLC3,756$458.0K0.05%––
Hutchinson Capital Management3,772$459.0K0.11%––
Independence Bank of Kentucky3,770$459.0K0.22%––
Ausdal Financial Partners, Inc.3,784$461.0K0.08%––
Caldwell Trust Co3,800$462.8K0.06%––
ETF Managers Group, LLC3,861$469.0K0.01%––
Meeder Asset Management Inc3,865$471.0K0.02%––
Assenagon Asset Management S.A.3,867$471.0K0.00%––
TD Private Client Wealth LLC3,876$472.1K0.02%––
Matthew Goff Investment Advisor, LLC3,891$474.0K0.13%––
Prospector Partners LLC3,900$475.0K0.06%––
Capital Asset Advisory Services LLC3,988$486.0K0.07%––
Robotti Robert4,000$487.0K0.12%––
Murphy, Middleton, Hinkle & Parker, Inc.3,995$487.0K0.28%––
Norway Savings Bank4,057$494.0K0.26%––
Atlantic Union Bankshares Corp4,081$497.0K0.05%––
Trust Asset Management LLC4,089$498.0K0.07%––
Proequities, Inc.4,149$505.0K0.04%––
Bridges Investment Management Inc4,174$508.0K0.01%––
TCF National Bank4,167$508.0K0.06%––
Duncker Streett & Co Inc4,200$512.0K0.10%––
Hilltop Holdings Inc.4,232$516.0K0.07%––
United Capital Financial Advisers, LLC4,305$524.0K0.00%––
Sawtooth Solutions, LLC4,301$524.0K0.12%––
VeraBank, N.A.4,304$524.0K0.34%––
Fosun International Ltd4,507$548.0K0.04%––
Orion Portfolio Solutions, LLC4,515$550.0K0.02%––
Csenge Advisory Group4,367$551.0K0.06%––
Ameritas Investment Company, LLC4,562$555.6K0.05%––
GWM Advisors LLC4,562$556.0K0.02%––
Vontobel Holding Ltd.4,594$559.0K0.00%––
SFMG, LLC4,603$561.0K0.07%––
Arden Trust Co4,613$562.0K0.09%––
Bryn Mawr Trust Co4,641$565.0K0.02%––
Oppenheimer & Co Inc4,692$571.0K0.01%––
Icon Advisers Inc4,700$572.0K0.09%––
Opus Capital Group, LLC4,760$580.0K0.14%––
Ironwood Investment Counsel, LLC4,800$584.0K0.17%––
Financial Counselors Inc4,801$585.0K0.01%––
Creative Financial Designs Inc4,815$586.0K0.11%––
Checchi Capital Advisers, LLC4,817$587.0K0.08%––
Personal Wealth Partners4,872$593.0K0.27%––
Jarislowsky, Fraser Ltd4,900$596.0K0.00%––
Clarius Group, LLC4,891$596.0K0.06%––
Kestra Private Wealth Services, LLC4,929$600.0K0.04%––
Blueshift Asset Management, LLC4,939$602.0K0.06%––
Sentry Investment Management LLC4,962$604.0K0.17%––
Tdam USA Inc.4,959$604.0K0.04%––
Empirical Finance, LLC5,185$607.0K0.11%––
Kalos Management, Inc.4,531$610.0K0.19%––
Truehand, Inc5,073$618.0K0.38%––
Optimal Asset Management, Inc.5,100$621.0K0.08%––
Pathstone Family Office, LLC5,107$622.0K0.02%––
Westshore Wealth, LLC5,116$623.0K0.36%––
Glassman Wealth Services5,192$632.0K0.14%––
Ashfield Capital Partners, LLC5,200$633.0K0.05%––
Voya Financial Advisors, Inc.5,211$633.0K0.02%––
Gateway Investment Advisers LLC5,240$638.0K0.01%––
Murphy Pohlad Asset Management LLC5,285$643.0K0.28%––
Quadrant Capital Group LLC5,320$648.0K0.11%––
Signaturefd, LLC5,349$651.0K0.03%––
Freestone Capital Holdings, LLC5,347$651.0K0.04%––
Veriti Management LLC5,344$651.0K0.17%––
Gyroscope Capital Management Group, LLC5,388$656.0K0.26%––
Wealth Alliance5,392$657.0K0.18%––
Lester Murray Antman dba SimplyRich5,500$670.0K0.27%––
Mercer Capital Advisers, Inc.5,546$676.0K0.36%––