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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
Zions Bancorporation, N.A.5,575$679.0K0.08%––
Versor Investments LP5,622$685.0K0.04%––
Occudo Quantitative Strategies LP5,631$686.0K0.15%––
Brighton Jones LLC5,751$700.0K0.04%––
Engineers Gate Manager LP5,747$700.0K0.03%––
ExodusPoint Capital Management, LP5,763$702.0K0.01%––
Greenleaf Trust5,922$721.0K0.01%––
Aurora Investment Counsel6,051$737.0K0.54%––
Venturi Wealth Management, LLC6,102$743.0K0.07%––
Campbell & CO Investment Adviser LLC6,155$750.0K0.46%––
AlphaStar Capital Management, LLC6,200$755.0K0.12%––
Clearstead Advisors, LLC6,260$762.0K0.06%––
Edgemoor Investment Advisors, Inc.6,260$762.0K0.08%––
Ieq Capital, LLC6,268$764.0K0.03%––
Boltwood Capital Management6,287$766.0K0.34%––
Cary Street Partner Investment Advisory LLC6,359$775.0K0.32%––
PFG Advisors6,407$780.0K0.10%––
Wealthspire Advisors, LLC6,419$782.0K0.02%––
Douglas Lane & Associates, LLC6,426$783.0K0.01%––
Stephens Inc6,434$784.0K0.01%––
NatWest Group plc6,440$784.0K0.38%––
Capital Investment Advisors, LLC6,486$790.0K0.03%––
Ropes Wealth Advisors LLC5,863$790.0K0.14%––
Smithfield Trust Co6,600$804.0K0.06%––
Elmwood Wealth Management, Inc.6,703$816.0K0.50%––
Alphasimplex Group, LLC6,705$817.0K0.34%––
Gries Financial LLC6,101$821.0K0.26%––
Conning Inc.6,852$835.0K0.03%––
Bartlett & Co. LLC6,873$837.0K0.02%––
Bartlett & Co. Wealth Management LLC6,873$837.1K0.02%––
Aries Wealth Management6,691$839.0K0.38%––
JustInvest LLC6,988$851.0K0.13%––
Bowen Hanes & Co Inc7,025$856.0K0.03%––
Wealthcare Advisory Partners LLC7,116$867.0K0.06%––
NewEdge Wealth, LLC7,231$881.0K0.09%––
Canandaigua National Corp7,304$890.0K0.15%––
Walleye Trading LLC7,318$891.0K0.03%––
Redwood Investment Management, LLC7,345$891.0K0.17%––
Trust Co of Toledo NA7,362$897.0K0.16%––
Ameritas Investment Partners, Inc.7,377$898.0K0.03%––
HM Payson & Co7,454$908.0K0.02%––
West Paces Advisors Inc.7,461$908.8K0.37%––
TCTC Holdings, LLC7,496$913.0K0.04%––
QS Investors, LLC7,490$913.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt7,511$915.0K0.06%––
Mission Wealth Management, LP7,511$915.0K0.05%––
Diversified Trust Co7,530$917.0K0.04%––
Allred Capital Management, LLC7,617$927.8K0.42%––
Benjamin F. Edwards & Company, Inc.7,625$929.0K0.05%––
United Bank7,800$950.0K0.67%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP7,805$951.0K0.01%––
Wetherby Asset Management Inc7,844$955.0K0.07%––
Toews Corp7,900$962.0K0.08%––
Ci Investments Inc.7,900$962.0K0.00%––
Citizens & Northern Corp7,950$968.0K0.38%––
Thompson Siegel & Walmsley LLC7,972$971.0K0.01%––
Profund Advisors LLC7,999$974.0K0.04%––
Ferguson Wellman Capital Management, Inc8,014$976.0K0.03%––
Qube Research & Technologies Ltd8,068$983.0K0.02%––
Belpointe Asset Management LLC8,077$984.0K0.08%––
IndexIQ Advisors LLC8,115$988.0K0.03%––
Moneta Group Investment Advisors LLC8,169$995.0K0.05%––
Annex Advisory Services, LLC8,174$995.0K0.10%––
Raymond James Trust N.A.8,184$997.0K0.03%––
Y-Intercept (Hong Kong) Ltd8,215$998.0K0.27%––
Wilkins Investment Counsel Inc8,240$1.00M0.26%––
Symmetry Partners, LLC8,370$1.02M0.07%––
Enterprise Bank & Trust Co8,404$1.02M0.43%––
Wintrust Investments LLC8,515$1.04M0.11%––
Neville Rodie & Shaw Inc8,530$1.04M0.09%––
Mount Yale Investment Advisors, LLC8,580$1.04M0.14%––
CIBC World Markets Inc.8,657$1.05M0.00%––
Edgestream Partners, L.P.8,669$1.06M0.06%––
TrinityPoint Wealth, LLC8,732$1.06M0.25%––
Evercore Wealth Management, LLC8,779$1.07M0.02%––
Wimmer Associates 1, LLC8,863$1.08M0.59%––
Snowden Capital Advisors LLC8,967$1.09M0.06%––
Howland Capital Management LLC8,997$1.10M0.06%––
Hills Bank & Trust Co9,053$1.10M0.18%––
James Hambro & Partners9,186$1.12M0.10%––
Edmond de Rothschild Holding S.A.9,195$1.12M0.03%––
Roosevelt Investment Group LLC9,289$1.13M0.07%––
Donaldson Capital Management, LLC9,332$1.14M0.06%––
Grimes & Company, Inc.9,437$1.15M0.06%––
Cambridge Investment Research Advisors, Inc.9,447$1.15M0.01%––
CX Institutional9,452$1.15M0.10%––
First National Trust Co9,501$1.16M0.08%––
FORA Capital, LLC9,497$1.16M0.38%––
Duality Advisers, LP9,653$1.18M0.10%––
Ativo Capital Management LLC9,750$1.19M0.50%––
DSM Capital Partners LLC9,850$1.20M0.01%––
Vestmark Advisory Solutions, Inc.9,948$1.21M0.11%––
Hartline Investment Corp10,000$1.22M0.19%––
Cohen Klingenstein LLC10,000$1.22M0.06%––
Union Heritage Capital, LLC10,000$1.22M0.61%––
Altium Wealth Management LLC10,130$1.23M0.10%––
Lido Advisors, LLC10,354$1.26M0.04%––
Capital Fund Management S.A.10,550$1.28M0.04%––
Banque Pictet & Cie SA10,600$1.29M0.02%––
Chesley Taft & Associates LLC10,456$1.31M0.08%––