Marsh & McLennan Companies, Inc.

MRSH

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

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $54.7B

Institutions holding MRSH and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,506	$73.1B
Q1 2026	1,548	$76.1B
Q4 2025	1,594	$80.9B
Q3 2025	1,576	$87.2B
Q2 2025	1,610	$97.3B
Q1 2025	1,627	$108.0B
Q4 2024	1,578	$94.2B
Q3 2024	1,531	$97.1B
Q2 2024	1,476	$92.3B
Q1 2024	1,444	$89.9B
Q4 2023	1,376	$82.4B
Q3 2023	1,294	$82.0B
Q2 2023	1,258	$81.5B
Q1 2023	1,228	$72.1B
Q4 2022	1,223	$72.3B
Q3 2022	1,159	$65.5B
Q2 2022	1,150	$68.6B
Q1 2022	1,151	$75.2B
Q4 2021	1,170	$77.6B
Q3 2021	1,078	$68.0B
Q2 2021	1,007	$63.6B
Q1 2021	979	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Strategic Investment Advisors	10,759	$1.31M	0.34%	–	–
Transcend Wealth Collective, LLC	11,070	$1.35M	0.16%	–	–
Fieldpoint Private Securities, LLC	11,114	$1.35M	0.32%	–	–
CWM, LLC	9,690	$1.36M	0.01%	–	–
RMR Wealth Builders	11,321	$1.38M	0.36%	–	–
Occidental Asset Management, LLC	11,352	$1.38M	0.41%	–	–
Bremer Bank National Association	11,379	$1.39M	0.32%	–	–
Charter Trust Co	11,408	$1.39M	0.14%	–	–
Steward Partners Investment Advisory, LLC	11,470	$1.40M	0.02%	–	–
Tealwood Asset Management Inc	11,515	$1.40M	0.56%	–	–
Sowell Financial Services LLC	10,189	$1.40M	0.05%	–	–
AE Wealth Management LLC	11,652	$1.42M	0.01%	–	–
Clifford Swan Investment Counsel LLC	11,847	$1.44M	0.06%	–	–
Fiduciary Trust Co	11,862	$1.44M	0.03%	–	–
Federated Hermes, Inc.	11,892	$1.45M	0.00%	–	–
Bessemer Group Inc	12,080	$1.47M	0.00%	–	–
Essex Investment Management Co LLC	12,099	$1.47M	0.18%	–	–
Private Trust Co NA	12,122	$1.48M	0.24%	–	–
Dumont & Blake Investment Advisors LLC	12,133	$1.48M	0.45%	–	–
Captrust Financial Advisors	12,164	$1.48M	0.02%	–	–
Redpoint Investment Management Pty Ltd	12,219	$1.49M	0.13%	–	–
Close Asset Management Ltd	12,257	$1.49M	0.08%	–	–
Schonfeld Strategic Advisors LLC	12,285	$1.50M	0.02%	–	–
Front Row Advisors LLC	12,290	$1.50M	0.73%	–	–
Beacon Pointe Advisors, LLC	12,381	$1.51M	0.09%	–	–
HighPoint Advisor Group LLC	11,999	$1.51M	0.18%	–	–
SRB Corp	12,438	$1.51M	0.10%	–	–
O'Shaughnessy Asset Management, LLC	12,552	$1.53M	0.03%	–	–
Kestra Advisory Services, LLC	12,607	$1.54M	0.02%	–	–
Shelton Capital Management	12,624	$1.54M	0.05%	–	–
Fayez Sarofim & Co	12,750	$1.55M	0.01%	–	–
American National Registered Investment Advisor, Inc.	12,925	$1.57M	0.61%	–	–
Illinois Municipal Retirement Fund	13,513	$1.65M	0.07%	–	–
Van Eck Associates Corp	13,715	$1.67M	0.00%	–	–
River Wealth Advisors LLC	13,802	$1.68M	0.32%	–	–
Alerus Financial NA	13,861	$1.69M	0.18%	–	–
Argent Trust Co	13,997	$1.70M	0.12%	–	–
Seeyond	14,002	$1.71M	0.17%	–	–
Kentucky Retirement Systems Insurance Trust Fund	14,037	$1.71M	0.18%	–	–
KCS Wealth Advisory	14,144	$1.72M	0.89%	–	–
Lincoln National Corp	14,275	$1.74M	0.04%	–	–
Ethic Inc.	14,270	$1.74M	0.31%	–	–
Schaper Benz & Wise Investment Counsel Inc	14,290	$1.74M	0.17%	–	–
Apollon Wealth Management, LLC	14,383	$1.75M	0.34%	–	–
Wolverine Trading, LLC	14,454	$1.76M	0.03%	–	–
Cresset Asset Management, LLC	14,425	$1.76M	0.03%	–	–
Northwest & Ethical Investments L.P.	14,603	$1.78M	0.06%	–	–
Acorn Financial Advisory Services Inc	14,607	$1.78M	0.65%	–	–
Cary Street Partners Asset Management LLC	163,830	$1.79M	0.44%	–	–
World Asset Management Inc	13,287	$1.80M	0.16%	–	–
HRT Financial LP	15,079	$1.84M	0.02%	–	–
HBK Sorce Advisory LLC	15,359	$1.87M	0.11%	–	–
Everence Capital Management Inc	15,390	$1.88M	0.17%	–	–
Pitcairn Co	15,545	$1.89M	0.13%	–	–
Welch & Forbes LLC	15,636	$1.90M	0.04%	–	–
Norinchukin Bank, The	15,675	$1.91M	0.03%	–	–
Amica Mutual Insurance Co	15,801	$1.93M	0.22%	–	–
Walleye Capital LLC	15,820	$1.93M	0.12%	–	–
Agf Investments Inc.	15,949	$1.94M	0.02%	–	–
Prio Wealth Limited Partnership	16,001	$1.95M	0.07%	–	–
Venture Visionary Partners LLC	16,084	$1.96M	0.16%	–	–
Heritage Wealth Advisors	16,238	$1.98M	0.12%	–	–
Mechanics Bank Trust Department	16,313	$1.99M	0.34%	–	–
Mirae Asset Global Investments Co., Ltd.	16,564	$2.02M	0.01%	–	–
Allstate Corp	16,585	$2.02M	0.06%	–	–
Reilly Financial Advisors, LLC	16,702	$2.03M	0.18%	–	–
BP PLC	16,764	$2.04M	0.07%	–	–
Bruderman Asset Management, LLC	17,214	$2.10M	0.58%	–	–
IBM Retirement Fund	17,234	$2.10M	0.15%	–	–
Regions Financial Corp	17,412	$2.12M	0.02%	–	–
Jane Street Group, LLC	17,579	$2.14M	0.01%	–	–
Capital Planning Advisors, LLC	18,005	$2.19M	0.49%	–	–
Carnegie Capital Asset Management, LLC	18,092	$2.19M	0.09%	–	–
AlphaCrest Capital Management LLC	18,089	$2.20M	0.12%	–	–
MML Investors Services, LLC	18,122	$2.21M	0.02%	–	–
Cigna Investments Inc	18,260	$2.22M	0.15%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	18,354	$2.23M	0.04%	–	–
Aptus Capital Advisors, LLC	18,535	$2.26M	0.12%	–	–
Advisor Partners LLC	18,576	$2.26M	0.16%	–	–
Triasima Portfolio Management inc.	18,585	$2.26M	0.11%	–	–
Relyea Zuckerberg Hanson LLC	17,148	$2.27M	1.00%	–	–
Panagora Asset Management Inc	18,645	$2.27M	0.01%	–	–
Northwest Investment Counselors, LLC	18,711	$2.28M	0.65%	–	–
Erste Asset Management GmbH	19,100	$2.32M	0.06%	–	–
Quantitative Investment Management, LLC	19,108	$2.33M	0.20%	–	–
Sumitomo Life Insurance Co	19,478	$2.37M	0.10%	–	–
Commerce Bank	19,840	$2.42M	0.02%	–	–
RBF Capital, LLC	20,000	$2.44M	0.15%	–	–
Manatuck Hill Partners, LLC	20,000	$2.44M	0.82%	–	–
Souders Financial Advisors	20,234	$2.46M	0.97%	–	–
Ninety One North America, Inc.	20,397	$2.48M	0.14%	–	–
E. Ohman J:or Asset Management AB	20,424	$2.49M	0.09%	–	–
Synovus Financial Corp	20,508	$2.49M	0.03%	–	–
Veritable, L.P.	20,470	$2.49M	0.04%	–	–
Pensionfund Sabic	20,700	$2.52M	0.58%	–	–
Financial Engines Advisors L.L.C.	20,746	$2.53M	0.01%	–	–
Bokf, NA	20,889	$2.54M	0.05%	–	–
Corient Capital Partners, LLC	21,031	$2.56M	0.22%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	21,202	$2.58M	0.26%	–	–
Regentatlantic Capital LLC	21,315	$2.60M	0.09%	–	–