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
Aptus Capital Advisors, LLC	18,535	$2.26M	0.12%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	18,354	$2.23M	0.04%	–	–
Cigna Investments Inc	18,260	$2.22M	0.15%	–	–
MML Investors Services, LLC	18,122	$2.21M	0.02%	–	–
AlphaCrest Capital Management LLC	18,089	$2.20M	0.12%	–	–
Carnegie Capital Asset Management, LLC	18,092	$2.19M	0.09%	–	–
Capital Planning Advisors, LLC	18,005	$2.19M	0.49%	–	–
Jane Street Group, LLC	17,579	$2.14M	0.01%	–	–
Regions Financial Corp	17,412	$2.12M	0.02%	–	–
IBM Retirement Fund	17,234	$2.10M	0.15%	–	–
Bruderman Asset Management, LLC	17,214	$2.10M	0.58%	–	–
BP PLC	16,764	$2.04M	0.07%	–	–
Reilly Financial Advisors, LLC	16,702	$2.03M	0.18%	–	–
Allstate Corp	16,585	$2.02M	0.06%	–	–
Mirae Asset Global Investments Co., Ltd.	16,564	$2.02M	0.01%	–	–
Mechanics Bank Trust Department	16,313	$1.99M	0.34%	–	–
Heritage Wealth Advisors	16,238	$1.98M	0.12%	–	–
Venture Visionary Partners LLC	16,084	$1.96M	0.16%	–	–
Prio Wealth Limited Partnership	16,001	$1.95M	0.07%	–	–
Agf Investments Inc.	15,949	$1.94M	0.02%	–	–
Walleye Capital LLC	15,820	$1.93M	0.12%	–	–
Amica Mutual Insurance Co	15,801	$1.93M	0.22%	–	–
Norinchukin Bank, The	15,675	$1.91M	0.03%	–	–
Welch & Forbes LLC	15,636	$1.90M	0.04%	–	–
Pitcairn Co	15,545	$1.89M	0.13%	–	–
Everence Capital Management Inc	15,390	$1.88M	0.17%	–	–
HBK Sorce Advisory LLC	15,359	$1.87M	0.11%	–	–
HRT Financial LP	15,079	$1.84M	0.02%	–	–
World Asset Management Inc	13,287	$1.80M	0.16%	–	–
Cary Street Partners Asset Management LLC	163,830	$1.79M	0.44%	–	–
Acorn Financial Advisory Services Inc	14,607	$1.78M	0.65%	–	–
Northwest & Ethical Investments L.P.	14,603	$1.78M	0.06%	–	–
Cresset Asset Management, LLC	14,425	$1.76M	0.03%	–	–
Wolverine Trading, LLC	14,454	$1.76M	0.03%	–	–
Apollon Wealth Management, LLC	14,383	$1.75M	0.34%	–	–
Schaper Benz & Wise Investment Counsel Inc	14,290	$1.74M	0.17%	–	–
Lincoln National Corp	14,275	$1.74M	0.04%	–	–
Ethic Inc.	14,270	$1.74M	0.31%	–	–
KCS Wealth Advisory	14,144	$1.72M	0.89%	–	–
Kentucky Retirement Systems Insurance Trust Fund	14,037	$1.71M	0.18%	–	–
Seeyond	14,002	$1.71M	0.17%	–	–
Argent Trust Co	13,997	$1.70M	0.12%	–	–
Alerus Financial NA	13,861	$1.69M	0.18%	–	–
River Wealth Advisors LLC	13,802	$1.68M	0.32%	–	–
Van Eck Associates Corp	13,715	$1.67M	0.00%	–	–
Illinois Municipal Retirement Fund	13,513	$1.65M	0.07%	–	–
American National Registered Investment Advisor, Inc.	12,925	$1.57M	0.61%	–	–
Fayez Sarofim & Co	12,750	$1.55M	0.01%	–	–
Shelton Capital Management	12,624	$1.54M	0.05%	–	–
Kestra Advisory Services, LLC	12,607	$1.54M	0.02%	–	–
O'Shaughnessy Asset Management, LLC	12,552	$1.53M	0.03%	–	–
SRB Corp	12,438	$1.51M	0.10%	–	–
HighPoint Advisor Group LLC	11,999	$1.51M	0.18%	–	–
Beacon Pointe Advisors, LLC	12,381	$1.51M	0.09%	–	–
Front Row Advisors LLC	12,290	$1.50M	0.73%	–	–
Schonfeld Strategic Advisors LLC	12,285	$1.50M	0.02%	–	–
Close Asset Management Ltd	12,257	$1.49M	0.08%	–	–
Redpoint Investment Management Pty Ltd	12,219	$1.49M	0.13%	–	–
Captrust Financial Advisors	12,164	$1.48M	0.02%	–	–
Dumont & Blake Investment Advisors LLC	12,133	$1.48M	0.45%	–	–
Private Trust Co NA	12,122	$1.48M	0.24%	–	–
Essex Investment Management Co LLC	12,099	$1.47M	0.18%	–	–
Bessemer Group Inc	12,080	$1.47M	0.00%	–	–
Federated Hermes, Inc.	11,892	$1.45M	0.00%	–	–
Fiduciary Trust Co	11,862	$1.44M	0.03%	–	–
Clifford Swan Investment Counsel LLC	11,847	$1.44M	0.06%	–	–
AE Wealth Management LLC	11,652	$1.42M	0.01%	–	–
Sowell Financial Services LLC	10,189	$1.40M	0.05%	–	–
Tealwood Asset Management Inc	11,515	$1.40M	0.56%	–	–
Steward Partners Investment Advisory, LLC	11,470	$1.40M	0.02%	–	–
Charter Trust Co	11,408	$1.39M	0.14%	–	–
Bremer Bank National Association	11,379	$1.39M	0.32%	–	–
Occidental Asset Management, LLC	11,352	$1.38M	0.41%	–	–
RMR Wealth Builders	11,321	$1.38M	0.36%	–	–
CWM, LLC	9,690	$1.36M	0.01%	–	–
Fieldpoint Private Securities, LLC	11,114	$1.35M	0.32%	–	–
Transcend Wealth Collective, LLC	11,070	$1.35M	0.16%	–	–
Strategic Investment Advisors	10,759	$1.31M	0.34%	–	–
Chesley Taft & Associates LLC	10,456	$1.31M	0.08%	–	–
Banque Pictet & Cie SA	10,600	$1.29M	0.02%	–	–
Capital Fund Management S.A.	10,550	$1.28M	0.04%	–	–
Lido Advisors, LLC	10,354	$1.26M	0.04%	–	–
Altium Wealth Management LLC	10,130	$1.23M	0.10%	–	–
Hartline Investment Corp	10,000	$1.22M	0.19%	–	–
Cohen Klingenstein LLC	10,000	$1.22M	0.06%	–	–
Union Heritage Capital, LLC	10,000	$1.22M	0.61%	–	–
Vestmark Advisory Solutions, Inc.	9,948	$1.21M	0.11%	–	–
DSM Capital Partners LLC	9,850	$1.20M	0.01%	–	–
Ativo Capital Management LLC	9,750	$1.19M	0.50%	–	–
Duality Advisers, LP	9,653	$1.18M	0.10%	–	–
First National Trust Co	9,501	$1.16M	0.08%	–	–
FORA Capital, LLC	9,497	$1.16M	0.38%	–	–
Cambridge Investment Research Advisors, Inc.	9,447	$1.15M	0.01%	–	–
CX Institutional	9,452	$1.15M	0.10%	–	–
Grimes & Company, Inc.	9,437	$1.15M	0.06%	–	–
Donaldson Capital Management, LLC	9,332	$1.14M	0.06%	–	–
Roosevelt Investment Group LLC	9,289	$1.13M	0.07%	–	–
Edmond de Rothschild Holding S.A.	9,195	$1.12M	0.03%	–	–
James Hambro & Partners	9,186	$1.12M	0.10%	–	–
Hills Bank & Trust Co	9,053	$1.10M	0.18%	–	–