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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
Kestra Private Wealth Services, LLC4,929$600.0K0.04%––
Jarislowsky, Fraser Ltd4,900$596.0K0.00%––
Clarius Group, LLC4,891$596.0K0.06%––
Personal Wealth Partners4,872$593.0K0.27%––
Checchi Capital Advisers, LLC4,817$587.0K0.08%––
Creative Financial Designs Inc4,815$586.0K0.11%––
Financial Counselors Inc4,801$585.0K0.01%––
Ironwood Investment Counsel, LLC4,800$584.0K0.17%––
Opus Capital Group, LLC4,760$580.0K0.14%––
Icon Advisers Inc4,700$572.0K0.09%––
Oppenheimer & Co Inc4,692$571.0K0.01%––
Bryn Mawr Trust Co4,641$565.0K0.02%––
Arden Trust Co4,613$562.0K0.09%––
SFMG, LLC4,603$561.0K0.07%––
Vontobel Holding Ltd.4,594$559.0K0.00%––
GWM Advisors LLC4,562$556.0K0.02%––
Ameritas Investment Company, LLC4,562$555.6K0.05%––
Csenge Advisory Group4,367$551.0K0.06%––
Orion Portfolio Solutions, LLC4,515$550.0K0.02%––
Fosun International Ltd4,507$548.0K0.04%––
United Capital Financial Advisers, LLC4,305$524.0K0.00%––
Sawtooth Solutions, LLC4,301$524.0K0.12%––
VeraBank, N.A.4,304$524.0K0.34%––
Hilltop Holdings Inc.4,232$516.0K0.07%––
Duncker Streett & Co Inc4,200$512.0K0.10%––
Bridges Investment Management Inc4,174$508.0K0.01%––
TCF National Bank4,167$508.0K0.06%––
Proequities, Inc.4,149$505.0K0.04%––
Trust Asset Management LLC4,089$498.0K0.07%––
Atlantic Union Bankshares Corp4,081$497.0K0.05%––
Norway Savings Bank4,057$494.0K0.26%––
Robotti Robert4,000$487.0K0.12%––
Murphy, Middleton, Hinkle & Parker, Inc.3,995$487.0K0.28%––
Capital Asset Advisory Services LLC3,988$486.0K0.07%––
Prospector Partners LLC3,900$475.0K0.06%––
Matthew Goff Investment Advisor, LLC3,891$474.0K0.13%––
TD Private Client Wealth LLC3,876$472.1K0.02%––
Meeder Asset Management Inc3,865$471.0K0.02%––
Assenagon Asset Management S.A.3,867$471.0K0.00%––
ETF Managers Group, LLC3,861$469.0K0.01%––
Caldwell Trust Co3,800$462.8K0.06%––
Ausdal Financial Partners, Inc.3,784$461.0K0.08%––
Hutchinson Capital Management3,772$459.0K0.11%––
Independence Bank of Kentucky3,770$459.0K0.22%––
Global Retirement Partners, LLC3,756$458.0K0.05%––
Gofen & Glossberg LLC3,738$455.0K0.01%––
D.A. Davidson & Co.3,718$453.0K0.01%––
Aigen Investment Management, LP3,621$441.0K0.06%––
National Asset Management, Inc.3,601$440.0K0.02%––
Dodge & Cox3,588$437.0K0.00%––
Western Wealth Management, LLC3,582$436.0K0.06%––
Fukoku Mutual Life Insurance Co3,540$431.0K0.04%––
First American Trust, FSB3,527$430.0K0.07%––
Bridgewater Advisors Inc.3,223$428.0K0.22%––
Noesis Capital Mangement Corp3,504$427.0K0.10%––
Truefg, LLC3,500$426.0K0.23%––
Henshaw Capital LLC3,466$422.2K0.03%––
Buckley Wealth Management, LLC3,468$422.0K0.16%––
Tower Bridge Advisors3,400$414.1K0.03%––
Ruffer LLP3,400$414.0K0.01%––
Advisory Services Network, LLC3,375$412.0K0.02%––
JGP Wealth Management, LLC3,385$412.0K0.09%––
44 Wealth Management LLC3,362$409.0K0.17%––
Domani Wealth, LLC3,340$407.0K0.08%––
Resources Investment Advisors, LLC.3,332$406.0K0.02%––
Parallel Advisors, LLC3,316$404.0K0.02%––
Reynders McVeigh Capital Management, LLC3,311$403.0K0.03%––
Moors & Cabot, Inc.3,301$402.0K0.03%––
Pinnacle Wealth Planning Services, Inc.3,302$402.0K0.10%––
Tokio Marine Asset Management Co Ltd3,296$401.0K0.04%––
Wedbush Securities Inc3,273$399.0K0.02%––
Rodgers Brothers Inc.3,250$396.0K0.08%––
Cullen/Frost Bankers, Inc.3,240$395.0K0.01%––
Strid Group, LLC3,210$391.0K0.10%––
Leonteq Securities AG3,207$390.6K0.03%––
Coldstream Capital Management Inc3,204$390.0K0.02%––
REDW Wealth LLC3,190$389.0K0.13%––
Weld Capital Management LLC3,190$389.0K0.16%––
Dorsey & Whitney Trust CO LLC3,179$387.0K0.04%––
Contravisory Investment Management, Inc.3,158$385.0K0.12%––
Stockman Wealth Management, Inc.3,135$382.0K0.11%––
CAPROCK Group, Inc.3,129$381.0K0.04%––
Lake Street Advisors Group, LLC3,120$380.0K0.03%––
Fulton Bank, N.A.3,096$377.0K0.02%––
Defined Wealth Management, LLC3,095$377.0K0.36%––
Waller Financial Planning Group, Inc3,039$370.0K0.11%––
Horizon Investments, LLC3,032$369.0K0.01%––
American Portfolios Advisors3,020$367.8K0.02%––
Capital Advisors Inc3,004$366.0K0.01%––
Amica Retiree Medical Trust3,006$366.0K0.25%––
Gyon Technologies Capital Management, LP3,009$366.0K0.16%––
Homrich & Berg2,997$365.0K0.01%––
Avidian Wealth Solutions, LLC2,977$363.0K0.03%––
Putnam Investments LLC2,916$355.0K0.00%––
Bollard Group LLC2,908$354.0K0.01%––
Israel Discount Bank of New York2,854$348.0K0.27%––
Arcus Capital Partners, LLC2,798$341.0K0.03%––
Rockland Trust Co2,752$335.0K0.02%––
North Star Asset Management Inc2,750$335.0K0.02%––
Cetera Advisor Networks LLC2,749$335.0K0.01%––