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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
Blueprint Investment Partners LLC2,744$334.0K0.26%––
Ballentine Partners, LLC2,720$331.0K0.01%––
Walter & Keenan Financial Consulting Co2,700$329.0K0.12%––
RKL Wealth Management LLC2,703$329.0K0.04%––
NorthRock Partners, LLC2,703$329.0K0.03%––
M Holdings Securities, Inc.2,687$327.0K0.03%––
First Hawaiian Bank2,678$326.0K0.01%––
Park Avenue Securities LLC2,671$325.0K0.01%––
Boyd Watterson Asset Management LLC2,669$325.0K0.14%––
Sutton Wealth Advisors Inc.2,656$323.5K0.13%––
Hall Laurie J Trustee2,650$322.0K0.12%––
Flagship Harbor Advisors, LLC2,647$322.0K0.04%––
Boston Research & Management Inc2,620$319.0K0.10%––
Westover Capital Advisors, LLC2,614$318.0K0.11%––
Savant Capital, LLC2,593$316.0K0.02%––
Fulcrum Asset Management LLP–$314.0K0.20%––
Advisory Alpha, LLC2,574$314.0K0.03%––
Carolinas Wealth Consulting LLC2,574$314.0K0.08%––
Toroso Investments, LLC2,570$313.0K0.01%––
ARS Investment Partners, LLC2,553$311.0K0.04%––
Wallace Capital Management Inc.2,443$310.0K0.04%––
SOL Capital Management CO2,520$307.0K0.06%––
Financial Advocates Investment Management2,513$306.0K0.02%––
Personal Capital Advisors Corp2,475$301.0K0.00%––
Aberdeen Wealth Management LLC2,436$297.0K0.24%––
DF Dent & Co Inc2,403$293.0K0.00%––
King Luther Capital Management Corp2,398$292.0K0.00%––
Meiji Yasuda Life Insurance Co2,400$292.0K0.01%––
Alera Investment Advisors, LLC2,369$289.0K0.10%––
Pinnacle Associates Ltd2,354$287.0K0.01%––
Kore Private Wealth LLC2,353$287.0K0.04%––
Powell Investment Advisors, LLC2,350$286.0K0.19%––
Peapack Gladstone Financial Corp2,322$283.0K0.01%––
Asio Capital, LLC2,300$280.0K0.12%––
Lantz Financial LLC2,292$279.0K0.16%––
InterOcean Capital Group, LLC2,274$277.0K0.02%––
Abbrea Capital, LLC2,248$274.0K0.05%––
Davy Global Fund Management Ltd2,223$271.0K0.05%––
Gilbert & Cook, Inc.2,222$271.0K0.05%––
Proficio Capital Partners LLC2,214$270.0K0.03%––
Montag A & Associates Inc2,202$268.0K0.02%––
Wilbanks Smith & Thomas Asset Management LLC2,200$268.0K0.01%––
Destination Wealth Management2,199$268.0K0.01%––
Dixon Hubard Feinour & Brown Inc2,193$267.0K0.06%––
Smith & Howard Wealth Management, LLC2,190$267.0K0.13%––
IHT Wealth Management, LLC2,191$267.0K0.02%––
Centaurus Financial, Inc.2,183$266.0K0.03%––
Reliant Investment Management, LLC2,186$266.0K0.13%––
We Are One Seven, LLC2,138$260.0K0.04%––
Geller Advisors LLC2,127$259.0K0.06%––
AdvisorNet Financial, Inc2,126$259.0K0.02%––
MAI Capital Management2,120$258.0K0.01%––
Eqis Capital Management, Inc.2,108$257.0K0.02%––
Mark Sheptoff Financial Planning, LLC2,100$256.0K0.15%––
Bank of the West2,092$255.0K0.03%––
Yorktown Management & Research Co Inc2,090$255.0K0.21%––
Cypress Capital Group2,096$255.0K0.04%––
Balasa Dinverno & Foltz LLC2,048$249.0K0.02%––
Abner Herrman & Brock LLC2,033$248.0K0.04%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,039$248.0K0.09%––
Willow Creek Wealth Management Inc.2,029$247.0K0.09%––
Wesbanco Bank Inc2,014$245.0K0.01%––
Hunter Associates Investment Management LLC2,000$244.0K0.06%––
S&CO Inc2,000$243.0K0.02%––
Surevest, LLC1,999$243.0K0.07%––
IFP Advisors, Inc1,997$242.0K0.00%––
Nicolet Bankshares Inc1,979$241.0K0.07%––
Buckingham Strategic Wealth, LLC1,969$240.0K0.01%––
Ambassador Advisors, LLC1,972$240.0K0.05%––
Kathmere Capital Management, LLC1,960$239.0K0.05%––
Mitchell & Pahl Private Wealth, LLC1,950$238.0K0.18%––
Boston Financial Mangement LLC1,945$237.0K0.01%––
Kanawha Capital Management LLC1,942$237.0K0.02%––
Atlas Capital Advisors LLC1,939$236.2K0.05%––
M&G Investment Management Ltd1,938$236.0K0.00%––
Athanor Capital, LP1,937$236.0K0.01%––
Pineno Levin & Ford Asset Management, Inc.1,926$235.0K0.08%––
Patron Partners Advisors, LLC1,935$235.0K0.20%––
tru Independence LLC1,909$232.0K0.04%––
Parsons Capital Management Inc1,896$231.0K0.02%––
CKW Financial Group1,900$231.0K0.04%––
Procyon Private Wealth Partners, LLC1,896$231.0K0.11%––
Inscription Capital, LLC1,885$230.0K0.08%––
Brewin Dolphin Wealth Management Ltd1,885$229.6K0.04%––
Sigma Planning Corp1,876$229.0K0.01%––
Crescent Grove Advisors, LLC1,877$229.0K0.03%––
Acima Private Wealth, LLC1,881$229.0K0.11%––
SkyView Investment Advisors, LLC1,862$226.0K0.10%––
Spire Wealth Management1,853$225.0K0.01%––
Graypoint LLC1,837$224.0K0.03%––
Curated Wealth Partners LLC1,827$223.0K0.14%––
Marathon Capital Management1,815$221.0K0.06%––
Resources Management Corp1,800$219.0K0.03%––
Samalin Investment Counsel, LLC1,803$219.0K0.15%––
Litman Gregory Asset Management LLC1,800$219.0K0.04%––
Stratos Wealth Advisors, LLC1,798$219.0K0.02%––
SeaCrest Wealth Management, LLC1,797$219.0K0.03%––
SOA Wealth Advisors, LLC.1,799$219.0K0.06%––
Northside Capital Management, LLC1,787$218.0K0.06%––
Parallax Volatility Advisers, L.P.1,780$217.0K0.00%––