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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, Q2 2021

Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 30, 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
1,007
+38 vs. Q1 2021
Shares held
452.6M
+5.11M (+1.1%) vs. Q1 2021
Total value
$63.6B
+$9.16B (+16.8%) vs. Q1 2021
New holders
109
375 more added
Sold out
71
328 more reduced

10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,007 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 heldQ2 2021: $63.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2021.

Institutions holding MRSH in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bellwether Advisors, LLC1$00.00%00.0%Unchanged
Kelly Financial Services LLC114,654$8150.03%+113,839+13,968.0%Added
WestEnd Advisors, LLC–$8440.00%–New
Baystate Wealth Management LLC10$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC4$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC4$1.00K0.00%+4New
Wolff Wiese Magana LLC10$1.00K0.00%+10New
Advocacy Wealth Management Services, LLC12$2.00K0.00%+12New
Lloyd Advisory Services, LLC.11$2.00K0.00%+11New
TFC Financial Management20$3.00K0.00%−142−87.7%Reduced
Longfellow Investment Management Co LLC17$3.00K0.00%00.0%Unchanged
Standard Family Office LLC21$3.00K0.00%00.0%Unchanged
Trust Co of Vermont20$3.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$4.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC28$4.00K0.00%+28New
Focused Wealth Management, Inc37$5.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp33$5.00K0.00%+9+37.5%Added
Ford Financial Group, LLC40$5.00K0.00%+40New
Raffa Wealth Management, LLC39$5.49K0.00%−51−56.7%Reduced
Ten Capital Wealth Advisors, LLC46$6.00K0.00%+46New
Aua Capital Management, LLC47$7.00K0.00%00.0%Unchanged
Better Money Decisions, LLC53$7.00K0.01%00.0%Unchanged
Holloway Wealth Management, LLC–$7.00K0.00%–New
Smith Asset Management Group LP54$8.00K0.00%−12−18.2%Reduced
Salem Investment Counselors Inc60$8.00K0.00%00.0%Unchanged
Liberty Wealth Management LLC58$8.00K0.00%00.0%Unchanged
Clean Yield Group60$8.00K0.00%+60New
Parisi Gray Wealth Management55$8.00K0.00%+55New
Asset Dedication, LLC62$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.65$9.00K0.00%+21+47.7%Added
First Horizon Advisors, Inc.76$10.0K0.00%−140−64.8%Reduced
Gleason Group, Inc.72$10.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.68$10.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$10.0K0.01%+30+75.0%Added
Arcadia Investment Management Corp74$10.0K0.00%+74New
FormulaFolio Investments, LLC80$11.0K0.00%00.0%Unchanged
Atwood & Palmer Inc75$11.0K0.00%00.0%Unchanged
MV Capital Management, Inc.80$11.0K0.00%+68+566.7%Added
JJJ Advisors Inc.95$13.0K0.00%+20+26.7%Added
Nicholas Company, Inc.100$14.0K0.00%−100−50.0%Reduced
First Financial Corp103$14.0K0.01%00.0%Unchanged
JNBA Financial Advisors100$14.0K0.00%00.0%Unchanged
Capital Analysts, LLC100$14.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.97$14.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC96$14.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton108$15.0K0.01%00.0%Unchanged
M&R Capital Management Inc114$16.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.118$17.0K0.00%−22−15.7%Reduced
Exchange Traded Concepts, LLC118$17.0K0.00%+118New
Credential Qtrade Securities Inc.121$17.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management163$19.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC134$19.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.145$20.0K0.00%+12+9.0%Added
Sonora Investment Management, LLC152$21.0K0.00%00.0%Unchanged
Resolute Partners Group149$21.0K0.00%00.0%Unchanged
State of Wyoming165$23.0K0.01%−371−69.2%Reduced
Fred Alger Management, LLC169$24.0K0.00%+169New
Financial Insights, Inc.174$24.5K0.02%+174New
GPS Wealth Strategies Group, LLC175$25.0K0.01%00.0%Unchanged
NewSquare Capital LLC177$25.0K0.00%+177New
NEXT Financial Group, Inc179$26.0K0.00%−6−3.2%Reduced
Atlas Capital Advisors LLC185$26.0K0.00%−1,754−90.5%Reduced
Pin Oak Investment Advisors Inc195$27.0K0.03%00.0%Unchanged
Arkadios Wealth Advisors194$27.0K0.00%+85+78.0%Added
Savior LLC198$28.0K0.02%−33−14.3%Reduced
Country Trust Bank200$28.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC203$29.0K0.00%+203New
Allworth Financial LP213$30.0K0.00%+50+30.7%Added
Trustcore Financial Services, LLC214$30.0K0.00%+214New
Earnest Partners LLC220$31.0K0.00%00.0%Unchanged
Investors Research Corp228$32.0K0.01%00.0%Unchanged
Piscataqua Savings Bank229$32.0K0.03%00.0%Unchanged
Newbridge Financial Services Group, Inc.233$33.0K0.02%+5+2.2%Added
Graves-Light Private Wealth Management, Inc.254$36.0K0.01%−36−12.4%Reduced
Evolution Wealth Advisors, LLC261$37.0K0.01%−3−1.1%Reduced
Tortoise Investment Management, LLC260$37.0K0.01%+170+188.9%Added
Johnson Financial Group, Inc.278$39.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC300$42.0K0.01%00.0%Unchanged
Addison Advisors LLC297$42.0K0.03%+297New
Coastal Capital Group, Inc.305$43.0K0.01%+1+0.3%Added
HighMark Wealth Management LLC308$43.0K0.03%+2+0.7%Added
Evoke Wealth, LLC312$44.0K0.00%−52−14.3%Reduced
Castleview Partners, LLC317$45.0K0.02%+317New
McClarren Financial Advisors, Inc.328$46.0K0.04%00.0%Unchanged
First Bank & Trust341$48.0K0.02%00.0%Unchanged
Tarbox Family Office, Inc.348$49.0K0.01%00.0%Unchanged
Silvant Capital Management LLC358$50.0K0.01%00.0%Unchanged
Enterprise Financial Services Corp359$51.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA370$52.1K0.06%+170+85.0%Added
Sandy Spring Bank400$56.0K0.00%−582−59.3%Reduced
Riverview Trust Co400$56.0K0.06%00.0%Unchanged
Versant Capital Management, Inc397$56.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC406$57.0K0.01%+1+0.2%Added
Gemmer Asset Management LLC406$57.0K0.01%00.0%Unchanged
Ellis Investment Partners, LLC406$57.0K0.01%00.0%Unchanged
Strategic Blueprint, LLC418$59.0K0.01%+418New
Glen Eagle Advisors, LLC425$59.8K0.02%00.0%Unchanged
First Horizon Corp429$60.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC423$60.0K0.01%+160+60.8%Added
Jackson, Grant Investment Advisers, Inc.436$61.0K0.03%+2+0.5%Added