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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 439 | $62.0K | 0.00% | +99+29.1% | Added |
| Islay Capital Management, LLC | 450 | $63.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 462 | $65.0K | 0.01% | +11+2.4% | Added |
| CVA Family Office, LLC | 460 | $65.0K | 0.02% | +340+283.3% | Added |
| Ninety One SA (PTY) Ltd | 469 | $66.0K | 0.02% | +39+9.1% | Added |
| Pittenger & Anderson Inc | 500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 500 | $70.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 504 | $71.0K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 503 | $71.0K | 0.09% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 513 | $72.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 509 | $72.0K | 0.02% | 00.0% | Unchanged |
| tru Independence LLC | 522 | $73.0K | 0.02% | −1,387−72.7% | Reduced |
| Bogart Wealth, LLC | 525 | $74.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 534 | $75.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 537 | $76.0K | 0.02% | +21+4.1% | Added |
| Security National Trust Co | 545 | $77.0K | 0.02% | −135−19.9% | Reduced |
| Altshuler Shaham Ltd | 581 | $82.0K | 0.00% | +581 | New |
| Eagle Bay Advisors LLC | 590 | $85.0K | 0.07% | +590 | New |
| Key Financial Inc | 613 | $90.0K | 0.05% | +594+3,126.3% | Added |
| Prestige Wealth Management Group LLC | 645 | $91.0K | 0.02% | +461+250.5% | Added |
| Eukles Asset Management | 681 | $96.0K | 0.05% | +681 | New |
| TSFG, LLC | 689 | $97.0K | 0.04% | +3+0.4% | Added |
| Jones Financial Companies LLLP | 710 | $100.0K | 0.00% | −152−17.6% | Reduced |
| Green Harvest Asset Management LLC | 726 | $102.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 749 | $105.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 765 | $108.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 797 | $112.0K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 797 | $112.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 847 | $119.0K | 0.00% | +148+21.2% | Added |
| MUFG Americas Holdings Corp | 868 | $122.0K | 0.00% | −47−5.1% | Reduced |
| Magellan Asset Management Ltd | 883 | $124.0K | 0.00% | +183+26.1% | Added |
| Carroll Financial Associates, Inc. | 900 | $126.0K | 0.01% | −544−37.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 900 | $127.0K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 916 | $129.0K | 0.03% | +916 | New |
| Geneos Wealth Management Inc. | 914 | $130.0K | 0.01% | −393−30.1% | Reduced |
| Concord Wealth Partners | 925 | $130.0K | 0.04% | −120−11.5% | Reduced |
| Bedel Financial Consulting, Inc. | 933 | $131.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 937 | $132.0K | 0.04% | +36+4.0% | Added |
| BerganKDV Wealth Management, LLC | 947 | $133.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 974 | $137.0K | 0.03% | +1+0.1% | Added |
| Dougherty Wealth Advisers LLC | 986 | $139.0K | 0.21% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,002 | $141.0K | 0.00% | +264+35.8% | Added |
| American State Bank (Iowa) | 1,035 | $145.6K | 0.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,053 | $150.0K | 0.00% | −944−47.3% | Reduced |
| Covington Capital Management | 1,067 | $150.0K | 0.01% | +100+10.3% | Added |
| Garde Capital, Inc. | 1,070 | $151.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,118 | $157.0K | 0.02% | +499+80.6% | Added |
| Private Capital Group, LLC | 1,120 | $158.0K | 0.04% | −18−1.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,134 | $160.0K | 0.02% | +55+5.1% | Added |
| Massmutual Trust Co FSB | 1,172 | $165.0K | 0.01% | −4−0.3% | Reduced |
| Spire Wealth Management | 1,342 | $189.0K | 0.01% | −511−27.6% | Reduced |
| Harbour Investments, Inc. | 1,340 | $189.0K | 0.01% | +215+19.1% | Added |
| Farmers & Merchants Investments Inc | 1,349 | $190.0K | 0.01% | +71+5.6% | Added |
| Heritage Wealth Management, LLC | 1,359 | $191.0K | 0.07% | −55−3.9% | Reduced |
| Mirova | 1,410 | $198.0K | 0.02% | −226−13.8% | Reduced |
| Busey Wealth Management | 1,425 | $200.0K | 0.01% | +1,425 | New |
| Sunflower Bank, N.A. | 1,428 | $201.0K | 0.03% | +1,428 | New |
| Banco Santander, S.A. | 1,458 | $205.0K | 0.00% | +1,458 | New |
| Aaron Wealth Advisors | 1,495 | $210.0K | 0.07% | +1,495 | New |
| Patron Partners Advisors, LLC | 1,502 | $211.0K | 0.16% | −433−22.4% | Reduced |
| Columbia Trust Co 01012016 | 1,519 | $214.0K | 0.12% | +1,519 | New |
| Heron Financial Group, LLC | 1,519 | $214.0K | 0.12% | +1,519 | New |
| Dillon & Associates Inc | 1,528 | $215.0K | 0.04% | +1,528 | New |
| Rockbridge Investment Management, LCC | 1,539 | $217.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,551 | $218.0K | 0.01% | +1,551 | New |
| Bailard, Inc. | 1,555 | $219.0K | 0.01% | +1,555 | New |
| Northeast Financial Consultants Inc | 1,555 | $219.0K | 0.01% | +1,555 | New |
| Arvest Bank Trust Division | 1,557 | $219.0K | 0.01% | +1,557 | New |
| Pointe Capital Management LLC | 1,559 | $219.0K | 0.15% | +1,559 | New |
| Cedar Brook Financial Partners, LLC | 1,560 | $219.0K | 0.06% | +1,560 | New |
| New England Professional Planning Group Inc. | 1,449 | $220.0K | 0.13% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,567 | $220.0K | 0.00% | +1,567 | New |
| Manchester Capital Management LLC | 1,568 | $221.0K | 0.03% | +66+4.4% | Added |
| Clark Capital Management Group, Inc. | 1,569 | $221.0K | 0.00% | +1,569 | New |
| Capital Management Corp | 1,580 | $222.0K | 0.05% | +1,580 | New |
| Palisades Hudson Asset Management, L.P. | 1,579 | $222.0K | 0.10% | +1,579 | New |
| YHB Investment Advisors, Inc. | 1,582 | $223.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,593 | $224.0K | 0.01% | −283−15.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,600 | $225.0K | 0.12% | −500−23.8% | Reduced |
| Comerica Securities,inc. | 1,598 | $225.0K | 0.02% | +1,598 | New |
| Carret Asset Management, LLC | 1,600 | $225.0K | 0.03% | +1,600 | New |
| BOK Financial Private Wealth, Inc. | 1,602 | $225.0K | 0.02% | +1,602 | New |
| SkyView Investment Advisors, LLC | 1,862 | $226.0K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,619 | $228.0K | 0.01% | +1,619 | New |
| Engine No. 1 LLC | 1,619 | $228.0K | 0.06% | +1,619 | New |
| Penserra Capital Management LLC | 1,649 | $231.0K | 0.00% | +369+28.8% | Added |
| NBT Bank N A | 1,649 | $232.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,646 | $232.0K | 0.02% | +1,646 | New |
| Wealth Management Associates, Inc. | 1,653 | $232.5K | 0.13% | +1,653 | New |
| DRW Securities, LLC | 1,657 | $233.0K | 0.03% | +1,657 | New |
| Brandywine Oak Private Wealth LLC | 1,663 | $233.0K | 0.03% | +1,663 | New |
| Thrive Capital Management, LLC | 1,663 | $234.0K | 0.18% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,672 | $235.0K | 0.17% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,700 | $239.0K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,703 | $240.0K | 0.00% | +1,703 | New |
| Clarkston Capital Partners, LLC | 1,725 | $243.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,726 | $243.0K | 0.02% | +1,726 | New |
| Voya Financial Advisors, Inc. | 1,730 | $244.0K | 0.03% | −3,481−66.8% | Reduced |
| Tobam | 1,734 | $244.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,741 | $244.0K | 0.04% | +362+26.3% | Added |