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 |
|---|---|---|---|---|---|
| Marathon Capital Management | 1,745 | $245.0K | 0.06% | −70−3.9% | Reduced |
| Fermata Advisors, LLC | 1,741 | $245.0K | 0.14% | +1,741 | New |
| X-Square Capital, LLC | 1,783 | $246.0K | 0.12% | +1,783 | New |
| Atlas Private Wealth Management | 1,759 | $248.0K | 0.15% | +290+19.7% | Added |
| Northside Capital Management, LLC | 1,787 | $251.0K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 1,800 | $253.0K | 0.04% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 253 | $253.0K | 0.05% | −1,547−85.9% | Reduced |
| Cetera Advisors LLC | 1,803 | $254.0K | 0.01% | +165+10.1% | Added |
| Appleton Partners Inc | 1,804 | $254.0K | 0.02% | +1,804 | New |
| Essex Financial Services, Inc. | 1,805 | $254.0K | 0.04% | +1,805 | New |
| Brookstone Capital Management | 1,803 | $254.0K | 0.00% | +1,803 | New |
| Alera Investment Advisors, LLC | 1,829 | $257.0K | 0.08% | −540−22.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,838 | $258.0K | 0.07% | +39+2.2% | Added |
| Caxton Associates LP | 1,850 | $260.0K | 0.03% | +1,850 | New |
| Deseret Mutual Benefit Administrators | 1,853 | $261.0K | 0.06% | +1,853 | New |
| Samalin Investment Counsel, LLC | 1,865 | $262.0K | 0.17% | +62+3.4% | Added |
| Acima Private Wealth, LLC | 1,881 | $265.0K | 0.12% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,885 | $265.2K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,890 | $266.0K | 0.07% | −6−0.3% | Reduced |
| Summit Financial, LLC | 1,894 | $266.4K | 0.03% | +1,894 | New |
| Asio Capital, LLC | 1,900 | $267.0K | 0.09% | −400−17.4% | Reduced |
| Parsons Capital Management Inc | 1,896 | $267.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 1,900 | $270.0K | 0.04% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,916 | $270.0K | 0.02% | +1,916 | New |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $271.0K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,930 | $272.0K | 0.01% | −84−4.2% | Reduced |
| SeaCrest Wealth Management, LLC | 1,932 | $272.0K | 0.03% | +135+7.5% | Added |
| Kanawha Capital Management LLC | 1,942 | $273.0K | 0.03% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $274.0K | 0.20% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,945 | $274.0K | 0.01% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 1,952 | $275.0K | 0.04% | +258+15.2% | Added |
| Kathmere Capital Management, LLC | 1,960 | $276.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,971 | $277.0K | 0.01% | +2+0.1% | Added |
| Creative Financial Designs Inc | 1,978 | $278.0K | 0.05% | −2,837−58.9% | Reduced |
| Nicolet Bankshares Inc | 1,979 | $278.0K | 0.07% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,978 | $278.0K | 0.06% | +6+0.3% | Added |
| Dowling & Yahnke LLC | 1,992 | $280.0K | 0.02% | +1,992 | New |
| Hunter Associates Investment Management LLC | 2,000 | $281.0K | 0.09% | 00.0% | Unchanged |
| S&CO Inc | 2,000 | $281.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 1,999 | $281.0K | 0.07% | 00.0% | Unchanged |
| Mark Stevens | 2,000 | $281.0K | 0.03% | +2,000 | New |
| Bridges Investment Management Inc | 2,005 | $282.0K | 0.01% | −2,169−52.0% | Reduced |
| Advisory Alpha, LLC | 2,001 | $282.0K | 0.02% | −573−22.3% | Reduced |
| Willow Creek Wealth Management Inc. | 2,029 | $285.0K | 0.07% | 00.0% | Unchanged |
| Bank of the West | 2,036 | $286.0K | 0.03% | −56−2.7% | Reduced |
| Abner Herrman & Brock LLC | 2,033 | $286.0K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,034 | $286.0K | 0.08% | +2,034 | New |
| Stokes Family Office, LLC | 2,034 | $286.0K | 0.04% | +2,034 | New |
| Balasa Dinverno & Foltz LLC | 2,048 | $288.0K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,068 | $291.0K | 0.16% | +241+13.2% | Added |
| First Hawaiian Bank | 2,076 | $292.0K | 0.01% | −602−22.5% | Reduced |
| Yorktown Management & Research Co Inc | 2,090 | $294.0K | 0.23% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,090 | $294.0K | 0.07% | +2,090 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,100 | $295.0K | 0.01% | −100−4.5% | Reduced |
| FourThought Financial, LLC | 2,107 | $296.0K | 0.04% | +415+24.5% | Added |
| Eqis Capital Management, Inc. | 2,115 | $298.0K | 0.02% | +7+0.3% | Added |
| AdvisorNet Financial, Inc | 2,126 | $299.0K | 0.02% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,129 | $300.0K | 0.06% | +2+0.1% | Added |
| Rockland Trust Co | 2,148 | $302.0K | 0.02% | −604−21.9% | Reduced |
| Accurate Wealth Management, LLC | 2,156 | $303.0K | 0.27% | +2,156 | New |
| Smith & Howard Wealth Management, LLC | 2,190 | $308.0K | 0.15% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,187 | $308.0K | 0.02% | +2,187 | New |
| Destination Wealth Management | 2,199 | $309.0K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 2,194 | $309.0K | 0.04% | +357+19.4% | Added |
| RKL Wealth Management LLC | 2,203 | $310.0K | 0.04% | −500−18.5% | Reduced |
| Montag A & Associates Inc | 2,202 | $310.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,215 | $312.0K | 0.04% | +10.0% | Added |
| Davy Global Fund Management Ltd | 2,223 | $313.0K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,222 | $313.0K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,242 | $315.0K | 0.02% | +51+2.3% | Added |
| Abbrea Capital, LLC | 2,248 | $316.0K | 0.05% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,253 | $317.0K | 0.25% | −491−17.9% | Reduced |
| InterOcean Capital Group, LLC | 2,274 | $320.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 2,280 | $321.0K | 0.04% | +184+8.8% | Added |
| Lantz Financial LLC | 2,292 | $322.0K | 0.17% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,296 | $323.0K | 0.01% | −104−4.3% | Reduced |
| Pinnacle Associates Ltd | 2,317 | $326.0K | 0.01% | −37−1.6% | Reduced |
| Centaurus Financial, Inc. | 2,315 | $326.0K | 0.03% | +132+6.0% | Added |
| Fulcrum Asset Management LLP | – | $331.0K | 0.14% | – | – |
| Powell Investment Advisors, LLC | 2,350 | $331.0K | 0.20% | 00.0% | Unchanged |
| MAI Capital Management | 2,366 | $333.0K | 0.01% | +246+11.6% | Added |
| Flagship Harbor Advisors, LLC | 2,382 | $335.0K | 0.04% | −265−10.0% | Reduced |
| Pendal Group Limited | 2,404 | $338.0K | 0.00% | +2,404 | New |
| Aberdeen Wealth Management LLC | 2,436 | $343.0K | 0.32% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,443 | $344.0K | 0.05% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $345.0K | 0.04% | −100−3.9% | Reduced |
| Carolinas Wealth Consulting LLC | 2,457 | $346.0K | 0.08% | −117−4.5% | Reduced |
| SOL Capital Management CO | 2,520 | $355.0K | 0.07% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,550 | $359.0K | 0.12% | −150−5.6% | Reduced |
| NorthRock Partners, LLC | 2,556 | $360.0K | 0.03% | −147−5.4% | Reduced |
| Redwood Investment Management, LLC | 2,599 | $366.0K | 0.06% | −4,746−64.6% | Reduced |
| Westover Capital Advisors, LLC | 2,599 | $366.0K | 0.12% | −15−0.6% | Reduced |
| Cetera Investment Advisers | 2,602 | $366.0K | 0.01% | +2,602 | New |
| Boston Research & Management Inc | 2,620 | $368.0K | 0.11% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,621 | $369.0K | 0.17% | +435+19.9% | Added |
| Ballentine Partners, LLC | 2,631 | $371.0K | 0.01% | −89−3.3% | Reduced |
| DF Dent & Co Inc | 2,636 | $371.0K | 0.00% | +233+9.7% | Added |
| Hall Laurie J Trustee | 2,650 | $372.0K | 0.14% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,656 | $373.6K | 0.14% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,694 | $379.0K | 0.02% | −402−13.0% | Reduced |