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 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 2,693 | $379.0K | 0.03% | +2,693 | New |
| Glassman Wealth Services | 2,701 | $380.0K | 0.08% | −2,491−48.0% | Reduced |
| Peapack Gladstone Financial Corp | 2,700 | $380.0K | 0.01% | +378+16.3% | Added |
| Kore Private Wealth LLC | 2,717 | $382.0K | 0.04% | +364+15.5% | Added |
| Savant Capital, LLC | 2,726 | $383.0K | 0.02% | +133+5.1% | Added |
| North Star Asset Management Inc | 2,750 | $387.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,768 | $389.0K | 0.01% | +97+3.6% | Added |
| Dodge & Cox | 2,860 | $402.0K | 0.00% | −728−20.3% | Reduced |
| Aureus Asset Management, LLC | 2,880 | $405.0K | 0.03% | +2,880 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,882 | $405.0K | 0.05% | +2,882 | New |
| Putnam Investments LLC | 2,888 | $406.0K | 0.00% | −28−1.0% | Reduced |
| Bollard Group LLC | 2,918 | $411.0K | 0.01% | +10+0.3% | Added |
| Capital Advisors Inc | 3,004 | $423.0K | 0.01% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,049 | $429.0K | 0.11% | +10+0.3% | Added |
| KB Financial Partners, LLC | 3,051 | $429.0K | 0.16% | +1,490+95.5% | Added |
| Walleye Trading LLC | 3,071 | $432.0K | 0.01% | −4,247−58.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,070 | $432.0K | 0.03% | +93+3.1% | Added |
| Stockman Wealth Management, Inc. | 3,085 | $434.0K | 0.10% | −50−1.6% | Reduced |
| Defined Wealth Management, LLC | 3,095 | $435.0K | 0.39% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,122 | $438.0K | 0.01% | +90+3.0% | Added |
| Personal Cfo Solutions, LLC | 3,138 | $441.0K | 0.09% | +3,138 | New |
| Kessler Investment Group, LLC | 3,148 | $443.0K | 0.35% | +2,651+533.4% | Added |
| Dorsey & Whitney Trust CO LLC | 3,179 | $447.0K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,190 | $449.0K | 0.14% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,208 | $451.0K | 0.04% | +79+2.5% | Added |
| Bridgewater Advisors Inc. | 3,227 | $454.0K | 0.14% | +4+0.1% | Added |
| Arcus Capital Partners, LLC | 3,236 | $455.0K | 0.21% | +438+15.7% | Added |
| Fukoku Mutual Life Insurance Co | 3,240 | $456.0K | 0.04% | −300−8.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $456.0K | 0.10% | +3,244 | New |
| Rodgers Brothers Inc. | 3,250 | $457.0K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,336 | $469.0K | 0.04% | +1,538+85.5% | Added |
| Domani Wealth, LLC | 3,340 | $470.0K | 0.09% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,354 | $472.0K | 0.01% | +114+3.5% | Added |
| Lake Street Advisors Group, LLC | 3,127 | $472.0K | 0.03% | +7+0.2% | Added |
| Personal Capital Advisors Corp | 3,353 | $472.0K | 0.00% | +878+35.5% | Added |
| Capital Asset Advisory Services LLC | 3,368 | $474.0K | 0.05% | −620−15.5% | Reduced |
| Ruffer LLP | 3,400 | $478.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $478.0K | 0.12% | +102+3.1% | Added |
| Tower Bridge Advisors | 3,400 | $478.3K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,429 | $482.0K | 0.03% | +128+3.9% | Added |
| Coldstream Capital Management Inc | 3,425 | $482.0K | 0.02% | +221+6.9% | Added |
| Contravisory Investment Management, Inc. | 3,442 | $484.0K | 0.14% | +284+9.0% | Added |
| Western Wealth Management, LLC | 3,435 | $487.0K | 0.05% | −147−4.1% | Reduced |
| Henshaw Capital LLC | 3,466 | $487.6K | 0.03% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,475 | $489.0K | 0.03% | +164+5.0% | Added |
| 44 Wealth Management LLC | 3,484 | $490.0K | 0.19% | +122+3.6% | Added |
| Truefg, LLC | 3,500 | $492.0K | 0.25% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $495.0K | 0.10% | −4−0.1% | Reduced |
| Bank of New Hampshire | 3,516 | $495.0K | 0.13% | +3,516 | New |
| Buckley Wealth Management, LLC | 3,544 | $499.0K | 0.17% | +76+2.2% | Added |
| American Portfolios Advisors | 3,552 | $499.7K | 0.02% | +532+17.6% | Added |
| Homrich & Berg | 3,554 | $500.0K | 0.01% | +557+18.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,635 | $511.0K | 0.05% | +339+10.3% | Added |
| Independence Bank of Kentucky | 3,640 | $512.0K | 0.23% | −130−3.4% | Reduced |
| D.A. Davidson & Co. | 3,677 | $517.0K | 0.01% | −41−1.1% | Reduced |
| National Asset Management, Inc. | 3,679 | $517.0K | 0.02% | +78+2.2% | Added |
| Gofen & Glossberg LLC | 3,738 | $526.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,760 | $529.0K | 0.08% | −24−0.6% | Reduced |
| Caldwell Trust Co | 3,766 | $529.8K | 0.07% | −34−0.9% | Reduced |
| Hutchinson Capital Management | 3,772 | $531.0K | 0.13% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,774 | $531.0K | 0.05% | +18+0.5% | Added |
| Parallel Advisors, LLC | 3,882 | $546.0K | 0.02% | +566+17.1% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $547.0K | 0.14% | 00.0% | Unchanged |
| Prospector Partners LLC | 3,900 | $549.0K | 0.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,932 | $553.0K | 0.00% | +65+1.7% | Added |
| We Are One Seven, LLC | 3,977 | $559.0K | 0.08% | +1,839+86.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $562.0K | 0.31% | 00.0% | Unchanged |
| Robotti Robert | 4,000 | $563.0K | 0.14% | 00.0% | Unchanged |
| Winton Group Ltd | 4,057 | $571.0K | 0.03% | +4,057 | New |
| Atlantic Union Bankshares Corp | 4,081 | $574.0K | 0.06% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,087 | $575.0K | 0.12% | +702+20.7% | Added |
| Centiva Capital, LP | 4,094 | $576.0K | 0.05% | +4,094 | New |
| King Luther Capital Management Corp | 4,120 | $580.0K | 0.00% | +1,722+71.8% | Added |
| Hilltop Holdings Inc. | 4,143 | $582.0K | 0.07% | −89−2.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,183 | $589.0K | 0.02% | +851+25.5% | Added |
| Duncker Streett & Co Inc | 4,200 | $591.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,283 | $603.0K | 0.02% | −279−6.1% | Reduced |
| Csenge Advisory Group | 4,267 | $607.0K | 0.05% | −100−2.3% | Reduced |
| VeraBank, N.A. | 4,320 | $607.0K | 0.36% | +16+0.4% | Added |
| Meeder Asset Management Inc | 4,331 | $609.0K | 0.03% | +466+12.1% | Added |
| Opus Capital Group, LLC | 4,339 | $610.0K | 0.14% | −421−8.8% | Reduced |
| Norway Savings Bank | 4,342 | $611.0K | 0.30% | +285+7.0% | Added |
| AGF Investments LLC | 4,400 | $619.0K | 0.06% | +4,400 | New |
| Fosun International Ltd | 4,507 | $635.0K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,590 | $646.0K | 0.09% | +501+12.3% | Added |
| Strid Group, LLC | 4,584 | $648.0K | 0.15% | +1,374+42.8% | Added |
| Eudaimonia Partners, LLC | 4,608 | $648.0K | 0.12% | +3,584+350.0% | Added |
| West Family Investments, Inc. | 4,634 | $652.0K | 0.18% | +4,634 | New |
| Bryn Mawr Trust Co | 4,641 | $653.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,653 | $655.0K | 0.03% | +138+3.1% | Added |
| Oppenheimer & Co Inc | 4,662 | $656.0K | 0.01% | −30−0.6% | Reduced |
| Proequities, Inc. | 4,660 | $656.0K | 0.04% | +511+12.3% | Added |
| Icon Advisers Inc | 4,700 | $661.0K | 0.11% | 00.0% | Unchanged |
| Arden Trust Co | 4,763 | $670.0K | 0.11% | +150+3.3% | Added |
| Kalos Management, Inc. | 4,477 | $674.0K | 0.27% | −54−1.2% | Reduced |
| Financial Counselors Inc | 4,801 | $675.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,800 | $675.0K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,808 | $676.0K | 0.08% | −9−0.2% | Reduced |
| Personal Wealth Partners | 4,872 | $685.0K | 0.28% | 00.0% | Unchanged |
| SFMG, LLC | 4,871 | $685.0K | 0.08% | +268+5.8% | Added |