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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 4,887 | $688.0K | 0.04% | −42−0.9% | Reduced |
| Jarislowsky, Fraser Ltd | 4,900 | $689.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,953 | $696.8K | 0.05% | +1,746+54.4% | Added |
| Sentry Investment Management LLC | 4,962 | $698.0K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,982 | $701.0K | 0.06% | +91+1.9% | Added |
| Tdam USA Inc. | 4,785 | $704.0K | 0.04% | −174−3.5% | Reduced |
| Truehand, Inc | 5,073 | $714.0K | 0.42% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,089 | $716.0K | 0.01% | −151−2.9% | Reduced |
| Optimal Asset Management, Inc. | 5,100 | $717.0K | 0.08% | 00.0% | Unchanged |
| Nomura Holdings Inc | 5,337 | $730.0K | 0.01% | +5,337 | New |
| Regents of the University of California | 5,200 | $732.0K | 0.09% | +5,200 | New |
| Steward Partners Investment Advisory, LLC | 5,215 | $734.0K | 0.01% | −6,255−54.5% | Reduced |
| Toroso Investments, LLC | 5,234 | $736.0K | 0.03% | +2,664+103.7% | Added |
| PNC Managed Account Solutions, Inc. | 5,265 | $741.0K | 0.15% | +5,265 | New |
| Gyroscope Capital Management Group, LLC | 5,277 | $742.0K | 0.26% | −111−2.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,285 | $743.0K | 0.30% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,408 | $761.0K | 0.11% | +88+1.7% | Added |
| Freestone Capital Holdings, LLC | 5,420 | $762.0K | 0.04% | +73+1.4% | Added |
| Ashfield Capital Partners, LLC | 5,422 | $763.0K | 0.05% | +222+4.3% | Added |
| Wealth Alliance | 5,489 | $772.0K | 0.18% | +97+1.8% | Added |
| Mercer Capital Advisers, Inc. | 5,546 | $780.0K | 0.39% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,576 | $784.0K | 0.00% | +1,271+29.5% | Added |
| Douglas Lane & Associates, LLC | 5,626 | $791.0K | 0.01% | −800−12.4% | Reduced |
| Stephens Inc | 5,633 | $792.0K | 0.01% | −801−12.4% | Reduced |
| Sawtooth Solutions, LLC | 5,632 | $792.0K | 0.16% | +1,331+30.9% | Added |
| Pegasus Partners Ltd. | 5,642 | $794.0K | 0.15% | +5,642 | New |
| Gladstone Institutional Advisory LLC | 5,652 | $795.0K | 0.10% | +5,652 | New |
| TD Private Client Wealth LLC | 5,709 | $803.1K | 0.03% | +1,833+47.3% | Added |
| Boyd Watterson Asset Management LLC | 5,757 | $810.0K | 0.33% | +3,088+115.7% | Added |
| Lester Murray Antman dba SimplyRich | 5,800 | $815.0K | 0.37% | +300+5.5% | Added |
| Ropes Wealth Advisors LLC | 5,863 | $825.0K | 0.13% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,900 | $830.0K | 0.06% | −1,331−18.4% | Reduced |
| Brighton Jones LLC | 5,908 | $831.0K | 0.04% | +157+2.7% | Added |
| Ferguson Wellman Capital Management, Inc | 5,914 | $832.0K | 0.03% | −2,100−26.2% | Reduced |
| Signaturefd, LLC | 5,934 | $835.0K | 0.03% | +585+10.9% | Added |
| Advisory Services Network, LLC | 6,009 | $845.0K | 0.03% | +2,634+78.0% | Added |
| Empirical Finance, LLC | 6,041 | $850.0K | 0.14% | +856+16.5% | Added |
| Greenleaf Trust | 6,102 | $858.0K | 0.01% | +180+3.0% | Added |
| Conning Inc. | 6,168 | $868.0K | 0.03% | −684−10.0% | Reduced |
| Venturi Wealth Management, LLC | 6,167 | $868.0K | 0.08% | +65+1.1% | Added |
| Capital Investment Advisors, LLC | 6,180 | $869.0K | 0.03% | −306−4.7% | Reduced |
| Boltwood Capital Management | 6,174 | $869.0K | 0.36% | −113−1.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,260 | $881.0K | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,268 | $882.0K | 0.06% | +521+9.1% | Added |
| Shelton Capital Management | 6,312 | $888.0K | 0.03% | −6,312−50.0% | Reduced |
| Tuttle Tactical Management | 6,419 | $903.0K | 0.40% | +6,419 | New |
| NatWest Group plc | 6,440 | $906.0K | 0.47% | 00.0% | Unchanged |
| Gries Financial LLC | 6,101 | $908.0K | 0.29% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,600 | $928.0K | 0.06% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,653 | $936.0K | 0.49% | −50−0.7% | Reduced |
| PFG Advisors | 6,652 | $936.0K | 0.11% | +245+3.8% | Added |
| Aries Wealth Management | 6,691 | $941.0K | 0.40% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,699 | $942.0K | 0.06% | −1,671−20.0% | Reduced |
| Alphasimplex Group, LLC | 6,705 | $943.0K | 0.47% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,747 | $949.0K | 0.07% | +487+7.8% | Added |
| Bartlett & Co. Wealth Management LLC | 6,873 | $966.9K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 6,873 | $967.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 6,902 | $971.0K | 0.14% | +1,558+29.2% | Added |
| Bowen Hanes & Co Inc | 7,025 | $988.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7,072 | $994.9K | 0.37% | −389−5.2% | Reduced |
| Wealthcare Advisory Partners LLC | 7,168 | $1.01M | 0.07% | +52+0.7% | Added |
| Canandaigua National Corp | 7,179 | $1.01M | 0.16% | −125−1.7% | Reduced |
| Allred Capital Management, LLC | 7,321 | $1.03M | 0.51% | −296−3.9% | Reduced |
| Vontobel Holding Ltd. | 7,297 | $1.03M | 0.01% | +2,703+58.8% | Added |
| Citizens & Northern Corp | 7,324 | $1.03M | 0.39% | −626−7.9% | Reduced |
| Trust Co of Toledo NA | 7,362 | $1.04M | 0.17% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,367 | $1.04M | 0.01% | +7,367 | New |
| Mission Wealth Management, LP | 7,368 | $1.04M | 0.06% | −143−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,378 | $1.04M | 0.04% | +10.0% | Added |
| HM Payson & Co | 7,454 | $1.05M | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,463 | $1.05M | 0.01% | +4,714+171.5% | Added |
| TCTC Holdings, LLC | 7,496 | $1.05M | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,606 | $1.07M | 0.11% | +2,031+36.4% | Added |
| Wetherby Asset Management Inc | 7,623 | $1.07M | 0.07% | −221−2.8% | Reduced |
| United Bank | 7,656 | $1.08M | 0.73% | −144−1.8% | Reduced |
| Profund Advisors LLC | 7,707 | $1.08M | 0.04% | −292−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,734 | $1.09M | 0.06% | +109+1.4% | Added |
| Wintrust Investments LLC | 7,762 | $1.09M | 0.11% | −753−8.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,805 | $1.10M | 0.01% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,915 | $1.11M | 0.09% | −259−3.2% | Reduced |
| QS Investors, LLC | 7,942 | $1.12M | 0.01% | +452+6.0% | Added |
| Thompson Siegel & Walmsley LLC | 7,972 | $1.12M | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,041 | $1.13M | 0.04% | −143−1.7% | Reduced |
| Ieq Capital, LLC | 8,098 | $1.14M | 0.03% | +1,830+29.2% | Added |
| Pathstone Family Office, LLC | 8,160 | $1.15M | 0.03% | +3,053+59.8% | Added |
| Wilkins Investment Counsel Inc | 8,240 | $1.16M | 0.29% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 8,329 | $1.17M | 0.04% | +214+2.6% | Added |
| Evercore Wealth Management, LLC | 8,429 | $1.19M | 0.02% | −350−4.0% | Reduced |
| Donaldson Capital Management, LLC | 8,451 | $1.19M | 0.06% | −881−9.4% | Reduced |
| Enterprise Bank & Trust Co | 8,482 | $1.19M | 0.47% | +78+0.9% | Added |
| Cutler Group LP | 8,498 | $1.20M | 0.09% | +8,148+2,328.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,511 | $1.20M | 0.07% | +1,000+13.3% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.20M | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,580 | $1.21M | 0.06% | +411+5.0% | Added |
| Mount Yale Investment Advisors, LLC | 8,671 | $1.22M | 0.15% | +91+1.1% | Added |
| TrinityPoint Wealth, LLC | 8,755 | $1.23M | 0.25% | +23+0.3% | Added |
| Wimmer Associates 1, LLC | 8,819 | $1.24M | 0.73% | −44−0.5% | Reduced |
| DSM Capital Partners LLC | 8,840 | $1.24M | 0.01% | −1,010−10.3% | Reduced |
| LS Investment Advisors, LLC | 8,896 | $1.25M | 0.16% | −12,874−59.1% | Reduced |
| Hills Bank & Trust Co | 8,900 | $1.25M | 0.19% | −153−1.7% | Reduced |