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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 8,997 | $1.27M | 0.07% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 9,088 | $1.28M | 0.05% | −9,001−49.8% | Reduced |
| James Hambro & Partners | 9,186 | $1.29M | 0.10% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,437 | $1.33M | 0.06% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 9,594 | $1.35M | 0.08% | +305+3.3% | Added |
| CX Institutional | 9,638 | $1.36M | 0.11% | +186+2.0% | Added |
| CWM, LLC | 9,690 | $1.36M | 0.01% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 9,750 | $1.37M | 0.58% | 00.0% | Unchanged |
| First National Trust Co | 9,784 | $1.38M | 0.08% | +283+3.0% | Added |
| Altium Wealth Management LLC | 9,819 | $1.38M | 0.10% | −311−3.1% | Reduced |
| Captrust Financial Advisors | 9,835 | $1.38M | 0.01% | −2,329−19.1% | Reduced |
| Belpointe Asset Management LLC | 9,941 | $1.40M | 0.10% | +1,864+23.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,949 | $1.40M | 0.01% | +502+5.3% | Added |
| Cresset Asset Management, LLC | 9,999 | $1.41M | 0.02% | −4,426−30.7% | Reduced |
| Hartline Investment Corp | 10,000 | $1.41M | 0.18% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10,000 | $1.41M | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 10,190 | $1.43M | 0.08% | −266−2.5% | Reduced |
| Sowell Financial Services LLC | 10,217 | $1.44M | 0.10% | +28+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 10,222 | $1.44M | 0.10% | +274+2.8% | Added |
| Strategic Investment Advisors | 10,387 | $1.46M | 0.33% | −372−3.5% | Reduced |
| Banque Pictet & Cie SA | 10,600 | $1.49M | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 10,723 | $1.51M | 0.14% | −685−6.0% | Reduced |
| Caption Management, LLC | 11,000 | $1.55M | 0.14% | +11,000 | New |
| Transcend Wealth Collective, LLC | 11,040 | $1.55M | 0.22% | −30−0.3% | Reduced |
| Fayez Sarofim & Co | 11,190 | $1.57M | 0.01% | −1,560−12.2% | Reduced |
| Cary Street Partners Asset Management LLC | 11,260 | $1.58M | 0.38% | −152,570−93.1% | Reduced |
| RMR Wealth Builders | 11,319 | $1.59M | 0.52% | −20.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,423 | $1.61M | 0.04% | +2,228+24.2% | Added |
| BP PLC | 11,481 | $1.61M | 0.07% | −5,283−31.5% | Reduced |
| Bremer Bank National Association | 11,634 | $1.64M | 0.35% | +255+2.2% | Added |
| Clifford Swan Investment Counsel LLC | 11,047 | $1.65M | 0.06% | −800−6.8% | Reduced |
| AE Wealth Management LLC | 11,761 | $1.66M | 0.01% | +109+0.9% | Added |
| Fieldpoint Private Securities, LLC | 11,104 | $1.67M | 0.37% | −10−0.1% | Reduced |
| Federated Hermes, Inc. | 11,919 | $1.68M | 0.00% | +27+0.2% | Added |
| Occidental Asset Management, LLC | 11,955 | $1.68M | 0.45% | +603+5.3% | Added |
| Union Heritage Capital, LLC | 12,000 | $1.69M | 0.79% | +2,000+20.0% | Added |
| Close Asset Management Ltd | 12,057 | $1.70M | 0.08% | −200−1.6% | Reduced |
| Essex Investment Management Co LLC | 12,099 | $1.70M | 0.20% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 12,151 | $1.71M | 0.49% | +18+0.1% | Added |
| Redpoint Investment Management Pty Ltd | 12,219 | $1.72M | 0.14% | 00.0% | Unchanged |
| Ci Investments Inc. | 12,238 | $1.72M | 0.01% | +4,338+54.9% | Added |
| Fiduciary Trust Co | 12,248 | $1.72M | 0.03% | +386+3.3% | Added |
| American National Registered Investment Advisor, Inc. | 12,329 | $1.73M | 0.62% | −596−4.6% | Reduced |
| Cubist Systematic Strategies, LLC | 12,384 | $1.74M | 0.02% | −10,324−45.5% | Reduced |
| Bessemer Group Inc | 12,399 | $1.75M | 0.00% | +319+2.6% | Added |
| Zurich Insurance Group Ltd | 12,600 | $1.77M | 0.02% | +12,600 | New |
| HighPoint Advisor Group LLC | 12,676 | $1.78M | 0.18% | +677+5.6% | Added |
| Kestra Advisory Services, LLC | 12,682 | $1.78M | 0.02% | +75+0.6% | Added |
| World Asset Management Inc | 12,848 | $1.81M | 0.16% | −439−3.3% | Reduced |
| JustInvest LLC | 12,948 | $1.82M | 0.19% | +5,960+85.3% | Added |
| Venture Visionary Partners LLC | 13,044 | $1.83M | 0.15% | −3,040−18.9% | Reduced |
| Front Row Advisors LLC | 11,976 | $1.84M | 0.76% | −314−2.6% | Reduced |
| Lincoln National Corp | 13,115 | $1.84M | 0.04% | −1,160−8.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,236 | $1.86M | 0.20% | −801−5.7% | Reduced |
| Illinois Municipal Retirement Fund | 13,513 | $1.90M | 0.08% | 00.0% | Unchanged |
| Seeyond | 13,591 | $1.91M | 0.18% | −411−2.9% | Reduced |
| Mercer Global Advisors Inc | 13,702 | $1.93M | 0.01% | −9,005−39.7% | Reduced |
| Argent Trust Co | 13,802 | $1.94M | 0.13% | −195−1.4% | Reduced |
| Lido Advisors, LLC | 13,891 | $1.95M | 0.05% | +3,537+34.2% | Added |
| SRB Corp | 13,958 | $1.96M | 0.13% | +1,520+12.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,030 | $1.97M | 0.19% | −7,172−33.8% | Reduced |
| IBM Retirement Fund | 14,338 | $2.02M | 0.16% | −2,896−16.8% | Reduced |
| Apollon Wealth Management, LLC | 14,513 | $2.04M | 0.37% | +130+0.9% | Added |
| River Wealth Advisors LLC | 14,527 | $2.04M | 0.36% | +725+5.3% | Added |
| Acorn Financial Advisory Services Inc | 14,607 | $2.06M | 0.61% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14,708 | $2.07M | 0.13% | −1,530−9.4% | Reduced |
| Welch & Forbes LLC | 14,720 | $2.07M | 0.03% | −916−5.9% | Reduced |
| Alerus Financial NA | 14,787 | $2.08M | 0.21% | +926+6.7% | Added |
| KCS Wealth Advisory | 14,836 | $2.09M | 0.98% | +692+4.9% | Added |
| Regions Financial Corp | 15,008 | $2.11M | 0.02% | −2,404−13.8% | Reduced |
| HBK Sorce Advisory LLC | 15,337 | $2.16M | 0.12% | −22−0.1% | Reduced |
| Everence Capital Management Inc | 15,390 | $2.17M | 0.18% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 15,419 | $2.17M | 0.70% | +9,060+142.5% | Added |
| Walleye Capital LLC | 15,473 | $2.18M | 0.08% | −347−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 15,487 | $2.18M | 0.06% | −31,628−67.1% | Reduced |
| Norinchukin Bank, The | 15,496 | $2.18M | 0.03% | −179−1.1% | Reduced |
| Van Eck Associates Corp | 15,519 | $2.18M | 0.01% | +1,804+13.2% | Added |
| Relyea Zuckerberg Hanson LLC | 15,711 | $2.21M | 0.91% | −1,437−8.4% | Reduced |
| Allstate Corp | 15,814 | $2.23M | 0.07% | −771−4.6% | Reduced |
| Pitcairn Co | 15,842 | $2.23M | 0.15% | +297+1.9% | Added |
| Beacon Pointe Advisors, LLC | 15,837 | $2.23M | 0.08% | +3,456+27.9% | Added |
| O'Shaughnessy Asset Management, LLC | 15,921 | $2.24M | 0.04% | +3,369+26.8% | Added |
| Cigna Investments Inc | 15,938 | $2.24M | 0.16% | −2,322−12.7% | Reduced |
| Sumitomo Life Insurance Co | 16,129 | $2.27M | 0.07% | −3,349−17.2% | Reduced |
| Mechanics Bank Trust Department | 16,222 | $2.28M | 0.37% | −91−0.6% | Reduced |
| HAP Trading, LLC | 16,299 | $2.29M | 0.14% | +16,299 | New |
| Private Trust Co NA | 16,499 | $2.32M | 0.35% | +4,377+36.1% | Added |
| Prio Wealth Limited Partnership | 16,600 | $2.33M | 0.08% | +599+3.7% | Added |
| Reilly Financial Advisors, LLC | 16,603 | $2.34M | 0.19% | −99−0.6% | Reduced |
| Snowden Capital Advisors LLC | 17,526 | $2.47M | 0.12% | +8,559+95.4% | Added |
| Advisor Partners LLC | 17,768 | $2.50M | 0.16% | −808−4.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,846 | $2.51M | 1.22% | −5,846−24.7% | Reduced |
| MML Investors Services, LLC | 18,059 | $2.54M | 0.02% | −63−0.3% | Reduced |
| Capital Planning Advisors, LLC | 18,165 | $2.56M | 0.52% | +160+0.9% | Added |
| Triasima Portfolio Management inc. | 18,435 | $2.59M | 0.13% | −150−0.8% | Reduced |
| Northwest Investment Counselors, LLC | 18,512 | $2.60M | 0.72% | −199−1.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 18,810 | $2.65M | 0.24% | +4,520+31.6% | Added |
| Panagora Asset Management Inc | 19,035 | $2.68M | 0.01% | +390+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,220 | $2.70M | 0.05% | +866+4.7% | Added |
| MD Financial Management Inc. | 19,397 | $2.73M | 0.08% | +19,397 | New |