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 |
|---|---|---|---|---|---|
| Commerce Bank | 19,817 | $2.79M | 0.02% | −23−0.1% | Reduced |
| RBF Capital, LLC | 20,000 | $2.81M | 0.16% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 20,032 | $2.82M | 0.13% | −365−1.8% | Reduced |
| Souders Financial Advisors | 20,447 | $2.88M | 0.97% | +213+1.1% | Added |
| Pensionfund Sabic | 20,700 | $2.91M | 0.62% | 00.0% | Unchanged |
| Veritable, L.P. | 20,749 | $2.92M | 0.05% | +279+1.4% | Added |
| Synovus Financial Corp | 20,829 | $2.93M | 0.03% | +321+1.6% | Added |
| Erste Asset Management GmbH | 20,800 | $2.93M | 0.06% | +1,700+8.9% | Added |
| Wolverine Trading, LLC | 20,887 | $2.94M | 0.08% | +6,433+44.5% | Added |
| Full18 Capital LLC | 21,159 | $2.98M | 1.24% | +21,159 | New |
| First Mercantile Trust Co | 21,364 | $3.00M | 0.35% | −3,792−15.1% | Reduced |
| Aptus Capital Advisors, LLC | 21,433 | $3.02M | 0.14% | +2,898+15.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,462 | $3.02M | 0.14% | +150+0.7% | Added |
| Ethic Inc. | 21,762 | $3.06M | 0.37% | +7,492+52.5% | Added |
| Banque Cantonale Vaudoise | 21,840 | $3.07M | 0.14% | −744−3.3% | Reduced |
| South Dakota Investment Council | 22,140 | $3.12M | 0.05% | −4,400−16.6% | Reduced |
| E. Ohman J:or Asset Management AB | 22,424 | $3.15M | 0.10% | +2,000+9.8% | Added |
| Heritage Trust Co | 22,924 | $3.23M | 0.46% | −505−2.2% | Reduced |
| Keybank National Association | 23,073 | $3.25M | 0.01% | −423−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,093 | $3.25M | 0.06% | +55+0.2% | Added |
| Lafayette Investments, Inc. | 23,460 | $3.30M | 0.90% | −400−1.7% | Reduced |
| Occudo Quantitative Strategies LP | 23,542 | $3.31M | 0.51% | +17,911+318.1% | Added |
| Regentatlantic Capital LLC | 23,573 | $3.32M | 0.10% | +2,258+10.6% | Added |
| Kames Capital plc | 23,696 | $3.33M | 0.05% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 23,841 | $3.35M | 0.86% | +665+2.9% | Added |
| HNP Capital LLC | 23,841 | $3.35M | 0.89% | +796+3.5% | Added |
| Gamco Investors, Inc. Et Al | 24,521 | $3.45M | 0.03% | −390−1.6% | Reduced |
| Icon Wealth Partners, LLC | 24,793 | $3.49M | 0.37% | +1,766+7.7% | Added |
| Distillate Capital Partners LLC | 24,984 | $3.52M | 0.98% | +2,883+13.0% | Added |
| Corient Capital Partners, LLC | 25,231 | $3.55M | 0.26% | +4,200+20.0% | Added |
| Oak Ridge Investments LLC | 25,454 | $3.58M | 0.31% | −505−1.9% | Reduced |
| Wealthfront Advisers LLC | 25,607 | $3.60M | 0.02% | +2,835+12.4% | Added |
| Carnegie Capital Asset Management, LLC | 25,755 | $3.62M | 0.14% | +7,663+42.4% | Added |
| Bonness Enterprises Inc | 25,800 | $3.63M | 1.83% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 25,963 | $3.65M | 0.01% | +1,195+4.8% | Added |
| Agf Investments Inc. | 26,137 | $3.68M | 0.03% | +10,188+63.9% | Added |
| Exencial Wealth Advisors, LLC | 26,579 | $3.74M | 0.20% | −6,015−18.5% | Reduced |
| Olstein Capital Management, L.P. | 27,000 | $3.80M | 0.48% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 27,000 | $3.80M | 0.50% | 00.0% | Unchanged |
| Harrington Investments, INC | 27,106 | $3.81M | 2.26% | −21−0.1% | Reduced |
| Daiwa Securities Group Inc. | 27,685 | $3.90M | 0.03% | +1,474+5.6% | Added |
| Point72 Asset Management, L.P. | 27,800 | $3.91M | 0.02% | +27,800 | New |
| Becker Capital Management Inc | 28,202 | $3.97M | 0.17% | +878+3.2% | Added |
| Simplex Trading, LLC | 28,652 | $4.03M | 0.15% | +28,652 | New |
| Te Ahumairangi Investment Management Ltd | 28,906 | $4.07M | 0.53% | −17,119−37.2% | Reduced |
| Pensionfund DSM Netherlands | 29,200 | $4.11M | 0.53% | −2,000−6.4% | Reduced |
| Private Advisor Group, LLC | 29,334 | $4.13M | 0.04% | +925+3.3% | Added |
| MU Investments Co., Ltd. | 29,350 | $4.13M | 4.43% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 29,589 | $4.16M | 2.52% | −20,688−41.1% | Reduced |
| Kentucky Retirement Systems | 29,612 | $4.17M | 0.20% | −1,065−3.5% | Reduced |
| Parcion Private Wealth LLC | 29,685 | $4.18M | 0.42% | −864−2.8% | Reduced |
| Citizens Financial Group Inc | 29,689 | $4.18M | 0.18% | +426+1.5% | Added |
| Siemens Fonds Invest GmbH | 30,426 | $4.28M | 0.51% | −13,098−30.1% | Reduced |
| Richard Bernstein Advisors LLC | 30,642 | $4.31M | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 31,700 | $4.46M | 0.11% | +200+0.6% | Added |
| Stokes Capital Advisors, LLC | 31,996 | $4.50M | 1.48% | +355+1.1% | Added |
| Crossmark Global Holdings, Inc. | 32,262 | $4.54M | 0.11% | −5,766−15.2% | Reduced |
| Blair William & Co | 32,281 | $4.54M | 0.02% | −1,858−5.4% | Reduced |
| Churchill Management Corp | 32,404 | $4.56M | 0.07% | −70.0% | Reduced |
| Logan Capital Management Inc | 32,427 | $4.56M | 0.21% | −6,956−17.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 32,909 | $4.63M | 0.06% | +31,129+1,748.8% | Added |
| SG Americas Securities, LLC | 33,720 | $4.74M | 0.02% | −469,851−93.3% | Reduced |
| New Mexico Educational Retirement Board | 33,841 | $4.76M | 0.16% | +1,500+4.6% | Added |
| Tower View Investment Management & Research LLC | 34,060 | $4.79M | 2.43% | −163−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 34,396 | $4.84M | 0.50% | +144+0.4% | Added |
| Ipswich Investment Management Co., Inc. | 34,726 | $4.88M | 1.25% | +540+1.6% | Added |
| Creative Planning | 35,227 | $4.96M | 0.01% | +2,575+7.9% | Added |
| Xponance, Inc. | 35,331 | $4.97M | 0.09% | −28,428−44.6% | Reduced |
| Auxier Asset Management | 35,362 | $4.97M | 0.82% | −1,150−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 35,539 | $5.00M | 0.21% | −55−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 35,628 | $5.01M | 0.17% | −962−2.6% | Reduced |
| BBVA USA | 36,127 | $5.08M | 0.28% | +36,127 | New |
| Bennett Selby Investments LP | 36,177 | $5.09M | 3.44% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 36,498 | $5.13M | 0.16% | +3,642+11.1% | Added |
| Gotham Asset Management, LLC | 36,884 | $5.19M | 0.22% | −15,123−29.1% | Reduced |
| Tredje AP-fonden | 36,924 | $5.19M | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 37,125 | $5.22M | 0.02% | +1,123+3.1% | Added |
| Pacer Advisors, Inc. | 37,587 | $5.29M | 0.08% | +7,541+25.1% | Added |
| DuPont Capital Management Corp | 38,015 | $5.35M | 0.13% | +720+1.9% | Added |
| Sompo Asset Management Co., Ltd. | 38,120 | $5.36M | 1.10% | +350+0.9% | Added |
| Candriam Luxembourg S.C.A. | 38,166 | $5.37M | 0.04% | −18,938−33.2% | Reduced |
| Capital International Sarl | 38,616 | $5.43M | 0.47% | −1,837−4.5% | Reduced |
| Maryland State Retirement & Pension System | 38,121 | $5.43M | 0.18% | −656−1.7% | Reduced |
| Northcape Capital Pty Ltd | 38,795 | $5.46M | 0.57% | +696+1.8% | Added |
| Brewin Dolphin Ltd | 40,522 | $5.70M | 0.26% | −5,800−12.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 40,560 | $5.71M | 0.01% | +2,300+6.0% | Added |
| First Republic Investment Management, Inc. | 40,968 | $5.76M | 0.01% | +7,093+20.9% | Added |
| Running Oak Capital LLC | 41,075 | $5.78M | 3.20% | −5,383−11.6% | Reduced |
| Marks Group Wealth Management, Inc | 41,227 | $5.81M | 0.80% | −3,227−7.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,720 | $5.87M | 0.02% | +25,156+151.9% | Added |
| ING Groep NV | 41,766 | $5.88M | 0.09% | +8,119+24.1% | Added |
| Oregon Public Employees Retirement Fund | 42,198 | $5.94M | 0.07% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 42,463 | $5.97M | 0.19% | +27,860+190.8% | Added |
| Securian Asset Management, Inc | 43,586 | $6.13M | 0.12% | −339−0.8% | Reduced |
| Holocene Advisors, LP | 44,365 | $6.24M | 0.04% | −10,751−19.5% | Reduced |
| Atria Investments LLC | 44,699 | $6.29M | 0.12% | +5,927+15.3% | Added |
| Crestline Management, LP | 45,000 | $6.33M | 0.55% | +45,000 | New |
| Achmea Investment Management B.V. | 45,612 | $6.42M | 0.22% | −4,647−9.2% | Reduced |
| NBW Capital LLC | 45,698 | $6.43M | 1.57% | +147+0.3% | Added |
| Andra AP-fonden | 46,600 | $6.56M | 0.13% | −5,000−9.7% | Reduced |