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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 48,348 | $6.80M | 1.18% | −2,215−4.4% | Reduced |
| Oppenheimer Asset Management Inc. | 47,998 | $6.75M | 0.10% | +1,355+2.9% | Added |
| Kinneret Advisory, LLC | 47,620 | $6.70M | 0.79% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 46,820 | $6.59M | 0.01% | +46,820 | New |
| CIBC World Markets Inc. | 46,722 | $6.57M | 0.02% | +38,065+439.7% | Added |
| Andra AP-fonden | 46,600 | $6.56M | 0.13% | −5,000−9.7% | Reduced |
| NBW Capital LLC | 45,698 | $6.43M | 1.57% | +147+0.3% | Added |
| Achmea Investment Management B.V. | 45,612 | $6.42M | 0.22% | −4,647−9.2% | Reduced |
| Crestline Management, LP | 45,000 | $6.33M | 0.55% | +45,000 | New |
| Atria Investments LLC | 44,699 | $6.29M | 0.12% | +5,927+15.3% | Added |
| Holocene Advisors, LP | 44,365 | $6.24M | 0.04% | −10,751−19.5% | Reduced |
| Securian Asset Management, Inc | 43,586 | $6.13M | 0.12% | −339−0.8% | Reduced |
| Northwest & Ethical Investments L.P. | 42,463 | $5.97M | 0.19% | +27,860+190.8% | Added |
| Oregon Public Employees Retirement Fund | 42,198 | $5.94M | 0.07% | 00.0% | Unchanged |
| ING Groep NV | 41,766 | $5.88M | 0.09% | +8,119+24.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,720 | $5.87M | 0.02% | +25,156+151.9% | Added |
| Marks Group Wealth Management, Inc | 41,227 | $5.81M | 0.80% | −3,227−7.3% | Reduced |
| Running Oak Capital LLC | 41,075 | $5.78M | 3.20% | −5,383−11.6% | Reduced |
| First Republic Investment Management, Inc. | 40,968 | $5.76M | 0.01% | +7,093+20.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 40,560 | $5.71M | 0.01% | +2,300+6.0% | Added |
| Brewin Dolphin Ltd | 40,522 | $5.70M | 0.26% | −5,800−12.5% | Reduced |
| Northcape Capital Pty Ltd | 38,795 | $5.46M | 0.57% | +696+1.8% | Added |
| Maryland State Retirement & Pension System | 38,121 | $5.43M | 0.18% | −656−1.7% | Reduced |
| Capital International Sarl | 38,616 | $5.43M | 0.47% | −1,837−4.5% | Reduced |
| Candriam Luxembourg S.C.A. | 38,166 | $5.37M | 0.04% | −18,938−33.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 38,120 | $5.36M | 1.10% | +350+0.9% | Added |
| DuPont Capital Management Corp | 38,015 | $5.35M | 0.13% | +720+1.9% | Added |
| Pacer Advisors, Inc. | 37,587 | $5.29M | 0.08% | +7,541+25.1% | Added |
| M&T Bank Corp | 37,125 | $5.22M | 0.02% | +1,123+3.1% | Added |
| Tredje AP-fonden | 36,924 | $5.19M | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 36,884 | $5.19M | 0.22% | −15,123−29.1% | Reduced |
| Vident Investment Advisory, LLC | 36,498 | $5.13M | 0.16% | +3,642+11.1% | Added |
| Bennett Selby Investments LP | 36,177 | $5.09M | 3.44% | 00.0% | Unchanged |
| BBVA USA | 36,127 | $5.08M | 0.28% | +36,127 | New |
| Elo Mutual Pension Insurance Co | 35,628 | $5.01M | 0.17% | −962−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 35,539 | $5.00M | 0.21% | −55−0.2% | Reduced |
| Auxier Asset Management | 35,362 | $4.97M | 0.82% | −1,150−3.1% | Reduced |
| Xponance, Inc. | 35,331 | $4.97M | 0.09% | −28,428−44.6% | Reduced |
| Creative Planning | 35,227 | $4.96M | 0.01% | +2,575+7.9% | Added |
| Ipswich Investment Management Co., Inc. | 34,726 | $4.88M | 1.25% | +540+1.6% | Added |
| Cape Cod Five Cents Savings Bank | 34,396 | $4.84M | 0.50% | +144+0.4% | Added |
| Tower View Investment Management & Research LLC | 34,060 | $4.79M | 2.43% | −163−0.5% | Reduced |
| New Mexico Educational Retirement Board | 33,841 | $4.76M | 0.16% | +1,500+4.6% | Added |
| SG Americas Securities, LLC | 33,720 | $4.74M | 0.02% | −469,851−93.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 32,909 | $4.63M | 0.06% | +31,129+1,748.8% | Added |
| Logan Capital Management Inc | 32,427 | $4.56M | 0.21% | −6,956−17.7% | Reduced |
| Churchill Management Corp | 32,404 | $4.56M | 0.07% | −70.0% | Reduced |
| Blair William & Co | 32,281 | $4.54M | 0.02% | −1,858−5.4% | Reduced |
| Crossmark Global Holdings, Inc. | 32,262 | $4.54M | 0.11% | −5,766−15.2% | Reduced |
| Stokes Capital Advisors, LLC | 31,996 | $4.50M | 1.48% | +355+1.1% | Added |
| Louisiana State Employees Retirement System | 31,700 | $4.46M | 0.11% | +200+0.6% | Added |
| Richard Bernstein Advisors LLC | 30,642 | $4.31M | 0.09% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 30,426 | $4.28M | 0.51% | −13,098−30.1% | Reduced |
| Citizens Financial Group Inc | 29,689 | $4.18M | 0.18% | +426+1.5% | Added |
| Parcion Private Wealth LLC | 29,685 | $4.18M | 0.42% | −864−2.8% | Reduced |
| Kentucky Retirement Systems | 29,612 | $4.17M | 0.20% | −1,065−3.5% | Reduced |
| BNC Wealth Management, LLC | 29,589 | $4.16M | 2.52% | −20,688−41.1% | Reduced |
| MU Investments Co., Ltd. | 29,350 | $4.13M | 4.43% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 29,334 | $4.13M | 0.04% | +925+3.3% | Added |
| Pensionfund DSM Netherlands | 29,200 | $4.11M | 0.53% | −2,000−6.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 28,906 | $4.07M | 0.53% | −17,119−37.2% | Reduced |
| Simplex Trading, LLC | 28,652 | $4.03M | 0.15% | +28,652 | New |
| Becker Capital Management Inc | 28,202 | $3.97M | 0.17% | +878+3.2% | Added |
| Point72 Asset Management, L.P. | 27,800 | $3.91M | 0.02% | +27,800 | New |
| Daiwa Securities Group Inc. | 27,685 | $3.90M | 0.03% | +1,474+5.6% | Added |
| Harrington Investments, INC | 27,106 | $3.81M | 2.26% | −21−0.1% | 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 |
| Exencial Wealth Advisors, LLC | 26,579 | $3.74M | 0.20% | −6,015−18.5% | Reduced |
| Agf Investments Inc. | 26,137 | $3.68M | 0.03% | +10,188+63.9% | Added |
| Northwestern Mutual Wealth Management Co | 25,963 | $3.65M | 0.01% | +1,195+4.8% | Added |
| Bonness Enterprises Inc | 25,800 | $3.63M | 1.83% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 25,755 | $3.62M | 0.14% | +7,663+42.4% | Added |
| Wealthfront Advisers LLC | 25,607 | $3.60M | 0.02% | +2,835+12.4% | Added |
| Oak Ridge Investments LLC | 25,454 | $3.58M | 0.31% | −505−1.9% | Reduced |
| Corient Capital Partners, LLC | 25,231 | $3.55M | 0.26% | +4,200+20.0% | Added |
| Distillate Capital Partners LLC | 24,984 | $3.52M | 0.98% | +2,883+13.0% | Added |
| Icon Wealth Partners, LLC | 24,793 | $3.49M | 0.37% | +1,766+7.7% | Added |
| Gamco Investors, Inc. Et Al | 24,521 | $3.45M | 0.03% | −390−1.6% | Reduced |
| 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 |
| Kames Capital plc | 23,696 | $3.33M | 0.05% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 23,573 | $3.32M | 0.10% | +2,258+10.6% | Added |
| Occudo Quantitative Strategies LP | 23,542 | $3.31M | 0.51% | +17,911+318.1% | Added |
| Lafayette Investments, Inc. | 23,460 | $3.30M | 0.90% | −400−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,093 | $3.25M | 0.06% | +55+0.2% | Added |
| Keybank National Association | 23,073 | $3.25M | 0.01% | −423−1.8% | Reduced |
| Heritage Trust Co | 22,924 | $3.23M | 0.46% | −505−2.2% | Reduced |
| E. Ohman J:or Asset Management AB | 22,424 | $3.15M | 0.10% | +2,000+9.8% | Added |
| South Dakota Investment Council | 22,140 | $3.12M | 0.05% | −4,400−16.6% | Reduced |
| Banque Cantonale Vaudoise | 21,840 | $3.07M | 0.14% | −744−3.3% | Reduced |
| Ethic Inc. | 21,762 | $3.06M | 0.37% | +7,492+52.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,462 | $3.02M | 0.14% | +150+0.7% | Added |
| Aptus Capital Advisors, LLC | 21,433 | $3.02M | 0.14% | +2,898+15.6% | Added |
| First Mercantile Trust Co | 21,364 | $3.00M | 0.35% | −3,792−15.1% | Reduced |
| Full18 Capital LLC | 21,159 | $2.98M | 1.24% | +21,159 | New |
| Wolverine Trading, LLC | 20,887 | $2.94M | 0.08% | +6,433+44.5% | Added |
| Erste Asset Management GmbH | 20,800 | $2.93M | 0.06% | +1,700+8.9% | Added |
| Synovus Financial Corp | 20,829 | $2.93M | 0.03% | +321+1.6% | Added |
| Veritable, L.P. | 20,749 | $2.92M | 0.05% | +279+1.4% | Added |