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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 20,700 | $2.91M | 0.62% | 00.0% | Unchanged |
| Souders Financial Advisors | 20,447 | $2.88M | 0.97% | +213+1.1% | Added |
| Ninety One North America, Inc. | 20,032 | $2.82M | 0.13% | −365−1.8% | Reduced |
| RBF Capital, LLC | 20,000 | $2.81M | 0.16% | 00.0% | Unchanged |
| Commerce Bank | 19,817 | $2.79M | 0.02% | −23−0.1% | Reduced |
| MD Financial Management Inc. | 19,397 | $2.73M | 0.08% | +19,397 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,220 | $2.70M | 0.05% | +866+4.7% | Added |
| Panagora Asset Management Inc | 19,035 | $2.68M | 0.01% | +390+2.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 18,810 | $2.65M | 0.24% | +4,520+31.6% | Added |
| Northwest Investment Counselors, LLC | 18,512 | $2.60M | 0.72% | −199−1.1% | Reduced |
| Triasima Portfolio Management inc. | 18,435 | $2.59M | 0.13% | −150−0.8% | Reduced |
| Capital Planning Advisors, LLC | 18,165 | $2.56M | 0.52% | +160+0.9% | Added |
| MML Investors Services, LLC | 18,059 | $2.54M | 0.02% | −63−0.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,846 | $2.51M | 1.22% | −5,846−24.7% | Reduced |
| Advisor Partners LLC | 17,768 | $2.50M | 0.16% | −808−4.3% | Reduced |
| Snowden Capital Advisors LLC | 17,526 | $2.47M | 0.12% | +8,559+95.4% | Added |
| Reilly Financial Advisors, LLC | 16,603 | $2.34M | 0.19% | −99−0.6% | Reduced |
| Prio Wealth Limited Partnership | 16,600 | $2.33M | 0.08% | +599+3.7% | Added |
| Private Trust Co NA | 16,499 | $2.32M | 0.35% | +4,377+36.1% | Added |
| HAP Trading, LLC | 16,299 | $2.29M | 0.14% | +16,299 | New |
| Mechanics Bank Trust Department | 16,222 | $2.28M | 0.37% | −91−0.6% | Reduced |
| Sumitomo Life Insurance Co | 16,129 | $2.27M | 0.07% | −3,349−17.2% | Reduced |
| Cigna Investments Inc | 15,938 | $2.24M | 0.16% | −2,322−12.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,921 | $2.24M | 0.04% | +3,369+26.8% | Added |
| 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 |
| Allstate Corp | 15,814 | $2.23M | 0.07% | −771−4.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,711 | $2.21M | 0.91% | −1,437−8.4% | Reduced |
| Van Eck Associates Corp | 15,519 | $2.18M | 0.01% | +1,804+13.2% | Added |
| Norinchukin Bank, The | 15,496 | $2.18M | 0.03% | −179−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 15,487 | $2.18M | 0.06% | −31,628−67.1% | Reduced |
| Walleye Capital LLC | 15,473 | $2.18M | 0.08% | −347−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15,419 | $2.17M | 0.70% | +9,060+142.5% | Added |
| Everence Capital Management Inc | 15,390 | $2.17M | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 15,337 | $2.16M | 0.12% | −22−0.1% | Reduced |
| Regions Financial Corp | 15,008 | $2.11M | 0.02% | −2,404−13.8% | Reduced |
| KCS Wealth Advisory | 14,836 | $2.09M | 0.98% | +692+4.9% | Added |
| Alerus Financial NA | 14,787 | $2.08M | 0.21% | +926+6.7% | Added |
| Welch & Forbes LLC | 14,720 | $2.07M | 0.03% | −916−5.9% | Reduced |
| Heritage Wealth Advisors | 14,708 | $2.07M | 0.13% | −1,530−9.4% | Reduced |
| Acorn Financial Advisory Services Inc | 14,607 | $2.06M | 0.61% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,527 | $2.04M | 0.36% | +725+5.3% | Added |
| Apollon Wealth Management, LLC | 14,513 | $2.04M | 0.37% | +130+0.9% | Added |
| IBM Retirement Fund | 14,338 | $2.02M | 0.16% | −2,896−16.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,030 | $1.97M | 0.19% | −7,172−33.8% | Reduced |
| SRB Corp | 13,958 | $1.96M | 0.13% | +1,520+12.2% | Added |
| Lido Advisors, LLC | 13,891 | $1.95M | 0.05% | +3,537+34.2% | Added |
| Argent Trust Co | 13,802 | $1.94M | 0.13% | −195−1.4% | Reduced |
| Mercer Global Advisors Inc | 13,702 | $1.93M | 0.01% | −9,005−39.7% | Reduced |
| Seeyond | 13,591 | $1.91M | 0.18% | −411−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 13,513 | $1.90M | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 13,236 | $1.86M | 0.20% | −801−5.7% | Reduced |
| Lincoln National Corp | 13,115 | $1.84M | 0.04% | −1,160−8.1% | Reduced |
| Front Row Advisors LLC | 11,976 | $1.84M | 0.76% | −314−2.6% | Reduced |
| Venture Visionary Partners LLC | 13,044 | $1.83M | 0.15% | −3,040−18.9% | Reduced |
| JustInvest LLC | 12,948 | $1.82M | 0.19% | +5,960+85.3% | Added |
| World Asset Management Inc | 12,848 | $1.81M | 0.16% | −439−3.3% | Reduced |
| Kestra Advisory Services, LLC | 12,682 | $1.78M | 0.02% | +75+0.6% | Added |
| HighPoint Advisor Group LLC | 12,676 | $1.78M | 0.18% | +677+5.6% | Added |
| Zurich Insurance Group Ltd | 12,600 | $1.77M | 0.02% | +12,600 | New |
| Bessemer Group Inc | 12,399 | $1.75M | 0.00% | +319+2.6% | Added |
| Cubist Systematic Strategies, LLC | 12,384 | $1.74M | 0.02% | −10,324−45.5% | Reduced |
| American National Registered Investment Advisor, Inc. | 12,329 | $1.73M | 0.62% | −596−4.6% | Reduced |
| Fiduciary Trust Co | 12,248 | $1.72M | 0.03% | +386+3.3% | Added |
| Ci Investments Inc. | 12,238 | $1.72M | 0.01% | +4,338+54.9% | Added |
| Redpoint Investment Management Pty Ltd | 12,219 | $1.72M | 0.14% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 12,151 | $1.71M | 0.49% | +18+0.1% | Added |
| Essex Investment Management Co LLC | 12,099 | $1.70M | 0.20% | 00.0% | Unchanged |
| Close Asset Management Ltd | 12,057 | $1.70M | 0.08% | −200−1.6% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $1.69M | 0.79% | +2,000+20.0% | Added |
| Occidental Asset Management, LLC | 11,955 | $1.68M | 0.45% | +603+5.3% | Added |
| Federated Hermes, Inc. | 11,919 | $1.68M | 0.00% | +27+0.2% | Added |
| Fieldpoint Private Securities, LLC | 11,104 | $1.67M | 0.37% | −10−0.1% | Reduced |
| AE Wealth Management LLC | 11,761 | $1.66M | 0.01% | +109+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 11,047 | $1.65M | 0.06% | −800−6.8% | Reduced |
| Bremer Bank National Association | 11,634 | $1.64M | 0.35% | +255+2.2% | Added |
| BP PLC | 11,481 | $1.61M | 0.07% | −5,283−31.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,423 | $1.61M | 0.04% | +2,228+24.2% | Added |
| RMR Wealth Builders | 11,319 | $1.59M | 0.52% | −20.0% | Reduced |
| Cary Street Partners Asset Management LLC | 11,260 | $1.58M | 0.38% | −152,570−93.1% | Reduced |
| Fayez Sarofim & Co | 11,190 | $1.57M | 0.01% | −1,560−12.2% | Reduced |
| Transcend Wealth Collective, LLC | 11,040 | $1.55M | 0.22% | −30−0.3% | Reduced |
| Caption Management, LLC | 11,000 | $1.55M | 0.14% | +11,000 | New |
| Charter Trust Co | 10,723 | $1.51M | 0.14% | −685−6.0% | Reduced |
| Banque Pictet & Cie SA | 10,600 | $1.49M | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 10,387 | $1.46M | 0.33% | −372−3.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,222 | $1.44M | 0.10% | +274+2.8% | Added |
| Sowell Financial Services LLC | 10,217 | $1.44M | 0.10% | +28+0.3% | Added |
| Chesley Taft & Associates LLC | 10,190 | $1.43M | 0.08% | −266−2.5% | Reduced |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 9,949 | $1.40M | 0.01% | +502+5.3% | Added |
| Belpointe Asset Management LLC | 9,941 | $1.40M | 0.10% | +1,864+23.1% | Added |
| Captrust Financial Advisors | 9,835 | $1.38M | 0.01% | −2,329−19.1% | Reduced |
| Altium Wealth Management LLC | 9,819 | $1.38M | 0.10% | −311−3.1% | Reduced |
| First National Trust Co | 9,784 | $1.38M | 0.08% | +283+3.0% | Added |
| Ativo Capital Management LLC | 9,750 | $1.37M | 0.58% | 00.0% | Unchanged |
| CWM, LLC | 9,690 | $1.36M | 0.01% | 00.0% | Unchanged |
| CX Institutional | 9,638 | $1.36M | 0.11% | +186+2.0% | Added |