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 |
|---|---|---|---|---|---|
| Roosevelt Investment Group LLC | 9,594 | $1.35M | 0.08% | +305+3.3% | Added |
| Grimes & Company, Inc. | 9,437 | $1.33M | 0.06% | 00.0% | Unchanged |
| James Hambro & Partners | 9,186 | $1.29M | 0.10% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 9,088 | $1.28M | 0.05% | −9,001−49.8% | Reduced |
| Howland Capital Management LLC | 8,997 | $1.27M | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 8,900 | $1.25M | 0.19% | −153−1.7% | Reduced |
| LS Investment Advisors, LLC | 8,896 | $1.25M | 0.16% | −12,874−59.1% | Reduced |
| DSM Capital Partners LLC | 8,840 | $1.24M | 0.01% | −1,010−10.3% | Reduced |
| Wimmer Associates 1, LLC | 8,819 | $1.24M | 0.73% | −44−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 8,755 | $1.23M | 0.25% | +23+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 8,671 | $1.22M | 0.15% | +91+1.1% | Added |
| Moneta Group Investment Advisors LLC | 8,580 | $1.21M | 0.06% | +411+5.0% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.20M | 0.09% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,511 | $1.20M | 0.07% | +1,000+13.3% | Added |
| Cutler Group LP | 8,498 | $1.20M | 0.09% | +8,148+2,328.0% | Added |
| Enterprise Bank & Trust Co | 8,482 | $1.19M | 0.47% | +78+0.9% | Added |
| Donaldson Capital Management, LLC | 8,451 | $1.19M | 0.06% | −881−9.4% | Reduced |
| Evercore Wealth Management, LLC | 8,429 | $1.19M | 0.02% | −350−4.0% | Reduced |
| IndexIQ Advisors LLC | 8,329 | $1.17M | 0.04% | +214+2.6% | Added |
| Wilkins Investment Counsel Inc | 8,240 | $1.16M | 0.29% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 8,160 | $1.15M | 0.03% | +3,053+59.8% | Added |
| Ieq Capital, LLC | 8,098 | $1.14M | 0.03% | +1,830+29.2% | Added |
| Raymond James Trust N.A. | 8,041 | $1.13M | 0.04% | −143−1.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,972 | $1.12M | 0.02% | 00.0% | Unchanged |
| QS Investors, LLC | 7,942 | $1.12M | 0.01% | +452+6.0% | Added |
| Annex Advisory Services, LLC | 7,915 | $1.11M | 0.09% | −259−3.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,805 | $1.10M | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 7,762 | $1.09M | 0.11% | −753−8.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,734 | $1.09M | 0.06% | +109+1.4% | Added |
| Profund Advisors LLC | 7,707 | $1.08M | 0.04% | −292−3.7% | Reduced |
| United Bank | 7,656 | $1.08M | 0.73% | −144−1.8% | Reduced |
| Wetherby Asset Management Inc | 7,623 | $1.07M | 0.07% | −221−2.8% | Reduced |
| Zions Bancorporation, N.A. | 7,606 | $1.07M | 0.11% | +2,031+36.4% | Added |
| TCTC Holdings, LLC | 7,496 | $1.05M | 0.05% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,463 | $1.05M | 0.01% | +4,714+171.5% | Added |
| HM Payson & Co | 7,454 | $1.05M | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Citizens & Northern Corp | 7,324 | $1.03M | 0.39% | −626−7.9% | 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 |
| Canandaigua National Corp | 7,179 | $1.01M | 0.16% | −125−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 7,168 | $1.01M | 0.07% | +52+0.7% | Added |
| West Paces Advisors Inc. | 7,072 | $994.9K | 0.37% | −389−5.2% | Reduced |
| Bowen Hanes & Co Inc | 7,025 | $988.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 6,902 | $971.0K | 0.14% | +1,558+29.2% | Added |
| Bartlett & Co. LLC | 6,873 | $967.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,873 | $966.9K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,747 | $949.0K | 0.07% | +487+7.8% | Added |
| Alphasimplex Group, LLC | 6,705 | $943.0K | 0.47% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,699 | $942.0K | 0.06% | −1,671−20.0% | Reduced |
| Aries Wealth Management | 6,691 | $941.0K | 0.40% | 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 |
| Smithfield Trust Co | 6,600 | $928.0K | 0.06% | 00.0% | Unchanged |
| Gries Financial LLC | 6,101 | $908.0K | 0.29% | 00.0% | Unchanged |
| NatWest Group plc | 6,440 | $906.0K | 0.47% | 00.0% | Unchanged |
| Tuttle Tactical Management | 6,419 | $903.0K | 0.40% | +6,419 | New |
| Shelton Capital Management | 6,312 | $888.0K | 0.03% | −6,312−50.0% | Reduced |
| Engineers Gate Manager LP | 6,268 | $882.0K | 0.06% | +521+9.1% | Added |
| Edgemoor Investment Advisors, Inc. | 6,260 | $881.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Greenleaf Trust | 6,102 | $858.0K | 0.01% | +180+3.0% | Added |
| Empirical Finance, LLC | 6,041 | $850.0K | 0.14% | +856+16.5% | Added |
| Advisory Services Network, LLC | 6,009 | $845.0K | 0.03% | +2,634+78.0% | Added |
| Signaturefd, LLC | 5,934 | $835.0K | 0.03% | +585+10.9% | Added |
| Ferguson Wellman Capital Management, Inc | 5,914 | $832.0K | 0.03% | −2,100−26.2% | Reduced |
| Brighton Jones LLC | 5,908 | $831.0K | 0.04% | +157+2.7% | Added |
| NewEdge Wealth, LLC | 5,900 | $830.0K | 0.06% | −1,331−18.4% | Reduced |
| Ropes Wealth Advisors LLC | 5,863 | $825.0K | 0.13% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,800 | $815.0K | 0.37% | +300+5.5% | Added |
| Boyd Watterson Asset Management LLC | 5,757 | $810.0K | 0.33% | +3,088+115.7% | Added |
| TD Private Client Wealth LLC | 5,709 | $803.1K | 0.03% | +1,833+47.3% | Added |
| Gladstone Institutional Advisory LLC | 5,652 | $795.0K | 0.10% | +5,652 | New |
| Pegasus Partners Ltd. | 5,642 | $794.0K | 0.15% | +5,642 | New |
| 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 |
| Douglas Lane & Associates, LLC | 5,626 | $791.0K | 0.01% | −800−12.4% | Reduced |
| United Capital Financial Advisers, LLC | 5,576 | $784.0K | 0.00% | +1,271+29.5% | Added |
| Mercer Capital Advisers, Inc. | 5,546 | $780.0K | 0.39% | 00.0% | Unchanged |
| Wealth Alliance | 5,489 | $772.0K | 0.18% | +97+1.8% | Added |
| Ashfield Capital Partners, LLC | 5,422 | $763.0K | 0.05% | +222+4.3% | Added |
| Freestone Capital Holdings, LLC | 5,420 | $762.0K | 0.04% | +73+1.4% | Added |
| Quadrant Capital Group LLC | 5,408 | $761.0K | 0.11% | +88+1.7% | Added |
| Murphy Pohlad Asset Management LLC | 5,285 | $743.0K | 0.30% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 5,277 | $742.0K | 0.26% | −111−2.1% | Reduced |
| PNC Managed Account Solutions, Inc. | 5,265 | $741.0K | 0.15% | +5,265 | New |
| Toroso Investments, LLC | 5,234 | $736.0K | 0.03% | +2,664+103.7% | Added |
| Steward Partners Investment Advisory, LLC | 5,215 | $734.0K | 0.01% | −6,255−54.5% | Reduced |
| Regents of the University of California | 5,200 | $732.0K | 0.09% | +5,200 | New |
| Nomura Holdings Inc | 5,337 | $730.0K | 0.01% | +5,337 | New |
| Optimal Asset Management, Inc. | 5,100 | $717.0K | 0.08% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,089 | $716.0K | 0.01% | −151−2.9% | Reduced |
| Truehand, Inc | 5,073 | $714.0K | 0.42% | 00.0% | Unchanged |
| Tdam USA Inc. | 4,785 | $704.0K | 0.04% | −174−3.5% | Reduced |