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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 4,982 | $701.0K | 0.06% | +91+1.9% | Added |
| Sentry Investment Management LLC | 4,962 | $698.0K | 0.18% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,953 | $696.8K | 0.05% | +1,746+54.4% | Added |
| Jarislowsky, Fraser Ltd | 4,900 | $689.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,887 | $688.0K | 0.04% | −42−0.9% | Reduced |
| Personal Wealth Partners | 4,872 | $685.0K | 0.28% | 00.0% | Unchanged |
| SFMG, LLC | 4,871 | $685.0K | 0.08% | +268+5.8% | Added |
| Checchi Capital Advisers, LLC | 4,808 | $676.0K | 0.08% | −9−0.2% | Reduced |
| Financial Counselors Inc | 4,801 | $675.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,800 | $675.0K | 0.18% | 00.0% | Unchanged |
| Kalos Management, Inc. | 4,477 | $674.0K | 0.27% | −54−1.2% | Reduced |
| Arden Trust Co | 4,763 | $670.0K | 0.11% | +150+3.3% | Added |
| Icon Advisers Inc | 4,700 | $661.0K | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,662 | $656.0K | 0.01% | −30−0.6% | Reduced |
| Proequities, Inc. | 4,660 | $656.0K | 0.04% | +511+12.3% | Added |
| Orion Portfolio Solutions, LLC | 4,653 | $655.0K | 0.03% | +138+3.1% | Added |
| Bryn Mawr Trust Co | 4,641 | $653.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,634 | $652.0K | 0.18% | +4,634 | New |
| Strid Group, LLC | 4,584 | $648.0K | 0.15% | +1,374+42.8% | Added |
| Eudaimonia Partners, LLC | 4,608 | $648.0K | 0.12% | +3,584+350.0% | Added |
| Trust Asset Management LLC | 4,590 | $646.0K | 0.09% | +501+12.3% | Added |
| Fosun International Ltd | 4,507 | $635.0K | 0.04% | 00.0% | Unchanged |
| AGF Investments LLC | 4,400 | $619.0K | 0.06% | +4,400 | New |
| Norway Savings Bank | 4,342 | $611.0K | 0.30% | +285+7.0% | Added |
| Opus Capital Group, LLC | 4,339 | $610.0K | 0.14% | −421−8.8% | Reduced |
| Meeder Asset Management Inc | 4,331 | $609.0K | 0.03% | +466+12.1% | Added |
| Csenge Advisory Group | 4,267 | $607.0K | 0.05% | −100−2.3% | Reduced |
| VeraBank, N.A. | 4,320 | $607.0K | 0.36% | +16+0.4% | Added |
| GWM Advisors LLC | 4,283 | $603.0K | 0.02% | −279−6.1% | Reduced |
| Duncker Streett & Co Inc | 4,200 | $591.0K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,183 | $589.0K | 0.02% | +851+25.5% | Added |
| Hilltop Holdings Inc. | 4,143 | $582.0K | 0.07% | −89−2.1% | Reduced |
| King Luther Capital Management Corp | 4,120 | $580.0K | 0.00% | +1,722+71.8% | Added |
| Centiva Capital, LP | 4,094 | $576.0K | 0.05% | +4,094 | New |
| JGP Wealth Management, LLC | 4,087 | $575.0K | 0.12% | +702+20.7% | Added |
| Atlantic Union Bankshares Corp | 4,081 | $574.0K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 4,057 | $571.0K | 0.03% | +4,057 | New |
| Robotti Robert | 4,000 | $563.0K | 0.14% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $562.0K | 0.31% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,977 | $559.0K | 0.08% | +1,839+86.0% | Added |
| Assenagon Asset Management S.A. | 3,932 | $553.0K | 0.00% | +65+1.7% | Added |
| Prospector Partners LLC | 3,900 | $549.0K | 0.07% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 3,891 | $547.0K | 0.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,882 | $546.0K | 0.02% | +566+17.1% | Added |
| Hutchinson Capital Management | 3,772 | $531.0K | 0.13% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,774 | $531.0K | 0.05% | +18+0.5% | Added |
| Caldwell Trust Co | 3,766 | $529.8K | 0.07% | −34−0.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,760 | $529.0K | 0.08% | −24−0.6% | Reduced |
| Gofen & Glossberg LLC | 3,738 | $526.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,677 | $517.0K | 0.01% | −41−1.1% | Reduced |
| National Asset Management, Inc. | 3,679 | $517.0K | 0.02% | +78+2.2% | Added |
| Independence Bank of Kentucky | 3,640 | $512.0K | 0.23% | −130−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,635 | $511.0K | 0.05% | +339+10.3% | Added |
| Homrich & Berg | 3,554 | $500.0K | 0.01% | +557+18.6% | Added |
| American Portfolios Advisors | 3,552 | $499.7K | 0.02% | +532+17.6% | Added |
| Buckley Wealth Management, LLC | 3,544 | $499.0K | 0.17% | +76+2.2% | Added |
| Noesis Capital Mangement Corp | 3,500 | $495.0K | 0.10% | −4−0.1% | Reduced |
| Bank of New Hampshire | 3,516 | $495.0K | 0.13% | +3,516 | New |
| Truefg, LLC | 3,500 | $492.0K | 0.25% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,484 | $490.0K | 0.19% | +122+3.6% | Added |
| Reynders McVeigh Capital Management, LLC | 3,475 | $489.0K | 0.03% | +164+5.0% | Added |
| Henshaw Capital LLC | 3,466 | $487.6K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,435 | $487.0K | 0.05% | −147−4.1% | Reduced |
| Contravisory Investment Management, Inc. | 3,442 | $484.0K | 0.14% | +284+9.0% | Added |
| Moors & Cabot, Inc. | 3,429 | $482.0K | 0.03% | +128+3.9% | Added |
| Coldstream Capital Management Inc | 3,425 | $482.0K | 0.02% | +221+6.9% | Added |
| Tower Bridge Advisors | 3,400 | $478.3K | 0.03% | 00.0% | Unchanged |
| Ruffer LLP | 3,400 | $478.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $478.0K | 0.12% | +102+3.1% | Added |
| Capital Asset Advisory Services LLC | 3,368 | $474.0K | 0.05% | −620−15.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,354 | $472.0K | 0.01% | +114+3.5% | Added |
| Lake Street Advisors Group, LLC | 3,127 | $472.0K | 0.03% | +7+0.2% | Added |
| Personal Capital Advisors Corp | 3,353 | $472.0K | 0.00% | +878+35.5% | Added |
| Domani Wealth, LLC | 3,340 | $470.0K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,336 | $469.0K | 0.04% | +1,538+85.5% | Added |
| Rodgers Brothers Inc. | 3,250 | $457.0K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,240 | $456.0K | 0.04% | −300−8.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $456.0K | 0.10% | +3,244 | New |
| Arcus Capital Partners, LLC | 3,236 | $455.0K | 0.21% | +438+15.7% | Added |
| Bridgewater Advisors Inc. | 3,227 | $454.0K | 0.14% | +4+0.1% | Added |
| CAPROCK Group, Inc. | 3,208 | $451.0K | 0.04% | +79+2.5% | Added |
| REDW Wealth LLC | 3,190 | $449.0K | 0.14% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,179 | $447.0K | 0.04% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3,148 | $443.0K | 0.35% | +2,651+533.4% | Added |
| Personal Cfo Solutions, LLC | 3,138 | $441.0K | 0.09% | +3,138 | New |
| Horizon Investments, LLC | 3,122 | $438.0K | 0.01% | +90+3.0% | Added |
| Defined Wealth Management, LLC | 3,095 | $435.0K | 0.39% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,085 | $434.0K | 0.10% | −50−1.6% | Reduced |
| Walleye Trading LLC | 3,071 | $432.0K | 0.01% | −4,247−58.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,070 | $432.0K | 0.03% | +93+3.1% | Added |
| Waller Financial Planning Group, Inc | 3,049 | $429.0K | 0.11% | +10+0.3% | Added |
| KB Financial Partners, LLC | 3,051 | $429.0K | 0.16% | +1,490+95.5% | Added |
| Capital Advisors Inc | 3,004 | $423.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 2,918 | $411.0K | 0.01% | +10+0.3% | Added |
| Putnam Investments LLC | 2,888 | $406.0K | 0.00% | −28−1.0% | Reduced |
| Aureus Asset Management, LLC | 2,880 | $405.0K | 0.03% | +2,880 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,882 | $405.0K | 0.05% | +2,882 | New |
| Dodge & Cox | 2,860 | $402.0K | 0.00% | −728−20.3% | Reduced |
| Park Avenue Securities LLC | 2,768 | $389.0K | 0.01% | +97+3.6% | Added |
| North Star Asset Management Inc | 2,750 | $387.0K | 0.02% | 00.0% | Unchanged |