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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 2,726 | $383.0K | 0.02% | +133+5.1% | Added |
| Kore Private Wealth LLC | 2,717 | $382.0K | 0.04% | +364+15.5% | Added |
| Glassman Wealth Services | 2,701 | $380.0K | 0.08% | −2,491−48.0% | Reduced |
| Peapack Gladstone Financial Corp | 2,700 | $380.0K | 0.01% | +378+16.3% | Added |
| Fulton Bank, N.A. | 2,694 | $379.0K | 0.02% | −402−13.0% | Reduced |
| Sageworth Trust Co | 2,693 | $379.0K | 0.03% | +2,693 | New |
| Sutton Wealth Advisors Inc. | 2,656 | $373.6K | 0.14% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,650 | $372.0K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,631 | $371.0K | 0.01% | −89−3.3% | Reduced |
| DF Dent & Co Inc | 2,636 | $371.0K | 0.00% | +233+9.7% | Added |
| Reliant Investment Management, LLC | 2,621 | $369.0K | 0.17% | +435+19.9% | Added |
| Boston Research & Management Inc | 2,620 | $368.0K | 0.11% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,599 | $366.0K | 0.06% | −4,746−64.6% | Reduced |
| Westover Capital Advisors, LLC | 2,599 | $366.0K | 0.12% | −15−0.6% | Reduced |
| Cetera Investment Advisers | 2,602 | $366.0K | 0.01% | +2,602 | New |
| NorthRock Partners, LLC | 2,556 | $360.0K | 0.03% | −147−5.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,550 | $359.0K | 0.12% | −150−5.6% | Reduced |
| SOL Capital Management CO | 2,520 | $355.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,457 | $346.0K | 0.08% | −117−4.5% | Reduced |
| ARS Investment Partners, LLC | 2,453 | $345.0K | 0.04% | −100−3.9% | Reduced |
| Wallace Capital Management Inc. | 2,443 | $344.0K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $343.0K | 0.32% | 00.0% | Unchanged |
| Pendal Group Limited | 2,404 | $338.0K | 0.00% | +2,404 | New |
| Flagship Harbor Advisors, LLC | 2,382 | $335.0K | 0.04% | −265−10.0% | Reduced |
| MAI Capital Management | 2,366 | $333.0K | 0.01% | +246+11.6% | Added |
| Fulcrum Asset Management LLP | – | $331.0K | 0.14% | – | – |
| Powell Investment Advisors, LLC | 2,350 | $331.0K | 0.20% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,317 | $326.0K | 0.01% | −37−1.6% | Reduced |
| Centaurus Financial, Inc. | 2,315 | $326.0K | 0.03% | +132+6.0% | Added |
| Meiji Yasuda Life Insurance Co | 2,296 | $323.0K | 0.01% | −104−4.3% | Reduced |
| Lantz Financial LLC | 2,292 | $322.0K | 0.17% | 00.0% | Unchanged |
| Cypress Capital Group | 2,280 | $321.0K | 0.04% | +184+8.8% | Added |
| InterOcean Capital Group, LLC | 2,274 | $320.0K | 0.02% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,253 | $317.0K | 0.25% | −491−17.9% | Reduced |
| Abbrea Capital, LLC | 2,248 | $316.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,242 | $315.0K | 0.02% | +51+2.3% | Added |
| Davy Global Fund Management Ltd | 2,223 | $313.0K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,222 | $313.0K | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,215 | $312.0K | 0.04% | +10.0% | Added |
| RKL Wealth Management LLC | 2,203 | $310.0K | 0.04% | −500−18.5% | Reduced |
| Montag A & Associates Inc | 2,202 | $310.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 2,199 | $309.0K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 2,194 | $309.0K | 0.04% | +357+19.4% | Added |
| Smith & Howard Wealth Management, LLC | 2,190 | $308.0K | 0.15% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,187 | $308.0K | 0.02% | +2,187 | New |
| Accurate Wealth Management, LLC | 2,156 | $303.0K | 0.27% | +2,156 | New |
| Rockland Trust Co | 2,148 | $302.0K | 0.02% | −604−21.9% | Reduced |
| Geller Advisors LLC | 2,129 | $300.0K | 0.06% | +2+0.1% | Added |
| AdvisorNet Financial, Inc | 2,126 | $299.0K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,115 | $298.0K | 0.02% | +7+0.3% | Added |
| FourThought Financial, LLC | 2,107 | $296.0K | 0.04% | +415+24.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,100 | $295.0K | 0.01% | −100−4.5% | Reduced |
| Yorktown Management & Research Co Inc | 2,090 | $294.0K | 0.23% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,090 | $294.0K | 0.07% | +2,090 | New |
| First Hawaiian Bank | 2,076 | $292.0K | 0.01% | −602−22.5% | Reduced |
| Curated Wealth Partners LLC | 2,068 | $291.0K | 0.16% | +241+13.2% | Added |
| Balasa Dinverno & Foltz LLC | 2,048 | $288.0K | 0.02% | 00.0% | Unchanged |
| Bank of the West | 2,036 | $286.0K | 0.03% | −56−2.7% | Reduced |
| Abner Herrman & Brock LLC | 2,033 | $286.0K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,034 | $286.0K | 0.08% | +2,034 | New |
| Stokes Family Office, LLC | 2,034 | $286.0K | 0.04% | +2,034 | New |
| Willow Creek Wealth Management Inc. | 2,029 | $285.0K | 0.07% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,005 | $282.0K | 0.01% | −2,169−52.0% | Reduced |
| Advisory Alpha, LLC | 2,001 | $282.0K | 0.02% | −573−22.3% | Reduced |
| Hunter Associates Investment Management LLC | 2,000 | $281.0K | 0.09% | 00.0% | Unchanged |
| S&CO Inc | 2,000 | $281.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 1,999 | $281.0K | 0.07% | 00.0% | Unchanged |
| Mark Stevens | 2,000 | $281.0K | 0.03% | +2,000 | New |
| Dowling & Yahnke LLC | 1,992 | $280.0K | 0.02% | +1,992 | New |
| Creative Financial Designs Inc | 1,978 | $278.0K | 0.05% | −2,837−58.9% | Reduced |
| Nicolet Bankshares Inc | 1,979 | $278.0K | 0.07% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,978 | $278.0K | 0.06% | +6+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 1,971 | $277.0K | 0.01% | +2+0.1% | Added |
| Kathmere Capital Management, LLC | 1,960 | $276.0K | 0.05% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 1,952 | $275.0K | 0.04% | +258+15.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $274.0K | 0.20% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,945 | $274.0K | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,942 | $273.0K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,930 | $272.0K | 0.01% | −84−4.2% | Reduced |
| SeaCrest Wealth Management, LLC | 1,932 | $272.0K | 0.03% | +135+7.5% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $271.0K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 1,900 | $270.0K | 0.04% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,916 | $270.0K | 0.02% | +1,916 | New |
| Asio Capital, LLC | 1,900 | $267.0K | 0.09% | −400−17.4% | Reduced |
| Parsons Capital Management Inc | 1,896 | $267.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,894 | $266.4K | 0.03% | +1,894 | New |
| Procyon Private Wealth Partners, LLC | 1,890 | $266.0K | 0.07% | −6−0.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 1,885 | $265.2K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,881 | $265.0K | 0.12% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,865 | $262.0K | 0.17% | +62+3.4% | Added |
| Deseret Mutual Benefit Administrators | 1,853 | $261.0K | 0.06% | +1,853 | New |
| Caxton Associates LP | 1,850 | $260.0K | 0.03% | +1,850 | New |
| SOA Wealth Advisors, LLC. | 1,838 | $258.0K | 0.07% | +39+2.2% | Added |
| Alera Investment Advisors, LLC | 1,829 | $257.0K | 0.08% | −540−22.8% | Reduced |
| Cetera Advisors LLC | 1,803 | $254.0K | 0.01% | +165+10.1% | Added |
| Appleton Partners Inc | 1,804 | $254.0K | 0.02% | +1,804 | New |
| Essex Financial Services, Inc. | 1,805 | $254.0K | 0.04% | +1,805 | New |
| Brookstone Capital Management | 1,803 | $254.0K | 0.00% | +1,803 | New |
| Resources Management Corp | 1,800 | $253.0K | 0.04% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 253 | $253.0K | 0.05% | −1,547−85.9% | Reduced |