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 |
|---|---|---|---|---|---|
| Northside Capital Management, LLC | 1,787 | $251.0K | 0.06% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 1,759 | $248.0K | 0.15% | +290+19.7% | Added |
| X-Square Capital, LLC | 1,783 | $246.0K | 0.12% | +1,783 | New |
| Marathon Capital Management | 1,745 | $245.0K | 0.06% | −70−3.9% | Reduced |
| Fermata Advisors, LLC | 1,741 | $245.0K | 0.14% | +1,741 | New |
| Voya Financial Advisors, Inc. | 1,730 | $244.0K | 0.03% | −3,481−66.8% | Reduced |
| Tobam | 1,734 | $244.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,741 | $244.0K | 0.04% | +362+26.3% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $243.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,726 | $243.0K | 0.02% | +1,726 | New |
| Avantax Advisory Services, Inc. | 1,703 | $240.0K | 0.00% | +1,703 | New |
| Diligent Investors, LLC | 1,700 | $239.0K | 0.08% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,672 | $235.0K | 0.17% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,663 | $234.0K | 0.18% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,657 | $233.0K | 0.03% | +1,657 | New |
| Brandywine Oak Private Wealth LLC | 1,663 | $233.0K | 0.03% | +1,663 | New |
| Wealth Management Associates, Inc. | 1,653 | $232.5K | 0.13% | +1,653 | New |
| NBT Bank N A | 1,649 | $232.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,646 | $232.0K | 0.02% | +1,646 | New |
| Penserra Capital Management LLC | 1,649 | $231.0K | 0.00% | +369+28.8% | Added |
| Independent Advisor Alliance | 1,619 | $228.0K | 0.01% | +1,619 | New |
| Engine No. 1 LLC | 1,619 | $228.0K | 0.06% | +1,619 | New |
| SkyView Investment Advisors, LLC | 1,862 | $226.0K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,600 | $225.0K | 0.12% | −500−23.8% | Reduced |
| Comerica Securities,inc. | 1,598 | $225.0K | 0.02% | +1,598 | New |
| Carret Asset Management, LLC | 1,600 | $225.0K | 0.03% | +1,600 | New |
| BOK Financial Private Wealth, Inc. | 1,602 | $225.0K | 0.02% | +1,602 | New |
| Sigma Planning Corp | 1,593 | $224.0K | 0.01% | −283−15.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,582 | $223.0K | 0.02% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $222.0K | 0.05% | +1,580 | New |
| Palisades Hudson Asset Management, L.P. | 1,579 | $222.0K | 0.10% | +1,579 | New |
| Manchester Capital Management LLC | 1,568 | $221.0K | 0.03% | +66+4.4% | Added |
| Clark Capital Management Group, Inc. | 1,569 | $221.0K | 0.00% | +1,569 | New |
| New England Professional Planning Group Inc. | 1,449 | $220.0K | 0.13% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,567 | $220.0K | 0.00% | +1,567 | New |
| Bailard, Inc. | 1,555 | $219.0K | 0.01% | +1,555 | New |
| Northeast Financial Consultants Inc | 1,555 | $219.0K | 0.01% | +1,555 | New |
| Arvest Bank Trust Division | 1,557 | $219.0K | 0.01% | +1,557 | New |
| Pointe Capital Management LLC | 1,559 | $219.0K | 0.15% | +1,559 | New |
| Cedar Brook Financial Partners, LLC | 1,560 | $219.0K | 0.06% | +1,560 | New |
| Stratos Wealth Partners, LTD. | 1,551 | $218.0K | 0.01% | +1,551 | New |
| Rockbridge Investment Management, LCC | 1,539 | $217.0K | 0.04% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,528 | $215.0K | 0.04% | +1,528 | New |
| Columbia Trust Co 01012016 | 1,519 | $214.0K | 0.12% | +1,519 | New |
| Heron Financial Group, LLC | 1,519 | $214.0K | 0.12% | +1,519 | New |
| Patron Partners Advisors, LLC | 1,502 | $211.0K | 0.16% | −433−22.4% | Reduced |
| Aaron Wealth Advisors | 1,495 | $210.0K | 0.07% | +1,495 | New |
| Banco Santander, S.A. | 1,458 | $205.0K | 0.00% | +1,458 | New |
| Sunflower Bank, N.A. | 1,428 | $201.0K | 0.03% | +1,428 | New |
| Busey Wealth Management | 1,425 | $200.0K | 0.01% | +1,425 | New |
| Mirova | 1,410 | $198.0K | 0.02% | −226−13.8% | Reduced |
| Heritage Wealth Management, LLC | 1,359 | $191.0K | 0.07% | −55−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,349 | $190.0K | 0.01% | +71+5.6% | Added |
| Spire Wealth Management | 1,342 | $189.0K | 0.01% | −511−27.6% | Reduced |
| Harbour Investments, Inc. | 1,340 | $189.0K | 0.01% | +215+19.1% | Added |
| Massmutual Trust Co FSB | 1,172 | $165.0K | 0.01% | −4−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,134 | $160.0K | 0.02% | +55+5.1% | Added |
| Private Capital Group, LLC | 1,120 | $158.0K | 0.04% | −18−1.6% | Reduced |
| Ellevest, Inc. | 1,118 | $157.0K | 0.02% | +499+80.6% | Added |
| Garde Capital, Inc. | 1,070 | $151.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,053 | $150.0K | 0.00% | −944−47.3% | Reduced |
| Covington Capital Management | 1,067 | $150.0K | 0.01% | +100+10.3% | Added |
| American State Bank (Iowa) | 1,035 | $145.6K | 0.11% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,002 | $141.0K | 0.00% | +264+35.8% | Added |
| Dougherty Wealth Advisers LLC | 986 | $139.0K | 0.21% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 974 | $137.0K | 0.03% | +1+0.1% | Added |
| BerganKDV Wealth Management, LLC | 947 | $133.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 937 | $132.0K | 0.04% | +36+4.0% | Added |
| Bedel Financial Consulting, Inc. | 933 | $131.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 914 | $130.0K | 0.01% | −393−30.1% | Reduced |
| Concord Wealth Partners | 925 | $130.0K | 0.04% | −120−11.5% | Reduced |
| American Research & Management Co. | 916 | $129.0K | 0.03% | +916 | New |
| Kelly Lawrence W & Associates Inc | 900 | $127.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 900 | $126.0K | 0.01% | −544−37.7% | Reduced |
| Magellan Asset Management Ltd | 883 | $124.0K | 0.00% | +183+26.1% | Added |
| MUFG Americas Holdings Corp | 868 | $122.0K | 0.00% | −47−5.1% | Reduced |
| Central Trust Co | 847 | $119.0K | 0.00% | +148+21.2% | Added |
| Webster Bank, N. A. | 797 | $112.0K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 797 | $112.0K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 765 | $108.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 749 | $105.0K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 726 | $102.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 710 | $100.0K | 0.00% | −152−17.6% | Reduced |
| TSFG, LLC | 689 | $97.0K | 0.04% | +3+0.4% | Added |
| Eukles Asset Management | 681 | $96.0K | 0.05% | +681 | New |
| Prestige Wealth Management Group LLC | 645 | $91.0K | 0.02% | +461+250.5% | Added |
| Key Financial Inc | 613 | $90.0K | 0.05% | +594+3,126.3% | Added |
| Eagle Bay Advisors LLC | 590 | $85.0K | 0.07% | +590 | New |
| Altshuler Shaham Ltd | 581 | $82.0K | 0.00% | +581 | New |
| Security National Trust Co | 545 | $77.0K | 0.02% | −135−19.9% | Reduced |
| Parkside Financial Bank & Trust | 537 | $76.0K | 0.02% | +21+4.1% | Added |
| First Manhattan Co | 534 | $75.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 525 | $74.0K | 0.01% | 00.0% | Unchanged |
| tru Independence LLC | 522 | $73.0K | 0.02% | −1,387−72.7% | Reduced |
| Perkins Coie Trust Co | 513 | $72.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 509 | $72.0K | 0.02% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 504 | $71.0K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 503 | $71.0K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 500 | $70.0K | 0.01% | 00.0% | Unchanged |