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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.

Q3 2021 vs. Q2 2021

How the institutions holding Marsh & McLennan Companies, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of MRSH: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,007141,078+85
Shares452.6M1.06M449.3M−2.20M (−0.5%)
Value$63.6B$148.8M$68.0B+$4.55B (+7.2%)

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (135)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 135 by value.

Institutions new to MRSH in Q3 2021
InstitutionSharesValue% of portfolio
Capital Group Private Client Services, Inc.968,231$146.6M1.70%
Marathon Asset Mgmt Ltd462,153$70.0M0.85%
Pictet Asset Management SA360,715$54.6M0.06%
Montrusco Bolton Investments Inc.331,971$49.4M1.35%
Badgley Phelps Wealth Managers, LLC126,888$19.2M0.70%
Voloridge Investment Management, LLC90,654$13.7M0.09%
Qube Research & Technologies Ltd71,148$10.8M0.14%
Tudor Investment Corp Et Al66,516$10.1M0.21%
Duality Advisers, LP51,040$7.73M0.59%
Washington Trust Bank48,604$7.36M0.86%
Gluskin Sheff & Assoc Inc45,179$6.84M0.29%
Susquehanna Fundamental Investments, LLC44,518$6.74M0.12%
Quantbot Technologies LP44,241$6.70M0.49%
Kiwi Wealth Investments Limited Partnership40,400$6.12M0.31%
Aigen Investment Management, LP38,336$5.80M1.11%
Twinbeech Capital LP30,742$4.66M0.33%
WBI Investments30,457$4.49M0.75%
Blueshift Asset Management, LLC29,420$4.46M0.25%
Beacon Harbor Wealth Advisors, Inc.28,911$4.38M1.55%
Mitsubishi UFJ Asset Management (UK) Ltd.22,000$3.33M1.41%
ExodusPoint Capital Management, LP19,533$2.96M0.04%
Bokf, NA19,139$2.90M0.05%
Trexquant Investment LP18,859$2.86M0.23%
Essex LLC18,178$2.75M0.76%
Point72 Hong Kong Ltd15,706$2.38M0.18%
Marshall Wace North America L.P.15,218$2.31M0.01%
Sciencast Management LP14,645$2.29M0.65%
Financial Engines Advisors L.L.C.14,730$2.23M0.01%
Y-Intercept (Hong Kong) Ltd13,476$2.04M0.37%
Bayesian Capital Management, LP12,100$1.83M0.53%
Tealwood Asset Management Inc11,652$1.76M0.71%
Pearl River Capital, LLC10,923$1.65M0.45%
Dynamic Technology Lab Private Ltd10,787$1.63M0.20%
Wealthspire Advisors, LLC10,546$1.60M0.03%
Jump Financial, LLC10,114$1.53M0.11%
Farmers & Merchants Trust Co of Long Beach8,967$1.36M0.36%
XTX Topco Ltd7,144$1.08M0.36%
US Asset Management LLC6,628$1.00M0.97%
Moloney Securities Asset Management, LLC6,061$918.0K0.17%
Exane Derivatives5,700$863.1K0.22%
Heartland Bank & Trust Co5,570$843.0K0.73%
Echo Street Capital Management LLC5,234$793.0K0.01%
Diversified Trust Co5,228$792.0K0.03%
McElhenny Sheffield Capital Management, LLC4,999$757.0K0.34%
Liontrust Investment Partners LLP4,200$636.0K0.01%
Capula Management Ltd4,091$617.0K0.05%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,950$598.0K0.03%
McAdam, LLC3,912$592.0K0.07%
Algert Global LLC3,741$566.0K0.08%
Hantz Financial Services, Inc.3,689$559.0K0.02%
Two Sigma Advisers, LP3,500$530.0K0.00%
AXS Investments LLC3,372$511.0K0.19%
Fox Run Management, L.L.C.3,340$506.0K0.32%
Leavell Investment Management, Inc.3,150$477.0K0.04%
Israel Discount Bank of New York3,028$458.0K0.31%
NuWave Investment Management, LLC2,977$451.0K0.52%
Quantamental Technologies LLC2,973$450.0K0.30%
Cahaba Wealth Management, Inc.2,847$431.0K0.06%
Neo Ivy Capital Management3,817$410.0K0.47%
Toews Corp2,700$409.0K0.05%
Krane Funds Advisors LLC2,653$402.0K0.01%
Twin Focus Capital Partners, LLC2,643$400.0K0.09%
EagleClaw Capital Managment, LLC2,607$395.0K0.10%
Seven Eight Capital, LP2,594$393.0K0.04%
Virtu Financial LLC2,529$383.0K0.03%
Gsa Capital Partners LLP2,397$363.0K0.04%
Bridgefront Capital, LLC2,343$355.0K0.37%
BSW Wealth Partners2,102$318.0K0.09%
Teza Capital Management LLC2,097$318.0K0.15%
Driehaus Capital Management LLC2,080$315.0K0.00%
Chilton Investment Co LLC2,008$304.0K0.01%
Valeo Financial Advisors, LLC1,911$289.0K0.02%
Palladium Partners LLC1,891$286.0K0.01%
Inscription Capital, LLC1,885$285.0K0.09%
Integrated Wealth Concepts LLC1,751$265.0K0.01%
Two Sigma Securities, LLC1,648$250.0K0.05%
QVR LLC1,601$242.0K0.49%
Gateway Advisory, LLC1,572$238.0K0.05%
Lion Street Advisors, LLC1,572$238.0K0.13%
Great Valley Advisor Group, Inc.1,518$230.0K0.02%
Center For Asset Management LLC1,515$229.0K0.19%
Strategic Wealth Partners, Ltd.1,499$227.0K0.07%
Dakota Wealth Management1,491$226.0K0.03%
Highland Private Wealth Management1,489$225.0K0.03%
Warren Averett Asset Management, LLC1,335$220.0K0.02%
Trust Co of Virginia1,432$217.0K0.02%
Perigon Wealth Management, LLC1,417$215.0K0.02%
Middleton & Co Inc1,410$214.0K0.02%
Joel Isaacson & Co., LLC1,401$212.0K0.02%
Dempze Nancy E1,390$210.0K0.16%
Optas, LLC1,389$210.0K0.06%
Childress Capital Advisors, LLC1,388$210.0K0.09%
Klingenstein Fields & Co LP1,370$207.0K0.01%
Balentine LLC1,360$206.0K0.01%
WestHill Financial Advisors, Inc.1,361$206.0K0.06%
Douglass Winthrop Advisors, LLC1,351$205.0K0.01%
Machina Capital S.A.S.1,357$205.0K0.44%
Rice Hall James & Associates, LLC1,350$204.0K0.01%
Court Place Advisors, LLC1,350$204.0K0.06%
Sage Mountain Advisors LLC1,348$204.0K0.03%

Sold out (50)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of MRSH in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Capital Bank & Trust Co892,380$125.5M
MSD Partners, L.P.240,499$33.8M
Balyasny Asset Management LLC130,652$18.4M
Philadelphia Financial Management of San Francisco, LLC87,637$12.3M
Gillson Capital LP83,240$11.7M
Ergoteles LLC79,300$11.2M
Crestline Management, LP45,000$6.33M
Holocene Advisors, LP44,365$6.24M
Occudo Quantitative Strategies LP23,542$3.31M
Full18 Capital LLC21,159$2.98M
Walleye Capital LLC15,473$2.18M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH14,030$1.97M
Zurich Insurance Group Ltd12,600$1.77M
BP PLC11,481$1.61M
Sowell Financial Services LLC10,217$1.44M
Cutler Group LP8,498$1.20M
Wintrust Investments LLC7,762$1.09M
NatWest Group plc6,440$906.0K
Tuttle Tactical Management6,419$903.0K
Nomura Holdings Inc5,337$730.0K
Winton Group Ltd4,057$571.0K
Lake Street Advisors Group, LLC3,127$472.0K
Walleye Trading LLC3,071$432.0K
Aureus Asset Management, LLC2,880$405.0K
Redwood Investment Management, LLC2,599$366.0K
Pendal Group Limited2,404$338.0K
IHT Wealth Management, LLC2,242$315.0K
Lombard Odier Asset Management (Switzerland) SA2,187$308.0K
Caxton Associates LP1,850$260.0K
Northside Capital Management, LLC1,787$251.0K
Marathon Capital Management1,745$245.0K
DRW Securities, LLC1,657$233.0K
Sunflower Bank, N.A.1,428$201.0K
Busey Wealth Management1,425$200.0K
Perennial Advisors, LLC797$112.0K
Eukles Asset Management681$96.0K
tru Independence LLC522$73.0K
CVA Family Office, LLC460$65.0K
Strategic Blueprint, LLC418$59.0K
Enterprise Financial Services Corp359$51.0K
Savior LLC198$28.0K
Pin Oak Investment Advisors Inc195$27.0K
Financial Insights, Inc.174$24.5K
Parisi Gray Wealth Management55$8.00K
Ford Financial Group, LLC40$5.00K
Trust Co of Vermont20$3.00K
Standard Family Office LLC21$3.00K
PEAK6 Investments LLC4$1.00K
Wolff Wiese Magana LLC10$1.00K
Harel Insurance Investments & Financial Services Ltd.1,129–

Not filed for Q3 2021 yet (14)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MRSH in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Marathon Asset Management LLP475,713$66.9M
Pictet Asset Management Ltd383,039$53.9M
Badgley Phelps & Bell Inc123,560$17.4M
Running Oak Capital LLC41,075$5.78M
CWM, LLC9,690$1.36M
QS Investors, LLC7,942$1.12M
Elmwood Wealth Management, Inc.6,653$936.0K
PNC Managed Account Solutions, Inc.5,265$741.0K
Western Wealth Management, LLC3,435$487.0K
San Francisco Sentry Investment Group (Ca)504$71.0K
First Horizon Corp429$60.0K
Castleview Partners, LLC317$45.0K
FormulaFolio Investments, LLC80$11.0K
Smith Asset Management Group LP54$8.00K