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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.

13F holders, Q3 2021

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 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
1,078
+85 vs. Q2 2021
Shares held
449.3M
−2.20M (−0.5%) vs. Q2 2021
Total value
$68.0B
+$4.55B (+7.2%) vs. Q2 2021
New holders
135
388 more added
Sold out
50
349 more reduced

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,078 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ3 2021: $68.0B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2021.

Institutions holding MRSH in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bellwether Advisors, LLC1$00.00%00.0%Unchanged
WestEnd Advisors, LLC–$9080.00%––
Lenox Wealth Advisors, LLC4$1.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC8$1.00K0.00%+8New
Advocacy Wealth Management Services, LLC12$2.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.11$2.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC10$2.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC14$2.00K0.00%+14New
Cordant, Inc.10$2.00K0.00%+10New
McCarthy Grittinger Financial Group, LLC16$2.42K0.00%+16New
Key Financial Inc19$3.00K0.00%−594−96.9%Reduced
Longfellow Investment Management Co LLC17$3.00K0.00%00.0%Unchanged
TFC Financial Management20$3.00K0.00%00.0%Unchanged
First Command Bank20$3.00K0.00%+20New
First Command Financial Services, Inc.20$3.00K0.00%+20New
True Link Financial Advisors, LLC28$4.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC24$4.00K0.00%+24New
Cranbrook Wealth Management, LLC25$4.00K0.00%+25New
USA Financial Portformulas Corp33$5.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp30$5.00K0.00%+30New
Cahill Financial Advisors Inc36$5.00K0.00%+36New
Optiver Holding B.V.35$5.00K0.00%+35New
Atwood & Palmer Inc39$6.00K0.00%−36−48.0%Reduced
Focused Wealth Management, Inc37$6.00K0.00%00.0%Unchanged
MCF Advisors LLC40$6.00K0.00%+40New
Red Tortoise LLC43$6.00K0.00%+43New
Aua Capital Management, LLC47$7.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC46$7.00K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$8.00K0.00%––
Better Money Decisions, LLC53$8.00K0.01%00.0%Unchanged
Mascoma Wealth Management LLC50$8.00K0.00%+50New
Salem Investment Counselors Inc60$9.00K0.00%00.0%Unchanged
Clean Yield Group60$9.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC57$9.00K0.00%+57New
Smith Group Asset Management, LLC58$9.00K0.00%+58New
Thomas J. Herzfeld Advisors, Inc.68$10.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.65$10.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.65$10.0K0.00%+65New
Raffa Wealth Management, LLC67$10.1K0.00%+28+71.8%Added
Arcadia Investment Management Corp74$11.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$11.0K0.01%00.0%Unchanged
Gleason Group, Inc.72$11.0K0.00%00.0%Unchanged
Liberty Wealth Management LLC72$11.0K0.00%+14+24.1%Added
Loomis Sayles & Co L P89$13.0K0.00%+89New
Kowal Investment Group, LLC83$13.0K0.00%+83New
Nicholas Company, Inc.100$15.0K0.00%00.0%Unchanged
JNBA Financial Advisors100$15.0K0.00%00.0%Unchanged
Capital Analysts, LLC101$15.0K0.00%+1+1.0%Added
Stuart Chaussee & Associates, Inc.97$15.0K0.02%00.0%Unchanged
DB Wealth Management Group, LLC96$15.0K0.01%00.0%Unchanged
Field & Main Bank100$15.0K0.01%+100New
Exchange Traded Concepts, LLC108$16.0K0.00%−10−8.5%Reduced
First Financial Corp103$16.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC106$16.0K0.00%+106New
M&R Capital Management Inc114$17.0K0.00%00.0%Unchanged
JJJ Advisors Inc.109$17.0K0.01%+14+14.7%Added
Oakworth Capital, Inc.118$18.0K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.121$18.3K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC134$20.0K0.00%00.0%Unchanged
MV Capital Management, Inc.138$21.0K0.00%+58+72.5%Added
Asset Dedication, LLC145$22.0K0.00%+83+133.9%Added
Herold Advisors, Inc.150$22.0K0.01%+150New
Resolute Partners Group149$23.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors166$25.0K0.00%−28−14.4%Reduced
Hanson & Doremus Investment Management163$25.0K0.01%00.0%Unchanged
Canton Hathaway, LLC164$25.0K0.01%+164New
TCI Wealth Advisors, Inc.172$26.0K0.00%+27+18.6%Added
NewSquare Capital LLC177$27.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC175$27.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC179$27.0K0.00%+179New
Towarzystwo Funduszy Inwestycyjnych Pzu SA180$27.3K0.03%−190−51.4%Reduced
Atlas Capital Advisors LLC185$28.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton191$29.0K0.01%+83+76.9%Added
First Bank & Trust201$30.0K0.01%−140−41.1%Reduced
Sageworth Trust Co208$31.0K0.00%−2,485−92.3%Reduced
Investors Research Corp207$31.0K0.01%−21−9.2%Reduced
Sonora Investment Management, LLC205$31.0K0.00%+53+34.9%Added
Green Harvest Asset Management LLC726$32.0K0.01%00.0%Unchanged
Earnest Partners LLC220$33.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd228$34.0K0.01%+228New
Piscataqua Savings Bank229$35.0K0.03%00.0%Unchanged
Newbridge Financial Services Group, Inc.238$36.0K0.02%+5+2.1%Added
Bell Investment Advisors, Inc239$36.0K0.01%+239New
Trustcore Financial Services, LLC245$37.0K0.00%+31+14.5%Added
Graves-Light Private Wealth Management, Inc.254$38.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC260$39.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.278$42.0K0.00%00.0%Unchanged
Country Trust Bank277$42.0K0.00%+77+38.5%Added
Evoke Wealth, LLC294$44.0K0.00%−18−5.8%Reduced
Dividend Assets Capital, LLC300$45.0K0.01%00.0%Unchanged
Addison Advisors LLC297$45.0K0.04%00.0%Unchanged
Coastal Capital Group, Inc.305$46.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC308$47.0K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.328$49.0K0.04%00.0%Unchanged
Benjamin Edwards Inc343$52.0K0.03%+343New
D'Orazio & Associates, Inc.341$52.0K0.01%+341New
Sandy Spring Bank350$53.0K0.00%−50−12.5%Reduced
Tarbox Family Office, Inc.348$53.0K0.01%00.0%Unchanged
Allworth Financial LP349$53.0K0.00%+136+63.8%Added