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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 779,432 | $120.7M | 0.16% | +48,549+6.6% | Added |
| Royal Bank of Canada | 800,135 | $121.2M | 0.03% | +6,846+0.9% | Added |
| BNP Paribas Arbitrage, SA | 860,100 | $130.2M | 0.31% | +536,411+165.7% | Added |
| Principal Financial Group Inc | 863,212 | $130.7M | 0.09% | +44,695+5.5% | Added |
| Intermede Investment Partners Ltd | 865,626 | $131.1M | 3.02% | −144,573−14.3% | Reduced |
| Rhumbline Advisers | 881,811 | $133.5M | 0.18% | −42,852−4.6% | Reduced |
| Truist Financial Corp | 882,152 | $133.6M | 0.22% | −62,747−6.6% | Reduced |
| California State Teachers Retirement System | 886,420 | $134.2M | 0.17% | −13,540−1.5% | Reduced |
| DekaBank Deutsche Girozentrale | 871,779 | $135.4M | 0.38% | −8,631−1.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 905,532 | $137.1M | 4.64% | +21,492+2.4% | Added |
| APG Asset Management N.V. | 1,079,146 | $141.0M | 0.25% | +5,900+0.5% | Added |
| Waverton Investment Management Ltd | 932,279 | $141.2M | 5.57% | +3,846+0.4% | Added |
| Capital Group Private Client Services, Inc. | 968,231 | $146.6M | 1.70% | +968,231 | New |
| Alliancebernstein L.P. | 969,503 | $146.8M | 0.06% | +4,021+0.4% | Added |
| Aviva PLC | 980,781 | $148.5M | 0.66% | −9,088−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,009,408 | $152.9M | 0.13% | +1,696+0.2% | Added |
| Tesco Pension Investment Ltd | 1,031,795 | $156.2M | 2.87% | −58,177−5.3% | Reduced |
| New York State Common Retirement Fund | 1,066,396 | $161.5M | 0.17% | −48,246−4.3% | Reduced |
| Bank of Montreal | 1,070,565 | $165.9M | 0.08% | +317,393+42.1% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,156,185 | $175.1M | 0.48% | −901,276−43.8% | Reduced |
| Jensen Investment Management Inc | 1,196,760 | $181.2M | 1.44% | +11,595+1.0% | Added |
| Polar Capital Holdings Plc | 1,200,500 | $181.8M | 1.00% | −161,788−11.9% | Reduced |
| Atlanta Capital Management Co L L C | 1,282,856 | $194.3M | 0.69% | +7,658+0.6% | Added |
| Credit Suisse AG | 1,378,989 | $208.8M | 0.17% | +1870.0% | Added |
| Coho Partners, Ltd. | 1,411,313 | $213.7M | 3.47% | −449,631−24.2% | Reduced |
| Dimensional Fund Advisors LP | 1,597,460 | $241.9M | 0.08% | −47,573−2.9% | Reduced |
| Barclays PLC | 1,600,342 | $242.3M | 0.17% | +316,179+24.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,682,246 | $254.7M | 0.16% | +40,078+2.4% | Added |
| First Trust Advisors LP | 1,702,269 | $257.8M | 0.28% | −129,529−7.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,777,007 | $269.1M | 0.57% | −1,089,648−38.0% | Reduced |
| Findlay Park Partners LLP | 1,837,573 | $278.3M | 1.92% | −271,627−12.9% | Reduced |
| Diamond Hill Capital Management Inc | 1,931,588 | $292.5M | 1.11% | −313,298−14.0% | Reduced |
| Invesco Ltd. | 1,944,596 | $294.5M | 0.07% | −122,996−5.9% | Reduced |
| Bahl & Gaynor Inc | 1,991,588 | $301.6M | 1.85% | −5,040−0.3% | Reduced |
| Swiss National Bank | 2,010,813 | $304.5M | 0.19% | −61,400−3.0% | Reduced |
| Stifel Financial Corp | 2,014,656 | $305.1M | 0.45% | +9,733+0.5% | Added |
| Morgan Stanley | 2,067,254 | $313.0M | 0.04% | +41,684+2.1% | Added |
| Ninety One UK Ltd | 2,085,330 | $315.8M | 0.81% | +1,004,903+93.0% | Added |
| Norges Bank | 2,085,972 | $315.9M | 0.07% | −810,334−28.0% | Reduced |
| Amundi | 2,103,560 | $318.5M | 0.22% | −294,554−12.3% | Reduced |
| Parametric Portfolio Associates LLC | 2,107,384 | $319.1M | 0.18% | +51,892+2.5% | Added |
| Charles Schwab Investment Management Inc | 2,290,219 | $346.8M | 0.11% | +15,656+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 2,409,788 | $364.9M | 0.81% | +1,609,414+201.1% | Added |
| Arrowstreet Capital, Limited Partnership | 2,560,295 | $387.7M | 0.49% | +541,700+26.8% | Added |
| Nippon Life Insurance Co | 2,622,700 | $397.2M | 21.65% | 00.0% | Unchanged |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 2,741,755 | $415.2M | 0.14% | −1,454,937−34.7% | Reduced |
| Wells Fargo & Company | 3,071,207 | $465.1M | 0.11% | +1,195,332+63.7% | Added |
| UBS Group AG | 3,169,615 | $480.0M | 0.20% | −269,790−7.8% | Reduced |
| Canada Pension Plan Investment Board | 3,183,243 | $482.0M | 0.55% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,196,575 | $484.1M | 0.23% | +28,116+0.9% | Added |
| Lazard Asset Management LLC | 3,641,672 | $551.5M | 0.62% | −12,309−0.3% | Reduced |
| Legal & General Group Plc | 3,651,888 | $553.0M | 0.18% | +142,418+4.1% | Added |
| American Century Companies Inc | 3,759,861 | $569.4M | 0.39% | −411,505−9.9% | Reduced |
| Bank of New York Mellon Corp | 3,845,642 | $582.3M | 0.11% | −81,427−2.1% | Reduced |
| California Public Employees Retirement System | 3,926,424 | $594.6M | 0.44% | +33,897+0.9% | Added |
| Longview Partners (Guernsey) LTD | 4,765,627 | $721.7M | 4.55% | +2,706,929+131.5% | Added |
| Artisan Partners Limited Partnership | 5,150,180 | $779.9M | 0.95% | −13,649−0.3% | Reduced |
| JPMorgan Chase & Co | 5,410,172 | $819.3M | 0.11% | −1,132,824−17.3% | Reduced |
| Nuveen Asset Management, LLC | 5,785,927 | $876.2M | 0.27% | +38,126+0.7% | Added |
| Goldman Sachs Group Inc | 5,809,612 | $879.8M | 0.23% | +2,041,741+54.2% | Added |
| Primecap Management Co | 6,132,546 | $928.7M | 0.66% | −214,289−3.4% | Reduced |
| Northern Trust Corp | 6,176,707 | $935.3M | 0.17% | −163,238−2.6% | Reduced |
| UBS Asset Management Americas Inc | 6,884,369 | $1.04B | 0.43% | +1,054,561+18.1% | Added |
| Ameriprise Financial Inc | 6,905,744 | $1.05B | 0.33% | −105,705−1.5% | Reduced |
| Mawer Investment Management Ltd. | 7,137,279 | $1.08B | 5.18% | +642,308+9.9% | Added |
| Bank of America Corp | 7,589,893 | $1.15B | 0.13% | +330,856+4.6% | Added |
| Geode Capital Management, LLC | 8,236,488 | $1.24B | 0.17% | −634,520−7.2% | Reduced |
| FMR LLC | 12,002,650 | $1.82B | 0.14% | +2,029,482+20.3% | Added |
| Massachusetts Financial Services Co | 15,019,932 | $2.27B | 0.67% | −741,136−4.7% | Reduced |
| Capital World Investors | 17,268,206 | $2.62B | 0.45% | +855,424+5.2% | Added |
| Wellington Management Group LLP | 18,341,780 | $2.78B | 0.47% | −752,374−3.9% | Reduced |
| Capital International Investors | 20,610,335 | $3.12B | 0.71% | −1,350,166−6.1% | Reduced |
| State Street Corp | 23,151,544 | $3.51B | 0.19% | −109,309−0.5% | Reduced |
| Price T Rowe Associates Inc | 27,976,266 | $4.24B | 0.40% | −6,548,710−19.0% | Reduced |
| BlackRock Inc. | 40,150,367 | $6.08B | 0.17% | +517,226+1.3% | Added |
| Vanguard Group Inc | 41,987,790 | $6.36B | 0.16% | +96,260+0.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3 | – | – | +3 | New |
| Sofos Investments, Inc. | 9 | – | – | 00.0% | Unchanged |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −892,380−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −240,499−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −130,652−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −87,637−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −83,240−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −79,300−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −44,365−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,542−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −21,159−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,473−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −14,030−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −11,481−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,217−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −8,498−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −7,762−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −6,440−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −6,419−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,337−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −3,127−100.0% | Sold out |