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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 358 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 362 | $55.0K | 0.00% | +159+78.3% | Added |
| Koshinski Asset Management, Inc. | 366 | $55.4K | 0.00% | +366 | New |
| Versant Capital Management, Inc | 378 | $57.0K | 0.02% | −19−4.8% | Reduced |
| Kozak & Associates, Inc. | 349 | $58.0K | 0.03% | +349 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 408 | $61.0K | 0.01% | +2+0.5% | Added |
| Gemmer Asset Management LLC | 406 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 406 | $61.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $61.0K | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 424 | $64.0K | 0.01% | +1+0.2% | Added |
| Glen Eagle Advisors, LLC | 425 | $64.4K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 430 | $65.0K | 0.00% | −9−2.1% | Reduced |
| Evolution Wealth Advisors, LLC | 428 | $65.0K | 0.01% | +167+64.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 437 | $66.0K | 0.03% | +1+0.2% | Added |
| Islay Capital Management, LLC | 450 | $68.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 453 | $69.0K | 0.01% | −56−11.0% | Reduced |
| First Horizon Advisors, Inc. | 464 | $69.0K | 0.00% | +388+510.5% | Added |
| Concord Wealth Partners | 481 | $73.0K | 0.03% | −444−48.0% | Reduced |
| Lindbrook Capital, LLC | 480 | $73.0K | 0.02% | +18+3.9% | Added |
| Fred Alger Management, LLC | 490 | $74.0K | 0.00% | +321+189.9% | Added |
| Solstein Capital, LLC | 503 | $76.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $76.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 503 | $76.0K | 0.01% | +324+181.0% | Added |
| Security National Trust Co | 545 | $77.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 510 | $77.0K | 0.05% | +345+209.1% | Added |
| Altshuler Shaham Ltd | 514 | $78.0K | 0.00% | −67−11.5% | Reduced |
| Perkins Coie Trust Co | 513 | $78.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 521 | $79.0K | 0.01% | +21+4.2% | Added |
| First Manhattan Co | 534 | $80.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 734 | $84.0K | 0.00% | −268−26.7% | Reduced |
| Advanced Research Investment Solutions, LLC | 602 | $91.2K | 0.05% | +602 | New |
| Bogart Wealth, LLC | 626 | $95.0K | 0.01% | +101+19.2% | Added |
| Tompkins Financial Corp | 649 | $98.0K | 0.02% | +649 | New |
| TSFG, LLC | 689 | $104.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 687 | $104.0K | 0.03% | +150+27.9% | Added |
| Jones Financial Companies LLLP | 710 | $108.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 749 | $113.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 765 | $116.0K | 0.02% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 761 | $117.0K | 0.05% | +292+62.3% | Added |
| Consolidated Planning Corp | 777 | $118.0K | 0.08% | +777 | New |
| Prestige Wealth Management Group LLC | 795 | $121.0K | 0.03% | +150+23.3% | Added |
| Webster Bank, N. A. | 811 | $123.0K | 0.01% | +14+1.8% | Added |
| Kelly Financial Services LLC | 815 | $123.4K | 0.07% | −113,839−99.3% | Reduced |
| Central Trust Co | 847 | $128.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 900 | $136.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 908 | $137.0K | 0.01% | +8+0.9% | Added |
| American Research & Management Co. | 916 | $139.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 914 | $140.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 933 | $141.0K | 0.04% | −4−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 933 | $141.0K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 947 | $143.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 976 | $148.0K | 0.03% | +2+0.2% | Added |
| Dougherty Wealth Advisers LLC | 986 | $149.0K | 0.22% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,035 | $156.7K | 0.12% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,070 | $162.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,070 | $162.0K | 0.01% | +3+0.3% | Added |
| IFP Advisors, Inc | 1,070 | $162.0K | 0.00% | +17+1.6% | Added |
| Massmutual Trust Co FSB | 1,109 | $168.0K | 0.01% | −63−5.4% | Reduced |
| Private Capital Group, LLC | 1,120 | $170.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,118 | $170.0K | 0.10% | +528+89.5% | Added |
| Harbor Investment Advisory, LLC | 1,134 | $172.0K | 0.02% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $177.0K | 0.06% | +1,168 | New |
| Agf Investments Inc. | 1,200 | $182.0K | 0.00% | −24,937−95.4% | Reduced |
| Magellan Asset Management Ltd | 1,224 | $185.0K | 0.00% | +341+38.6% | Added |
| Farmers & Merchants Investments Inc | 1,283 | $194.0K | 0.01% | −66−4.9% | Reduced |
| Arvest Bank Trust Division | 1,341 | $203.0K | 0.01% | −216−13.9% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $204.0K | 0.01% | +1,350 | New |
| Court Place Advisors, LLC | 1,350 | $204.0K | 0.06% | +1,350 | New |
| Sage Mountain Advisors LLC | 1,348 | $204.0K | 0.03% | +1,348 | New |
| Essex Financial Services, Inc. | 1,357 | $205.0K | 0.02% | −448−24.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,351 | $205.0K | 0.01% | +1,351 | New |
| Machina Capital S.A.S. | 1,357 | $205.0K | 0.44% | +1,357 | New |
| Balentine LLC | 1,360 | $206.0K | 0.01% | +1,360 | New |
| WestHill Financial Advisors, Inc. | 1,361 | $206.0K | 0.06% | +1,361 | New |
| Klingenstein Fields & Co LP | 1,370 | $207.0K | 0.01% | +1,370 | New |
| Spire Wealth Management | 1,378 | $209.0K | 0.01% | +36+2.7% | Added |
| MUFG Americas Holdings Corp | 1,390 | $210.0K | 0.00% | +522+60.1% | Added |
| Dempze Nancy E | 1,390 | $210.0K | 0.16% | +1,390 | New |
| Optas, LLC | 1,389 | $210.0K | 0.06% | +1,389 | New |
| Childress Capital Advisors, LLC | 1,388 | $210.0K | 0.09% | +1,388 | New |
| Joel Isaacson & Co., LLC | 1,401 | $212.0K | 0.02% | +1,401 | New |
| Cedar Brook Financial Partners, LLC | 1,412 | $214.0K | 0.06% | −148−9.5% | Reduced |
| Middleton & Co Inc | 1,410 | $214.0K | 0.02% | +1,410 | New |
| Perigon Wealth Management, LLC | 1,417 | $215.0K | 0.02% | +1,417 | New |
| Trust Co of Virginia | 1,432 | $217.0K | 0.02% | +1,432 | New |
| Warren Averett Asset Management, LLC | 1,335 | $220.0K | 0.02% | +1,335 | New |
| Voya Financial Advisors, Inc. | 1,429 | $221.0K | 0.03% | −301−17.4% | Reduced |
| Patron Partners Advisors, LLC | 1,482 | $224.0K | 0.16% | −20−1.3% | Reduced |
| Highland Private Wealth Management | 1,489 | $225.0K | 0.03% | +1,489 | New |
| Dakota Wealth Management | 1,491 | $226.0K | 0.03% | +1,491 | New |
| Strategic Wealth Partners, Ltd. | 1,499 | $227.0K | 0.07% | +1,499 | New |
| Columbia Trust Co 01012016 | 1,513 | $229.0K | 0.12% | −6−0.4% | Reduced |
| Heritage Wealth Management, LLC | 1,509 | $229.0K | 0.08% | +150+11.0% | Added |
| Center For Asset Management LLC | 1,515 | $229.0K | 0.19% | +1,515 | New |
| Brandywine Oak Private Wealth LLC | 1,519 | $230.0K | 0.03% | −144−8.7% | Reduced |
| Heron Financial Group, LLC | 1,519 | $230.0K | 0.13% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,518 | $230.0K | 0.02% | +1,518 | New |
| Rockbridge Investment Management, LCC | 1,539 | $233.0K | 0.04% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,548 | $234.0K | 0.04% | +20+1.3% | Added |
| Mirova | 1,547 | $234.0K | 0.03% | +137+9.7% | Added |