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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 1,550 | $235.0K | 0.02% | −254−14.1% | Reduced |
| Bailard, Inc. | 1,555 | $235.0K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 1,555 | $235.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,557 | $236.0K | 0.03% | −11−0.7% | Reduced |
| Harbour Investments, Inc. | 1,573 | $238.0K | 0.01% | +233+17.4% | Added |
| Gateway Advisory, LLC | 1,572 | $238.0K | 0.05% | +1,572 | New |
| Lion Street Advisors, LLC | 1,572 | $238.0K | 0.13% | +1,572 | New |
| Diligent Investors, LLC | 1,700 | $239.0K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,580 | $239.0K | 0.03% | −20−1.3% | Reduced |
| YHB Investment Advisors, Inc. | 1,580 | $239.0K | 0.02% | −2−0.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,579 | $239.0K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,600 | $242.0K | 0.13% | 00.0% | Unchanged |
| Capital Management Corp | 1,597 | $242.0K | 0.05% | +17+1.1% | Added |
| New England Professional Planning Group Inc. | 1,449 | $242.0K | 0.14% | 00.0% | Unchanged |
| QVR LLC | 1,601 | $242.0K | 0.49% | +1,601 | New |
| Carolinas Wealth Consulting LLC | 1,605 | $243.0K | 0.06% | −852−34.7% | Reduced |
| Clark Capital Management Group, Inc. | 1,606 | $243.0K | 0.00% | +37+2.4% | Added |
| Bridges Investment Management Inc | 1,629 | $247.0K | 0.01% | −376−18.8% | Reduced |
| Fermata Advisors, LLC | 1,632 | $248.0K | 0.11% | −109−6.3% | Reduced |
| Sigma Planning Corp | 1,634 | $248.0K | 0.01% | +41+2.6% | Added |
| Two Sigma Securities, LLC | 1,648 | $250.0K | 0.05% | +1,648 | New |
| Wealth Management Associates, Inc. | 1,653 | $250.3K | 0.15% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,663 | $252.0K | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,663 | $252.0K | 0.01% | +112+7.2% | Added |
| Kinloch Capital, LLC | 1,672 | $253.0K | 0.18% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,691 | $256.0K | 0.03% | −416−19.7% | Reduced |
| Boston Financial Mangement LLC | 1,695 | $257.0K | 0.01% | −250−12.9% | Reduced |
| Asio Capital, LLC | 1,700 | $257.0K | 0.09% | −200−10.5% | Reduced |
| Comerica Securities,inc. | 1,697 | $257.0K | 0.02% | +99+6.2% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $261.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,734 | $263.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,751 | $265.0K | 0.01% | +1,751 | New |
| NBT Bank N A | 1,778 | $270.0K | 0.04% | +129+7.8% | Added |
| Independent Advisor Alliance | 1,788 | $271.0K | 0.02% | +169+10.4% | Added |
| Ellevest, Inc. | 1,792 | $271.0K | 0.03% | +674+60.3% | Added |
| Resources Management Corp | 1,800 | $273.0K | 0.04% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,800 | $273.0K | 0.05% | +1,547+611.5% | Added |
| Penserra Capital Management LLC | 1,830 | $277.0K | 0.01% | +181+11.0% | Added |
| Alera Investment Advisors, LLC | 1,835 | $278.0K | 0.08% | +6+0.3% | Added |
| Aaron Wealth Advisors | 1,838 | $278.0K | 0.08% | +343+22.9% | Added |
| SOA Wealth Advisors, LLC. | 1,847 | $279.0K | 0.07% | +9+0.5% | Added |
| Avantax Advisory Services, Inc. | 1,846 | $280.0K | 0.00% | +143+8.4% | Added |
| Brookstone Capital Management | 1,790 | $282.0K | 0.01% | −13−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 1,866 | $283.0K | 0.03% | −66−3.4% | Reduced |
| Samalin Investment Counsel, LLC | 1,866 | $283.0K | 0.18% | +1+0.1% | Added |
| Curated Wealth Partners LLC | 1,883 | $285.0K | 0.16% | −185−8.9% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $285.0K | 0.13% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,885 | $285.0K | 0.09% | +1,885 | New |
| Palladium Partners LLC | 1,891 | $286.0K | 0.01% | +1,891 | New |
| Parsons Capital Management Inc | 1,896 | $287.0K | 0.02% | 00.0% | Unchanged |
| Mark Stevens | 1,901 | $288.0K | 0.03% | −99−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,903 | $288.0K | 0.02% | +301+18.8% | Added |
| Valeo Financial Advisors, LLC | 1,911 | $289.0K | 0.02% | +1,911 | New |
| First Hawaiian Bank | 1,915 | $290.0K | 0.01% | −161−7.8% | Reduced |
| BBR Partners, LLC | 1,916 | $290.0K | 0.02% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $292.0K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 1,900 | $293.0K | 0.05% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,942 | $294.0K | 0.03% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $295.0K | 0.21% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,965 | $298.0K | 0.08% | +75+4.0% | Added |
| Atlas Private Wealth Management | 1,970 | $298.0K | 0.18% | +211+12.0% | Added |
| Independence Bank of Kentucky | 1,980 | $300.0K | 0.13% | −1,660−45.6% | Reduced |
| Nicolet Bankshares Inc | 1,979 | $300.0K | 0.08% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,985 | $301.0K | 0.06% | +7+0.4% | Added |
| S&CO Inc | 2,000 | $302.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 2,000 | $303.0K | 0.01% | −100−4.8% | Reduced |
| Advisory Alpha, LLC | 2,001 | $303.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $303.0K | 0.10% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,004 | $303.0K | 0.01% | +74+3.8% | Added |
| Chilton Investment Co LLC | 2,008 | $304.0K | 0.01% | +2,008 | New |
| Surevest, LLC | 2,014 | $305.0K | 0.08% | +15+0.8% | Added |
| Creative Financial Designs Inc | 2,017 | $305.0K | 0.05% | +39+2.0% | Added |
| Willow Creek Wealth Management Inc. | 2,029 | $307.0K | 0.07% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 2,042 | $309.0K | 0.04% | +9+0.4% | Added |
| Meridian Wealth Advisors, LLC | 2,038 | $309.0K | 0.09% | +4+0.2% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 2,003 | $309.0K | 0.04% | +51+2.6% | Added |
| Pointe Capital Management LLC | 2,076 | $314.0K | 0.22% | +517+33.2% | Added |
| Driehaus Capital Management LLC | 2,080 | $315.0K | 0.00% | +2,080 | New |
| Eqis Capital Management, Inc. | 2,084 | $316.0K | 0.02% | −31−1.5% | Reduced |
| Yorktown Management & Research Co Inc | 2,090 | $316.0K | 0.24% | 00.0% | Unchanged |
| Bank of the West | 2,088 | $316.0K | 0.03% | +52+2.6% | Added |
| BSW Wealth Partners | 2,102 | $318.0K | 0.09% | +2,102 | New |
| Teza Capital Management LLC | 2,097 | $318.0K | 0.15% | +2,097 | New |
| Proficio Capital Partners LLC | 2,104 | $319.0K | 0.04% | −111−5.0% | Reduced |
| FFT Wealth Management LLC | 2,123 | $321.0K | 0.03% | +33+1.6% | Added |
| Stephens Inc | 2,132 | $323.0K | 0.00% | −3,501−62.2% | Reduced |
| AdvisorNet Financial, Inc | 2,146 | $325.0K | 0.02% | +20+0.9% | Added |
| Geller Advisors LLC | 2,166 | $328.0K | 0.07% | +37+1.7% | Added |
| Cypress Capital Group | 2,180 | $330.0K | 0.04% | −100−4.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,190 | $332.0K | 0.16% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,191 | $332.0K | 0.02% | +143+7.0% | Added |
| Destination Wealth Management | 2,199 | $333.0K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 2,203 | $334.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,212 | $335.0K | 0.03% | −1,124−33.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,382 | $335.0K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,222 | $336.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $336.9K | 0.04% | +340+18.0% | Added |
| Davy Global Fund Management Ltd | 2,223 | $337.0K | 0.05% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $340.0K | 0.17% | – | – |
| Abbrea Capital, LLC | 2,248 | $340.0K | 0.05% | 00.0% | Unchanged |