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 |
|---|---|---|---|---|---|
| Graypoint LLC | 2,248 | $340.0K | 0.04% | +54+2.5% | Added |
| X-Square Capital, LLC | 2,242 | $340.0K | 0.18% | +459+25.7% | Added |
| Berman Capital Advisors, LLC | 2,285 | $345.0K | 0.05% | +544+31.2% | Added |
| Lantz Financial LLC | 2,292 | $347.0K | 0.18% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,296 | $348.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,304 | $349.0K | 0.03% | +578+33.5% | Added |
| Pinnacle Associates Ltd | 2,317 | $351.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,315 | $351.0K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,320 | $351.0K | 0.02% | +46+2.0% | Added |
| Coldstream Capital Management Inc | 3,092 | $355.0K | 0.02% | −333−9.7% | Reduced |
| Bridgefront Capital, LLC | 2,343 | $355.0K | 0.37% | +2,343 | New |
| Powell Investment Advisors, LLC | 2,350 | $356.0K | 0.22% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,352 | $356.0K | 0.02% | +150+6.8% | Added |
| Cetera Advisors LLC | 2,388 | $362.0K | 0.01% | +585+32.4% | Added |
| Gsa Capital Partners LLP | 2,397 | $363.0K | 0.04% | +2,397 | New |
| Kathmere Capital Management, LLC | 2,409 | $365.0K | 0.07% | +449+22.9% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $369.0K | 0.36% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,443 | $370.0K | 0.05% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $371.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,510 | $380.0K | 0.15% | −140−5.3% | Reduced |
| SOL Capital Management CO | 2,520 | $382.0K | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,529 | $383.0K | 0.03% | +2,529 | New |
| Walter & Keenan Financial Consulting Co | 2,550 | $386.0K | 0.13% | 00.0% | Unchanged |
| MAI Capital Management | 2,557 | $387.0K | 0.01% | +191+8.1% | Added |
| Westover Capital Advisors, LLC | 2,591 | $392.0K | 0.12% | −8−0.3% | Reduced |
| Seven Eight Capital, LP | 2,594 | $393.0K | 0.04% | +2,594 | New |
| DF Dent & Co Inc | 2,611 | $395.0K | 0.00% | −25−0.9% | Reduced |
| EagleClaw Capital Managment, LLC | 2,607 | $395.0K | 0.10% | +2,607 | New |
| Boston Research & Management Inc | 2,620 | $396.0K | 0.12% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,621 | $397.0K | 0.20% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,636 | $399.0K | 0.01% | +5+0.2% | Added |
| Twin Focus Capital Partners, LLC | 2,643 | $400.0K | 0.09% | +2,643 | New |
| Krane Funds Advisors LLC | 2,653 | $402.0K | 0.01% | +2,653 | New |
| Sutton Wealth Advisors Inc. | 2,657 | $402.4K | 0.15% | +10.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,670 | $404.0K | 0.04% | −212−7.4% | Reduced |
| Cetera Investment Advisers | 2,680 | $406.0K | 0.01% | +78+3.0% | Added |
| Fulton Bank, N.A. | 2,694 | $408.0K | 0.02% | 00.0% | Unchanged |
| Toews Corp | 2,700 | $409.0K | 0.05% | +2,700 | New |
| Neo Ivy Capital Management | 3,817 | $410.0K | 0.47% | +3,817 | New |
| Glassman Wealth Services | 2,729 | $413.0K | 0.09% | +28+1.0% | Added |
| Accurate Wealth Management, LLC | 2,611 | $415.0K | 0.36% | +455+21.1% | Added |
| Engine No. 1 LLC | 2,739 | $415.0K | 0.11% | +1,120+69.2% | Added |
| Cahaba Wealth Management, Inc. | 2,847 | $431.0K | 0.06% | +2,847 | New |
| Dodge & Cox | 2,860 | $433.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,859 | $433.0K | 0.02% | +133+4.9% | Added |
| Putnam Investments LLC | 2,900 | $439.0K | 0.00% | +12+0.4% | Added |
| Reynders McVeigh Capital Management, LLC | 2,925 | $443.0K | 0.03% | −550−15.8% | Reduced |
| Bollard Group LLC | 2,928 | $443.0K | 0.01% | +10+0.3% | Added |
| Ruffer LLP | 2,900 | $445.0K | 0.01% | −500−14.7% | Reduced |
| NorthRock Partners, LLC | 2,937 | $445.0K | 0.04% | +381+14.9% | Added |
| National Asset Management, Inc. | 2,961 | $447.0K | 0.01% | −718−19.5% | Reduced |
| Quantamental Technologies LLC | 2,973 | $450.0K | 0.30% | +2,973 | New |
| NuWave Investment Management, LLC | 2,977 | $451.0K | 0.52% | +2,977 | New |
| North Star Asset Management Inc | 2,991 | $453.0K | 0.02% | +241+8.8% | Added |
| Capital Advisors Inc | 3,004 | $455.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,018 | $457.0K | 0.01% | +250+9.0% | Added |
| Israel Discount Bank of New York | 3,028 | $458.0K | 0.31% | +3,028 | New |
| Kore Private Wealth LLC | 3,047 | $461.0K | 0.05% | +330+12.1% | Added |
| Dowling & Yahnke LLC | 3,048 | $462.0K | 0.03% | +1,056+53.0% | Added |
| Waller Financial Planning Group, Inc | 3,060 | $463.0K | 0.12% | +11+0.4% | Added |
| Kessler Investment Group, LLC | 3,082 | $467.0K | 0.33% | −66−2.1% | Reduced |
| Defined Wealth Management, LLC | 3,095 | $469.0K | 0.42% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,113 | $471.0K | 0.10% | +28+0.9% | Added |
| Personal Cfo Solutions, LLC | 3,130 | $474.0K | 0.10% | −8−0.3% | Reduced |
| Leavell Investment Management, Inc. | 3,150 | $477.0K | 0.04% | +3,150 | New |
| Dorsey & Whitney Trust CO LLC | 3,179 | $482.0K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,190 | $483.0K | 0.15% | 00.0% | Unchanged |
| Tower Bridge Advisors | 3,200 | $484.6K | 0.03% | −200−5.9% | Reduced |
| Moors & Cabot, Inc. | 3,220 | $485.0K | 0.03% | −209−6.1% | Reduced |
| Blueprint Investment Partners LLC | 3,226 | $489.0K | 0.24% | +973+43.2% | Added |
| Opus Capital Group, LLC | 3,239 | $490.0K | 0.11% | −1,100−25.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,240 | $491.0K | 0.01% | −114−3.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $491.0K | 0.11% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,242 | $491.0K | 0.14% | +15+0.5% | Added |
| Homrich & Berg | 3,251 | $492.0K | 0.01% | −303−8.5% | Reduced |
| Rodgers Brothers Inc. | 3,250 | $492.0K | 0.10% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,248 | $492.0K | 0.18% | +197+6.5% | Added |
| Bank of New Hampshire | 3,516 | $495.0K | 0.13% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,292 | $499.0K | 0.19% | −192−5.5% | Reduced |
| Domani Wealth, LLC | 3,340 | $506.0K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,340 | $506.0K | 0.32% | +3,340 | New |
| Arcus Capital Partners, LLC | 3,372 | $511.0K | 0.19% | +136+4.2% | Added |
| AXS Investments LLC | 3,372 | $511.0K | 0.19% | +3,372 | New |
| Personal Capital Advisors Corp | 3,399 | $515.0K | 0.00% | +46+1.4% | Added |
| Avidian Wealth Solutions, LLC | 3,400 | $515.0K | 0.04% | +330+10.7% | Added |
| Contravisory Investment Management, Inc. | 3,418 | $518.0K | 0.16% | −24−0.7% | Reduced |
| CAPROCK Group, Inc. | 3,431 | $520.0K | 0.05% | +223+7.0% | Added |
| Henshaw Capital LLC | 3,466 | $524.9K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 3,471 | $526.0K | 0.04% | +1,323+61.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,480 | $527.0K | 0.12% | +76+2.2% | Added |
| Buckingham Strategic Wealth, LLC | 3,491 | $529.0K | 0.01% | +1,520+77.1% | Added |
| Noesis Capital Mangement Corp | 3,500 | $530.0K | 0.10% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,500 | $530.0K | 0.00% | +3,500 | New |
| Stokes Family Office, LLC | 3,603 | $546.0K | 0.08% | +1,569+77.1% | Added |
| Ausdal Financial Partners, Inc. | 3,610 | $547.0K | 0.08% | −150−4.0% | Reduced |
| Gofen & Glossberg LLC | 3,628 | $549.0K | 0.01% | −110−2.9% | Reduced |
| D.A. Davidson & Co. | 3,640 | $551.0K | 0.01% | −37−1.0% | Reduced |
| Hantz Financial Services, Inc. | 3,689 | $559.0K | 0.02% | +3,689 | New |
| Algert Global LLC | 3,741 | $566.0K | 0.08% | +3,741 | New |
| Global Retirement Partners, LLC | 3,747 | $567.0K | 0.06% | −27−0.7% | Reduced |