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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 3,766 | $570.3K | 0.07% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,772 | $571.0K | 0.14% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $584.0K | 0.26% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,868 | $586.0K | 0.19% | +324+9.1% | Added |
| American Portfolios Advisors | 3,878 | $587.3K | 0.02% | +326+9.2% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $589.0K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,890 | $589.0K | 0.05% | +650+20.1% | Added |
| Prospector Partners LLC | 3,900 | $591.0K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 3,912 | $592.0K | 0.07% | +3,912 | New |
| Summit Financial, LLC | 3,941 | $596.8K | 0.05% | +2,047+108.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,950 | $598.0K | 0.03% | +3,950 | New |
| AGF Investments LLC | 3,984 | $603.0K | 0.06% | −416−9.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $605.0K | 0.35% | 00.0% | Unchanged |
| Robotti Robert | 4,000 | $606.0K | 0.14% | 00.0% | Unchanged |
| Capula Management Ltd | 4,091 | $617.0K | 0.05% | +4,091 | New |
| King Luther Capital Management Corp | 4,120 | $624.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,131 | $626.0K | 0.06% | +50+1.2% | Added |
| Duncker Streett & Co Inc | 4,200 | $636.0K | 0.12% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 4,200 | $636.0K | 0.01% | +4,200 | New |
| Financial Counselors Inc | 4,207 | $637.0K | 0.01% | −594−12.4% | Reduced |
| Hilltop Holdings Inc. | 4,234 | $641.0K | 0.07% | +91+2.2% | Added |
| Resources Investment Advisors, LLC. | 4,260 | $645.0K | 0.03% | +77+1.8% | Added |
| VeraBank, N.A. | 4,320 | $654.0K | 0.37% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,341 | $657.0K | 0.04% | +2,695+163.7% | Added |
| Parallel Advisors, LLC | 4,383 | $664.0K | 0.03% | +501+12.9% | Added |
| Csenge Advisory Group | 4,317 | $665.0K | 0.06% | +50+1.2% | Added |
| NewEdge Wealth, LLC | 4,426 | $670.0K | 0.04% | −1,474−25.0% | Reduced |
| JGP Wealth Management, LLC | 4,433 | $671.0K | 0.14% | +346+8.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,450 | $674.0K | 0.06% | +815+22.4% | Added |
| Meeder Asset Management Inc | 4,559 | $690.0K | 0.04% | +228+5.3% | Added |
| Proequities, Inc. | 4,569 | $692.0K | 0.04% | −91−2.0% | Reduced |
| Strid Group, LLC | 4,584 | $694.0K | 0.16% | 00.0% | Unchanged |
| Conning Inc. | 4,598 | $696.0K | 0.02% | −1,570−25.5% | Reduced |
| Fosun International Ltd | 4,507 | $696.0K | 0.04% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 4,611 | $698.0K | 0.26% | −666−12.6% | Reduced |
| Eudaimonia Partners, LLC | 4,608 | $698.0K | 0.13% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,662 | $706.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,680 | $709.0K | 0.02% | +397+9.3% | Added |
| Icon Advisers Inc | 4,700 | $712.0K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,714 | $714.0K | 0.21% | −248−5.0% | Reduced |
| Arden Trust Co | 4,726 | $716.0K | 0.12% | −37−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 4,800 | $726.0K | 0.19% | 00.0% | Unchanged |
| SFMG, LLC | 4,826 | $731.0K | 0.08% | −45−0.9% | Reduced |
| Gateway Investment Advisers LLC | 4,849 | $734.0K | 0.01% | −240−4.7% | Reduced |
| Norway Savings Bank | 4,861 | $736.0K | 0.35% | +519+12.0% | Added |
| Personal Wealth Partners | 4,872 | $738.0K | 0.31% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,877 | $738.5K | 0.04% | −76−1.5% | Reduced |
| Jarislowsky, Fraser Ltd | 4,900 | $742.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,910 | $743.0K | 0.01% | −305−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,915 | $744.0K | 0.04% | +28+0.6% | Added |
| Trust Asset Management LLC | 4,916 | $744.0K | 0.10% | +326+7.1% | Added |
| Checchi Capital Advisers, LLC | 4,942 | $748.0K | 0.09% | +134+2.8% | Added |
| Kalos Management, Inc. | 4,564 | $748.0K | 0.21% | +87+1.9% | Added |
| Orion Portfolio Solutions, LLC | 4,986 | $755.0K | 0.03% | +333+7.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,999 | $757.0K | 0.34% | +4,999 | New |
| West Family Investments, Inc. | 5,045 | $764.0K | 0.20% | +411+8.9% | Added |
| Truehand, Inc | 5,073 | $768.0K | 0.45% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 5,100 | $772.0K | 0.10% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,170 | $783.0K | 0.09% | +1,802+53.5% | Added |
| Regents of the University of California | 5,200 | $787.0K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,196 | $787.0K | 0.07% | +214+4.3% | Added |
| Pegasus Partners Ltd. | 5,215 | $790.0K | 0.14% | −427−7.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,221 | $791.0K | 0.00% | −355−6.4% | Reduced |
| Diversified Trust Co | 5,228 | $792.0K | 0.03% | +5,228 | New |
| Echo Street Capital Management LLC | 5,234 | $793.0K | 0.01% | +5,234 | New |
| Murphy Pohlad Asset Management LLC | 5,285 | $800.0K | 0.33% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 5,422 | $821.0K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 5,445 | $825.0K | 0.19% | −44−0.8% | Reduced |
| Tdam USA Inc. | 5,459 | $827.0K | 0.05% | +674+14.1% | Added |
| Douglas Lane & Associates, LLC | 5,510 | $834.0K | 0.01% | −116−2.1% | Reduced |
| Quadrant Capital Group LLC | 5,509 | $834.0K | 0.12% | +101+1.9% | Added |
| Mercer Capital Advisers, Inc. | 5,546 | $840.0K | 0.45% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,570 | $843.0K | 0.73% | +5,570 | New |
| Exane Derivatives | 5,700 | $863.1K | 0.22% | +5,700 | New |
| Symmetry Partners, LLC | 5,644 | $872.0K | 0.06% | −1,055−15.7% | Reduced |
| DSM Capital Partners LLC | 5,810 | $880.0K | 0.01% | −3,030−34.3% | Reduced |
| Bryn Mawr Trust Co | 5,841 | $884.0K | 0.03% | +1,200+25.9% | Added |
| Brighton Jones LLC | 5,886 | $891.0K | 0.05% | −22−0.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,891 | $892.0K | 0.32% | +91+1.6% | Added |
| TD Private Client Wealth LLC | 5,905 | $894.2K | 0.04% | +196+3.4% | Added |
| Ferguson Wellman Capital Management, Inc | 5,914 | $896.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,061 | $918.0K | 0.17% | +6,061 | New |
| Gries Financial LLC | 6,101 | $924.0K | 0.29% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,103 | $924.0K | 0.34% | +346+6.0% | Added |
| Boltwood Capital Management | 6,157 | $932.0K | 0.38% | −17−0.3% | Reduced |
| Ropes Wealth Advisors LLC | 6,157 | $932.0K | 0.15% | +294+5.0% | Added |
| Venturi Wealth Management, LLC | 6,177 | $935.0K | 0.08% | +10+0.2% | Added |
| Capital Investment Advisors, LLC | 6,192 | $938.0K | 0.03% | +12+0.2% | Added |
| Signaturefd, LLC | 6,253 | $947.0K | 0.03% | +319+5.4% | Added |
| Edgemoor Investment Advisors, Inc. | 6,260 | $948.0K | 0.11% | 00.0% | Unchanged |
| Shelton Capital Management | 6,312 | $956.0K | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,402 | $969.0K | 0.15% | +361+6.0% | Added |
| We Are One Seven, LLC | 5,808 | $969.0K | 0.12% | +1,831+46.0% | Added |
| Allred Capital Management, LLC | 6,414 | $971.0K | 0.51% | −907−12.4% | Reduced |
| Greenleaf Trust | 6,414 | $971.0K | 0.01% | +312+5.1% | Added |
| Aries Wealth Management | 6,446 | $976.0K | 0.41% | −245−3.7% | Reduced |
| SkyView Investment Advisors, LLC | 6,590 | $998.0K | 0.28% | +4,728+253.9% | Added |
| Smithfield Trust Co | 6,600 | $1.00M | 0.07% | 00.0% | Unchanged |
| US Asset Management LLC | 6,628 | $1.00M | 0.97% | +6,628 | New |
| Sawtooth Solutions, LLC | 6,716 | $1.02M | 0.16% | +1,084+19.2% | Added |