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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 6,721 | $1.02M | 0.04% | +1,487+28.4% | Added |
| Freestone Capital Holdings, LLC | 6,761 | $1.02M | 0.05% | +1,341+24.7% | Added |
| PFG Advisors | 6,797 | $1.03M | 0.12% | +145+2.2% | Added |
| Clearstead Advisors, LLC | 6,801 | $1.03M | 0.08% | +54+0.8% | Added |
| West Paces Advisors Inc. | 6,843 | $1.04M | 0.36% | −229−3.2% | Reduced |
| Bowen Hanes & Co Inc | 7,009 | $1.06M | 0.03% | −16−0.2% | Reduced |
| Citizens & Northern Corp | 7,067 | $1.07M | 0.41% | −257−3.5% | Reduced |
| XTX Topco Ltd | 7,144 | $1.08M | 0.36% | +7,144 | New |
| Mission Wealth Management, LP | 7,150 | $1.08M | 0.06% | −218−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,169 | $1.08M | 0.04% | −209−2.8% | Reduced |
| Veriti Management LLC | 7,162 | $1.08M | 0.15% | +260+3.8% | Added |
| Deseret Mutual Benefit Administrators | 7,220 | $1.09M | 0.20% | +5,367+289.6% | Added |
| Wealthcare Advisory Partners LLC | 7,299 | $1.10M | 0.07% | +131+1.8% | Added |
| Trust Co of Toledo NA | 7,360 | $1.11M | 0.18% | −20.0% | Reduced |
| Profund Advisors LLC | 7,420 | $1.12M | 0.04% | −287−3.7% | Reduced |
| Essex Investment Management Co LLC | 7,430 | $1.13M | 0.14% | −4,669−38.6% | Reduced |
| Canandaigua National Corp | 7,441 | $1.13M | 0.18% | +262+3.6% | Added |
| Centiva Capital, LP | 7,463 | $1.13M | 0.09% | +3,369+82.3% | Added |
| Annex Advisory Services, LLC | 7,490 | $1.13M | 0.09% | −425−5.4% | Reduced |
| TCTC Holdings, LLC | 7,496 | $1.14M | 0.05% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,503 | $1.14M | 0.02% | +40+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 7,525 | $1.14M | 0.02% | +652+9.5% | Added |
| Bartlett & Co. LLC | 7,525 | $1.14M | 0.02% | +652+9.5% | Added |
| United Bank | 7,593 | $1.15M | 0.73% | −63−0.8% | Reduced |
| HM Payson & Co | 7,618 | $1.15M | 0.03% | +164+2.2% | Added |
| Peapack Gladstone Financial Corp | 7,629 | $1.16M | 0.02% | +4,929+182.6% | Added |
| Pensionfund DSM Netherlands | 7,700 | $1.17M | 0.15% | −21,500−73.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.17M | 0.01% | −78−1.0% | Reduced |
| Wetherby Asset Management Inc | 7,736 | $1.17M | 0.07% | +113+1.5% | Added |
| Raymond James Trust N.A. | 7,875 | $1.19M | 0.04% | −166−2.1% | Reduced |
| Evercore Wealth Management, LLC | 7,929 | $1.20M | 0.02% | −500−5.9% | Reduced |
| TrinityPoint Wealth, LLC | 7,947 | $1.20M | 0.23% | −808−9.2% | Reduced |
| Gladstone Institutional Advisory LLC | 7,947 | $1.20M | 0.12% | +2,295+40.6% | Added |
| Thompson Siegel & Walmsley LLC | 7,964 | $1.21M | 0.02% | −8−0.1% | Reduced |
| HRT Financial LP | 7,972 | $1.21M | 0.01% | −48,183−85.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,011 | $1.21M | 0.08% | −500−5.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,037 | $1.22M | 0.14% | −634−7.3% | Reduced |
| Alphasimplex Group, LLC | 8,039 | $1.22M | 1.01% | +1,334+19.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,042 | $1.22M | 0.06% | +308+4.0% | Added |
| Zions Bancorporation, N.A. | 8,059 | $1.22M | 0.12% | +453+6.0% | Added |
| Assenagon Asset Management S.A. | 8,079 | $1.22M | 0.01% | +4,147+105.5% | Added |
| Donaldson Capital Management, LLC | 8,200 | $1.24M | 0.06% | −251−3.0% | Reduced |
| Wilkins Investment Counsel Inc | 8,240 | $1.25M | 0.30% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 8,530 | $1.29M | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,578 | $1.30M | 0.06% | −20.0% | Reduced |
| Enterprise Bank & Trust Co | 8,662 | $1.31M | 0.52% | +180+2.1% | Added |
| IndexIQ Advisors LLC | 8,738 | $1.32M | 0.04% | +409+4.9% | Added |
| Wimmer Associates 1, LLC | 8,821 | $1.34M | 0.79% | +20.0% | Added |
| Ieq Capital, LLC | 8,822 | $1.34M | 0.04% | +724+8.9% | Added |
| AlphaCrest Capital Management LLC | 8,884 | $1.34M | 0.07% | −204−2.2% | Reduced |
| LS Investment Advisors, LLC | 8,896 | $1.35M | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,967 | $1.36M | 0.36% | +8,967 | New |
| Howland Capital Management LLC | 8,997 | $1.36M | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 9,094 | $1.38M | 0.21% | +194+2.2% | Added |
| James Hambro & Partners | 9,186 | $1.39M | 0.10% | 00.0% | Unchanged |
| CX Institutional | 9,360 | $1.42M | 0.12% | −278−2.9% | Reduced |
| Horizon Investments, LLC | 9,457 | $1.43M | 0.04% | +6,335+202.9% | Added |
| Grimes & Company, Inc. | 9,487 | $1.44M | 0.06% | +50+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,584 | $1.45M | 0.01% | −365−3.7% | Reduced |
| Ativo Capital Management LLC | 9,750 | $1.48M | 0.69% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 9,819 | $1.49M | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 9,835 | $1.49M | 0.10% | −387−3.8% | Reduced |
| Belpointe Asset Management LLC | 9,893 | $1.50M | 0.10% | −48−0.5% | Reduced |
| Hartline Investment Corp | 10,000 | $1.51M | 0.21% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10,000 | $1.51M | 0.07% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 10,095 | $1.53M | 0.09% | −95−0.9% | Reduced |
| Jump Financial, LLC | 10,114 | $1.53M | 0.11% | +10,114 | New |
| Roosevelt Investment Group LLC | 10,158 | $1.54M | 0.10% | +564+5.9% | Added |
| First National Trust Co | 10,246 | $1.55M | 0.09% | +462+4.7% | Added |
| Charter Trust Co | 10,423 | $1.58M | 0.15% | −300−2.8% | Reduced |
| Wealthspire Advisors, LLC | 10,546 | $1.60M | 0.03% | +10,546 | New |
| Banque Pictet & Cie SA | 10,600 | $1.60M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,742 | $1.63M | 0.05% | +4,733+78.8% | Added |
| Dynamic Technology Lab Private Ltd | 10,787 | $1.63M | 0.20% | +10,787 | New |
| Cary Street Partners Asset Management LLC | 10,915 | $1.65M | 0.58% | −345−3.1% | Reduced |
| Pearl River Capital, LLC | 10,923 | $1.65M | 0.45% | +10,923 | New |
| SRB Corp | 10,962 | $1.66M | 0.10% | −2,996−21.5% | Reduced |
| Cresset Asset Management, LLC | 10,988 | $1.66M | 0.02% | +989+9.9% | Added |
| Clifford Swan Investment Counsel LLC | 10,247 | $1.67M | 0.06% | −800−7.2% | Reduced |
| Fayez Sarofim & Co | 11,150 | $1.69M | 0.01% | −40−0.4% | Reduced |
| Fieldpoint Private Securities, LLC | 11,158 | $1.69M | 0.37% | +54+0.5% | Added |
| Captrust Financial Advisors | 11,303 | $1.71M | 0.01% | +1,468+14.9% | Added |
| RMR Wealth Builders | 11,319 | $1.71M | 0.50% | 00.0% | Unchanged |
| Bremer Bank National Association | 11,400 | $1.73M | 0.34% | −234−2.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,423 | $1.73M | 0.04% | 00.0% | Unchanged |
| Strategic Investment Advisors | 11,480 | $1.74M | 0.38% | +1,093+10.5% | Added |
| Vontobel Holding Ltd. | 11,547 | $1.75M | 0.02% | +4,250+58.2% | Added |
| Venture Visionary Partners LLC | 11,593 | $1.75M | 0.12% | −1,451−11.1% | Reduced |
| Pathstone Family Office, LLC | 11,594 | $1.75M | 0.05% | +3,434+42.1% | Added |
| Federated Hermes, Inc. | 11,621 | $1.76M | 0.00% | −298−2.5% | Reduced |
| Tealwood Asset Management Inc | 11,652 | $1.76M | 0.71% | +11,652 | New |
| AE Wealth Management LLC | 11,763 | $1.78M | 0.01% | +20.0% | Added |
| World Asset Management Inc | 11,862 | $1.80M | 0.18% | −986−7.7% | Reduced |
| Front Row Advisors LLC | 11,976 | $1.81M | 0.77% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 12,000 | $1.82M | 0.85% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,019 | $1.82M | 0.03% | −229−1.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,036 | $1.82M | 0.52% | −115−0.9% | Reduced |
| Ci Investments Inc. | 12,098 | $1.83M | 0.01% | −140−1.1% | Reduced |
| Bayesian Capital Management, LP | 12,100 | $1.83M | 0.53% | +12,100 | New |
| Redpoint Investment Management Pty Ltd | 12,174 | $1.84M | 0.16% | −45−0.4% | Reduced |