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 |
|---|---|---|---|---|---|
| American National Registered Investment Advisor, Inc. | 12,294 | $1.86M | 0.67% | −35−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 11,022 | $1.86M | 0.17% | −18−0.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 12,357 | $1.87M | 0.73% | −3,354−21.3% | Reduced |
| HighPoint Advisor Group LLC | 12,411 | $1.88M | 0.18% | −265−2.1% | Reduced |
| Occidental Asset Management, LLC | 12,551 | $1.90M | 0.49% | +596+5.0% | Added |
| Bessemer Group Inc | 12,582 | $1.90M | 0.00% | +183+1.5% | Added |
| Heritage Wealth Advisors | 12,914 | $1.96M | 0.12% | −1,794−12.2% | Reduced |
| Beacon Pointe Advisors, LLC | 13,042 | $1.98M | 0.05% | −2,795−17.6% | Reduced |
| Lincoln National Corp | 13,145 | $1.99M | 0.04% | +30+0.2% | Added |
| Squarepoint Ops LLC | 13,288 | $2.01M | 0.01% | +5,921+80.4% | Added |
| Wolverine Trading, LLC | 13,090 | $2.02M | 0.04% | −7,797−37.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,402 | $2.03M | 0.21% | +166+1.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,476 | $2.04M | 0.37% | +13,476 | New |
| Argent Trust Co | 13,482 | $2.04M | 0.13% | −320−2.3% | Reduced |
| Lido Advisors, LLC | 13,909 | $2.11M | 0.05% | +18+0.1% | Added |
| IBM Retirement Fund | 14,364 | $2.17M | 0.17% | +26+0.2% | Added |
| Logan Capital Management Inc | 14,375 | $2.18M | 0.10% | −18,052−55.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,431 | $2.19M | 0.72% | −988−6.4% | Reduced |
| Pitcairn Co | 14,437 | $2.19M | 0.15% | −1,405−8.9% | Reduced |
| Illinois Municipal Retirement Fund | 14,539 | $2.20M | 0.08% | +1,026+7.6% | Added |
| Kestra Advisory Services, LLC | 14,551 | $2.20M | 0.02% | +1,869+14.7% | Added |
| Acorn Financial Advisory Services Inc | 14,607 | $2.21M | 0.68% | 00.0% | Unchanged |
| Welch & Forbes LLC | 14,720 | $2.23M | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 14,730 | $2.23M | 0.01% | +14,730 | New |
| Alerus Financial NA | 14,741 | $2.23M | 0.20% | −46−0.3% | Reduced |
| JustInvest LLC | 14,892 | $2.25M | 0.20% | +1,944+15.0% | Added |
| Allstate Corp | 14,946 | $2.26M | 0.09% | −868−5.5% | Reduced |
| KCS Wealth Advisory | 15,020 | $2.27M | 1.08% | +184+1.2% | Added |
| Sciencast Management LP | 14,645 | $2.29M | 0.65% | +14,645 | New |
| Marshall Wace North America L.P. | 15,218 | $2.31M | 0.01% | +15,218 | New |
| HBK Sorce Advisory LLC | 15,271 | $2.31M | 0.13% | −66−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 15,291 | $2.32M | 0.06% | −196−1.3% | Reduced |
| Everence Capital Management Inc | 15,390 | $2.33M | 0.19% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 15,510 | $2.35M | 0.40% | +983+6.8% | Added |
| Banco Santander, S.A. | 15,607 | $2.36M | 0.01% | +14,149+970.4% | Added |
| Cigna Investments Inc | 15,642 | $2.37M | 0.18% | −296−1.9% | Reduced |
| Point72 Hong Kong Ltd | 15,706 | $2.38M | 0.18% | +15,706 | New |
| Reilly Financial Advisors, LLC | 15,713 | $2.38M | 0.20% | −890−5.4% | Reduced |
| Regions Financial Corp | 15,978 | $2.42M | 0.02% | +970+6.5% | Added |
| Van Eck Associates Corp | 16,048 | $2.43M | 0.01% | +529+3.4% | Added |
| Snowden Capital Advisors LLC | 16,233 | $2.46M | 0.12% | −1,293−7.4% | Reduced |
| Private Trust Co NA | 16,283 | $2.47M | 0.36% | −216−1.3% | Reduced |
| Mercer Global Advisors Inc | 16,287 | $2.47M | 0.02% | +2,585+18.9% | Added |
| Mechanics Bank Trust Department | 16,726 | $2.53M | 0.41% | +504+3.1% | Added |
| Norinchukin Bank, The | 16,975 | $2.57M | 0.04% | +1,479+9.5% | Added |
| Advisor Partners LLC | 17,364 | $2.63M | 0.18% | −404−2.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,397 | $2.63M | 1.32% | −449−2.5% | Reduced |
| Northwest Investment Counselors, LLC | 17,472 | $2.65M | 0.74% | −1,040−5.6% | Reduced |
| Apollon Wealth Management, LLC | 17,567 | $2.66M | 0.36% | +3,054+21.0% | Added |
| Essex LLC | 18,178 | $2.75M | 0.76% | +18,178 | New |
| Capital Planning Advisors, LLC | 18,269 | $2.77M | 0.57% | +104+0.6% | Added |
| Trexquant Investment LP | 18,859 | $2.86M | 0.23% | +18,859 | New |
| Panagora Asset Management Inc | 19,027 | $2.88M | 0.02% | −80.0% | Reduced |
| First Mercantile Trust Co | 19,133 | $2.90M | 0.38% | −2,231−10.4% | Reduced |
| Bokf, NA | 19,139 | $2.90M | 0.05% | +19,139 | New |
| Schaper Benz & Wise Investment Counsel Inc | 19,283 | $2.92M | 0.26% | +473+2.5% | Added |
| MML Investors Services, LLC | 19,285 | $2.92M | 0.02% | +1,226+6.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,394 | $2.94M | 0.05% | +174+0.9% | Added |
| ExodusPoint Capital Management, LP | 19,533 | $2.96M | 0.04% | +19,533 | New |
| RBF Capital, LLC | 20,000 | $3.03M | 0.17% | 00.0% | Unchanged |
| MD Financial Management Inc. | 20,411 | $3.09M | 0.08% | +1,014+5.2% | Added |
| O'Shaughnessy Asset Management, LLC | 20,440 | $3.10M | 0.06% | +4,519+28.4% | Added |
| Close Asset Management Ltd | 20,515 | $3.11M | 0.15% | +8,458+70.2% | Added |
| Souders Financial Advisors | 20,651 | $3.13M | 1.01% | +204+1.0% | Added |
| Pensionfund Sabic | 20,700 | $3.13M | 0.66% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 20,886 | $3.16M | 0.14% | −954−4.4% | Reduced |
| Veritable, L.P. | 20,980 | $3.18M | 0.05% | +231+1.1% | Added |
| Sumitomo Life Insurance Co | 21,832 | $3.31M | 0.09% | +5,703+35.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,852 | $3.31M | 0.23% | +390+1.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.33M | 1.41% | +22,000 | New |
| South Dakota Investment Council | 22,140 | $3.35M | 0.06% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 22,624 | $3.43M | 0.11% | +200+0.9% | Added |
| Gamco Investors, Inc. Et Al | 22,813 | $3.46M | 0.03% | −1,708−7.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,011 | $3.48M | 0.07% | −82−0.4% | Reduced |
| NBW Capital LLC | 23,179 | $3.51M | 0.85% | −22,519−49.3% | Reduced |
| Heritage Trust Co | 23,203 | $3.51M | 0.49% | +279+1.2% | Added |
| Lafayette Investments, Inc. | 23,360 | $3.54M | 0.96% | −100−0.4% | Reduced |
| Commerce Bank | 23,649 | $3.58M | 0.03% | +3,832+19.3% | Added |
| Kames Capital plc | 23,696 | $3.59M | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 23,936 | $3.63M | 0.02% | +863+3.7% | Added |
| Seeyond | 24,147 | $3.66M | 0.35% | +10,556+77.7% | Added |
| HNP Capital LLC | 24,577 | $3.72M | 0.93% | +736+3.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,701 | $3.74M | 0.14% | −135,234−84.6% | Reduced |
| Vectors Research Management, LLC | 24,714 | $3.74M | 0.88% | +873+3.7% | Added |
| Synovus Financial Corp | 24,779 | $3.75M | 0.04% | +3,950+19.0% | Added |
| Oak Ridge Investments LLC | 24,837 | $3.76M | 0.33% | −617−2.4% | Reduced |
| Icon Wealth Partners, LLC | 25,011 | $3.79M | 0.40% | +218+0.9% | Added |
| NFJ Investment Group, LLC | 25,099 | $3.80M | 0.07% | −123,707−83.1% | Reduced |
| Aptus Capital Advisors, LLC | 25,131 | $3.81M | 0.15% | +3,698+17.3% | Added |
| Bridgewater Associates, LP | 25,369 | $3.84M | 0.02% | +23,802+1,519.0% | Added |
| Distillate Capital Partners LLC | 25,467 | $3.86M | 1.03% | +483+1.9% | Added |
| O'Shares Investment Advisers, LLC | 25,503 | $3.86M | 0.28% | −36,889−59.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,611 | $3.89M | 0.15% | −144−0.6% | Reduced |
| Bonness Enterprises Inc | 25,800 | $3.91M | 1.99% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 26,181 | $3.96M | 0.12% | +2,608+11.1% | Added |
| Northwestern Mutual Wealth Management Co | 26,685 | $4.04M | 0.01% | +722+2.8% | Added |
| Citizens Financial Group Inc | 26,819 | $4.06M | 0.15% | −2,870−9.7% | Reduced |
| Ethic Inc. | 26,968 | $4.08M | 0.42% | +5,206+23.9% | Added |
| Harrington Investments, INC | 26,991 | $4.09M | 2.36% | −115−0.4% | Reduced |
| Olstein Capital Management, L.P. | 27,000 | $4.09M | 0.50% | 00.0% | Unchanged |