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 |
|---|---|---|---|---|---|
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.09M | 0.55% | 00.0% | Unchanged |
| Becker Capital Management Inc | 27,236 | $4.12M | 0.17% | −966−3.4% | Reduced |
| Corient Capital Partners, LLC | 27,972 | $4.24M | 0.31% | +2,741+10.9% | Added |
| Simplex Trading, LLC | 30,377 | $4.32M | 0.15% | +1,725+6.0% | Added |
| Exencial Wealth Advisors, LLC | 28,810 | $4.36M | 0.19% | +2,231+8.4% | Added |
| Te Ahumairangi Investment Management Ltd | 28,906 | $4.38M | 0.60% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 28,911 | $4.38M | 1.55% | +28,911 | New |
| Daiwa Securities Group Inc. | 28,941 | $4.38M | 0.03% | +1,256+4.5% | Added |
| Triasima Portfolio Management inc. | 29,400 | $4.45M | 0.24% | +10,965+59.5% | Added |
| Blueshift Asset Management, LLC | 29,420 | $4.46M | 0.25% | +29,420 | New |
| BNC Wealth Management, LLC | 29,589 | $4.48M | 2.66% | 00.0% | Unchanged |
| WBI Investments | 30,457 | $4.49M | 0.75% | +30,457 | New |
| MU Investments Co., Ltd. | 29,350 | $4.53M | 4.86% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 29,985 | $4.54M | 0.21% | +373+1.3% | Added |
| SG Americas Securities, LLC | 30,370 | $4.60M | 0.03% | −3,350−9.9% | Reduced |
| Richard Bernstein Advisors LLC | 30,642 | $4.64M | 0.09% | 00.0% | Unchanged |
| Twinbeech Capital LP | 30,742 | $4.66M | 0.33% | +30,742 | New |
| Siemens Fonds Invest GmbH | 31,174 | $4.72M | 0.32% | +748+2.5% | Added |
| Stokes Capital Advisors, LLC | 31,341 | $4.75M | 1.53% | −655−2.0% | Reduced |
| Louisiana State Employees Retirement System | 31,500 | $4.77M | 0.12% | −200−0.6% | Reduced |
| Parcion Private Wealth LLC | 29,526 | $4.78M | 0.42% | −159−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 32,309 | $4.89M | 0.11% | +47+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 32,720 | $4.95M | 1.14% | −5,400−14.2% | Reduced |
| Xponance, Inc. | 32,872 | $4.98M | 0.09% | −2,459−7.0% | Reduced |
| Engineers Gate Manager LP | 32,913 | $4.98M | 0.28% | +26,645+425.1% | Added |
| New Mexico Educational Retirement Board | 33,241 | $5.03M | 0.18% | −600−1.8% | Reduced |
| Caption Management, LLC | 33,290 | $5.04M | 0.33% | +22,290+202.6% | Added |
| Gotham Asset Management, LLC | 33,362 | $5.05M | 0.21% | −3,522−9.5% | Reduced |
| HAP Trading, LLC | 33,698 | $5.10M | 0.38% | +17,399+106.7% | Added |
| Churchill Management Corp | 33,812 | $5.12M | 0.08% | +1,408+4.3% | Added |
| Wealthfront Advisers LLC | 34,409 | $5.21M | 0.02% | +8,802+34.4% | Added |
| Tower View Investment Management & Research LLC | 34,449 | $5.22M | 2.89% | +389+1.1% | Added |
| BBVA USA | 34,686 | $5.25M | 0.31% | −1,441−4.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 34,691 | $5.25M | 1.34% | −35−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 34,993 | $5.30M | 0.54% | +597+1.7% | Added |
| Auxier Asset Management | 35,177 | $5.33M | 0.90% | −185−0.5% | Reduced |
| Blair William & Co | 35,322 | $5.35M | 0.02% | +3,041+9.4% | Added |
| Elo Mutual Pension Insurance Co | 35,628 | $5.39M | 0.17% | 00.0% | Unchanged |
| M&T Bank Corp | 35,948 | $5.44M | 0.02% | −1,177−3.2% | Reduced |
| Candriam Luxembourg S.C.A. | 36,157 | $5.47M | 0.04% | −2,009−5.3% | Reduced |
| Bennett Selby Investments LP | 36,280 | $5.49M | 3.59% | +103+0.3% | Added |
| Achmea Investment Management B.V. | 36,359 | $5.51M | 0.17% | −9,253−20.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 36,826 | $5.58M | 0.23% | +1,287+3.6% | Added |
| Capital International Sarl | 37,920 | $5.74M | 0.51% | −696−1.8% | Reduced |
| DuPont Capital Management Corp | 38,189 | $5.78M | 0.18% | +174+0.5% | Added |
| Vident Investment Advisory, LLC | 38,315 | $5.80M | 0.18% | +1,817+5.0% | Added |
| Aigen Investment Management, LP | 38,336 | $5.80M | 1.11% | +38,336 | New |
| Northcape Capital Pty Ltd | 38,456 | $5.82M | 0.62% | −339−0.9% | Reduced |
| Creative Planning | 39,036 | $5.91M | 0.01% | +3,809+10.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,082 | $5.92M | 0.01% | −1,478−3.6% | Reduced |
| Maryland State Retirement & Pension System | 38,747 | $6.00M | 0.17% | +626+1.6% | Added |
| Brewin Dolphin Ltd | 40,223 | $6.09M | 0.25% | −299−0.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 40,400 | $6.12M | 0.31% | +40,400 | New |
| Marks Group Wealth Management, Inc | 40,577 | $6.14M | 0.83% | −650−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 42,198 | $6.39M | 0.07% | 00.0% | Unchanged |
| ING Groep NV | 42,533 | $6.44M | 0.08% | +767+1.8% | Added |
| Northwest & Ethical Investments L.P. | 42,824 | $6.48M | 0.21% | +361+0.9% | Added |
| Securian Asset Management, Inc | 43,041 | $6.52M | 0.13% | −545−1.3% | Reduced |
| First Republic Investment Management, Inc. | 43,648 | $6.61M | 0.02% | +2,680+6.5% | Added |
| Quantbot Technologies LP | 44,241 | $6.70M | 0.49% | +44,241 | New |
| Susquehanna Fundamental Investments, LLC | 44,518 | $6.74M | 0.12% | +44,518 | New |
| Gluskin Sheff & Assoc Inc | 45,179 | $6.84M | 0.29% | +45,179 | New |
| Oppenheimer Asset Management Inc. | 46,156 | $6.99M | 0.10% | −1,842−3.8% | Reduced |
| Pacer Advisors, Inc. | 46,307 | $7.01M | 0.09% | +8,720+23.2% | Added |
| Atria Investments LLC | 46,739 | $7.08M | 0.13% | +2,040+4.6% | Added |
| Private Advisor Group, LLC | 47,146 | $7.14M | 0.05% | +17,812+60.7% | Added |
| Hartford Investment Management Co | 47,450 | $7.18M | 0.20% | −6,171−11.5% | Reduced |
| Kinneret Advisory, LLC | 47,620 | $7.21M | 0.85% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 47,954 | $7.26M | 1.25% | −394−0.8% | Reduced |
| CIBC World Markets Inc. | 48,212 | $7.30M | 0.03% | +1,490+3.2% | Added |
| Westpac Banking Corp | 48,246 | $7.31M | 0.08% | −11,438−19.2% | Reduced |
| Washington Trust Bank | 48,604 | $7.36M | 0.86% | +48,604 | New |
| Brinker Capital Investments, LLC | 52,891 | $7.50M | 0.12% | −130−0.2% | Reduced |
| Huntington National Bank | 49,553 | $7.50M | 0.07% | −1,337−2.6% | Reduced |
| Andra AP-fonden | 50,200 | $7.60M | 0.16% | +3,600+7.7% | Added |
| Cumberland Partners Ltd | 50,565 | $7.66M | 0.63% | −1,760−3.4% | Reduced |
| Duality Advisers, LP | 51,040 | $7.73M | 0.59% | +51,040 | New |
| Rockefeller Capital Management L.P. | 51,706 | $7.83M | 0.04% | +2,085+4.2% | Added |
| Calamos Wealth Management LLC | 51,732 | $7.83M | 0.63% | +504+1.0% | Added |
| Nissay Asset Management Corp | 53,928 | $8.17M | 0.07% | +2,086+4.0% | Added |
| Brown Advisory Inc | 54,275 | $8.22M | 0.01% | −2,087−3.7% | Reduced |
| Hudson Bay Capital Management LP | 55,000 | $8.33M | 0.12% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 55,182 | $8.36M | 0.18% | +1,512+2.8% | Added |
| 1832 Asset Management L.P. | 53,759 | $8.36M | 0.02% | +6,939+14.8% | Added |
| Girard Partners Ltd. | 55,432 | $8.39M | 1.06% | −2,174−3.8% | Reduced |
| People's United Financial, Inc. | 56,803 | $8.60M | 0.19% | −1,110−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 56,839 | $8.62M | 0.02% | −2,097−3.6% | Reduced |
| Alberta Investment Management Corp | 57,900 | $8.77M | 0.08% | +6,300+12.2% | Added |
| Bell Asset Management Ltd | 57,977 | $8.78M | 1.50% | +2,258+4.1% | Added |
| Shell Asset Management Co | 58,511 | $8.86M | 0.20% | −39,043−40.0% | Reduced |
| FDx Advisors, Inc. | 59,050 | $8.94M | 0.28% | +2,439+4.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,156 | $8.96M | 0.21% | −633−1.1% | Reduced |
| Scotia Capital Inc. | 59,196 | $8.96M | 0.07% | +3,027+5.4% | Added |
| First American Bank | 59,502 | $9.01M | 0.52% | +723+1.2% | Added |
| C.V. Starr & Co., Inc. Trust | 60,000 | $9.09M | 41.18% | 00.0% | Unchanged |
| Vestcor Inc | 60,657 | $9.19M | 0.33% | −2,018−3.2% | Reduced |
| Metropolitan Life Insurance Co | 61,910 | $9.38M | 0.14% | −2,300−3.6% | Reduced |
| Tredje AP-fonden | 61,924 | $9.38M | 0.20% | +25,000+67.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 61,929 | $9.38M | 0.02% | +20,209+48.4% | Added |
| CIBC Private Wealth Group, LLC | 63,476 | $9.61M | 0.02% | −1,820−2.8% | Reduced |