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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,378 | $209.0K | 0.01% | +36+2.7% | Added |
| Klingenstein Fields & Co LP | 1,370 | $207.0K | 0.01% | +1,370 | New |
| Balentine LLC | 1,360 | $206.0K | 0.01% | +1,360 | New |
| WestHill Financial Advisors, Inc. | 1,361 | $206.0K | 0.06% | +1,361 | New |
| Essex Financial Services, Inc. | 1,357 | $205.0K | 0.02% | −448−24.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,351 | $205.0K | 0.01% | +1,351 | New |
| Machina Capital S.A.S. | 1,357 | $205.0K | 0.44% | +1,357 | New |
| Rice Hall James & Associates, LLC | 1,350 | $204.0K | 0.01% | +1,350 | New |
| Court Place Advisors, LLC | 1,350 | $204.0K | 0.06% | +1,350 | New |
| Sage Mountain Advisors LLC | 1,348 | $204.0K | 0.03% | +1,348 | New |
| Arvest Bank Trust Division | 1,341 | $203.0K | 0.01% | −216−13.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,283 | $194.0K | 0.01% | −66−4.9% | Reduced |
| Magellan Asset Management Ltd | 1,224 | $185.0K | 0.00% | +341+38.6% | Added |
| Agf Investments Inc. | 1,200 | $182.0K | 0.00% | −24,937−95.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $177.0K | 0.06% | +1,168 | New |
| Harbor Investment Advisory, LLC | 1,134 | $172.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,120 | $170.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,118 | $170.0K | 0.10% | +528+89.5% | Added |
| Massmutual Trust Co FSB | 1,109 | $168.0K | 0.01% | −63−5.4% | Reduced |
| Garde Capital, Inc. | 1,070 | $162.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,070 | $162.0K | 0.01% | +3+0.3% | Added |
| IFP Advisors, Inc | 1,070 | $162.0K | 0.00% | +17+1.6% | Added |
| American State Bank (Iowa) | 1,035 | $156.7K | 0.12% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 986 | $149.0K | 0.22% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 976 | $148.0K | 0.03% | +2+0.2% | Added |
| BerganKDV Wealth Management, LLC | 947 | $143.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 933 | $141.0K | 0.04% | −4−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 933 | $141.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 914 | $140.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 916 | $139.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 908 | $137.0K | 0.01% | +8+0.9% | Added |
| Kelly Lawrence W & Associates Inc | 900 | $136.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 847 | $128.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 815 | $123.4K | 0.07% | −113,839−99.3% | Reduced |
| Webster Bank, N. A. | 811 | $123.0K | 0.01% | +14+1.8% | Added |
| Prestige Wealth Management Group LLC | 795 | $121.0K | 0.03% | +150+23.3% | Added |
| Consolidated Planning Corp | 777 | $118.0K | 0.08% | +777 | New |
| Ninety One SA (PTY) Ltd | 761 | $117.0K | 0.05% | +292+62.3% | Added |
| Bourgeon Capital Management LLC | 765 | $116.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 749 | $113.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 710 | $108.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 689 | $104.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 687 | $104.0K | 0.03% | +150+27.9% | Added |
| Tompkins Financial Corp | 649 | $98.0K | 0.02% | +649 | New |
| Bogart Wealth, LLC | 626 | $95.0K | 0.01% | +101+19.2% | Added |
| Advanced Research Investment Solutions, LLC | 602 | $91.2K | 0.05% | +602 | New |
| TD Ameritrade Investment Management, LLC | 734 | $84.0K | 0.00% | −268−26.7% | Reduced |
| First Manhattan Co | 534 | $80.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 521 | $79.0K | 0.01% | +21+4.2% | Added |
| Altshuler Shaham Ltd | 514 | $78.0K | 0.00% | −67−11.5% | Reduced |
| Perkins Coie Trust Co | 513 | $78.0K | 0.02% | 00.0% | Unchanged |
| Security National Trust Co | 545 | $77.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 510 | $77.0K | 0.05% | +345+209.1% | Added |
| Solstein Capital, LLC | 503 | $76.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $76.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 503 | $76.0K | 0.01% | +324+181.0% | Added |
| Fred Alger Management, LLC | 490 | $74.0K | 0.00% | +321+189.9% | Added |
| Concord Wealth Partners | 481 | $73.0K | 0.03% | −444−48.0% | Reduced |
| Lindbrook Capital, LLC | 480 | $73.0K | 0.02% | +18+3.9% | Added |
| Column Capital Advisors, LLC | 453 | $69.0K | 0.01% | −56−11.0% | Reduced |
| First Horizon Advisors, Inc. | 464 | $69.0K | 0.00% | +388+510.5% | Added |
| Islay Capital Management, LLC | 450 | $68.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 437 | $66.0K | 0.03% | +1+0.2% | Added |
| Gradient Investments LLC | 430 | $65.0K | 0.00% | −9−2.1% | Reduced |
| Evolution Wealth Advisors, LLC | 428 | $65.0K | 0.01% | +167+64.0% | Added |
| Glen Eagle Advisors, LLC | 425 | $64.4K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 424 | $64.0K | 0.01% | +1+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 408 | $61.0K | 0.01% | +2+0.5% | Added |
| Gemmer Asset Management LLC | 406 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 406 | $61.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $61.0K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 349 | $58.0K | 0.03% | +349 | New |
| Versant Capital Management, Inc | 378 | $57.0K | 0.02% | −19−4.8% | Reduced |
| Koshinski Asset Management, Inc. | 366 | $55.4K | 0.00% | +366 | New |
| Sargent Bickham Lagudis LLC | 362 | $55.0K | 0.00% | +159+78.3% | Added |
| Silvant Capital Management LLC | 358 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 350 | $53.0K | 0.00% | −50−12.5% | Reduced |
| Tarbox Family Office, Inc. | 348 | $53.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 349 | $53.0K | 0.00% | +136+63.8% | Added |
| Benjamin Edwards Inc | 343 | $52.0K | 0.03% | +343 | New |
| D'Orazio & Associates, Inc. | 341 | $52.0K | 0.01% | +341 | New |
| McClarren Financial Advisors, Inc. | 328 | $49.0K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $47.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 305 | $46.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $45.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 297 | $45.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 294 | $44.0K | 0.00% | −18−5.8% | Reduced |
| Johnson Financial Group, Inc. | 278 | $42.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 277 | $42.0K | 0.00% | +77+38.5% | Added |
| Tortoise Investment Management, LLC | 260 | $39.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 254 | $38.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 245 | $37.0K | 0.00% | +31+14.5% | Added |
| Newbridge Financial Services Group, Inc. | 238 | $36.0K | 0.02% | +5+2.1% | Added |
| Bell Investment Advisors, Inc | 239 | $36.0K | 0.01% | +239 | New |
| Piscataqua Savings Bank | 229 | $35.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 228 | $34.0K | 0.01% | +228 | New |
| Earnest Partners LLC | 220 | $33.0K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 726 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 208 | $31.0K | 0.00% | −2,485−92.3% | Reduced |
| Investors Research Corp | 207 | $31.0K | 0.01% | −21−9.2% | Reduced |