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 |
|---|---|---|---|---|---|
| Cumberland Partners Ltd | 50,565 | $7.66M | 0.63% | −1,760−3.4% | Reduced |
| Andra AP-fonden | 50,200 | $7.60M | 0.16% | +3,600+7.7% | Added |
| 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 |
| Washington Trust Bank | 48,604 | $7.36M | 0.86% | +48,604 | New |
| Westpac Banking Corp | 48,246 | $7.31M | 0.08% | −11,438−19.2% | Reduced |
| CIBC World Markets Inc. | 48,212 | $7.30M | 0.03% | +1,490+3.2% | Added |
| Hudson Valley Investment Advisors Inc | 47,954 | $7.26M | 1.25% | −394−0.8% | Reduced |
| Kinneret Advisory, LLC | 47,620 | $7.21M | 0.85% | 00.0% | Unchanged |
| Hartford Investment Management Co | 47,450 | $7.18M | 0.20% | −6,171−11.5% | Reduced |
| Private Advisor Group, LLC | 47,146 | $7.14M | 0.05% | +17,812+60.7% | Added |
| Atria Investments LLC | 46,739 | $7.08M | 0.13% | +2,040+4.6% | Added |
| Pacer Advisors, Inc. | 46,307 | $7.01M | 0.09% | +8,720+23.2% | Added |
| Oppenheimer Asset Management Inc. | 46,156 | $6.99M | 0.10% | −1,842−3.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 45,179 | $6.84M | 0.29% | +45,179 | New |
| Susquehanna Fundamental Investments, LLC | 44,518 | $6.74M | 0.12% | +44,518 | New |
| Quantbot Technologies LP | 44,241 | $6.70M | 0.49% | +44,241 | New |
| First Republic Investment Management, Inc. | 43,648 | $6.61M | 0.02% | +2,680+6.5% | Added |
| Securian Asset Management, Inc | 43,041 | $6.52M | 0.13% | −545−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 42,824 | $6.48M | 0.21% | +361+0.9% | Added |
| ING Groep NV | 42,533 | $6.44M | 0.08% | +767+1.8% | Added |
| Oregon Public Employees Retirement Fund | 42,198 | $6.39M | 0.07% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 40,577 | $6.14M | 0.83% | −650−1.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 40,400 | $6.12M | 0.31% | +40,400 | New |
| Brewin Dolphin Ltd | 40,223 | $6.09M | 0.25% | −299−0.7% | Reduced |
| Maryland State Retirement & Pension System | 38,747 | $6.00M | 0.17% | +626+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,082 | $5.92M | 0.01% | −1,478−3.6% | Reduced |
| Creative Planning | 39,036 | $5.91M | 0.01% | +3,809+10.8% | Added |
| Northcape Capital Pty Ltd | 38,456 | $5.82M | 0.62% | −339−0.9% | Reduced |
| Aigen Investment Management, LP | 38,336 | $5.80M | 1.11% | +38,336 | New |
| Vident Investment Advisory, LLC | 38,315 | $5.80M | 0.18% | +1,817+5.0% | Added |
| DuPont Capital Management Corp | 38,189 | $5.78M | 0.18% | +174+0.5% | Added |
| Capital International Sarl | 37,920 | $5.74M | 0.51% | −696−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 36,826 | $5.58M | 0.23% | +1,287+3.6% | Added |
| Achmea Investment Management B.V. | 36,359 | $5.51M | 0.17% | −9,253−20.3% | Reduced |
| Bennett Selby Investments LP | 36,280 | $5.49M | 3.59% | +103+0.3% | Added |
| Candriam Luxembourg S.C.A. | 36,157 | $5.47M | 0.04% | −2,009−5.3% | Reduced |
| M&T Bank Corp | 35,948 | $5.44M | 0.02% | −1,177−3.2% | Reduced |
| Elo Mutual Pension Insurance Co | 35,628 | $5.39M | 0.17% | 00.0% | Unchanged |
| Blair William & Co | 35,322 | $5.35M | 0.02% | +3,041+9.4% | Added |
| Auxier Asset Management | 35,177 | $5.33M | 0.90% | −185−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 34,993 | $5.30M | 0.54% | +597+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 34,691 | $5.25M | 1.34% | −35−0.1% | Reduced |
| BBVA USA | 34,686 | $5.25M | 0.31% | −1,441−4.0% | Reduced |
| Tower View Investment Management & Research LLC | 34,449 | $5.22M | 2.89% | +389+1.1% | Added |
| Wealthfront Advisers LLC | 34,409 | $5.21M | 0.02% | +8,802+34.4% | Added |
| Churchill Management Corp | 33,812 | $5.12M | 0.08% | +1,408+4.3% | Added |
| HAP Trading, LLC | 33,698 | $5.10M | 0.38% | +17,399+106.7% | Added |
| Gotham Asset Management, LLC | 33,362 | $5.05M | 0.21% | −3,522−9.5% | Reduced |
| Caption Management, LLC | 33,290 | $5.04M | 0.33% | +22,290+202.6% | Added |
| New Mexico Educational Retirement Board | 33,241 | $5.03M | 0.18% | −600−1.8% | Reduced |
| Engineers Gate Manager LP | 32,913 | $4.98M | 0.28% | +26,645+425.1% | Added |
| Xponance, Inc. | 32,872 | $4.98M | 0.09% | −2,459−7.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 32,720 | $4.95M | 1.14% | −5,400−14.2% | Reduced |
| Crossmark Global Holdings, Inc. | 32,309 | $4.89M | 0.11% | +47+0.1% | Added |
| Parcion Private Wealth LLC | 29,526 | $4.78M | 0.42% | −159−0.5% | Reduced |
| Louisiana State Employees Retirement System | 31,500 | $4.77M | 0.12% | −200−0.6% | Reduced |
| Stokes Capital Advisors, LLC | 31,341 | $4.75M | 1.53% | −655−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 31,174 | $4.72M | 0.32% | +748+2.5% | Added |
| Twinbeech Capital LP | 30,742 | $4.66M | 0.33% | +30,742 | New |
| Richard Bernstein Advisors LLC | 30,642 | $4.64M | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 30,370 | $4.60M | 0.03% | −3,350−9.9% | Reduced |
| Kentucky Retirement Systems | 29,985 | $4.54M | 0.21% | +373+1.3% | Added |
| MU Investments Co., Ltd. | 29,350 | $4.53M | 4.86% | 00.0% | Unchanged |
| WBI Investments | 30,457 | $4.49M | 0.75% | +30,457 | New |
| BNC Wealth Management, LLC | 29,589 | $4.48M | 2.66% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 29,420 | $4.46M | 0.25% | +29,420 | New |
| Triasima Portfolio Management inc. | 29,400 | $4.45M | 0.24% | +10,965+59.5% | Added |
| Daiwa Securities Group Inc. | 28,941 | $4.38M | 0.03% | +1,256+4.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 28,911 | $4.38M | 1.55% | +28,911 | New |
| Te Ahumairangi Investment Management Ltd | 28,906 | $4.38M | 0.60% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 28,810 | $4.36M | 0.19% | +2,231+8.4% | Added |
| Simplex Trading, LLC | 30,377 | $4.32M | 0.15% | +1,725+6.0% | Added |
| Corient Capital Partners, LLC | 27,972 | $4.24M | 0.31% | +2,741+10.9% | Added |
| Becker Capital Management Inc | 27,236 | $4.12M | 0.17% | −966−3.4% | Reduced |
| Olstein Capital Management, L.P. | 27,000 | $4.09M | 0.50% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.09M | 0.55% | 00.0% | Unchanged |
| Harrington Investments, INC | 26,991 | $4.09M | 2.36% | −115−0.4% | Reduced |
| Ethic Inc. | 26,968 | $4.08M | 0.42% | +5,206+23.9% | Added |
| Citizens Financial Group Inc | 26,819 | $4.06M | 0.15% | −2,870−9.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,685 | $4.04M | 0.01% | +722+2.8% | Added |
| Regentatlantic Capital LLC | 26,181 | $3.96M | 0.12% | +2,608+11.1% | Added |
| Bonness Enterprises Inc | 25,800 | $3.91M | 1.99% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 25,611 | $3.89M | 0.15% | −144−0.6% | Reduced |
| O'Shares Investment Advisers, LLC | 25,503 | $3.86M | 0.28% | −36,889−59.1% | Reduced |
| Distillate Capital Partners LLC | 25,467 | $3.86M | 1.03% | +483+1.9% | Added |
| Bridgewater Associates, LP | 25,369 | $3.84M | 0.02% | +23,802+1,519.0% | Added |
| Aptus Capital Advisors, LLC | 25,131 | $3.81M | 0.15% | +3,698+17.3% | Added |
| NFJ Investment Group, LLC | 25,099 | $3.80M | 0.07% | −123,707−83.1% | Reduced |
| Icon Wealth Partners, LLC | 25,011 | $3.79M | 0.40% | +218+0.9% | Added |
| Oak Ridge Investments LLC | 24,837 | $3.76M | 0.33% | −617−2.4% | Reduced |
| Synovus Financial Corp | 24,779 | $3.75M | 0.04% | +3,950+19.0% | Added |
| Vectors Research Management, LLC | 24,714 | $3.74M | 0.88% | +873+3.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,701 | $3.74M | 0.14% | −135,234−84.6% | Reduced |
| HNP Capital LLC | 24,577 | $3.72M | 0.93% | +736+3.1% | Added |
| Seeyond | 24,147 | $3.66M | 0.35% | +10,556+77.7% | Added |
| Keybank National Association | 23,936 | $3.63M | 0.02% | +863+3.7% | Added |
| Kames Capital plc | 23,696 | $3.59M | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 23,649 | $3.58M | 0.03% | +3,832+19.3% | Added |
| Lafayette Investments, Inc. | 23,360 | $3.54M | 0.96% | −100−0.4% | Reduced |