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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 23,203 | $3.51M | 0.49% | +279+1.2% | Added |
| NBW Capital LLC | 23,179 | $3.51M | 0.85% | −22,519−49.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,011 | $3.48M | 0.07% | −82−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 22,813 | $3.46M | 0.03% | −1,708−7.0% | Reduced |
| E. Ohman J:or Asset Management AB | 22,624 | $3.43M | 0.11% | +200+0.9% | Added |
| South Dakota Investment Council | 22,140 | $3.35M | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.33M | 1.41% | +22,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 21,852 | $3.31M | 0.23% | +390+1.8% | Added |
| Sumitomo Life Insurance Co | 21,832 | $3.31M | 0.09% | +5,703+35.4% | Added |
| Veritable, L.P. | 20,980 | $3.18M | 0.05% | +231+1.1% | Added |
| Banque Cantonale Vaudoise | 20,886 | $3.16M | 0.14% | −954−4.4% | Reduced |
| Pensionfund Sabic | 20,700 | $3.13M | 0.66% | 00.0% | Unchanged |
| Souders Financial Advisors | 20,651 | $3.13M | 1.01% | +204+1.0% | Added |
| Close Asset Management Ltd | 20,515 | $3.11M | 0.15% | +8,458+70.2% | Added |
| O'Shaughnessy Asset Management, LLC | 20,440 | $3.10M | 0.06% | +4,519+28.4% | Added |
| MD Financial Management Inc. | 20,411 | $3.09M | 0.08% | +1,014+5.2% | Added |
| RBF Capital, LLC | 20,000 | $3.03M | 0.17% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 19,533 | $2.96M | 0.04% | +19,533 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,394 | $2.94M | 0.05% | +174+0.9% | Added |
| 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 |
| Bokf, NA | 19,139 | $2.90M | 0.05% | +19,139 | New |
| First Mercantile Trust Co | 19,133 | $2.90M | 0.38% | −2,231−10.4% | Reduced |
| Panagora Asset Management Inc | 19,027 | $2.88M | 0.02% | −80.0% | Reduced |
| Trexquant Investment LP | 18,859 | $2.86M | 0.23% | +18,859 | New |
| Capital Planning Advisors, LLC | 18,269 | $2.77M | 0.57% | +104+0.6% | Added |
| Essex LLC | 18,178 | $2.75M | 0.76% | +18,178 | New |
| Apollon Wealth Management, LLC | 17,567 | $2.66M | 0.36% | +3,054+21.0% | Added |
| Northwest Investment Counselors, LLC | 17,472 | $2.65M | 0.74% | −1,040−5.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,397 | $2.63M | 1.32% | −449−2.5% | Reduced |
| Advisor Partners LLC | 17,364 | $2.63M | 0.18% | −404−2.3% | Reduced |
| Norinchukin Bank, The | 16,975 | $2.57M | 0.04% | +1,479+9.5% | Added |
| Mechanics Bank Trust Department | 16,726 | $2.53M | 0.41% | +504+3.1% | Added |
| 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 |
| Snowden Capital Advisors LLC | 16,233 | $2.46M | 0.12% | −1,293−7.4% | Reduced |
| Van Eck Associates Corp | 16,048 | $2.43M | 0.01% | +529+3.4% | Added |
| Regions Financial Corp | 15,978 | $2.42M | 0.02% | +970+6.5% | Added |
| Reilly Financial Advisors, LLC | 15,713 | $2.38M | 0.20% | −890−5.4% | Reduced |
| Point72 Hong Kong Ltd | 15,706 | $2.38M | 0.18% | +15,706 | New |
| Cigna Investments Inc | 15,642 | $2.37M | 0.18% | −296−1.9% | Reduced |
| Banco Santander, S.A. | 15,607 | $2.36M | 0.01% | +14,149+970.4% | Added |
| River Wealth Advisors LLC | 15,510 | $2.35M | 0.40% | +983+6.8% | Added |
| Everence Capital Management Inc | 15,390 | $2.33M | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,291 | $2.32M | 0.06% | −196−1.3% | Reduced |
| HBK Sorce Advisory LLC | 15,271 | $2.31M | 0.13% | −66−0.4% | Reduced |
| Marshall Wace North America L.P. | 15,218 | $2.31M | 0.01% | +15,218 | New |
| Sciencast Management LP | 14,645 | $2.29M | 0.65% | +14,645 | New |
| KCS Wealth Advisory | 15,020 | $2.27M | 1.08% | +184+1.2% | Added |
| Allstate Corp | 14,946 | $2.26M | 0.09% | −868−5.5% | Reduced |
| JustInvest LLC | 14,892 | $2.25M | 0.20% | +1,944+15.0% | Added |
| Alerus Financial NA | 14,741 | $2.23M | 0.20% | −46−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 14,730 | $2.23M | 0.01% | +14,730 | New |
| Welch & Forbes LLC | 14,720 | $2.23M | 0.04% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 14,607 | $2.21M | 0.68% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,551 | $2.20M | 0.02% | +1,869+14.7% | Added |
| Illinois Municipal Retirement Fund | 14,539 | $2.20M | 0.08% | +1,026+7.6% | Added |
| Pitcairn Co | 14,437 | $2.19M | 0.15% | −1,405−8.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,431 | $2.19M | 0.72% | −988−6.4% | Reduced |
| Logan Capital Management Inc | 14,375 | $2.18M | 0.10% | −18,052−55.7% | Reduced |
| IBM Retirement Fund | 14,364 | $2.17M | 0.17% | +26+0.2% | Added |
| Lido Advisors, LLC | 13,909 | $2.11M | 0.05% | +18+0.1% | Added |
| Argent Trust Co | 13,482 | $2.04M | 0.13% | −320−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,476 | $2.04M | 0.37% | +13,476 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 13,402 | $2.03M | 0.21% | +166+1.3% | Added |
| Wolverine Trading, LLC | 13,090 | $2.02M | 0.04% | −7,797−37.3% | Reduced |
| Squarepoint Ops LLC | 13,288 | $2.01M | 0.01% | +5,921+80.4% | Added |
| Lincoln National Corp | 13,145 | $1.99M | 0.04% | +30+0.2% | Added |
| Beacon Pointe Advisors, LLC | 13,042 | $1.98M | 0.05% | −2,795−17.6% | Reduced |
| Heritage Wealth Advisors | 12,914 | $1.96M | 0.12% | −1,794−12.2% | Reduced |
| Bessemer Group Inc | 12,582 | $1.90M | 0.00% | +183+1.5% | Added |
| Occidental Asset Management, LLC | 12,551 | $1.90M | 0.49% | +596+5.0% | Added |
| HighPoint Advisor Group LLC | 12,411 | $1.88M | 0.18% | −265−2.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 12,357 | $1.87M | 0.73% | −3,354−21.3% | Reduced |
| 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 |
| Redpoint Investment Management Pty Ltd | 12,174 | $1.84M | 0.16% | −45−0.4% | 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 |
| Dumont & Blake Investment Advisors LLC | 12,036 | $1.82M | 0.52% | −115−0.9% | Reduced |
| Fiduciary Trust Co | 12,019 | $1.82M | 0.03% | −229−1.9% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $1.82M | 0.85% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11,976 | $1.81M | 0.77% | 00.0% | Unchanged |
| World Asset Management Inc | 11,862 | $1.80M | 0.18% | −986−7.7% | Reduced |
| AE Wealth Management LLC | 11,763 | $1.78M | 0.01% | +20.0% | Added |
| Tealwood Asset Management Inc | 11,652 | $1.76M | 0.71% | +11,652 | New |
| Federated Hermes, Inc. | 11,621 | $1.76M | 0.00% | −298−2.5% | Reduced |
| Pathstone Family Office, LLC | 11,594 | $1.75M | 0.05% | +3,434+42.1% | Added |
| Venture Visionary Partners LLC | 11,593 | $1.75M | 0.12% | −1,451−11.1% | Reduced |
| Vontobel Holding Ltd. | 11,547 | $1.75M | 0.02% | +4,250+58.2% | Added |
| Strategic Investment Advisors | 11,480 | $1.74M | 0.38% | +1,093+10.5% | Added |
| Edmond de Rothschild Holding S.A. | 11,423 | $1.73M | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 11,400 | $1.73M | 0.34% | −234−2.0% | Reduced |
| RMR Wealth Builders | 11,319 | $1.71M | 0.50% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,303 | $1.71M | 0.01% | +1,468+14.9% | Added |
| Fieldpoint Private Securities, LLC | 11,158 | $1.69M | 0.37% | +54+0.5% | Added |
| Fayez Sarofim & Co | 11,150 | $1.69M | 0.01% | −40−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 10,247 | $1.67M | 0.06% | −800−7.2% | Reduced |
| Cresset Asset Management, LLC | 10,988 | $1.66M | 0.02% | +989+9.9% | Added |
| SRB Corp | 10,962 | $1.66M | 0.10% | −2,996−21.5% | Reduced |