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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 10,923 | $1.65M | 0.45% | +10,923 | New |
| Cary Street Partners Asset Management LLC | 10,915 | $1.65M | 0.58% | −345−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,787 | $1.63M | 0.20% | +10,787 | New |
| Advisory Services Network, LLC | 10,742 | $1.63M | 0.05% | +4,733+78.8% | Added |
| Banque Pictet & Cie SA | 10,600 | $1.60M | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,546 | $1.60M | 0.03% | +10,546 | New |
| Charter Trust Co | 10,423 | $1.58M | 0.15% | −300−2.8% | Reduced |
| First National Trust Co | 10,246 | $1.55M | 0.09% | +462+4.7% | Added |
| Roosevelt Investment Group LLC | 10,158 | $1.54M | 0.10% | +564+5.9% | Added |
| Jump Financial, LLC | 10,114 | $1.53M | 0.11% | +10,114 | New |
| Chesley Taft & Associates LLC | 10,095 | $1.53M | 0.09% | −95−0.9% | Reduced |
| Hartline Investment Corp | 10,000 | $1.51M | 0.21% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10,000 | $1.51M | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,893 | $1.50M | 0.10% | −48−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,835 | $1.49M | 0.10% | −387−3.8% | Reduced |
| Altium Wealth Management LLC | 9,819 | $1.49M | 0.11% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 9,750 | $1.48M | 0.69% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,584 | $1.45M | 0.01% | −365−3.7% | Reduced |
| Grimes & Company, Inc. | 9,487 | $1.44M | 0.06% | +50+0.5% | Added |
| Horizon Investments, LLC | 9,457 | $1.43M | 0.04% | +6,335+202.9% | Added |
| CX Institutional | 9,360 | $1.42M | 0.12% | −278−2.9% | Reduced |
| James Hambro & Partners | 9,186 | $1.39M | 0.10% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 9,094 | $1.38M | 0.21% | +194+2.2% | Added |
| Howland Capital Management LLC | 8,997 | $1.36M | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,967 | $1.36M | 0.36% | +8,967 | New |
| LS Investment Advisors, LLC | 8,896 | $1.35M | 0.17% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 8,884 | $1.34M | 0.07% | −204−2.2% | Reduced |
| Wimmer Associates 1, LLC | 8,821 | $1.34M | 0.79% | +20.0% | Added |
| Ieq Capital, LLC | 8,822 | $1.34M | 0.04% | +724+8.9% | Added |
| IndexIQ Advisors LLC | 8,738 | $1.32M | 0.04% | +409+4.9% | Added |
| Enterprise Bank & Trust Co | 8,662 | $1.31M | 0.52% | +180+2.1% | Added |
| Moneta Group Investment Advisors LLC | 8,578 | $1.30M | 0.06% | −20.0% | Reduced |
| Neville Rodie & Shaw Inc | 8,530 | $1.29M | 0.10% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 8,240 | $1.25M | 0.30% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 8,200 | $1.24M | 0.06% | −251−3.0% | Reduced |
| Assenagon Asset Management S.A. | 8,079 | $1.22M | 0.01% | +4,147+105.5% | Added |
| Zions Bancorporation, N.A. | 8,059 | $1.22M | 0.12% | +453+6.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,042 | $1.22M | 0.06% | +308+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 8,037 | $1.22M | 0.14% | −634−7.3% | Reduced |
| Alphasimplex Group, LLC | 8,039 | $1.22M | 1.01% | +1,334+19.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,011 | $1.21M | 0.08% | −500−5.9% | Reduced |
| HRT Financial LP | 7,972 | $1.21M | 0.01% | −48,183−85.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,964 | $1.21M | 0.02% | −8−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,947 | $1.20M | 0.23% | −808−9.2% | Reduced |
| Gladstone Institutional Advisory LLC | 7,947 | $1.20M | 0.12% | +2,295+40.6% | Added |
| Evercore Wealth Management, LLC | 7,929 | $1.20M | 0.02% | −500−5.9% | Reduced |
| Raymond James Trust N.A. | 7,875 | $1.19M | 0.04% | −166−2.1% | Reduced |
| Wetherby Asset Management Inc | 7,736 | $1.17M | 0.07% | +113+1.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.17M | 0.01% | −78−1.0% | Reduced |
| Pensionfund DSM Netherlands | 7,700 | $1.17M | 0.15% | −21,500−73.6% | Reduced |
| Peapack Gladstone Financial Corp | 7,629 | $1.16M | 0.02% | +4,929+182.6% | Added |
| HM Payson & Co | 7,618 | $1.15M | 0.03% | +164+2.2% | Added |
| United Bank | 7,593 | $1.15M | 0.73% | −63−0.8% | Reduced |
| Bartlett & Co. LLC | 7,525 | $1.14M | 0.02% | +652+9.5% | Added |
| Bartlett & Co. Wealth Management LLC | 7,525 | $1.14M | 0.02% | +652+9.5% | Added |
| Cetera Advisor Networks LLC | 7,503 | $1.14M | 0.02% | +40+0.5% | Added |
| TCTC Holdings, LLC | 7,496 | $1.14M | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,490 | $1.13M | 0.09% | −425−5.4% | Reduced |
| Centiva Capital, LP | 7,463 | $1.13M | 0.09% | +3,369+82.3% | Added |
| Canandaigua National Corp | 7,441 | $1.13M | 0.18% | +262+3.6% | Added |
| Essex Investment Management Co LLC | 7,430 | $1.13M | 0.14% | −4,669−38.6% | Reduced |
| Profund Advisors LLC | 7,420 | $1.12M | 0.04% | −287−3.7% | Reduced |
| Trust Co of Toledo NA | 7,360 | $1.11M | 0.18% | −20.0% | Reduced |
| Wealthcare Advisory Partners LLC | 7,299 | $1.10M | 0.07% | +131+1.8% | Added |
| Deseret Mutual Benefit Administrators | 7,220 | $1.09M | 0.20% | +5,367+289.6% | Added |
| Ameritas Investment Partners, Inc. | 7,169 | $1.08M | 0.04% | −209−2.8% | Reduced |
| Veriti Management LLC | 7,162 | $1.08M | 0.15% | +260+3.8% | Added |
| Mission Wealth Management, LP | 7,150 | $1.08M | 0.06% | −218−3.0% | Reduced |
| XTX Topco Ltd | 7,144 | $1.08M | 0.36% | +7,144 | New |
| Citizens & Northern Corp | 7,067 | $1.07M | 0.41% | −257−3.5% | Reduced |
| Bowen Hanes & Co Inc | 7,009 | $1.06M | 0.03% | −16−0.2% | Reduced |
| West Paces Advisors Inc. | 6,843 | $1.04M | 0.36% | −229−3.2% | Reduced |
| Clearstead Advisors, LLC | 6,801 | $1.03M | 0.08% | +54+0.8% | Added |
| PFG Advisors | 6,797 | $1.03M | 0.12% | +145+2.2% | Added |
| Freestone Capital Holdings, LLC | 6,761 | $1.02M | 0.05% | +1,341+24.7% | Added |
| Toroso Investments, LLC | 6,721 | $1.02M | 0.04% | +1,487+28.4% | Added |
| Sawtooth Solutions, LLC | 6,716 | $1.02M | 0.16% | +1,084+19.2% | Added |
| US Asset Management LLC | 6,628 | $1.00M | 0.97% | +6,628 | New |
| Smithfield Trust Co | 6,600 | $1.00M | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6,590 | $998.0K | 0.28% | +4,728+253.9% | Added |
| Aries Wealth Management | 6,446 | $976.0K | 0.41% | −245−3.7% | Reduced |
| Allred Capital Management, LLC | 6,414 | $971.0K | 0.51% | −907−12.4% | Reduced |
| Greenleaf Trust | 6,414 | $971.0K | 0.01% | +312+5.1% | Added |
| Empirical Finance, LLC | 6,402 | $969.0K | 0.15% | +361+6.0% | Added |
| We Are One Seven, LLC | 5,808 | $969.0K | 0.12% | +1,831+46.0% | Added |
| Shelton Capital Management | 6,312 | $956.0K | 0.04% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 6,260 | $948.0K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,253 | $947.0K | 0.03% | +319+5.4% | Added |
| Capital Investment Advisors, LLC | 6,192 | $938.0K | 0.03% | +12+0.2% | Added |
| Venturi Wealth Management, LLC | 6,177 | $935.0K | 0.08% | +10+0.2% | Added |
| Boltwood Capital Management | 6,157 | $932.0K | 0.38% | −17−0.3% | Reduced |
| Ropes Wealth Advisors LLC | 6,157 | $932.0K | 0.15% | +294+5.0% | Added |
| Gries Financial LLC | 6,101 | $924.0K | 0.29% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,103 | $924.0K | 0.34% | +346+6.0% | Added |
| Moloney Securities Asset Management, LLC | 6,061 | $918.0K | 0.17% | +6,061 | New |
| Ferguson Wellman Capital Management, Inc | 5,914 | $896.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,905 | $894.2K | 0.04% | +196+3.4% | Added |
| Lester Murray Antman dba SimplyRich | 5,891 | $892.0K | 0.32% | +91+1.6% | Added |
| Brighton Jones LLC | 5,886 | $891.0K | 0.05% | −22−0.4% | Reduced |
| Bryn Mawr Trust Co | 5,841 | $884.0K | 0.03% | +1,200+25.9% | Added |