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 |
|---|---|---|---|---|---|
| DSM Capital Partners LLC | 5,810 | $880.0K | 0.01% | −3,030−34.3% | Reduced |
| Symmetry Partners, LLC | 5,644 | $872.0K | 0.06% | −1,055−15.7% | Reduced |
| Exane Derivatives | 5,700 | $863.1K | 0.22% | +5,700 | New |
| Heartland Bank & Trust Co | 5,570 | $843.0K | 0.73% | +5,570 | New |
| Mercer Capital Advisers, Inc. | 5,546 | $840.0K | 0.45% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,510 | $834.0K | 0.01% | −116−2.1% | Reduced |
| Quadrant Capital Group LLC | 5,509 | $834.0K | 0.12% | +101+1.9% | Added |
| Tdam USA Inc. | 5,459 | $827.0K | 0.05% | +674+14.1% | Added |
| Wealth Alliance | 5,445 | $825.0K | 0.19% | −44−0.8% | Reduced |
| Ashfield Capital Partners, LLC | 5,422 | $821.0K | 0.06% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 5,285 | $800.0K | 0.33% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,234 | $793.0K | 0.01% | +5,234 | New |
| Diversified Trust Co | 5,228 | $792.0K | 0.03% | +5,228 | New |
| United Capital Financial Advisers, LLC | 5,221 | $791.0K | 0.00% | −355−6.4% | Reduced |
| Pegasus Partners Ltd. | 5,215 | $790.0K | 0.14% | −427−7.6% | Reduced |
| Regents of the University of California | 5,200 | $787.0K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,196 | $787.0K | 0.07% | +214+4.3% | Added |
| Capital Asset Advisory Services LLC | 5,170 | $783.0K | 0.09% | +1,802+53.5% | Added |
| Optimal Asset Management, Inc. | 5,100 | $772.0K | 0.10% | 00.0% | Unchanged |
| Truehand, Inc | 5,073 | $768.0K | 0.45% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,045 | $764.0K | 0.20% | +411+8.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,999 | $757.0K | 0.34% | +4,999 | New |
| Orion Portfolio Solutions, LLC | 4,986 | $755.0K | 0.03% | +333+7.2% | Added |
| Checchi Capital Advisers, LLC | 4,942 | $748.0K | 0.09% | +134+2.8% | Added |
| Kalos Management, Inc. | 4,564 | $748.0K | 0.21% | +87+1.9% | Added |
| Kestra Private Wealth Services, LLC | 4,915 | $744.0K | 0.04% | +28+0.6% | Added |
| Trust Asset Management LLC | 4,916 | $744.0K | 0.10% | +326+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,910 | $743.0K | 0.01% | −305−5.8% | Reduced |
| Jarislowsky, Fraser Ltd | 4,900 | $742.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,877 | $738.5K | 0.04% | −76−1.5% | Reduced |
| Personal Wealth Partners | 4,872 | $738.0K | 0.31% | 00.0% | Unchanged |
| Norway Savings Bank | 4,861 | $736.0K | 0.35% | +519+12.0% | Added |
| Gateway Investment Advisers LLC | 4,849 | $734.0K | 0.01% | −240−4.7% | Reduced |
| SFMG, LLC | 4,826 | $731.0K | 0.08% | −45−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 4,800 | $726.0K | 0.19% | 00.0% | Unchanged |
| Arden Trust Co | 4,726 | $716.0K | 0.12% | −37−0.8% | Reduced |
| Sentry Investment Management LLC | 4,714 | $714.0K | 0.21% | −248−5.0% | Reduced |
| Icon Advisers Inc | 4,700 | $712.0K | 0.12% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,680 | $709.0K | 0.02% | +397+9.3% | Added |
| Oppenheimer & Co Inc | 4,662 | $706.0K | 0.01% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 4,611 | $698.0K | 0.26% | −666−12.6% | Reduced |
| Eudaimonia Partners, LLC | 4,608 | $698.0K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 4,598 | $696.0K | 0.02% | −1,570−25.5% | Reduced |
| Fosun International Ltd | 4,507 | $696.0K | 0.04% | 00.0% | Unchanged |
| Strid Group, LLC | 4,584 | $694.0K | 0.16% | 00.0% | Unchanged |
| Proequities, Inc. | 4,569 | $692.0K | 0.04% | −91−2.0% | Reduced |
| Meeder Asset Management Inc | 4,559 | $690.0K | 0.04% | +228+5.3% | Added |
| Tokio Marine Asset Management Co Ltd | 4,450 | $674.0K | 0.06% | +815+22.4% | Added |
| JGP Wealth Management, LLC | 4,433 | $671.0K | 0.14% | +346+8.5% | Added |
| NewEdge Wealth, LLC | 4,426 | $670.0K | 0.04% | −1,474−25.0% | Reduced |
| Csenge Advisory Group | 4,317 | $665.0K | 0.06% | +50+1.2% | Added |
| Parallel Advisors, LLC | 4,383 | $664.0K | 0.03% | +501+12.9% | Added |
| Integrated Advisors Network LLC | 4,341 | $657.0K | 0.04% | +2,695+163.7% | Added |
| VeraBank, N.A. | 4,320 | $654.0K | 0.37% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,260 | $645.0K | 0.03% | +77+1.8% | Added |
| Hilltop Holdings Inc. | 4,234 | $641.0K | 0.07% | +91+2.2% | Added |
| Financial Counselors Inc | 4,207 | $637.0K | 0.01% | −594−12.4% | Reduced |
| Liontrust Investment Partners LLP | 4,200 | $636.0K | 0.01% | +4,200 | New |
| Duncker Streett & Co Inc | 4,200 | $636.0K | 0.12% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,131 | $626.0K | 0.06% | +50+1.2% | Added |
| King Luther Capital Management Corp | 4,120 | $624.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 4,091 | $617.0K | 0.05% | +4,091 | New |
| Robotti Robert | 4,000 | $606.0K | 0.14% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $605.0K | 0.35% | 00.0% | Unchanged |
| AGF Investments LLC | 3,984 | $603.0K | 0.06% | −416−9.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,950 | $598.0K | 0.03% | +3,950 | New |
| Summit Financial, LLC | 3,941 | $596.8K | 0.05% | +2,047+108.1% | Added |
| McAdam, LLC | 3,912 | $592.0K | 0.07% | +3,912 | New |
| Prospector Partners LLC | 3,900 | $591.0K | 0.08% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 3,891 | $589.0K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,890 | $589.0K | 0.05% | +650+20.1% | Added |
| American Portfolios Advisors | 3,878 | $587.3K | 0.02% | +326+9.2% | Added |
| Buckley Wealth Management, LLC | 3,868 | $586.0K | 0.19% | +324+9.1% | Added |
| Truefg, LLC | 3,500 | $584.0K | 0.26% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,772 | $571.0K | 0.14% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,766 | $570.3K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,747 | $567.0K | 0.06% | −27−0.7% | Reduced |
| Algert Global LLC | 3,741 | $566.0K | 0.08% | +3,741 | New |
| Hantz Financial Services, Inc. | 3,689 | $559.0K | 0.02% | +3,689 | New |
| D.A. Davidson & Co. | 3,640 | $551.0K | 0.01% | −37−1.0% | Reduced |
| Gofen & Glossberg LLC | 3,628 | $549.0K | 0.01% | −110−2.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,610 | $547.0K | 0.08% | −150−4.0% | Reduced |
| Stokes Family Office, LLC | 3,603 | $546.0K | 0.08% | +1,569+77.1% | Added |
| Noesis Capital Mangement Corp | 3,500 | $530.0K | 0.10% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,500 | $530.0K | 0.00% | +3,500 | New |
| Buckingham Strategic Wealth, LLC | 3,491 | $529.0K | 0.01% | +1,520+77.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,480 | $527.0K | 0.12% | +76+2.2% | Added |
| Rockland Trust Co | 3,471 | $526.0K | 0.04% | +1,323+61.6% | Added |
| Henshaw Capital LLC | 3,466 | $524.9K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,431 | $520.0K | 0.05% | +223+7.0% | Added |
| Contravisory Investment Management, Inc. | 3,418 | $518.0K | 0.16% | −24−0.7% | Reduced |
| Personal Capital Advisors Corp | 3,399 | $515.0K | 0.00% | +46+1.4% | Added |
| Avidian Wealth Solutions, LLC | 3,400 | $515.0K | 0.04% | +330+10.7% | Added |
| Arcus Capital Partners, LLC | 3,372 | $511.0K | 0.19% | +136+4.2% | Added |
| AXS Investments LLC | 3,372 | $511.0K | 0.19% | +3,372 | New |
| Domani Wealth, LLC | 3,340 | $506.0K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,340 | $506.0K | 0.32% | +3,340 | New |
| 44 Wealth Management LLC | 3,292 | $499.0K | 0.19% | −192−5.5% | Reduced |
| Bank of New Hampshire | 3,516 | $495.0K | 0.13% | 00.0% | Unchanged |
| Homrich & Berg | 3,251 | $492.0K | 0.01% | −303−8.5% | Reduced |