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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 3,250 | $492.0K | 0.10% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,248 | $492.0K | 0.18% | +197+6.5% | Added |
| Cullen/Frost Bankers, Inc. | 3,240 | $491.0K | 0.01% | −114−3.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $491.0K | 0.11% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,242 | $491.0K | 0.14% | +15+0.5% | Added |
| Opus Capital Group, LLC | 3,239 | $490.0K | 0.11% | −1,100−25.4% | Reduced |
| Blueprint Investment Partners LLC | 3,226 | $489.0K | 0.24% | +973+43.2% | Added |
| Moors & Cabot, Inc. | 3,220 | $485.0K | 0.03% | −209−6.1% | Reduced |
| Tower Bridge Advisors | 3,200 | $484.6K | 0.03% | −200−5.9% | Reduced |
| REDW Wealth LLC | 3,190 | $483.0K | 0.15% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,179 | $482.0K | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,150 | $477.0K | 0.04% | +3,150 | New |
| Personal Cfo Solutions, LLC | 3,130 | $474.0K | 0.10% | −8−0.3% | Reduced |
| Stockman Wealth Management, Inc. | 3,113 | $471.0K | 0.10% | +28+0.9% | Added |
| Defined Wealth Management, LLC | 3,095 | $469.0K | 0.42% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3,082 | $467.0K | 0.33% | −66−2.1% | Reduced |
| Waller Financial Planning Group, Inc | 3,060 | $463.0K | 0.12% | +11+0.4% | Added |
| Dowling & Yahnke LLC | 3,048 | $462.0K | 0.03% | +1,056+53.0% | Added |
| Kore Private Wealth LLC | 3,047 | $461.0K | 0.05% | +330+12.1% | Added |
| Israel Discount Bank of New York | 3,028 | $458.0K | 0.31% | +3,028 | New |
| Park Avenue Securities LLC | 3,018 | $457.0K | 0.01% | +250+9.0% | Added |
| Capital Advisors Inc | 3,004 | $455.0K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,991 | $453.0K | 0.02% | +241+8.8% | Added |
| NuWave Investment Management, LLC | 2,977 | $451.0K | 0.52% | +2,977 | New |
| Quantamental Technologies LLC | 2,973 | $450.0K | 0.30% | +2,973 | New |
| National Asset Management, Inc. | 2,961 | $447.0K | 0.01% | −718−19.5% | Reduced |
| Ruffer LLP | 2,900 | $445.0K | 0.01% | −500−14.7% | Reduced |
| NorthRock Partners, LLC | 2,937 | $445.0K | 0.04% | +381+14.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,925 | $443.0K | 0.03% | −550−15.8% | Reduced |
| Bollard Group LLC | 2,928 | $443.0K | 0.01% | +10+0.3% | Added |
| Putnam Investments LLC | 2,900 | $439.0K | 0.00% | +12+0.4% | Added |
| Dodge & Cox | 2,860 | $433.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,859 | $433.0K | 0.02% | +133+4.9% | Added |
| Cahaba Wealth Management, Inc. | 2,847 | $431.0K | 0.06% | +2,847 | New |
| Accurate Wealth Management, LLC | 2,611 | $415.0K | 0.36% | +455+21.1% | Added |
| Engine No. 1 LLC | 2,739 | $415.0K | 0.11% | +1,120+69.2% | Added |
| Glassman Wealth Services | 2,729 | $413.0K | 0.09% | +28+1.0% | Added |
| Neo Ivy Capital Management | 3,817 | $410.0K | 0.47% | +3,817 | New |
| Toews Corp | 2,700 | $409.0K | 0.05% | +2,700 | New |
| Fulton Bank, N.A. | 2,694 | $408.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,680 | $406.0K | 0.01% | +78+3.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,670 | $404.0K | 0.04% | −212−7.4% | Reduced |
| Sutton Wealth Advisors Inc. | 2,657 | $402.4K | 0.15% | +10.0% | Added |
| Krane Funds Advisors LLC | 2,653 | $402.0K | 0.01% | +2,653 | New |
| Twin Focus Capital Partners, LLC | 2,643 | $400.0K | 0.09% | +2,643 | New |
| Ballentine Partners, LLC | 2,636 | $399.0K | 0.01% | +5+0.2% | Added |
| Reliant Investment Management, LLC | 2,621 | $397.0K | 0.20% | 00.0% | Unchanged |
| Boston Research & Management Inc | 2,620 | $396.0K | 0.12% | 00.0% | Unchanged |
| DF Dent & Co Inc | 2,611 | $395.0K | 0.00% | −25−0.9% | Reduced |
| EagleClaw Capital Managment, LLC | 2,607 | $395.0K | 0.10% | +2,607 | New |
| Seven Eight Capital, LP | 2,594 | $393.0K | 0.04% | +2,594 | New |
| Westover Capital Advisors, LLC | 2,591 | $392.0K | 0.12% | −8−0.3% | Reduced |
| MAI Capital Management | 2,557 | $387.0K | 0.01% | +191+8.1% | Added |
| Walter & Keenan Financial Consulting Co | 2,550 | $386.0K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,529 | $383.0K | 0.03% | +2,529 | New |
| SOL Capital Management CO | 2,520 | $382.0K | 0.08% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,510 | $380.0K | 0.15% | −140−5.3% | Reduced |
| ARS Investment Partners, LLC | 2,453 | $371.0K | 0.04% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,443 | $370.0K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $369.0K | 0.36% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,409 | $365.0K | 0.07% | +449+22.9% | Added |
| Gsa Capital Partners LLP | 2,397 | $363.0K | 0.04% | +2,397 | New |
| Cetera Advisors LLC | 2,388 | $362.0K | 0.01% | +585+32.4% | Added |
| Powell Investment Advisors, LLC | 2,350 | $356.0K | 0.22% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,352 | $356.0K | 0.02% | +150+6.8% | Added |
| Coldstream Capital Management Inc | 3,092 | $355.0K | 0.02% | −333−9.7% | Reduced |
| Bridgefront Capital, LLC | 2,343 | $355.0K | 0.37% | +2,343 | New |
| Pinnacle Associates Ltd | 2,317 | $351.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,315 | $351.0K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,320 | $351.0K | 0.02% | +46+2.0% | Added |
| Wealthsource Partners, LLC | 2,304 | $349.0K | 0.03% | +578+33.5% | Added |
| Meiji Yasuda Life Insurance Co | 2,296 | $348.0K | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,292 | $347.0K | 0.18% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,285 | $345.0K | 0.05% | +544+31.2% | Added |
| Fulcrum Asset Management LLP | – | $340.0K | 0.17% | – | – |
| Abbrea Capital, LLC | 2,248 | $340.0K | 0.05% | 00.0% | Unchanged |
| Graypoint LLC | 2,248 | $340.0K | 0.04% | +54+2.5% | Added |
| X-Square Capital, LLC | 2,242 | $340.0K | 0.18% | +459+25.7% | Added |
| Davy Global Fund Management Ltd | 2,223 | $337.0K | 0.05% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $336.9K | 0.04% | +340+18.0% | Added |
| Gilbert & Cook, Inc. | 2,222 | $336.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,212 | $335.0K | 0.03% | −1,124−33.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,382 | $335.0K | 0.04% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 2,203 | $334.0K | 0.04% | 00.0% | Unchanged |
| Destination Wealth Management | 2,199 | $333.0K | 0.01% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,190 | $332.0K | 0.16% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,191 | $332.0K | 0.02% | +143+7.0% | Added |
| Cypress Capital Group | 2,180 | $330.0K | 0.04% | −100−4.4% | Reduced |
| Geller Advisors LLC | 2,166 | $328.0K | 0.07% | +37+1.7% | Added |
| AdvisorNet Financial, Inc | 2,146 | $325.0K | 0.02% | +20+0.9% | Added |
| Stephens Inc | 2,132 | $323.0K | 0.00% | −3,501−62.2% | Reduced |
| FFT Wealth Management LLC | 2,123 | $321.0K | 0.03% | +33+1.6% | Added |
| Proficio Capital Partners LLC | 2,104 | $319.0K | 0.04% | −111−5.0% | Reduced |
| BSW Wealth Partners | 2,102 | $318.0K | 0.09% | +2,102 | New |
| Teza Capital Management LLC | 2,097 | $318.0K | 0.15% | +2,097 | New |
| Eqis Capital Management, Inc. | 2,084 | $316.0K | 0.02% | −31−1.5% | Reduced |
| Yorktown Management & Research Co Inc | 2,090 | $316.0K | 0.24% | 00.0% | Unchanged |
| Bank of the West | 2,088 | $316.0K | 0.03% | +52+2.6% | Added |
| Driehaus Capital Management LLC | 2,080 | $315.0K | 0.00% | +2,080 | New |
| Pointe Capital Management LLC | 2,076 | $314.0K | 0.22% | +517+33.2% | Added |