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 |
|---|---|---|---|---|---|
| Abner Herrman & Brock LLC | 2,042 | $309.0K | 0.04% | +9+0.4% | Added |
| Meridian Wealth Advisors, LLC | 2,038 | $309.0K | 0.09% | +4+0.2% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 2,003 | $309.0K | 0.04% | +51+2.6% | Added |
| Willow Creek Wealth Management Inc. | 2,029 | $307.0K | 0.07% | 00.0% | Unchanged |
| Surevest, LLC | 2,014 | $305.0K | 0.08% | +15+0.8% | Added |
| Creative Financial Designs Inc | 2,017 | $305.0K | 0.05% | +39+2.0% | Added |
| Chilton Investment Co LLC | 2,008 | $304.0K | 0.01% | +2,008 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,000 | $303.0K | 0.01% | −100−4.8% | Reduced |
| Advisory Alpha, LLC | 2,001 | $303.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $303.0K | 0.10% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,004 | $303.0K | 0.01% | +74+3.8% | Added |
| S&CO Inc | 2,000 | $302.0K | 0.02% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,985 | $301.0K | 0.06% | +7+0.4% | Added |
| Independence Bank of Kentucky | 1,980 | $300.0K | 0.13% | −1,660−45.6% | Reduced |
| Nicolet Bankshares Inc | 1,979 | $300.0K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,965 | $298.0K | 0.08% | +75+4.0% | Added |
| Atlas Private Wealth Management | 1,970 | $298.0K | 0.18% | +211+12.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $295.0K | 0.21% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,942 | $294.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 1,900 | $293.0K | 0.05% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $292.0K | 0.09% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,915 | $290.0K | 0.01% | −161−7.8% | Reduced |
| BBR Partners, LLC | 1,916 | $290.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,911 | $289.0K | 0.02% | +1,911 | New |
| Mark Stevens | 1,901 | $288.0K | 0.03% | −99−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,903 | $288.0K | 0.02% | +301+18.8% | Added |
| Parsons Capital Management Inc | 1,896 | $287.0K | 0.02% | 00.0% | Unchanged |
| Palladium Partners LLC | 1,891 | $286.0K | 0.01% | +1,891 | New |
| Curated Wealth Partners LLC | 1,883 | $285.0K | 0.16% | −185−8.9% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $285.0K | 0.13% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,885 | $285.0K | 0.09% | +1,885 | New |
| SeaCrest Wealth Management, LLC | 1,866 | $283.0K | 0.03% | −66−3.4% | Reduced |
| Samalin Investment Counsel, LLC | 1,866 | $283.0K | 0.18% | +1+0.1% | Added |
| Brookstone Capital Management | 1,790 | $282.0K | 0.01% | −13−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 1,846 | $280.0K | 0.00% | +143+8.4% | Added |
| SOA Wealth Advisors, LLC. | 1,847 | $279.0K | 0.07% | +9+0.5% | Added |
| Alera Investment Advisors, LLC | 1,835 | $278.0K | 0.08% | +6+0.3% | Added |
| Aaron Wealth Advisors | 1,838 | $278.0K | 0.08% | +343+22.9% | Added |
| Penserra Capital Management LLC | 1,830 | $277.0K | 0.01% | +181+11.0% | Added |
| Resources Management Corp | 1,800 | $273.0K | 0.04% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,800 | $273.0K | 0.05% | +1,547+611.5% | Added |
| Independent Advisor Alliance | 1,788 | $271.0K | 0.02% | +169+10.4% | Added |
| Ellevest, Inc. | 1,792 | $271.0K | 0.03% | +674+60.3% | Added |
| NBT Bank N A | 1,778 | $270.0K | 0.04% | +129+7.8% | Added |
| Integrated Wealth Concepts LLC | 1,751 | $265.0K | 0.01% | +1,751 | New |
| Tobam | 1,734 | $263.0K | 0.01% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,725 | $261.0K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,695 | $257.0K | 0.01% | −250−12.9% | Reduced |
| Asio Capital, LLC | 1,700 | $257.0K | 0.09% | −200−10.5% | Reduced |
| Comerica Securities,inc. | 1,697 | $257.0K | 0.02% | +99+6.2% | Added |
| FourThought Financial, LLC | 1,691 | $256.0K | 0.03% | −416−19.7% | Reduced |
| Kinloch Capital, LLC | 1,672 | $253.0K | 0.18% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,663 | $252.0K | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,663 | $252.0K | 0.01% | +112+7.2% | Added |
| Wealth Management Associates, Inc. | 1,653 | $250.3K | 0.15% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,648 | $250.0K | 0.05% | +1,648 | New |
| Fermata Advisors, LLC | 1,632 | $248.0K | 0.11% | −109−6.3% | Reduced |
| Sigma Planning Corp | 1,634 | $248.0K | 0.01% | +41+2.6% | Added |
| Bridges Investment Management Inc | 1,629 | $247.0K | 0.01% | −376−18.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,605 | $243.0K | 0.06% | −852−34.7% | Reduced |
| Clark Capital Management Group, Inc. | 1,606 | $243.0K | 0.00% | +37+2.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,600 | $242.0K | 0.13% | 00.0% | Unchanged |
| Capital Management Corp | 1,597 | $242.0K | 0.05% | +17+1.1% | Added |
| New England Professional Planning Group Inc. | 1,449 | $242.0K | 0.14% | 00.0% | Unchanged |
| QVR LLC | 1,601 | $242.0K | 0.49% | +1,601 | New |
| Diligent Investors, LLC | 1,700 | $239.0K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,580 | $239.0K | 0.03% | −20−1.3% | Reduced |
| YHB Investment Advisors, Inc. | 1,580 | $239.0K | 0.02% | −2−0.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,579 | $239.0K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,573 | $238.0K | 0.01% | +233+17.4% | Added |
| Gateway Advisory, LLC | 1,572 | $238.0K | 0.05% | +1,572 | New |
| Lion Street Advisors, LLC | 1,572 | $238.0K | 0.13% | +1,572 | New |
| Manchester Capital Management LLC | 1,557 | $236.0K | 0.03% | −11−0.7% | Reduced |
| Appleton Partners Inc | 1,550 | $235.0K | 0.02% | −254−14.1% | Reduced |
| Bailard, Inc. | 1,555 | $235.0K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 1,555 | $235.0K | 0.02% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,548 | $234.0K | 0.04% | +20+1.3% | Added |
| Mirova | 1,547 | $234.0K | 0.03% | +137+9.7% | Added |
| Rockbridge Investment Management, LCC | 1,539 | $233.0K | 0.04% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,519 | $230.0K | 0.03% | −144−8.7% | Reduced |
| Heron Financial Group, LLC | 1,519 | $230.0K | 0.13% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,518 | $230.0K | 0.02% | +1,518 | New |
| Columbia Trust Co 01012016 | 1,513 | $229.0K | 0.12% | −6−0.4% | Reduced |
| Heritage Wealth Management, LLC | 1,509 | $229.0K | 0.08% | +150+11.0% | Added |
| Center For Asset Management LLC | 1,515 | $229.0K | 0.19% | +1,515 | New |
| Strategic Wealth Partners, Ltd. | 1,499 | $227.0K | 0.07% | +1,499 | New |
| Dakota Wealth Management | 1,491 | $226.0K | 0.03% | +1,491 | New |
| Highland Private Wealth Management | 1,489 | $225.0K | 0.03% | +1,489 | New |
| Patron Partners Advisors, LLC | 1,482 | $224.0K | 0.16% | −20−1.3% | Reduced |
| Voya Financial Advisors, Inc. | 1,429 | $221.0K | 0.03% | −301−17.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,335 | $220.0K | 0.02% | +1,335 | New |
| Trust Co of Virginia | 1,432 | $217.0K | 0.02% | +1,432 | New |
| Perigon Wealth Management, LLC | 1,417 | $215.0K | 0.02% | +1,417 | New |
| Cedar Brook Financial Partners, LLC | 1,412 | $214.0K | 0.06% | −148−9.5% | Reduced |
| Middleton & Co Inc | 1,410 | $214.0K | 0.02% | +1,410 | New |
| Joel Isaacson & Co., LLC | 1,401 | $212.0K | 0.02% | +1,401 | New |
| MUFG Americas Holdings Corp | 1,390 | $210.0K | 0.00% | +522+60.1% | Added |
| Dempze Nancy E | 1,390 | $210.0K | 0.16% | +1,390 | New |
| Optas, LLC | 1,389 | $210.0K | 0.06% | +1,389 | New |
| Childress Capital Advisors, LLC | 1,388 | $210.0K | 0.09% | +1,388 | New |