Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2021 vs. Q3 2021

How the institutions holding Marsh & McLennan Companies, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of MRSH: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,078191,170+111
Shares449.3M286.0K446.7M−2.41M (−0.5%)
Value$68.0B$43.2M$77.6B+$9.56B (+14.1%)

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (177)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 177 by value.

Institutions new to MRSH in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC667,824$116.1M0.13%
Junto Capital Management LP501,639$87.2M2.24%
B. Metzler seel. Sohn & Co. AG189,532$32.9M0.43%
Voleon Capital Management LP170,000$29.5M4.93%
Gillson Capital LP94,526$16.4M1.07%
Yousif Capital Management, LLC85,227$14.8M0.15%
Balyasny Asset Management LLC70,838$12.3M0.05%
Jupiter Asset Management Ltd64,151$11.1M0.12%
Grantham, Mayo, Van Otterloo & Co. LLC61,096$10.6M0.05%
Stonegate Investment Group, LLC47,345$8.23M0.35%
TD Waterhouse Canada Inc.37,677$7.22M0.07%
Worldquant Millennium Advisors LLC41,053$7.14M0.14%
Jefferies Group LLC35,000$6.08M0.11%
Industrial Alliance Investment Management Inc.28,187$4.90M0.11%
Old Mission Capital LLC24,224$4.21M0.20%
Pendal Group Limited22,999$4.00M0.03%
Strategic Global Advisors, LLC20,601$3.58M0.47%
LGT Group Foundation19,477$3.39M0.09%
American Trust18,893$3.28M0.25%
National Bank of Canada18,223$3.12M0.01%
Mount Lucas Management LP16,588$2.88M0.82%
Lindenwold Advisors16,413$2.85M1.66%
Marshall Wace, LLP14,341$2.49M0.00%
Moody Lynn & Lieberson, LLC13,257$2.30M0.15%
Crestline Management, LP13,223$2.30M0.17%
Prudential PLC12,561$2.18M0.03%
Brown, Lisle/Cummings, Inc.11,658$2.03M1.01%
Arabesque Asset Management Ltd11,449$1.99M0.57%
Focus Financial Network, Inc.10,688$1.86M0.27%
CWM, LLC10,044$1.75M0.01%
Wintrust Investments LLC7,462$1.30M0.12%
Ascent Group, LLC8,202$1.29M0.16%
Kingsview Wealth Management, LLC7,284$1.27M0.05%
Walleye Capital LLC6,795$1.18M0.04%
Elmwood Wealth Management, Inc.6,428$1.12M0.53%
Versor Investments LP6,400$1.11M0.03%
Pluribus Labs, LLC6,014$1.04M1.10%
Desjardins Global Asset Management Inc.5,680$987.0K0.08%
FORA Capital, LLC4,951$861.0K0.33%
Astrantus Ltd4,800$834.0K0.62%
Williams Jones Wealth Management, LLC.4,722$821.0K0.01%
Verition Fund Management LLC4,660$810.0K0.01%
Amplius Wealth Advisors, LLC4,662$810.0K0.11%
MBB Public Markets I LLC4,558$792.0K0.02%
Metis Global Partners, LLC4,416$768.0K0.21%
Western Wealth Management, LLC4,190$727.0K0.07%
Missouri Trust & Investment Co4,075$708.0K0.41%
Modera Wealth Management, LLC3,974$691.0K0.03%
Stiles Financial Services Inc3,956$681.0K0.33%
Waypoint Capital Advisors, LLC3,896$677.0K0.46%
ASB Consultores, LLC3,764$654.0K0.32%
Archvest Wealth Advisors, Inc.3,701$643.0K0.56%
HB Wealth Management, LLC3,402$591.0K0.01%
Bill Few Associates, Inc.3,210$558.0K0.29%
Pinnacle Wealth Management Advisory Group, LLC3,079$535.0K0.09%
Forum Financial Management, LP3,046$529.0K0.03%
Strategic Blueprint, LLC2,972$517.0K0.07%
EverSource Wealth Advisors, LLC2,935$511.0K0.14%
Cambridge Trust Co2,922$508.0K0.02%
Thompson Davis & Co., Inc.2,900$504.0K0.42%
Wedmont Private Capital2,924$479.0K0.15%
Kenfarb & Co.2,735$475.0K0.35%
Quadrature Capital Ltd2,697$469.0K0.02%
Thrive Wealth Management, LLC2,679$466.0K0.16%
LMR Partners LLP2,644$460.0K0.01%
C2C Wealth Management, LLC2,580$448.0K0.06%
Windsor Group LTD2,662$445.0K0.08%
Red Cedar Investment Management, LLC2,481$431.0K0.05%
PDT Partners, LLC2,400$417.0K0.03%
Laurion Capital Management LP2,392$416.0K0.01%
GraniteShares Advisors LLC2,368$411.0K0.19%
Campbell & CO Investment Adviser LLC2,355$409.0K0.14%
AIA Group Ltd2,287$398.0K0.02%
Schechter Investment Advisors, LLC2,279$396.0K0.04%
Chatham Capital Group, Inc.2,275$395.0K0.07%
Journey Advisory Group, LLC2,105$366.0K0.10%
Evernest Financial Advisors, LLC1,782$352.7K0.18%
Congress Wealth Management LLC2,015$350.0K0.01%
D. E. Shaw & Co., Inc.2,000$348.0K0.00%
DFPG Investments, LLC2,190$346.0K0.14%
Riverwater Partners LLC1,956$340.0K0.30%
Umb Bank N A1,920$334.0K0.00%
Lombard Odier Asset Management (Switzerland) SA1,871$325.0K0.02%
Dearborn Partners LLC1,860$323.0K0.01%
Castleview Partners, LLC55,796$321.0K0.00%
Edgestream Partners, L.P.1,837$319.0K0.02%
Cassady Schiller Wealth Management, LLC1,776$309.0K0.19%
Colony Group LLC1,756$305.0K0.01%
Asset Management Resources, LLC1,757$305.0K0.27%
Asset Allocation & Management Company, LLC1,700$295.0K0.10%
JB Capital LLC1,552$269.9K0.03%
PFS Partners, LLC1,514$263.2K0.20%
Mairs & Power Inc1,484$258.0K0.00%
Ritholtz Wealth Management1,422$247.0K0.02%
Miracle Mile Advisors, LLC1,410$245.0K0.01%
Capital Wealth Planning, LLC1,400$243.0K0.01%
Journey Strategic Wealth LLC1,355$236.0K0.02%
Arvest Trust Co N A1,350$235.0K0.01%
First Citizens Bank & Trust Co1,344$234.0K0.01%
Fisher Asset Management, LLC1,337$233.0K0.00%

Sold out (66)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of MRSH in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Senator Investment Group LP690,000$104.5M
AMP Capital Investors Ltd141,283$21.4M
Sawgrass Asset Management LLC123,588$18.7M
Two Sigma Investments, LP108,875$16.5M
Parallax Volatility Advisers, L.P.64,938$9.83M
Gluskin Sheff & Assoc Inc45,179$6.84M
Achmea Investment Management B.V.36,359$5.51M
Simplex Trading, LLC30,377$4.32M
Distillate Capital Partners LLC25,467$3.86M
Trexquant Investment LP18,859$2.86M
Point72 Hong Kong Ltd15,706$2.38M
Sciencast Management LP14,645$2.29M
Y-Intercept (Hong Kong) Ltd13,476$2.04M
RMR Wealth Builders11,319$1.71M
Pearl River Capital, LLC10,923$1.65M
Farmers & Merchants Trust Co of Long Beach8,967$1.36M
XTX Topco Ltd7,144$1.08M
Ropes Wealth Advisors LLC6,157$932.0K
Exane Derivatives5,700$863.1K
Meeder Asset Management Inc4,559$690.0K
Liontrust Investment Partners LLP4,200$636.0K
Capula Management Ltd4,091$617.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,950$598.0K
Global Retirement Partners, LLC3,747$567.0K
Algert Global LLC3,741$566.0K
Two Sigma Advisers, LP3,500$530.0K
AXS Investments LLC3,372$511.0K
Fox Run Management, L.L.C.3,340$506.0K
Kore Private Wealth LLC3,047$461.0K
NuWave Investment Management, LLC2,977$451.0K
Neo Ivy Capital Management3,817$410.0K
Toews Corp2,700$409.0K
Seven Eight Capital, LP2,594$393.0K
Gsa Capital Partners LLP2,397$363.0K
Davy Global Fund Management Ltd2,223$337.0K
FFT Wealth Management LLC2,123$321.0K
Teza Capital Management LLC2,097$318.0K
Advisory Alpha, LLC2,001$303.0K
Two Sigma Securities, LLC1,648$250.0K
QVR LLC1,601$242.0K
Gateway Advisory, LLC1,572$238.0K
Warren Averett Asset Management, LLC1,335$220.0K
Consolidated Planning Corp777$118.0K
Jacobi Capital Management LLC521$79.0K
Evolution Wealth Advisors, LLC428$65.0K
D'Orazio & Associates, Inc.341$52.0K
GPS Wealth Strategies Group, LLC175$27.0K
Arkadios Wealth Advisors166$25.0K
Resolute Partners Group149$23.0K
Herold Advisors, Inc.150$22.0K
Capstone Investment Advisors, LLC106$16.0K
Field & Main Bank100$15.0K
Loomis Sayles & Co L P89$13.0K
Kowal Investment Group, LLC83$13.0K
Liberty Wealth Management LLC72$11.0K
SRS Capital Advisors, Inc.65$10.0K
Meridian Wealth Partners, LLC57$9.00K
Holloway Wealth Management, LLC–$8.00K
Better Money Decisions, LLC53$8.00K
MCF Advisors LLC40$6.00K
Red Tortoise LLC43$6.00K
Cahill Financial Advisors Inc36$5.00K
Cranbrook Wealth Management, LLC25$4.00K
McCarthy Grittinger Financial Group, LLC16$2.42K
Cordant, Inc.10$2.00K
Gerber Kawasaki Wealth & Investment Management3–

Not filed for Q4 2021 yet (19)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MRSH in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG165,403$25.0M
BBVA USA34,686$5.25M
First Mercantile Trust Co19,133$2.90M
Marshall Wace North America L.P.15,218$2.31M
HighPoint Advisor Group LLC12,411$1.88M
World Asset Management Inc11,862$1.80M
Mercer Capital Advisers, Inc.5,546$840.0K
Optimal Asset Management, Inc.5,100$772.0K
Eudaimonia Partners, LLC4,608$698.0K
Homrich & Berg3,251$492.0K
Berman Capital Advisors, LLC2,285$345.0K
Landsberg, Bennett, & Dubbaneh LLC2,003$309.0K
Heritage Wealth Management, LLC1,509$229.0K
Arvest Bank Trust Division1,341$203.0K
Security National Trust Co545$77.0K
Green Harvest Asset Management LLC726$32.0K
Sonora Investment Management, LLC205$31.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA180$27.3K
Filbrandt Wealth Management, LLC14$2.00K