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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, Q4 2021

Institutional positions in Marsh & McLennan Companies, Inc. as of Dec 31, 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
1,170
+111 vs. Q3 2021
Shares held
446.7M
−2.41M (−0.5%) vs. Q3 2021
Total value
$77.6B
+$9.56B (+14.1%) vs. Q3 2021
New holders
177
437 more added
Sold out
66
360 more reduced

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,170 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ4 2021: $77.6B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2021.

Institutions holding MRSH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cribstone Capital Management, LLC8$1.00K0.00%00.0%Unchanged
Lee Financial Co5$1.00K0.00%+5New
Capital Advisors, Ltd. LLC5$1.00K0.00%+5New
WestEnd Advisors, LLC6$1.04K0.00%––
Advocacy Wealth Management Services, LLC12$2.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.11$2.00K0.00%00.0%Unchanged
Ancora Advisors, LLC12$2.00K0.00%+12New
Ahrens Investment Partners LLC14$2.00K0.00%+14New
Ravenstone Capital Management Inc.16$2.78K0.00%+16New
Longfellow Investment Management Co LLC17$3.00K0.00%00.0%Unchanged
First Command Bank20$3.00K0.00%00.0%Unchanged
First Command Financial Services, Inc.20$3.00K0.00%00.0%Unchanged
Key Financial Inc19$3.00K0.00%00.0%Unchanged
TFC Financial Management20$3.00K0.00%00.0%Unchanged
Ford Financial Group, LLC20$3.00K0.00%+20New
Retirement Planning Co of New England, Inc.21$3.00K0.00%+21New
Schubert & Co19$3.00K0.00%+19New
Steward Financial Group LLC19$3.00K0.00%+19New
Baystate Wealth Management LLC22$4.00K0.00%+12+120.0%Added
Toth Financial Advisory Corp30$5.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.00K0.00%00.0%Unchanged
Optiver Holding B.V.35$5.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC28$5.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC28$5.00K0.00%+24+600.0%Added
Stonebridge Capital Advisors LLC27$5.00K0.00%+27New
Dixon Hughes Goodman Wealth Advisors LLC31$5.00K0.00%+31New
South State Corp.32$6.00K0.00%+32New
Core Alternative Capital35$6.00K0.00%+35New
Henrickson Nauta Wealth Advisors, Inc.37$6.00K0.00%+37New
Focused Wealth Management, Inc38$7.00K0.00%+1+2.7%Added
Aua Capital Management, LLC47$8.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC46$8.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.51$8.00K0.01%+51New
Mystic Asset Management, Inc.50$8.00K0.00%+50New
Tucker Asset Management LLC47$8.15K0.00%+47New
Paragon Capital Management Ltd50$9.00K0.00%+50New
Salem Investment Counselors Inc60$10.0K0.00%00.0%Unchanged
Clean Yield Group60$10.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC59$10.0K0.00%+35+145.8%Added
Financial Management Professionals, Inc.65$11.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC65$11.0K0.01%+65New
Carmichael Hill & Associates, Inc.70$12.0K0.01%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.68$12.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp74$13.0K0.00%00.0%Unchanged
Gleason Group, Inc.72$13.0K0.00%00.0%Unchanged
Atwood & Palmer Inc75$13.0K0.00%+36+92.3%Added
Sierra Capital LLC80$14.0K0.00%+80New
Oakworth Capital, Inc.85$15.0K0.00%−33−28.0%Reduced
West Bancorporation Inc87$15.0K0.01%+87New
Seldon Capital LP88$15.0K0.01%+88New
Raffa Wealth Management, LLC87$15.1K0.00%+20+29.9%Added
Nicholas Company, Inc.100$17.0K0.00%00.0%Unchanged
JNBA Financial Advisors100$17.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC96$17.0K0.01%00.0%Unchanged
Aquatic Capital Management LLC100$17.0K0.03%+100New
Creative Financial Designs Inc101$18.0K0.00%−1,916−95.0%Reduced
First Financial Corp103$18.0K0.01%00.0%Unchanged
Capital Analysts, LLC101$18.0K0.00%00.0%Unchanged
Ahl Investment Management, Inc.104$18.0K0.02%+104New
M&R Capital Management Inc114$19.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.112$19.0K0.01%+112New
JJJ Advisors Inc.119$21.0K0.01%+10+9.2%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.120$21.0K0.01%+120New
Credential Qtrade Securities Inc.121$21.0K0.00%00.0%Unchanged
Asset Dedication, LLC145$25.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC143$25.0K0.02%+143New
BDO Wealth Advisors, LLC151$26.0K0.00%+17+12.7%Added
CoreCap Advisors, LLC155$27.0K0.00%+155New
Hanson & Doremus Investment Management163$28.0K0.01%00.0%Unchanged
MV Capital Management, Inc.160$28.0K0.00%+22+15.9%Added
Canton Hathaway, LLC164$29.0K0.01%00.0%Unchanged
Smith Group Asset Management, LLC172$30.0K0.00%+114+196.6%Added
NewSquare Capital LLC177$31.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.185$32.0K0.00%+13+7.6%Added
Stuart Chaussee & Associates, Inc.185$32.0K0.01%+88+90.7%Added
Mascoma Wealth Management LLC184$32.0K0.01%+134+268.0%Added
Tilia Fiduciary Partners, Inc.184$32.0K0.03%+184New
Atlas Capital Advisors LLC185$32.2K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.192$33.0K0.02%−46−19.3%Reduced
Rosenberg Matthew Hamilton191$33.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC197$34.0K0.00%+18+10.1%Added
First Bank & Trust201$35.0K0.01%00.0%Unchanged
Equitec Proprietary Markets, LLC200$35.0K0.02%+200New
Sageworth Trust Co208$36.0K0.00%00.0%Unchanged
Investors Research Corp207$36.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC214$37.0K0.00%−31−12.7%Reduced
Arlington Partners LLC214$37.0K0.01%+214New
Earnest Partners LLC220$38.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc223$39.0K0.01%−16−6.7%Reduced
Harvest Fund Management Co., Ltd228$39.0K0.01%00.0%Unchanged
Piscataqua Savings Bank229$40.0K0.03%00.0%Unchanged
Trust Co of Vermont250$43.0K0.00%+250New
Graves-Light Private Wealth Management, Inc.254$44.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC260$45.0K0.01%00.0%Unchanged
Country Trust Bank277$48.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.278$48.0K0.00%00.0%Unchanged
Sandy Spring Bank300$52.0K0.00%−50−14.3%Reduced
Dividend Assets Capital, LLC300$52.0K0.01%00.0%Unchanged
Evoke Wealth, LLC296$52.0K0.00%+2+0.7%Added
Kozak & Associates, Inc.351$53.0K0.03%+2+0.6%Added