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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 858,088 | $149.2M | 0.09% | −5,124−0.6% | Reduced |
| Acadian Asset Management LLC | 865,178 | $150.4M | 0.56% | +512,916+145.6% | Added |
| Rhumbline Advisers | 887,049 | $154.2M | 0.19% | +5,238+0.6% | Added |
| APG Asset Management N.V. | 1,035,646 | $158.3M | 0.27% | −43,500−4.0% | Reduced |
| California State Teachers Retirement System | 918,598 | $159.7M | 0.19% | +32,178+3.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 922,069 | $160.2M | 4.83% | +16,537+1.8% | Added |
| Bank of Montreal | 925,104 | $160.6M | 0.09% | −145,461−13.6% | Reduced |
| DekaBank Deutsche Girozentrale | 941,604 | $163.4M | 0.40% | +69,825+8.0% | Added |
| Capital Group Private Client Services, Inc. | 957,289 | $166.4M | 1.78% | −10,942−1.1% | Reduced |
| Waverton Investment Management Ltd | 982,428 | $170.8M | 5.42% | +50,149+5.4% | Added |
| Royal Bank of Canada | 1,011,085 | $175.7M | 0.04% | +210,950+26.4% | Added |
| Alliancebernstein L.P. | 1,020,705 | $177.4M | 0.06% | +51,202+5.3% | Added |
| New York State Common Retirement Fund | 1,054,526 | $183.3M | 0.18% | −11,870−1.1% | Reduced |
| Tesco Pension Investment Ltd | 1,058,891 | $184.1M | 3.02% | +27,096+2.6% | Added |
| Polar Capital Holdings Plc | 1,060,000 | $184.2M | 0.95% | −140,500−11.7% | Reduced |
| Credit Suisse AG | 1,175,583 | $204.3M | 0.16% | −203,406−14.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,261,570 | $219.3M | 0.63% | +105,385+9.1% | Added |
| Atlanta Capital Management Co L L C | 1,291,470 | $224.5M | 0.76% | +8,614+0.7% | Added |
| Coho Partners, Ltd. | 1,314,630 | $228.5M | 3.59% | −96,683−6.9% | Reduced |
| Jensen Investment Management Inc | 1,381,575 | $240.1M | 1.69% | +184,815+15.4% | Added |
| Janus Henderson Group PLC | 1,384,670 | $240.7M | 0.10% | +594,454+75.2% | Added |
| Dimensional Fund Advisors LP | 1,582,141 | $275.0M | 0.08% | −15,319−1.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,705,764 | $296.5M | 0.64% | −71,243−4.0% | Reduced |
| Findlay Park Partners LLP | 1,837,573 | $319.4M | 2.13% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 1,894,014 | $329.2M | 1.18% | −37,574−1.9% | Reduced |
| Bahl & Gaynor Inc | 1,925,271 | $334.6M | 1.87% | −66,317−3.3% | Reduced |
| Swiss National Bank | 1,925,713 | $334.7M | 0.20% | −85,100−4.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,968,144 | $342.1M | 0.21% | +285,898+17.0% | Added |
| Norges Bank | 2,015,327 | $350.3M | 0.07% | −70,645−3.4% | Reduced |
| Barclays PLC | 2,021,980 | $351.5M | 0.22% | +421,638+26.3% | Added |
| Stifel Financial Corp | 2,040,588 | $354.7M | 0.47% | +25,932+1.3% | Added |
| Ninety One UK Ltd | 2,051,064 | $356.5M | 0.85% | −34,266−1.6% | Reduced |
| Invesco Ltd. | 2,142,933 | $372.5M | 0.09% | +198,337+10.2% | Added |
| Parametric Portfolio Associates LLC | 2,179,486 | $378.8M | 0.19% | +72,102+3.4% | Added |
| Charles Schwab Investment Management Inc | 2,336,976 | $406.2M | 0.12% | +46,757+2.0% | Added |
| Robeco Institutional Asset Management B.V. | 2,441,801 | $424.4M | 0.90% | +32,013+1.3% | Added |
| Wells Fargo & Company | 2,461,930 | $427.9M | 0.11% | −609,277−19.8% | Reduced |
| Canada Pension Plan Investment Board | 2,530,372 | $439.8M | 0.47% | −652,871−20.5% | Reduced |
| Nippon Life Insurance Co | 2,622,700 | $455.9M | 22.29% | 00.0% | Unchanged |
| Amundi | 2,889,612 | $474.4M | 0.30% | +786,052+37.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,907,637 | $505.4M | 0.62% | +347,342+13.6% | Added |
| UBS Group AG | 2,986,976 | $519.2M | 0.20% | −182,639−5.8% | Reduced |
| Morgan Stanley | 3,109,123 | $540.4M | 0.07% | +1,041,869+50.4% | Added |
| American Century Companies Inc | 3,207,190 | $557.5M | 0.35% | −552,671−14.7% | Reduced |
| Legal & General Group Plc | 3,612,748 | $628.0M | 0.19% | −39,140−1.1% | Reduced |
| Lazard Asset Management LLC | 3,638,781 | $632.5M | 0.67% | −2,891−0.1% | Reduced |
| Bank of New York Mellon Corp | 3,780,064 | $657.1M | 0.12% | −65,578−1.7% | Reduced |
| California Public Employees Retirement System | 3,824,101 | $664.7M | 0.44% | −102,323−2.6% | Reduced |
| Deutsche Bank AG | 4,004,519 | $696.1M | 0.31% | +807,944+25.3% | Added |
| Artisan Partners Limited Partnership | 4,004,776 | $696.1M | 0.83% | −1,145,404−22.2% | Reduced |
| Longview Partners (Guernsey) LTD | 4,471,256 | $777.2M | 4.96% | −294,371−6.2% | Reduced |
| Goldman Sachs Group Inc | 4,785,204 | $831.8M | 0.20% | −1,024,408−17.6% | Reduced |
| JPMorgan Chase & Co | 5,002,065 | $869.5M | 0.11% | −408,107−7.5% | Reduced |
| Primecap Management Co | 5,601,471 | $973.6M | 0.67% | −531,075−8.7% | Reduced |
| Nuveen Asset Management, LLC | 5,627,312 | $978.1M | 0.29% | −158,615−2.7% | Reduced |
| UBS Asset Management Americas Inc | 5,699,478 | $990.7M | 0.38% | −1,184,891−17.2% | Reduced |
| Northern Trust Corp | 6,121,073 | $1.06B | 0.17% | −55,634−0.9% | Reduced |
| Mawer Investment Management Ltd. | 6,993,872 | $1.22B | 5.47% | −143,407−2.0% | Reduced |
| Bank of America Corp | 7,338,050 | $1.28B | 0.14% | −251,843−3.3% | Reduced |
| Ameriprise Financial Inc | 8,192,440 | $1.42B | 0.39% | +1,286,696+18.6% | Added |
| Geode Capital Management, LLC | 8,525,869 | $1.48B | 0.18% | +289,381+3.5% | Added |
| Massachusetts Financial Services Co | 13,621,074 | $2.37B | 0.65% | −1,398,858−9.3% | Reduced |
| FMR LLC | 13,743,811 | $2.39B | 0.18% | +1,741,161+14.5% | Added |
| Wellington Management Group LLP | 16,530,629 | $2.87B | 0.46% | −1,811,151−9.9% | Reduced |
| Capital World Investors | 17,341,095 | $3.01B | 0.48% | +72,889+0.4% | Added |
| Capital International Investors | 20,599,612 | $3.58B | 0.76% | −10,723−0.1% | Reduced |
| State Street Corp | 24,011,909 | $4.17B | 0.20% | +860,365+3.7% | Added |
| Price T Rowe Associates Inc | 24,998,897 | $4.35B | 0.39% | −2,977,369−10.6% | Reduced |
| Vanguard Group Inc | 42,128,173 | $7.32B | 0.17% | +140,383+0.3% | Added |
| BlackRock Inc. | 43,136,914 | $7.50B | 0.19% | +2,986,547+7.4% | Added |
| Senator Investment Group LP | 0 | $0 | 0.00% | −690,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −141,283−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −123,588−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −108,875−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −64,938−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −45,179−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −36,359−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −30,377−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −25,467−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −18,859−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −15,706−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,645−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,476−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −11,319−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,923−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −8,967−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,144−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −6,157−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,559−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,091−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,747−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |