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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
Neo Ivy Capital Management0$00.00%−3,817−100.0%Sold out
Toews Corp0$00.00%−2,700−100.0%Sold out
Seven Eight Capital, LP0$00.00%−2,594−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,397−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−2,223−100.0%Sold out
FFT Wealth Management LLC0$00.00%−2,123−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,097−100.0%Sold out
Advisory Alpha, LLC0$00.00%−2,001−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,648−100.0%Sold out
QVR LLC0$00.00%−1,601−100.0%Sold out
Gateway Advisory, LLC0$00.00%−1,572−100.0%Sold out
Warren Averett Asset Management, LLC0$00.00%−1,335−100.0%Sold out
Consolidated Planning Corp0$00.00%−777−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−521−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−428−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−341−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−175−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−166−100.0%Sold out
Resolute Partners Group0$00.00%−149−100.0%Sold out
Herold Advisors, Inc.0$00.00%−150−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−106−100.0%Sold out
Field & Main Bank0$00.00%−100−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−89−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−83−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−72−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−65−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−57−100.0%Sold out
Holloway Wealth Management, LLC0$00.00%–Sold out
Better Money Decisions, LLC0$00.00%−53−100.0%Sold out
MCF Advisors LLC0$00.00%−40−100.0%Sold out
Red Tortoise LLC0$00.00%−43−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−36−100.0%Sold out
Cranbrook Wealth Management, LLC0$00.00%−25−100.0%Sold out
McCarthy Grittinger Financial Group, LLC0$00.00%−16−100.0%Sold out
Cordant, Inc.0$00.00%−10−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−3−100.0%Sold out
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
BBVA USA––––Not filed
First Mercantile Trust Co––––Not filed
Marshall Wace North America L.P.––––Not filed
HighPoint Advisor Group LLC––––Not filed
World Asset Management Inc––––Not filed
Mercer Capital Advisers, Inc.––––Not filed
Optimal Asset Management, Inc.––––Not filed
Eudaimonia Partners, LLC––––Not filed
Homrich & Berg––––Not filed
Berman Capital Advisors, LLC––––Not filed
Landsberg, Bennett, & Dubbaneh LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Arvest Bank Trust Division––––Not filed
Security National Trust Co––––Not filed
Green Harvest Asset Management LLC––––Not filed
Sonora Investment Management, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Filbrandt Wealth Management, LLC––––Not filed