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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 308 | $53.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 307 | $53.0K | 0.01% | +2+0.7% | Added |
| Addison Advisors LLC | 304 | $53.0K | 0.03% | +7+2.4% | Added |
| Okabena Investment Services Inc | 303 | $53.0K | 0.02% | +303 | New |
| Oak Harbor Wealth Partners, LLC | 310 | $54.0K | 0.02% | +310 | New |
| McClarren Financial Advisors, Inc. | 328 | $58.0K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 348 | $60.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 362 | $63.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 369 | $64.0K | 0.01% | +369 | New |
| Bellwether Advisors, LLC | 375 | $65.0K | 0.02% | +374+37,400.0% | Added |
| Versant Capital Management, Inc | 378 | $66.0K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 383 | $66.0K | 0.02% | +383 | New |
| Column Capital Advisors, LLC | 402 | $70.0K | 0.01% | −51−11.3% | Reduced |
| Riverview Trust Co | 400 | $70.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 406 | $70.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 413 | $71.0K | 0.00% | −51−11.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 409 | $71.0K | 0.01% | +1+0.2% | Added |
| Gemmer Asset Management LLC | 406 | $71.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 425 | $73.9K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 424 | $74.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 430 | $75.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 439 | $76.0K | 0.04% | +2+0.5% | Added |
| Koshinski Asset Management, Inc. | 442 | $76.8K | 0.01% | +76+20.8% | Added |
| Islay Capital Management, LLC | 450 | $78.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 451 | $78.0K | 0.00% | +102+29.2% | Added |
| CVA Family Office, LLC | 460 | $80.0K | 0.02% | +460 | New |
| Lindbrook Capital, LLC | 471 | $82.0K | 0.01% | −9−1.9% | Reduced |
| PrairieView Partners, LLC | 491 | $85.0K | 0.01% | +491 | New |
| Covestor Ltd | 492 | $86.0K | 0.12% | +492 | New |
| Pittenger & Anderson Inc | 500 | $87.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 503 | $87.0K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 513 | $89.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 529 | $92.0K | 0.06% | −589−52.7% | Reduced |
| Tyler-Stone Wealth Management | 541 | $94.0K | 0.05% | +541 | New |
| Advanced Research Investment Solutions, LLC | 602 | $104.0K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 618 | $107.0K | 0.02% | −31−4.8% | Reduced |
| Bogart Wealth, LLC | 626 | $109.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 651 | $113.0K | 0.00% | +137+26.7% | Added |
| West Oak Capital, LLC | 650 | $113.0K | 0.04% | +650 | New |
| Harbour Investments, Inc. | 678 | $118.0K | 0.01% | −895−56.9% | Reduced |
| TSFG, LLC | 689 | $120.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 695 | $121.0K | 0.03% | +8+1.2% | Added |
| Ninety One SA (PTY) Ltd | 727 | $126.0K | 0.04% | −34−4.5% | Reduced |
| Vestor Capital, LLC | 749 | $130.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 758 | $132.0K | 0.00% | +48+6.8% | Added |
| Bourgeon Capital Management LLC | 765 | $133.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 777 | $135.0K | 0.06% | +267+52.4% | Added |
| Fred Alger Management, LLC | 795 | $138.0K | 0.00% | +305+62.2% | Added |
| Central Trust Co | 813 | $141.0K | 0.00% | −34−4.0% | Reduced |
| Kelly Financial Services LLC | 815 | $141.7K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 818 | $142.0K | 0.01% | +818 | New |
| Prestige Wealth Management Group LLC | 853 | $148.0K | 0.04% | +58+7.3% | Added |
| Geneos Wealth Management Inc. | 859 | $149.0K | 0.01% | −55−6.0% | Reduced |
| Benjamin Edwards Inc | 861 | $150.0K | 0.05% | +518+151.0% | Added |
| Alaska Permanent Fund Corp | 974 | $150.0K | 0.00% | +974 | New |
| High Net Worth Advisory Group LLC | 862 | $150.0K | 0.05% | +862 | New |
| Kelly Lawrence W & Associates Inc | 900 | $156.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 897 | $156.0K | 0.02% | +86+10.6% | Added |
| Washington Trust Advisors, Inc. | 900 | $157.0K | 0.01% | +900 | New |
| American Research & Management Co. | 916 | $159.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 933 | $162.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 943 | $163.0K | 0.01% | +35+3.9% | Added |
| Bedel Financial Consulting, Inc. | 943 | $164.0K | 0.05% | +10+1.1% | Added |
| BerganKDV Wealth Management, LLC | 947 | $165.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 948 | $165.0K | 0.05% | +948 | New |
| Dougherty Wealth Advisers LLC | 986 | $171.0K | 0.24% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 984 | $171.0K | 0.00% | +876+811.1% | Added |
| IFP Advisors, Inc | 994 | $175.0K | 0.00% | −76−7.1% | Reduced |
| Concord Wealth Partners | 1,006 | $175.0K | 0.04% | +525+109.1% | Added |
| TAP Consulting, LLC | 1,025 | $178.0K | 0.04% | +1,025 | New |
| American State Bank (Iowa) | 1,035 | $179.9K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,054 | $183.0K | 0.01% | −15,179−93.5% | Reduced |
| Covington Capital Management | 1,070 | $186.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,070 | $186.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,078 | $187.0K | 0.01% | −31−2.8% | Reduced |
| Curi Capital | 1,083 | $188.0K | 0.03% | +1,083 | New |
| NEXT Financial Group, Inc | 1,094 | $190.0K | 0.01% | +591+117.5% | Added |
| Private Capital Group, LLC | 1,131 | $197.0K | 0.04% | +11+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,145 | $199.0K | 0.03% | +169+17.3% | Added |
| Milestone Advisory Partners | 1,150 | $200.0K | 0.10% | +1,150 | New |
| Mutual Advisors, LLC | 1,155 | $201.0K | 0.01% | +1,155 | New |
| Telemus Capital, LLC | 1,160 | $202.0K | 0.02% | +1,160 | New |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $203.0K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,176 | $204.0K | 0.08% | +1,176 | New |
| Doyle Wealth Management | 1,178 | $205.0K | 0.01% | +1,178 | New |
| Avantax Planning Partners, Inc. | 1,186 | $206.0K | 0.01% | +1,186 | New |
| Bank of Nova Scotia Trust Co | 1,185 | $206.0K | 0.02% | +1,185 | New |
| Summit Global Investments | 1,184 | $206.0K | 0.01% | +1,184 | New |
| MQS Management LLC | 1,193 | $207.0K | 0.33% | +1,193 | New |
| Sequoia Financial Advisors, LLC | 1,197 | $208.0K | 0.01% | +1,197 | New |
| Thoroughbred Financial Services, LLC | 1,207 | $209.0K | 0.04% | +1,207 | New |
| New Jersey Better Educational Savings Trust | 1,200 | $209.0K | 0.46% | +1,200 | New |
| Fernwood Investment Management, LLC | 1,200 | $209.0K | 0.07% | +1,200 | New |
| Perpetual Investment Management Ltd | 1,200 | $209.0K | 0.02% | +1,200 | New |
| ML & R Wealth Management LLC | 1,200 | $209.0K | 0.08% | +1,200 | New |
| Choate Investment Advisors | 1,213 | $211.0K | 0.01% | +1,213 | New |
| Rossmore Private Capital | 1,213 | $211.0K | 0.03% | +1,213 | New |
| Bridges Investment Management Inc | 1,218 | $212.0K | 0.01% | −411−25.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,233 | $214.0K | 0.02% | −286−18.8% | Reduced |