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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 1,232 | $214.0K | 0.02% | +1,232 | New |
| Delphia (USA) Inc. | 1,230 | $214.0K | 0.23% | +1,230 | New |
| Axxcess Wealth Management, LLC | 1,233 | $214.0K | 0.02% | +1,233 | New |
| ARGI Investment Services, LLC | 1,241 | $216.0K | 0.01% | +1,241 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,250 | $217.0K | 0.01% | +1,250 | New |
| Dixon Hubard Feinour & Brown Inc | 1,259 | $219.0K | 0.02% | +1,259 | New |
| Sunflower Bank, N.A. | 1,263 | $220.0K | 0.03% | +1,263 | New |
| LVW Advisors, LLC | 1,273 | $221.0K | 0.04% | +1,273 | New |
| Thrive Capital Management, LLC | 1,278 | $222.0K | 0.14% | −385−23.2% | Reduced |
| Great Valley Advisor Group, Inc. | 1,439 | $222.0K | 0.01% | −79−5.2% | Reduced |
| Heron Financial Group, LLC | 1,444 | $222.0K | 0.12% | −75−4.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,278 | $222.0K | 0.01% | −5−0.4% | Reduced |
| Nichols & Pratt Advisers LLP | 1,277 | $222.0K | 0.02% | +1,277 | New |
| Harbor Investment Advisory, LLC | 1,282 | $223.0K | 0.03% | +148+13.1% | Added |
| Meristem Family Wealth, LLC | 1,286 | $224.0K | 0.02% | +1,286 | New |
| RKL Wealth Management LLC | 1,303 | $226.0K | 0.03% | −900−40.9% | Reduced |
| Arete Wealth Advisors, LLC | 1,304 | $226.0K | 0.02% | +1,304 | New |
| Columbia Trust Co 01012016 | 1,513 | $229.0K | 0.12% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,321 | $230.0K | 0.01% | +1,321 | New |
| Fisher Asset Management, LLC | 1,337 | $233.0K | 0.00% | +1,337 | New |
| First Citizens Bank & Trust Co | 1,344 | $234.0K | 0.01% | +1,344 | New |
| Douglass Winthrop Advisors, LLC | 1,351 | $235.0K | 0.01% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,350 | $235.0K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $235.0K | 0.06% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,350 | $235.0K | 0.01% | +1,350 | New |
| Dempze Nancy E | 1,355 | $236.0K | 0.16% | −35−2.5% | Reduced |
| Essex Financial Services, Inc. | 1,356 | $236.0K | 0.02% | −1−0.1% | Reduced |
| Journey Strategic Wealth LLC | 1,355 | $236.0K | 0.02% | +1,355 | New |
| WestHill Financial Advisors, Inc. | 1,361 | $237.0K | 0.07% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,370 | $238.0K | 0.01% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,449 | $239.0K | 0.15% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,400 | $243.0K | 0.01% | +1,400 | New |
| Voya Financial Advisors, Inc. | 1,407 | $244.0K | 0.03% | −22−1.5% | Reduced |
| Joel Isaacson & Co., LLC | 1,401 | $244.0K | 0.02% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,410 | $245.0K | 0.02% | 00.0% | Unchanged |
| Optas, LLC | 1,408 | $245.0K | 0.07% | +19+1.4% | Added |
| Miracle Mile Advisors, LLC | 1,410 | $245.0K | 0.01% | +1,410 | New |
| Childress Capital Advisors, LLC | 1,423 | $247.0K | 0.10% | +35+2.5% | Added |
| Ritholtz Wealth Management | 1,422 | $247.0K | 0.02% | +1,422 | New |
| Avantax Advisory Services, Inc. | 1,439 | $250.0K | 0.00% | −407−22.0% | Reduced |
| Trust Co of Virginia | 1,451 | $252.0K | 0.03% | +19+1.3% | Added |
| Cypress Capital Group | 1,454 | $253.0K | 0.03% | −726−33.3% | Reduced |
| Sage Mountain Advisors LLC | 1,472 | $256.0K | 0.03% | +124+9.2% | Added |
| Patron Partners Advisors, LLC | 1,480 | $257.0K | 0.17% | −2−0.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,483 | $258.0K | 0.00% | +749+102.0% | Added |
| Mairs & Power Inc | 1,484 | $258.0K | 0.00% | +1,484 | New |
| Magellan Asset Management Ltd | 1,489 | $259.0K | 0.00% | +265+21.7% | Added |
| Tobam | 1,501 | $261.0K | 0.01% | −233−13.4% | Reduced |
| Northeast Financial Consultants Inc | 1,510 | $262.0K | 0.02% | −45−2.9% | Reduced |
| Dakota Wealth Management | 1,508 | $263.0K | 0.03% | +17+1.1% | Added |
| PFS Partners, LLC | 1,514 | $263.2K | 0.20% | +1,514 | New |
| YHB Investment Advisors, Inc. | 1,520 | $264.0K | 0.02% | −60−3.8% | Reduced |
| FourThought Financial, LLC | 1,548 | $269.0K | 0.03% | −143−8.5% | Reduced |
| Dillon & Associates Inc | 1,548 | $269.0K | 0.05% | 00.0% | Unchanged |
| JB Capital LLC | 1,552 | $269.9K | 0.03% | +1,552 | New |
| Bailard, Inc. | 1,555 | $270.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,557 | $271.0K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,569 | $273.0K | 0.13% | −3−0.2% | Reduced |
| Highland Private Wealth Management | 1,578 | $274.0K | 0.03% | +89+6.0% | Added |
| Carret Asset Management, LLC | 1,580 | $275.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,584 | $275.0K | 0.05% | +85+5.7% | Added |
| Capital Management Corp | 1,597 | $278.0K | 0.06% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $279.0K | 0.12% | +28+1.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $280.0K | 0.13% | +9+0.6% | Added |
| Wesbanco Bank Inc | 1,622 | $282.0K | 0.01% | −382−19.1% | Reduced |
| Sigma Planning Corp | 1,635 | $284.0K | 0.01% | +1+0.1% | Added |
| Appleton Partners Inc | 1,641 | $285.0K | 0.02% | +91+5.9% | Added |
| Kinloch Capital, LLC | 1,672 | $291.0K | 0.18% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,684 | $293.0K | 0.01% | −231−12.1% | Reduced |
| Asio Capital, LLC | 1,700 | $295.0K | 0.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,700 | $295.0K | 0.08% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 1,700 | $295.0K | 0.10% | +1,700 | New |
| Boston Financial Mangement LLC | 1,701 | $296.0K | 0.01% | +6+0.4% | Added |
| Bridgefront Capital, LLC | 1,711 | $297.0K | 0.29% | −632−27.0% | Reduced |
| Integrated Wealth Concepts LLC | 1,717 | $298.0K | 0.01% | −34−1.9% | Reduced |
| Wealthspire Advisors, LLC | 1,718 | $299.0K | 0.01% | −8,828−83.7% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $300.0K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,719 | $300.0K | 0.11% | +87+5.3% | Added |
| Independence Bank of Kentucky | 1,740 | $302.0K | 0.12% | −240−12.1% | Reduced |
| Wealth Management Associates, Inc. | 1,753 | $304.7K | 0.16% | +100+6.0% | Added |
| Colony Group LLC | 1,756 | $305.0K | 0.01% | +1,756 | New |
| Asset Management Resources, LLC | 1,757 | $305.0K | 0.27% | +1,757 | New |
| Resources Management Corp | 1,760 | $306.0K | 0.04% | −40−2.2% | Reduced |
| Kessler Investment Group, LLC | 1,778 | $309.0K | 0.17% | −1,304−42.3% | Reduced |
| Yorktown Management & Research Co Inc | 1,775 | $309.0K | 0.21% | −315−15.1% | Reduced |
| NBT Bank N A | 1,778 | $309.0K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,776 | $309.0K | 0.19% | +1,776 | New |
| Independent Advisor Alliance | 1,791 | $311.0K | 0.02% | +3+0.2% | Added |
| Rockbridge Investment Management, LCC | 1,794 | $312.0K | 0.05% | +255+16.6% | Added |
| Litman Gregory Asset Management LLC | 1,800 | $313.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,918 | $314.0K | 0.01% | +128+7.2% | Added |
| Clark Capital Management Group, Inc. | 1,817 | $316.0K | 0.00% | +211+13.1% | Added |
| Spire Wealth Management | 1,823 | $317.0K | 0.01% | +445+32.3% | Added |
| Alera Investment Advisors, LLC | 1,835 | $319.0K | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,837 | $319.0K | 0.02% | +1,837 | New |
| SOA Wealth Advisors, LLC. | 1,852 | $321.0K | 0.08% | +5+0.3% | Added |
| Castleview Partners, LLC | 55,796 | $321.0K | 0.00% | +55,796 | New |
| Kanawha Capital Management LLC | 1,857 | $323.0K | 0.03% | −85−4.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,861 | $323.0K | 0.04% | −5−0.3% | Reduced |
| Dearborn Partners LLC | 1,860 | $323.0K | 0.01% | +1,860 | New |