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 |
|---|---|---|---|---|---|
| Palladium Partners LLC | 1,866 | $324.0K | 0.01% | −25−1.3% | Reduced |
| Agf Investments Inc. | 1,870 | $325.0K | 0.00% | +670+55.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,871 | $325.0K | 0.02% | +1,871 | New |
| Acima Private Wealth, LLC | 1,881 | $327.0K | 0.14% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,885 | $328.0K | 0.02% | +188+11.1% | Added |
| Curated Wealth Partners LLC | 1,896 | $329.0K | 0.11% | +13+0.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,900 | $330.0K | 0.01% | −100−5.0% | Reduced |
| CKW Financial Group | 1,900 | $330.0K | 0.05% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,899 | $330.0K | 0.04% | −17−0.9% | Reduced |
| Parsons Capital Management Inc | 1,896 | $330.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 1,908 | $332.0K | 0.01% | −224−10.5% | Reduced |
| Umb Bank N A | 1,920 | $334.0K | 0.00% | +1,920 | New |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $335.0K | 0.10% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,933 | $336.0K | 0.09% | +521+36.9% | Added |
| Samalin Investment Counsel, LLC | 1,942 | $338.0K | 0.20% | +76+4.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $339.0K | 0.22% | 00.0% | Unchanged |
| Cetera Advisors LLC | 1,955 | $340.0K | 0.01% | −433−18.1% | Reduced |
| Fulcrum Asset Management LLP | – | $340.0K | 0.17% | – | – |
| Mark Stevens | 1,957 | $340.0K | 0.04% | +56+2.9% | Added |
| Riverwater Partners LLC | 1,956 | $340.0K | 0.30% | +1,956 | New |
| Kathmere Capital Management, LLC | 1,960 | $341.0K | 0.06% | −449−18.6% | Reduced |
| Atlas Private Wealth Management | 1,959 | $341.0K | 0.19% | −11−0.6% | Reduced |
| Ellevest, Inc. | 1,968 | $342.0K | 0.03% | +176+9.8% | Added |
| Wealthsource Partners, LLC | 1,993 | $346.0K | 0.03% | −311−13.5% | Reduced |
| Ambassador Advisors, LLC | 1,990 | $346.0K | 0.07% | +5+0.3% | Added |
| DFPG Investments, LLC | 2,190 | $346.0K | 0.14% | +2,190 | New |
| S&CO Inc | 2,000 | $347.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $348.0K | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,000 | $348.0K | 0.00% | +2,000 | New |
| Abner Herrman & Brock LLC | 2,007 | $349.0K | 0.05% | −35−1.7% | Reduced |
| Chilton Investment Co LLC | 2,008 | $349.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 2,014 | $350.0K | 0.08% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,015 | $350.0K | 0.01% | +2,015 | New |
| Aaron Wealth Advisors | 2,025 | $351.0K | 0.10% | +187+10.2% | Added |
| Evernest Financial Advisors, LLC | 1,782 | $352.7K | 0.18% | +1,782 | New |
| Willow Creek Wealth Management Inc. | 2,029 | $353.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,041 | $355.0K | 0.09% | +3+0.1% | Added |
| Graypoint LLC | 2,072 | $360.0K | 0.04% | −176−7.8% | Reduced |
| Driehaus Capital Management LLC | 2,080 | $362.0K | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,105 | $366.0K | 0.10% | +2,105 | New |
| Eqis Capital Management, Inc. | 2,112 | $367.0K | 0.03% | +28+1.3% | Added |
| Stratos Wealth Partners, LTD. | 2,113 | $367.0K | 0.01% | +450+27.1% | Added |
| Carolinas Wealth Consulting LLC | 2,111 | $367.0K | 0.08% | +506+31.5% | Added |
| Bank of the West | 2,126 | $369.0K | 0.03% | +38+1.8% | Added |
| Valeo Financial Advisors, LLC | 2,121 | $369.0K | 0.02% | +210+11.0% | Added |
| Gilbert & Cook, Inc. | 2,142 | $372.0K | 0.06% | −80−3.6% | Reduced |
| Proficio Capital Partners LLC | 2,139 | $372.0K | 0.05% | +35+1.7% | Added |
| BOK Financial Private Wealth, Inc. | 2,142 | $372.0K | 0.03% | +239+12.6% | Added |
| Glassman Wealth Services | 2,146 | $373.0K | 0.07% | −583−21.4% | Reduced |
| Krane Funds Advisors LLC | 2,144 | $373.0K | 0.01% | −509−19.2% | Reduced |
| Perigon Wealth Management, LLC | 2,148 | $373.0K | 0.03% | +731+51.6% | Added |
| AdvisorNet Financial, Inc | 2,156 | $375.0K | 0.02% | +10+0.5% | Added |
| Pointe Capital Management LLC | 2,165 | $376.0K | 0.24% | +89+4.3% | Added |
| Geller Advisors LLC | 2,168 | $377.0K | 0.07% | +2+0.1% | Added |
| Balasa Dinverno & Foltz LLC | 2,183 | $379.0K | 0.02% | −8−0.4% | Reduced |
| Balentine LLC | 2,187 | $380.0K | 0.01% | +827+60.8% | Added |
| Smith & Howard Wealth Management, LLC | 2,190 | $381.0K | 0.17% | 00.0% | Unchanged |
| Destination Wealth Management | 2,199 | $382.0K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,209 | $384.0K | 0.08% | +244+12.4% | Added |
| MUFG Americas Holdings Corp | 2,212 | $384.0K | 0.01% | +822+59.1% | Added |
| Stratos Wealth Advisors, LLC | 2,221 | $386.0K | 0.03% | +9+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 2,227 | $387.0K | 0.01% | −69−3.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $387.0K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,230 | $388.0K | 0.94% | +873+64.3% | Added |
| Financial Counselors Inc | 2,239 | $389.0K | 0.01% | −1,968−46.8% | Reduced |
| Penserra Capital Management LLC | 2,250 | $391.0K | 0.01% | +420+23.0% | Added |
| BSW Wealth Partners | 2,253 | $392.0K | 0.10% | +151+7.2% | Added |
| Chatham Capital Group, Inc. | 2,275 | $395.0K | 0.07% | +2,275 | New |
| Schechter Investment Advisors, LLC | 2,279 | $396.0K | 0.04% | +2,279 | New |
| Flagship Harbor Advisors, LLC | 2,282 | $397.0K | 0.04% | −100−4.2% | Reduced |
| Lantz Financial LLC | 2,292 | $398.0K | 0.18% | 00.0% | Unchanged |
| AIA Group Ltd | 2,287 | $398.0K | 0.02% | +2,287 | New |
| InterOcean Capital Group, LLC | 2,320 | $403.0K | 0.02% | 00.0% | Unchanged |
| Center For Asset Management LLC | 2,319 | $403.0K | 0.30% | +804+53.1% | Added |
| Centaurus Financial, Inc. | 2,340 | $407.0K | 0.03% | +25+1.1% | Added |
| Powell Investment Advisors, LLC | 2,350 | $408.0K | 0.23% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,355 | $409.0K | 0.14% | +2,355 | New |
| GraniteShares Advisors LLC | 2,368 | $411.0K | 0.19% | +2,368 | New |
| Laurion Capital Management LP | 2,392 | $416.0K | 0.01% | +2,392 | New |
| Walter & Keenan Financial Consulting Co | 2,400 | $417.0K | 0.14% | −150−5.9% | Reduced |
| PDT Partners, LLC | 2,400 | $417.0K | 0.03% | +2,400 | New |
| Aberdeen Wealth Management LLC | 2,436 | $423.0K | 0.28% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,443 | $425.0K | 0.06% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $426.0K | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,470 | $429.0K | 0.08% | −50−2.0% | Reduced |
| Red Cedar Investment Management, LLC | 2,481 | $431.0K | 0.05% | +2,481 | New |
| Hall Laurie J Trustee | 2,490 | $432.0K | 0.15% | −20−0.8% | Reduced |
| Buckley Wealth Management, LLC | 2,508 | $436.0K | 0.13% | −1,360−35.2% | Reduced |
| DF Dent & Co Inc | 2,508 | $436.0K | 0.00% | −103−3.9% | Reduced |
| X-Square Capital, LLC | 2,519 | $438.0K | 0.22% | +277+12.4% | Added |
| Accurate Wealth Management, LLC | 2,692 | $439.0K | 0.36% | +81+3.1% | Added |
| Windsor Group LTD | 2,662 | $445.0K | 0.08% | +2,662 | New |
| NorthRock Partners, LLC | 2,563 | $446.0K | 0.03% | −374−12.7% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $448.0K | 0.06% | +2,580 | New |
| Westover Capital Advisors, LLC | 2,591 | $450.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,600 | $452.0K | 0.01% | −404−13.4% | Reduced |
| EagleClaw Capital Managment, LLC | 2,607 | $453.0K | 0.10% | 00.0% | Unchanged |
| Boston Research & Management Inc | 2,620 | $455.0K | 0.12% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,621 | $456.0K | 0.19% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,625 | $456.0K | 0.12% | +740+39.3% | Added |