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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 2,632 | $457.0K | 0.01% | −4−0.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,643 | $459.4K | 0.15% | −14−0.5% | Reduced |
| LMR Partners LLP | 2,644 | $460.0K | 0.01% | +2,644 | New |
| Fulton Bank, N.A. | 2,679 | $465.0K | 0.02% | −15−0.6% | Reduced |
| Thrive Wealth Management, LLC | 2,679 | $466.0K | 0.16% | +2,679 | New |
| Quadrature Capital Ltd | 2,697 | $469.0K | 0.02% | +2,697 | New |
| Resources Investment Advisors, LLC. | 2,734 | $475.0K | 0.02% | −1,526−35.8% | Reduced |
| Kenfarb & Co. | 2,735 | $475.0K | 0.35% | +2,735 | New |
| Wedmont Private Capital | 2,924 | $479.0K | 0.15% | +2,924 | New |
| Ruffer LLP | 2,900 | $487.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,825 | $491.0K | 0.03% | −395−12.3% | Reduced |
| Cahaba Wealth Management, Inc. | 2,828 | $492.0K | 0.07% | −19−0.7% | Reduced |
| Twin Focus Capital Partners, LLC | 2,847 | $495.0K | 0.10% | +204+7.7% | Added |
| Putnam Investments LLC | 2,856 | $496.0K | 0.00% | −44−1.5% | Reduced |
| Dodge & Cox | 2,860 | $497.0K | 0.00% | 00.0% | Unchanged |
| Strid Group, LLC | 2,864 | $498.0K | 0.10% | −1,720−37.5% | Reduced |
| National Asset Management, Inc. | 2,872 | $499.0K | 0.01% | −89−3.0% | Reduced |
| Thompson Davis & Co., Inc. | 2,900 | $504.0K | 0.42% | +2,900 | New |
| Cetera Investment Advisers | 2,911 | $506.0K | 0.01% | +231+8.6% | Added |
| Israel Discount Bank of New York | 2,923 | $508.0K | 0.31% | −105−3.5% | Reduced |
| Cambridge Trust Co | 2,922 | $508.0K | 0.02% | +2,922 | New |
| Bollard Group LLC | 2,938 | $511.0K | 0.02% | +10+0.3% | Added |
| EverSource Wealth Advisors, LLC | 2,935 | $511.0K | 0.14% | +2,935 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,950 | $513.0K | 0.04% | +280+10.5% | Added |
| Strategic Blueprint, LLC | 2,972 | $517.0K | 0.07% | +2,972 | New |
| Stockman Wealth Management, Inc. | 2,985 | $519.0K | 0.11% | −128−4.1% | Reduced |
| North Star Asset Management Inc | 2,991 | $520.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,000 | $521.0K | 0.15% | −248−7.6% | Reduced |
| Forum Financial Management, LP | 3,046 | $529.0K | 0.03% | +3,046 | New |
| Waller Financial Planning Group, Inc | 3,070 | $534.0K | 0.13% | +10+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,079 | $535.0K | 0.09% | +3,079 | New |
| Defined Wealth Management, LLC | 3,095 | $538.0K | 0.44% | 00.0% | Unchanged |
| Prospector Partners LLC | 3,100 | $539.0K | 0.06% | −800−20.5% | Reduced |
| Montag A & Associates Inc | 3,136 | $545.0K | 0.03% | +784+33.3% | Added |
| Leavell Investment Management, Inc. | 3,150 | $548.0K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,176 | $552.0K | 0.10% | +46+1.5% | Added |
| REDW Wealth LLC | 3,190 | $554.0K | 0.16% | 00.0% | Unchanged |
| Tower Bridge Advisors | 3,200 | $556.2K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,210 | $558.0K | 0.29% | +3,210 | New |
| Nicolet Bankshares Inc | 3,222 | $560.0K | 0.12% | +1,243+62.8% | Added |
| Opus Capital Group, LLC | 3,239 | $563.0K | 0.12% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $564.0K | 0.11% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $565.0K | 0.10% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,257 | $566.0K | 0.08% | +1,009+44.9% | Added |
| Contravisory Investment Management, Inc. | 3,271 | $569.0K | 0.15% | −147−4.3% | Reduced |
| DSM Capital Partners LLC | 3,280 | $570.0K | 0.01% | −2,530−43.5% | Reduced |
| Savant Capital, LLC | 3,309 | $575.0K | 0.02% | +450+15.7% | Added |
| Domani Wealth, LLC | 3,340 | $581.0K | 0.11% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,398 | $591.0K | 0.03% | +473+16.2% | Added |
| HB Wealth Management, LLC | 3,402 | $591.0K | 0.01% | +3,402 | New |
| Cullen/Frost Bankers, Inc. | 3,423 | $595.0K | 0.01% | +183+5.6% | Added |
| Quantamental Technologies LLC | 3,431 | $596.0K | 0.30% | +458+15.4% | Added |
| Bank of New Hampshire | 3,451 | $600.0K | 0.15% | −65−1.8% | Reduced |
| Engine No. 1 LLC | 3,456 | $601.0K | 0.12% | +717+26.2% | Added |
| Henshaw Capital LLC | 3,466 | $602.5K | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,267 | $607.0K | 0.05% | −50−1.2% | Reduced |
| Truefg, LLC | 3,500 | $608.0K | 0.27% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $608.0K | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,515 | $611.0K | 0.05% | +336+10.6% | Added |
| Echo Street Capital Management LLC | 3,543 | $616.0K | 0.00% | −1,691−32.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,550 | $617.0K | 0.04% | +150+4.4% | Added |
| Ausdal Financial Partners, Inc. | 3,560 | $619.0K | 0.08% | −50−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,592 | $625.0K | 0.13% | +112+3.2% | Added |
| Jump Financial, LLC | 3,600 | $626.0K | 0.04% | −6,514−64.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,620 | $629.0K | 0.01% | +129+3.7% | Added |
| Gofen & Glossberg LLC | 3,628 | $631.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,631 | $631.0K | 0.01% | +1,074+42.0% | Added |
| Caldwell Trust Co | 3,636 | $632.0K | 0.07% | −130−3.5% | Reduced |
| D.A. Davidson & Co. | 3,662 | $637.0K | 0.01% | +22+0.6% | Added |
| Gyroscope Capital Management Group, LLC | 3,698 | $643.0K | 0.23% | −913−19.8% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,701 | $643.0K | 0.56% | +3,701 | New |
| Bridgewater Advisors Inc. | 3,707 | $644.0K | 0.14% | +465+14.3% | Added |
| American Portfolios Advisors | 3,723 | $647.0K | 0.02% | −155−4.0% | Reduced |
| 44 Wealth Management LLC | 3,740 | $650.0K | 0.23% | +448+13.6% | Added |
| ASB Consultores, LLC | 3,764 | $654.0K | 0.32% | +3,764 | New |
| Hutchinson Capital Management | 3,776 | $656.0K | 0.15% | +4+0.1% | Added |
| Personal Capital Advisors Corp | 3,871 | $672.0K | 0.00% | +472+13.9% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $676.0K | 0.15% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,896 | $677.0K | 0.46% | +3,896 | New |
| McAdam, LLC | 3,912 | $680.0K | 0.07% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,956 | $681.0K | 0.33% | +3,956 | New |
| Alphasimplex Group, LLC | 3,960 | $688.0K | 1.17% | −4,079−50.7% | Reduced |
| Modera Wealth Management, LLC | 3,974 | $691.0K | 0.03% | +3,974 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $694.0K | 0.37% | 00.0% | Unchanged |
| Robotti Robert | 4,000 | $695.0K | 0.14% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,998 | $695.0K | 0.01% | +980+32.5% | Added |
| Fukoku Mutual Life Insurance Co | 4,030 | $700.0K | 0.05% | +140+3.6% | Added |
| Missouri Trust & Investment Co | 4,075 | $708.0K | 0.41% | +4,075 | New |
| HRT Financial LP | 4,105 | $713.0K | 0.00% | −3,867−48.5% | Reduced |
| CAPROCK Group, Inc. | 4,118 | $716.0K | 0.06% | +687+20.0% | Added |
| Atlantic Union Bankshares Corp | 4,126 | $717.0K | 0.06% | −5−0.1% | Reduced |
| Dowling & Yahnke LLC | 4,135 | $719.0K | 0.03% | +1,087+35.7% | Added |
| King Luther Capital Management Corp | 4,148 | $721.0K | 0.00% | +28+0.7% | Added |
| First Manhattan Co | 4,173 | $725.0K | 0.00% | +3,639+681.5% | Added |
| Rockland Trust Co | 4,184 | $727.0K | 0.05% | +713+20.5% | Added |
| Western Wealth Management, LLC | 4,190 | $727.0K | 0.07% | +4,190 | New |
| Duncker Streett & Co Inc | 4,200 | $730.0K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,320 | $751.0K | 0.38% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,348 | $755.8K | 0.19% | +1,122+34.8% | Added |
| Stokes Family Office, LLC | 4,371 | $760.0K | 0.09% | +768+21.3% | Added |