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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 4,416 | $768.0K | 0.21% | +4,416 | New |
| Mirova | 4,425 | $769.0K | 0.09% | +2,878+186.0% | Added |
| Fosun International Ltd | 4,507 | $784.0K | 0.04% | 00.0% | Unchanged |
| Kalos Management, Inc. | 4,792 | $785.0K | 0.21% | +228+5.0% | Added |
| Gateway Investment Advisers LLC | 4,529 | $787.0K | 0.01% | −320−6.6% | Reduced |
| MBB Public Markets I LLC | 4,558 | $792.0K | 0.02% | +4,558 | New |
| Arden Trust Co | 4,599 | $800.0K | 0.14% | −127−2.7% | Reduced |
| Bryn Mawr Trust Co | 4,641 | $807.0K | 0.03% | −1,200−20.5% | Reduced |
| Proequities, Inc. | 4,655 | $809.0K | 0.05% | +86+1.9% | Added |
| AGF Investments LLC | 4,653 | $809.0K | 0.07% | +669+16.8% | Added |
| Verition Fund Management LLC | 4,660 | $810.0K | 0.01% | +4,660 | New |
| Amplius Wealth Advisors, LLC | 4,662 | $810.0K | 0.11% | +4,662 | New |
| Sentry Investment Management LLC | 4,714 | $819.0K | 0.22% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,722 | $821.0K | 0.01% | +4,722 | New |
| Hilltop Holdings Inc. | 4,753 | $827.0K | 0.09% | +519+12.3% | Added |
| Leonteq Securities AG | 4,760 | $827.4K | 0.04% | −117−2.4% | Reduced |
| Oppenheimer & Co Inc | 4,771 | $829.0K | 0.01% | +109+2.3% | Added |
| Parallel Advisors, LLC | 4,766 | $829.0K | 0.03% | +383+8.7% | Added |
| Ironwood Investment Counsel, LLC | 4,800 | $834.0K | 0.19% | 00.0% | Unchanged |
| Astrantus Ltd | 4,800 | $834.0K | 0.62% | +4,800 | New |
| SFMG, LLC | 4,826 | $839.0K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,835 | $840.0K | 0.24% | −210−4.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,864 | $845.0K | 0.07% | +414+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 4,869 | $846.0K | 0.01% | −41−0.8% | Reduced |
| Personal Wealth Partners | 4,872 | $847.0K | 0.35% | 00.0% | Unchanged |
| Norway Savings Bank | 4,871 | $847.0K | 0.37% | +10+0.2% | Added |
| Hantz Financial Services, Inc. | 4,884 | $849.0K | 0.02% | +1,195+32.4% | Added |
| Jarislowsky, Fraser Ltd | 4,900 | $851.0K | 0.00% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,916 | $854.0K | 0.11% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,951 | $861.0K | 0.33% | +4,951 | New |
| Capital Investment Advisors, LLC | 4,998 | $869.0K | 0.03% | −1,194−19.3% | Reduced |
| Integrated Advisors Network LLC | 5,028 | $874.0K | 0.05% | +687+15.8% | Added |
| Checchi Capital Advisers, LLC | 5,034 | $875.0K | 0.10% | +92+1.9% | Added |
| Truehand, Inc | 5,073 | $882.0K | 0.52% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 5,396 | $889.0K | 0.17% | +963+21.7% | Added |
| Douglas Lane & Associates, LLC | 5,135 | $893.0K | 0.01% | −375−6.8% | Reduced |
| Conning Inc. | 5,187 | $902.0K | 0.02% | +589+12.8% | Added |
| Regents of the University of California | 5,200 | $904.0K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,211 | $905.0K | 0.06% | −2,800−35.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,285 | $918.0K | 0.36% | 00.0% | Unchanged |
| Tdam USA Inc. | 5,308 | $923.0K | 0.06% | −151−2.8% | Reduced |
| Symmetry Partners, LLC | 5,355 | $931.0K | 0.06% | −289−5.1% | Reduced |
| Clarius Group, LLC | 5,361 | $932.0K | 0.07% | +165+3.2% | Added |
| Pinnacle Associates Ltd | 5,374 | $934.0K | 0.02% | +3,057+131.9% | Added |
| Wealth Alliance | 5,472 | $951.0K | 0.19% | +27+0.5% | Added |
| Ashfield Capital Partners, LLC | 5,622 | $977.0K | 0.06% | +200+3.7% | Added |
| Heartland Bank & Trust Co | 5,658 | $983.0K | 0.73% | +88+1.6% | Added |
| Moloney Securities Asset Management, LLC | 5,663 | $984.0K | 0.17% | −398−6.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,677 | $987.0K | 0.03% | +691+13.9% | Added |
| Desjardins Global Asset Management Inc. | 5,680 | $987.0K | 0.08% | +5,680 | New |
| Bayesian Capital Management, LP | 5,730 | $996.0K | 0.31% | −6,370−52.6% | Reduced |
| Summit Financial, LLC | 5,744 | $998.4K | 0.08% | +1,803+45.7% | Added |
| Venturi Wealth Management, LLC | 5,802 | $1.01M | 0.08% | −375−6.1% | Reduced |
| Pegasus Partners Ltd. | 5,833 | $1.01M | 0.18% | +618+11.9% | Added |
| Shelton Capital Management | 5,915 | $1.03M | 0.04% | −397−6.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,914 | $1.03M | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,939 | $1.03M | 0.04% | +34+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 5,944 | $1.03M | 0.34% | +53+0.9% | Added |
| Brighton Jones LLC | 5,951 | $1.03M | 0.05% | +65+1.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,947 | $1.03M | 0.39% | +948+19.0% | Added |
| Aries Wealth Management | 5,991 | $1.04M | 0.40% | −455−7.1% | Reduced |
| Pluribus Labs, LLC | 6,014 | $1.04M | 1.10% | +6,014 | New |
| West Paces Advisors Inc. | 6,025 | $1.05M | 0.33% | −818−12.0% | Reduced |
| Blueshift Asset Management, LLC | 6,029 | $1.05M | 0.09% | −23,391−79.5% | Reduced |
| United Capital Financial Advisers, LLC | 6,079 | $1.06M | 0.00% | +858+16.4% | Added |
| Boyd Watterson Asset Management LLC | 6,091 | $1.06M | 0.35% | −12−0.2% | Reduced |
| Gries Financial LLC | 6,189 | $1.08M | 0.44% | +88+1.4% | Added |
| Boltwood Capital Management | 6,197 | $1.08M | 0.40% | +40+0.6% | Added |
| NewEdge Wealth, LLC | 6,213 | $1.08M | 0.05% | +1,787+40.4% | Added |
| SkyView Investment Advisors, LLC | 16,709 | $1.09M | 0.24% | +10,119+153.6% | Added |
| Edgemoor Investment Advisors, Inc. | 6,260 | $1.09M | 0.11% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 6,298 | $1.09M | 0.53% | −116−1.8% | Reduced |
| Coldstream Capital Management Inc | 6,299 | $1.09M | 0.03% | +3,207+103.7% | Added |
| Clearstead Advisors, LLC | 6,382 | $1.11M | 0.08% | −419−6.2% | Reduced |
| Arcus Capital Partners, LLC | 6,395 | $1.11M | 0.38% | +3,023+89.7% | Added |
| Versor Investments LP | 6,400 | $1.11M | 0.03% | +6,400 | New |
| Raymond James Trust N.A. | 6,417 | $1.11M | 0.03% | −1,458−18.5% | Reduced |
| Elmwood Wealth Management, Inc. | 6,428 | $1.12M | 0.53% | +6,428 | New |
| Quadrant Capital Group LLC | 6,453 | $1.12M | 0.13% | +944+17.1% | Added |
| Smithfield Trust Co | 6,600 | $1.15M | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,600 | $1.15M | 0.12% | +1,430+27.7% | Added |
| US Asset Management LLC | 6,624 | $1.15M | 1.10% | −4−0.1% | Reduced |
| Signaturefd, LLC | 6,642 | $1.15M | 0.04% | +389+6.2% | Added |
| Greenleaf Trust | 6,726 | $1.17M | 0.01% | +312+4.9% | Added |
| Citizens & Northern Corp | 6,770 | $1.18M | 0.42% | −297−4.2% | Reduced |
| Walleye Capital LLC | 6,795 | $1.18M | 0.04% | +6,795 | New |
| Gladstone Institutional Advisory LLC | 6,826 | $1.19M | 0.09% | −1,121−14.1% | Reduced |
| Belpointe Asset Management LLC | 6,834 | $1.19M | 0.07% | −3,059−30.9% | Reduced |
| GWM Advisors LLC | 6,900 | $1.20M | 0.02% | +2,220+47.4% | Added |
| Canandaigua National Corp | 6,945 | $1.21M | 0.18% | −496−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,966 | $1.21M | 0.04% | −203−2.8% | Reduced |
| Bowen Hanes & Co Inc | 7,009 | $1.22M | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,030 | $1.22M | 0.05% | −25,883−78.6% | Reduced |
| PFG Advisors | 7,232 | $1.26M | 0.13% | +435+6.4% | Added |
| Kingsview Wealth Management, LLC | 7,284 | $1.27M | 0.05% | +7,284 | New |
| Icon Advisers Inc | 7,300 | $1.27M | 0.20% | +2,600+55.3% | Added |
| Bartlett & Co. Wealth Management LLC | 7,304 | $1.27M | 0.02% | −221−2.9% | Reduced |
| Twinbeech Capital LP | 7,306 | $1.27M | 0.07% | −23,436−76.2% | Reduced |
| Bartlett & Co. LLC | 7,304 | $1.27M | 0.02% | −221−2.9% | Reduced |
| Trust Co of Toledo NA | 7,346 | $1.28M | 0.19% | −14−0.2% | Reduced |