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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 7,346 | $1.28M | 0.06% | +2,431+49.5% | Added |
| Deseret Mutual Benefit Administrators | 7,402 | $1.29M | 0.22% | +182+2.5% | Added |
| Ascent Group, LLC | 8,202 | $1.29M | 0.16% | +8,202 | New |
| Essex Investment Management Co LLC | 7,430 | $1.29M | 0.15% | 00.0% | Unchanged |
| United Bank | 7,436 | $1.29M | 0.69% | −157−2.1% | Reduced |
| HM Payson & Co | 7,454 | $1.30M | 0.03% | −164−2.2% | Reduced |
| Wintrust Investments LLC | 7,462 | $1.30M | 0.12% | +7,462 | New |
| TCTC Holdings, LLC | 7,496 | $1.30M | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,513 | $1.31M | 0.06% | +363+5.1% | Added |
| Pensionfund DSM Netherlands | 7,700 | $1.34M | 0.15% | 00.0% | Unchanged |
| Veriti Management LLC | 7,717 | $1.34M | 0.17% | +555+7.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.34M | 0.01% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,760 | $1.35M | 0.09% | +270+3.6% | Added |
| Wealthcare Advisory Partners LLC | 7,767 | $1.35M | 0.08% | +468+6.4% | Added |
| Mount Yale Investment Advisors, LLC | 7,814 | $1.36M | 0.14% | −223−2.8% | Reduced |
| Profund Advisors LLC | 7,853 | $1.36M | 0.04% | +433+5.8% | Added |
| Relyea Zuckerberg Hanson LLC | 8,745 | $1.37M | 0.50% | −3,612−29.2% | Reduced |
| Evercore Wealth Management, LLC | 7,929 | $1.38M | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,964 | $1.38M | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,982 | $1.39M | 0.03% | +353+4.6% | Added |
| TrinityPoint Wealth, LLC | 7,988 | $1.39M | 0.25% | +41+0.5% | Added |
| Donaldson Capital Management, LLC | 8,108 | $1.41M | 0.06% | −92−1.1% | Reduced |
| Wetherby Asset Management Inc | 8,229 | $1.43M | 0.08% | +493+6.4% | Added |
| Wilkins Investment Counsel Inc | 8,240 | $1.43M | 0.32% | 00.0% | Unchanged |
| SRB Corp | 8,252 | $1.44M | 0.07% | −2,710−24.7% | Reduced |
| USA Financial Portformulas Corp | 8,290 | $1.44M | 1.24% | +8,257+25,021.2% | Added |
| Bremer Bank National Association | 8,363 | $1.45M | 0.24% | −3,037−26.6% | Reduced |
| IndexIQ Advisors LLC | 8,415 | $1.46M | 0.05% | −323−3.7% | Reduced |
| IBM Retirement Fund | 8,451 | $1.47M | 0.18% | −5,913−41.2% | Reduced |
| We Are One Seven, LLC | 8,450 | $1.47M | 0.15% | +2,642+45.5% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.48M | 0.11% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 8,604 | $1.50M | 0.23% | −292−3.3% | Reduced |
| Empirical Finance, LLC | 8,722 | $1.52M | 0.18% | +2,320+36.2% | Added |
| Zions Bancorporation, N.A. | 8,744 | $1.52M | 0.13% | +685+8.5% | Added |
| Wimmer Associates 1, LLC | 8,843 | $1.54M | 0.82% | +22+0.2% | Added |
| Moneta Group Investment Advisors LLC | 8,848 | $1.54M | 0.06% | +270+3.1% | Added |
| Sofos Investments, Inc. | 3,132 | $1.56M | 0.12% | +3,123+34,700.0% | Added |
| Howland Capital Management LLC | 9,005 | $1.56M | 0.08% | +8+0.1% | Added |
| CX Institutional | 9,174 | $1.59M | 0.13% | −186−2.0% | Reduced |
| Hills Bank & Trust Co | 9,226 | $1.60M | 0.22% | +132+1.5% | Added |
| Enterprise Bank & Trust Co | 9,295 | $1.62M | 0.57% | +633+7.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,324 | $1.62M | 0.01% | −260−2.7% | Reduced |
| Ci Investments Inc. | 9,354 | $1.63M | 0.01% | −2,744−22.7% | Reduced |
| Grimes & Company, Inc. | 9,511 | $1.65M | 0.08% | +24+0.3% | Added |
| James Hambro & Partners | 9,621 | $1.67M | 0.11% | +435+4.7% | Added |
| Ieq Capital, LLC | 9,631 | $1.67M | 0.04% | +809+9.2% | Added |
| Centiva Capital, LP | 9,667 | $1.68M | 0.11% | +2,204+29.5% | Added |
| Ativo Capital Management LLC | 9,750 | $1.70M | 0.75% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9,762 | $1.70M | 0.06% | −485−4.7% | Reduced |
| Chesley Taft & Associates LLC | 9,845 | $1.71M | 0.09% | −250−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,891 | $1.72M | 0.10% | +56+0.6% | Added |
| Altium Wealth Management LLC | 9,908 | $1.72M | 0.11% | +89+0.9% | Added |
| Charter Trust Co | 9,966 | $1.73M | 0.15% | −457−4.4% | Reduced |
| Hartline Investment Corp | 10,000 | $1.74M | 0.24% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10,000 | $1.74M | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 10,044 | $1.75M | 0.01% | +10,044 | New |
| Diversified Trust Co | 10,152 | $1.76M | 0.06% | +4,924+94.2% | Added |
| Roosevelt Investment Group LLC | 10,158 | $1.77M | 0.10% | 00.0% | Unchanged |
| First National Trust Co | 10,283 | $1.79M | 0.09% | +37+0.4% | Added |
| Cary Street Partners Asset Management LLC | 10,325 | $1.79M | 0.38% | −590−5.4% | Reduced |
| Focus Financial Network, Inc. | 10,688 | $1.86M | 0.27% | +10,688 | New |
| Cetera Advisor Networks LLC | 10,793 | $1.88M | 0.02% | +3,290+43.8% | Added |
| Banque Pictet & Cie SA | 10,866 | $1.89M | 0.01% | +266+2.5% | Added |
| Tealwood Asset Management Inc | 10,952 | $1.90M | 0.76% | −700−6.0% | Reduced |
| Advisory Services Network, LLC | 10,998 | $1.91M | 0.06% | +256+2.4% | Added |
| Horizon Investments, LLC | 11,158 | $1.93M | 0.06% | +1,701+18.0% | Added |
| Fayez Sarofim & Co | 11,150 | $1.94M | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 11,455 | $1.94M | 0.12% | −26,881−70.1% | Reduced |
| Captrust Financial Advisors | 11,376 | $1.98M | 0.01% | +73+0.6% | Added |
| Cigna Investments Inc | 11,443 | $1.99M | 0.16% | −4,199−26.8% | Reduced |
| Arabesque Asset Management Ltd | 11,449 | $1.99M | 0.57% | +11,449 | New |
| Fieldpoint Private Securities, LLC | 11,478 | $2.00M | 0.39% | +320+2.9% | Added |
| Redpoint Investment Management Pty Ltd | 11,535 | $2.00M | 0.16% | −639−5.2% | Reduced |
| Strategic Investment Advisors | 11,549 | $2.01M | 0.39% | +69+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 11,658 | $2.03M | 1.01% | +11,658 | New |
| WBI Investments | 11,764 | $2.04M | 0.33% | −18,693−61.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,970 | $2.08M | 0.54% | −66−0.5% | Reduced |
| Fiduciary Trust Co | 11,968 | $2.08M | 0.03% | −51−0.4% | Reduced |
| Front Row Advisors LLC | 11,976 | $2.08M | 0.78% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 12,000 | $2.09M | 0.98% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12,030 | $2.09M | 0.14% | +437+3.8% | Added |
| Kestra Advisory Services, LLC | 12,075 | $2.10M | 0.02% | −2,476−17.0% | Reduced |
| Banco Santander, S.A. | 12,079 | $2.10M | 0.01% | −3,528−22.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 12,292 | $2.14M | 0.71% | −20.0% | Reduced |
| Lincoln National Corp | 12,379 | $2.15M | 0.04% | −766−5.8% | Reduced |
| Pathstone Family Office, LLC | 12,438 | $2.16M | 0.05% | +844+7.3% | Added |
| Prudential PLC | 12,561 | $2.18M | 0.03% | +12,561 | New |
| Transcend Wealth Collective, LLC | 12,574 | $2.19M | 0.19% | +1,552+14.1% | Added |
| Federated Hermes, Inc. | 12,575 | $2.19M | 0.00% | +954+8.2% | Added |
| AlphaCrest Capital Management LLC | 12,684 | $2.21M | 0.08% | +3,800+42.8% | Added |
| Heritage Wealth Advisors | 12,914 | $2.25M | 0.12% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 13,065 | $2.27M | 0.06% | −25,250−65.9% | Reduced |
| Occidental Asset Management, LLC | 13,068 | $2.27M | 0.54% | +517+4.1% | Added |
| Bessemer Group Inc | 13,084 | $2.27M | 0.00% | +502+4.0% | Added |
| Toroso Investments, LLC | 13,086 | $2.27M | 0.07% | +6,365+94.7% | Added |
| Crestline Management, LP | 13,223 | $2.30M | 0.17% | +13,223 | New |
| Moody Lynn & Lieberson, LLC | 13,257 | $2.30M | 0.15% | +13,257 | New |
| Argent Trust Co | 13,372 | $2.33M | 0.14% | −110−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,497 | $2.35M | 0.22% | +95+0.7% | Added |
| AE Wealth Management LLC | 13,660 | $2.37M | 0.02% | +1,897+16.1% | Added |