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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 13,881 | $2.41M | 0.05% | −28−0.2% | Reduced |
| Vontobel Holding Ltd. | 13,904 | $2.41M | 0.02% | +2,357+20.4% | Added |
| American National Insurance Co | 13,925 | $2.42M | 0.54% | −126,635−90.1% | Reduced |
| Beacon Pointe Advisors, LLC | 14,263 | $2.48M | 0.06% | +1,221+9.4% | Added |
| Virtu Financial LLC | 14,312 | $2.49M | 0.25% | +11,783+465.9% | Added |
| Marshall Wace, LLP | 14,341 | $2.49M | 0.00% | +14,341 | New |
| Pitcairn Co | 14,375 | $2.50M | 0.16% | −62−0.4% | Reduced |
| Logan Capital Management Inc | 14,471 | $2.52M | 0.11% | +96+0.7% | Added |
| KCS Wealth Advisory | 14,517 | $2.52M | 1.01% | −503−3.3% | Reduced |
| Wolverine Trading, LLC | 14,549 | $2.52M | 0.03% | +1,459+11.1% | Added |
| Acorn Financial Advisory Services Inc | 14,607 | $2.54M | 0.51% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 14,623 | $2.54M | 0.05% | +3,200+28.0% | Added |
| Reilly Financial Advisors, LLC | 14,675 | $2.55M | 0.19% | −1,038−6.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,681 | $2.55M | 0.71% | +250+1.7% | Added |
| Welch & Forbes LLC | 14,720 | $2.56M | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,000 | $2.61M | 0.03% | +4,012+36.5% | Added |
| Everence Capital Management Inc | 15,390 | $2.67M | 0.20% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 15,454 | $2.69M | 0.03% | −4,079−20.9% | Reduced |
| HBK Sorce Advisory LLC | 15,584 | $2.71M | 0.14% | +313+2.0% | Added |
| Regions Financial Corp | 15,811 | $2.75M | 0.02% | −167−1.0% | Reduced |
| Private Trust Co NA | 15,829 | $2.75M | 0.38% | −454−2.8% | Reduced |
| River Wealth Advisors LLC | 16,319 | $2.84M | 0.44% | +809+5.2% | Added |
| Sawtooth Solutions, LLC | 16,346 | $2.84M | 0.32% | +9,630+143.4% | Added |
| Lindenwold Advisors | 16,413 | $2.85M | 1.66% | +16,413 | New |
| Mount Lucas Management LP | 16,588 | $2.88M | 0.82% | +16,588 | New |
| Norinchukin Bank, The | 16,652 | $2.89M | 0.04% | −323−1.9% | Reduced |
| Mechanics Bank Trust Department | 16,971 | $2.95M | 0.44% | +245+1.5% | Added |
| Mercer Global Advisors Inc | 17,322 | $3.01M | 0.02% | +1,035+6.4% | Added |
| Northwest Investment Counselors, LLC | 17,448 | $3.03M | 0.75% | −24−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,612 | $3.06M | 1.35% | +215+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,608 | $3.06M | 0.14% | +9,566+119.0% | Added |
| Illinois Municipal Retirement Fund | 17,867 | $3.11M | 0.09% | +3,328+22.9% | Added |
| Advisor Partners LLC | 17,914 | $3.11M | 0.19% | +550+3.2% | Added |
| National Bank of Canada | 18,223 | $3.12M | 0.01% | +18,223 | New |
| Essex LLC | 18,558 | $3.23M | 0.86% | +380+2.1% | Added |
| Bokf, NA | 18,602 | $3.23M | 0.05% | −537−2.8% | Reduced |
| Jane Street Group, LLC | 18,612 | $3.23M | 0.01% | −49,688−72.7% | Reduced |
| Capital Planning Advisors, LLC | 18,837 | $3.27M | 0.62% | +568+3.1% | Added |
| JustInvest LLC | 18,885 | $3.28M | 0.19% | +3,993+26.8% | Added |
| American Trust | 18,893 | $3.28M | 0.25% | +18,893 | New |
| Schaper Benz & Wise Investment Counsel Inc | 19,368 | $3.37M | 0.27% | +85+0.4% | Added |
| Financial Engines Advisors L.L.C. | 19,423 | $3.38M | 0.01% | +4,693+31.9% | Added |
| LGT Group Foundation | 19,477 | $3.39M | 0.09% | +19,477 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,616 | $3.40M | 0.05% | +222+1.1% | Added |
| RBF Capital, LLC | 20,000 | $3.48M | 0.22% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 20,161 | $3.50M | 0.15% | +13,400+198.2% | Added |
| Banque Cantonale Vaudoise | 20,161 | $3.50M | 0.14% | −725−3.5% | Reduced |
| Souders Financial Advisors | 20,469 | $3.56M | 1.02% | −182−0.9% | Reduced |
| Strategic Global Advisors, LLC | 20,601 | $3.58M | 0.47% | +20,601 | New |
| Pensionfund Sabic | 20,700 | $3.60M | 0.67% | 00.0% | Unchanged |
| Veritable, L.P. | 21,034 | $3.66M | 0.05% | +54+0.3% | Added |
| MML Investors Services, LLC | 21,187 | $3.68M | 0.03% | +1,902+9.9% | Added |
| Sumitomo Life Insurance Co | 21,198 | $3.69M | 0.09% | −634−2.9% | Reduced |
| Kames Capital plc | 21,245 | $3.69M | 0.05% | −2,451−10.3% | Reduced |
| Gamco Investors, Inc. Et Al | 21,864 | $3.80M | 0.03% | −949−4.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.82M | 1.63% | 00.0% | Unchanged |
| South Dakota Investment Council | 22,140 | $3.85M | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 22,535 | $3.92M | 0.24% | +683+3.1% | Added |
| NFJ Investment Group, LLC | 22,552 | $3.92M | 0.07% | −2,547−10.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,715 | $3.95M | 0.08% | −296−1.3% | Reduced |
| NBW Capital LLC | 22,765 | $3.96M | 0.88% | −414−1.8% | Reduced |
| Heritage Trust Co | 22,845 | $3.97M | 0.51% | −358−1.5% | Reduced |
| MD Financial Management Inc. | 22,895 | $3.98M | 0.10% | +2,484+12.2% | Added |
| Pendal Group Limited | 22,999 | $4.00M | 0.03% | +22,999 | New |
| Lafayette Investments, Inc. | 23,200 | $4.03M | 1.01% | −160−0.7% | Reduced |
| MU Investments Co., Ltd. | 23,760 | $4.13M | 4.17% | −5,590−19.0% | Reduced |
| E. Ohman J:or Asset Management AB | 23,824 | $4.14M | 0.12% | +1,200+5.3% | Added |
| Keybank National Association | 23,839 | $4.14M | 0.02% | −97−0.4% | Reduced |
| Quantbot Technologies LP | 23,900 | $4.15M | 0.34% | −20,341−46.0% | Reduced |
| Alerus Financial NA | 24,038 | $4.18M | 0.34% | +9,297+63.1% | Added |
| Seeyond | 24,110 | $4.19M | 0.39% | −37−0.2% | Reduced |
| Old Mission Capital LLC | 24,224 | $4.21M | 0.20% | +24,224 | New |
| Oak Ridge Investments LLC | 24,469 | $4.25M | 0.36% | −368−1.5% | Reduced |
| Commerce Bank | 24,522 | $4.26M | 0.03% | +873+3.7% | Added |
| HNP Capital LLC | 24,598 | $4.28M | 0.97% | +21+0.1% | Added |
| Becker Capital Management Inc | 24,875 | $4.32M | 0.17% | −2,361−8.7% | Reduced |
| Vectors Research Management, LLC | 24,875 | $4.32M | 0.91% | +161+0.7% | Added |
| Icon Wealth Partners, LLC | 24,901 | $4.33M | 0.43% | −110−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,910 | $4.33M | 0.48% | +14,123+130.9% | Added |
| Olstein Capital Management, L.P. | 25,000 | $4.35M | 0.52% | −2,000−7.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,222 | $4.38M | 0.14% | −389−1.5% | Reduced |
| Synovus Financial Corp | 25,530 | $4.43M | 0.04% | +751+3.0% | Added |
| Bonness Enterprises Inc | 25,700 | $4.47M | 2.06% | −100−0.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 25,859 | $4.50M | 0.58% | −3,047−10.5% | Reduced |
| Citizens Financial Group Inc | 26,545 | $4.55M | 0.15% | −274−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 26,304 | $4.57M | 0.04% | −43,737−62.4% | Reduced |
| Pacer Advisors, Inc. | 26,647 | $4.63M | 0.05% | −19,660−42.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,874 | $4.67M | 0.01% | +189+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.69M | 0.59% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 29,212 | $4.71M | 0.43% | −314−1.1% | Reduced |
| Moody National Bank Trust Division | 27,350 | $4.75M | 0.14% | −124,237−82.0% | Reduced |
| O'Shares Investment Advisers, LLC | 27,490 | $4.78M | 0.34% | +1,987+7.8% | Added |
| Harrington Investments, INC | 27,627 | $4.80M | 2.58% | +636+2.4% | Added |
| Corient Capital Partners, LLC | 27,926 | $4.85M | 0.32% | −46−0.2% | Reduced |
| Triasima Portfolio Management inc. | 28,055 | $4.88M | 0.24% | −1,345−4.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 28,187 | $4.90M | 0.11% | +28,187 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 28,221 | $4.91M | 0.18% | +3,520+14.3% | Added |
| Siemens Fonds Invest GmbH | 28,348 | $4.92M | 0.32% | −2,826−9.1% | Reduced |
| Van Eck Associates Corp | 28,412 | $4.94M | 0.01% | +12,364+77.0% | Added |
| CIBC World Markets Inc. | 28,425 | $4.94M | 0.02% | −19,787−41.0% | Reduced |