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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 28,606 | $4.97M | 0.09% | +8,166+40.0% | Added |
| DuPont Capital Management Corp | 28,719 | $4.99M | 0.18% | −9,470−24.8% | Reduced |
| BNC Wealth Management, LLC | 29,374 | $5.11M | 2.42% | −215−0.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 29,479 | $5.12M | 1.70% | +568+2.0% | Added |
| Aptus Capital Advisors, LLC | 29,483 | $5.13M | 0.17% | +4,352+17.3% | Added |
| Duality Advisers, LP | 29,619 | $5.15M | 0.56% | −21,421−42.0% | Reduced |
| Daiwa Securities Group Inc. | 29,709 | $5.16M | 0.03% | +768+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 29,990 | $5.21M | 1.04% | −2,730−8.3% | Reduced |
| Exencial Wealth Advisors, LLC | 30,129 | $5.24M | 0.25% | +1,319+4.6% | Added |
| Stokes Capital Advisors, LLC | 30,417 | $5.29M | 1.57% | −924−2.9% | Reduced |
| Ethic Inc. | 30,739 | $5.34M | 0.41% | +3,771+14.0% | Added |
| Kentucky Retirement Systems | 30,823 | $5.36M | 0.22% | +838+2.8% | Added |
| New Mexico Educational Retirement Board | 30,941 | $5.38M | 0.18% | −2,300−6.9% | Reduced |
| Brewin Dolphin Ltd | 31,308 | $5.44M | 0.24% | −8,915−22.2% | Reduced |
| Richard Bernstein Advisors LLC | 31,416 | $5.46M | 0.11% | +774+2.5% | Added |
| Louisiana State Employees Retirement System | 31,600 | $5.49M | 0.12% | +100+0.3% | Added |
| SG Americas Securities, LLC | 31,659 | $5.50M | 0.04% | +1,289+4.2% | Added |
| Private Advisor Group, LLC | 32,212 | $5.60M | 0.04% | −14,934−31.7% | Reduced |
| Assenagon Asset Management S.A. | 32,711 | $5.69M | 0.02% | +24,632+304.9% | Added |
| Regentatlantic Capital LLC | 33,611 | $5.84M | 0.16% | +7,430+28.4% | Added |
| Tower View Investment Management & Research LLC | 34,422 | $5.98M | 3.05% | −27−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 34,688 | $6.03M | 0.58% | −305−0.9% | Reduced |
| Churchill Management Corp | 34,709 | $6.03M | 0.08% | +897+2.7% | Added |
| Ipswich Investment Management Co., Inc. | 34,887 | $6.06M | 1.42% | +196+0.6% | Added |
| Auxier Asset Management | 34,944 | $6.07M | 0.94% | −233−0.7% | Reduced |
| Jefferies Group LLC | 35,000 | $6.08M | 0.11% | +35,000 | New |
| M&T Bank Corp | 35,214 | $6.12M | 0.03% | −734−2.0% | Reduced |
| Gotham Asset Management, LLC | 35,225 | $6.12M | 0.20% | +1,863+5.6% | Added |
| Bennett Selby Investments LP | 36,280 | $6.31M | 3.64% | 00.0% | Unchanged |
| Blair William & Co | 36,831 | $6.40M | 0.02% | +1,509+4.3% | Added |
| Tudor Investment Corp Et Al | 36,918 | $6.42M | 0.12% | −29,598−44.5% | Reduced |
| Caption Management, LLC | 37,000 | $6.43M | 0.40% | +3,710+11.1% | Added |
| Marks Group Wealth Management, Inc | 37,245 | $6.47M | 0.79% | −3,332−8.2% | Reduced |
| Allstate Corp | 38,268 | $6.65M | 0.13% | +23,322+156.0% | Added |
| Northcape Capital Pty Ltd | 38,503 | $6.69M | 0.68% | +47+0.1% | Added |
| Elo Mutual Pension Insurance Co | 38,618 | $6.71M | 0.19% | +2,990+8.4% | Added |
| Maryland State Retirement & Pension System | 38,747 | $6.74M | 0.18% | 00.0% | Unchanged |
| Xponance, Inc. | 38,973 | $6.77M | 0.11% | +6,101+18.6% | Added |
| Creative Planning | 39,044 | $6.79M | 0.01% | +80.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 39,347 | $6.84M | 0.32% | −1,053−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,362 | $6.84M | 0.01% | +280+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 39,556 | $6.88M | 0.25% | +2,730+7.4% | Added |
| Vestcor Inc | 39,840 | $6.92M | 0.24% | −20,817−34.3% | Reduced |
| Capital International Sarl | 39,964 | $6.95M | 0.33% | +2,044+5.4% | Added |
| Hudson Bay Capital Management LP | 40,000 | $6.95M | 0.08% | −15,000−27.3% | Reduced |
| Wealthfront Advisers LLC | 40,576 | $7.05M | 0.03% | +6,167+17.9% | Added |
| Worldquant Millennium Advisors LLC | 41,053 | $7.14M | 0.14% | +41,053 | New |
| TD Waterhouse Canada Inc. | 37,677 | $7.22M | 0.07% | +37,677 | New |
| Securian Asset Management, Inc | 42,760 | $7.43M | 0.14% | −281−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 43,051 | $7.48M | 0.13% | +27,760+181.5% | Added |
| Crossmark Global Holdings, Inc. | 44,597 | $7.75M | 0.17% | +12,288+38.0% | Added |
| Shell Asset Management Co | 45,214 | $7.86M | 0.16% | −13,297−22.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 45,918 | $7.98M | 0.21% | +1,400+3.1% | Added |
| First Republic Investment Management, Inc. | 46,044 | $8.00M | 0.02% | +2,396+5.5% | Added |
| Stonegate Investment Group, LLC | 47,345 | $8.23M | 0.35% | +47,345 | New |
| Kinneret Advisory, LLC | 47,620 | $8.28M | 0.86% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 47,651 | $8.28M | 1.29% | −303−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 48,863 | $8.49M | 0.11% | +2,707+5.9% | Added |
| Huntington National Bank | 49,026 | $8.52M | 0.08% | −527−1.1% | Reduced |
| Westpac Banking Corp | 49,235 | $8.56M | 0.09% | +989+2.0% | Added |
| Washington Trust Bank | 50,879 | $8.84M | 0.86% | +2,275+4.7% | Added |
| Compagnie Lombard Odier SCmA | 51,082 | $8.88M | 0.18% | −4,100−7.4% | Reduced |
| Atria Investments LLC | 51,170 | $8.89M | 0.16% | +4,431+9.5% | Added |
| HAP Trading, LLC | 51,334 | $8.92M | 0.62% | +17,636+52.3% | Added |
| Hartford Investment Management Co | 51,358 | $8.93M | 0.21% | +3,908+8.2% | Added |
| Northwest & Ethical Investments L.P. | 51,513 | $8.95M | 0.26% | +8,689+20.3% | Added |
| Bell Asset Management Ltd | 51,957 | $9.03M | 1.46% | −6,020−10.4% | Reduced |
| Calamos Wealth Management LLC | 52,424 | $9.11M | 0.67% | +692+1.3% | Added |
| Girard Partners Ltd. | 53,893 | $9.37M | 1.02% | −1,539−2.8% | Reduced |
| Andra AP-fonden | 54,400 | $9.46M | 0.19% | +4,200+8.4% | Added |
| People's United Financial, Inc. | 55,905 | $9.72M | 0.23% | −898−1.6% | Reduced |
| Point72 Asset Management, L.P. | 58,584 | $10.2M | 0.05% | −117,001−66.6% | Reduced |
| Apollon Wealth Management, LLC | 59,056 | $10.3M | 0.83% | +41,489+236.2% | Added |
| Brinker Capital Investments, LLC | 59,069 | $10.3M | 0.15% | +6,178+11.7% | Added |
| Rockefeller Capital Management L.P. | 59,217 | $10.3M | 0.05% | +7,511+14.5% | Added |
| Metropolitan Life Insurance Co | 59,932 | $10.4M | 0.14% | −1,978−3.2% | Reduced |
| C.V. Starr & Co., Inc. Trust | 60,000 | $10.4M | 60.96% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 60,797 | $10.6M | 0.29% | +1,747+3.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,096 | $10.6M | 0.05% | +61,096 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,363 | $10.7M | 0.22% | +2,207+3.7% | Added |
| First American Bank | 61,448 | $10.7M | 0.56% | +1,946+3.3% | Added |
| Tredje AP-fonden | 61,924 | $10.8M | 0.21% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 62,681 | $10.9M | 1.14% | −858−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 63,112 | $11.0M | 0.02% | +6,273+11.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,373 | $11.0M | 0.12% | −116−0.2% | Reduced |
| Jupiter Asset Management Ltd | 64,151 | $11.1M | 0.12% | +64,151 | New |
| Scotia Capital Inc. | 64,419 | $11.2M | 0.07% | +5,223+8.8% | Added |
| Osborne Partners Capital Management, LLC | 65,306 | $11.4M | 0.83% | −234−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 65,410 | $11.4M | 0.02% | +1,934+3.0% | Added |
| IFM Investors Pty Ltd | 65,557 | $11.4M | 0.21% | −97−0.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 65,843 | $11.4M | 2.67% | −2,959−4.3% | Reduced |
| ING Groep NV | 65,898 | $11.5M | 0.10% | +23,365+54.9% | Added |
| Mutual of America Capital Management LLC | 66,668 | $11.6M | 0.12% | +193+0.3% | Added |
| Brown Advisory Inc | 67,027 | $11.7M | 0.01% | +12,752+23.5% | Added |
| Levin Capital Strategies, L.P. | 67,073 | $11.7M | 1.09% | −1,800−2.6% | Reduced |
| Cutler Investment Counsel LLC | 69,079 | $12.0M | 1.81% | +997+1.5% | Added |
| Commonwealth Equity Services, LLC | 69,627 | $12.1M | 0.03% | +1,090+1.6% | Added |
| Texas Permanent School Fund | 69,639 | $12.1M | 0.15% | −8,626−11.0% | Reduced |
| Pinebridge Investments, L.P. | 70,436 | $12.2M | 0.13% | −65,337−48.1% | Reduced |
| Balyasny Asset Management LLC | 70,838 | $12.3M | 0.05% | +70,838 | New |