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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 54,400 | $9.46M | 0.19% | +4,200+8.4% | Added |
| Girard Partners Ltd. | 53,893 | $9.37M | 1.02% | −1,539−2.8% | Reduced |
| Calamos Wealth Management LLC | 52,424 | $9.11M | 0.67% | +692+1.3% | Added |
| Bell Asset Management Ltd | 51,957 | $9.03M | 1.46% | −6,020−10.4% | Reduced |
| Northwest & Ethical Investments L.P. | 51,513 | $8.95M | 0.26% | +8,689+20.3% | Added |
| Hartford Investment Management Co | 51,358 | $8.93M | 0.21% | +3,908+8.2% | Added |
| HAP Trading, LLC | 51,334 | $8.92M | 0.62% | +17,636+52.3% | Added |
| Atria Investments LLC | 51,170 | $8.89M | 0.16% | +4,431+9.5% | Added |
| Compagnie Lombard Odier SCmA | 51,082 | $8.88M | 0.18% | −4,100−7.4% | Reduced |
| Washington Trust Bank | 50,879 | $8.84M | 0.86% | +2,275+4.7% | Added |
| Westpac Banking Corp | 49,235 | $8.56M | 0.09% | +989+2.0% | Added |
| Huntington National Bank | 49,026 | $8.52M | 0.08% | −527−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 48,863 | $8.49M | 0.11% | +2,707+5.9% | Added |
| Hudson Valley Investment Advisors Inc | 47,651 | $8.28M | 1.29% | −303−0.6% | Reduced |
| Kinneret Advisory, LLC | 47,620 | $8.28M | 0.86% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 47,345 | $8.23M | 0.35% | +47,345 | New |
| First Republic Investment Management, Inc. | 46,044 | $8.00M | 0.02% | +2,396+5.5% | Added |
| Susquehanna Fundamental Investments, LLC | 45,918 | $7.98M | 0.21% | +1,400+3.1% | Added |
| Shell Asset Management Co | 45,214 | $7.86M | 0.16% | −13,297−22.7% | Reduced |
| Crossmark Global Holdings, Inc. | 44,597 | $7.75M | 0.17% | +12,288+38.0% | Added |
| Tower Research Capital LLC (TRC) | 43,051 | $7.48M | 0.13% | +27,760+181.5% | Added |
| Securian Asset Management, Inc | 42,760 | $7.43M | 0.14% | −281−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 37,677 | $7.22M | 0.07% | +37,677 | New |
| Worldquant Millennium Advisors LLC | 41,053 | $7.14M | 0.14% | +41,053 | New |
| Wealthfront Advisers LLC | 40,576 | $7.05M | 0.03% | +6,167+17.9% | Added |
| Hudson Bay Capital Management LP | 40,000 | $6.95M | 0.08% | −15,000−27.3% | Reduced |
| Capital International Sarl | 39,964 | $6.95M | 0.33% | +2,044+5.4% | Added |
| Vestcor Inc | 39,840 | $6.92M | 0.24% | −20,817−34.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 39,556 | $6.88M | 0.25% | +2,730+7.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,362 | $6.84M | 0.01% | +280+0.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 39,347 | $6.84M | 0.32% | −1,053−2.6% | Reduced |
| Creative Planning | 39,044 | $6.79M | 0.01% | +80.0% | Added |
| Xponance, Inc. | 38,973 | $6.77M | 0.11% | +6,101+18.6% | Added |
| Maryland State Retirement & Pension System | 38,747 | $6.74M | 0.18% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 38,618 | $6.71M | 0.19% | +2,990+8.4% | Added |
| Northcape Capital Pty Ltd | 38,503 | $6.69M | 0.68% | +47+0.1% | Added |
| Allstate Corp | 38,268 | $6.65M | 0.13% | +23,322+156.0% | Added |
| Marks Group Wealth Management, Inc | 37,245 | $6.47M | 0.79% | −3,332−8.2% | Reduced |
| Caption Management, LLC | 37,000 | $6.43M | 0.40% | +3,710+11.1% | Added |
| Tudor Investment Corp Et Al | 36,918 | $6.42M | 0.12% | −29,598−44.5% | Reduced |
| Blair William & Co | 36,831 | $6.40M | 0.02% | +1,509+4.3% | Added |
| Bennett Selby Investments LP | 36,280 | $6.31M | 3.64% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 35,225 | $6.12M | 0.20% | +1,863+5.6% | Added |
| M&T Bank Corp | 35,214 | $6.12M | 0.03% | −734−2.0% | Reduced |
| Jefferies Group LLC | 35,000 | $6.08M | 0.11% | +35,000 | New |
| Auxier Asset Management | 34,944 | $6.07M | 0.94% | −233−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 34,887 | $6.06M | 1.42% | +196+0.6% | Added |
| Churchill Management Corp | 34,709 | $6.03M | 0.08% | +897+2.7% | Added |
| Cape Cod Five Cents Savings Bank | 34,688 | $6.03M | 0.58% | −305−0.9% | Reduced |
| Tower View Investment Management & Research LLC | 34,422 | $5.98M | 3.05% | −27−0.1% | Reduced |
| Regentatlantic Capital LLC | 33,611 | $5.84M | 0.16% | +7,430+28.4% | Added |
| Assenagon Asset Management S.A. | 32,711 | $5.69M | 0.02% | +24,632+304.9% | Added |
| Private Advisor Group, LLC | 32,212 | $5.60M | 0.04% | −14,934−31.7% | Reduced |
| SG Americas Securities, LLC | 31,659 | $5.50M | 0.04% | +1,289+4.2% | Added |
| Louisiana State Employees Retirement System | 31,600 | $5.49M | 0.12% | +100+0.3% | Added |
| Richard Bernstein Advisors LLC | 31,416 | $5.46M | 0.11% | +774+2.5% | Added |
| Brewin Dolphin Ltd | 31,308 | $5.44M | 0.24% | −8,915−22.2% | Reduced |
| New Mexico Educational Retirement Board | 30,941 | $5.38M | 0.18% | −2,300−6.9% | Reduced |
| Kentucky Retirement Systems | 30,823 | $5.36M | 0.22% | +838+2.8% | Added |
| Ethic Inc. | 30,739 | $5.34M | 0.41% | +3,771+14.0% | Added |
| Stokes Capital Advisors, LLC | 30,417 | $5.29M | 1.57% | −924−2.9% | Reduced |
| Exencial Wealth Advisors, LLC | 30,129 | $5.24M | 0.25% | +1,319+4.6% | Added |
| Sompo Asset Management Co., Ltd. | 29,990 | $5.21M | 1.04% | −2,730−8.3% | Reduced |
| Daiwa Securities Group Inc. | 29,709 | $5.16M | 0.03% | +768+2.7% | Added |
| Duality Advisers, LP | 29,619 | $5.15M | 0.56% | −21,421−42.0% | Reduced |
| Aptus Capital Advisors, LLC | 29,483 | $5.13M | 0.17% | +4,352+17.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 29,479 | $5.12M | 1.70% | +568+2.0% | Added |
| BNC Wealth Management, LLC | 29,374 | $5.11M | 2.42% | −215−0.7% | Reduced |
| DuPont Capital Management Corp | 28,719 | $4.99M | 0.18% | −9,470−24.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,606 | $4.97M | 0.09% | +8,166+40.0% | Added |
| CIBC World Markets Inc. | 28,425 | $4.94M | 0.02% | −19,787−41.0% | Reduced |
| Van Eck Associates Corp | 28,412 | $4.94M | 0.01% | +12,364+77.0% | Added |
| Siemens Fonds Invest GmbH | 28,348 | $4.92M | 0.32% | −2,826−9.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,221 | $4.91M | 0.18% | +3,520+14.3% | Added |
| Industrial Alliance Investment Management Inc. | 28,187 | $4.90M | 0.11% | +28,187 | New |
| Triasima Portfolio Management inc. | 28,055 | $4.88M | 0.24% | −1,345−4.6% | Reduced |
| Corient Capital Partners, LLC | 27,926 | $4.85M | 0.32% | −46−0.2% | Reduced |
| Harrington Investments, INC | 27,627 | $4.80M | 2.58% | +636+2.4% | Added |
| O'Shares Investment Advisers, LLC | 27,490 | $4.78M | 0.34% | +1,987+7.8% | Added |
| Moody National Bank Trust Division | 27,350 | $4.75M | 0.14% | −124,237−82.0% | Reduced |
| Parcion Private Wealth LLC | 29,212 | $4.71M | 0.43% | −314−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.69M | 0.59% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 26,874 | $4.67M | 0.01% | +189+0.7% | Added |
| Pacer Advisors, Inc. | 26,647 | $4.63M | 0.05% | −19,660−42.5% | Reduced |
| Cubist Systematic Strategies, LLC | 26,304 | $4.57M | 0.04% | −43,737−62.4% | Reduced |
| Citizens Financial Group Inc | 26,545 | $4.55M | 0.15% | −274−1.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 25,859 | $4.50M | 0.58% | −3,047−10.5% | Reduced |
| Bonness Enterprises Inc | 25,700 | $4.47M | 2.06% | −100−0.4% | Reduced |
| Synovus Financial Corp | 25,530 | $4.43M | 0.04% | +751+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 25,222 | $4.38M | 0.14% | −389−1.5% | Reduced |
| Olstein Capital Management, L.P. | 25,000 | $4.35M | 0.52% | −2,000−7.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,910 | $4.33M | 0.48% | +14,123+130.9% | Added |
| Icon Wealth Partners, LLC | 24,901 | $4.33M | 0.43% | −110−0.4% | Reduced |
| 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 |
| HNP Capital LLC | 24,598 | $4.28M | 0.97% | +21+0.1% | Added |
| Commerce Bank | 24,522 | $4.26M | 0.03% | +873+3.7% | Added |
| Oak Ridge Investments LLC | 24,469 | $4.25M | 0.36% | −368−1.5% | Reduced |
| Old Mission Capital LLC | 24,224 | $4.21M | 0.20% | +24,224 | New |
| Seeyond | 24,110 | $4.19M | 0.39% | −37−0.2% | Reduced |