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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 24,038 | $4.18M | 0.34% | +9,297+63.1% | Added |
| Quantbot Technologies LP | 23,900 | $4.15M | 0.34% | −20,341−46.0% | Reduced |
| Keybank National Association | 23,839 | $4.14M | 0.02% | −97−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 23,824 | $4.14M | 0.12% | +1,200+5.3% | Added |
| MU Investments Co., Ltd. | 23,760 | $4.13M | 4.17% | −5,590−19.0% | Reduced |
| Lafayette Investments, Inc. | 23,200 | $4.03M | 1.01% | −160−0.7% | Reduced |
| Pendal Group Limited | 22,999 | $4.00M | 0.03% | +22,999 | New |
| MD Financial Management Inc. | 22,895 | $3.98M | 0.10% | +2,484+12.2% | Added |
| Heritage Trust Co | 22,845 | $3.97M | 0.51% | −358−1.5% | Reduced |
| NBW Capital LLC | 22,765 | $3.96M | 0.88% | −414−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,715 | $3.95M | 0.08% | −296−1.3% | Reduced |
| NFJ Investment Group, LLC | 22,552 | $3.92M | 0.07% | −2,547−10.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,535 | $3.92M | 0.24% | +683+3.1% | Added |
| South Dakota Investment Council | 22,140 | $3.85M | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.82M | 1.63% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 21,864 | $3.80M | 0.03% | −949−4.2% | Reduced |
| Kames Capital plc | 21,245 | $3.69M | 0.05% | −2,451−10.3% | Reduced |
| Sumitomo Life Insurance Co | 21,198 | $3.69M | 0.09% | −634−2.9% | Reduced |
| MML Investors Services, LLC | 21,187 | $3.68M | 0.03% | +1,902+9.9% | Added |
| Veritable, L.P. | 21,034 | $3.66M | 0.05% | +54+0.3% | Added |
| Pensionfund Sabic | 20,700 | $3.60M | 0.67% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 20,601 | $3.58M | 0.47% | +20,601 | New |
| Souders Financial Advisors | 20,469 | $3.56M | 1.02% | −182−0.9% | Reduced |
| Banque Cantonale Vaudoise | 20,161 | $3.50M | 0.14% | −725−3.5% | Reduced |
| Freestone Capital Holdings, LLC | 20,161 | $3.50M | 0.15% | +13,400+198.2% | Added |
| RBF Capital, LLC | 20,000 | $3.48M | 0.22% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,616 | $3.40M | 0.05% | +222+1.1% | Added |
| LGT Group Foundation | 19,477 | $3.39M | 0.09% | +19,477 | New |
| Financial Engines Advisors L.L.C. | 19,423 | $3.38M | 0.01% | +4,693+31.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 19,368 | $3.37M | 0.27% | +85+0.4% | Added |
| American Trust | 18,893 | $3.28M | 0.25% | +18,893 | New |
| JustInvest LLC | 18,885 | $3.28M | 0.19% | +3,993+26.8% | Added |
| Capital Planning Advisors, LLC | 18,837 | $3.27M | 0.62% | +568+3.1% | Added |
| Jane Street Group, LLC | 18,612 | $3.23M | 0.01% | −49,688−72.7% | Reduced |
| Bokf, NA | 18,602 | $3.23M | 0.05% | −537−2.8% | Reduced |
| Essex LLC | 18,558 | $3.23M | 0.86% | +380+2.1% | Added |
| National Bank of Canada | 18,223 | $3.12M | 0.01% | +18,223 | New |
| Advisor Partners LLC | 17,914 | $3.11M | 0.19% | +550+3.2% | Added |
| Illinois Municipal Retirement Fund | 17,867 | $3.11M | 0.09% | +3,328+22.9% | Added |
| 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 |
| Northwest Investment Counselors, LLC | 17,448 | $3.03M | 0.75% | −24−0.1% | Reduced |
| Mercer Global Advisors Inc | 17,322 | $3.01M | 0.02% | +1,035+6.4% | Added |
| Mechanics Bank Trust Department | 16,971 | $2.95M | 0.44% | +245+1.5% | Added |
| Norinchukin Bank, The | 16,652 | $2.89M | 0.04% | −323−1.9% | Reduced |
| Mount Lucas Management LP | 16,588 | $2.88M | 0.82% | +16,588 | New |
| Lindenwold Advisors | 16,413 | $2.85M | 1.66% | +16,413 | New |
| Sawtooth Solutions, LLC | 16,346 | $2.84M | 0.32% | +9,630+143.4% | Added |
| River Wealth Advisors LLC | 16,319 | $2.84M | 0.44% | +809+5.2% | Added |
| Private Trust Co NA | 15,829 | $2.75M | 0.38% | −454−2.8% | Reduced |
| Regions Financial Corp | 15,811 | $2.75M | 0.02% | −167−1.0% | Reduced |
| HBK Sorce Advisory LLC | 15,584 | $2.71M | 0.14% | +313+2.0% | Added |
| ExodusPoint Capital Management, LP | 15,454 | $2.69M | 0.03% | −4,079−20.9% | Reduced |
| Everence Capital Management Inc | 15,390 | $2.67M | 0.20% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,000 | $2.61M | 0.03% | +4,012+36.5% | Added |
| Welch & Forbes LLC | 14,720 | $2.56M | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 14,681 | $2.55M | 0.71% | +250+1.7% | Added |
| Reilly Financial Advisors, LLC | 14,675 | $2.55M | 0.19% | −1,038−6.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 14,623 | $2.54M | 0.05% | +3,200+28.0% | Added |
| Acorn Financial Advisory Services Inc | 14,607 | $2.54M | 0.51% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,549 | $2.52M | 0.03% | +1,459+11.1% | Added |
| KCS Wealth Advisory | 14,517 | $2.52M | 1.01% | −503−3.3% | Reduced |
| Logan Capital Management Inc | 14,471 | $2.52M | 0.11% | +96+0.7% | Added |
| Pitcairn Co | 14,375 | $2.50M | 0.16% | −62−0.4% | Reduced |
| Marshall Wace, LLP | 14,341 | $2.49M | 0.00% | +14,341 | New |
| Virtu Financial LLC | 14,312 | $2.49M | 0.25% | +11,783+465.9% | Added |
| Beacon Pointe Advisors, LLC | 14,263 | $2.48M | 0.06% | +1,221+9.4% | Added |
| American National Insurance Co | 13,925 | $2.42M | 0.54% | −126,635−90.1% | Reduced |
| 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 |
| AE Wealth Management LLC | 13,660 | $2.37M | 0.02% | +1,897+16.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,497 | $2.35M | 0.22% | +95+0.7% | Added |
| Argent Trust Co | 13,372 | $2.33M | 0.14% | −110−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,257 | $2.30M | 0.15% | +13,257 | New |
| Crestline Management, LP | 13,223 | $2.30M | 0.17% | +13,223 | New |
| Toroso Investments, LLC | 13,086 | $2.27M | 0.07% | +6,365+94.7% | Added |
| Bessemer Group Inc | 13,084 | $2.27M | 0.00% | +502+4.0% | Added |
| 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 |
| Heritage Wealth Advisors | 12,914 | $2.25M | 0.12% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 12,684 | $2.21M | 0.08% | +3,800+42.8% | Added |
| 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 |
| Prudential PLC | 12,561 | $2.18M | 0.03% | +12,561 | New |
| Pathstone Family Office, LLC | 12,438 | $2.16M | 0.05% | +844+7.3% | Added |
| Lincoln National Corp | 12,379 | $2.15M | 0.04% | −766−5.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 12,292 | $2.14M | 0.71% | −20.0% | Reduced |
| Banco Santander, S.A. | 12,079 | $2.10M | 0.01% | −3,528−22.6% | Reduced |
| Kestra Advisory Services, LLC | 12,075 | $2.10M | 0.02% | −2,476−17.0% | Reduced |
| Venture Visionary Partners LLC | 12,030 | $2.09M | 0.14% | +437+3.8% | Added |
| Union Heritage Capital, LLC | 12,000 | $2.09M | 0.98% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11,976 | $2.08M | 0.78% | 00.0% | Unchanged |
| 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 |
| WBI Investments | 11,764 | $2.04M | 0.33% | −18,693−61.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,658 | $2.03M | 1.01% | +11,658 | New |
| Strategic Investment Advisors | 11,549 | $2.01M | 0.39% | +69+0.6% | Added |
| Redpoint Investment Management Pty Ltd | 11,535 | $2.00M | 0.16% | −639−5.2% | Reduced |
| Fieldpoint Private Securities, LLC | 11,478 | $2.00M | 0.39% | +320+2.9% | Added |
| Arabesque Asset Management Ltd | 11,449 | $1.99M | 0.57% | +11,449 | New |