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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 11,443 | $1.99M | 0.16% | −4,199−26.8% | Reduced |
| Captrust Financial Advisors | 11,376 | $1.98M | 0.01% | +73+0.6% | Added |
| Aigen Investment Management, LP | 11,455 | $1.94M | 0.12% | −26,881−70.1% | Reduced |
| Fayez Sarofim & Co | 11,150 | $1.94M | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,158 | $1.93M | 0.06% | +1,701+18.0% | Added |
| Advisory Services Network, LLC | 10,998 | $1.91M | 0.06% | +256+2.4% | Added |
| Tealwood Asset Management Inc | 10,952 | $1.90M | 0.76% | −700−6.0% | Reduced |
| Banque Pictet & Cie SA | 10,866 | $1.89M | 0.01% | +266+2.5% | Added |
| Cetera Advisor Networks LLC | 10,793 | $1.88M | 0.02% | +3,290+43.8% | Added |
| Focus Financial Network, Inc. | 10,688 | $1.86M | 0.27% | +10,688 | New |
| Cary Street Partners Asset Management LLC | 10,325 | $1.79M | 0.38% | −590−5.4% | Reduced |
| First National Trust Co | 10,283 | $1.79M | 0.09% | +37+0.4% | Added |
| Roosevelt Investment Group LLC | 10,158 | $1.77M | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 10,152 | $1.76M | 0.06% | +4,924+94.2% | Added |
| CWM, LLC | 10,044 | $1.75M | 0.01% | +10,044 | New |
| Hartline Investment Corp | 10,000 | $1.74M | 0.24% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10,000 | $1.74M | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 9,966 | $1.73M | 0.15% | −457−4.4% | Reduced |
| Altium Wealth Management LLC | 9,908 | $1.72M | 0.11% | +89+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 9,891 | $1.72M | 0.10% | +56+0.6% | Added |
| Chesley Taft & Associates LLC | 9,845 | $1.71M | 0.09% | −250−2.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,762 | $1.70M | 0.06% | −485−4.7% | Reduced |
| Ativo Capital Management LLC | 9,750 | $1.70M | 0.75% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,667 | $1.68M | 0.11% | +2,204+29.5% | Added |
| Ieq Capital, LLC | 9,631 | $1.67M | 0.04% | +809+9.2% | Added |
| James Hambro & Partners | 9,621 | $1.67M | 0.11% | +435+4.7% | Added |
| Grimes & Company, Inc. | 9,511 | $1.65M | 0.08% | +24+0.3% | Added |
| Ci Investments Inc. | 9,354 | $1.63M | 0.01% | −2,744−22.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,324 | $1.62M | 0.01% | −260−2.7% | Reduced |
| Enterprise Bank & Trust Co | 9,295 | $1.62M | 0.57% | +633+7.3% | Added |
| Hills Bank & Trust Co | 9,226 | $1.60M | 0.22% | +132+1.5% | Added |
| CX Institutional | 9,174 | $1.59M | 0.13% | −186−2.0% | Reduced |
| Howland Capital Management LLC | 9,005 | $1.56M | 0.08% | +8+0.1% | Added |
| Sofos Investments, Inc. | 3,132 | $1.56M | 0.12% | +3,123+34,700.0% | Added |
| Moneta Group Investment Advisors LLC | 8,848 | $1.54M | 0.06% | +270+3.1% | Added |
| Wimmer Associates 1, LLC | 8,843 | $1.54M | 0.82% | +22+0.2% | Added |
| Zions Bancorporation, N.A. | 8,744 | $1.52M | 0.13% | +685+8.5% | Added |
| Empirical Finance, LLC | 8,722 | $1.52M | 0.18% | +2,320+36.2% | Added |
| LS Investment Advisors, LLC | 8,604 | $1.50M | 0.23% | −292−3.3% | Reduced |
| Neville Rodie & Shaw Inc | 8,530 | $1.48M | 0.11% | 00.0% | Unchanged |
| 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 |
| IndexIQ Advisors LLC | 8,415 | $1.46M | 0.05% | −323−3.7% | Reduced |
| Bremer Bank National Association | 8,363 | $1.45M | 0.24% | −3,037−26.6% | Reduced |
| USA Financial Portformulas Corp | 8,290 | $1.44M | 1.24% | +8,257+25,021.2% | Added |
| SRB Corp | 8,252 | $1.44M | 0.07% | −2,710−24.7% | Reduced |
| Wilkins Investment Counsel Inc | 8,240 | $1.43M | 0.32% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,229 | $1.43M | 0.08% | +493+6.4% | Added |
| Donaldson Capital Management, LLC | 8,108 | $1.41M | 0.06% | −92−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,988 | $1.39M | 0.25% | +41+0.5% | Added |
| Peapack Gladstone Financial Corp | 7,982 | $1.39M | 0.03% | +353+4.6% | Added |
| Thompson Siegel & Walmsley LLC | 7,964 | $1.38M | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 7,929 | $1.38M | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 8,745 | $1.37M | 0.50% | −3,612−29.2% | Reduced |
| Profund Advisors LLC | 7,853 | $1.36M | 0.04% | +433+5.8% | Added |
| Mount Yale Investment Advisors, LLC | 7,814 | $1.36M | 0.14% | −223−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 7,767 | $1.35M | 0.08% | +468+6.4% | Added |
| Annex Advisory Services, LLC | 7,760 | $1.35M | 0.09% | +270+3.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.34M | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 7,717 | $1.34M | 0.17% | +555+7.7% | Added |
| Pensionfund DSM Netherlands | 7,700 | $1.34M | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,513 | $1.31M | 0.06% | +363+5.1% | Added |
| TCTC Holdings, LLC | 7,496 | $1.30M | 0.06% | 00.0% | Unchanged |
| Wintrust Investments LLC | 7,462 | $1.30M | 0.12% | +7,462 | New |
| HM Payson & Co | 7,454 | $1.30M | 0.03% | −164−2.2% | Reduced |
| United Bank | 7,436 | $1.29M | 0.69% | −157−2.1% | Reduced |
| Essex Investment Management Co LLC | 7,430 | $1.29M | 0.15% | 00.0% | Unchanged |
| Ascent Group, LLC | 8,202 | $1.29M | 0.16% | +8,202 | New |
| Deseret Mutual Benefit Administrators | 7,402 | $1.29M | 0.22% | +182+2.5% | Added |
| Trust Co of Toledo NA | 7,346 | $1.28M | 0.19% | −14−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 7,346 | $1.28M | 0.06% | +2,431+49.5% | Added |
| Twinbeech Capital LP | 7,306 | $1.27M | 0.07% | −23,436−76.2% | Reduced |
| Bartlett & Co. LLC | 7,304 | $1.27M | 0.02% | −221−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,304 | $1.27M | 0.02% | −221−2.9% | Reduced |
| Icon Advisers Inc | 7,300 | $1.27M | 0.20% | +2,600+55.3% | Added |
| Kingsview Wealth Management, LLC | 7,284 | $1.27M | 0.05% | +7,284 | New |
| PFG Advisors | 7,232 | $1.26M | 0.13% | +435+6.4% | Added |
| Engineers Gate Manager LP | 7,030 | $1.22M | 0.05% | −25,883−78.6% | Reduced |
| Bowen Hanes & Co Inc | 7,009 | $1.22M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,966 | $1.21M | 0.04% | −203−2.8% | Reduced |
| Canandaigua National Corp | 6,945 | $1.21M | 0.18% | −496−6.7% | Reduced |
| GWM Advisors LLC | 6,900 | $1.20M | 0.02% | +2,220+47.4% | Added |
| Belpointe Asset Management LLC | 6,834 | $1.19M | 0.07% | −3,059−30.9% | Reduced |
| Gladstone Institutional Advisory LLC | 6,826 | $1.19M | 0.09% | −1,121−14.1% | Reduced |
| Walleye Capital LLC | 6,795 | $1.18M | 0.04% | +6,795 | New |
| Citizens & Northern Corp | 6,770 | $1.18M | 0.42% | −297−4.2% | Reduced |
| Greenleaf Trust | 6,726 | $1.17M | 0.01% | +312+4.9% | Added |
| Signaturefd, LLC | 6,642 | $1.15M | 0.04% | +389+6.2% | Added |
| US Asset Management LLC | 6,624 | $1.15M | 1.10% | −4−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,600 | $1.15M | 0.12% | +1,430+27.7% | Added |
| Smithfield Trust Co | 6,600 | $1.15M | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,453 | $1.12M | 0.13% | +944+17.1% | Added |
| Elmwood Wealth Management, Inc. | 6,428 | $1.12M | 0.53% | +6,428 | New |
| Raymond James Trust N.A. | 6,417 | $1.11M | 0.03% | −1,458−18.5% | Reduced |
| Arcus Capital Partners, LLC | 6,395 | $1.11M | 0.38% | +3,023+89.7% | Added |
| Versor Investments LP | 6,400 | $1.11M | 0.03% | +6,400 | New |
| Clearstead Advisors, LLC | 6,382 | $1.11M | 0.08% | −419−6.2% | Reduced |
| Coldstream Capital Management Inc | 6,299 | $1.09M | 0.03% | +3,207+103.7% | Added |
| Allred Capital Management, LLC | 6,298 | $1.09M | 0.53% | −116−1.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,260 | $1.09M | 0.11% | 00.0% | Unchanged |