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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 16,709 | $1.09M | 0.24% | +10,119+153.6% | Added |
| NewEdge Wealth, LLC | 6,213 | $1.08M | 0.05% | +1,787+40.4% | Added |
| Boltwood Capital Management | 6,197 | $1.08M | 0.40% | +40+0.6% | Added |
| Gries Financial LLC | 6,189 | $1.08M | 0.44% | +88+1.4% | Added |
| Boyd Watterson Asset Management LLC | 6,091 | $1.06M | 0.35% | −12−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 6,079 | $1.06M | 0.00% | +858+16.4% | Added |
| Blueshift Asset Management, LLC | 6,029 | $1.05M | 0.09% | −23,391−79.5% | Reduced |
| West Paces Advisors Inc. | 6,025 | $1.05M | 0.33% | −818−12.0% | Reduced |
| Pluribus Labs, LLC | 6,014 | $1.04M | 1.10% | +6,014 | New |
| Aries Wealth Management | 5,991 | $1.04M | 0.40% | −455−7.1% | Reduced |
| Brighton Jones LLC | 5,951 | $1.03M | 0.05% | +65+1.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,947 | $1.03M | 0.39% | +948+19.0% | Added |
| Lester Murray Antman dba SimplyRich | 5,944 | $1.03M | 0.34% | +53+0.9% | Added |
| TD Private Client Wealth LLC | 5,939 | $1.03M | 0.04% | +34+0.6% | Added |
| Shelton Capital Management | 5,915 | $1.03M | 0.04% | −397−6.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,914 | $1.03M | 0.03% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 5,833 | $1.01M | 0.18% | +618+11.9% | Added |
| Venturi Wealth Management, LLC | 5,802 | $1.01M | 0.08% | −375−6.1% | Reduced |
| Summit Financial, LLC | 5,744 | $998.4K | 0.08% | +1,803+45.7% | Added |
| Bayesian Capital Management, LP | 5,730 | $996.0K | 0.31% | −6,370−52.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,677 | $987.0K | 0.03% | +691+13.9% | Added |
| Desjardins Global Asset Management Inc. | 5,680 | $987.0K | 0.08% | +5,680 | New |
| Moloney Securities Asset Management, LLC | 5,663 | $984.0K | 0.17% | −398−6.6% | Reduced |
| Heartland Bank & Trust Co | 5,658 | $983.0K | 0.73% | +88+1.6% | Added |
| Ashfield Capital Partners, LLC | 5,622 | $977.0K | 0.06% | +200+3.7% | Added |
| Wealth Alliance | 5,472 | $951.0K | 0.19% | +27+0.5% | Added |
| Pinnacle Associates Ltd | 5,374 | $934.0K | 0.02% | +3,057+131.9% | Added |
| Clarius Group, LLC | 5,361 | $932.0K | 0.07% | +165+3.2% | Added |
| Symmetry Partners, LLC | 5,355 | $931.0K | 0.06% | −289−5.1% | Reduced |
| Tdam USA Inc. | 5,308 | $923.0K | 0.06% | −151−2.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,285 | $918.0K | 0.36% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,211 | $905.0K | 0.06% | −2,800−35.0% | Reduced |
| Regents of the University of California | 5,200 | $904.0K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 5,187 | $902.0K | 0.02% | +589+12.8% | Added |
| Douglas Lane & Associates, LLC | 5,135 | $893.0K | 0.01% | −375−6.8% | Reduced |
| JGP Wealth Management, LLC | 5,396 | $889.0K | 0.17% | +963+21.7% | Added |
| Truehand, Inc | 5,073 | $882.0K | 0.52% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,034 | $875.0K | 0.10% | +92+1.9% | Added |
| Integrated Advisors Network LLC | 5,028 | $874.0K | 0.05% | +687+15.8% | Added |
| Capital Investment Advisors, LLC | 4,998 | $869.0K | 0.03% | −1,194−19.3% | Reduced |
| FORA Capital, LLC | 4,951 | $861.0K | 0.33% | +4,951 | New |
| Trust Asset Management LLC | 4,916 | $854.0K | 0.11% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 4,900 | $851.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,884 | $849.0K | 0.02% | +1,195+32.4% | Added |
| Personal Wealth Partners | 4,872 | $847.0K | 0.35% | 00.0% | Unchanged |
| Norway Savings Bank | 4,871 | $847.0K | 0.37% | +10+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,869 | $846.0K | 0.01% | −41−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,864 | $845.0K | 0.07% | +414+9.3% | Added |
| West Family Investments, Inc. | 4,835 | $840.0K | 0.24% | −210−4.2% | Reduced |
| SFMG, LLC | 4,826 | $839.0K | 0.08% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,800 | $834.0K | 0.19% | 00.0% | Unchanged |
| Astrantus Ltd | 4,800 | $834.0K | 0.62% | +4,800 | New |
| Oppenheimer & Co Inc | 4,771 | $829.0K | 0.01% | +109+2.3% | Added |
| Parallel Advisors, LLC | 4,766 | $829.0K | 0.03% | +383+8.7% | Added |
| Leonteq Securities AG | 4,760 | $827.4K | 0.04% | −117−2.4% | Reduced |
| Hilltop Holdings Inc. | 4,753 | $827.0K | 0.09% | +519+12.3% | Added |
| Williams Jones Wealth Management, LLC. | 4,722 | $821.0K | 0.01% | +4,722 | New |
| Sentry Investment Management LLC | 4,714 | $819.0K | 0.22% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,660 | $810.0K | 0.01% | +4,660 | New |
| Amplius Wealth Advisors, LLC | 4,662 | $810.0K | 0.11% | +4,662 | New |
| Proequities, Inc. | 4,655 | $809.0K | 0.05% | +86+1.9% | Added |
| AGF Investments LLC | 4,653 | $809.0K | 0.07% | +669+16.8% | Added |
| Bryn Mawr Trust Co | 4,641 | $807.0K | 0.03% | −1,200−20.5% | Reduced |
| Arden Trust Co | 4,599 | $800.0K | 0.14% | −127−2.7% | Reduced |
| MBB Public Markets I LLC | 4,558 | $792.0K | 0.02% | +4,558 | New |
| Gateway Investment Advisers LLC | 4,529 | $787.0K | 0.01% | −320−6.6% | Reduced |
| Kalos Management, Inc. | 4,792 | $785.0K | 0.21% | +228+5.0% | Added |
| Fosun International Ltd | 4,507 | $784.0K | 0.04% | 00.0% | Unchanged |
| Mirova | 4,425 | $769.0K | 0.09% | +2,878+186.0% | Added |
| Metis Global Partners, LLC | 4,416 | $768.0K | 0.21% | +4,416 | New |
| Stokes Family Office, LLC | 4,371 | $760.0K | 0.09% | +768+21.3% | Added |
| Blueprint Investment Partners LLC | 4,348 | $755.8K | 0.19% | +1,122+34.8% | Added |
| VeraBank, N.A. | 4,320 | $751.0K | 0.38% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,200 | $730.0K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 4,184 | $727.0K | 0.05% | +713+20.5% | Added |
| Western Wealth Management, LLC | 4,190 | $727.0K | 0.07% | +4,190 | New |
| First Manhattan Co | 4,173 | $725.0K | 0.00% | +3,639+681.5% | Added |
| King Luther Capital Management Corp | 4,148 | $721.0K | 0.00% | +28+0.7% | Added |
| Dowling & Yahnke LLC | 4,135 | $719.0K | 0.03% | +1,087+35.7% | Added |
| Atlantic Union Bankshares Corp | 4,126 | $717.0K | 0.06% | −5−0.1% | Reduced |
| CAPROCK Group, Inc. | 4,118 | $716.0K | 0.06% | +687+20.0% | Added |
| HRT Financial LP | 4,105 | $713.0K | 0.00% | −3,867−48.5% | Reduced |
| Missouri Trust & Investment Co | 4,075 | $708.0K | 0.41% | +4,075 | New |
| Fukoku Mutual Life Insurance Co | 4,030 | $700.0K | 0.05% | +140+3.6% | Added |
| Robotti Robert | 4,000 | $695.0K | 0.14% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,998 | $695.0K | 0.01% | +980+32.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $694.0K | 0.37% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,974 | $691.0K | 0.03% | +3,974 | New |
| Alphasimplex Group, LLC | 3,960 | $688.0K | 1.17% | −4,079−50.7% | Reduced |
| Stiles Financial Services Inc | 3,956 | $681.0K | 0.33% | +3,956 | New |
| McAdam, LLC | 3,912 | $680.0K | 0.07% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,896 | $677.0K | 0.46% | +3,896 | New |
| Matthew Goff Investment Advisor, LLC | 3,891 | $676.0K | 0.15% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 3,871 | $672.0K | 0.00% | +472+13.9% | Added |
| Hutchinson Capital Management | 3,776 | $656.0K | 0.15% | +4+0.1% | Added |
| ASB Consultores, LLC | 3,764 | $654.0K | 0.32% | +3,764 | New |
| 44 Wealth Management LLC | 3,740 | $650.0K | 0.23% | +448+13.6% | Added |
| American Portfolios Advisors | 3,723 | $647.0K | 0.02% | −155−4.0% | Reduced |
| Bridgewater Advisors Inc. | 3,707 | $644.0K | 0.14% | +465+14.3% | Added |
| Gyroscope Capital Management Group, LLC | 3,698 | $643.0K | 0.23% | −913−19.8% | Reduced |