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 |
|---|---|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 3,701 | $643.0K | 0.56% | +3,701 | New |
| D.A. Davidson & Co. | 3,662 | $637.0K | 0.01% | +22+0.6% | Added |
| Caldwell Trust Co | 3,636 | $632.0K | 0.07% | −130−3.5% | Reduced |
| Gofen & Glossberg LLC | 3,628 | $631.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,631 | $631.0K | 0.01% | +1,074+42.0% | Added |
| Buckingham Strategic Wealth, LLC | 3,620 | $629.0K | 0.01% | +129+3.7% | Added |
| Jump Financial, LLC | 3,600 | $626.0K | 0.04% | −6,514−64.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,592 | $625.0K | 0.13% | +112+3.2% | Added |
| Ausdal Financial Partners, Inc. | 3,560 | $619.0K | 0.08% | −50−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 3,550 | $617.0K | 0.04% | +150+4.4% | Added |
| Echo Street Capital Management LLC | 3,543 | $616.0K | 0.00% | −1,691−32.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,515 | $611.0K | 0.05% | +336+10.6% | Added |
| Truefg, LLC | 3,500 | $608.0K | 0.27% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $608.0K | 0.12% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,267 | $607.0K | 0.05% | −50−1.2% | Reduced |
| Henshaw Capital LLC | 3,466 | $602.5K | 0.03% | 00.0% | Unchanged |
| Engine No. 1 LLC | 3,456 | $601.0K | 0.12% | +717+26.2% | Added |
| Bank of New Hampshire | 3,451 | $600.0K | 0.15% | −65−1.8% | Reduced |
| Quantamental Technologies LLC | 3,431 | $596.0K | 0.30% | +458+15.4% | Added |
| Cullen/Frost Bankers, Inc. | 3,423 | $595.0K | 0.01% | +183+5.6% | Added |
| Reynders McVeigh Capital Management, LLC | 3,398 | $591.0K | 0.03% | +473+16.2% | Added |
| HB Wealth Management, LLC | 3,402 | $591.0K | 0.01% | +3,402 | New |
| Domani Wealth, LLC | 3,340 | $581.0K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,309 | $575.0K | 0.02% | +450+15.7% | Added |
| DSM Capital Partners LLC | 3,280 | $570.0K | 0.01% | −2,530−43.5% | Reduced |
| Contravisory Investment Management, Inc. | 3,271 | $569.0K | 0.15% | −147−4.3% | Reduced |
| Abbrea Capital, LLC | 3,257 | $566.0K | 0.08% | +1,009+44.9% | Added |
| Rodgers Brothers Inc. | 3,250 | $565.0K | 0.10% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $564.0K | 0.11% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 3,239 | $563.0K | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,222 | $560.0K | 0.12% | +1,243+62.8% | Added |
| Bill Few Associates, Inc. | 3,210 | $558.0K | 0.29% | +3,210 | New |
| Tower Bridge Advisors | 3,200 | $556.2K | 0.03% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,190 | $554.0K | 0.16% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,176 | $552.0K | 0.10% | +46+1.5% | Added |
| Leavell Investment Management, Inc. | 3,150 | $548.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,136 | $545.0K | 0.03% | +784+33.3% | Added |
| Prospector Partners LLC | 3,100 | $539.0K | 0.06% | −800−20.5% | Reduced |
| Defined Wealth Management, LLC | 3,095 | $538.0K | 0.44% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,079 | $535.0K | 0.09% | +3,079 | New |
| Waller Financial Planning Group, Inc | 3,070 | $534.0K | 0.13% | +10+0.3% | Added |
| Forum Financial Management, LP | 3,046 | $529.0K | 0.03% | +3,046 | New |
| KB Financial Partners, LLC | 3,000 | $521.0K | 0.15% | −248−7.6% | Reduced |
| North Star Asset Management Inc | 2,991 | $520.0K | 0.03% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,985 | $519.0K | 0.11% | −128−4.1% | Reduced |
| Strategic Blueprint, LLC | 2,972 | $517.0K | 0.07% | +2,972 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,950 | $513.0K | 0.04% | +280+10.5% | Added |
| Bollard Group LLC | 2,938 | $511.0K | 0.02% | +10+0.3% | Added |
| EverSource Wealth Advisors, LLC | 2,935 | $511.0K | 0.14% | +2,935 | New |
| Israel Discount Bank of New York | 2,923 | $508.0K | 0.31% | −105−3.5% | Reduced |
| Cambridge Trust Co | 2,922 | $508.0K | 0.02% | +2,922 | New |
| Cetera Investment Advisers | 2,911 | $506.0K | 0.01% | +231+8.6% | Added |
| Thompson Davis & Co., Inc. | 2,900 | $504.0K | 0.42% | +2,900 | New |
| National Asset Management, Inc. | 2,872 | $499.0K | 0.01% | −89−3.0% | Reduced |
| Strid Group, LLC | 2,864 | $498.0K | 0.10% | −1,720−37.5% | Reduced |
| Dodge & Cox | 2,860 | $497.0K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 2,856 | $496.0K | 0.00% | −44−1.5% | Reduced |
| Twin Focus Capital Partners, LLC | 2,847 | $495.0K | 0.10% | +204+7.7% | Added |
| Cahaba Wealth Management, Inc. | 2,828 | $492.0K | 0.07% | −19−0.7% | Reduced |
| Moors & Cabot, Inc. | 2,825 | $491.0K | 0.03% | −395−12.3% | Reduced |
| Ruffer LLP | 2,900 | $487.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,924 | $479.0K | 0.15% | +2,924 | New |
| Resources Investment Advisors, LLC. | 2,734 | $475.0K | 0.02% | −1,526−35.8% | Reduced |
| Kenfarb & Co. | 2,735 | $475.0K | 0.35% | +2,735 | New |
| Quadrature Capital Ltd | 2,697 | $469.0K | 0.02% | +2,697 | New |
| Thrive Wealth Management, LLC | 2,679 | $466.0K | 0.16% | +2,679 | New |
| Fulton Bank, N.A. | 2,679 | $465.0K | 0.02% | −15−0.6% | Reduced |
| LMR Partners LLP | 2,644 | $460.0K | 0.01% | +2,644 | New |
| Sutton Wealth Advisors Inc. | 2,643 | $459.4K | 0.15% | −14−0.5% | Reduced |
| Ballentine Partners, LLC | 2,632 | $457.0K | 0.01% | −4−0.2% | Reduced |
| Reliant Investment Management, LLC | 2,621 | $456.0K | 0.19% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,625 | $456.0K | 0.12% | +740+39.3% | Added |
| Boston Research & Management Inc | 2,620 | $455.0K | 0.12% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 2,607 | $453.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,600 | $452.0K | 0.01% | −404−13.4% | Reduced |
| Westover Capital Advisors, LLC | 2,591 | $450.0K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,580 | $448.0K | 0.06% | +2,580 | New |
| NorthRock Partners, LLC | 2,563 | $446.0K | 0.03% | −374−12.7% | Reduced |
| Windsor Group LTD | 2,662 | $445.0K | 0.08% | +2,662 | New |
| Accurate Wealth Management, LLC | 2,692 | $439.0K | 0.36% | +81+3.1% | Added |
| X-Square Capital, LLC | 2,519 | $438.0K | 0.22% | +277+12.4% | Added |
| Buckley Wealth Management, LLC | 2,508 | $436.0K | 0.13% | −1,360−35.2% | Reduced |
| DF Dent & Co Inc | 2,508 | $436.0K | 0.00% | −103−3.9% | Reduced |
| Hall Laurie J Trustee | 2,490 | $432.0K | 0.15% | −20−0.8% | Reduced |
| Red Cedar Investment Management, LLC | 2,481 | $431.0K | 0.05% | +2,481 | New |
| SOL Capital Management CO | 2,470 | $429.0K | 0.08% | −50−2.0% | Reduced |
| ARS Investment Partners, LLC | 2,453 | $426.0K | 0.04% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,443 | $425.0K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $423.0K | 0.28% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,400 | $417.0K | 0.14% | −150−5.9% | Reduced |
| PDT Partners, LLC | 2,400 | $417.0K | 0.03% | +2,400 | New |
| Laurion Capital Management LP | 2,392 | $416.0K | 0.01% | +2,392 | New |
| GraniteShares Advisors LLC | 2,368 | $411.0K | 0.19% | +2,368 | New |
| Campbell & CO Investment Adviser LLC | 2,355 | $409.0K | 0.14% | +2,355 | New |
| Powell Investment Advisors, LLC | 2,350 | $408.0K | 0.23% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,340 | $407.0K | 0.03% | +25+1.1% | Added |
| InterOcean Capital Group, LLC | 2,320 | $403.0K | 0.02% | 00.0% | Unchanged |
| Center For Asset Management LLC | 2,319 | $403.0K | 0.30% | +804+53.1% | Added |
| Lantz Financial LLC | 2,292 | $398.0K | 0.18% | 00.0% | Unchanged |
| AIA Group Ltd | 2,287 | $398.0K | 0.02% | +2,287 | New |