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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 2,282 | $397.0K | 0.04% | −100−4.2% | Reduced |
| Schechter Investment Advisors, LLC | 2,279 | $396.0K | 0.04% | +2,279 | New |
| Chatham Capital Group, Inc. | 2,275 | $395.0K | 0.07% | +2,275 | New |
| BSW Wealth Partners | 2,253 | $392.0K | 0.10% | +151+7.2% | Added |
| Penserra Capital Management LLC | 2,250 | $391.0K | 0.01% | +420+23.0% | Added |
| Financial Counselors Inc | 2,239 | $389.0K | 0.01% | −1,968−46.8% | Reduced |
| Machina Capital S.A.S. | 2,230 | $388.0K | 0.94% | +873+64.3% | Added |
| Meiji Yasuda Life Insurance Co | 2,227 | $387.0K | 0.01% | −69−3.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $387.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,221 | $386.0K | 0.03% | +9+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,209 | $384.0K | 0.08% | +244+12.4% | Added |
| MUFG Americas Holdings Corp | 2,212 | $384.0K | 0.01% | +822+59.1% | Added |
| Destination Wealth Management | 2,199 | $382.0K | 0.01% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,190 | $381.0K | 0.17% | 00.0% | Unchanged |
| Balentine LLC | 2,187 | $380.0K | 0.01% | +827+60.8% | Added |
| Balasa Dinverno & Foltz LLC | 2,183 | $379.0K | 0.02% | −8−0.4% | Reduced |
| Geller Advisors LLC | 2,168 | $377.0K | 0.07% | +2+0.1% | Added |
| Pointe Capital Management LLC | 2,165 | $376.0K | 0.24% | +89+4.3% | Added |
| AdvisorNet Financial, Inc | 2,156 | $375.0K | 0.02% | +10+0.5% | Added |
| Glassman Wealth Services | 2,146 | $373.0K | 0.07% | −583−21.4% | Reduced |
| Krane Funds Advisors LLC | 2,144 | $373.0K | 0.01% | −509−19.2% | Reduced |
| Perigon Wealth Management, LLC | 2,148 | $373.0K | 0.03% | +731+51.6% | Added |
| Gilbert & Cook, Inc. | 2,142 | $372.0K | 0.06% | −80−3.6% | Reduced |
| Proficio Capital Partners LLC | 2,139 | $372.0K | 0.05% | +35+1.7% | Added |
| BOK Financial Private Wealth, Inc. | 2,142 | $372.0K | 0.03% | +239+12.6% | Added |
| Bank of the West | 2,126 | $369.0K | 0.03% | +38+1.8% | Added |
| Valeo Financial Advisors, LLC | 2,121 | $369.0K | 0.02% | +210+11.0% | Added |
| Eqis Capital Management, Inc. | 2,112 | $367.0K | 0.03% | +28+1.3% | Added |
| Stratos Wealth Partners, LTD. | 2,113 | $367.0K | 0.01% | +450+27.1% | Added |
| Carolinas Wealth Consulting LLC | 2,111 | $367.0K | 0.08% | +506+31.5% | Added |
| Journey Advisory Group, LLC | 2,105 | $366.0K | 0.10% | +2,105 | New |
| Driehaus Capital Management LLC | 2,080 | $362.0K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 2,072 | $360.0K | 0.04% | −176−7.8% | Reduced |
| Meridian Wealth Advisors, LLC | 2,041 | $355.0K | 0.09% | +3+0.1% | Added |
| Willow Creek Wealth Management Inc. | 2,029 | $353.0K | 0.07% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,782 | $352.7K | 0.18% | +1,782 | New |
| Aaron Wealth Advisors | 2,025 | $351.0K | 0.10% | +187+10.2% | Added |
| Surevest, LLC | 2,014 | $350.0K | 0.08% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,015 | $350.0K | 0.01% | +2,015 | New |
| Abner Herrman & Brock LLC | 2,007 | $349.0K | 0.05% | −35−1.7% | Reduced |
| Chilton Investment Co LLC | 2,008 | $349.0K | 0.01% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $348.0K | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,000 | $348.0K | 0.00% | +2,000 | New |
| S&CO Inc | 2,000 | $347.0K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,993 | $346.0K | 0.03% | −311−13.5% | Reduced |
| Ambassador Advisors, LLC | 1,990 | $346.0K | 0.07% | +5+0.3% | Added |
| DFPG Investments, LLC | 2,190 | $346.0K | 0.14% | +2,190 | New |
| Ellevest, Inc. | 1,968 | $342.0K | 0.03% | +176+9.8% | Added |
| Kathmere Capital Management, LLC | 1,960 | $341.0K | 0.06% | −449−18.6% | Reduced |
| Atlas Private Wealth Management | 1,959 | $341.0K | 0.19% | −11−0.6% | Reduced |
| Cetera Advisors LLC | 1,955 | $340.0K | 0.01% | −433−18.1% | Reduced |
| Fulcrum Asset Management LLP | – | $340.0K | 0.17% | – | – |
| Mark Stevens | 1,957 | $340.0K | 0.04% | +56+2.9% | Added |
| Riverwater Partners LLC | 1,956 | $340.0K | 0.30% | +1,956 | New |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $339.0K | 0.22% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,942 | $338.0K | 0.20% | +76+4.1% | Added |
| Cedar Brook Financial Partners, LLC | 1,933 | $336.0K | 0.09% | +521+36.9% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $335.0K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 1,920 | $334.0K | 0.00% | +1,920 | New |
| Stephens Inc | 1,908 | $332.0K | 0.01% | −224−10.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,900 | $330.0K | 0.01% | −100−5.0% | Reduced |
| CKW Financial Group | 1,900 | $330.0K | 0.05% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,899 | $330.0K | 0.04% | −17−0.9% | Reduced |
| Parsons Capital Management Inc | 1,896 | $330.0K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,896 | $329.0K | 0.11% | +13+0.7% | Added |
| Comerica Securities,inc. | 1,885 | $328.0K | 0.02% | +188+11.1% | Added |
| Acima Private Wealth, LLC | 1,881 | $327.0K | 0.14% | 00.0% | Unchanged |
| Agf Investments Inc. | 1,870 | $325.0K | 0.00% | +670+55.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,871 | $325.0K | 0.02% | +1,871 | New |
| Palladium Partners LLC | 1,866 | $324.0K | 0.01% | −25−1.3% | Reduced |
| Kanawha Capital Management LLC | 1,857 | $323.0K | 0.03% | −85−4.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,861 | $323.0K | 0.04% | −5−0.3% | Reduced |
| Dearborn Partners LLC | 1,860 | $323.0K | 0.01% | +1,860 | New |
| SOA Wealth Advisors, LLC. | 1,852 | $321.0K | 0.08% | +5+0.3% | Added |
| Castleview Partners, LLC | 55,796 | $321.0K | 0.00% | +55,796 | New |
| Alera Investment Advisors, LLC | 1,835 | $319.0K | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,837 | $319.0K | 0.02% | +1,837 | New |
| Spire Wealth Management | 1,823 | $317.0K | 0.01% | +445+32.3% | Added |
| Clark Capital Management Group, Inc. | 1,817 | $316.0K | 0.00% | +211+13.1% | Added |
| Brookstone Capital Management | 1,918 | $314.0K | 0.01% | +128+7.2% | Added |
| Litman Gregory Asset Management LLC | 1,800 | $313.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,794 | $312.0K | 0.05% | +255+16.6% | Added |
| Independent Advisor Alliance | 1,791 | $311.0K | 0.02% | +3+0.2% | Added |
| Kessler Investment Group, LLC | 1,778 | $309.0K | 0.17% | −1,304−42.3% | Reduced |
| Yorktown Management & Research Co Inc | 1,775 | $309.0K | 0.21% | −315−15.1% | Reduced |
| NBT Bank N A | 1,778 | $309.0K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,776 | $309.0K | 0.19% | +1,776 | New |
| Resources Management Corp | 1,760 | $306.0K | 0.04% | −40−2.2% | Reduced |
| Colony Group LLC | 1,756 | $305.0K | 0.01% | +1,756 | New |
| Asset Management Resources, LLC | 1,757 | $305.0K | 0.27% | +1,757 | New |
| Wealth Management Associates, Inc. | 1,753 | $304.7K | 0.16% | +100+6.0% | Added |
| Independence Bank of Kentucky | 1,740 | $302.0K | 0.12% | −240−12.1% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $300.0K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,719 | $300.0K | 0.11% | +87+5.3% | Added |
| Wealthspire Advisors, LLC | 1,718 | $299.0K | 0.01% | −8,828−83.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,717 | $298.0K | 0.01% | −34−1.9% | Reduced |
| Bridgefront Capital, LLC | 1,711 | $297.0K | 0.29% | −632−27.0% | Reduced |
| Boston Financial Mangement LLC | 1,701 | $296.0K | 0.01% | +6+0.4% | Added |
| Asio Capital, LLC | 1,700 | $295.0K | 0.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,700 | $295.0K | 0.08% | 00.0% | Unchanged |