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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, Q1 2022

Institutional positions in Marsh & McLennan Companies, Inc. as of Mar 31, 2022. 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
1,151
−7 vs. Q4 2021
Shares held
441.9M
−4.61M (−1.0%) vs. Q4 2021
Total value
$75.2B
−$2.33B (−3.0%) vs. Q4 2021
New holders
97
444 more added
Sold out
104
391 more reduced

12 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,151 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ1 2022: $75.2B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2021.

Institutions holding MRSH in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp96$00.00%+96New
CFS Investment Advisory Services, LLC82,995$00.00%+82,995New
Lenox Wealth Advisors, LLC4$1.00K0.00%−24−85.7%Reduced
Cribstone Capital Management, LLC8$1.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC4$1.00K0.00%+4New
GoalVest Advisory LLC4$1.00K0.00%+4New
WestEnd Advisors, LLC–$1.02K0.00%––
Anchor Investment Management, LLC8$1.36K0.00%+8New
Baystate Wealth Management LLC10$2.00K0.00%−12−54.5%Reduced
Advocacy Wealth Management Services, LLC12$2.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC14$2.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.12$2.00K0.00%+12New
Dark Forest Capital Management LP14$2.00K0.00%+14New
Quent Capital, LLC9$2.00K0.00%+9New
Longfellow Investment Management Co LLC17$3.00K0.00%00.0%Unchanged
First Command Bank20$3.00K0.00%00.0%Unchanged
First Command Financial Services, Inc.20$3.00K0.00%00.0%Unchanged
TFC Financial Management20$3.00K0.00%00.0%Unchanged
Steward Financial Group LLC19$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC19$3.00K0.00%+14+280.0%Added
Loomis Sayles & Co L P18$3.00K0.00%+18New
Schubert & Co22$4.00K0.00%+3+15.8%Added
Charter Oak Capital Management, LLC25$4.00K0.00%+25New
Disciplined Investments, LLC23$4.00K0.00%+23New
South State Corp.32$5.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp30$5.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.00K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC31$5.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.31$5.00K0.00%+20+181.8%Added
GHP Investment Advisors, Inc.30$5.00K0.00%+30New
Focused Wealth Management, Inc38$6.00K0.00%00.0%Unchanged
Arrow Financial Corp35$6.00K0.00%+35New
GW&K Investment Management, LLC33$6.00K0.00%+33New
Cordant, Inc.33$6.00K0.00%+33New
USA Financial Portformulas Corp39$7.00K0.01%−8,251−99.5%Reduced
MCF Advisors LLC40$7.00K0.00%+40New
Aua Capital Management, LLC47$8.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC46$8.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.51$8.00K0.01%00.0%Unchanged
Raleigh Capital Management Inc.52$9.00K0.00%+52New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$10.0K0.01%−60−50.0%Reduced
Ritter Daniher Financial Advisory, LLC65$11.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC62$11.0K0.00%+62New
Raffa Wealth Management, LLC67$11.4K0.00%−20−23.0%Reduced
Creative Financial Designs Inc72$12.0K0.00%−29−28.7%Reduced
West Bancorporation Inc70$12.0K0.01%−17−19.5%Reduced
Sierra Capital LLC73$12.0K0.00%−7−8.8%Reduced
Gleason Group, Inc.73$12.0K0.00%+1+1.4%Added
Thomas J. Herzfeld Advisors, Inc.68$12.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$12.0K0.01%00.0%Unchanged
Arcadia Investment Management Corp74$13.0K0.00%00.0%Unchanged
Atwood & Palmer Inc75$13.0K0.00%00.0%Unchanged
Capital Directions Investment Advisors, LLC78$13.0K0.00%+78New
Asset Dedication, LLC83$14.0K0.00%−62−42.8%Reduced
Oakworth Capital, Inc.85$14.0K0.00%00.0%Unchanged
Motco84$14.0K0.00%+84New
Seldon Capital LP88$15.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC96$16.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.97$17.0K0.01%−88−47.6%Reduced
Capital Analysts, LLC101$17.0K0.00%00.0%Unchanged
JNBA Financial Advisors100$17.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.101$17.0K0.00%+36+55.4%Added
Key Financial Inc99$17.0K0.01%+80+421.1%Added
JJJ Advisors Inc.104$18.0K0.00%−15−12.6%Reduced
First Financial Corp103$18.0K0.01%00.0%Unchanged
Howe & Rusling Inc103$18.0K0.00%+103New
M&R Capital Management Inc114$19.0K0.00%00.0%Unchanged
Clean Yield Group110$19.0K0.01%+50+83.3%Added
SJS Investment Consulting Inc.115$20.0K0.01%+3+2.7%Added
JFS Wealth Advisors, LLC120$20.0K0.00%+61+103.4%Added
Credential Qtrade Securities Inc.121$20.6K0.00%00.0%Unchanged
Cutler Group LP129$21.0K0.00%+129New
Money Concepts Capital Corp129$22.0K0.00%+129New
American National Bank130$22.0K0.00%+130New
Delos Wealth Advisors, LLC143$24.0K0.02%00.0%Unchanged
Herold Advisors, Inc.150$25.6K0.01%+150New
BDO Wealth Advisors, LLC151$26.0K0.00%00.0%Unchanged
MV Capital Management, Inc.159$27.0K0.00%−1−0.6%Reduced
Smith Group Asset Management, LLC162$28.0K0.00%−10−5.8%Reduced
Evoke Wealth, LLC168$29.0K0.00%−128−43.2%Reduced
TCI Wealth Advisors, Inc.172$29.0K0.00%−13−7.0%Reduced
Newbridge Financial Services Group, Inc.184$31.0K0.02%−8−4.2%Reduced
Tilia Fiduciary Partners, Inc.184$31.0K0.03%00.0%Unchanged
Atlas Capital Advisors LLC185$31.5K0.00%00.0%Unchanged
First Bank & Trust201$34.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC200$34.0K0.00%+3+1.5%Added
Sageworth Trust Co208$35.0K0.00%00.0%Unchanged
Investors Research Corp207$35.0K0.01%00.0%Unchanged
Clear Street Markets LLC207$35.0K0.01%+207New
Arlington Partners LLC214$36.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC214$36.0K0.00%00.0%Unchanged
Earnest Partners LLC220$37.0K0.00%00.0%Unchanged
Piscataqua Savings Bank229$39.0K0.03%00.0%Unchanged
Castleview Partners, LLC235$40.0K0.02%−55,561−99.6%Reduced
Hanson & Doremus Investment Management249$42.0K0.01%+86+52.8%Added
Tortoise Investment Management, LLC260$44.0K0.01%00.0%Unchanged
Country Trust Bank277$47.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.278$47.0K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC289$49.0K0.02%−313−52.0%Reduced
Core Alternative Capital287$49.0K0.01%+252+720.0%Added