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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 296 | $50.0K | 0.02% | +112+60.9% | Added |
| Tarbox Family Office, Inc. | 299 | $51.0K | 0.01% | −49−14.1% | Reduced |
| Dividend Assets Capital, LLC | 300 | $51.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 300 | $51.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $51.0K | 0.01% | +300 | New |
| Lindbrook Capital, LLC | 307 | $52.0K | 0.01% | −164−34.8% | Reduced |
| Okabena Investment Services Inc | 303 | $52.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 308 | $52.0K | 0.01% | +1+0.3% | Added |
| HighMark Wealth Management LLC | 308 | $52.0K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 351 | $53.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 317 | $54.0K | 0.00% | +317 | New |
| Gemmer Asset Management LLC | 325 | $55.0K | 0.01% | −81−20.0% | Reduced |
| McClarren Financial Advisors, Inc. | 328 | $55.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $61.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 363 | $61.0K | 0.01% | +363 | New |
| Sargent Bickham Lagudis LLC | 362 | $62.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 378 | $64.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 388 | $66.0K | 0.00% | −370−48.8% | Reduced |
| Column Capital Advisors, LLC | 396 | $67.0K | 0.01% | −6−1.5% | Reduced |
| Ellis Investment Partners, LLC | 406 | $69.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 411 | $70.0K | 0.01% | +2+0.5% | Added |
| Alpha Paradigm Partners, LLC | 418 | $71.0K | 0.03% | +418 | New |
| Patriot Financial Group Insurance Agency, LLC | 425 | $72.0K | 0.01% | +1+0.2% | Added |
| Glen Eagle Advisors, LLC | 425 | $72.4K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 430 | $73.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 435 | $74.0K | 0.03% | +435 | New |
| Jackson, Grant Investment Advisers, Inc. | 440 | $75.0K | 0.03% | +1+0.2% | Added |
| Islay Capital Management, LLC | 450 | $77.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 454 | $77.0K | 0.04% | +150+49.3% | Added |
| Koshinski Asset Management, Inc. | 459 | $78.2K | 0.01% | +17+3.8% | Added |
| Pittenger & Anderson Inc | 500 | $85.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 503 | $86.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $86.0K | 0.00% | +87+21.1% | Added |
| Perkins Coie Trust Co | 513 | $87.0K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 535 | $91.0K | 0.05% | −6−1.1% | Reduced |
| Rosenberg Matthew Hamilton | 589 | $100.0K | 0.03% | +398+208.4% | Added |
| De Burlo Group Inc | 600 | $102.3K | 0.02% | +600 | New |
| Tompkins Financial Corp | 618 | $105.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 624 | $107.0K | 0.03% | −71−10.2% | Reduced |
| Bogart Wealth, LLC | 626 | $107.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 659 | $112.0K | 0.00% | +208+46.1% | Added |
| Altshuler Shaham Ltd | 678 | $116.0K | 0.00% | +27+4.1% | Added |
| Vestor Capital, LLC | 684 | $117.0K | 0.01% | −65−8.7% | Reduced |
| TSFG, LLC | 689 | $117.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 714 | $122.0K | 0.04% | −148−17.2% | Reduced |
| Ninety One SA (PTY) Ltd | 727 | $126.0K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 765 | $130.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 788 | $134.0K | 0.00% | −25−3.1% | Reduced |
| Riverview Trust Co | 802 | $137.0K | 0.10% | +402+100.5% | Added |
| Kelly Financial Services LLC | 815 | $138.9K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 856 | $146.0K | 0.01% | −44−4.9% | Reduced |
| Geneos Wealth Management Inc. | 859 | $146.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 900 | $153.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 897 | $153.0K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 902 | $154.0K | 0.00% | +107+13.5% | Added |
| Covestor Ltd | 912 | $155.0K | 0.11% | +420+85.4% | Added |
| Exchange Traded Concepts, LLC | 916 | $156.0K | 0.00% | −68−6.9% | Reduced |
| American Research & Management Co. | 916 | $156.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 921 | $157.0K | 0.04% | +68+8.0% | Added |
| Bedel Financial Consulting, Inc. | 933 | $159.0K | 0.05% | −10−1.1% | Reduced |
| PEAK6 Investments LLC | 932 | $159.0K | 0.00% | +932 | New |
| Hexagon Capital Partners LLC | 937 | $160.0K | 0.04% | +4+0.4% | Added |
| BerganKDV Wealth Management, LLC | 947 | $161.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 955 | $163.0K | 0.04% | +495+107.6% | Added |
| Massmutual Trust Co FSB | 961 | $164.0K | 0.01% | −117−10.9% | Reduced |
| Dougherty Wealth Advisers LLC | 986 | $168.0K | 0.25% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 985 | $168.0K | 0.00% | +11+1.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,000 | $171.0K | 0.03% | −145−12.7% | Reduced |
| Concord Wealth Partners | 1,024 | $175.0K | 0.05% | +18+1.8% | Added |
| American State Bank (Iowa) | 1,035 | $176.4K | 0.12% | 00.0% | Unchanged |
| Covington Capital Management | 1,070 | $182.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,070 | $182.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,090 | $186.0K | 0.04% | +1,090 | New |
| Benjamin Edwards Inc | 1,112 | $190.0K | 0.06% | +251+29.2% | Added |
| Private Capital Group, LLC | 1,141 | $195.0K | 0.04% | +10+0.9% | Added |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $199.0K | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,186 | $202.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,186 | $202.0K | 0.01% | +31+2.7% | Added |
| Destination Wealth Management | 1,189 | $203.0K | 0.01% | −1,010−45.9% | Reduced |
| Guardian Wealth Advisors, LLC | 1,191 | $203.0K | 0.09% | +1,191 | New |
| Great Valley Advisor Group, Inc. | 1,175 | $204.0K | 0.01% | −264−18.3% | Reduced |
| Veracity Capital LLC | 1,197 | $204.0K | 0.08% | +21+1.8% | Added |
| Douglass Winthrop Advisors, LLC | 1,200 | $205.0K | 0.00% | −151−11.2% | Reduced |
| New Jersey Better Educational Savings Trust | 1,200 | $205.0K | 0.50% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,200 | $205.0K | 0.07% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 1,200 | $205.0K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $205.0K | 0.08% | +1,200 | New |
| J.W. Cole Advisors, Inc. | 1,215 | $207.0K | 0.01% | −106−8.0% | Reduced |
| Choate Investment Advisors | 1,213 | $207.0K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,213 | $207.0K | 0.03% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 1,219 | $208.0K | 0.08% | +19+1.6% | Added |
| Harbor Investment Advisory, LLC | 1,227 | $209.0K | 0.03% | −55−4.3% | Reduced |
| ARGI Investment Services, LLC | 1,235 | $210.0K | 0.01% | −6−0.5% | Reduced |
| Meristem Family Wealth, LLC | 1,241 | $211.0K | 0.02% | −45−3.5% | Reduced |
| First Foundation Advisors | 1,241 | $211.0K | 0.01% | +1,241 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,250 | $213.0K | 0.01% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,263 | $215.0K | 0.03% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 1,259 | $215.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,269 | $216.0K | 0.00% | +1,269 | New |
| Farmers & Merchants Investments Inc | 1,278 | $218.0K | 0.01% | 00.0% | Unchanged |