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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 1,281 | $218.0K | 0.04% | +8+0.6% | Added |
| Arvest Trust Co N A | 1,288 | $220.0K | 0.01% | −62−4.6% | Reduced |
| DSC Advisors, L.P. | 1,293 | $220.0K | 0.18% | +1,293 | New |
| Bayesian Capital Management, LP | 1,300 | $222.0K | 0.03% | −4,430−77.3% | Reduced |
| Arete Wealth Advisors, LLC | 1,304 | $222.0K | 0.02% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,303 | $222.0K | 0.03% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,301 | $222.0K | 0.13% | +23+1.8% | Added |
| State of Wyoming | 1,300 | $222.0K | 0.11% | +523+67.3% | Added |
| Independence Bank of Kentucky | 1,315 | $224.0K | 0.09% | −425−24.4% | Reduced |
| WestHill Financial Advisors, Inc. | 1,335 | $228.0K | 0.07% | −26−1.9% | Reduced |
| JB Capital LLC | 1,339 | $229.0K | 0.02% | −213−13.7% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $230.0K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $230.0K | 0.07% | 00.0% | Unchanged |
| Dempze Nancy E | 1,355 | $231.0K | 0.17% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,370 | $233.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,379 | $235.0K | 0.03% | +24+1.8% | Added |
| Heritage Wealth Management, LLC | 1,378 | $235.0K | 0.06% | +1,378 | New |
| Prospera Financial Services Inc | 1,384 | $236.0K | 0.01% | +1,384 | New |
| Magellan Asset Management Ltd | 1,389 | $237.0K | 0.00% | −100−6.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,390 | $237.0K | 0.00% | −93−6.3% | Reduced |
| Sage Mountain Advisors LLC | 1,398 | $238.0K | 0.04% | −74−5.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,401 | $239.0K | 0.02% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,400 | $239.0K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,400 | $239.0K | 0.02% | +1,400 | New |
| Middleton & Co Inc | 1,410 | $240.0K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,398 | $240.0K | 0.03% | −9−0.6% | Reduced |
| Columbia Trust Co 01012016 | 1,423 | $241.0K | 0.11% | −90−5.9% | Reduced |
| FourThought Financial, LLC | 1,517 | $244.0K | 0.03% | −31−2.0% | Reduced |
| First Citizens Bank & Trust Co | 1,440 | $245.0K | 0.01% | +96+7.1% | Added |
| Axxcess Wealth Management, LLC | 1,436 | $245.0K | 0.02% | +203+16.5% | Added |
| Clark Capital Management Group, Inc. | 1,443 | $246.0K | 0.00% | −374−20.6% | Reduced |
| Heron Financial Group, LLC | 1,444 | $246.0K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,442 | $246.0K | 0.00% | +1,442 | New |
| Trust Co of Virginia | 1,451 | $247.0K | 0.03% | 00.0% | Unchanged |
| Intersect Capital LLC | 1,456 | $248.0K | 0.05% | +1,456 | New |
| New England Professional Planning Group Inc. | 1,449 | $249.0K | 0.15% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,462 | $249.0K | 0.01% | +1,462 | New |
| Optas, LLC | 1,467 | $250.0K | 0.08% | +59+4.2% | Added |
| Quantinno Capital Management LP | 1,467 | $250.0K | 0.04% | +1,467 | New |
| Fermata Advisors, LLC | 1,468 | $251.0K | 0.09% | −251−14.6% | Reduced |
| YHB Investment Advisors, Inc. | 1,474 | $251.0K | 0.02% | −46−3.0% | Reduced |
| Patron Partners Advisors, LLC | 1,475 | $251.0K | 0.17% | −5−0.3% | Reduced |
| Childress Capital Advisors, LLC | 1,490 | $252.0K | 0.09% | +67+4.7% | Added |
| Paloma Partners Management Co | 1,488 | $254.0K | 0.02% | +1,488 | New |
| Asio Capital, LLC | 1,500 | $256.0K | 0.07% | −200−11.8% | Reduced |
| Spire Wealth Management | 1,508 | $257.0K | 0.01% | −315−17.3% | Reduced |
| PFS Partners, LLC | 1,509 | $257.2K | 0.22% | −5−0.3% | Reduced |
| Dillon & Associates Inc | 1,528 | $260.0K | 0.05% | −20−1.3% | Reduced |
| Curi Capital | 1,531 | $260.0K | 0.05% | +448+41.4% | Added |
| Bailard, Inc. | 1,555 | $265.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,561 | $266.0K | 0.04% | +4+0.3% | Added |
| Lion Street Advisors, LLC | 1,569 | $267.0K | 0.14% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $269.0K | 0.06% | −17−1.1% | Reduced |
| Carret Asset Management, LLC | 1,580 | $269.0K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,696 | $270.0K | 0.01% | −204−10.7% | Reduced |
| Crescent Grove Advisors, LLC | 1,586 | $270.0K | 0.03% | +1,586 | New |
| Highland Private Wealth Management | 1,595 | $271.0K | 0.04% | +17+1.1% | Added |
| Northeast Financial Consultants Inc | 1,602 | $273.0K | 0.02% | +92+6.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $274.0K | 0.14% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $274.0K | 0.13% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,622 | $276.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,631 | $278.0K | 0.03% | +275+20.3% | Added |
| Appleton Partners Inc | 1,641 | $280.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,640 | $280.0K | 0.02% | +1,640 | New |
| Norris Perne & French LLP | 1,650 | $281.0K | 0.02% | +1,650 | New |
| Rockbridge Investment Management, LCC | 1,639 | $281.4K | 0.04% | −155−8.6% | Reduced |
| Kessler Investment Group, LLC | 1,656 | $282.0K | 0.16% | −122−6.9% | Reduced |
| Resources Management Corp | 1,660 | $283.0K | 0.04% | −100−5.7% | Reduced |
| Single Point Partners, LLC | 1,675 | $285.0K | 0.07% | +1,675 | New |
| First Hawaiian Bank | 1,676 | $286.0K | 0.01% | −8−0.5% | Reduced |
| Kinloch Capital, LLC | 1,694 | $289.0K | 0.17% | +22+1.3% | Added |
| Asset Allocation & Management Company, LLC | 1,700 | $290.0K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,700 | $290.0K | 0.08% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,710 | $291.0K | 0.01% | −502−22.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,717 | $293.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,722 | $293.5K | 0.17% | −31−1.8% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $294.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,738 | $296.0K | 0.03% | −544−23.8% | Reduced |
| Dynamic Advisor Solutions LLC | 1,746 | $298.0K | 0.02% | +514+41.7% | Added |
| Colony Group LLC | 1,756 | $299.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,763 | $300.0K | 0.00% | −26,662−93.8% | Reduced |
| Umb Bank N A | 1,760 | $300.0K | 0.00% | −160−8.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,773 | $302.0K | 0.15% | −3−0.2% | Reduced |
| Independent Advisor Alliance | 1,778 | $303.0K | 0.01% | −13−0.7% | Reduced |
| Bremer Bank National Association | 1,786 | $305.0K | 0.05% | −6,577−78.6% | Reduced |
| NBT Bank N A | 1,797 | $306.0K | 0.04% | +19+1.1% | Added |
| qPULA Trading Management LP | 1,800 | $307.0K | 0.41% | +1,800 | New |
| Alphasimplex Group, LLC | 1,815 | $309.0K | 1.13% | −2,145−54.2% | Reduced |
| Mark Stevens | 1,835 | $313.0K | 0.03% | −122−6.2% | Reduced |
| Fulcrum Asset Management LLP | – | $314.0K | 0.09% | – | – |
| Palladium Partners LLC | 1,845 | $314.0K | 0.01% | −21−1.1% | Reduced |
| Vise Technologies, Inc. | 1,850 | $315.0K | 0.12% | +1,850 | New |
| SOA Wealth Advisors, LLC. | 1,858 | $316.0K | 0.08% | +6+0.3% | Added |
| M Holdings Securities, Inc. | 1,852 | $316.0K | 0.02% | +1,852 | New |
| SeaCrest Wealth Management, LLC | 1,861 | $317.0K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,958 | $317.0K | 0.06% | +1,958 | New |
| Cambridge Trust Co | 1,870 | $319.0K | 0.01% | −1,052−36.0% | Reduced |
| Brookstone Capital Management | 1,866 | $319.0K | 0.01% | −52−2.7% | Reduced |
| BBR Partners, LLC | 1,882 | $321.0K | 0.03% | −17−0.9% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $321.0K | 0.15% | 00.0% | Unchanged |