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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 1,891 | $322.0K | 0.21% | −59−3.0% | Reduced |
| Parsons Capital Management Inc | 1,896 | $323.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 1,896 | $323.0K | 0.04% | +442+30.4% | Added |
| Bank of the West | 1,911 | $326.0K | 0.03% | −215−10.1% | Reduced |
| CKW Financial Group | 1,903 | $327.0K | 0.05% | +3+0.2% | Added |
| Cedar Brook Financial Partners, LLC | 1,928 | $329.0K | 0.09% | −5−0.3% | Reduced |
| Curated Wealth Partners LLC | 1,896 | $329.0K | 0.11% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,945 | $332.0K | 0.08% | +110+6.0% | Added |
| Kanawha Capital Management LLC | 1,957 | $334.0K | 0.03% | +100+5.4% | Added |
| Asset Management Resources, LLC | 1,976 | $337.0K | 0.27% | +219+12.5% | Added |
| S&CO Inc | 2,000 | $340.0K | 0.02% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,997 | $340.0K | 0.07% | +7+0.4% | Added |
| Hunter Associates Investment Management LLC | 2,000 | $341.0K | 0.11% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 2,007 | $342.0K | 0.05% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,008 | $342.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 2,014 | $343.0K | 0.08% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,029 | $346.0K | 0.07% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,041 | $348.0K | 0.01% | +26+1.3% | Added |
| Eqis Capital Management, Inc. | 2,048 | $349.0K | 0.03% | −64−3.0% | Reduced |
| Meridian Wealth Advisors, LLC | 2,045 | $349.0K | 0.08% | +4+0.2% | Added |
| Zeke Capital Advisors, LLC | 2,059 | $351.0K | 0.02% | +2,059 | New |
| Cetera Advisors LLC | 2,083 | $355.0K | 0.01% | +128+6.5% | Added |
| Atlas Private Wealth Management | 2,090 | $356.0K | 0.21% | +131+6.7% | Added |
| Journey Advisory Group, LLC | 2,105 | $359.0K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,103 | $359.0K | 0.01% | +906+75.7% | Added |
| Wealthsource Partners, LLC | 2,114 | $360.0K | 0.02% | +121+6.1% | Added |
| Comerica Securities,inc. | 2,124 | $362.0K | 0.02% | +239+12.7% | Added |
| Strategic Wealth Partners, Ltd. | 2,132 | $363.0K | 0.07% | +548+34.6% | Added |
| Westover Capital Advisors, LLC | 2,140 | $365.0K | 0.11% | −451−17.4% | Reduced |
| Carolinas Wealth Consulting LLC | 2,141 | $365.0K | 0.08% | +30+1.4% | Added |
| ICA Group Wealth Management, LLC | 2,330 | $368.0K | 0.07% | +2,330 | New |
| National Asset Management, Inc. | 2,166 | $370.0K | 0.01% | −706−24.6% | Reduced |
| Sigma Planning Corp | 2,177 | $371.0K | 0.01% | +542+33.1% | Added |
| Balasa Dinverno & Foltz LLC | 2,183 | $372.0K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,180 | $372.0K | 0.06% | +38+1.8% | Added |
| Reliant Investment Management, LLC | 2,186 | $373.0K | 0.19% | −435−16.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,190 | $373.0K | 0.16% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,190 | $373.0K | 0.15% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,197 | $374.0K | 0.03% | +49+2.3% | Added |
| AdvisorNet Financial, Inc | 2,202 | $375.0K | 0.02% | +46+2.1% | Added |
| Financial Counselors Inc | 2,206 | $376.0K | 0.01% | −33−1.5% | Reduced |
| Glassman Wealth Services | 2,206 | $376.0K | 0.07% | +60+2.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $379.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 2,222 | $379.0K | 0.04% | +150+7.2% | Added |
| Pointe Capital Management LLC | 2,233 | $381.0K | 0.24% | +68+3.1% | Added |
| GraniteShares Advisors LLC | 2,256 | $384.0K | 0.21% | −112−4.7% | Reduced |
| Ritholtz Wealth Management | 2,262 | $385.0K | 0.03% | +840+59.1% | Added |
| Wallace Capital Management Inc. | 2,443 | $386.0K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,273 | $387.0K | 0.09% | +2,273 | New |
| Mairs & Power Inc | 2,284 | $389.0K | 0.00% | +800+53.9% | Added |
| Lantz Financial LLC | 2,292 | $391.0K | 0.16% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,315 | $395.0K | 0.03% | −25−1.1% | Reduced |
| InterOcean Capital Group, LLC | 2,333 | $398.0K | 0.02% | +13+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 2,341 | $399.0K | 0.03% | +199+9.3% | Added |
| Stanley-Laman Group, Ltd. | 2,348 | $400.0K | 0.06% | +2,348 | New |
| Powell Investment Advisors, LLC | 2,359 | $402.0K | 0.23% | +9+0.4% | Added |
| Geller Advisors LLC | 2,369 | $404.0K | 0.08% | +201+9.3% | Added |
| Tobam | 2,373 | $404.0K | 0.02% | +872+58.1% | Added |
| Walter & Keenan Financial Consulting Co | 2,400 | $409.0K | 0.14% | 00.0% | Unchanged |
| Toews Corp | 2,400 | $409.0K | 0.07% | +2,400 | New |
| Fund Evaluation Group, LLC | 2,411 | $411.0K | 0.06% | +2,411 | New |
| Proficio Capital Partners LLC | 2,417 | $412.0K | 0.06% | +278+13.0% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $415.0K | 0.28% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $418.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,451 | $418.0K | 0.01% | +338+16.0% | Added |
| SOL Capital Management CO | 2,470 | $421.0K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 2,480 | $423.0K | 0.01% | +572+30.0% | Added |
| Hall Laurie J Trustee | 2,490 | $425.0K | 0.16% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,492 | $425.0K | 0.02% | +348+16.2% | Added |
| Ellevest, Inc. | 2,514 | $428.0K | 0.04% | +546+27.7% | Added |
| Penserra Capital Management LLC | 2,558 | $435.0K | 0.01% | +308+13.7% | Added |
| IFP Advisors, Inc | 5,237 | $435.0K | 0.01% | +4,243+426.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,557 | $441.0K | 0.03% | +2,557 | New |
| BSW Wealth Partners | 2,592 | $442.0K | 0.11% | +339+15.0% | Added |
| Capital Advisors Inc | 2,600 | $443.0K | 0.01% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 2,607 | $444.0K | 0.10% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,758 | $446.0K | 0.06% | −70−2.5% | Reduced |
| Boston Research & Management Inc | 2,620 | $446.0K | 0.13% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,625 | $447.0K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,580 | $448.0K | 0.08% | 00.0% | Unchanged |
| Windsor Group LTD | 2,594 | $448.0K | 0.08% | −68−2.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,654 | $452.0K | 0.09% | +445+20.1% | Added |
| Valeo Financial Advisors, LLC | 2,653 | $452.0K | 0.02% | +532+25.1% | Added |
| Sutton Wealth Advisors Inc. | 2,659 | $453.1K | 0.16% | +16+0.6% | Added |
| Fulton Bank, N.A. | 2,708 | $461.0K | 0.02% | +29+1.1% | Added |
| Stratos Wealth Advisors, LLC | 2,703 | $461.0K | 0.04% | +482+21.7% | Added |
| DF Dent & Co Inc | 2,715 | $463.0K | 0.01% | +207+8.3% | Added |
| Ballentine Partners, LLC | 2,727 | $465.0K | 0.01% | +95+3.6% | Added |
| Center For Asset Management LLC | 2,736 | $466.0K | 0.36% | +417+18.0% | Added |
| X-Square Capital, LLC | 2,738 | $467.0K | 0.24% | +219+8.7% | Added |
| Schechter Investment Advisors, LLC | 2,757 | $470.0K | 0.04% | +478+21.0% | Added |
| Stockman Wealth Management, Inc. | 2,785 | $475.0K | 0.10% | −200−6.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,825 | $481.0K | 0.03% | −573−16.9% | Reduced |
| Dodge & Cox | 2,860 | $487.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,859 | $487.0K | 0.09% | +12+0.4% | Added |
| Israel Discount Bank of New York | 2,860 | $488.0K | 0.32% | −63−2.2% | Reduced |
| Strid Group, LLC | 2,864 | $488.0K | 0.10% | 00.0% | Unchanged |
| Ruffer LLP | 2,900 | $494.0K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,900 | $494.2K | 0.03% | −300−9.4% | Reduced |
| Bollard Group LLC | 2,948 | $502.0K | 0.02% | +10+0.3% | Added |