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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 2,947 | $502.0K | 0.01% | +720+32.3% | Added |
| Bank of Nova Scotia Trust Co | 2,951 | $503.0K | 0.04% | +1,766+149.0% | Added |
| Ergoteles LLC | 2,953 | $503.0K | 0.02% | +2,953 | New |
| NorthRock Partners, LLC | 3,012 | $513.0K | 0.05% | +449+17.5% | Added |
| Strategic Blueprint, LLC | 3,016 | $514.0K | 0.06% | +44+1.5% | Added |
| North Star Asset Management Inc | 3,026 | $516.0K | 0.03% | +35+1.2% | Added |
| Forum Financial Management, LP | 3,051 | $519.0K | 0.03% | +5+0.2% | Added |
| Spartan Planning & Wealth Management | 3,046 | $519.0K | 0.65% | +3,046 | New |
| Moors & Cabot, Inc. | 3,066 | $523.0K | 0.03% | +241+8.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,079 | $525.0K | 0.08% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,081 | $525.0K | 0.14% | +11+0.4% | Added |
| Defined Wealth Management, LLC | 3,095 | $527.0K | 0.46% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,090 | $527.0K | 0.05% | +3,090 | New |
| Rockland Trust Co | 3,123 | $532.0K | 0.03% | −1,061−25.4% | Reduced |
| Versor Investments LP | 3,127 | $533.0K | 0.02% | −3,273−51.1% | Reduced |
| Montag A & Associates Inc | 3,136 | $534.0K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,150 | $537.0K | 0.04% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3,164 | $539.0K | 0.16% | +2,789+743.7% | Added |
| REDW Wealth LLC | 3,190 | $544.0K | 0.16% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,200 | $545.0K | 0.11% | −1,000−23.8% | Reduced |
| Bill Few Associates, Inc. | 3,210 | $547.0K | 0.30% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,229 | $550.0K | 0.05% | +279+9.5% | Added |
| Bank of New Hampshire | 3,241 | $552.0K | 0.13% | −210−6.1% | Reduced |
| Opus Capital Group, LLC | 3,239 | $552.0K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 3,238 | $552.0K | 0.02% | +951+41.6% | Added |
| Savant Capital, LLC | 3,243 | $553.0K | 0.02% | −66−2.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $553.0K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,253 | $554.0K | 0.01% | −170−5.0% | Reduced |
| Rodgers Brothers Inc. | 3,250 | $554.0K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,251 | $554.0K | 0.11% | +75+2.4% | Added |
| Abbrea Capital, LLC | 3,257 | $555.0K | 0.08% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 3,280 | $559.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,279 | $559.0K | 0.25% | +3,279 | New |
| McAdam, LLC | 3,325 | $567.0K | 0.05% | −587−15.0% | Reduced |
| 44 Wealth Management LLC | 3,336 | $569.0K | 0.21% | −404−10.8% | Reduced |
| Domani Wealth, LLC | 3,340 | $569.0K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,351 | $571.0K | 0.01% | −269−7.4% | Reduced |
| Nicolet Bankshares Inc | 3,355 | $571.0K | 0.12% | +133+4.1% | Added |
| Kathmere Capital Management, LLC | 3,353 | $571.0K | 0.10% | +1,393+71.1% | Added |
| Contravisory Investment Management, Inc. | 3,366 | $574.0K | 0.16% | +95+2.9% | Added |
| KB Financial Partners, LLC | 3,388 | $577.0K | 0.16% | +388+12.9% | Added |
| Leonteq Securities AG | 3,407 | $580.6K | 0.03% | −1,353−28.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,420 | $583.0K | 0.20% | −278−7.5% | Reduced |
| Thrive Wealth Management, LLC | 3,443 | $587.0K | 0.17% | +764+28.5% | Added |
| Global Retirement Partners, LLC | 3,824 | $587.0K | 0.05% | +3,824 | New |
| Machina Capital S.A.S. | 3,461 | $590.0K | 1.30% | +1,231+55.2% | Added |
| Dakota Wealth Management | 3,463 | $590.0K | 0.05% | +1,955+129.6% | Added |
| Henshaw Capital LLC | 3,466 | $590.7K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 3,470 | $591.0K | 0.01% | −161−4.4% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $596.0K | 0.14% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $596.0K | 0.27% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,495 | $596.0K | 0.02% | +1,794+105.5% | Added |
| Verition Fund Management LLC | 3,514 | $599.0K | 0.01% | −1,146−24.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,515 | $599.0K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,504 | $600.0K | 0.13% | +580+19.8% | Added |
| Buckley Wealth Management, LLC | 3,555 | $606.0K | 0.16% | +1,047+41.7% | Added |
| Personal Capital Advisors Corp | 3,562 | $607.0K | 0.00% | −309−8.0% | Reduced |
| Ausdal Financial Partners, Inc. | 3,560 | $607.0K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,569 | $608.0K | 0.07% | −4,881−57.8% | Reduced |
| Neo Ivy Capital Management | 3,582 | $610.0K | 0.55% | +3,582 | New |
| Prospector Partners LLC | 3,600 | $614.0K | 0.08% | +500+16.1% | Added |
| Gofen & Glossberg LLC | 3,628 | $618.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,636 | $619.6K | 0.07% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 3,701 | $631.0K | 0.57% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,705 | $631.4K | 0.02% | −18−0.5% | Reduced |
| D.A. Davidson & Co. | 3,741 | $638.0K | 0.01% | +79+2.2% | Added |
| Avidian Wealth Solutions, LLC | 3,771 | $643.0K | 0.04% | +221+6.2% | Added |
| Hutchinson Capital Management | 3,782 | $645.0K | 0.15% | +6+0.2% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $663.0K | 0.16% | 00.0% | Unchanged |
| Element Capital Management LLC | 3,894 | $664.0K | 0.33% | +3,894 | New |
| Stokes Family Office, LLC | 3,908 | $666.0K | 0.09% | −463−10.6% | Reduced |
| Waypoint Capital Advisors, LLC | 3,916 | $668.0K | 0.39% | +20+0.5% | Added |
| Bridgewater Advisors Inc. | 3,919 | $668.0K | 0.16% | +212+5.7% | Added |
| Stiles Financial Services Inc | 3,930 | $670.0K | 0.34% | −26−0.7% | Reduced |
| Chatham Capital Group, Inc. | 3,995 | $681.0K | 0.13% | +1,720+75.6% | Added |
| Robotti Robert | 4,000 | $682.0K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,030 | $687.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,035 | $688.0K | 0.22% | −679−14.4% | Reduced |
| Kenfarb & Co. | 4,035 | $688.0K | 0.54% | +1,300+47.5% | Added |
| ASB Consultores, LLC | 4,065 | $693.0K | 0.29% | +301+8.0% | Added |
| Atlantic Union Bankshares Corp | 4,081 | $695.0K | 0.06% | −45−1.1% | Reduced |
| VeraBank, N.A. | 4,102 | $699.0K | 0.36% | −218−5.0% | Reduced |
| King Luther Capital Management Corp | 4,143 | $706.0K | 0.00% | −5−0.1% | Reduced |
| First Manhattan Co | 4,176 | $711.0K | 0.00% | +3+0.1% | Added |
| Cetera Investment Advisers | 4,188 | $714.0K | 0.01% | +1,277+43.9% | Added |
| Arden Trust Co | 4,249 | $724.0K | 0.14% | −350−7.6% | Reduced |
| Gladstone Institutional Advisory LLC | 4,259 | $726.0K | 0.05% | −2,567−37.6% | Reduced |
| Mirova | 4,283 | $729.0K | 0.10% | −142−3.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,275 | $729.0K | 0.18% | +4,275 | New |
| Csenge Advisory Group | 4,318 | $736.0K | 0.06% | +51+1.2% | Added |
| Blueprint Investment Partners LLC | 4,359 | $743.0K | 0.19% | +11+0.3% | Added |
| HB Wealth Management, LLC | 4,384 | $747.0K | 0.01% | +982+28.9% | Added |
| Kalos Management, Inc. | 4,500 | $766.0K | 0.52% | −292−6.1% | Reduced |
| Gateway Investment Advisers LLC | 4,508 | $768.0K | 0.01% | −21−0.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,511 | $769.0K | 0.29% | +4,511 | New |
| CAPROCK Group, Inc. | 4,528 | $772.0K | 0.07% | +410+10.0% | Added |
| Fosun International Ltd | 4,507 | $774.0K | 0.07% | 00.0% | Unchanged |
| Triumph Capital Management | 4,547 | $775.0K | 0.34% | +4,547 | New |
| Hilltop Holdings Inc. | 4,552 | $776.0K | 0.09% | −201−4.2% | Reduced |
| Donaldson Capital Management, LLC | 4,571 | $779.0K | 0.04% | −3,537−43.6% | Reduced |