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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 4,585 | $781.0K | 0.06% | −70−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,580 | $781.0K | 0.14% | +988+27.5% | Added |
| Eudaimonia Partners, LLC | 4,608 | $785.0K | 0.13% | +4,608 | New |
| Dowling & Yahnke LLC | 4,611 | $786.0K | 0.03% | +476+11.5% | Added |
| Parallel Advisors, LLC | 4,582 | $787.0K | 0.03% | −184−3.9% | Reduced |
| Amplius Wealth Advisors, LLC | 4,662 | $794.0K | 0.12% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,665 | $795.0K | 0.03% | +24+0.5% | Added |
| Oppenheimer & Co Inc | 4,788 | $816.0K | 0.01% | +17+0.4% | Added |
| Ironwood Investment Counsel, LLC | 4,800 | $818.0K | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,812 | $820.0K | 0.01% | +90+1.9% | Added |
| Integrated Advisors Network LLC | 4,816 | $821.0K | 0.05% | −212−4.2% | Reduced |
| West Family Investments, Inc. | 4,835 | $824.0K | 0.23% | 00.0% | Unchanged |
| Personal Wealth Partners | 4,872 | $830.0K | 0.36% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 4,875 | $831.0K | 0.29% | −1,072−18.0% | Reduced |
| SFMG, LLC | 4,890 | $833.0K | 0.08% | +64+1.3% | Added |
| Jarislowsky, Fraser Ltd | 4,900 | $835.0K | 0.00% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,843 | $836.0K | 0.15% | −553−10.2% | Reduced |
| Red Cedar Investment Management, LLC | 4,903 | $836.0K | 0.12% | +2,422+97.6% | Added |
| Norway Savings Bank | 5,006 | $853.0K | 0.39% | +135+2.8% | Added |
| Trust Asset Management LLC | 5,080 | $866.0K | 0.11% | +164+3.3% | Added |
| Conning Inc. | 5,114 | $872.0K | 0.02% | −73−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,163 | $880.0K | 0.01% | +294+6.0% | Added |
| Regents of the University of California | 5,200 | $886.0K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,211 | $888.0K | 0.06% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,232 | $892.0K | 0.01% | +97+1.9% | Added |
| Murphy Pohlad Asset Management LLC | 5,285 | $900.0K | 0.36% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,307 | $904.0K | 0.49% | +1,312+32.8% | Added |
| AlphaCrest Capital Management LLC | 5,360 | $913.0K | 0.05% | −7,324−57.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,358 | $913.0K | 0.09% | +324+6.4% | Added |
| Pinnacle Associates Ltd | 5,374 | $916.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,375 | $916.0K | 0.07% | +511+10.5% | Added |
| Clarius Group, LLC | 5,361 | $932.0K | 0.07% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,487 | $935.0K | 0.71% | −171−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 5,505 | $938.0K | 0.03% | −172−3.0% | Reduced |
| Park Avenue Securities LLC | 5,571 | $949.0K | 0.02% | +1,573+39.3% | Added |
| Coldstream Capital Management Inc | 5,589 | $952.0K | 0.03% | −710−11.3% | Reduced |
| Ashfield Capital Partners, LLC | 5,622 | $958.0K | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 5,651 | $963.0K | 0.08% | −29−0.5% | Reduced |
| Wolverine Trading, LLC | 5,717 | $982.0K | 0.03% | −8,832−60.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,778 | $984.0K | 0.34% | −166−2.8% | Reduced |
| Hantz Financial Services, Inc. | 5,785 | $986.0K | 0.03% | +901+18.4% | Added |
| EverSource Wealth Advisors, LLC | 5,782 | $986.0K | 0.25% | +2,847+97.0% | Added |
| Wealth Alliance | 5,818 | $991.0K | 0.20% | +346+6.3% | Added |
| Missouri Trust & Investment Co | 5,850 | $997.0K | 0.58% | +1,775+43.6% | Added |
| Balentine LLC | 5,904 | $1.01M | 0.03% | +3,717+170.0% | Added |
| Ferguson Wellman Capital Management, Inc | 5,914 | $1.01M | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 5,915 | $1.01M | 0.04% | 00.0% | Unchanged |
| Boltwood Capital Management | 5,925 | $1.01M | 0.39% | −272−4.4% | Reduced |
| Moloney Securities Asset Management, LLC | 5,924 | $1.01M | 0.20% | +261+4.6% | Added |
| Venturi Wealth Management, LLC | 5,931 | $1.01M | 0.08% | +129+2.2% | Added |
| Inverness Counsel LLC | 5,951 | $1.01M | 0.05% | +5,951 | New |
| Pegasus Partners Ltd. | 5,995 | $1.02M | 0.18% | +162+2.8% | Added |
| Resources Investment Advisors, LLC. | 6,038 | $1.03M | 0.04% | +3,304+120.8% | Added |
| Brighton Jones LLC | 6,061 | $1.03M | 0.05% | +110+1.8% | Added |
| Allred Capital Management, LLC | 6,076 | $1.03M | 0.55% | −222−3.5% | Reduced |
| West Paces Advisors Inc. | 6,180 | $1.05M | 0.33% | +155+2.6% | Added |
| SkyView Investment Advisors, LLC | 6,328 | $1.06M | 0.25% | −10,381−62.1% | Reduced |
| Gries Financial LLC | 6,210 | $1.06M | 0.39% | +21+0.3% | Added |
| Boyd Watterson Asset Management LLC | 6,241 | $1.06M | 0.39% | +150+2.5% | Added |
| Lido Advisors, LLC | 6,276 | $1.07M | 0.02% | −7,605−54.8% | Reduced |
| Sofos Investments, Inc. | 2,550 | $1.07M | 0.09% | −582−18.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,361 | $1.08M | 0.02% | −39,557−86.1% | Reduced |
| Arcus Capital Partners, LLC | 6,396 | $1.09M | 0.39% | +10.0% | Added |
| Vident Investment Advisory, LLC | 6,457 | $1.10M | 0.03% | −6,608−50.6% | Reduced |
| Capital Investment Advisors, LLC | 6,484 | $1.10M | 0.03% | +1,486+29.7% | Added |
| Citizens & Northern Corp | 6,492 | $1.11M | 0.41% | −278−4.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,509 | $1.11M | 0.12% | +249+4.0% | Added |
| Deseret Mutual Benefit Administrators | 6,570 | $1.12M | 0.22% | −832−11.2% | Reduced |
| Raymond James Trust N.A. | 6,603 | $1.13M | 0.03% | +186+2.9% | Added |
| US Asset Management LLC | 6,624 | $1.13M | 1.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,624 | $1.13M | 0.05% | +411+6.6% | Added |
| Smithfield Trust Co | 6,643 | $1.13M | 0.07% | +43+0.7% | Added |
| Clearstead Advisors, LLC | 6,646 | $1.13M | 0.08% | +264+4.1% | Added |
| Symmetry Partners, LLC | 6,648 | $1.13M | 0.07% | +1,293+24.1% | Added |
| Advisory Services Network, LLC | 6,660 | $1.14M | 0.03% | −4,338−39.4% | Reduced |
| Teza Capital Management LLC | 6,658 | $1.14M | 0.43% | +6,658 | New |
| Quadrant Capital Group LLC | 6,679 | $1.14M | 0.14% | +226+3.5% | Added |
| Elmwood Wealth Management, Inc. | 6,688 | $1.14M | 0.59% | +260+4.0% | Added |
| Bowen Hanes & Co Inc | 6,784 | $1.16M | 0.03% | −225−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,790 | $1.16M | 0.04% | −176−2.5% | Reduced |
| TD Private Client Wealth LLC | 6,784 | $1.16M | 0.05% | +845+14.2% | Added |
| Essex Investment Management Co LLC | 6,828 | $1.16M | 0.15% | −602−8.1% | Reduced |
| Ci Investments Inc. | 6,861 | $1.17M | 0.00% | −2,493−26.7% | Reduced |
| Summit Financial, LLC | 6,879 | $1.17M | 0.09% | +1,135+19.8% | Added |
| Peapack Gladstone Financial Corp | 6,979 | $1.19M | 0.02% | −1,003−12.6% | Reduced |
| Signaturefd, LLC | 7,069 | $1.21M | 0.04% | +427+6.4% | Added |
| Profund Advisors LLC | 7,084 | $1.21M | 0.05% | −769−9.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,131 | $1.22M | 0.02% | −833−10.5% | Reduced |
| Kingsview Wealth Management, LLC | 7,150 | $1.22M | 0.05% | −134−1.8% | Reduced |
| Charter Trust Co | 7,157 | $1.22M | 0.11% | −2,809−28.2% | Reduced |
| Kestra Private Wealth Services, LLC | 7,210 | $1.23M | 0.06% | −136−1.9% | Reduced |
| Canandaigua National Corp | 7,218 | $1.23M | 0.19% | +273+3.9% | Added |
| Bartlett & Co. Wealth Management LLC | 7,268 | $1.24M | 0.02% | −36−0.5% | Reduced |
| Bartlett & Co. LLC | 7,268 | $1.24M | 0.02% | −36−0.5% | Reduced |
| Icon Advisers Inc | 7,300 | $1.24M | 0.21% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,329 | $1.25M | 0.09% | −431−5.6% | Reduced |
| Trust Co of Toledo NA | 7,346 | $1.25M | 0.19% | 00.0% | Unchanged |
| Wintrust Investments LLC | 7,380 | $1.26M | 0.12% | −82−1.1% | Reduced |
| TCTC Holdings, LLC | 7,496 | $1.28M | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 7,492 | $1.28M | 0.13% | +260+3.6% | Added |