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 |
|---|---|---|---|---|---|
| HM Payson & Co | 7,510 | $1.28M | 0.03% | +56+0.8% | Added |
| TrinityPoint Wealth, LLC | 7,530 | $1.28M | 0.23% | −458−5.7% | Reduced |
| United Bank | 7,580 | $1.29M | 0.68% | +144+1.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.32M | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,744 | $1.32M | 0.08% | −23−0.3% | Reduced |
| 55I, LLC | 7,785 | $1.33M | 0.03% | +7,785 | New |
| Edgestream Partners, L.P. | 7,856 | $1.34M | 0.11% | +6,019+327.7% | Added |
| Evercore Wealth Management, LLC | 7,933 | $1.35M | 0.02% | +4+0.1% | Added |
| Greenleaf Trust | 7,975 | $1.36M | 0.02% | +1,249+18.6% | Added |
| Metis Global Partners, LLC | 7,977 | $1.36M | 0.16% | +3,561+80.6% | Added |
| Veriti Management LLC | 8,016 | $1.37M | 0.17% | +299+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,087 | $1.38M | 0.01% | −1,237−13.3% | Reduced |
| Western Wealth Management, LLC | 8,100 | $1.38M | 0.07% | +3,910+93.3% | Added |
| IBM Retirement Fund | 8,101 | $1.38M | 0.19% | −350−4.1% | Reduced |
| Mission Wealth Management, LP | 8,110 | $1.38M | 0.06% | +597+7.9% | Added |
| Wilkins Investment Counsel Inc | 8,240 | $1.40M | 0.32% | 00.0% | Unchanged |
| SRB Corp | 8,252 | $1.41M | 0.08% | 00.0% | Unchanged |
| Hartline Investment Corp | 10,000 | $1.41M | 0.18% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 8,328 | $1.42M | 0.00% | −24,383−74.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,391 | $1.43M | 0.47% | −354−4.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,426 | $1.44M | 0.06% | −422−4.8% | Reduced |
| Sawtooth Solutions, LLC | 8,479 | $1.45M | 0.18% | −7,867−48.1% | Reduced |
| Howland Capital Management LLC | 8,530 | $1.45M | 0.08% | −475−5.3% | Reduced |
| Capital Asset Advisory Services LLC | 8,534 | $1.45M | 0.15% | +1,934+29.3% | Added |
| LS Investment Advisors, LLC | 8,565 | $1.46M | 0.23% | −39−0.5% | Reduced |
| Wetherby Asset Management Inc | 8,578 | $1.46M | 0.08% | +349+4.2% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.46M | 0.11% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 8,646 | $1.47M | 0.82% | −197−2.2% | Reduced |
| Cetera Advisor Networks LLC | 8,689 | $1.48M | 0.02% | −2,104−19.5% | Reduced |
| Enterprise Bank & Trust Co | 8,766 | $1.49M | 0.59% | −529−5.7% | Reduced |
| Two Sigma Investments, LP | 8,772 | $1.50M | 0.00% | +8,772 | New |
| Belpointe Asset Management LLC | 8,819 | $1.50M | 0.09% | +1,985+29.0% | Added |
| Cigna Investments Inc | 8,929 | $1.52M | 0.19% | −2,514−22.0% | Reduced |
| United Capital Financial Advisers, LLC | 9,084 | $1.55M | 0.01% | +3,005+49.4% | Added |
| RMR Wealth Builders | 9,274 | $1.58M | 0.34% | +9,274 | New |
| CX Institutional | 9,351 | $1.59M | 0.13% | +177+1.9% | Added |
| Hills Bank & Trust Co | 9,475 | $1.61M | 0.23% | +249+2.7% | Added |
| Grimes & Company, Inc. | 9,511 | $1.62M | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,594 | $1.64M | 0.73% | +6,902+256.4% | Added |
| Diversified Trust Co | 9,612 | $1.64M | 0.06% | −540−5.3% | Reduced |
| James Hambro & Partners | 9,621 | $1.64M | 0.12% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 9,745 | $1.64M | 0.10% | −100−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,651 | $1.65M | 0.01% | −62,377−86.6% | Reduced |
| Empirical Finance, LLC | 9,760 | $1.66M | 0.19% | +1,038+11.9% | Added |
| Clifford Swan Investment Counsel LLC | 9,762 | $1.66M | 0.06% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 9,772 | $1.67M | 0.85% | +22+0.2% | Added |
| Zions Bancorporation, N.A. | 9,769 | $1.67M | 0.15% | +1,025+11.7% | Added |
| Altium Wealth Management LLC | 9,789 | $1.67M | 0.11% | −119−1.2% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.70M | 0.07% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 10,158 | $1.73M | 0.10% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10,283 | $1.75M | 0.36% | −1,195−10.4% | Reduced |
| Cary Street Partners Asset Management LLC | 10,310 | $1.76M | 0.35% | −15−0.1% | Reduced |
| LMCG Investments, LLC | 10,390 | $1.77M | 0.10% | +10,390 | New |
| Mount Yale Investment Advisors, LLC | 10,507 | $1.79M | 0.19% | +2,693+34.5% | Added |
| Ascent Group, LLC | 10,593 | $1.80M | 0.21% | +2,391+29.2% | Added |
| Tealwood Asset Management Inc | 10,735 | $1.83M | 0.78% | −217−2.0% | Reduced |
| Aaron Wealth Advisors | 314,424 | $1.84M | 0.04% | +312,399+15,427.1% | Added |
| Buckingham Strategic Partners | 10,859 | $1.85M | 0.18% | +10,859 | New |
| GWM Advisors LLC | 10,887 | $1.85M | 0.03% | +3,987+57.8% | Added |
| Ieq Capital, LLC | 11,077 | $1.89M | 0.04% | +1,446+15.0% | Added |
| CWM, LLC | 11,089 | $1.89M | 0.01% | +1,045+10.4% | Added |
| First National Trust Co | 11,208 | $1.91M | 0.10% | +925+9.0% | Added |
| Fayez Sarofim & Co | 11,229 | $1.91M | 0.01% | +79+0.7% | Added |
| Horizon Investments, LLC | 11,369 | $1.93M | 0.05% | +211+1.9% | Added |
| Federated Hermes, Inc. | 11,392 | $1.94M | 0.00% | −1,183−9.4% | Reduced |
| Phoenix Holdings Ltd. | 11,404 | $1.94M | 0.03% | +11,404 | New |
| Dumont & Blake Investment Advisors LLC | 11,428 | $1.95M | 0.53% | −542−4.5% | Reduced |
| Arabesque Asset Management Ltd | 11,485 | $1.96M | 0.68% | +36+0.3% | Added |
| Pathstone Family Office, LLC | 11,501 | $1.96M | 0.05% | −937−7.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,565 | $1.97M | 0.11% | +1,674+16.9% | Added |
| Brown, Lisle/Cummings, Inc. | 11,659 | $1.99M | 0.95% | +10.0% | Added |
| Fiduciary Trust Co | 11,770 | $2.01M | 0.04% | −198−1.7% | Reduced |
| Front Row Advisors LLC | 11,976 | $2.04M | 0.82% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 12,000 | $2.04M | 1.13% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 12,001 | $2.04M | 0.57% | +12,001 | New |
| Summit Global Investments | 12,069 | $2.06M | 0.15% | +10,885+919.3% | Added |
| Strategic Investment Advisors | 12,078 | $2.06M | 0.39% | +529+4.6% | Added |
| American National Registered Investment Advisor, Inc. | 12,088 | $2.06M | 0.74% | −204−1.7% | Reduced |
| Sciencast Management LP | 12,158 | $2.07M | 0.47% | +12,158 | New |
| Venture Visionary Partners LLC | 12,177 | $2.08M | 0.14% | +147+1.2% | Added |
| Private Trust Co NA | 12,254 | $2.09M | 0.33% | −3,575−22.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,156 | $2.10M | 0.03% | −7,460−38.0% | Reduced |
| American National Insurance Co | 12,325 | $2.10M | 0.57% | −1,600−11.5% | Reduced |
| Kestra Advisory Services, LLC | 12,326 | $2.10M | 0.02% | +251+2.1% | Added |
| EHP Funds Inc. | 12,400 | $2.11M | 0.35% | +12,400 | New |
| Lincoln National Corp | 12,512 | $2.13M | 0.04% | +133+1.1% | Added |
| Redpoint Investment Management Pty Ltd | 12,516 | $2.13M | 0.21% | +981+8.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,899 | $2.20M | 0.10% | −4,709−26.7% | Reduced |
| Heritage Wealth Advisors | 12,914 | $2.20M | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 12,966 | $2.21M | 0.05% | −1,657−11.3% | Reduced |
| Snowden Capital Advisors LLC | 13,201 | $2.25M | 0.09% | +12,147+1,152.5% | Added |
| Argent Trust Co | 13,300 | $2.27M | 0.14% | −72−0.5% | Reduced |
| Banco Santander, S.A. | 13,428 | $2.29M | 0.02% | +1,349+11.2% | Added |
| Bessemer Group Inc | 13,492 | $2.30M | 0.00% | +408+3.1% | Added |
| Vontobel Holding Ltd. | 13,495 | $2.32M | 0.02% | −409−2.9% | Reduced |
| Transcend Wealth Collective, LLC | 13,632 | $2.32M | 0.21% | +1,058+8.4% | Added |
| Miracle Mile Advisors, LLC | 13,637 | $2.32M | 0.10% | +12,227+867.2% | Added |
| SG Americas Securities, LLC | 13,670 | $2.33M | 0.02% | −17,989−56.8% | Reduced |
| Occidental Asset Management, LLC | 13,891 | $2.37M | 0.61% | +823+6.3% | Added |
| Pitcairn Co | 14,044 | $2.39M | 0.21% | −331−2.3% | Reduced |