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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 14,144 | $2.41M | 0.07% | +1,058+8.1% | Added |
| Pensionfund Sabic | 14,200 | $2.42M | 0.60% | −6,500−31.4% | Reduced |
| Cresset Asset Management, LLC | 14,356 | $2.45M | 0.03% | −644−4.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,716 | $2.51M | 0.69% | +35+0.2% | Added |
| Logan Capital Management Inc | 14,856 | $2.53M | 0.12% | +385+2.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,903 | $2.54M | 0.22% | +1,406+10.4% | Added |
| Trexquant Investment LP | 14,927 | $2.54M | 0.12% | +14,927 | New |
| Allstate Corp | 15,047 | $2.56M | 0.07% | −23,221−60.7% | Reduced |
| KCS Wealth Advisory | 15,127 | $2.58M | 1.19% | +610+4.2% | Added |
| Cubist Systematic Strategies, LLC | 15,197 | $2.59M | 0.02% | −11,107−42.2% | Reduced |
| HBK Sorce Advisory LLC | 15,600 | $2.66M | 0.15% | +16+0.1% | Added |
| Twin Tree Management, LP | 15,693 | $2.67M | 0.05% | +15,693 | New |
| Regions Financial Corp | 15,749 | $2.68M | 0.02% | −62−0.4% | Reduced |
| Two Sigma Advisers, LP | 16,100 | $2.74M | 0.01% | +16,100 | New |
| South Dakota Investment Council | 16,592 | $2.83M | 0.06% | −5,548−25.1% | Reduced |
| Mount Lucas Management LP | 16,592 | $2.83M | 0.82% | +40.0% | Added |
| AE Wealth Management LLC | 16,702 | $2.85M | 0.02% | +3,042+22.3% | Added |
| Northwest Investment Counselors, LLC | 16,765 | $2.86M | 0.75% | −683−3.9% | Reduced |
| Lindenwold Advisors | 16,869 | $2.88M | 1.77% | +456+2.8% | Added |
| Alerus Financial NA | 16,896 | $2.88M | 0.25% | −7,142−29.7% | Reduced |
| Kames Capital plc | 17,056 | $2.91M | 0.04% | −4,189−19.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,189 | $2.93M | 1.36% | −423−2.4% | Reduced |
| Legacy Advisors, LLC | 17,626 | $3.00M | 0.58% | +17,626 | New |
| Illinois Municipal Retirement Fund | 17,867 | $3.04M | 0.09% | 00.0% | Unchanged |
| Everence Capital Management Inc | 17,870 | $3.04M | 0.23% | +2,480+16.1% | Added |
| Captrust Financial Advisors | 18,187 | $3.10M | 0.02% | +6,811+59.9% | Added |
| River Wealth Advisors LLC | 18,195 | $3.10M | 0.49% | +1,876+11.5% | Added |
| Advisor Partners LLC | 18,257 | $3.11M | 0.19% | +343+1.9% | Added |
| Mechanics Bank Trust Department | 18,429 | $3.14M | 0.49% | +1,458+8.6% | Added |
| Capital Planning Advisors, LLC | 18,666 | $3.18M | 0.68% | −171−0.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 19,048 | $3.25M | 0.28% | −320−1.7% | Reduced |
| Swarthmore Group Inc | 19,277 | $3.29M | 0.84% | +19,277 | New |
| Financial Engines Advisors L.L.C. | 19,363 | $3.30M | 0.01% | −60−0.3% | Reduced |
| LGT Group Foundation | 19,457 | $3.34M | 0.08% | −20−0.1% | Reduced |
| Bokf, NA | 19,602 | $3.34M | 0.06% | +1,000+5.4% | Added |
| Veritable, L.P. | 19,717 | $3.36M | 0.05% | −1,317−6.3% | Reduced |
| Norinchukin Bank, The | 19,940 | $3.40M | 0.05% | +3,288+19.7% | Added |
| RBF Capital, LLC | 20,000 | $3.41M | 0.22% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 20,161 | $3.44M | 0.15% | 00.0% | Unchanged |
| Essex LLC | 20,255 | $3.45M | 0.94% | +1,697+9.1% | Added |
| Crestline Management, LP | 20,390 | $3.48M | 0.44% | +7,167+54.2% | Added |
| Souders Financial Advisors | 20,716 | $3.53M | 1.02% | +247+1.2% | Added |
| Sumitomo Life Insurance Co | 20,910 | $3.56M | 0.09% | −288−1.4% | Reduced |
| Olstein Capital Management, L.P. | 21,000 | $3.58M | 0.45% | −4,000−16.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,522 | $3.67M | 0.20% | −1,013−4.5% | Reduced |
| Strategic Global Advisors, LLC | 21,523 | $3.67M | 0.54% | +922+4.5% | Added |
| Freestone Capital Holdings, LLC | 21,561 | $3.67M | 0.15% | +1,400+6.9% | Added |
| Natixis Investment Managers International | 21,752 | $3.71M | 0.06% | +21,752 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.75M | 1.69% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 22,010 | $3.75M | 0.18% | −6,045−21.5% | Reduced |
| Gamco Investors, Inc. Et Al | 22,014 | $3.75M | 0.03% | +150+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,212 | $3.79M | 0.08% | −503−2.2% | Reduced |
| MML Investors Services, LLC | 22,414 | $3.82M | 0.03% | +1,227+5.8% | Added |
| Heritage Trust Co | 22,532 | $3.84M | 0.54% | −313−1.4% | Reduced |
| HNP Capital LLC | 22,617 | $3.85M | 0.91% | −1,981−8.1% | Reduced |
| NewSquare Capital LLC | 22,630 | $3.86M | 0.41% | +22,453+12,685.3% | Added |
| E. Ohman J:or Asset Management AB | 22,724 | $3.87M | 0.13% | −1,100−4.6% | Reduced |
| Seeyond | 22,817 | $3.89M | 0.39% | −1,293−5.4% | Reduced |
| Parcion Private Wealth LLC | 22,833 | $3.89M | 0.36% | −6,379−21.8% | Reduced |
| Lafayette Investments, Inc. | 22,900 | $3.90M | 0.97% | −300−1.3% | Reduced |
| Welch & Forbes LLC | 22,936 | $3.91M | 0.06% | +8,216+55.8% | Added |
| 1832 Asset Management L.P. | 23,433 | $3.94M | 0.01% | −170,667−87.9% | Reduced |
| Keybank National Association | 23,564 | $4.02M | 0.02% | −275−1.2% | Reduced |
| Commerce Bank | 23,713 | $4.04M | 0.03% | −809−3.3% | Reduced |
| MU Investments Co., Ltd. | 23,760 | $4.08M | 4.46% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 24,068 | $4.10M | 0.46% | −401−1.6% | Reduced |
| Vectors Research Management, LLC | 24,135 | $4.11M | 0.90% | −740−3.0% | Reduced |
| DuPont Capital Management Corp | 24,171 | $4.12M | 0.17% | −4,548−15.8% | Reduced |
| JustInvest LLC | 24,352 | $4.15M | 0.20% | +5,467+28.9% | Added |
| Becker Capital Management Inc | 25,226 | $4.30M | 0.17% | +351+1.4% | Added |
| Moody National Bank Trust Division | 25,546 | $4.35M | 0.14% | −1,804−6.6% | Reduced |
| Icon Wealth Partners, LLC | 25,597 | $4.36M | 0.43% | +696+2.8% | Added |
| Van Eck Associates Corp | 25,641 | $4.37M | 0.01% | −2,771−9.8% | Reduced |
| Bonness Enterprises Inc | 25,700 | $4.38M | 2.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 25,910 | $4.42M | 0.15% | −635−2.4% | Reduced |
| Pacer Advisors, Inc. | 25,930 | $4.42M | 0.04% | −717−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,979 | $4.43M | 0.16% | +757+3.0% | Added |
| Te Ahumairangi Investment Management Ltd | 26,029 | $4.44M | 0.60% | +170+0.7% | Added |
| Industrial Alliance Investment Management Inc. | 26,070 | $4.44M | 0.11% | −2,117−7.5% | Reduced |
| Beacon Pointe Advisors, LLC | 26,369 | $4.49M | 0.06% | +12,106+84.9% | Added |
| Synovus Financial Corp | 26,680 | $4.56M | 0.05% | +1,150+4.5% | Added |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.60M | 0.62% | 00.0% | Unchanged |
| Harrington Investments, INC | 27,379 | $4.67M | 2.79% | −248−0.9% | Reduced |
| IndexIQ Advisors LLC | 28,135 | $4.79M | 0.17% | +19,720+234.3% | Added |
| Regentatlantic Capital LLC | 28,275 | $4.82M | 0.14% | −5,336−15.9% | Reduced |
| Corient Capital Partners, LLC | 28,692 | $4.89M | 0.32% | +766+2.7% | Added |
| Siemens Fonds Invest GmbH | 28,816 | $4.91M | 0.40% | +468+1.7% | Added |
| Putnam Investments LLC | 28,844 | $4.92M | 0.01% | +25,988+909.9% | Added |
| O'Shares Investment Advisers, LLC | 29,111 | $4.96M | 0.39% | +1,621+5.9% | Added |
| Sompo Asset Management Co., Ltd. | 29,180 | $4.97M | 1.08% | −810−2.7% | Reduced |
| New Mexico Educational Retirement Board | 29,341 | $5.00M | 0.18% | −1,600−5.2% | Reduced |
| BNC Wealth Management, LLC | 29,408 | $5.01M | 2.47% | +34+0.1% | Added |
| Brewin Dolphin Ltd | 30,305 | $5.17M | 0.21% | −1,003−3.2% | Reduced |
| Metropolitan Life Insurance Co | 30,512 | $5.20M | 0.19% | −29,420−49.1% | Reduced |
| Daiwa Securities Group Inc. | 31,000 | $5.28M | 0.03% | +1,291+4.3% | Added |
| Exencial Wealth Advisors, LLC | 31,009 | $5.29M | 0.27% | +880+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 31,115 | $5.30M | 0.01% | +4,241+15.8% | Added |
| Stokes Capital Advisors, LLC | 31,330 | $5.34M | 1.56% | +913+3.0% | Added |
| Tudor Investment Corp Et Al | 31,350 | $5.34M | 0.14% | −5,568−15.1% | Reduced |
| Compagnie Lombard Odier SCmA | 31,379 | $5.34M | 0.11% | −19,703−38.6% | Reduced |