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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 31,416 | $5.35M | 0.11% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 31,454 | $5.36M | 0.13% | −9,599−23.4% | Reduced |
| American Trust | 31,985 | $5.45M | 0.37% | +13,092+69.3% | Added |
| Kentucky Retirement Systems | 32,182 | $5.48M | 0.22% | +1,359+4.4% | Added |
| M&T Bank Corp | 32,572 | $5.55M | 0.02% | −2,642−7.5% | Reduced |
| Louisiana State Employees Retirement System | 31,900 | $5.56M | 0.13% | +300+0.9% | Added |
| Girard Partners Ltd. | 33,324 | $5.68M | 0.62% | −20,569−38.2% | Reduced |
| Private Advisor Group, LLC | 34,011 | $5.80M | 0.04% | +1,799+5.6% | Added |
| Prudential PLC | 34,395 | $5.86M | 0.08% | +21,834+173.8% | Added |
| Aptus Capital Advisors, LLC | 34,570 | $5.89M | 0.18% | +5,087+17.3% | Added |
| Tower View Investment Management & Research LLC | 34,835 | $5.94M | 3.19% | +413+1.2% | Added |
| Auxier Asset Management | 34,935 | $5.95M | 0.94% | −90.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 34,972 | $5.96M | 1.48% | +85+0.2% | Added |
| Cape Cod Five Cents Savings Bank | 35,059 | $5.97M | 0.60% | +371+1.1% | Added |
| Churchill Management Corp | 35,069 | $5.98M | 0.11% | +360+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 35,742 | $6.09M | 0.10% | +7,136+24.9% | Added |
| Capital International Sarl | 35,945 | $6.13M | 0.30% | −4,019−10.1% | Reduced |
| Bennett Selby Investments LP | 36,280 | $6.18M | 3.72% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 36,513 | $6.22M | 0.19% | +1,288+3.7% | Added |
| Achmea Investment Management B.V. | 37,146 | $6.33M | 0.16% | +37,146 | New |
| Apollon Wealth Management, LLC | 37,165 | $6.33M | 0.45% | −21,891−37.1% | Reduced |
| Northcape Capital Pty Ltd | 37,425 | $6.38M | 0.65% | −1,078−2.8% | Reduced |
| Blair William & Co | 37,526 | $6.39M | 0.02% | +695+1.9% | Added |
| Wealthfront Advisers LLC | 38,309 | $6.53M | 0.03% | −2,267−5.6% | Reduced |
| Maryland State Retirement & Pension System | 39,322 | $6.70M | 0.18% | +575+1.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 39,347 | $6.71M | 0.36% | 00.0% | Unchanged |
| Ethic Inc. | 39,430 | $6.72M | 0.46% | +8,691+28.3% | Added |
| Elo Mutual Pension Insurance Co | 39,710 | $6.77M | 0.20% | +1,092+2.8% | Added |
| Xponance, Inc. | 39,860 | $6.79M | 0.11% | +887+2.3% | Added |
| Marks Group Wealth Management, Inc | 39,975 | $6.81M | 0.86% | +2,730+7.3% | Added |
| Hudson Bay Capital Management LP | 40,000 | $6.82M | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 40,459 | $6.89M | 0.04% | +23,137+133.6% | Added |
| FDx Advisors, Inc. | 41,299 | $7.04M | 0.24% | −19,498−32.1% | Reduced |
| Vestcor Inc | 41,461 | $7.07M | 0.24% | +1,621+4.1% | Added |
| Crossmark Global Holdings, Inc. | 41,657 | $7.10M | 0.16% | −2,940−6.6% | Reduced |
| TD Waterhouse Canada Inc. | 36,547 | $7.12M | 0.07% | −1,130−3.0% | Reduced |
| Securian Asset Management, Inc | 42,196 | $7.19M | 0.14% | −564−1.3% | Reduced |
| Prana Capital Management, LP | 42,675 | $7.27M | 0.58% | +42,675 | New |
| D. E. Shaw & Co., Inc. | 43,117 | $7.35M | 0.01% | +41,117+2,055.9% | Added |
| Shell Asset Management Co | 44,154 | $7.53M | 0.18% | −1,060−2.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 44,593 | $7.60M | 1.02% | −3,058−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,705 | $7.79M | 0.01% | +6,343+16.1% | Added |
| Whittier Trust Co of Nevada Inc | 45,901 | $7.82M | 0.28% | +6,345+16.0% | Added |
| Stonegate Investment Group, LLC | 45,927 | $7.83M | 0.26% | −1,418−3.0% | Reduced |
| Bell Asset Management Ltd | 46,169 | $7.87M | 1.35% | −5,788−11.1% | Reduced |
| Huntington National Bank | 46,843 | $7.98M | 0.07% | −2,183−4.5% | Reduced |
| Hartford Investment Management Co | 47,768 | $8.14M | 0.21% | −3,590−7.0% | Reduced |
| Kinneret Advisory, LLC | 48,710 | $8.30M | 0.91% | +1,090+2.3% | Added |
| Westpac Banking Corp | 48,942 | $8.34M | 0.10% | −293−0.6% | Reduced |
| Meeder Asset Management Inc | 49,065 | $8.36M | 0.41% | +49,065 | New |
| Oppenheimer Asset Management Inc. | 52,173 | $8.89M | 0.13% | +3,310+6.8% | Added |
| Panagora Asset Management Inc | 52,481 | $8.94M | 0.05% | −208,131−79.9% | Reduced |
| Atria Investments LLC | 54,882 | $9.35M | 0.16% | +3,712+7.3% | Added |
| Washington Trust Bank | 55,141 | $9.40M | 1.09% | +4,262+8.4% | Added |
| People's United Financial, Inc. | 55,809 | $9.51M | 0.27% | −96−0.2% | Reduced |
| First Republic Investment Management, Inc. | 55,988 | $9.54M | 0.02% | +9,944+21.6% | Added |
| Calamos Wealth Management LLC | 56,031 | $9.55M | 0.71% | +3,607+6.9% | Added |
| Northwest & Ethical Investments L.P. | 57,056 | $9.72M | 0.31% | +5,543+10.8% | Added |
| Brown Advisory Inc | 57,637 | $9.82M | 0.01% | −9,390−14.0% | Reduced |
| Millennium Management LLC | 58,068 | $9.90M | 0.01% | −172,577−74.8% | Reduced |
| Rockefeller Capital Management L.P. | 58,795 | $10.0M | 0.05% | −422−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 59,180 | $10.1M | 0.05% | −1,916−3.1% | Reduced |
| Brinker Capital Investments, LLC | 59,200 | $10.1M | 0.16% | +131+0.2% | Added |
| First American Bank | 59,332 | $10.1M | 0.86% | −2,116−3.4% | Reduced |
| C.V. Starr & Co., Inc. Trust | 60,000 | $10.2M | 59.39% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,801 | $10.5M | 0.22% | +438+0.7% | Added |
| Tredje AP-fonden | 61,924 | $10.6M | 0.22% | 00.0% | Unchanged |
| Texas Permanent School Fund | 65,489 | $11.2M | 0.15% | −4,150−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 65,721 | $11.2M | 0.02% | +311+0.5% | Added |
| Advisor Group Holdings, Inc. | 67,221 | $11.3M | 0.02% | +4,109+6.5% | Added |
| Segment Wealth Management, LLC | 66,867 | $11.4M | 1.17% | +4,186+6.7% | Added |
| Osborne Partners Capital Management, LLC | 67,065 | $11.4M | 0.84% | +1,759+2.7% | Added |
| Levin Capital Strategies, L.P. | 67,073 | $11.4M | 1.13% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 67,382 | $11.5M | 0.12% | +714+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,556 | $11.5M | 0.11% | +4,183+6.6% | Added |
| Foyston, Gordon, & Payne Inc | 67,606 | $11.5M | 2.82% | +1,763+2.7% | Added |
| Scotia Capital Inc. | 69,721 | $11.9M | 0.08% | +5,302+8.2% | Added |
| Commonwealth Equity Services, LLC | 70,181 | $12.0M | 0.03% | +554+0.8% | Added |
| Public Sector Pension Investment Board | 70,840 | $12.1M | 0.07% | −13,410−15.9% | Reduced |
| Jane Street Group, LLC | 70,868 | $12.1M | 0.02% | +52,256+280.8% | Added |
| State of Alaska, Department of Revenue | 71,041 | $12.1M | 0.13% | −2,060−2.8% | Reduced |
| Cutler Investment Counsel LLC | 71,161 | $12.1M | 1.68% | +2,082+3.0% | Added |
| Mackay Shields LLC | 72,372 | $12.3M | 0.11% | −2,853−3.8% | Reduced |
| Creative Planning | 73,301 | $12.5M | 0.02% | +34,257+87.7% | Added |
| Pinebridge Investments, L.P. | 73,451 | $12.5M | 0.13% | +3,015+4.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 76,872 | $13.1M | 0.08% | −2,194−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 76,971 | $13.1M | 0.13% | +33,920+78.8% | Added |
| British Columbia Investment Management Corp | 77,950 | $13.3M | 0.08% | −96,209−55.2% | Reduced |
| Ninety One North America, Inc. | 78,058 | $13.3M | 0.49% | +133+0.2% | Added |
| Nissay Asset Management Corp | 79,625 | $13.6M | 0.12% | +1,137+1.4% | Added |
| ING Groep NV | 80,104 | $13.7M | 0.14% | +14,206+21.6% | Added |
| Public Employees Retirement Association of Colorado | 80,875 | $13.8M | 0.06% | −781−1.0% | Reduced |
| IFM Investors Pty Ltd | 81,414 | $13.9M | 0.22% | +15,857+24.2% | Added |
| Brightworth | 81,725 | $13.9M | 1.41% | +405+0.5% | Added |
| Gulf International Bank (UK) Ltd | 82,447 | $14.1M | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 83,626 | $14.3M | 0.06% | +2,193+2.7% | Added |
| Comerica Bank | 82,419 | $14.4M | 0.10% | −518−0.6% | Reduced |
| Yousif Capital Management, LLC | 84,697 | $14.4M | 0.16% | −530−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 84,707 | $14.4M | 0.03% | +8,668+11.4% | Added |
| JLB & Associates Inc | 84,850 | $14.5M | 2.16% | +888+1.1% | Added |