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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 52,173 | $8.89M | 0.13% | +3,310+6.8% | Added |
| Meeder Asset Management Inc | 49,065 | $8.36M | 0.41% | +49,065 | New |
| Westpac Banking Corp | 48,942 | $8.34M | 0.10% | −293−0.6% | Reduced |
| Kinneret Advisory, LLC | 48,710 | $8.30M | 0.91% | +1,090+2.3% | Added |
| Hartford Investment Management Co | 47,768 | $8.14M | 0.21% | −3,590−7.0% | Reduced |
| Huntington National Bank | 46,843 | $7.98M | 0.07% | −2,183−4.5% | Reduced |
| Bell Asset Management Ltd | 46,169 | $7.87M | 1.35% | −5,788−11.1% | Reduced |
| Stonegate Investment Group, LLC | 45,927 | $7.83M | 0.26% | −1,418−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 45,901 | $7.82M | 0.28% | +6,345+16.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 45,705 | $7.79M | 0.01% | +6,343+16.1% | Added |
| Hudson Valley Investment Advisors Inc | 44,593 | $7.60M | 1.02% | −3,058−6.4% | Reduced |
| Shell Asset Management Co | 44,154 | $7.53M | 0.18% | −1,060−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 43,117 | $7.35M | 0.01% | +41,117+2,055.9% | Added |
| Prana Capital Management, LP | 42,675 | $7.27M | 0.58% | +42,675 | New |
| Securian Asset Management, Inc | 42,196 | $7.19M | 0.14% | −564−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 36,547 | $7.12M | 0.07% | −1,130−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 41,657 | $7.10M | 0.16% | −2,940−6.6% | Reduced |
| Vestcor Inc | 41,461 | $7.07M | 0.24% | +1,621+4.1% | Added |
| FDx Advisors, Inc. | 41,299 | $7.04M | 0.24% | −19,498−32.1% | Reduced |
| Mercer Global Advisors Inc | 40,459 | $6.89M | 0.04% | +23,137+133.6% | Added |
| Hudson Bay Capital Management LP | 40,000 | $6.82M | 0.10% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 39,975 | $6.81M | 0.86% | +2,730+7.3% | Added |
| Xponance, Inc. | 39,860 | $6.79M | 0.11% | +887+2.3% | Added |
| Elo Mutual Pension Insurance Co | 39,710 | $6.77M | 0.20% | +1,092+2.8% | Added |
| Ethic Inc. | 39,430 | $6.72M | 0.46% | +8,691+28.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 39,347 | $6.71M | 0.36% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 39,322 | $6.70M | 0.18% | +575+1.5% | Added |
| Wealthfront Advisers LLC | 38,309 | $6.53M | 0.03% | −2,267−5.6% | Reduced |
| Blair William & Co | 37,526 | $6.39M | 0.02% | +695+1.9% | Added |
| Northcape Capital Pty Ltd | 37,425 | $6.38M | 0.65% | −1,078−2.8% | Reduced |
| Apollon Wealth Management, LLC | 37,165 | $6.33M | 0.45% | −21,891−37.1% | Reduced |
| Achmea Investment Management B.V. | 37,146 | $6.33M | 0.16% | +37,146 | New |
| Gotham Asset Management, LLC | 36,513 | $6.22M | 0.19% | +1,288+3.7% | Added |
| Bennett Selby Investments LP | 36,280 | $6.18M | 3.72% | 00.0% | Unchanged |
| Capital International Sarl | 35,945 | $6.13M | 0.30% | −4,019−10.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,742 | $6.09M | 0.10% | +7,136+24.9% | Added |
| Churchill Management Corp | 35,069 | $5.98M | 0.11% | +360+1.0% | Added |
| Cape Cod Five Cents Savings Bank | 35,059 | $5.97M | 0.60% | +371+1.1% | Added |
| Ipswich Investment Management Co., Inc. | 34,972 | $5.96M | 1.48% | +85+0.2% | Added |
| Auxier Asset Management | 34,935 | $5.95M | 0.94% | −90.0% | Reduced |
| Tower View Investment Management & Research LLC | 34,835 | $5.94M | 3.19% | +413+1.2% | Added |
| Aptus Capital Advisors, LLC | 34,570 | $5.89M | 0.18% | +5,087+17.3% | Added |
| Prudential PLC | 34,395 | $5.86M | 0.08% | +21,834+173.8% | Added |
| Private Advisor Group, LLC | 34,011 | $5.80M | 0.04% | +1,799+5.6% | Added |
| Girard Partners Ltd. | 33,324 | $5.68M | 0.62% | −20,569−38.2% | Reduced |
| Louisiana State Employees Retirement System | 31,900 | $5.56M | 0.13% | +300+0.9% | Added |
| M&T Bank Corp | 32,572 | $5.55M | 0.02% | −2,642−7.5% | Reduced |
| Kentucky Retirement Systems | 32,182 | $5.48M | 0.22% | +1,359+4.4% | Added |
| American Trust | 31,985 | $5.45M | 0.37% | +13,092+69.3% | Added |
| Worldquant Millennium Advisors LLC | 31,454 | $5.36M | 0.13% | −9,599−23.4% | Reduced |
| Richard Bernstein Advisors LLC | 31,416 | $5.35M | 0.11% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 31,379 | $5.34M | 0.11% | −19,703−38.6% | Reduced |
| Tudor Investment Corp Et Al | 31,350 | $5.34M | 0.14% | −5,568−15.1% | Reduced |
| Stokes Capital Advisors, LLC | 31,330 | $5.34M | 1.56% | +913+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 31,115 | $5.30M | 0.01% | +4,241+15.8% | Added |
| Exencial Wealth Advisors, LLC | 31,009 | $5.29M | 0.27% | +880+2.9% | Added |
| Daiwa Securities Group Inc. | 31,000 | $5.28M | 0.03% | +1,291+4.3% | Added |
| Metropolitan Life Insurance Co | 30,512 | $5.20M | 0.19% | −29,420−49.1% | Reduced |
| Brewin Dolphin Ltd | 30,305 | $5.17M | 0.21% | −1,003−3.2% | Reduced |
| BNC Wealth Management, LLC | 29,408 | $5.01M | 2.47% | +34+0.1% | Added |
| New Mexico Educational Retirement Board | 29,341 | $5.00M | 0.18% | −1,600−5.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 29,180 | $4.97M | 1.08% | −810−2.7% | Reduced |
| O'Shares Investment Advisers, LLC | 29,111 | $4.96M | 0.39% | +1,621+5.9% | Added |
| Putnam Investments LLC | 28,844 | $4.92M | 0.01% | +25,988+909.9% | Added |
| Siemens Fonds Invest GmbH | 28,816 | $4.91M | 0.40% | +468+1.7% | Added |
| Corient Capital Partners, LLC | 28,692 | $4.89M | 0.32% | +766+2.7% | Added |
| Regentatlantic Capital LLC | 28,275 | $4.82M | 0.14% | −5,336−15.9% | Reduced |
| IndexIQ Advisors LLC | 28,135 | $4.79M | 0.17% | +19,720+234.3% | Added |
| Harrington Investments, INC | 27,379 | $4.67M | 2.79% | −248−0.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.60M | 0.62% | 00.0% | Unchanged |
| Synovus Financial Corp | 26,680 | $4.56M | 0.05% | +1,150+4.5% | Added |
| Beacon Pointe Advisors, LLC | 26,369 | $4.49M | 0.06% | +12,106+84.9% | Added |
| Industrial Alliance Investment Management Inc. | 26,070 | $4.44M | 0.11% | −2,117−7.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 26,029 | $4.44M | 0.60% | +170+0.7% | Added |
| Carnegie Capital Asset Management, LLC | 25,979 | $4.43M | 0.16% | +757+3.0% | Added |
| Pacer Advisors, Inc. | 25,930 | $4.42M | 0.04% | −717−2.7% | Reduced |
| Citizens Financial Group Inc | 25,910 | $4.42M | 0.15% | −635−2.4% | Reduced |
| Bonness Enterprises Inc | 25,700 | $4.38M | 2.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 25,641 | $4.37M | 0.01% | −2,771−9.8% | Reduced |
| Icon Wealth Partners, LLC | 25,597 | $4.36M | 0.43% | +696+2.8% | Added |
| Moody National Bank Trust Division | 25,546 | $4.35M | 0.14% | −1,804−6.6% | Reduced |
| Becker Capital Management Inc | 25,226 | $4.30M | 0.17% | +351+1.4% | Added |
| JustInvest LLC | 24,352 | $4.15M | 0.20% | +5,467+28.9% | Added |
| DuPont Capital Management Corp | 24,171 | $4.12M | 0.17% | −4,548−15.8% | Reduced |
| Vectors Research Management, LLC | 24,135 | $4.11M | 0.90% | −740−3.0% | Reduced |
| Oak Ridge Investments LLC | 24,068 | $4.10M | 0.46% | −401−1.6% | Reduced |
| MU Investments Co., Ltd. | 23,760 | $4.08M | 4.46% | 00.0% | Unchanged |
| Commerce Bank | 23,713 | $4.04M | 0.03% | −809−3.3% | Reduced |
| Keybank National Association | 23,564 | $4.02M | 0.02% | −275−1.2% | Reduced |
| 1832 Asset Management L.P. | 23,433 | $3.94M | 0.01% | −170,667−87.9% | Reduced |
| Welch & Forbes LLC | 22,936 | $3.91M | 0.06% | +8,216+55.8% | Added |
| Lafayette Investments, Inc. | 22,900 | $3.90M | 0.97% | −300−1.3% | Reduced |
| Parcion Private Wealth LLC | 22,833 | $3.89M | 0.36% | −6,379−21.8% | Reduced |
| Seeyond | 22,817 | $3.89M | 0.39% | −1,293−5.4% | Reduced |
| E. Ohman J:or Asset Management AB | 22,724 | $3.87M | 0.13% | −1,100−4.6% | Reduced |
| NewSquare Capital LLC | 22,630 | $3.86M | 0.41% | +22,453+12,685.3% | Added |
| HNP Capital LLC | 22,617 | $3.85M | 0.91% | −1,981−8.1% | Reduced |
| Heritage Trust Co | 22,532 | $3.84M | 0.54% | −313−1.4% | Reduced |
| MML Investors Services, LLC | 22,414 | $3.82M | 0.03% | +1,227+5.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,212 | $3.79M | 0.08% | −503−2.2% | Reduced |