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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 22,014 | $3.75M | 0.03% | +150+0.7% | Added |
| Triasima Portfolio Management inc. | 22,010 | $3.75M | 0.18% | −6,045−21.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.75M | 1.69% | 00.0% | Unchanged |
| Natixis Investment Managers International | 21,752 | $3.71M | 0.06% | +21,752 | New |
| Freestone Capital Holdings, LLC | 21,561 | $3.67M | 0.15% | +1,400+6.9% | Added |
| 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 |
| Olstein Capital Management, L.P. | 21,000 | $3.58M | 0.45% | −4,000−16.0% | Reduced |
| Sumitomo Life Insurance Co | 20,910 | $3.56M | 0.09% | −288−1.4% | Reduced |
| Souders Financial Advisors | 20,716 | $3.53M | 1.02% | +247+1.2% | Added |
| Crestline Management, LP | 20,390 | $3.48M | 0.44% | +7,167+54.2% | Added |
| Essex LLC | 20,255 | $3.45M | 0.94% | +1,697+9.1% | Added |
| Banque Cantonale Vaudoise | 20,161 | $3.44M | 0.15% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $3.41M | 0.22% | 00.0% | Unchanged |
| Norinchukin Bank, The | 19,940 | $3.40M | 0.05% | +3,288+19.7% | Added |
| Veritable, L.P. | 19,717 | $3.36M | 0.05% | −1,317−6.3% | Reduced |
| Bokf, NA | 19,602 | $3.34M | 0.06% | +1,000+5.4% | Added |
| LGT Group Foundation | 19,457 | $3.34M | 0.08% | −20−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 19,363 | $3.30M | 0.01% | −60−0.3% | Reduced |
| Swarthmore Group Inc | 19,277 | $3.29M | 0.84% | +19,277 | New |
| Schaper Benz & Wise Investment Counsel Inc | 19,048 | $3.25M | 0.28% | −320−1.7% | Reduced |
| Capital Planning Advisors, LLC | 18,666 | $3.18M | 0.68% | −171−0.9% | Reduced |
| Mechanics Bank Trust Department | 18,429 | $3.14M | 0.49% | +1,458+8.6% | Added |
| Advisor Partners LLC | 18,257 | $3.11M | 0.19% | +343+1.9% | Added |
| River Wealth Advisors LLC | 18,195 | $3.10M | 0.49% | +1,876+11.5% | Added |
| Captrust Financial Advisors | 18,187 | $3.10M | 0.02% | +6,811+59.9% | Added |
| 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 |
| Legacy Advisors, LLC | 17,626 | $3.00M | 0.58% | +17,626 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,189 | $2.93M | 1.36% | −423−2.4% | Reduced |
| Kames Capital plc | 17,056 | $2.91M | 0.04% | −4,189−19.7% | Reduced |
| Alerus Financial NA | 16,896 | $2.88M | 0.25% | −7,142−29.7% | Reduced |
| Lindenwold Advisors | 16,869 | $2.88M | 1.77% | +456+2.8% | Added |
| Northwest Investment Counselors, LLC | 16,765 | $2.86M | 0.75% | −683−3.9% | Reduced |
| AE Wealth Management LLC | 16,702 | $2.85M | 0.02% | +3,042+22.3% | Added |
| 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 |
| Two Sigma Advisers, LP | 16,100 | $2.74M | 0.01% | +16,100 | New |
| Regions Financial Corp | 15,749 | $2.68M | 0.02% | −62−0.4% | Reduced |
| Twin Tree Management, LP | 15,693 | $2.67M | 0.05% | +15,693 | New |
| HBK Sorce Advisory LLC | 15,600 | $2.66M | 0.15% | +16+0.1% | Added |
| Cubist Systematic Strategies, LLC | 15,197 | $2.59M | 0.02% | −11,107−42.2% | Reduced |
| KCS Wealth Advisory | 15,127 | $2.58M | 1.19% | +610+4.2% | Added |
| Allstate Corp | 15,047 | $2.56M | 0.07% | −23,221−60.7% | Reduced |
| Trexquant Investment LP | 14,927 | $2.54M | 0.12% | +14,927 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 14,903 | $2.54M | 0.22% | +1,406+10.4% | Added |
| Logan Capital Management Inc | 14,856 | $2.53M | 0.12% | +385+2.7% | Added |
| Cary Street Partner Investment Advisory LLC | 14,716 | $2.51M | 0.69% | +35+0.2% | Added |
| Cresset Asset Management, LLC | 14,356 | $2.45M | 0.03% | −644−4.3% | Reduced |
| Pensionfund Sabic | 14,200 | $2.42M | 0.60% | −6,500−31.4% | Reduced |
| Toroso Investments, LLC | 14,144 | $2.41M | 0.07% | +1,058+8.1% | Added |
| Pitcairn Co | 14,044 | $2.39M | 0.21% | −331−2.3% | Reduced |
| Occidental Asset Management, LLC | 13,891 | $2.37M | 0.61% | +823+6.3% | Added |
| SG Americas Securities, LLC | 13,670 | $2.33M | 0.02% | −17,989−56.8% | Reduced |
| Miracle Mile Advisors, LLC | 13,637 | $2.32M | 0.10% | +12,227+867.2% | Added |
| Transcend Wealth Collective, LLC | 13,632 | $2.32M | 0.21% | +1,058+8.4% | Added |
| Vontobel Holding Ltd. | 13,495 | $2.32M | 0.02% | −409−2.9% | Reduced |
| Bessemer Group Inc | 13,492 | $2.30M | 0.00% | +408+3.1% | Added |
| Banco Santander, S.A. | 13,428 | $2.29M | 0.02% | +1,349+11.2% | Added |
| Argent Trust Co | 13,300 | $2.27M | 0.14% | −72−0.5% | Reduced |
| Snowden Capital Advisors LLC | 13,201 | $2.25M | 0.09% | +12,147+1,152.5% | Added |
| Edmond de Rothschild Holding S.A. | 12,966 | $2.21M | 0.05% | −1,657−11.3% | Reduced |
| Heritage Wealth Advisors | 12,914 | $2.20M | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 12,899 | $2.20M | 0.10% | −4,709−26.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 12,516 | $2.13M | 0.21% | +981+8.5% | Added |
| Lincoln National Corp | 12,512 | $2.13M | 0.04% | +133+1.1% | Added |
| EHP Funds Inc. | 12,400 | $2.11M | 0.35% | +12,400 | New |
| Kestra Advisory Services, LLC | 12,326 | $2.10M | 0.02% | +251+2.1% | Added |
| American National Insurance Co | 12,325 | $2.10M | 0.57% | −1,600−11.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,156 | $2.10M | 0.03% | −7,460−38.0% | Reduced |
| Private Trust Co NA | 12,254 | $2.09M | 0.33% | −3,575−22.6% | Reduced |
| Venture Visionary Partners LLC | 12,177 | $2.08M | 0.14% | +147+1.2% | Added |
| Sciencast Management LP | 12,158 | $2.07M | 0.47% | +12,158 | New |
| American National Registered Investment Advisor, Inc. | 12,088 | $2.06M | 0.74% | −204−1.7% | Reduced |
| Strategic Investment Advisors | 12,078 | $2.06M | 0.39% | +529+4.6% | Added |
| Summit Global Investments | 12,069 | $2.06M | 0.15% | +10,885+919.3% | Added |
| 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 |
| Front Row Advisors LLC | 11,976 | $2.04M | 0.82% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,770 | $2.01M | 0.04% | −198−1.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,659 | $1.99M | 0.95% | +10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 11,565 | $1.97M | 0.11% | +1,674+16.9% | Added |
| Pathstone Family Office, LLC | 11,501 | $1.96M | 0.05% | −937−7.5% | Reduced |
| Arabesque Asset Management Ltd | 11,485 | $1.96M | 0.68% | +36+0.3% | Added |
| Dumont & Blake Investment Advisors LLC | 11,428 | $1.95M | 0.53% | −542−4.5% | Reduced |
| Phoenix Holdings Ltd. | 11,404 | $1.94M | 0.03% | +11,404 | New |
| Federated Hermes, Inc. | 11,392 | $1.94M | 0.00% | −1,183−9.4% | Reduced |
| Horizon Investments, LLC | 11,369 | $1.93M | 0.05% | +211+1.9% | Added |
| Fayez Sarofim & Co | 11,229 | $1.91M | 0.01% | +79+0.7% | Added |
| First National Trust Co | 11,208 | $1.91M | 0.10% | +925+9.0% | Added |
| CWM, LLC | 11,089 | $1.89M | 0.01% | +1,045+10.4% | Added |
| Ieq Capital, LLC | 11,077 | $1.89M | 0.04% | +1,446+15.0% | Added |
| GWM Advisors LLC | 10,887 | $1.85M | 0.03% | +3,987+57.8% | Added |
| Buckingham Strategic Partners | 10,859 | $1.85M | 0.18% | +10,859 | New |
| Aaron Wealth Advisors | 314,424 | $1.84M | 0.04% | +312,399+15,427.1% | Added |
| Tealwood Asset Management Inc | 10,735 | $1.83M | 0.78% | −217−2.0% | Reduced |
| Ascent Group, LLC | 10,593 | $1.80M | 0.21% | +2,391+29.2% | Added |
| Mount Yale Investment Advisors, LLC | 10,507 | $1.79M | 0.19% | +2,693+34.5% | Added |
| LMCG Investments, LLC | 10,390 | $1.77M | 0.10% | +10,390 | New |
| Cary Street Partners Asset Management LLC | 10,310 | $1.76M | 0.35% | −15−0.1% | Reduced |