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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 10,283 | $1.75M | 0.36% | −1,195−10.4% | Reduced |
| Roosevelt Investment Group LLC | 10,158 | $1.73M | 0.10% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10,000 | $1.70M | 0.07% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 9,789 | $1.67M | 0.11% | −119−1.2% | Reduced |
| 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 |
| Clifford Swan Investment Counsel LLC | 9,762 | $1.66M | 0.06% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,760 | $1.66M | 0.19% | +1,038+11.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,651 | $1.65M | 0.01% | −62,377−86.6% | Reduced |
| Chesley Taft & Associates LLC | 9,745 | $1.64M | 0.10% | −100−1.0% | Reduced |
| James Hambro & Partners | 9,621 | $1.64M | 0.12% | 00.0% | Unchanged |
| Diversified Trust Co | 9,612 | $1.64M | 0.06% | −540−5.3% | Reduced |
| Accurate Wealth Management, LLC | 9,594 | $1.64M | 0.73% | +6,902+256.4% | Added |
| Grimes & Company, Inc. | 9,511 | $1.62M | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 9,475 | $1.61M | 0.23% | +249+2.7% | Added |
| CX Institutional | 9,351 | $1.59M | 0.13% | +177+1.9% | Added |
| RMR Wealth Builders | 9,274 | $1.58M | 0.34% | +9,274 | New |
| United Capital Financial Advisers, LLC | 9,084 | $1.55M | 0.01% | +3,005+49.4% | Added |
| Cigna Investments Inc | 8,929 | $1.52M | 0.19% | −2,514−22.0% | Reduced |
| Belpointe Asset Management LLC | 8,819 | $1.50M | 0.09% | +1,985+29.0% | Added |
| Two Sigma Investments, LP | 8,772 | $1.50M | 0.00% | +8,772 | New |
| Enterprise Bank & Trust Co | 8,766 | $1.49M | 0.59% | −529−5.7% | Reduced |
| Cetera Advisor Networks LLC | 8,689 | $1.48M | 0.02% | −2,104−19.5% | Reduced |
| Wimmer Associates 1, LLC | 8,646 | $1.47M | 0.82% | −197−2.2% | Reduced |
| Neville Rodie & Shaw Inc | 8,530 | $1.46M | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,578 | $1.46M | 0.08% | +349+4.2% | Added |
| LS Investment Advisors, LLC | 8,565 | $1.46M | 0.23% | −39−0.5% | 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 |
| Sawtooth Solutions, LLC | 8,479 | $1.45M | 0.18% | −7,867−48.1% | Reduced |
| Moneta Group Investment Advisors LLC | 8,426 | $1.44M | 0.06% | −422−4.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,391 | $1.43M | 0.47% | −354−4.0% | Reduced |
| Assenagon Asset Management S.A. | 8,328 | $1.42M | 0.00% | −24,383−74.5% | Reduced |
| Hartline Investment Corp | 10,000 | $1.41M | 0.18% | 00.0% | Unchanged |
| SRB Corp | 8,252 | $1.41M | 0.08% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 8,240 | $1.40M | 0.32% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,110 | $1.38M | 0.06% | +597+7.9% | Added |
| IBM Retirement Fund | 8,101 | $1.38M | 0.19% | −350−4.1% | Reduced |
| Western Wealth Management, LLC | 8,100 | $1.38M | 0.07% | +3,910+93.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,087 | $1.38M | 0.01% | −1,237−13.3% | Reduced |
| Veriti Management LLC | 8,016 | $1.37M | 0.17% | +299+3.9% | Added |
| Metis Global Partners, LLC | 7,977 | $1.36M | 0.16% | +3,561+80.6% | Added |
| Greenleaf Trust | 7,975 | $1.36M | 0.02% | +1,249+18.6% | Added |
| Evercore Wealth Management, LLC | 7,933 | $1.35M | 0.02% | +4+0.1% | Added |
| Edgestream Partners, L.P. | 7,856 | $1.34M | 0.11% | +6,019+327.7% | Added |
| 55I, LLC | 7,785 | $1.33M | 0.03% | +7,785 | New |
| Wealthcare Advisory Partners LLC | 7,744 | $1.32M | 0.08% | −23−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.32M | 0.01% | 00.0% | Unchanged |
| United Bank | 7,580 | $1.29M | 0.68% | +144+1.9% | Added |
| TrinityPoint Wealth, LLC | 7,530 | $1.28M | 0.23% | −458−5.7% | Reduced |
| HM Payson & Co | 7,510 | $1.28M | 0.03% | +56+0.8% | Added |
| TCTC Holdings, LLC | 7,496 | $1.28M | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 7,492 | $1.28M | 0.13% | +260+3.6% | Added |
| Wintrust Investments LLC | 7,380 | $1.26M | 0.12% | −82−1.1% | Reduced |
| Trust Co of Toledo NA | 7,346 | $1.25M | 0.19% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,329 | $1.25M | 0.09% | −431−5.6% | Reduced |
| Icon Advisers Inc | 7,300 | $1.24M | 0.21% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 7,268 | $1.24M | 0.02% | −36−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,268 | $1.24M | 0.02% | −36−0.5% | Reduced |
| Canandaigua National Corp | 7,218 | $1.23M | 0.19% | +273+3.9% | Added |
| Kestra Private Wealth Services, LLC | 7,210 | $1.23M | 0.06% | −136−1.9% | Reduced |
| Charter Trust Co | 7,157 | $1.22M | 0.11% | −2,809−28.2% | Reduced |
| Kingsview Wealth Management, LLC | 7,150 | $1.22M | 0.05% | −134−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,131 | $1.22M | 0.02% | −833−10.5% | Reduced |
| Profund Advisors LLC | 7,084 | $1.21M | 0.05% | −769−9.8% | Reduced |
| Signaturefd, LLC | 7,069 | $1.21M | 0.04% | +427+6.4% | Added |
| Peapack Gladstone Financial Corp | 6,979 | $1.19M | 0.02% | −1,003−12.6% | Reduced |
| Summit Financial, LLC | 6,879 | $1.17M | 0.09% | +1,135+19.8% | Added |
| Ci Investments Inc. | 6,861 | $1.17M | 0.00% | −2,493−26.7% | Reduced |
| Essex Investment Management Co LLC | 6,828 | $1.16M | 0.15% | −602−8.1% | Reduced |
| TD Private Client Wealth LLC | 6,784 | $1.16M | 0.05% | +845+14.2% | Added |
| Ameritas Investment Partners, Inc. | 6,790 | $1.16M | 0.04% | −176−2.5% | Reduced |
| Bowen Hanes & Co Inc | 6,784 | $1.16M | 0.03% | −225−3.2% | Reduced |
| Elmwood Wealth Management, Inc. | 6,688 | $1.14M | 0.59% | +260+4.0% | Added |
| Quadrant Capital Group LLC | 6,679 | $1.14M | 0.14% | +226+3.5% | Added |
| Advisory Services Network, LLC | 6,660 | $1.14M | 0.03% | −4,338−39.4% | Reduced |
| Teza Capital Management LLC | 6,658 | $1.14M | 0.43% | +6,658 | New |
| Clearstead Advisors, LLC | 6,646 | $1.13M | 0.08% | +264+4.1% | Added |
| Symmetry Partners, LLC | 6,648 | $1.13M | 0.07% | +1,293+24.1% | Added |
| Smithfield Trust Co | 6,643 | $1.13M | 0.07% | +43+0.7% | Added |
| US Asset Management LLC | 6,624 | $1.13M | 1.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,624 | $1.13M | 0.05% | +411+6.6% | Added |
| Raymond James Trust N.A. | 6,603 | $1.13M | 0.03% | +186+2.9% | Added |
| Deseret Mutual Benefit Administrators | 6,570 | $1.12M | 0.22% | −832−11.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,509 | $1.11M | 0.12% | +249+4.0% | Added |
| Citizens & Northern Corp | 6,492 | $1.11M | 0.41% | −278−4.1% | Reduced |
| Capital Investment Advisors, LLC | 6,484 | $1.10M | 0.03% | +1,486+29.7% | Added |
| Vident Investment Advisory, LLC | 6,457 | $1.10M | 0.03% | −6,608−50.6% | Reduced |
| Arcus Capital Partners, LLC | 6,396 | $1.09M | 0.39% | +10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 6,361 | $1.08M | 0.02% | −39,557−86.1% | Reduced |
| Sofos Investments, Inc. | 2,550 | $1.07M | 0.09% | −582−18.6% | Reduced |
| Lido Advisors, LLC | 6,276 | $1.07M | 0.02% | −7,605−54.8% | Reduced |
| Boyd Watterson Asset Management LLC | 6,241 | $1.06M | 0.39% | +150+2.5% | Added |
| Gries Financial LLC | 6,210 | $1.06M | 0.39% | +21+0.3% | Added |
| SkyView Investment Advisors, LLC | 6,328 | $1.06M | 0.25% | −10,381−62.1% | Reduced |
| West Paces Advisors Inc. | 6,180 | $1.05M | 0.33% | +155+2.6% | Added |
| Allred Capital Management, LLC | 6,076 | $1.03M | 0.55% | −222−3.5% | Reduced |
| Brighton Jones LLC | 6,061 | $1.03M | 0.05% | +110+1.8% | Added |
| Resources Investment Advisors, LLC. | 6,038 | $1.03M | 0.04% | +3,304+120.8% | Added |
| Pegasus Partners Ltd. | 5,995 | $1.02M | 0.18% | +162+2.8% | Added |