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 |
|---|---|---|---|---|---|
| Inverness Counsel LLC | 5,951 | $1.01M | 0.05% | +5,951 | New |
| Venturi Wealth Management, LLC | 5,931 | $1.01M | 0.08% | +129+2.2% | Added |
| Boltwood Capital Management | 5,925 | $1.01M | 0.39% | −272−4.4% | Reduced |
| Moloney Securities Asset Management, LLC | 5,924 | $1.01M | 0.20% | +261+4.6% | Added |
| Ferguson Wellman Capital Management, Inc | 5,914 | $1.01M | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 5,915 | $1.01M | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 5,904 | $1.01M | 0.03% | +3,717+170.0% | Added |
| Missouri Trust & Investment Co | 5,850 | $997.0K | 0.58% | +1,775+43.6% | Added |
| Wealth Alliance | 5,818 | $991.0K | 0.20% | +346+6.3% | Added |
| Hantz Financial Services, Inc. | 5,785 | $986.0K | 0.03% | +901+18.4% | Added |
| EverSource Wealth Advisors, LLC | 5,782 | $986.0K | 0.25% | +2,847+97.0% | Added |
| Lester Murray Antman dba SimplyRich | 5,778 | $984.0K | 0.34% | −166−2.8% | Reduced |
| Wolverine Trading, LLC | 5,717 | $982.0K | 0.03% | −8,832−60.7% | Reduced |
| Desjardins Global Asset Management Inc. | 5,651 | $963.0K | 0.08% | −29−0.5% | Reduced |
| Ashfield Capital Partners, LLC | 5,622 | $958.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,589 | $952.0K | 0.03% | −710−11.3% | Reduced |
| Park Avenue Securities LLC | 5,571 | $949.0K | 0.02% | +1,573+39.3% | Added |
| Orion Portfolio Solutions, LLC | 5,505 | $938.0K | 0.03% | −172−3.0% | Reduced |
| Heartland Bank & Trust Co | 5,487 | $935.0K | 0.71% | −171−3.0% | Reduced |
| Clarius Group, LLC | 5,361 | $932.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,374 | $916.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,375 | $916.0K | 0.07% | +511+10.5% | Added |
| AlphaCrest Capital Management LLC | 5,360 | $913.0K | 0.05% | −7,324−57.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,358 | $913.0K | 0.09% | +324+6.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,307 | $904.0K | 0.49% | +1,312+32.8% | Added |
| Murphy Pohlad Asset Management LLC | 5,285 | $900.0K | 0.36% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,232 | $892.0K | 0.01% | +97+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,211 | $888.0K | 0.06% | 00.0% | Unchanged |
| Regents of the University of California | 5,200 | $886.0K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,163 | $880.0K | 0.01% | +294+6.0% | Added |
| Conning Inc. | 5,114 | $872.0K | 0.02% | −73−1.4% | Reduced |
| Trust Asset Management LLC | 5,080 | $866.0K | 0.11% | +164+3.3% | Added |
| Norway Savings Bank | 5,006 | $853.0K | 0.39% | +135+2.8% | Added |
| JGP Wealth Management, LLC | 4,843 | $836.0K | 0.15% | −553−10.2% | Reduced |
| Red Cedar Investment Management, LLC | 4,903 | $836.0K | 0.12% | +2,422+97.6% | Added |
| Jarislowsky, Fraser Ltd | 4,900 | $835.0K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 4,890 | $833.0K | 0.08% | +64+1.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,875 | $831.0K | 0.29% | −1,072−18.0% | Reduced |
| Personal Wealth Partners | 4,872 | $830.0K | 0.36% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,835 | $824.0K | 0.23% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,816 | $821.0K | 0.05% | −212−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,812 | $820.0K | 0.01% | +90+1.9% | Added |
| Ironwood Investment Counsel, LLC | 4,800 | $818.0K | 0.20% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,788 | $816.0K | 0.01% | +17+0.4% | Added |
| Bryn Mawr Trust Co | 4,665 | $795.0K | 0.03% | +24+0.5% | Added |
| Amplius Wealth Advisors, LLC | 4,662 | $794.0K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,582 | $787.0K | 0.03% | −184−3.9% | Reduced |
| Dowling & Yahnke LLC | 4,611 | $786.0K | 0.03% | +476+11.5% | Added |
| Eudaimonia Partners, LLC | 4,608 | $785.0K | 0.13% | +4,608 | New |
| Proequities, Inc. | 4,585 | $781.0K | 0.06% | −70−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,580 | $781.0K | 0.14% | +988+27.5% | Added |
| Donaldson Capital Management, LLC | 4,571 | $779.0K | 0.04% | −3,537−43.6% | Reduced |
| Hilltop Holdings Inc. | 4,552 | $776.0K | 0.09% | −201−4.2% | Reduced |
| Triumph Capital Management | 4,547 | $775.0K | 0.34% | +4,547 | New |
| Fosun International Ltd | 4,507 | $774.0K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,528 | $772.0K | 0.07% | +410+10.0% | Added |
| Quadrant Private Wealth Management, LLC | 4,511 | $769.0K | 0.29% | +4,511 | New |
| Gateway Investment Advisers LLC | 4,508 | $768.0K | 0.01% | −21−0.5% | Reduced |
| Kalos Management, Inc. | 4,500 | $766.0K | 0.52% | −292−6.1% | Reduced |
| HB Wealth Management, LLC | 4,384 | $747.0K | 0.01% | +982+28.9% | Added |
| Blueprint Investment Partners LLC | 4,359 | $743.0K | 0.19% | +11+0.3% | Added |
| Csenge Advisory Group | 4,318 | $736.0K | 0.06% | +51+1.2% | Added |
| Mirova | 4,283 | $729.0K | 0.10% | −142−3.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,275 | $729.0K | 0.18% | +4,275 | New |
| Gladstone Institutional Advisory LLC | 4,259 | $726.0K | 0.05% | −2,567−37.6% | Reduced |
| Arden Trust Co | 4,249 | $724.0K | 0.14% | −350−7.6% | Reduced |
| Cetera Investment Advisers | 4,188 | $714.0K | 0.01% | +1,277+43.9% | Added |
| First Manhattan Co | 4,176 | $711.0K | 0.00% | +3+0.1% | Added |
| King Luther Capital Management Corp | 4,143 | $706.0K | 0.00% | −5−0.1% | Reduced |
| VeraBank, N.A. | 4,102 | $699.0K | 0.36% | −218−5.0% | Reduced |
| Atlantic Union Bankshares Corp | 4,081 | $695.0K | 0.06% | −45−1.1% | Reduced |
| ASB Consultores, LLC | 4,065 | $693.0K | 0.29% | +301+8.0% | Added |
| Sentry Investment Management LLC | 4,035 | $688.0K | 0.22% | −679−14.4% | Reduced |
| Kenfarb & Co. | 4,035 | $688.0K | 0.54% | +1,300+47.5% | Added |
| Fukoku Mutual Life Insurance Co | 4,030 | $687.0K | 0.05% | 00.0% | Unchanged |
| Robotti Robert | 4,000 | $682.0K | 0.14% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 3,995 | $681.0K | 0.13% | +1,720+75.6% | Added |
| Stiles Financial Services Inc | 3,930 | $670.0K | 0.34% | −26−0.7% | Reduced |
| Waypoint Capital Advisors, LLC | 3,916 | $668.0K | 0.39% | +20+0.5% | Added |
| Bridgewater Advisors Inc. | 3,919 | $668.0K | 0.16% | +212+5.7% | Added |
| Stokes Family Office, LLC | 3,908 | $666.0K | 0.09% | −463−10.6% | Reduced |
| Element Capital Management LLC | 3,894 | $664.0K | 0.33% | +3,894 | New |
| Matthew Goff Investment Advisor, LLC | 3,891 | $663.0K | 0.16% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,782 | $645.0K | 0.15% | +6+0.2% | Added |
| Avidian Wealth Solutions, LLC | 3,771 | $643.0K | 0.04% | +221+6.2% | Added |
| D.A. Davidson & Co. | 3,741 | $638.0K | 0.01% | +79+2.2% | Added |
| American Portfolios Advisors | 3,705 | $631.4K | 0.02% | −18−0.5% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,701 | $631.0K | 0.57% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,636 | $619.6K | 0.07% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,628 | $618.0K | 0.01% | 00.0% | Unchanged |
| Prospector Partners LLC | 3,600 | $614.0K | 0.08% | +500+16.1% | Added |
| Neo Ivy Capital Management | 3,582 | $610.0K | 0.55% | +3,582 | New |
| We Are One Seven, LLC | 3,569 | $608.0K | 0.07% | −4,881−57.8% | Reduced |
| Personal Capital Advisors Corp | 3,562 | $607.0K | 0.00% | −309−8.0% | Reduced |
| Ausdal Financial Partners, Inc. | 3,560 | $607.0K | 0.08% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,555 | $606.0K | 0.16% | +1,047+41.7% | Added |
| Wedmont Private Capital | 3,504 | $600.0K | 0.13% | +580+19.8% | Added |
| Verition Fund Management LLC | 3,514 | $599.0K | 0.01% | −1,146−24.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,515 | $599.0K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $596.0K | 0.14% | 00.0% | Unchanged |