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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, Q2 2022

Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 30, 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
1,150
+20 vs. Q1 2022
Shares held
441.7M
+3.81M (+0.9%) vs. Q1 2022
Total value
$68.6B
−$5.87B (−7.9%) vs. Q1 2022
New holders
115
434 more added
Sold out
95
405 more reduced

21 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 1,150 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ2 2022: $68.6B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2022.

Institutions holding MRSH in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp88$00.00%−8−8.3%Reduced
ACG Wealth1$00.00%+1New
PEAK6 Investments LLC3$5430.00%−929−99.7%Reduced
Financial Synergies Wealth Advisors, Inc.5$7770.00%+5New
Marquette Asset Management, LLC4$1.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC8$1.00K0.00%00.0%Unchanged
Lee Financial Co6$1.00K0.00%+6New
Tfo-TDC, LLC8$1.00K0.00%+8New
Wolff Wiese Magana LLC5$1.00K0.00%+5New
Oliver Lagore Vanvalin Investment Group4$1.00K0.00%+4New
Morton Brown Family Wealth, LLC6$1.00K0.00%+6New
Baystate Wealth Management LLC10$2.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC14$2.00K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.12$2.00K0.00%+12New
Key Financial Inc19$3.00K0.00%−80−80.8%Reduced
USA Financial Portformulas Corp17$3.00K0.00%−22−56.4%Reduced
Disciplined Investments, LLC21$3.00K0.00%−2−8.7%Reduced
Loomis Sayles & Co L P22$3.00K0.00%+4+22.2%Added
Longfellow Investment Management Co LLC17$3.00K0.00%00.0%Unchanged
TFC Financial Management20$3.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.17$3.00K0.00%+5+41.7%Added
Quent Capital, LLC19$3.00K0.00%+10+111.1%Added
Wagner Wealth Management, LLC17$3.00K0.00%+17New
Bradley & Co. Private Wealth Management, LLC19$3.00K0.00%+19New
Charter Oak Capital Management, LLC25$4.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC24$4.00K0.04%+24New
West Bancorporation Inc35$5.00K0.00%−35−50.0%Reduced
South State Corp.32$5.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC33$5.00K0.00%+14+73.7%Added
First PREMIER Bank35$5.00K0.00%+35New
Horizons Wealth Management28$5.00K0.00%+28New
Atwood & Palmer Inc39$6.00K0.00%−36−48.0%Reduced
Focused Wealth Management, Inc38$6.00K0.00%00.0%Unchanged
Steward Financial Group LLC45$6.00K0.00%+26+136.8%Added
Castleview Partners, LLC50$6.80K0.01%−185−78.7%Reduced
Aua Capital Management, LLC47$7.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC46$7.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.51$7.00K0.01%00.0%Unchanged
Schubert & Co44$7.00K0.01%+22+100.0%Added
Raleigh Capital Management Inc.52$8.00K0.00%00.0%Unchanged
Creative Financial Designs Inc61$9.00K0.00%−11−15.3%Reduced
Sierra Capital LLC55$9.00K0.00%−18−24.7%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$9.00K0.01%00.0%Unchanged
Toth Financial Advisory Corp55$9.00K0.00%+25+83.3%Added
GW&K Investment Management, LLC64$10.0K0.00%+31+93.9%Added
Ritter Daniher Financial Advisory LLC65$10.0K0.01%+65New
Raffa Wealth Management, LLC67$10.4K0.00%00.0%Unchanged
Arcadia Investment Management Corp74$11.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.68$11.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$11.0K0.01%00.0%Unchanged
Gleason Group, Inc.73$11.0K0.00%00.0%Unchanged
Larson Financial Group LLC70$11.0K0.00%+70New
Motco84$13.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.85$13.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.86$13.0K0.00%+56+186.7%Added
Seldon Capital LP88$14.0K0.01%00.0%Unchanged
State of Wyoming97$15.0K0.01%−1,203−92.5%Reduced
Stuart Chaussee & Associates, Inc.97$15.0K0.03%00.0%Unchanged
DB Wealth Management Group, LLC96$15.0K0.01%00.0%Unchanged
FNY Investment Advisers, LLC98$15.0K0.01%+98New
Enterprise Trust & Investment Co96$15.0K0.01%+96New
Howe & Rusling Inc103$16.0K0.00%00.0%Unchanged
JNBA Financial Advisors100$16.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC111$17.0K0.00%−9−7.5%Reduced
M&R Capital Management Inc114$17.0K0.00%00.0%Unchanged
Clean Yield Group110$17.0K0.01%00.0%Unchanged
JJJ Advisors Inc.104$17.0K0.01%00.0%Unchanged
Capital Analysts, LLC117$18.0K0.00%+16+15.8%Added
Credential Qtrade Securities Inc.121$18.8K0.00%00.0%Unchanged
American National Bank130$20.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC143$22.0K0.02%00.0%Unchanged
Pacific Center for Financial Services144$22.0K0.01%+144New
BDO Wealth Advisors, LLC151$23.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc155$24.0K0.00%+155New
Canton Hathaway, LLC164$25.0K0.01%+164New
NewSquare Capital LLC177$27.0K0.00%−22,453−99.2%Reduced
Altshuler Shaham Ltd171$27.0K0.00%−507−74.8%Reduced
Atticus Wealth Management, LLC173$27.0K0.01%+173New
Tilia Fiduciary Partners, Inc.184$28.0K0.03%00.0%Unchanged
Atlas Capital Advisors LLC185$28.7K0.00%00.0%Unchanged
First Financial Corp190$29.0K0.02%+87+84.5%Added
FinTrust Capital Advisors, LLC190$30.0K0.01%+128+206.5%Added
Bell Investment Advisors, Inc194$30.0K0.01%+194New
CoreCap Advisors, LLC196$30.0K0.00%+196New
First Bank & Trust201$31.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC200$31.0K0.00%00.0%Unchanged
Sageworth Trust Co208$32.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.204$32.0K0.02%+20+10.9%Added
Evoke Wealth, LLC204$32.0K0.00%+36+21.4%Added
Arlington Partners LLC214$33.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC214$33.0K0.00%00.0%Unchanged
NVWM, LLC210$33.0K0.01%+210New
Earnest Partners LLC220$34.0K0.00%00.0%Unchanged
MV Capital Management, Inc.220$34.0K0.01%+61+38.4%Added
Jones Financial Companies LLLP223$35.0K0.00%−165−42.5%Reduced
Piscataqua Savings Bank229$36.0K0.03%00.0%Unchanged
Allworth Financial LP239$37.0K0.00%−420−63.7%Reduced
Country Trust Bank243$38.0K0.00%−34−12.3%Reduced
Financial Management Professionals, Inc.244$38.0K0.01%+143+141.6%Added