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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 249 | $39.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 278 | $43.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 298 | $46.0K | 0.02% | +2+0.7% | Added |
| Okabena Investment Services Inc | 303 | $47.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 300 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 305 | $47.0K | 0.01% | +45+17.3% | Added |
| Crewe Advisors LLC | 302 | $47.0K | 0.01% | +302 | New |
| HighMark Wealth Management LLC | 308 | $48.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 322 | $50.0K | 0.01% | +35+12.2% | Added |
| Beacon Capital Management, LLC | 300 | $51.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 352 | $55.0K | 0.04% | +1+0.3% | Added |
| Silvant Capital Management LLC | 358 | $56.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 372 | $58.0K | 0.01% | +200+116.3% | Added |
| Versant Capital Management, Inc | 378 | $59.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 396 | $60.0K | 0.00% | −104−20.8% | Reduced |
| Perkins Coie Trust Co | 394 | $61.0K | 0.02% | −119−23.2% | Reduced |
| Column Capital Advisors, LLC | 396 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 406 | $63.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 404 | $63.0K | 0.01% | +404 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 412 | $64.0K | 0.01% | +1+0.2% | Added |
| Lindbrook Capital, LLC | 410 | $64.0K | 0.01% | +103+33.6% | Added |
| Glen Eagle Advisors, LLC | 425 | $66.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 435 | $68.0K | 0.01% | +10+2.4% | Added |
| Trust Co of Vermont | 438 | $68.0K | 0.01% | +438 | New |
| Jackson, Grant Investment Advisers, Inc. | 442 | $69.0K | 0.03% | +2+0.5% | Added |
| Islay Capital Management, LLC | 450 | $70.0K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 454 | $70.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 476 | $74.0K | 0.00% | +476 | New |
| Eagle Bay Advisors LLC | 483 | $75.0K | 0.05% | +483 | New |
| Investors Research Corp | 494 | $77.0K | 0.02% | +287+138.6% | Added |
| Solstein Capital, LLC | 503 | $78.0K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 500 | $78.0K | 0.04% | +500 | New |
| Tyler-Stone Wealth Management | 535 | $83.0K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 543 | $84.0K | 0.01% | +181+50.0% | Added |
| Gradient Investments LLC | 560 | $87.0K | 0.00% | +130+30.2% | Added |
| Rosenberg Matthew Hamilton | 589 | $92.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 618 | $96.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 626 | $97.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 645 | $100.0K | 0.03% | −310−32.5% | Reduced |
| QVR LLC | 649 | $101.0K | 0.08% | +649 | New |
| MCF Advisors LLC | 658 | $102.0K | 0.01% | +618+1,545.0% | Added |
| Vestor Capital, LLC | 684 | $106.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 689 | $107.0K | 0.05% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 700 | $108.0K | 0.06% | +700 | New |
| High Net Worth Advisory Group LLC | 714 | $111.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 726 | $113.0K | 0.03% | +102+16.3% | Added |
| Bourgeon Capital Management LLC | 765 | $119.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 785 | $122.0K | 0.01% | +785 | New |
| Geneos Wealth Management Inc. | 802 | $125.0K | 0.01% | −57−6.6% | Reduced |
| Kelly Financial Services LLC | 815 | $126.5K | 0.07% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 818 | $127.0K | 0.01% | +818 | New |
| Fred Alger Management, LLC | 832 | $129.0K | 0.00% | −70−7.8% | Reduced |
| Washington Trust Advisors, Inc. | 856 | $133.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 861 | $134.0K | 0.04% | −9,422−91.6% | Reduced |
| Private Capital Group, LLC | 867 | $135.0K | 0.10% | −274−24.0% | Reduced |
| Webster Bank, N. A. | 897 | $139.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 900 | $140.0K | 0.04% | 00.0% | Unchanged |
| American Research & Management Co. | 916 | $142.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 912 | $142.0K | 0.12% | 00.0% | Unchanged |
| Riverview Trust Co | 915 | $142.0K | 0.12% | +113+14.1% | Added |
| Central Trust Co | 923 | $144.0K | 0.00% | +135+17.1% | Added |
| BerganKDV Wealth Management, LLC | 947 | $147.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 966 | $150.0K | 0.01% | −542−35.9% | Reduced |
| Massmutual Trust Co FSB | 965 | $150.0K | 0.01% | +4+0.4% | Added |
| Hexagon Capital Partners LLC | 981 | $152.0K | 0.05% | +44+4.7% | Added |
| Coastal Capital Group, Inc. | 976 | $152.0K | 0.04% | +668+216.9% | Added |
| Dougherty Wealth Advisers LLC | 986 | $153.0K | 0.29% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,006 | $156.0K | 0.04% | −18−1.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,006 | $156.0K | 0.03% | +6+0.6% | Added |
| American State Bank (Iowa) | 1,035 | $160.7K | 0.13% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,052 | $163.0K | 0.05% | +845+408.2% | Added |
| Garde Capital, Inc. | 1,070 | $166.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,068 | $166.0K | 0.02% | +1,068 | New |
| Covington Capital Management | 1,089 | $169.0K | 0.01% | +19+1.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $181.0K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,202 | $187.0K | 0.01% | +286+31.2% | Added |
| TD Ameritrade Investment Management, LLC | 1,208 | $188.0K | 0.00% | −182−13.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,227 | $190.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,225 | $191.0K | 0.01% | −159−11.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,256 | $195.0K | 0.05% | +335+36.4% | Added |
| Farmers & Merchants Investments Inc | 1,278 | $198.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,289 | $200.0K | 0.03% | −228−15.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $200.0K | 0.01% | +40+3.2% | Added |
| Clark Capital Management Group, Inc. | 1,297 | $201.0K | 0.00% | −146−10.1% | Reduced |
| Independence Bank of Kentucky | 1,295 | $201.0K | 0.09% | −20−1.5% | Reduced |
| Benjamin Edwards Inc | 1,292 | $201.0K | 0.06% | +180+16.2% | Added |
| Fermata Advisors, LLC | 1,298 | $202.0K | 0.07% | −170−11.6% | Reduced |
| Everett Harris & Co | 1,300 | $202.0K | 0.00% | +1,300 | New |
| Magellan Asset Management Ltd | 1,308 | $203.0K | 0.00% | −81−5.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,306 | $203.0K | 0.05% | +1,306 | New |
| Gryphon Financial Partners LLC | 1,312 | $203.0K | 0.05% | +1,312 | New |
| Jump Financial, LLC | 1,306 | $203.0K | 0.01% | +1,306 | New |
| WestHill Financial Advisors, Inc. | 1,316 | $204.0K | 0.07% | −19−1.4% | Reduced |
| Waldron Private Wealth LLC | 1,331 | $206.0K | 0.01% | +1,331 | New |
| Intersect Capital LLC | 1,338 | $208.0K | 0.06% | −118−8.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,345 | $209.0K | 0.05% | +1,345 | New |
| Curated Wealth Partners LLC | 1,342 | $210.0K | 0.06% | −554−29.2% | Reduced |
| Dempze Nancy E | 1,355 | $210.0K | 0.21% | 00.0% | Unchanged |