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 |
|---|---|---|---|---|---|
| Rice Hall James & Associates, LLC | 1,350 | $210.0K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $210.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,367 | $212.0K | 0.01% | +1,367 | New |
| Klingenstein Fields & Co LP | 1,370 | $213.0K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 1,373 | $213.0K | 0.02% | +34+2.5% | Added |
| DSC Advisors, L.P. | 1,373 | $213.0K | 0.21% | +80+6.2% | Added |
| Leonteq Securities AG | 1,376 | $213.6K | 0.01% | −2,031−59.6% | Reduced |
| Heritage Wealth Management, LLC | 1,378 | $213.9K | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 1,381 | $214.0K | 0.01% | +1,381 | New |
| Smith, Salley & Associates | 1,400 | $217.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,400 | $217.0K | 0.28% | +1,400 | New |
| Curi Capital | 1,412 | $219.0K | 0.04% | −119−7.8% | Reduced |
| Middleton & Co Inc | 1,410 | $219.0K | 0.03% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,423 | $220.0K | 0.12% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,427 | $222.0K | 0.02% | +26+1.9% | Added |
| PFS Partners, LLC | 1,434 | $222.6K | 0.22% | −75−5.0% | Reduced |
| Mairs & Power Inc | 1,436 | $223.0K | 0.00% | −848−37.1% | Reduced |
| New England Professional Planning Group Inc. | 1,449 | $224.0K | 0.16% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,444 | $224.0K | 0.14% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,442 | $224.0K | 0.06% | +1,442 | New |
| Trust Co of Virginia | 1,451 | $225.0K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,459 | $227.0K | 0.04% | −327−18.3% | Reduced |
| Kessler Investment Group, LLC | 1,462 | $227.0K | 0.20% | −194−11.7% | Reduced |
| YHB Investment Advisors, Inc. | 1,474 | $229.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,484 | $230.0K | 0.00% | −2,030−57.8% | Reduced |
| Asio Capital, LLC | 1,500 | $233.0K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,503 | $233.0K | 0.02% | +67+4.7% | Added |
| Voya Financial Advisors, Inc. | 1,503 | $233.0K | 0.03% | +105+7.5% | Added |
| Enlightenment Research, LLC | 1,500 | $233.0K | 0.50% | +1,500 | New |
| Wesbanco Bank Inc | 1,508 | $234.0K | 0.01% | −114−7.0% | Reduced |
| Northeast Financial Consultants Inc | 1,510 | $234.0K | 0.02% | −92−5.7% | Reduced |
| Mark Stevens | 1,515 | $235.0K | 0.03% | −320−17.4% | Reduced |
| Single Point Partners, LLC | 1,521 | $236.0K | 0.06% | −154−9.2% | Reduced |
| Dillon & Associates Inc | 1,528 | $237.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,522 | $237.0K | 0.02% | +34+2.3% | Added |
| Colonial River Wealth Management, LLC | 1,529 | $237.0K | 0.16% | +1,529 | New |
| Patron Partners Advisors, LLC | 1,538 | $239.0K | 0.19% | +63+4.3% | Added |
| Great Lakes Advisors, LLC | 1,547 | $240.0K | 0.00% | +278+21.9% | Added |
| Convergence Investment Partners, LLC | 1,548 | $240.0K | 0.15% | +1,548 | New |
| HMS Capital Management, LLC | 1,545 | $240.0K | 0.14% | +1,545 | New |
| RFG Advisory, LLC | 1,452 | $241.0K | 0.01% | +1,452 | New |
| First Hawaiian Bank | 1,566 | $243.0K | 0.01% | −110−6.6% | Reduced |
| Wealthspire Advisors, LLC | 1,564 | $243.0K | 0.01% | +1,564 | New |
| Appleton Partners Inc | 1,569 | $244.0K | 0.02% | −72−4.4% | Reduced |
| Carret Asset Management, LLC | 1,580 | $245.0K | 0.03% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $245.0K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 1,586 | $245.0K | 0.10% | +119+8.1% | Added |
| Crescent Grove Advisors, LLC | 1,586 | $246.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,589 | $247.0K | 0.01% | −121−7.1% | Reduced |
| Nwam LLC | 1,585 | $248.0K | 0.02% | −55−3.4% | Reduced |
| Childress Capital Advisors, LLC | 1,597 | $248.0K | 0.10% | +107+7.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,607 | $249.0K | 0.14% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $250.0K | 0.14% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,616 | $251.0K | 0.00% | −147−8.3% | Reduced |
| Bailard, Inc. | 1,615 | $251.0K | 0.01% | +60+3.9% | Added |
| Drake & Associates, LLC | 1,625 | $252.0K | 0.14% | +1,625 | New |
| PFS Investments Inc. | 1,634 | $254.0K | 0.01% | +1,634 | New |
| Rockbridge Investment Management, LCC | 1,639 | $254.5K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,650 | $256.0K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 1,650 | $256.0K | 0.13% | +1,650 | New |
| Independent Advisor Alliance | 1,668 | $259.0K | 0.01% | −110−6.2% | Reduced |
| Kinloch Capital, LLC | 1,674 | $260.0K | 0.17% | −20−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,672 | $260.0K | 0.01% | −24−1.4% | Reduced |
| Resources Management Corp | 1,681 | $261.0K | 0.04% | +21+1.3% | Added |
| Lion Street Advisors, LLC | 1,572 | $262.0K | 0.14% | +3+0.2% | Added |
| Riverwater Partners LLC | 1,688 | $262.0K | 0.26% | +1,688 | New |
| Paradigm Asset Management Co LLC | 1,700 | $263.9K | 0.08% | +1,700 | New |
| Asset Allocation & Management Company, LLC | 1,700 | $264.0K | 0.11% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,700 | $264.0K | 0.09% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,707 | $265.0K | 0.04% | +404+31.0% | Added |
| Highland Private Wealth Management | 1,711 | $266.0K | 0.04% | +116+7.3% | Added |
| Continuum Advisory, LLC | 1,722 | $267.0K | 0.05% | −236−12.1% | Reduced |
| Wealth Management Associates, Inc. | 1,722 | $267.3K | 0.18% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,725 | $268.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,740 | $270.0K | 0.02% | −6−0.3% | Reduced |
| Tradewinds, LLC. | 1,750 | $272.0K | 0.18% | +1,750 | New |
| Umb Bank N A | 1,760 | $273.0K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,771 | $275.0K | 0.01% | −721−28.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,773 | $275.0K | 0.14% | 00.0% | Unchanged |
| 55I, LLC | 1,790 | $278.0K | 0.01% | −5,995−77.0% | Reduced |
| Litman Gregory Asset Management LLC | 1,800 | $279.0K | 0.04% | +1,800 | New |
| Parsons Capital Management Inc | 1,808 | $281.0K | 0.03% | −88−4.6% | Reduced |
| Alphasimplex Group, LLC | 1,815 | $282.0K | 2.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,831 | $284.0K | 0.05% | −517−22.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,831 | $284.0K | 0.06% | −301−14.1% | Reduced |
| Wall Street Access Asset Management, LLC | 1,834 | $284.0K | 0.15% | +1,834 | New |
| Brookstone Capital Management | 1,829 | $285.0K | 0.01% | −37−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,833 | $285.0K | 0.04% | −28−1.5% | Reduced |
| Essex Financial Services, Inc. | 1,834 | $285.0K | 0.03% | +203+12.4% | Added |
| EP Wealth Advisors, LLC | 1,835 | $285.0K | 0.01% | +1,835 | New |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $286.0K | 0.20% | −49−2.6% | Reduced |
| AdvisorNet Financial, Inc | 1,857 | $288.0K | 0.03% | −345−15.7% | Reduced |
| Cypress Capital Group | 1,854 | $288.0K | 0.04% | −42−2.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,860 | $288.0K | 0.08% | +2+0.1% | Added |
| Abner Herrman & Brock LLC | 1,863 | $289.0K | 0.05% | −144−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,861 | $289.0K | 0.01% | +144+8.4% | Added |
| Bank of the West | 1,867 | $290.0K | 0.04% | −44−2.3% | Reduced |
| Pluribus Labs, LLC | 1,868 | $290.0K | 0.53% | +1,868 | New |
| Valeo Financial Advisors, LLC | 1,875 | $291.0K | 0.02% | −778−29.3% | Reduced |
| BBR Partners, LLC | 1,882 | $292.0K | 0.03% | 00.0% | Unchanged |