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 |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 1,881 | $292.0K | 0.15% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,895 | $294.0K | 0.22% | −361−16.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,903 | $295.0K | 0.00% | −266,519−99.3% | Reduced |
| CKW Financial Group | 1,907 | $298.0K | 0.05% | +4+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,916 | $298.0K | 0.04% | +1,916 | New |
| Kanawha Capital Management LLC | 1,957 | $304.0K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,967 | $306.0K | 0.01% | −74−3.6% | Reduced |
| 9258 Wealth Management, LLC | 1,973 | $306.0K | 0.08% | +1,973 | New |
| Asset Management Resources, LLC | 1,976 | $307.0K | 0.26% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,993 | $309.0K | 0.10% | +65+3.4% | Added |
| Centiva Capital, LP | 1,988 | $309.0K | 0.02% | +1,988 | New |
| S&CO Inc | 2,000 | $310.0K | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $311.0K | 0.08% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,003 | $311.0K | 0.07% | +6+0.3% | Added |
| Cambridge Trust Co | 2,002 | $311.0K | 0.01% | +132+7.1% | Added |
| Chilton Investment Co LLC | 2,008 | $312.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 2,014 | $313.0K | 0.08% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,016 | $314.0K | 0.09% | +71+3.7% | Added |
| Willow Creek Wealth Management Inc. | 2,029 | $315.0K | 0.06% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,042 | $317.0K | 0.02% | −17−0.8% | Reduced |
| Meridian Wealth Advisors, LLC | 2,049 | $318.0K | 0.08% | +4+0.2% | Added |
| Westover Capital Advisors, LLC | 2,070 | $321.0K | 0.12% | −70−3.3% | Reduced |
| DFPG Investments, LLC | 2,192 | $325.0K | 0.14% | +2+0.1% | Added |
| Vise Technologies, Inc. | 2,116 | $329.0K | 0.13% | +266+14.4% | Added |
| Carolinas Wealth Consulting LLC | 2,142 | $332.0K | 0.08% | +10.0% | Added |
| Inscription Capital, LLC | 2,155 | $335.0K | 0.06% | −470−17.9% | Reduced |
| Wealthsource Partners, LLC | 2,164 | $336.0K | 0.02% | +50+2.4% | Added |
| Gilbert & Cook, Inc. | 2,180 | $338.0K | 0.06% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,186 | $339.0K | 0.24% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,190 | $340.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,105 | $341.0K | 0.08% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,201 | $342.0K | 0.02% | +18+0.8% | Added |
| Comerica Securities,inc. | 2,219 | $344.0K | 0.03% | +95+4.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $345.0K | 0.04% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,223 | $345.0K | 0.24% | +133+6.4% | Added |
| Pointe Capital Management LLC | 2,233 | $347.0K | 0.26% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,248 | $349.0K | 0.04% | −703−23.8% | Reduced |
| Cetera Advisors LLC | 2,262 | $351.0K | 0.01% | +179+8.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,267 | $352.0K | 0.03% | +2,267 | New |
| Sigma Planning Corp | 2,271 | $353.0K | 0.01% | +94+4.3% | Added |
| Two Sigma Securities, LLC | 2,288 | $355.0K | 0.06% | +2,288 | New |
| Gladius Capital Management LP | 2,284 | $355.0K | 0.08% | +2,284 | New |
| Lantz Financial LLC | 2,292 | $356.0K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,316 | $357.0K | 0.01% | −921−17.6% | Reduced |
| InterOcean Capital Group, LLC | 2,320 | $360.0K | 0.01% | −13−0.6% | Reduced |
| Glassman Wealth Services | 2,320 | $360.0K | 0.07% | +114+5.2% | Added |
| Centaurus Financial, Inc. | 2,341 | $363.0K | 0.04% | +26+1.1% | Added |
| Penserra Capital Management LLC | 2,351 | $364.0K | 0.01% | −207−8.1% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $366.0K | 0.22% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,367 | $367.0K | 0.08% | −2−0.1% | Reduced |
| National Asset Management, Inc. | 2,368 | $369.0K | 0.02% | +202+9.3% | Added |
| Walter & Keenan Financial Consulting Co | 2,400 | $373.0K | 0.15% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,417 | $375.0K | 0.09% | −312,007−99.2% | Reduced |
| Cahaba Wealth Management, Inc. | 2,419 | $375.0K | 0.05% | −339−12.3% | Reduced |
| NorthRock Partners, LLC | 2,437 | $378.0K | 0.04% | −575−19.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,436 | $378.0K | 0.30% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,443 | $378.0K | 0.06% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $380.0K | 0.08% | −25−1.0% | Reduced |
| Fulton Bank, N.A. | 2,461 | $382.0K | 0.02% | −247−9.1% | Reduced |
| Stephens Inc | 2,461 | $382.0K | 0.01% | −19−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,464 | $383.0K | 0.01% | +361+17.2% | Added |
| Graypoint LLC | 2,477 | $385.0K | 0.05% | +255+11.5% | Added |
| Hall Laurie J Trustee | 2,490 | $387.0K | 0.18% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,525 | $392.0K | 0.04% | +477+23.3% | Added |
| C2C Wealth Management, LLC | 2,580 | $395.0K | 0.07% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,543 | $395.0K | 0.27% | +2,543 | New |
| Perigon Wealth Management, LLC | 2,574 | $400.0K | 0.03% | +377+17.2% | Added |
| Rockland Trust Co | 2,586 | $401.0K | 0.03% | −537−17.2% | Reduced |
| Tobam | 2,585 | $401.0K | 0.03% | +212+8.9% | Added |
| ARS Investment Partners, LLC | 2,590 | $402.0K | 0.05% | +137+5.6% | Added |
| Capital Advisors Inc | 2,600 | $404.0K | 0.01% | 00.0% | Unchanged |
| Boston Research & Management Inc | 2,620 | $406.0K | 0.13% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,381 | $409.0K | 0.08% | +51+2.2% | Added |
| Sutton Wealth Advisors Inc. | 2,662 | $413.3K | 0.16% | +3+0.1% | Added |
| Tower Bridge Advisors | 2,700 | $419.2K | 0.03% | −200−6.9% | Reduced |
| Proficio Capital Partners LLC | 2,710 | $421.0K | 0.08% | +293+12.1% | Added |
| Manchester Capital Management LLC | 2,720 | $422.0K | 0.07% | +1,159+74.2% | Added |
| Stratos Wealth Partners, LTD. | 2,763 | $429.0K | 0.01% | +312+12.7% | Added |
| Stockman Wealth Management, Inc. | 2,785 | $432.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,793 | $433.0K | 0.02% | +66+2.4% | Added |
| EagleClaw Capital Managment, LLC | 2,813 | $437.0K | 0.12% | +206+7.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,827 | $439.0K | 0.03% | +2+0.1% | Added |
| Israel Discount Bank of New York | 2,832 | $440.0K | 0.33% | −28−1.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,861 | $440.0K | 0.11% | +2,861 | New |
| Dodge & Cox | 2,860 | $444.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,859 | $444.0K | 0.10% | 00.0% | Unchanged |
| Strid Group, LLC | 2,864 | $445.0K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,881 | $447.0K | 0.04% | +178+6.6% | Added |
| Forum Financial Management, LP | 2,899 | $450.0K | 0.02% | −152−5.0% | Reduced |
| Ruffer LLP | 2,900 | $450.0K | 0.02% | 00.0% | Unchanged |
| X-Square Capital, LLC | 2,904 | $451.0K | 0.27% | +166+6.1% | Added |
| NBT Bank N A | 2,933 | $456.0K | 0.07% | +1,136+63.2% | Added |
| Avantax Advisory Services, Inc. | 2,939 | $456.0K | 0.01% | +2,939 | New |
| DRW Securities, LLC | 2,956 | $459.0K | 0.12% | +2,956 | New |
| BSW Wealth Partners | 2,973 | $462.0K | 0.11% | +381+14.7% | Added |
| Fulton Breakefield Broenniman LLC | 3,003 | $466.0K | 0.04% | −87−2.8% | Reduced |
| Bellwether Advisors, LLC | 3,026 | $469.0K | 0.15% | −138−4.4% | Reduced |
| North Star Asset Management Inc | 3,026 | $470.0K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,032 | $471.0K | 0.10% | +378+14.2% | Added |
| Quantinno Capital Management LP | 3,058 | $475.0K | 0.07% | +1,591+108.5% | Added |