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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 3,076 | $478.0K | 0.21% | −989−24.3% | Reduced |
| Roble, Belko & Company, Inc | 3,077 | $478.0K | 0.11% | +1,987+182.3% | Added |
| Strategic Blueprint, LLC | 3,088 | $479.0K | 0.06% | +72+2.4% | Added |
| Defined Wealth Management, LLC | 3,095 | $480.0K | 0.49% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,091 | $480.0K | 0.14% | +10+0.3% | Added |
| Eads & Heald Wealth Management | 3,090 | $480.0K | 0.26% | +3,090 | New |
| Montag A & Associates Inc | 3,136 | $487.0K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,139 | $487.0K | 0.02% | +3,139 | New |
| Leavell Investment Management, Inc. | 3,150 | $489.0K | 0.04% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,167 | $492.0K | 0.66% | +121+4.0% | Added |
| Bank of New Hampshire | 3,191 | $495.0K | 0.14% | −50−1.5% | Reduced |
| REDW Wealth LLC | 3,190 | $495.0K | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,200 | $497.0K | 0.12% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,210 | $498.0K | 0.32% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,208 | $498.0K | 0.04% | +142+4.6% | Added |
| Bryn Mawr Trust Co | 3,243 | $503.0K | 0.02% | −1,422−30.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,240 | $503.0K | 0.01% | −13−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,239 | $503.0K | 0.12% | −12−0.4% | Reduced |
| Opus Capital Group, LLC | 3,239 | $503.0K | 0.10% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,248 | $504.0K | 0.09% | −105−3.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $504.0K | 0.11% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $505.0K | 0.10% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,257 | $506.0K | 0.08% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 3,280 | $509.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,306 | $513.0K | 0.18% | −82−2.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,319 | $515.0K | 0.04% | −711−17.6% | Reduced |
| Thrive Wealth Management, LLC | 3,334 | $518.0K | 0.18% | −109−3.2% | Reduced |
| Domani Wealth, LLC | 3,340 | $519.0K | 0.14% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,354 | $521.0K | 0.20% | +18+0.5% | Added |
| Sentry Investment Management LLC | 3,377 | $524.0K | 0.24% | −658−16.3% | Reduced |
| Contravisory Investment Management, Inc. | 3,395 | $527.0K | 0.17% | +29+0.9% | Added |
| Gotham Asset Management, LLC | 3,399 | $528.0K | 0.02% | −33,114−90.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,411 | $530.0K | 0.05% | −1,800−34.5% | Reduced |
| Savant Capital, LLC | 3,421 | $531.0K | 0.02% | +178+5.5% | Added |
| DF Dent & Co Inc | 3,418 | $531.0K | 0.01% | +703+25.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,428 | $532.0K | 0.09% | +349+11.3% | Added |
| MAI Capital Management | 3,441 | $534.0K | 0.01% | −29−0.8% | Reduced |
| Henshaw Capital LLC | 3,466 | $538.1K | 0.04% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,496 | $543.0K | 0.17% | −59−1.7% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $543.0K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $543.0K | 0.28% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 3,504 | $544.0K | 0.19% | +84+2.5% | Added |
| Buckingham Strategic Wealth, LLC | 3,502 | $544.0K | 0.01% | +151+4.5% | Added |
| Dakota Wealth Management | 3,543 | $550.0K | 0.05% | +80+2.3% | Added |
| Ausdal Financial Partners, Inc. | 3,560 | $553.0K | 0.08% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,580 | $556.0K | 0.06% | +351+10.9% | Added |
| Prospector Partners LLC | 3,600 | $559.0K | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,605 | $560.0K | 0.05% | +1,091+43.4% | Added |
| Personal Capital Advisors Corp | 3,618 | $562.0K | 0.00% | +56+1.6% | Added |
| Caldwell Trust Co | 3,620 | $562.0K | 0.08% | −16−0.4% | Reduced |
| Gofen & Glossberg LLC | 3,628 | $563.0K | 0.01% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 3,659 | $568.0K | 0.57% | −42−1.1% | Reduced |
| We Are One Seven, LLC | 3,677 | $571.0K | 0.08% | +108+3.0% | Added |
| Boston Financial Mangement LLC | 3,678 | $571.0K | 0.02% | +183+5.2% | Added |
| Dorsey & Whitney Trust CO LLC | 3,697 | $574.0K | 0.06% | +182+5.2% | Added |
| Ritholtz Wealth Management | 3,697 | $574.0K | 0.04% | +1,435+63.4% | Added |
| HB Wealth Management, LLC | 3,703 | $575.0K | 0.01% | −681−15.5% | Reduced |
| Bridgewater Advisors Inc. | 3,737 | $580.0K | 0.12% | −182−4.6% | Reduced |
| Avidian Wealth Solutions, LLC | 3,755 | $583.0K | 0.04% | −16−0.4% | Reduced |
| Hutchinson Capital Management | 3,785 | $588.0K | 0.15% | +3+0.1% | Added |
| American Portfolios Advisors | 3,799 | $589.8K | 0.02% | +94+2.5% | Added |
| Machina Capital S.A.S. | 3,809 | $591.0K | 1.33% | +348+10.1% | Added |
| Global Retirement Partners, LLC | 3,873 | $601.0K | 0.05% | +49+1.3% | Added |
| Wedmont Private Capital | 3,877 | $602.0K | 0.13% | +373+10.6% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $604.0K | 0.16% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,915 | $608.0K | 0.28% | −10.0% | Reduced |
| McAdam, LLC | 3,916 | $608.0K | 0.06% | +591+17.8% | Added |
| Stiles Financial Services Inc | 3,940 | $612.0K | 0.37% | +10+0.3% | Added |
| D.A. Davidson & Co. | 3,950 | $613.0K | 0.01% | +209+5.6% | Added |
| Hilltop Holdings Inc. | 3,952 | $614.0K | 0.08% | −600−13.2% | Reduced |
| Vident Investment Advisory, LLC | 4,071 | $627.0K | 0.02% | −2,386−37.0% | Reduced |
| Financial Counselors Inc | 4,053 | $629.0K | 0.01% | +1,847+83.7% | Added |
| Nicolet Bankshares Inc | 4,058 | $630.0K | 0.16% | +703+21.0% | Added |
| Atlantic Union Bankshares Corp | 4,081 | $633.0K | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,119 | $637.0K | 0.02% | −7,250−63.8% | Reduced |
| VeraBank, N.A. | 4,101 | $637.0K | 0.37% | −10.0% | Reduced |
| Chatham Capital Group, Inc. | 4,145 | $644.0K | 0.15% | +150+3.8% | Added |
| Arden Trust Co | 4,155 | $645.0K | 0.15% | −94−2.2% | Reduced |
| First Manhattan Co | 4,178 | $648.0K | 0.00% | +20.0% | Added |
| Desjardins Global Asset Management Inc. | 4,197 | $651.0K | 0.09% | −1,454−25.7% | Reduced |
| Virtus ETF Advisers LLC | 4,213 | $654.0K | 0.24% | +4,213 | New |
| Williams Jones Wealth Management, LLC. | 4,275 | $664.0K | 0.01% | −537−11.2% | Reduced |
| King Luther Capital Management Corp | 4,286 | $665.0K | 0.00% | +143+3.5% | Added |
| Advisors Preferred, LLC | 4,288 | $666.0K | 0.17% | +4,288 | New |
| Stokes Family Office, LLC | 4,315 | $670.0K | 0.09% | +407+10.4% | Added |
| Schechter Investment Advisors, LLC | 4,399 | $682.0K | 0.07% | +1,642+59.6% | Added |
| Amplius Wealth Advisors, LLC | 4,438 | $688.0K | 0.11% | −224−4.8% | Reduced |
| Kenfarb & Co. | 4,035 | $688.0K | 0.54% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,438 | $689.0K | 0.19% | +79+1.8% | Added |
| Csenge Advisory Group | 4,435 | $689.0K | 0.06% | +117+2.7% | Added |
| Proequities, Inc. | 4,457 | $692.0K | 0.06% | −128−2.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,476 | $695.0K | 0.29% | −35−0.8% | Reduced |
| Gsa Capital Partners LLP | 4,485 | $696.0K | 0.10% | +4,485 | New |
| West Family Investments, Inc. | 4,498 | $698.0K | 0.28% | −337−7.0% | Reduced |
| Donaldson Capital Management, LLC | 4,637 | $720.0K | 0.04% | +66+1.4% | Added |
| Symmetry Partners, LLC | 4,668 | $725.0K | 0.05% | −1,980−29.8% | Reduced |
| Eudaimonia Partners, LLC | 4,711 | $731.0K | 0.13% | +103+2.2% | Added |
| Edgestream Partners, L.P. | 4,738 | $736.0K | 0.06% | −3,118−39.7% | Reduced |
| Gateway Investment Advisers LLC | 4,745 | $737.0K | 0.01% | +237+5.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,754 | $738.0K | 0.13% | +174+3.8% | Added |