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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 4,763 | $739.0K | 0.02% | −25−0.5% | Reduced |
| JGP Wealth Management, LLC | 4,788 | $755.0K | 0.15% | −55−1.1% | Reduced |
| SFMG, LLC | 4,894 | $760.0K | 0.09% | +4+0.1% | Added |
| Ci Investments Inc. | 4,908 | $762.0K | 0.00% | −1,953−28.5% | Reduced |
| Ironwood Investment Counsel, LLC | 4,913 | $762.0K | 0.21% | +113+2.4% | Added |
| Jarislowsky, Fraser Ltd | 4,966 | $770.0K | 0.00% | +66+1.3% | Added |
| Moloney Securities Asset Management, LLC | 4,998 | $776.0K | 0.18% | −926−15.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,068 | $787.0K | 0.21% | +793+18.5% | Added |
| Quadrature Capital Ltd | 5,073 | $788.0K | 0.03% | +5,073 | New |
| Conning Inc. | 5,084 | $789.0K | 0.02% | −30−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,125 | $796.0K | 0.01% | −38−0.7% | Reduced |
| Marshall Financial Group LLC | 5,149 | $799.0K | 0.32% | +5,149 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $806.0K | 0.52% | −116−2.2% | Reduced |
| Regents of the University of California | 5,200 | $807.0K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,227 | $811.0K | 0.04% | +645+14.1% | Added |
| Murphy Pohlad Asset Management LLC | 5,285 | $820.0K | 0.36% | 00.0% | Unchanged |
| Trust Asset Management LLC | 5,290 | $821.0K | 0.11% | +210+4.1% | Added |
| Kingsview Wealth Management, LLC | 5,324 | $827.0K | 0.04% | −1,826−25.5% | Reduced |
| Profund Advisors LLC | 5,443 | $845.0K | 0.05% | −1,641−23.2% | Reduced |
| Norway Savings Bank | 5,447 | $846.0K | 0.44% | +441+8.8% | Added |
| Dowling & Yahnke LLC | 5,456 | $847.0K | 0.04% | +845+18.3% | Added |
| Gladstone Institutional Advisory LLC | 5,460 | $848.0K | 0.07% | +1,201+28.2% | Added |
| Meiji Yasuda Life Insurance Co | 5,463 | $848.0K | 0.01% | +2,516+85.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,462 | $848.0K | 0.05% | +2,905+113.6% | Added |
| Ashfield Capital Partners, LLC | 5,622 | $873.0K | 0.07% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,630 | $874.0K | 0.77% | +143+2.6% | Added |
| Allred Capital Management, LLC | 5,657 | $878.0K | 0.55% | −419−6.9% | Reduced |
| Capital Investment Advisors, LLC | 5,713 | $887.0K | 0.03% | −771−11.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,725 | $888.0K | 0.37% | −53−0.9% | Reduced |
| Pinnacle Associates Ltd | 5,723 | $889.0K | 0.02% | +349+6.5% | Added |
| Virtu Financial LLC | 5,725 | $889.0K | 0.08% | +5,725 | New |
| Wealth Alliance | 5,738 | $891.0K | 0.17% | −80−1.4% | Reduced |
| Boltwood Capital Management | 5,775 | $897.0K | 0.39% | −150−2.5% | Reduced |
| Venturi Wealth Management, LLC | 5,821 | $904.0K | 0.08% | −110−1.9% | Reduced |
| Element Capital Management LLC | 5,841 | $907.0K | 0.46% | +1,947+50.0% | Added |
| Clarius Group, LLC | 5,859 | $910.0K | 0.09% | +498+9.3% | Added |
| Shelton Capital Management | 5,915 | $918.0K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 5,911 | $918.0K | 0.42% | +5,911 | New |
| Inverness Counsel LLC | 5,938 | $922.0K | 0.05% | −13−0.2% | Reduced |
| CAPROCK Group, Inc. | 6,015 | $934.0K | 0.09% | +1,487+32.8% | Added |
| Integrated Advisors Network LLC | 6,034 | $937.0K | 0.06% | +1,218+25.3% | Added |
| Hantz Financial Services, Inc. | 6,039 | $938.0K | 0.03% | +254+4.4% | Added |
| US Asset Management LLC | 6,068 | $942.0K | 1.03% | −556−8.4% | Reduced |
| Cetera Investment Advisers | 6,081 | $944.0K | 0.02% | +1,893+45.2% | Added |
| Ferguson Wellman Capital Management, Inc | 6,094 | $946.0K | 0.04% | +180+3.0% | Added |
| Brighton Jones LLC | 6,118 | $950.0K | 0.06% | +57+0.9% | Added |
| Charter Trust Co | 6,122 | $951.0K | 0.08% | −1,035−14.5% | Reduced |
| Missouri Trust & Investment Co | 6,125 | $951.0K | 0.62% | +275+4.7% | Added |
| Annex Advisory Services, LLC | 6,145 | $954.0K | 0.07% | −1,184−16.2% | Reduced |
| SkyView Investment Advisors, LLC | 6,156 | $956.0K | 0.25% | −172−2.7% | Reduced |
| West Paces Advisors Inc. | 6,172 | $958.2K | 0.33% | −8−0.1% | Reduced |
| Arcus Capital Partners, LLC | 6,180 | $959.0K | 0.42% | −216−3.4% | Reduced |
| Douglas Lane & Associates, LLC | 6,196 | $962.0K | 0.02% | +964+18.4% | Added |
| Gries Financial LLC | 6,210 | $964.0K | 0.46% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,215 | $965.0K | 0.41% | −26−0.4% | Reduced |
| Toroso Investments, LLC | 6,356 | $987.0K | 0.04% | −7,788−55.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,360 | $987.0K | 0.04% | +322+5.3% | Added |
| Citizens & Northern Corp | 6,427 | $998.0K | 0.43% | −65−1.0% | Reduced |
| Cigna Investments Inc | 6,459 | $1.00M | 0.20% | −2,470−27.7% | Reduced |
| Elmwood Wealth Management, Inc. | 6,513 | $1.01M | 0.58% | −175−2.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,538 | $1.01M | 0.13% | +29+0.4% | Added |
| Lido Advisors, LLC | 6,575 | $1.02M | 0.02% | +299+4.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,594 | $1.02M | 0.09% | +1,219+22.7% | Added |
| Essex Investment Management Co LLC | 6,629 | $1.03M | 0.17% | −199−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,631 | $1.03M | 0.04% | −159−2.3% | Reduced |
| Smithfield Trust Co | 6,643 | $1.03M | 0.07% | 00.0% | Unchanged |
| AXS Investments LLC | 6,690 | $1.04M | 0.37% | +6,690 | New |
| Deseret Mutual Benefit Administrators | 6,707 | $1.04M | 0.24% | +137+2.1% | Added |
| Coldstream Capital Management Inc | 6,704 | $1.04M | 0.04% | +1,115+19.9% | Added |
| Clearstead Advisors, LLC | 6,713 | $1.04M | 0.08% | +67+1.0% | Added |
| Canandaigua National Corp | 6,772 | $1.05M | 0.19% | −446−6.2% | Reduced |
| AIA Group Ltd | 6,782 | $1.05M | 0.06% | +3,544+109.5% | Added |
| Summit Financial, LLC | 6,824 | $1.06M | 0.10% | −55−0.8% | Reduced |
| Jane Street Group, LLC | 6,915 | $1.07M | 0.00% | −63,953−90.2% | Reduced |
| Sofos Investments, Inc. | 2,480 | $1.08M | 0.10% | −70−2.7% | Reduced |
| Peapack Gladstone Financial Corp | 7,019 | $1.09M | 0.02% | +40+0.6% | Added |
| Seeyond | 7,039 | $1.09M | 0.12% | −15,778−69.2% | Reduced |
| Raymond James Trust N.A. | 7,042 | $1.09M | 0.04% | +439+6.6% | Added |
| Bowen Hanes & Co Inc | 7,049 | $1.09M | 0.04% | +265+3.9% | Added |
| Orion Portfolio Solutions, LLC | 7,104 | $1.10M | 0.04% | +1,599+29.0% | Added |
| Thompson Siegel & Walmsley LLC | 7,131 | $1.11M | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 7,145 | $1.11M | 0.02% | +1,574+28.3% | Added |
| Quadrant Capital Group LLC | 7,162 | $1.11M | 0.15% | +483+7.2% | Added |
| EverSource Wealth Advisors, LLC | 7,162 | $1.11M | 0.29% | +1,380+23.9% | Added |
| TD Private Client Wealth LLC | 7,203 | $1.12M | 0.05% | +419+6.2% | Added |
| Kestra Private Wealth Services, LLC | 7,290 | $1.13M | 0.06% | +80+1.1% | Added |
| Bartlett & Co. LLC | 7,301 | $1.13M | 0.02% | +33+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 7,301 | $1.13M | 0.02% | +33+0.5% | Added |
| Signaturefd, LLC | 7,315 | $1.14M | 0.04% | +246+3.5% | Added |
| Baader Bank INC | 7,344 | $1.14M | 0.11% | +7,344 | New |
| Wintrust Investments LLC | 7,360 | $1.14M | 0.14% | −20−0.3% | Reduced |
| Toews Corp | 7,400 | $1.15M | 0.77% | +5,000+208.3% | Added |
| TrinityPoint Wealth, LLC | 7,425 | $1.15M | 0.25% | −105−1.4% | Reduced |
| Trust Co of Toledo NA | 7,434 | $1.15M | 0.20% | +88+1.2% | Added |
| TCTC Holdings, LLC | 7,496 | $1.16M | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 7,504 | $1.17M | 0.03% | −6−0.1% | Reduced |
| Duality Advisers, LP | 7,517 | $1.17M | 0.12% | +7,517 | New |
| Qtron Investments LLC | 7,568 | $1.18M | 0.26% | +5,295+233.0% | Added |
| PFG Advisors | 7,607 | $1.18M | 0.13% | +115+1.5% | Added |
| United Bank | 7,689 | $1.19M | 0.74% | +109+1.4% | Added |