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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 7,707 | $1.20M | 0.20% | +7,707 | New |
| Checchi Capital Advisers, LLC | 7,354 | $1.21M | 0.12% | +1,996+37.3% | Added |
| Red Cedar Investment Management, LLC | 7,892 | $1.23M | 0.20% | +2,989+61.0% | Added |
| Banco Santander, S.A. | 7,920 | $1.23M | 0.02% | −5,508−41.0% | Reduced |
| Capital Asset Advisory Services LLC | 7,924 | $1.23M | 0.14% | −610−7.1% | Reduced |
| Evercore Wealth Management, LLC | 7,933 | $1.23M | 0.03% | 00.0% | Unchanged |
| James Hambro & Partners | 7,976 | $1.24M | 0.10% | −1,645−17.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,120 | $1.26M | 0.01% | +33+0.4% | Added |
| Enterprise Bank & Trust Co | 8,138 | $1.26M | 0.57% | −628−7.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,166 | $1.27M | 0.47% | −225−2.7% | Reduced |
| Wimmer Associates 1, LLC | 8,186 | $1.27M | 0.83% | −460−5.3% | Reduced |
| Wilkins Investment Counsel Inc | 8,240 | $1.28M | 0.34% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,260 | $1.28M | 0.07% | +160+2.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,334 | $1.29M | 0.02% | +607+7.9% | Added |
| Greenleaf Trust | 8,386 | $1.30M | 0.02% | +411+5.2% | Added |
| AlphaCrest Capital Management LLC | 8,419 | $1.31M | 0.06% | +3,059+57.1% | Added |
| Mirova | 8,425 | $1.31M | 0.19% | +4,142+96.7% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.32M | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 8,565 | $1.33M | 0.25% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,572 | $1.33M | 0.09% | −6−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 8,571 | $1.33M | 0.08% | +827+10.7% | Added |
| Veriti Management LLC | 8,612 | $1.34M | 0.19% | +596+7.4% | Added |
| Metis Global Partners, LLC | 8,635 | $1.34M | 0.21% | +658+8.2% | Added |
| Belpointe Asset Management LLC | 8,652 | $1.34M | 0.09% | −167−1.9% | Reduced |
| Pegasus Partners Ltd. | 8,800 | $1.37M | 0.28% | +2,805+46.8% | Added |
| RMR Wealth Builders | 8,842 | $1.37M | 0.34% | −432−4.7% | Reduced |
| Assenagon Asset Management S.A. | 8,882 | $1.38M | 0.01% | +554+6.7% | Added |
| Mission Wealth Management, LP | 9,045 | $1.40M | 0.07% | +935+11.5% | Added |
| Cetera Advisor Networks LLC | 9,177 | $1.43M | 0.02% | +488+5.6% | Added |
| Advisory Services Network, LLC | 9,175 | $1.43M | 0.05% | +2,515+37.8% | Added |
| Roosevelt Investment Group LLC | 9,279 | $1.44M | 0.10% | −879−8.7% | Reduced |
| Howland Capital Management LLC | 9,330 | $1.45M | 0.09% | +800+9.4% | Added |
| Chesley Taft & Associates LLC | 9,345 | $1.45M | 0.10% | −400−4.1% | Reduced |
| Engineers Gate Manager LP | 9,387 | $1.46M | 0.05% | +9,387 | New |
| Grimes & Company, Inc. | 9,514 | $1.48M | 0.07% | +30.0% | Added |
| Hartline Investment Corp | 12,671 | $1.48M | 0.24% | +2,671+26.7% | Added |
| FORA Capital, LLC | 9,626 | $1.49M | 0.30% | +9,626 | New |
| Hills Bank & Trust Co | 9,681 | $1.50M | 0.24% | +206+2.2% | Added |
| Zions Bancorporation, N.A. | 9,744 | $1.51M | 0.15% | −25−0.3% | Reduced |
| Ativo Capital Management LLC | 9,772 | $1.52M | 1.02% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 9,779 | $1.52M | 0.11% | −10−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,775 | $1.52M | 0.07% | +13+0.1% | Added |
| Moneta Group Investment Advisors LLC | 9,784 | $1.52M | 0.05% | +1,358+16.1% | Added |
| SRB Corp | 9,921 | $1.54M | 0.10% | +1,669+20.2% | Added |
| Wolverine Trading, LLC | 9,938 | $1.54M | 0.05% | +4,221+73.8% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.55M | 0.08% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 10,020 | $1.56M | 0.36% | −290−2.8% | Reduced |
| LMCG Investments, LLC | 10,121 | $1.57M | 0.11% | −269−2.6% | Reduced |
| Balyasny Asset Management LLC | 10,203 | $1.58M | 0.01% | −187,526−94.8% | Reduced |
| Empirical Finance, LLC | 10,296 | $1.60M | 0.20% | +536+5.5% | Added |
| Diversified Trust Co | 10,290 | $1.60M | 0.07% | +678+7.1% | Added |
| Schonfeld Strategic Advisors LLC | 10,490 | $1.63M | 0.02% | +10,490 | New |
| Tealwood Asset Management Inc | 10,601 | $1.65M | 0.82% | −134−1.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,753 | $1.67M | 0.04% | −2,213−17.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,776 | $1.67M | 0.19% | +10,776 | New |
| Fayez Sarofim & Co | 10,814 | $1.68M | 0.01% | −415−3.7% | Reduced |
| Buckingham Strategic Partners | 10,991 | $1.71M | 0.14% | +132+1.2% | Added |
| Natixis Investment Managers International | 11,007 | $1.71M | 0.03% | −10,745−49.4% | Reduced |
| Lincoln National Corp | 11,123 | $1.73M | 0.04% | −1,389−11.1% | Reduced |
| Ascent Group, LLC | 10,663 | $1.75M | 0.21% | +70+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 11,266 | $1.75M | 0.22% | +759+7.2% | Added |
| Dumont & Blake Investment Advisors LLC | 11,468 | $1.78M | 0.58% | +40+0.4% | Added |
| Arabesque Asset Management Ltd | 11,485 | $1.78M | 0.94% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,511 | $1.79M | 0.02% | −2,159−15.8% | Reduced |
| Winton Group Ltd | 11,544 | $1.79M | 0.10% | +11,544 | New |
| Fiduciary Trust Co | 11,625 | $1.80M | 0.04% | −145−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,661 | $1.81M | 1.00% | +20.0% | Added |
| EHP Funds Inc. | 11,700 | $1.82M | 0.33% | −700−5.6% | Reduced |
| Sawtooth Solutions, LLC | 11,765 | $1.83M | 0.24% | +3,286+38.8% | Added |
| Strategic Investment Advisors | 11,805 | $1.83M | 0.37% | −273−2.3% | Reduced |
| WSFS Capital Management, LLC | 11,823 | $1.83M | 0.60% | −178−1.5% | Reduced |
| Front Row Advisors LLC | 11,973 | $1.86M | 0.91% | −30.0% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $1.86M | 1.20% | 00.0% | Unchanged |
| Summit Global Investments | 12,035 | $1.87M | 0.16% | −34−0.3% | Reduced |
| Venture Visionary Partners LLC | 12,052 | $1.87M | 0.14% | −125−1.0% | Reduced |
| Private Trust Co NA | 12,096 | $1.88M | 0.29% | −158−1.3% | Reduced |
| Federated Hermes, Inc. | 12,113 | $1.88M | 0.01% | +721+6.3% | Added |
| First National Trust Co | 12,170 | $1.89M | 0.11% | +962+8.6% | Added |
| Cresset Asset Management, LLC | 12,364 | $1.92M | 0.02% | −1,992−13.9% | Reduced |
| Balentine LLC | 12,391 | $1.92M | 0.07% | +6,487+109.9% | Added |
| Redpoint Investment Management Pty Ltd | 12,516 | $1.94M | 0.23% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,629 | $1.96M | 0.03% | +1,742+16.0% | Added |
| Pensionfund Sabic | 12,700 | $1.97M | 0.63% | −1,500−10.6% | Reduced |
| Pathstone Family Office, LLC | 12,795 | $1.99M | 0.04% | +1,294+11.3% | Added |
| Heritage Wealth Advisors | 12,914 | $2.00M | 0.14% | 00.0% | Unchanged |
| KCS Wealth Advisory | 13,008 | $2.02M | 0.90% | −2,119−14.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,003 | $2.02M | 0.10% | +104+0.8% | Added |
| Transcend Wealth Collective, LLC | 13,050 | $2.03M | 0.21% | −582−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 13,146 | $2.05M | 0.04% | −13,223−50.1% | Reduced |
| Snowden Capital Advisors LLC | 13,228 | $2.05M | 0.09% | +27+0.2% | Added |
| Regions Financial Corp | 13,261 | $2.06M | 0.02% | −2,488−15.8% | Reduced |
| Miracle Mile Advisors, LLC | 13,316 | $2.07M | 0.10% | −321−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 13,330 | $2.07M | 0.01% | +4,246+46.7% | Added |
| Argent Trust Co | 13,515 | $2.10M | 0.14% | +215+1.6% | Added |
| Phoenix Holdings Ltd. | 13,580 | $2.11M | 0.04% | +2,176+19.1% | Added |
| Icon Advisers Inc | 13,600 | $2.11M | 0.49% | +6,300+86.3% | Added |
| CX Institutional | 13,800 | $2.14M | 0.16% | +4,449+47.6% | Added |
| Pitcairn Co | 13,935 | $2.16M | 0.23% | −109−0.8% | Reduced |
| HighPoint Advisor Group LLC | 13,786 | $2.17M | 0.24% | +13,786 | New |
| Occidental Asset Management, LLC | 14,118 | $2.19M | 0.65% | +227+1.6% | Added |