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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 14,118 | $2.19M | 0.20% | +14,118 | New |
| HBK Sorce Advisory LLC | 14,358 | $2.23M | 0.16% | −1,242−8.0% | Reduced |
| Occudo Quantitative Strategies LP | 14,778 | $2.29M | 0.19% | +14,778 | New |
| Vontobel Holding Ltd. | 14,868 | $2.31M | 0.02% | +1,373+10.2% | Added |
| CWM, LLC | 14,935 | $2.32M | 0.02% | +3,846+34.7% | Added |
| Cipher Capital LP | 14,999 | $2.33M | 0.53% | +14,999 | New |
| NewEdge Wealth, LLC | 15,028 | $2.33M | 0.11% | +8,404+126.9% | Added |
| Allstate Corp | 15,058 | $2.34M | 0.07% | +11+0.1% | Added |
| Logan Capital Management Inc | 15,104 | $2.35M | 0.13% | +248+1.7% | Added |
| Financial Engines Advisors L.L.C. | 15,400 | $2.39M | 0.01% | −3,963−20.5% | Reduced |
| Ieq Capital, LLC | 15,532 | $2.41M | 0.07% | +4,455+40.2% | Added |
| Bessemer Group Inc | 15,573 | $2.42M | 0.01% | +2,081+15.4% | Added |
| Olstein Capital Management, L.P. | 16,000 | $2.48M | 0.37% | −5,000−23.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,037 | $2.49M | 0.21% | +1,321+9.0% | Added |
| Ronald Blue Trust, Inc. | 14,869 | $2.53M | 0.04% | +14,869 | New |
| South Dakota Investment Council | 16,592 | $2.58M | 0.06% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16,646 | $2.58M | 0.79% | −119−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,642 | $2.58M | 0.15% | +5,077+43.9% | Added |
| Lindenwold Advisors | 16,954 | $2.63M | 1.87% | +85+0.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,994 | $2.64M | 1.38% | −195−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,148 | $2.66M | 0.24% | +2,245+15.1% | Added |
| Mount Lucas Management LP | 17,181 | $2.67M | 0.89% | +589+3.5% | Added |
| River Wealth Advisors LLC | 17,637 | $2.74M | 0.50% | −558−3.1% | Reduced |
| AE Wealth Management LLC | 17,689 | $2.75M | 0.02% | +987+5.9% | Added |
| Everence Capital Management Inc | 17,870 | $2.77M | 0.25% | 00.0% | Unchanged |
| Kames Capital plc | 17,926 | $2.78M | 0.05% | +870+5.1% | Added |
| Moody National Bank Trust Division | 17,940 | $2.79M | 0.29% | −7,606−29.8% | Reduced |
| Banque Cantonale Vaudoise | 18,161 | $2.82M | 0.15% | −2,000−9.9% | Reduced |
| Freestone Capital Holdings, LLC | 18,235 | $2.83M | 0.11% | −3,326−15.4% | Reduced |
| LGT Group Foundation | 18,468 | $2.87M | 0.09% | −989−5.1% | Reduced |
| United Services Automobile Association | 18,486 | $2.87M | 0.07% | +18,486 | New |
| Advisor Partners LLC | 18,571 | $2.88M | 0.20% | +314+1.7% | Added |
| Capital Planning Advisors, LLC | 18,613 | $2.89M | 0.77% | −53−0.3% | Reduced |
| Mechanics Bank Trust Department | 18,857 | $2.93M | 0.52% | +428+2.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 19,074 | $2.96M | 0.31% | +26+0.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 19,744 | $3.07M | 0.21% | −19,603−49.8% | Reduced |
| Veritable, L.P. | 20,016 | $3.11M | 0.06% | +299+1.5% | Added |
| Parcion Private Wealth LLC | 20,142 | $3.16M | 0.32% | −2,691−11.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 20,570 | $3.19M | 0.81% | −8,610−29.5% | Reduced |
| Essex LLC | 20,683 | $3.21M | 1.00% | +428+2.1% | Added |
| Alerus Financial NA | 20,811 | $3.23M | 0.30% | +3,915+23.2% | Added |
| Sumitomo Life Insurance Co | 21,159 | $3.29M | 0.09% | +249+1.2% | Added |
| Bokf, NA | 21,228 | $3.29M | 0.06% | +1,626+8.3% | Added |
| Souders Financial Advisors | 21,383 | $3.32M | 0.95% | +667+3.2% | Added |
| Welch & Forbes LLC | 21,445 | $3.33M | 0.06% | −1,491−6.5% | Reduced |
| Quantbot Technologies LP | 21,503 | $3.34M | 0.31% | +21,503 | New |
| Legacy Advisors, LLC | 21,531 | $3.34M | 0.70% | +3,905+22.2% | Added |
| Triasima Portfolio Management inc. | 21,695 | $3.37M | 0.24% | −315−1.4% | Reduced |
| Keybank National Association | 21,745 | $3.38M | 0.02% | −1,819−7.7% | Reduced |
| Kestra Advisory Services, LLC | 21,813 | $3.39M | 0.03% | +9,487+77.0% | Added |
| Gamco Investors, Inc. Et Al | 21,814 | $3.39M | 0.04% | −200−0.9% | Reduced |
| RBF Capital, LLC | 20,000 | $3.41M | 0.24% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.42M | 1.97% | 00.0% | Unchanged |
| Heritage Trust Co | 22,097 | $3.43M | 0.56% | −435−1.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,202 | $3.45M | 0.20% | +680+3.2% | Added |
| HNP Capital LLC | 22,271 | $3.46M | 0.95% | −346−1.5% | Reduced |
| E. Ohman J:or Asset Management AB | 22,424 | $3.48M | 0.15% | −300−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,469 | $3.49M | 0.08% | +257+1.2% | Added |
| MU Investments Co., Ltd. | 22,530 | $3.49M | 4.72% | −1,230−5.2% | Reduced |
| Lafayette Investments, Inc. | 22,760 | $3.53M | 1.02% | −140−0.6% | Reduced |
| Vectors Research Management, LLC | 23,338 | $3.62M | 0.92% | −797−3.3% | Reduced |
| Oak Ridge Investments LLC | 23,347 | $3.63M | 0.53% | −721−3.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 23,409 | $3.63M | 0.55% | −2,620−10.1% | Reduced |
| Bishop Rock Capital, L.P. | 23,935 | $3.72M | 3.61% | −61,561−72.0% | Reduced |
| Strategic Global Advisors, LLC | 24,070 | $3.74M | 0.57% | +2,547+11.8% | Added |
| MML Investors Services, LLC | 24,458 | $3.80M | 0.03% | +2,044+9.1% | Added |
| Becker Capital Management Inc | 24,517 | $3.81M | 0.18% | −709−2.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 24,700 | $3.83M | 0.11% | −1,370−5.3% | Reduced |
| Aigen Investment Management, LP | 24,810 | $3.85M | 0.65% | +24,810 | New |
| Captrust Financial Advisors | 25,394 | $3.94M | 0.03% | +7,207+39.6% | Added |
| Prudential PLC | 25,645 | $3.98M | 0.07% | −8,750−25.4% | Reduced |
| Citizens Financial Group Inc | 25,665 | $3.98M | 0.17% | −245−0.9% | Reduced |
| Bonness Enterprises Inc | 25,700 | $3.99M | 2.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 25,753 | $4.00M | 0.18% | −226−0.9% | Reduced |
| Icon Wealth Partners, LLC | 25,799 | $4.00M | 0.48% | +202+0.8% | Added |
| Norinchukin Bank, The | 25,869 | $4.02M | 0.08% | +5,929+29.7% | Added |
| Synovus Financial Corp | 26,221 | $4.10M | 0.05% | −459−1.7% | Reduced |
| Commerce Bank | 26,567 | $4.12M | 0.03% | +2,854+12.0% | Added |
| Harrington Investments, INC | 26,659 | $4.14M | 3.08% | −720−2.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.19M | 0.68% | 00.0% | Unchanged |
| Vetamer Capital Management, L.P. | 27,164 | $4.22M | 3.75% | +27,164 | New |
| New Mexico Educational Retirement Board | 27,941 | $4.34M | 0.21% | −1,400−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,962 | $4.34M | 0.01% | −3,153−10.1% | Reduced |
| Putnam Investments LLC | 28,005 | $4.35M | 0.01% | −839−2.9% | Reduced |
| Alps Advisors Inc | 28,338 | $4.40M | 0.04% | +28,338 | New |
| Girard Partners Ltd. | 28,344 | $4.40M | 0.56% | −4,980−14.9% | Reduced |
| Siemens Fonds Invest GmbH | 28,708 | $4.46M | 0.47% | −108−0.4% | Reduced |
| BNC Wealth Management, LLC | 29,408 | $4.57M | 2.39% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 29,486 | $4.58M | 0.35% | +794+2.8% | Added |
| Metropolitan Life Insurance Co | 29,587 | $4.59M | 0.20% | −925−3.0% | Reduced |
| DuPont Capital Management Corp | 29,683 | $4.61M | 0.22% | +5,512+22.8% | Added |
| Compagnie Lombard Odier SCmA | 29,987 | $4.66M | 0.12% | −1,392−4.4% | Reduced |
| Regentatlantic Capital LLC | 30,040 | $4.66M | 0.15% | +1,765+6.2% | Added |
| Brewin Dolphin Ltd | 30,100 | $4.67M | 0.22% | −205−0.7% | Reduced |
| JustInvest LLC | 30,197 | $4.69M | 0.22% | +5,845+24.0% | Added |
| Illinois Municipal Retirement Fund | 30,422 | $4.72M | 0.11% | +12,555+70.3% | Added |
| Exencial Wealth Advisors, LLC | 30,843 | $4.79M | 0.27% | −166−0.5% | Reduced |
| Louisiana State Employees Retirement System | 31,800 | $4.87M | 0.13% | −100−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 31,416 | $4.88M | 0.11% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 31,454 | $4.88M | 0.14% | 00.0% | Unchanged |