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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 32,010 | $4.97M | 1.74% | +680+2.2% | Added |
| Daiwa Securities Group Inc. | 32,126 | $4.99M | 0.04% | +1,126+3.6% | Added |
| Private Advisor Group, LLC | 32,362 | $5.02M | 0.04% | −1,649−4.8% | Reduced |
| Apollon Wealth Management, LLC | 33,099 | $5.14M | 0.43% | −4,066−10.9% | Reduced |
| Alaska Permanent Fund Corp | 33,289 | $5.17M | 0.07% | +32,304+3,279.6% | Added |
| Tower View Investment Management & Research LLC | 33,789 | $5.25M | 3.89% | −1,046−3.0% | Reduced |
| American Trust | 33,871 | $5.26M | 0.43% | +1,886+5.9% | Added |
| CTF Capital Management, LP | 34,000 | $5.28M | 3.59% | +34,000 | New |
| O'Shaughnessy Asset Management, LLC | 34,563 | $5.37M | 0.10% | −1,179−3.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 34,642 | $5.38M | 1.55% | −330−0.9% | Reduced |
| Auxier Asset Management | 34,829 | $5.41M | 0.97% | −106−0.3% | Reduced |
| Churchill Management Corp | 35,069 | $5.44M | 0.14% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 35,202 | $5.46M | 0.68% | −2,223−5.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 35,254 | $5.47M | 0.61% | +195+0.6% | Added |
| Bennett Selby Investments LP | 36,197 | $5.62M | 4.33% | −83−0.2% | Reduced |
| Achmea Investment Management B.V. | 36,654 | $5.69M | 0.18% | −492−1.3% | Reduced |
| Shell Asset Management Co | 37,123 | $5.76M | 0.17% | −7,031−15.9% | Reduced |
| Colony Group LLC | 37,161 | $5.77M | 0.10% | +35,405+2,016.2% | Added |
| Kentucky Retirement Systems | 37,251 | $5.78M | 0.24% | +5,069+15.8% | Added |
| Marks Group Wealth Management, Inc | 37,904 | $5.88M | 0.85% | −2,071−5.2% | Reduced |
| Crossmark Global Holdings, Inc. | 38,339 | $5.95M | 0.15% | −3,318−8.0% | Reduced |
| Aptus Capital Advisors, LLC | 38,377 | $5.96M | 0.20% | +3,807+11.0% | Added |
| Maryland State Retirement & Pension System | 38,618 | $6.00M | 0.19% | −704−1.8% | Reduced |
| Blair William & Co | 38,632 | $6.00M | 0.03% | +1,106+2.9% | Added |
| Cubist Systematic Strategies, LLC | 38,874 | $6.04M | 0.04% | +23,677+155.8% | Added |
| Elo Mutual Pension Insurance Co | 39,630 | $6.15M | 0.21% | −80−0.2% | Reduced |
| Ninety One North America, Inc. | 39,912 | $6.20M | 0.27% | −38,146−48.9% | Reduced |
| FDx Advisors, Inc. | 41,503 | $6.44M | 0.24% | +204+0.5% | Added |
| Hudson Valley Investment Advisors Inc | 41,626 | $6.46M | 1.01% | −2,967−6.7% | Reduced |
| Securian Asset Management, Inc | 41,801 | $6.49M | 0.16% | −395−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,688 | $6.63M | 0.01% | −3,017−6.6% | Reduced |
| EULAV Asset Management | 42,800 | $6.64M | 0.27% | +42,800 | New |
| Mercer Global Advisors Inc | 42,904 | $6.66M | 0.04% | +2,445+6.0% | Added |
| Vestcor Inc | 43,780 | $6.80M | 0.25% | +2,319+5.6% | Added |
| Tudor Investment Corp Et Al | 43,904 | $6.82M | 0.20% | +12,554+40.0% | Added |
| Wealthfront Advisers LLC | 46,192 | $7.17M | 0.04% | +7,883+20.6% | Added |
| Stonegate Investment Group, LLC | 46,499 | $7.22M | 0.32% | +572+1.2% | Added |
| Huntington National Bank | 46,635 | $7.24M | 0.08% | −208−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 46,764 | $7.26M | 0.16% | −30,207−39.2% | Reduced |
| Bell Asset Management Ltd | 47,265 | $7.34M | 1.45% | +1,096+2.4% | Added |
| Hartford Investment Management Co | 48,244 | $7.49M | 0.23% | +476+1.0% | Added |
| Public Sector Pension Investment Board | 48,278 | $7.50M | 0.07% | −22,562−31.8% | Reduced |
| Andra AP-fonden | 48,500 | $7.53M | 0.22% | +48,500 | New |
| TD Waterhouse Canada Inc. | 41,655 | $7.55M | 0.08% | +5,108+14.0% | Added |
| Oppenheimer Asset Management Inc. | 49,276 | $7.65M | 0.13% | −2,897−5.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 49,422 | $7.67M | 0.32% | +3,521+7.7% | Added |
| Kinneret Advisory, LLC | 49,764 | $7.73M | 1.00% | +1,054+2.2% | Added |
| Bank of Nova Scotia | 50,383 | $7.82M | 0.02% | −105,913−67.8% | Reduced |
| Ethic Inc. | 50,717 | $7.87M | 0.55% | +11,287+28.6% | Added |
| Pacer Advisors, Inc. | 52,781 | $8.19M | 0.06% | +26,851+103.6% | Added |
| Rockefeller Capital Management L.P. | 53,330 | $8.28M | 0.04% | −5,465−9.3% | Reduced |
| Washington Trust Bank | 54,358 | $8.44M | 1.08% | −783−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 55,474 | $8.61M | 0.32% | −1,582−2.8% | Reduced |
| Scotia Capital Inc. | 55,882 | $8.68M | 0.06% | −13,839−19.8% | Reduced |
| First Republic Investment Management, Inc. | 56,389 | $8.75M | 0.02% | +401+0.7% | Added |
| Brown Advisory Inc | 56,439 | $8.76M | 0.02% | −1,198−2.1% | Reduced |
| Cerity Partners LLC | 56,684 | $8.80M | 0.10% | −37,437−39.8% | Reduced |
| Calamos Wealth Management LLC | 57,037 | $8.86M | 0.79% | +1,006+1.8% | Added |
| Atria Investments LLC | 57,096 | $8.86M | 0.19% | +2,214+4.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 57,365 | $8.91M | 0.05% | +47,714+494.4% | Added |
| Point72 Hong Kong Ltd | 57,924 | $8.99M | 0.58% | +57,924 | New |
| Tiaa, FSB | 58,302 | $9.05M | 0.04% | +58,302 | New |
| British Columbia Investment Management Corp | 58,319 | $9.05M | 0.09% | −19,631−25.2% | Reduced |
| Brinker Capital Investments, LLC | 59,448 | $9.23M | 0.17% | +248+0.4% | Added |
| First American Bank | 59,727 | $9.27M | 0.94% | +395+0.7% | Added |
| C.V. Starr & Co., Inc. Trust | 60,000 | $9.31M | 59.88% | 00.0% | Unchanged |
| Tredje AP-fonden | 61,924 | $9.61M | 0.24% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,945 | $9.62M | 0.23% | +144+0.2% | Added |
| M&T Bank Corp | 106,952 | $9.71M | 0.05% | +74,380+228.4% | Added |
| Twin Tree Management, LP | 62,929 | $9.77M | 0.18% | +47,236+301.0% | Added |
| CIBC Private Wealth Group, LLC | 63,348 | $9.84M | 0.03% | −2,373−3.6% | Reduced |
| Levin Capital Strategies, L.P. | 65,298 | $10.1M | 1.22% | −1,775−2.6% | Reduced |
| Van Eck Associates Corp | 65,610 | $10.2M | 0.03% | +39,969+155.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 65,908 | $10.2M | 0.44% | −32,033−32.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 51,286 | $10.2M | 2.96% | −16,320−24.1% | Reduced |
| Texas Permanent School Fund | 66,295 | $10.3M | 0.16% | +806+1.2% | Added |
| Mutual of America Capital Management LLC | 68,440 | $10.6M | 0.14% | +1,058+1.6% | Added |
| Segment Wealth Management, LLC | 70,544 | $11.0M | 1.39% | +3,677+5.5% | Added |
| Advisor Group Holdings, Inc. | 70,877 | $11.0M | 0.02% | +3,656+5.4% | Added |
| Cutler Investment Counsel LLC | 71,784 | $11.1M | 1.75% | +623+0.9% | Added |
| Meeder Asset Management Inc | 72,473 | $11.3M | 0.65% | +23,408+47.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 73,079 | $11.3M | 0.12% | +5,523+8.2% | Added |
| Creative Planning | 74,721 | $11.6M | 0.02% | +1,420+1.9% | Added |
| Nissay Asset Management Corp | 76,529 | $11.9M | 0.12% | −3,096−3.9% | Reduced |
| Voloridge Investment Management, LLC | 77,416 | $12.0M | 0.06% | +77,416 | New |
| Oregon Public Employees Retirement Fund | 78,160 | $12.1M | 0.18% | −37,256−32.3% | Reduced |
| State of Alaska, Department of Revenue | 78,791 | $12.2M | 0.15% | +7,750+10.9% | Added |
| Factory Mutual Insurance Co | 79,400 | $12.3M | 0.20% | +79,400 | New |
| Pinebridge Investments, L.P. | 79,957 | $12.4M | 0.16% | +6,506+8.9% | Added |
| Ossiam | 79,973 | $12.4M | 0.37% | −27,686−25.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 80,412 | $12.5M | 0.09% | +3,540+4.6% | Added |
| Public Employees Retirement Association of Colorado | 80,425 | $12.5M | 0.07% | −450−0.6% | Reduced |
| Comerica Bank | 81,576 | $12.5M | 0.10% | −843−1.0% | Reduced |
| Brightworth | 80,735 | $12.5M | 1.34% | −990−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 81,499 | $12.7M | 0.03% | +11,318+16.1% | Added |
| Yousif Capital Management, LLC | 81,642 | $12.7M | 0.17% | −3,055−3.6% | Reduced |
| JLB & Associates Inc | 82,184 | $12.8M | 2.17% | −2,666−3.1% | Reduced |
| Gulf International Bank (UK) Ltd | 82,757 | $12.8M | 0.23% | +310+0.4% | Added |
| Xponance, Inc. | 85,084 | $13.2M | 0.27% | +45,224+113.5% | Added |
| Westpac Banking Corp | 85,160 | $13.2M | 0.17% | +36,218+74.0% | Added |