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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 1,597 | $248.0K | 0.10% | +107+7.2% | Added |
| MUFG Americas Holdings Corp | 1,589 | $247.0K | 0.01% | −121−7.1% | Reduced |
| Crescent Grove Advisors, LLC | 1,586 | $246.0K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,580 | $245.0K | 0.03% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $245.0K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 1,586 | $245.0K | 0.10% | +119+8.1% | Added |
| Appleton Partners Inc | 1,569 | $244.0K | 0.02% | −72−4.4% | Reduced |
| First Hawaiian Bank | 1,566 | $243.0K | 0.01% | −110−6.6% | Reduced |
| Wealthspire Advisors, LLC | 1,564 | $243.0K | 0.01% | +1,564 | New |
| RFG Advisory, LLC | 1,452 | $241.0K | 0.01% | +1,452 | New |
| Great Lakes Advisors, LLC | 1,547 | $240.0K | 0.00% | +278+21.9% | Added |
| Convergence Investment Partners, LLC | 1,548 | $240.0K | 0.15% | +1,548 | New |
| HMS Capital Management, LLC | 1,545 | $240.0K | 0.14% | +1,545 | New |
| Patron Partners Advisors, LLC | 1,538 | $239.0K | 0.19% | +63+4.3% | Added |
| Dillon & Associates Inc | 1,528 | $237.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,522 | $237.0K | 0.02% | +34+2.3% | Added |
| Colonial River Wealth Management, LLC | 1,529 | $237.0K | 0.16% | +1,529 | New |
| Single Point Partners, LLC | 1,521 | $236.0K | 0.06% | −154−9.2% | Reduced |
| Mark Stevens | 1,515 | $235.0K | 0.03% | −320−17.4% | Reduced |
| Wesbanco Bank Inc | 1,508 | $234.0K | 0.01% | −114−7.0% | Reduced |
| Northeast Financial Consultants Inc | 1,510 | $234.0K | 0.02% | −92−5.7% | Reduced |
| Asio Capital, LLC | 1,500 | $233.0K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,503 | $233.0K | 0.02% | +67+4.7% | Added |
| Voya Financial Advisors, Inc. | 1,503 | $233.0K | 0.03% | +105+7.5% | Added |
| Enlightenment Research, LLC | 1,500 | $233.0K | 0.50% | +1,500 | New |
| Verition Fund Management LLC | 1,484 | $230.0K | 0.00% | −2,030−57.8% | Reduced |
| YHB Investment Advisors, Inc. | 1,474 | $229.0K | 0.02% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,459 | $227.0K | 0.04% | −327−18.3% | Reduced |
| Kessler Investment Group, LLC | 1,462 | $227.0K | 0.20% | −194−11.7% | Reduced |
| Trust Co of Virginia | 1,451 | $225.0K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,449 | $224.0K | 0.16% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,444 | $224.0K | 0.14% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,442 | $224.0K | 0.06% | +1,442 | New |
| Mairs & Power Inc | 1,436 | $223.0K | 0.00% | −848−37.1% | Reduced |
| PFS Partners, LLC | 1,434 | $222.6K | 0.22% | −75−5.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,427 | $222.0K | 0.02% | +26+1.9% | Added |
| Columbia Trust Co 01012016 | 1,423 | $220.0K | 0.12% | 00.0% | Unchanged |
| Curi Capital | 1,412 | $219.0K | 0.04% | −119−7.8% | Reduced |
| Middleton & Co Inc | 1,410 | $219.0K | 0.03% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,400 | $217.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,400 | $217.0K | 0.28% | +1,400 | New |
| Glenview Trust Co | 1,381 | $214.0K | 0.01% | +1,381 | New |
| Heritage Wealth Management, LLC | 1,378 | $213.9K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,376 | $213.6K | 0.01% | −2,031−59.6% | Reduced |
| Klingenstein Fields & Co LP | 1,370 | $213.0K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 1,373 | $213.0K | 0.02% | +34+2.5% | Added |
| DSC Advisors, L.P. | 1,373 | $213.0K | 0.21% | +80+6.2% | Added |
| Ameritas Advisory Services, LLC | 1,367 | $212.0K | 0.01% | +1,367 | New |
| Curated Wealth Partners LLC | 1,342 | $210.0K | 0.06% | −554−29.2% | Reduced |
| Dempze Nancy E | 1,355 | $210.0K | 0.21% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,350 | $210.0K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $210.0K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,345 | $209.0K | 0.05% | +1,345 | New |
| Intersect Capital LLC | 1,338 | $208.0K | 0.06% | −118−8.1% | Reduced |
| Waldron Private Wealth LLC | 1,331 | $206.0K | 0.01% | +1,331 | New |
| WestHill Financial Advisors, Inc. | 1,316 | $204.0K | 0.07% | −19−1.4% | Reduced |
| Magellan Asset Management Ltd | 1,308 | $203.0K | 0.00% | −81−5.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,306 | $203.0K | 0.05% | +1,306 | New |
| Gryphon Financial Partners LLC | 1,312 | $203.0K | 0.05% | +1,312 | New |
| Jump Financial, LLC | 1,306 | $203.0K | 0.01% | +1,306 | New |
| Fermata Advisors, LLC | 1,298 | $202.0K | 0.07% | −170−11.6% | Reduced |
| Everett Harris & Co | 1,300 | $202.0K | 0.00% | +1,300 | New |
| Clark Capital Management Group, Inc. | 1,297 | $201.0K | 0.00% | −146−10.1% | Reduced |
| Independence Bank of Kentucky | 1,295 | $201.0K | 0.09% | −20−1.5% | Reduced |
| Benjamin Edwards Inc | 1,292 | $201.0K | 0.06% | +180+16.2% | Added |
| FourThought Financial, LLC | 1,289 | $200.0K | 0.03% | −228−15.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $200.0K | 0.01% | +40+3.2% | Added |
| Farmers & Merchants Investments Inc | 1,278 | $198.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,256 | $195.0K | 0.05% | +335+36.4% | Added |
| Prospera Financial Services Inc | 1,225 | $191.0K | 0.01% | −159−11.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,227 | $190.0K | 0.03% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,208 | $188.0K | 0.00% | −182−13.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,202 | $187.0K | 0.01% | +286+31.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $181.0K | 0.07% | 00.0% | Unchanged |
| Covington Capital Management | 1,089 | $169.0K | 0.01% | +19+1.8% | Added |
| Garde Capital, Inc. | 1,070 | $166.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,068 | $166.0K | 0.02% | +1,068 | New |
| Clear Street Markets LLC | 1,052 | $163.0K | 0.05% | +845+408.2% | Added |
| American State Bank (Iowa) | 1,035 | $160.7K | 0.13% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,006 | $156.0K | 0.04% | −18−1.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,006 | $156.0K | 0.03% | +6+0.6% | Added |
| Dougherty Wealth Advisers LLC | 986 | $153.0K | 0.29% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 981 | $152.0K | 0.05% | +44+4.7% | Added |
| Coastal Capital Group, Inc. | 976 | $152.0K | 0.04% | +668+216.9% | Added |
| Spire Wealth Management | 966 | $150.0K | 0.01% | −542−35.9% | Reduced |
| Massmutual Trust Co FSB | 965 | $150.0K | 0.01% | +4+0.4% | Added |
| BerganKDV Wealth Management, LLC | 947 | $147.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 923 | $144.0K | 0.00% | +135+17.1% | Added |
| American Research & Management Co. | 916 | $142.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 912 | $142.0K | 0.12% | 00.0% | Unchanged |
| Riverview Trust Co | 915 | $142.0K | 0.12% | +113+14.1% | Added |
| Kelly Lawrence W & Associates Inc | 900 | $140.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 897 | $139.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 867 | $135.0K | 0.10% | −274−24.0% | Reduced |
| Fieldpoint Private Securities, LLC | 861 | $134.0K | 0.04% | −9,422−91.6% | Reduced |
| Washington Trust Advisors, Inc. | 856 | $133.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 832 | $129.0K | 0.00% | −70−7.8% | Reduced |
| Chilton Capital Management LLC | 818 | $127.0K | 0.01% | +818 | New |
| Kelly Financial Services LLC | 815 | $126.5K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 802 | $125.0K | 0.01% | −57−6.6% | Reduced |