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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 785 | $122.0K | 0.01% | +785 | New |
| Bourgeon Capital Management LLC | 765 | $119.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 726 | $113.0K | 0.03% | +102+16.3% | Added |
| High Net Worth Advisory Group LLC | 714 | $111.0K | 0.05% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 700 | $108.0K | 0.06% | +700 | New |
| TSFG, LLC | 689 | $107.0K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 684 | $106.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 658 | $102.0K | 0.01% | +618+1,545.0% | Added |
| QVR LLC | 649 | $101.0K | 0.08% | +649 | New |
| CVA Family Office, LLC | 645 | $100.0K | 0.03% | −310−32.5% | Reduced |
| Bogart Wealth, LLC | 626 | $97.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 618 | $96.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 589 | $92.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 560 | $87.0K | 0.00% | +130+30.2% | Added |
| Sargent Bickham Lagudis LLC | 543 | $84.0K | 0.01% | +181+50.0% | Added |
| Tyler-Stone Wealth Management | 535 | $83.0K | 0.06% | 00.0% | Unchanged |
| Solstein Capital, LLC | 503 | $78.0K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 500 | $78.0K | 0.04% | +500 | New |
| Investors Research Corp | 494 | $77.0K | 0.02% | +287+138.6% | Added |
| Eagle Bay Advisors LLC | 483 | $75.0K | 0.05% | +483 | New |
| Ancora Advisors, LLC | 476 | $74.0K | 0.00% | +476 | New |
| Islay Capital Management, LLC | 450 | $70.0K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 454 | $70.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 442 | $69.0K | 0.03% | +2+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 435 | $68.0K | 0.01% | +10+2.4% | Added |
| Trust Co of Vermont | 438 | $68.0K | 0.01% | +438 | New |
| Glen Eagle Advisors, LLC | 425 | $66.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 412 | $64.0K | 0.01% | +1+0.2% | Added |
| Lindbrook Capital, LLC | 410 | $64.0K | 0.01% | +103+33.6% | Added |
| Ellis Investment Partners, LLC | 406 | $63.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 404 | $63.0K | 0.01% | +404 | New |
| Perkins Coie Trust Co | 394 | $61.0K | 0.02% | −119−23.2% | Reduced |
| Column Capital Advisors, LLC | 396 | $61.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 396 | $60.0K | 0.00% | −104−20.8% | Reduced |
| Versant Capital Management, Inc | 378 | $59.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 372 | $58.0K | 0.01% | +200+116.3% | Added |
| Silvant Capital Management LLC | 358 | $56.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 352 | $55.0K | 0.04% | +1+0.3% | Added |
| Beacon Capital Management, LLC | 300 | $51.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 322 | $50.0K | 0.01% | +35+12.2% | Added |
| HighMark Wealth Management LLC | 308 | $48.0K | 0.04% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 303 | $47.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 300 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 305 | $47.0K | 0.01% | +45+17.3% | Added |
| Crewe Advisors LLC | 302 | $47.0K | 0.01% | +302 | New |
| Mascoma Wealth Management LLC | 298 | $46.0K | 0.02% | +2+0.7% | Added |
| Johnson Financial Group, Inc. | 278 | $43.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 249 | $39.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 243 | $38.0K | 0.00% | −34−12.3% | Reduced |
| Financial Management Professionals, Inc. | 244 | $38.0K | 0.01% | +143+141.6% | Added |
| Allworth Financial LP | 239 | $37.0K | 0.00% | −420−63.7% | Reduced |
| Piscataqua Savings Bank | 229 | $36.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 223 | $35.0K | 0.00% | −165−42.5% | Reduced |
| Earnest Partners LLC | 220 | $34.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 220 | $34.0K | 0.01% | +61+38.4% | Added |
| Arlington Partners LLC | 214 | $33.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 214 | $33.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 210 | $33.0K | 0.01% | +210 | New |
| Sageworth Trust Co | 208 | $32.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 204 | $32.0K | 0.02% | +20+10.9% | Added |
| Evoke Wealth, LLC | 204 | $32.0K | 0.00% | +36+21.4% | Added |
| First Bank & Trust | 201 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 190 | $30.0K | 0.01% | +128+206.5% | Added |
| Bell Investment Advisors, Inc | 194 | $30.0K | 0.01% | +194 | New |
| CoreCap Advisors, LLC | 196 | $30.0K | 0.00% | +196 | New |
| First Financial Corp | 190 | $29.0K | 0.02% | +87+84.5% | Added |
| Atlas Capital Advisors LLC | 185 | $28.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 184 | $28.0K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 177 | $27.0K | 0.00% | −22,453−99.2% | Reduced |
| Altshuler Shaham Ltd | 171 | $27.0K | 0.00% | −507−74.8% | Reduced |
| Atticus Wealth Management, LLC | 173 | $27.0K | 0.01% | +173 | New |
| Canton Hathaway, LLC | 164 | $25.0K | 0.01% | +164 | New |
| Salem Investment Counselors Inc | 155 | $24.0K | 0.00% | +155 | New |
| BDO Wealth Advisors, LLC | 151 | $23.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 143 | $22.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 144 | $22.0K | 0.01% | +144 | New |
| American National Bank | 130 | $20.0K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 121 | $18.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 117 | $18.0K | 0.00% | +16+15.8% | Added |
| JFS Wealth Advisors, LLC | 111 | $17.0K | 0.00% | −9−7.5% | Reduced |
| M&R Capital Management Inc | 114 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $17.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 104 | $17.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 103 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 97 | $15.0K | 0.01% | −1,203−92.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 97 | $15.0K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 96 | $15.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 98 | $15.0K | 0.01% | +98 | New |
| Enterprise Trust & Investment Co | 96 | $15.0K | 0.01% | +96 | New |
| Seldon Capital LP | 88 | $14.0K | 0.01% | 00.0% | Unchanged |
| Motco | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 86 | $13.0K | 0.00% | +56+186.7% | Added |
| Arcadia Investment Management Corp | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 70 | $11.0K | 0.01% | 00.0% | Unchanged |