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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 70 | $11.0K | 0.00% | +70 | New |
| Raffa Wealth Management, LLC | 67 | $10.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 64 | $10.0K | 0.00% | +31+93.9% | Added |
| Ritter Daniher Financial Advisory LLC | 65 | $10.0K | 0.01% | +65 | New |
| Creative Financial Designs Inc | 61 | $9.00K | 0.00% | −11−15.3% | Reduced |
| Sierra Capital LLC | 55 | $9.00K | 0.00% | −18−24.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $9.00K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 55 | $9.00K | 0.00% | +25+83.3% | Added |
| Raleigh Capital Management Inc. | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 51 | $7.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 44 | $7.00K | 0.01% | +22+100.0% | Added |
| Castleview Partners, LLC | 50 | $6.80K | 0.01% | −185−78.7% | Reduced |
| Atwood & Palmer Inc | 39 | $6.00K | 0.00% | −36−48.0% | Reduced |
| Focused Wealth Management, Inc | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 45 | $6.00K | 0.00% | +26+136.8% | Added |
| West Bancorporation Inc | 35 | $5.00K | 0.00% | −35−50.0% | Reduced |
| South State Corp. | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $5.00K | 0.00% | +14+73.7% | Added |
| First PREMIER Bank | 35 | $5.00K | 0.00% | +35 | New |
| Horizons Wealth Management | 28 | $5.00K | 0.00% | +28 | New |
| Charter Oak Capital Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 24 | $4.00K | 0.04% | +24 | New |
| Key Financial Inc | 19 | $3.00K | 0.00% | −80−80.8% | Reduced |
| USA Financial Portformulas Corp | 17 | $3.00K | 0.00% | −22−56.4% | Reduced |
| Disciplined Investments, LLC | 21 | $3.00K | 0.00% | −2−8.7% | Reduced |
| Loomis Sayles & Co L P | 22 | $3.00K | 0.00% | +4+22.2% | Added |
| Longfellow Investment Management Co LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 17 | $3.00K | 0.00% | +5+41.7% | Added |
| Quent Capital, LLC | 19 | $3.00K | 0.00% | +10+111.1% | Added |
| Wagner Wealth Management, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Bradley & Co. Private Wealth Management, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Marquette Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $1.00K | 0.00% | +6 | New |
| Tfo-TDC, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | +5 | New |
| Oliver Lagore Vanvalin Investment Group | 4 | $1.00K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $777 | 0.00% | +5 | New |
| PEAK6 Investments LLC | 3 | $543 | 0.00% | −929−99.7% | Reduced |
| J.Safra Asset Management Corp | 88 | $0 | 0.00% | −8−8.3% | Reduced |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −966,487−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −195,565−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −120,166−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −99,284−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −72,372−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −59,180−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −42,675−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −35,945−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −29,111−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −20,390−100.0% | Sold out |
| Swarthmore Group Inc | 0 | $0 | 0.00% | −19,277−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,927−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,158−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −9,594−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,772−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −8,101−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,658−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −4,875−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −4,547−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −4,507−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Robotti Robert | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,127−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,953−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −2,736−100.0% | Sold out |
| Windsor Group LTD | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Fund Evaluation Group, LLC | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Dixon Hubard Feinour & Brown Inc | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Sunflower Bank, N.A. | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |