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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 21,813 | $3.39M | 0.03% | +9,487+77.0% | Added |
| Keybank National Association | 21,745 | $3.38M | 0.02% | −1,819−7.7% | Reduced |
| Triasima Portfolio Management inc. | 21,695 | $3.37M | 0.24% | −315−1.4% | Reduced |
| Legacy Advisors, LLC | 21,531 | $3.34M | 0.70% | +3,905+22.2% | Added |
| Quantbot Technologies LP | 21,503 | $3.34M | 0.31% | +21,503 | New |
| Welch & Forbes LLC | 21,445 | $3.33M | 0.06% | −1,491−6.5% | Reduced |
| Souders Financial Advisors | 21,383 | $3.32M | 0.95% | +667+3.2% | Added |
| Bokf, NA | 21,228 | $3.29M | 0.06% | +1,626+8.3% | Added |
| Sumitomo Life Insurance Co | 21,159 | $3.29M | 0.09% | +249+1.2% | Added |
| Alerus Financial NA | 20,811 | $3.23M | 0.30% | +3,915+23.2% | Added |
| Essex LLC | 20,683 | $3.21M | 1.00% | +428+2.1% | Added |
| Sompo Asset Management Co., Ltd. | 20,570 | $3.19M | 0.81% | −8,610−29.5% | Reduced |
| Parcion Private Wealth LLC | 20,142 | $3.16M | 0.32% | −2,691−11.8% | Reduced |
| Veritable, L.P. | 20,016 | $3.11M | 0.06% | +299+1.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 19,744 | $3.07M | 0.21% | −19,603−49.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 19,074 | $2.96M | 0.31% | +26+0.1% | Added |
| Mechanics Bank Trust Department | 18,857 | $2.93M | 0.52% | +428+2.3% | Added |
| Capital Planning Advisors, LLC | 18,613 | $2.89M | 0.77% | −53−0.3% | Reduced |
| Advisor Partners LLC | 18,571 | $2.88M | 0.20% | +314+1.7% | Added |
| United Services Automobile Association | 18,486 | $2.87M | 0.07% | +18,486 | New |
| LGT Group Foundation | 18,468 | $2.87M | 0.09% | −989−5.1% | Reduced |
| Freestone Capital Holdings, LLC | 18,235 | $2.83M | 0.11% | −3,326−15.4% | Reduced |
| Banque Cantonale Vaudoise | 18,161 | $2.82M | 0.15% | −2,000−9.9% | Reduced |
| Moody National Bank Trust Division | 17,940 | $2.79M | 0.29% | −7,606−29.8% | Reduced |
| Kames Capital plc | 17,926 | $2.78M | 0.05% | +870+5.1% | Added |
| Everence Capital Management Inc | 17,870 | $2.77M | 0.25% | 00.0% | Unchanged |
| AE Wealth Management LLC | 17,689 | $2.75M | 0.02% | +987+5.9% | Added |
| River Wealth Advisors LLC | 17,637 | $2.74M | 0.50% | −558−3.1% | Reduced |
| Mount Lucas Management LP | 17,181 | $2.67M | 0.89% | +589+3.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,148 | $2.66M | 0.24% | +2,245+15.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,994 | $2.64M | 1.38% | −195−1.1% | Reduced |
| Lindenwold Advisors | 16,954 | $2.63M | 1.87% | +85+0.5% | Added |
| 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 |
| South Dakota Investment Council | 16,592 | $2.58M | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14,869 | $2.53M | 0.04% | +14,869 | New |
| Cary Street Partner Investment Advisory LLC | 16,037 | $2.49M | 0.21% | +1,321+9.0% | Added |
| Olstein Capital Management, L.P. | 16,000 | $2.48M | 0.37% | −5,000−23.8% | Reduced |
| Bessemer Group Inc | 15,573 | $2.42M | 0.01% | +2,081+15.4% | Added |
| Ieq Capital, LLC | 15,532 | $2.41M | 0.07% | +4,455+40.2% | Added |
| Financial Engines Advisors L.L.C. | 15,400 | $2.39M | 0.01% | −3,963−20.5% | Reduced |
| Logan Capital Management Inc | 15,104 | $2.35M | 0.13% | +248+1.7% | Added |
| Allstate Corp | 15,058 | $2.34M | 0.07% | +11+0.1% | Added |
| NewEdge Wealth, LLC | 15,028 | $2.33M | 0.11% | +8,404+126.9% | Added |
| Cipher Capital LP | 14,999 | $2.33M | 0.53% | +14,999 | New |
| CWM, LLC | 14,935 | $2.32M | 0.02% | +3,846+34.7% | Added |
| Vontobel Holding Ltd. | 14,868 | $2.31M | 0.02% | +1,373+10.2% | Added |
| Occudo Quantitative Strategies LP | 14,778 | $2.29M | 0.19% | +14,778 | New |
| HBK Sorce Advisory LLC | 14,358 | $2.23M | 0.16% | −1,242−8.0% | Reduced |
| Occidental Asset Management, LLC | 14,118 | $2.19M | 0.65% | +227+1.6% | Added |
| Sowell Financial Services LLC | 14,118 | $2.19M | 0.20% | +14,118 | New |
| HighPoint Advisor Group LLC | 13,786 | $2.17M | 0.24% | +13,786 | New |
| Pitcairn Co | 13,935 | $2.16M | 0.23% | −109−0.8% | Reduced |
| CX Institutional | 13,800 | $2.14M | 0.16% | +4,449+47.6% | Added |
| Icon Advisers Inc | 13,600 | $2.11M | 0.49% | +6,300+86.3% | Added |
| Phoenix Holdings Ltd. | 13,580 | $2.11M | 0.04% | +2,176+19.1% | Added |
| Argent Trust Co | 13,515 | $2.10M | 0.14% | +215+1.6% | Added |
| United Capital Financial Advisers, LLC | 13,330 | $2.07M | 0.01% | +4,246+46.7% | Added |
| Miracle Mile Advisors, LLC | 13,316 | $2.07M | 0.10% | −321−2.4% | Reduced |
| Regions Financial Corp | 13,261 | $2.06M | 0.02% | −2,488−15.8% | Reduced |
| Snowden Capital Advisors LLC | 13,228 | $2.05M | 0.09% | +27+0.2% | Added |
| Beacon Pointe Advisors, LLC | 13,146 | $2.05M | 0.04% | −13,223−50.1% | Reduced |
| Transcend Wealth Collective, LLC | 13,050 | $2.03M | 0.21% | −582−4.3% | Reduced |
| KCS Wealth Advisory | 13,008 | $2.02M | 0.90% | −2,119−14.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,003 | $2.02M | 0.10% | +104+0.8% | Added |
| Heritage Wealth Advisors | 12,914 | $2.00M | 0.14% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,795 | $1.99M | 0.04% | +1,294+11.3% | Added |
| Pensionfund Sabic | 12,700 | $1.97M | 0.63% | −1,500−10.6% | Reduced |
| GWM Advisors LLC | 12,629 | $1.96M | 0.03% | +1,742+16.0% | Added |
| Redpoint Investment Management Pty Ltd | 12,516 | $1.94M | 0.23% | 00.0% | Unchanged |
| Balentine LLC | 12,391 | $1.92M | 0.07% | +6,487+109.9% | Added |
| Cresset Asset Management, LLC | 12,364 | $1.92M | 0.02% | −1,992−13.9% | Reduced |
| First National Trust Co | 12,170 | $1.89M | 0.11% | +962+8.6% | Added |
| Federated Hermes, Inc. | 12,113 | $1.88M | 0.01% | +721+6.3% | Added |
| Private Trust Co NA | 12,096 | $1.88M | 0.29% | −158−1.3% | Reduced |
| Venture Visionary Partners LLC | 12,052 | $1.87M | 0.14% | −125−1.0% | Reduced |
| Summit Global Investments | 12,035 | $1.87M | 0.16% | −34−0.3% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $1.86M | 1.20% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11,973 | $1.86M | 0.91% | −30.0% | Reduced |
| WSFS Capital Management, LLC | 11,823 | $1.83M | 0.60% | −178−1.5% | Reduced |
| Strategic Investment Advisors | 11,805 | $1.83M | 0.37% | −273−2.3% | Reduced |
| Sawtooth Solutions, LLC | 11,765 | $1.83M | 0.24% | +3,286+38.8% | Added |
| EHP Funds Inc. | 11,700 | $1.82M | 0.33% | −700−5.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,661 | $1.81M | 1.00% | +20.0% | Added |
| Fiduciary Trust Co | 11,625 | $1.80M | 0.04% | −145−1.2% | Reduced |
| Winton Group Ltd | 11,544 | $1.79M | 0.10% | +11,544 | New |
| SG Americas Securities, LLC | 11,511 | $1.79M | 0.02% | −2,159−15.8% | Reduced |
| Arabesque Asset Management Ltd | 11,485 | $1.78M | 0.94% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,468 | $1.78M | 0.58% | +40+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 11,266 | $1.75M | 0.22% | +759+7.2% | Added |
| Ascent Group, LLC | 10,663 | $1.75M | 0.21% | +70+0.7% | Added |
| Lincoln National Corp | 11,123 | $1.73M | 0.04% | −1,389−11.1% | Reduced |
| Natixis Investment Managers International | 11,007 | $1.71M | 0.03% | −10,745−49.4% | Reduced |
| Buckingham Strategic Partners | 10,991 | $1.71M | 0.14% | +132+1.2% | Added |
| Fayez Sarofim & Co | 10,814 | $1.68M | 0.01% | −415−3.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,776 | $1.67M | 0.19% | +10,776 | New |
| Edmond de Rothschild Holding S.A. | 10,753 | $1.67M | 0.04% | −2,213−17.1% | Reduced |
| Tealwood Asset Management Inc | 10,601 | $1.65M | 0.82% | −134−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,490 | $1.63M | 0.02% | +10,490 | New |
| Empirical Finance, LLC | 10,296 | $1.60M | 0.20% | +536+5.5% | Added |