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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 10,290 | $1.60M | 0.07% | +678+7.1% | Added |
| Balyasny Asset Management LLC | 10,203 | $1.58M | 0.01% | −187,526−94.8% | Reduced |
| LMCG Investments, LLC | 10,121 | $1.57M | 0.11% | −269−2.6% | Reduced |
| Cary Street Partners Asset Management LLC | 10,020 | $1.56M | 0.36% | −290−2.8% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.55M | 0.08% | 00.0% | Unchanged |
| SRB Corp | 9,921 | $1.54M | 0.10% | +1,669+20.2% | Added |
| Wolverine Trading, LLC | 9,938 | $1.54M | 0.05% | +4,221+73.8% | Added |
| Moneta Group Investment Advisors LLC | 9,784 | $1.52M | 0.05% | +1,358+16.1% | Added |
| Altium Wealth Management LLC | 9,779 | $1.52M | 0.11% | −10−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,775 | $1.52M | 0.07% | +13+0.1% | Added |
| Ativo Capital Management LLC | 9,772 | $1.52M | 1.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,744 | $1.51M | 0.15% | −25−0.3% | Reduced |
| Hills Bank & Trust Co | 9,681 | $1.50M | 0.24% | +206+2.2% | Added |
| FORA Capital, LLC | 9,626 | $1.49M | 0.30% | +9,626 | New |
| Hartline Investment Corp | 12,671 | $1.48M | 0.24% | +2,671+26.7% | Added |
| Grimes & Company, Inc. | 9,514 | $1.48M | 0.07% | +30.0% | Added |
| Engineers Gate Manager LP | 9,387 | $1.46M | 0.05% | +9,387 | New |
| Chesley Taft & Associates LLC | 9,345 | $1.45M | 0.10% | −400−4.1% | Reduced |
| Howland Capital Management LLC | 9,330 | $1.45M | 0.09% | +800+9.4% | Added |
| Roosevelt Investment Group LLC | 9,279 | $1.44M | 0.10% | −879−8.7% | Reduced |
| Cetera Advisor Networks LLC | 9,177 | $1.43M | 0.02% | +488+5.6% | Added |
| Advisory Services Network, LLC | 9,175 | $1.43M | 0.05% | +2,515+37.8% | Added |
| Mission Wealth Management, LP | 9,045 | $1.40M | 0.07% | +935+11.5% | Added |
| Assenagon Asset Management S.A. | 8,882 | $1.38M | 0.01% | +554+6.7% | Added |
| RMR Wealth Builders | 8,842 | $1.37M | 0.34% | −432−4.7% | Reduced |
| Pegasus Partners Ltd. | 8,800 | $1.37M | 0.28% | +2,805+46.8% | Added |
| Belpointe Asset Management LLC | 8,652 | $1.34M | 0.09% | −167−1.9% | Reduced |
| Metis Global Partners, LLC | 8,635 | $1.34M | 0.21% | +658+8.2% | Added |
| Veriti Management LLC | 8,612 | $1.34M | 0.19% | +596+7.4% | Added |
| Wetherby Asset Management Inc | 8,572 | $1.33M | 0.09% | −6−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 8,571 | $1.33M | 0.08% | +827+10.7% | Added |
| LS Investment Advisors, LLC | 8,565 | $1.33M | 0.25% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 8,530 | $1.32M | 0.12% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 8,419 | $1.31M | 0.06% | +3,059+57.1% | Added |
| Mirova | 8,425 | $1.31M | 0.19% | +4,142+96.7% | Added |
| Greenleaf Trust | 8,386 | $1.30M | 0.02% | +411+5.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,334 | $1.29M | 0.02% | +607+7.9% | Added |
| Western Wealth Management, LLC | 8,260 | $1.28M | 0.07% | +160+2.0% | Added |
| Wilkins Investment Counsel Inc | 8,240 | $1.28M | 0.34% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 8,186 | $1.27M | 0.83% | −460−5.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,166 | $1.27M | 0.47% | −225−2.7% | Reduced |
| Enterprise Bank & Trust Co | 8,138 | $1.26M | 0.57% | −628−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,120 | $1.26M | 0.01% | +33+0.4% | Added |
| James Hambro & Partners | 7,976 | $1.24M | 0.10% | −1,645−17.1% | Reduced |
| Evercore Wealth Management, LLC | 7,933 | $1.23M | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 7,920 | $1.23M | 0.02% | −5,508−41.0% | Reduced |
| Capital Asset Advisory Services LLC | 7,924 | $1.23M | 0.14% | −610−7.1% | Reduced |
| Red Cedar Investment Management, LLC | 7,892 | $1.23M | 0.20% | +2,989+61.0% | Added |
| Checchi Capital Advisers, LLC | 7,354 | $1.21M | 0.12% | +1,996+37.3% | Added |
| Blueshift Asset Management, LLC | 7,707 | $1.20M | 0.20% | +7,707 | New |
| United Bank | 7,689 | $1.19M | 0.74% | +109+1.4% | Added |
| PFG Advisors | 7,607 | $1.18M | 0.13% | +115+1.5% | Added |
| Qtron Investments LLC | 7,568 | $1.18M | 0.26% | +5,295+233.0% | Added |
| Duality Advisers, LP | 7,517 | $1.17M | 0.12% | +7,517 | New |
| HM Payson & Co | 7,504 | $1.17M | 0.03% | −6−0.1% | Reduced |
| TCTC Holdings, LLC | 7,496 | $1.16M | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,434 | $1.15M | 0.20% | +88+1.2% | Added |
| TrinityPoint Wealth, LLC | 7,425 | $1.15M | 0.25% | −105−1.4% | Reduced |
| Toews Corp | 7,400 | $1.15M | 0.77% | +5,000+208.3% | Added |
| Wintrust Investments LLC | 7,360 | $1.14M | 0.14% | −20−0.3% | Reduced |
| Baader Bank INC | 7,344 | $1.14M | 0.11% | +7,344 | New |
| Signaturefd, LLC | 7,315 | $1.14M | 0.04% | +246+3.5% | Added |
| Bartlett & Co. Wealth Management LLC | 7,301 | $1.13M | 0.02% | +33+0.5% | Added |
| Bartlett & Co. LLC | 7,301 | $1.13M | 0.02% | +33+0.5% | Added |
| Kestra Private Wealth Services, LLC | 7,290 | $1.13M | 0.06% | +80+1.1% | Added |
| TD Private Client Wealth LLC | 7,203 | $1.12M | 0.05% | +419+6.2% | Added |
| EverSource Wealth Advisors, LLC | 7,162 | $1.11M | 0.29% | +1,380+23.9% | Added |
| Quadrant Capital Group LLC | 7,162 | $1.11M | 0.15% | +483+7.2% | Added |
| Park Avenue Securities LLC | 7,145 | $1.11M | 0.02% | +1,574+28.3% | Added |
| Thompson Siegel & Walmsley LLC | 7,131 | $1.11M | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 7,104 | $1.10M | 0.04% | +1,599+29.0% | Added |
| Bowen Hanes & Co Inc | 7,049 | $1.09M | 0.04% | +265+3.9% | Added |
| Raymond James Trust N.A. | 7,042 | $1.09M | 0.04% | +439+6.6% | Added |
| Seeyond | 7,039 | $1.09M | 0.12% | −15,778−69.2% | Reduced |
| Peapack Gladstone Financial Corp | 7,019 | $1.09M | 0.02% | +40+0.6% | Added |
| Sofos Investments, Inc. | 2,480 | $1.08M | 0.10% | −70−2.7% | Reduced |
| Jane Street Group, LLC | 6,915 | $1.07M | 0.00% | −63,953−90.2% | Reduced |
| Summit Financial, LLC | 6,824 | $1.06M | 0.10% | −55−0.8% | Reduced |
| AIA Group Ltd | 6,782 | $1.05M | 0.06% | +3,544+109.5% | Added |
| Canandaigua National Corp | 6,772 | $1.05M | 0.19% | −446−6.2% | Reduced |
| Clearstead Advisors, LLC | 6,713 | $1.04M | 0.08% | +67+1.0% | Added |
| Deseret Mutual Benefit Administrators | 6,707 | $1.04M | 0.24% | +137+2.1% | Added |
| Coldstream Capital Management Inc | 6,704 | $1.04M | 0.04% | +1,115+19.9% | Added |
| AXS Investments LLC | 6,690 | $1.04M | 0.37% | +6,690 | New |
| Smithfield Trust Co | 6,643 | $1.03M | 0.07% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 6,629 | $1.03M | 0.17% | −199−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,631 | $1.03M | 0.04% | −159−2.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,594 | $1.02M | 0.09% | +1,219+22.7% | Added |
| Lido Advisors, LLC | 6,575 | $1.02M | 0.02% | +299+4.8% | Added |
| Edgemoor Investment Advisors, Inc. | 6,538 | $1.01M | 0.13% | +29+0.4% | Added |
| Elmwood Wealth Management, Inc. | 6,513 | $1.01M | 0.58% | −175−2.6% | Reduced |
| Cigna Investments Inc | 6,459 | $1.00M | 0.20% | −2,470−27.7% | Reduced |
| Citizens & Northern Corp | 6,427 | $998.0K | 0.43% | −65−1.0% | Reduced |
| Toroso Investments, LLC | 6,356 | $987.0K | 0.04% | −7,788−55.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,360 | $987.0K | 0.04% | +322+5.3% | Added |
| Boyd Watterson Asset Management LLC | 6,215 | $965.0K | 0.41% | −26−0.4% | Reduced |
| Gries Financial LLC | 6,210 | $964.0K | 0.46% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 6,196 | $962.0K | 0.02% | +964+18.4% | Added |
| Arcus Capital Partners, LLC | 6,180 | $959.0K | 0.42% | −216−3.4% | Reduced |
| West Paces Advisors Inc. | 6,172 | $958.2K | 0.33% | −8−0.1% | Reduced |