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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 6,156 | $956.0K | 0.25% | −172−2.7% | Reduced |
| Annex Advisory Services, LLC | 6,145 | $954.0K | 0.07% | −1,184−16.2% | Reduced |
| Charter Trust Co | 6,122 | $951.0K | 0.08% | −1,035−14.5% | Reduced |
| Missouri Trust & Investment Co | 6,125 | $951.0K | 0.62% | +275+4.7% | Added |
| Brighton Jones LLC | 6,118 | $950.0K | 0.06% | +57+0.9% | Added |
| Ferguson Wellman Capital Management, Inc | 6,094 | $946.0K | 0.04% | +180+3.0% | Added |
| Cetera Investment Advisers | 6,081 | $944.0K | 0.02% | +1,893+45.2% | Added |
| US Asset Management LLC | 6,068 | $942.0K | 1.03% | −556−8.4% | Reduced |
| Hantz Financial Services, Inc. | 6,039 | $938.0K | 0.03% | +254+4.4% | Added |
| Integrated Advisors Network LLC | 6,034 | $937.0K | 0.06% | +1,218+25.3% | Added |
| CAPROCK Group, Inc. | 6,015 | $934.0K | 0.09% | +1,487+32.8% | Added |
| Inverness Counsel LLC | 5,938 | $922.0K | 0.05% | −13−0.2% | Reduced |
| Shelton Capital Management | 5,915 | $918.0K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 5,911 | $918.0K | 0.42% | +5,911 | New |
| Clarius Group, LLC | 5,859 | $910.0K | 0.09% | +498+9.3% | Added |
| Element Capital Management LLC | 5,841 | $907.0K | 0.46% | +1,947+50.0% | Added |
| Venturi Wealth Management, LLC | 5,821 | $904.0K | 0.08% | −110−1.9% | Reduced |
| Boltwood Capital Management | 5,775 | $897.0K | 0.39% | −150−2.5% | Reduced |
| Wealth Alliance | 5,738 | $891.0K | 0.17% | −80−1.4% | Reduced |
| Pinnacle Associates Ltd | 5,723 | $889.0K | 0.02% | +349+6.5% | Added |
| Virtu Financial LLC | 5,725 | $889.0K | 0.08% | +5,725 | New |
| Lester Murray Antman dba SimplyRich | 5,725 | $888.0K | 0.37% | −53−0.9% | Reduced |
| Capital Investment Advisors, LLC | 5,713 | $887.0K | 0.03% | −771−11.9% | Reduced |
| Allred Capital Management, LLC | 5,657 | $878.0K | 0.55% | −419−6.9% | Reduced |
| Heartland Bank & Trust Co | 5,630 | $874.0K | 0.77% | +143+2.6% | Added |
| Ashfield Capital Partners, LLC | 5,622 | $873.0K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,460 | $848.0K | 0.07% | +1,201+28.2% | Added |
| Meiji Yasuda Life Insurance Co | 5,463 | $848.0K | 0.01% | +2,516+85.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,462 | $848.0K | 0.05% | +2,905+113.6% | Added |
| Dowling & Yahnke LLC | 5,456 | $847.0K | 0.04% | +845+18.3% | Added |
| Norway Savings Bank | 5,447 | $846.0K | 0.44% | +441+8.8% | Added |
| Profund Advisors LLC | 5,443 | $845.0K | 0.05% | −1,641−23.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,324 | $827.0K | 0.04% | −1,826−25.5% | Reduced |
| Trust Asset Management LLC | 5,290 | $821.0K | 0.11% | +210+4.1% | Added |
| Murphy Pohlad Asset Management LLC | 5,285 | $820.0K | 0.36% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,227 | $811.0K | 0.04% | +645+14.1% | Added |
| Regents of the University of California | 5,200 | $807.0K | 0.16% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $806.0K | 0.52% | −116−2.2% | Reduced |
| Marshall Financial Group LLC | 5,149 | $799.0K | 0.32% | +5,149 | New |
| Steward Partners Investment Advisory, LLC | 5,125 | $796.0K | 0.01% | −38−0.7% | Reduced |
| Conning Inc. | 5,084 | $789.0K | 0.02% | −30−0.6% | Reduced |
| Quadrature Capital Ltd | 5,073 | $788.0K | 0.03% | +5,073 | New |
| Fund Management at Engine No. 1 LLC | 5,068 | $787.0K | 0.21% | +793+18.5% | Added |
| Moloney Securities Asset Management, LLC | 4,998 | $776.0K | 0.18% | −926−15.6% | Reduced |
| Jarislowsky, Fraser Ltd | 4,966 | $770.0K | 0.00% | +66+1.3% | Added |
| Ci Investments Inc. | 4,908 | $762.0K | 0.00% | −1,953−28.5% | Reduced |
| Ironwood Investment Counsel, LLC | 4,913 | $762.0K | 0.21% | +113+2.4% | Added |
| SFMG, LLC | 4,894 | $760.0K | 0.09% | +4+0.1% | Added |
| JGP Wealth Management, LLC | 4,788 | $755.0K | 0.15% | −55−1.1% | Reduced |
| Oppenheimer & Co Inc | 4,763 | $739.0K | 0.02% | −25−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,754 | $738.0K | 0.13% | +174+3.8% | Added |
| Gateway Investment Advisers LLC | 4,745 | $737.0K | 0.01% | +237+5.3% | Added |
| Edgestream Partners, L.P. | 4,738 | $736.0K | 0.06% | −3,118−39.7% | Reduced |
| Eudaimonia Partners, LLC | 4,711 | $731.0K | 0.13% | +103+2.2% | Added |
| Symmetry Partners, LLC | 4,668 | $725.0K | 0.05% | −1,980−29.8% | Reduced |
| Donaldson Capital Management, LLC | 4,637 | $720.0K | 0.04% | +66+1.4% | Added |
| West Family Investments, Inc. | 4,498 | $698.0K | 0.28% | −337−7.0% | Reduced |
| Gsa Capital Partners LLP | 4,485 | $696.0K | 0.10% | +4,485 | New |
| Quadrant Private Wealth Management, LLC | 4,476 | $695.0K | 0.29% | −35−0.8% | Reduced |
| Proequities, Inc. | 4,457 | $692.0K | 0.06% | −128−2.8% | Reduced |
| Blueprint Investment Partners LLC | 4,438 | $689.0K | 0.19% | +79+1.8% | Added |
| Csenge Advisory Group | 4,435 | $689.0K | 0.06% | +117+2.7% | Added |
| Amplius Wealth Advisors, LLC | 4,438 | $688.0K | 0.11% | −224−4.8% | Reduced |
| Kenfarb & Co. | 4,035 | $688.0K | 0.54% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,399 | $682.0K | 0.07% | +1,642+59.6% | Added |
| Stokes Family Office, LLC | 4,315 | $670.0K | 0.09% | +407+10.4% | Added |
| Advisors Preferred, LLC | 4,288 | $666.0K | 0.17% | +4,288 | New |
| King Luther Capital Management Corp | 4,286 | $665.0K | 0.00% | +143+3.5% | Added |
| Williams Jones Wealth Management, LLC. | 4,275 | $664.0K | 0.01% | −537−11.2% | Reduced |
| Virtus ETF Advisers LLC | 4,213 | $654.0K | 0.24% | +4,213 | New |
| Desjardins Global Asset Management Inc. | 4,197 | $651.0K | 0.09% | −1,454−25.7% | Reduced |
| First Manhattan Co | 4,178 | $648.0K | 0.00% | +20.0% | Added |
| Arden Trust Co | 4,155 | $645.0K | 0.15% | −94−2.2% | Reduced |
| Chatham Capital Group, Inc. | 4,145 | $644.0K | 0.15% | +150+3.8% | Added |
| Horizon Investments, LLC | 4,119 | $637.0K | 0.02% | −7,250−63.8% | Reduced |
| VeraBank, N.A. | 4,101 | $637.0K | 0.37% | −10.0% | Reduced |
| Atlantic Union Bankshares Corp | 4,081 | $633.0K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,058 | $630.0K | 0.16% | +703+21.0% | Added |
| Financial Counselors Inc | 4,053 | $629.0K | 0.01% | +1,847+83.7% | Added |
| Vident Investment Advisory, LLC | 4,071 | $627.0K | 0.02% | −2,386−37.0% | Reduced |
| Hilltop Holdings Inc. | 3,952 | $614.0K | 0.08% | −600−13.2% | Reduced |
| D.A. Davidson & Co. | 3,950 | $613.0K | 0.01% | +209+5.6% | Added |
| Stiles Financial Services Inc | 3,940 | $612.0K | 0.37% | +10+0.3% | Added |
| Waypoint Capital Advisors, LLC | 3,915 | $608.0K | 0.28% | −10.0% | Reduced |
| McAdam, LLC | 3,916 | $608.0K | 0.06% | +591+17.8% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $604.0K | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,877 | $602.0K | 0.13% | +373+10.6% | Added |
| Global Retirement Partners, LLC | 3,873 | $601.0K | 0.05% | +49+1.3% | Added |
| Machina Capital S.A.S. | 3,809 | $591.0K | 1.33% | +348+10.1% | Added |
| American Portfolios Advisors | 3,799 | $589.8K | 0.02% | +94+2.5% | Added |
| Hutchinson Capital Management | 3,785 | $588.0K | 0.15% | +3+0.1% | Added |
| Avidian Wealth Solutions, LLC | 3,755 | $583.0K | 0.04% | −16−0.4% | Reduced |
| Bridgewater Advisors Inc. | 3,737 | $580.0K | 0.12% | −182−4.6% | Reduced |
| HB Wealth Management, LLC | 3,703 | $575.0K | 0.01% | −681−15.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,697 | $574.0K | 0.06% | +182+5.2% | Added |
| Ritholtz Wealth Management | 3,697 | $574.0K | 0.04% | +1,435+63.4% | Added |
| We Are One Seven, LLC | 3,677 | $571.0K | 0.08% | +108+3.0% | Added |
| Boston Financial Mangement LLC | 3,678 | $571.0K | 0.02% | +183+5.2% | Added |
| Archvest Wealth Advisors, Inc. | 3,659 | $568.0K | 0.57% | −42−1.1% | Reduced |
| Gofen & Glossberg LLC | 3,628 | $563.0K | 0.01% | 00.0% | Unchanged |