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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 3,620 | $562.0K | 0.08% | −16−0.4% | Reduced |
| Personal Capital Advisors Corp | 3,618 | $562.0K | 0.00% | +56+1.6% | Added |
| Ellevest, Inc. | 3,605 | $560.0K | 0.05% | +1,091+43.4% | Added |
| Prospector Partners LLC | 3,600 | $559.0K | 0.08% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,580 | $556.0K | 0.06% | +351+10.9% | Added |
| Ausdal Financial Partners, Inc. | 3,560 | $553.0K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,543 | $550.0K | 0.05% | +80+2.3% | Added |
| Gyroscope Capital Management Group, LLC | 3,504 | $544.0K | 0.19% | +84+2.5% | Added |
| Buckingham Strategic Wealth, LLC | 3,502 | $544.0K | 0.01% | +151+4.5% | Added |
| Buckley Wealth Management, LLC | 3,496 | $543.0K | 0.17% | −59−1.7% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $543.0K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $543.0K | 0.28% | 00.0% | Unchanged |
| Henshaw Capital LLC | 3,466 | $538.1K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 3,441 | $534.0K | 0.01% | −29−0.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,428 | $532.0K | 0.09% | +349+11.3% | Added |
| Savant Capital, LLC | 3,421 | $531.0K | 0.02% | +178+5.5% | Added |
| DF Dent & Co Inc | 3,418 | $531.0K | 0.01% | +703+25.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,411 | $530.0K | 0.05% | −1,800−34.5% | Reduced |
| Gotham Asset Management, LLC | 3,399 | $528.0K | 0.02% | −33,114−90.7% | Reduced |
| Contravisory Investment Management, Inc. | 3,395 | $527.0K | 0.17% | +29+0.9% | Added |
| Sentry Investment Management LLC | 3,377 | $524.0K | 0.24% | −658−16.3% | Reduced |
| 44 Wealth Management LLC | 3,354 | $521.0K | 0.20% | +18+0.5% | Added |
| Domani Wealth, LLC | 3,340 | $519.0K | 0.14% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,334 | $518.0K | 0.18% | −109−3.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,319 | $515.0K | 0.04% | −711−17.6% | Reduced |
| KB Financial Partners, LLC | 3,306 | $513.0K | 0.18% | −82−2.4% | Reduced |
| DSM Capital Partners LLC | 3,280 | $509.0K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,257 | $506.0K | 0.08% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $505.0K | 0.10% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,248 | $504.0K | 0.09% | −105−3.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $504.0K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,243 | $503.0K | 0.02% | −1,422−30.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,240 | $503.0K | 0.01% | −13−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,239 | $503.0K | 0.12% | −12−0.4% | Reduced |
| Opus Capital Group, LLC | 3,239 | $503.0K | 0.10% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,210 | $498.0K | 0.32% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,208 | $498.0K | 0.04% | +142+4.6% | Added |
| Duncker Streett & Co Inc | 3,200 | $497.0K | 0.12% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,191 | $495.0K | 0.14% | −50−1.5% | Reduced |
| REDW Wealth LLC | 3,190 | $495.0K | 0.18% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,167 | $492.0K | 0.66% | +121+4.0% | Added |
| Leavell Investment Management, Inc. | 3,150 | $489.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,136 | $487.0K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,139 | $487.0K | 0.02% | +3,139 | New |
| Defined Wealth Management, LLC | 3,095 | $480.0K | 0.49% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,091 | $480.0K | 0.14% | +10+0.3% | Added |
| Eads & Heald Wealth Management | 3,090 | $480.0K | 0.26% | +3,090 | New |
| Strategic Blueprint, LLC | 3,088 | $479.0K | 0.06% | +72+2.4% | Added |
| ASB Consultores, LLC | 3,076 | $478.0K | 0.21% | −989−24.3% | Reduced |
| Roble, Belko & Company, Inc | 3,077 | $478.0K | 0.11% | +1,987+182.3% | Added |
| Quantinno Capital Management LP | 3,058 | $475.0K | 0.07% | +1,591+108.5% | Added |
| Procyon Private Wealth Partners, LLC | 3,032 | $471.0K | 0.10% | +378+14.2% | Added |
| North Star Asset Management Inc | 3,026 | $470.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3,026 | $469.0K | 0.15% | −138−4.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,003 | $466.0K | 0.04% | −87−2.8% | Reduced |
| BSW Wealth Partners | 2,973 | $462.0K | 0.11% | +381+14.7% | Added |
| DRW Securities, LLC | 2,956 | $459.0K | 0.12% | +2,956 | New |
| NBT Bank N A | 2,933 | $456.0K | 0.07% | +1,136+63.2% | Added |
| Avantax Advisory Services, Inc. | 2,939 | $456.0K | 0.01% | +2,939 | New |
| X-Square Capital, LLC | 2,904 | $451.0K | 0.27% | +166+6.1% | Added |
| Forum Financial Management, LP | 2,899 | $450.0K | 0.02% | −152−5.0% | Reduced |
| Ruffer LLP | 2,900 | $450.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,881 | $447.0K | 0.04% | +178+6.6% | Added |
| Strid Group, LLC | 2,864 | $445.0K | 0.10% | 00.0% | Unchanged |
| Dodge & Cox | 2,860 | $444.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,859 | $444.0K | 0.10% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 2,832 | $440.0K | 0.33% | −28−1.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,861 | $440.0K | 0.11% | +2,861 | New |
| Reynders McVeigh Capital Management, LLC | 2,827 | $439.0K | 0.03% | +2+0.1% | Added |
| EagleClaw Capital Managment, LLC | 2,813 | $437.0K | 0.12% | +206+7.9% | Added |
| Ballentine Partners, LLC | 2,793 | $433.0K | 0.02% | +66+2.4% | Added |
| Stockman Wealth Management, Inc. | 2,785 | $432.0K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,763 | $429.0K | 0.01% | +312+12.7% | Added |
| Manchester Capital Management LLC | 2,720 | $422.0K | 0.07% | +1,159+74.2% | Added |
| Proficio Capital Partners LLC | 2,710 | $421.0K | 0.08% | +293+12.1% | Added |
| Tower Bridge Advisors | 2,700 | $419.2K | 0.03% | −200−6.9% | Reduced |
| Sutton Wealth Advisors Inc. | 2,662 | $413.3K | 0.16% | +3+0.1% | Added |
| ICA Group Wealth Management, LLC | 2,381 | $409.0K | 0.08% | +51+2.2% | Added |
| Boston Research & Management Inc | 2,620 | $406.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,600 | $404.0K | 0.01% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,590 | $402.0K | 0.05% | +137+5.6% | Added |
| Rockland Trust Co | 2,586 | $401.0K | 0.03% | −537−17.2% | Reduced |
| Tobam | 2,585 | $401.0K | 0.03% | +212+8.9% | Added |
| Perigon Wealth Management, LLC | 2,574 | $400.0K | 0.03% | +377+17.2% | Added |
| C2C Wealth Management, LLC | 2,580 | $395.0K | 0.07% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,543 | $395.0K | 0.27% | +2,543 | New |
| Eqis Capital Management, Inc. | 2,525 | $392.0K | 0.04% | +477+23.3% | Added |
| Hall Laurie J Trustee | 2,490 | $387.0K | 0.18% | 00.0% | Unchanged |
| Graypoint LLC | 2,477 | $385.0K | 0.05% | +255+11.5% | Added |
| Sequoia Financial Advisors, LLC | 2,464 | $383.0K | 0.01% | +361+17.2% | Added |
| Fulton Bank, N.A. | 2,461 | $382.0K | 0.02% | −247−9.1% | Reduced |
| Stephens Inc | 2,461 | $382.0K | 0.01% | −19−0.8% | Reduced |
| SOL Capital Management CO | 2,445 | $380.0K | 0.08% | −25−1.0% | Reduced |
| NorthRock Partners, LLC | 2,437 | $378.0K | 0.04% | −575−19.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,436 | $378.0K | 0.30% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,443 | $378.0K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,417 | $375.0K | 0.09% | −312,007−99.2% | Reduced |
| Cahaba Wealth Management, Inc. | 2,419 | $375.0K | 0.05% | −339−12.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,400 | $373.0K | 0.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,368 | $369.0K | 0.02% | +202+9.3% | Added |