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 |
|---|---|---|---|---|---|
| Geller Advisors LLC | 2,367 | $367.0K | 0.08% | −2−0.1% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $366.0K | 0.22% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,351 | $364.0K | 0.01% | −207−8.1% | Reduced |
| Centaurus Financial, Inc. | 2,341 | $363.0K | 0.04% | +26+1.1% | Added |
| InterOcean Capital Group, LLC | 2,320 | $360.0K | 0.01% | −13−0.6% | Reduced |
| Glassman Wealth Services | 2,320 | $360.0K | 0.07% | +114+5.2% | Added |
| IFP Advisors, Inc | 4,316 | $357.0K | 0.01% | −921−17.6% | Reduced |
| Lantz Financial LLC | 2,292 | $356.0K | 0.16% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,288 | $355.0K | 0.06% | +2,288 | New |
| Gladius Capital Management LP | 2,284 | $355.0K | 0.08% | +2,284 | New |
| Sigma Planning Corp | 2,271 | $353.0K | 0.01% | +94+4.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,267 | $352.0K | 0.03% | +2,267 | New |
| Cetera Advisors LLC | 2,262 | $351.0K | 0.01% | +179+8.6% | Added |
| Bank of Nova Scotia Trust Co | 2,248 | $349.0K | 0.04% | −703−23.8% | Reduced |
| Pointe Capital Management LLC | 2,233 | $347.0K | 0.26% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $345.0K | 0.04% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,223 | $345.0K | 0.24% | +133+6.4% | Added |
| Comerica Securities,inc. | 2,219 | $344.0K | 0.03% | +95+4.5% | Added |
| Balasa Dinverno & Foltz LLC | 2,201 | $342.0K | 0.02% | +18+0.8% | Added |
| Journey Advisory Group, LLC | 2,105 | $341.0K | 0.08% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,190 | $340.0K | 0.14% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,186 | $339.0K | 0.24% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,180 | $338.0K | 0.06% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,164 | $336.0K | 0.02% | +50+2.4% | Added |
| Inscription Capital, LLC | 2,155 | $335.0K | 0.06% | −470−17.9% | Reduced |
| Carolinas Wealth Consulting LLC | 2,142 | $332.0K | 0.08% | +10.0% | Added |
| Vise Technologies, Inc. | 2,116 | $329.0K | 0.13% | +266+14.4% | Added |
| DFPG Investments, LLC | 2,192 | $325.0K | 0.14% | +2+0.1% | Added |
| Westover Capital Advisors, LLC | 2,070 | $321.0K | 0.12% | −70−3.3% | Reduced |
| Meridian Wealth Advisors, LLC | 2,049 | $318.0K | 0.08% | +4+0.2% | Added |
| Zeke Capital Advisors, LLC | 2,042 | $317.0K | 0.02% | −17−0.8% | Reduced |
| Willow Creek Wealth Management Inc. | 2,029 | $315.0K | 0.06% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,016 | $314.0K | 0.09% | +71+3.7% | Added |
| Surevest, LLC | 2,014 | $313.0K | 0.08% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,008 | $312.0K | 0.01% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $311.0K | 0.08% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,003 | $311.0K | 0.07% | +6+0.3% | Added |
| Cambridge Trust Co | 2,002 | $311.0K | 0.01% | +132+7.1% | Added |
| S&CO Inc | 2,000 | $310.0K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,993 | $309.0K | 0.10% | +65+3.4% | Added |
| Centiva Capital, LP | 1,988 | $309.0K | 0.02% | +1,988 | New |
| Asset Management Resources, LLC | 1,976 | $307.0K | 0.26% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,967 | $306.0K | 0.01% | −74−3.6% | Reduced |
| 9258 Wealth Management, LLC | 1,973 | $306.0K | 0.08% | +1,973 | New |
| Kanawha Capital Management LLC | 1,957 | $304.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 1,907 | $298.0K | 0.05% | +4+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,916 | $298.0K | 0.04% | +1,916 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,903 | $295.0K | 0.00% | −266,519−99.3% | Reduced |
| GraniteShares Advisors LLC | 1,895 | $294.0K | 0.22% | −361−16.0% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $292.0K | 0.15% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,882 | $292.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,875 | $291.0K | 0.02% | −778−29.3% | Reduced |
| Bank of the West | 1,867 | $290.0K | 0.04% | −44−2.3% | Reduced |
| Pluribus Labs, LLC | 1,868 | $290.0K | 0.53% | +1,868 | New |
| Abner Herrman & Brock LLC | 1,863 | $289.0K | 0.05% | −144−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,861 | $289.0K | 0.01% | +144+8.4% | Added |
| AdvisorNet Financial, Inc | 1,857 | $288.0K | 0.03% | −345−15.7% | Reduced |
| Cypress Capital Group | 1,854 | $288.0K | 0.04% | −42−2.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,860 | $288.0K | 0.08% | +2+0.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $286.0K | 0.20% | −49−2.6% | Reduced |
| Brookstone Capital Management | 1,829 | $285.0K | 0.01% | −37−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,833 | $285.0K | 0.04% | −28−1.5% | Reduced |
| Essex Financial Services, Inc. | 1,834 | $285.0K | 0.03% | +203+12.4% | Added |
| EP Wealth Advisors, LLC | 1,835 | $285.0K | 0.01% | +1,835 | New |
| Stanley-Laman Group, Ltd. | 1,831 | $284.0K | 0.05% | −517−22.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,831 | $284.0K | 0.06% | −301−14.1% | Reduced |
| Wall Street Access Asset Management, LLC | 1,834 | $284.0K | 0.15% | +1,834 | New |
| Alphasimplex Group, LLC | 1,815 | $282.0K | 2.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,808 | $281.0K | 0.03% | −88−4.6% | Reduced |
| Litman Gregory Asset Management LLC | 1,800 | $279.0K | 0.04% | +1,800 | New |
| 55I, LLC | 1,790 | $278.0K | 0.01% | −5,995−77.0% | Reduced |
| Krane Funds Advisors LLC | 1,771 | $275.0K | 0.01% | −721−28.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,773 | $275.0K | 0.14% | 00.0% | Unchanged |
| Umb Bank N A | 1,760 | $273.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,750 | $272.0K | 0.18% | +1,750 | New |
| Dynamic Advisor Solutions LLC | 1,740 | $270.0K | 0.02% | −6−0.3% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $268.0K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,722 | $267.3K | 0.18% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,722 | $267.0K | 0.05% | −236−12.1% | Reduced |
| Highland Private Wealth Management | 1,711 | $266.0K | 0.04% | +116+7.3% | Added |
| RKL Wealth Management LLC | 1,707 | $265.0K | 0.04% | +404+31.0% | Added |
| Asset Allocation & Management Company, LLC | 1,700 | $264.0K | 0.11% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,700 | $264.0K | 0.09% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,700 | $263.9K | 0.08% | +1,700 | New |
| Lion Street Advisors, LLC | 1,572 | $262.0K | 0.14% | +3+0.2% | Added |
| Riverwater Partners LLC | 1,688 | $262.0K | 0.26% | +1,688 | New |
| Resources Management Corp | 1,681 | $261.0K | 0.04% | +21+1.3% | Added |
| Kinloch Capital, LLC | 1,674 | $260.0K | 0.17% | −20−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,672 | $260.0K | 0.01% | −24−1.4% | Reduced |
| Independent Advisor Alliance | 1,668 | $259.0K | 0.01% | −110−6.2% | Reduced |
| Norris Perne & French LLP | 1,650 | $256.0K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 1,650 | $256.0K | 0.13% | +1,650 | New |
| Rockbridge Investment Management, LCC | 1,639 | $254.5K | 0.06% | 00.0% | Unchanged |
| PFS Investments Inc. | 1,634 | $254.0K | 0.01% | +1,634 | New |
| Drake & Associates, LLC | 1,625 | $252.0K | 0.14% | +1,625 | New |
| CIBC World Markets Inc. | 1,616 | $251.0K | 0.00% | −147−8.3% | Reduced |
| Bailard, Inc. | 1,615 | $251.0K | 0.01% | +60+3.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $250.0K | 0.14% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $249.0K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 1,585 | $248.0K | 0.02% | −55−3.4% | Reduced |