Skip to main content

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, Q3 2026

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 30, 2026. 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
16
0 vs. Q2 2026
Shares held
47.8K
−50.8K (−51.5%) vs. Q2 2026
Total value
$8.16M
−$8.27M (−50.3%) vs. Q2 2026
New holders
0
3 more added
Sold out
0
8 more reduced

1,490 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value held
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2026.

Institutions holding MRSH in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Grp LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Aprio Wealth Management, LLC––––Not filed
Umpqua Bank––––Not filed
Readystate Asset Management LP––––Not filed
Ewa, LLC––––Not filed
Breakwater Capital Group––––Not filed
Maridea Wealth Management LLC––––Not filed
iA Global Asset Management Inc.––––Not filed
Johnson & White Wealth Management, LLC––––Not filed
Triad Wealth Partners, LLC––––Not filed
St Germain D J Co Inc––––Not filed
Stiles Financial Services Inc––––Not filed
Spirepoint Private Client, LLC––––Not filed
Yoffe Investment Management, LLC––––Not filed
Prevail Innovative Wealth Advisors, LLC––––Not filed
Natural Investments, LLC––––Not filed
BIP Wealth, LLC––––Not filed
Drucker Wealth 3.0, LLC––––Not filed
Avidian Wealth Solutions, LLC––––Not filed
PFS Partners, LLC––––Not filed
J.E. Simmons & Co., P.C.––––Not filed
Synergy Investment Management, LLC––––Not filed
Income Insurance Ltd––––Not filed
Detalus Advisors, LLC––––Not filed
Ilex Capital Partners (UK) LLP––––Not filed
FSM Wealth Advisors, LLC––––Not filed
ING Groep NV––––Not filed
Capital Wealth Planning, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Bolthouse Investments, LLC––––Not filed
Reynders McVeigh Capital Management, LLC––––Not filed
Mayflower Financial Advisors, LLC––––Not filed
Main Line Retirement Advisors, LLC––––Not filed
TigerOak Management, L.L.C.––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Cypress Capital Group––––Not filed
Foster Dykema Cabot & Partners, LLC––––Not filed
Klingenstein Fields & Co LP––––Not filed
DV Trading LLC––––Not filed
Summit Global Investments––––Not filed
Cromwell Holdings LLC––––Not filed
Sym Financial Corp––––Not filed
Nwam LLC––––Not filed
Legacy Advisory Services, LLC––––Not filed
Picton Mahoney Asset Management––––Not filed
Lewis Asset Management, LLC––––Not filed
Monticello Wealth Management, LLC––––Not filed
Bank of New Hampshire––––Not filed
Diversified Enterprises, LLC––––Not filed
Drive Wealth Management, LLC––––Not filed
Innovative Asset Advisors Group, LLC––––Not filed
Outlook Wealth Advisors, LLC––––Not filed
HCR Wealth Advisors––––Not filed
BFSG, LLC––––Not filed
Rice Hall James & Associates, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Essex Savings Bank––––Not filed
Everpar Advisors LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Claro Advisors LLC––––Not filed
PUREfi Wealth, LLC––––Not filed
Family Wealth Partners, LLC––––Not filed
Onefund, LLC––––Not filed
Investment Research Partners LLC––––Not filed
First Nebraska Trust Co––––Not filed
Carret Asset Management, LLC––––Not filed
Hudson Bay Capital Management LP––––Not filed
Mission Creek Capital Partners, Inc.––––Not filed
Benchmark Financial Wealth Advisors, LLC––––Not filed
Advisor OS, LLC––––Not filed
Financial Planning Hawaii, Inc.––––Not filed
River Road Asset Management, LLC––––Not filed
Amplius Wealth Advisors, LLC––––Not filed
Meridian Wealth Management, LLC––––Not filed
Signature Estate & Investment Advisors LLC––––Not filed
AGH Wealth Advisors, LLC––––Not filed
Tritonpoint Wealth, LLC––––Not filed
Caden Capital Partners, LP––––Not filed
SlateStone Wealth, LLC––––Not filed
Nichols & Pratt Advisers LLP––––Not filed
SmartHarvest Portfolios, LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Everett Harris & Co––––Not filed
Focused Wealth Management, Inc––––Not filed
Avail Investment Partners, LLC––––Not filed
Norris Perne & French LLP––––Not filed
Cambient Family Office, LLC––––Not filed
Millstone Evans Group, LLC––––Not filed
Kinloch Capital, LLC––––Not filed
Brown Miller Wealth Management, LLC––––Not filed
Sun Group Wealth Partners––––Not filed
Genesis Private Wealth, LLC––––Not filed
Stonebrook Private Inc.––––Not filed
National Asset Management, Inc.––––Not filed
RFG Advisory, LLC––––Not filed
Platform Technology Partners––––Not filed
XTX Topco Ltd––––Not filed
Angeles Wealth Management, LLC––––Not filed
Parthenon LLC––––Not filed