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
Change Path, LLC––––Not filed
Net Worth Advisory Group––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
SFMG, LLC––––Not filed
Vanguard National Trust Co––––Not filed
Charter Trust Co––––Not filed
Krilogy Financial LLC––––Not filed
Perpetual Ltd––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
PDS Planning, Inc––––Not filed
Allred Capital Management, LLC––––Not filed
Baker Ellis Asset Management LLC––––Not filed
Parisi Gray Wealth Management––––Not filed
Inceptionr LLC––––Not filed
Sylvest Advisors, LLC––––Not filed
Kondo Wealth Advisors, Inc.––––Not filed
Buckley Wealth Management, LLC––––Not filed
Sumitomo Life Insurance Co––––Not filed
J. Safra Sarasin Holding AG––––Not filed
James Hambro & Partners––––Not filed
Groupama Asset Managment––––Not filed
Matthew Goff Investment Advisor, LLC––––Not filed
Blueline Advisors LLC––––Not filed
71 West Capital Partners––––Not filed
Aries Wealth Management––––Not filed
Mutual Advisors, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
Empower Advisory Group, LLC––––Not filed
Weiss Asset Management LP––––Not filed
Legacy Wealth Asset Management, LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed
Loudon Investment Management, LLC––––Not filed
Vista Investment Partners LLC––––Not filed
Texas Capital Bank Wealth Management Services Inc––––Not filed
Integrated Advisors Network LLC––––Not filed
NewEdge Wealth, LLC––––Not filed
Eagle Harbor Asset Management Inc––––Not filed
Caldwell Trust Co––––Not filed
Essex Investment Management Co LLC––––Not filed
SBI Okasan Asset Management Co.Ltd.––––Not filed
Noesis Capital Mangement Corp––––Not filed
Fort Sheridan Advisors LLC––––Not filed
Gateway Investment Advisers LLC––––Not filed
Mirabella Financial Services LLP––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
PCM Encore, LLC––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Capstone Investment Advisors, LLC––––Not filed
Armis Advisers, LLC––––Not filed
Ambassador Advisors, LLC––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Strategic Blueprint, LLC––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
Kiley Juergens Wealth Management, LLC––––Not filed
DF Dent & Co Inc––––Not filed
Frec Markets, Inc.––––Not filed
Waller Financial Planning Group, Inc––––Not filed
Permanent Capital Management, LP––––Not filed
Kohmann Bosshard Financial Services, LLC––––Not filed
Parvin Asset Management, LLC––––Not filed
Duncker Streett & Co Inc––––Not filed
Personal Cfo Solutions, LLC––––Not filed
Yanni & Associates Investment Advisors, LLC––––Not filed
Williams Jones Wealth Management, LLC.––––Not filed
Rodgers Brothers Inc.––––Not filed
Vicus Capital––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Howard Capital Management Inc.––––Not filed
Green Harvest Asset Management LLC––––Not filed
Supplemental Annuity Collective Trust of NJ––––Not filed
Bill Few Associates, Inc.––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
RiverFront Investment Group, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Defined Wealth Management, LLC––––Not filed
Advisors Capital Management, LLC––––Not filed
Ellevest, Inc.––––Not filed
Patrick M Sweeney & Associates, Inc––––Not filed
44 Wealth Management LLC––––Not filed
North Star Asset Management Inc––––Not filed
Turtle Creek Wealth Advisors, LLC––––Not filed
Beverly Hills Private Wealth, LLC––––Not filed
Signet Private Wealth LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
CSU Producer Resources, Inc.––––Not filed
First National Trust Co––––Not filed
Connecticut Wealth Management, LLC––––Not filed
Advance Capital Management, Inc.––––Not filed
GeoWealth Management, LLC––––Not filed
Florida Financial Advisors, LLC––––Not filed
VestGen Advisors, LLC––––Not filed
White Pine Investment CO––––Not filed
Mayport, LLC––––Not filed
Modera Wealth Management, LLC––––Not filed
Fulton Bank, N.A.––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Strid Group, LLC––––Not filed
Alerus Financial NA––––Not filed
Sterling Wealth Management, Inc.––––Not filed