Marsh & McLennan Companies, Inc.

MRSH

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0000062709

SEC filings (opens in a new tab)

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 2026

Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 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

Institutional holders: 1,506; −24 vs. Q1 2026
Shares held: 438.4M; −149.9K (0.0%) vs. Q1 2026
Total value: $73.1B; −$3.00B (−3.9%) vs. Q1 2026
New holders: 144; 482 more added
Sold out: 168; 663 more reduced

18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,506 institutions

Value heldQ2 2026: $73.1B

Institutions holding MRSH and their total value by quarter
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 2026

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2026.

Institutions holding MRSH in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Evolution Advisers, Inc.	3	$0	0.00%	+3	New
Navigoe, LLC	3	$0	0.00%	+3	New
Darwin Advisors, LLC	0	$58	0.00%	0	New
Abound Wealth Management	1	$104	0.00%	−76−98.7%	Reduced
Trust Co	1	$167	0.00%	−2,400−100.0%	Reduced
Valley National Advisers Inc	1	$167	0.00%	−31−96.9%	Reduced
Maryland Capital Advisors Inc.	1	$167	0.00%	+1	New
Highland Investment Advisors LLC	1	$167	0.00%	+1	New
Y.D. More Investments Ltd	310	$173	0.00%	+1+0.3%	Added
Cordant, Inc.	2	$251	0.00%	+2	New
Halbert Hargrove Global Advisors, LLC	2	$275	0.00%	+2	New
Elevated Capital Advisors, LLC	2	$333	0.00%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	2	$333	0.00%	+2	New
Quaker Wealth Management, LLC	2	$334	0.00%	−13−86.7%	Reduced
IMA Wealth, Inc.	3	$500	0.00%	+3	New
Richardson Financial Services Inc.	4	$667	0.00%	−342−98.8%	Reduced
Caitong International Asset Management Co., Ltd	4	$667	0.00%	−2−33.3%	Reduced
Seneschal Advisors, LLC	4	$667	0.00%	−1−20.0%	Reduced
West Branch Capital LLC	4	$667	0.00%	00.0%	Unchanged
Nvest Wealth Strategies, Inc.	4	$667	0.00%	+4	New
DecisionPoint Financial, LLC	4	$689	0.00%	−2−33.3%	Reduced
Activest Wealth Management	5	$833	0.00%	−338−98.5%	Reduced
Breakwater Investment Management	6	$1.00K	0.00%	+3+100.0%	Added
Tradewinds Capital Management, LLC	7	$1.17K	0.00%	−22−75.9%	Reduced
Lummis Asset Management, LP	7	$1.17K	0.00%	+7	New
Key Capital Management, INC	8	$1.33K	0.00%	−9−52.9%	Reduced
Noble Wealth Management PBC	8	$1.33K	0.00%	+8	New
MPWM Advisory Solutions, LLC	9	$1.50K	0.00%	00.0%	Unchanged
Godfrey Financial Associates, Inc.	9	$1.50K	0.00%	00.0%	Unchanged
Monetary Solutions, Ltd	9	$1.50K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	9	$1.50K	0.00%	+9	New
BankPlus Trust Department	10	$1.67K	0.00%	−277−96.5%	Reduced
NVWM, LLC	10	$1.67K	0.00%	−3−23.1%	Reduced
Marshall Investment Management, LLC	10	$1.67K	0.00%	+10	New
Lloyd Advisory Services, LLC.	10	$1.68K	0.00%	+10	New
Asset Planning,Inc	12	$2.00K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	12	$2.00K	0.00%	+12	New
Sittner & Nelson, LLC	12	$2.00K	0.00%	+12	New
MJT & Associates Financial Advisory Group, Inc.	12	$2.00K	0.00%	+12	New
MTM Investment Management, LLC	13	$2.17K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	13	$2.17K	0.00%	+6+85.7%	Added
Planning Strategies Inc.	13	$2.17K	0.00%	+13	New
Brooklyn FI, LLC	13	$2.29K	0.00%	+13	New
Corsicana & Co.	14	$2.33K	0.00%	00.0%	Unchanged
Downshift Financial, LLC	15	$2.50K	0.00%	+15	New
WestEnd Advisors, LLC	16	$2.67K	0.00%	00.0%	Unchanged
Archer Investment Corp	16	$2.67K	0.00%	00.0%	Unchanged
PayPay Securities Corp	17	$2.83K	0.11%	+1+6.3%	Added
Davis Capital Management	17	$2.83K	0.00%	+12+240.0%	Added
Main Street Group, LTD	17	$2.90K	0.00%	00.0%	Unchanged
Harborfront Financial Group LLC	18	$3.02K	0.01%	+18	New
Bradley & Co. Private Wealth Management, LLC	19	$3.17K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	19	$3.17K	0.00%	−15−44.1%	Reduced
United Community Bank	19	$3.17K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	19	$3.17K	0.00%	+19	New
Strive Financial Group ,LLC	20	$3.33K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	20	$3.33K	0.00%	+20	New
TFC Financial Management	20	$3.33K	0.00%	−9−31.0%	Reduced
Salem Investment Counselors Inc	20	$3.33K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	20	$3.33K	0.00%	00.0%	Unchanged
Markowski Investments	21	$3.50K	0.00%	+21	New
Prudent Man Investment Management, Inc.	19	$3.52K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	20	$3.57K	0.00%	00.0%	Unchanged
Cornerstone National Bank & Trust Co	21	$3.62K	0.00%	−354−94.4%	Reduced
Buck Wealth Strategies, LLC	22	$3.67K	0.00%	+22	New
Torren Management, LLC	23	$3.83K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	24	$4.00K	0.00%	+11+84.6%	Added
Clark Wealth Partners	24	$4.00K	0.00%	+17+242.9%	Added
Valued Wealth Advisors LLC	24	$4.05K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	25	$4.17K	0.00%	+25	New
Toth Financial Advisory Corp	25	$4.17K	0.00%	00.0%	Unchanged
Sunrise Financial Services, LLC	26	$4.33K	0.00%	+4+18.2%	Added
Provenance Wealth Advisors, LLC	27	$4.50K	0.00%	+3+12.5%	Added
DiNuzzo Private Wealth, Inc.	27	$4.50K	0.00%	−1−3.6%	Reduced
Atomic Invest LLC	28	$4.63K	0.00%	−1−3.4%	Reduced
Burk Holdings LLC	30	$5.00K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	31	$5.17K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	32	$5.33K	0.00%	00.0%	Unchanged
Measured Wealth Private Client Group, LLC	32	$5.33K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	33	$5.53K	0.01%	+9+37.5%	Added
Rakuten Securities, Inc.	34	$5.67K	0.00%	+25+277.8%	Added
Asset Dedication, LLC	35	$5.83K	0.00%	−109−75.7%	Reduced
TSFG, LLC	35	$6.00K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	37	$6.17K	0.00%	+1+2.8%	Added
Alpine Bank Wealth Management	38	$6.33K	0.00%	+38	New
Private Wealth Management Group, LLC	38	$6.33K	0.00%	+14+58.3%	Added
Crews Bank & Trust	39	$6.50K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	39	$6.50K	0.00%	+13+50.0%	Added
ORG Wealth Partners, LLC	40	$6.67K	0.00%	−919−95.8%	Reduced
Bullock Wealth Management Group	39	$6.71K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	42	$7.00K	0.00%	00.0%	Unchanged
Investors Research Corp	45	$7.50K	0.00%	00.0%	Unchanged
Evolution Wealth Management Inc.	45	$7.50K	0.00%	+13+40.6%	Added
Signature Equity Partners, LLC	45	$7.53K	0.00%	−35−43.8%	Reduced
LifeSteps Financial, Inc.	46	$7.67K	0.00%	+46	New
CBIZ Investment Advisory Services, LLC	45	$7.80K	0.00%	00.0%	Unchanged
Operose Advisors LLC	47	$7.83K	0.00%	−124−72.5%	Reduced
North Star Investment Management Corp.	48	$8.00K	0.00%	+36+300.0%	Added
Chung Wu Investment Group, LLC	51	$8.50K	0.01%	−51−50.0%	Reduced
Miller Global Investments, LLC	53	$8.83K	0.01%	00.0%	Unchanged