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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ledyard National Bank | 9,210 | $1.54M | 0.12% | +322+3.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,305 | $1.55M | 0.00% | +537+6.1% | Added |
| Resources Investment Advisors, LLC. | 9,373 | $1.56M | 0.01% | −5,694−37.8% | Reduced |
| Accurate Wealth Management, LLC | 8,770 | $1.56M | 0.15% | −1,358−13.4% | Reduced |
| Landscape Capital Management, L.L.C. | 9,425 | $1.57M | 0.10% | +1,662+21.4% | Added |
| Ascent Group, LLC | 9,457 | $1.58M | 0.05% | −5,845−38.2% | Reduced |
| Quadrant Capital Group LLC | 9,559 | $1.59M | 0.04% | −4,349−31.3% | Reduced |
| We Are One Seven, LLC | 9,568 | $1.59M | 0.03% | −762−7.4% | Reduced |
| Argent Trust Co | 9,605 | $1.60M | 0.05% | −3,059−24.2% | Reduced |
| Voleon Capital Management LP | 9,728 | $1.62M | 0.03% | −33,027−77.2% | Reduced |
| AMG National Trust Bank | 9,747 | $1.62M | 0.03% | +8,433+641.8% | Added |
| Vestcor Inc | 9,880 | $1.65M | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,900 | $1.65M | 0.02% | +1,253+14.5% | Added |
| Transcend Wealth Collective, LLC | 9,909 | $1.65M | 0.11% | −1,002−9.2% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.67M | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,005 | $1.67M | 0.02% | −3,834−27.7% | Reduced |
| Tema ETFs LLC | 10,029 | $1.67M | 0.05% | +870+9.5% | Added |
| Front Row Advisors LLC | 8,854 | $1.69M | 0.49% | −211−2.3% | Reduced |
| Wealthcare Advisory Partners LLC | 10,161 | $1.69M | 0.03% | −46−0.5% | Reduced |
| Ritholtz Wealth Management | 10,253 | $1.71M | 0.03% | −297−2.8% | Reduced |
| V-Square Quantitative Management LLC | 10,357 | $1.73M | 0.16% | +419+4.2% | Added |
| Jane Street Group, LLC | 10,391 | $1.73M | 0.00% | +10,391 | New |
| Pensionmark Financial Group, LLC | 10,013 | $1.73M | 0.03% | −213−2.1% | Reduced |
| Phoenix Holdings Ltd. | 10,327 | $1.73M | 0.01% | −1,698−14.1% | Reduced |
| Capital Asset Advisory Services LLC | 10,559 | $1.76M | 0.06% | +1,242+13.3% | Added |
| Cincinnati Indemnity Co | 10,596 | $1.77M | 4.30% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,660 | $1.78M | 0.02% | −1,170−9.9% | Reduced |
| Foundations Investment Advisors, LLC | 10,709 | $1.78M | 0.02% | +8,507+386.3% | Added |
| Banque Cantonale Vaudoise | 10,769 | $1.79M | 0.07% | −12,845−54.4% | Reduced |
| Summit Financial, LLC | 10,773 | $1.80M | 0.02% | +2,283+26.9% | Added |
| PFG Advisors | 10,805 | $1.80M | 0.09% | +738+7.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,834 | $1.81M | 0.01% | −224−2.0% | Reduced |
| Citizens Financial Group Inc | 10,874 | $1.81M | 0.02% | −127−1.2% | Reduced |
| Coldstream Capital Management Inc | 10,931 | $1.82M | 0.02% | −1,463−11.8% | Reduced |
| Trust Point Inc. | 11,099 | $1.85M | 0.16% | +6,685+151.4% | Added |
| Longfellow Investment Management Co LLC | 11,106 | $1.85M | 0.38% | +2,303+26.2% | Added |
| HBK Sorce Advisory LLC | 9,673 | $1.85M | 0.04% | −170−1.7% | Reduced |
| Osmosis Investment Management UK Ltd | 11,225 | $1.87M | 0.09% | −14,785−56.8% | Reduced |
| Ashton Thomas Securities, LLC | 11,261 | $1.87M | 0.28% | −2,168−16.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 11,376 | $1.90M | 0.40% | +11,376 | New |
| NBT Bank N A | 11,391 | $1.90M | 0.13% | −4,071−26.3% | Reduced |
| Integrated Wealth Concepts LLC | 11,396 | $1.90M | 0.01% | −5,991−34.5% | Reduced |
| American Trust | 11,425 | $1.90M | 0.15% | −1,348−10.6% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,433 | $1.91M | 0.07% | −416−3.5% | Reduced |
| Howland Capital Management LLC | 11,486 | $1.91M | 0.07% | +40.0% | Added |
| Meeder Advisory Services, Inc. | 11,506 | $1.92M | 0.07% | +805+7.5% | Added |
| Mission Wealth Management, LP | 11,525 | $1.92M | 0.02% | +3,987+52.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,612 | $1.93M | 0.01% | −4,299−27.0% | Reduced |
| RSM US Wealth Management LLC | 11,613 | $1.94M | 0.02% | −747−6.0% | Reduced |
| South Dakota Investment Council | 11,652 | $1.94M | 0.03% | 00.0% | Unchanged |
| Annandale Capital, LLC | 12,480 | $1.95M | 0.29% | −8,900−41.6% | Reduced |
| Dark Forest Capital Management LP | 11,710 | $1.95M | 0.13% | +11,710 | New |
| Park Avenue Securities LLC | 12,070 | $2.01M | 0.01% | −1,943−13.9% | Reduced |
| 111 Capital | 12,354 | $2.06M | 0.35% | +12,354 | New |
| Mechanics Bank Trust Department | 12,380 | $2.06M | 0.26% | −342−2.7% | Reduced |
| Kimelman & Baird, LLC | 12,630 | $2.11M | 0.16% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 12,646 | $2.11M | 0.04% | +2,010+18.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,727 | $2.12M | 0.13% | −261−2.0% | Reduced |
| Everence Capital Management Inc | 12,791 | $2.13M | 0.11% | −641−4.8% | Reduced |
| Chicago Partners Investment Group LLC | 12,123 | $2.14M | 0.04% | +2,338+23.9% | Added |
| Buckingham Strategic Partners | 12,917 | $2.15M | 0.02% | −6,740−34.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,076 | $2.18M | 0.03% | +2,910+28.6% | Added |
| Dynamic Technology Lab Private Ltd | 13,092 | $2.18M | 0.49% | +13,092 | New |
| TCW Group Inc | 13,162 | $2.19M | 0.01% | −109−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,211 | $2.20M | 0.10% | +66+0.5% | Added |
| Miracle Mile Advisors, LLC | 13,325 | $2.22M | 0.03% | −73−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 13,506 | $2.25M | 0.01% | −1,355−9.1% | Reduced |
| Warren Averett Asset Management, LLC | 13,657 | $2.28M | 0.01% | −1,378−9.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 13,683 | $2.28M | 0.17% | +13,683 | New |
| Palouse Capital Management, Inc. | 13,706 | $2.28M | 1.42% | −160−1.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 13,738 | $2.29M | 0.03% | −4,923−26.4% | Reduced |
| Securian Asset Management, Inc | 12,798 | $2.33M | 0.08% | −335−2.6% | Reduced |
| Hancock Whitney Corp | 14,022 | $2.34M | 0.04% | −2,938−17.3% | Reduced |
| Union Heritage Capital, LLC | 14,064 | $2.34M | 0.79% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,106 | $2.35M | 0.01% | +6,210+78.6% | Added |
| Ronald Blue Trust, Inc. | 14,142 | $2.36M | 0.02% | +267+1.9% | Added |
| Adage Capital Partners GP, L.L.C. | 14,160 | $2.36M | 0.00% | −339,501−96.0% | Reduced |
| Zurich Insurance Group Ltd | 14,200 | $2.37M | 0.02% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 14,300 | $2.38M | 0.08% | −400−2.7% | Reduced |
| Kinneret Advisory, LLC | 14,306 | $2.38M | 0.19% | 00.0% | Unchanged |
| North Dakota State Investment Board | 14,445 | $2.41M | 0.10% | +148+1.0% | Added |
| Burling Wealth Partners, LLC | 14,455 | $2.41M | 0.35% | −2,837−16.4% | Reduced |
| MUFG Securities Americas Inc. | 14,512 | $2.42M | 0.12% | +1,116+8.3% | Added |
| Evelyn Partners Group Ltd | 14,517 | $2.42M | 0.05% | +14,517 | New |
| Freestone Capital Holdings, LLC | 14,593 | $2.43M | 0.06% | +293+2.0% | Added |
| Equitable Holdings, Inc. | 14,723 | $2.45M | 0.01% | −2,368−13.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,829 | $2.47M | 0.01% | +474+3.3% | Added |
| Metis Global Partners, LLC | 14,859 | $2.48M | 0.06% | −9,987−40.2% | Reduced |
| Sequoia Financial Advisors, LLC | 15,030 | $2.51M | 0.01% | −4,028−21.1% | Reduced |
| Cresset Asset Management, LLC | 15,049 | $2.51M | 0.01% | +802+5.6% | Added |
| Vestor Capital, LLC | 48,400 | $2.51M | 0.21% | +47,598+5,934.9% | Added |
| Dean Investment Associates, LLC | 15,267 | $2.54M | 0.33% | −1,176−7.2% | Reduced |
| Element Squared LLC | 15,375 | $2.56M | 1.27% | +15,375 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,448 | $2.57M | 0.03% | −43−0.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 15,532 | $2.59M | 0.02% | −6,387−29.1% | Reduced |
| Commerzbank Aktiengesellschaft | 15,543 | $2.59M | 0.05% | −821−5.0% | Reduced |
| Essex LLC | 15,664 | $2.61M | 0.40% | −1,001−6.0% | Reduced |
| CAPROCK Group, Inc. | 15,753 | $2.63M | 0.05% | +3,347+27.0% | Added |
| HB Wealth Management, LLC | 16,262 | $2.71M | 0.02% | −1,880−10.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,309 | $2.72M | 0.00% | −27,740−63.0% | Reduced |