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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 16,466 | $2.74M | 0.09% | +2,037+14.1% | Added |
| Boston Private Wealth LLC | 16,469 | $2.74M | 0.17% | −1,900−10.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 16,496 | $2.75M | 0.23% | −379−2.2% | Reduced |
| Suncoast Equity Management | 16,611 | $2.77M | 0.35% | −2,427−12.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,001 | $2.83M | 0.09% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,021 | $2.84M | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 17,076 | $2.85M | 0.05% | −253−1.5% | Reduced |
| Summit Trail Advisors, LLC | 17,118 | $2.85M | 0.04% | +1,444+9.2% | Added |
| Plato Investment Management Ltd | 17,248 | $2.86M | 0.16% | 00.0% | Unchanged |
| Empirical Finance, LLC | 17,218 | $2.87M | 0.12% | +568+3.4% | Added |
| Univest Financial Corp | 17,291 | $2.88M | 0.14% | −440−2.5% | Reduced |
| Qsemble Capital Management, LP | 17,295 | $2.88M | 0.37% | +17,295 | New |
| Kestra Private Wealth Services, LLC | 17,358 | $2.89M | 0.03% | +1,862+12.0% | Added |
| Concurrent Investment Advisors, LLC | 17,547 | $2.92M | 0.02% | −3,835−17.9% | Reduced |
| Heritage Trust Co | 17,650 | $2.94M | 0.25% | +1,044+6.3% | Added |
| Commonwealth Retirement Investments LLC | 17,770 | $2.96M | 0.80% | +17,770 | New |
| Bridgewater Associates, LP | 17,949 | $2.99M | 0.01% | +17,949 | New |
| Financial Engines Advisors L.L.C. | 18,111 | $3.02M | 0.01% | +5,719+46.2% | Added |
| Founders Financial Securities LLC | 18,237 | $3.04M | 0.16% | +1,805+11.0% | Added |
| MAI Capital Management | 18,518 | $3.09M | 0.01% | +3,141+20.4% | Added |
| Brighton Jones LLC | 18,527 | $3.09M | 0.06% | −2,151−10.4% | Reduced |
| Bessemer Group Inc | 18,567 | $3.10M | 0.00% | −1,583−7.9% | Reduced |
| Gamco Investors, Inc. Et Al | 18,695 | $3.12M | 0.03% | −955−4.9% | Reduced |
| Beacon Pointe Advisors, LLC | 18,848 | $3.14M | 0.01% | −6,006−24.2% | Reduced |
| MUFG Securities EMEA plc | 18,858 | $3.14M | 0.03% | −989−5.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,952 | $3.16M | 0.98% | −1,888−9.1% | Reduced |
| Polymer Capital Management (US) LLC | 19,154 | $3.19M | 0.47% | +11,021+135.5% | Added |
| Vise Technologies, Inc. | 19,268 | $3.21M | 0.04% | +1,463+8.2% | Added |
| T. Rowe Price Investment Management, Inc. | 19,334 | $3.22M | 0.00% | +634+3.4% | Added |
| Lafayette Investments, Inc. | 19,437 | $3.24M | 0.60% | +190+1.0% | Added |
| Qube Research & Technologies Ltd | 19,501 | $3.25M | 0.00% | +19,501 | New |
| QRG Capital Management, Inc. | 19,518 | $3.25M | 0.03% | −1,138−5.5% | Reduced |
| Rothschild Investment LLC | 19,637 | $3.27M | 0.12% | +14,086+253.8% | Added |
| Brentview Investment Management LLC | 19,646 | $3.27M | 1.30% | +513+2.7% | Added |
| Monte Financial Group, LLC | 17,501 | $3.32M | 1.06% | +17,501 | New |
| Merit Financial Group, LLC | 19,951 | $3.33M | 0.02% | −8,293−29.4% | Reduced |
| RBF Capital, LLC | 20,000 | $3.33M | 0.14% | 00.0% | Unchanged |
| Becker Capital Management Inc | 20,087 | $3.35M | 0.09% | +3,120+18.4% | Added |
| Brown, Lisle/Cummings, Inc. | 20,401 | $3.40M | 0.76% | +70.0% | Added |
| Axxcess Wealth Management, LLC | 20,527 | $3.42M | 0.05% | +20,527 | New |
| Crossmark Global Holdings, Inc. | 20,583 | $3.43M | 0.04% | −3,119−13.2% | Reduced |
| Moneta Group Investment Advisors LLC | 20,817 | $3.47M | 0.03% | −430−2.0% | Reduced |
| Balyasny Asset Management LLC | 20,849 | $3.47M | 0.01% | +8,361+67.0% | Added |
| Cary Street Partners Financial LLC | 20,863 | $3.48M | 0.08% | +863+4.3% | Added |
| Private Advisor Group, LLC | 21,127 | $3.52M | 0.02% | +8,891+72.7% | Added |
| Keybank National Association | 21,164 | $3.53M | 0.01% | −2,518−10.6% | Reduced |
| Scotia Capital Inc. | 21,188 | $3.53M | 0.01% | −16,977−44.5% | Reduced |
| Morton Community Bank | 21,272 | $3.55M | 0.72% | +445+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 21,278 | $3.55M | 0.02% | −9,783−31.5% | Reduced |
| Machina Capital S.A.S. | 21,297 | $3.55M | 0.56% | +8,299+63.8% | Added |
| BNC Wealth Management, LLC | 21,378 | $3.56M | 0.86% | −500−2.3% | Reduced |
| Agf Management Ltd | 21,495 | $3.58M | 0.01% | −3,331−13.4% | Reduced |
| First Manhattan Co | 21,536 | $3.59M | 0.01% | −7,591−26.1% | Reduced |
| Larson Financial Group LLC | 21,582 | $3.60M | 0.09% | +561+2.7% | Added |
| Ostrum Asset Management | 21,782 | $3.63M | 0.17% | +8,477+63.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 21,929 | $3.65M | 0.13% | +1,983+9.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 22,435 | $3.74M | 0.75% | −165−0.7% | Reduced |
| Squarepoint Ops LLC | 22,898 | $3.82M | 0.01% | −42,364−64.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 23,277 | $3.88M | 0.09% | −5,530−19.2% | Reduced |
| Marks Group Wealth Management, Inc | 23,922 | $3.99M | 0.35% | −10,294−30.1% | Reduced |
| New Mexico Educational Retirement Board | 24,041 | $4.01M | 0.10% | +1,400+6.2% | Added |
| Exchange Traded Concepts, LLC | 24,284 | $4.05M | 0.02% | +4,228+21.1% | Added |
| Harbour Trust & Investment Management Co | 24,365 | $4.06M | 0.39% | −19,868−44.9% | Reduced |
| Hohimer Wealth Management, LLC | 24,453 | $4.08M | 0.42% | +1,317+5.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,460 | $4.08M | 0.03% | −2,386−8.9% | Reduced |
| Louisiana State Employees Retirement System | 24,600 | $4.10M | 0.06% | −100−0.4% | Reduced |
| Snowden Capital Advisors LLC | 24,793 | $4.13M | 0.10% | −1,589−6.0% | Reduced |
| Aviso Financial Inc. | 24,874 | $4.15M | 0.14% | −4,773−16.1% | Reduced |
| Intech Investment Management LLC | 25,237 | $4.21M | 0.04% | −9,133−26.6% | Reduced |
| Bonness Enterprises Inc | 25,300 | $4.22M | 1.36% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 25,391 | $4.23M | 0.65% | −1,106−4.2% | Reduced |
| Harrington Investments, INC | 25,436 | $4.24M | 2.05% | −380−1.5% | Reduced |
| Omers Administration Corp | 25,660 | $4.28M | 0.03% | +2,924+12.9% | Added |
| Motco | 25,673 | $4.28M | 0.37% | +25,414+9,812.4% | Added |
| Brinker Capital Investments, LLC | 25,942 | $4.32M | 0.03% | −23,109−47.1% | Reduced |
| Maryland State Retirement & Pension System | 25,982 | $4.33M | 0.07% | +1,373+5.6% | Added |
| Hudson Valley Investment Advisors Inc | 26,268 | $4.38M | 0.53% | −985−3.6% | Reduced |
| Huntington National Bank | 26,305 | $4.38M | 0.02% | −7,636−22.5% | Reduced |
| Stokes Capital Advisors, LLC | 26,448 | $4.41M | 0.94% | −10,302−28.0% | Reduced |
| Hartford Investment Management Co | 26,653 | $4.44M | 0.13% | −925−3.4% | Reduced |
| Occidental Asset Management, LLC | 26,750 | $4.46M | 0.44% | +945+3.7% | Added |
| Norinchukin Bank, The | 26,895 | $4.48M | 0.04% | −225−0.8% | Reduced |
| Lathrop Investment Management Corp | 27,279 | $4.55M | 0.80% | −4,977−15.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 27,479 | $4.58M | 0.37% | +27,479 | New |
| Conning Inc. | 28,334 | $4.72M | 0.14% | +3,863+15.8% | Added |
| Capitolis Liquid Global Markets LLC | 28,400 | $4.73M | 0.02% | −54,247−65.6% | Reduced |
| Illinois Municipal Retirement Fund | 28,703 | $4.78M | 0.05% | −9,623−25.1% | Reduced |
| Parcion Private Wealth LLC | 28,899 | $4.82M | 0.27% | −994−3.3% | Reduced |
| Sendero Wealth Management, LLC | 28,905 | $4.82M | 0.48% | +27,521+1,988.5% | Added |
| Flputnam Investment Management Co | 28,972 | $4.83M | 0.06% | −22,898−44.1% | Reduced |
| Woodline Partners LP | 30,109 | $5.02M | 0.02% | +10,999+57.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 30,122 | $5.02M | 0.01% | −218,286−87.9% | Reduced |
| Aptus Capital Advisors, LLC | 30,292 | $5.05M | 0.04% | +2,698+9.8% | Added |
| SRS Capital Advisors, Inc. | 30,312 | $5.05M | 0.03% | +19,411+178.1% | Added |
| Brevan Howard Capital Management LP | 30,386 | $5.06M | 0.07% | +17,176+130.0% | Added |
| Cyndeo Wealth Partners, LLC | 30,398 | $5.07M | 0.24% | +16+0.1% | Added |
| Bell Asset Management Ltd | 30,420 | $5.07M | 1.35% | +535+1.8% | Added |
| Advisors Asset Management, Inc. | 30,644 | $5.11M | 0.08% | +228+0.7% | Added |
| Kentucky Retirement Systems | 30,669 | $5.11M | 0.13% | −14,639−32.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 30,761 | $5.13M | 0.18% | −8,795−22.2% | Reduced |