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, 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
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 heldQ2 2026: $73.1B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Stronghold Wealth Management L.L.C.0$00.00%−1,349−100.0%Sold out
Busey Wealth Management0$00.00%−1,291−100.0%Sold out
Old National Bancorp0$00.00%−1,279−100.0%Sold out
Founders Financial Alliance, LLC0$00.00%−1,272−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−1,268−100.0%Sold out
MJP Associates Inc0$00.00%−1,250−100.0%Sold out
Vectors Research Management, LLC0$00.00%−1,248−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,239−100.0%Sold out
Investor's Fiduciary Advisor Network, LLC0$00.00%−1,239−100.0%Sold out
Genesee Capital Advisors, LLC0$00.00%−1,232−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−1,230−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−1,224−100.0%Sold out
Falcon Wealth Planning0$00.00%−1,224−100.0%Sold out
Spartan Wealth Advisory Services LLC0$00.00%−1,222−100.0%Sold out
Paragon Private Wealth Management, LLC0$00.00%−1,221−100.0%Sold out
Root Financial Partners, LLC0$00.00%−1,218−100.0%Sold out
COFG Advisors, LLC0$00.00%−1,211−100.0%Sold out
Acorn Creek Capital LLC0$00.00%−1,204−100.0%Sold out
TRB Wealth Management, LLC0$00.00%−1,200−100.0%Sold out
Tyche Wealth Partners LLC0$00.00%−1,199−100.0%Sold out
Nations Financial Group Inc,0$00.00%−1,197−100.0%Sold out
Courier Capital LLC0$00.00%−1,190−100.0%Sold out
Woodward Diversified Capital, LLC0$00.00%−1,167−100.0%Sold out
Palumbo Wealth Management LLC0$00.00%−1,183−100.0%Sold out
Allegiance Financial Group Advisory Services LLC0$00.00%−1,179−100.0%Sold out
Cahaba Wealth Management, Inc.0$00.00%−1,174−100.0%Sold out
Brady Martz Wealth Solutions, LLC0$00.00%−1,163−100.0%Sold out
Resources Management Corp0$00.00%−1,125−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−1,000−100.0%Sold out
Clayton Financial Group LLC0$00.00%−801−100.0%Sold out
Knuff & Co LLC0$00.00%−780−100.0%Sold out
RWM Asset Management, LLC0$00.00%−748−100.0%Sold out
Optiver Holding B.V.0$00.00%−732−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−540−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−463−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−447−100.0%Sold out
DAGCO, Inc.0$00.00%−379−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−343−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−326−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−317−100.0%Sold out
Addison Advisors LLC0$00.00%−245−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−217−100.0%Sold out
Clear Investment Research, LLC0$00.00%−174−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−173−100.0%Sold out
Aventus Investment Advisors, Inc.0$00.00%−130−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−129−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−103−100.0%Sold out
Barnes Dennig Private Wealth Management LLC0$00.00%−101−100.0%Sold out
Truvestments Capital LLC0$00.00%−88−100.0%Sold out
Field & Main Bank0$00.00%−65−100.0%Sold out
Cherry Tree Wealth Management, LLC0$00.00%−53−100.0%Sold out
Guinness Atkinson Asset Management Inc0$00.00%−44−100.0%Sold out
Vision Retirement, LLC0$00.00%−43−100.0%Sold out
Westend Capital Management, LLC0$00.00%−38−100.0%Sold out
Flagship Wealth Advisors, LLC0$00.00%−30−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−36−100.0%Sold out
Retiremitten Financial LLC0$00.00%−32−100.0%Sold out
Networth Advisors, LLC0$00.00%−26−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−24−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−23−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−19−100.0%Sold out
YANKCOM Partnership0$00.00%−19−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−18−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−17−100.0%Sold out
Napier Financial, LLC0$00.00%−8−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−7−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−6−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−6−100.0%Sold out
Benson Wealth Management INC0$00.00%−5−100.0%Sold out
Estabrook Capital Management0$00.00%−3−100.0%Sold out
Curio Wealth, LLC0$00.00%−3−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−2−100.0%Sold out
Tidemark, LLC0$00.00%−2−100.0%Sold out
3 Factor Indexing, LLC0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Exencial Wealth Advisors, LLC––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
Millington Securities, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Journey Strategic Wealth LLC––––Not filed
Canandaigua National Corp––––Not filed
GM Advisory Group, Inc.––––Not filed
Capital Planning Advisors, LLC––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
USA Financial Portformulas Corp––––Not filed
Evelyn Partners Investment Management Services Ltd––––Not filed
Evelyn Partners Asset Management Ltd––––Not filed
Red Tortoise LLC––––Not filed
McIlrath & Eck, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Anfield Capital Management, LLC––––Not filed