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 |
|---|---|---|---|---|---|
| RHL Group, LLC | 54 | $9.02K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 55 | $9.15K | 0.00% | −45−45.0% | Reduced |
| Cornerstone Financial Management LLC | 55 | $9.17K | 0.01% | +29+111.5% | Added |
| GHP Investment Advisors, Inc. | 56 | $9.33K | 0.00% | −16−22.2% | Reduced |
| Hughes Financial Services, LLC | 56 | $9.33K | 0.00% | +17+43.6% | Added |
| First Command Advisory Services, Inc. | 58 | $9.67K | 0.00% | −8−12.1% | Reduced |
| McGuire Capital Advisors Inc | 58 | $9.67K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 59 | $9.83K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 61 | $10.2K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 61 | $10.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 62 | $10.3K | 0.00% | +12+24.0% | Added |
| Copia Wealth Management | 62 | $10.3K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 63 | $10.5K | 0.00% | +63 | New |
| Marquette Asset Management, LLC | 65 | $10.8K | 0.00% | +54+490.9% | Added |
| Allied Private Wealth LLC | 61 | $11.0K | 0.01% | +61 | New |
| Avion Wealth | 70 | $11.0K | 0.00% | +7+11.1% | Added |
| Aspect Partners, LLC | 68 | $11.3K | 0.00% | −8−10.5% | Reduced |
| Kilter Group LLC | 69 | $11.5K | 0.00% | −23−25.0% | Reduced |
| Ogorek Anthony Joseph | 74 | $12.0K | 0.00% | −15−16.9% | Reduced |
| 1248 Management, LLC | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 72 | $12.1K | 0.00% | −131−64.5% | Reduced |
| Arlington Trust Co LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 75 | $12.5K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 76 | $12.7K | 0.00% | +53+230.4% | Added |
| Whipplewood Advisors, LLC | 78 | $13.0K | 0.01% | −230−74.7% | Reduced |
| TD Capital Management LLC | 79 | $13.1K | 0.00% | −21−21.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 80 | $13.3K | 0.01% | −4−4.8% | Reduced |
| FWL Investment Management, LLC | 80 | $13.3K | 0.00% | +80 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 82 | $13.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 83 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 83 | $13.8K | 0.00% | +29+53.7% | Added |
| Mascoma Wealth Management LLC | 85 | $14.2K | 0.00% | +2+2.4% | Added |
| DT Investment Partners, LLC | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 94 | $15.7K | 0.00% | +94 | New |
| WealthCollab, LLC | 95 | $15.8K | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 95 | $15.9K | 0.01% | −8,661−98.9% | Reduced |
| Cypress Capital Management LLC (WY) | 97 | $16.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 101 | $16.8K | 0.00% | −291−74.2% | Reduced |
| Wilkerson Advisory Group LLC | 103 | $17.2K | 0.01% | +16+18.4% | Added |
| Axxion S.A. | 105 | $17.5K | 0.00% | +105 | New |
| Raffa Wealth Management, LLC | 107 | $17.8K | 0.00% | −7−6.1% | Reduced |
| Spire Wealth Management | 108 | $17.9K | 0.00% | −11,063−99.0% | Reduced |
| Clear Street Markets LLC | 112 | $18.7K | 0.00% | +32+40.0% | Added |
| Highline Wealth Partners LLC | 112 | $18.7K | 0.00% | +27+31.8% | Added |
| Clal Insurance Enterprises Holdings Ltd | 114 | $19.0K | 0.00% | −25−18.0% | Reduced |
| Fortitude Family Office, LLC | 115 | $19.2K | 0.00% | −87−43.1% | Reduced |
| Delos Wealth Advisors, LLC | 115 | $19.2K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 118 | $19.7K | 0.00% | +118 | New |
| Webster Bank, N. A. | 119 | $19.8K | 0.00% | −178−59.9% | Reduced |
| Covestor Ltd | 119 | $20.0K | 0.01% | −11−8.5% | Reduced |
| PlanVest Financial, Inc | 121 | $20.2K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 121 | $20.2K | 0.00% | +12+11.0% | Added |
| Creative Financial Designs Inc | 125 | $20.8K | 0.00% | +110+733.3% | Added |
| Horizon Bancorp Inc | 124 | $21.0K | 0.01% | −11−8.1% | Reduced |
| Piscataqua Savings Bank | 129 | $21.5K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 129 | $21.5K | 0.01% | +8+6.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 134 | $22.3K | 0.00% | +45+50.6% | Added |
| Essential Investment Partners LLC | 135 | $22.5K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 142 | $23.7K | 0.00% | −52−26.8% | Reduced |
| Atlas Capital Advisors LLC | 151 | $25.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 157 | $26.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 159 | $26.5K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $27.0K | 0.00% | −43−20.9% | Reduced |
| Capital Advisors, Ltd. LLC | 162 | $27.0K | 0.00% | +99+157.1% | Added |
| JFS Wealth Advisors, LLC | 163 | $27.2K | 0.00% | −17−9.4% | Reduced |
| Canton Hathaway, LLC | 164 | $27.3K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 166 | $27.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 169 | $28.2K | 0.01% | −1,220−87.8% | Reduced |
| Joseph Group Capital Management | 171 | $28.5K | 0.01% | +63+58.3% | Added |
| JPL Wealth Management, LLC | 171 | $28.5K | 0.01% | −108−38.7% | Reduced |
| Albion Financial Group | 180 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bayban | 181 | $30.2K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 182 | $30.3K | 0.00% | −65−26.3% | Reduced |
| Rogco, LP | 183 | $30.5K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 185 | $30.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 186 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $31.2K | 0.00% | +38+25.5% | Added |
| First Pacific Financial | 191 | $31.8K | 0.00% | −47−19.7% | Reduced |
| Ameriflex Group, Inc. | 195 | $32.5K | 0.01% | +23+13.4% | Added |
| Tiaa Trust, National Association | 201 | $33.5K | 0.00% | −215−51.7% | Reduced |
| Kemnay Advisory Services Inc. | 203 | $33.8K | 0.00% | +8+4.1% | Added |
| Trifecta Capital Advisors, LLC | 206 | $34.3K | 0.00% | +6+3.0% | Added |
| Princeton Global Asset Management LLC | 207 | $34.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 212 | $35.3K | 0.00% | −59−21.8% | Reduced |
| Westside Investment Management, Inc. | 218 | $36.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 221 | $36.8K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 199 | $37.3K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 227 | $37.8K | 0.00% | −1,225−84.4% | Reduced |
| Tompkins Financial Corp | 229 | $38.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 230 | $38.3K | 0.00% | −106−31.5% | Reduced |
| Solstein Capital, LLC | 231 | $38.5K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 246 | $41.0K | 0.01% | −105−29.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 246 | $41.0K | 0.01% | +18+7.9% | Added |
| Stone House Investment Management, LLC | 249 | $41.4K | 0.01% | +59+31.1% | Added |
| Ancora Advisors, LLC | 251 | $41.8K | 0.00% | −974−79.5% | Reduced |
| GW&K Investment Management, LLC | 251 | $42.0K | 0.00% | −19−7.0% | Reduced |
| Rialto Wealth Management, LLC | 254 | $42.3K | 0.01% | +26+11.4% | Added |
| CoreCap Advisors, LLC | 263 | $43.8K | 0.00% | +20+8.2% | Added |