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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 264 | $44.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 271 | $45.1K | 0.00% | +271 | New |
| South State Corp. | 274 | $45.7K | 0.00% | −48−14.9% | Reduced |
| Triumph Capital Management | 274 | $45.7K | 0.01% | −5−1.8% | Reduced |
| Nemes Rush Group LLC | 276 | $46.0K | 0.00% | +3+1.1% | Added |
| Dunhill Financial, LLC | 277 | $46.3K | 0.01% | +15+5.7% | Added |
| Johnson Financial Group, Inc. | 278 | $46.3K | 0.00% | −142−33.8% | Reduced |
| Perkins Coie Trust Co | 286 | $47.7K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 286 | $47.7K | 0.00% | −95−24.9% | Reduced |
| Loomis Sayles & Co L P | 286 | $47.7K | 0.00% | +248+652.6% | Added |
| Fedenia Advisers LLC | 291 | $48.5K | 0.01% | +291 | New |
| Walleye Capital LLC | 295 | $49.2K | 0.00% | −1,354−82.1% | Reduced |
| Park Place Capital Corp | 296 | $49.3K | 0.01% | −551−65.1% | Reduced |
| Acumen Wealth Advisors, LLC | 300 | $50.0K | 0.01% | −54−15.3% | Reduced |
| Chelsea Counsel Co | 300 | $50.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 300 | $50.0K | 0.06% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 301 | $50.2K | 0.00% | +168+126.3% | Added |
| Glen Eagle Advisors, LLC | 305 | $50.8K | 0.01% | −21−6.4% | Reduced |
| S&T Bank | 305 | $50.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 305 | $50.8K | 0.00% | +5+1.7% | Added |
| HighMark Wealth Management LLC | 308 | $51.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 312 | $52.0K | 0.00% | +85+37.4% | Added |
| Cornerstone Planning Group LLC | 304 | $53.5K | 0.01% | −66−17.8% | Reduced |
| Meramec Financial Planners, LLC | 300 | $55.0K | 0.02% | +18+6.4% | Added |
| WPG Advisers, LLC | 337 | $56.2K | 0.03% | +53+18.7% | Added |
| Ares Financial Consulting, LLC | 344 | $57.3K | 0.04% | +9+2.7% | Added |
| Axiom Investment Management LLC | 349 | $58.2K | 0.04% | −10−2.8% | Reduced |
| Purpose Unlimited Inc. | 354 | $59.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 356 | $59.3K | 0.02% | −3−0.8% | Reduced |
| Anchor Investment Management, LLC | 356 | $59.4K | 0.00% | +248+229.6% | Added |
| Silvant Capital Management LLC | 358 | $59.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 368 | $61.3K | 0.04% | −66−15.2% | Reduced |
| Leonteq Securities AG | 383 | $63.8K | 0.00% | −2,699−87.6% | Reduced |
| Colonial Trust Co | 386 | $64.3K | 0.01% | −190−33.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 387 | $64.5K | 0.09% | −1−0.3% | Reduced |
| Independence Bank of Kentucky | 395 | $65.8K | 0.01% | −316−44.4% | Reduced |
| Minot DeBlois Advisors LLC | 400 | $66.7K | 0.06% | 00.0% | Unchanged |
| Guardian Partners Inc. | 400 | $66.7K | 0.01% | +400 | New |
| Morse Asset Management, Inc | 405 | $67.5K | 0.01% | −150−27.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 410 | $68.3K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 412 | $68.7K | 0.02% | +2+0.5% | Added |
| GF Fund Management Co. Ltd. | 415 | $69.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 425 | $70.8K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 429 | $71.5K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 435 | $72.5K | 0.03% | +15+3.6% | Added |
| Kozak & Associates, Inc. | 431 | $74.2K | 0.01% | +2+0.5% | Added |
| Maseco LLP | 448 | $74.6K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $75.0K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 453 | $75.5K | 0.04% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 454 | $75.6K | 0.08% | +96+26.8% | Added |
| Silver Grove Financial Group, Inc. | 454 | $75.7K | 0.04% | +454 | New |
| State of Wyoming | 455 | $75.8K | 0.01% | +455 | New |
| Merrithew & Thorsten Inc | 463 | $77.0K | 0.07% | +3+0.7% | Added |
| USA Financial Formulas | 466 | $77.7K | 0.01% | +466 | New |
| Jackson, Grant Investment Advisers, Inc. | 470 | $78.4K | 0.02% | +2+0.4% | Added |
| Sachetta, LLC | 473 | $78.8K | 0.04% | +51+12.1% | Added |
| ZRC Wealth Management, LLC | 476 | $79.4K | 0.02% | +165+53.1% | Added |
| Salomon & Ludwin, LLC | 477 | $82.1K | 0.01% | +5+1.1% | Added |
| Key Financial Inc | 493 | $82.2K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 498 | $83.0K | 0.02% | +54+12.2% | Added |
| Baillie Gifford & Co | 511 | $85.2K | 0.00% | −63,897−99.2% | Reduced |
| LRI Investments, LLC | 511 | $85.2K | 0.01% | +80+18.6% | Added |
| Osterweis Capital Management Inc | 513 | $85.5K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 514 | $85.7K | 0.03% | −55−9.7% | Reduced |
| Simplex Trading, LLC | 531 | $88.5K | 0.00% | −1,362−71.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 538 | $89.7K | 0.03% | +66+14.0% | Added |
| Manning & Napier Advisors LLC | 548 | $91.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 553 | $92.2K | 0.01% | −6−1.1% | Reduced |
| Quent Capital, LLC | 564 | $94.0K | 0.01% | −279−33.1% | Reduced |
| REAP Financial Group, LLC | 580 | $96.7K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $100.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 629 | $104.9K | 0.06% | +3+0.5% | Added |
| True Wealth Design, LLC | 632 | $105.3K | 0.03% | −941−59.8% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 633 | $105.5K | 0.00% | −315−33.2% | Reduced |
| Clean Yield Group | 646 | $107.7K | 0.03% | +460+247.3% | Added |
| UMA Financial Services, Inc. | 649 | $108.1K | 0.01% | +348+115.6% | Added |
| HHM Wealth Advisors, LLC | 666 | $111.0K | 0.01% | −74−10.0% | Reduced |
| Institute for Wealth Management, LLC. | 691 | $115.2K | 0.01% | +691 | New |
| Washington Trust Advisors, Inc. | 692 | $115.3K | 0.01% | +30+4.5% | Added |
| Central Trust Co | 710 | $118.3K | 0.00% | −189−21.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 713 | $118.8K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 746 | $124.3K | 0.04% | +746 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 750 | $125.0K | 0.04% | +140+23.0% | Added |
| Atlantic Trust, LLC | 751 | $125.2K | 0.02% | +83+12.4% | Added |
| Tower Trust & Investment Co | 828 | $138.0K | 0.08% | −3,233−79.6% | Reduced |
| Lavaca Capital LLC | 828 | $138.0K | 0.01% | +128+18.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 857 | $142.8K | 0.02% | +614+252.7% | Added |
| CVA Family Office, LLC | 869 | $144.8K | 0.01% | −464−34.8% | Reduced |
| Rosenberg Matthew Hamilton | 884 | $147.3K | 0.03% | +328+59.0% | Added |
| Swiss Re Ltd | 901 | $150.2K | 0.01% | +742+466.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 941 | $156.8K | 0.06% | +26+2.8% | Added |
| Trust Co of Vermont | 945 | $157.5K | 0.01% | +945 | New |
| MV Capital Management, Inc. | 973 | $162.2K | 0.01% | −56−5.4% | Reduced |
| Bogart Wealth, LLC | 1,013 | $168.8K | 0.01% | −7−0.7% | Reduced |
| Hollencrest Capital Management | 1,039 | $173.2K | 0.01% | −119−10.3% | Reduced |
| Rossby Financial, LCC | 1,085 | $180.8K | 0.03% | −1,619−59.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,122 | $187.0K | 0.01% | −12−1.1% | Reduced |
| West Paces Advisors Inc. | 1,141 | $190.2K | 0.03% | −1,405−55.2% | Reduced |
| Action Point Financial Planning, LLC | 1,150 | $190.5K | 0.02% | +1,150 | New |
| Mather Group, LLC. | 1,168 | $194.6K | 0.00% | +117+11.1% | Added |