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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 1,169 | $194.8K | 0.01% | −12,199−91.3% | Reduced |
| Mairs & Power Inc | 1,200 | $200.0K | 0.00% | −100−7.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $200.0K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,200 | $200.0K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $200.0K | 0.11% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,200 | $200.0K | 0.03% | +1,200 | New |
| Keel Point, LLC | 1,202 | $200.3K | 0.01% | −354−22.8% | Reduced |
| waypoint wealth counsel | 1,203 | $200.5K | 0.13% | −57−4.5% | Reduced |
| Duncan Williams Asset Management, LLC | 1,207 | $201.2K | 0.05% | +2+0.2% | Added |
| New England Professional Planning Group Inc. | 1,211 | $201.8K | 0.08% | 00.0% | Unchanged |
| Parthenon LLC | 1,213 | $202.2K | 0.02% | −56−4.4% | Reduced |
| XTX Topco Ltd | 1,214 | $202.3K | 0.00% | +1,214 | New |
| Angeles Wealth Management, LLC | 1,214 | $202.3K | 0.01% | +1,214 | New |
| Platform Technology Partners | 1,215 | $202.4K | 0.03% | +1,215 | New |
| RFG Advisory, LLC | 1,219 | $203.2K | 0.00% | +1,219 | New |
| National Asset Management, Inc. | 1,224 | $204.1K | 0.01% | −217−15.1% | Reduced |
| Stonebrook Private Inc. | 1,230 | $205.0K | 0.04% | +1,230 | New |
| Genesis Private Wealth, LLC | 1,232 | $205.3K | 0.06% | −985−44.4% | Reduced |
| Sun Group Wealth Partners | 1,246 | $207.7K | 0.14% | −354−22.1% | Reduced |
| Brown Miller Wealth Management, LLC | 1,248 | $208.0K | 0.05% | +1,248 | New |
| Kinloch Capital, LLC | 1,252 | $208.7K | 0.08% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,255 | $209.2K | 0.11% | +3+0.2% | Added |
| Cambient Family Office, LLC | 1,260 | $210.0K | 0.03% | −181−12.6% | Reduced |
| Norris Perne & French LLP | 1,262 | $210.3K | 0.01% | +42+3.4% | Added |
| Avail Investment Partners, LLC | 1,263 | $210.5K | 0.16% | +1,263 | New |
| Focused Wealth Management, Inc | 1,264 | $210.6K | 0.02% | +1,264 | New |
| Everett Harris & Co | 1,265 | $210.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,274 | $212.3K | 0.01% | −16−1.2% | Reduced |
| SmartHarvest Portfolios, LLC | 1,275 | $212.5K | 0.07% | +1,275 | New |
| Nichols & Pratt Advisers LLP | 1,277 | $212.8K | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,277 | $213.0K | 0.02% | −28−2.1% | Reduced |
| Caden Capital Partners, LP | 1,278 | $213.0K | 2.57% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,283 | $213.8K | 0.02% | +1,283 | New |
| AGH Wealth Advisors, LLC | 1,287 | $214.5K | 0.14% | −715−35.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,287 | $214.6K | 0.00% | +15+1.2% | Added |
| Meridian Wealth Management, LLC | 1,289 | $214.8K | 0.01% | +1,289 | New |
| River Road Asset Management, LLC | 1,290 | $215.0K | 0.00% | −147−10.2% | Reduced |
| Amplius Wealth Advisors, LLC | 1,290 | $215.0K | 0.02% | +1,290 | New |
| Financial Planning Hawaii, Inc. | 1,291 | $215.2K | 0.12% | +1,291 | New |
| Advisor OS, LLC | 1,293 | $215.6K | 0.01% | −182−12.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,296 | $216.0K | 0.05% | +123+10.5% | Added |
| Carret Asset Management, LLC | 1,300 | $216.7K | 0.02% | −130−9.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,300 | $216.7K | 0.04% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,300 | $216.7K | 0.00% | +1,300 | New |
| First Nebraska Trust Co | 1,305 | $217.5K | 0.02% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,305 | $217.5K | 0.07% | +1,305 | New |
| Onefund, LLC | 1,312 | $218.7K | 0.12% | −34−2.5% | Reduced |
| Family Wealth Partners, LLC | 1,316 | $219.3K | 0.07% | +1,316 | New |
| PUREfi Wealth, LLC | 1,328 | $221.3K | 0.12% | +3+0.2% | Added |
| Claro Advisors LLC | 1,328 | $221.4K | 0.02% | −203−13.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,333 | $222.2K | 0.01% | −4−0.3% | Reduced |
| Everpar Advisors LLC | 1,343 | $223.8K | 0.06% | +55+4.3% | Added |
| Essex Savings Bank | 1,345 | $224.2K | 0.05% | −45−3.2% | Reduced |
| Parkside Financial Bank & Trust | 1,346 | $224.3K | 0.02% | −69−4.9% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $225.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,357 | $226.2K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,358 | $226.3K | 0.02% | −76−5.3% | Reduced |
| Outlook Wealth Advisors, LLC | 1,359 | $226.6K | 0.05% | +10+0.7% | Added |
| Innovative Asset Advisors Group, LLC | 1,360 | $226.6K | 0.10% | +47+3.6% | Added |
| Drive Wealth Management, LLC | 1,364 | $227.4K | 0.04% | −1,125−45.2% | Reduced |
| Diversified Enterprises, LLC | 1,369 | $228.2K | 0.01% | −322−19.0% | Reduced |
| Bank of New Hampshire | 1,370 | $228.3K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,373 | $228.8K | 0.01% | −133−8.8% | Reduced |
| Lewis Asset Management, LLC | 1,377 | $229.5K | 0.08% | +122+9.7% | Added |
| Picton Mahoney Asset Management | 1,383 | $230.5K | 0.00% | −40,435−96.7% | Reduced |
| Legacy Advisory Services, LLC | 1,383 | $230.5K | 0.16% | +8+0.6% | Added |
| Nwam LLC | 1,384 | $230.7K | 0.01% | −97−6.5% | Reduced |
| Sym Financial Corp | 1,387 | $231.2K | 0.02% | −402−22.5% | Reduced |
| Cromwell Holdings LLC | 1,393 | $232.2K | 0.10% | +3+0.2% | Added |
| Summit Global Investments | 1,398 | $233.0K | 0.01% | −2,411−63.3% | Reduced |
| DV Trading LLC | 1,400 | $233.3K | 0.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,401 | $233.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $233.8K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 1,406 | $234.3K | 0.02% | +1,406 | New |
| Basecamp Wealth Advisors LLC | 1,413 | $235.5K | 0.04% | −230−14.0% | Reduced |
| TigerOak Management, L.L.C. | 1,418 | $236.3K | 0.07% | −3−0.2% | Reduced |
| Main Line Retirement Advisors, LLC | 1,423 | $237.3K | 0.11% | +1+0.1% | Added |
| Mayflower Financial Advisors, LLC | 1,424 | $237.3K | 0.02% | −257−15.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,425 | $238.0K | 0.01% | −76−5.1% | Reduced |
| Bolthouse Investments, LLC | 1,436 | $239.3K | 0.19% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,437 | $239.5K | 0.01% | +606+72.9% | Added |
| Capital Wealth Planning, LLC | 1,438 | $239.7K | 0.00% | +31+2.2% | Added |
| ING Groep NV | 1,442 | $240.3K | 0.00% | −20,546−93.4% | Reduced |
| FSM Wealth Advisors, LLC | 1,443 | $240.6K | 0.03% | −200−12.2% | Reduced |
| Ilex Capital Partners (UK) LLP | 1,462 | $243.7K | 0.00% | +1,462 | New |
| Detalus Advisors, LLC | 1,464 | $244.0K | 0.05% | −3−0.2% | Reduced |
| Income Insurance Ltd | 1,466 | $244.3K | 0.15% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,462 | $244.5K | 0.06% | +32+2.2% | Added |
| J.E. Simmons & Co., P.C. | 1,474 | $245.7K | 0.14% | −28−1.9% | Reduced |
| PFS Partners, LLC | 1,475 | $245.9K | 0.10% | +4+0.3% | Added |
| Avidian Wealth Solutions, LLC | 1,476 | $246.1K | 0.01% | +216+17.1% | Added |
| Drucker Wealth 3.0, LLC | 1,483 | $247.2K | 0.04% | +41+2.8% | Added |
| BIP Wealth, LLC | 1,489 | $248.1K | 0.01% | +256+20.8% | Added |
| Natural Investments, LLC | 1,500 | $249.0K | 0.05% | +6+0.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 1,498 | $249.7K | 0.04% | +1,498 | New |
| Yoffe Investment Management, LLC | 1,500 | $250.0K | 0.29% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,501 | $250.2K | 0.02% | −60−3.8% | Reduced |
| Stiles Financial Services Inc | 1,503 | $250.5K | 0.06% | +4+0.3% | Added |
| St Germain D J Co Inc | 1,503 | $250.5K | 0.01% | −55−3.5% | Reduced |
| Triad Wealth Partners, LLC | 1,304 | $251.4K | 0.01% | +1,304 | New |