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 |
|---|---|---|---|---|---|
| Johnson & White Wealth Management, LLC | 1,512 | $252.0K | 0.09% | +12+0.8% | Added |
| iA Global Asset Management Inc. | 1,520 | $253.0K | 0.00% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 1,523 | $253.8K | 0.03% | −2,235−59.5% | Reduced |
| Breakwater Capital Group | 1,523 | $253.8K | 0.03% | +141+10.2% | Added |
| Ewa, LLC | 1,525 | $254.2K | 0.05% | −73−4.6% | Reduced |
| Readystate Asset Management LP | 1,527 | $254.5K | 0.01% | +1,527 | New |
| Umpqua Bank | 1,529 | $254.8K | 0.06% | −207−11.9% | Reduced |
| Aprio Wealth Management, LLC | 1,533 | $255.5K | 0.01% | −920−37.5% | Reduced |
| International Assets Investment Management, LLC | 1,492 | $256.8K | 0.02% | +165+12.4% | Added |
| Wellington Grp LLC | 1,545 | $257.5K | 0.07% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,558 | $259.7K | 0.00% | +108+7.4% | Added |
| Curated Wealth Partners LLC | 1,563 | $260.5K | 0.03% | +375+31.6% | Added |
| SeaCrest Wealth Management, LLC | 1,566 | $261.0K | 0.03% | −86−5.2% | Reduced |
| GTS Securities LLC | 1,567 | $261.2K | 0.01% | −2,081−57.0% | Reduced |
| Cornerstone Wealth Group, LLC | 1,568 | $261.3K | 0.02% | +171+12.2% | Added |
| Ariston Services Group | 1,568 | $261.3K | 0.14% | +1,568 | Added |
| NBC Securities, Inc. | 1,569 | $261.5K | 0.02% | +83+5.6% | Added |
| 1015 Capital Partners, LLC | 1,571 | $261.8K | 0.22% | +4+0.3% | Added |
| True North Advisors, LLC | 1,581 | $263.5K | 0.03% | −377−19.3% | Reduced |
| TFR Capital, LLC. | 1,581 | $263.5K | 0.07% | −57−3.5% | Reduced |
| Optas, LLC | 1,585 | $264.2K | 0.04% | −328−17.1% | Reduced |
| Guardian Wealth Advisors, LLC | 1,590 | $265.0K | 0.02% | −135−7.8% | Reduced |
| Intellectus Partners, LLC | 1,591 | $265.2K | 0.05% | +3+0.2% | Added |
| Stonebridge Financial Group, LLC | 1,599 | $266.0K | 0.04% | +1,599 | New |
| Knightsbridge Asset Management, LLC | 1,596 | $266.0K | 0.03% | −1,133−41.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,596 | $266.1K | 0.00% | +1,596 | New |
| Palisades Hudson Asset Management, L.P. | 1,607 | $268.0K | 0.09% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $268.2K | 0.14% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,610 | $268.3K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,615 | $269.2K | 0.02% | −32−1.9% | Reduced |
| Baron Wealth Management LLC | 1,617 | $269.5K | 0.07% | +164+11.3% | Added |
| MBL Wealth, LLC | 1,629 | $271.5K | 0.02% | −196−10.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,632 | $272.0K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,637 | $272.9K | 0.01% | +18+1.1% | Added |
| Evernest Financial Advisors, LLC | 1,639 | $273.2K | 0.06% | −119−6.8% | Reduced |
| Waldron Private Wealth LLC | 1,647 | $274.5K | 0.01% | −14−0.8% | Reduced |
| Modern Wealth Management, LLC | 1,648 | $274.6K | 0.00% | +37+2.3% | Added |
| Engineers Gate Manager LP | 1,650 | $275.0K | 0.00% | −23,685−93.5% | Reduced |
| Financial Advisory Service, Inc. | 1,654 | $275.7K | 0.01% | −840−33.7% | Reduced |
| Hudson Portfolio Management LLC | 1,657 | $276.2K | 0.21% | +1,657 | New |
| Investment Partners, Ltd. | 1,658 | $276.3K | 0.09% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,668 | $278.0K | 0.02% | +160+10.6% | Added |
| Dynamic Advisor Solutions LLC | 1,677 | $279.5K | 0.01% | −166−9.0% | Reduced |
| Inscription Capital, LLC | 1,677 | $279.6K | 0.02% | +1,677 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,683 | $280.5K | 0.01% | −2,700−61.6% | Reduced |
| Meridian Wealth Advisors, LLC | 1,699 | $283.2K | 0.03% | +4+0.2% | Added |
| Clarkston Capital Partners, LLC | 1,700 | $283.3K | 0.02% | −25−1.4% | Reduced |
| Sava Infond d.o.o. | 1,700 | $283.3K | 0.02% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,702 | $284.0K | 0.03% | +12+0.7% | Added |
| Stokes Family Office, LLC | 1,705 | $284.2K | 0.03% | −422−19.8% | Reduced |
| SHP Wealth Management | 1,714 | $285.6K | 0.02% | +1,514+757.0% | Added |
| Catalyst Financial Partners LLC | 1,715 | $285.8K | 0.03% | −46−2.6% | Reduced |
| Tower Bridge Advisors | 1,716 | $286.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,730 | $288.3K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,731 | $288.5K | 0.01% | +1,731 | New |
| Tempo Wealth, LLC | 1,731 | $288.6K | 0.04% | +9+0.5% | Added |
| Boothbay Fund Management, LLC | 1,734 | $289.0K | 0.01% | −1,287−42.6% | Reduced |
| Moors & Cabot, Inc. | 1,737 | $289.6K | 0.01% | −654−27.4% | Reduced |
| E Fund Management Co., Ltd. | 1,747 | $291.2K | 0.01% | −63−3.5% | Reduced |
| Nicolet Bankshares Inc | 1,671 | $292.0K | 0.01% | −3,995−70.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $292.3K | 0.07% | 0 | New |
| Summit Asset Management, LLC | 1,757 | $292.8K | 0.04% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,766 | $294.3K | 0.23% | −104−5.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,769 | $294.8K | 0.00% | −165−8.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,778 | $296.3K | 0.01% | −14−0.8% | Reduced |
| Northstar Financial Companies, Inc. | 1,787 | $297.8K | 0.20% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,795 | $299.2K | 0.01% | −184−9.3% | Reduced |
| New Hampshire Trust | 1,795 | $299.2K | 0.06% | +17+1.0% | Added |
| Venator Management LLC | 1,800 | $300.0K | 0.07% | −1,200−40.0% | Reduced |
| Dillon & Associates Inc | 1,800 | $301.0K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,806 | $301.0K | 0.07% | +1,806 | New |
| Cornerstone Advisory, LLC | 1,810 | $301.6K | 0.03% | +17+0.9% | Added |
| Financial Management Professionals, Inc. | 1,817 | $302.9K | 0.03% | +2+0.1% | Added |
| Stevens Capital Management LP | 1,815 | $303.0K | 0.07% | +1,815 | New |
| LeClair Wealth Partners LLC | 1,822 | $303.7K | 0.16% | +1,822 | New |
| Umb Bank N A | 1,828 | $304.7K | 0.00% | −449−19.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 1,835 | $305.8K | 0.03% | −759−29.3% | Reduced |
| EJMK Ventures LLC | 1,847 | $307.8K | 0.14% | +469+34.0% | Added |
| Heritage Wealth Management, Inc. | 1,852 | $308.7K | 0.08% | +1,852 | New |
| IHT Wealth Management, LLC | 1,866 | $310.9K | 0.01% | −942−33.5% | Reduced |
| Stockman Wealth Management, Inc. | 1,875 | $312.5K | 0.03% | −155−7.6% | Reduced |
| Mosley Wealth Management | 1,877 | $312.8K | 0.10% | +3+0.2% | Added |
| Alta Advisers Ltd | 1,878 | $313.0K | 0.07% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,881 | $313.5K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,882 | $313.7K | 0.00% | −1,941−50.8% | Reduced |
| Caerus Investment Advisors, LLC | 1,886 | $314.3K | 0.11% | −418−18.1% | Reduced |
| Carlson Capital L P | 1,900 | $316.7K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,903 | $317.2K | 0.03% | +567+42.4% | Added |
| Argentarii, LLC | 1,659 | $317.3K | 0.10% | +1,659 | New |
| Vantus Wealth LLC | 1,906 | $317.7K | 0.17% | +1,906 | New |
| GEM Asset Management, LLC | 1,929 | $321.5K | 0.13% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,950 | $325.1K | 0.01% | −42,794−95.6% | Reduced |
| Private Wealth Asset Management, LLC | 1,960 | $326.7K | 0.03% | −192−8.9% | Reduced |
| Farringdon Capital, Ltd. | 1,967 | $327.8K | 0.16% | −12,436−86.3% | Reduced |
| Ignite Planners, LLC | 1,976 | $329.8K | 0.05% | +68+3.6% | Added |
| MQS Management LLC | 1,979 | $329.8K | 0.40% | +1,979 | New |
| Atala Financial Inc | 1,981 | $330.2K | 0.20% | 00.0% | Unchanged |
| Baader Bank INC | 1,982 | $330.3K | 0.03% | +1,982 | New |
| Parsons Capital Management Inc | 1,991 | $331.8K | 0.02% | −19−0.9% | Reduced |
| CWA Asset Management Group, LLC | 1,992 | $332.0K | 0.01% | +125+6.7% | Added |