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 |
|---|---|---|---|---|---|
| S&CO Inc | 2,000 | $333.0K | 0.02% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,010 | $335.0K | 0.04% | 00.0% | Unchanged |
| Hutchinson Capital Management | 2,011 | $335.2K | 0.06% | +12+0.6% | Added |
| Eads & Heald Wealth Management | 2,016 | $336.0K | 0.16% | −80−3.8% | Reduced |
| Defiance ETFs, LLC | 1,959 | $337.2K | 0.00% | +336+20.7% | Added |
| Federated Hermes, Inc. | 2,026 | $337.7K | 0.00% | −11−0.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,030 | $338.3K | 0.08% | −41−2.0% | Reduced |
| Riversedge Advisors, LLC | 2,031 | $338.5K | 0.04% | +333+19.6% | Added |
| Harbour Investments, Inc. | 2,031 | $338.6K | 0.00% | −116−5.4% | Reduced |
| CKW Financial Group | 1,968 | $339.0K | 0.03% | +5+0.3% | Added |
| Verity & Verity, LLC | 2,040 | $340.0K | 0.02% | +140+7.4% | Added |
| Expressive Wealth LLC | 2,041 | $340.2K | 0.32% | +451+28.4% | Added |
| Meeder Asset Management Inc | 2,050 | $341.7K | 0.02% | −193−8.6% | Reduced |
| Reliant Investment Management, LLC | 2,066 | $344.3K | 0.12% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,067 | $344.6K | 0.01% | +79+4.0% | Added |
| denkapparat Operations GmbH | 2,068 | $344.7K | 0.11% | +2,068 | New |
| Fielder Capital Group LLC | 2,075 | $345.8K | 0.07% | −30−1.4% | Reduced |
| LMR Partners LLP | 2,082 | $347.0K | 0.00% | +2,082 | New |
| Congress Asset Management Co | 2,087 | $347.8K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,089 | $348.1K | 0.02% | +253+13.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,091 | $348.5K | 0.01% | −18−0.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $350.0K | 0.07% | 00.0% | Unchanged |
| Sentinus, LLC | 2,101 | $350.2K | 0.03% | −2,294−52.2% | Reduced |
| Legacy Advisors, LLC | 2,105 | $350.8K | 0.03% | −1,148−35.3% | Reduced |
| First Horizon Corp | 2,108 | $351.3K | 0.01% | −609−22.4% | Reduced |
| QTR Family Wealth, LLC | 2,127 | $354.5K | 0.12% | −291−12.0% | Reduced |
| Davis R M Inc | 2,162 | $360.3K | 0.01% | +171+8.6% | Added |
| Joel Isaacson & Co., LLC | 2,163 | $360.5K | 0.01% | +69+3.3% | Added |
| Roble, Belko & Company, Inc | 2,170 | $362.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,178 | $363.0K | 0.01% | +159+7.9% | Added |
| Walter & Keenan Financial Consulting Co | 2,180 | $363.3K | 0.09% | −14−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,182 | $363.7K | 0.02% | −132−5.7% | Reduced |
| NorthStar Asset Management LLC | 2,188 | $364.6K | 0.15% | −712−24.6% | Reduced |
| Lawood & Co | 2,189 | $364.8K | 0.25% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,196 | $366.0K | 0.04% | −14−0.6% | Reduced |
| S-Bank Fund Management Ltd | 2,207 | $367.8K | 0.05% | −3,352−60.3% | Reduced |
| Journey Advisory Group, LLC | 2,220 | $370.0K | 0.03% | −4−0.2% | Reduced |
| ARS Investment Partners, LLC | 2,228 | $371.3K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,232 | $372.0K | 0.04% | +2,232 | New |
| Sun Financial Inc | 1,952 | $372.5K | 0.18% | −99−4.8% | Reduced |
| Fisher Asset Management, LLC | 2,236 | $372.8K | 0.00% | +199+9.8% | Added |
| Avalon Trust Co | 2,244 | $374.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 2,253 | $375.5K | 0.01% | +29+1.3% | Added |
| TritonPoint Partners, LLC | 2,256 | $376.0K | 0.03% | +2,256 | New |
| Indivisible Partners | 2,265 | $377.5K | 0.02% | +937+70.6% | Added |
| Eastern Bank | 2,269 | $378.2K | 0.01% | +664+41.4% | Added |
| Zions Bancorporation, National Association | 2,285 | $380.8K | 0.02% | −13,260−85.3% | Reduced |
| Meadowbrook Advisors Group, LLC | 2,310 | $385.0K | 0.21% | +2,310 | New |
| Mainsail Asset Management, LLC | 2,122 | $386.7K | 0.15% | +610+40.3% | Added |
| Excelsior Advisor Network LLC | 2,323 | $387.2K | 0.05% | +2,323 | New |
| Thrive Wealth Management, LLC | 2,328 | $388.0K | 0.05% | −109−4.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,336 | $389.3K | 0.00% | −22−0.9% | Reduced |
| CBOE Vest Financial, LLC | 2,351 | $391.8K | 0.00% | +126+5.7% | Added |
| Resonant Capital Advisors, LLC | 2,352 | $392.0K | 0.02% | +914+63.6% | Added |
| Powell Investment Advisors, LLC | 2,359 | $393.2K | 0.12% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,362 | $393.7K | 0.03% | +2,362 | New |
| Grove Bank & Trust | 2,388 | $398.0K | 0.04% | +21+0.9% | Added |
| Essential Partners LLC | 2,396 | $399.3K | 0.18% | +1,528+176.0% | Added |
| Insigneo Advisory Services, LLC | 2,404 | $400.6K | 0.02% | −83−3.3% | Reduced |
| Savvy Advisors, Inc. | 2,417 | $402.9K | 0.01% | −300−11.0% | Reduced |
| OneAscent Family Office, LLC | 2,432 | $405.4K | 0.20% | +814+50.3% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $406.0K | 0.19% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,439 | $406.6K | 0.01% | +448+22.5% | Added |
| Calamos Wealth Management LLC | 2,445 | $407.5K | 0.01% | −5−0.2% | Reduced |
| Sowell Financial Services LLC | 2,474 | $412.4K | 0.01% | −1,510−37.9% | Reduced |
| Daymark Wealth Partners, LLC | 2,476 | $412.6K | 0.01% | −3,659−59.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 2,469 | $412.9K | 0.01% | +1,839+291.9% | Added |
| Dakota Wealth Management | 2,479 | $413.2K | 0.01% | −13,780−84.8% | Reduced |
| Trust Co of Toledo NA | 2,483 | $413.8K | 0.03% | −194−7.2% | Reduced |
| Broderick Brian C | 2,500 | $416.7K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,344 | $419.6K | 0.01% | −4,408−65.3% | Reduced |
| Nvest Financial, LLC | 2,535 | $422.5K | 0.13% | −48−1.9% | Reduced |
| Heritage Investors Management Corp | 2,535 | $423.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,543 | $423.9K | 0.02% | −85−3.2% | Reduced |
| Private Trust Co NA | 2,547 | $424.5K | 0.03% | −241−8.6% | Reduced |
| Palisade Capital Management LLC | 2,549 | $424.8K | 0.02% | −749−22.7% | Reduced |
| Norway Savings Bank | 2,554 | $425.7K | 0.18% | −1,863−42.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,554 | $425.7K | 0.03% | −1,495−36.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,576 | $429.3K | 0.01% | −3,771−59.4% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $430.0K | 0.34% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,589 | $431.5K | 0.00% | −120,426−97.9% | Reduced |
| Ninety One SA (PTY) Ltd | 2,589 | $431.5K | 0.02% | 00.0% | Unchanged |
| Matauro, LLC | 2,595 | $432.4K | 0.06% | +730+39.1% | Added |
| Western Pacific Wealth Management, LP | 2,605 | $434.2K | 0.39% | +1,335+105.1% | Added |
| Missouri Trust & Investment Co | 2,291 | $434.4K | 0.12% | −829−26.6% | Reduced |
| Fulcrum Asset Management LLP | 2,611 | $435.3K | 0.04% | −110−4.0% | Reduced |
| Deseret Mutual Benefit Administrators | 2,618 | $436.3K | 0.14% | −226−7.9% | Reduced |
| Tradewinds, LLC. | 1,791 | $436.7K | 0.14% | +376+26.6% | Added |
| Boston Research & Management Inc | 2,620 | $436.7K | 0.10% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,637 | $439.5K | 0.07% | −91−3.3% | Reduced |
| Prosperity Consulting Group, LLC | 2,638 | $439.7K | 0.02% | −3,193−54.8% | Reduced |
| Leavell Investment Management, Inc. | 2,640 | $440.0K | 0.02% | +34+1.3% | Added |
| Qtron Investments LLC | 2,646 | $441.0K | 0.06% | −878−24.9% | Reduced |
| Bulltick Wealth Management, LLC | 2,648 | $441.3K | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,673 | $445.5K | 0.01% | +43+1.6% | Added |
| Shira Ridge Wealth Management | 2,673 | $445.5K | 0.16% | −968−26.6% | Reduced |
| Montag A & Associates Inc | 2,677 | $446.2K | 0.02% | +202+8.2% | Added |
| Warther Private Wealth, LLC | 2,680 | $446.7K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,693 | $448.8K | 0.01% | −6−0.2% | Reduced |
| Advisortrust Partners, LLC | 2,695 | $449.3K | 0.15% | +14+0.5% | Added |