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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 2,703 | $450.5K | 0.05% | +2,703 | New |
| Archvest Wealth Advisors, Inc. | 2,705 | $450.8K | 0.26% | −213−7.3% | Reduced |
| Foguth Wealth Management, LLC. | 2,493 | $454.0K | 0.05% | +21+0.8% | Added |
| Portland Global Advisors LLC | 2,739 | $456.5K | 0.04% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,741 | $456.8K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,754 | $459.0K | 0.05% | +107+4.0% | Added |
| Stratos Wealth Partners, LTD. | 2,754 | $459.2K | 0.00% | −22−0.8% | Reduced |
| Massmutual Trust Co FSB | 2,761 | $460.2K | 0.01% | −396−12.5% | Reduced |
| Boltwood Capital Management | 2,763 | $460.5K | 0.11% | −205−6.9% | Reduced |
| MCF Advisors LLC | 2,771 | $461.8K | 0.02% | −230−7.7% | Reduced |
| GAM Holding AG | 2,782 | $463.7K | 0.04% | −7,375−72.6% | Reduced |
| Prospera Financial Services Inc | 2,797 | $466.6K | 0.01% | −589−17.4% | Reduced |
| Premier Path Wealth Partners, LLC | 2,800 | $466.7K | 0.05% | −44−1.5% | Reduced |
| LGT Group Foundation | 2,801 | $466.8K | 0.01% | +208+8.0% | Added |
| Meritas Wealth Management, LLC | 2,805 | $467.5K | 0.18% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,817 | $469.5K | 0.12% | 00.0% | Unchanged |
| Alerus Financial NA | 2,825 | $470.8K | 0.02% | −443−13.6% | Reduced |
| Strid Group, LLC | 2,873 | $478.9K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,880 | $479.9K | 0.05% | −799−21.7% | Reduced |
| Fulton Bank, N.A. | 2,882 | $480.3K | 0.01% | −471−14.0% | Reduced |
| Modera Wealth Management, LLC | 2,884 | $480.7K | 0.01% | +322+12.6% | Added |
| Mayport, LLC | 2,903 | $483.8K | 0.08% | +10+0.3% | Added |
| White Pine Investment CO | 2,914 | $486.0K | 0.10% | −6−0.2% | Reduced |
| VestGen Advisors, LLC | 2,916 | $486.1K | 0.01% | −213−6.8% | Reduced |
| Florida Financial Advisors, LLC | 2,928 | $488.3K | 0.08% | −160−5.2% | Reduced |
| GeoWealth Management, LLC | 2,939 | $489.9K | 0.02% | +903+44.4% | Added |
| Advance Capital Management, Inc. | 2,940 | $490.0K | 0.02% | −212−6.7% | Reduced |
| First National Trust Co | 2,945 | $490.8K | 0.02% | −583−16.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,945 | $490.8K | 0.02% | −519−15.0% | Reduced |
| CSU Producer Resources, Inc. | 2,967 | $494.5K | 1.63% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,717 | $498.0K | 0.01% | −3,901−58.9% | Reduced |
| Diversify Advisory Services, LLC | 2,717 | $498.0K | 0.01% | +2,717 | New |
| Signet Private Wealth LLC | 3,017 | $502.8K | 0.40% | −731−19.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,019 | $503.1K | 0.10% | −3,603−54.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,029 | $504.8K | 0.03% | −1,969−39.4% | Reduced |
| North Star Asset Management Inc | 3,030 | $505.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,035 | $505.8K | 0.17% | −113−3.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,056 | $509.4K | 0.29% | +322+11.8% | Added |
| Ellevest, Inc. | 3,058 | $510.3K | 0.06% | +148+5.1% | Added |
| Advisors Capital Management, LLC | 3,062 | $510.4K | 0.01% | +67+2.2% | Added |
| Defined Wealth Management, LLC | 3,075 | $512.5K | 0.26% | −122−3.8% | Reduced |
| Atomi Financial Group, Inc. | 3,077 | $512.8K | 0.01% | −1,133−26.9% | Reduced |
| RiverFront Investment Group, LLC | 3,081 | $513.5K | 0.01% | +104+3.5% | Added |
| TIAA Wealth Investment Management LLC | 3,083 | $513.8K | 0.00% | −33−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,090 | $515.0K | 0.13% | −227−6.8% | Reduced |
| Bill Few Associates, Inc. | 3,090 | $515.0K | 0.11% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,106 | $517.6K | 0.01% | −120−3.7% | Reduced |
| Howard Capital Management Inc. | 3,112 | $518.7K | 0.01% | +1,194+62.3% | Added |
| Frank, Rimerman Advisors LLC | 3,115 | $519.2K | 0.03% | −2,879−48.0% | Reduced |
| Vicus Capital | 3,125 | $520.8K | 0.03% | +18+0.6% | Added |
| Rodgers Brothers Inc. | 3,150 | $525.0K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,154 | $525.7K | 0.01% | +36+1.2% | Added |
| Yanni & Associates Investment Advisors, LLC | 3,180 | $530.0K | 0.49% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,195 | $532.6K | 0.08% | +791+32.9% | Added |
| Duncker Streett & Co Inc | 3,200 | $533.3K | 0.09% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 3,230 | $538.3K | 0.43% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $540.7K | 0.05% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 3,252 | $542.0K | 0.07% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,290 | $548.4K | 0.11% | +18+0.6% | Added |
| DF Dent & Co Inc | 3,292 | $548.7K | 0.01% | +476+16.9% | Added |
| Frec Markets, Inc. | 3,292 | $548.7K | 0.05% | +1,022+45.0% | Added |
| Kiley Juergens Wealth Management, LLC | 3,300 | $550.0K | 0.09% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,323 | $553.9K | 0.15% | −4,413−57.0% | Reduced |
| Strategic Blueprint, LLC | 3,325 | $554.2K | 0.03% | −121−3.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $555.3K | 0.02% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,346 | $557.7K | 0.07% | −4,927−59.6% | Reduced |
| Armis Advisers, LLC | 3,210 | $560.8K | 0.05% | +343+12.0% | Added |
| Capstone Investment Advisors, LLC | 3,366 | $561.0K | 0.00% | +3,366 | New |
| Pure Financial Advisors, Inc. | 3,381 | $563.6K | 0.01% | +1,820+116.6% | Added |
| PCM Encore, LLC | 3,383 | $563.9K | 0.10% | −124−3.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,387 | $564.5K | 0.01% | +437+14.8% | Added |
| Mirabella Financial Services LLP | 3,395 | $565.8K | 0.05% | +3,395 | New |
| Gateway Investment Advisers LLC | 3,443 | $573.8K | 0.01% | −1,007−22.6% | Reduced |
| Fort Sheridan Advisors LLC | 3,491 | $581.8K | 0.06% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $583.3K | 0.07% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $583.5K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 3,530 | $588.3K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,531 | $588.5K | 0.05% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 3,540 | $590.0K | 0.47% | +1,511+74.5% | Added |
| NewEdge Wealth, LLC | 3,559 | $593.3K | 0.01% | +678+23.5% | Added |
| Integrated Advisors Network LLC | 3,572 | $595.3K | 0.03% | −604−14.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,589 | $598.2K | 0.03% | −1,082−23.2% | Reduced |
| Loudon Investment Management, LLC | 3,600 | $600.0K | 0.29% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,600 | $600.0K | 0.15% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,620 | $603.3K | 0.03% | −390−9.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,632 | $605.3K | 0.13% | −9−0.2% | Reduced |
| Weiss Asset Management LP | 3,635 | $605.8K | 0.01% | +3,635 | New |
| Empower Advisory Group, LLC | 3,663 | $610.6K | 0.00% | +23+0.6% | Added |
| Manchester Capital Management LLC | 3,664 | $610.7K | 0.08% | +25+0.7% | Added |
| Mutual Advisors, LLC | 3,691 | $615.2K | 0.01% | −385−9.4% | Reduced |
| Aries Wealth Management | 3,713 | $618.8K | 0.12% | 00.0% | Unchanged |
| 71 West Capital Partners | 3,717 | $619.5K | 0.02% | +641+20.8% | Added |
| Blueline Advisors LLC | 3,735 | $622.5K | 0.43% | +3,735 | New |
| Matthew Goff Investment Advisor, LLC | 3,749 | $624.8K | 0.11% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,766 | $627.7K | 0.01% | 00.0% | Unchanged |
| James Hambro & Partners | 3,794 | $632.1K | 0.02% | −62−1.6% | Reduced |
| J. Safra Sarasin Holding AG | 3,652 | $633.4K | 0.01% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,820 | $636.7K | 0.01% | −74−1.9% | Reduced |
| Buckley Wealth Management, LLC | 3,849 | $641.5K | 0.16% | +133+3.6% | Added |
| Kondo Wealth Advisors, Inc. | 3,863 | $643.8K | 0.22% | −33−0.8% | Reduced |