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 |
|---|---|---|---|---|---|
| Sylvest Advisors, LLC | 3,864 | $644.0K | 0.29% | +180+4.9% | Added |
| Inceptionr LLC | 3,873 | $645.5K | 0.16% | +3,873 | New |
| Parisi Gray Wealth Management | 3,883 | $647.1K | 0.13% | +10.0% | Added |
| Baker Ellis Asset Management LLC | 3,896 | $649.3K | 0.07% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,908 | $651.3K | 0.21% | +189+5.1% | Added |
| PDS Planning, Inc | 3,914 | $652.4K | 0.04% | −310−7.3% | Reduced |
| Coastal Bridge Advisors, LLC | 3,925 | $654.2K | 0.04% | −22−0.6% | Reduced |
| Perpetual Ltd | 3,952 | $658.7K | 0.01% | +8+0.2% | Added |
| Krilogy Financial LLC | 3,986 | $664.3K | 0.02% | −3,107−43.8% | Reduced |
| Charter Trust Co | 4,000 | $666.7K | 0.04% | −184−4.4% | Reduced |
| Vanguard National Trust Co | 4,004 | $667.3K | 0.04% | +22+0.6% | Added |
| SFMG, LLC | 4,006 | $667.7K | 0.04% | +43+1.1% | Added |
| Ausdal Financial Partners, Inc. | 4,010 | $668.3K | 0.03% | −9−0.2% | Reduced |
| Net Worth Advisory Group | 4,015 | $669.2K | 0.17% | −97−2.4% | Reduced |
| Change Path, LLC | 4,033 | $672.2K | 0.01% | −367−8.3% | Reduced |
| Wingate Wealth Advisors, Inc. | 4,036 | $672.7K | 0.30% | +14+0.3% | Added |
| Profund Advisors LLC | 4,039 | $673.2K | 0.02% | −137−3.3% | Reduced |
| Inspire Advisors, LLC | 4,052 | $675.4K | 0.05% | +4,052 | New |
| Cambria Investment Management, L.P. | 4,111 | $685.2K | 0.03% | +1,262+44.3% | Added |
| Proficio Capital Partners LLC | 4,171 | $695.1K | 0.02% | +2,902+228.7% | Added |
| D.A. Davidson & Co. | 4,182 | $697.1K | 0.00% | −1,793−30.0% | Reduced |
| 1832 Asset Management L.P. | 4,203 | $700.5K | 0.00% | −9,396−69.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,237 | $706.2K | 0.01% | −3−0.1% | Reduced |
| Quadcap Wealth Management, LLC | 4,241 | $706.8K | 0.07% | −1,052−19.9% | Reduced |
| Western Wealth Management, LLC | 4,251 | $708.6K | 0.02% | +27+0.6% | Added |
| Marshall Financial Group LLC | 4,291 | $715.1K | 0.10% | +55+1.3% | Added |
| Mosaic Family Wealth Partners, LLC | 4,297 | $716.2K | 0.05% | +4,297 | New |
| Waddell & Associates, LLC | 4,319 | $719.8K | 0.04% | −2,975−40.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,384 | $730.7K | 0.00% | +4,384 | New |
| Independent Advisor Alliance | 4,388 | $731.4K | 0.02% | +109+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 4,388 | $731.5K | 0.02% | −6−0.1% | Reduced |
| Red Door Wealth Management, LLC | 4,439 | $739.8K | 0.07% | +4,439 | New |
| Mma Asset Management LLC | 4,455 | $742.5K | 0.24% | −5−0.1% | Reduced |
| Cascade Financial Partners, LLC | 4,457 | $742.8K | 0.06% | +34+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 4,505 | $750.9K | 0.15% | −287−6.0% | Reduced |
| Midwest Trust Co | 4,511 | $751.8K | 0.01% | +684+17.9% | Added |
| Ameritas Investment Partners, Inc. | 4,533 | $755.6K | 0.02% | −178−3.8% | Reduced |
| Oppenheimer & Co Inc | 4,554 | $759.0K | 0.01% | +18+0.4% | Added |
| Sagespring Wealth Partners, LLC | 4,585 | $764.1K | 0.01% | −1,601−25.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,586 | $764.4K | 0.01% | +66+1.5% | Added |
| Atlantic Union Bankshares Corp | 4,627 | $771.2K | 0.01% | −79−1.7% | Reduced |
| Bryn Mawr Trust Co | 4,642 | $773.7K | 0.02% | +60+1.3% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $774.2K | 0.27% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,667 | $778.0K | 0.10% | +39+0.8% | Added |
| Checchi Capital Advisers, LLC | 4,674 | $779.0K | 0.05% | −645−12.1% | Reduced |
| Beck Bode, LLC | 4,689 | $781.5K | 0.12% | 00.0% | Unchanged |
| HM Payson & Co | 4,734 | $789.0K | 0.01% | +8+0.2% | Added |
| Fjell Capital, LLC | 4,740 | $790.0K | 0.54% | −358−7.0% | Reduced |
| New Age Alpha Advisors, LLC | 4,745 | $790.8K | 0.03% | +4,586+2,884.3% | Added |
| Legacy Financial Advisors, Inc. | 4,751 | $791.8K | 0.10% | −1,786−27.3% | Reduced |
| Wall Street Access Asset Management, LLC | 4,779 | $796.5K | 0.11% | +3,074+180.3% | Added |
| Gryphon Financial Partners LLC | 4,781 | $796.8K | 0.07% | +679+16.6% | Added |
| Level Four Advisory Services, LLC | 4,821 | $803.6K | 0.02% | +398+9.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,827 | $804.6K | 0.05% | −3,774−43.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,830 | $805.0K | 0.13% | −950−16.4% | Reduced |
| Rockland Trust Co | 4,832 | $805.3K | 0.03% | −3,105−39.1% | Reduced |
| TBH Global Asset Management, LLC | 4,875 | $812.5K | 0.15% | −12−0.2% | Reduced |
| Gilbert & Cook, Inc. | 4,882 | $813.7K | 0.09% | −13−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 4,920 | $820.0K | 0.07% | +4,920 | New |
| Truefg, LLC | 5,000 | $833.4K | 0.19% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,019 | $836.5K | 0.04% | +187+3.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,021 | $836.9K | 0.34% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,036 | $839.4K | 0.24% | +422+9.1% | Added |
| Ofi Invest Asset Management | 5,308 | $839.5K | 0.01% | −43,482−89.1% | Reduced |
| Wedmont Private Capital | 4,783 | $852.8K | 0.02% | −265−5.2% | Reduced |
| Fidelis Capital Partners, LLC | 5,119 | $853.3K | 0.05% | −236−4.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,126 | $854.3K | 0.12% | −10−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,210 | $868.3K | 0.04% | −457−8.1% | Reduced |
| Sciencast Management LP | 5,236 | $872.7K | 0.18% | −4,377−45.5% | Reduced |
| Nilsine Partners, LLC | 5,240 | $873.4K | 0.06% | −29−0.6% | Reduced |
| Evolve Private Wealth, LLC | 5,268 | $878.0K | 0.05% | +502+10.5% | Added |
| Lecap Asset Management Ltd | 5,275 | $879.2K | 0.38% | +5,275 | New |
| Concord Asset Management, LLC | 5,296 | $882.7K | 0.14% | −177−3.2% | Reduced |
| ZWJ Investment Counsel Inc | 5,297 | $882.9K | 0.03% | +5,297 | New |
| Kathmere Capital Management, LLC | 5,305 | $884.2K | 0.05% | +307+6.1% | Added |
| NorthRock Partners, LLC | 5,358 | $893.1K | 0.01% | −229−4.1% | Reduced |
| Aaron Wealth Advisors | 5,389 | $898.2K | 0.05% | +554+11.5% | Added |
| Trust Asset Management LLC | 5,392 | $898.7K | 0.06% | −62−1.1% | Reduced |
| Employees Retirement System of Texas | 5,414 | $902.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,448 | $908.0K | 0.01% | +334+6.5% | Added |
| Bridgewater Advisors Inc. | 4,790 | $920.9K | 0.05% | −86−1.8% | Reduced |
| Ironwood Investment Counsel, LLC | 5,528 | $921.4K | 0.12% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 5,530 | $922.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,540 | $923.4K | 0.03% | −462−7.7% | Reduced |
| Souders Financial Advisors | 5,561 | $926.8K | 0.09% | −202−3.5% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,616 | $936.0K | 0.14% | −38−0.7% | Reduced |
| WBI Investments | 5,657 | $942.8K | 0.23% | −8,831−61.0% | Reduced |
| AA Financial Advisors, LLC | 5,668 | $944.7K | 0.11% | −138−2.4% | Reduced |
| Donaldson Capital Management, LLC | 5,696 | $949.4K | 0.03% | −9−0.2% | Reduced |
| Adviser Investments LLC | 5,699 | $949.8K | 0.01% | +21+0.4% | Added |
| LMCG Investments, LLC | 5,712 | $952.0K | 0.05% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,749 | $958.2K | 0.02% | +579+11.2% | Added |
| Arkadios Wealth Advisors | 5,753 | $958.9K | 0.01% | −766−11.8% | Reduced |
| PFG Investments, LLC | 5,764 | $960.6K | 0.04% | +2,970+106.3% | Added |
| Hills Bank & Trust Co | 5,774 | $962.4K | 0.04% | −1,380−19.3% | Reduced |
| Elmwood Wealth Management, Inc. | 5,793 | $965.5K | 0.24% | +171+3.0% | Added |
| JGP Wealth Management, LLC | 5,797 | $966.2K | 0.09% | +395+7.3% | Added |
| Parallel Advisors, LLC | 5,801 | $967.0K | 0.01% | −880−13.2% | Reduced |
| Bokf, NA | 5,823 | $970.5K | 0.01% | −2,706−31.7% | Reduced |
| Integrity Alliance, LLC. | 5,858 | $976.4K | 0.03% | −6−0.1% | Reduced |