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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 5,909 | $985.0K | 0.03% | +98+1.7% | Added |
| Legacy Capital Wealth Partners, LLC | 5,916 | $986.0K | 0.19% | −800−11.9% | Reduced |
| Westpac Banking Corp | 5,940 | $990.0K | 0.06% | −258−4.2% | Reduced |
| Broadway Wealth Solutions, Inc. | 5,966 | $994.4K | 0.46% | +859+16.8% | Added |
| Quantitative Investment Management, LLC | 6,003 | $1.00M | 0.11% | +982+19.6% | Added |
| Bull Harbor Capital LLC | 6,010 | $1.00M | 0.20% | −4,550−43.1% | Reduced |
| Douglas Lane & Associates, LLC | 6,047 | $1.01M | 0.01% | +14+0.2% | Added |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.01M | 0.27% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,070 | $1.01M | 0.02% | +21+0.3% | Added |
| Wimmer Associates 1, LLC | 6,090 | $1.02M | 0.46% | −20.0% | Reduced |
| Concord Wealth Partners | 6,096 | $1.02M | 0.12% | −172−2.7% | Reduced |
| Advyzon Investment Management, LLC | 6,103 | $1.02M | 0.07% | +937+18.1% | Added |
| Exchange Bank | 6,164 | $1.03M | 0.64% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,198 | $1.03M | 0.22% | +399+6.9% | Added |
| Novem Group | 6,292 | $1.05M | 0.11% | +493+8.5% | Added |
| Valeo Financial Advisors, LLC | 6,319 | $1.05M | 0.02% | −895−12.4% | Reduced |
| Chatham Capital Group, Inc. | 6,338 | $1.06M | 0.13% | −115−1.8% | Reduced |
| Mattern Capital Management, LLC | 6,427 | $1.07M | 0.13% | +935+17.0% | Added |
| Venturi Wealth Management, LLC | 6,433 | $1.07M | 0.04% | +331+5.4% | Added |
| Great Valley Advisor Group, Inc. | 6,440 | $1.07M | 0.02% | −555−7.9% | Reduced |
| Welch & Forbes LLC | 6,521 | $1.09M | 0.01% | −268−3.9% | Reduced |
| Smithfield Trust Co | 6,576 | $1.10M | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,696 | $1.12M | 0.01% | +3,996+148.0% | Added |
| Cito Capital Group, LLC | 6,700 | $1.12M | 0.30% | +1,700+34.0% | Added |
| WestHill Financial Advisors, Inc. | 6,709 | $1.12M | 0.19% | 00.0% | Unchanged |
| US Asset Management LLC | 6,760 | $1.13M | 0.86% | 00.0% | Unchanged |
| McAdam, LLC | 6,793 | $1.13M | 0.04% | −234−3.3% | Reduced |
| Essex Financial Services, Inc. | 6,812 | $1.14M | 0.06% | −904−11.7% | Reduced |
| Evercore Wealth Management, LLC | 6,844 | $1.14M | 0.02% | −1,200−14.9% | Reduced |
| Westerkirk Capital Inc. | 6,910 | $1.15M | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,955 | $1.16M | 0.01% | −379−5.2% | Reduced |
| Haverford Trust Co | 6,955 | $1.16M | 0.01% | +5,499+377.7% | Added |
| Advisory Services Network, LLC | 6,956 | $1.16M | 0.01% | +948+15.8% | Added |
| Smith, Salley & Associates | 6,963 | $1.16M | 0.05% | +187+2.8% | Added |
| TD Private Client Wealth LLC | 6,981 | $1.16M | 0.02% | +563+8.8% | Added |
| Simplicity Wealth,LLC | 6,992 | $1.17M | 0.04% | +765+12.3% | Added |
| EverSource Wealth Advisors, LLC | 6,994 | $1.17M | 0.04% | −1,815−20.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,028 | $1.17M | 0.50% | −26,799−79.2% | Reduced |
| Wealth Alliance | 7,029 | $1.17M | 0.10% | −2,059−22.7% | Reduced |
| DRW Securities, LLC | 7,115 | $1.17M | 0.07% | +7,115 | New |
| First Citizens Bank & Trust Co | 7,115 | $1.19M | 0.02% | +278+4.1% | Added |
| Clifford Swan Investment Counsel LLC | 7,209 | $1.20M | 0.04% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 6,415 | $1.21M | 0.06% | +1,533+31.4% | Added |
| Mogy Joel R Investment Counsel Inc | 7,265 | $1.21M | 0.07% | −685−8.6% | Reduced |
| Greenleaf Trust | 7,282 | $1.21M | 0.01% | −946−11.5% | Reduced |
| EULAV Asset Management | 7,311 | $1.22M | 0.04% | −74,689−91.1% | Reduced |
| Allworth Financial LP | 7,314 | $1.22M | 0.01% | −1,938−20.9% | Reduced |
| LS Investment Advisors, LLC | 7,336 | $1.22M | 0.17% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 7,397 | $1.23M | 0.03% | +150+2.1% | Added |
| Stephens Inc | 7,496 | $1.25M | 0.01% | +84+1.1% | Added |
| Farther Finance Advisors, LLC | 7,543 | $1.26M | 0.01% | −1,009−11.8% | Reduced |
| Fiduciary Trust Co | 7,563 | $1.26M | 0.01% | −237−3.0% | Reduced |
| Chilton Investment Co LLC | 7,578 | $1.26M | 0.03% | −131−1.7% | Reduced |
| Pallas Capital Advisors LLC | 7,603 | $1.27M | 0.04% | +85+1.1% | Added |
| Chesley Taft & Associates LLC | 7,603 | $1.27M | 0.05% | −2,427−24.2% | Reduced |
| Regions Financial Corp | 7,623 | $1.27M | 0.01% | −1,453−16.0% | Reduced |
| WSFS Capital Management, LLC | 7,633 | $1.27M | 0.06% | −1,186−13.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,675 | $1.28M | 0.03% | −12,115−61.2% | Reduced |
| Erste Asset Management GmbH | 7,692 | $1.28M | 0.01% | −14,097−64.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,754 | $1.29M | 0.29% | −344−4.2% | Reduced |
| Lantz Financial LLC | 7,769 | $1.29M | 0.24% | −15−0.2% | Reduced |
| IFP Advisors, Inc | 7,848 | $1.31M | 0.02% | +323+4.3% | Added |
| GAMMA Investing LLC | 7,921 | $1.32M | 0.05% | −151−1.9% | Reduced |
| Sunstone Asset Management, L.P. | 7,932 | $1.32M | 1.43% | −5,200−39.6% | Reduced |
| Arwa LLC | 7,334 | $1.34M | 0.55% | +288+4.1% | Added |
| Global Retirement Partners, LLC | 8,069 | $1.34M | 0.02% | +8,069 | New |
| Impact Capital Partners LLC | 8,111 | $1.35M | 0.37% | −759−8.6% | Reduced |
| Penserra Capital Management LLC | 8,119 | $1.35M | 0.01% | +603+8.0% | Added |
| Lester Murray Antman dba SimplyRich | 5,777 | $1.36M | 0.32% | +124+2.2% | Added |
| Dover Advisors, LLC | 7,378 | $1.37M | 0.56% | +2,689+57.3% | Added |
| Shelton Capital Management | 8,250 | $1.38M | 0.03% | −89−1.1% | Reduced |
| Aquatic Capital Management LLC | 8,277 | $1.38M | 0.05% | +8,277 | New |
| Delap Wealth Advisory, LLC | 8,335 | $1.39M | 0.47% | −14−0.2% | Reduced |
| Equitable Trust Co | 8,410 | $1.40M | 0.06% | −17−0.2% | Reduced |
| Twinbeech Capital LP | 8,440 | $1.41M | 0.25% | +1,140+15.6% | Added |
| Venture Visionary Partners LLC | 8,472 | $1.41M | 0.04% | −1,407−14.2% | Reduced |
| Ridgewood Investments LLC | 8,488 | $1.41M | 0.53% | +1,847+27.8% | Added |
| Middleton & Co Inc | 8,504 | $1.42M | 0.15% | +2,388+39.0% | Added |
| Storen Legacy Partners, LLC | 8,508 | $1.42M | 0.39% | +10.0% | Added |
| Moody National Bank Trust Division | 8,529 | $1.42M | 0.12% | −67−0.8% | Reduced |
| River Wealth Advisors LLC | 8,580 | $1.43M | 0.15% | −866−9.2% | Reduced |
| Harbor Capital Advisors, Inc. | 8,601 | $1.43M | 0.10% | +19+0.2% | Added |
| Smartleaf Asset Management LLC | 8,641 | $1.44M | 0.05% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 8,700 | $1.45M | 0.08% | +5,435+166.5% | Added |
| Principal Securities, Inc. | 8,708 | $1.45M | 0.02% | +735+9.2% | Added |
| Sierra Summit Advisors LLC | 8,715 | $1.45M | 0.16% | +8,715 | New |
| Perigon Wealth Management, LLC | 8,767 | $1.46M | 0.02% | +1,755+25.0% | Added |
| ISAM Funds (UK) Ltd | 8,800 | $1.47M | 1.04% | +8,800 | New |
| Evergreen Capital Management LLC | 8,867 | $1.48M | 0.03% | +2,345+36.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,954 | $1.49M | 0.01% | −22,743−71.8% | Reduced |
| Virtu Financial LLC | 8,956 | $1.49M | 0.05% | +8,956 | New |
| Syon Capital LLC | 8,969 | $1.49M | 0.07% | −2,202−19.7% | Reduced |
| Grimes & Company, Inc. | 8,983 | $1.50M | 0.03% | +225+2.6% | Added |
| Bowen Hanes & Co Inc | 8,636 | $1.50M | 0.04% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 8,996 | $1.50M | 0.58% | +72+0.8% | Added |
| EntryPoint Capital, LLC | 8,994 | $1.50M | 0.36% | +5,074+129.4% | Added |
| PDT Partners, LLC | 9,000 | $1.50M | 0.08% | +9,000 | New |
| RMR Wealth Builders | 9,024 | $1.50M | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 9,086 | $1.51M | 0.03% | −37,831−80.6% | Reduced |
| Applied Finance Capital Management, LLC | 9,205 | $1.53M | 0.11% | +9,205 | New |