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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 2,741 | $456.8K | 0.08% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2,739 | $456.5K | 0.04% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,493 | $454.0K | 0.05% | +21+0.8% | Added |
| Archvest Wealth Advisors, Inc. | 2,705 | $450.8K | 0.26% | −213−7.3% | Reduced |
| Culbertson A N & Co Inc | 2,703 | $450.5K | 0.05% | +2,703 | New |
| Advisortrust Partners, LLC | 2,695 | $449.3K | 0.15% | +14+0.5% | Added |
| Capital Advisors Inc | 2,693 | $448.8K | 0.01% | −6−0.2% | Reduced |
| Warther Private Wealth, LLC | 2,680 | $446.7K | 0.10% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,677 | $446.2K | 0.02% | +202+8.2% | Added |
| Shira Ridge Wealth Management | 2,673 | $445.5K | 0.16% | −968−26.6% | Reduced |
| Quotient Wealth Partners, LLC | 2,673 | $445.5K | 0.01% | +43+1.6% | Added |
| Bulltick Wealth Management, LLC | 2,648 | $441.3K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,646 | $441.0K | 0.06% | −878−24.9% | Reduced |
| Leavell Investment Management, Inc. | 2,640 | $440.0K | 0.02% | +34+1.3% | Added |
| Prosperity Consulting Group, LLC | 2,638 | $439.7K | 0.02% | −3,193−54.8% | Reduced |
| SOA Wealth Advisors, LLC. | 2,637 | $439.5K | 0.07% | −91−3.3% | Reduced |
| Boston Research & Management Inc | 2,620 | $436.7K | 0.10% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,791 | $436.7K | 0.14% | +376+26.6% | Added |
| Deseret Mutual Benefit Administrators | 2,618 | $436.3K | 0.14% | −226−7.9% | Reduced |
| Fulcrum Asset Management LLP | 2,611 | $435.3K | 0.04% | −110−4.0% | Reduced |
| Missouri Trust & Investment Co | 2,291 | $434.4K | 0.12% | −829−26.6% | Reduced |
| Western Pacific Wealth Management, LP | 2,605 | $434.2K | 0.39% | +1,335+105.1% | Added |
| Matauro, LLC | 2,595 | $432.4K | 0.06% | +730+39.1% | Added |
| 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 |
| C2C Wealth Management, LLC | 2,580 | $430.0K | 0.34% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,576 | $429.3K | 0.01% | −3,771−59.4% | 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 |
| Palisade Capital Management LLC | 2,549 | $424.8K | 0.02% | −749−22.7% | Reduced |
| Private Trust Co NA | 2,547 | $424.5K | 0.03% | −241−8.6% | Reduced |
| Jacobi Capital Management LLC | 2,543 | $423.9K | 0.02% | −85−3.2% | Reduced |
| Heritage Investors Management Corp | 2,535 | $423.0K | 0.01% | 00.0% | Unchanged |
| Nvest Financial, LLC | 2,535 | $422.5K | 0.13% | −48−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,344 | $419.6K | 0.01% | −4,408−65.3% | Reduced |
| Broderick Brian C | 2,500 | $416.7K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,483 | $413.8K | 0.03% | −194−7.2% | Reduced |
| Dakota Wealth Management | 2,479 | $413.2K | 0.01% | −13,780−84.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 2,469 | $412.9K | 0.01% | +1,839+291.9% | Added |
| Daymark Wealth Partners, LLC | 2,476 | $412.6K | 0.01% | −3,659−59.6% | Reduced |
| Sowell Financial Services LLC | 2,474 | $412.4K | 0.01% | −1,510−37.9% | Reduced |
| Calamos Wealth Management LLC | 2,445 | $407.5K | 0.01% | −5−0.2% | Reduced |
| TCG Advisory Services, LLC | 2,439 | $406.6K | 0.01% | +448+22.5% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $406.0K | 0.19% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 2,432 | $405.4K | 0.20% | +814+50.3% | Added |
| Savvy Advisors, Inc. | 2,417 | $402.9K | 0.01% | −300−11.0% | Reduced |
| Insigneo Advisory Services, LLC | 2,404 | $400.6K | 0.02% | −83−3.3% | Reduced |
| Essential Partners LLC | 2,396 | $399.3K | 0.18% | +1,528+176.0% | Added |
| Grove Bank & Trust | 2,388 | $398.0K | 0.04% | +21+0.9% | Added |
| YHB Investment Advisors, Inc. | 2,362 | $393.7K | 0.03% | +2,362 | New |
| Powell Investment Advisors, LLC | 2,359 | $393.2K | 0.12% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,352 | $392.0K | 0.02% | +914+63.6% | Added |
| CBOE Vest Financial, LLC | 2,351 | $391.8K | 0.00% | +126+5.7% | Added |
| Prime Capital Investment Advisors, LLC | 2,336 | $389.3K | 0.00% | −22−0.9% | Reduced |
| Thrive Wealth Management, LLC | 2,328 | $388.0K | 0.05% | −109−4.5% | Reduced |
| Excelsior Advisor Network LLC | 2,323 | $387.2K | 0.05% | +2,323 | New |
| Mainsail Asset Management, LLC | 2,122 | $386.7K | 0.15% | +610+40.3% | Added |
| Meadowbrook Advisors Group, LLC | 2,310 | $385.0K | 0.21% | +2,310 | New |
| Zions Bancorporation, National Association | 2,285 | $380.8K | 0.02% | −13,260−85.3% | Reduced |
| Eastern Bank | 2,269 | $378.2K | 0.01% | +664+41.4% | Added |
| Indivisible Partners | 2,265 | $377.5K | 0.02% | +937+70.6% | Added |
| TritonPoint Partners, LLC | 2,256 | $376.0K | 0.03% | +2,256 | New |
| Destination Wealth Management | 2,253 | $375.5K | 0.01% | +29+1.3% | Added |
| Avalon Trust Co | 2,244 | $374.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,236 | $372.8K | 0.00% | +199+9.8% | Added |
| Sun Financial Inc | 1,952 | $372.5K | 0.18% | −99−4.8% | Reduced |
| Revolve Wealth Partners, LLC | 2,232 | $372.0K | 0.04% | +2,232 | New |
| ARS Investment Partners, LLC | 2,228 | $371.3K | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,220 | $370.0K | 0.03% | −4−0.2% | Reduced |
| S-Bank Fund Management Ltd | 2,207 | $367.8K | 0.05% | −3,352−60.3% | Reduced |
| Financial Consulate, Inc | 2,196 | $366.0K | 0.04% | −14−0.6% | Reduced |
| Lawood & Co | 2,189 | $364.8K | 0.25% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,188 | $364.6K | 0.15% | −712−24.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,182 | $363.7K | 0.02% | −132−5.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,180 | $363.3K | 0.09% | −14−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,178 | $363.0K | 0.01% | +159+7.9% | Added |
| Roble, Belko & Company, Inc | 2,170 | $362.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,163 | $360.5K | 0.01% | +69+3.3% | Added |
| Davis R M Inc | 2,162 | $360.3K | 0.01% | +171+8.6% | Added |
| QTR Family Wealth, LLC | 2,127 | $354.5K | 0.12% | −291−12.0% | Reduced |
| First Horizon Corp | 2,108 | $351.3K | 0.01% | −609−22.4% | Reduced |
| Legacy Advisors, LLC | 2,105 | $350.8K | 0.03% | −1,148−35.3% | Reduced |
| Sentinus, LLC | 2,101 | $350.2K | 0.03% | −2,294−52.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $350.0K | 0.07% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,091 | $348.5K | 0.01% | −18−0.9% | Reduced |
| Koshinski Asset Management, Inc. | 2,089 | $348.1K | 0.02% | +253+13.8% | Added |
| Congress Asset Management Co | 2,087 | $347.8K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 2,082 | $347.0K | 0.00% | +2,082 | New |
| Fielder Capital Group LLC | 2,075 | $345.8K | 0.07% | −30−1.4% | Reduced |
| denkapparat Operations GmbH | 2,068 | $344.7K | 0.11% | +2,068 | New |
| Pine Valley Investments Ltd Liability Co | 2,067 | $344.6K | 0.01% | +79+4.0% | Added |
| Reliant Investment Management, LLC | 2,066 | $344.3K | 0.12% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,050 | $341.7K | 0.02% | −193−8.6% | Reduced |
| Expressive Wealth LLC | 2,041 | $340.2K | 0.32% | +451+28.4% | Added |
| Verity & Verity, LLC | 2,040 | $340.0K | 0.02% | +140+7.4% | Added |
| CKW Financial Group | 1,968 | $339.0K | 0.03% | +5+0.3% | Added |
| Harbour Investments, Inc. | 2,031 | $338.6K | 0.00% | −116−5.4% | Reduced |
| Riversedge Advisors, LLC | 2,031 | $338.5K | 0.04% | +333+19.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,030 | $338.3K | 0.08% | −41−2.0% | Reduced |
| Federated Hermes, Inc. | 2,026 | $337.7K | 0.00% | −11−0.5% | Reduced |