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 |
|---|---|---|---|---|---|
| Defiance ETFs, LLC | 1,959 | $337.2K | 0.00% | +336+20.7% | Added |
| Eads & Heald Wealth Management | 2,016 | $336.0K | 0.16% | −80−3.8% | Reduced |
| Hutchinson Capital Management | 2,011 | $335.2K | 0.06% | +12+0.6% | Added |
| Wallace Capital Management Inc. | 2,010 | $335.0K | 0.04% | 00.0% | Unchanged |
| S&CO Inc | 2,000 | $333.0K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,992 | $332.0K | 0.01% | +125+6.7% | Added |
| Parsons Capital Management Inc | 1,991 | $331.8K | 0.02% | −19−0.9% | Reduced |
| Baader Bank INC | 1,982 | $330.3K | 0.03% | +1,982 | New |
| Atala Financial Inc | 1,981 | $330.2K | 0.20% | 00.0% | Unchanged |
| MQS Management LLC | 1,979 | $329.8K | 0.40% | +1,979 | New |
| Ignite Planners, LLC | 1,976 | $329.8K | 0.05% | +68+3.6% | Added |
| Farringdon Capital, Ltd. | 1,967 | $327.8K | 0.16% | −12,436−86.3% | Reduced |
| Private Wealth Asset Management, LLC | 1,960 | $326.7K | 0.03% | −192−8.9% | Reduced |
| Annex Advisory Services, LLC | 1,950 | $325.1K | 0.01% | −42,794−95.6% | Reduced |
| GEM Asset Management, LLC | 1,929 | $321.5K | 0.13% | 00.0% | Unchanged |
| Vantus Wealth LLC | 1,906 | $317.7K | 0.17% | +1,906 | New |
| Argentarii, LLC | 1,659 | $317.3K | 0.10% | +1,659 | New |
| Versant Capital Management, Inc | 1,903 | $317.2K | 0.03% | +567+42.4% | Added |
| Carlson Capital L P | 1,900 | $316.7K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,886 | $314.3K | 0.11% | −418−18.1% | Reduced |
| Verition Fund Management LLC | 1,882 | $313.7K | 0.00% | −1,941−50.8% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $313.5K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,878 | $313.0K | 0.07% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,877 | $312.8K | 0.10% | +3+0.2% | Added |
| Stockman Wealth Management, Inc. | 1,875 | $312.5K | 0.03% | −155−7.6% | Reduced |
| IHT Wealth Management, LLC | 1,866 | $310.9K | 0.01% | −942−33.5% | Reduced |
| Heritage Wealth Management, Inc. | 1,852 | $308.7K | 0.08% | +1,852 | New |
| EJMK Ventures LLC | 1,847 | $307.8K | 0.14% | +469+34.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,835 | $305.8K | 0.03% | −759−29.3% | Reduced |
| Umb Bank N A | 1,828 | $304.7K | 0.00% | −449−19.7% | Reduced |
| LeClair Wealth Partners LLC | 1,822 | $303.7K | 0.16% | +1,822 | New |
| Stevens Capital Management LP | 1,815 | $303.0K | 0.07% | +1,815 | New |
| Financial Management Professionals, Inc. | 1,817 | $302.9K | 0.03% | +2+0.1% | Added |
| Cornerstone Advisory, LLC | 1,810 | $301.6K | 0.03% | +17+0.9% | Added |
| Blueshift Asset Management, LLC | 1,806 | $301.0K | 0.07% | +1,806 | New |
| Dillon & Associates Inc | 1,800 | $301.0K | 0.04% | 00.0% | Unchanged |
| Venator Management LLC | 1,800 | $300.0K | 0.07% | −1,200−40.0% | Reduced |
| New Hampshire Trust | 1,795 | $299.2K | 0.06% | +17+1.0% | Added |
| Sigma Planning Corp | 1,795 | $299.2K | 0.01% | −184−9.3% | Reduced |
| Northstar Financial Companies, Inc. | 1,787 | $297.8K | 0.20% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,778 | $296.3K | 0.01% | −14−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,769 | $294.8K | 0.00% | −165−8.5% | Reduced |
| Talisman Wealth Advisors LLC | 1,766 | $294.3K | 0.23% | −104−5.6% | Reduced |
| Summit Asset Management, LLC | 1,757 | $292.8K | 0.04% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $292.3K | 0.07% | 0 | New |
| Nicolet Bankshares Inc | 1,671 | $292.0K | 0.01% | −3,995−70.5% | Reduced |
| E Fund Management Co., Ltd. | 1,747 | $291.2K | 0.01% | −63−3.5% | Reduced |
| Moors & Cabot, Inc. | 1,737 | $289.6K | 0.01% | −654−27.4% | Reduced |
| Boothbay Fund Management, LLC | 1,734 | $289.0K | 0.01% | −1,287−42.6% | Reduced |
| Tempo Wealth, LLC | 1,731 | $288.6K | 0.04% | +9+0.5% | Added |
| Aspiriant, LLC | 1,731 | $288.5K | 0.01% | +1,731 | New |
| Fukoku Mutual Life Insurance Co | 1,730 | $288.3K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,716 | $286.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,715 | $285.8K | 0.03% | −46−2.6% | Reduced |
| SHP Wealth Management | 1,714 | $285.6K | 0.02% | +1,514+757.0% | Added |
| Stokes Family Office, LLC | 1,705 | $284.2K | 0.03% | −422−19.8% | Reduced |
| Abner Herrman & Brock LLC | 1,702 | $284.0K | 0.03% | +12+0.7% | Added |
| Clarkston Capital Partners, LLC | 1,700 | $283.3K | 0.02% | −25−1.4% | Reduced |
| Sava Infond d.o.o. | 1,700 | $283.3K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,699 | $283.2K | 0.03% | +4+0.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,683 | $280.5K | 0.01% | −2,700−61.6% | Reduced |
| Inscription Capital, LLC | 1,677 | $279.6K | 0.02% | +1,677 | New |
| Dynamic Advisor Solutions LLC | 1,677 | $279.5K | 0.01% | −166−9.0% | Reduced |
| Main Street Financial Solutions, LLC | 1,668 | $278.0K | 0.02% | +160+10.6% | Added |
| Investment Partners, Ltd. | 1,658 | $276.3K | 0.09% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 1,657 | $276.2K | 0.21% | +1,657 | New |
| Financial Advisory Service, Inc. | 1,654 | $275.7K | 0.01% | −840−33.7% | Reduced |
| Engineers Gate Manager LP | 1,650 | $275.0K | 0.00% | −23,685−93.5% | Reduced |
| Modern Wealth Management, LLC | 1,648 | $274.6K | 0.00% | +37+2.3% | Added |
| Waldron Private Wealth LLC | 1,647 | $274.5K | 0.01% | −14−0.8% | Reduced |
| Evernest Financial Advisors, LLC | 1,639 | $273.2K | 0.06% | −119−6.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,637 | $272.9K | 0.01% | +18+1.1% | Added |
| Gratus Wealth Advisors, LLC | 1,632 | $272.0K | 0.03% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,629 | $271.5K | 0.02% | −196−10.7% | Reduced |
| Baron Wealth Management LLC | 1,617 | $269.5K | 0.07% | +164+11.3% | Added |
| Clear Creek Financial Management, LLC | 1,615 | $269.2K | 0.02% | −32−1.9% | Reduced |
| Hall Laurie J Trustee | 1,610 | $268.3K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $268.2K | 0.14% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $268.0K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,596 | $266.1K | 0.00% | +1,596 | New |
| Knightsbridge Asset Management, LLC | 1,596 | $266.0K | 0.03% | −1,133−41.5% | Reduced |
| Stonebridge Financial Group, LLC | 1,599 | $266.0K | 0.04% | +1,599 | New |
| Intellectus Partners, LLC | 1,591 | $265.2K | 0.05% | +3+0.2% | Added |
| Guardian Wealth Advisors, LLC | 1,590 | $265.0K | 0.02% | −135−7.8% | Reduced |
| Optas, LLC | 1,585 | $264.2K | 0.04% | −328−17.1% | Reduced |
| True North Advisors, LLC | 1,581 | $263.5K | 0.03% | −377−19.3% | Reduced |
| TFR Capital, LLC. | 1,581 | $263.5K | 0.07% | −57−3.5% | Reduced |
| 1015 Capital Partners, LLC | 1,571 | $261.8K | 0.22% | +4+0.3% | Added |
| NBC Securities, Inc. | 1,569 | $261.5K | 0.02% | +83+5.6% | Added |
| Ariston Services Group | 1,568 | $261.3K | 0.14% | +1,568 | Added |
| Cornerstone Wealth Group, LLC | 1,568 | $261.3K | 0.02% | +171+12.2% | Added |
| GTS Securities LLC | 1,567 | $261.2K | 0.01% | −2,081−57.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,566 | $261.0K | 0.03% | −86−5.2% | Reduced |
| Curated Wealth Partners LLC | 1,563 | $260.5K | 0.03% | +375+31.6% | Added |
| Fayez Sarofim & Co | 1,558 | $259.7K | 0.00% | +108+7.4% | Added |
| Wellington Grp LLC | 1,545 | $257.5K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,492 | $256.8K | 0.02% | +165+12.4% | Added |
| Aprio Wealth Management, LLC | 1,533 | $255.5K | 0.01% | −920−37.5% | Reduced |
| Umpqua Bank | 1,529 | $254.8K | 0.06% | −207−11.9% | Reduced |
| Readystate Asset Management LP | 1,527 | $254.5K | 0.01% | +1,527 | New |