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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 1,200 | $200.0K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,200 | $200.0K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $200.0K | 0.11% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,200 | $200.0K | 0.03% | +1,200 | New |
| Strategic Investment Advisors | 1,169 | $194.8K | 0.01% | −12,199−91.3% | Reduced |
| Mather Group, LLC. | 1,168 | $194.6K | 0.00% | +117+11.1% | Added |
| Action Point Financial Planning, LLC | 1,150 | $190.5K | 0.02% | +1,150 | New |
| West Paces Advisors Inc. | 1,141 | $190.2K | 0.03% | −1,405−55.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,122 | $187.0K | 0.01% | −12−1.1% | Reduced |
| Rossby Financial, LCC | 1,085 | $180.8K | 0.03% | −1,619−59.9% | Reduced |
| Hollencrest Capital Management | 1,039 | $173.2K | 0.01% | −119−10.3% | Reduced |
| Bogart Wealth, LLC | 1,013 | $168.8K | 0.01% | −7−0.7% | Reduced |
| MV Capital Management, Inc. | 973 | $162.2K | 0.01% | −56−5.4% | Reduced |
| Trust Co of Vermont | 945 | $157.5K | 0.01% | +945 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 941 | $156.8K | 0.06% | +26+2.8% | Added |
| Swiss Re Ltd | 901 | $150.2K | 0.01% | +742+466.7% | Added |
| Rosenberg Matthew Hamilton | 884 | $147.3K | 0.03% | +328+59.0% | Added |
| CVA Family Office, LLC | 869 | $144.8K | 0.01% | −464−34.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 857 | $142.8K | 0.02% | +614+252.7% | Added |
| Lavaca Capital LLC | 828 | $138.0K | 0.01% | +128+18.3% | Added |
| Tower Trust & Investment Co | 828 | $138.0K | 0.08% | −3,233−79.6% | Reduced |
| Atlantic Trust, LLC | 751 | $125.2K | 0.02% | +83+12.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 750 | $125.0K | 0.04% | +140+23.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 746 | $124.3K | 0.04% | +746 | New |
| Transamerica Financial Advisors, Inc. | 713 | $118.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 710 | $118.3K | 0.00% | −189−21.0% | Reduced |
| Washington Trust Advisors, Inc. | 692 | $115.3K | 0.01% | +30+4.5% | Added |
| Institute for Wealth Management, LLC. | 691 | $115.2K | 0.01% | +691 | New |
| HHM Wealth Advisors, LLC | 666 | $111.0K | 0.01% | −74−10.0% | Reduced |
| UMA Financial Services, Inc. | 649 | $108.1K | 0.01% | +348+115.6% | Added |
| Clean Yield Group | 646 | $107.7K | 0.03% | +460+247.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 633 | $105.5K | 0.00% | −315−33.2% | Reduced |
| True Wealth Design, LLC | 632 | $105.3K | 0.03% | −941−59.8% | Reduced |
| Basepoint Wealth LLC | 629 | $104.9K | 0.06% | +3+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $100.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 580 | $96.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 564 | $94.0K | 0.01% | −279−33.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 553 | $92.2K | 0.01% | −6−1.1% | Reduced |
| Manning & Napier Advisors LLC | 548 | $91.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 538 | $89.7K | 0.03% | +66+14.0% | Added |
| Simplex Trading, LLC | 531 | $88.5K | 0.00% | −1,362−71.9% | Reduced |
| Union Savings Bank | 514 | $85.7K | 0.03% | −55−9.7% | Reduced |
| Osterweis Capital Management Inc | 513 | $85.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 511 | $85.2K | 0.01% | +80+18.6% | Added |
| Baillie Gifford & Co | 511 | $85.2K | 0.00% | −63,897−99.2% | Reduced |
| Owl Creek Wealth Partners LLC | 498 | $83.0K | 0.02% | +54+12.2% | Added |
| Key Financial Inc | 493 | $82.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 477 | $82.1K | 0.01% | +5+1.1% | Added |
| ZRC Wealth Management, LLC | 476 | $79.4K | 0.02% | +165+53.1% | Added |
| Sachetta, LLC | 473 | $78.8K | 0.04% | +51+12.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 470 | $78.4K | 0.02% | +2+0.4% | Added |
| USA Financial Formulas | 466 | $77.7K | 0.01% | +466 | New |
| Merrithew & Thorsten Inc | 463 | $77.0K | 0.07% | +3+0.7% | Added |
| State of Wyoming | 455 | $75.8K | 0.01% | +455 | New |
| Silver Grove Financial Group, Inc. | 454 | $75.7K | 0.04% | +454 | New |
| Kerr Financial Planning Corp | 454 | $75.6K | 0.08% | +96+26.8% | Added |
| Hara Capital LLC | 453 | $75.5K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $75.0K | 0.04% | 00.0% | Unchanged |
| Maseco LLP | 448 | $74.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 431 | $74.2K | 0.01% | +2+0.5% | Added |
| Lodestone Wealth Management LLC | 435 | $72.5K | 0.03% | +15+3.6% | Added |
| Pittenger & Anderson Inc | 429 | $71.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 425 | $70.8K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 415 | $69.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 412 | $68.7K | 0.02% | +2+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 410 | $68.3K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 405 | $67.5K | 0.01% | −150−27.0% | Reduced |
| Minot DeBlois Advisors LLC | 400 | $66.7K | 0.06% | 00.0% | Unchanged |
| Guardian Partners Inc. | 400 | $66.7K | 0.01% | +400 | New |
| Independence Bank of Kentucky | 395 | $65.8K | 0.01% | −316−44.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 387 | $64.5K | 0.09% | −1−0.3% | Reduced |
| Colonial Trust Co | 386 | $64.3K | 0.01% | −190−33.0% | Reduced |
| Leonteq Securities AG | 383 | $63.8K | 0.00% | −2,699−87.6% | Reduced |
| Bruce G. Allen Investments, LLC | 368 | $61.3K | 0.04% | −66−15.2% | Reduced |
| Silvant Capital Management LLC | 358 | $59.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 356 | $59.4K | 0.00% | +248+229.6% | Added |
| Raleigh Capital Management Inc. | 356 | $59.3K | 0.02% | −3−0.8% | Reduced |
| Purpose Unlimited Inc. | 354 | $59.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 349 | $58.2K | 0.04% | −10−2.8% | Reduced |
| Ares Financial Consulting, LLC | 344 | $57.3K | 0.04% | +9+2.7% | Added |
| WPG Advisers, LLC | 337 | $56.2K | 0.03% | +53+18.7% | Added |
| Meramec Financial Planners, LLC | 300 | $55.0K | 0.02% | +18+6.4% | Added |
| Cornerstone Planning Group LLC | 304 | $53.5K | 0.01% | −66−17.8% | Reduced |
| Capital Analysts, LLC | 312 | $52.0K | 0.00% | +85+37.4% | Added |
| HighMark Wealth Management LLC | 308 | $51.3K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 305 | $50.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 305 | $50.8K | 0.00% | +5+1.7% | Added |
| Glen Eagle Advisors, LLC | 305 | $50.8K | 0.01% | −21−6.4% | Reduced |
| Golden State Wealth Management, LLC | 301 | $50.2K | 0.00% | +168+126.3% | Added |
| Acumen Wealth Advisors, LLC | 300 | $50.0K | 0.01% | −54−15.3% | Reduced |
| Chelsea Counsel Co | 300 | $50.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 300 | $50.0K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 296 | $49.3K | 0.01% | −551−65.1% | Reduced |
| Walleye Capital LLC | 295 | $49.2K | 0.00% | −1,354−82.1% | Reduced |
| Fedenia Advisers LLC | 291 | $48.5K | 0.01% | +291 | New |
| MidFirst Bank | 286 | $47.7K | 0.00% | −95−24.9% | Reduced |
| Loomis Sayles & Co L P | 286 | $47.7K | 0.00% | +248+652.6% | Added |
| Perkins Coie Trust Co | 286 | $47.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 278 | $46.3K | 0.00% | −142−33.8% | Reduced |
| Dunhill Financial, LLC | 277 | $46.3K | 0.01% | +15+5.7% | Added |