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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 276 | $46.0K | 0.00% | +3+1.1% | Added |
| Triumph Capital Management | 274 | $45.7K | 0.01% | −5−1.8% | Reduced |
| South State Corp. | 274 | $45.7K | 0.00% | −48−14.9% | Reduced |
| IFG Advisory, LLC | 271 | $45.1K | 0.00% | +271 | New |
| Pension & Wealth Management Advisors, Inc. | 264 | $44.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 263 | $43.8K | 0.00% | +20+8.2% | Added |
| Rialto Wealth Management, LLC | 254 | $42.3K | 0.01% | +26+11.4% | Added |
| GW&K Investment Management, LLC | 251 | $42.0K | 0.00% | −19−7.0% | Reduced |
| Ancora Advisors, LLC | 251 | $41.8K | 0.00% | −974−79.5% | Reduced |
| Stone House Investment Management, LLC | 249 | $41.4K | 0.01% | +59+31.1% | Added |
| Aventura Private Wealth, LLC | 246 | $41.0K | 0.01% | −105−29.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 246 | $41.0K | 0.01% | +18+7.9% | Added |
| Solstein Capital, LLC | 231 | $38.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 230 | $38.3K | 0.00% | −106−31.5% | Reduced |
| Tompkins Financial Corp | 229 | $38.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 227 | $37.8K | 0.00% | −1,225−84.4% | Reduced |
| Sankala Group LLC | 199 | $37.3K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 221 | $36.8K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 218 | $36.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 212 | $35.3K | 0.00% | −59−21.8% | Reduced |
| Princeton Global Asset Management LLC | 207 | $34.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 206 | $34.3K | 0.00% | +6+3.0% | Added |
| Kemnay Advisory Services Inc. | 203 | $33.8K | 0.00% | +8+4.1% | Added |
| Tiaa Trust, National Association | 201 | $33.5K | 0.00% | −215−51.7% | Reduced |
| Ameriflex Group, Inc. | 195 | $32.5K | 0.01% | +23+13.4% | Added |
| First Pacific Financial | 191 | $31.8K | 0.00% | −47−19.7% | Reduced |
| Bell Investment Advisors, Inc | 187 | $31.2K | 0.00% | +38+25.5% | Added |
| Oakworth Capital, Inc. | 186 | $31.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 185 | $30.8K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 183 | $30.5K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 182 | $30.3K | 0.00% | −65−26.3% | Reduced |
| Bayban | 181 | $30.2K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 180 | $30.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 171 | $28.5K | 0.01% | −108−38.7% | Reduced |
| Joseph Group Capital Management | 171 | $28.5K | 0.01% | +63+58.3% | Added |
| Prestige Wealth Management Group LLC | 169 | $28.2K | 0.01% | −1,220−87.8% | Reduced |
| Entrust Financial LLC | 166 | $27.7K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 164 | $27.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 163 | $27.2K | 0.00% | −17−9.4% | Reduced |
| Hanson & Doremus Investment Management | 163 | $27.0K | 0.00% | −43−20.9% | Reduced |
| Capital Advisors, Ltd. LLC | 162 | $27.0K | 0.00% | +99+157.1% | Added |
| Pinnacle Bancorp, Inc. | 159 | $26.5K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 157 | $26.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 151 | $25.2K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 142 | $23.7K | 0.00% | −52−26.8% | Reduced |
| Essential Investment Partners LLC | 135 | $22.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 134 | $22.3K | 0.00% | +45+50.6% | Added |
| Prosperity Bancshares Inc | 129 | $21.5K | 0.01% | +8+6.6% | Added |
| Piscataqua Savings Bank | 129 | $21.5K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 124 | $21.0K | 0.01% | −11−8.1% | Reduced |
| Creative Financial Designs Inc | 125 | $20.8K | 0.00% | +110+733.3% | Added |
| PlanVest Financial, Inc | 121 | $20.2K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 121 | $20.2K | 0.00% | +12+11.0% | Added |
| Covestor Ltd | 119 | $20.0K | 0.01% | −11−8.5% | Reduced |
| Webster Bank, N. A. | 119 | $19.8K | 0.00% | −178−59.9% | Reduced |
| Compass Financial Management LLC | 118 | $19.7K | 0.00% | +118 | New |
| Delos Wealth Advisors, LLC | 115 | $19.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 115 | $19.2K | 0.00% | −87−43.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 114 | $19.0K | 0.00% | −25−18.0% | Reduced |
| Highline Wealth Partners LLC | 112 | $18.7K | 0.00% | +27+31.8% | Added |
| Clear Street Markets LLC | 112 | $18.7K | 0.00% | +32+40.0% | Added |
| Spire Wealth Management | 108 | $17.9K | 0.00% | −11,063−99.0% | Reduced |
| Raffa Wealth Management, LLC | 107 | $17.8K | 0.00% | −7−6.1% | Reduced |
| Axxion S.A. | 105 | $17.5K | 0.00% | +105 | New |
| Wilkerson Advisory Group LLC | 103 | $17.2K | 0.01% | +16+18.4% | Added |
| Heritage Wealth Advisors | 101 | $16.8K | 0.00% | −291−74.2% | Reduced |
| Colonial Trust Advisors | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 97 | $16.2K | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 95 | $15.9K | 0.01% | −8,661−98.9% | Reduced |
| WealthCollab, LLC | 95 | $15.8K | 0.01% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 94 | $15.7K | 0.00% | +94 | New |
| DT Investment Partners, LLC | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 85 | $14.2K | 0.00% | +2+2.4% | Added |
| Boreal Capital Management LLC | 83 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 83 | $13.8K | 0.00% | +29+53.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 82 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 80 | $13.3K | 0.01% | −4−4.8% | Reduced |
| FWL Investment Management, LLC | 80 | $13.3K | 0.00% | +80 | New |
| TD Capital Management LLC | 79 | $13.1K | 0.00% | −21−21.0% | Reduced |
| Whipplewood Advisors, LLC | 78 | $13.0K | 0.01% | −230−74.7% | Reduced |
| Dogwood Wealth Management LLC | 76 | $12.7K | 0.00% | +53+230.4% | Added |
| Arlington Trust Co LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 75 | $12.5K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 72 | $12.1K | 0.00% | −131−64.5% | Reduced |
| Ogorek Anthony Joseph | 74 | $12.0K | 0.00% | −15−16.9% | Reduced |
| 1248 Management, LLC | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 69 | $11.5K | 0.00% | −23−25.0% | Reduced |
| Aspect Partners, LLC | 68 | $11.3K | 0.00% | −8−10.5% | Reduced |
| Avion Wealth | 70 | $11.0K | 0.00% | +7+11.1% | Added |
| Allied Private Wealth LLC | 61 | $11.0K | 0.01% | +61 | New |
| Marquette Asset Management, LLC | 65 | $10.8K | 0.00% | +54+490.9% | Added |
| Financial Gravity Companies, Inc. | 63 | $10.5K | 0.00% | +63 | New |
| Copia Wealth Management | 62 | $10.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 62 | $10.3K | 0.00% | +12+24.0% | Added |
| Osbon Capital Management LLC | 61 | $10.3K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 61 | $10.2K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 59 | $9.83K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 58 | $9.67K | 0.00% | −8−12.1% | Reduced |
| McGuire Capital Advisors Inc | 58 | $9.67K | 0.01% | 00.0% | Unchanged |