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 |
|---|---|---|---|---|---|
| Third View Private Wealth, LLC | 31,989 | $5.33M | 0.66% | +5,563+21.1% | Added |
| Abc Arbitrage SA | 31,663 | $5.28M | 0.57% | +26,050+464.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 31,304 | $5.22M | 0.35% | +3,568+12.9% | Added |
| Aurdan Capital Management, LLC | 31,289 | $5.21M | 1.32% | −1,484−4.5% | Reduced |
| Geneos Wealth Management Inc. | 30,788 | $5.13M | 0.10% | +541+1.8% | Added |
| Canada Post Corp Registered Pension Plan | 30,761 | $5.13M | 0.18% | −8,795−22.2% | Reduced |
| Kentucky Retirement Systems | 30,669 | $5.11M | 0.13% | −14,639−32.3% | Reduced |
| Advisors Asset Management, Inc. | 30,644 | $5.11M | 0.08% | +228+0.7% | Added |
| Bell Asset Management Ltd | 30,420 | $5.07M | 1.35% | +535+1.8% | Added |
| Cyndeo Wealth Partners, LLC | 30,398 | $5.07M | 0.24% | +16+0.1% | Added |
| Brevan Howard Capital Management LP | 30,386 | $5.06M | 0.07% | +17,176+130.0% | Added |
| SRS Capital Advisors, Inc. | 30,312 | $5.05M | 0.03% | +19,411+178.1% | Added |
| Aptus Capital Advisors, LLC | 30,292 | $5.05M | 0.04% | +2,698+9.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 30,122 | $5.02M | 0.01% | −218,286−87.9% | Reduced |
| Woodline Partners LP | 30,109 | $5.02M | 0.02% | +10,999+57.6% | Added |
| Flputnam Investment Management Co | 28,972 | $4.83M | 0.06% | −22,898−44.1% | Reduced |
| Sendero Wealth Management, LLC | 28,905 | $4.82M | 0.48% | +27,521+1,988.5% | Added |
| Parcion Private Wealth LLC | 28,899 | $4.82M | 0.27% | −994−3.3% | Reduced |
| Illinois Municipal Retirement Fund | 28,703 | $4.78M | 0.05% | −9,623−25.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 28,400 | $4.73M | 0.02% | −54,247−65.6% | Reduced |
| Conning Inc. | 28,334 | $4.72M | 0.14% | +3,863+15.8% | Added |
| Cape Cod Five Cents Savings Bank | 27,479 | $4.58M | 0.37% | +27,479 | New |
| Lathrop Investment Management Corp | 27,279 | $4.55M | 0.80% | −4,977−15.4% | Reduced |
| Norinchukin Bank, The | 26,895 | $4.48M | 0.04% | −225−0.8% | Reduced |
| Occidental Asset Management, LLC | 26,750 | $4.46M | 0.44% | +945+3.7% | Added |
| Hartford Investment Management Co | 26,653 | $4.44M | 0.13% | −925−3.4% | Reduced |
| Stokes Capital Advisors, LLC | 26,448 | $4.41M | 0.94% | −10,302−28.0% | Reduced |
| Huntington National Bank | 26,305 | $4.38M | 0.02% | −7,636−22.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,268 | $4.38M | 0.53% | −985−3.6% | Reduced |
| Maryland State Retirement & Pension System | 25,982 | $4.33M | 0.07% | +1,373+5.6% | Added |
| Brinker Capital Investments, LLC | 25,942 | $4.32M | 0.03% | −23,109−47.1% | Reduced |
| Motco | 25,673 | $4.28M | 0.37% | +25,414+9,812.4% | Added |
| Omers Administration Corp | 25,660 | $4.28M | 0.03% | +2,924+12.9% | Added |
| Harrington Investments, INC | 25,436 | $4.24M | 2.05% | −380−1.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 25,391 | $4.23M | 0.65% | −1,106−4.2% | Reduced |
| Bonness Enterprises Inc | 25,300 | $4.22M | 1.36% | 00.0% | Unchanged |
| Intech Investment Management LLC | 25,237 | $4.21M | 0.04% | −9,133−26.6% | Reduced |
| Aviso Financial Inc. | 24,874 | $4.15M | 0.14% | −4,773−16.1% | Reduced |
| Snowden Capital Advisors LLC | 24,793 | $4.13M | 0.10% | −1,589−6.0% | Reduced |
| Louisiana State Employees Retirement System | 24,600 | $4.10M | 0.06% | −100−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,460 | $4.08M | 0.03% | −2,386−8.9% | Reduced |
| Hohimer Wealth Management, LLC | 24,453 | $4.08M | 0.42% | +1,317+5.7% | Added |
| Harbour Trust & Investment Management Co | 24,365 | $4.06M | 0.39% | −19,868−44.9% | Reduced |
| Exchange Traded Concepts, LLC | 24,284 | $4.05M | 0.02% | +4,228+21.1% | Added |
| New Mexico Educational Retirement Board | 24,041 | $4.01M | 0.10% | +1,400+6.2% | Added |
| Marks Group Wealth Management, Inc | 23,922 | $3.99M | 0.35% | −10,294−30.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 23,277 | $3.88M | 0.09% | −5,530−19.2% | Reduced |
| Squarepoint Ops LLC | 22,898 | $3.82M | 0.01% | −42,364−64.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 22,435 | $3.74M | 0.75% | −165−0.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 21,929 | $3.65M | 0.13% | +1,983+9.9% | Added |
| Ostrum Asset Management | 21,782 | $3.63M | 0.17% | +8,477+63.7% | Added |
| Larson Financial Group LLC | 21,582 | $3.60M | 0.09% | +561+2.7% | Added |
| First Manhattan Co | 21,536 | $3.59M | 0.01% | −7,591−26.1% | Reduced |
| Agf Management Ltd | 21,495 | $3.58M | 0.01% | −3,331−13.4% | Reduced |
| BNC Wealth Management, LLC | 21,378 | $3.56M | 0.86% | −500−2.3% | Reduced |
| Machina Capital S.A.S. | 21,297 | $3.55M | 0.56% | +8,299+63.8% | Added |
| Steward Partners Investment Advisory, LLC | 21,278 | $3.55M | 0.02% | −9,783−31.5% | Reduced |
| Morton Community Bank | 21,272 | $3.55M | 0.72% | +445+2.1% | Added |
| Scotia Capital Inc. | 21,188 | $3.53M | 0.01% | −16,977−44.5% | Reduced |
| Keybank National Association | 21,164 | $3.53M | 0.01% | −2,518−10.6% | Reduced |
| Private Advisor Group, LLC | 21,127 | $3.52M | 0.02% | +8,891+72.7% | Added |
| Cary Street Partners Financial LLC | 20,863 | $3.48M | 0.08% | +863+4.3% | Added |
| Balyasny Asset Management LLC | 20,849 | $3.47M | 0.01% | +8,361+67.0% | Added |
| Moneta Group Investment Advisors LLC | 20,817 | $3.47M | 0.03% | −430−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 20,583 | $3.43M | 0.04% | −3,119−13.2% | Reduced |
| Axxcess Wealth Management, LLC | 20,527 | $3.42M | 0.05% | +20,527 | New |
| Brown, Lisle/Cummings, Inc. | 20,401 | $3.40M | 0.76% | +70.0% | Added |
| Becker Capital Management Inc | 20,087 | $3.35M | 0.09% | +3,120+18.4% | Added |
| RBF Capital, LLC | 20,000 | $3.33M | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,951 | $3.33M | 0.02% | −8,293−29.4% | Reduced |
| Monte Financial Group, LLC | 17,501 | $3.32M | 1.06% | +17,501 | New |
| Brentview Investment Management LLC | 19,646 | $3.27M | 1.30% | +513+2.7% | Added |
| Rothschild Investment LLC | 19,637 | $3.27M | 0.12% | +14,086+253.8% | Added |
| QRG Capital Management, Inc. | 19,518 | $3.25M | 0.03% | −1,138−5.5% | Reduced |
| Qube Research & Technologies Ltd | 19,501 | $3.25M | 0.00% | +19,501 | New |
| Lafayette Investments, Inc. | 19,437 | $3.24M | 0.60% | +190+1.0% | Added |
| T. Rowe Price Investment Management, Inc. | 19,334 | $3.22M | 0.00% | +634+3.4% | Added |
| Vise Technologies, Inc. | 19,268 | $3.21M | 0.04% | +1,463+8.2% | Added |
| Polymer Capital Management (US) LLC | 19,154 | $3.19M | 0.47% | +11,021+135.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,952 | $3.16M | 0.98% | −1,888−9.1% | Reduced |
| MUFG Securities EMEA plc | 18,858 | $3.14M | 0.03% | −989−5.0% | Reduced |
| Beacon Pointe Advisors, LLC | 18,848 | $3.14M | 0.01% | −6,006−24.2% | Reduced |
| Gamco Investors, Inc. Et Al | 18,695 | $3.12M | 0.03% | −955−4.9% | Reduced |
| Bessemer Group Inc | 18,567 | $3.10M | 0.00% | −1,583−7.9% | Reduced |
| Brighton Jones LLC | 18,527 | $3.09M | 0.06% | −2,151−10.4% | Reduced |
| MAI Capital Management | 18,518 | $3.09M | 0.01% | +3,141+20.4% | Added |
| Founders Financial Securities LLC | 18,237 | $3.04M | 0.16% | +1,805+11.0% | Added |
| Financial Engines Advisors L.L.C. | 18,111 | $3.02M | 0.01% | +5,719+46.2% | Added |
| Bridgewater Associates, LP | 17,949 | $2.99M | 0.01% | +17,949 | New |
| Commonwealth Retirement Investments LLC | 17,770 | $2.96M | 0.80% | +17,770 | New |
| Heritage Trust Co | 17,650 | $2.94M | 0.25% | +1,044+6.3% | Added |
| Concurrent Investment Advisors, LLC | 17,547 | $2.92M | 0.02% | −3,835−17.9% | Reduced |
| Kestra Private Wealth Services, LLC | 17,358 | $2.89M | 0.03% | +1,862+12.0% | Added |
| Qsemble Capital Management, LP | 17,295 | $2.88M | 0.37% | +17,295 | New |
| Univest Financial Corp | 17,291 | $2.88M | 0.14% | −440−2.5% | Reduced |
| Empirical Finance, LLC | 17,218 | $2.87M | 0.12% | +568+3.4% | Added |
| Plato Investment Management Ltd | 17,248 | $2.86M | 0.16% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 17,118 | $2.85M | 0.04% | +1,444+9.2% | Added |
| Laird Norton Trust Company, LLC | 17,076 | $2.85M | 0.05% | −253−1.5% | Reduced |
| E. Ohman J:or Asset Management AB | 17,021 | $2.84M | 0.07% | 00.0% | Unchanged |