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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 17,001 | $2.83M | 0.09% | 00.0% | Unchanged |
| Suncoast Equity Management | 16,611 | $2.77M | 0.35% | −2,427−12.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 16,496 | $2.75M | 0.23% | −379−2.2% | Reduced |
| Boston Private Wealth LLC | 16,469 | $2.74M | 0.17% | −1,900−10.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,466 | $2.74M | 0.09% | +2,037+14.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,309 | $2.72M | 0.00% | −27,740−63.0% | Reduced |
| HB Wealth Management, LLC | 16,262 | $2.71M | 0.02% | −1,880−10.4% | Reduced |
| CAPROCK Group, Inc. | 15,753 | $2.63M | 0.05% | +3,347+27.0% | Added |
| Essex LLC | 15,664 | $2.61M | 0.40% | −1,001−6.0% | Reduced |
| Commerzbank Aktiengesellschaft | 15,543 | $2.59M | 0.05% | −821−5.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 15,532 | $2.59M | 0.02% | −6,387−29.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,448 | $2.57M | 0.03% | −43−0.3% | Reduced |
| Element Squared LLC | 15,375 | $2.56M | 1.27% | +15,375 | New |
| Dean Investment Associates, LLC | 15,267 | $2.54M | 0.33% | −1,176−7.2% | Reduced |
| Vestor Capital, LLC | 48,400 | $2.51M | 0.21% | +47,598+5,934.9% | Added |
| Cresset Asset Management, LLC | 15,049 | $2.51M | 0.01% | +802+5.6% | Added |
| Sequoia Financial Advisors, LLC | 15,030 | $2.51M | 0.01% | −4,028−21.1% | Reduced |
| Metis Global Partners, LLC | 14,859 | $2.48M | 0.06% | −9,987−40.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,829 | $2.47M | 0.01% | +474+3.3% | Added |
| Equitable Holdings, Inc. | 14,723 | $2.45M | 0.01% | −2,368−13.9% | Reduced |
| Freestone Capital Holdings, LLC | 14,593 | $2.43M | 0.06% | +293+2.0% | Added |
| Evelyn Partners Group Ltd | 14,517 | $2.42M | 0.05% | +14,517 | New |
| MUFG Securities Americas Inc. | 14,512 | $2.42M | 0.12% | +1,116+8.3% | Added |
| Burling Wealth Partners, LLC | 14,455 | $2.41M | 0.35% | −2,837−16.4% | Reduced |
| North Dakota State Investment Board | 14,445 | $2.41M | 0.10% | +148+1.0% | Added |
| Kinneret Advisory, LLC | 14,306 | $2.38M | 0.19% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 14,300 | $2.38M | 0.08% | −400−2.7% | Reduced |
| Zurich Insurance Group Ltd | 14,200 | $2.37M | 0.02% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 14,160 | $2.36M | 0.00% | −339,501−96.0% | Reduced |
| Ronald Blue Trust, Inc. | 14,142 | $2.36M | 0.02% | +267+1.9% | Added |
| Kestra Advisory Services, LLC | 14,106 | $2.35M | 0.01% | +6,210+78.6% | Added |
| Union Heritage Capital, LLC | 14,064 | $2.34M | 0.79% | 00.0% | Unchanged |
| Hancock Whitney Corp | 14,022 | $2.34M | 0.04% | −2,938−17.3% | Reduced |
| Securian Asset Management, Inc | 12,798 | $2.33M | 0.08% | −335−2.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 13,738 | $2.29M | 0.03% | −4,923−26.4% | Reduced |
| Palouse Capital Management, Inc. | 13,706 | $2.28M | 1.42% | −160−1.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 13,683 | $2.28M | 0.17% | +13,683 | New |
| Warren Averett Asset Management, LLC | 13,657 | $2.28M | 0.01% | −1,378−9.2% | Reduced |
| United Capital Financial Advisers, LLC | 13,506 | $2.25M | 0.01% | −1,355−9.1% | Reduced |
| Miracle Mile Advisors, LLC | 13,325 | $2.22M | 0.03% | −73−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,211 | $2.20M | 0.10% | +66+0.5% | Added |
| TCW Group Inc | 13,162 | $2.19M | 0.01% | −109−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,092 | $2.18M | 0.49% | +13,092 | New |
| Bartlett & Co. Wealth Management LLC | 13,076 | $2.18M | 0.03% | +2,910+28.6% | Added |
| Buckingham Strategic Partners | 12,917 | $2.15M | 0.02% | −6,740−34.3% | Reduced |
| Chicago Partners Investment Group LLC | 12,123 | $2.14M | 0.04% | +2,338+23.9% | Added |
| Everence Capital Management Inc | 12,791 | $2.13M | 0.11% | −641−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,727 | $2.12M | 0.13% | −261−2.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,646 | $2.11M | 0.04% | +2,010+18.9% | Added |
| Kimelman & Baird, LLC | 12,630 | $2.11M | 0.16% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 12,380 | $2.06M | 0.26% | −342−2.7% | Reduced |
| 111 Capital | 12,354 | $2.06M | 0.35% | +12,354 | New |
| Park Avenue Securities LLC | 12,070 | $2.01M | 0.01% | −1,943−13.9% | Reduced |
| Dark Forest Capital Management LP | 11,710 | $1.95M | 0.13% | +11,710 | New |
| Annandale Capital, LLC | 12,480 | $1.95M | 0.29% | −8,900−41.6% | Reduced |
| South Dakota Investment Council | 11,652 | $1.94M | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,613 | $1.94M | 0.02% | −747−6.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,612 | $1.93M | 0.01% | −4,299−27.0% | Reduced |
| Mission Wealth Management, LP | 11,525 | $1.92M | 0.02% | +3,987+52.9% | Added |
| Meeder Advisory Services, Inc. | 11,506 | $1.92M | 0.07% | +805+7.5% | Added |
| Howland Capital Management LLC | 11,486 | $1.91M | 0.07% | +40.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,433 | $1.91M | 0.07% | −416−3.5% | Reduced |
| American Trust | 11,425 | $1.90M | 0.15% | −1,348−10.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,396 | $1.90M | 0.01% | −5,991−34.5% | Reduced |
| NBT Bank N A | 11,391 | $1.90M | 0.13% | −4,071−26.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 11,376 | $1.90M | 0.40% | +11,376 | New |
| Ashton Thomas Securities, LLC | 11,261 | $1.87M | 0.28% | −2,168−16.1% | Reduced |
| Osmosis Investment Management UK Ltd | 11,225 | $1.87M | 0.09% | −14,785−56.8% | Reduced |
| HBK Sorce Advisory LLC | 9,673 | $1.85M | 0.04% | −170−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 11,106 | $1.85M | 0.38% | +2,303+26.2% | Added |
| Trust Point Inc. | 11,099 | $1.85M | 0.16% | +6,685+151.4% | Added |
| Coldstream Capital Management Inc | 10,931 | $1.82M | 0.02% | −1,463−11.8% | Reduced |
| Citizens Financial Group Inc | 10,874 | $1.81M | 0.02% | −127−1.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,834 | $1.81M | 0.01% | −224−2.0% | Reduced |
| PFG Advisors | 10,805 | $1.80M | 0.09% | +738+7.3% | Added |
| Summit Financial, LLC | 10,773 | $1.80M | 0.02% | +2,283+26.9% | Added |
| Banque Cantonale Vaudoise | 10,769 | $1.79M | 0.07% | −12,845−54.4% | Reduced |
| Foundations Investment Advisors, LLC | 10,709 | $1.78M | 0.02% | +8,507+386.3% | Added |
| Signaturefd, LLC | 10,660 | $1.78M | 0.02% | −1,170−9.9% | Reduced |
| Cincinnati Indemnity Co | 10,596 | $1.77M | 4.30% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,559 | $1.76M | 0.06% | +1,242+13.3% | Added |
| Phoenix Holdings Ltd. | 10,327 | $1.73M | 0.01% | −1,698−14.1% | Reduced |
| Pensionmark Financial Group, LLC | 10,013 | $1.73M | 0.03% | −213−2.1% | Reduced |
| Jane Street Group, LLC | 10,391 | $1.73M | 0.00% | +10,391 | New |
| V-Square Quantitative Management LLC | 10,357 | $1.73M | 0.16% | +419+4.2% | Added |
| Ritholtz Wealth Management | 10,253 | $1.71M | 0.03% | −297−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,161 | $1.69M | 0.03% | −46−0.5% | Reduced |
| Front Row Advisors LLC | 8,854 | $1.69M | 0.49% | −211−2.3% | Reduced |
| Tema ETFs LLC | 10,029 | $1.67M | 0.05% | +870+9.5% | Added |
| Pinnacle Associates Ltd | 10,005 | $1.67M | 0.02% | −3,834−27.7% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.67M | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,909 | $1.65M | 0.11% | −1,002−9.2% | Reduced |
| Clearstead Advisors, LLC | 9,900 | $1.65M | 0.02% | +1,253+14.5% | Added |
| Vestcor Inc | 9,880 | $1.65M | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 9,747 | $1.62M | 0.03% | +8,433+641.8% | Added |
| Voleon Capital Management LP | 9,728 | $1.62M | 0.03% | −33,027−77.2% | Reduced |
| Argent Trust Co | 9,605 | $1.60M | 0.05% | −3,059−24.2% | Reduced |
| We Are One Seven, LLC | 9,568 | $1.59M | 0.03% | −762−7.4% | Reduced |
| Quadrant Capital Group LLC | 9,559 | $1.59M | 0.04% | −4,349−31.3% | Reduced |
| Ascent Group, LLC | 9,457 | $1.58M | 0.05% | −5,845−38.2% | Reduced |