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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 9,425 | $1.57M | 0.10% | +1,662+21.4% | Added |
| Accurate Wealth Management, LLC | 8,770 | $1.56M | 0.15% | −1,358−13.4% | Reduced |
| Resources Investment Advisors, LLC. | 9,373 | $1.56M | 0.01% | −5,694−37.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,305 | $1.55M | 0.00% | +537+6.1% | Added |
| Ledyard National Bank | 9,210 | $1.54M | 0.12% | +322+3.6% | Added |
| Applied Finance Capital Management, LLC | 9,205 | $1.53M | 0.11% | +9,205 | New |
| Carnegie Capital Asset Management, LLC | 9,086 | $1.51M | 0.03% | −37,831−80.6% | Reduced |
| RMR Wealth Builders | 9,024 | $1.50M | 0.09% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,000 | $1.50M | 0.08% | +9,000 | New |
| EntryPoint Capital, LLC | 8,994 | $1.50M | 0.36% | +5,074+129.4% | Added |
| Tealwood Asset Management Inc | 8,996 | $1.50M | 0.58% | +72+0.8% | Added |
| Bowen Hanes & Co Inc | 8,636 | $1.50M | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,983 | $1.50M | 0.03% | +225+2.6% | Added |
| Syon Capital LLC | 8,969 | $1.49M | 0.07% | −2,202−19.7% | Reduced |
| Virtu Financial LLC | 8,956 | $1.49M | 0.05% | +8,956 | New |
| Envestnet Portfolio Solutions, Inc. | 8,954 | $1.49M | 0.01% | −22,743−71.8% | Reduced |
| Evergreen Capital Management LLC | 8,867 | $1.48M | 0.03% | +2,345+36.0% | Added |
| ISAM Funds (UK) Ltd | 8,800 | $1.47M | 1.04% | +8,800 | New |
| Perigon Wealth Management, LLC | 8,767 | $1.46M | 0.02% | +1,755+25.0% | Added |
| Sierra Summit Advisors LLC | 8,715 | $1.45M | 0.16% | +8,715 | New |
| Principal Securities, Inc. | 8,708 | $1.45M | 0.02% | +735+9.2% | Added |
| Catalyst Funds Management Pty Ltd | 8,700 | $1.45M | 0.08% | +5,435+166.5% | Added |
| Smartleaf Asset Management LLC | 8,641 | $1.44M | 0.05% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 8,601 | $1.43M | 0.10% | +19+0.2% | Added |
| River Wealth Advisors LLC | 8,580 | $1.43M | 0.15% | −866−9.2% | Reduced |
| Moody National Bank Trust Division | 8,529 | $1.42M | 0.12% | −67−0.8% | Reduced |
| Storen Legacy Partners, LLC | 8,508 | $1.42M | 0.39% | +10.0% | Added |
| Middleton & Co Inc | 8,504 | $1.42M | 0.15% | +2,388+39.0% | Added |
| Ridgewood Investments LLC | 8,488 | $1.41M | 0.53% | +1,847+27.8% | Added |
| Venture Visionary Partners LLC | 8,472 | $1.41M | 0.04% | −1,407−14.2% | Reduced |
| Twinbeech Capital LP | 8,440 | $1.41M | 0.25% | +1,140+15.6% | Added |
| Equitable Trust Co | 8,410 | $1.40M | 0.06% | −17−0.2% | Reduced |
| Delap Wealth Advisory, LLC | 8,335 | $1.39M | 0.47% | −14−0.2% | Reduced |
| Aquatic Capital Management LLC | 8,277 | $1.38M | 0.05% | +8,277 | New |
| Shelton Capital Management | 8,250 | $1.38M | 0.03% | −89−1.1% | Reduced |
| Dover Advisors, LLC | 7,378 | $1.37M | 0.56% | +2,689+57.3% | Added |
| Lester Murray Antman dba SimplyRich | 5,777 | $1.36M | 0.32% | +124+2.2% | Added |
| Penserra Capital Management LLC | 8,119 | $1.35M | 0.01% | +603+8.0% | Added |
| Impact Capital Partners LLC | 8,111 | $1.35M | 0.37% | −759−8.6% | Reduced |
| Global Retirement Partners, LLC | 8,069 | $1.34M | 0.02% | +8,069 | New |
| Arwa LLC | 7,334 | $1.34M | 0.55% | +288+4.1% | Added |
| Sunstone Asset Management, L.P. | 7,932 | $1.32M | 1.43% | −5,200−39.6% | Reduced |
| GAMMA Investing LLC | 7,921 | $1.32M | 0.05% | −151−1.9% | Reduced |
| IFP Advisors, Inc | 7,848 | $1.31M | 0.02% | +323+4.3% | Added |
| Lantz Financial LLC | 7,769 | $1.29M | 0.24% | −15−0.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,754 | $1.29M | 0.29% | −344−4.2% | Reduced |
| Erste Asset Management GmbH | 7,692 | $1.28M | 0.01% | −14,097−64.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,675 | $1.28M | 0.03% | −12,115−61.2% | Reduced |
| WSFS Capital Management, LLC | 7,633 | $1.27M | 0.06% | −1,186−13.4% | Reduced |
| Regions Financial Corp | 7,623 | $1.27M | 0.01% | −1,453−16.0% | Reduced |
| Chesley Taft & Associates LLC | 7,603 | $1.27M | 0.05% | −2,427−24.2% | Reduced |
| Pallas Capital Advisors LLC | 7,603 | $1.27M | 0.04% | +85+1.1% | Added |
| Chilton Investment Co LLC | 7,578 | $1.26M | 0.03% | −131−1.7% | Reduced |
| Fiduciary Trust Co | 7,563 | $1.26M | 0.01% | −237−3.0% | Reduced |
| Farther Finance Advisors, LLC | 7,543 | $1.26M | 0.01% | −1,009−11.8% | Reduced |
| Stephens Inc | 7,496 | $1.25M | 0.01% | +84+1.1% | Added |
| TCTC Holdings, LLC | 7,397 | $1.23M | 0.03% | +150+2.1% | Added |
| LS Investment Advisors, LLC | 7,336 | $1.22M | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 7,314 | $1.22M | 0.01% | −1,938−20.9% | Reduced |
| EULAV Asset Management | 7,311 | $1.22M | 0.04% | −74,689−91.1% | Reduced |
| Greenleaf Trust | 7,282 | $1.21M | 0.01% | −946−11.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,265 | $1.21M | 0.07% | −685−8.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,415 | $1.21M | 0.06% | +1,533+31.4% | Added |
| Clifford Swan Investment Counsel LLC | 7,209 | $1.20M | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 7,115 | $1.19M | 0.02% | +278+4.1% | Added |
| DRW Securities, LLC | 7,115 | $1.17M | 0.07% | +7,115 | New |
| Wealth Alliance | 7,029 | $1.17M | 0.10% | −2,059−22.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,028 | $1.17M | 0.50% | −26,799−79.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,994 | $1.17M | 0.04% | −1,815−20.6% | Reduced |
| Simplicity Wealth,LLC | 6,992 | $1.17M | 0.04% | +765+12.3% | Added |
| TD Private Client Wealth LLC | 6,981 | $1.16M | 0.02% | +563+8.8% | Added |
| Smith, Salley & Associates | 6,963 | $1.16M | 0.05% | +187+2.8% | Added |
| Advisory Services Network, LLC | 6,956 | $1.16M | 0.01% | +948+15.8% | Added |
| Haverford Trust Co | 6,955 | $1.16M | 0.01% | +5,499+377.7% | Added |
| Ballentine Partners, LLC | 6,955 | $1.16M | 0.01% | −379−5.2% | Reduced |
| Westerkirk Capital Inc. | 6,910 | $1.15M | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 6,844 | $1.14M | 0.02% | −1,200−14.9% | Reduced |
| Essex Financial Services, Inc. | 6,812 | $1.14M | 0.06% | −904−11.7% | Reduced |
| McAdam, LLC | 6,793 | $1.13M | 0.04% | −234−3.3% | Reduced |
| US Asset Management LLC | 6,760 | $1.13M | 0.86% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 6,709 | $1.12M | 0.19% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 6,700 | $1.12M | 0.30% | +1,700+34.0% | Added |
| Wealthspire Advisors, LLC | 6,696 | $1.12M | 0.01% | +3,996+148.0% | Added |
| Smithfield Trust Co | 6,576 | $1.10M | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,521 | $1.09M | 0.01% | −268−3.9% | Reduced |
| Great Valley Advisor Group, Inc. | 6,440 | $1.07M | 0.02% | −555−7.9% | Reduced |
| Venturi Wealth Management, LLC | 6,433 | $1.07M | 0.04% | +331+5.4% | Added |
| Mattern Capital Management, LLC | 6,427 | $1.07M | 0.13% | +935+17.0% | Added |
| Chatham Capital Group, Inc. | 6,338 | $1.06M | 0.13% | −115−1.8% | Reduced |
| Valeo Financial Advisors, LLC | 6,319 | $1.05M | 0.02% | −895−12.4% | Reduced |
| Novem Group | 6,292 | $1.05M | 0.11% | +493+8.5% | Added |
| Baker Tilly Wealth Management, LLC | 6,198 | $1.03M | 0.22% | +399+6.9% | Added |
| Exchange Bank | 6,164 | $1.03M | 0.64% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 6,103 | $1.02M | 0.07% | +937+18.1% | Added |
| Concord Wealth Partners | 6,096 | $1.02M | 0.12% | −172−2.7% | Reduced |
| Wimmer Associates 1, LLC | 6,090 | $1.02M | 0.46% | −20.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,070 | $1.01M | 0.02% | +21+0.3% | Added |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.01M | 0.27% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 6,047 | $1.01M | 0.01% | +14+0.2% | Added |
| Bull Harbor Capital LLC | 6,010 | $1.00M | 0.20% | −4,550−43.1% | Reduced |