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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 6,003 | $1.00M | 0.11% | +982+19.6% | Added |
| Broadway Wealth Solutions, Inc. | 5,966 | $994.4K | 0.46% | +859+16.8% | Added |
| Westpac Banking Corp | 5,940 | $990.0K | 0.06% | −258−4.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,916 | $986.0K | 0.19% | −800−11.9% | Reduced |
| Belpointe Asset Management LLC | 5,909 | $985.0K | 0.03% | +98+1.7% | Added |
| Integrity Alliance, LLC. | 5,858 | $976.4K | 0.03% | −6−0.1% | Reduced |
| Bokf, NA | 5,823 | $970.5K | 0.01% | −2,706−31.7% | Reduced |
| Parallel Advisors, LLC | 5,801 | $967.0K | 0.01% | −880−13.2% | Reduced |
| JGP Wealth Management, LLC | 5,797 | $966.2K | 0.09% | +395+7.3% | Added |
| Elmwood Wealth Management, Inc. | 5,793 | $965.5K | 0.24% | +171+3.0% | Added |
| Hills Bank & Trust Co | 5,774 | $962.4K | 0.04% | −1,380−19.3% | Reduced |
| PFG Investments, LLC | 5,764 | $960.6K | 0.04% | +2,970+106.3% | Added |
| Arkadios Wealth Advisors | 5,753 | $958.9K | 0.01% | −766−11.8% | Reduced |
| AlphaCore Capital LLC | 5,749 | $958.2K | 0.02% | +579+11.2% | Added |
| LMCG Investments, LLC | 5,712 | $952.0K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,699 | $949.8K | 0.01% | +21+0.4% | Added |
| Donaldson Capital Management, LLC | 5,696 | $949.4K | 0.03% | −9−0.2% | Reduced |
| AA Financial Advisors, LLC | 5,668 | $944.7K | 0.11% | −138−2.4% | Reduced |
| WBI Investments | 5,657 | $942.8K | 0.23% | −8,831−61.0% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,616 | $936.0K | 0.14% | −38−0.7% | Reduced |
| Souders Financial Advisors | 5,561 | $926.8K | 0.09% | −202−3.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,540 | $923.4K | 0.03% | −462−7.7% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $922.0K | 0.06% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,528 | $921.4K | 0.12% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 4,790 | $920.9K | 0.05% | −86−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,448 | $908.0K | 0.01% | +334+6.5% | Added |
| Employees Retirement System of Texas | 5,414 | $902.0K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 5,392 | $898.7K | 0.06% | −62−1.1% | Reduced |
| Aaron Wealth Advisors | 5,389 | $898.2K | 0.05% | +554+11.5% | Added |
| NorthRock Partners, LLC | 5,358 | $893.1K | 0.01% | −229−4.1% | Reduced |
| Kathmere Capital Management, LLC | 5,305 | $884.2K | 0.05% | +307+6.1% | Added |
| ZWJ Investment Counsel Inc | 5,297 | $882.9K | 0.03% | +5,297 | New |
| Concord Asset Management, LLC | 5,296 | $882.7K | 0.14% | −177−3.2% | Reduced |
| Lecap Asset Management Ltd | 5,275 | $879.2K | 0.38% | +5,275 | New |
| Evolve Private Wealth, LLC | 5,268 | $878.0K | 0.05% | +502+10.5% | Added |
| Nilsine Partners, LLC | 5,240 | $873.4K | 0.06% | −29−0.6% | Reduced |
| Sciencast Management LP | 5,236 | $872.7K | 0.18% | −4,377−45.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,210 | $868.3K | 0.04% | −457−8.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,126 | $854.3K | 0.12% | −10−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 5,119 | $853.3K | 0.05% | −236−4.4% | Reduced |
| Wedmont Private Capital | 4,783 | $852.8K | 0.02% | −265−5.2% | Reduced |
| Ofi Invest Asset Management | 5,308 | $839.5K | 0.01% | −43,482−89.1% | Reduced |
| West Family Investments, Inc. | 5,036 | $839.4K | 0.24% | +422+9.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,021 | $836.9K | 0.34% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,019 | $836.5K | 0.04% | +187+3.9% | Added |
| Truefg, LLC | 5,000 | $833.4K | 0.19% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 4,920 | $820.0K | 0.07% | +4,920 | New |
| Gilbert & Cook, Inc. | 4,882 | $813.7K | 0.09% | −13−0.3% | Reduced |
| TBH Global Asset Management, LLC | 4,875 | $812.5K | 0.15% | −12−0.2% | Reduced |
| Rockland Trust Co | 4,832 | $805.3K | 0.03% | −3,105−39.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,830 | $805.0K | 0.13% | −950−16.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,827 | $804.6K | 0.05% | −3,774−43.9% | Reduced |
| Level Four Advisory Services, LLC | 4,821 | $803.6K | 0.02% | +398+9.0% | Added |
| Gryphon Financial Partners LLC | 4,781 | $796.8K | 0.07% | +679+16.6% | Added |
| Wall Street Access Asset Management, LLC | 4,779 | $796.5K | 0.11% | +3,074+180.3% | Added |
| Legacy Financial Advisors, Inc. | 4,751 | $791.8K | 0.10% | −1,786−27.3% | Reduced |
| New Age Alpha Advisors, LLC | 4,745 | $790.8K | 0.03% | +4,586+2,884.3% | Added |
| Fjell Capital, LLC | 4,740 | $790.0K | 0.54% | −358−7.0% | Reduced |
| HM Payson & Co | 4,734 | $789.0K | 0.01% | +8+0.2% | Added |
| Beck Bode, LLC | 4,689 | $781.5K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,674 | $779.0K | 0.05% | −645−12.1% | Reduced |
| Cigna Investments Inc | 4,667 | $778.0K | 0.10% | +39+0.8% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $774.2K | 0.27% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,642 | $773.7K | 0.02% | +60+1.3% | Added |
| Atlantic Union Bankshares Corp | 4,627 | $771.2K | 0.01% | −79−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,586 | $764.4K | 0.01% | +66+1.5% | Added |
| Sagespring Wealth Partners, LLC | 4,585 | $764.1K | 0.01% | −1,601−25.9% | Reduced |
| Oppenheimer & Co Inc | 4,554 | $759.0K | 0.01% | +18+0.4% | Added |
| Ameritas Investment Partners, Inc. | 4,533 | $755.6K | 0.02% | −178−3.8% | Reduced |
| Midwest Trust Co | 4,511 | $751.8K | 0.01% | +684+17.9% | Added |
| Cary Street Partner Investment Advisory LLC | 4,505 | $750.9K | 0.15% | −287−6.0% | Reduced |
| Cascade Financial Partners, LLC | 4,457 | $742.8K | 0.06% | +34+0.8% | Added |
| Mma Asset Management LLC | 4,455 | $742.5K | 0.24% | −5−0.1% | Reduced |
| Red Door Wealth Management, LLC | 4,439 | $739.8K | 0.07% | +4,439 | New |
| Kovitz Investment Group Partners, LLC | 4,388 | $731.5K | 0.02% | −6−0.1% | Reduced |
| Independent Advisor Alliance | 4,388 | $731.4K | 0.02% | +109+2.5% | Added |
| Schonfeld Strategic Advisors LLC | 4,384 | $730.7K | 0.00% | +4,384 | New |
| Waddell & Associates, LLC | 4,319 | $719.8K | 0.04% | −2,975−40.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,297 | $716.2K | 0.05% | +4,297 | New |
| Marshall Financial Group LLC | 4,291 | $715.1K | 0.10% | +55+1.3% | Added |
| Western Wealth Management, LLC | 4,251 | $708.6K | 0.02% | +27+0.6% | Added |
| Quadcap Wealth Management, LLC | 4,241 | $706.8K | 0.07% | −1,052−19.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,237 | $706.2K | 0.01% | −3−0.1% | Reduced |
| 1832 Asset Management L.P. | 4,203 | $700.5K | 0.00% | −9,396−69.1% | Reduced |
| D.A. Davidson & Co. | 4,182 | $697.1K | 0.00% | −1,793−30.0% | Reduced |
| Proficio Capital Partners LLC | 4,171 | $695.1K | 0.02% | +2,902+228.7% | Added |
| Cambria Investment Management, L.P. | 4,111 | $685.2K | 0.03% | +1,262+44.3% | Added |
| Inspire Advisors, LLC | 4,052 | $675.4K | 0.05% | +4,052 | New |
| Profund Advisors LLC | 4,039 | $673.2K | 0.02% | −137−3.3% | Reduced |
| Wingate Wealth Advisors, Inc. | 4,036 | $672.7K | 0.30% | +14+0.3% | Added |
| Change Path, LLC | 4,033 | $672.2K | 0.01% | −367−8.3% | Reduced |
| Net Worth Advisory Group | 4,015 | $669.2K | 0.17% | −97−2.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,010 | $668.3K | 0.03% | −9−0.2% | Reduced |
| SFMG, LLC | 4,006 | $667.7K | 0.04% | +43+1.1% | Added |
| Vanguard National Trust Co | 4,004 | $667.3K | 0.04% | +22+0.6% | Added |
| Charter Trust Co | 4,000 | $666.7K | 0.04% | −184−4.4% | Reduced |
| Krilogy Financial LLC | 3,986 | $664.3K | 0.02% | −3,107−43.8% | Reduced |
| Perpetual Ltd | 3,952 | $658.7K | 0.01% | +8+0.2% | Added |
| Coastal Bridge Advisors, LLC | 3,925 | $654.2K | 0.04% | −22−0.6% | Reduced |
| PDS Planning, Inc | 3,914 | $652.4K | 0.04% | −310−7.3% | Reduced |