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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 3,908 | $651.3K | 0.21% | +189+5.1% | Added |
| Baker Ellis Asset Management LLC | 3,896 | $649.3K | 0.07% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 3,883 | $647.1K | 0.13% | +10.0% | Added |
| Inceptionr LLC | 3,873 | $645.5K | 0.16% | +3,873 | New |
| Sylvest Advisors, LLC | 3,864 | $644.0K | 0.29% | +180+4.9% | Added |
| Kondo Wealth Advisors, Inc. | 3,863 | $643.8K | 0.22% | −33−0.8% | Reduced |
| Buckley Wealth Management, LLC | 3,849 | $641.5K | 0.16% | +133+3.6% | Added |
| Sumitomo Life Insurance Co | 3,820 | $636.7K | 0.01% | −74−1.9% | Reduced |
| J. Safra Sarasin Holding AG | 3,652 | $633.4K | 0.01% | 00.0% | Unchanged |
| James Hambro & Partners | 3,794 | $632.1K | 0.02% | −62−1.6% | Reduced |
| Groupama Asset Managment | 3,766 | $627.7K | 0.01% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 3,749 | $624.8K | 0.11% | 00.0% | Unchanged |
| Blueline Advisors LLC | 3,735 | $622.5K | 0.43% | +3,735 | New |
| 71 West Capital Partners | 3,717 | $619.5K | 0.02% | +641+20.8% | Added |
| Aries Wealth Management | 3,713 | $618.8K | 0.12% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,691 | $615.2K | 0.01% | −385−9.4% | Reduced |
| Manchester Capital Management LLC | 3,664 | $610.7K | 0.08% | +25+0.7% | Added |
| Empower Advisory Group, LLC | 3,663 | $610.6K | 0.00% | +23+0.6% | Added |
| Weiss Asset Management LP | 3,635 | $605.8K | 0.01% | +3,635 | New |
| Legacy Wealth Asset Management, LLC | 3,632 | $605.3K | 0.13% | −9−0.2% | Reduced |
| Soltis Investment Advisors LLC | 3,620 | $603.3K | 0.03% | −390−9.7% | Reduced |
| Loudon Investment Management, LLC | 3,600 | $600.0K | 0.29% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,600 | $600.0K | 0.15% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,589 | $598.2K | 0.03% | −1,082−23.2% | Reduced |
| Integrated Advisors Network LLC | 3,572 | $595.3K | 0.03% | −604−14.5% | Reduced |
| NewEdge Wealth, LLC | 3,559 | $593.3K | 0.01% | +678+23.5% | Added |
| Eagle Harbor Asset Management Inc | 3,540 | $590.0K | 0.47% | +1,511+74.5% | Added |
| Caldwell Trust Co | 3,531 | $588.5K | 0.05% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 3,530 | $588.3K | 0.08% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $583.5K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $583.3K | 0.07% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3,491 | $581.8K | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,443 | $573.8K | 0.01% | −1,007−22.6% | Reduced |
| Mirabella Financial Services LLP | 3,395 | $565.8K | 0.05% | +3,395 | New |
| OpenArc Corporate Advisory, LLC | 3,387 | $564.5K | 0.01% | +437+14.8% | Added |
| PCM Encore, LLC | 3,383 | $563.9K | 0.10% | −124−3.5% | Reduced |
| Pure Financial Advisors, Inc. | 3,381 | $563.6K | 0.01% | +1,820+116.6% | Added |
| Capstone Investment Advisors, LLC | 3,366 | $561.0K | 0.00% | +3,366 | New |
| Armis Advisers, LLC | 3,210 | $560.8K | 0.05% | +343+12.0% | Added |
| Ambassador Advisors, LLC | 3,346 | $557.7K | 0.07% | −4,927−59.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $555.3K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,325 | $554.2K | 0.03% | −121−3.5% | Reduced |
| Boyd Watterson Asset Management LLC | 3,323 | $553.9K | 0.15% | −4,413−57.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 3,300 | $550.0K | 0.09% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,292 | $548.7K | 0.01% | +476+16.9% | Added |
| Frec Markets, Inc. | 3,292 | $548.7K | 0.05% | +1,022+45.0% | Added |
| Waller Financial Planning Group, Inc | 3,290 | $548.4K | 0.11% | +18+0.6% | Added |
| Permanent Capital Management, LP | 3,252 | $542.0K | 0.07% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $540.7K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 3,230 | $538.3K | 0.43% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,200 | $533.3K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,195 | $532.6K | 0.08% | +791+32.9% | Added |
| Yanni & Associates Investment Advisors, LLC | 3,180 | $530.0K | 0.49% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,154 | $525.7K | 0.01% | +36+1.2% | Added |
| Rodgers Brothers Inc. | 3,150 | $525.0K | 0.05% | 00.0% | Unchanged |
| Vicus Capital | 3,125 | $520.8K | 0.03% | +18+0.6% | Added |
| Frank, Rimerman Advisors LLC | 3,115 | $519.2K | 0.03% | −2,879−48.0% | Reduced |
| Howard Capital Management Inc. | 3,112 | $518.7K | 0.01% | +1,194+62.3% | Added |
| Green Harvest Asset Management LLC | 3,106 | $517.6K | 0.01% | −120−3.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,090 | $515.0K | 0.13% | −227−6.8% | Reduced |
| Bill Few Associates, Inc. | 3,090 | $515.0K | 0.11% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 3,083 | $513.8K | 0.00% | −33−1.1% | Reduced |
| RiverFront Investment Group, LLC | 3,081 | $513.5K | 0.01% | +104+3.5% | Added |
| Atomi Financial Group, Inc. | 3,077 | $512.8K | 0.01% | −1,133−26.9% | Reduced |
| Defined Wealth Management, LLC | 3,075 | $512.5K | 0.26% | −122−3.8% | Reduced |
| Advisors Capital Management, LLC | 3,062 | $510.4K | 0.01% | +67+2.2% | Added |
| Ellevest, Inc. | 3,058 | $510.3K | 0.06% | +148+5.1% | Added |
| Patrick M Sweeney & Associates, Inc | 3,056 | $509.4K | 0.29% | +322+11.8% | Added |
| 44 Wealth Management LLC | 3,035 | $505.8K | 0.17% | −113−3.6% | Reduced |
| North Star Asset Management Inc | 3,030 | $505.0K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 3,029 | $504.8K | 0.03% | −1,969−39.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,019 | $503.1K | 0.10% | −3,603−54.4% | Reduced |
| Signet Private Wealth LLC | 3,017 | $502.8K | 0.40% | −731−19.5% | Reduced |
| Diversify Wealth Management, LLC | 2,717 | $498.0K | 0.01% | −3,901−58.9% | Reduced |
| Diversify Advisory Services, LLC | 2,717 | $498.0K | 0.01% | +2,717 | New |
| CSU Producer Resources, Inc. | 2,967 | $494.5K | 1.63% | 00.0% | Unchanged |
| First National Trust Co | 2,945 | $490.8K | 0.02% | −583−16.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,945 | $490.8K | 0.02% | −519−15.0% | Reduced |
| Advance Capital Management, Inc. | 2,940 | $490.0K | 0.02% | −212−6.7% | Reduced |
| GeoWealth Management, LLC | 2,939 | $489.9K | 0.02% | +903+44.4% | Added |
| Florida Financial Advisors, LLC | 2,928 | $488.3K | 0.08% | −160−5.2% | Reduced |
| VestGen Advisors, LLC | 2,916 | $486.1K | 0.01% | −213−6.8% | Reduced |
| White Pine Investment CO | 2,914 | $486.0K | 0.10% | −6−0.2% | Reduced |
| Mayport, LLC | 2,903 | $483.8K | 0.08% | +10+0.3% | Added |
| Modera Wealth Management, LLC | 2,884 | $480.7K | 0.01% | +322+12.6% | Added |
| Fulton Bank, N.A. | 2,882 | $480.3K | 0.01% | −471−14.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,880 | $479.9K | 0.05% | −799−21.7% | Reduced |
| Strid Group, LLC | 2,873 | $478.9K | 0.05% | 00.0% | Unchanged |
| Alerus Financial NA | 2,825 | $470.8K | 0.02% | −443−13.6% | Reduced |
| Sterling Wealth Management, Inc. | 2,817 | $469.5K | 0.12% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,805 | $467.5K | 0.18% | 00.0% | Unchanged |
| LGT Group Foundation | 2,801 | $466.8K | 0.01% | +208+8.0% | Added |
| Premier Path Wealth Partners, LLC | 2,800 | $466.7K | 0.05% | −44−1.5% | Reduced |
| Prospera Financial Services Inc | 2,797 | $466.6K | 0.01% | −589−17.4% | Reduced |
| GAM Holding AG | 2,782 | $463.7K | 0.04% | −7,375−72.6% | Reduced |
| MCF Advisors LLC | 2,771 | $461.8K | 0.02% | −230−7.7% | Reduced |
| Boltwood Capital Management | 2,763 | $460.5K | 0.11% | −205−6.9% | Reduced |
| Massmutual Trust Co FSB | 2,761 | $460.2K | 0.01% | −396−12.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,754 | $459.2K | 0.00% | −22−0.8% | Reduced |
| L2 Asset Management, LLC | 2,754 | $459.0K | 0.05% | +107+4.0% | Added |