Skip to main content

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, Q3 2022

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 30, 2022. 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
1,159
+25 vs. Q2 2022
Shares held
438.3M
−3.10M (−0.7%) vs. Q2 2022
Total value
$65.5B
−$3.12B (−4.6%) vs. Q2 2022
New holders
100
452 more added
Sold out
75
396 more reduced

16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 1,159 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ3 2022: $65.5B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2022.

Institutions holding MRSH in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc3$00.00%+3New
IMA Wealth, Inc.2$00.00%+2New
Financial Synergies Wealth Advisors, Inc.5$7470.00%00.0%Unchanged
Highline Wealth Partners LLC6$8960.00%+6New
Lee Financial Co7$1.00K0.00%+1+16.7%Added
Cribstone Capital Management, LLC8$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group4$1.00K0.00%00.0%Unchanged
Optimum Investment Advisors9$1.00K0.00%+9New
Selective Wealth Management, Inc.7$1.00K0.00%+7New
Baystate Wealth Management LLC10$2.00K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.18$2.00K0.00%+18New
SJS Investment Consulting Inc.20$2.00K0.00%+20New
Longfellow Investment Management Co LLC17$3.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp23$3.00K0.00%+6+35.3%Added
Wagner Wealth Management, LLC17$3.00K0.00%00.0%Unchanged
TFC Financial Management20$3.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC19$3.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$4.00K0.00%00.0%Unchanged
Horizons Wealth Management28$4.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC24$4.00K0.04%00.0%Unchanged
Disciplined Investments, LLC26$4.00K0.00%+5+23.8%Added
DT Investment Partners, LLC29$4.00K0.00%+29New
Stonebridge Capital Advisors LLC29$4.00K0.00%+29New
South State Corp.32$5.00K0.00%00.0%Unchanged
West Bancorporation Inc35$5.00K0.00%00.0%Unchanged
Standard Family Office LLC36$5.00K0.00%+36New
Atwood & Palmer Inc39$6.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc38$6.00K0.00%00.0%Unchanged
Aua Capital Management, LLC46$7.00K0.00%−1−2.1%Reduced
GHP Investment Advisors, Inc.56$8.00K0.00%−30−34.9%Reduced
Toth Financial Advisory Corp55$8.00K0.00%00.0%Unchanged
Sierra Capital LLC53$8.00K0.00%−2−3.6%Reduced
Creative Financial Designs Inc61$9.00K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$9.00K0.12%00.0%Unchanged
Schubert & Co57$9.00K0.01%+13+29.5%Added
Capital Advisors, Ltd. LLC59$9.00K0.00%+26+78.8%Added
Community Bank, N.A.59$9.00K0.00%+59New
Pflug Koory, LLC61$9.00K0.01%+61New
Thomas J. Herzfeld Advisors, Inc.68$10.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$10.0K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC65$10.0K0.01%00.0%Unchanged
Key Financial Inc68$10.0K0.00%+49+257.9%Added
Moisand Fitzgerald Tamayo, LLC65$10.0K0.00%+65New
Arcadia Investment Management Corp74$11.0K0.00%00.0%Unchanged
Gleason Group, Inc.73$11.0K0.00%00.0%Unchanged
Money Concepts Capital Corp71$11.0K0.00%+71New
Raffa Wealth Management, LLC78$11.6K0.01%+11+16.4%Added
Asset Dedication, LLC83$12.0K0.00%+83New
First Personal Financial Services80$12.0K0.00%+80New
Seldon Capital LP88$13.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.85$13.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.97$14.0K0.03%00.0%Unchanged
DB Wealth Management Group, LLC96$14.0K0.01%00.0%Unchanged
Raleigh Capital Management Inc.91$14.0K0.01%+39+75.0%Added
Abound Wealth Management94$14.0K0.01%+94New
JNBA Financial Advisors100$15.0K0.00%00.0%Unchanged
Clean Yield Group110$16.0K0.01%00.0%Unchanged
M&R Capital Management Inc114$17.0K0.00%00.0%Unchanged
Howe & Rusling Inc116$17.0K0.00%+13+12.6%Added
Credential Qtrade Securities Inc.121$18.1K0.00%00.0%Unchanged
Pacific Center for Financial Services136$20.0K0.01%−8−5.6%Reduced
Capital Analysts, LLC133$20.0K0.00%+16+13.7%Added
JJJ Advisors Inc.133$20.0K0.01%+29+27.9%Added
FNY Investment Advisers, LLC140$20.0K0.01%+42+42.9%Added
Delos Wealth Advisors, LLC147$22.0K0.03%+4+2.8%Added
American National Bank150$22.0K0.01%+20+15.4%Added
JFS Wealth Advisors, LLC147$22.0K0.00%+36+32.4%Added
BDO Wealth Advisors, LLC151$23.0K0.00%00.0%Unchanged
Quent Capital, LLC154$23.0K0.00%+135+710.5%Added
Canton Hathaway, LLC164$24.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP167$25.0K0.00%−56−25.1%Reduced
Larson Financial Group LLC165$25.0K0.00%+95+135.7%Added
Atticus Wealth Management, LLC173$27.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC175$27.1K0.02%+175New
Atlas Capital Advisors LLC185$27.6K0.01%00.0%Unchanged
First Financial Corp190$28.0K0.02%00.0%Unchanged
Tilia Fiduciary Partners, Inc.184$28.0K0.03%00.0%Unchanged
NewSquare Capital LLC189$28.0K0.00%+12+6.8%Added
Sound Income Strategies, LLC197$29.0K0.00%−3−1.5%Reduced
State of Wyoming193$29.0K0.01%+96+99.0%Added
Altshuler Shaham Ltd197$30.0K0.00%+26+15.2%Added
NVWM, LLC208$31.0K0.01%−2−1.0%Reduced
Sageworth Trust Co208$31.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.205$31.0K0.02%+1+0.5%Added
SRS Capital Advisors, Inc.207$31.0K0.00%+207New
Arlington Partners LLC214$32.0K0.01%00.0%Unchanged
Gradient Investments LLC220$33.0K0.00%−340−60.7%Reduced
Earnest Partners LLC220$33.0K0.00%00.0%Unchanged
Piscataqua Savings Bank229$34.0K0.03%00.0%Unchanged
FinTrust Capital Advisors, LLC221$35.0K0.01%+31+16.3%Added
Country Trust Bank243$36.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.238$36.0K0.01%−6−2.5%Reduced
Bell Investment Advisors, Inc240$36.0K0.01%+46+23.7%Added
Allworth Financial LP256$38.0K0.00%+17+7.1%Added
MV Capital Management, Inc.283$42.0K0.01%+63+28.6%Added
Almanack Investment Partners, LLC.290$43.0K0.01%+290New
Ancora Advisors, LLC297$44.0K0.00%−179−37.6%Reduced
Mascoma Wealth Management LLC295$44.0K0.02%−3−1.0%Reduced
Sandy Spring Bank300$45.0K0.00%00.0%Unchanged