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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 303 | $45.0K | 0.01% | −2−0.7% | Reduced |
| Johnson Financial Group, Inc. | 280 | $45.0K | 0.00% | +2+0.7% | Added |
| HighMark Wealth Management LLC | 308 | $46.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 311 | $46.0K | 0.01% | +311 | New |
| Beacon Capital Management, LLC | 300 | $47.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 328 | $48.0K | 0.05% | +328 | New |
| Geneos Wealth Management Inc. | 329 | $49.0K | 0.00% | −473−59.0% | Reduced |
| Perkins Coie Trust Co | 341 | $51.0K | 0.02% | −53−13.5% | Reduced |
| Core Alternative Capital | 342 | $51.0K | 0.01% | +20+6.2% | Added |
| Silvant Capital Management LLC | 358 | $53.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 354 | $53.0K | 0.01% | +54+18.0% | Added |
| TCI Wealth Advisors, Inc. | 360 | $54.0K | 0.01% | −12−3.2% | Reduced |
| Kozak & Associates, Inc. | 354 | $54.0K | 0.03% | +2+0.6% | Added |
| Hanson & Doremus Investment Management | 362 | $54.0K | 0.01% | +113+45.4% | Added |
| Crewe Advisors LLC | 366 | $55.0K | 0.01% | +64+21.2% | Added |
| Versant Capital Management, Inc | 378 | $56.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 396 | $59.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 404 | $60.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 406 | $60.0K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 406 | $61.0K | 0.00% | −426−51.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 413 | $61.0K | 0.01% | +1+0.2% | Added |
| Covestor Ltd | 413 | $62.0K | 0.05% | −499−54.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 443 | $66.0K | 0.03% | +1+0.2% | Added |
| Glen Eagle Advisors, LLC | 444 | $66.3K | 0.02% | +19+4.5% | Added |
| Islay Capital Management, LLC | 450 | $67.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 454 | $68.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 483 | $72.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 484 | $72.0K | 0.01% | +46+10.5% | Added |
| First Horizon Advisors, Inc. | 500 | $74.0K | 0.00% | +104+26.3% | Added |
| Virtus Investment Advisers, Inc. | 499 | $74.0K | 0.03% | +499 | New |
| Investors Asset Management of Georgia Inc | 500 | $75.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $75.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 503 | $75.0K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 515 | $77.0K | 0.02% | +21+4.3% | Added |
| Sargent Bickham Lagudis LLC | 535 | $80.0K | 0.01% | −8−1.5% | Reduced |
| Tyler-Stone Wealth Management | 535 | $80.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 589 | $88.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 594 | $89.0K | 0.02% | +184+44.9% | Added |
| Tradition Wealth Management, LLC | 596 | $89.0K | 0.01% | +596 | New |
| De Burlo Group Inc | 600 | $89.6K | 0.02% | +600 | New |
| MCF Advisors LLC | 658 | $98.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 666 | $99.0K | 0.01% | +40+6.4% | Added |
| CVA Family Office, LLC | 670 | $100.0K | 0.03% | +25+3.9% | Added |
| Tompkins Financial Corp | 675 | $101.0K | 0.02% | +57+9.2% | Added |
| Exchange Traded Concepts, LLC | 682 | $102.0K | 0.00% | −520−43.3% | Reduced |
| Vestor Capital, LLC | 684 | $102.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 689 | $103.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 711 | $106.0K | 0.01% | −2,700−79.2% | Reduced |
| High Net Worth Advisory Group LLC | 714 | $107.0K | 0.05% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 755 | $111.0K | 0.22% | +755 | New |
| Bourgeon Capital Management LLC | 765 | $114.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 807 | $120.0K | 0.04% | +81+11.2% | Added |
| Kelly Financial Services LLC | 815 | $121.7K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 785 | $122.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 856 | $128.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 885 | $132.0K | 0.15% | +885 | New |
| Kelly Lawrence W & Associates Inc | 900 | $134.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 897 | $134.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 918 | $137.0K | 0.00% | −5−0.5% | Reduced |
| American Research & Management Co. | 916 | $137.0K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 915 | $137.0K | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 937 | $140.0K | 0.01% | −29−3.0% | Reduced |
| Coastal Capital Group, Inc. | 976 | $146.0K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 986 | $147.0K | 0.29% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,016 | $152.0K | 0.00% | −51,765−98.1% | Reduced |
| American State Bank (Iowa) | 1,035 | $154.5K | 0.13% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,068 | $159.0K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,070 | $160.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,101 | $164.0K | 0.00% | −107−8.9% | Reduced |
| Paloma Partners Management Co | 1,103 | $165.0K | 0.03% | −419−27.5% | Reduced |
| Hexagon Capital Partners LLC | 1,103 | $165.0K | 0.05% | +122+12.4% | Added |
| Massmutual Trust Co FSB | 1,114 | $166.0K | 0.01% | +149+15.4% | Added |
| Covington Capital Management | 1,144 | $171.0K | 0.01% | +55+5.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $174.0K | 0.07% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,198 | $179.0K | 0.02% | +1,198 | New |
| Harbor Investment Advisory, LLC | 1,235 | $184.0K | 0.03% | +8+0.7% | Added |
| Independence Bank of Kentucky | 1,295 | $193.0K | 0.10% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,300 | $194.0K | 0.12% | +1,300 | New |
| FourThought Financial, LLC | 1,305 | $195.0K | 0.03% | +16+1.2% | Added |
| MUFG Americas Holdings Corp | 1,324 | $198.0K | 0.00% | −265−16.7% | Reduced |
| QVR LLC | 1,330 | $199.0K | 0.18% | +681+104.9% | Added |
| Magellan Asset Management Ltd | 1,337 | $200.0K | 0.00% | +29+2.2% | Added |
| Farmers & Merchants Investments Inc | 1,338 | $200.0K | 0.01% | +60+4.7% | Added |
| Curated Wealth Partners LLC | 1,342 | $201.0K | 0.06% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,350 | $202.0K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $202.0K | 0.08% | 00.0% | Unchanged |
| Dempze Nancy E | 1,355 | $202.0K | 0.22% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 1,360 | $203.0K | 0.95% | +1,360 | New |
| Childress Capital Advisors, LLC | 1,440 | $204.0K | 0.08% | −157−9.8% | Reduced |
| Klingenstein Fields & Co LP | 1,370 | $205.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,378 | $206.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,379 | $206.0K | 0.01% | +1,175+576.0% | Added |
| Redwood Investment Management, LLC | 1,396 | $208.0K | 0.04% | +1,396 | New |
| Benjamin Edwards Inc | 1,399 | $209.0K | 0.06% | +107+8.3% | Added |
| Capital Wealth Planning, LLC | 1,400 | $209.0K | 0.00% | +1,400 | New |
| YHB Investment Advisors, Inc. | 1,407 | $210.0K | 0.02% | −67−4.5% | Reduced |
| Heron Financial Group, LLC | 1,409 | $210.0K | 0.13% | −35−2.4% | Reduced |
| Columbia Trust Co 01012016 | 1,408 | $210.0K | 0.12% | −15−1.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,413 | $211.0K | 0.02% | −14−1.0% | Reduced |
| Smith, Salley & Associates | 1,411 | $211.0K | 0.02% | +11+0.8% | Added |