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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 1,415 | $211.0K | 0.01% | +34+2.5% | Added |
| Spartan Planning & Wealth Management | 1,421 | $212.0K | 0.28% | −1,746−55.1% | Reduced |
| Group One Trading, L.P. | 1,429 | $213.0K | 0.01% | +1,429 | New |
| Mairs & Power Inc | 1,436 | $214.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,434 | $214.1K | 0.23% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,436 | $215.0K | 0.06% | +180+14.3% | Added |
| HMS Capital Management, LLC | 1,453 | $217.0K | 0.13% | −92−6.0% | Reduced |
| Legacy Financial Advisors, Inc. | 1,463 | $218.0K | 0.05% | +118+8.8% | Added |
| First Citizens Bank & Trust Co | 1,459 | $218.0K | 0.01% | +1,459 | New |
| Trust Co of Virginia | 1,467 | $219.0K | 0.03% | +16+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,472 | $220.0K | 0.01% | −200−12.0% | Reduced |
| Patron Partners Advisors, LLC | 1,475 | $220.0K | 0.18% | −63−4.1% | Reduced |
| Wealth Management Associates, Inc. | 1,474 | $220.1K | 0.15% | −248−14.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,489 | $222.0K | 0.03% | +1,489 | New |
| Paradigm Asset Management Co LLC | 1,500 | $223.9K | 0.07% | −200−11.8% | Reduced |
| Asio Capital, LLC | 1,500 | $224.0K | 0.07% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,528 | $228.0K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,530 | $228.0K | 0.02% | +22+1.5% | Added |
| Voya Financial Advisors, Inc. | 1,513 | $228.0K | 0.03% | +10+0.7% | Added |
| Kessler Investment Group, LLC | 1,533 | $229.0K | 0.19% | +71+4.9% | Added |
| AlphaCentric Advisors LLC | 1,531 | $229.0K | 0.23% | +1,531 | New |
| Great Lakes Advisors, LLC | 1,542 | $230.0K | 0.01% | −5−0.3% | Reduced |
| Exos TFP Holdings LLC | 1,545 | $231.0K | 0.11% | +1,545 | New |
| Rockbridge Investment Management, LCC | 1,551 | $231.5K | 0.05% | −88−5.4% | Reduced |
| Bailard, Inc. | 1,555 | $232.0K | 0.01% | −60−3.7% | Reduced |
| Alphasimplex Group, LLC | 1,562 | $233.0K | 2.36% | −253−13.9% | Reduced |
| Gryphon Financial Partners LLC | 1,562 | $233.0K | 0.06% | +250+19.1% | Added |
| Lion Street Advisors, LLC | 1,568 | $234.0K | 0.12% | −4−0.3% | Reduced |
| Appleton Partners Inc | 1,569 | $234.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,568 | $234.1K | 0.01% | +192+14.0% | Added |
| Carret Asset Management, LLC | 1,580 | $236.0K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $236.0K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,587 | $237.0K | 0.03% | +1+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $240.0K | 0.15% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $240.0K | 0.15% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,481 | $240.0K | 0.01% | +29+2.0% | Added |
| Optas, LLC | 1,619 | $242.0K | 0.11% | +33+2.1% | Added |
| Resources Management Corp | 1,631 | $243.0K | 0.04% | −50−3.0% | Reduced |
| Colonial River Wealth Management, LLC | 1,637 | $244.0K | 0.17% | +108+7.1% | Added |
| Continuum Advisory, LLC | 1,648 | $246.0K | 0.04% | −74−4.3% | Reduced |
| Norris Perne & French LLP | 1,650 | $246.0K | 0.03% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,675 | $250.0K | 0.09% | −25−1.5% | Reduced |
| Independent Advisor Alliance | 1,676 | $250.0K | 0.01% | +8+0.5% | Added |
| RDA Financial Network | 1,674 | $250.0K | 0.14% | +24+1.5% | Added |
| Riverwater Partners LLC | 1,689 | $252.0K | 0.25% | +1+0.1% | Added |
| Asset Allocation & Management Company, LLC | 1,700 | $254.0K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,701 | $254.0K | 0.02% | +1,701 | New |
| Strategic Wealth Partners, Ltd. | 1,721 | $256.9K | 0.05% | −110−6.0% | Reduced |
| RKL Wealth Management LLC | 1,723 | $257.0K | 0.04% | +16+0.9% | Added |
| Destination Wealth Management | 1,720 | $257.0K | 0.01% | +1,720 | New |
| Clarkston Capital Partners, LLC | 1,725 | $258.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,743 | $260.0K | 0.00% | −17−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,744 | $260.0K | 0.02% | +4+0.2% | Added |
| Gsa Capital Partners LLP | 1,746 | $261.0K | 0.03% | −2,739−61.1% | Reduced |
| Cypress Capital Group | 1,754 | $262.0K | 0.04% | −100−5.4% | Reduced |
| Jarislowsky, Fraser Ltd | 1,766 | $263.0K | 0.00% | −3,200−64.4% | Reduced |
| Mutual Advisors, LLC | 1,770 | $264.0K | 0.01% | +1,770 | New |
| Cassady Schiller Wealth Management, LLC | 1,773 | $265.0K | 0.15% | 00.0% | Unchanged |
| Ledyard National Bank | 1,781 | $266.0K | 0.03% | +1,781 | New |
| Plante Moran Financial Advisors, LLC | 1,790 | $267.0K | 0.05% | +784+77.9% | Added |
| Spotlight Asset Group, Inc. | 1,722 | $267.0K | 0.27% | +1,722 | New |
| GraniteShares Advisors LLC | 1,799 | $268.0K | 0.22% | −96−5.1% | Reduced |
| Tradewinds, LLC. | 1,796 | $268.0K | 0.19% | +46+2.6% | Added |
| PFS Investments Inc. | 1,798 | $268.0K | 0.01% | +164+10.0% | Added |
| Atria Wealth Solutions, Inc. | 1,799 | $268.5K | 0.00% | +1,799 | New |
| 9258 Wealth Management, LLC | 1,799 | $269.0K | 0.07% | −174−8.8% | Reduced |
| Litman Gregory Asset Management LLC | 1,800 | $269.0K | 0.04% | 00.0% | Unchanged |
| Bank of the West | 1,811 | $270.0K | 0.04% | −56−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,807 | $270.0K | 0.04% | −26−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,816 | $271.0K | 0.01% | −45−2.4% | Reduced |
| Highland Private Wealth Management | 1,817 | $271.0K | 0.04% | +106+6.2% | Added |
| Parsons Capital Management Inc | 1,820 | $272.0K | 0.02% | +12+0.7% | Added |
| Stanley-Laman Group, Ltd. | 1,831 | $273.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,843 | $275.0K | 0.01% | −159−7.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $275.0K | 0.20% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,823 | $277.0K | 0.01% | −6−0.3% | Reduced |
| Abner Herrman & Brock LLC | 1,863 | $278.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,862 | $278.0K | 0.08% | +2+0.1% | Added |
| Acima Private Wealth, LLC | 1,881 | $280.8K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 1,887 | $282.0K | 0.03% | +302+19.1% | Added |
| Drake & Associates, LLC | 1,900 | $284.0K | 0.16% | +275+16.9% | Added |
| CKW Financial Group | 1,910 | $285.0K | 0.05% | +3+0.2% | Added |
| Kinloch Capital, LLC | 1,907 | $285.0K | 0.19% | +233+13.9% | Added |
| First Capital Advisors Group, LLC. | 1,926 | $288.0K | 0.24% | −617−24.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,927 | $288.0K | 0.04% | +11+0.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,941 | $290.0K | 0.00% | +38+2.0% | Added |
| Congress Wealth Management LLC | 1,954 | $291.0K | 0.01% | −13−0.7% | Reduced |
| Putnam Investments LLC | 1,953 | $292.0K | 0.00% | −26,052−93.0% | Reduced |
| Kanawha Capital Management LLC | 1,957 | $292.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,961 | $293.0K | 0.02% | +86+4.6% | Added |
| Axxcess Wealth Management, LLC | 1,962 | $293.0K | 0.03% | +459+30.5% | Added |
| S&CO Inc | 2,000 | $298.0K | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $299.0K | 0.08% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,000 | $299.0K | 0.39% | +600+42.9% | Added |
| Cedar Brook Financial Partners, LLC | 2,006 | $299.5K | 0.10% | +13+0.7% | Added |
| Wallace Capital Management Inc. | 2,010 | $300.0K | 0.05% | −433−17.7% | Reduced |
| Westover Capital Advisors, LLC | 2,010 | $300.0K | 0.11% | −60−2.9% | Reduced |
| Chilton Investment Co LLC | 2,008 | $300.0K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,009 | $300.0K | 0.07% | +6+0.3% | Added |
| Surevest, LLC | 2,014 | $301.0K | 0.08% | 00.0% | Unchanged |