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 |
|---|---|---|---|---|---|
| Asset Management Resources, LLC | 2,013 | $301.0K | 0.29% | +37+1.9% | Added |
| Meridian Wealth Advisors, LLC | 2,028 | $303.0K | 0.09% | −21−1.0% | Reduced |
| Willow Creek Wealth Management Inc. | 2,029 | $303.0K | 0.06% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,051 | $306.0K | 0.09% | +35+1.7% | Added |
| First Foundation Advisors | 2,083 | $311.0K | 0.02% | +2,083 | New |
| D'Orazio & Associates, Inc. | 2,091 | $312.0K | 0.09% | +785+60.1% | Added |
| Journey Advisory Group, LLC | 2,105 | $314.0K | 0.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,142 | $320.0K | 0.08% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,155 | $322.0K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,155 | $322.0K | 0.01% | +2,155 | New |
| Rockland Trust Co | 2,164 | $323.0K | 0.02% | −422−16.3% | Reduced |
| Reliant Investment Management, LLC | 2,186 | $326.0K | 0.23% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,184 | $326.0K | 0.01% | +2,184 | New |
| Balasa Dinverno & Foltz LLC | 2,189 | $327.0K | 0.02% | −12−0.5% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,190 | $327.0K | 0.14% | 00.0% | Unchanged |
| Davis R M Inc | 2,228 | $333.0K | 0.01% | +2,228 | New |
| Blueprint Investment Partners LLC | 2,238 | $334.0K | 0.09% | −2,200−49.6% | Reduced |
| Bellwether Advisors, LLC | 2,268 | $338.0K | 0.11% | −758−25.0% | Reduced |
| Pointe Capital Management LLC | 2,264 | $338.0K | 0.27% | +31+1.4% | Added |
| Sequoia Financial Advisors, LLC | 2,274 | $339.0K | 0.01% | −190−7.7% | Reduced |
| Sigma Planning Corp | 2,275 | $340.0K | 0.01% | +4+0.2% | Added |
| Vise Technologies, Inc. | 2,279 | $340.0K | 0.13% | +163+7.7% | Added |
| DFPG Investments, LLC | 2,192 | $340.0K | 0.14% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,292 | $342.0K | 0.18% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,290 | $342.0K | 0.90% | +2,290 | New |
| Comerica Securities,inc. | 2,313 | $345.0K | 0.03% | +94+4.2% | Added |
| InterOcean Capital Group, LLC | 2,320 | $346.0K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,328 | $347.0K | 0.05% | −91−3.8% | Reduced |
| Gilbert & Cook, Inc. | 2,180 | $347.0K | 0.08% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,338 | $349.0K | 0.04% | +90+4.0% | Added |
| Millennium Management LLC | 2,350 | $351.0K | 0.00% | −102,487−97.8% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $352.0K | 0.23% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,390 | $356.0K | 0.18% | −100−4.0% | Reduced |
| Penserra Capital Management LLC | 2,413 | $360.0K | 0.01% | +62+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 2,420 | $361.0K | 0.15% | +20+0.8% | Added |
| Eqis Capital Management, Inc. | 2,420 | $361.4K | 0.04% | −105−4.2% | Reduced |
| Stephens Inc | 2,431 | $363.0K | 0.01% | −30−1.2% | Reduced |
| ICA Group Wealth Management, LLC | 2,439 | $364.0K | 0.08% | +58+2.4% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $364.0K | 0.32% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $365.0K | 0.08% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $366.0K | 0.05% | −137−5.3% | Reduced |
| Glassman Wealth Services | 2,457 | $367.0K | 0.08% | +137+5.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,475 | $370.0K | 0.03% | −352−12.5% | Reduced |
| Essex Financial Services, Inc. | 2,481 | $370.0K | 0.04% | +647+35.3% | Added |
| Stratos Wealth Advisors, LLC | 2,508 | $375.0K | 0.04% | −373−12.9% | Reduced |
| BerganKDV Wealth Management, LLC | 2,529 | $377.0K | 0.05% | +1,582+167.1% | Added |
| SRB Corp | 2,532 | $378.0K | 0.03% | −7,389−74.5% | Reduced |
| DSM Capital Partners LLC | 2,530 | $378.0K | 0.01% | −750−22.9% | Reduced |
| Vident Investment Advisory, LLC | 4,522 | $380.0K | 0.01% | +451+11.1% | Added |
| Mirova | 2,554 | $381.0K | 0.06% | −5,871−69.7% | Reduced |
| Atlas Private Wealth Management | 2,551 | $381.0K | 0.28% | +328+14.8% | Added |
| Northeast Financial Consultants Inc | 2,560 | $382.0K | 0.03% | +1,050+69.5% | Added |
| EagleClaw Capital Managment, LLC | 2,563 | $383.0K | 0.11% | −250−8.9% | Reduced |
| Kathmere Capital Management, LLC | 2,581 | $385.0K | 0.08% | −667−20.5% | Reduced |
| Tobam | 2,585 | $386.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,589 | $387.0K | 0.01% | +327+14.5% | Added |
| Aaron Wealth Advisors | 2,601 | $388.0K | 0.07% | +184+7.6% | Added |
| Boston Research & Management Inc | 2,620 | $391.0K | 0.13% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,634 | $394.0K | 0.07% | +350+15.3% | Added |
| Waldron Private Wealth LLC | 2,644 | $394.0K | 0.02% | +1,313+98.6% | Added |
| Capital Advisors Inc | 2,600 | $395.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,648 | $396.0K | 0.03% | +606+29.7% | Added |
| ASB Consultores, LLC | 2,666 | $398.0K | 0.19% | −410−13.3% | Reduced |
| Boothbay Fund Management, LLC | 2,679 | $400.0K | 0.01% | +2,679 | New |
| Quantinno Capital Management LP | 2,690 | $402.0K | 0.05% | −368−12.0% | Reduced |
| Tower Bridge Advisors | 2,700 | $403.1K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,701 | $403.2K | 0.16% | +39+1.5% | Added |
| IFP Advisors, Inc | 4,908 | $404.0K | 0.01% | +592+13.7% | Added |
| Fulton Bank, N.A. | 2,719 | $406.0K | 0.02% | +258+10.5% | Added |
| Manchester Capital Management LLC | 2,727 | $407.0K | 0.07% | +7+0.3% | Added |
| C2C Wealth Management, LLC | 2,580 | $409.0K | 0.08% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 2,783 | $415.0K | 0.34% | −49−1.7% | Reduced |
| Buckley Wealth Management, LLC | 2,787 | $416.0K | 0.15% | −709−20.3% | Reduced |
| Stockman Wealth Management, Inc. | 2,791 | $417.0K | 0.11% | +6+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 2,819 | $421.0K | 0.18% | +2,819 | New |
| Geller Advisors LLC | 2,833 | $423.0K | 0.09% | +466+19.7% | Added |
| Dodge & Cox | 2,860 | $427.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,859 | $427.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,817 | $427.0K | 0.08% | +107+3.9% | Added |
| Csenge Advisory Group | 2,865 | $428.0K | 0.04% | −1,570−35.4% | Reduced |
| Strid Group, LLC | 2,864 | $428.0K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,877 | $430.0K | 0.01% | −522−15.4% | Reduced |
| NBT Bank N A | 2,877 | $430.0K | 0.07% | −56−1.9% | Reduced |
| Forum Financial Management, LP | 2,899 | $433.0K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,911 | $435.0K | 0.04% | −92−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,911 | $435.0K | 0.01% | +148+5.4% | Added |
| X-Square Capital, LLC | 2,927 | $437.0K | 0.28% | +23+0.8% | Added |
| AdvisorNet Financial, Inc | 2,924 | $437.0K | 0.04% | +1,067+57.5% | Added |
| Trust Co of Toledo NA | 2,934 | $438.0K | 0.09% | −4,500−60.5% | Reduced |
| Bryn Mawr Trust Co | 2,943 | $439.0K | 0.02% | −300−9.3% | Reduced |
| Wealthsource Partners, LLC | 2,938 | $439.0K | 0.03% | +774+35.8% | Added |
| Graypoint LLC | 2,969 | $443.0K | 0.06% | +492+19.9% | Added |
| NorthRock Partners, LLC | 2,967 | $443.0K | 0.05% | +530+21.7% | Added |
| BSW Wealth Partners | 2,981 | $445.0K | 0.11% | +8+0.3% | Added |
| Strategic Blueprint, LLC | 2,993 | $447.0K | 0.06% | −95−3.1% | Reduced |
| Montag A & Associates Inc | 3,002 | $448.0K | 0.03% | −134−4.3% | Reduced |
| Perigon Wealth Management, LLC | 3,000 | $448.0K | 0.04% | +426+16.6% | Added |
| Boulder Hill Capital Management LP | 3,000 | $448.0K | 0.34% | +3,000 | New |
| OPSEU Pension Plan Trust Fund | 2,924 | $450.0K | 0.12% | +63+2.2% | Added |
| North Star Asset Management Inc | 3,026 | $452.0K | 0.03% | 00.0% | Unchanged |