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 |
|---|---|---|---|---|---|
| Ruffer LLP | 2,900 | $456.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,077 | $459.0K | 0.11% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,095 | $462.0K | 0.50% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,102 | $463.0K | 0.14% | +11+0.4% | Added |
| Summit Global Investments | 3,112 | $465.0K | 0.04% | −8,923−74.1% | Reduced |
| Bill Few Associates, Inc. | 3,150 | $470.0K | 0.32% | −60−1.9% | Reduced |
| Leavell Investment Management, Inc. | 3,150 | $470.0K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,154 | $471.0K | 0.01% | +786+33.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,163 | $472.0K | 0.12% | +131+4.3% | Added |
| Eads & Heald Wealth Management | 3,180 | $475.0K | 0.27% | +90+2.9% | Added |
| REDW Wealth LLC | 3,190 | $476.0K | 0.18% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,191 | $476.0K | 0.15% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,200 | $478.0K | 0.12% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,229 | $482.0K | 0.16% | −166−4.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $484.0K | 0.11% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 3,239 | $484.0K | 0.10% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $485.0K | 0.10% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,257 | $486.0K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,261 | $487.0K | 0.12% | +22+0.7% | Added |
| Moors & Cabot, Inc. | 3,268 | $488.0K | 0.04% | +60+1.9% | Added |
| Gateway Investment Advisers LLC | 3,302 | $493.0K | 0.01% | −1,443−30.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,319 | $495.0K | 0.05% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 3,328 | $497.0K | 0.05% | +3,114+1,455.1% | Added |
| Domani Wealth, LLC | 3,340 | $499.0K | 0.15% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,354 | $501.0K | 0.21% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,377 | $504.0K | 0.24% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,392 | $506.0K | 0.05% | −213−5.9% | Reduced |
| Prelude Capital Management, LLC | 3,393 | $507.0K | 0.03% | +3,393 | New |
| Gyroscope Capital Management Group, LLC | 3,411 | $509.0K | 0.20% | −93−2.7% | Reduced |
| Savant Capital, LLC | 3,443 | $514.0K | 0.02% | +22+0.6% | Added |
| Henshaw Capital LLC | 3,466 | $517.4K | 0.04% | 00.0% | Unchanged |
| James Hambro & Partners | 3,490 | $521.0K | 0.05% | −4,486−56.2% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $523.0K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $523.0K | 0.28% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,529 | $527.0K | 0.01% | +27+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 3,533 | $527.0K | 0.01% | +293+9.0% | Added |
| Fox Run Management, L.L.C. | 3,558 | $531.0K | 0.21% | +3,558 | New |
| Ausdal Financial Partners, Inc. | 3,586 | $535.0K | 0.08% | +26+0.7% | Added |
| Ballentine Partners, LLC | 3,583 | $535.0K | 0.02% | +790+28.3% | Added |
| Personal Capital Advisors Corp | 3,595 | $537.0K | 0.00% | −23−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,621 | $541.0K | 0.01% | +682+23.2% | Added |
| Archvest Wealth Advisors, Inc. | 3,659 | $546.0K | 0.56% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,682 | $550.0K | 0.02% | +4+0.1% | Added |
| Gofen & Glossberg LLC | 3,683 | $550.0K | 0.02% | +55+1.5% | Added |
| Stiles Financial Services Inc | 3,743 | $559.0K | 0.34% | −197−5.0% | Reduced |
| Machina Capital S.A.S. | 3,751 | $560.0K | 1.19% | −58−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 3,749 | $560.0K | 0.04% | −6−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,770 | $563.0K | 0.07% | +190+5.3% | Added |
| American Portfolios Advisors | 3,778 | $564.1K | 0.02% | −21−0.6% | Reduced |
| Hutchinson Capital Management | 3,786 | $565.0K | 0.15% | +10.0% | Added |
| KB Financial Partners, LLC | 3,793 | $566.0K | 0.20% | +487+14.7% | Added |
| Schechter Investment Advisors, LLC | 3,803 | $568.0K | 0.06% | −596−13.5% | Reduced |
| Thrive Wealth Management, LLC | 3,818 | $570.0K | 0.20% | +484+14.5% | Added |
| Dakota Wealth Management | 3,837 | $573.0K | 0.05% | +294+8.3% | Added |
| Caldwell Trust Co | 3,844 | $573.9K | 0.09% | +224+6.2% | Added |
| Advisors Preferred, LLC | 3,710 | $575.0K | 0.73% | −578−13.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,874 | $578.0K | 0.06% | +177+4.8% | Added |
| Waypoint Capital Advisors, LLC | 3,914 | $584.0K | 0.25% | −10.0% | Reduced |
| McAdam, LLC | 3,939 | $588.0K | 0.06% | +23+0.6% | Added |
| Matthew Goff Investment Advisor, LLC | 3,940 | $588.0K | 0.17% | +49+1.3% | Added |
| Hilltop Holdings Inc. | 3,947 | $590.0K | 0.08% | −5−0.1% | Reduced |
| Alpha DNA Investment Management LLC | 3,956 | $590.0K | 0.51% | +3,956 | New |
| Maven Securities LTD | 4,000 | $597.0K | 0.03% | +4,000 | New |
| Arden Trust Co | 4,018 | $600.0K | 0.15% | −137−3.3% | Reduced |
| We Are One Seven, LLC | 4,023 | $600.0K | 0.06% | +346+9.4% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $601.0K | 0.07% | −53−1.3% | Reduced |
| Kenfarb & Co. | 4,035 | $602.0K | 0.57% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,037 | $603.0K | 0.01% | −16−0.4% | Reduced |
| D.A. Davidson & Co. | 4,043 | $604.0K | 0.01% | +93+2.4% | Added |
| VeraBank, N.A. | 4,101 | $612.0K | 0.39% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 4,133 | $617.0K | 0.04% | +4,133 | New |
| Nicolet Bankshares Inc | 4,180 | $624.0K | 0.18% | +122+3.0% | Added |
| AIA Group Ltd | 4,196 | $626.0K | 0.04% | −2,586−38.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,224 | $631.0K | 0.01% | −51−1.2% | Reduced |
| Desjardins Global Asset Management Inc. | 4,235 | $632.0K | 0.08% | +38+0.9% | Added |
| First Manhattan Co | 4,253 | $635.0K | 0.00% | +75+1.8% | Added |
| Global Retirement Partners, LLC | 3,938 | $636.0K | 0.05% | +65+1.7% | Added |
| Virtus ETF Advisers LLC | 4,298 | $642.0K | 0.26% | +85+2.0% | Added |
| Two Sigma Advisers, LP | 4,300 | $642.0K | 0.00% | +4,300 | New |
| West Family Investments, Inc. | 4,331 | $647.0K | 0.28% | −167−3.7% | Reduced |
| Strategy Asset Managers LLC | 4,336 | $647.0K | 0.18% | +4,336 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,401 | $657.0K | 0.04% | −1,061−19.4% | Reduced |
| Banque Pictet & Cie SA | 4,402 | $657.2K | 0.01% | +4,402 | New |
| Amplius Wealth Advisors, LLC | 4,416 | $659.0K | 0.12% | −22−0.5% | Reduced |
| Wedmont Private Capital | 4,447 | $664.0K | 0.13% | +570+14.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,497 | $671.0K | 0.11% | +1,069+31.2% | Added |
| HB Wealth Management, LLC | 4,541 | $678.0K | 0.01% | +838+22.6% | Added |
| Seeyond | 4,603 | $687.0K | 0.08% | −2,436−34.6% | Reduced |
| XTX Topco Ltd | 4,631 | $691.0K | 0.17% | +4,631 | New |
| Donaldson Capital Management, LLC | 4,671 | $697.0K | 0.04% | +34+0.7% | Added |
| Proequities, Inc. | 4,666 | $697.0K | 0.07% | +209+4.7% | Added |
| Stokes Family Office, LLC | 4,671 | $697.0K | 0.10% | +356+8.3% | Added |
| Conning Inc. | 4,709 | $703.0K | 0.02% | −375−7.4% | Reduced |
| King Luther Capital Management Corp | 4,719 | $704.0K | 0.00% | +433+10.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,738 | $707.0K | 0.13% | −16−0.3% | Reduced |
| Oppenheimer & Co Inc | 4,763 | $711.0K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,678 | $712.0K | 0.15% | −110−2.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,798 | $716.0K | 0.21% | −270−5.3% | Reduced |
| DF Dent & Co Inc | 4,856 | $725.0K | 0.01% | +1,438+42.1% | Added |
| Ossiam | 5,030 | $751.0K | 0.02% | −74,943−93.7% | Reduced |