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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 5,135 | $767.0K | 0.02% | −328−6.0% | Reduced |
| Symmetry Partners, LLC | 5,160 | $770.0K | 0.05% | +492+10.5% | Added |
| Marshall Financial Group LLC | 5,180 | $773.0K | 0.33% | +31+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $775.0K | 0.54% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,189 | $775.0K | 0.01% | +64+1.2% | Added |
| Regents of the University of California | 5,200 | $776.0K | 0.16% | 00.0% | Unchanged |
| Prospector Partners LLC | 5,200 | $776.0K | 0.12% | +1,600+44.4% | Added |
| Cetera Investment Advisers | 5,253 | $784.0K | 0.02% | −828−13.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,285 | $788.0K | 0.36% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,290 | $789.0K | 0.23% | +377+7.7% | Added |
| Norway Savings Bank | 5,347 | $798.0K | 0.44% | −100−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 5,389 | $805.0K | 0.23% | −1,318−19.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,412 | $808.0K | 0.03% | −948−14.9% | Reduced |
| 55I, LLC | 5,415 | $809.0K | 0.02% | +3,625+202.5% | Added |
| Heartland Bank & Trust Co | 5,480 | $818.0K | 0.78% | −150−2.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,552 | $829.0K | 0.02% | +5,552 | New |
| Annex Advisory Services, LLC | 5,556 | $830.0K | 0.06% | −589−9.6% | Reduced |
| Profund Advisors LLC | 5,572 | $832.0K | 0.06% | +129+2.4% | Added |
| Parallel Advisors, LLC | 5,579 | $833.0K | 0.04% | +352+6.7% | Added |
| Capital Investment Advisors, LLC | 5,619 | $839.0K | 0.03% | −94−1.6% | Reduced |
| Ashfield Capital Partners, LLC | 5,622 | $839.0K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,623 | $840.0K | 0.08% | −392−6.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,648 | $843.0K | 0.64% | +5,648 | New |
| Allred Capital Management, LLC | 5,661 | $845.0K | 0.53% | +4+0.1% | Added |
| Trust Asset Management LLC | 5,666 | $846.0K | 0.12% | +376+7.1% | Added |
| SFMG, LLC | 5,566 | $846.0K | 0.10% | +672+13.7% | Added |
| Gladstone Institutional Advisory LLC | 5,678 | $848.0K | 0.07% | +218+4.0% | Added |
| Venturi Wealth Management, LLC | 5,693 | $850.0K | 0.08% | −128−2.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,711 | $852.0K | 0.38% | −14−0.2% | Reduced |
| Boltwood Capital Management | 5,787 | $864.0K | 0.40% | +12+0.2% | Added |
| Clarius Group, LLC | 5,809 | $867.0K | 0.09% | −50−0.9% | Reduced |
| Wealth Alliance | 5,812 | $868.0K | 0.17% | +74+1.3% | Added |
| Charter Trust Co | 5,821 | $869.0K | 0.07% | −301−4.9% | Reduced |
| Integrated Advisors Network LLC | 5,836 | $871.0K | 0.06% | −198−3.3% | Reduced |
| Element Capital Management LLC | 5,841 | $872.0K | 0.42% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,846 | $873.0K | 0.04% | +522+9.8% | Added |
| Shelton Capital Management | 5,858 | $875.0K | 0.04% | −57−1.0% | Reduced |
| Missouri Trust & Investment Co | 5,898 | $881.0K | 0.58% | −227−3.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,914 | $883.0K | 0.03% | −180−3.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,923 | $884.0K | 1.03% | +5,923 | New |
| West Paces Advisors Inc. | 5,935 | $886.0K | 0.31% | −237−3.8% | Reduced |
| SkyView Investment Advisors, LLC | 5,944 | $888.0K | 0.26% | −212−3.4% | Reduced |
| Dowling & Yahnke LLC | 6,089 | $909.0K | 0.04% | +633+11.6% | Added |
| Cigna Investments Inc | 6,145 | $917.0K | 0.20% | −314−4.9% | Reduced |
| Boyd Watterson Asset Management LLC | 6,145 | $917.0K | 0.42% | −70−1.1% | Reduced |
| Hantz Financial Services, Inc. | 6,157 | $919.0K | 0.03% | +118+2.0% | Added |
| Winton Group Ltd | 6,189 | $924.0K | 0.06% | −5,355−46.4% | Reduced |
| Douglas Lane & Associates, LLC | 6,196 | $925.0K | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 6,210 | $927.0K | 0.39% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,255 | $934.0K | 0.21% | −907−12.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,386 | $953.0K | 0.02% | +6,386 | New |
| Aries Wealth Management | 5,911 | $955.0K | 0.42% | 00.0% | Unchanged |
| Canandaigua National Corp | 6,442 | $962.0K | 0.17% | −330−4.9% | Reduced |
| Citizens & Northern Corp | 6,442 | $962.0K | 0.45% | +15+0.2% | Added |
| Inverness Counsel LLC | 6,453 | $963.0K | 0.05% | +515+8.7% | Added |
| Ameritas Investment Partners, Inc. | 6,492 | $968.0K | 0.04% | −139−2.1% | Reduced |
| MAI Capital Management | 6,486 | $968.0K | 0.02% | +3,045+88.5% | Added |
| CTC Capital Management, LLC | 6,500 | $970.0K | 0.80% | +6,500 | New |
| Edgemoor Investment Advisors, Inc. | 6,509 | $972.0K | 0.13% | −29−0.4% | Reduced |
| Toroso Investments, LLC | 6,520 | $973.0K | 0.04% | +164+2.6% | Added |
| Pinnacle Associates Ltd | 6,592 | $984.0K | 0.02% | +869+15.2% | Added |
| Elmwood Wealth Management, Inc. | 6,613 | $987.0K | 0.49% | +100+1.5% | Added |
| Essex Investment Management Co LLC | 6,629 | $990.0K | 0.16% | 00.0% | Unchanged |
| AXS Investments LLC | 6,654 | $993.0K | 0.39% | −36−0.5% | Reduced |
| Cresset Asset Management, LLC | 6,656 | $994.0K | 0.01% | −5,708−46.2% | Reduced |
| Quantamental Technologies LLC | 6,731 | $1.00M | 0.39% | +6,731 | New |
| Clearstead Advisors, LLC | 6,780 | $1.01M | 0.09% | +67+1.0% | Added |
| United Bank | 6,805 | $1.02M | 0.68% | −884−11.5% | Reduced |
| Quadrant Capital Group LLC | 6,830 | $1.02M | 0.13% | −332−4.6% | Reduced |
| Peapack Gladstone Financial Corp | 6,933 | $1.03M | 0.02% | −86−1.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,131 | $1.06M | 0.02% | 00.0% | Unchanged |
| KCS Wealth Advisory | 7,158 | $1.07M | 0.49% | −5,850−45.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,173 | $1.07M | 0.09% | +579+8.8% | Added |
| Toews Corp | 7,200 | $1.07M | 0.79% | −200−2.7% | Reduced |
| TD Private Client Wealth LLC | 7,187 | $1.08M | 0.06% | −16−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 7,233 | $1.08M | 0.12% | −121−1.6% | Reduced |
| Wintrust Investments LLC | 7,264 | $1.08M | 0.14% | −96−1.3% | Reduced |
| Smithfield Trust Co | 7,343 | $1.09M | 0.08% | +700+10.5% | Added |
| Kestra Private Wealth Services, LLC | 7,354 | $1.10M | 0.06% | +64+0.9% | Added |
| TrinityPoint Wealth, LLC | 7,420 | $1.11M | 0.25% | −5−0.1% | Reduced |
| MQS Management LLC | 7,456 | $1.11M | 0.72% | +7,456 | New |
| TCTC Holdings, LLC | 7,496 | $1.12M | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,568 | $1.13M | 0.28% | 00.0% | Unchanged |
| HM Payson & Co | 7,596 | $1.13M | 0.03% | +92+1.2% | Added |
| Park Avenue Securities LLC | 7,629 | $1.14M | 0.02% | +484+6.8% | Added |
| Banco Santander, S.A. | 7,652 | $1.14M | 0.02% | −268−3.4% | Reduced |
| PFG Advisors | 7,682 | $1.15M | 0.13% | +75+1.0% | Added |
| Raymond James Trust N.A. | 7,799 | $1.17M | 0.04% | +757+10.7% | Added |
| Western Wealth Management, LLC | 7,853 | $1.17M | 0.07% | −407−4.9% | Reduced |
| Evercore Wealth Management, LLC | 7,933 | $1.18M | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,992 | $1.19M | 0.11% | +1,168+17.1% | Added |
| Verition Fund Management LLC | 8,031 | $1.20M | 0.02% | +6,547+441.2% | Added |
| Signaturefd, LLC | 8,131 | $1.21M | 0.04% | +816+11.2% | Added |
| Enterprise Bank & Trust Co | 8,138 | $1.22M | 0.63% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 8,158 | $1.22M | 0.16% | +234+3.0% | Added |
| Relyea Zuckerberg Hanson LLC | 8,211 | $1.23M | 0.44% | +45+0.6% | Added |
| Wilkins Investment Counsel Inc | 8,240 | $1.23M | 0.36% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,334 | $1.24M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,457 | $1.26M | 0.01% | +337+4.2% | Added |
| Bartlett & Co. LLC | 8,523 | $1.27M | 0.03% | +1,222+16.7% | Added |