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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 8,523 | $1.27M | 0.03% | +1,222+16.7% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.27M | 0.13% | 00.0% | Unchanged |
| Magnetar Financial LLC | 8,562 | $1.28M | 0.02% | +8,562 | New |
| LS Investment Advisors, LLC | 8,565 | $1.28M | 0.26% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 8,692 | $1.30M | 0.27% | −108−1.2% | Reduced |
| Chatham Capital Group, Inc. | 8,835 | $1.32M | 0.32% | +4,690+113.1% | Added |
| RMR Wealth Builders | 8,842 | $1.32M | 0.32% | 00.0% | Unchanged |
| Veriti Management LLC | 8,871 | $1.32M | 0.19% | +259+3.0% | Added |
| Cetera Advisor Networks LLC | 8,924 | $1.33M | 0.02% | −253−2.8% | Reduced |
| Wimmer Associates 1, LLC | 8,286 | $1.34M | 0.89% | +100+1.2% | Added |
| Advisory Services Network, LLC | 8,974 | $1.34M | 0.05% | −201−2.2% | Reduced |
| LMCG Investments, LLC | 8,976 | $1.34M | 0.10% | −1,145−11.3% | Reduced |
| Mission Wealth Management, LP | 9,029 | $1.35M | 0.07% | −16−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 9,230 | $1.38M | 0.05% | −554−5.7% | Reduced |
| Roosevelt Investment Group LLC | 9,279 | $1.39M | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,316 | $1.39M | 0.08% | +745+8.7% | Added |
| Chesley Taft & Associates LLC | 9,345 | $1.40M | 0.10% | 00.0% | Unchanged |
| Teza Capital Management LLC | 9,347 | $1.40M | 0.29% | +9,347 | New |
| Everence Capital Management Inc | 9,390 | $1.40M | 0.13% | −8,480−47.5% | Reduced |
| Wolverine Trading, LLC | 9,444 | $1.42M | 0.05% | −494−5.0% | Reduced |
| Grimes & Company, Inc. | 9,551 | $1.43M | 0.07% | +37+0.4% | Added |
| Metis Global Partners, LLC | 9,600 | $1.43M | 0.23% | +965+11.2% | Added |
| Orion Portfolio Solutions, LLC | 9,608 | $1.43M | 0.06% | +2,504+35.2% | Added |
| CIBC World Markets Inc. | 9,603 | $1.43M | 0.01% | +7,987+494.2% | Added |
| Walleye Capital LLC | 9,657 | $1.44M | 0.03% | +9,657 | New |
| Pearl River Capital, LLC | 9,688 | $1.45M | 0.27% | +9,688 | New |
| Greenleaf Trust | 9,690 | $1.45M | 0.02% | +1,304+15.5% | Added |
| Clifford Swan Investment Counsel LLC | 9,750 | $1.46M | 0.07% | −25−0.3% | Reduced |
| Zions Bancorporation, N.A. | 9,869 | $1.47M | 0.15% | +125+1.3% | Added |
| Wetherby Asset Management Inc | 9,978 | $1.49M | 0.11% | +1,406+16.4% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.49M | 0.08% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 10,039 | $1.50M | 0.36% | +19+0.2% | Added |
| Brighton Jones LLC | 10,033 | $1.50M | 0.09% | +3,915+64.0% | Added |
| Red Cedar Investment Management, LLC | 10,158 | $1.52M | 0.26% | +2,266+28.7% | Added |
| Quantbot Technologies LP | 10,190 | $1.52M | 0.11% | −11,313−52.6% | Reduced |
| Fiduciary Trust Co | 10,220 | $1.53M | 0.03% | −1,405−12.1% | Reduced |
| Howland Capital Management LLC | 10,230 | $1.53M | 0.10% | +900+9.6% | Added |
| Redpoint Investment Management Pty Ltd | 10,287 | $1.54M | 0.23% | −2,229−17.8% | Reduced |
| Hills Bank & Trust Co | 10,355 | $1.55M | 0.23% | +674+7.0% | Added |
| Dynamic Technology Lab Private Ltd | 10,399 | $1.55M | 0.15% | −377−3.5% | Reduced |
| Tealwood Asset Management Inc | 10,527 | $1.57M | 0.85% | −74−0.7% | Reduced |
| Lido Advisors, LLC | 10,560 | $1.58M | 0.03% | +3,985+60.6% | Added |
| Mount Yale Investment Advisors, LLC | 10,581 | $1.58M | 0.21% | −685−6.1% | Reduced |
| Trexquant Investment LP | 10,581 | $1.58M | 0.06% | +10,581 | New |
| Belpointe Asset Management LLC | 10,774 | $1.61M | 0.11% | +2,122+24.5% | Added |
| Heritage Trust Co | 10,922 | $1.63M | 0.29% | −11,175−50.6% | Reduced |
| DuPont Capital Management Corp | 11,013 | $1.64M | 0.10% | −18,670−62.9% | Reduced |
| Lincoln National Corp | 11,197 | $1.67M | 0.04% | +74+0.7% | Added |
| Buckingham Strategic Partners | 11,202 | $1.67M | 0.10% | +211+1.9% | Added |
| Dumont & Blake Investment Advisors LLC | 11,267 | $1.68M | 0.63% | −201−1.8% | Reduced |
| NewEdge Wealth, LLC | 11,419 | $1.71M | 0.08% | −3,609−24.0% | Reduced |
| Icon Advisers Inc | 11,500 | $1.72M | 0.47% | −2,100−15.4% | Reduced |
| WSFS Capital Management, LLC | 11,731 | $1.75M | 0.62% | −92−0.8% | Reduced |
| Diversified Trust Co | 11,747 | $1.75M | 0.08% | +1,457+14.2% | Added |
| Brown, Lisle/Cummings, Inc. | 11,963 | $1.79M | 1.04% | +302+2.6% | Added |
| Front Row Advisors LLC | 11,973 | $1.79M | 0.93% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 12,000 | $1.79M | 1.19% | 00.0% | Unchanged |
| Private Trust Co NA | 12,078 | $1.80M | 0.29% | −18−0.1% | Reduced |
| Venture Visionary Partners LLC | 12,147 | $1.81M | 0.15% | +95+0.8% | Added |
| First National Trust Co | 12,273 | $1.83M | 0.11% | +103+0.8% | Added |
| Empirical Finance, LLC | 12,302 | $1.84M | 0.22% | +2,006+19.5% | Added |
| Strategic Investment Advisors | 12,354 | $1.84M | 0.42% | +549+4.7% | Added |
| GWM Advisors LLC | 12,624 | $1.88M | 0.03% | −50.0% | Reduced |
| Arabesque Asset Management Ltd | 12,663 | $1.89M | 0.92% | +1,178+10.3% | Added |
| Pensionfund Sabic | 12,700 | $1.90M | 0.67% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 12,767 | $1.91M | 0.03% | +12,767 | New |
| EHP Funds Inc. | 12,780 | $1.91M | 0.42% | +1,080+9.2% | Added |
| Regions Financial Corp | 12,844 | $1.92M | 0.02% | −417−3.1% | Reduced |
| Heritage Wealth Advisors | 12,914 | $1.93M | 0.14% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,238 | $1.98M | 0.22% | +188+1.4% | Added |
| United Capital Financial Advisers, LLC | 13,314 | $1.99M | 0.01% | −16−0.1% | Reduced |
| Ascent Group, LLC | 12,314 | $1.99M | 0.24% | +1,651+15.5% | Added |
| Sawtooth Solutions, LLC | 13,333 | $1.99M | 0.29% | +1,568+13.3% | Added |
| Snowden Capital Advisors LLC | 13,364 | $2.00M | 0.09% | +136+1.0% | Added |
| Miracle Mile Advisors, LLC | 13,380 | $2.00M | 0.09% | +64+0.5% | Added |
| Argent Trust Co | 13,597 | $2.03M | 0.15% | +82+0.6% | Added |
| Baader Bank INC | 13,768 | $2.06M | 0.18% | +6,424+87.5% | Added |
| Beacon Pointe Advisors, LLC | 13,796 | $2.06M | 0.05% | +650+4.9% | Added |
| Horizon Investments, LLC | 13,871 | $2.06M | 0.06% | +9,752+236.8% | Added |
| Pitcairn Co | 13,900 | $2.08M | 0.23% | −35−0.3% | Reduced |
| Balentine LLC | 13,954 | $2.08M | 0.08% | +1,563+12.6% | Added |
| Jefferies Group LLC | 14,000 | $2.09M | 0.06% | +14,000 | New |
| CX Institutional | 14,188 | $2.12M | 0.15% | +388+2.8% | Added |
| FORA Capital, LLC | 14,340 | $2.14M | 0.41% | +4,714+49.0% | Added |
| Occidental Asset Management, LLC | 14,539 | $2.17M | 0.65% | +421+3.0% | Added |
| Private Advisor Group, LLC | 14,748 | $2.20M | 0.03% | −17,614−54.4% | Reduced |
| Federated Hermes, Inc. | 14,756 | $2.20M | 0.01% | +2,643+21.8% | Added |
| Logan Capital Management Inc | 15,086 | $2.25M | 0.13% | −18−0.1% | Reduced |
| Sowell Financial Services LLC | 15,262 | $2.28M | 0.23% | +1,144+8.1% | Added |
| Jump Financial, LLC | 15,883 | $2.37M | 0.09% | +14,577+1,116.2% | Added |
| Kestra Advisory Services, LLC | 15,925 | $2.38M | 0.03% | −5,888−27.0% | Reduced |
| AE Wealth Management LLC | 15,921 | $2.38M | 0.02% | −1,768−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 15,348 | $2.38M | 0.04% | +479+3.2% | Added |
| Freestone Capital Holdings, LLC | 16,049 | $2.40M | 0.11% | −2,186−12.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,137 | $2.41M | 0.20% | +100+0.6% | Added |
| Ergoteles LLC | 16,368 | $2.44M | 0.09% | +16,368 | New |
| Northwest Investment Counselors, LLC | 16,514 | $2.46M | 0.81% | −132−0.8% | Reduced |
| South Dakota Investment Council | 16,592 | $2.48M | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,636 | $2.48M | 1.42% | −358−2.1% | Reduced |
| CWM, LLC | 16,704 | $2.49M | 0.02% | +1,769+11.8% | Added |