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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 16,742 | $2.50M | 0.36% | −8,068−32.5% | Reduced |
| Mount Lucas Management LP | 16,826 | $2.51M | 0.87% | −355−2.1% | Reduced |
| Kames Capital plc | 16,880 | $2.52M | 0.05% | −1,046−5.8% | Reduced |
| River Wealth Advisors LLC | 16,911 | $2.52M | 0.54% | −726−4.1% | Reduced |
| Bessemer Group Inc | 16,926 | $2.53M | 0.01% | +1,353+8.7% | Added |
| HBK Sorce Advisory LLC | 16,925 | $2.53M | 0.17% | +2,567+17.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 17,000 | $2.54M | 1.96% | −5,000−22.7% | Reduced |
| Olstein Capital Management, L.P. | 17,000 | $2.54M | 0.43% | +1,000+6.3% | Added |
| Assenagon Asset Management S.A. | 17,030 | $2.54M | 0.01% | +8,148+91.7% | Added |
| Laurion Capital Management LP | 17,184 | $2.56M | 0.07% | +17,184 | New |
| Lindenwold Advisors | 17,209 | $2.57M | 1.90% | +255+1.5% | Added |
| Allstate Corp | 17,482 | $2.61M | 0.08% | +2,424+16.1% | Added |
| Advisor Partners II, LLC | 17,800 | $2.66M | 0.20% | +17,800 | New |
| Benjamin F. Edwards & Company, Inc. | 17,804 | $2.66M | 0.13% | +4,801+36.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,883 | $2.67M | 0.25% | +735+4.3% | Added |
| Moody National Bank Trust Division | 17,940 | $2.68M | 0.28% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18,161 | $2.71M | 0.15% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,224 | $2.72M | 0.02% | +18,224 | New |
| Phoenix Holdings Ltd. | 18,134 | $2.74M | 0.06% | +4,554+33.5% | Added |
| LGT Group Foundation | 18,423 | $2.75M | 0.11% | −45−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,535 | $2.77M | 0.07% | −3,934−17.5% | Reduced |
| Ritholtz Wealth Management | 18,554 | $2.77M | 0.15% | +14,857+401.9% | Added |
| HNP Capital LLC | 18,614 | $2.78M | 0.80% | −3,657−16.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 18,679 | $2.79M | 0.32% | −395−2.1% | Reduced |
| Mechanics Bank Trust Department | 18,715 | $2.79M | 0.53% | −142−0.8% | Reduced |
| Aquatic Capital Management LLC | 19,000 | $2.84M | 0.28% | +19,000 | New |
| Vectors Research Management, LLC | 19,374 | $2.89M | 0.82% | −3,964−17.0% | Reduced |
| Accurate Wealth Management, LLC | 18,695 | $2.90M | 1.21% | +18,695 | New |
| United Services Automobile Association | 19,530 | $2.92M | 0.08% | +1,044+5.6% | Added |
| Sompo Asset Management Co., Ltd. | 19,620 | $2.93M | 0.75% | −950−4.6% | Reduced |
| Veritable, L.P. | 19,618 | $2.93M | 0.06% | −398−2.0% | Reduced |
| Sumitomo Life Insurance Co | 19,635 | $2.93M | 0.12% | −1,524−7.2% | Reduced |
| Souders Financial Advisors | 19,676 | $2.94M | 0.80% | −1,707−8.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 19,689 | $2.94M | 0.50% | −3,720−15.9% | Reduced |
| AlphaCrest Capital Management LLC | 19,742 | $2.95M | 0.18% | +11,323+134.5% | Added |
| RBF Capital, LLC | 20,000 | $2.99M | 0.26% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 20,026 | $2.99M | 0.17% | +3,384+20.3% | Added |
| Parcion Private Wealth LLC | 20,132 | $3.01M | 0.34% | −100.0% | Reduced |
| Essex LLC | 20,340 | $3.04M | 1.00% | −343−1.7% | Reduced |
| Capital Planning Advisors, LLC | 20,342 | $3.04M | 0.82% | +1,729+9.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 19,744 | $3.07M | 0.21% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 20,549 | $3.07M | 0.01% | +5,149+33.4% | Added |
| Tredje AP-fonden | 20,641 | $3.08M | 0.06% | −41,283−66.7% | Reduced |
| Ieq Capital, LLC | 20,842 | $3.11M | 0.09% | +5,310+34.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,199 | $3.17M | 0.18% | −1,003−4.5% | Reduced |
| Fayez Sarofim & Co | 21,214 | $3.17M | 0.01% | +10,400+96.2% | Added |
| Welch & Forbes LLC | 21,445 | $3.20M | 0.06% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 21,766 | $3.25M | 0.04% | −48−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,015 | $3.29M | 0.03% | +11,525+109.9% | Added |
| E. Ohman J:or Asset Management AB | 22,424 | $3.35M | 0.15% | 00.0% | Unchanged |
| MU Investments Co., Ltd. | 22,530 | $3.39M | 4.71% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 22,760 | $3.40M | 1.05% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 22,849 | $3.41M | 0.52% | −498−2.1% | Reduced |
| Bokf, NA | 23,181 | $3.46M | 0.07% | +1,953+9.2% | Added |
| Becker Capital Management Inc | 23,237 | $3.47M | 0.18% | −1,280−5.2% | Reduced |
| Legacy Advisors, LLC | 24,024 | $3.59M | 0.79% | +2,493+11.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,374 | $3.64M | 0.36% | +24,374 | New |
| Point72 Hong Kong Ltd | 24,377 | $3.64M | 0.22% | −33,547−57.9% | Reduced |
| ExodusPoint Capital Management, LP | 24,990 | $3.73M | 0.05% | +24,990 | New |
| Girard Partners Ltd. | 25,400 | $3.79M | 0.50% | −2,944−10.4% | Reduced |
| Commerce Bank | 25,524 | $3.81M | 0.03% | −1,043−3.9% | Reduced |
| Citizens Financial Group Inc | 25,535 | $3.81M | 0.17% | −130−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,619 | $3.83M | 0.18% | −134−0.5% | Reduced |
| New Mexico Educational Retirement Board | 25,641 | $3.83M | 0.21% | −2,300−8.2% | Reduced |
| Bonness Enterprises Inc | 25,700 | $3.84M | 2.04% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 25,895 | $3.87M | 0.11% | +1,195+4.8% | Added |
| Captrust Financial Advisors | 25,978 | $3.88M | 0.02% | +584+2.3% | Added |
| Icon Wealth Advisors, LLC | 26,153 | $3.90M | 0.47% | +26,153 | New |
| Harrington Investments, INC | 26,969 | $4.03M | 3.13% | +310+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.03M | 0.69% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,095 | $4.04M | 0.03% | +2,637+10.8% | Added |
| Keybank National Association | 27,536 | $4.11M | 0.02% | +5,791+26.6% | Added |
| Compagnie Lombard Odier SCmA | 28,195 | $4.21M | 0.12% | −1,792−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 28,753 | $4.29M | 0.01% | +791+2.8% | Added |
| Siemens Fonds Invest GmbH | 28,831 | $4.30M | 0.49% | +123+0.4% | Added |
| Synovus Financial Corp | 28,919 | $4.31M | 0.05% | +2,698+10.3% | Added |
| Norinchukin Bank, The | 29,001 | $4.33M | 0.09% | +3,132+12.1% | Added |
| Prudential PLC | 29,026 | $4.33M | 0.07% | +3,381+13.2% | Added |
| Metropolitan Life Insurance Co | 29,065 | $4.34M | 0.21% | −522−1.8% | Reduced |
| Regentatlantic Capital LLC | 29,074 | $4.34M | 0.13% | −966−3.2% | Reduced |
| BNC Wealth Management, LLC | 29,408 | $4.39M | 2.65% | 00.0% | Unchanged |
| Shell Asset Management Co | 29,752 | $4.44M | 0.17% | −7,371−19.9% | Reduced |
| Illinois Municipal Retirement Fund | 30,422 | $4.54M | 0.11% | 00.0% | Unchanged |
| Alerus Financial NA | 30,651 | $4.58M | 0.46% | +9,840+47.3% | Added |
| Northcape Capital Pty Ltd | 30,656 | $4.58M | 0.59% | −4,546−12.9% | Reduced |
| Corient Capital Partners, LLC | 29,738 | $4.62M | 0.36% | +252+0.9% | Added |
| Richard Bernstein Advisors LLC | 31,416 | $4.69M | 0.12% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 31,550 | $4.71M | 0.38% | +9,855+45.4% | Added |
| Vetamer Capital Management, L.P. | 31,570 | $4.71M | 5.60% | +4,406+16.2% | Added |
| Exencial Wealth Advisors, LLC | 31,645 | $4.72M | 0.29% | +802+2.6% | Added |
| Louisiana State Employees Retirement System | 31,900 | $4.76M | 0.14% | +100+0.3% | Added |
| JustInvest LLC | 32,295 | $4.82M | 0.22% | +2,098+6.9% | Added |
| Stokes Capital Advisors, LLC | 32,351 | $4.83M | 1.80% | +341+1.1% | Added |
| West Coast Financial LLC | 33,019 | $4.93M | 0.91% | +33,019 | New |
| Tower View Investment Management & Research LLC | 33,976 | $5.07M | 3.90% | +187+0.6% | Added |
| CTF Capital Management, LP | 34,000 | $5.08M | 3.94% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 34,167 | $5.10M | 1.62% | −475−1.4% | Reduced |
| Engineers Gate Manager LP | 34,547 | $5.16M | 0.32% | +25,160+268.0% | Added |
| American Trust | 34,570 | $5.16M | 0.44% | +699+2.1% | Added |
| Churchill Management Corp | 34,744 | $5.19M | 0.14% | −325−0.9% | Reduced |