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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 34,759 | $5.19M | 1.00% | −70−0.2% | Reduced |
| Daiwa Securities Group Inc. | 34,848 | $5.20M | 0.04% | +2,722+8.5% | Added |
| Cape Cod Five Cents Savings Bank | 35,987 | $5.37M | 0.64% | +733+2.1% | Added |
| Running Oak Capital LLC | 36,016 | $5.38M | 1.86% | +36,016 | New |
| Apollon Wealth Management, LLC | 36,184 | $5.40M | 0.45% | +3,085+9.3% | Added |
| Aptus Capital Advisors, LLC | 36,469 | $5.44M | 0.17% | −1,908−5.0% | Reduced |
| Bennett Selby Investments LP | 36,556 | $5.46M | 4.36% | +359+1.0% | Added |
| Crossmark Global Holdings, Inc. | 37,108 | $5.54M | 0.15% | −1,231−3.2% | Reduced |
| Colony Group LLC | 37,156 | $5.55M | 0.10% | −50.0% | Reduced |
| Bishop Rock Capital, L.P. | 37,571 | $5.61M | 3.89% | +13,636+57.0% | Added |
| Elo Mutual Pension Insurance Co | 37,667 | $5.62M | 0.21% | −1,963−5.0% | Reduced |
| Blair William & Co | 37,847 | $5.65M | 0.03% | −785−2.0% | Reduced |
| Marks Group Wealth Management, Inc | 38,843 | $5.80M | 0.88% | +939+2.5% | Added |
| Kentucky Retirement Systems | 39,062 | $5.83M | 0.25% | +1,811+4.9% | Added |
| FDx Advisors, Inc. | 39,309 | $5.87M | 0.26% | −2,194−5.3% | Reduced |
| Ninety One North America, Inc. | 39,912 | $5.96M | 0.29% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 40,785 | $6.09M | 0.22% | +4,131+11.3% | Added |
| Hudson Valley Investment Advisors Inc | 41,421 | $6.18M | 0.99% | −205−0.5% | Reduced |
| Securian Asset Management, Inc | 41,601 | $6.21M | 0.19% | −200−0.5% | Reduced |
| ING Groep NV | 41,611 | $6.21M | 0.10% | −52,838−55.9% | Reduced |
| Worldquant Millennium Advisors LLC | 41,672 | $6.22M | 0.15% | +10,218+32.5% | Added |
| Susquehanna International Group, LLP | 41,775 | $6.24M | 0.01% | −50,596−54.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 42,000 | $6.40M | 1.15% | +42,000 | New |
| Jane Street Group, LLC | 42,936 | $6.41M | 0.01% | +36,021+520.9% | Added |
| Huntington National Bank | 43,662 | $6.52M | 0.07% | −2,973−6.4% | Reduced |
| Alaska Permanent Fund Corp | 43,675 | $6.52M | 0.12% | +10,386+31.2% | Added |
| Vestcor Inc | 44,573 | $6.65M | 0.25% | +793+1.8% | Added |
| Quadrature Capital Ltd | 44,775 | $6.69M | 0.22% | +39,702+782.6% | Added |
| Tower Research Capital LLC (TRC) | 45,420 | $6.78M | 0.11% | −1,344−2.9% | Reduced |
| Stonegate Investment Group, LLC | 45,965 | $6.86M | 0.31% | −534−1.1% | Reduced |
| Bell Asset Management Ltd | 46,578 | $6.95M | 1.41% | −687−1.5% | Reduced |
| Mercer Global Advisors Inc | 46,578 | $6.95M | 0.04% | +3,674+8.6% | Added |
| Andra AP-fonden | 47,000 | $7.02M | 0.23% | −1,500−3.1% | Reduced |
| Hartford Investment Management Co | 47,470 | $7.09M | 0.23% | −774−1.6% | Reduced |
| Bank of Nova Scotia | 48,035 | $7.17M | 0.02% | −2,348−4.7% | Reduced |
| Gillson Capital LP | 48,135 | $7.19M | 0.66% | +48,135 | New |
| British Columbia Investment Management Corp | 49,654 | $7.41M | 0.08% | −8,665−14.9% | Reduced |
| Kinneret Advisory, LLC | 49,764 | $7.43M | 1.03% | 00.0% | Unchanged |
| Washington Trust Bank | 52,228 | $7.80M | 0.99% | −2,130−3.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 52,608 | $7.85M | 0.33% | +3,186+6.4% | Added |
| PGGM Investments | 53,113 | $7.93M | 0.14% | +53,113 | New |
| Ethic Inc. | 53,567 | $8.00M | 0.54% | +2,850+5.6% | Added |
| Oppenheimer Asset Management Inc. | 53,612 | $8.00M | 0.14% | +4,336+8.8% | Added |
| Atria Investments LLC | 53,638 | $8.01M | 0.18% | −3,458−6.1% | Reduced |
| Rockefeller Capital Management L.P. | 53,775 | $8.03M | 0.04% | +445+0.8% | Added |
| Cubist Systematic Strategies, LLC | 54,126 | $8.08M | 0.06% | +15,252+39.2% | Added |
| TD Waterhouse Canada Inc. | 43,790 | $8.21M | 0.09% | +2,135+5.1% | Added |
| Tiaa, FSB | 55,037 | $8.22M | 0.04% | −3,265−5.6% | Reduced |
| Northwest & Ethical Investments L.P. | 56,770 | $8.48M | 0.34% | +1,296+2.3% | Added |
| Brown Advisory Inc | 57,321 | $8.56M | 0.02% | +882+1.6% | Added |
| Cerity Partners LLC | 57,413 | $8.57M | 0.10% | +729+1.3% | Added |
| Czech National Bank | 57,993 | $8.66M | 0.25% | +57,993 | New |
| Brinker Capital Investments, LLC | 58,807 | $8.78M | 0.18% | −641−1.1% | Reduced |
| Scotia Capital Inc. | 58,874 | $8.79M | 0.07% | +2,992+5.4% | Added |
| Wealthfront Advisers LLC | 58,952 | $8.80M | 0.05% | +12,760+27.6% | Added |
| Calamos Wealth Management LLC | 58,991 | $8.81M | 0.76% | +1,954+3.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,834 | $8.93M | 0.20% | −2,111−3.4% | Reduced |
| C.V. Starr & Co., Inc. Trust | 60,000 | $8.96M | 61.40% | 00.0% | Unchanged |
| Crestline Management, LP | 60,000 | $8.96M | 1.21% | +60,000 | New |
| Ci Investments Inc. | 60,751 | $9.07M | 0.05% | +55,843+1,137.8% | Added |
| First American Bank | 61,858 | $9.23M | 0.96% | +2,131+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 62,239 | $9.29M | 0.17% | +27,676+80.1% | Added |
| CIBC Private Wealth Group, LLC | 63,526 | $9.48M | 0.03% | +178+0.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 64,838 | $9.68M | 0.07% | −15,574−19.4% | Reduced |
| Levin Capital Strategies, L.P. | 65,298 | $9.75M | 1.33% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 65,572 | $9.79M | 2.68% | +14,286+27.9% | Added |
| First Republic Investment Management, Inc. | 67,627 | $10.1M | 0.03% | +11,238+19.9% | Added |
| Vontobel Holding Ltd. | 68,148 | $10.3M | 0.12% | +53,280+358.4% | Added |
| Mutual of America Capital Management LLC | 69,096 | $10.3M | 0.14% | +656+1.0% | Added |
| Van Eck Associates Corp | 69,701 | $10.4M | 0.03% | +4,091+6.2% | Added |
| Texas Permanent School Fund | 70,608 | $10.5M | 0.17% | +4,313+6.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,859 | $10.6M | 0.07% | +13,494+23.5% | Added |
| Cutler Investment Counsel LLC | 71,621 | $10.7M | 1.78% | −163−0.2% | Reduced |
| Segment Wealth Management, LLC | 71,862 | $10.7M | 1.34% | +1,318+1.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,991 | $10.9M | 0.11% | −88−0.1% | Reduced |
| Creative Planning | 73,607 | $11.0M | 0.02% | −1,114−1.5% | Reduced |
| Meeder Asset Management Inc | 74,027 | $11.1M | 0.64% | +1,554+2.1% | Added |
| Advisor Group Holdings, Inc. | 74,865 | $11.2M | 0.03% | +3,988+5.6% | Added |
| Oregon Public Employees Retirement Fund | 75,839 | $11.3M | 0.16% | −2,321−3.0% | Reduced |
| State of Alaska, Department of Revenue | 76,076 | $11.4M | 0.15% | −2,715−3.4% | Reduced |
| Nissay Asset Management Corp | 76,561 | $11.4M | 0.12% | +320.0% | Added |
| USS Investment Management Ltd | 78,781 | $11.8M | 0.18% | −37,352−32.2% | Reduced |
| Brightworth | 79,340 | $11.8M | 1.27% | −1,395−1.7% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $11.9M | 0.19% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 79,556 | $11.9M | 0.17% | −2,086−2.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 80,165 | $12.0M | 0.61% | +14,257+21.6% | Added |
| Virginia Retirement Systems Et Al | 81,800 | $12.2M | 0.14% | +81,800 | New |
| JLB & Associates Inc | 81,900 | $12.2M | 2.17% | −284−0.3% | Reduced |
| Pinebridge Investments, L.P. | 82,140 | $12.3M | 0.16% | +2,183+2.7% | Added |
| Gulf International Bank (UK) Ltd | 82,314 | $12.3M | 0.23% | −443−0.5% | Reduced |
| CIBC World Markets Corp | 82,408 | $12.3M | 0.17% | −30,614−27.1% | Reduced |
| RMB Capital Management, LLC | 83,551 | $12.5M | 0.46% | −4,873−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 84,624 | $12.6M | 0.03% | +41,936+98.2% | Added |
| Public Employees Retirement Association of Colorado | 85,060 | $12.7M | 0.07% | +4,635+5.8% | Added |
| Osborne Partners Capital Management, LLC | 85,447 | $12.8M | 1.07% | −54−0.1% | Reduced |
| IFM Investors Pty Ltd | 85,872 | $12.8M | 0.23% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 86,426 | $12.9M | 1.98% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 86,611 | $12.9M | 1.87% | +262+0.3% | Added |
| Comerica Bank | 82,717 | $12.9M | 0.11% | +1,141+1.4% | Added |
| Commonwealth Equity Services, LLC | 88,381 | $13.2M | 0.04% | +6,882+8.4% | Added |