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 |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 1,773 | $265.0K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,770 | $264.0K | 0.01% | +1,770 | New |
| Jarislowsky, Fraser Ltd | 1,766 | $263.0K | 0.00% | −3,200−64.4% | Reduced |
| Cypress Capital Group | 1,754 | $262.0K | 0.04% | −100−5.4% | Reduced |
| Gsa Capital Partners LLP | 1,746 | $261.0K | 0.03% | −2,739−61.1% | Reduced |
| Umb Bank N A | 1,743 | $260.0K | 0.00% | −17−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,744 | $260.0K | 0.02% | +4+0.2% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $258.0K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,723 | $257.0K | 0.04% | +16+0.9% | Added |
| Destination Wealth Management | 1,720 | $257.0K | 0.01% | +1,720 | New |
| Strategic Wealth Partners, Ltd. | 1,721 | $256.9K | 0.05% | −110−6.0% | Reduced |
| Asset Allocation & Management Company, LLC | 1,700 | $254.0K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,701 | $254.0K | 0.02% | +1,701 | New |
| Riverwater Partners LLC | 1,689 | $252.0K | 0.25% | +1+0.1% | Added |
| Diligent Investors, LLC | 1,675 | $250.0K | 0.09% | −25−1.5% | Reduced |
| Independent Advisor Alliance | 1,676 | $250.0K | 0.01% | +8+0.5% | Added |
| RDA Financial Network | 1,674 | $250.0K | 0.14% | +24+1.5% | Added |
| Continuum Advisory, LLC | 1,648 | $246.0K | 0.04% | −74−4.3% | Reduced |
| Norris Perne & French LLP | 1,650 | $246.0K | 0.03% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,637 | $244.0K | 0.17% | +108+7.1% | Added |
| Resources Management Corp | 1,631 | $243.0K | 0.04% | −50−3.0% | Reduced |
| Optas, LLC | 1,619 | $242.0K | 0.11% | +33+2.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $240.0K | 0.15% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $240.0K | 0.15% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,481 | $240.0K | 0.01% | +29+2.0% | Added |
| Crescent Grove Advisors, LLC | 1,587 | $237.0K | 0.03% | +1+0.1% | Added |
| Carret Asset Management, LLC | 1,580 | $236.0K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $236.0K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,568 | $234.1K | 0.01% | +192+14.0% | Added |
| Lion Street Advisors, LLC | 1,568 | $234.0K | 0.12% | −4−0.3% | Reduced |
| Appleton Partners Inc | 1,569 | $234.0K | 0.02% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 1,562 | $233.0K | 2.36% | −253−13.9% | Reduced |
| Gryphon Financial Partners LLC | 1,562 | $233.0K | 0.06% | +250+19.1% | Added |
| Bailard, Inc. | 1,555 | $232.0K | 0.01% | −60−3.7% | Reduced |
| Rockbridge Investment Management, LCC | 1,551 | $231.5K | 0.05% | −88−5.4% | Reduced |
| Exos TFP Holdings LLC | 1,545 | $231.0K | 0.11% | +1,545 | New |
| Great Lakes Advisors, LLC | 1,542 | $230.0K | 0.01% | −5−0.3% | Reduced |
| Kessler Investment Group, LLC | 1,533 | $229.0K | 0.19% | +71+4.9% | Added |
| AlphaCentric Advisors LLC | 1,531 | $229.0K | 0.23% | +1,531 | New |
| Dillon & Associates Inc | 1,528 | $228.0K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,530 | $228.0K | 0.02% | +22+1.5% | Added |
| Voya Financial Advisors, Inc. | 1,513 | $228.0K | 0.03% | +10+0.7% | Added |
| Asio Capital, LLC | 1,500 | $224.0K | 0.07% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,500 | $223.9K | 0.07% | −200−11.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,489 | $222.0K | 0.03% | +1,489 | New |
| Wealth Management Associates, Inc. | 1,474 | $220.1K | 0.15% | −248−14.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,472 | $220.0K | 0.01% | −200−12.0% | Reduced |
| Patron Partners Advisors, LLC | 1,475 | $220.0K | 0.18% | −63−4.1% | Reduced |
| Trust Co of Virginia | 1,467 | $219.0K | 0.03% | +16+1.1% | Added |
| Legacy Financial Advisors, Inc. | 1,463 | $218.0K | 0.05% | +118+8.8% | Added |
| First Citizens Bank & Trust Co | 1,459 | $218.0K | 0.01% | +1,459 | New |
| HMS Capital Management, LLC | 1,453 | $217.0K | 0.13% | −92−6.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,436 | $215.0K | 0.06% | +180+14.3% | Added |
| PFS Partners, LLC | 1,434 | $214.1K | 0.23% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,436 | $214.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,429 | $213.0K | 0.01% | +1,429 | New |
| Spartan Planning & Wealth Management | 1,421 | $212.0K | 0.28% | −1,746−55.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,413 | $211.0K | 0.02% | −14−1.0% | Reduced |
| Smith, Salley & Associates | 1,411 | $211.0K | 0.02% | +11+0.8% | Added |
| Glenview Trust Co | 1,415 | $211.0K | 0.01% | +34+2.5% | Added |
| YHB Investment Advisors, Inc. | 1,407 | $210.0K | 0.02% | −67−4.5% | Reduced |
| Heron Financial Group, LLC | 1,409 | $210.0K | 0.13% | −35−2.4% | Reduced |
| Columbia Trust Co 01012016 | 1,408 | $210.0K | 0.12% | −15−1.1% | Reduced |
| Benjamin Edwards Inc | 1,399 | $209.0K | 0.06% | +107+8.3% | Added |
| Capital Wealth Planning, LLC | 1,400 | $209.0K | 0.00% | +1,400 | New |
| Redwood Investment Management, LLC | 1,396 | $208.0K | 0.04% | +1,396 | New |
| Heritage Wealth Management, LLC | 1,378 | $206.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,379 | $206.0K | 0.01% | +1,175+576.0% | Added |
| Klingenstein Fields & Co LP | 1,370 | $205.0K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,440 | $204.0K | 0.08% | −157−9.8% | Reduced |
| Sender Co & Partners, Inc. | 1,360 | $203.0K | 0.95% | +1,360 | New |
| Rice Hall James & Associates, LLC | 1,350 | $202.0K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $202.0K | 0.08% | 00.0% | Unchanged |
| Dempze Nancy E | 1,355 | $202.0K | 0.22% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,342 | $201.0K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,337 | $200.0K | 0.00% | +29+2.2% | Added |
| Farmers & Merchants Investments Inc | 1,338 | $200.0K | 0.01% | +60+4.7% | Added |
| QVR LLC | 1,330 | $199.0K | 0.18% | +681+104.9% | Added |
| MUFG Americas Holdings Corp | 1,324 | $198.0K | 0.00% | −265−16.7% | Reduced |
| FourThought Financial, LLC | 1,305 | $195.0K | 0.03% | +16+1.2% | Added |
| Alta Advisers Ltd | 1,300 | $194.0K | 0.12% | +1,300 | New |
| Independence Bank of Kentucky | 1,295 | $193.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,235 | $184.0K | 0.03% | +8+0.7% | Added |
| Hallmark Capital Management Inc | 1,198 | $179.0K | 0.02% | +1,198 | New |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $174.0K | 0.07% | 00.0% | Unchanged |
| Covington Capital Management | 1,144 | $171.0K | 0.01% | +55+5.1% | Added |
| Massmutual Trust Co FSB | 1,114 | $166.0K | 0.01% | +149+15.4% | Added |
| Paloma Partners Management Co | 1,103 | $165.0K | 0.03% | −419−27.5% | Reduced |
| Hexagon Capital Partners LLC | 1,103 | $165.0K | 0.05% | +122+12.4% | Added |
| TD Ameritrade Investment Management, LLC | 1,101 | $164.0K | 0.00% | −107−8.9% | Reduced |
| Garde Capital, Inc. | 1,070 | $160.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,068 | $159.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,035 | $154.5K | 0.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,016 | $152.0K | 0.00% | −51,765−98.1% | Reduced |
| Dougherty Wealth Advisers LLC | 986 | $147.0K | 0.29% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 976 | $146.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 937 | $140.0K | 0.01% | −29−3.0% | Reduced |
| Central Trust Co | 918 | $137.0K | 0.00% | −5−0.5% | Reduced |
| American Research & Management Co. | 916 | $137.0K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 915 | $137.0K | 0.13% | 00.0% | Unchanged |