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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 900 | $134.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 897 | $134.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 885 | $132.0K | 0.15% | +885 | New |
| Washington Trust Advisors, Inc. | 856 | $128.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 785 | $122.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 815 | $121.7K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 807 | $120.0K | 0.04% | +81+11.2% | Added |
| Bourgeon Capital Management LLC | 765 | $114.0K | 0.03% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 755 | $111.0K | 0.22% | +755 | New |
| High Net Worth Advisory Group LLC | 714 | $107.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 711 | $106.0K | 0.01% | −2,700−79.2% | Reduced |
| TSFG, LLC | 689 | $103.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 682 | $102.0K | 0.00% | −520−43.3% | Reduced |
| Vestor Capital, LLC | 684 | $102.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 675 | $101.0K | 0.02% | +57+9.2% | Added |
| CVA Family Office, LLC | 670 | $100.0K | 0.03% | +25+3.9% | Added |
| Bogart Wealth, LLC | 666 | $99.0K | 0.01% | +40+6.4% | Added |
| MCF Advisors LLC | 658 | $98.0K | 0.01% | 00.0% | Unchanged |
| De Burlo Group Inc | 600 | $89.6K | 0.02% | +600 | New |
| Lindbrook Capital, LLC | 594 | $89.0K | 0.02% | +184+44.9% | Added |
| Tradition Wealth Management, LLC | 596 | $89.0K | 0.01% | +596 | New |
| Rosenberg Matthew Hamilton | 589 | $88.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 535 | $80.0K | 0.01% | −8−1.5% | Reduced |
| Tyler-Stone Wealth Management | 535 | $80.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 515 | $77.0K | 0.02% | +21+4.3% | Added |
| Investors Asset Management of Georgia Inc | 500 | $75.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $75.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 503 | $75.0K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $74.0K | 0.00% | +104+26.3% | Added |
| Virtus Investment Advisers, Inc. | 499 | $74.0K | 0.03% | +499 | New |
| Eagle Bay Advisors LLC | 483 | $72.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 484 | $72.0K | 0.01% | +46+10.5% | Added |
| Addison Advisors LLC | 454 | $68.0K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $67.0K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 444 | $66.3K | 0.02% | +19+4.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 443 | $66.0K | 0.03% | +1+0.2% | Added |
| Covestor Ltd | 413 | $62.0K | 0.05% | −499−54.7% | Reduced |
| Fred Alger Management, LLC | 406 | $61.0K | 0.00% | −426−51.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 413 | $61.0K | 0.01% | +1+0.2% | Added |
| Bangor Savings Bank | 404 | $60.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 406 | $60.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 396 | $59.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 378 | $56.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 366 | $55.0K | 0.01% | +64+21.2% | Added |
| TCI Wealth Advisors, Inc. | 360 | $54.0K | 0.01% | −12−3.2% | Reduced |
| Kozak & Associates, Inc. | 354 | $54.0K | 0.03% | +2+0.6% | Added |
| Hanson & Doremus Investment Management | 362 | $54.0K | 0.01% | +113+45.4% | Added |
| Silvant Capital Management LLC | 358 | $53.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 354 | $53.0K | 0.01% | +54+18.0% | Added |
| Perkins Coie Trust Co | 341 | $51.0K | 0.02% | −53−13.5% | Reduced |
| Core Alternative Capital | 342 | $51.0K | 0.01% | +20+6.2% | Added |
| Geneos Wealth Management Inc. | 329 | $49.0K | 0.00% | −473−59.0% | Reduced |
| McClarren Financial Advisors, Inc. | 328 | $48.0K | 0.05% | +328 | New |
| Beacon Capital Management, LLC | 300 | $47.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $46.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 311 | $46.0K | 0.01% | +311 | New |
| Sandy Spring Bank | 300 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 303 | $45.0K | 0.01% | −2−0.7% | Reduced |
| Johnson Financial Group, Inc. | 280 | $45.0K | 0.00% | +2+0.7% | Added |
| Ancora Advisors, LLC | 297 | $44.0K | 0.00% | −179−37.6% | Reduced |
| Mascoma Wealth Management LLC | 295 | $44.0K | 0.02% | −3−1.0% | Reduced |
| Almanack Investment Partners, LLC. | 290 | $43.0K | 0.01% | +290 | New |
| MV Capital Management, Inc. | 283 | $42.0K | 0.01% | +63+28.6% | Added |
| Allworth Financial LP | 256 | $38.0K | 0.00% | +17+7.1% | Added |
| Country Trust Bank | 243 | $36.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 238 | $36.0K | 0.01% | −6−2.5% | Reduced |
| Bell Investment Advisors, Inc | 240 | $36.0K | 0.01% | +46+23.7% | Added |
| FinTrust Capital Advisors, LLC | 221 | $35.0K | 0.01% | +31+16.3% | Added |
| Piscataqua Savings Bank | 229 | $34.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 220 | $33.0K | 0.00% | −340−60.7% | Reduced |
| Earnest Partners LLC | 220 | $33.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 214 | $32.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 208 | $31.0K | 0.01% | −2−1.0% | Reduced |
| Sageworth Trust Co | 208 | $31.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 205 | $31.0K | 0.02% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 207 | $31.0K | 0.00% | +207 | New |
| Altshuler Shaham Ltd | 197 | $30.0K | 0.00% | +26+15.2% | Added |
| Sound Income Strategies, LLC | 197 | $29.0K | 0.00% | −3−1.5% | Reduced |
| State of Wyoming | 193 | $29.0K | 0.01% | +96+99.0% | Added |
| First Financial Corp | 190 | $28.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 184 | $28.0K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 189 | $28.0K | 0.00% | +12+6.8% | Added |
| Atlas Capital Advisors LLC | 185 | $27.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 175 | $27.1K | 0.02% | +175 | New |
| Atticus Wealth Management, LLC | 173 | $27.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 167 | $25.0K | 0.00% | −56−25.1% | Reduced |
| Larson Financial Group LLC | 165 | $25.0K | 0.00% | +95+135.7% | Added |
| Canton Hathaway, LLC | 164 | $24.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 151 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 154 | $23.0K | 0.00% | +135+710.5% | Added |
| Delos Wealth Advisors, LLC | 147 | $22.0K | 0.03% | +4+2.8% | Added |
| American National Bank | 150 | $22.0K | 0.01% | +20+15.4% | Added |
| JFS Wealth Advisors, LLC | 147 | $22.0K | 0.00% | +36+32.4% | Added |
| Pacific Center for Financial Services | 136 | $20.0K | 0.01% | −8−5.6% | Reduced |
| Capital Analysts, LLC | 133 | $20.0K | 0.00% | +16+13.7% | Added |
| JJJ Advisors Inc. | 133 | $20.0K | 0.01% | +29+27.9% | Added |
| FNY Investment Advisers, LLC | 140 | $20.0K | 0.01% | +42+42.9% | Added |
| Credential Qtrade Securities Inc. | 121 | $18.1K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 114 | $17.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 116 | $17.0K | 0.00% | +13+12.6% | Added |