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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 24,377 | $3.64M | 0.22% | −33,547−57.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,374 | $3.64M | 0.36% | +24,374 | New |
| Legacy Advisors, LLC | 24,024 | $3.59M | 0.79% | +2,493+11.6% | Added |
| Becker Capital Management Inc | 23,237 | $3.47M | 0.18% | −1,280−5.2% | Reduced |
| Bokf, NA | 23,181 | $3.46M | 0.07% | +1,953+9.2% | Added |
| Oak Ridge Investments LLC | 22,849 | $3.41M | 0.52% | −498−2.1% | Reduced |
| Lafayette Investments, Inc. | 22,760 | $3.40M | 1.05% | 00.0% | Unchanged |
| MU Investments Co., Ltd. | 22,530 | $3.39M | 4.71% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 22,424 | $3.35M | 0.15% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 22,015 | $3.29M | 0.03% | +11,525+109.9% | Added |
| Gamco Investors, Inc. Et Al | 21,766 | $3.25M | 0.04% | −48−0.2% | Reduced |
| Welch & Forbes LLC | 21,445 | $3.20M | 0.06% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 21,214 | $3.17M | 0.01% | +10,400+96.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,199 | $3.17M | 0.18% | −1,003−4.5% | Reduced |
| Ieq Capital, LLC | 20,842 | $3.11M | 0.09% | +5,310+34.2% | Added |
| Tredje AP-fonden | 20,641 | $3.08M | 0.06% | −41,283−66.7% | Reduced |
| Financial Engines Advisors L.L.C. | 20,549 | $3.07M | 0.01% | +5,149+33.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 19,744 | $3.07M | 0.21% | 00.0% | Unchanged |
| 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 |
| Parcion Private Wealth LLC | 20,132 | $3.01M | 0.34% | −100.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,026 | $2.99M | 0.17% | +3,384+20.3% | Added |
| RBF Capital, LLC | 20,000 | $2.99M | 0.26% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 19,742 | $2.95M | 0.18% | +11,323+134.5% | Added |
| Te Ahumairangi Investment Management Ltd | 19,689 | $2.94M | 0.50% | −3,720−15.9% | Reduced |
| Souders Financial Advisors | 19,676 | $2.94M | 0.80% | −1,707−8.0% | Reduced |
| Sumitomo Life Insurance Co | 19,635 | $2.93M | 0.12% | −1,524−7.2% | Reduced |
| 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 |
| United Services Automobile Association | 19,530 | $2.92M | 0.08% | +1,044+5.6% | Added |
| Accurate Wealth Management, LLC | 18,695 | $2.90M | 1.21% | +18,695 | New |
| Vectors Research Management, LLC | 19,374 | $2.89M | 0.82% | −3,964−17.0% | Reduced |
| Aquatic Capital Management LLC | 19,000 | $2.84M | 0.28% | +19,000 | New |
| Mechanics Bank Trust Department | 18,715 | $2.79M | 0.53% | −142−0.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 18,679 | $2.79M | 0.32% | −395−2.1% | Reduced |
| HNP Capital LLC | 18,614 | $2.78M | 0.80% | −3,657−16.4% | Reduced |
| Ritholtz Wealth Management | 18,554 | $2.77M | 0.15% | +14,857+401.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,535 | $2.77M | 0.07% | −3,934−17.5% | Reduced |
| LGT Group Foundation | 18,423 | $2.75M | 0.11% | −45−0.2% | Reduced |
| Phoenix Holdings Ltd. | 18,134 | $2.74M | 0.06% | +4,554+33.5% | Added |
| Squarepoint Ops LLC | 18,224 | $2.72M | 0.02% | +18,224 | New |
| Banque Cantonale Vaudoise | 18,161 | $2.71M | 0.15% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 17,940 | $2.68M | 0.28% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 17,883 | $2.67M | 0.25% | +735+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,804 | $2.66M | 0.13% | +4,801+36.9% | Added |
| Advisor Partners II, LLC | 17,800 | $2.66M | 0.20% | +17,800 | New |
| Allstate Corp | 17,482 | $2.61M | 0.08% | +2,424+16.1% | Added |
| Lindenwold Advisors | 17,209 | $2.57M | 1.90% | +255+1.5% | Added |
| Laurion Capital Management LP | 17,184 | $2.56M | 0.07% | +17,184 | New |
| Assenagon Asset Management S.A. | 17,030 | $2.54M | 0.01% | +8,148+91.7% | 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 |
| 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 |
| River Wealth Advisors LLC | 16,911 | $2.52M | 0.54% | −726−4.1% | Reduced |
| Kames Capital plc | 16,880 | $2.52M | 0.05% | −1,046−5.8% | Reduced |
| Mount Lucas Management LP | 16,826 | $2.51M | 0.87% | −355−2.1% | Reduced |
| Aigen Investment Management, LP | 16,742 | $2.50M | 0.36% | −8,068−32.5% | Reduced |
| CWM, LLC | 16,704 | $2.49M | 0.02% | +1,769+11.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,636 | $2.48M | 1.42% | −358−2.1% | Reduced |
| South Dakota Investment Council | 16,592 | $2.48M | 0.06% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16,514 | $2.46M | 0.81% | −132−0.8% | Reduced |
| Ergoteles LLC | 16,368 | $2.44M | 0.09% | +16,368 | New |
| Cary Street Partner Investment Advisory LLC | 16,137 | $2.41M | 0.20% | +100+0.6% | Added |
| Freestone Capital Holdings, LLC | 16,049 | $2.40M | 0.11% | −2,186−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 15,348 | $2.38M | 0.04% | +479+3.2% | 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 |
| Jump Financial, LLC | 15,883 | $2.37M | 0.09% | +14,577+1,116.2% | Added |
| Sowell Financial Services LLC | 15,262 | $2.28M | 0.23% | +1,144+8.1% | Added |
| Logan Capital Management Inc | 15,086 | $2.25M | 0.13% | −18−0.1% | Reduced |
| Federated Hermes, Inc. | 14,756 | $2.20M | 0.01% | +2,643+21.8% | Added |
| Private Advisor Group, LLC | 14,748 | $2.20M | 0.03% | −17,614−54.4% | Reduced |
| Occidental Asset Management, LLC | 14,539 | $2.17M | 0.65% | +421+3.0% | Added |
| FORA Capital, LLC | 14,340 | $2.14M | 0.41% | +4,714+49.0% | Added |
| CX Institutional | 14,188 | $2.12M | 0.15% | +388+2.8% | Added |
| Jefferies Group LLC | 14,000 | $2.09M | 0.06% | +14,000 | New |
| Balentine LLC | 13,954 | $2.08M | 0.08% | +1,563+12.6% | Added |
| Pitcairn Co | 13,900 | $2.08M | 0.23% | −35−0.3% | Reduced |
| Horizon Investments, LLC | 13,871 | $2.06M | 0.06% | +9,752+236.8% | Added |
| Beacon Pointe Advisors, LLC | 13,796 | $2.06M | 0.05% | +650+4.9% | Added |
| Baader Bank INC | 13,768 | $2.06M | 0.18% | +6,424+87.5% | Added |
| Argent Trust Co | 13,597 | $2.03M | 0.15% | +82+0.6% | Added |
| Miracle Mile Advisors, LLC | 13,380 | $2.00M | 0.09% | +64+0.5% | Added |
| Snowden Capital Advisors LLC | 13,364 | $2.00M | 0.09% | +136+1.0% | Added |
| Sawtooth Solutions, LLC | 13,333 | $1.99M | 0.29% | +1,568+13.3% | Added |
| Ascent Group, LLC | 12,314 | $1.99M | 0.24% | +1,651+15.5% | Added |
| United Capital Financial Advisers, LLC | 13,314 | $1.99M | 0.01% | −16−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 13,238 | $1.98M | 0.22% | +188+1.4% | Added |
| Heritage Wealth Advisors | 12,914 | $1.93M | 0.14% | 00.0% | Unchanged |
| Regions Financial Corp | 12,844 | $1.92M | 0.02% | −417−3.1% | Reduced |
| EHP Funds Inc. | 12,780 | $1.91M | 0.42% | +1,080+9.2% | Added |
| Jupiter Asset Management Ltd | 12,767 | $1.91M | 0.03% | +12,767 | New |
| Pensionfund Sabic | 12,700 | $1.90M | 0.67% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 12,663 | $1.89M | 0.92% | +1,178+10.3% | Added |
| GWM Advisors LLC | 12,624 | $1.88M | 0.03% | −50.0% | Reduced |
| Strategic Investment Advisors | 12,354 | $1.84M | 0.42% | +549+4.7% | Added |
| Empirical Finance, LLC | 12,302 | $1.84M | 0.22% | +2,006+19.5% | Added |
| First National Trust Co | 12,273 | $1.83M | 0.11% | +103+0.8% | Added |
| Venture Visionary Partners LLC | 12,147 | $1.81M | 0.15% | +95+0.8% | Added |