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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 12,078 | $1.80M | 0.29% | −18−0.1% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $1.79M | 1.19% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11,973 | $1.79M | 0.93% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11,963 | $1.79M | 1.04% | +302+2.6% | Added |
| Diversified Trust Co | 11,747 | $1.75M | 0.08% | +1,457+14.2% | Added |
| WSFS Capital Management, LLC | 11,731 | $1.75M | 0.62% | −92−0.8% | Reduced |
| Icon Advisers Inc | 11,500 | $1.72M | 0.47% | −2,100−15.4% | Reduced |
| NewEdge Wealth, LLC | 11,419 | $1.71M | 0.08% | −3,609−24.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,267 | $1.68M | 0.63% | −201−1.8% | Reduced |
| Lincoln National Corp | 11,197 | $1.67M | 0.04% | +74+0.7% | Added |
| Buckingham Strategic Partners | 11,202 | $1.67M | 0.10% | +211+1.9% | Added |
| DuPont Capital Management Corp | 11,013 | $1.64M | 0.10% | −18,670−62.9% | Reduced |
| Heritage Trust Co | 10,922 | $1.63M | 0.29% | −11,175−50.6% | Reduced |
| Belpointe Asset Management LLC | 10,774 | $1.61M | 0.11% | +2,122+24.5% | Added |
| Mount Yale Investment Advisors, LLC | 10,581 | $1.58M | 0.21% | −685−6.1% | Reduced |
| Trexquant Investment LP | 10,581 | $1.58M | 0.06% | +10,581 | New |
| Lido Advisors, LLC | 10,560 | $1.58M | 0.03% | +3,985+60.6% | Added |
| Tealwood Asset Management Inc | 10,527 | $1.57M | 0.85% | −74−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,399 | $1.55M | 0.15% | −377−3.5% | Reduced |
| Hills Bank & Trust Co | 10,355 | $1.55M | 0.23% | +674+7.0% | Added |
| Redpoint Investment Management Pty Ltd | 10,287 | $1.54M | 0.23% | −2,229−17.8% | Reduced |
| Howland Capital Management LLC | 10,230 | $1.53M | 0.10% | +900+9.6% | Added |
| Fiduciary Trust Co | 10,220 | $1.53M | 0.03% | −1,405−12.1% | Reduced |
| Quantbot Technologies LP | 10,190 | $1.52M | 0.11% | −11,313−52.6% | Reduced |
| Red Cedar Investment Management, LLC | 10,158 | $1.52M | 0.26% | +2,266+28.7% | Added |
| Cary Street Partners Asset Management LLC | 10,039 | $1.50M | 0.36% | +19+0.2% | Added |
| Brighton Jones LLC | 10,033 | $1.50M | 0.09% | +3,915+64.0% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.49M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,978 | $1.49M | 0.11% | +1,406+16.4% | Added |
| Zions Bancorporation, N.A. | 9,869 | $1.47M | 0.15% | +125+1.3% | Added |
| Clifford Swan Investment Counsel LLC | 9,750 | $1.46M | 0.07% | −25−0.3% | Reduced |
| Greenleaf Trust | 9,690 | $1.45M | 0.02% | +1,304+15.5% | Added |
| Pearl River Capital, LLC | 9,688 | $1.45M | 0.27% | +9,688 | New |
| Walleye Capital LLC | 9,657 | $1.44M | 0.03% | +9,657 | New |
| Orion Portfolio Solutions, LLC | 9,608 | $1.43M | 0.06% | +2,504+35.2% | Added |
| CIBC World Markets Inc. | 9,603 | $1.43M | 0.01% | +7,987+494.2% | Added |
| Metis Global Partners, LLC | 9,600 | $1.43M | 0.23% | +965+11.2% | Added |
| Grimes & Company, Inc. | 9,551 | $1.43M | 0.07% | +37+0.4% | Added |
| Wolverine Trading, LLC | 9,444 | $1.42M | 0.05% | −494−5.0% | Reduced |
| Everence Capital Management Inc | 9,390 | $1.40M | 0.13% | −8,480−47.5% | Reduced |
| Chesley Taft & Associates LLC | 9,345 | $1.40M | 0.10% | 00.0% | Unchanged |
| Teza Capital Management LLC | 9,347 | $1.40M | 0.29% | +9,347 | New |
| Wealthcare Advisory Partners LLC | 9,316 | $1.39M | 0.08% | +745+8.7% | Added |
| Roosevelt Investment Group LLC | 9,279 | $1.39M | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,230 | $1.38M | 0.05% | −554−5.7% | Reduced |
| Mission Wealth Management, LP | 9,029 | $1.35M | 0.07% | −16−0.2% | Reduced |
| LMCG Investments, LLC | 8,976 | $1.34M | 0.10% | −1,145−11.3% | Reduced |
| Advisory Services Network, LLC | 8,974 | $1.34M | 0.05% | −201−2.2% | Reduced |
| Wimmer Associates 1, LLC | 8,286 | $1.34M | 0.89% | +100+1.2% | Added |
| Cetera Advisor Networks LLC | 8,924 | $1.33M | 0.02% | −253−2.8% | Reduced |
| Veriti Management LLC | 8,871 | $1.32M | 0.19% | +259+3.0% | Added |
| RMR Wealth Builders | 8,842 | $1.32M | 0.32% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 8,835 | $1.32M | 0.32% | +4,690+113.1% | Added |
| Pegasus Partners Ltd. | 8,692 | $1.30M | 0.27% | −108−1.2% | Reduced |
| LS Investment Advisors, LLC | 8,565 | $1.28M | 0.26% | 00.0% | Unchanged |
| Magnetar Financial LLC | 8,562 | $1.28M | 0.02% | +8,562 | New |
| Neville Rodie & Shaw Inc | 8,530 | $1.27M | 0.13% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,523 | $1.27M | 0.03% | +1,222+16.7% | Added |
| Bartlett & Co. LLC | 8,523 | $1.27M | 0.03% | +1,222+16.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,457 | $1.26M | 0.01% | +337+4.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,334 | $1.24M | 0.02% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 8,240 | $1.23M | 0.36% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 8,211 | $1.23M | 0.44% | +45+0.6% | Added |
| Capital Asset Advisory Services LLC | 8,158 | $1.22M | 0.16% | +234+3.0% | Added |
| Enterprise Bank & Trust Co | 8,138 | $1.22M | 0.63% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,131 | $1.21M | 0.04% | +816+11.2% | Added |
| Verition Fund Management LLC | 8,031 | $1.20M | 0.02% | +6,547+441.2% | Added |
| Summit Financial, LLC | 7,992 | $1.19M | 0.11% | +1,168+17.1% | Added |
| Evercore Wealth Management, LLC | 7,933 | $1.18M | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,853 | $1.17M | 0.07% | −407−4.9% | Reduced |
| Raymond James Trust N.A. | 7,799 | $1.17M | 0.04% | +757+10.7% | Added |
| PFG Advisors | 7,682 | $1.15M | 0.13% | +75+1.0% | Added |
| Banco Santander, S.A. | 7,652 | $1.14M | 0.02% | −268−3.4% | Reduced |
| Park Avenue Securities LLC | 7,629 | $1.14M | 0.02% | +484+6.8% | Added |
| HM Payson & Co | 7,596 | $1.13M | 0.03% | +92+1.2% | Added |
| Qtron Investments LLC | 7,568 | $1.13M | 0.28% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 7,496 | $1.12M | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 7,456 | $1.11M | 0.72% | +7,456 | New |
| TrinityPoint Wealth, LLC | 7,420 | $1.11M | 0.25% | −5−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 7,354 | $1.10M | 0.06% | +64+0.9% | Added |
| Smithfield Trust Co | 7,343 | $1.09M | 0.08% | +700+10.5% | Added |
| Wintrust Investments LLC | 7,264 | $1.08M | 0.14% | −96−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 7,233 | $1.08M | 0.12% | −121−1.6% | Reduced |
| TD Private Client Wealth LLC | 7,187 | $1.08M | 0.06% | −16−0.2% | Reduced |
| Toews Corp | 7,200 | $1.07M | 0.79% | −200−2.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,173 | $1.07M | 0.09% | +579+8.8% | Added |
| KCS Wealth Advisory | 7,158 | $1.07M | 0.49% | −5,850−45.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,131 | $1.06M | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 6,933 | $1.03M | 0.02% | −86−1.2% | Reduced |
| Quadrant Capital Group LLC | 6,830 | $1.02M | 0.13% | −332−4.6% | Reduced |
| United Bank | 6,805 | $1.02M | 0.68% | −884−11.5% | Reduced |
| Clearstead Advisors, LLC | 6,780 | $1.01M | 0.09% | +67+1.0% | Added |
| Quantamental Technologies LLC | 6,731 | $1.00M | 0.39% | +6,731 | New |
| Cresset Asset Management, LLC | 6,656 | $994.0K | 0.01% | −5,708−46.2% | Reduced |
| AXS Investments LLC | 6,654 | $993.0K | 0.39% | −36−0.5% | Reduced |
| Essex Investment Management Co LLC | 6,629 | $990.0K | 0.16% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,613 | $987.0K | 0.49% | +100+1.5% | Added |
| Pinnacle Associates Ltd | 6,592 | $984.0K | 0.02% | +869+15.2% | Added |
| Toroso Investments, LLC | 6,520 | $973.0K | 0.04% | +164+2.6% | Added |
| Edgemoor Investment Advisors, Inc. | 6,509 | $972.0K | 0.13% | −29−0.4% | Reduced |