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 |
|---|---|---|---|---|---|
| CTC Capital Management, LLC | 6,500 | $970.0K | 0.80% | +6,500 | New |
| Ameritas Investment Partners, Inc. | 6,492 | $968.0K | 0.04% | −139−2.1% | Reduced |
| MAI Capital Management | 6,486 | $968.0K | 0.02% | +3,045+88.5% | Added |
| Inverness Counsel LLC | 6,453 | $963.0K | 0.05% | +515+8.7% | Added |
| Canandaigua National Corp | 6,442 | $962.0K | 0.17% | −330−4.9% | Reduced |
| Citizens & Northern Corp | 6,442 | $962.0K | 0.45% | +15+0.2% | Added |
| Aries Wealth Management | 5,911 | $955.0K | 0.42% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,386 | $953.0K | 0.02% | +6,386 | New |
| EverSource Wealth Advisors, LLC | 6,255 | $934.0K | 0.21% | −907−12.7% | Reduced |
| Gries Financial LLC | 6,210 | $927.0K | 0.39% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 6,196 | $925.0K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 6,189 | $924.0K | 0.06% | −5,355−46.4% | Reduced |
| Hantz Financial Services, Inc. | 6,157 | $919.0K | 0.03% | +118+2.0% | Added |
| Cigna Investments Inc | 6,145 | $917.0K | 0.20% | −314−4.9% | Reduced |
| Boyd Watterson Asset Management LLC | 6,145 | $917.0K | 0.42% | −70−1.1% | Reduced |
| Dowling & Yahnke LLC | 6,089 | $909.0K | 0.04% | +633+11.6% | Added |
| SkyView Investment Advisors, LLC | 5,944 | $888.0K | 0.26% | −212−3.4% | Reduced |
| West Paces Advisors Inc. | 5,935 | $886.0K | 0.31% | −237−3.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,923 | $884.0K | 1.03% | +5,923 | New |
| Ferguson Wellman Capital Management, Inc | 5,914 | $883.0K | 0.03% | −180−3.0% | Reduced |
| Missouri Trust & Investment Co | 5,898 | $881.0K | 0.58% | −227−3.7% | Reduced |
| Shelton Capital Management | 5,858 | $875.0K | 0.04% | −57−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 5,846 | $873.0K | 0.04% | +522+9.8% | Added |
| Element Capital Management LLC | 5,841 | $872.0K | 0.42% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,836 | $871.0K | 0.06% | −198−3.3% | Reduced |
| Charter Trust Co | 5,821 | $869.0K | 0.07% | −301−4.9% | Reduced |
| Wealth Alliance | 5,812 | $868.0K | 0.17% | +74+1.3% | Added |
| Clarius Group, LLC | 5,809 | $867.0K | 0.09% | −50−0.9% | Reduced |
| Boltwood Capital Management | 5,787 | $864.0K | 0.40% | +12+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 5,711 | $852.0K | 0.38% | −14−0.2% | Reduced |
| Venturi Wealth Management, LLC | 5,693 | $850.0K | 0.08% | −128−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 5,678 | $848.0K | 0.07% | +218+4.0% | Added |
| Trust Asset Management LLC | 5,666 | $846.0K | 0.12% | +376+7.1% | Added |
| SFMG, LLC | 5,566 | $846.0K | 0.10% | +672+13.7% | Added |
| Allred Capital Management, LLC | 5,661 | $845.0K | 0.53% | +4+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,648 | $843.0K | 0.64% | +5,648 | New |
| CAPROCK Group, Inc. | 5,623 | $840.0K | 0.08% | −392−6.5% | Reduced |
| Capital Investment Advisors, LLC | 5,619 | $839.0K | 0.03% | −94−1.6% | Reduced |
| Ashfield Capital Partners, LLC | 5,622 | $839.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,579 | $833.0K | 0.04% | +352+6.7% | Added |
| Profund Advisors LLC | 5,572 | $832.0K | 0.06% | +129+2.4% | Added |
| Annex Advisory Services, LLC | 5,556 | $830.0K | 0.06% | −589−9.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,552 | $829.0K | 0.02% | +5,552 | New |
| Heartland Bank & Trust Co | 5,480 | $818.0K | 0.78% | −150−2.7% | Reduced |
| 55I, LLC | 5,415 | $809.0K | 0.02% | +3,625+202.5% | Added |
| Resources Investment Advisors, LLC. | 5,412 | $808.0K | 0.03% | −948−14.9% | Reduced |
| Deseret Mutual Benefit Administrators | 5,389 | $805.0K | 0.23% | −1,318−19.7% | Reduced |
| Norway Savings Bank | 5,347 | $798.0K | 0.44% | −100−1.8% | Reduced |
| Ironwood Investment Counsel, LLC | 5,290 | $789.0K | 0.23% | +377+7.7% | Added |
| Murphy Pohlad Asset Management LLC | 5,285 | $788.0K | 0.36% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,253 | $784.0K | 0.02% | −828−13.6% | Reduced |
| Regents of the University of California | 5,200 | $776.0K | 0.16% | 00.0% | Unchanged |
| Prospector Partners LLC | 5,200 | $776.0K | 0.12% | +1,600+44.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $775.0K | 0.54% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,189 | $775.0K | 0.01% | +64+1.2% | Added |
| Marshall Financial Group LLC | 5,180 | $773.0K | 0.33% | +31+0.6% | Added |
| Symmetry Partners, LLC | 5,160 | $770.0K | 0.05% | +492+10.5% | Added |
| Meiji Yasuda Life Insurance Co | 5,135 | $767.0K | 0.02% | −328−6.0% | Reduced |
| Ossiam | 5,030 | $751.0K | 0.02% | −74,943−93.7% | Reduced |
| DF Dent & Co Inc | 4,856 | $725.0K | 0.01% | +1,438+42.1% | Added |
| Fund Management at Engine No. 1 LLC | 4,798 | $716.0K | 0.21% | −270−5.3% | Reduced |
| JGP Wealth Management, LLC | 4,678 | $712.0K | 0.15% | −110−2.3% | Reduced |
| Oppenheimer & Co Inc | 4,763 | $711.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,738 | $707.0K | 0.13% | −16−0.3% | Reduced |
| King Luther Capital Management Corp | 4,719 | $704.0K | 0.00% | +433+10.1% | Added |
| Conning Inc. | 4,709 | $703.0K | 0.02% | −375−7.4% | Reduced |
| Donaldson Capital Management, LLC | 4,671 | $697.0K | 0.04% | +34+0.7% | Added |
| Proequities, Inc. | 4,666 | $697.0K | 0.07% | +209+4.7% | Added |
| Stokes Family Office, LLC | 4,671 | $697.0K | 0.10% | +356+8.3% | Added |
| XTX Topco Ltd | 4,631 | $691.0K | 0.17% | +4,631 | New |
| Seeyond | 4,603 | $687.0K | 0.08% | −2,436−34.6% | Reduced |
| HB Wealth Management, LLC | 4,541 | $678.0K | 0.01% | +838+22.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,497 | $671.0K | 0.11% | +1,069+31.2% | Added |
| Wedmont Private Capital | 4,447 | $664.0K | 0.13% | +570+14.7% | Added |
| Amplius Wealth Advisors, LLC | 4,416 | $659.0K | 0.12% | −22−0.5% | Reduced |
| Banque Pictet & Cie SA | 4,402 | $657.2K | 0.01% | +4,402 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,401 | $657.0K | 0.04% | −1,061−19.4% | Reduced |
| West Family Investments, Inc. | 4,331 | $647.0K | 0.28% | −167−3.7% | Reduced |
| Strategy Asset Managers LLC | 4,336 | $647.0K | 0.18% | +4,336 | New |
| Virtus ETF Advisers LLC | 4,298 | $642.0K | 0.26% | +85+2.0% | Added |
| Two Sigma Advisers, LP | 4,300 | $642.0K | 0.00% | +4,300 | New |
| Global Retirement Partners, LLC | 3,938 | $636.0K | 0.05% | +65+1.7% | Added |
| First Manhattan Co | 4,253 | $635.0K | 0.00% | +75+1.8% | Added |
| Desjardins Global Asset Management Inc. | 4,235 | $632.0K | 0.08% | +38+0.9% | Added |
| Williams Jones Wealth Management, LLC. | 4,224 | $631.0K | 0.01% | −51−1.2% | Reduced |
| AIA Group Ltd | 4,196 | $626.0K | 0.04% | −2,586−38.1% | Reduced |
| Nicolet Bankshares Inc | 4,180 | $624.0K | 0.18% | +122+3.0% | Added |
| Wipfli Financial Advisors LLC, | 4,133 | $617.0K | 0.04% | +4,133 | New |
| VeraBank, N.A. | 4,101 | $612.0K | 0.39% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,043 | $604.0K | 0.01% | +93+2.4% | Added |
| Financial Counselors Inc | 4,037 | $603.0K | 0.01% | −16−0.4% | Reduced |
| Kenfarb & Co. | 4,035 | $602.0K | 0.57% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,028 | $601.0K | 0.07% | −53−1.3% | Reduced |
| Arden Trust Co | 4,018 | $600.0K | 0.15% | −137−3.3% | Reduced |
| We Are One Seven, LLC | 4,023 | $600.0K | 0.06% | +346+9.4% | Added |
| Maven Securities LTD | 4,000 | $597.0K | 0.03% | +4,000 | New |
| Hilltop Holdings Inc. | 3,947 | $590.0K | 0.08% | −5−0.1% | Reduced |
| Alpha DNA Investment Management LLC | 3,956 | $590.0K | 0.51% | +3,956 | New |
| McAdam, LLC | 3,939 | $588.0K | 0.06% | +23+0.6% | Added |
| Matthew Goff Investment Advisor, LLC | 3,940 | $588.0K | 0.17% | +49+1.3% | Added |