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 |
|---|---|---|---|---|---|
| Waypoint Capital Advisors, LLC | 3,914 | $584.0K | 0.25% | −10.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,874 | $578.0K | 0.06% | +177+4.8% | Added |
| Advisors Preferred, LLC | 3,710 | $575.0K | 0.73% | −578−13.5% | Reduced |
| Caldwell Trust Co | 3,844 | $573.9K | 0.09% | +224+6.2% | Added |
| Dakota Wealth Management | 3,837 | $573.0K | 0.05% | +294+8.3% | Added |
| Thrive Wealth Management, LLC | 3,818 | $570.0K | 0.20% | +484+14.5% | Added |
| Schechter Investment Advisors, LLC | 3,803 | $568.0K | 0.06% | −596−13.5% | Reduced |
| KB Financial Partners, LLC | 3,793 | $566.0K | 0.20% | +487+14.7% | Added |
| Hutchinson Capital Management | 3,786 | $565.0K | 0.15% | +10.0% | Added |
| American Portfolios Advisors | 3,778 | $564.1K | 0.02% | −21−0.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,770 | $563.0K | 0.07% | +190+5.3% | Added |
| Machina Capital S.A.S. | 3,751 | $560.0K | 1.19% | −58−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 3,749 | $560.0K | 0.04% | −6−0.2% | Reduced |
| Stiles Financial Services Inc | 3,743 | $559.0K | 0.34% | −197−5.0% | Reduced |
| Boston Financial Mangement LLC | 3,682 | $550.0K | 0.02% | +4+0.1% | Added |
| Gofen & Glossberg LLC | 3,683 | $550.0K | 0.02% | +55+1.5% | Added |
| Archvest Wealth Advisors, Inc. | 3,659 | $546.0K | 0.56% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,621 | $541.0K | 0.01% | +682+23.2% | Added |
| Personal Capital Advisors Corp | 3,595 | $537.0K | 0.00% | −23−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,586 | $535.0K | 0.08% | +26+0.7% | Added |
| Ballentine Partners, LLC | 3,583 | $535.0K | 0.02% | +790+28.3% | Added |
| Fox Run Management, L.L.C. | 3,558 | $531.0K | 0.21% | +3,558 | New |
| Buckingham Strategic Wealth, LLC | 3,529 | $527.0K | 0.01% | +27+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 3,533 | $527.0K | 0.01% | +293+9.0% | Added |
| Noesis Capital Mangement Corp | 3,500 | $523.0K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $523.0K | 0.28% | 00.0% | Unchanged |
| James Hambro & Partners | 3,490 | $521.0K | 0.05% | −4,486−56.2% | Reduced |
| Henshaw Capital LLC | 3,466 | $517.4K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,443 | $514.0K | 0.02% | +22+0.6% | Added |
| Gyroscope Capital Management Group, LLC | 3,411 | $509.0K | 0.20% | −93−2.7% | Reduced |
| Prelude Capital Management, LLC | 3,393 | $507.0K | 0.03% | +3,393 | New |
| Ellevest, Inc. | 3,392 | $506.0K | 0.05% | −213−5.9% | Reduced |
| Sentry Investment Management LLC | 3,377 | $504.0K | 0.24% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,354 | $501.0K | 0.21% | 00.0% | Unchanged |
| Domani Wealth, LLC | 3,340 | $499.0K | 0.15% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 3,328 | $497.0K | 0.05% | +3,114+1,455.1% | Added |
| Fukoku Mutual Life Insurance Co | 3,319 | $495.0K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,302 | $493.0K | 0.01% | −1,443−30.4% | Reduced |
| Moors & Cabot, Inc. | 3,268 | $488.0K | 0.04% | +60+1.9% | Added |
| Personal Cfo Solutions, LLC | 3,261 | $487.0K | 0.12% | +22+0.7% | Added |
| Abbrea Capital, LLC | 3,257 | $486.0K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $485.0K | 0.10% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $484.0K | 0.11% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 3,239 | $484.0K | 0.10% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,229 | $482.0K | 0.16% | −166−4.9% | Reduced |
| Duncker Streett & Co Inc | 3,200 | $478.0K | 0.12% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,190 | $476.0K | 0.18% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,191 | $476.0K | 0.15% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,180 | $475.0K | 0.27% | +90+2.9% | Added |
| Procyon Private Wealth Partners, LLC | 3,163 | $472.0K | 0.12% | +131+4.3% | Added |
| National Asset Management, Inc. | 3,154 | $471.0K | 0.01% | +786+33.2% | Added |
| Bill Few Associates, Inc. | 3,150 | $470.0K | 0.32% | −60−1.9% | Reduced |
| Leavell Investment Management, Inc. | 3,150 | $470.0K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 3,112 | $465.0K | 0.04% | −8,923−74.1% | Reduced |
| Waller Financial Planning Group, Inc | 3,102 | $463.0K | 0.14% | +11+0.4% | Added |
| Defined Wealth Management, LLC | 3,095 | $462.0K | 0.50% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,077 | $459.0K | 0.11% | 00.0% | Unchanged |
| Ruffer LLP | 2,900 | $456.0K | 0.03% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,026 | $452.0K | 0.03% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,924 | $450.0K | 0.12% | +63+2.2% | Added |
| Montag A & Associates Inc | 3,002 | $448.0K | 0.03% | −134−4.3% | Reduced |
| Perigon Wealth Management, LLC | 3,000 | $448.0K | 0.04% | +426+16.6% | Added |
| Boulder Hill Capital Management LP | 3,000 | $448.0K | 0.34% | +3,000 | New |
| Strategic Blueprint, LLC | 2,993 | $447.0K | 0.06% | −95−3.1% | Reduced |
| BSW Wealth Partners | 2,981 | $445.0K | 0.11% | +8+0.3% | Added |
| Graypoint LLC | 2,969 | $443.0K | 0.06% | +492+19.9% | Added |
| NorthRock Partners, LLC | 2,967 | $443.0K | 0.05% | +530+21.7% | Added |
| Bryn Mawr Trust Co | 2,943 | $439.0K | 0.02% | −300−9.3% | Reduced |
| Wealthsource Partners, LLC | 2,938 | $439.0K | 0.03% | +774+35.8% | Added |
| Trust Co of Toledo NA | 2,934 | $438.0K | 0.09% | −4,500−60.5% | Reduced |
| X-Square Capital, LLC | 2,927 | $437.0K | 0.28% | +23+0.8% | Added |
| AdvisorNet Financial, Inc | 2,924 | $437.0K | 0.04% | +1,067+57.5% | Added |
| Fulton Breakefield Broenniman LLC | 2,911 | $435.0K | 0.04% | −92−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,911 | $435.0K | 0.01% | +148+5.4% | Added |
| Forum Financial Management, LP | 2,899 | $433.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,877 | $430.0K | 0.01% | −522−15.4% | Reduced |
| NBT Bank N A | 2,877 | $430.0K | 0.07% | −56−1.9% | Reduced |
| Csenge Advisory Group | 2,865 | $428.0K | 0.04% | −1,570−35.4% | Reduced |
| Strid Group, LLC | 2,864 | $428.0K | 0.11% | 00.0% | Unchanged |
| Dodge & Cox | 2,860 | $427.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,859 | $427.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,817 | $427.0K | 0.08% | +107+3.9% | Added |
| Geller Advisors LLC | 2,833 | $423.0K | 0.09% | +466+19.7% | Added |
| Legacy Wealth Asset Management, LLC | 2,819 | $421.0K | 0.18% | +2,819 | New |
| Stockman Wealth Management, Inc. | 2,791 | $417.0K | 0.11% | +6+0.2% | Added |
| Buckley Wealth Management, LLC | 2,787 | $416.0K | 0.15% | −709−20.3% | Reduced |
| Israel Discount Bank of New York | 2,783 | $415.0K | 0.34% | −49−1.7% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $409.0K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,727 | $407.0K | 0.07% | +7+0.3% | Added |
| Fulton Bank, N.A. | 2,719 | $406.0K | 0.02% | +258+10.5% | Added |
| IFP Advisors, Inc | 4,908 | $404.0K | 0.01% | +592+13.7% | Added |
| Sutton Wealth Advisors Inc. | 2,701 | $403.2K | 0.16% | +39+1.5% | Added |
| Tower Bridge Advisors | 2,700 | $403.1K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,690 | $402.0K | 0.05% | −368−12.0% | Reduced |
| Boothbay Fund Management, LLC | 2,679 | $400.0K | 0.01% | +2,679 | New |
| ASB Consultores, LLC | 2,666 | $398.0K | 0.19% | −410−13.3% | Reduced |
| Zeke Capital Advisors, LLC | 2,648 | $396.0K | 0.03% | +606+29.7% | Added |
| Capital Advisors Inc | 2,600 | $395.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,634 | $394.0K | 0.07% | +350+15.3% | Added |
| Waldron Private Wealth LLC | 2,644 | $394.0K | 0.02% | +1,313+98.6% | Added |