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 |
|---|---|---|---|---|---|
| Boston Research & Management Inc | 2,620 | $391.0K | 0.13% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,601 | $388.0K | 0.07% | +184+7.6% | Added |
| Cetera Advisors LLC | 2,589 | $387.0K | 0.01% | +327+14.5% | Added |
| Tobam | 2,585 | $386.0K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,581 | $385.0K | 0.08% | −667−20.5% | Reduced |
| EagleClaw Capital Managment, LLC | 2,563 | $383.0K | 0.11% | −250−8.9% | Reduced |
| Northeast Financial Consultants Inc | 2,560 | $382.0K | 0.03% | +1,050+69.5% | Added |
| Mirova | 2,554 | $381.0K | 0.06% | −5,871−69.7% | Reduced |
| Atlas Private Wealth Management | 2,551 | $381.0K | 0.28% | +328+14.8% | Added |
| Vident Investment Advisory, LLC | 4,522 | $380.0K | 0.01% | +451+11.1% | Added |
| SRB Corp | 2,532 | $378.0K | 0.03% | −7,389−74.5% | Reduced |
| DSM Capital Partners LLC | 2,530 | $378.0K | 0.01% | −750−22.9% | Reduced |
| BerganKDV Wealth Management, LLC | 2,529 | $377.0K | 0.05% | +1,582+167.1% | Added |
| Stratos Wealth Advisors, LLC | 2,508 | $375.0K | 0.04% | −373−12.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,475 | $370.0K | 0.03% | −352−12.5% | Reduced |
| Essex Financial Services, Inc. | 2,481 | $370.0K | 0.04% | +647+35.3% | Added |
| Glassman Wealth Services | 2,457 | $367.0K | 0.08% | +137+5.9% | Added |
| ARS Investment Partners, LLC | 2,453 | $366.0K | 0.05% | −137−5.3% | Reduced |
| SOL Capital Management CO | 2,445 | $365.0K | 0.08% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,439 | $364.0K | 0.08% | +58+2.4% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $364.0K | 0.32% | 00.0% | Unchanged |
| Stephens Inc | 2,431 | $363.0K | 0.01% | −30−1.2% | Reduced |
| Eqis Capital Management, Inc. | 2,420 | $361.4K | 0.04% | −105−4.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,420 | $361.0K | 0.15% | +20+0.8% | Added |
| Penserra Capital Management LLC | 2,413 | $360.0K | 0.01% | +62+2.6% | Added |
| Hall Laurie J Trustee | 2,390 | $356.0K | 0.18% | −100−4.0% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $352.0K | 0.23% | 00.0% | Unchanged |
| Millennium Management LLC | 2,350 | $351.0K | 0.00% | −102,487−97.8% | Reduced |
| Bank of Nova Scotia Trust Co | 2,338 | $349.0K | 0.04% | +90+4.0% | Added |
| Cahaba Wealth Management, Inc. | 2,328 | $347.0K | 0.05% | −91−3.8% | Reduced |
| Gilbert & Cook, Inc. | 2,180 | $347.0K | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,320 | $346.0K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2,313 | $345.0K | 0.03% | +94+4.2% | Added |
| Lantz Financial LLC | 2,292 | $342.0K | 0.18% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,290 | $342.0K | 0.90% | +2,290 | New |
| Sigma Planning Corp | 2,275 | $340.0K | 0.01% | +4+0.2% | Added |
| Vise Technologies, Inc. | 2,279 | $340.0K | 0.13% | +163+7.7% | Added |
| DFPG Investments, LLC | 2,192 | $340.0K | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,274 | $339.0K | 0.01% | −190−7.7% | Reduced |
| Bellwether Advisors, LLC | 2,268 | $338.0K | 0.11% | −758−25.0% | Reduced |
| Pointe Capital Management LLC | 2,264 | $338.0K | 0.27% | +31+1.4% | Added |
| Blueprint Investment Partners LLC | 2,238 | $334.0K | 0.09% | −2,200−49.6% | Reduced |
| Davis R M Inc | 2,228 | $333.0K | 0.01% | +2,228 | New |
| Balasa Dinverno & Foltz LLC | 2,189 | $327.0K | 0.02% | −12−0.5% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,190 | $327.0K | 0.14% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,186 | $326.0K | 0.23% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,184 | $326.0K | 0.01% | +2,184 | New |
| Rockland Trust Co | 2,164 | $323.0K | 0.02% | −422−16.3% | Reduced |
| Inscription Capital, LLC | 2,155 | $322.0K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,155 | $322.0K | 0.01% | +2,155 | New |
| Carolinas Wealth Consulting LLC | 2,142 | $320.0K | 0.08% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,105 | $314.0K | 0.08% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,091 | $312.0K | 0.09% | +785+60.1% | Added |
| First Foundation Advisors | 2,083 | $311.0K | 0.02% | +2,083 | New |
| Alera Investment Advisors, LLC | 2,051 | $306.0K | 0.09% | +35+1.7% | Added |
| Meridian Wealth Advisors, LLC | 2,028 | $303.0K | 0.09% | −21−1.0% | Reduced |
| Willow Creek Wealth Management Inc. | 2,029 | $303.0K | 0.06% | 00.0% | Unchanged |
| Surevest, LLC | 2,014 | $301.0K | 0.08% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 2,013 | $301.0K | 0.29% | +37+1.9% | Added |
| Wallace Capital Management Inc. | 2,010 | $300.0K | 0.05% | −433−17.7% | Reduced |
| Westover Capital Advisors, LLC | 2,010 | $300.0K | 0.11% | −60−2.9% | Reduced |
| Chilton Investment Co LLC | 2,008 | $300.0K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,009 | $300.0K | 0.07% | +6+0.3% | Added |
| Cedar Brook Financial Partners, LLC | 2,006 | $299.5K | 0.10% | +13+0.7% | Added |
| Hunter Associates Investment Management LLC | 2,000 | $299.0K | 0.08% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,000 | $299.0K | 0.39% | +600+42.9% | Added |
| S&CO Inc | 2,000 | $298.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,961 | $293.0K | 0.02% | +86+4.6% | Added |
| Axxcess Wealth Management, LLC | 1,962 | $293.0K | 0.03% | +459+30.5% | Added |
| Putnam Investments LLC | 1,953 | $292.0K | 0.00% | −26,052−93.0% | Reduced |
| Kanawha Capital Management LLC | 1,957 | $292.0K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,954 | $291.0K | 0.01% | −13−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,941 | $290.0K | 0.00% | +38+2.0% | Added |
| First Capital Advisors Group, LLC. | 1,926 | $288.0K | 0.24% | −617−24.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,927 | $288.0K | 0.04% | +11+0.6% | Added |
| CKW Financial Group | 1,910 | $285.0K | 0.05% | +3+0.2% | Added |
| Kinloch Capital, LLC | 1,907 | $285.0K | 0.19% | +233+13.9% | Added |
| Drake & Associates, LLC | 1,900 | $284.0K | 0.16% | +275+16.9% | Added |
| Nwam LLC | 1,887 | $282.0K | 0.03% | +302+19.1% | Added |
| Acima Private Wealth, LLC | 1,881 | $280.8K | 0.14% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,863 | $278.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,862 | $278.0K | 0.08% | +2+0.1% | Added |
| Brookstone Capital Management | 1,823 | $277.0K | 0.01% | −6−0.3% | Reduced |
| Cambridge Trust Co | 1,843 | $275.0K | 0.01% | −159−7.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $275.0K | 0.20% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,831 | $273.0K | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,820 | $272.0K | 0.02% | +12+0.7% | Added |
| Integrated Wealth Concepts LLC | 1,816 | $271.0K | 0.01% | −45−2.4% | Reduced |
| Highland Private Wealth Management | 1,817 | $271.0K | 0.04% | +106+6.2% | Added |
| Bank of the West | 1,811 | $270.0K | 0.04% | −56−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,807 | $270.0K | 0.04% | −26−1.4% | Reduced |
| 9258 Wealth Management, LLC | 1,799 | $269.0K | 0.07% | −174−8.8% | Reduced |
| Litman Gregory Asset Management LLC | 1,800 | $269.0K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,799 | $268.5K | 0.00% | +1,799 | New |
| GraniteShares Advisors LLC | 1,799 | $268.0K | 0.22% | −96−5.1% | Reduced |
| Tradewinds, LLC. | 1,796 | $268.0K | 0.19% | +46+2.6% | Added |
| PFS Investments Inc. | 1,798 | $268.0K | 0.01% | +164+10.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,790 | $267.0K | 0.05% | +784+77.9% | Added |
| Spotlight Asset Group, Inc. | 1,722 | $267.0K | 0.27% | +1,722 | New |
| Ledyard National Bank | 1,781 | $266.0K | 0.03% | +1,781 | New |