Skip to main content

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, Q4 2022

Institutional positions in Marsh & McLennan Companies, Inc. as of Dec 31, 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
1,223
+88 vs. Q3 2022
Shares held
437.1M
+639.9K (+0.1%) vs. Q3 2022
Total value
$72.3B
+$7.14B (+11.0%) vs. Q3 2022
New holders
161
442 more added
Sold out
73
434 more reduced

24 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,223 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ4 2022: $72.3B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2022.

Institutions holding MRSH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc3$00.00%00.0%Unchanged
Sofos Investments, Inc.165$4520.00%−1,921−92.1%Reduced
Bellwether Advisors, LLC5$8270.00%−2,263−99.8%Reduced
Financial Synergies Wealth Advisors, Inc.5$8280.00%00.0%Unchanged
Highline Wealth Partners LLC6$9930.00%00.0%Unchanged
Lee Financial Co7$1.16K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$1.16K0.00%+7New
Cribstone Capital Management, LLC8$1.32K0.00%00.0%Unchanged
RWM Asset Management, LLC8$1.32K0.00%+8New
Optimum Investment Advisors9$1.49K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.66K0.00%+5+100.0%Added
Sanctuary Wealth Management, L.L.C.11$1.82K0.00%+11New
Okabena Investment Services Inc14$2.32K0.00%+14New
Sugarloaf Wealth Management, LLC15$2.48K0.00%+15New
Longfellow Investment Management Co LLC17$2.81K0.00%00.0%Unchanged
North Star Investment Management Corp.18$2.98K0.00%+18New
Baystate Wealth Management LLC16$3.00K0.00%+6+60.0%Added
Bradley & Co. Private Wealth Management, LLC19$3.14K0.00%00.0%Unchanged
TFC Financial Management20$3.31K0.00%00.0%Unchanged
SJS Investment Consulting Inc.23$3.81K0.00%+3+15.0%Added
Truvestments Capital LLC23$3.81K0.00%+23New
Tfo-TDC, LLC265$3.81K0.00%+265New
Disciplined Investments, LLC24$3.97K0.00%−2−7.7%Reduced
Godsey & Gibb Associates24$3.97K0.00%+24New
Richard W. Paul & Associates, LLC24$3.97K0.00%+24New
My Personal CFO, LLC27$4.47K0.00%+27New
DecisionPoint Financial, LLC27$4.47K0.00%+27New
Colonial Trust Advisors28$4.63K0.00%+28New
DT Investment Partners, LLC29$4.80K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$4.96K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.30$5.00K0.04%−30−50.0%Reduced
Horizons Wealth Management28$5.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC32$5.00K0.02%+32New
Tradewinds Capital Management, LLC35$5.79K0.00%+35New
Creative Capital Management Investments LLC35$6.00K0.01%+35New
Focused Wealth Management, Inc38$6.30K0.00%00.0%Unchanged
Atwood & Palmer Inc39$6.45K0.00%00.0%Unchanged
Red Tortoise LLC43$7.12K0.00%+43New
Aua Capital Management, LLC46$7.61K0.01%00.0%Unchanged
Schubert & Co49$8.11K0.01%−8−14.0%Reduced
Mascoma Wealth Management LLC50$8.27K0.00%−245−83.1%Reduced
Abound Wealth Management51$8.45K0.00%−43−45.7%Reduced
Sierra Capital LLC52$9.00K0.00%−1−1.9%Reduced
Toth Financial Advisory Corp55$9.10K0.00%00.0%Unchanged
TD Capital Management LLC55$9.13K0.00%+55New
GHP Investment Advisors, Inc.56$9.27K0.00%00.0%Unchanged
Horan Securities, Inc.57$9.43K0.01%+57New
Pflug Koory, LLC61$10.0K0.01%00.0%Unchanged
Trust Co58$10.0K0.00%+58New
Tanglewood Legacy Advisors, LLC61$10.1K0.01%+61New
Private Ocean, LLC61$10.1K0.00%+61New
Creative Financial Designs Inc61$10.1K0.00%00.0%Unchanged
Key Financial Inc68$10.2K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC65$10.8K0.01%00.0%Unchanged
IAG Wealth Partners, LLC65$10.8K0.00%+65New
Westwood Holdings Group Inc.65$11.0K0.00%+65New
Raffa Wealth Management, LLC67$11.1K0.00%−11−14.1%Reduced
Thomas J. Herzfeld Advisors, Inc.68$11.3K0.00%00.0%Unchanged
Motco68$11.3K0.00%+68New
Carmichael Hill & Associates, Inc.70$11.6K0.01%00.0%Unchanged
EWG Elevate Inc.70$11.6K0.01%+70New
Gleason Group, Inc.74$12.2K0.00%+1+1.4%Added
Arcadia Investment Management Corp74$12.2K0.00%00.0%Unchanged
Rebalance, LLC76$12.6K0.00%+76New
Mount Lucas Management LP80$13.2K0.00%−16,746−99.5%Reduced
First Personal Financial Services80$13.2K0.00%00.0%Unchanged
Oakworth Capital, Inc.85$14.1K0.00%00.0%Unchanged
Seldon Capital LP88$14.6K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC89$14.7K0.00%+24+36.9%Added
Asset Dedication, LLC88$15.0K0.00%+5+6.0%Added
DB Wealth Management Group, LLC96$15.9K0.01%00.0%Unchanged
RFP Financial Group LLC96$15.9K0.01%+96New
Stuart Chaussee & Associates, Inc.97$16.1K0.01%00.0%Unchanged
JNBA Financial Advisors100$16.5K0.00%00.0%Unchanged
Perritt Capital Management Inc101$16.7K0.01%+101New
Clean Yield Group110$18.2K0.01%00.0%Unchanged
M&R Capital Management Inc114$18.9K0.01%00.0%Unchanged
FNY Investment Advisers, LLC120$19.0K0.03%−20−14.3%Reduced
Credential Qtrade Securities Inc.121$20.0K0.00%00.0%Unchanged
Credit Agricole S A124$20.5K0.00%+124New
Capital Analysts, LLC130$21.0K0.00%−3−2.3%Reduced
Capital Advisors, Ltd. LLC135$22.0K0.00%+76+128.8%Added
Solstein Capital, LLC135$22.3K0.02%−368−73.2%Reduced
Raleigh Capital Management Inc.135$22.4K0.01%+44+48.4%Added
Trifecta Capital Advisors, LLC139$23.0K0.01%+139New
JJJ Advisors Inc.133$23.2K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC142$23.5K0.00%+113+389.7%Added
FinTrust Capital Advisors, LLC143$23.7K0.01%−78−35.3%Reduced
Money Concepts Capital Corp146$24.2K0.00%+75+105.6%Added
Delos Wealth Advisors, LLC147$24.3K0.04%00.0%Unchanged
BDO Wealth Advisors, LLC151$25.0K0.00%00.0%Unchanged
American National Bank150$25.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC152$25.2K0.00%+5+3.4%Added
CoreCap Advisors, LLC153$25.3K0.00%+153New
Jones Financial Companies LLLP158$26.0K0.00%−9−5.4%Reduced
Atlas Capital Advisors LLC158$26.1K0.00%−27−14.6%Reduced
Atticus Wealth Management, LLC161$26.6K0.01%−12−6.9%Reduced
Institutional & Family Asset Management, LLC162$26.8K0.00%+162New
Canton Hathaway, LLC164$27.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC175$29.0K0.02%00.0%Unchanged