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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vestcor Inc | 44,588 | $7.38M | 0.27% | +150.0% | Added |
| Bell Asset Management Ltd | 46,168 | $7.64M | 1.43% | −410−0.9% | Reduced |
| Jane Street Group, LLC | 46,946 | $7.77M | 0.01% | +4,010+9.3% | Added |
| PGGM Investments | 47,689 | $7.89M | 0.14% | −5,424−10.2% | Reduced |
| TD Waterhouse Canada Inc. | 40,681 | $8.16M | 0.09% | −3,109−7.1% | Reduced |
| Mercer Global Advisors Inc | 49,894 | $8.26M | 0.04% | +3,316+7.1% | Added |
| Meeder Asset Management Inc | 50,412 | $8.34M | 0.73% | −23,615−31.9% | Reduced |
| Washington Trust Bank | 50,868 | $8.42M | 0.95% | −1,360−2.6% | Reduced |
| SYSTM Wealth Solutions LLC | 50,884 | $8.42M | 1.05% | +50,884 | New |
| Brinker Capital Investments, LLC | 51,922 | $8.59M | 0.17% | −6,885−11.7% | Reduced |
| Vontobel Holding Ltd. | 52,737 | $8.68M | 0.09% | −15,411−22.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 53,962 | $8.93M | 0.35% | +1,354+2.6% | Added |
| Foyston, Gordon, & Payne Inc | 54,646 | $9.04M | 2.50% | −10,926−16.7% | Reduced |
| Tiaa, FSB | 55,491 | $9.18M | 0.04% | +454+0.8% | Added |
| Rockefeller Capital Management L.P. | 55,830 | $9.24M | 0.05% | +2,055+3.8% | Added |
| Scotia Capital Inc. | 56,691 | $9.38M | 0.07% | −2,183−3.7% | Reduced |
| Atria Investments LLC | 56,699 | $9.38M | 0.19% | +3,061+5.7% | Added |
| West Coast Financial LLC | 57,876 | $9.58M | 1.62% | +24,857+75.3% | Added |
| Czech National Bank | 58,064 | $9.61M | 0.26% | +71+0.1% | Added |
| Ethic Inc. | 58,415 | $9.67M | 0.52% | +4,848+9.1% | Added |
| Nissay Asset Management Corp | 58,548 | $9.69M | 0.09% | −18,013−23.5% | Reduced |
| Calamos Wealth Management LLC | 58,560 | $9.69M | 0.76% | −431−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,076 | $9.78M | 0.20% | −758−1.3% | Reduced |
| Brown Advisory Inc | 59,155 | $9.79M | 0.02% | +1,834+3.2% | Added |
| Oppenheimer Asset Management Inc. | 59,676 | $9.88M | 0.16% | +6,064+11.3% | Added |
| C.V. Starr & Co., Inc. Trust | 60,000 | $9.93M | 63.40% | 00.0% | Unchanged |
| Ci Investments Inc. | 60,918 | $10.1M | 0.05% | +167+0.3% | Added |
| Wealthfront Advisers LLC | 61,607 | $10.2M | 0.05% | +2,655+4.5% | Added |
| First American Bank | 62,911 | $10.4M | 1.00% | +1,053+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 62,920 | $10.4M | 0.28% | −17,245−21.5% | Reduced |
| Pacer Advisors, Inc. | 64,031 | $10.6M | 0.05% | +63,015+6,202.3% | Added |
| Levin Capital Strategies, L.P. | 65,298 | $10.8M | 1.46% | 00.0% | Unchanged |
| Cerity Partners LLC | 64,488 | $11.0M | 0.07% | +7,075+12.3% | Added |
| Candriam Luxembourg S.C.A. | 66,473 | $11.0M | 0.07% | −77,419−53.8% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 68,230 | $11.3M | 2.54% | −62,086−47.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 70,016 | $11.6M | 0.08% | +5,178+8.0% | Added |
| Captrust Financial Advisors | 70,397 | $11.6M | 0.06% | +44,419+171.0% | Added |
| Texas Permanent School Fund | 70,782 | $11.7M | 0.18% | +174+0.2% | Added |
| Mutual of America Capital Management LLC | 70,865 | $11.7M | 0.15% | +1,769+2.6% | Added |
| Northwest & Ethical Investments L.P. | 72,203 | $11.9M | 0.41% | +15,433+27.2% | Added |
| Van Eck Associates Corp | 72,713 | $12.0M | 0.03% | +3,012+4.3% | Added |
| Segment Wealth Management, LLC | 73,342 | $12.1M | 1.41% | +1,480+2.1% | Added |
| Creative Planning | 75,106 | $12.4M | 0.02% | +1,499+2.0% | Added |
| State of Alaska, Department of Revenue | 76,349 | $12.6M | 0.16% | +273+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 76,626 | $12.7M | 0.21% | +14,387+23.1% | Added |
| JLB & Associates Inc | 78,451 | $13.0M | 2.07% | −3,449−4.2% | Reduced |
| Twinbeech Capital LP | 78,763 | $13.0M | 0.25% | −70,715−47.3% | Reduced |
| Virginia Retirement Systems Et Al | 78,900 | $13.1M | 0.14% | −2,900−3.5% | Reduced |
| RMB Capital Management, LLC | 79,327 | $13.1M | 0.47% | −4,224−5.1% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $13.1M | 0.20% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 81,500 | $13.5M | 0.18% | +1,944+2.4% | Added |
| Gulf International Bank (UK) Ltd | 82,439 | $13.6M | 0.24% | +125+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 83,843 | $13.9M | 0.12% | +10,852+14.9% | Added |
| Public Employees Retirement Association of Colorado | 84,750 | $14.0M | 0.08% | −310−0.4% | Reduced |
| M&T Bank Corp | 84,835 | $14.0M | 0.06% | −21,118−19.9% | Reduced |
| Advisor Group Holdings, Inc. | 85,644 | $14.2M | 0.03% | +10,779+14.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 85,772 | $14.2M | 0.03% | +1,148+1.4% | Added |
| Osborne Partners Capital Management, LLC | 86,161 | $14.3M | 1.12% | +714+0.8% | Added |
| Wesleyan Assurance Society | 86,426 | $14.3M | 1.76% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 86,672 | $14.3M | 0.24% | +800+0.9% | Added |
| Torray LLC | 86,932 | $14.4M | 2.59% | −9,853−10.2% | Reduced |
| Baker Avenue Asset Management, LP | 87,586 | $14.5M | 0.87% | −1,322−1.5% | Reduced |
| Utah Retirement Systems | 87,921 | $14.5M | 0.23% | −1,900−2.1% | Reduced |
| Mastrapasqua Asset Management Inc | 88,369 | $14.6M | 1.93% | +1,758+2.0% | Added |
| Guggenheim Capital LLC | 88,975 | $14.7M | 0.13% | −21,888−19.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 90,949 | $15.1M | 0.18% | −4,378−4.6% | Reduced |
| Comerica Bank | 87,665 | $15.1M | 0.12% | +4,948+6.0% | Added |
| Westpac Banking Corp | 91,346 | $15.1M | 0.22% | −9,390−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 92,490 | $15.3M | 0.04% | +4,109+4.6% | Added |
| Bridgewater Associates, LP | 93,026 | $15.4M | 0.08% | −4,607−4.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 93,242 | $15.4M | 0.27% | +86,856+1,360.1% | Added |
| Rathbone Brothers plc | 93,401 | $15.5M | 0.17% | −8,051−7.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 95,582 | $15.8M | 0.23% | +3,434+3.7% | Added |
| New York Life Investment Management LLC | 95,909 | $15.9M | 0.18% | −930−1.0% | Reduced |
| Azimuth Capital Investment Management LLC | 96,237 | $15.9M | 0.81% | −1,438−1.5% | Reduced |
| ProShare Advisors LLC | 97,468 | $16.1M | 0.06% | +4,069+4.4% | Added |
| USS Investment Management Ltd | 99,381 | $16.5M | 0.24% | +20,600+26.1% | Added |
| Sawgrass Asset Management LLC | 100,398 | $16.6M | 2.28% | +1,023+1.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 101,500 | $16.8M | 0.26% | −13,000−11.4% | Reduced |
| Xponance, Inc. | 101,799 | $16.8M | 0.27% | +9,349+10.1% | Added |
| Swiss Life Asset Management Ltd | 102,591 | $17.0M | 0.28% | −8,025−7.3% | Reduced |
| First Republic Investment Management, Inc. | 105,389 | $17.4M | 0.04% | +37,762+55.8% | Added |
| Tudor Investment Corp Et Al | 106,116 | $17.6M | 0.43% | −22,333−17.4% | Reduced |
| CIBC Asset Management Inc | 108,553 | $18.0M | 0.08% | −2,750−2.5% | Reduced |
| Washington Trust Co | 111,568 | $18.5M | 0.86% | −2,185−1.9% | Reduced |
| First Trust Advisors LP | 112,017 | $18.5M | 0.02% | −36,327−24.5% | Reduced |
| Advisors Asset Management, Inc. | 112,926 | $18.7M | 0.38% | −7,734−6.4% | Reduced |
| Public Sector Pension Investment Board | 115,420 | $19.1M | 0.15% | +14,992+14.9% | Added |
| Bank of Nova Scotia | 120,632 | $20.0M | 0.05% | +72,597+151.1% | Added |
| Ossiam | 120,949 | $20.0M | 0.52% | +115,919+2,304.6% | Added |
| DnB Asset Management AS | 121,134 | $20.0M | 0.14% | +1,972+1.7% | Added |
| Boston Family Office LLC | 121,210 | $20.1M | 1.67% | −1,428−1.2% | Reduced |
| Handelsbanken Fonder AB | 121,785 | $20.2M | 0.13% | +11,333+10.3% | Added |
| Glenmede Trust Co NA | 122,122 | $20.2M | 0.12% | +3,144+2.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 122,527 | $20.3M | 0.15% | −1,806−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 123,092 | $20.4M | 0.47% | −22,383−15.4% | Reduced |
| Gabelli Funds LLC | 124,200 | $20.6M | 0.16% | +8,500+7.3% | Added |
| Prio Wealth Limited Partnership | 125,886 | $20.8M | 0.83% | +726+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 126,401 | $20.9M | 0.05% | +12,839+11.3% | Added |
| Martingale Asset Management L P | 126,969 | $21.0M | 0.41% | −6,799−5.1% | Reduced |