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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 127,792 | $21.1M | 0.05% | +3,923+3.2% | Added |
| Brown Brothers Harriman & Co | 127,944 | $21.2M | 0.19% | −7,468−5.5% | Reduced |
| Jupiter Asset Management Ltd | 131,014 | $21.7M | 0.32% | +118,247+926.2% | Added |
| EULAV Asset Management | 131,100 | $21.7M | 0.93% | 00.0% | Unchanged |
| Franklin Resources Inc | 134,164 | $22.2M | 0.01% | +8,365+6.6% | Added |
| Amalgamated Bank | 134,819 | $22.3M | 0.20% | −11,375−7.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 135,704 | $22.5M | 0.90% | +2,084+1.6% | Added |
| Whittier Trust Co | 135,720 | $22.5M | 0.44% | +351+0.3% | Added |
| Arizona State Retirement System | 135,969 | $22.5M | 0.22% | −464−0.3% | Reduced |
| Fort Pitt Capital Group, LLC | 136,073 | $22.5M | 0.92% | −470.0% | Reduced |
| Davenport & Co LLC | 138,251 | $22.9M | 0.19% | −11,104−7.4% | Reduced |
| LPL Financial LLC | 142,466 | $23.6M | 0.02% | +40,701+40.0% | Added |
| Cumberland Partners Ltd | 146,765 | $24.3M | 2.56% | −1,130−0.8% | Reduced |
| MetLife Investment Management | 147,147 | $24.3M | 0.18% | −3,944−2.6% | Reduced |
| Zacks Investment Management | 147,779 | $24.5M | 0.34% | +2,218+1.5% | Added |
| Janney Montgomery Scott LLC | 148,443 | $24.6M | 0.10% | +8,877+6.4% | Added |
| Capital International Inc | 150,719 | $24.9M | 0.54% | +197+0.1% | Added |
| US Bancorp | 151,948 | $25.1M | 0.04% | −13,583−8.2% | Reduced |
| AXA S.A. | 155,702 | $25.8M | 0.09% | −8,524−5.2% | Reduced |
| Squarepoint Ops LLC | 157,594 | $26.1M | 0.19% | +139,370+764.8% | Added |
| Neuberger Berman Group LLC | 157,704 | $26.1M | 0.03% | −8,451−5.1% | Reduced |
| Forsta Ap-Fonden | 158,600 | $26.2M | 0.30% | +14,400+10.0% | Added |
| State of Michigan Retirement System | 158,775 | $26.3M | 0.18% | +23,700+17.5% | Added |
| Artemis Investment Management LLP | 160,318 | $26.7M | 0.30% | −69,899−30.4% | Reduced |
| Alps Advisors Inc | 162,074 | $26.8M | 0.24% | −7,848−4.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 162,089 | $26.8M | 0.15% | +91,230+128.7% | Added |
| American International Group, Inc. | 162,182 | $26.8M | 0.19% | −1,210−0.7% | Reduced |
| CI Private Wealth, LLC | 168,830 | $27.9M | 0.10% | +168,830 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 168,853 | $27.9M | 0.40% | −1,564−0.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 170,459 | $28.2M | 1.58% | +9,782+6.1% | Added |
| Pathstone Family Office, LLC | 173,512 | $28.7M | 0.58% | +906+0.5% | Added |
| Royal London Asset Management Ltd | 174,112 | $28.8M | 0.13% | −2,083−1.2% | Reduced |
| Marathon Asset Mgmt Ltd | 174,342 | $28.9M | 0.78% | −4,398−2.5% | Reduced |
| Stock Yards Bank & Trust Co | 175,601 | $29.1M | 1.14% | +946+0.5% | Added |
| Vigilant Capital Management, LLC | 176,246 | $29.2M | 2.49% | −3,385−1.9% | Reduced |
| Dundas Partners LLP | 179,734 | $29.7M | 3.23% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 184,350 | $30.5M | 1.04% | −3,411−1.8% | Reduced |
| CIBC World Markets Corp | 185,969 | $30.8M | 0.21% | +103,561+125.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 186,506 | $30.9M | 0.53% | −5,169−2.7% | Reduced |
| Rafferty Asset Management, LLC | 191,039 | $31.6M | 0.26% | +19,666+11.5% | Added |
| Teachers Retirement System of the State of Kentucky | 196,938 | $32.6M | 0.34% | 00.0% | Unchanged |
| National Bank of Canada | 199,990 | $33.1M | 0.09% | +64,613+47.7% | Added |
| Susquehanna International Group, LLP | 206,705 | $34.2M | 0.07% | +164,930+394.8% | Added |
| Asset Management One Co.,Ltd. | 205,162 | $34.2M | 0.17% | −9,338−4.4% | Reduced |
| Flputnam Investment Management Co | 207,677 | $34.4M | 1.25% | +4,404+2.2% | Added |
| Boston Private Wealth LLC | 209,724 | $34.7M | 0.47% | −1,674−0.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 212,887 | $35.2M | 1.36% | +212,887 | New |
| Kayne Anderson Rudnick Investment Management LLC | 214,845 | $35.6M | 0.11% | +13,754+6.8% | Added |
| STRS Ohio | 216,435 | $35.8M | 0.16% | −7,532−3.4% | Reduced |
| Panagora Asset Management Inc | 217,165 | $35.9M | 0.24% | −989−0.5% | Reduced |
| Ycg, LLC | 219,512 | $37.1M | 3.97% | −4,998−2.2% | Reduced |
| Erste Asset Management GmbH | 230,193 | $38.2M | 0.80% | +10,331+4.7% | Added |
| AMF Pensionsforsakring AB | 231,597 | $38.3M | 0.44% | +85,796+58.8% | Added |
| Teacher Retirement System of Texas | 231,773 | $38.4M | 0.28% | +27,743+13.6% | Added |
| Kempen Capital Management N.V. | 233,815 | $38.7M | 1.13% | +132,679+131.2% | Added |
| Gillespie Robinson & Grimm Inc | 234,966 | $38.9M | 3.97% | −5,873−2.4% | Reduced |
| Victory Capital Management Inc | 235,453 | $39.0M | 0.04% | −56,565−19.4% | Reduced |
| Treasurer of the State of North Carolina | 240,871 | $39.9M | 0.24% | +8,247+3.5% | Added |
| Mn Services Vermogensbeheer B.V. | 241,988 | $40.0M | 0.45% | −37,400−13.4% | Reduced |
| Macquarie Group Ltd | 246,114 | $40.7M | 0.05% | +68,135+38.3% | Added |
| Pinebridge Investments, L.P. | 246,202 | $40.7M | 0.49% | +164,062+199.7% | Added |
| Horizon Kinetics Asset Management LLC | 249,295 | $41.3M | 0.68% | −5,374−2.1% | Reduced |
| Wafra Inc. | 252,894 | $41.8M | 1.60% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 254,693 | $42.1M | 0.37% | −146,073−36.4% | Reduced |
| Baird Financial Group, Inc. | 256,108 | $42.4M | 0.11% | +2,129+0.8% | Added |
| Vaughan David Investments LLC | 257,597 | $42.6M | 1.27% | −1,083−0.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 260,000 | $43.0M | 1.68% | −7,285−2.7% | Reduced |
| Citadel Advisors LLC | 260,626 | $43.1M | 0.05% | +14,549+5.9% | Added |
| Allianz Asset Management GmbH | 263,845 | $43.7M | 0.10% | −131,939−33.3% | Reduced |
| Ensign Peak Advisors, Inc | 268,662 | $44.5M | 0.10% | +42,961+19.0% | Added |
| Allspring Global Investments Holdings, LLC | 274,681 | $45.5M | 0.08% | −183,686−40.1% | Reduced |
| Fifth Third Bancorp | 278,613 | $46.1M | 0.22% | +25,030+9.9% | Added |
| Epoch Investment Partners, Inc. | 282,036 | $46.7M | 0.28% | +15,317+5.7% | Added |
| Retirement Systems of Alabama | 283,602 | $46.9M | 0.20% | −6,845−2.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 286,479 | $47.4M | 0.20% | −19,422−6.3% | Reduced |
| Renaissance Technologies LLC | 289,201 | $47.9M | 0.07% | −33,800−10.5% | Reduced |
| State of New Jersey Common Pension Fund D | 292,358 | $48.4M | 0.18% | −1,362−0.5% | Reduced |
| Boston Trust Walden Corp | 292,864 | $48.5M | 0.43% | −1,013−0.3% | Reduced |
| Bowen Hanes & Co Inc | 296,880 | $49.1M | 1.74% | +38,562+14.9% | Added |
| SEI Investments Co | 297,434 | $49.2M | 0.11% | −76,423−20.4% | Reduced |
| Swedbank AB | 298,221 | $49.3M | 0.11% | −2,331−0.8% | Reduced |
| Rit Capital Partners PLC | 299,600 | $49.6M | 19.76% | +299,600 | New |
| Public Employees Retirement System of Ohio | 302,794 | $50.1M | 0.22% | −5,021−1.6% | Reduced |
| Toronto Dominion Bank | 305,547 | $50.5M | 0.08% | +79,354+35.1% | Added |
| Pictet Asset Management SA | 307,023 | $50.8M | 0.07% | +19,651+6.8% | Added |
| Unigestion Holding SA | 304,717 | $50.8M | 2.69% | +15,244+5.3% | Added |
| Nisa Investment Advisors, LLC | 312,433 | $51.7M | 0.41% | +137,824+78.9% | Added |
| State of Tennessee, Treasury Department | 317,667 | $52.6M | 0.25% | −3,046−0.9% | Reduced |
| Segall Bryant & Hamill, LLC | 317,993 | $52.6M | 0.59% | +4,654+1.5% | Added |
| Voloridge Investment Management, LLC | 318,095 | $52.6M | 0.29% | −60,975−16.1% | Reduced |
| CCLA Investment Management Ltd | 323,879 | $53.6M | 1.21% | −39,640−10.9% | Reduced |
| Voya Investment Management LLC | 325,101 | $53.8M | 0.06% | −11,891−3.5% | Reduced |
| Los Angeles Capital Management LLC | 329,373 | $54.5M | 0.26% | +17,025+5.5% | Added |
| Storebrand Asset Management AS | 336,126 | $55.6M | 0.31% | +2,162+0.6% | Added |
| AQR Capital Management LLC | 338,016 | $55.9M | 0.13% | +4,661+1.4% | Added |
| Calamos Advisors LLC | 341,547 | $56.5M | 0.27% | −47,558−12.2% | Reduced |
| Silvercrest Asset Management Group LLC | 350,122 | $57.9M | 0.45% | −35,447−9.2% | Reduced |
| Point72 Asset Management, L.P. | 351,438 | $58.2M | 0.22% | +194,538+124.0% | Added |
| Nomura Asset Management Co Ltd | 357,066 | $59.1M | 0.34% | +109,595+44.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 356,831 | $59.2M | 0.16% | +40,020+12.6% | Added |