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 |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 378,537 | $62.6M | 0.98% | −9,265−2.4% | Reduced |
| KBC Group NV | 385,088 | $63.7M | 0.31% | −110,088−22.2% | Reduced |
| Balyasny Asset Management LLC | 400,277 | $66.2M | 0.23% | −218,363−35.3% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 404,911 | $67.0M | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 408,636 | $67.6M | 0.41% | +208,110+103.8% | Added |
| Crawford Investment Counsel Inc | 415,594 | $68.8M | 1.48% | −4,824−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 430,000 | $71.2M | 0.18% | +157,871+58.0% | Added |
| Korea Investment CORP | 431,617 | $71.4M | 0.22% | −879−0.2% | Reduced |
| Assenagon Asset Management S.A. | 437,488 | $72.4M | 0.30% | +420,458+2,468.9% | Added |
| State of Wisconsin Investment Board | 438,931 | $72.6M | 0.23% | −36,002−7.6% | Reduced |
| Montrusco Bolton Investments Inc. | 472,107 | $73.6M | 1.71% | +47,236+11.1% | Added |
| Quilter Plc | 445,297 | $73.7M | 2.42% | +11,681+2.7% | Added |
| Ardevora Asset Management LLP | 450,469 | $74.5M | 1.27% | −63,620−12.4% | Reduced |
| Birch Hill Investment Advisors LLC | 452,327 | $74.9M | 4.77% | −4,363−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 456,207 | $75.5M | 0.20% | +13,020+2.9% | Added |
| Lord, Abbett & Co. LLC | 463,561 | $76.7M | 0.27% | +57,000+14.0% | Added |
| Citigroup Inc | 475,319 | $78.7M | 0.11% | +68,376+16.8% | Added |
| Bradley Foster & Sargent Inc | 478,333 | $79.2M | 1.98% | +1,122+0.2% | Added |
| Standard Life Aberdeen plc | 485,618 | $80.4M | 0.22% | +10,062+2.1% | Added |
| Close Asset Management Ltd | 497,185 | $82.3M | 4.37% | −13,766−2.7% | Reduced |
| Natixis Advisors, L.P. | 507,172 | $83.9M | 0.32% | +49,448+10.8% | Added |
| Canada Pension Plan Investment Board | 507,418 | $84.0M | 0.15% | −664,910−56.7% | Reduced |
| New York State Teachers Retirement System | 514,288 | $85.1M | 0.21% | −7,597−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 522,332 | $86.4M | 0.08% | −6,182−1.2% | Reduced |
| Johnson Investment Counsel Inc | 528,079 | $87.4M | 1.19% | −5,889−1.1% | Reduced |
| APG Asset Management N.V. | 532,752 | $88.2M | 0.17% | −7,462−1.4% | Reduced |
| Mariner, LLC | 533,177 | $88.2M | 0.28% | +28,465+5.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 540,441 | $89.4M | 0.48% | +39,625+7.9% | Added |
| Great West Life Assurance Co | 539,337 | $89.7M | 0.24% | −3,468−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 560,250 | $92.7M | 0.23% | −6,350−1.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 582,951 | $96.5M | 0.17% | −30,116−4.9% | Reduced |
| Assetmark, Inc | 629,478 | $104.2M | 0.45% | +7,190+1.2% | Added |
| FIL Ltd | 630,035 | $104.3M | 0.13% | +71,816+12.9% | Added |
| Adage Capital Partners GP, L.L.C. | 634,461 | $105.0M | 0.25% | −269,000−29.8% | Reduced |
| Jennison Associates LLC | 638,259 | $105.6M | 0.11% | −920.0% | Reduced |
| Russell Investments Group, Ltd. | 637,342 | $105.6M | 0.22% | +33,843+5.6% | Added |
| Echo Street Capital Management LLC | 639,071 | $105.8M | 1.02% | −181,928−22.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 640,500 | $106.0M | 1.42% | +12,000+1.9% | Added |
| Schroder Investment Management Group | 653,046 | $108.1M | 0.17% | −61,744−8.6% | Reduced |
| Bank of Montreal | 651,329 | $108.8M | 0.09% | −451,675−40.9% | Reduced |
| Prudential Financial Inc | 683,015 | $113.0M | 0.19% | −21,121−3.0% | Reduced |
| Janus Henderson Group PLC | 686,457 | $113.6M | 0.08% | +107,978+18.7% | Added |
| National Pension Service | 732,871 | $121.3M | 0.24% | −2,509−0.3% | Reduced |
| Intech Investment Management LLC | 734,615 | $121.6M | 0.91% | −153,578−17.3% | Reduced |
| Intermede Investment Partners Ltd | 735,540 | $121.7M | 3.40% | −37,845−4.9% | Reduced |
| Man Group plc | 757,373 | $125.3M | 0.45% | +165,601+28.0% | Added |
| M&G Investment Management Ltd | 785,318 | $129.6M | 0.96% | −7,841−1.0% | Reduced |
| Waverton Investment Management Ltd | 798,244 | $132.1M | 4.85% | +7,925+1.0% | Added |
| Aviva PLC | 819,642 | $135.6M | 0.67% | +136,566+20.0% | Added |
| Mackenzie Financial Corp | 832,725 | $137.8M | 0.23% | −62,291−7.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 849,208 | $140.5M | 0.50% | +6,927+0.8% | Added |
| California State Teachers Retirement System | 856,768 | $141.8M | 0.22% | +5,568+0.7% | Added |
| Raymond James & Associates | 857,942 | $142.0M | 0.13% | +130,036+17.9% | Added |
| Principal Financial Group Inc | 881,956 | $145.9M | 0.11% | −14,108−1.6% | Reduced |
| TD Asset Management Inc | 896,911 | $148.4M | 0.18% | +142,390+18.9% | Added |
| Capital Group Private Client Services, Inc. | 914,852 | $151.4M | 1.91% | −25,742−2.7% | Reduced |
| Nordea Investment Management AB | 921,748 | $152.4M | 0.24% | −46,276−4.8% | Reduced |
| Envestnet Asset Management Inc | 924,793 | $153.0M | 0.08% | +105,876+12.9% | Added |
| Acadian Asset Management LLC | 930,917 | $154.0M | 0.76% | −83,905−8.3% | Reduced |
| Rhumbline Advisers | 949,692 | $157.2M | 0.21% | +34,857+3.8% | Added |
| HSBC Holdings PLC | 953,664 | $157.5M | 0.20% | +296,921+45.2% | Added |
| New York State Common Retirement Fund | 961,196 | $159.1M | 0.22% | −10,483−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,006,333 | $166.5M | 0.51% | −266,600−20.9% | Reduced |
| Royal Bank of Canada | 1,059,571 | $175.3M | 0.05% | +35,690+3.5% | Added |
| Credit Suisse AG | 1,122,108 | $185.7M | 0.20% | −67,515−5.7% | Reduced |
| 1832 Asset Management L.P. | 1,135,549 | $187.9M | 0.39% | +296,972+35.4% | Added |
| DekaBank Deutsche Girozentrale | 1,137,263 | $188.5M | 0.50% | +117,505+11.5% | Added |
| Manufacturers Life Insurance Company, The | 1,144,092 | $189.4M | 0.12% | +140,921+14.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,217,733 | $201.6M | 6.25% | +65,357+5.7% | Added |
| Ninety One UK Ltd | 1,225,363 | $202.8M | 0.65% | −401,949−24.7% | Reduced |
| Findlay Park Partners LLP | 1,257,468 | $208.1M | 2.26% | −373,985−22.9% | Reduced |
| Truist Financial Corp | 1,271,007 | $210.3M | 0.37% | −5,364−0.4% | Reduced |
| Coho Partners, Ltd. | 1,277,255 | $211.4M | 3.58% | +1,484+0.1% | Added |
| Barclays PLC | 1,303,022 | $215.6M | 0.19% | +187,247+16.8% | Added |
| Polar Capital Holdings Plc | 1,332,290 | $220.5M | 1.76% | −11,003−0.8% | Reduced |
| Alliancebernstein L.P. | 1,471,742 | $243.5M | 0.11% | +155,639+11.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,503,509 | $248.8M | 0.72% | −18,727−1.2% | Reduced |
| Dimensional Fund Advisors LP | 1,579,557 | $261.4M | 0.09% | −25,133−1.6% | Reduced |
| Diamond Hill Capital Management Inc | 1,738,683 | $287.7M | 1.31% | −408,149−19.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,791,273 | $296.4M | 0.23% | −175,722−8.9% | Reduced |
| Amundi | 1,736,745 | $302.0M | 0.17% | +239,158+16.0% | Added |
| American Century Companies Inc | 1,876,646 | $310.5M | 0.25% | +2,682+0.1% | Added |
| Bahl & Gaynor Inc | 2,005,552 | $331.9M | 2.07% | −206,783−9.3% | Reduced |
| Swiss National Bank | 2,028,100 | $335.6M | 0.24% | −147,013−6.8% | Reduced |
| Capital Research Global Investors | 2,138,760 | $353.9M | 0.11% | +1,284+0.1% | Added |
| Stifel Financial Corp | 2,242,944 | $371.2M | 0.56% | +103,483+4.8% | Added |
| Invesco Ltd. | 2,290,362 | $379.0M | 0.11% | −80,899−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,491,105 | $412.2M | 0.13% | +39,533+1.6% | Added |
| Jensen Investment Management Inc | 2,615,464 | $432.8M | 3.38% | +398,179+18.0% | Added |
| Nippon Life Insurance Co | 2,622,700 | $434.0M | 19.63% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,942,576 | $486.9M | 0.28% | −52,652−1.8% | Reduced |
| Wells Fargo & Company | 3,050,461 | $504.8M | 0.16% | +113,516+3.9% | Added |
| UBS Group AG | 3,073,669 | $508.6M | 0.24% | +72,692+2.4% | Added |
| Longview Partners (Guernsey) LTD | 3,128,249 | $517.7M | 4.11% | −38,140−1.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,223,913 | $533.5M | 0.41% | −1,106,249−25.5% | Reduced |
| Clearbridge Investments, LLC | 3,262,150 | $539.8M | 0.53% | +1,935,638+145.9% | Added |
| California Public Employees Retirement System | 3,315,764 | $548.7M | 0.47% | −226,713−6.4% | Reduced |
| Primecap Management Co | 3,533,721 | $584.8M | 0.54% | −76,475−2.1% | Reduced |
| Lazard Asset Management LLC | 3,658,658 | $605.4M | 0.83% | +103,512+2.9% | Added |
| Legal & General Group Plc | 3,664,294 | $606.4M | 0.23% | −367,527−9.1% | Reduced |