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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 173 | $29.0K | 0.00% | +173 | New |
| NewSquare Capital LLC | 177 | $29.3K | 0.00% | −12−6.3% | Reduced |
| Larson Financial Group LLC | 183 | $30.3K | 0.00% | +18+10.9% | Added |
| Tilia Fiduciary Partners, Inc. | 184 | $30.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 184 | $30.4K | 0.01% | +30+19.5% | Added |
| Crewe Advisors LLC | 187 | $30.9K | 0.00% | −179−48.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 189 | $31.3K | 0.00% | −224−54.2% | Reduced |
| Sound Income Strategies, LLC | 197 | $32.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 206 | $34.0K | 0.02% | +1+0.5% | Added |
| NVWM, LLC | 208 | $34.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 208 | $34.4K | 0.01% | +15+7.8% | Added |
| Arlington Partners LLC | 214 | $35.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $35.6K | 0.00% | +8+3.9% | Added |
| Earnest Partners LLC | 220 | $36.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 221 | $36.6K | 0.00% | −22−9.1% | Reduced |
| Sageworth Trust Co | 223 | $37.0K | 0.00% | +15+7.2% | Added |
| Piscataqua Savings Bank | 229 | $37.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $38.2K | 0.02% | +225 | New |
| Financial Management Professionals, Inc. | 238 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 247 | $40.9K | 0.03% | +57+30.0% | Added |
| Bell Investment Advisors, Inc | 274 | $45.3K | 0.01% | +34+14.2% | Added |
| Johnson Financial Group, Inc. | 278 | $46.0K | 0.00% | −2−0.7% | Reduced |
| Perkins Coie Trust Co | 286 | $47.3K | 0.02% | −55−16.1% | Reduced |
| Beacon Capital Management, LLC | 300 | $49.6K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 300 | $49.6K | 0.04% | +300 | New |
| Geneos Wealth Management Inc. | 306 | $50.6K | 0.00% | −23−7.0% | Reduced |
| Farther Finance Advisors, LLC | 306 | $50.6K | 0.02% | +306 | New |
| HighMark Wealth Management LLC | 308 | $50.9K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 311 | $51.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 311 | $51.5K | 0.01% | +8+2.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 314 | $52.0K | 0.00% | +314 | New |
| Colonial Trust Co | 312 | $52.0K | 0.01% | +312 | New |
| Logan Capital Management Inc | 324 | $53.6K | 0.00% | −14,762−97.9% | Reduced |
| MV Capital Management, Inc. | 325 | $53.8K | 0.01% | +42+14.8% | Added |
| McClarren Financial Advisors, Inc. | 328 | $54.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 335 | $55.4K | 0.00% | −347−50.9% | Reduced |
| Gradient Investments LLC | 338 | $55.9K | 0.00% | +118+53.6% | Added |
| Core Alternative Capital | 347 | $57.5K | 0.01% | +5+1.5% | Added |
| TCI Wealth Advisors, Inc. | 348 | $57.6K | 0.01% | −12−3.3% | Reduced |
| Sandy Spring Bank | 354 | $58.6K | 0.00% | +54+18.0% | Added |
| Kozak & Associates, Inc. | 355 | $59.0K | 0.03% | +1+0.3% | Added |
| Dividend Assets Capital, LLC | 354 | $59.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $59.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 378 | $62.6K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 391 | $65.0K | 0.01% | +29+8.0% | Added |
| Ancora Advisors, LLC | 402 | $66.0K | 0.00% | +105+35.4% | Added |
| Concord Wealth Partners | 403 | $66.7K | 0.02% | +403 | New |
| Bangor Savings Bank | 404 | $67.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 420 | $69.5K | 0.02% | +420 | New |
| Jackson, Grant Investment Advisers, Inc. | 445 | $73.6K | 0.04% | +2+0.5% | Added |
| Islay Capital Management, LLC | 450 | $74.5K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 452 | $74.8K | 0.04% | −31−6.4% | Reduced |
| Addison Advisors LLC | 454 | $75.1K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 457 | $75.6K | 0.00% | +457 | New |
| Covestor Ltd | 476 | $79.0K | 0.06% | +63+15.3% | Added |
| Virtus Investment Advisers, Inc. | 499 | $82.6K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 499 | $82.6K | 0.04% | +499 | New |
| Clear Street Markets LLC | 501 | $83.0K | 0.02% | +501 | New |
| Trust Co of Vermont | 508 | $84.1K | 0.01% | +24+5.0% | Added |
| Investors Research Corp | 515 | $85.2K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 522 | $86.0K | 0.06% | +522 | New |
| Sargent Bickham Lagudis LLC | 535 | $88.5K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 535 | $89.0K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 580 | $96.0K | 0.03% | +136+30.6% | Added |
| Edge Capital Group, LLC | 581 | $96.1K | 0.01% | +581 | New |
| First Horizon Advisors, Inc. | 582 | $96.3K | 0.00% | +82+16.4% | Added |
| Rosenberg Matthew Hamilton | 589 | $97.5K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 601 | $99.0K | 0.01% | +5+0.8% | Added |
| Pittenger & Anderson Inc | 600 | $99.3K | 0.01% | +100+20.0% | Added |
| Tompkins Financial Corp | 618 | $102.0K | 0.02% | −57−8.4% | Reduced |
| Bogart Wealth, LLC | 626 | $103.6K | 0.01% | −40−6.0% | Reduced |
| MCF Advisors LLC | 658 | $108.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 666 | $110.2K | 0.01% | +666 | New |
| TSFG, LLC | 689 | $114.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 708 | $117.2K | 0.03% | −395−35.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 711 | $117.7K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 714 | $118.2K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 716 | $118.5K | 0.00% | +460+179.7% | Added |
| New England Capital Financial Advisors LLC | 685 | $118.6K | 0.08% | +685 | New |
| Bourgeon Capital Management LLC | 765 | $126.6K | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 786 | $130.0K | 0.05% | +786 | New |
| True Wealth Design, LLC | 788 | $130.4K | 0.06% | +788 | New |
| Lindbrook Capital, LLC | 801 | $132.5K | 0.02% | +207+34.8% | Added |
| Washington Trust Advisors, Inc. | 807 | $133.5K | 0.01% | −49−5.7% | Reduced |
| Kelly Financial Services LLC | 815 | $134.9K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 830 | $137.3K | 0.02% | +434+109.6% | Added |
| TD Ameritrade Investment Management, LLC | 842 | $139.0K | 0.00% | −259−23.5% | Reduced |
| Harbour Investments, Inc. | 842 | $139.3K | 0.01% | +57+7.3% | Added |
| CVA Family Office, LLC | 865 | $143.1K | 0.03% | +195+29.1% | Added |
| Coastal Capital Group, Inc. | 977 | $145.8K | 0.04% | +1+0.1% | Added |
| Webster Bank, N. A. | 897 | $148.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 900 | $148.9K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 908 | $150.0K | 0.02% | +224+32.7% | Added |
| Parkside Financial Bank & Trust | 910 | $150.6K | 0.04% | +103+12.8% | Added |
| Romano Brothers and Company | 915 | $151.4K | 0.02% | +915 | New |
| Baldwin Brothers Inc | 916 | $151.6K | 0.01% | +916 | New |
| Grove Bank & Trust | 933 | $154.0K | 0.03% | +933 | New |
| Central Trust Co | 974 | $161.2K | 0.00% | +56+6.1% | Added |
| American State Bank (Iowa) | 975 | $161.3K | 0.12% | −60−5.8% | Reduced |
| Dougherty Wealth Advisers LLC | 986 | $163.2K | 0.27% | 00.0% | Unchanged |