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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 1,013 | $167.6K | 0.04% | −1,426−58.5% | Reduced |
| Magellan Asset Management Ltd | 1,043 | $172.6K | 0.00% | −294−22.0% | Reduced |
| Spire Wealth Management | 1,052 | $174.0K | 0.01% | +115+12.3% | Added |
| Garde Capital, Inc. | 1,099 | $182.0K | 0.02% | +29+2.7% | Added |
| Dark Forest Capital Management LP | 1,106 | $183.0K | 0.05% | +1,106 | New |
| Riverview Trust Co | 1,125 | $186.0K | 0.18% | +210+23.0% | Added |
| Hollencrest Capital Management | 1,149 | $190.1K | 0.02% | +1,149 | New |
| Independence Bank of Kentucky | 1,155 | $191.0K | 0.09% | −140−10.8% | Reduced |
| Headlands Technologies LLC | 1,155 | $191.0K | 0.15% | +1,155 | New |
| LeJeune Puetz Investment Counsel LLC | 1,168 | $193.3K | 0.07% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,210 | $200.2K | 0.03% | +1,210 | New |
| New England Professional Planning Group Inc. | 1,211 | $200.4K | 0.11% | +1,211 | New |
| Choate Investment Advisors | 1,213 | $200.7K | 0.01% | +1,213 | New |
| Rossmore Private Capital | 1,213 | $200.7K | 0.03% | +1,213 | New |
| ARGI Investment Services, LLC | 1,218 | $201.0K | 0.01% | +1,218 | New |
| Everett Harris & Co | 1,229 | $203.0K | 0.00% | +1,229 | New |
| ML & R Wealth Management LLC | 1,229 | $203.4K | 0.06% | +1,229 | New |
| Northside Capital Management, LLC | 1,235 | $204.4K | 0.06% | +1,235 | New |
| Massmutual Trust Co FSB | 1,242 | $206.0K | 0.01% | +128+11.5% | Added |
| International Assets Investment Management, LLC | 1,245 | $206.0K | 0.02% | +1,245 | New |
| Crescent Grove Advisors, LLC | 1,246 | $206.2K | 0.02% | −341−21.5% | Reduced |
| LVW Advisors, LLC | 1,253 | $207.3K | 0.04% | +1,253 | New |
| Wealth Management Associates, Inc. | 1,255 | $207.7K | 0.14% | −219−14.9% | Reduced |
| Mark Stevens | 1,256 | $208.0K | 0.03% | +1,256 | New |
| Astoria Portfolio Advisors LLC. | 1,202 | $208.1K | 0.10% | +1,202 | New |
| Centiva Capital, LP | 1,271 | $210.3K | 0.02% | +1,271 | New |
| Thrive Capital Management, LLC | 1,275 | $211.0K | 0.14% | +1,275 | New |
| Nichols & Pratt Advisers LLP | 1,277 | $211.3K | 0.02% | +1,277 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $213.5K | 0.02% | +1,290 | New |
| V Wealth Advisors LLC | 1,290 | $213.5K | 0.04% | +1,290 | New |
| Umb Bank N A | 1,292 | $214.0K | 0.00% | −451−25.9% | Reduced |
| Alta Advisers Ltd | 1,300 | $215.0K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,304 | $215.8K | 0.01% | +1,304 | New |
| WestHill Financial Advisors, Inc. | 1,316 | $217.8K | 0.07% | +1,316 | New |
| Single Point Partners, LLC | 1,327 | $220.0K | 0.05% | +1,327 | New |
| Farmers & Merchants Investments Inc | 1,338 | $221.4K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 1,345 | $223.0K | 0.01% | −819−37.8% | Reduced |
| Covenant Partners, LLC | 1,349 | $223.2K | 0.09% | +1,349 | New |
| Rice Hall James & Associates, LLC | 1,350 | $223.4K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $223.4K | 0.08% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,624 | $223.6K | 0.08% | −556−13.3% | Reduced |
| Dempze Nancy E | 1,355 | $224.2K | 0.22% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,356 | $224.3K | 0.11% | +1,356 | New |
| Klingenstein Fields & Co LP | 1,370 | $226.7K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,372 | $227.0K | 0.01% | −100−6.8% | Reduced |
| First Citizens Bank & Trust Co | 1,379 | $228.0K | 0.01% | −80−5.5% | Reduced |
| Glenview Trust Co | 1,381 | $228.5K | 0.01% | −34−2.4% | Reduced |
| PDS Planning, Inc | 1,385 | $229.2K | 0.04% | +1,385 | New |
| FourThought Financial Partners, LLC | 1,387 | $229.5K | 0.03% | +1,387 | New |
| Avestar Capital, LLC | 1,397 | $231.2K | 0.05% | +1,397 | New |
| Capital Wealth Planning, LLC | 1,400 | $231.7K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,400 | $231.7K | 0.01% | +1,400 | New |
| YHB Investment Advisors, Inc. | 1,407 | $232.8K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,409 | $233.2K | 0.08% | −31−2.2% | Reduced |
| Smith, Salley & Associates | 1,411 | $233.5K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,413 | $233.8K | 0.02% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,409 | $234.1K | 0.16% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,432 | $237.0K | 0.05% | +1,432 | New |
| PFS Partners, LLC | 1,434 | $237.3K | 0.25% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,448 | $239.6K | 0.03% | −19−1.3% | Reduced |
| Prospera Financial Services Inc | 1,448 | $239.8K | 0.01% | +1,448 | New |
| Virtue Capital Management, LLC | 1,451 | $240.1K | 0.04% | +1,451 | New |
| Columbia Trust Co 01012016 | 1,455 | $240.8K | 0.13% | +47+3.3% | Added |
| Riverwater Partners LLC | 1,462 | $241.9K | 0.21% | −227−13.4% | Reduced |
| RFG Advisory, LLC | 1,419 | $243.9K | 0.01% | −62−4.2% | Reduced |
| Mairs & Power Inc | 1,484 | $245.6K | 0.00% | +48+3.3% | Added |
| Cable Hill Partners, LLC | 1,485 | $245.7K | 0.04% | +1,485 | New |
| Flagship Harbor Advisors, LLC | 1,489 | $246.3K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,500 | $248.2K | 0.18% | +1,500 | New |
| Gryphon Financial Partners LLC | 1,509 | $249.8K | 0.06% | −53−3.4% | Reduced |
| Wesbanco Bank Inc | 1,508 | $250.0K | 0.01% | −22−1.4% | Reduced |
| Dillon & Associates Inc | 1,517 | $250.0K | 0.05% | −11−0.7% | Reduced |
| Patron Partners Advisors, LLC | 1,519 | $251.4K | 0.19% | +44+3.0% | Added |
| Fortis Capital Advisors, LLC | 1,525 | $252.4K | 0.15% | +1,525 | New |
| Prestige Wealth Management Group LLC | 1,526 | $252.5K | 0.07% | +90+6.3% | Added |
| Benjamin Edwards Inc | 1,528 | $253.0K | 0.07% | +129+9.2% | Added |
| Founders Financial Securities LLC | 1,534 | $253.8K | 0.04% | +1,534 | New |
| Independent Financial Group, LLC | 1,537 | $254.3K | 0.02% | +1,537 | New |
| GraniteShares Advisors LLC | 1,541 | $255.0K | 0.21% | −258−14.3% | Reduced |
| Detalus Advisors, LLC | 1,541 | $255.0K | 0.12% | +1,541 | New |
| Continuum Advisory, LLC | 1,550 | $256.5K | 0.05% | −98−5.9% | Reduced |
| Rockbridge Investment Management, LCC | 1,551 | $256.7K | 0.05% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,554 | $257.0K | 0.27% | +21+1.4% | Added |
| Bailard, Inc. | 1,555 | $257.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,564 | $258.9K | 0.01% | +1,564 | New |
| Voya Financial Advisors, Inc. | 1,553 | $259.0K | 0.03% | +40+2.6% | Added |
| Appleton Partners Inc | 1,569 | $260.0K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,575 | $260.6K | 0.09% | −100−6.0% | Reduced |
| Carret Asset Management, LLC | 1,580 | $261.0K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $261.5K | 0.06% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,572 | $262.2K | 0.14% | +4+0.3% | Added |
| Bank of the West | 1,586 | $262.5K | 0.03% | −225−12.4% | Reduced |
| Machina Capital S.A.S. | 1,600 | $264.8K | 0.49% | −2,151−57.3% | Reduced |
| Ledyard National Bank | 1,601 | $264.9K | 0.03% | −180−10.1% | Reduced |
| Resources Management Corp | 1,600 | $265.0K | 0.04% | −31−1.9% | Reduced |
| Empowered Funds, LLC | 1,602 | $265.1K | 0.02% | +1,602 | New |
| Palisades Hudson Asset Management, L.P. | 1,607 | $266.0K | 0.15% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,608 | $266.0K | 0.25% | +1,608 | New |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $266.3K | 0.16% | 00.0% | Unchanged |
| Optas, LLC | 1,637 | $270.9K | 0.11% | +18+1.1% | Added |