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 |
|---|---|---|---|---|---|
| Norris Perne & French LLP | 1,650 | $273.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 1,654 | $273.7K | 0.04% | −100−5.7% | Reduced |
| Arete Wealth Advisors, LLC | 1,658 | $274.4K | 0.02% | −43−2.5% | Reduced |
| Sterling Group Wealth Management, LLC | 1,666 | $275.7K | 0.27% | +1,666 | New |
| Gsa Capital Partners LLP | 1,674 | $277.0K | 0.03% | −72−4.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,679 | $277.9K | 0.06% | +216+14.8% | Added |
| Meridian Wealth Advisors, LLC | 1,682 | $278.4K | 0.07% | −346−17.1% | Reduced |
| Jarislowsky, Fraser Ltd | 1,700 | $281.3K | 0.00% | −66−3.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,706 | $282.3K | 0.05% | −15−0.9% | Reduced |
| RKL Wealth Management LLC | 1,723 | $285.1K | 0.04% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,725 | $285.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,729 | $286.1K | 0.04% | −61−3.4% | Reduced |
| Nwam LLC | 1,729 | $286.1K | 0.03% | −158−8.4% | Reduced |
| Colonial River Wealth Management, LLC | 1,734 | $286.9K | 0.18% | +97+5.9% | Added |
| RDA Financial Network | 1,737 | $287.4K | 0.14% | +63+3.8% | Added |
| Putnam Investments LLC | 1,747 | $289.1K | 0.00% | −206−10.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,747 | $289.1K | 0.05% | +512+41.5% | Added |
| Alpha Financial Partners, LLC | 1,748 | $289.3K | 0.35% | +1,748 | New |
| Journey Strategic Wealth LLC | 1,754 | $290.3K | 0.03% | +1,754 | New |
| Cassady Schiller Wealth Management, LLC | 1,765 | $292.1K | 0.18% | −8−0.5% | Reduced |
| Edgestream Partners, L.P. | 1,794 | $296.9K | 0.03% | +1,794 | New |
| Litman Gregory Asset Management LLC | 1,800 | $297.9K | 0.04% | 00.0% | Unchanged |
| New Hampshire Trust | 1,803 | $298.4K | 0.08% | +1,803 | New |
| Parsons Capital Management Inc | 1,808 | $299.2K | 0.03% | −12−0.7% | Reduced |
| TFB Advisors LLC | 1,812 | $299.9K | 0.25% | +1,812 | New |
| Talisman Wealth Advisors LLC | 1,810 | $300.0K | 0.64% | +1,810 | New |
| Journey Advisory Group, LLC | 1,815 | $300.3K | 0.07% | −290−13.8% | Reduced |
| Integrated Wealth Concepts LLC | 1,834 | $303.0K | 0.01% | +18+1.0% | Added |
| Aaron Wealth Advisors | 1,833 | $303.3K | 0.04% | −768−29.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $304.8K | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,846 | $305.0K | 0.02% | +1,846 | New |
| SOA Wealth Advisors, LLC. | 1,857 | $307.2K | 0.08% | −5−0.3% | Reduced |
| Abner Herrman & Brock LLC | 1,863 | $308.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,861 | $308.0K | 0.01% | +18+1.0% | Added |
| Kinloch Capital, LLC | 1,877 | $311.0K | 0.18% | −30−1.6% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $311.3K | 0.16% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,885 | $311.9K | 0.09% | −121−6.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,882 | $312.0K | 0.04% | −45−2.3% | Reduced |
| First Capital Advisors Group, LLC. | 1,887 | $312.3K | 0.21% | −39−2.0% | Reduced |
| First Foundation Advisors | 1,891 | $312.9K | 0.01% | −192−9.2% | Reduced |
| Financial Advocates Investment Management | 1,894 | $313.4K | 0.02% | +1,894 | New |
| Westover Capital Advisors, LLC | 1,900 | $314.4K | 0.12% | −110−5.5% | Reduced |
| CKW Financial Group | 1,913 | $317.0K | 0.05% | +3+0.2% | Added |
| Willow Creek Wealth Management Inc. | 1,932 | $320.0K | 0.05% | −97−4.8% | Reduced |
| Brookstone Capital Management | 1,876 | $320.8K | 0.01% | +53+2.9% | Added |
| SeaCrest Wealth Management, LLC | 1,939 | $320.9K | 0.05% | +132+7.3% | Added |
| Mutual Advisors, LLC | 1,953 | $323.2K | 0.01% | +183+10.3% | Added |
| Congress Wealth Management LLC | 1,954 | $323.3K | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,957 | $324.0K | 0.03% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,960 | $324.3K | 0.05% | −50−2.5% | Reduced |
| Main Street Financial Solutions, LLC | 1,966 | $326.0K | 0.05% | +1,966 | New |
| Asset Management Resources, LLC | 1,976 | $327.0K | 0.35% | −37−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 1,980 | $327.7K | 0.02% | +236+13.5% | Added |
| Verition Fund Management LLC | 1,982 | $328.0K | 0.01% | −6,049−75.3% | Reduced |
| S&CO Inc | 2,000 | $330.0K | 0.03% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,008 | $332.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,035 | $336.8K | 0.02% | +2,035 | New |
| Alera Investment Advisors, LLC | 2,044 | $338.2K | 0.08% | −7−0.3% | Reduced |
| Park Place Capital Corp | 2,057 | $340.0K | 0.10% | +2,057 | New |
| Cipher Capital LP | 2,084 | $344.9K | 0.07% | +2,084 | New |
| Ambassador Advisors, LLC | 2,084 | $344.9K | 0.08% | +75+3.7% | Added |
| Axxcess Wealth Management, LLC | 2,096 | $346.8K | 0.03% | +134+6.8% | Added |
| Good Life Advisors, LLC | 2,097 | $347.0K | 0.05% | +2,097 | New |
| Exos TFP Holdings LLC | 2,102 | $347.8K | 0.10% | +557+36.1% | Added |
| Carolinas Wealth Consulting LLC | 2,121 | $351.0K | 0.08% | −21−1.0% | Reduced |
| Inscription Capital, LLC | 2,155 | $356.6K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,178 | $360.3K | 0.04% | −242−10.0% | Reduced |
| Gilbert & Cook, Inc. | 2,180 | $360.7K | 0.07% | 00.0% | Unchanged |
| Utah Peaks Capital Inc | 2,185 | $361.6K | 0.70% | +2,185 | New |
| Pendal Group Limited | 2,188 | $362.1K | 0.00% | +2,188 | New |
| Smith & Howard Wealth Management, LLC | 2,190 | $362.4K | 0.14% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,207 | $365.1K | 0.04% | −322−12.7% | Reduced |
| D'Orazio & Associates, Inc. | 2,208 | $365.4K | 0.09% | +117+5.6% | Added |
| Drake & Associates, LLC | 2,229 | $368.9K | 0.20% | +329+17.3% | Added |
| Bank of Nova Scotia Trust Co | 2,248 | $372.0K | 0.04% | −90−3.8% | Reduced |
| Pointe Capital Management LLC | 2,264 | $375.0K | 0.29% | 00.0% | Unchanged |
| Mirova | 2,289 | $378.8K | 0.06% | −265−10.4% | Reduced |
| NBT Bank N A | 2,302 | $380.9K | 0.06% | −575−20.0% | Reduced |
| Sigma Planning Corp | 2,306 | $381.7K | 0.01% | +31+1.4% | Added |
| InterOcean Capital Group, LLC | 2,320 | $383.9K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,324 | $384.6K | 0.05% | −4−0.2% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $390.4K | 0.23% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,644 | $394.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,390 | $396.0K | 0.18% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,420 | $400.5K | 0.16% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,427 | $401.6K | 0.33% | +2,427 | New |
| Aberdeen Wealth Management LLC | 2,436 | $403.1K | 0.30% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $404.6K | 0.07% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $405.9K | 0.05% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,454 | $406.1K | 0.02% | +299+13.9% | Added |
| AMG National Trust Bank | 2,458 | $406.8K | 0.01% | +274+12.5% | Added |
| AdvisorNet Financial, Inc | 2,465 | $407.9K | 0.04% | −459−15.7% | Reduced |
| Essex Financial Services, Inc. | 2,469 | $408.0K | 0.04% | −12−0.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,475 | $410.0K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 2,479 | $410.2K | 0.22% | +2,479 | New |
| Gladius Capital Management LP | 2,482 | $410.7K | 0.13% | −152−5.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,491 | $412.2K | 0.03% | +2,491 | New |
| Spartan Planning & Wealth Management | 2,494 | $412.7K | 0.51% | +1,073+75.5% | Added |
| Glassman Wealth Services | 2,519 | $416.8K | 0.08% | +62+2.5% | Added |
| Connectus Wealth, LLC | 2,527 | $418.2K | 0.01% | +2,527 | New |