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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 2,529 | $418.5K | 0.01% | +2,529 | New |
| Northeast Financial Consultants Inc | 2,560 | $423.6K | 0.03% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 2,563 | $424.1K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,204 | $425.0K | 0.01% | +296+6.0% | Added |
| Two Sigma Securities, LLC | 2,575 | $426.1K | 0.06% | +2,575 | New |
| Oversea-Chinese Banking CORP Ltd | 2,581 | $427.0K | 0.02% | +2,581 | New |
| Tobam | 2,585 | $428.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,600 | $430.2K | 0.01% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,609 | $431.7K | 0.26% | +423+19.4% | Added |
| Private Advisor Group, LLC | 13,860 | $432.2K | 0.02% | −888−6.0% | Reduced |
| Boston Research & Management Inc | 2,637 | $436.0K | 0.13% | +17+0.6% | Added |
| Deseret Mutual Benefit Administrators | 2,640 | $436.9K | 0.18% | −2,749−51.0% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $439.0K | 0.08% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,654 | $439.2K | 0.03% | +6+0.2% | Added |
| Israel Discount Bank of New York | 2,667 | $441.0K | 0.37% | −116−4.2% | Reduced |
| Stratos Wealth Advisors, LLC | 2,676 | $442.9K | 0.04% | +168+6.7% | Added |
| Sutton Wealth Advisors Inc. | 2,685 | $444.3K | 0.17% | −16−0.6% | Reduced |
| Davis R M Inc | 2,697 | $446.0K | 0.01% | +469+21.1% | Added |
| ASB Consultores, LLC | 2,699 | $446.6K | 0.18% | +33+1.2% | Added |
| Tower Bridge Advisors | 2,700 | $446.8K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,707 | $448.0K | 0.03% | −158−5.5% | Reduced |
| SRB Corp | 2,733 | $452.0K | 0.03% | +201+7.9% | Added |
| Atlas Private Wealth Management | 2,772 | $458.7K | 0.21% | +221+8.7% | Added |
| Stockman Wealth Management, Inc. | 2,791 | $461.9K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,822 | $467.0K | 0.17% | +35+1.3% | Added |
| Heritage Wealth Management, LLC | 2,826 | $467.6K | 0.07% | +1,448+105.1% | Added |
| Proficio Capital Partners LLC | 2,846 | $471.0K | 0.09% | +29+1.0% | Added |
| Stratos Wealth Partners, LTD. | 2,847 | $471.1K | 0.01% | −64−2.2% | Reduced |
| Twin Focus Capital Partners, LLC | 2,855 | $472.5K | 0.10% | −4−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,857 | $472.8K | 0.18% | +38+1.3% | Added |
| Kearns & Associates LLC | 2,860 | $473.3K | 0.50% | +2,860 | New |
| Geller Advisors LLC | 2,863 | $473.8K | 0.08% | +30+1.1% | Added |
| Graypoint LLC | 2,877 | $476.1K | 0.06% | −92−3.1% | Reduced |
| Bank of New Hampshire | 2,881 | $477.0K | 0.14% | −310−9.7% | Reduced |
| Wealthsource Partners, LLC | 2,894 | $478.9K | 0.03% | −44−1.5% | Reduced |
| Ruffer LLP | 2,900 | $481.6K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,927 | $484.4K | 0.03% | −75−2.5% | Reduced |
| Thrive Wealth Management, LLC | 2,932 | $485.1K | 0.14% | −886−23.2% | Reduced |
| Trust Co of Toledo NA | 2,934 | $486.0K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,943 | $487.0K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,961 | $490.0K | 0.04% | +50+1.7% | Added |
| Strategic Blueprint, LLC | 2,976 | $492.5K | 0.06% | −17−0.6% | Reduced |
| North Star Asset Management Inc | 3,026 | $500.7K | 0.03% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 3,044 | $503.7K | 0.35% | +3,044 | New |
| X-Square Capital, LLC | 3,048 | $504.0K | 0.29% | +121+4.1% | Added |
| 9258 Wealth Management, LLC | 3,050 | $504.7K | 0.11% | +1,251+69.5% | Added |
| Forum Financial Management, LP | 3,059 | $506.2K | 0.02% | +160+5.5% | Added |
| Asset Allocation & Management Company, LLC | 3,063 | $507.0K | 0.20% | +1,363+80.2% | Added |
| Roble, Belko & Company, Inc | 3,077 | $509.0K | 0.11% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,095 | $512.2K | 0.48% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,100 | $512.9K | 0.06% | +133+4.5% | Added |
| Waller Financial Planning Group, Inc | 3,113 | $515.1K | 0.15% | +11+0.4% | Added |
| Opus Capital Group, LLC | 3,119 | $516.0K | 0.10% | −120−3.7% | Reduced |
| Summit Global Investments | 3,133 | $518.0K | 0.04% | +21+0.7% | Added |
| Leavell Investment Management, Inc. | 3,150 | $521.0K | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,150 | $521.3K | 0.31% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,153 | $522.0K | 0.11% | +172+5.8% | Added |
| Shelton Capital Management | 3,158 | $522.6K | 0.06% | −2,700−46.1% | Reduced |
| Merit Financial Group, LLC | 3,166 | $523.9K | 0.02% | +3,166 | New |
| Eads & Heald Wealth Management | 3,180 | $526.0K | 0.27% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,190 | $527.9K | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,200 | $529.5K | 0.13% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 3,203 | $530.0K | 0.51% | +3,203 | New |
| Strid Group, LLC | 3,228 | $534.2K | 0.13% | +364+12.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $536.8K | 0.11% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $537.8K | 0.11% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,251 | $538.0K | 0.19% | −103−3.1% | Reduced |
| Abbrea Capital, LLC | 3,257 | $539.0K | 0.10% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 3,257 | $539.0K | 0.00% | −338−9.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,319 | $549.2K | 0.05% | 00.0% | Unchanged |
| Domani Wealth, LLC | 3,340 | $553.0K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,356 | $555.3K | 0.12% | +95+2.9% | Added |
| Atria Wealth Solutions, Inc. | 3,357 | $555.4K | 0.01% | +1,558+86.6% | Added |
| Kathmere Capital Management, LLC | 3,369 | $557.5K | 0.10% | +788+30.5% | Added |
| Valeo Financial Advisors, LLC | 3,369 | $557.5K | 0.03% | +1,408+71.8% | Added |
| Savant Capital, LLC | 3,392 | $561.3K | 0.01% | −51−1.5% | Reduced |
| Trustcore Financial Services, LLC | 3,395 | $561.8K | 0.05% | +67+2.0% | Added |
| Gyroscope Capital Management Group, LLC | 3,408 | $564.0K | 0.17% | −3−0.1% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,436 | $568.6K | 0.56% | −223−6.1% | Reduced |
| Allen Capital Group, LLC | 3,436 | $568.6K | 0.56% | +3,436 | New |
| Dakota Wealth Management | 3,454 | $571.5K | 0.04% | −383−10.0% | Reduced |
| Caldwell Trust Co | 3,456 | $571.9K | 0.08% | −388−10.1% | Reduced |
| Vise Technologies, Inc. | 3,461 | $572.7K | 0.18% | +1,182+51.9% | Added |
| Moors & Cabot, Inc. | 3,467 | $573.8K | 0.04% | +199+6.1% | Added |
| Sequoia Financial Advisors, LLC | 3,478 | $575.6K | 0.01% | +1,204+52.9% | Added |
| Noesis Capital Mangement Corp | 3,500 | $579.0K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $579.2K | 0.28% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,503 | $579.7K | 0.33% | −240−6.4% | Reduced |
| Ballentine Partners, LLC | 3,582 | $592.8K | 0.02% | −10.0% | Reduced |
| Ausdal Financial Partners, Inc. | 3,595 | $594.9K | 0.09% | +9+0.3% | Added |
| Paloma Partners Management Co | 3,637 | $601.9K | 0.13% | +2,534+229.7% | Added |
| Quantinno Capital Management LP | 3,638 | $602.0K | 0.04% | +948+35.2% | Added |
| Fulton Bank, N.A. | 3,640 | $603.0K | 0.03% | +921+33.9% | Added |
| KB Financial Partners, LLC | 3,673 | $608.0K | 0.21% | −120−3.2% | Reduced |
| Stephens Inc | 3,683 | $609.5K | 0.01% | +1,252+51.5% | Added |
| Avidian Wealth Solutions, LLC | 3,694 | $611.3K | 0.04% | −55−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 3,700 | $612.3K | 0.26% | +3,700 | New |
| Quantamental Technologies LLC | 3,714 | $614.6K | 0.28% | −3,017−44.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,716 | $614.9K | 0.11% | +553+17.5% | Added |
| Williams Jones Wealth Management, LLC. | 3,724 | $616.2K | 0.01% | −500−11.8% | Reduced |