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 |
|---|---|---|---|---|---|
| Advisors Preferred, LLC | 3,718 | $617.1K | 0.27% | +8+0.2% | Added |
| Hutchinson Capital Management | 3,735 | $618.1K | 0.16% | −51−1.3% | Reduced |
| Gofen & Glossberg LLC | 3,803 | $629.0K | 0.02% | +120+3.3% | Added |
| Leonteq Securities AG | 3,819 | $632.0K | 0.03% | +2,251+143.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,827 | $633.3K | 0.06% | −47−1.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,831 | $633.9K | 0.01% | +302+8.6% | Added |
| Global Retirement Partners, LLC | 3,834 | $634.5K | 0.04% | −104−2.6% | Reduced |
| National Asset Management, Inc. | 3,835 | $634.6K | 0.02% | +681+21.6% | Added |
| Hilltop Holdings Inc. | 3,843 | $635.9K | 0.08% | −104−2.6% | Reduced |
| Waypoint Capital Advisors, LLC | 3,873 | $640.9K | 0.22% | −41−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,887 | $643.2K | 0.06% | +84+2.2% | Added |
| PFS Investments Inc. | 3,901 | $646.0K | 0.01% | +2,103+117.0% | Added |
| Cullen/Frost Bankers, Inc. | 3,926 | $649.7K | 0.01% | +393+11.1% | Added |
| Matthew Goff Investment Advisor, LLC | 3,940 | $652.0K | 0.17% | 00.0% | Unchanged |
| Caxton Associates LP | 3,954 | $654.3K | 0.05% | +3,954 | New |
| Ellevest, Inc. | 3,973 | $657.5K | 0.06% | +581+17.1% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $666.6K | 0.07% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,035 | $667.7K | 0.59% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,082 | $675.5K | 0.07% | −3,771−48.0% | Reduced |
| McAdam, LLC | 3,912 | $680.0K | 0.07% | −27−0.7% | Reduced |
| VeraBank, N.A. | 4,113 | $680.6K | 0.34% | +12+0.3% | Added |
| Sonnipe Ltd | 4,140 | $685.1K | 0.13% | +4,140 | New |
| Banque Pictet & Cie SA | 4,148 | $686.4K | 0.01% | −254−5.8% | Reduced |
| Blueprint Investment Partners LLC | 4,179 | $691.5K | 0.15% | +1,941+86.7% | Added |
| Banque Cantonale Vaudoise | 4,214 | $697.0K | 0.04% | −13,947−76.8% | Reduced |
| Desjardins Global Asset Management Inc. | 4,215 | $697.0K | 0.11% | −20−0.5% | Reduced |
| Financial Counselors Inc | 4,314 | $714.0K | 0.02% | +277+6.9% | Added |
| West Family Investments, Inc. | 4,331 | $716.7K | 0.24% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,339 | $718.0K | 0.18% | +3+0.1% | Added |
| First Manhattan Co | 4,356 | $720.9K | 0.00% | +103+2.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,401 | $728.3K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,404 | $728.8K | 0.01% | −17,611−80.0% | Reduced |
| Amplius Wealth Advisors, LLC | 4,411 | $729.9K | 0.12% | −5−0.1% | Reduced |
| D.A. Davidson & Co. | 4,417 | $731.0K | 0.01% | +374+9.3% | Added |
| Gateway Investment Advisers LLC | 4,452 | $736.8K | 0.01% | +1,150+34.8% | Added |
| Quadrant Private Wealth Management, LLC | 4,458 | $737.7K | 0.25% | +4,458 | New |
| Boston Financial Mangement LLC | 4,484 | $742.0K | 0.03% | +802+21.8% | Added |
| Symmetry Partners, LLC | 4,505 | $745.0K | 0.04% | −655−12.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,532 | $750.0K | 0.11% | +35+0.8% | Added |
| Manchester Capital Management LLC | 4,581 | $758.1K | 0.11% | +1,854+68.0% | Added |
| EverSource Wealth Advisors, LLC | 4,654 | $770.2K | 0.12% | −1,601−25.6% | Reduced |
| Integrated Advisors Network LLC | 4,660 | $771.1K | 0.05% | −1,176−20.2% | Reduced |
| King Luther Capital Management Corp | 4,664 | $771.8K | 0.00% | −55−1.2% | Reduced |
| Donaldson Capital Management, LLC | 4,672 | $773.1K | 0.04% | +10.0% | Added |
| JGP Wealth Management, LLC | 4,673 | $773.3K | 0.14% | −5−0.1% | Reduced |
| Sentry Investment Management LLC | 4,679 | $774.0K | 0.34% | +1,302+38.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,683 | $774.9K | 0.36% | −965−17.1% | Reduced |
| Conning Inc. | 4,689 | $775.9K | 0.03% | −20−0.4% | Reduced |
| Toews Corp | 4,700 | $777.8K | 0.38% | −2,500−34.7% | Reduced |
| Beck Bode, LLC | 4,702 | $778.1K | 0.17% | +4,702 | New |
| Proequities, Inc. | 4,729 | $782.6K | 0.06% | +63+1.4% | Added |
| SRN Advisors, LLC | 4,777 | $790.5K | 0.78% | +4,777 | New |
| Ironwood Investment Counsel, LLC | 4,820 | $797.6K | 0.19% | −470−8.9% | Reduced |
| Oppenheimer & Co Inc | 4,843 | $801.4K | 0.02% | +80+1.7% | Added |
| Perigon Wealth Management, LLC | 4,892 | $809.6K | 0.05% | +1,892+63.1% | Added |
| AIA Group Ltd | 4,927 | $815.3K | 0.05% | +731+17.4% | Added |
| We Are One Seven, LLC | 4,942 | $817.9K | 0.08% | +919+22.8% | Added |
| Ashton Thomas Private Wealth, LLC | 4,952 | $819.5K | 0.08% | +4,952 | New |
| Wedmont Private Capital | 4,804 | $821.3K | 0.12% | +357+8.0% | Added |
| Stokes Family Office, LLC | 4,976 | $823.4K | 0.11% | +305+6.5% | Added |
| Virtus ETF Advisers LLC | 4,983 | $824.6K | 0.43% | +685+15.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,036 | $833.0K | 0.08% | −5,363−51.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,050 | $835.7K | 0.34% | −235−4.4% | Reduced |
| Prosperity Financial Group, Inc. | 5,070 | $839.0K | 0.91% | +5,070 | New |
| Meiji Yasuda Life Insurance Co | 5,135 | $850.0K | 0.02% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $859.0K | 0.54% | 00.0% | Unchanged |
| Regents of the University of California | 5,200 | $860.5K | 0.16% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 5,222 | $864.2K | 0.03% | +700+15.5% | Added |
| Capital Investment Advisors, LLC | 5,359 | $887.0K | 0.03% | −260−4.6% | Reduced |
| Kingsview Wealth Management, LLC | 5,370 | $888.6K | 0.04% | −476−8.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,373 | $889.1K | 0.03% | −39−0.7% | Reduced |
| James Hambro & Partners | 5,399 | $893.7K | 0.07% | +1,909+54.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,435 | $899.4K | 0.11% | +1,665+44.2% | Added |
| Fund Management at Engine No. 1 LLC | 5,460 | $903.5K | 0.22% | +662+13.8% | Added |
| Norway Savings Bank | 5,472 | $905.5K | 0.46% | +125+2.3% | Added |
| Dover Advisors, LLC | 5,530 | $915.1K | 0.99% | +5,530 | New |
| Aries Wealth Management | 5,536 | $916.1K | 0.39% | −375−6.3% | Reduced |
| SFMG, LLC | 5,545 | $917.6K | 0.10% | −21−0.4% | Reduced |
| Profund Advisors LLC | 5,604 | $927.4K | 0.06% | +32+0.6% | Added |
| Venturi Wealth Management, LLC | 5,635 | $932.4K | 0.08% | −58−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 5,651 | $935.1K | 0.01% | +2,030+56.1% | Added |
| Allred Capital Management, LLC | 5,659 | $936.5K | 0.51% | −20.0% | Reduced |
| Trust Asset Management LLC | 5,666 | $937.6K | 0.12% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,675 | $939.1K | 0.02% | +1,134+25.0% | Added |
| Boltwood Capital Management | 5,710 | $944.9K | 0.38% | −77−1.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,711 | $945.0K | 0.38% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,745 | $950.7K | 0.12% | +5,745 | New |
| Marshall Financial Group LLC | 5,749 | $951.3K | 0.37% | +569+11.0% | Added |
| Charter Trust Co | 5,771 | $955.0K | 0.08% | −50−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 5,772 | $955.1K | 0.07% | +94+1.7% | Added |
| SkyView Investment Advisors, LLC | 5,784 | $957.0K | 0.29% | −160−2.7% | Reduced |
| Parallel Advisors, LLC | 5,809 | $961.3K | 0.04% | +230+4.1% | Added |
| Cetera Advisors LLC | 5,843 | $967.0K | 0.02% | +3,254+125.7% | Added |
| West Paces Advisors Inc. | 5,896 | $975.7K | 0.31% | −39−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,914 | $979.0K | 0.03% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,964 | $986.9K | 0.01% | +1,108+22.8% | Added |
| CAPROCK Group, Inc. | 5,969 | $987.9K | 0.09% | +346+6.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,971 | $988.1K | 0.18% | +1,233+26.0% | Added |
| Douglas Lane & Associates, LLC | 6,053 | $1.00M | 0.02% | −143−2.3% | Reduced |
| US Asset Management LLC | 6,068 | $1.00M | 1.08% | +6,068 | New |