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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 6,090 | $1.01M | 0.09% | +281+4.8% | Added |
| Cigna Investments Inc | 6,137 | $1.02M | 0.21% | −8−0.1% | Reduced |
| Gries Financial LLC | 6,210 | $1.03M | 0.34% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,217 | $1.03M | 0.11% | −1,016−14.0% | Reduced |
| Wilkins Investment Counsel Inc | 6,240 | $1.03M | 0.27% | −2,000−24.3% | Reduced |
| Quadrature Capital Ltd | 6,314 | $1.04M | 0.03% | −38,461−85.9% | Reduced |
| Canandaigua National Corp | 6,332 | $1.05M | 0.18% | −110−1.7% | Reduced |
| FORA Capital, LLC | 6,356 | $1.05M | 0.17% | −7,984−55.7% | Reduced |
| Essex Investment Management Co LLC | 6,399 | $1.06M | 0.16% | −230−3.5% | Reduced |
| Horizon Investments, LLC | 6,475 | $1.07M | 0.03% | −7,396−53.3% | Reduced |
| Pinnacle Associates Ltd | 6,491 | $1.07M | 0.02% | −101−1.5% | Reduced |
| Arden Trust Co | 6,496 | $1.07M | 0.22% | +2,478+61.7% | Added |
| Edgemoor Investment Advisors, Inc. | 6,509 | $1.08M | 0.13% | 00.0% | Unchanged |
| Citizens & Northern Corp | 6,558 | $1.09M | 0.45% | +116+1.8% | Added |
| Elmwood Wealth Management, Inc. | 6,573 | $1.09M | 0.55% | −40−0.6% | Reduced |
| Comerica Securities,inc. | 6,574 | $1.09M | 0.08% | +4,261+184.2% | Added |
| Missouri Trust & Investment Co | 6,583 | $1.09M | 0.65% | +685+11.6% | Added |
| Boyd Watterson Asset Management LLC | 6,588 | $1.09M | 0.45% | +443+7.2% | Added |
| Ameritas Investment Partners, Inc. | 6,339 | $1.10M | 0.04% | −153−2.4% | Reduced |
| KCS Wealth Advisory | 6,646 | $1.10M | 0.46% | −512−7.2% | Reduced |
| United Bank | 6,669 | $1.10M | 0.68% | −136−2.0% | Reduced |
| Qsemble Capital Management, LP | 6,700 | $1.11M | 0.77% | +6,700 | New |
| Peapack Gladstone Financial Corp | 6,713 | $1.11M | 0.02% | −220−3.2% | Reduced |
| AXS Investments LLC | 6,815 | $1.13M | 0.40% | +161+2.4% | Added |
| Clearstead Advisors, LLC | 6,898 | $1.14M | 0.09% | +118+1.7% | Added |
| Sustainable Insight Capital Management, LLC | 6,923 | $1.15M | 1.29% | +1,000+16.9% | Added |
| Kestra Private Wealth Services, LLC | 6,935 | $1.15M | 0.06% | −419−5.7% | Reduced |
| DoubleLine ETF Adviser LP | 6,997 | $1.16M | 0.59% | +6,997 | New |
| RCS Financial Planning, LLC | 7,153 | $1.18M | 1.15% | +7,153 | New |
| Wintrust Investments LLC | 7,264 | $1.20M | 0.16% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,309 | $1.21M | 0.04% | +7,309 | New |
| Smithfield Trust Co | 7,343 | $1.22M | 0.08% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,374 | $1.22M | 0.02% | +243+3.4% | Added |
| TrinityPoint Wealth, LLC | 7,438 | $1.23M | 0.28% | +18+0.2% | Added |
| TCTC Holdings, LLC | 7,496 | $1.24M | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 7,511 | $1.24M | 0.03% | −85−1.1% | Reduced |
| Qtron Investments LLC | 7,568 | $1.25M | 0.26% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,616 | $1.26M | 0.06% | +429+6.0% | Added |
| Summit Financial, LLC | 7,645 | $1.27M | 0.12% | −347−4.3% | Reduced |
| Lantz Financial LLC | 7,674 | $1.27M | 0.58% | +5,382+234.8% | Added |
| PFG Advisors | 7,732 | $1.28M | 0.13% | +50+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,734 | $1.28M | 0.02% | −600−7.2% | Reduced |
| Acrisure Capital Management, LLC | 7,757 | $1.28M | 1.42% | +7,757 | New |
| Tokio Marine Asset Management Co Ltd | 7,924 | $1.31M | 0.10% | +751+10.5% | Added |
| Banco Santander, S.A. | 8,072 | $1.34M | 0.02% | +420+5.5% | Added |
| MAI Capital Management | 8,150 | $1.35M | 0.02% | +1,664+25.7% | Added |
| Enterprise Bank & Trust Co | 8,158 | $1.35M | 0.64% | +20+0.2% | Added |
| Wealth Alliance | 8,204 | $1.36M | 0.24% | +2,392+41.2% | Added |
| DFPG Investments, LLC | 7,818 | $1.36M | 0.22% | +5,626+256.7% | Added |
| Quadrant Capital Group LLC | 8,233 | $1.36M | 0.15% | +1,403+20.5% | Added |
| Van Leeuwen & Company, LLC | 8,256 | $1.37M | 0.94% | +8,256 | New |
| LS Investment Advisors, LLC | 8,258 | $1.37M | 0.27% | −307−3.6% | Reduced |
| Wimmer Associates 1, LLC | 8,286 | $1.37M | 0.90% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,370 | $1.39M | 0.06% | −21,382−71.9% | Reduced |
| Evercore Wealth Management, LLC | 8,382 | $1.39M | 0.03% | +449+5.7% | Added |
| Signaturefd, LLC | 8,489 | $1.40M | 0.04% | +358+4.4% | Added |
| LMCG Investments, LLC | 8,501 | $1.41M | 0.10% | −475−5.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,503 | $1.41M | 0.61% | +8,503 | New |
| Bartlett & Co. Wealth Management LLC | 8,514 | $1.41M | 0.03% | −9−0.1% | Reduced |
| Bartlett & Co. LLC | 8,514 | $1.41M | 0.03% | −9−0.1% | Reduced |
| XTX Topco Ltd | 8,522 | $1.41M | 0.30% | +3,891+84.0% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.41M | 0.13% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 8,564 | $1.42M | 0.40% | +353+4.3% | Added |
| Cresset Asset Management, LLC | 9,934 | $1.44M | 0.02% | +3,278+49.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,733 | $1.45M | 0.21% | −15,641−64.2% | Reduced |
| Seeyond | 8,767 | $1.45M | 0.14% | +4,164+90.5% | Added |
| Capital Asset Advisory Services LLC | 8,766 | $1.46M | 0.12% | +608+7.5% | Added |
| Brighton Jones LLC | 8,837 | $1.46M | 0.09% | −1,196−11.9% | Reduced |
| RMR Wealth Builders | 8,842 | $1.46M | 0.33% | 00.0% | Unchanged |
| Veriti Management LLC | 8,873 | $1.47M | 0.19% | +20.0% | Added |
| Mission Wealth Management, LP | 8,967 | $1.48M | 0.07% | −62−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,968 | $1.48M | 0.01% | +511+6.0% | Added |
| GWM Advisors LLC | 13,531 | $1.51M | 0.04% | +907+7.2% | Added |
| Moneta Group Investment Advisors LLC | 8,726 | $1.53M | 0.04% | −504−5.5% | Reduced |
| Quantbot Technologies LP | 9,295 | $1.54M | 0.11% | −895−8.8% | Reduced |
| Chesley Taft & Associates LLC | 9,295 | $1.54M | 0.11% | −50−0.5% | Reduced |
| Park Avenue Securities LLC | 9,318 | $1.54M | 0.03% | +1,689+22.1% | Added |
| Grimes & Company, Inc. | 9,506 | $1.57M | 0.07% | −45−0.5% | Reduced |
| Holocene Advisors, LP | 9,517 | $1.57M | 0.01% | +9,517 | New |
| Pearl River Capital, LLC | 9,645 | $1.60M | 0.27% | −43−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,709 | $1.61M | 0.07% | −41−0.4% | Reduced |
| Walleye Trading LLC | 9,753 | $1.61M | 0.04% | +9,753 | New |
| Raymond James Trust N.A. | 9,783 | $1.62M | 0.05% | +1,984+25.4% | Added |
| Chatham Capital Group, Inc. | 9,810 | $1.62M | 0.38% | +975+11.0% | Added |
| Wealthcare Advisory Partners LLC | 9,875 | $1.63M | 0.08% | +559+6.0% | Added |
| Cary Street Partners Asset Management LLC | 9,970 | $1.65M | 0.33% | −69−0.7% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.65M | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 10,007 | $1.66M | 0.02% | +317+3.3% | Added |
| Advisory Services Network, LLC | 10,139 | $1.68M | 0.05% | +1,165+13.0% | Added |
| ExodusPoint Capital Management, LP | 10,162 | $1.68M | 0.03% | −14,828−59.3% | Reduced |
| Tealwood Asset Management Inc | 10,187 | $1.69M | 0.88% | −340−3.2% | Reduced |
| Teza Capital Management LLC | 10,226 | $1.69M | 0.32% | +879+9.4% | Added |
| Wetherby Asset Management Inc | 10,258 | $1.70M | 0.11% | +280+2.8% | Added |
| Delap Wealth Advisory, LLC | 10,311 | $1.71M | 1.78% | +10,311 | New |
| DuPont Capital Management Corp | 10,345 | $1.71M | 0.08% | −668−6.1% | Reduced |
| Accurate Wealth Management, LLC | 10,140 | $1.73M | 0.64% | −8,555−45.8% | Reduced |
| CIBC World Markets Inc. | 10,504 | $1.74M | 0.01% | +901+9.4% | Added |
| Diversified Trust Co | 10,509 | $1.74M | 0.07% | −1,238−10.5% | Reduced |
| Lincoln National Corp | 10,619 | $1.76M | 0.04% | −578−5.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,623 | $1.76M | 0.20% | +42+0.4% | Added |