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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 10,629 | $1.76M | 0.03% | +409+4.0% | Added |
| Hills Bank & Trust Co | 10,661 | $1.76M | 0.26% | +306+3.0% | Added |
| HNP Capital LLC | 10,679 | $1.77M | 0.49% | −7,935−42.6% | Reduced |
| Belpointe Asset Management LLC | 10,683 | $1.77M | 0.11% | −91−0.8% | Reduced |
| Pegasus Partners Ltd. | 10,795 | $1.79M | 0.29% | +2,103+24.2% | Added |
| Fayez Sarofim & Co | 10,814 | $1.79M | 0.01% | −10,400−49.0% | Reduced |
| Heritage Trust Co | 10,836 | $1.79M | 0.29% | −86−0.8% | Reduced |
| Red Cedar Investment Management, LLC | 10,840 | $1.79M | 0.28% | +682+6.7% | Added |
| Mach-1 Financial Group, Inc. | 10,896 | $1.80M | 0.84% | +10,878+60,433.3% | Added |
| Alpha DNA Investment Management LLC | 11,003 | $1.82M | 0.97% | +7,047+178.1% | Added |
| Vectors Research Management, LLC | 11,090 | $1.83M | 0.48% | −8,284−42.8% | Reduced |
| Engineers Gate Manager LP | 11,137 | $1.84M | 0.11% | −23,410−67.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,172 | $1.85M | 0.65% | −95−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 11,290 | $1.87M | 0.07% | +1,682+17.5% | Added |
| Venture Visionary Partners LLC | 11,293 | $1.87M | 0.14% | −854−7.0% | Reduced |
| Everence Capital Management Inc | 11,410 | $1.89M | 0.16% | +2,020+21.5% | Added |
| Ergoteles LLC | 11,416 | $1.89M | 0.07% | −4,952−30.3% | Reduced |
| Howland Capital Management LLC | 11,430 | $1.89M | 0.12% | +1,200+11.7% | Added |
| Icon Advisers Inc | 11,500 | $1.90M | 0.49% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 11,609 | $1.92M | 0.21% | −122−1.0% | Reduced |
| Point72 Middle East FZE | 11,736 | $1.94M | 0.15% | +11,736 | New |
| Toroso Investments, LLC | 11,758 | $1.95M | 0.07% | +5,238+80.3% | Added |
| Front Row Advisors LLC | 11,851 | $1.96M | 1.01% | −122−1.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,965 | $1.98M | 1.06% | +20.0% | Added |
| Union Heritage Capital, LLC | 12,000 | $1.99M | 1.21% | 00.0% | Unchanged |
| Private Trust Co NA | 12,199 | $2.02M | 0.30% | +121+1.0% | Added |
| Ascent Group, LLC | 12,311 | $2.04M | 0.24% | −30.0% | Reduced |
| Arabesque Asset Management Ltd | 12,392 | $2.05M | 0.69% | −271−2.1% | Reduced |
| Strategic Investment Advisors | 12,410 | $2.05M | 0.43% | +56+0.5% | Added |
| First National Trust Co | 12,435 | $2.06M | 0.11% | +162+1.3% | Added |
| Pensionfund Sabic | 12,700 | $2.10M | 0.68% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,719 | $2.10M | 0.23% | −519−3.9% | Reduced |
| Regions Financial Corp | 12,825 | $2.12M | 0.02% | −19−0.1% | Reduced |
| Hantz Financial Services, Inc. | 12,826 | $2.12M | 0.06% | +6,669+108.3% | Added |
| Sawtooth Solutions, LLC | 12,875 | $2.13M | 0.29% | −458−3.4% | Reduced |
| Two Sigma Advisers, LP | 12,900 | $2.13M | 0.01% | +8,600+200.0% | Added |
| Heritage Wealth Advisors | 13,251 | $2.19M | 0.13% | +337+2.6% | Added |
| Snowden Capital Advisors LLC | 13,255 | $2.19M | 0.09% | −109−0.8% | Reduced |
| Empirical Finance, LLC | 13,304 | $2.20M | 0.23% | +1,002+8.1% | Added |
| Miracle Mile Advisors, LLC | 13,363 | $2.21M | 0.08% | −17−0.1% | Reduced |
| Argent Trust Co | 13,546 | $2.24M | 0.15% | −51−0.4% | Reduced |
| NewEdge Wealth, LLC | 13,757 | $2.28M | 0.10% | +2,338+20.5% | Added |
| United Capital Financial Advisers, LLC | 13,907 | $2.30M | 0.01% | +593+4.5% | Added |
| Federated Hermes, Inc. | 13,942 | $2.31M | 0.01% | −814−5.5% | Reduced |
| Interval Partners, LP | 14,138 | $2.34M | 0.19% | +14,138 | New |
| Pitcairn Co | 14,158 | $2.34M | 0.23% | +258+1.9% | Added |
| Occidental Asset Management, LLC | 14,671 | $2.43M | 0.66% | +132+0.9% | Added |
| Balentine LLC | 14,824 | $2.45M | 0.09% | +870+6.2% | Added |
| Sowell Financial Services LLC | 14,838 | $2.46M | 0.16% | −424−2.8% | Reduced |
| Sumitomo Life Insurance Co | 15,077 | $2.50M | 0.18% | −4,558−23.2% | Reduced |
| WBI Investments | 15,091 | $2.50M | 0.54% | +15,091 | New |
| Gotham Asset Management, LLC | 15,102 | $2.50M | 0.07% | +12,225+424.9% | Added |
| Ronald Blue Trust, Inc. | 16,754 | $2.50M | 0.04% | +1,406+9.2% | Added |
| Bessemer Group Inc | 15,143 | $2.51M | 0.01% | −1,783−10.5% | Reduced |
| Beacon Pointe Advisors, LLC | 15,160 | $2.51M | 0.05% | +1,364+9.9% | Added |
| CX Institutional | 15,414 | $2.55M | 0.15% | +1,226+8.6% | Added |
| Te Ahumairangi Investment Management Ltd | 15,414 | $2.55M | 0.40% | −4,275−21.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,547 | $2.57M | 0.07% | −2,988−16.1% | Reduced |
| Freestone Capital Holdings, LLC | 15,667 | $2.59M | 0.12% | −382−2.4% | Reduced |
| Jump Financial, LLC | 15,791 | $2.61M | 0.14% | −92−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 15,853 | $2.62M | 0.11% | −29,567−65.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,865 | $2.63M | 0.04% | +10,676+205.7% | Added |
| D. E. Shaw & Co., Inc. | 16,181 | $2.68M | 0.00% | −107,166−86.9% | Reduced |
| Northwest Investment Counselors, LLC | 16,333 | $2.70M | 0.78% | −181−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,514 | $2.73M | 0.20% | +377+2.3% | Added |
| South Dakota Investment Council | 16,592 | $2.75M | 0.06% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 16,644 | $2.75M | 0.02% | −37,482−69.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,684 | $2.76M | 1.42% | +48+0.3% | Added |
| River Wealth Advisors LLC | 16,724 | $2.77M | 0.53% | −187−1.1% | Reduced |
| Magnetar Financial LLC | 16,733 | $2.77M | 0.05% | +8,171+95.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 16,918 | $2.80M | 0.13% | −886−5.0% | Reduced |
| Cetera Investment Advisers | 16,927 | $2.80M | 0.03% | +11,674+222.2% | Added |
| Olstein Capital Management, L.P. | 17,000 | $2.81M | 0.44% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 17,000 | $2.81M | 1.96% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 17,411 | $2.88M | 0.26% | +7,811+81.4% | Added |
| Lindenwold Advisors | 17,490 | $2.89M | 1.94% | +281+1.6% | Added |
| Sompo Asset Management Co., Ltd. | 17,770 | $2.94M | 0.67% | −1,850−9.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,883 | $2.96M | 0.26% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 17,921 | $2.97M | 0.26% | −19−0.1% | Reduced |
| Allstate Corp | 17,933 | $2.97M | 0.09% | +451+2.6% | Added |
| Allstate Investment Management Co | 17,933 | $2.97M | 0.09% | +17,933 | New |
| Annex Advisory Services, LLC | 18,076 | $2.99M | 0.17% | +12,520+225.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 18,334 | $3.03M | 0.32% | −345−1.8% | Reduced |
| Hartline Investment Corp | 18,339 | $3.03M | 0.69% | +18,339 | New |
| Marshall Wace, LLP | 18,422 | $3.05M | 0.01% | −181,484−90.8% | Reduced |
| LGT Group Foundation | 18,423 | $3.05M | 0.10% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 18,502 | $3.06M | 0.53% | −213−1.1% | Reduced |
| Welch & Forbes LLC | 18,734 | $3.10M | 0.06% | −2,711−12.6% | Reduced |
| Phoenix Holdings Ltd. | 18,751 | $3.11M | 0.06% | +617+3.4% | Added |
| Kames Capital plc | 18,957 | $3.14M | 0.06% | +2,077+12.3% | Added |
| PDT Partners, LLC | 19,418 | $3.21M | 0.52% | +19,418 | New |
| Parcion Private Wealth LLC | 19,445 | $3.22M | 0.35% | −687−3.4% | Reduced |
| United Services Automobile Association | 19,530 | $3.23M | 0.07% | 00.0% | Unchanged |
| MU Investments Co., Ltd. | 19,410 | $3.24M | 4.15% | −3,120−13.8% | Reduced |
| Advisor Partners II, LLC | 19,780 | $3.27M | 0.20% | +1,980+11.1% | Added |
| Souders Financial Advisors | 19,840 | $3.28M | 0.75% | +164+0.8% | Added |
| RBF Capital, LLC | 20,000 | $3.31M | 0.25% | 00.0% | Unchanged |
| Veritable, L.P. | 20,361 | $3.37M | 0.06% | +743+3.8% | Added |
| Essex LLC | 20,620 | $3.41M | 1.03% | +280+1.4% | Added |
| Zions Bancorporation, N.A. | 20,725 | $3.43M | 0.27% | +10,856+110.0% | Added |