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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 20,839 | $3.45M | 0.17% | −360−1.7% | Reduced |
| Penserra Capital Management LLC | 20,975 | $3.47M | 0.08% | +18,562+769.2% | Added |
| CWM, LLC | 20,987 | $3.47M | 0.03% | +4,283+25.6% | Added |
| E. Ohman J:or Asset Management AB | 21,024 | $3.48M | 0.15% | −1,400−6.2% | Reduced |
| Millennium Management LLC | 21,142 | $3.50M | 0.00% | +18,792+799.7% | Added |
| Financial Engines Advisors L.L.C. | 21,281 | $3.52M | 0.01% | +732+3.6% | Added |
| Ritholtz Wealth Management | 21,385 | $3.54M | 0.20% | +2,831+15.3% | Added |
| Occudo Quantitative Strategies LP | 21,586 | $3.57M | 0.42% | +21,586 | New |
| Bleakley Financial Group, LLC | 21,710 | $3.59M | 0.13% | +21,710 | New |
| Becker Capital Management Inc | 21,917 | $3.63M | 0.17% | −1,320−5.7% | Reduced |
| Vetamer Capital Management, L.P. | 22,000 | $3.64M | 5.04% | −9,570−30.3% | Reduced |
| Ieq Capital, LLC | 22,503 | $3.72M | 0.10% | +1,661+8.0% | Added |
| SG Americas Securities, LLC | 22,676 | $3.75M | 0.06% | −281,626−92.5% | Reduced |
| Lafayette Investments, Inc. | 22,720 | $3.76M | 1.06% | −40−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 23,116 | $3.83M | 0.04% | +1,350+6.2% | Added |
| Norinchukin Bank, The | 23,271 | $3.85M | 0.08% | −5,730−19.8% | Reduced |
| Bokf, NA | 23,470 | $3.88M | 0.07% | +289+1.2% | Added |
| New Mexico Educational Retirement Board | 23,641 | $3.91M | 0.21% | −2,000−7.8% | Reduced |
| Girard Partners Ltd. | 23,699 | $3.92M | 0.44% | −1,701−6.7% | Reduced |
| AE Wealth Management LLC | 23,734 | $3.93M | 0.03% | +7,813+49.1% | Added |
| Oak Ridge Investments LLC | 23,741 | $3.93M | 0.59% | +892+3.9% | Added |
| Citizens Financial Group Inc | 24,675 | $4.08M | 0.16% | −860−3.4% | Reduced |
| Kestra Advisory Services, LLC | 24,821 | $4.11M | 0.04% | +8,896+55.9% | Added |
| Crestline Management, LP | 25,000 | $4.14M | 0.61% | −35,000−58.3% | Reduced |
| Capital Planning Advisors, LLC | 25,152 | $4.16M | 0.99% | +4,810+23.6% | Added |
| Commerce Bank | 25,462 | $4.21M | 0.03% | −62−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 25,561 | $4.23M | 0.21% | +5,535+27.6% | Added |
| Bonness Enterprises Inc | 25,700 | $4.25M | 2.00% | 00.0% | Unchanged |
| Alerus Financial NA | 25,749 | $4.26M | 0.39% | −4,902−16.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 26,143 | $4.33M | 0.12% | +248+1.0% | Added |
| Carnegie Capital Asset Management, LLC | 26,166 | $4.33M | 0.19% | +547+2.1% | Added |
| Icon Wealth Advisors, LLC | 26,236 | $4.34M | 0.50% | +83+0.3% | Added |
| Cetera Advisor Networks LLC | 26,275 | $4.35M | 0.04% | +17,351+194.4% | Added |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.47M | 0.72% | 00.0% | Unchanged |
| Harrington Investments, INC | 27,289 | $4.52M | 3.27% | +320+1.2% | Added |
| Two Sigma Investments, LP | 27,485 | $4.55M | 0.01% | +27,485 | New |
| Ninety One North America, Inc. | 27,826 | $4.60M | 0.23% | −12,086−30.3% | Reduced |
| Metropolitan Life Insurance Co | 27,943 | $4.62M | 0.21% | −1,122−3.9% | Reduced |
| Keybank National Association | 27,948 | $4.62M | 0.02% | +412+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 28,349 | $4.69M | 0.01% | −404−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 28,434 | $4.71M | 0.47% | −397−1.4% | Reduced |
| HBK Sorce Advisory LLC | 28,694 | $4.75M | 0.13% | +11,769+69.5% | Added |
| Kinneret Advisory, LLC | 29,181 | $4.83M | 0.64% | −20,583−41.4% | Reduced |
| Legacy Advisors, LLC | 29,198 | $4.83M | 0.88% | +5,174+21.5% | Added |
| Bishop Rock Capital, L.P. | 29,404 | $4.87M | 6.48% | −8,167−21.7% | Reduced |
| BNC Wealth Management, LLC | 29,408 | $4.87M | 2.88% | 00.0% | Unchanged |
| Synovus Financial Corp | 30,104 | $4.98M | 0.06% | +1,185+4.1% | Added |
| Northcape Capital Pty Ltd | 30,219 | $5.00M | 0.62% | −437−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 30,422 | $5.03M | 0.11% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 30,495 | $5.05M | 0.59% | +30,495 | New |
| Thrivent Financial for Lutherans | 31,184 | $5.16M | 0.01% | −265,056−89.5% | Reduced |
| Triasima Portfolio Management inc. | 31,440 | $5.20M | 0.40% | −110−0.3% | Reduced |
| Tredje AP-fonden | 31,485 | $5.21M | 0.09% | +10,844+52.5% | Added |
| Lido Advisors, LLC | 31,650 | $5.24M | 0.09% | +21,090+199.7% | Added |
| Compagnie Lombard Odier SCmA | 31,817 | $5.26M | 0.14% | +3,622+12.8% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 34,000 | $5.27M | 1.03% | −8,000−19.0% | Reduced |
| Louisiana State Employees Retirement System | 32,000 | $5.29M | 0.15% | +100+0.3% | Added |
| Duality Advisers, LP | 32,132 | $5.32M | 0.60% | +32,132 | New |
| Stokes Capital Advisors, LLC | 33,248 | $5.50M | 1.89% | +897+2.8% | Added |
| Natixis | 33,286 | $5.51M | 0.03% | −186,351−84.8% | Reduced |
| Tower View Investment Management & Research LLC | 33,449 | $5.54M | 3.87% | −527−1.6% | Reduced |
| JustInvest LLC | 33,600 | $5.56M | 0.23% | +1,305+4.0% | Added |
| Ipswich Investment Management Co., Inc. | 33,828 | $5.60M | 1.60% | −339−1.0% | Reduced |
| CTF Capital Management, LP | 34,000 | $5.63M | 3.32% | 00.0% | Unchanged |
| American Trust | 34,076 | $5.64M | 0.52% | −494−1.4% | Reduced |
| MML Investors Services, LLC | 34,271 | $5.67M | 0.04% | +7,176+26.5% | Added |
| Churchill Management Corp | 34,367 | $5.69M | 0.14% | −377−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 34,582 | $5.72M | 0.14% | −2,526−6.8% | Reduced |
| Aigen Investment Management, LP | 34,632 | $5.73M | 0.81% | +17,890+106.9% | Added |
| Auxier Asset Management | 34,714 | $5.74M | 0.99% | −45−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 62,345 | $5.77M | 0.02% | −1,181−1.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 35,242 | $5.83M | 0.66% | −745−2.1% | Reduced |
| Blair William & Co | 35,646 | $5.90M | 0.03% | −2,201−5.8% | Reduced |
| Hartford Investment Management Co | 35,927 | $5.95M | 0.18% | −11,543−24.3% | Reduced |
| Apollon Wealth Management, LLC | 36,129 | $5.98M | 0.42% | −55−0.2% | Reduced |
| Daiwa Securities Group Inc. | 36,134 | $5.98M | 0.05% | +1,286+3.7% | Added |
| Bennett Selby Investments LP | 36,459 | $6.03M | 4.52% | −97−0.3% | Reduced |
| Exencial Wealth Advisors, LLC | 36,966 | $6.12M | 0.33% | +5,321+16.8% | Added |
| Achmea Investment Management B.V. | 40,900 | $6.34M | 0.21% | +115+0.3% | Added |
| Elo Mutual Pension Insurance Co | 38,630 | $6.39M | 0.22% | +963+2.6% | Added |
| Running Oak Capital LLC | 38,864 | $6.43M | 1.89% | +2,848+7.9% | Added |
| Marks Group Wealth Management, Inc | 38,884 | $6.43M | 0.88% | +41+0.1% | Added |
| Maryland State Retirement & Pension System | 38,904 | $6.44M | 0.19% | +38,904 | New |
| Kentucky Retirement Systems | 39,234 | $6.49M | 0.26% | +172+0.4% | Added |
| Aptus Capital Advisors, LLC | 39,567 | $6.55M | 0.22% | +3,098+8.5% | Added |
| Andra AP-fonden | 39,800 | $6.59M | 0.20% | −7,200−15.3% | Reduced |
| Oregon Public Employees Retirement Fund | 40,162 | $6.65M | 0.09% | −35,677−47.0% | Reduced |
| Contravisory Investment Management, Inc. | 40,337 | $6.67M | 1.85% | +37,108+1,149.2% | Added |
| Prudential PLC | 40,391 | $6.68M | 0.08% | +11,365+39.2% | Added |
| Builder Investment Group Inc | 40,436 | $6.69M | 3.18% | +40,436 | New |
| Securian Asset Management, Inc | 41,401 | $6.85M | 0.19% | −200−0.5% | Reduced |
| Colony Group LLC | 41,613 | $6.89M | 0.10% | +4,457+12.0% | Added |
| FDx Advisors, Inc. | 41,865 | $6.93M | 0.30% | +2,556+6.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,413 | $6.95M | 0.09% | +40,413 | New |
| Hudson Valley Investment Advisors Inc | 42,241 | $6.99M | 1.06% | +820+2.0% | Added |
| Prospector Partners LLC | 43,630 | $7.22M | 0.99% | +38,430+739.0% | Added |
| Alaska Permanent Fund Corp | 43,656 | $7.22M | 0.12% | −190.0% | Reduced |
| Huntington National Bank | 43,863 | $7.26M | 0.08% | +201+0.5% | Added |
| British Columbia Investment Management Corp | 44,282 | $7.33M | 0.08% | −5,372−10.8% | Reduced |
| Stonegate Investment Group, LLC | 44,526 | $7.37M | 0.32% | −1,439−3.1% | Reduced |