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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,076 | $9.78M | 0.20% | −758−1.3% | Reduced |
| Calamos Wealth Management LLC | 58,560 | $9.69M | 0.76% | −431−0.7% | Reduced |
| Nissay Asset Management Corp | 58,548 | $9.69M | 0.09% | −18,013−23.5% | Reduced |
| Ethic Inc. | 58,415 | $9.67M | 0.52% | +4,848+9.1% | Added |
| Czech National Bank | 58,064 | $9.61M | 0.26% | +71+0.1% | Added |
| West Coast Financial LLC | 57,876 | $9.58M | 1.62% | +24,857+75.3% | Added |
| Atria Investments LLC | 56,699 | $9.38M | 0.19% | +3,061+5.7% | Added |
| Scotia Capital Inc. | 56,691 | $9.38M | 0.07% | −2,183−3.7% | Reduced |
| Rockefeller Capital Management L.P. | 55,830 | $9.24M | 0.05% | +2,055+3.8% | Added |
| Tiaa, FSB | 55,491 | $9.18M | 0.04% | +454+0.8% | Added |
| Foyston, Gordon, & Payne Inc | 54,646 | $9.04M | 2.50% | −10,926−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 53,962 | $8.93M | 0.35% | +1,354+2.6% | Added |
| Vontobel Holding Ltd. | 52,737 | $8.68M | 0.09% | −15,411−22.6% | Reduced |
| Brinker Capital Investments, LLC | 51,922 | $8.59M | 0.17% | −6,885−11.7% | Reduced |
| SYSTM Wealth Solutions LLC | 50,884 | $8.42M | 1.05% | +50,884 | New |
| Washington Trust Bank | 50,868 | $8.42M | 0.95% | −1,360−2.6% | Reduced |
| Meeder Asset Management Inc | 50,412 | $8.34M | 0.73% | −23,615−31.9% | Reduced |
| Mercer Global Advisors Inc | 49,894 | $8.26M | 0.04% | +3,316+7.1% | Added |
| TD Waterhouse Canada Inc. | 40,681 | $8.16M | 0.09% | −3,109−7.1% | Reduced |
| PGGM Investments | 47,689 | $7.89M | 0.14% | −5,424−10.2% | Reduced |
| Jane Street Group, LLC | 46,946 | $7.77M | 0.01% | +4,010+9.3% | Added |
| Bell Asset Management Ltd | 46,168 | $7.64M | 1.43% | −410−0.9% | Reduced |
| Vestcor Inc | 44,588 | $7.38M | 0.27% | +150.0% | Added |
| Stonegate Investment Group, LLC | 44,526 | $7.37M | 0.32% | −1,439−3.1% | Reduced |
| British Columbia Investment Management Corp | 44,282 | $7.33M | 0.08% | −5,372−10.8% | Reduced |
| Huntington National Bank | 43,863 | $7.26M | 0.08% | +201+0.5% | Added |
| Alaska Permanent Fund Corp | 43,656 | $7.22M | 0.12% | −190.0% | Reduced |
| Prospector Partners LLC | 43,630 | $7.22M | 0.99% | +38,430+739.0% | Added |
| Hudson Valley Investment Advisors Inc | 42,241 | $6.99M | 1.06% | +820+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,413 | $6.95M | 0.09% | +40,413 | New |
| FDx Advisors, Inc. | 41,865 | $6.93M | 0.30% | +2,556+6.5% | Added |
| Colony Group LLC | 41,613 | $6.89M | 0.10% | +4,457+12.0% | Added |
| Securian Asset Management, Inc | 41,401 | $6.85M | 0.19% | −200−0.5% | Reduced |
| Builder Investment Group Inc | 40,436 | $6.69M | 3.18% | +40,436 | New |
| Prudential PLC | 40,391 | $6.68M | 0.08% | +11,365+39.2% | Added |
| Contravisory Investment Management, Inc. | 40,337 | $6.67M | 1.85% | +37,108+1,149.2% | Added |
| Oregon Public Employees Retirement Fund | 40,162 | $6.65M | 0.09% | −35,677−47.0% | Reduced |
| Andra AP-fonden | 39,800 | $6.59M | 0.20% | −7,200−15.3% | Reduced |
| Aptus Capital Advisors, LLC | 39,567 | $6.55M | 0.22% | +3,098+8.5% | Added |
| Kentucky Retirement Systems | 39,234 | $6.49M | 0.26% | +172+0.4% | Added |
| Maryland State Retirement & Pension System | 38,904 | $6.44M | 0.19% | +38,904 | New |
| Marks Group Wealth Management, Inc | 38,884 | $6.43M | 0.88% | +41+0.1% | Added |
| Running Oak Capital LLC | 38,864 | $6.43M | 1.89% | +2,848+7.9% | Added |
| Elo Mutual Pension Insurance Co | 38,630 | $6.39M | 0.22% | +963+2.6% | Added |
| Achmea Investment Management B.V. | 40,900 | $6.34M | 0.21% | +115+0.3% | Added |
| Exencial Wealth Advisors, LLC | 36,966 | $6.12M | 0.33% | +5,321+16.8% | Added |
| Bennett Selby Investments LP | 36,459 | $6.03M | 4.52% | −97−0.3% | Reduced |
| Daiwa Securities Group Inc. | 36,134 | $5.98M | 0.05% | +1,286+3.7% | Added |
| Apollon Wealth Management, LLC | 36,129 | $5.98M | 0.42% | −55−0.2% | Reduced |
| Hartford Investment Management Co | 35,927 | $5.95M | 0.18% | −11,543−24.3% | Reduced |
| Blair William & Co | 35,646 | $5.90M | 0.03% | −2,201−5.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 35,242 | $5.83M | 0.66% | −745−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 62,345 | $5.77M | 0.02% | −1,181−1.9% | Reduced |
| Auxier Asset Management | 34,714 | $5.74M | 0.99% | −45−0.1% | Reduced |
| Aigen Investment Management, LP | 34,632 | $5.73M | 0.81% | +17,890+106.9% | Added |
| Crossmark Global Holdings, Inc. | 34,582 | $5.72M | 0.14% | −2,526−6.8% | Reduced |
| Churchill Management Corp | 34,367 | $5.69M | 0.14% | −377−1.1% | Reduced |
| MML Investors Services, LLC | 34,271 | $5.67M | 0.04% | +7,176+26.5% | Added |
| American Trust | 34,076 | $5.64M | 0.52% | −494−1.4% | Reduced |
| CTF Capital Management, LP | 34,000 | $5.63M | 3.32% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 33,828 | $5.60M | 1.60% | −339−1.0% | Reduced |
| JustInvest LLC | 33,600 | $5.56M | 0.23% | +1,305+4.0% | Added |
| Tower View Investment Management & Research LLC | 33,449 | $5.54M | 3.87% | −527−1.6% | Reduced |
| Natixis | 33,286 | $5.51M | 0.03% | −186,351−84.8% | Reduced |
| Stokes Capital Advisors, LLC | 33,248 | $5.50M | 1.89% | +897+2.8% | Added |
| Duality Advisers, LP | 32,132 | $5.32M | 0.60% | +32,132 | New |
| Louisiana State Employees Retirement System | 32,000 | $5.29M | 0.15% | +100+0.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 34,000 | $5.27M | 1.03% | −8,000−19.0% | Reduced |
| Compagnie Lombard Odier SCmA | 31,817 | $5.26M | 0.14% | +3,622+12.8% | Added |
| Lido Advisors, LLC | 31,650 | $5.24M | 0.09% | +21,090+199.7% | Added |
| Tredje AP-fonden | 31,485 | $5.21M | 0.09% | +10,844+52.5% | Added |
| Triasima Portfolio Management inc. | 31,440 | $5.20M | 0.40% | −110−0.3% | Reduced |
| Thrivent Financial for Lutherans | 31,184 | $5.16M | 0.01% | −265,056−89.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 30,495 | $5.05M | 0.59% | +30,495 | New |
| Illinois Municipal Retirement Fund | 30,422 | $5.03M | 0.11% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 30,219 | $5.00M | 0.62% | −437−1.4% | Reduced |
| Synovus Financial Corp | 30,104 | $4.98M | 0.06% | +1,185+4.1% | Added |
| BNC Wealth Management, LLC | 29,408 | $4.87M | 2.88% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 29,404 | $4.87M | 6.48% | −8,167−21.7% | Reduced |
| Legacy Advisors, LLC | 29,198 | $4.83M | 0.88% | +5,174+21.5% | Added |
| Kinneret Advisory, LLC | 29,181 | $4.83M | 0.64% | −20,583−41.4% | Reduced |
| HBK Sorce Advisory LLC | 28,694 | $4.75M | 0.13% | +11,769+69.5% | Added |
| Siemens Fonds Invest GmbH | 28,434 | $4.71M | 0.47% | −397−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 28,349 | $4.69M | 0.01% | −404−1.4% | Reduced |
| Keybank National Association | 27,948 | $4.62M | 0.02% | +412+1.5% | Added |
| Metropolitan Life Insurance Co | 27,943 | $4.62M | 0.21% | −1,122−3.9% | Reduced |
| Ninety One North America, Inc. | 27,826 | $4.60M | 0.23% | −12,086−30.3% | Reduced |
| Two Sigma Investments, LP | 27,485 | $4.55M | 0.01% | +27,485 | New |
| Harrington Investments, INC | 27,289 | $4.52M | 3.27% | +320+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 27,000 | $4.47M | 0.72% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 26,275 | $4.35M | 0.04% | +17,351+194.4% | Added |
| Icon Wealth Advisors, LLC | 26,236 | $4.34M | 0.50% | +83+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 26,166 | $4.33M | 0.19% | +547+2.1% | Added |
| Industrial Alliance Investment Management Inc. | 26,143 | $4.33M | 0.12% | +248+1.0% | Added |
| Alerus Financial NA | 25,749 | $4.26M | 0.39% | −4,902−16.0% | Reduced |
| Bonness Enterprises Inc | 25,700 | $4.25M | 2.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 25,561 | $4.23M | 0.21% | +5,535+27.6% | Added |
| Commerce Bank | 25,462 | $4.21M | 0.03% | −62−0.2% | Reduced |
| Capital Planning Advisors, LLC | 25,152 | $4.16M | 0.99% | +4,810+23.6% | Added |
| Crestline Management, LP | 25,000 | $4.14M | 0.61% | −35,000−58.3% | Reduced |