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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 24,821 | $4.11M | 0.04% | +8,896+55.9% | Added |
| Citizens Financial Group Inc | 24,675 | $4.08M | 0.16% | −860−3.4% | Reduced |
| Oak Ridge Investments LLC | 23,741 | $3.93M | 0.59% | +892+3.9% | Added |
| AE Wealth Management LLC | 23,734 | $3.93M | 0.03% | +7,813+49.1% | Added |
| Girard Partners Ltd. | 23,699 | $3.92M | 0.44% | −1,701−6.7% | Reduced |
| New Mexico Educational Retirement Board | 23,641 | $3.91M | 0.21% | −2,000−7.8% | Reduced |
| Bokf, NA | 23,470 | $3.88M | 0.07% | +289+1.2% | Added |
| Norinchukin Bank, The | 23,271 | $3.85M | 0.08% | −5,730−19.8% | Reduced |
| Gamco Investors, Inc. Et Al | 23,116 | $3.83M | 0.04% | +1,350+6.2% | Added |
| Lafayette Investments, Inc. | 22,720 | $3.76M | 1.06% | −40−0.2% | Reduced |
| SG Americas Securities, LLC | 22,676 | $3.75M | 0.06% | −281,626−92.5% | Reduced |
| Ieq Capital, LLC | 22,503 | $3.72M | 0.10% | +1,661+8.0% | Added |
| Vetamer Capital Management, L.P. | 22,000 | $3.64M | 5.04% | −9,570−30.3% | Reduced |
| Becker Capital Management Inc | 21,917 | $3.63M | 0.17% | −1,320−5.7% | Reduced |
| Bleakley Financial Group, LLC | 21,710 | $3.59M | 0.13% | +21,710 | New |
| Occudo Quantitative Strategies LP | 21,586 | $3.57M | 0.42% | +21,586 | New |
| Ritholtz Wealth Management | 21,385 | $3.54M | 0.20% | +2,831+15.3% | Added |
| Financial Engines Advisors L.L.C. | 21,281 | $3.52M | 0.01% | +732+3.6% | Added |
| Millennium Management LLC | 21,142 | $3.50M | 0.00% | +18,792+799.7% | Added |
| E. Ohman J:or Asset Management AB | 21,024 | $3.48M | 0.15% | −1,400−6.2% | Reduced |
| CWM, LLC | 20,987 | $3.47M | 0.03% | +4,283+25.6% | Added |
| Penserra Capital Management LLC | 20,975 | $3.47M | 0.08% | +18,562+769.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,839 | $3.45M | 0.17% | −360−1.7% | Reduced |
| Zions Bancorporation, N.A. | 20,725 | $3.43M | 0.27% | +10,856+110.0% | Added |
| Essex LLC | 20,620 | $3.41M | 1.03% | +280+1.4% | Added |
| Veritable, L.P. | 20,361 | $3.37M | 0.06% | +743+3.8% | Added |
| RBF Capital, LLC | 20,000 | $3.31M | 0.25% | 00.0% | Unchanged |
| Souders Financial Advisors | 19,840 | $3.28M | 0.75% | +164+0.8% | Added |
| Advisor Partners II, LLC | 19,780 | $3.27M | 0.20% | +1,980+11.1% | Added |
| MU Investments Co., Ltd. | 19,410 | $3.24M | 4.15% | −3,120−13.8% | Reduced |
| United Services Automobile Association | 19,530 | $3.23M | 0.07% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 19,445 | $3.22M | 0.35% | −687−3.4% | Reduced |
| PDT Partners, LLC | 19,418 | $3.21M | 0.52% | +19,418 | New |
| Kames Capital plc | 18,957 | $3.14M | 0.06% | +2,077+12.3% | Added |
| Phoenix Holdings Ltd. | 18,751 | $3.11M | 0.06% | +617+3.4% | Added |
| Welch & Forbes LLC | 18,734 | $3.10M | 0.06% | −2,711−12.6% | Reduced |
| Mechanics Bank Trust Department | 18,502 | $3.06M | 0.53% | −213−1.1% | Reduced |
| LGT Group Foundation | 18,423 | $3.05M | 0.10% | 00.0% | Unchanged |
| Marshall Wace, LLP | 18,422 | $3.05M | 0.01% | −181,484−90.8% | Reduced |
| Hartline Investment Corp | 18,339 | $3.03M | 0.69% | +18,339 | New |
| Schaper Benz & Wise Investment Counsel Inc | 18,334 | $3.03M | 0.32% | −345−1.8% | Reduced |
| Annex Advisory Services, LLC | 18,076 | $2.99M | 0.17% | +12,520+225.3% | Added |
| 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 |
| Moody National Bank Trust Division | 17,921 | $2.97M | 0.26% | −19−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,883 | $2.96M | 0.26% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 17,770 | $2.94M | 0.67% | −1,850−9.4% | Reduced |
| Lindenwold Advisors | 17,490 | $2.89M | 1.94% | +281+1.6% | Added |
| Metis Global Partners, LLC | 17,411 | $2.88M | 0.26% | +7,811+81.4% | 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 |
| Cetera Investment Advisers | 16,927 | $2.80M | 0.03% | +11,674+222.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 16,918 | $2.80M | 0.13% | −886−5.0% | Reduced |
| Magnetar Financial LLC | 16,733 | $2.77M | 0.05% | +8,171+95.4% | Added |
| River Wealth Advisors LLC | 16,724 | $2.77M | 0.53% | −187−1.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,684 | $2.76M | 1.42% | +48+0.3% | Added |
| Cubist Systematic Strategies, LLC | 16,644 | $2.75M | 0.02% | −37,482−69.2% | Reduced |
| South Dakota Investment Council | 16,592 | $2.75M | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 16,514 | $2.73M | 0.20% | +377+2.3% | Added |
| Northwest Investment Counselors, LLC | 16,333 | $2.70M | 0.78% | −181−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 16,181 | $2.68M | 0.00% | −107,166−86.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,865 | $2.63M | 0.04% | +10,676+205.7% | Added |
| Tower Research Capital LLC (TRC) | 15,853 | $2.62M | 0.11% | −29,567−65.1% | Reduced |
| Jump Financial, LLC | 15,791 | $2.61M | 0.14% | −92−0.6% | Reduced |
| Freestone Capital Holdings, LLC | 15,667 | $2.59M | 0.12% | −382−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,547 | $2.57M | 0.07% | −2,988−16.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 15,414 | $2.55M | 0.40% | −4,275−21.7% | Reduced |
| CX Institutional | 15,414 | $2.55M | 0.15% | +1,226+8.6% | Added |
| Beacon Pointe Advisors, LLC | 15,160 | $2.51M | 0.05% | +1,364+9.9% | Added |
| Bessemer Group Inc | 15,143 | $2.51M | 0.01% | −1,783−10.5% | Reduced |
| Ronald Blue Trust, Inc. | 16,754 | $2.50M | 0.04% | +1,406+9.2% | Added |
| Gotham Asset Management, LLC | 15,102 | $2.50M | 0.07% | +12,225+424.9% | Added |
| WBI Investments | 15,091 | $2.50M | 0.54% | +15,091 | New |
| Sumitomo Life Insurance Co | 15,077 | $2.50M | 0.18% | −4,558−23.2% | Reduced |
| Sowell Financial Services LLC | 14,838 | $2.46M | 0.16% | −424−2.8% | Reduced |
| Balentine LLC | 14,824 | $2.45M | 0.09% | +870+6.2% | Added |
| Occidental Asset Management, LLC | 14,671 | $2.43M | 0.66% | +132+0.9% | Added |
| Pitcairn Co | 14,158 | $2.34M | 0.23% | +258+1.9% | Added |
| Interval Partners, LP | 14,138 | $2.34M | 0.19% | +14,138 | New |
| Federated Hermes, Inc. | 13,942 | $2.31M | 0.01% | −814−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 13,907 | $2.30M | 0.01% | +593+4.5% | Added |
| NewEdge Wealth, LLC | 13,757 | $2.28M | 0.10% | +2,338+20.5% | Added |
| Argent Trust Co | 13,546 | $2.24M | 0.15% | −51−0.4% | Reduced |
| Miracle Mile Advisors, LLC | 13,363 | $2.21M | 0.08% | −17−0.1% | Reduced |
| Empirical Finance, LLC | 13,304 | $2.20M | 0.23% | +1,002+8.1% | Added |
| Snowden Capital Advisors LLC | 13,255 | $2.19M | 0.09% | −109−0.8% | Reduced |
| Heritage Wealth Advisors | 13,251 | $2.19M | 0.13% | +337+2.6% | Added |
| Two Sigma Advisers, LP | 12,900 | $2.13M | 0.01% | +8,600+200.0% | Added |
| Sawtooth Solutions, LLC | 12,875 | $2.13M | 0.29% | −458−3.4% | 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 |
| Transcend Wealth Collective, LLC | 12,719 | $2.10M | 0.23% | −519−3.9% | Reduced |
| Pensionfund Sabic | 12,700 | $2.10M | 0.68% | 00.0% | Unchanged |
| First National Trust Co | 12,435 | $2.06M | 0.11% | +162+1.3% | Added |
| Strategic Investment Advisors | 12,410 | $2.05M | 0.43% | +56+0.5% | Added |
| Arabesque Asset Management Ltd | 12,392 | $2.05M | 0.69% | −271−2.1% | Reduced |
| Ascent Group, LLC | 12,311 | $2.04M | 0.24% | −30.0% | Reduced |
| Private Trust Co NA | 12,199 | $2.02M | 0.30% | +121+1.0% | Added |
| Union Heritage Capital, LLC | 12,000 | $1.99M | 1.21% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11,965 | $1.98M | 1.06% | +20.0% | Added |