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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 11,851 | $1.96M | 1.01% | −122−1.0% | Reduced |
| Toroso Investments, LLC | 11,758 | $1.95M | 0.07% | +5,238+80.3% | Added |
| Point72 Middle East FZE | 11,736 | $1.94M | 0.15% | +11,736 | New |
| WSFS Capital Management, LLC | 11,609 | $1.92M | 0.21% | −122−1.0% | Reduced |
| Icon Advisers Inc | 11,500 | $1.90M | 0.49% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,430 | $1.89M | 0.12% | +1,200+11.7% | Added |
| Ergoteles LLC | 11,416 | $1.89M | 0.07% | −4,952−30.3% | Reduced |
| Everence Capital Management Inc | 11,410 | $1.89M | 0.16% | +2,020+21.5% | Added |
| Venture Visionary Partners LLC | 11,293 | $1.87M | 0.14% | −854−7.0% | Reduced |
| Orion Portfolio Solutions, LLC | 11,290 | $1.87M | 0.07% | +1,682+17.5% | Added |
| Dumont & Blake Investment Advisors LLC | 11,172 | $1.85M | 0.65% | −95−0.8% | Reduced |
| Engineers Gate Manager LP | 11,137 | $1.84M | 0.11% | −23,410−67.8% | Reduced |
| Vectors Research Management, LLC | 11,090 | $1.83M | 0.48% | −8,284−42.8% | Reduced |
| Alpha DNA Investment Management LLC | 11,003 | $1.82M | 0.97% | +7,047+178.1% | Added |
| Mach-1 Financial Group, Inc. | 10,896 | $1.80M | 0.84% | +10,878+60,433.3% | Added |
| Red Cedar Investment Management, LLC | 10,840 | $1.79M | 0.28% | +682+6.7% | Added |
| Heritage Trust Co | 10,836 | $1.79M | 0.29% | −86−0.8% | Reduced |
| Fayez Sarofim & Co | 10,814 | $1.79M | 0.01% | −10,400−49.0% | Reduced |
| Pegasus Partners Ltd. | 10,795 | $1.79M | 0.29% | +2,103+24.2% | Added |
| Belpointe Asset Management LLC | 10,683 | $1.77M | 0.11% | −91−0.8% | Reduced |
| HNP Capital LLC | 10,679 | $1.77M | 0.49% | −7,935−42.6% | Reduced |
| Hills Bank & Trust Co | 10,661 | $1.76M | 0.26% | +306+3.0% | Added |
| Fiduciary Trust Co | 10,629 | $1.76M | 0.03% | +409+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 10,623 | $1.76M | 0.20% | +42+0.4% | Added |
| Lincoln National Corp | 10,619 | $1.76M | 0.04% | −578−5.2% | Reduced |
| Diversified Trust Co | 10,509 | $1.74M | 0.07% | −1,238−10.5% | Reduced |
| CIBC World Markets Inc. | 10,504 | $1.74M | 0.01% | +901+9.4% | Added |
| Accurate Wealth Management, LLC | 10,140 | $1.73M | 0.64% | −8,555−45.8% | Reduced |
| DuPont Capital Management Corp | 10,345 | $1.71M | 0.08% | −668−6.1% | Reduced |
| Delap Wealth Advisory, LLC | 10,311 | $1.71M | 1.78% | +10,311 | New |
| Wetherby Asset Management Inc | 10,258 | $1.70M | 0.11% | +280+2.8% | Added |
| Teza Capital Management LLC | 10,226 | $1.69M | 0.32% | +879+9.4% | Added |
| Tealwood Asset Management Inc | 10,187 | $1.69M | 0.88% | −340−3.2% | Reduced |
| ExodusPoint Capital Management, LP | 10,162 | $1.68M | 0.03% | −14,828−59.3% | Reduced |
| Advisory Services Network, LLC | 10,139 | $1.68M | 0.05% | +1,165+13.0% | Added |
| Greenleaf Trust | 10,007 | $1.66M | 0.02% | +317+3.3% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.65M | 0.08% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 9,970 | $1.65M | 0.33% | −69−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 9,875 | $1.63M | 0.08% | +559+6.0% | Added |
| Chatham Capital Group, Inc. | 9,810 | $1.62M | 0.38% | +975+11.0% | Added |
| Raymond James Trust N.A. | 9,783 | $1.62M | 0.05% | +1,984+25.4% | Added |
| Walleye Trading LLC | 9,753 | $1.61M | 0.04% | +9,753 | New |
| Clifford Swan Investment Counsel LLC | 9,709 | $1.61M | 0.07% | −41−0.4% | Reduced |
| Pearl River Capital, LLC | 9,645 | $1.60M | 0.27% | −43−0.4% | Reduced |
| Holocene Advisors, LP | 9,517 | $1.57M | 0.01% | +9,517 | New |
| Grimes & Company, Inc. | 9,506 | $1.57M | 0.07% | −45−0.5% | Reduced |
| Park Avenue Securities LLC | 9,318 | $1.54M | 0.03% | +1,689+22.1% | Added |
| 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 |
| Moneta Group Investment Advisors LLC | 8,726 | $1.53M | 0.04% | −504−5.5% | Reduced |
| GWM Advisors LLC | 13,531 | $1.51M | 0.04% | +907+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,968 | $1.48M | 0.01% | +511+6.0% | Added |
| Mission Wealth Management, LP | 8,967 | $1.48M | 0.07% | −62−0.7% | Reduced |
| Veriti Management LLC | 8,873 | $1.47M | 0.19% | +20.0% | Added |
| RMR Wealth Builders | 8,842 | $1.46M | 0.33% | 00.0% | Unchanged |
| Brighton Jones LLC | 8,837 | $1.46M | 0.09% | −1,196−11.9% | Reduced |
| Capital Asset Advisory Services LLC | 8,766 | $1.46M | 0.12% | +608+7.5% | Added |
| Seeyond | 8,767 | $1.45M | 0.14% | +4,164+90.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,733 | $1.45M | 0.21% | −15,641−64.2% | Reduced |
| Cresset Asset Management, LLC | 9,934 | $1.44M | 0.02% | +3,278+49.2% | Added |
| Relyea Zuckerberg Hanson LLC | 8,564 | $1.42M | 0.40% | +353+4.3% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.41M | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,522 | $1.41M | 0.30% | +3,891+84.0% | Added |
| Bartlett & Co. LLC | 8,514 | $1.41M | 0.03% | −9−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,514 | $1.41M | 0.03% | −9−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,503 | $1.41M | 0.61% | +8,503 | New |
| LMCG Investments, LLC | 8,501 | $1.41M | 0.10% | −475−5.3% | Reduced |
| Signaturefd, LLC | 8,489 | $1.40M | 0.04% | +358+4.4% | Added |
| Evercore Wealth Management, LLC | 8,382 | $1.39M | 0.03% | +449+5.7% | Added |
| Shell Asset Management Co | 8,370 | $1.39M | 0.06% | −21,382−71.9% | Reduced |
| Wimmer Associates 1, LLC | 8,286 | $1.37M | 0.90% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 8,258 | $1.37M | 0.27% | −307−3.6% | Reduced |
| Van Leeuwen & Company, LLC | 8,256 | $1.37M | 0.94% | +8,256 | New |
| Quadrant Capital Group LLC | 8,233 | $1.36M | 0.15% | +1,403+20.5% | Added |
| DFPG Investments, LLC | 7,818 | $1.36M | 0.22% | +5,626+256.7% | Added |
| Wealth Alliance | 8,204 | $1.36M | 0.24% | +2,392+41.2% | Added |
| Enterprise Bank & Trust Co | 8,158 | $1.35M | 0.64% | +20+0.2% | Added |
| MAI Capital Management | 8,150 | $1.35M | 0.02% | +1,664+25.7% | Added |
| Banco Santander, S.A. | 8,072 | $1.34M | 0.02% | +420+5.5% | Added |
| Tokio Marine Asset Management Co Ltd | 7,924 | $1.31M | 0.10% | +751+10.5% | Added |
| Acrisure Capital Management, LLC | 7,757 | $1.28M | 1.42% | +7,757 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,734 | $1.28M | 0.02% | −600−7.2% | Reduced |
| PFG Advisors | 7,732 | $1.28M | 0.13% | +50+0.7% | Added |
| Lantz Financial LLC | 7,674 | $1.27M | 0.58% | +5,382+234.8% | Added |
| Summit Financial, LLC | 7,645 | $1.27M | 0.12% | −347−4.3% | Reduced |
| TD Private Client Wealth LLC | 7,616 | $1.26M | 0.06% | +429+6.0% | Added |
| Qtron Investments LLC | 7,568 | $1.25M | 0.26% | 00.0% | Unchanged |
| HM Payson & Co | 7,511 | $1.24M | 0.03% | −85−1.1% | Reduced |
| TCTC Holdings, LLC | 7,496 | $1.24M | 0.05% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,438 | $1.23M | 0.28% | +18+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 7,374 | $1.22M | 0.02% | +243+3.4% | Added |
| Smithfield Trust Co | 7,343 | $1.22M | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,309 | $1.21M | 0.04% | +7,309 | New |
| Wintrust Investments LLC | 7,264 | $1.20M | 0.16% | 00.0% | Unchanged |
| RCS Financial Planning, LLC | 7,153 | $1.18M | 1.15% | +7,153 | New |
| DoubleLine ETF Adviser LP | 6,997 | $1.16M | 0.59% | +6,997 | New |
| Kestra Private Wealth Services, LLC | 6,935 | $1.15M | 0.06% | −419−5.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 6,923 | $1.15M | 1.29% | +1,000+16.9% | Added |
| Clearstead Advisors, LLC | 6,898 | $1.14M | 0.09% | +118+1.7% | Added |
| AXS Investments LLC | 6,815 | $1.13M | 0.40% | +161+2.4% | Added |