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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 6,713 | $1.11M | 0.02% | −220−3.2% | Reduced |
| Qsemble Capital Management, LP | 6,700 | $1.11M | 0.77% | +6,700 | New |
| United Bank | 6,669 | $1.10M | 0.68% | −136−2.0% | Reduced |
| KCS Wealth Advisory | 6,646 | $1.10M | 0.46% | −512−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,339 | $1.10M | 0.04% | −153−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 6,588 | $1.09M | 0.45% | +443+7.2% | Added |
| Missouri Trust & Investment Co | 6,583 | $1.09M | 0.65% | +685+11.6% | Added |
| Comerica Securities,inc. | 6,574 | $1.09M | 0.08% | +4,261+184.2% | Added |
| Elmwood Wealth Management, Inc. | 6,573 | $1.09M | 0.55% | −40−0.6% | Reduced |
| Citizens & Northern Corp | 6,558 | $1.09M | 0.45% | +116+1.8% | Added |
| Edgemoor Investment Advisors, Inc. | 6,509 | $1.08M | 0.13% | 00.0% | Unchanged |
| Arden Trust Co | 6,496 | $1.07M | 0.22% | +2,478+61.7% | Added |
| Pinnacle Associates Ltd | 6,491 | $1.07M | 0.02% | −101−1.5% | Reduced |
| Horizon Investments, LLC | 6,475 | $1.07M | 0.03% | −7,396−53.3% | Reduced |
| Essex Investment Management Co LLC | 6,399 | $1.06M | 0.16% | −230−3.5% | Reduced |
| FORA Capital, LLC | 6,356 | $1.05M | 0.17% | −7,984−55.7% | Reduced |
| Canandaigua National Corp | 6,332 | $1.05M | 0.18% | −110−1.7% | Reduced |
| Quadrature Capital Ltd | 6,314 | $1.04M | 0.03% | −38,461−85.9% | Reduced |
| Wilkins Investment Counsel Inc | 6,240 | $1.03M | 0.27% | −2,000−24.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,217 | $1.03M | 0.11% | −1,016−14.0% | Reduced |
| Gries Financial LLC | 6,210 | $1.03M | 0.34% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,137 | $1.02M | 0.21% | −8−0.1% | Reduced |
| Clarius Group, LLC | 6,090 | $1.01M | 0.09% | +281+4.8% | Added |
| US Asset Management LLC | 6,068 | $1.00M | 1.08% | +6,068 | New |
| Douglas Lane & Associates, LLC | 6,053 | $1.00M | 0.02% | −143−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,971 | $988.1K | 0.18% | +1,233+26.0% | Added |
| CAPROCK Group, Inc. | 5,969 | $987.9K | 0.09% | +346+6.2% | Added |
| DF Dent & Co Inc | 5,964 | $986.9K | 0.01% | +1,108+22.8% | Added |
| Ferguson Wellman Capital Management, Inc | 5,914 | $979.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,896 | $975.7K | 0.31% | −39−0.7% | Reduced |
| Cetera Advisors LLC | 5,843 | $967.0K | 0.02% | +3,254+125.7% | Added |
| Parallel Advisors, LLC | 5,809 | $961.3K | 0.04% | +230+4.1% | Added |
| SkyView Investment Advisors, LLC | 5,784 | $957.0K | 0.29% | −160−2.7% | Reduced |
| Gladstone Institutional Advisory LLC | 5,772 | $955.1K | 0.07% | +94+1.7% | Added |
| Charter Trust Co | 5,771 | $955.0K | 0.08% | −50−0.9% | Reduced |
| Marshall Financial Group LLC | 5,749 | $951.3K | 0.37% | +569+11.0% | Added |
| Meeder Advisory Services, Inc. | 5,745 | $950.7K | 0.12% | +5,745 | New |
| Lester Murray Antman dba SimplyRich | 5,711 | $945.0K | 0.38% | 00.0% | Unchanged |
| Boltwood Capital Management | 5,710 | $944.9K | 0.38% | −77−1.3% | Reduced |
| HB Wealth Management, LLC | 5,675 | $939.1K | 0.02% | +1,134+25.0% | Added |
| Trust Asset Management LLC | 5,666 | $937.6K | 0.12% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 5,659 | $936.5K | 0.51% | −20.0% | Reduced |
| Avantax Advisory Services, Inc. | 5,651 | $935.1K | 0.01% | +2,030+56.1% | Added |
| Venturi Wealth Management, LLC | 5,635 | $932.4K | 0.08% | −58−1.0% | Reduced |
| Profund Advisors LLC | 5,604 | $927.4K | 0.06% | +32+0.6% | Added |
| SFMG, LLC | 5,545 | $917.6K | 0.10% | −21−0.4% | Reduced |
| Aries Wealth Management | 5,536 | $916.1K | 0.39% | −375−6.3% | Reduced |
| Dover Advisors, LLC | 5,530 | $915.1K | 0.99% | +5,530 | New |
| Norway Savings Bank | 5,472 | $905.5K | 0.46% | +125+2.3% | Added |
| Fund Management at Engine No. 1 LLC | 5,460 | $903.5K | 0.22% | +662+13.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,435 | $899.4K | 0.11% | +1,665+44.2% | Added |
| James Hambro & Partners | 5,399 | $893.7K | 0.07% | +1,909+54.7% | Added |
| Resources Investment Advisors, LLC. | 5,373 | $889.1K | 0.03% | −39−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,370 | $888.6K | 0.04% | −476−8.1% | Reduced |
| Capital Investment Advisors, LLC | 5,359 | $887.0K | 0.03% | −260−4.6% | Reduced |
| Vident Investment Advisory, LLC | 5,222 | $864.2K | 0.03% | +700+15.5% | Added |
| Regents of the University of California | 5,200 | $860.5K | 0.16% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $859.0K | 0.54% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,135 | $850.0K | 0.02% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,070 | $839.0K | 0.91% | +5,070 | New |
| Murphy Pohlad Asset Management LLC | 5,050 | $835.7K | 0.34% | −235−4.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,036 | $833.0K | 0.08% | −5,363−51.6% | Reduced |
| Virtus ETF Advisers LLC | 4,983 | $824.6K | 0.43% | +685+15.9% | Added |
| Stokes Family Office, LLC | 4,976 | $823.4K | 0.11% | +305+6.5% | Added |
| Wedmont Private Capital | 4,804 | $821.3K | 0.12% | +357+8.0% | Added |
| Ashton Thomas Private Wealth, LLC | 4,952 | $819.5K | 0.08% | +4,952 | New |
| We Are One Seven, LLC | 4,942 | $817.9K | 0.08% | +919+22.8% | Added |
| AIA Group Ltd | 4,927 | $815.3K | 0.05% | +731+17.4% | Added |
| Perigon Wealth Management, LLC | 4,892 | $809.6K | 0.05% | +1,892+63.1% | Added |
| Oppenheimer & Co Inc | 4,843 | $801.4K | 0.02% | +80+1.7% | Added |
| Ironwood Investment Counsel, LLC | 4,820 | $797.6K | 0.19% | −470−8.9% | Reduced |
| SRN Advisors, LLC | 4,777 | $790.5K | 0.78% | +4,777 | New |
| Proequities, Inc. | 4,729 | $782.6K | 0.06% | +63+1.4% | Added |
| Beck Bode, LLC | 4,702 | $778.1K | 0.17% | +4,702 | New |
| Toews Corp | 4,700 | $777.8K | 0.38% | −2,500−34.7% | Reduced |
| Conning Inc. | 4,689 | $775.9K | 0.03% | −20−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,683 | $774.9K | 0.36% | −965−17.1% | Reduced |
| Sentry Investment Management LLC | 4,679 | $774.0K | 0.34% | +1,302+38.6% | Added |
| JGP Wealth Management, LLC | 4,673 | $773.3K | 0.14% | −5−0.1% | Reduced |
| Donaldson Capital Management, LLC | 4,672 | $773.1K | 0.04% | +10.0% | Added |
| King Luther Capital Management Corp | 4,664 | $771.8K | 0.00% | −55−1.2% | Reduced |
| Integrated Advisors Network LLC | 4,660 | $771.1K | 0.05% | −1,176−20.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,654 | $770.2K | 0.12% | −1,601−25.6% | Reduced |
| Manchester Capital Management LLC | 4,581 | $758.1K | 0.11% | +1,854+68.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,532 | $750.0K | 0.11% | +35+0.8% | Added |
| Symmetry Partners, LLC | 4,505 | $745.0K | 0.04% | −655−12.7% | Reduced |
| Boston Financial Mangement LLC | 4,484 | $742.0K | 0.03% | +802+21.8% | Added |
| Quadrant Private Wealth Management, LLC | 4,458 | $737.7K | 0.25% | +4,458 | New |
| Gateway Investment Advisers LLC | 4,452 | $736.8K | 0.01% | +1,150+34.8% | Added |
| D.A. Davidson & Co. | 4,417 | $731.0K | 0.01% | +374+9.3% | Added |
| Amplius Wealth Advisors, LLC | 4,411 | $729.9K | 0.12% | −5−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,404 | $728.8K | 0.01% | −17,611−80.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,401 | $728.3K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 4,356 | $720.9K | 0.00% | +103+2.4% | Added |
| Strategy Asset Managers LLC | 4,339 | $718.0K | 0.18% | +3+0.1% | Added |
| West Family Investments, Inc. | 4,331 | $716.7K | 0.24% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,314 | $714.0K | 0.02% | +277+6.9% | Added |
| Banque Cantonale Vaudoise | 4,214 | $697.0K | 0.04% | −13,947−76.8% | Reduced |
| Desjardins Global Asset Management Inc. | 4,215 | $697.0K | 0.11% | −20−0.5% | Reduced |
| Blueprint Investment Partners LLC | 4,179 | $691.5K | 0.15% | +1,941+86.7% | Added |