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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 4,148 | $686.4K | 0.01% | −254−5.8% | Reduced |
| Sonnipe Ltd | 4,140 | $685.1K | 0.13% | +4,140 | New |
| VeraBank, N.A. | 4,113 | $680.6K | 0.34% | +12+0.3% | Added |
| McAdam, LLC | 3,912 | $680.0K | 0.07% | −27−0.7% | Reduced |
| Western Wealth Management, LLC | 4,082 | $675.5K | 0.07% | −3,771−48.0% | Reduced |
| Kenfarb & Co. | 4,035 | $667.7K | 0.59% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,028 | $666.6K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,973 | $657.5K | 0.06% | +581+17.1% | Added |
| Caxton Associates LP | 3,954 | $654.3K | 0.05% | +3,954 | New |
| Matthew Goff Investment Advisor, LLC | 3,940 | $652.0K | 0.17% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,926 | $649.7K | 0.01% | +393+11.1% | Added |
| PFS Investments Inc. | 3,901 | $646.0K | 0.01% | +2,103+117.0% | Added |
| Schechter Investment Advisors, LLC | 3,887 | $643.2K | 0.06% | +84+2.2% | Added |
| Waypoint Capital Advisors, LLC | 3,873 | $640.9K | 0.22% | −41−1.0% | Reduced |
| Hilltop Holdings Inc. | 3,843 | $635.9K | 0.08% | −104−2.6% | Reduced |
| National Asset Management, Inc. | 3,835 | $634.6K | 0.02% | +681+21.6% | Added |
| Global Retirement Partners, LLC | 3,834 | $634.5K | 0.04% | −104−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,831 | $633.9K | 0.01% | +302+8.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,827 | $633.3K | 0.06% | −47−1.2% | Reduced |
| Leonteq Securities AG | 3,819 | $632.0K | 0.03% | +2,251+143.6% | Added |
| Gofen & Glossberg LLC | 3,803 | $629.0K | 0.02% | +120+3.3% | Added |
| Hutchinson Capital Management | 3,735 | $618.1K | 0.16% | −51−1.3% | Reduced |
| Advisors Preferred, LLC | 3,718 | $617.1K | 0.27% | +8+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 3,724 | $616.2K | 0.01% | −500−11.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,716 | $614.9K | 0.11% | +553+17.5% | Added |
| Quantamental Technologies LLC | 3,714 | $614.6K | 0.28% | −3,017−44.8% | Reduced |
| Hamilton Capital Partners Inc. | 3,700 | $612.3K | 0.26% | +3,700 | New |
| Avidian Wealth Solutions, LLC | 3,694 | $611.3K | 0.04% | −55−1.5% | Reduced |
| Stephens Inc | 3,683 | $609.5K | 0.01% | +1,252+51.5% | Added |
| KB Financial Partners, LLC | 3,673 | $608.0K | 0.21% | −120−3.2% | Reduced |
| Fulton Bank, N.A. | 3,640 | $603.0K | 0.03% | +921+33.9% | Added |
| Quantinno Capital Management LP | 3,638 | $602.0K | 0.04% | +948+35.2% | Added |
| Paloma Partners Management Co | 3,637 | $601.9K | 0.13% | +2,534+229.7% | Added |
| Ausdal Financial Partners, Inc. | 3,595 | $594.9K | 0.09% | +9+0.3% | Added |
| Ballentine Partners, LLC | 3,582 | $592.8K | 0.02% | −10.0% | Reduced |
| Stiles Financial Services Inc | 3,503 | $579.7K | 0.33% | −240−6.4% | Reduced |
| Truefg, LLC | 3,500 | $579.2K | 0.28% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $579.0K | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,478 | $575.6K | 0.01% | +1,204+52.9% | Added |
| Moors & Cabot, Inc. | 3,467 | $573.8K | 0.04% | +199+6.1% | Added |
| Vise Technologies, Inc. | 3,461 | $572.7K | 0.18% | +1,182+51.9% | Added |
| Caldwell Trust Co | 3,456 | $571.9K | 0.08% | −388−10.1% | Reduced |
| Dakota Wealth Management | 3,454 | $571.5K | 0.04% | −383−10.0% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,436 | $568.6K | 0.56% | −223−6.1% | Reduced |
| Allen Capital Group, LLC | 3,436 | $568.6K | 0.56% | +3,436 | New |
| Gyroscope Capital Management Group, LLC | 3,408 | $564.0K | 0.17% | −3−0.1% | Reduced |
| Trustcore Financial Services, LLC | 3,395 | $561.8K | 0.05% | +67+2.0% | Added |
| Savant Capital, LLC | 3,392 | $561.3K | 0.01% | −51−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 3,369 | $557.5K | 0.03% | +1,408+71.8% | Added |
| Kathmere Capital Management, LLC | 3,369 | $557.5K | 0.10% | +788+30.5% | Added |
| Atria Wealth Solutions, Inc. | 3,357 | $555.4K | 0.01% | +1,558+86.6% | Added |
| Personal Cfo Solutions, LLC | 3,356 | $555.3K | 0.12% | +95+2.9% | Added |
| Domani Wealth, LLC | 3,340 | $553.0K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,319 | $549.2K | 0.05% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 3,257 | $539.0K | 0.00% | −338−9.4% | Reduced |
| Abbrea Capital, LLC | 3,257 | $539.0K | 0.10% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,251 | $538.0K | 0.19% | −103−3.1% | Reduced |
| Rodgers Brothers Inc. | 3,250 | $537.8K | 0.11% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $536.8K | 0.11% | 00.0% | Unchanged |
| Strid Group, LLC | 3,228 | $534.2K | 0.13% | +364+12.7% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 3,203 | $530.0K | 0.51% | +3,203 | New |
| Duncker Streett & Co Inc | 3,200 | $529.5K | 0.13% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,190 | $527.9K | 0.18% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,180 | $526.0K | 0.27% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,166 | $523.9K | 0.02% | +3,166 | New |
| Shelton Capital Management | 3,158 | $522.6K | 0.06% | −2,700−46.1% | Reduced |
| BSW Wealth Partners | 3,153 | $522.0K | 0.11% | +172+5.8% | Added |
| Bill Few Associates, Inc. | 3,150 | $521.3K | 0.31% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,150 | $521.0K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 3,133 | $518.0K | 0.04% | +21+0.7% | Added |
| Opus Capital Group, LLC | 3,119 | $516.0K | 0.10% | −120−3.7% | Reduced |
| Waller Financial Planning Group, Inc | 3,113 | $515.1K | 0.15% | +11+0.4% | Added |
| NorthRock Partners, LLC | 3,100 | $512.9K | 0.06% | +133+4.5% | Added |
| Defined Wealth Management, LLC | 3,095 | $512.2K | 0.48% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,077 | $509.0K | 0.11% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3,063 | $507.0K | 0.20% | +1,363+80.2% | Added |
| Forum Financial Management, LP | 3,059 | $506.2K | 0.02% | +160+5.5% | Added |
| 9258 Wealth Management, LLC | 3,050 | $504.7K | 0.11% | +1,251+69.5% | Added |
| X-Square Capital, LLC | 3,048 | $504.0K | 0.29% | +121+4.1% | Added |
| Shira Ridge Wealth Management | 3,044 | $503.7K | 0.35% | +3,044 | New |
| North Star Asset Management Inc | 3,026 | $500.7K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,976 | $492.5K | 0.06% | −17−0.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,961 | $490.0K | 0.04% | +50+1.7% | Added |
| Bryn Mawr Trust Co | 2,943 | $487.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,934 | $486.0K | 0.09% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,932 | $485.1K | 0.14% | −886−23.2% | Reduced |
| Montag A & Associates Inc | 2,927 | $484.4K | 0.03% | −75−2.5% | Reduced |
| Ruffer LLP | 2,900 | $481.6K | 0.03% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,894 | $478.9K | 0.03% | −44−1.5% | Reduced |
| Bank of New Hampshire | 2,881 | $477.0K | 0.14% | −310−9.7% | Reduced |
| Graypoint LLC | 2,877 | $476.1K | 0.06% | −92−3.1% | Reduced |
| Geller Advisors LLC | 2,863 | $473.8K | 0.08% | +30+1.1% | Added |
| Kearns & Associates LLC | 2,860 | $473.3K | 0.50% | +2,860 | New |
| Legacy Wealth Asset Management, LLC | 2,857 | $472.8K | 0.18% | +38+1.3% | Added |
| Twin Focus Capital Partners, LLC | 2,855 | $472.5K | 0.10% | −4−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,847 | $471.1K | 0.01% | −64−2.2% | Reduced |
| Proficio Capital Partners LLC | 2,846 | $471.0K | 0.09% | +29+1.0% | Added |
| Heritage Wealth Management, LLC | 2,826 | $467.6K | 0.07% | +1,448+105.1% | Added |
| Buckley Wealth Management, LLC | 2,822 | $467.0K | 0.17% | +35+1.3% | Added |
| Stockman Wealth Management, Inc. | 2,791 | $461.9K | 0.11% | 00.0% | Unchanged |