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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Management | 2,772 | $458.7K | 0.21% | +221+8.7% | Added |
| SRB Corp | 2,733 | $452.0K | 0.03% | +201+7.9% | Added |
| Csenge Advisory Group | 2,707 | $448.0K | 0.03% | −158−5.5% | Reduced |
| Tower Bridge Advisors | 2,700 | $446.8K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,699 | $446.6K | 0.18% | +33+1.2% | Added |
| Davis R M Inc | 2,697 | $446.0K | 0.01% | +469+21.1% | Added |
| Sutton Wealth Advisors Inc. | 2,685 | $444.3K | 0.17% | −16−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 2,676 | $442.9K | 0.04% | +168+6.7% | Added |
| Israel Discount Bank of New York | 2,667 | $441.0K | 0.37% | −116−4.2% | Reduced |
| Zeke Capital Advisors, LLC | 2,654 | $439.2K | 0.03% | +6+0.2% | Added |
| C2C Wealth Management, LLC | 2,580 | $439.0K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,640 | $436.9K | 0.18% | −2,749−51.0% | Reduced |
| Boston Research & Management Inc | 2,637 | $436.0K | 0.13% | +17+0.6% | Added |
| Private Advisor Group, LLC | 13,860 | $432.2K | 0.02% | −888−6.0% | Reduced |
| Reliant Investment Management, LLC | 2,609 | $431.7K | 0.26% | +423+19.4% | Added |
| Capital Advisors Inc | 2,600 | $430.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,585 | $428.0K | 0.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,581 | $427.0K | 0.02% | +2,581 | New |
| Two Sigma Securities, LLC | 2,575 | $426.1K | 0.06% | +2,575 | New |
| IFP Advisors, Inc | 5,204 | $425.0K | 0.01% | +296+6.0% | Added |
| EagleClaw Capital Managment, LLC | 2,563 | $424.1K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,560 | $423.6K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,529 | $418.5K | 0.01% | +2,529 | New |
| Connectus Wealth, LLC | 2,527 | $418.2K | 0.01% | +2,527 | New |
| Glassman Wealth Services | 2,519 | $416.8K | 0.08% | +62+2.5% | Added |
| Spartan Planning & Wealth Management | 2,494 | $412.7K | 0.51% | +1,073+75.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,491 | $412.2K | 0.03% | +2,491 | New |
| Gladius Capital Management LP | 2,482 | $410.7K | 0.13% | −152−5.8% | Reduced |
| Inceptionr LLC | 2,479 | $410.2K | 0.22% | +2,479 | New |
| Reynders McVeigh Capital Management, LLC | 2,475 | $410.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,469 | $408.0K | 0.04% | −12−0.5% | Reduced |
| AdvisorNet Financial, Inc | 2,465 | $407.9K | 0.04% | −459−15.7% | Reduced |
| AMG National Trust Bank | 2,458 | $406.8K | 0.01% | +274+12.5% | Added |
| Foundations Investment Advisors, LLC | 2,454 | $406.1K | 0.02% | +299+13.9% | Added |
| ARS Investment Partners, LLC | 2,453 | $405.9K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $404.6K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $403.1K | 0.30% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,427 | $401.6K | 0.33% | +2,427 | New |
| Walter & Keenan Financial Consulting Co | 2,420 | $400.5K | 0.16% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,390 | $396.0K | 0.18% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,644 | $394.0K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,359 | $390.4K | 0.23% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,324 | $384.6K | 0.05% | −4−0.2% | Reduced |
| InterOcean Capital Group, LLC | 2,320 | $383.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,306 | $381.7K | 0.01% | +31+1.4% | Added |
| NBT Bank N A | 2,302 | $380.9K | 0.06% | −575−20.0% | Reduced |
| Mirova | 2,289 | $378.8K | 0.06% | −265−10.4% | Reduced |
| Pointe Capital Management LLC | 2,264 | $375.0K | 0.29% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,248 | $372.0K | 0.04% | −90−3.8% | Reduced |
| Drake & Associates, LLC | 2,229 | $368.9K | 0.20% | +329+17.3% | Added |
| D'Orazio & Associates, Inc. | 2,208 | $365.4K | 0.09% | +117+5.6% | Added |
| BerganKDV Wealth Management, LLC | 2,207 | $365.1K | 0.04% | −322−12.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,190 | $362.4K | 0.14% | 00.0% | Unchanged |
| Pendal Group Limited | 2,188 | $362.1K | 0.00% | +2,188 | New |
| Utah Peaks Capital Inc | 2,185 | $361.6K | 0.70% | +2,185 | New |
| Gilbert & Cook, Inc. | 2,180 | $360.7K | 0.07% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,178 | $360.3K | 0.04% | −242−10.0% | Reduced |
| Inscription Capital, LLC | 2,155 | $356.6K | 0.12% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,121 | $351.0K | 0.08% | −21−1.0% | Reduced |
| Exos TFP Holdings LLC | 2,102 | $347.8K | 0.10% | +557+36.1% | Added |
| Good Life Advisors, LLC | 2,097 | $347.0K | 0.05% | +2,097 | New |
| Axxcess Wealth Management, LLC | 2,096 | $346.8K | 0.03% | +134+6.8% | Added |
| Ambassador Advisors, LLC | 2,084 | $344.9K | 0.08% | +75+3.7% | Added |
| Cipher Capital LP | 2,084 | $344.9K | 0.07% | +2,084 | New |
| Park Place Capital Corp | 2,057 | $340.0K | 0.10% | +2,057 | New |
| Alera Investment Advisors, LLC | 2,044 | $338.2K | 0.08% | −7−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,035 | $336.8K | 0.02% | +2,035 | New |
| Chilton Investment Co LLC | 2,008 | $332.3K | 0.01% | 00.0% | Unchanged |
| S&CO Inc | 2,000 | $330.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,982 | $328.0K | 0.01% | −6,049−75.3% | Reduced |
| Dynamic Advisor Solutions LLC | 1,980 | $327.7K | 0.02% | +236+13.5% | Added |
| Asset Management Resources, LLC | 1,976 | $327.0K | 0.35% | −37−1.8% | Reduced |
| Main Street Financial Solutions, LLC | 1,966 | $326.0K | 0.05% | +1,966 | New |
| Wallace Capital Management Inc. | 1,960 | $324.3K | 0.05% | −50−2.5% | Reduced |
| Kanawha Capital Management LLC | 1,957 | $324.0K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,954 | $323.3K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,953 | $323.2K | 0.01% | +183+10.3% | Added |
| SeaCrest Wealth Management, LLC | 1,939 | $320.9K | 0.05% | +132+7.3% | Added |
| Brookstone Capital Management | 1,876 | $320.8K | 0.01% | +53+2.9% | Added |
| Willow Creek Wealth Management Inc. | 1,932 | $320.0K | 0.05% | −97−4.8% | Reduced |
| CKW Financial Group | 1,913 | $317.0K | 0.05% | +3+0.2% | Added |
| Westover Capital Advisors, LLC | 1,900 | $314.4K | 0.12% | −110−5.5% | Reduced |
| Financial Advocates Investment Management | 1,894 | $313.4K | 0.02% | +1,894 | New |
| First Foundation Advisors | 1,891 | $312.9K | 0.01% | −192−9.2% | Reduced |
| First Capital Advisors Group, LLC. | 1,887 | $312.3K | 0.21% | −39−2.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,882 | $312.0K | 0.04% | −45−2.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,885 | $311.9K | 0.09% | −121−6.0% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $311.3K | 0.16% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,877 | $311.0K | 0.18% | −30−1.6% | Reduced |
| Abner Herrman & Brock LLC | 1,863 | $308.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,861 | $308.0K | 0.01% | +18+1.0% | Added |
| SOA Wealth Advisors, LLC. | 1,857 | $307.2K | 0.08% | −5−0.3% | Reduced |
| Wedbush Securities Inc | 1,846 | $305.0K | 0.02% | +1,846 | New |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $304.8K | 0.20% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,833 | $303.3K | 0.04% | −768−29.5% | Reduced |
| Integrated Wealth Concepts LLC | 1,834 | $303.0K | 0.01% | +18+1.0% | Added |
| Journey Advisory Group, LLC | 1,815 | $300.3K | 0.07% | −290−13.8% | Reduced |
| Talisman Wealth Advisors LLC | 1,810 | $300.0K | 0.64% | +1,810 | New |
| TFB Advisors LLC | 1,812 | $299.9K | 0.25% | +1,812 | New |
| Parsons Capital Management Inc | 1,808 | $299.2K | 0.03% | −12−0.7% | Reduced |