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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, Q1 2023

Institutional positions in Marsh & McLennan Companies, Inc. as of Mar 31, 2023. 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
1,228
+27 vs. Q4 2022
Shares held
433.6M
−3.28M (−0.7%) vs. Q4 2022
Total value
$72.1B
−$176.0M (−0.2%) vs. Q4 2022
New holders
99
459 more added
Sold out
72
455 more reduced

22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,228 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ1 2023: $72.1B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2022.

Institutions holding MRSH in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Resources Management Corp27$00.00%−1,573−98.3%Reduced
Bellwether Advisors, LLC1$1660.00%−4−80.0%Reduced
Tfo-TDC, LLC1$1670.00%−264−99.6%Reduced
25 LLC3$5410.00%+3New
Bangor Savings Bank4$6660.00%−400−99.0%Reduced
Financial Synergies Wealth Advisors, Inc.5$8330.00%00.0%Unchanged
Highline Wealth Partners LLC6$9990.00%00.0%Unchanged
Valley National Advisers Inc3$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC6$1.00K0.00%+6New
Householder Group Estate & Retirement Specialist, LLC8$1.00K0.00%+8New
Sofos Investments, Inc.167$1.08K0.05%+2+1.2%Added
Ofi Invest Asset Management190,367$1.14K0.01%+190,367New
HHM Wealth Advisors, LLC7$1.17K0.00%00.0%Unchanged
Optimum Investment Advisors9$1.50K0.00%00.0%Unchanged
Rise Advisors, LLC9$1.50K0.00%+9New
Avion Wealth13$2.00K0.00%+13New
Ahrens Investment Partners LLC14$2.33K0.00%+14New
Tucker Asset Management LLC14$2.33K0.00%+14New
Morton Brown Family Wealth, LLC15$2.50K0.00%+15New
Longfellow Investment Management Co LLC17$2.83K0.00%00.0%Unchanged
North Star Investment Management Corp.18$3.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC19$3.16K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$3.17K0.00%−4−17.4%Reduced
Wolff Wiese Magana LLC20$3.33K0.00%+10+100.0%Added
Grey Fox Wealth Advisors, LLC20$3.33K0.00%+20New
USA Financial Portformulas Corp23$3.83K0.01%+23New
Disciplined Investments, LLC24$4.00K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC24$4.00K0.00%00.0%Unchanged
Godsey & Gibb Associates24$4.00K0.00%00.0%Unchanged
Central Bank & Trust Co25$4.16K0.00%+25New
Quarry LP25$4.16K0.00%+25New
JNBA Financial Advisors27$4.50K0.00%−73−73.0%Reduced
DecisionPoint Financial, LLC27$4.50K0.00%00.0%Unchanged
TFC Financial Management27$4.50K0.00%+7+35.0%Added
Horizons Wealth Management28$4.66K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.00K0.00%00.0%Unchanged
DT Investment Partners, LLC29$5.26K0.00%00.0%Unchanged
Colonial Trust Advisors34$5.66K0.00%+6+21.4%Added
Creative Capital Management Investments LLC35$5.83K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.35$5.83K0.00%+35New
Okabena Investment Services Inc36$6.00K0.00%+22+157.1%Added
Salem Investment Counselors Inc36$6.00K0.00%+36New
Horan Securities, Inc.37$6.16K0.00%−20−35.1%Reduced
Atwood & Palmer Inc39$6.50K0.00%00.0%Unchanged
Activest Wealth Management40$6.66K0.00%+40New
Baystate Wealth Management LLC42$7.13K0.00%+26+162.5%Added
Red Tortoise LLC43$7.16K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC45$7.50K0.00%+45New
Mach-1 Financial Group, Inc.47$7.83K0.05%−10,849−99.6%Reduced
Schubert & Co51$8.49K0.01%+2+4.1%Added
Mascoma Wealth Management LLC50$9.01K0.00%00.0%Unchanged
TD Capital Management LLC55$9.19K0.00%00.0%Unchanged
WR Wealth Planners, LLC58$9.66K0.00%+58New
Tanglewood Legacy Advisors, LLC61$10.2K0.01%00.0%Unchanged
Pflug Koory, LLC61$10.2K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC65$10.8K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$11.2K0.00%00.0%Unchanged
Motco68$11.3K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.68$11.3K0.00%00.0%Unchanged
Key Financial Inc68$11.3K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$11.7K0.01%00.0%Unchanged
Toth Financial Advisory Corp71$11.8K0.00%+16+29.1%Added
GHP Investment Advisors, Inc.72$12.0K0.00%+16+28.6%Added
Ten Capital Wealth Advisors, LLC72$12.0K0.00%+72New
Arcadia Investment Management Corp74$12.3K0.00%00.0%Unchanged
Gleason Group, Inc.74$12.3K0.00%00.0%Unchanged
Abound Wealth Management77$12.8K0.01%+26+51.0%Added
First Personal Financial Services80$13.3K0.00%00.0%Unchanged
Oakworth Capital, Inc.85$14.2K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC89$14.8K0.00%00.0%Unchanged
Asset Dedication, LLC88$15.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC96$16.0K0.01%00.0%Unchanged
RFP Financial Group LLC96$16.0K0.02%00.0%Unchanged
Stuart Chaussee & Associates, Inc.97$16.2K0.01%00.0%Unchanged
Perritt Capital Management Inc101$16.8K0.01%00.0%Unchanged
Lee Financial Co105$17.5K0.00%+98+1,400.0%Added
Clean Yield Group110$18.3K0.01%00.0%Unchanged
M&R Capital Management Inc114$19.0K0.01%00.0%Unchanged
Gradient Investments LLC116$19.3K0.00%−222−65.7%Reduced
Capital Analysts, LLC123$20.0K0.00%−7−5.4%Reduced
Credential Qtrade Securities Inc.121$20.2K0.00%00.0%Unchanged
NVWM, LLC121$20.2K0.01%−87−41.8%Reduced
Credit Agricole S A124$20.7K0.00%00.0%Unchanged
Sunbelt Securities, Inc.132$21.8K0.00%+132New
Jones Financial Companies LLLP131$21.8K0.00%−27−17.1%Reduced
Solstein Capital, LLC135$22.5K0.02%00.0%Unchanged
Pacific Center for Financial Services136$22.7K0.01%+136New
JJJ Advisors Inc.131$22.7K0.01%−2−1.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC137$23.0K0.00%−52−27.5%Reduced
Stonebridge Capital Advisors LLC138$23.0K0.00%−4−2.8%Reduced
Avalon Trust Co138$23.0K0.00%+138New
Trifecta Capital Advisors, LLC139$23.2K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC141$23.5K0.00%−11−7.2%Reduced
FinTrust Capital Advisors, LLC143$23.7K0.01%00.0%Unchanged
Crewe Advisors LLC143$23.8K0.00%−44−23.5%Reduced
Delos Wealth Advisors, LLC147$24.5K0.03%00.0%Unchanged
ZRC Wealth Management, LLC147$24.5K0.02%+147New
BDO Wealth Advisors, LLC151$25.1K0.00%00.0%Unchanged
Atlas Capital Advisors LLC158$26.3K0.00%00.0%Unchanged
Canton Hathaway, LLC164$27.0K0.01%00.0%Unchanged