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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Asset Management Ltd | 45,882 | $7.64M | 1.40% | −286−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 46,899 | $7.81M | 0.22% | +7,332+18.5% | Added |
| PGGM Investments | 47,689 | $7.94M | 0.13% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 48,315 | $8.05M | 0.23% | +7,415+18.1% | Added |
| O'Shaughnessy Asset Management, LLC | 49,933 | $8.32M | 0.13% | −26,693−34.8% | Reduced |
| SYSTM Wealth Solutions LLC | 50,011 | $8.33M | 1.28% | −873−1.7% | Reduced |
| Jefferies Financial Group Inc. | 50,181 | $8.36M | 0.18% | +50,181 | New |
| Meeder Asset Management Inc | 50,412 | $8.40M | 0.67% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 51,788 | $8.63M | 0.04% | +1,894+3.8% | Added |
| Vontobel Holding Ltd. | 52,020 | $8.66M | 0.08% | −717−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 43,221 | $8.67M | 0.09% | +2,540+6.2% | Added |
| Annex Advisory Services, LLC | 53,617 | $8.93M | 0.48% | +35,541+196.6% | Added |
| Foyston, Gordon, & Payne Inc | 53,826 | $8.96M | 2.41% | −820−1.5% | Reduced |
| Tiaa, FSB | 54,790 | $9.13M | 0.03% | −701−1.3% | Reduced |
| Hudson Bay Capital Management LP | 55,000 | $9.16M | 0.10% | +55,000 | New |
| Whittier Trust Co of Nevada Inc | 55,760 | $9.29M | 0.34% | +1,798+3.3% | Added |
| Nissay Asset Management Corp | 56,303 | $9.38M | 0.08% | −2,245−3.8% | Reduced |
| Calamos Wealth Management LLC | 56,369 | $9.39M | 0.74% | −2,191−3.7% | Reduced |
| Rockefeller Capital Management L.P. | 56,950 | $9.48M | 0.04% | +1,120+2.0% | Added |
| Ci Investments Inc. | 56,970 | $9.49M | 0.05% | −3,948−6.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,546 | $9.58M | 0.02% | −28,226−32.9% | Reduced |
| Wealthfront Advisers LLC | 57,558 | $9.59M | 0.04% | −4,049−6.6% | Reduced |
| West Coast Financial LLC | 57,562 | $9.59M | 1.47% | −314−0.5% | Reduced |
| Czech National Bank | 58,313 | $9.71M | 0.24% | +249+0.4% | Added |
| Candriam Luxembourg S.C.A. | 63,839 | $9.79M | 0.07% | −2,634−4.0% | Reduced |
| Washington Trust Bank | 59,119 | $9.85M | 1.05% | +8,251+16.2% | Added |
| Brown Advisory Inc | 59,456 | $9.90M | 0.02% | +301+0.5% | Added |
| C.V. Starr & Co., Inc. Trust | 60,000 | $9.99M | 62.91% | 00.0% | Unchanged |
| Atria Investments LLC | 60,342 | $10.0M | 0.19% | +3,643+6.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 60,809 | $10.1M | 0.27% | −2,111−3.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,309 | $10.2M | 0.18% | +2,233+3.8% | Added |
| First American Bank | 61,980 | $10.3M | 0.95% | −931−1.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 62,550 | $10.4M | 0.89% | +59,589+2,012.5% | Added |
| Oppenheimer Asset Management Inc. | 63,644 | $10.6M | 0.16% | +3,968+6.6% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 64,657 | $10.8M | 4.00% | +64,657 | New |
| Levin Capital Strategies, L.P. | 65,123 | $10.8M | 1.37% | −175−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 65,407 | $10.9M | 0.23% | −17,032−20.7% | Reduced |
| CIBC Private Wealth Group, LLC | 45,214 | $11.2M | 0.03% | −17,131−27.5% | Reduced |
| Tredje AP-fonden | 68,413 | $11.4M | 0.18% | +36,928+117.3% | Added |
| Baker Avenue Asset Management, LP | 68,725 | $11.4M | 0.62% | −18,861−21.5% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 68,918 | $11.5M | 2.28% | +688+1.0% | Added |
| Scotia Capital Inc. | 69,179 | $11.5M | 0.08% | +12,488+22.0% | Added |
| Ethic Inc. | 69,389 | $11.6M | 0.47% | +10,974+18.8% | Added |
| Mutual of America Capital Management LLC | 70,838 | $11.8M | 0.14% | −270.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 72,510 | $12.1M | 0.08% | +2,494+3.6% | Added |
| Two Sigma Advisers, LP | 72,700 | $12.1M | 0.03% | +59,800+463.6% | Added |
| Jane Street Group, LLC | 73,643 | $12.3M | 0.02% | +26,697+56.9% | Added |
| Cerity Partners LLC | 68,598 | $12.3M | 0.06% | +4,110+6.4% | Added |
| Segment Wealth Management, LLC | 73,810 | $12.3M | 1.39% | +468+0.6% | Added |
| First Trust Advisors LP | 73,945 | $12.3M | 0.01% | −38,072−34.0% | Reduced |
| Northwest & Ethical Investments L.P. | 74,243 | $12.4M | 0.41% | +2,040+2.8% | Added |
| Walter Public Investments Inc. | 75,011 | $12.5M | 3.77% | +75,011 | New |
| State of Alaska, Department of Revenue | 75,139 | $12.5M | 0.15% | −1,210−1.6% | Reduced |
| Van Eck Associates Corp | 75,776 | $12.6M | 0.03% | +3,063+4.2% | Added |
| Commonwealth Equity Services, LLC | 76,181 | $12.7M | 0.03% | −16,309−17.6% | Reduced |
| Creative Planning | 76,440 | $12.7M | 0.02% | +1,334+1.8% | Added |
| RMB Capital Management, LLC | 76,864 | $12.8M | 0.45% | −2,463−3.1% | Reduced |
| Yousif Capital Management, LLC | 77,506 | $12.9M | 0.17% | −3,994−4.9% | Reduced |
| New York Life Investment Management LLC | 77,552 | $12.9M | 0.14% | −18,357−19.1% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $13.2M | 0.21% | 00.0% | Unchanged |
| Westpac Banking Corp | 79,425 | $13.2M | 0.18% | −11,921−13.1% | Reduced |
| Oribel Capital Management, LP | 169,000 | $13.4M | 3.04% | +169,000 | New |
| JLB & Associates Inc | 80,859 | $13.5M | 2.03% | +2,408+3.1% | Added |
| Public Employees Retirement Association of Colorado | 81,265 | $13.5M | 0.07% | −3,485−4.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 83,915 | $14.0M | 0.12% | +72+0.1% | Added |
| Wesleyan Assurance Society | 86,426 | $14.4M | 1.67% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 86,458 | $14.4M | 1.06% | +297+0.3% | Added |
| Captrust Financial Advisors | 86,584 | $14.4M | 0.06% | +16,187+23.0% | Added |
| Torray LLC | 87,022 | $14.5M | 2.60% | +90+0.1% | Added |
| Advisor Group Holdings, Inc. | 87,153 | $14.5M | 0.03% | +1,509+1.8% | Added |
| Utah Retirement Systems | 88,221 | $14.7M | 0.21% | +300+0.3% | Added |
| Mastrapasqua Asset Management Inc | 88,764 | $14.8M | 1.81% | +395+0.4% | Added |
| IFM Investors Pty Ltd | 89,318 | $14.9M | 0.23% | +2,646+3.1% | Added |
| DnB Asset Management AS | 90,169 | $15.0M | 0.10% | −30,965−25.6% | Reduced |
| Rathbone Brothers plc | 91,703 | $15.3M | 0.16% | −1,698−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 93,437 | $15.6M | 0.77% | −2,800−2.9% | Reduced |
| Sawgrass Asset Management LLC | 95,917 | $16.0M | 2.08% | −4,481−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 97,744 | $16.3M | 0.18% | +6,795+7.5% | Added |
| Schonfeld Strategic Advisors LLC | 97,868 | $16.3M | 0.16% | +93,464+2,122.3% | Added |
| USS Investment Management Ltd | 99,381 | $16.5M | 0.23% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 99,797 | $16.6M | 0.21% | +4,215+4.4% | Added |
| ExodusPoint Capital Management, LP | 102,020 | $17.0M | 0.19% | +91,858+903.9% | Added |
| Texas Permanent School Fund | 103,508 | $17.2M | 0.17% | +32,726+46.2% | Added |
| Xponance, Inc. | 103,786 | $17.3M | 0.25% | +1,987+2.0% | Added |
| Guggenheim Capital LLC | 104,892 | $17.5M | 0.15% | +15,917+17.9% | Added |
| Advisors Asset Management, Inc. | 105,358 | $17.5M | 0.36% | −7,568−6.7% | Reduced |
| Fort Pitt Capital Group, LLC | 107,219 | $17.9M | 0.69% | −28,854−21.2% | Reduced |
| Swiss Life Asset Management Ltd | 107,902 | $18.0M | 0.27% | +5,311+5.2% | Added |
| ProShare Advisors LLC | 109,478 | $18.2M | 0.06% | +12,010+12.3% | Added |
| Janney Montgomery Scott LLC | 109,908 | $18.3M | 0.07% | −38,535−26.0% | Reduced |
| CIBC Asset Management Inc | 110,090 | $18.3M | 0.07% | +1,537+1.4% | Added |
| Washington Trust Co | 110,861 | $18.5M | 0.83% | −707−0.6% | Reduced |
| Boston Family Office LLC | 114,371 | $19.0M | 1.53% | −6,839−5.6% | Reduced |
| Public Sector Pension Investment Board | 115,318 | $19.2M | 0.14% | −102−0.1% | Reduced |
| CIBC World Markets Corp | 116,322 | $19.4M | 0.32% | −69,647−37.5% | Reduced |
| M&T Bank Corp | 118,585 | $19.7M | 0.08% | +33,750+39.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 122,618 | $20.4M | 0.14% | +91+0.1% | Added |
| Glenmede Trust Co NA | 123,116 | $20.5M | 0.12% | +994+0.8% | Added |
| HighTower Advisors, LLC | 123,402 | $20.5M | 0.04% | −4,390−3.4% | Reduced |
| First Republic Investment Management, Inc. | 124,338 | $20.7M | 0.04% | +18,949+18.0% | Added |