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 |
|---|---|---|---|---|---|
| Primecap Management Co | 3,421,011 | $569.8M | 0.50% | −112,710−3.2% | Reduced |
| Artisan Partners Limited Partnership | 3,544,533 | $590.3M | 0.98% | −158,038−4.3% | Reduced |
| Legal & General Group Plc | 3,697,224 | $615.8M | 0.22% | +32,930+0.9% | Added |
| Lazard Asset Management LLC | 3,755,432 | $625.5M | 0.82% | +96,774+2.6% | Added |
| Bank of New York Mellon Corp | 3,814,552 | $635.3M | 0.14% | −92,447−2.4% | Reduced |
| Clearbridge Investments, LLC | 3,839,108 | $639.4M | 0.61% | +576,958+17.7% | Added |
| UBS Asset Management Americas Inc | 3,979,383 | $662.8M | 0.32% | −99,564−2.4% | Reduced |
| Norges Bank | 4,064,437 | $676.9M | 0.15% | +81,784+2.1% | Added |
| JPMorgan Chase & Co | 4,129,102 | $687.7M | 0.09% | −842,971−17.0% | Reduced |
| Parnassus Investments | 4,276,445 | $712.2M | 1.77% | −32,060−0.7% | Reduced |
| Nuveen Asset Management, LLC | 4,664,048 | $776.8M | 0.29% | −56,603−1.2% | Reduced |
| Goldman Sachs Group Inc | 4,808,344 | $800.8M | 0.22% | +589,510+14.0% | Added |
| Northern Trust Corp | 6,027,415 | $1.00B | 0.20% | −43,766−0.7% | Reduced |
| Morgan Stanley | 6,124,446 | $1.02B | 0.11% | −169,381−2.7% | Reduced |
| Mawer Investment Management Ltd. | 7,678,697 | $1.28B | 6.98% | −129,156−1.7% | Reduced |
| Bank of America Corp | 8,070,379 | $1.34B | 0.15% | +153,613+1.9% | Added |
| Ameriprise Financial Inc | 8,138,055 | $1.36B | 0.44% | +525,596+6.9% | Added |
| Price T Rowe Associates Inc | 9,632,763 | $1.60B | 0.24% | +444,685+4.8% | Added |
| Geode Capital Management, LLC | 10,290,517 | $1.71B | 0.22% | −15,853−0.2% | Reduced |
| Massachusetts Financial Services Co | 12,799,472 | $2.13B | 0.73% | −79,074−0.6% | Reduced |
| Wellington Management Group LLP | 14,554,045 | $2.42B | 0.48% | −136,508−0.9% | Reduced |
| Capital World Investors | 17,200,922 | $2.86B | 0.59% | +8,653+0.1% | Added |
| FMR LLC | 18,566,929 | $3.09B | 0.28% | −765,425−4.0% | Reduced |
| Capital International Investors | 20,411,436 | $3.40B | 0.87% | +16,251+0.1% | Added |
| State Street Corp | 20,874,255 | $3.48B | 0.20% | −993,655−4.5% | Reduced |
| BlackRock Inc. | 43,450,484 | $7.24B | 0.21% | +310,250+0.7% | Added |
| Vanguard Group Inc | 43,708,508 | $7.28B | 0.19% | −8,6950.0% | Reduced |
| Quilter Plc | 413,141 | – | – | −32,156−7.2% | Reduced |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −106,116−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −93,026−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −78,900−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −43,630−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −32,132−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −19,418−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −18,751−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,422−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −16,733−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,644−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −12,392−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −11,736−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,416−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −11,003−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,226−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,522−100.0% | Sold out |
| Van Leeuwen & Company, LLC | 0 | $0 | 0.00% | −8,256−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,356−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,036−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −3,436−100.0% | Sold out |
| Cognios Beta Neutral Large Cap Fund, LP | 0 | $0 | 0.00% | −3,203−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Litman Gregory Asset Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −1,419−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −1,256−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Rebalance, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |