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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 175 | $29.5K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 178 | $29.6K | 0.02% | −2,507−93.4% | Reduced |
| Concord Wealth Partners | 180 | $30.1K | 0.01% | −223−55.3% | Reduced |
| Larson Financial Group LLC | 183 | $30.5K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 184 | $30.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 184 | $30.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 189 | $31.5K | 0.00% | +12+6.8% | Added |
| Ridgewood Investments LLC | 193 | $32.1K | 0.02% | +193 | New |
| Newbridge Financial Services Group, Inc. | 196 | $32.7K | 0.02% | −10−4.9% | Reduced |
| Sound Income Strategies, LLC | 197 | $32.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $33.3K | 0.01% | +165+471.4% | Added |
| Institutional & Family Asset Management, LLC | 203 | $33.8K | 0.01% | +41+25.3% | Added |
| Sageworth Trust Co | 208 | $34.6K | 0.00% | −15−6.7% | Reduced |
| Country Trust Bank | 215 | $35.8K | 0.00% | −6−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 215 | $35.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 220 | $36.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 225 | $37.5K | 0.01% | +11+5.1% | Added |
| FNY Investment Advisers, LLC | 233 | $38.0K | 0.04% | +113+94.2% | Added |
| Piscataqua Savings Bank | 229 | $38.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 239 | $39.8K | 0.01% | −35−12.8% | Reduced |
| First Financial Corp | 247 | $41.1K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 258 | $42.9K | 0.02% | +123+91.1% | Added |
| Focused Wealth Management, Inc | 263 | $43.8K | 0.01% | +225+592.1% | Added |
| South State Corp. | 275 | $45.8K | 0.00% | +275 | New |
| Johnson Financial Group, Inc. | 278 | $46.3K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 286 | $47.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 295 | $49.0K | 0.01% | +57+23.9% | Added |
| Webster Bank, N. A. | 297 | $49.5K | 0.01% | −600−66.9% | Reduced |
| Logan Capital Management Inc | 298 | $49.6K | 0.00% | −26−8.0% | Reduced |
| Beacon Capital Management, LLC | 300 | $50.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 300 | $50.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 302 | $50.3K | 0.00% | −52−14.7% | Reduced |
| Geneos Wealth Management Inc. | 306 | $51.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $51.2K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 311 | $51.8K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 328 | $54.0K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 335 | $55.8K | 0.04% | −164−32.9% | Reduced |
| Exchange Traded Concepts, LLC | 336 | $56.0K | 0.00% | +1+0.3% | Added |
| Graham Capital Wealth Management, LLC | 338 | $56.3K | 0.08% | +338 | New |
| Capstone Investment Advisors, LLC | 345 | $57.5K | 0.00% | −112−24.5% | Reduced |
| TCI Wealth Advisors, Inc. | 348 | $58.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 354 | $59.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 356 | $59.3K | 0.03% | +1+0.3% | Added |
| Silvant Capital Management LLC | 358 | $59.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 362 | $60.0K | 0.01% | −29−7.4% | Reduced |
| Proequities, Inc. | 362 | $60.3K | 0.00% | −4,367−92.3% | Reduced |
| MV Capital Management, Inc. | 370 | $61.6K | 0.01% | +45+13.8% | Added |
| Core Alternative Capital | 377 | $62.9K | 0.01% | +30+8.6% | Added |
| Loomis Sayles & Co L P | 381 | $63.0K | 0.00% | +208+120.2% | Added |
| Versant Capital Management, Inc | 387 | $64.4K | 0.02% | +9+2.4% | Added |
| Ancora Advisors, LLC | 395 | $65.8K | 0.00% | −7−1.7% | Reduced |
| Paloma Partners Management Co | 396 | $66.0K | 0.01% | −3,241−89.1% | Reduced |
| Covestor Ltd | 399 | $66.0K | 0.06% | −77−16.2% | Reduced |
| WealthPLAN Partners, LLC | 404 | $67.3K | 0.01% | +404 | New |
| State of Wyoming | 406 | $67.6K | 0.02% | +198+95.2% | Added |
| Caldwell Sutter Capital, Inc. | 408 | $68.0K | 0.05% | +408 | New |
| Cutler Group LP | 411 | $68.0K | 0.01% | +100+32.2% | Added |
| Eagle Bay Advisors LLC | 436 | $72.6K | 0.04% | −16−3.5% | Reduced |
| Headlands Technologies LLC | 437 | $72.8K | 0.05% | −718−62.2% | Reduced |
| First Horizon Advisors, Inc. | 446 | $74.3K | 0.00% | −136−23.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 446 | $74.4K | 0.03% | +1+0.2% | Added |
| Addison Advisors LLC | 447 | $74.4K | 0.04% | −7−1.5% | Reduced |
| Islay Capital Management, LLC | 450 | $74.9K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 453 | $75.4K | 0.02% | +147+48.0% | Added |
| Trust Co of Vermont | 478 | $79.6K | 0.01% | −30−5.9% | Reduced |
| Dougherty Wealth Advisers LLC | 493 | $82.1K | 0.12% | −493−50.0% | Reduced |
| Virtus Investment Advisers, Inc. | 499 | $83.1K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 515 | $85.8K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 522 | $87.0K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 541 | $90.1K | 0.06% | −144−21.0% | Reduced |
| Edge Capital Group, LLC | 571 | $95.1K | 0.01% | −10−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 580 | $96.7K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 589 | $98.1K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 600 | $99.9K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 604 | $101.0K | 0.01% | +3+0.5% | Added |
| Tompkins Financial Corp | 618 | $102.9K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 617 | $103.0K | 0.01% | +617 | New |
| Bogart Wealth, LLC | 626 | $104.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 640 | $106.6K | 0.01% | −26−3.9% | Reduced |
| MCF Advisors LLC | 658 | $109.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 664 | $110.6K | 0.03% | −44−6.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 675 | $112.0K | 0.00% | −167−19.8% | Reduced |
| Independence Bank of Kentucky | 685 | $114.1K | 0.05% | −470−40.7% | Reduced |
| TSFG, LLC | 689 | $115.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 711 | $118.4K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 740 | $123.2K | 0.02% | +740 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 754 | $125.6K | 0.01% | −3,647−82.9% | Reduced |
| Bourgeon Capital Management LLC | 765 | $127.4K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 800 | $133.2K | 0.01% | +800 | New |
| True Wealth Design, LLC | 803 | $133.7K | 0.06% | +15+1.9% | Added |
| Kelly Financial Services LLC | 815 | $135.7K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 830 | $138.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 837 | $139.4K | 0.01% | −5−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 882 | $146.9K | 0.01% | +75+9.3% | Added |
| Kelly Lawrence W & Associates Inc | 900 | $149.9K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 911 | $152.0K | 0.02% | +3+0.3% | Added |
| Baldwin Brothers Inc | 916 | $152.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 931 | $155.1K | 0.00% | +215+30.0% | Added |
| CVA Family Office, LLC | 934 | $155.6K | 0.03% | +69+8.0% | Added |
| Parkside Financial Bank & Trust | 944 | $157.2K | 0.04% | +34+3.7% | Added |