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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 958 | $159.6K | 0.03% | +25+2.7% | Added |
| Clear Street Markets LLC | 971 | $162.0K | 0.04% | +470+93.8% | Added |
| American State Bank (Iowa) | 975 | $162.4K | 0.12% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 979 | $163.1K | 0.04% | +2+0.2% | Added |
| Milestone Investment Advisors LLC | 1,031 | $171.7K | 0.05% | +1,031 | New |
| Magellan Asset Management Ltd | 1,032 | $171.9K | 0.00% | −11−1.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,068 | $178.0K | 0.02% | +1,068 | New |
| Garde Capital, Inc. | 1,099 | $183.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,100 | $183.2K | 0.04% | +87+8.6% | Added |
| Riverview Trust Co | 1,125 | $187.4K | 0.17% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,135 | $189.0K | 0.10% | −390−25.6% | Reduced |
| Spire Wealth Management | 1,140 | $189.9K | 0.01% | +88+8.4% | Added |
| Hollencrest Capital Management | 1,149 | $191.4K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,177 | $196.0K | 0.02% | +376+46.9% | Added |
| LeJeune Puetz Investment Counsel LLC | 1,181 | $196.7K | 0.07% | +13+1.1% | Added |
| Middleton & Co Inc | 1,210 | $201.5K | 0.03% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,211 | $201.7K | 0.11% | −2,503−67.4% | Reduced |
| Rossmore Private Capital | 1,213 | $202.0K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 1,229 | $204.7K | 0.00% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,235 | $205.7K | 0.06% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,211 | $206.0K | 0.12% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,240 | $206.5K | 0.02% | +1,240 | New |
| Marcum Wealth, LLC | 1,240 | $206.5K | 0.03% | +1,240 | New |
| LVW Advisors, LLC | 1,252 | $208.5K | 0.04% | −1−0.1% | Reduced |
| Wealth Management Associates, Inc. | 1,255 | $209.0K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,259 | $209.7K | 0.02% | −1,316−51.1% | Reduced |
| Thrive Capital Management, LLC | 1,276 | $210.4K | 0.13% | +1+0.1% | Added |
| Vista Wealth Management Group, LLC | 1,269 | $211.3K | 0.02% | +1,269 | New |
| Umb Bank N A | 1,275 | $212.4K | 0.00% | −17−1.3% | Reduced |
| Nichols & Pratt Advisers LLP | 1,277 | $212.7K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,283 | $213.7K | 0.04% | −7−0.5% | Reduced |
| Brown Shipley& Co Ltd | 1,284 | $213.8K | 0.14% | +1,284 | New |
| Pointe Capital Management LLC | 1,287 | $214.3K | 0.16% | −977−43.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $214.8K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,300 | $216.5K | 0.13% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,208 | $216.6K | 0.02% | +1,208 | New |
| Great Lakes Advisors, LLC | 1,302 | $216.8K | 0.00% | +1,302 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,308 | $217.8K | 0.05% | +1,308 | New |
| ML & R Wealth Management LLC | 1,308 | $217.9K | 0.06% | +79+6.4% | Added |
| WestHill Financial Advisors, Inc. | 1,316 | $219.2K | 0.07% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,324 | $221.0K | 0.20% | +1,324 | New |
| Farmers & Merchants Investments Inc | 1,338 | $222.8K | 0.01% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,350 | $224.8K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $224.8K | 0.08% | 00.0% | Unchanged |
| Dempze Nancy E | 1,355 | $225.7K | 0.21% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 1,363 | $227.0K | 0.09% | −1,700−55.5% | Reduced |
| LGT Financial Advisors LLC | 1,364 | $227.2K | 0.42% | +1,364 | New |
| Joel Isaacson & Co., LLC | 1,370 | $228.2K | 0.02% | −43−3.0% | Reduced |
| Klingenstein Fields & Co LP | 1,370 | $228.2K | 0.01% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,372 | $228.5K | 0.13% | −83−5.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,372 | $228.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,373 | $228.7K | 0.01% | +399+41.0% | Added |
| Callan Family Office, LLC | 1,374 | $228.8K | 0.06% | +1,374 | New |
| YHB Investment Advisors, Inc. | 1,376 | $229.2K | 0.02% | −31−2.2% | Reduced |
| Smith, Salley & Associates | 1,377 | $229.3K | 0.02% | −34−2.4% | Reduced |
| First Citizens Bank & Trust Co | 1,379 | $229.7K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 1,381 | $230.0K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,383 | $230.3K | 0.11% | +27+2.0% | Added |
| Rockland Trust Co | 1,389 | $231.3K | 0.01% | +44+3.3% | Added |
| Massmutual Trust Co FSB | 1,413 | $235.3K | 0.01% | +171+13.8% | Added |
| Evergreen Capital Management LLC | 1,413 | $235.3K | 0.01% | +13+0.9% | Added |
| Gyroscope Capital Management Group, LLC | 1,416 | $235.8K | 0.06% | −1,992−58.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,420 | $236.5K | 0.04% | −327−18.7% | Reduced |
| Diligent Investors, LLC | 1,425 | $237.3K | 0.07% | −150−9.5% | Reduced |
| FourThought Financial Partners, LLC | 1,429 | $238.1K | 0.03% | +42+3.0% | Added |
| PFS Partners, LLC | 1,434 | $238.8K | 0.23% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,453 | $242.0K | 0.22% | −9−0.6% | Reduced |
| Capital Wealth Planning, LLC | 1,474 | $245.5K | 0.00% | +74+5.3% | Added |
| Colonial Trust Co | 1,490 | $245.7K | 0.06% | +1,178+377.6% | Added |
| Prospera Financial Services Inc | 1,471 | $245.8K | 0.01% | +23+1.6% | Added |
| Heron Financial Group, LLC | 1,479 | $246.3K | 0.14% | +70+5.0% | Added |
| Flagship Harbor Advisors, LLC | 1,489 | $248.0K | 0.02% | 00.0% | Unchanged |
| David Loasby | 1,468 | $248.7K | 0.03% | +1,468 | New |
| Ameritas Advisory Services, LLC | 1,454 | $250.3K | 0.01% | −110−7.0% | Reduced |
| First Foundation Advisors | 1,510 | $251.5K | 0.01% | −381−20.1% | Reduced |
| GraniteShares Advisors LLC | 1,512 | $251.8K | 0.22% | −29−1.9% | Reduced |
| Continuum Advisory, LLC | 1,514 | $252.2K | 0.04% | −36−2.3% | Reduced |
| Patron Partners Advisors, LLC | 1,519 | $253.0K | 0.19% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,517 | $253.0K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,535 | $255.7K | 0.04% | −171−10.0% | Reduced |
| Detalus Advisors, LLC | 1,541 | $256.7K | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,825 | $258.5K | 0.08% | +201+5.5% | Added |
| Cypress Capital Group | 1,558 | $259.5K | 0.04% | −96−5.8% | Reduced |
| Appleton Partners Inc | 1,569 | $261.0K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,572 | $262.0K | 0.02% | −86−5.2% | Reduced |
| Lion Street Advisors, LLC | 1,578 | $262.8K | 0.08% | +6+0.4% | Added |
| Carret Asset Management, LLC | 1,580 | $263.0K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $263.1K | 0.06% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,593 | $265.3K | 0.26% | −15−0.9% | Reduced |
| Ledyard National Bank | 1,601 | $266.6K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,722 | $267.0K | 0.27% | +1,722 | New |
| Kessler Investment Group, LLC | 1,605 | $267.3K | 0.18% | +51+3.3% | Added |
| Bailard, Inc. | 1,608 | $267.8K | 0.01% | +53+3.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $268.0K | 0.16% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $268.0K | 0.14% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,620 | $269.8K | 0.01% | +1,620 | New |
| Ashton Thomas Private Wealth, LLC | 1,621 | $270.0K | 0.02% | −3,331−67.3% | Reduced |
| Meridian Wealth Advisors, LLC | 1,630 | $271.5K | 0.07% | −52−3.1% | Reduced |
| Ewa, LLC | 1,501 | $272.0K | 0.20% | +1,501 | New |
| Voya Financial Advisors, Inc. | 1,659 | $273.5K | 0.03% | +106+6.8% | Added |