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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,643 | $273.7K | 0.07% | +117+7.7% | Added |
| Legacy Financial Advisors, Inc. | 1,645 | $274.0K | 0.06% | −34−2.0% | Reduced |
| Alpha Financial Partners, LLC | 1,648 | $274.5K | 0.31% | −100−5.7% | Reduced |
| Norris Perne & French LLP | 1,650 | $274.8K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,657 | $276.0K | 0.04% | +172+11.6% | Added |
| MQS Management LLC | 1,663 | $277.0K | 0.18% | +1,663 | New |
| Great Valley Advisor Group, Inc. | 1,662 | $277.2K | 0.01% | +1,662 | New |
| Sterling Group Wealth Management, LLC | 1,666 | $277.5K | 0.26% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,686 | $280.8K | 0.06% | +289+20.7% | Added |
| Crescent Grove Advisors, LLC | 1,699 | $283.0K | 0.03% | +453+36.4% | Added |
| Jarislowsky, Fraser Ltd | 1,700 | $283.1K | 0.00% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,713 | $285.3K | 0.04% | −10−0.6% | Reduced |
| Optas, LLC | 1,722 | $286.8K | 0.10% | +85+5.2% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $287.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,729 | $288.0K | 0.07% | +201+13.2% | Added |
| RDA Financial Network | 1,730 | $288.2K | 0.13% | −7−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,731 | $288.3K | 0.04% | +2+0.1% | Added |
| Stevens Capital Management LP | 1,753 | $292.0K | 0.07% | +1,753 | New |
| Cassady Schiller Wealth Management, LLC | 1,765 | $294.6K | 0.14% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,774 | $295.5K | 0.01% | −76,989−97.7% | Reduced |
| Nwam LLC | 1,777 | $296.1K | 0.03% | +48+2.8% | Added |
| New Hampshire Trust | 1,778 | $296.1K | 0.08% | −25−1.4% | Reduced |
| Cambridge Trust Co | 1,793 | $298.6K | 0.01% | −68−3.7% | Reduced |
| Trust Co of Virginia | 1,794 | $298.8K | 0.03% | +346+23.9% | Added |
| Parsons Capital Management Inc | 1,808 | $301.1K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,813 | $302.0K | 0.18% | +79+4.6% | Added |
| Kinloch Capital, LLC | 1,825 | $304.0K | 0.18% | −52−2.8% | Reduced |
| TFB Advisors LLC | 1,829 | $304.6K | 0.23% | +17+0.9% | Added |
| Tradewinds, LLC. | 1,841 | $306.6K | 0.19% | +1,841 | New |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $306.8K | 0.19% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,847 | $307.6K | 0.08% | −361−16.3% | Reduced |
| Abner Herrman & Brock LLC | 1,850 | $308.0K | 0.05% | −13−0.7% | Reduced |
| First Capital Advisors Group, LLC. | 1,853 | $308.6K | 0.20% | −34−1.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,858 | $309.5K | 0.08% | +1+0.1% | Added |
| Covenant Partners, LLC | 1,860 | $309.8K | 0.12% | +511+37.9% | Added |
| Acima Private Wealth, LLC | 1,881 | $313.3K | 0.15% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,900 | $316.4K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,913 | $318.6K | 0.04% | +528+38.1% | Added |
| CKW Financial Group | 1,916 | $319.0K | 0.05% | +3+0.2% | Added |
| Willow Creek Wealth Management Inc. | 1,932 | $321.8K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,934 | $322.1K | 0.03% | −531−21.5% | Reduced |
| Journey Advisory Group, LLC | 1,935 | $322.3K | 0.05% | +120+6.6% | Added |
| Blueprint Investment Partners LLC | 1,945 | $323.9K | 0.07% | −2,234−53.5% | Reduced |
| Granite FO LLC | 1,800 | $324.3K | 0.20% | +1,800 | New |
| Kanawha Capital Management LLC | 1,957 | $325.9K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,959 | $326.3K | 0.01% | +655+50.2% | Added |
| Wallace Capital Management Inc. | 1,960 | $326.4K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,889 | $329.1K | 0.01% | +13+0.7% | Added |
| Alera Investment Advisors, LLC | 1,980 | $329.8K | 0.08% | −64−3.1% | Reduced |
| Roble, Belko & Company, Inc | 1,987 | $331.0K | 0.07% | −1,090−35.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,988 | $331.1K | 0.09% | +103+5.5% | Added |
| Integrated Wealth Concepts LLC | 1,991 | $332.0K | 0.01% | +157+8.6% | Added |
| S&CO Inc | 2,000 | $333.0K | 0.03% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,008 | $334.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,031 | $338.3K | 0.02% | −1,436−41.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,035 | $338.9K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,037 | $339.3K | 0.05% | +98+5.1% | Added |
| Stratos Wealth Partners, LTD. | 2,055 | $342.4K | 0.01% | −792−27.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,055 | $343.0K | 0.05% | +173+9.2% | Added |
| EagleClaw Capital Managment, LLC | 2,063 | $343.6K | 0.08% | −500−19.5% | Reduced |
| Virtue Capital Management, LLC | 1,952 | $344.1K | 0.06% | +501+34.5% | Added |
| Sender Co & Partners, Inc. | 2,067 | $344.3K | 1.25% | +2,067 | New |
| Gilbert & Cook, Inc. | 2,068 | $344.4K | 0.06% | −112−5.1% | Reduced |
| Main Street Financial Solutions, LLC | 2,064 | $345.0K | 0.05% | +98+5.0% | Added |
| CWA Asset Management Group, LLC | 2,094 | $348.8K | 0.03% | +2,094 | New |
| Carolinas Wealth Consulting LLC | 2,096 | $349.2K | 0.07% | −25−1.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,101 | $349.9K | 0.03% | −390−15.7% | Reduced |
| Congress Wealth Management LLC | 2,125 | $353.9K | 0.01% | +171+8.8% | Added |
| Wedbush Securities Inc | 2,128 | $354.0K | 0.02% | +282+15.3% | Added |
| World Equity Group, Inc. | 34,788 | $355.5K | 0.06% | +34,788 | New |
| Mairs & Power Inc | 2,140 | $356.4K | 0.00% | +656+44.2% | Added |
| Asset Management Resources, LLC | 2,141 | $356.6K | 0.23% | +165+8.4% | Added |
| Bank of Nova Scotia Trust Co | 2,151 | $358.2K | 0.04% | −97−4.3% | Reduced |
| Inscription Capital, LLC | 2,155 | $358.9K | 0.09% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,190 | $364.7K | 0.13% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,193 | $365.3K | 0.02% | +213+10.8% | Added |
| Hamilton Capital Partners Inc. | 2,200 | $366.4K | 0.13% | −1,500−40.5% | Reduced |
| SRB Corp | 2,200 | $366.4K | 0.02% | −533−19.5% | Reduced |
| Hall Laurie J Trustee | 2,210 | $368.0K | 0.16% | −180−7.5% | Reduced |
| Allstate Corp | 2,230 | $371.4K | 0.03% | −15,703−87.6% | Reduced |
| Cahaba Wealth Management, Inc. | 2,244 | $373.7K | 0.04% | −80−3.4% | Reduced |
| Financial Advocates Investment Management | 2,247 | $374.2K | 0.03% | +353+18.6% | Added |
| Kathmere Capital Management, LLC | 2,251 | $374.9K | 0.06% | −1,118−33.2% | Reduced |
| BerganKDV Wealth Management, LLC | 2,258 | $376.0K | 0.04% | +51+2.3% | Added |
| Talisman Wealth Advisors LLC | 2,291 | $381.0K | 0.69% | +481+26.6% | Added |
| Bank of New Hampshire | 2,294 | $382.1K | 0.11% | −587−20.4% | Reduced |
| Aaron Wealth Advisors | 2,298 | $382.7K | 0.05% | +465+25.4% | Added |
| Drake & Associates, LLC | 2,308 | $384.4K | 0.19% | +79+3.5% | Added |
| Fisher Asset Management, LLC | 2,318 | $386.2K | 0.00% | +2,318 | New |
| InterOcean Capital Group, LLC | 2,320 | $386.4K | 0.01% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,353 | $391.9K | 0.02% | −228−8.8% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $392.9K | 0.22% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,368 | $394.4K | 0.04% | +190+8.7% | Added |
| Tobam | 2,380 | $396.0K | 0.03% | −205−7.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,375 | $396.0K | 0.03% | −100−4.0% | Reduced |
| Sage Mountain Advisors LLC | 2,412 | $401.7K | 0.06% | +980+68.4% | Added |
| Meritas Wealth Management, LLC | 2,421 | $403.2K | 0.32% | −6−0.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,431 | $404.9K | 0.15% | +11+0.5% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $405.7K | 0.30% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,442 | $406.7K | 0.01% | −16−0.7% | Reduced |