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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 2,467 | $407.0K | 0.01% | +2,467 | New |
| SOL Capital Management CO | 2,445 | $407.2K | 0.07% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $408.5K | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,453 | $408.5K | 0.02% | +851+53.1% | Added |
| Engineers Gate Manager LP | 2,456 | $409.0K | 0.02% | −8,681−77.9% | Reduced |
| Northeast Financial Consultants Inc | 2,460 | $409.7K | 0.03% | −100−3.9% | Reduced |
| Sigma Planning Corp | 2,467 | $410.9K | 0.01% | +161+7.0% | Added |
| Foundations Investment Advisors, LLC | 2,478 | $412.7K | 0.01% | +24+1.0% | Added |
| Legacy Capital Group California, Inc. | 2,490 | $414.7K | 0.20% | +2,490 | New |
| Glassman Wealth Services | 2,508 | $417.7K | 0.07% | −11−0.4% | Reduced |
| Founders Financial Securities LLC | 2,545 | $423.9K | 0.06% | +1,011+65.9% | Added |
| NBT Bank N A | 2,548 | $424.4K | 0.06% | +246+10.7% | Added |
| Journey Strategic Wealth LLC | 2,573 | $428.6K | 0.05% | +819+46.7% | Added |
| Essex Financial Services, Inc. | 2,575 | $428.8K | 0.05% | +106+4.3% | Added |
| Park Place Capital Corp | 2,597 | $432.5K | 0.12% | +540+26.3% | Added |
| REDW Wealth LLC | 2,600 | $433.0K | 0.14% | −590−18.5% | Reduced |
| Capital Advisors Inc | 2,602 | $433.4K | 0.01% | +2+0.1% | Added |
| Reliant Investment Management, LLC | 2,609 | $434.5K | 0.27% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,622 | $436.0K | 0.01% | −18,353−87.5% | Reduced |
| Boston Research & Management Inc | 2,620 | $436.0K | 0.13% | −17−0.6% | Reduced |
| Israel Discount Bank of New York | 2,634 | $438.7K | 0.33% | −33−1.2% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $438.9K | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 2,637 | $439.0K | 0.01% | −60−2.2% | Reduced |
| Connectus Wealth, LLC | 2,639 | $439.8K | 0.01% | +112+4.4% | Added |
| Gladius Capital Management LP | 2,642 | $440.1K | 0.14% | +160+6.4% | Added |
| Csenge Advisory Group | 2,668 | $444.3K | 0.03% | −39−1.4% | Reduced |
| Ambassador Advisors, LLC | 2,475 | $446.4K | 0.10% | +391+18.8% | Added |
| Stockman Wealth Management, Inc. | 2,692 | $448.4K | 0.10% | −99−3.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,597 | $452.7K | 0.07% | +2,597 | New |
| Geller Advisors LLC | 2,724 | $453.7K | 0.07% | −139−4.9% | Reduced |
| Tower Bridge Advisors | 2,735 | $455.5K | 0.04% | +35+1.3% | Added |
| Proficio Capital Partners LLC | 2,741 | $456.4K | 0.07% | −105−3.7% | Reduced |
| Deseret Mutual Benefit Administrators | 2,772 | $461.7K | 0.18% | +132+5.0% | Added |
| X-Square Capital, LLC | 2,785 | $464.0K | 0.27% | −263−8.6% | Reduced |
| Stratos Wealth Advisors, LLC | 2,847 | $474.3K | 0.04% | +171+6.4% | Added |
| Twin Focus Capital Partners, LLC | 2,855 | $475.6K | 0.09% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,860 | $476.3K | 0.47% | 00.0% | Unchanged |
| Strid Group, LLC | 2,864 | $477.0K | 0.11% | −364−11.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,864 | $477.0K | 0.17% | +7+0.2% | Added |
| Waldron Private Wealth LLC | 2,867 | $477.5K | 0.02% | +223+8.4% | Added |
| Centiva Capital, LP | 2,876 | $479.0K | 0.03% | +1,605+126.3% | Added |
| Fukoku Mutual Life Insurance Co | 2,879 | $479.5K | 0.04% | −440−13.3% | Reduced |
| IFP Advisors, Inc | 5,996 | $482.4K | 0.02% | +792+15.2% | Added |
| Wealthsource Partners, LLC | 2,907 | $484.2K | 0.03% | +13+0.4% | Added |
| Atlas Private Wealth Management | 2,914 | $485.3K | 0.29% | +142+5.1% | Added |
| Montag A & Associates Inc | 2,927 | $487.5K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,934 | $488.7K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,941 | $489.9K | 0.01% | −894−23.3% | Reduced |
| Chesapeake Asset Management LLC | 2,952 | $491.7K | 0.45% | +2,952 | New |
| Forum Financial Management, LP | 2,982 | $496.7K | 0.01% | −77−2.5% | Reduced |
| Strategic Blueprint, LLC | 3,010 | $501.3K | 0.05% | +34+1.1% | Added |
| ING Groep NV | 3,015 | $502.1K | 0.00% | +3,015 | New |
| North Star Asset Management Inc | 3,016 | $502.3K | 0.03% | −10−0.3% | Reduced |
| 9258 Wealth Management, LLC | 3,037 | $505.8K | 0.10% | −13−0.4% | Reduced |
| Shira Ridge Wealth Management | 3,044 | $507.0K | 0.33% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,831 | $513.0K | 0.59% | +2,831 | New |
| Opus Capital Group, LLC | 3,091 | $515.0K | 0.09% | −28−0.9% | Reduced |
| Shelton Capital Management | 3,093 | $515.1K | 0.02% | −65−2.1% | Reduced |
| Defined Wealth Management, LLC | 3,095 | $515.5K | 0.48% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,106 | $517.3K | 0.06% | +6+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,118 | $519.4K | 0.01% | −37,295−92.3% | Reduced |
| V-Square Quantitative Management LLC | 3,121 | $519.8K | 0.48% | +3,121 | New |
| Waller Financial Planning Group, Inc | 3,124 | $520.3K | 0.15% | +11+0.4% | Added |
| Empower Advisory Group, LLC | 3,109 | $524.3K | 0.00% | +3,109 | New |
| Thrive Wealth Management, LLC | 3,149 | $524.4K | 0.13% | +217+7.4% | Added |
| Bill Few Associates, Inc. | 3,150 | $524.6K | 0.29% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,150 | $525.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 3,169 | $527.7K | 0.06% | +292+10.1% | Added |
| Level Four Advisory Services, LLC | 3,175 | $528.9K | 0.03% | +3,175 | New |
| Eads & Heald Wealth Management | 3,180 | $530.0K | 0.26% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,184 | $530.3K | 0.01% | +3,184 | New |
| Qsemble Capital Management, LP | 3,200 | $533.0K | 0.36% | −3,500−52.2% | Reduced |
| Duncker Streett & Co Inc | 3,200 | $533.0K | 0.13% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,231 | $538.1K | 0.18% | −20−0.6% | Reduced |
| Buckley Wealth Management, LLC | 3,232 | $538.3K | 0.20% | +410+14.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $540.3K | 0.10% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $541.3K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,254 | $542.0K | 0.05% | −565−14.8% | Reduced |
| Abbrea Capital, LLC | 3,257 | $542.0K | 0.09% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,288 | $547.6K | 0.03% | −406−11.0% | Reduced |
| Mutual Advisors, LLC | 3,291 | $548.1K | 0.02% | +1,338+68.5% | Added |
| Summit Global Investments | 3,311 | $551.0K | 0.04% | +178+5.7% | Added |
| Archvest Wealth Advisors, Inc. | 3,325 | $553.8K | 0.49% | −111−3.2% | Reduced |
| Domani Wealth, LLC | 3,340 | $556.3K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,363 | $560.1K | 0.04% | +1,267+60.4% | Added |
| BSW Wealth Partners | 3,384 | $563.6K | 0.12% | +231+7.3% | Added |
| Savant Capital, LLC | 3,426 | $570.6K | 0.01% | +34+1.0% | Added |
| Sequoia Financial Advisors, LLC | 3,434 | $572.0K | 0.01% | −44−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,443 | $573.5K | 0.12% | +87+2.6% | Added |
| Caldwell Trust Co | 3,456 | $575.6K | 0.08% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $582.9K | 0.26% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $583.0K | 0.15% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,512 | $585.0K | 0.31% | +9+0.3% | Added |
| Sentry Investment Management LLC | 3,519 | $586.0K | 0.24% | −1,160−24.8% | Reduced |
| Atria Wealth Solutions, Inc. | 3,527 | $587.3K | 0.01% | +170+5.1% | Added |
| Ausdal Financial Partners, Inc. | 3,588 | $597.6K | 0.08% | −7−0.2% | Reduced |
| Imprint Wealth LLC | 3,600 | $599.6K | 0.39% | +3,600 | New |
| Vise Technologies, Inc. | 3,630 | $604.6K | 0.16% | +169+4.9% | Added |
| Hilltop Holdings Inc. | 3,663 | $610.1K | 0.08% | −180−4.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,673 | $611.8K | 0.06% | +3,673 | New |