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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 3,678 | $612.0K | 0.18% | +5+0.1% | Added |
| Bryn Mawr Trust Co | 3,682 | $613.0K | 0.03% | +739+25.1% | Added |
| Ellevest, Inc. | 3,705 | $617.1K | 0.05% | −268−6.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,724 | $620.2K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,733 | $621.7K | 0.03% | +93+2.6% | Added |
| Hutchinson Capital Management | 3,738 | $622.6K | 0.16% | +3+0.1% | Added |
| VeraBank, N.A. | 3,790 | $631.2K | 0.29% | −323−7.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,791 | $631.4K | 0.01% | −135−3.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,831 | $633.9K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,819 | $636.1K | 0.26% | +1,120+41.5% | Added |
| Waypoint Capital Advisors, LLC | 3,854 | $641.9K | 0.21% | −19−0.5% | Reduced |
| Kenfarb & Co. | 3,855 | $642.0K | 0.57% | −180−4.5% | Reduced |
| Fidelis Capital Partners, LLC | 3,586 | $643.2K | 0.27% | +3,586 | New |
| Amplius Wealth Advisors, LLC | 3,867 | $644.0K | 0.09% | −544−12.3% | Reduced |
| CTC Capital Management, LLC | 3,870 | $644.5K | 1.35% | +3,870 | New |
| Dakota Wealth Management | 3,939 | $656.1K | 0.04% | +485+14.0% | Added |
| Matthew Goff Investment Advisor, LLC | 3,940 | $656.2K | 0.16% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,987 | $664.0K | 0.11% | +271+7.3% | Added |
| Banque Pictet & Cie SA | 3,999 | $666.0K | 0.01% | −149−3.6% | Reduced |
| Western Wealth Management, LLC | 4,018 | $669.2K | 0.06% | −64−1.6% | Reduced |
| Stokes Family Office, LLC | 4,022 | $669.9K | 0.08% | −954−19.2% | Reduced |
| Atlantic Union Bankshares Corp | 4,028 | $670.9K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,124 | $686.9K | 0.22% | +4,124 | New |
| McAdam, LLC | 4,137 | $689.0K | 0.06% | +225+5.8% | Added |
| Financial Counselors Inc | 4,195 | $699.0K | 0.02% | −119−2.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,205 | $700.3K | 0.06% | +318+8.2% | Added |
| Conning Inc. | 4,208 | $700.8K | 0.02% | −481−10.3% | Reduced |
| AIA Group Ltd | 4,252 | $708.2K | 0.04% | −675−13.7% | Reduced |
| Gateway Investment Advisers LLC | 4,289 | $714.3K | 0.01% | −163−3.7% | Reduced |
| Exos TFP Holdings LLC | 4,294 | $715.2K | 0.18% | +2,192+104.3% | Added |
| Stephens Inc | 4,303 | $716.7K | 0.01% | +620+16.8% | Added |
| Banque Cantonale Vaudoise | 4,310 | $718.0K | 0.04% | +96+2.3% | Added |
| Legacy Capital Wealth Partners, LLC | 4,326 | $720.5K | 0.20% | +4,326 | New |
| West Family Investments, Inc. | 4,331 | $721.3K | 0.29% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,388 | $730.8K | 0.03% | +1,222+38.6% | Added |
| Quadrant Private Wealth Management, LLC | 4,435 | $738.6K | 0.23% | −23−0.5% | Reduced |
| Winton Group Ltd | 4,444 | $740.1K | 0.05% | +4,444 | New |
| Boston Financial Mangement LLC | 4,490 | $747.8K | 0.03% | +6+0.1% | Added |
| James Hambro & Partners | 4,510 | $750.8K | 0.05% | −889−16.5% | Reduced |
| Integrated Advisors Network LLC | 4,519 | $752.6K | 0.05% | −141−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,520 | $752.8K | 0.09% | −134−2.9% | Reduced |
| Manchester Capital Management LLC | 4,581 | $763.0K | 0.10% | 00.0% | Unchanged |
| First Manhattan Co | 4,585 | $763.9K | 0.00% | +229+5.3% | Added |
| Symmetry Partners, LLC | 4,599 | $766.0K | 0.04% | +94+2.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,602 | $766.5K | 0.40% | −81−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,610 | $767.9K | 0.10% | +78+1.7% | Added |
| Sonnipe Ltd | 4,621 | $769.6K | 0.12% | +481+11.6% | Added |
| SRN Advisors, LLC | 4,683 | $772.1K | 0.71% | −94−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,642 | $773.1K | 0.07% | +815+21.3% | Added |
| King Luther Capital Management Corp | 4,656 | $775.5K | 0.00% | −8−0.2% | Reduced |
| Wexford Capital LP | 4,661 | $776.3K | 0.16% | +4,661 | New |
| Cetera Advisors LLC | 4,677 | $779.0K | 0.01% | −1,166−20.0% | Reduced |
| JGP Wealth Management, LLC | 4,697 | $782.3K | 0.14% | +24+0.5% | Added |
| Oppenheimer & Co Inc | 4,717 | $785.6K | 0.02% | −126−2.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,742 | $789.8K | 0.03% | −628−11.7% | Reduced |
| Gladstone Institutional Advisory LLC | 4,744 | $790.1K | 0.05% | −1,028−17.8% | Reduced |
| Ironwood Investment Counsel, LLC | 4,800 | $799.4K | 0.19% | −20−0.4% | Reduced |
| Sowell Financial Services LLC | 4,859 | $809.0K | 0.06% | −9,979−67.3% | Reduced |
| WBI Investments | 4,917 | $818.9K | 0.16% | −10,174−67.4% | Reduced |
| Valeo Financial Advisors, LLC | 4,936 | $822.1K | 0.04% | +1,567+46.5% | Added |
| Kinsale Capital Group, Inc. | 4,941 | $822.9K | 0.60% | +4,941 | New |
| Perigon Wealth Management, LLC | 4,948 | $824.0K | 0.05% | +56+1.1% | Added |
| Global Retirement Partners, LLC | 4,694 | $834.9K | 0.04% | +860+22.4% | Added |
| Murphy Pohlad Asset Management LLC | 5,050 | $841.1K | 0.35% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,054 | $841.7K | 0.85% | −16−0.3% | Reduced |
| Virtus ETF Advisers LLC | 5,114 | $851.7K | 0.47% | +131+2.6% | Added |
| Meiji Yasuda Life Insurance Co | 5,115 | $852.0K | 0.02% | −20−0.4% | Reduced |
| Essex Investment Management Co LLC | 5,179 | $862.6K | 0.13% | −1,220−19.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $864.6K | 0.54% | 00.0% | Unchanged |
| Regents of the University of California | 5,200 | $866.1K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,219 | $866.2K | 0.03% | −1,256−19.4% | Reduced |
| Charter Trust Co | 5,205 | $866.9K | 0.07% | −566−9.8% | Reduced |
| We Are One Seven, LLC | 5,227 | $870.6K | 0.06% | +285+5.8% | Added |
| Ballentine Partners, LLC | 5,293 | $881.5K | 0.02% | +1,711+47.8% | Added |
| Venturi Wealth Management, LLC | 5,354 | $891.7K | 0.07% | −281−5.0% | Reduced |
| CM Wealth Advisors LLC | 5,049 | $893.0K | 0.17% | +5,049 | New |
| Arrowstreet Capital, Limited Partnership | 5,393 | $898.0K | 0.00% | +5,393 | New |
| PFS Investments Inc. | 5,314 | $900.0K | 0.02% | +1,413+36.2% | Added |
| Norway Savings Bank | 5,437 | $905.5K | 0.46% | −35−0.6% | Reduced |
| Bridgefront Capital, LLC | 5,458 | $909.0K | 0.55% | +5,458 | New |
| Susquehanna Fundamental Investments, LLC | 5,464 | $910.0K | 0.02% | −87,778−94.1% | Reduced |
| Wedmont Private Capital | 5,445 | $915.5K | 0.12% | +641+13.3% | Added |
| Douglas Lane & Associates, LLC | 5,520 | $919.4K | 0.02% | −533−8.8% | Reduced |
| Dover Advisors, LLC | 5,530 | $921.0K | 0.89% | 00.0% | Unchanged |
| Aries Wealth Management | 5,536 | $922.0K | 0.38% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,540 | $922.8K | 0.03% | +181+3.4% | Added |
| SFMG, LLC | 5,560 | $926.0K | 0.10% | +15+0.3% | Added |
| DoubleLine ETF Adviser LP | 5,599 | $932.5K | 0.40% | −1,398−20.0% | Reduced |
| Donaldson Capital Management, LLC | 5,631 | $937.9K | 0.04% | +959+20.5% | Added |
| Allred Capital Management, LLC | 5,640 | $939.3K | 0.50% | −19−0.3% | Reduced |
| Trust Asset Management LLC | 5,677 | $945.5K | 0.11% | +11+0.2% | Added |
| Boltwood Capital Management | 5,689 | $947.5K | 0.35% | −21−0.4% | Reduced |
| Clarius Group, LLC | 5,691 | $947.8K | 0.08% | −399−6.6% | Reduced |
| HB Wealth Management, LLC | 5,700 | $949.3K | 0.02% | +25+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 5,711 | $951.0K | 0.36% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 5,715 | $951.8K | 0.11% | +280+5.2% | Added |
| Parallel Advisors, LLC | 5,749 | $957.5K | 0.03% | −60−1.0% | Reduced |
| Beck Bode, LLC | 5,815 | $968.5K | 0.24% | +1,113+23.7% | Added |
| Missouri Trust & Investment Co | 5,833 | $971.5K | 0.63% | −750−11.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,839 | $972.5K | 0.02% | −75−1.3% | Reduced |