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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 5,850 | $974.0K | 0.23% | +66+1.1% | Added |
| KCS Wealth Advisory | 5,872 | $978.0K | 0.37% | −774−11.6% | Reduced |
| West Paces Advisors Inc. | 5,935 | $988.5K | 0.31% | +39+0.7% | Added |
| Sweet Financial Partners, LLC | 5,937 | $988.8K | 0.27% | +5,937 | New |
| Fund Management at Engine No. 1 LLC | 6,003 | $999.8K | 0.20% | +543+9.9% | Added |
| Cigna Investments Inc | 6,018 | $1.00M | 0.20% | −119−1.9% | Reduced |
| Profund Advisors LLC | 6,034 | $1.00M | 0.06% | +430+7.7% | Added |
| US Asset Management LLC | 6,056 | $1.01M | 1.03% | −12−0.2% | Reduced |
| Wesbanco Bank Inc | 6,104 | $1.02M | 0.04% | +4,596+304.8% | Added |
| Quantinno Capital Management LP | 6,110 | $1.02M | 0.07% | +2,472+67.9% | Added |
| Checchi Capital Advisers, LLC | 6,127 | $1.02M | 0.10% | −90−1.4% | Reduced |
| Gries Financial LLC | 6,130 | $1.02M | 0.30% | −80−1.3% | Reduced |
| Desjardins Global Asset Management Inc. | 6,187 | $1.03M | 0.13% | +1,972+46.8% | Added |
| Meeder Advisory Services, Inc. | 6,227 | $1.04M | 0.12% | +482+8.4% | Added |
| Wilkins Investment Counsel Inc | 6,240 | $1.04M | 0.27% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,239 | $1.04M | 0.17% | +6,239 | New |
| Ostrum Asset Management | 6,244 | $1.04M | 0.09% | +6,244 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,306 | $1.05M | 0.17% | +335+5.6% | Added |
| Nilsine Partners, LLC | 6,334 | $1.05M | 0.17% | +6,334 | New |
| Ameritas Investment Partners, Inc. | 6,340 | $1.06M | 0.04% | +10.0% | Added |
| DF Dent & Co Inc | 6,381 | $1.06M | 0.01% | +417+7.0% | Added |
| Ritholtz Wealth Management | 6,407 | $1.07M | 0.05% | −14,978−70.0% | Reduced |
| Ossiam | 6,431 | $1.07M | 0.02% | −114,518−94.7% | Reduced |
| CAPROCK Group, Inc. | 6,475 | $1.08M | 0.08% | +506+8.5% | Added |
| D.A. Davidson & Co. | 6,507 | $1.08M | 0.01% | +2,090+47.3% | Added |
| Edgemoor Investment Advisors, Inc. | 6,509 | $1.08M | 0.13% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,510 | $1.08M | 0.44% | −78−1.2% | Reduced |
| United Bank | 6,549 | $1.09M | 0.64% | −120−1.8% | Reduced |
| Pinnacle Associates Ltd | 6,556 | $1.09M | 0.02% | +65+1.0% | Added |
| Peapack Gladstone Financial Corp | 6,603 | $1.10M | 0.02% | −110−1.6% | Reduced |
| Citizens & Northern Corp | 6,650 | $1.11M | 0.43% | +92+1.4% | Added |
| Elmwood Wealth Management, Inc. | 6,653 | $1.11M | 0.52% | +80+1.2% | Added |
| Acrisure Capital Management, LLC | 7,075 | $1.18M | 1.19% | −682−8.8% | Reduced |
| Cresset Asset Management, LLC | 7,118 | $1.19M | 0.02% | −2,816−28.3% | Reduced |
| RCS Financial Planning, LLC | 7,152 | $1.19M | 1.06% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 7,210 | $1.20M | 0.04% | −99−1.4% | Reduced |
| AXS Investments LLC | 7,254 | $1.21M | 0.40% | +439+6.4% | Added |
| Wintrust Investments LLC | 7,264 | $1.21M | 0.15% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,294 | $1.22M | 0.02% | −80−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 7,339 | $1.22M | 0.05% | +404+5.8% | Added |
| Smithfield Trust Co | 7,343 | $1.22M | 0.08% | 00.0% | Unchanged |
| Arden Trust Co | 7,389 | $1.23M | 0.22% | +893+13.7% | Added |
| Avantax Advisory Services, Inc. | 7,428 | $1.24M | 0.02% | +1,777+31.4% | Added |
| TrinityPoint Wealth, LLC | 7,447 | $1.24M | 0.27% | +9+0.1% | Added |
| Clearstead Advisors, LLC | 7,606 | $1.27M | 0.09% | +708+10.3% | Added |
| Summit Financial, LLC | 7,666 | $1.28M | 0.11% | +21+0.3% | Added |
| Lantz Financial LLC | 7,674 | $1.28M | 0.53% | 00.0% | Unchanged |
| MAI Capital Management | 7,685 | $1.28M | 0.02% | −465−5.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,734 | $1.29M | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 7,738 | $1.29M | 0.05% | +242+3.2% | Added |
| HM Payson & Co | 7,743 | $1.29M | 0.03% | +232+3.1% | Added |
| Mount Yale Investment Advisors, LLC | 7,905 | $1.32M | 0.15% | −2,718−25.6% | Reduced |
| LMCG Investments, LLC | 7,978 | $1.33M | 0.09% | −523−6.2% | Reduced |
| PFG Advisors | 8,007 | $1.33M | 0.11% | +275+3.6% | Added |
| DFPG Investments, LLC | 8,028 | $1.34M | 0.14% | +210+2.7% | Added |
| Enterprise Bank & Trust Co | 8,039 | $1.34M | 0.58% | −119−1.5% | Reduced |
| Bishop Rock Capital, L.P. | 8,111 | $1.35M | 2.10% | −21,293−72.4% | Reduced |
| TD Private Client Wealth LLC | 8,139 | $1.36M | 0.06% | +523+6.9% | Added |
| Quadrant Capital Group LLC | 8,172 | $1.36M | 0.14% | −61−0.7% | Reduced |
| Banco Santander, S.A. | 8,182 | $1.36M | 0.02% | +110+1.4% | Added |
| LS Investment Advisors, LLC | 8,258 | $1.38M | 0.26% | 00.0% | Unchanged |
| Comerica Securities,inc. | 8,258 | $1.38M | 0.10% | +1,684+25.6% | Added |
| Signaturefd, LLC | 8,277 | $1.38M | 0.04% | −212−2.5% | Reduced |
| Evercore Wealth Management, LLC | 8,369 | $1.39M | 0.03% | −13−0.2% | Reduced |
| Qtron Investments LLC | 8,398 | $1.40M | 0.29% | +830+11.0% | Added |
| Tower Research Capital LLC (TRC) | 8,401 | $1.40M | 0.04% | −7,452−47.0% | Reduced |
| Balentine LLC | 8,458 | $1.41M | 0.05% | −6,366−42.9% | Reduced |
| Shell Asset Management Co | 8,471 | $1.41M | 0.06% | +101+1.2% | Added |
| Bartlett & Co. LLC | 8,514 | $1.42M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,514 | $1.42M | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 8,530 | $1.42M | 0.13% | 00.0% | Unchanged |
| Mirova | 8,543 | $1.42M | 0.21% | +6,254+273.2% | Added |
| Relyea Zuckerberg Hanson LLC | 8,693 | $1.45M | 0.35% | +129+1.5% | Added |
| Chesley Taft & Associates LLC | 8,720 | $1.45M | 0.10% | −575−6.2% | Reduced |
| Capital Asset Advisory Services LLC | 8,769 | $1.46M | 0.11% | +30.0% | Added |
| RMR Wealth Builders | 8,842 | $1.47M | 0.28% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 8,868 | $1.48M | 0.10% | +944+11.9% | Added |
| Wimmer Associates 1, LLC | 8,170 | $1.48M | 0.95% | −116−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,052 | $1.51M | 0.08% | −11,787−56.6% | Reduced |
| Veriti Management LLC | 9,093 | $1.51M | 0.18% | +220+2.5% | Added |
| Mission Wealth Management, LP | 9,110 | $1.52M | 0.06% | +143+1.6% | Added |
| Cary Street Partners Asset Management LLC | 9,335 | $1.55M | 0.29% | −635−6.4% | Reduced |
| Hartline Investment Corp | 9,495 | $1.58M | 0.32% | −8,844−48.2% | Reduced |
| Grimes & Company, Inc. | 9,518 | $1.59M | 0.06% | +12+0.1% | Added |
| Fiduciary Trust Co | 9,529 | $1.59M | 0.03% | −1,100−10.3% | Reduced |
| Wealth Alliance | 9,573 | $1.59M | 0.26% | +1,369+16.7% | Added |
| Moneta Group Investment Advisors LLC | 9,580 | $1.60M | 0.04% | +854+9.8% | Added |
| Resources Investment Advisors, LLC. | 9,627 | $1.60M | 0.04% | +4,254+79.2% | Added |
| Clifford Swan Investment Counsel LLC | 9,709 | $1.62M | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,722 | $1.62M | 0.01% | +754+8.4% | Added |
| Advisory Services Network, LLC | 9,782 | $1.63M | 0.05% | −357−3.5% | Reduced |
| Chatham Capital Group, Inc. | 9,810 | $1.63M | 0.37% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 9,819 | $1.64M | 0.83% | −368−3.6% | Reduced |
| Greenleaf Trust | 9,890 | $1.65M | 0.02% | −117−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 9,957 | $1.66M | 0.07% | +82+0.8% | Added |
| Lincoln National Corp | 9,969 | $1.66M | 0.03% | −650−6.1% | Reduced |
| Delap Wealth Advisory, LLC | 9,994 | $1.66M | 1.71% | −317−3.1% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.67M | 0.08% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 10,014 | $1.67M | 0.52% | +1,511+17.8% | Added |
| Park Avenue Securities LLC | 10,175 | $1.70M | 0.03% | +857+9.2% | Added |