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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 10,430 | $1.74M | 0.02% | +10,430 | New |
| Belpointe Asset Management LLC | 10,537 | $1.75M | 0.09% | −146−1.4% | Reduced |
| HNP Capital LLC | 10,545 | $1.76M | 0.49% | −134−1.3% | Reduced |
| Pensionfund Sabic | 10,700 | $1.78M | 0.62% | −2,000−15.7% | Reduced |
| Inceptionr LLC | 10,812 | $1.80M | 0.58% | +8,333+336.1% | Added |
| Fayez Sarofim & Co | 10,815 | $1.80M | 0.01% | +10.0% | Added |
| Raymond James Trust N.A. | 10,865 | $1.81M | 0.06% | +1,082+11.1% | Added |
| Venture Visionary Partners LLC | 10,997 | $1.83M | 0.12% | −296−2.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,997 | $1.83M | 0.62% | −175−1.6% | Reduced |
| Wetherby Asset Management Inc | 11,026 | $1.84M | 0.11% | +768+7.5% | Added |
| United Capital Financial Advisers, LLC | 11,059 | $1.84M | 0.01% | −2,848−20.5% | Reduced |
| Hills Bank & Trust Co | 11,061 | $1.84M | 0.25% | +400+3.8% | Added |
| Heritage Trust Co | 11,064 | $1.84M | 0.29% | +228+2.1% | Added |
| Vectors Research Management, LLC | 11,111 | $1.85M | 0.48% | +21+0.2% | Added |
| Walleye Capital LLC | 11,138 | $1.86M | 0.04% | +11,138 | New |
| Front Row Advisors LLC | 11,311 | $1.88M | 0.90% | −540−4.6% | Reduced |
| Verition Fund Management LLC | 11,408 | $1.90M | 0.03% | +9,426+475.6% | Added |
| Howland Capital Management LLC | 11,430 | $1.90M | 0.11% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,430 | $1.90M | 0.16% | +20+0.2% | Added |
| Icon Advisers Inc | 11,500 | $1.92M | 0.49% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 11,445 | $1.92M | 0.66% | +1,305+12.9% | Added |
| CIBC World Markets Inc. | 11,623 | $1.94M | 0.01% | +1,119+10.7% | Added |
| WSFS Capital Management, LLC | 11,639 | $1.94M | 0.20% | +30+0.3% | Added |
| United Services Automobile Association | 11,893 | $1.98M | 0.06% | −7,637−39.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,896 | $1.98M | 1.01% | −69−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,960 | $1.99M | 0.23% | +3,227+37.0% | Added |
| Union Heritage Capital, LLC | 12,000 | $2.00M | 1.21% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,010 | $2.00M | 0.18% | −9,576−44.4% | Reduced |
| First National Trust Co | 12,089 | $2.01M | 0.11% | −346−2.8% | Reduced |
| Private Trust Co NA | 12,185 | $2.03M | 0.28% | −14−0.1% | Reduced |
| Caxton Associates LP | 12,315 | $2.05M | 0.33% | +8,361+211.5% | Added |
| Transcend Wealth Collective, LLC | 12,377 | $2.06M | 0.22% | −342−2.7% | Reduced |
| Ascent Group, LLC | 12,392 | $2.06M | 0.22% | +81+0.7% | Added |
| Pegasus Partners Ltd. | 12,479 | $2.08M | 0.33% | +1,684+15.6% | Added |
| Cetera Investment Advisers | 12,840 | $2.14M | 0.02% | −4,087−24.1% | Reduced |
| Regions Financial Corp | 13,012 | $2.17M | 0.02% | +187+1.5% | Added |
| Heritage Wealth Advisors | 13,110 | $2.18M | 0.12% | −141−1.1% | Reduced |
| Private Advisor Group, LLC | 13,210 | $2.20M | 0.02% | −650−4.7% | Reduced |
| NewEdge Wealth, LLC | 13,246 | $2.21M | 0.08% | −511−3.7% | Reduced |
| Miracle Mile Advisors, LLC | 13,433 | $2.24M | 0.07% | +70+0.5% | Added |
| Diversified Trust Co | 13,728 | $2.29M | 0.09% | +3,219+30.6% | Added |
| Strategic Investment Advisors | 13,760 | $2.29M | 0.41% | +1,350+10.9% | Added |
| Brighton Jones LLC | 13,798 | $2.30M | 0.13% | +4,961+56.1% | Added |
| AE Wealth Management LLC | 13,806 | $2.30M | 0.01% | −9,928−41.8% | Reduced |
| Vetamer Capital Management, L.P. | 13,882 | $2.31M | 3.18% | −8,118−36.9% | Reduced |
| Empirical Finance, LLC | 13,977 | $2.33M | 0.22% | +673+5.1% | Added |
| Pitcairn Co | 14,103 | $2.35M | 0.22% | −55−0.4% | Reduced |
| HBK Sorce Advisory LLC | 14,294 | $2.38M | 0.11% | −14,400−50.2% | Reduced |
| Quadrature Capital Ltd | 14,335 | $2.39M | 0.07% | +8,021+127.0% | Added |
| GWM Advisors LLC | 14,392 | $2.40M | 0.03% | +861+6.4% | Added |
| Argent Trust Co | 14,444 | $2.41M | 0.15% | +898+6.6% | Added |
| Natixis | 14,588 | $2.43M | 0.02% | −18,698−56.2% | Reduced |
| Sumitomo Life Insurance Co | 14,936 | $2.49M | 0.21% | −141−0.9% | Reduced |
| Assenagon Asset Management S.A. | 15,048 | $2.51M | 0.01% | −422,440−96.6% | Reduced |
| Beacon Pointe Advisors, LLC | 15,088 | $2.51M | 0.04% | −72−0.5% | Reduced |
| Occidental Asset Management, LLC | 15,101 | $2.52M | 0.63% | +430+2.9% | Added |
| Freestone Capital Holdings, LLC | 15,556 | $2.59M | 0.12% | −111−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,560 | $2.59M | 0.07% | +13+0.1% | Added |
| CX Institutional | 15,797 | $2.65M | 0.14% | +383+2.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $2.67M | 1.72% | −1,000−5.9% | Reduced |
| Girard Partners Ltd. | 16,059 | $2.67M | 0.30% | −7,640−32.2% | Reduced |
| River Wealth Advisors LLC | 16,119 | $2.68M | 0.49% | −605−3.6% | Reduced |
| Hantz Financial Services, Inc. | 16,130 | $2.69M | 0.07% | +3,304+25.8% | Added |
| Bessemer Group Inc | 16,232 | $2.70M | 0.01% | +1,089+7.2% | Added |
| Kames Capital plc | 16,300 | $2.71M | 0.05% | −2,657−14.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,319 | $2.72M | 0.20% | −195−1.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 16,448 | $2.74M | 0.08% | −9,695−37.1% | Reduced |
| Red Cedar Investment Management, LLC | 16,480 | $2.74M | 0.42% | +5,640+52.0% | Added |
| Vinva Investment Management Ltd | 16,745 | $2.76M | 0.23% | +16,745 | New |
| South Dakota Investment Council | 16,592 | $2.76M | 0.06% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 16,589 | $2.76M | 0.40% | +1,175+7.6% | Added |
| Ronald Blue Trust, Inc. | 16,795 | $2.78M | 0.05% | +41+0.2% | Added |
| Northwest Investment Counselors, LLC | 16,858 | $2.81M | 0.78% | +525+3.2% | Added |
| Holocene Advisors, LP | 16,928 | $2.82M | 0.01% | +7,411+77.9% | Added |
| Olstein Capital Management, L.P. | 17,000 | $2.83M | 0.44% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,999 | $2.83M | 1.42% | +315+1.9% | Added |
| Kestra Advisory Services, LLC | 17,296 | $2.88M | 0.03% | −7,525−30.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 17,352 | $2.89M | 0.12% | +434+2.6% | Added |
| Lindenwold Advisors | 17,566 | $2.93M | 1.81% | +76+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,613 | $2.93M | 0.24% | −270−1.5% | Reduced |
| AustralianSuper Pty Ltd | 17,805 | $2.97M | 0.02% | +17,805 | New |
| Steward Partners Investment Advisory, LLC | 17,845 | $2.97M | 0.05% | +1,980+12.5% | Added |
| Moody National Bank Trust Division | 17,902 | $2.98M | 0.26% | −19−0.1% | Reduced |
| Mechanics Bank Trust Department | 18,007 | $3.00M | 0.50% | −495−2.7% | Reduced |
| Toroso Investments, LLC | 18,212 | $3.03M | 0.10% | +6,454+54.9% | Added |
| MU Investments Co., Ltd. | 18,410 | $3.04M | 3.99% | −1,000−5.2% | Reduced |
| Bokf, NA | 18,388 | $3.06M | 0.06% | −5,082−21.7% | Reduced |
| LGT Group Foundation | 18,398 | $3.06M | 0.09% | −25−0.1% | Reduced |
| Welch & Forbes LLC | 18,737 | $3.12M | 0.05% | +30.0% | Added |
| NJ State Employees Deferred Compensation Plan | 19,000 | $3.16M | 0.49% | −8,000−29.6% | Reduced |
| Putnam Investments LLC | 19,599 | $3.26M | 0.01% | +17,852+1,021.9% | Added |
| RBF Capital, LLC | 20,000 | $3.33M | 0.24% | 00.0% | Unchanged |
| Souders Financial Advisors | 20,071 | $3.34M | 0.71% | +231+1.2% | Added |
| Pearl River Capital, LLC | 20,124 | $3.35M | 0.53% | +10,479+108.6% | Added |
| Veritable, L.P. | 20,247 | $3.37M | 0.06% | −114−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 20,358 | $3.39M | 0.01% | −923−4.3% | Reduced |
| Essex LLC | 20,620 | $3.41M | 1.03% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 20,621 | $3.43M | 0.16% | −7,205−25.9% | Reduced |
| SG Americas Securities, LLC | 20,631 | $3.44M | 0.05% | −2,045−9.0% | Reduced |
| Brinker Capital Investments, LLC | 63,089 | $3.47M | 0.04% | +11,167+21.5% | Added |