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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 63,089 | $3.47M | 0.04% | +51,799+458.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 20,874 | $3.48M | 0.35% | +2,540+13.9% | Added |
| Sompo Asset Management Co., Ltd. | 20,950 | $3.49M | 0.73% | +3,180+17.9% | Added |
| Compagnie Lombard Odier SCmA | 21,104 | $3.51M | 0.09% | −10,713−33.7% | Reduced |
| Quantbot Technologies LP | 21,194 | $3.53M | 0.25% | +11,899+128.0% | Added |
| Becker Capital Management Inc | 21,223 | $3.53M | 0.14% | −694−3.2% | Reduced |
| Lido Advisors, LLC | 21,388 | $3.56M | 0.05% | −10,262−32.4% | Reduced |
| Walleye Trading LLC | 21,572 | $3.59M | 0.13% | +11,819+121.2% | Added |
| E. Ohman J:or Asset Management AB | 21,724 | $3.62M | 0.14% | +700+3.3% | Added |
| Icon Wealth Partners, LLC | 21,815 | $3.63M | 0.40% | +21,815 | New |
| CWM, LLC | 21,926 | $3.65M | 0.02% | +939+4.5% | Added |
| Ieq Capital, LLC | 21,987 | $3.66M | 0.08% | −516−2.3% | Reduced |
| Metis Global Partners, LLC | 22,054 | $3.67M | 0.24% | +4,643+26.7% | Added |
| Metropolitan Life Insurance Co | 22,140 | $3.69M | 0.19% | −5,803−20.8% | Reduced |
| DuPont Capital Management Corp | 22,294 | $3.71M | 0.18% | +11,949+115.5% | Added |
| Lafayette Investments, Inc. | 22,295 | $3.71M | 1.03% | −425−1.9% | Reduced |
| Parcion Private Wealth LLC | 22,373 | $3.73M | 0.39% | +2,928+15.1% | Added |
| New Mexico Educational Retirement Board | 22,941 | $3.82M | 0.19% | −700−3.0% | Reduced |
| Alerus Financial NA | 23,042 | $3.84M | 0.34% | −2,707−10.5% | Reduced |
| Gamco Investors, Inc. Et Al | 23,117 | $3.85M | 0.04% | +10.0% | Added |
| Oak Ridge Investments LLC | 23,541 | $3.92M | 0.53% | −200−0.8% | Reduced |
| Capital Planning Advisors, LLC | 23,617 | $3.93M | 0.84% | −1,535−6.1% | Reduced |
| Norinchukin Bank, The | 24,014 | $4.00M | 0.08% | +743+3.2% | Added |
| Advisor Partners II, LLC | 24,041 | $4.00M | 0.22% | +4,261+21.5% | Added |
| Citizens Financial Group Inc | 24,286 | $4.04M | 0.15% | −389−1.6% | Reduced |
| Cetera Advisor Networks LLC | 25,486 | $4.24M | 0.03% | −789−3.0% | Reduced |
| Bonness Enterprises Inc | 25,500 | $4.25M | 1.89% | −200−0.8% | Reduced |
| Commerce Bank | 25,619 | $4.27M | 0.03% | +157+0.6% | Added |
| Keybank National Association | 25,962 | $4.32M | 0.02% | −1,986−7.1% | Reduced |
| Gotham Asset Management, LLC | 26,196 | $4.36M | 0.11% | +11,094+73.5% | Added |
| 1832 Asset Management L.P. | 26,570 | $4.43M | 0.01% | −1,108,979−97.7% | Reduced |
| Bleakley Financial Group, LLC | 26,763 | $4.46M | 0.15% | +5,053+23.3% | Added |
| Vestmark Advisory Solutions, Inc. | 26,957 | $4.49M | 0.19% | +1,396+5.5% | Added |
| Triasima Portfolio Management inc. | 27,244 | $4.54M | 0.38% | −4,196−13.3% | Reduced |
| Point72 Europe (London) LLP | 27,400 | $4.56M | 1.37% | +27,400 | New |
| Harrington Investments, INC | 27,534 | $4.59M | 3.16% | +245+0.9% | Added |
| Kinneret Advisory, LLC | 27,693 | $4.61M | 0.60% | −1,488−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,751 | $4.62M | 0.01% | −598−2.1% | Reduced |
| Federated Hermes, Inc. | 28,112 | $4.68M | 0.01% | +14,170+101.6% | Added |
| Sawtooth Solutions, LLC | 28,250 | $4.71M | 0.12% | +15,375+119.4% | Added |
| Siemens Fonds Invest GmbH | 28,374 | $4.73M | 0.50% | −60−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 29,156 | $4.86M | 0.19% | +2,990+11.4% | Added |
| Northcape Capital Pty Ltd | 29,222 | $4.87M | 0.60% | −997−3.3% | Reduced |
| BNC Wealth Management, LLC | 29,258 | $4.87M | 2.72% | −150−0.5% | Reduced |
| Zions Bancorporation, N.A. | 29,421 | $4.90M | 0.42% | +8,696+42.0% | Added |
| Synovus Financial Corp | 30,111 | $5.02M | 0.06% | +70.0% | Added |
| Illinois Municipal Retirement Fund | 30,422 | $5.07M | 0.11% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 30,731 | $5.12M | 0.55% | +236+0.8% | Added |
| Pacer Advisors, Inc. | 30,773 | $5.13M | 0.02% | −33,258−51.9% | Reduced |
| Squarepoint Ops LLC | 30,804 | $5.13M | 0.04% | −126,790−80.5% | Reduced |
| Capital International Sarl | 31,141 | $5.19M | 0.26% | +31,141 | New |
| MML Investors Services, LLC | 32,000 | $5.33M | 0.04% | −2,271−6.6% | Reduced |
| Louisiana State Employees Retirement System | 32,200 | $5.36M | 0.14% | +200+0.6% | Added |
| Tower View Investment Management & Research LLC | 32,909 | $5.48M | 3.69% | −540−1.6% | Reduced |
| Stokes Capital Advisors, LLC | 33,034 | $5.50M | 1.87% | −214−0.6% | Reduced |
| Legacy Advisors, LLC | 33,198 | $5.53M | 1.02% | +4,000+13.7% | Added |
| Jupiter Asset Management Ltd | 33,247 | $5.53M | 0.08% | −97,767−74.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 33,371 | $5.56M | 1.52% | −457−1.4% | Reduced |
| Snowden Capital Advisors LLC | 33,433 | $5.57M | 0.22% | +20,178+152.2% | Added |
| American Trust | 33,532 | $5.58M | 0.39% | −544−1.6% | Reduced |
| Churchill Management Corp | 33,788 | $5.63M | 0.12% | −579−1.7% | Reduced |
| CTF Capital Management, LP | 34,000 | $5.66M | 3.68% | 00.0% | Unchanged |
| Auxier Asset Management | 34,704 | $5.78M | 1.00% | −100.0% | Reduced |
| Crossmark Global Holdings, Inc. | 34,713 | $5.78M | 0.14% | +131+0.4% | Added |
| Jump Financial, LLC | 35,501 | $5.91M | 0.24% | +19,710+124.8% | Added |
| Apollon Wealth Management, LLC | 35,597 | $5.93M | 0.36% | −532−1.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 35,683 | $5.94M | 0.65% | +441+1.3% | Added |
| Bennett Selby Investments LP | 36,459 | $6.07M | 3.98% | 00.0% | Unchanged |
| Bedrijfstakpensioenfonds Voor de Media Pno | 40,000 | $6.13M | 1.02% | +6,000+17.6% | Added |
| Aigen Investment Management, LP | 37,083 | $6.18M | 0.85% | +2,451+7.1% | Added |
| JustInvest LLC | 37,163 | $6.19M | 0.21% | +3,563+10.6% | Added |
| Blair William & Co | 38,009 | $6.33M | 0.03% | +2,363+6.6% | Added |
| Exencial Wealth Advisors, LLC | 38,215 | $6.36M | 0.33% | +1,249+3.4% | Added |
| Oregon Public Employees Retirement Fund | 38,340 | $6.39M | 0.08% | −1,822−4.5% | Reduced |
| Running Oak Capital LLC | 38,385 | $6.39M | 1.82% | −479−1.2% | Reduced |
| Colony Group LLC | 38,672 | $6.44M | 0.10% | −2,941−7.1% | Reduced |
| Boothbay Fund Management, LLC | 38,851 | $6.47M | 0.18% | +38,851 | New |
| Bank of Nova Scotia | 38,928 | $6.48M | 0.02% | −81,704−67.7% | Reduced |
| Daiwa Securities Group Inc. | 39,012 | $6.50M | 0.05% | +2,878+8.0% | Added |
| Vident Investment Advisory, LLC | 39,016 | $6.50M | 0.21% | +33,794+647.1% | Added |
| Kentucky Retirement Systems | 39,138 | $6.52M | 0.24% | −96−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 39,143 | $6.52M | 0.83% | +259+0.7% | Added |
| Prudential PLC | 39,206 | $6.53M | 0.08% | −1,185−2.9% | Reduced |
| Maryland State Retirement & Pension System | 39,213 | $6.53M | 0.15% | +309+0.8% | Added |
| Elo Mutual Pension Insurance Co | 39,606 | $6.60M | 0.21% | +976+2.5% | Added |
| Thrivent Financial for Lutherans | 39,979 | $6.65M | 0.02% | +8,795+28.2% | Added |
| Crestline Management, LP | 40,000 | $6.66M | 0.81% | +15,000+60.0% | Added |
| Builder Investment Group Inc | 40,236 | $6.70M | 2.92% | −200−0.5% | Reduced |
| Contravisory Investment Management, Inc. | 40,280 | $6.71M | 1.89% | −57−0.1% | Reduced |
| Andra AP-fonden | 40,600 | $6.76M | 0.18% | +800+2.0% | Added |
| Stonegate Investment Group, LLC | 41,366 | $6.89M | 0.26% | −3,160−7.1% | Reduced |
| FDx Advisors, Inc. | 41,865 | $6.93M | 0.30% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 41,619 | $6.93M | 0.18% | +218+0.5% | Added |
| Hartford Investment Management Co | 41,855 | $6.97M | 0.24% | +5,928+16.5% | Added |
| Huntington National Bank | 42,338 | $7.05M | 0.07% | −1,525−3.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 42,724 | $7.12M | 0.99% | +483+1.1% | Added |
| D. E. Shaw & Co., Inc. | 43,166 | $7.19M | 0.01% | +26,985+166.8% | Added |
| Interval Partners, LP | 44,154 | $7.35M | 0.41% | +30,016+212.3% | Added |
| British Columbia Investment Management Corp | 44,282 | $7.38M | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 44,482 | $7.41M | 0.27% | −106−0.2% | Reduced |