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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 152,027 | $25.3M | 0.22% | −10,047−6.2% | Reduced |
| Capital International Inc | 151,641 | $25.3M | 0.51% | +922+0.6% | Added |
| US Bancorp | 151,262 | $25.2M | 0.04% | −686−0.5% | Reduced |
| Marathon Asset Mgmt Ltd | 151,237 | $25.2M | 0.70% | −23,105−13.3% | Reduced |
| Brookfield Asset Management Inc. | 147,829 | $24.6M | 0.10% | +147,829 | New |
| Retirement Systems of Alabama | 146,308 | $24.4M | 0.11% | −137,294−48.4% | Reduced |
| Amalgamated Bank | 145,508 | $24.2M | 0.21% | +10,689+7.9% | Added |
| MetLife Investment Management | 145,416 | $24.2M | 0.17% | −1,731−1.2% | Reduced |
| Cumberland Partners Ltd | 144,574 | $24.1M | 2.36% | −2,191−1.5% | Reduced |
| Whittier Trust Co | 141,959 | $23.6M | 0.43% | +6,239+4.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 141,468 | $23.6M | 0.52% | +18,376+14.9% | Added |
| Neuberger Berman Group LLC | 138,646 | $23.1M | 0.02% | −19,058−12.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 138,590 | $23.1M | 0.85% | +2,886+2.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 136,803 | $22.8M | 1.22% | −76,084−35.7% | Reduced |
| Arizona State Retirement System | 135,432 | $22.6M | 0.20% | −537−0.4% | Reduced |
| Davenport & Co LLC | 134,978 | $22.5M | 0.18% | −3,273−2.4% | Reduced |
| Franklin Resources Inc | 133,911 | $22.3M | 0.01% | −253−0.2% | Reduced |
| Gabelli Funds LLC | 133,400 | $22.2M | 0.17% | +9,200+7.4% | Added |
| Handelsbanken Fonder AB | 132,711 | $22.1M | 0.13% | +10,926+9.0% | Added |
| EULAV Asset Management | 132,000 | $22.0M | 0.87% | +900+0.7% | Added |
| Citadel Advisors LLC | 129,311 | $21.5M | 0.02% | −131,315−50.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 128,894 | $21.5M | 0.05% | +2,493+2.0% | Added |
| Brown Brothers Harriman & Co | 127,731 | $21.3M | 0.18% | −213−0.2% | Reduced |
| Martingale Asset Management L P | 126,639 | $21.1M | 0.41% | −330−0.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 126,500 | $21.1M | 0.29% | +25,000+24.6% | Added |
| Prio Wealth Limited Partnership | 125,821 | $21.0M | 0.80% | −65−0.1% | Reduced |
| Renaissance Technologies LLC | 125,401 | $20.9M | 0.03% | −163,800−56.6% | Reduced |
| First Republic Investment Management, Inc. | 124,338 | $20.7M | 0.04% | +18,949+18.0% | Added |
| HighTower Advisors, LLC | 123,402 | $20.5M | 0.04% | −4,390−3.4% | Reduced |
| Glenmede Trust Co NA | 123,116 | $20.5M | 0.12% | +994+0.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 122,618 | $20.4M | 0.14% | +91+0.1% | Added |
| M&T Bank Corp | 118,585 | $19.7M | 0.08% | +33,750+39.8% | Added |
| CIBC World Markets Corp | 116,322 | $19.4M | 0.32% | −69,647−37.5% | Reduced |
| Public Sector Pension Investment Board | 115,318 | $19.2M | 0.14% | −102−0.1% | Reduced |
| Boston Family Office LLC | 114,371 | $19.0M | 1.53% | −6,839−5.6% | Reduced |
| Washington Trust Co | 110,861 | $18.5M | 0.83% | −707−0.6% | Reduced |
| CIBC Asset Management Inc | 110,090 | $18.3M | 0.07% | +1,537+1.4% | Added |
| Janney Montgomery Scott LLC | 109,908 | $18.3M | 0.07% | −38,535−26.0% | Reduced |
| ProShare Advisors LLC | 109,478 | $18.2M | 0.06% | +12,010+12.3% | Added |
| Swiss Life Asset Management Ltd | 107,902 | $18.0M | 0.27% | +5,311+5.2% | Added |
| Fort Pitt Capital Group, LLC | 107,219 | $17.9M | 0.69% | −28,854−21.2% | Reduced |
| Advisors Asset Management, Inc. | 105,358 | $17.5M | 0.36% | −7,568−6.7% | Reduced |
| Guggenheim Capital LLC | 104,892 | $17.5M | 0.15% | +15,917+17.9% | Added |
| Xponance, Inc. | 103,786 | $17.3M | 0.25% | +1,987+2.0% | Added |
| Texas Permanent School Fund | 103,508 | $17.2M | 0.17% | +32,726+46.2% | Added |
| ExodusPoint Capital Management, LP | 102,020 | $17.0M | 0.19% | +91,858+903.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 99,797 | $16.6M | 0.21% | +4,215+4.4% | Added |
| USS Investment Management Ltd | 99,381 | $16.5M | 0.23% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 97,868 | $16.3M | 0.16% | +93,464+2,122.3% | Added |
| Federation des caisses Desjardins du Quebec | 97,744 | $16.3M | 0.18% | +6,795+7.5% | Added |
| Sawgrass Asset Management LLC | 95,917 | $16.0M | 2.08% | −4,481−4.5% | Reduced |
| Azimuth Capital Investment Management LLC | 93,437 | $15.6M | 0.77% | −2,800−2.9% | Reduced |
| Rathbone Brothers plc | 91,703 | $15.3M | 0.16% | −1,698−1.8% | Reduced |
| DnB Asset Management AS | 90,169 | $15.0M | 0.10% | −30,965−25.6% | Reduced |
| IFM Investors Pty Ltd | 89,318 | $14.9M | 0.23% | +2,646+3.1% | Added |
| Mastrapasqua Asset Management Inc | 88,764 | $14.8M | 1.81% | +395+0.4% | Added |
| Utah Retirement Systems | 88,221 | $14.7M | 0.21% | +300+0.3% | Added |
| Advisor Group Holdings, Inc. | 87,153 | $14.5M | 0.03% | +1,509+1.8% | Added |
| Torray LLC | 87,022 | $14.5M | 2.60% | +90+0.1% | Added |
| Captrust Financial Advisors | 86,584 | $14.4M | 0.06% | +16,187+23.0% | Added |
| Osborne Partners Capital Management, LLC | 86,458 | $14.4M | 1.06% | +297+0.3% | Added |
| Wesleyan Assurance Society | 86,426 | $14.4M | 1.67% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 83,915 | $14.0M | 0.12% | +72+0.1% | Added |
| Public Employees Retirement Association of Colorado | 81,265 | $13.5M | 0.07% | −3,485−4.1% | Reduced |
| JLB & Associates Inc | 80,859 | $13.5M | 2.03% | +2,408+3.1% | Added |
| Oribel Capital Management, LP | 169,000 | $13.4M | 3.04% | +169,000 | New |
| Westpac Banking Corp | 79,425 | $13.2M | 0.18% | −11,921−13.1% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $13.2M | 0.21% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 77,552 | $12.9M | 0.14% | −18,357−19.1% | Reduced |
| Yousif Capital Management, LLC | 77,506 | $12.9M | 0.17% | −3,994−4.9% | Reduced |
| RMB Capital Management, LLC | 76,864 | $12.8M | 0.45% | −2,463−3.1% | Reduced |
| Creative Planning | 76,440 | $12.7M | 0.02% | +1,334+1.8% | Added |
| Commonwealth Equity Services, LLC | 76,181 | $12.7M | 0.03% | −16,309−17.6% | Reduced |
| Van Eck Associates Corp | 75,776 | $12.6M | 0.03% | +3,063+4.2% | Added |
| State of Alaska, Department of Revenue | 75,139 | $12.5M | 0.15% | −1,210−1.6% | Reduced |
| Walter Public Investments Inc. | 75,011 | $12.5M | 3.77% | +75,011 | New |
| Northwest & Ethical Investments L.P. | 74,243 | $12.4M | 0.41% | +2,040+2.8% | Added |
| First Trust Advisors LP | 73,945 | $12.3M | 0.01% | −38,072−34.0% | Reduced |
| Segment Wealth Management, LLC | 73,810 | $12.3M | 1.39% | +468+0.6% | Added |
| Cerity Partners LLC | 68,598 | $12.3M | 0.06% | +4,110+6.4% | Added |
| Jane Street Group, LLC | 73,643 | $12.3M | 0.02% | +26,697+56.9% | Added |
| Two Sigma Advisers, LP | 72,700 | $12.1M | 0.03% | +59,800+463.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 72,510 | $12.1M | 0.08% | +2,494+3.6% | Added |
| Mutual of America Capital Management LLC | 70,838 | $11.8M | 0.14% | −270.0% | Reduced |
| Ethic Inc. | 69,389 | $11.6M | 0.47% | +10,974+18.8% | Added |
| Scotia Capital Inc. | 69,179 | $11.5M | 0.08% | +12,488+22.0% | Added |
| Teewinot Capital Advisers, L.L.C. | 68,918 | $11.5M | 2.28% | +688+1.0% | Added |
| Baker Avenue Asset Management, LP | 68,725 | $11.4M | 0.62% | −18,861−21.5% | Reduced |
| Tredje AP-fonden | 68,413 | $11.4M | 0.18% | +36,928+117.3% | Added |
| CIBC Private Wealth Group, LLC | 45,214 | $11.2M | 0.03% | −17,131−27.5% | Reduced |
| Gulf International Bank (UK) Ltd | 65,407 | $10.9M | 0.23% | −17,032−20.7% | Reduced |
| Levin Capital Strategies, L.P. | 65,123 | $10.8M | 1.37% | −175−0.3% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 64,657 | $10.8M | 4.00% | +64,657 | New |
| Oppenheimer Asset Management Inc. | 63,644 | $10.6M | 0.16% | +3,968+6.6% | Added |
| Fulton Breakefield Broenniman LLC | 62,550 | $10.4M | 0.89% | +59,589+2,012.5% | Added |
| First American Bank | 61,980 | $10.3M | 0.95% | −931−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,309 | $10.2M | 0.18% | +2,233+3.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 60,809 | $10.1M | 0.27% | −2,111−3.4% | Reduced |
| Atria Investments LLC | 60,342 | $10.0M | 0.19% | +3,643+6.4% | Added |
| C.V. Starr & Co., Inc. Trust | 60,000 | $9.99M | 62.91% | 00.0% | Unchanged |