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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 59,456 | $9.90M | 0.02% | +301+0.5% | Added |
| Washington Trust Bank | 59,119 | $9.85M | 1.05% | +8,251+16.2% | Added |
| Candriam Luxembourg S.C.A. | 63,839 | $9.79M | 0.07% | −2,634−4.0% | Reduced |
| Czech National Bank | 58,313 | $9.71M | 0.24% | +249+0.4% | Added |
| West Coast Financial LLC | 57,562 | $9.59M | 1.47% | −314−0.5% | Reduced |
| Wealthfront Advisers LLC | 57,558 | $9.59M | 0.04% | −4,049−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,546 | $9.58M | 0.02% | −28,226−32.9% | Reduced |
| Ci Investments Inc. | 56,970 | $9.49M | 0.05% | −3,948−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 56,950 | $9.48M | 0.04% | +1,120+2.0% | Added |
| Calamos Wealth Management LLC | 56,369 | $9.39M | 0.74% | −2,191−3.7% | Reduced |
| Nissay Asset Management Corp | 56,303 | $9.38M | 0.08% | −2,245−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 55,760 | $9.29M | 0.34% | +1,798+3.3% | Added |
| Hudson Bay Capital Management LP | 55,000 | $9.16M | 0.10% | +55,000 | New |
| Tiaa, FSB | 54,790 | $9.13M | 0.03% | −701−1.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 53,826 | $8.96M | 2.41% | −820−1.5% | Reduced |
| Annex Advisory Services, LLC | 53,617 | $8.93M | 0.48% | +35,541+196.6% | Added |
| TD Waterhouse Canada Inc. | 43,221 | $8.67M | 0.09% | +2,540+6.2% | Added |
| Vontobel Holding Ltd. | 52,020 | $8.66M | 0.08% | −717−1.4% | Reduced |
| Mercer Global Advisors Inc | 51,788 | $8.63M | 0.04% | +1,894+3.8% | Added |
| Meeder Asset Management Inc | 50,412 | $8.40M | 0.67% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 50,181 | $8.36M | 0.18% | +50,181 | New |
| SYSTM Wealth Solutions LLC | 50,011 | $8.33M | 1.28% | −873−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 49,933 | $8.32M | 0.13% | −26,693−34.8% | Reduced |
| Achmea Investment Management B.V. | 48,315 | $8.05M | 0.23% | +7,415+18.1% | Added |
| PGGM Investments | 47,689 | $7.94M | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 46,899 | $7.81M | 0.22% | +7,332+18.5% | Added |
| Bell Asset Management Ltd | 45,882 | $7.64M | 1.40% | −286−0.6% | Reduced |
| Vestcor Inc | 44,482 | $7.41M | 0.27% | −106−0.2% | Reduced |
| British Columbia Investment Management Corp | 44,282 | $7.38M | 0.08% | 00.0% | Unchanged |
| Interval Partners, LP | 44,154 | $7.35M | 0.41% | +30,016+212.3% | Added |
| D. E. Shaw & Co., Inc. | 43,166 | $7.19M | 0.01% | +26,985+166.8% | Added |
| Hudson Valley Investment Advisors Inc | 42,724 | $7.12M | 0.99% | +483+1.1% | Added |
| Huntington National Bank | 42,338 | $7.05M | 0.07% | −1,525−3.5% | Reduced |
| Hartford Investment Management Co | 41,855 | $6.97M | 0.24% | +5,928+16.5% | Added |
| Securian Asset Management, Inc | 41,619 | $6.93M | 0.18% | +218+0.5% | Added |
| FDx Advisors, Inc. | 41,865 | $6.93M | 0.30% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 41,366 | $6.89M | 0.26% | −3,160−7.1% | Reduced |
| Andra AP-fonden | 40,600 | $6.76M | 0.18% | +800+2.0% | Added |
| Contravisory Investment Management, Inc. | 40,280 | $6.71M | 1.89% | −57−0.1% | Reduced |
| Builder Investment Group Inc | 40,236 | $6.70M | 2.92% | −200−0.5% | Reduced |
| Crestline Management, LP | 40,000 | $6.66M | 0.81% | +15,000+60.0% | Added |
| Thrivent Financial for Lutherans | 39,979 | $6.65M | 0.02% | +8,795+28.2% | Added |
| Elo Mutual Pension Insurance Co | 39,606 | $6.60M | 0.21% | +976+2.5% | Added |
| Maryland State Retirement & Pension System | 39,213 | $6.53M | 0.15% | +309+0.8% | Added |
| Prudential PLC | 39,206 | $6.53M | 0.08% | −1,185−2.9% | Reduced |
| Marks Group Wealth Management, Inc | 39,143 | $6.52M | 0.83% | +259+0.7% | Added |
| Kentucky Retirement Systems | 39,138 | $6.52M | 0.24% | −96−0.2% | Reduced |
| Vident Investment Advisory, LLC | 39,016 | $6.50M | 0.21% | +33,794+647.1% | Added |
| Daiwa Securities Group Inc. | 39,012 | $6.50M | 0.05% | +2,878+8.0% | Added |
| Bank of Nova Scotia | 38,928 | $6.48M | 0.02% | −81,704−67.7% | Reduced |
| Boothbay Fund Management, LLC | 38,851 | $6.47M | 0.18% | +38,851 | New |
| Colony Group LLC | 38,672 | $6.44M | 0.10% | −2,941−7.1% | Reduced |
| Running Oak Capital LLC | 38,385 | $6.39M | 1.82% | −479−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 38,340 | $6.39M | 0.08% | −1,822−4.5% | Reduced |
| Exencial Wealth Advisors, LLC | 38,215 | $6.36M | 0.33% | +1,249+3.4% | Added |
| Blair William & Co | 38,009 | $6.33M | 0.03% | +2,363+6.6% | Added |
| JustInvest LLC | 37,163 | $6.19M | 0.21% | +3,563+10.6% | Added |
| Aigen Investment Management, LP | 37,083 | $6.18M | 0.85% | +2,451+7.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 40,000 | $6.13M | 1.02% | +6,000+17.6% | Added |
| Bennett Selby Investments LP | 36,459 | $6.07M | 3.98% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 35,683 | $5.94M | 0.65% | +441+1.3% | Added |
| Apollon Wealth Management, LLC | 35,597 | $5.93M | 0.36% | −532−1.5% | Reduced |
| Jump Financial, LLC | 35,501 | $5.91M | 0.24% | +19,710+124.8% | Added |
| Crossmark Global Holdings, Inc. | 34,713 | $5.78M | 0.14% | +131+0.4% | Added |
| Auxier Asset Management | 34,704 | $5.78M | 1.00% | −100.0% | Reduced |
| CTF Capital Management, LP | 34,000 | $5.66M | 3.68% | 00.0% | Unchanged |
| Churchill Management Corp | 33,788 | $5.63M | 0.12% | −579−1.7% | Reduced |
| American Trust | 33,532 | $5.58M | 0.39% | −544−1.6% | Reduced |
| Snowden Capital Advisors LLC | 33,433 | $5.57M | 0.22% | +20,178+152.2% | Added |
| Ipswich Investment Management Co., Inc. | 33,371 | $5.56M | 1.52% | −457−1.4% | Reduced |
| Jupiter Asset Management Ltd | 33,247 | $5.53M | 0.08% | −97,767−74.6% | Reduced |
| Legacy Advisors, LLC | 33,198 | $5.53M | 1.02% | +4,000+13.7% | Added |
| Stokes Capital Advisors, LLC | 33,034 | $5.50M | 1.87% | −214−0.6% | Reduced |
| Tower View Investment Management & Research LLC | 32,909 | $5.48M | 3.69% | −540−1.6% | Reduced |
| Louisiana State Employees Retirement System | 32,200 | $5.36M | 0.14% | +200+0.6% | Added |
| MML Investors Services, LLC | 32,000 | $5.33M | 0.04% | −2,271−6.6% | Reduced |
| Capital International Sarl | 31,141 | $5.19M | 0.26% | +31,141 | New |
| Squarepoint Ops LLC | 30,804 | $5.13M | 0.04% | −126,790−80.5% | Reduced |
| Pacer Advisors, Inc. | 30,773 | $5.13M | 0.02% | −33,258−51.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 30,731 | $5.12M | 0.55% | +236+0.8% | Added |
| Illinois Municipal Retirement Fund | 30,422 | $5.07M | 0.11% | 00.0% | Unchanged |
| Synovus Financial Corp | 30,111 | $5.02M | 0.06% | +70.0% | Added |
| Zions Bancorporation, N.A. | 29,421 | $4.90M | 0.42% | +8,696+42.0% | Added |
| BNC Wealth Management, LLC | 29,258 | $4.87M | 2.72% | −150−0.5% | Reduced |
| Northcape Capital Pty Ltd | 29,222 | $4.87M | 0.60% | −997−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 29,156 | $4.86M | 0.19% | +2,990+11.4% | Added |
| Siemens Fonds Invest GmbH | 28,374 | $4.73M | 0.50% | −60−0.2% | Reduced |
| Sawtooth Solutions, LLC | 28,250 | $4.71M | 0.12% | +15,375+119.4% | Added |
| Federated Hermes, Inc. | 28,112 | $4.68M | 0.01% | +14,170+101.6% | Added |
| Northwestern Mutual Wealth Management Co | 27,751 | $4.62M | 0.01% | −598−2.1% | Reduced |
| Kinneret Advisory, LLC | 27,693 | $4.61M | 0.60% | −1,488−5.1% | Reduced |
| Harrington Investments, INC | 27,534 | $4.59M | 3.16% | +245+0.9% | Added |
| Point72 Europe (London) LLP | 27,400 | $4.56M | 1.37% | +27,400 | New |
| Triasima Portfolio Management inc. | 27,244 | $4.54M | 0.38% | −4,196−13.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 26,957 | $4.49M | 0.19% | +1,396+5.5% | Added |
| Bleakley Financial Group, LLC | 26,763 | $4.46M | 0.15% | +5,053+23.3% | Added |
| 1832 Asset Management L.P. | 26,570 | $4.43M | 0.01% | −1,108,979−97.7% | Reduced |
| Gotham Asset Management, LLC | 26,196 | $4.36M | 0.11% | +11,094+73.5% | Added |
| Keybank National Association | 25,962 | $4.32M | 0.02% | −1,986−7.1% | Reduced |
| Commerce Bank | 25,619 | $4.27M | 0.03% | +157+0.6% | Added |