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 |
|---|---|---|---|---|---|
| Bonness Enterprises Inc | 25,500 | $4.25M | 1.89% | −200−0.8% | Reduced |
| Cetera Advisor Networks LLC | 25,486 | $4.24M | 0.03% | −789−3.0% | Reduced |
| Citizens Financial Group Inc | 24,286 | $4.04M | 0.15% | −389−1.6% | Reduced |
| Advisor Partners II, LLC | 24,041 | $4.00M | 0.22% | +4,261+21.5% | Added |
| Norinchukin Bank, The | 24,014 | $4.00M | 0.08% | +743+3.2% | Added |
| Capital Planning Advisors, LLC | 23,617 | $3.93M | 0.84% | −1,535−6.1% | Reduced |
| Oak Ridge Investments LLC | 23,541 | $3.92M | 0.53% | −200−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 23,117 | $3.85M | 0.04% | +10.0% | Added |
| Alerus Financial NA | 23,042 | $3.84M | 0.34% | −2,707−10.5% | Reduced |
| New Mexico Educational Retirement Board | 22,941 | $3.82M | 0.19% | −700−3.0% | Reduced |
| Parcion Private Wealth LLC | 22,373 | $3.73M | 0.39% | +2,928+15.1% | Added |
| Lafayette Investments, Inc. | 22,295 | $3.71M | 1.03% | −425−1.9% | Reduced |
| DuPont Capital Management Corp | 22,294 | $3.71M | 0.18% | +11,949+115.5% | Added |
| Metropolitan Life Insurance Co | 22,140 | $3.69M | 0.19% | −5,803−20.8% | Reduced |
| Metis Global Partners, LLC | 22,054 | $3.67M | 0.24% | +4,643+26.7% | Added |
| Ieq Capital, LLC | 21,987 | $3.66M | 0.08% | −516−2.3% | Reduced |
| CWM, LLC | 21,926 | $3.65M | 0.02% | +939+4.5% | Added |
| Icon Wealth Partners, LLC | 21,815 | $3.63M | 0.40% | +21,815 | New |
| E. Ohman J:or Asset Management AB | 21,724 | $3.62M | 0.14% | +700+3.3% | Added |
| Walleye Trading LLC | 21,572 | $3.59M | 0.13% | +11,819+121.2% | Added |
| Lido Advisors, LLC | 21,388 | $3.56M | 0.05% | −10,262−32.4% | Reduced |
| Becker Capital Management Inc | 21,223 | $3.53M | 0.14% | −694−3.2% | Reduced |
| Quantbot Technologies LP | 21,194 | $3.53M | 0.25% | +11,899+128.0% | Added |
| Compagnie Lombard Odier SCmA | 21,104 | $3.51M | 0.09% | −10,713−33.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 20,950 | $3.49M | 0.73% | +3,180+17.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 20,874 | $3.48M | 0.35% | +2,540+13.9% | Added |
| Brinker Capital Investments, LLC | 63,089 | $3.47M | 0.04% | +11,167+21.5% | Added |
| Orion Portfolio Solutions, LLC | 63,089 | $3.47M | 0.04% | +51,799+458.8% | Added |
| SG Americas Securities, LLC | 20,631 | $3.44M | 0.05% | −2,045−9.0% | Reduced |
| Ninety One North America, Inc. | 20,621 | $3.43M | 0.16% | −7,205−25.9% | Reduced |
| Essex LLC | 20,620 | $3.41M | 1.03% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 20,358 | $3.39M | 0.01% | −923−4.3% | Reduced |
| Veritable, L.P. | 20,247 | $3.37M | 0.06% | −114−0.6% | Reduced |
| Pearl River Capital, LLC | 20,124 | $3.35M | 0.53% | +10,479+108.6% | Added |
| Souders Financial Advisors | 20,071 | $3.34M | 0.71% | +231+1.2% | Added |
| RBF Capital, LLC | 20,000 | $3.33M | 0.24% | 00.0% | Unchanged |
| Putnam Investments LLC | 19,599 | $3.26M | 0.01% | +17,852+1,021.9% | Added |
| NJ State Employees Deferred Compensation Plan | 19,000 | $3.16M | 0.49% | −8,000−29.6% | Reduced |
| Welch & Forbes LLC | 18,737 | $3.12M | 0.05% | +30.0% | Added |
| LGT Group Foundation | 18,398 | $3.06M | 0.09% | −25−0.1% | Reduced |
| Bokf, NA | 18,388 | $3.06M | 0.06% | −5,082−21.7% | Reduced |
| MU Investments Co., Ltd. | 18,410 | $3.04M | 3.99% | −1,000−5.2% | Reduced |
| Toroso Investments, LLC | 18,212 | $3.03M | 0.10% | +6,454+54.9% | Added |
| Mechanics Bank Trust Department | 18,007 | $3.00M | 0.50% | −495−2.7% | Reduced |
| Moody National Bank Trust Division | 17,902 | $2.98M | 0.26% | −19−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,845 | $2.97M | 0.05% | +1,980+12.5% | Added |
| AustralianSuper Pty Ltd | 17,805 | $2.97M | 0.02% | +17,805 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 17,613 | $2.93M | 0.24% | −270−1.5% | Reduced |
| Lindenwold Advisors | 17,566 | $2.93M | 1.81% | +76+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,352 | $2.89M | 0.12% | +434+2.6% | Added |
| Kestra Advisory Services, LLC | 17,296 | $2.88M | 0.03% | −7,525−30.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,999 | $2.83M | 1.42% | +315+1.9% | Added |
| Olstein Capital Management, L.P. | 17,000 | $2.83M | 0.44% | 00.0% | Unchanged |
| Holocene Advisors, LP | 16,928 | $2.82M | 0.01% | +7,411+77.9% | Added |
| Northwest Investment Counselors, LLC | 16,858 | $2.81M | 0.78% | +525+3.2% | Added |
| Ronald Blue Trust, Inc. | 16,795 | $2.78M | 0.05% | +41+0.2% | Added |
| 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 |
| Vinva Investment Management Ltd | 16,745 | $2.76M | 0.23% | +16,745 | New |
| Red Cedar Investment Management, LLC | 16,480 | $2.74M | 0.42% | +5,640+52.0% | Added |
| Industrial Alliance Investment Management Inc. | 16,448 | $2.74M | 0.08% | −9,695−37.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,319 | $2.72M | 0.20% | −195−1.2% | Reduced |
| Kames Capital plc | 16,300 | $2.71M | 0.05% | −2,657−14.0% | Reduced |
| Bessemer Group Inc | 16,232 | $2.70M | 0.01% | +1,089+7.2% | Added |
| Hantz Financial Services, Inc. | 16,130 | $2.69M | 0.07% | +3,304+25.8% | Added |
| River Wealth Advisors LLC | 16,119 | $2.68M | 0.49% | −605−3.6% | Reduced |
| Girard Partners Ltd. | 16,059 | $2.67M | 0.30% | −7,640−32.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $2.67M | 1.72% | −1,000−5.9% | Reduced |
| CX Institutional | 15,797 | $2.65M | 0.14% | +383+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,560 | $2.59M | 0.07% | +13+0.1% | Added |
| Freestone Capital Holdings, LLC | 15,556 | $2.59M | 0.12% | −111−0.7% | Reduced |
| Occidental Asset Management, LLC | 15,101 | $2.52M | 0.63% | +430+2.9% | Added |
| Beacon Pointe Advisors, LLC | 15,088 | $2.51M | 0.04% | −72−0.5% | Reduced |
| Assenagon Asset Management S.A. | 15,048 | $2.51M | 0.01% | −422,440−96.6% | Reduced |
| Sumitomo Life Insurance Co | 14,936 | $2.49M | 0.21% | −141−0.9% | Reduced |
| Natixis | 14,588 | $2.43M | 0.02% | −18,698−56.2% | Reduced |
| Argent Trust Co | 14,444 | $2.41M | 0.15% | +898+6.6% | Added |
| GWM Advisors LLC | 14,392 | $2.40M | 0.03% | +861+6.4% | Added |
| Quadrature Capital Ltd | 14,335 | $2.39M | 0.07% | +8,021+127.0% | Added |
| HBK Sorce Advisory LLC | 14,294 | $2.38M | 0.11% | −14,400−50.2% | Reduced |
| Pitcairn Co | 14,103 | $2.35M | 0.22% | −55−0.4% | Reduced |
| Empirical Finance, LLC | 13,977 | $2.33M | 0.22% | +673+5.1% | Added |
| Vetamer Capital Management, L.P. | 13,882 | $2.31M | 3.18% | −8,118−36.9% | Reduced |
| AE Wealth Management LLC | 13,806 | $2.30M | 0.01% | −9,928−41.8% | Reduced |
| Brighton Jones LLC | 13,798 | $2.30M | 0.13% | +4,961+56.1% | Added |
| Strategic Investment Advisors | 13,760 | $2.29M | 0.41% | +1,350+10.9% | Added |
| Diversified Trust Co | 13,728 | $2.29M | 0.09% | +3,219+30.6% | Added |
| Miracle Mile Advisors, LLC | 13,433 | $2.24M | 0.07% | +70+0.5% | Added |
| NewEdge Wealth, LLC | 13,246 | $2.21M | 0.08% | −511−3.7% | Reduced |
| Private Advisor Group, LLC | 13,210 | $2.20M | 0.02% | −650−4.7% | Reduced |
| Heritage Wealth Advisors | 13,110 | $2.18M | 0.12% | −141−1.1% | Reduced |
| Regions Financial Corp | 13,012 | $2.17M | 0.02% | +187+1.5% | Added |
| Cetera Investment Advisers | 12,840 | $2.14M | 0.02% | −4,087−24.1% | Reduced |
| Pegasus Partners Ltd. | 12,479 | $2.08M | 0.33% | +1,684+15.6% | Added |
| Ascent Group, LLC | 12,392 | $2.06M | 0.22% | +81+0.7% | Added |
| Transcend Wealth Collective, LLC | 12,377 | $2.06M | 0.22% | −342−2.7% | Reduced |
| Caxton Associates LP | 12,315 | $2.05M | 0.33% | +8,361+211.5% | Added |
| Private Trust Co NA | 12,185 | $2.03M | 0.28% | −14−0.1% | Reduced |
| First National Trust Co | 12,089 | $2.01M | 0.11% | −346−2.8% | Reduced |
| Occudo Quantitative Strategies LP | 12,010 | $2.00M | 0.18% | −9,576−44.4% | Reduced |