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 |
|---|---|---|---|---|---|
| Union Heritage Capital, LLC | 12,000 | $2.00M | 1.21% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 11,960 | $1.99M | 0.23% | +3,227+37.0% | Added |
| Brown, Lisle/Cummings, Inc. | 11,896 | $1.98M | 1.01% | −69−0.6% | Reduced |
| United Services Automobile Association | 11,893 | $1.98M | 0.06% | −7,637−39.1% | Reduced |
| WSFS Capital Management, LLC | 11,639 | $1.94M | 0.20% | +30+0.3% | Added |
| CIBC World Markets Inc. | 11,623 | $1.94M | 0.01% | +1,119+10.7% | Added |
| Accurate Wealth Management, LLC | 11,445 | $1.92M | 0.66% | +1,305+12.9% | Added |
| Icon Advisers Inc | 11,500 | $1.92M | 0.49% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,430 | $1.90M | 0.16% | +20+0.2% | Added |
| Howland Capital Management LLC | 11,430 | $1.90M | 0.11% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,408 | $1.90M | 0.03% | +9,426+475.6% | Added |
| Front Row Advisors LLC | 11,311 | $1.88M | 0.90% | −540−4.6% | Reduced |
| Walleye Capital LLC | 11,138 | $1.86M | 0.04% | +11,138 | New |
| Vectors Research Management, LLC | 11,111 | $1.85M | 0.48% | +21+0.2% | Added |
| Heritage Trust Co | 11,064 | $1.84M | 0.29% | +228+2.1% | Added |
| Hills Bank & Trust Co | 11,061 | $1.84M | 0.25% | +400+3.8% | Added |
| United Capital Financial Advisers, LLC | 11,059 | $1.84M | 0.01% | −2,848−20.5% | Reduced |
| Wetherby Asset Management Inc | 11,026 | $1.84M | 0.11% | +768+7.5% | Added |
| Dumont & Blake Investment Advisors LLC | 10,997 | $1.83M | 0.62% | −175−1.6% | Reduced |
| Venture Visionary Partners LLC | 10,997 | $1.83M | 0.12% | −296−2.6% | Reduced |
| Raymond James Trust N.A. | 10,865 | $1.81M | 0.06% | +1,082+11.1% | Added |
| Fayez Sarofim & Co | 10,815 | $1.80M | 0.01% | +10.0% | Added |
| Inceptionr LLC | 10,812 | $1.80M | 0.58% | +8,333+336.1% | Added |
| Pensionfund Sabic | 10,700 | $1.78M | 0.62% | −2,000−15.7% | Reduced |
| HNP Capital LLC | 10,545 | $1.76M | 0.49% | −134−1.3% | Reduced |
| Belpointe Asset Management LLC | 10,537 | $1.75M | 0.09% | −146−1.4% | Reduced |
| Alyeska Investment Group, L.P. | 10,430 | $1.74M | 0.02% | +10,430 | New |
| Park Avenue Securities LLC | 10,175 | $1.70M | 0.03% | +857+9.2% | Added |
| Beverly Hills Private Wealth, LLC | 10,014 | $1.67M | 0.52% | +1,511+17.8% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.67M | 0.08% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 9,994 | $1.66M | 1.71% | −317−3.1% | Reduced |
| Lincoln National Corp | 9,969 | $1.66M | 0.03% | −650−6.1% | Reduced |
| Wealthcare Advisory Partners LLC | 9,957 | $1.66M | 0.07% | +82+0.8% | Added |
| Greenleaf Trust | 9,890 | $1.65M | 0.02% | −117−1.2% | Reduced |
| Tealwood Asset Management Inc | 9,819 | $1.64M | 0.83% | −368−3.6% | Reduced |
| Chatham Capital Group, Inc. | 9,810 | $1.63M | 0.37% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,782 | $1.63M | 0.05% | −357−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,722 | $1.62M | 0.01% | +754+8.4% | Added |
| Clifford Swan Investment Counsel LLC | 9,709 | $1.62M | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,627 | $1.60M | 0.04% | +4,254+79.2% | Added |
| Moneta Group Investment Advisors LLC | 9,580 | $1.60M | 0.04% | +854+9.8% | Added |
| Wealth Alliance | 9,573 | $1.59M | 0.26% | +1,369+16.7% | Added |
| Fiduciary Trust Co | 9,529 | $1.59M | 0.03% | −1,100−10.3% | Reduced |
| Grimes & Company, Inc. | 9,518 | $1.59M | 0.06% | +12+0.1% | Added |
| Hartline Investment Corp | 9,495 | $1.58M | 0.32% | −8,844−48.2% | Reduced |
| Cary Street Partners Asset Management LLC | 9,335 | $1.55M | 0.29% | −635−6.4% | Reduced |
| Mission Wealth Management, LP | 9,110 | $1.52M | 0.06% | +143+1.6% | Added |
| Veriti Management LLC | 9,093 | $1.51M | 0.18% | +220+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,052 | $1.51M | 0.08% | −11,787−56.6% | Reduced |
| Wimmer Associates 1, LLC | 8,170 | $1.48M | 0.95% | −116−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,868 | $1.48M | 0.10% | +944+11.9% | Added |
| RMR Wealth Builders | 8,842 | $1.47M | 0.28% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 8,769 | $1.46M | 0.11% | +30.0% | Added |
| Chesley Taft & Associates LLC | 8,720 | $1.45M | 0.10% | −575−6.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,693 | $1.45M | 0.35% | +129+1.5% | Added |
| Mirova | 8,543 | $1.42M | 0.21% | +6,254+273.2% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.42M | 0.13% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,514 | $1.42M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8,514 | $1.42M | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,471 | $1.41M | 0.06% | +101+1.2% | Added |
| Balentine LLC | 8,458 | $1.41M | 0.05% | −6,366−42.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,401 | $1.40M | 0.04% | −7,452−47.0% | Reduced |
| Qtron Investments LLC | 8,398 | $1.40M | 0.29% | +830+11.0% | Added |
| Evercore Wealth Management, LLC | 8,369 | $1.39M | 0.03% | −13−0.2% | Reduced |
| Signaturefd, LLC | 8,277 | $1.38M | 0.04% | −212−2.5% | Reduced |
| Comerica Securities,inc. | 8,258 | $1.38M | 0.10% | +1,684+25.6% | Added |
| LS Investment Advisors, LLC | 8,258 | $1.38M | 0.26% | 00.0% | Unchanged |
| Banco Santander, S.A. | 8,182 | $1.36M | 0.02% | +110+1.4% | Added |
| Quadrant Capital Group LLC | 8,172 | $1.36M | 0.14% | −61−0.7% | Reduced |
| TD Private Client Wealth LLC | 8,139 | $1.36M | 0.06% | +523+6.9% | Added |
| Bishop Rock Capital, L.P. | 8,111 | $1.35M | 2.10% | −21,293−72.4% | Reduced |
| Enterprise Bank & Trust Co | 8,039 | $1.34M | 0.58% | −119−1.5% | Reduced |
| DFPG Investments, LLC | 8,028 | $1.34M | 0.14% | +210+2.7% | Added |
| PFG Advisors | 8,007 | $1.33M | 0.11% | +275+3.6% | Added |
| LMCG Investments, LLC | 7,978 | $1.33M | 0.09% | −523−6.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,905 | $1.32M | 0.15% | −2,718−25.6% | Reduced |
| HM Payson & Co | 7,743 | $1.29M | 0.03% | +232+3.1% | Added |
| TCTC Holdings, LLC | 7,738 | $1.29M | 0.05% | +242+3.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,734 | $1.29M | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 7,685 | $1.28M | 0.02% | −465−5.7% | Reduced |
| Lantz Financial LLC | 7,674 | $1.28M | 0.53% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,666 | $1.28M | 0.11% | +21+0.3% | Added |
| Clearstead Advisors, LLC | 7,606 | $1.27M | 0.09% | +708+10.3% | Added |
| TrinityPoint Wealth, LLC | 7,447 | $1.24M | 0.27% | +9+0.1% | Added |
| Avantax Advisory Services, Inc. | 7,428 | $1.24M | 0.02% | +1,777+31.4% | Added |
| Arden Trust Co | 7,389 | $1.23M | 0.22% | +893+13.7% | Added |
| Smithfield Trust Co | 7,343 | $1.22M | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,339 | $1.22M | 0.05% | +404+5.8% | Added |
| Thompson Siegel & Walmsley LLC | 7,294 | $1.22M | 0.02% | −80−1.1% | Reduced |
| Wintrust Investments LLC | 7,264 | $1.21M | 0.15% | 00.0% | Unchanged |
| AXS Investments LLC | 7,254 | $1.21M | 0.40% | +439+6.4% | Added |
| Coldstream Capital Management Inc | 7,210 | $1.20M | 0.04% | −99−1.4% | Reduced |
| RCS Financial Planning, LLC | 7,152 | $1.19M | 1.06% | −10.0% | Reduced |
| Cresset Asset Management, LLC | 7,118 | $1.19M | 0.02% | −2,816−28.3% | Reduced |
| Acrisure Capital Management, LLC | 7,075 | $1.18M | 1.19% | −682−8.8% | Reduced |
| Elmwood Wealth Management, Inc. | 6,653 | $1.11M | 0.52% | +80+1.2% | Added |
| Citizens & Northern Corp | 6,650 | $1.11M | 0.43% | +92+1.4% | Added |
| Peapack Gladstone Financial Corp | 6,603 | $1.10M | 0.02% | −110−1.6% | Reduced |
| Pinnacle Associates Ltd | 6,556 | $1.09M | 0.02% | +65+1.0% | Added |
| United Bank | 6,549 | $1.09M | 0.64% | −120−1.8% | Reduced |