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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 6,510 | $1.08M | 0.44% | −78−1.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,509 | $1.08M | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,507 | $1.08M | 0.01% | +2,090+47.3% | Added |
| CAPROCK Group, Inc. | 6,475 | $1.08M | 0.08% | +506+8.5% | Added |
| Ossiam | 6,431 | $1.07M | 0.02% | −114,518−94.7% | Reduced |
| Ritholtz Wealth Management | 6,407 | $1.07M | 0.05% | −14,978−70.0% | Reduced |
| DF Dent & Co Inc | 6,381 | $1.06M | 0.01% | +417+7.0% | Added |
| Ameritas Investment Partners, Inc. | 6,340 | $1.06M | 0.04% | +10.0% | Added |
| Nilsine Partners, LLC | 6,334 | $1.05M | 0.17% | +6,334 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,306 | $1.05M | 0.17% | +335+5.6% | Added |
| Ostrum Asset Management | 6,244 | $1.04M | 0.09% | +6,244 | New |
| Wilkins Investment Counsel Inc | 6,240 | $1.04M | 0.27% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,239 | $1.04M | 0.17% | +6,239 | New |
| Meeder Advisory Services, Inc. | 6,227 | $1.04M | 0.12% | +482+8.4% | Added |
| Desjardins Global Asset Management Inc. | 6,187 | $1.03M | 0.13% | +1,972+46.8% | Added |
| Gries Financial LLC | 6,130 | $1.02M | 0.30% | −80−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,127 | $1.02M | 0.10% | −90−1.4% | Reduced |
| Quantinno Capital Management LP | 6,110 | $1.02M | 0.07% | +2,472+67.9% | Added |
| Wesbanco Bank Inc | 6,104 | $1.02M | 0.04% | +4,596+304.8% | Added |
| US Asset Management LLC | 6,056 | $1.01M | 1.03% | −12−0.2% | Reduced |
| Profund Advisors LLC | 6,034 | $1.00M | 0.06% | +430+7.7% | Added |
| Cigna Investments Inc | 6,018 | $1.00M | 0.20% | −119−1.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,003 | $999.8K | 0.20% | +543+9.9% | Added |
| Sweet Financial Partners, LLC | 5,937 | $988.8K | 0.27% | +5,937 | New |
| West Paces Advisors Inc. | 5,935 | $988.5K | 0.31% | +39+0.7% | Added |
| KCS Wealth Advisory | 5,872 | $978.0K | 0.37% | −774−11.6% | Reduced |
| SkyView Investment Advisors, LLC | 5,850 | $974.0K | 0.23% | +66+1.1% | Added |
| Ferguson Wellman Capital Management, Inc | 5,839 | $972.5K | 0.02% | −75−1.3% | Reduced |
| Missouri Trust & Investment Co | 5,833 | $971.5K | 0.63% | −750−11.4% | Reduced |
| Beck Bode, LLC | 5,815 | $968.5K | 0.24% | +1,113+23.7% | Added |
| Parallel Advisors, LLC | 5,749 | $957.5K | 0.03% | −60−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,715 | $951.8K | 0.11% | +280+5.2% | Added |
| Lester Murray Antman dba SimplyRich | 5,711 | $951.0K | 0.36% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,700 | $949.3K | 0.02% | +25+0.4% | Added |
| Clarius Group, LLC | 5,691 | $947.8K | 0.08% | −399−6.6% | Reduced |
| Boltwood Capital Management | 5,689 | $947.5K | 0.35% | −21−0.4% | Reduced |
| Trust Asset Management LLC | 5,677 | $945.5K | 0.11% | +11+0.2% | Added |
| Allred Capital Management, LLC | 5,640 | $939.3K | 0.50% | −19−0.3% | Reduced |
| Donaldson Capital Management, LLC | 5,631 | $937.9K | 0.04% | +959+20.5% | Added |
| DoubleLine ETF Adviser LP | 5,599 | $932.5K | 0.40% | −1,398−20.0% | Reduced |
| SFMG, LLC | 5,560 | $926.0K | 0.10% | +15+0.3% | Added |
| Capital Investment Advisors, LLC | 5,540 | $922.8K | 0.03% | +181+3.4% | Added |
| Aries Wealth Management | 5,536 | $922.0K | 0.38% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,530 | $921.0K | 0.89% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,520 | $919.4K | 0.02% | −533−8.8% | Reduced |
| Wedmont Private Capital | 5,445 | $915.5K | 0.12% | +641+13.3% | Added |
| Susquehanna Fundamental Investments, LLC | 5,464 | $910.0K | 0.02% | −87,778−94.1% | Reduced |
| Bridgefront Capital, LLC | 5,458 | $909.0K | 0.55% | +5,458 | New |
| Norway Savings Bank | 5,437 | $905.5K | 0.46% | −35−0.6% | Reduced |
| PFS Investments Inc. | 5,314 | $900.0K | 0.02% | +1,413+36.2% | Added |
| Arrowstreet Capital, Limited Partnership | 5,393 | $898.0K | 0.00% | +5,393 | New |
| CM Wealth Advisors LLC | 5,049 | $893.0K | 0.17% | +5,049 | New |
| Venturi Wealth Management, LLC | 5,354 | $891.7K | 0.07% | −281−5.0% | Reduced |
| Ballentine Partners, LLC | 5,293 | $881.5K | 0.02% | +1,711+47.8% | Added |
| We Are One Seven, LLC | 5,227 | $870.6K | 0.06% | +285+5.8% | Added |
| Charter Trust Co | 5,205 | $866.9K | 0.07% | −566−9.8% | Reduced |
| Horizon Investments, LLC | 5,219 | $866.2K | 0.03% | −1,256−19.4% | Reduced |
| Regents of the University of California | 5,200 | $866.1K | 0.16% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $864.6K | 0.54% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 5,179 | $862.6K | 0.13% | −1,220−19.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,115 | $852.0K | 0.02% | −20−0.4% | Reduced |
| Virtus ETF Advisers LLC | 5,114 | $851.7K | 0.47% | +131+2.6% | Added |
| Prosperity Financial Group, Inc. | 5,054 | $841.7K | 0.85% | −16−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,050 | $841.1K | 0.35% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,694 | $834.9K | 0.04% | +860+22.4% | Added |
| Perigon Wealth Management, LLC | 4,948 | $824.0K | 0.05% | +56+1.1% | Added |
| Kinsale Capital Group, Inc. | 4,941 | $822.9K | 0.60% | +4,941 | New |
| Valeo Financial Advisors, LLC | 4,936 | $822.1K | 0.04% | +1,567+46.5% | Added |
| WBI Investments | 4,917 | $818.9K | 0.16% | −10,174−67.4% | Reduced |
| Sowell Financial Services LLC | 4,859 | $809.0K | 0.06% | −9,979−67.3% | Reduced |
| Ironwood Investment Counsel, LLC | 4,800 | $799.4K | 0.19% | −20−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 4,744 | $790.1K | 0.05% | −1,028−17.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,742 | $789.8K | 0.03% | −628−11.7% | Reduced |
| Oppenheimer & Co Inc | 4,717 | $785.6K | 0.02% | −126−2.6% | Reduced |
| JGP Wealth Management, LLC | 4,697 | $782.3K | 0.14% | +24+0.5% | Added |
| Cetera Advisors LLC | 4,677 | $779.0K | 0.01% | −1,166−20.0% | Reduced |
| Wexford Capital LP | 4,661 | $776.3K | 0.16% | +4,661 | New |
| King Luther Capital Management Corp | 4,656 | $775.5K | 0.00% | −8−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,642 | $773.1K | 0.07% | +815+21.3% | Added |
| SRN Advisors, LLC | 4,683 | $772.1K | 0.71% | −94−2.0% | Reduced |
| Sonnipe Ltd | 4,621 | $769.6K | 0.12% | +481+11.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,610 | $767.9K | 0.10% | +78+1.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,602 | $766.5K | 0.40% | −81−1.7% | Reduced |
| Symmetry Partners, LLC | 4,599 | $766.0K | 0.04% | +94+2.1% | Added |
| First Manhattan Co | 4,585 | $763.9K | 0.00% | +229+5.3% | Added |
| Manchester Capital Management LLC | 4,581 | $763.0K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,520 | $752.8K | 0.09% | −134−2.9% | Reduced |
| Integrated Advisors Network LLC | 4,519 | $752.6K | 0.05% | −141−3.0% | Reduced |
| James Hambro & Partners | 4,510 | $750.8K | 0.05% | −889−16.5% | Reduced |
| Boston Financial Mangement LLC | 4,490 | $747.8K | 0.03% | +6+0.1% | Added |
| Winton Group Ltd | 4,444 | $740.1K | 0.05% | +4,444 | New |
| Quadrant Private Wealth Management, LLC | 4,435 | $738.6K | 0.23% | −23−0.5% | Reduced |
| Merit Financial Group, LLC | 4,388 | $730.8K | 0.03% | +1,222+38.6% | Added |
| West Family Investments, Inc. | 4,331 | $721.3K | 0.29% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,326 | $720.5K | 0.20% | +4,326 | New |
| Banque Cantonale Vaudoise | 4,310 | $718.0K | 0.04% | +96+2.3% | Added |
| Stephens Inc | 4,303 | $716.7K | 0.01% | +620+16.8% | Added |
| Exos TFP Holdings LLC | 4,294 | $715.2K | 0.18% | +2,192+104.3% | Added |
| Gateway Investment Advisers LLC | 4,289 | $714.3K | 0.01% | −163−3.7% | Reduced |
| AIA Group Ltd | 4,252 | $708.2K | 0.04% | −675−13.7% | Reduced |