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 |
|---|---|---|---|---|---|
| Conning Inc. | 4,208 | $700.8K | 0.02% | −481−10.3% | Reduced |
| Schechter Investment Advisors, LLC | 4,205 | $700.3K | 0.06% | +318+8.2% | Added |
| Financial Counselors Inc | 4,195 | $699.0K | 0.02% | −119−2.8% | Reduced |
| McAdam, LLC | 4,137 | $689.0K | 0.06% | +225+5.8% | Added |
| Fox Run Management, L.L.C. | 4,124 | $686.9K | 0.22% | +4,124 | New |
| Atlantic Union Bankshares Corp | 4,028 | $670.9K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,022 | $669.9K | 0.08% | −954−19.2% | Reduced |
| Western Wealth Management, LLC | 4,018 | $669.2K | 0.06% | −64−1.6% | Reduced |
| Banque Pictet & Cie SA | 3,999 | $666.0K | 0.01% | −149−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,987 | $664.0K | 0.11% | +271+7.3% | Added |
| Matthew Goff Investment Advisor, LLC | 3,940 | $656.2K | 0.16% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,939 | $656.1K | 0.04% | +485+14.0% | Added |
| CTC Capital Management, LLC | 3,870 | $644.5K | 1.35% | +3,870 | New |
| Amplius Wealth Advisors, LLC | 3,867 | $644.0K | 0.09% | −544−12.3% | Reduced |
| Fidelis Capital Partners, LLC | 3,586 | $643.2K | 0.27% | +3,586 | New |
| Kenfarb & Co. | 3,855 | $642.0K | 0.57% | −180−4.5% | Reduced |
| Waypoint Capital Advisors, LLC | 3,854 | $641.9K | 0.21% | −19−0.5% | Reduced |
| ASB Consultores, LLC | 3,819 | $636.1K | 0.26% | +1,120+41.5% | Added |
| Buckingham Strategic Wealth, LLC | 3,831 | $633.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,791 | $631.4K | 0.01% | −135−3.4% | Reduced |
| VeraBank, N.A. | 3,790 | $631.2K | 0.29% | −323−7.9% | Reduced |
| Hutchinson Capital Management | 3,738 | $622.6K | 0.16% | +3+0.1% | Added |
| Fulton Bank, N.A. | 3,733 | $621.7K | 0.03% | +93+2.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,724 | $620.2K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,705 | $617.1K | 0.05% | −268−6.7% | Reduced |
| Bryn Mawr Trust Co | 3,682 | $613.0K | 0.03% | +739+25.1% | Added |
| KB Financial Partners, LLC | 3,678 | $612.0K | 0.18% | +5+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,673 | $611.8K | 0.06% | +3,673 | New |
| Hilltop Holdings Inc. | 3,663 | $610.1K | 0.08% | −180−4.7% | Reduced |
| Vise Technologies, Inc. | 3,630 | $604.6K | 0.16% | +169+4.9% | Added |
| Imprint Wealth LLC | 3,600 | $599.6K | 0.39% | +3,600 | New |
| Ausdal Financial Partners, Inc. | 3,588 | $597.6K | 0.08% | −7−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 3,527 | $587.3K | 0.01% | +170+5.1% | Added |
| Sentry Investment Management LLC | 3,519 | $586.0K | 0.24% | −1,160−24.8% | Reduced |
| Stiles Financial Services Inc | 3,512 | $585.0K | 0.31% | +9+0.3% | Added |
| Noesis Capital Mangement Corp | 3,500 | $583.0K | 0.15% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $582.9K | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,456 | $575.6K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,443 | $573.5K | 0.12% | +87+2.6% | Added |
| Sequoia Financial Advisors, LLC | 3,434 | $572.0K | 0.01% | −44−1.3% | Reduced |
| Savant Capital, LLC | 3,426 | $570.6K | 0.01% | +34+1.0% | Added |
| BSW Wealth Partners | 3,384 | $563.6K | 0.12% | +231+7.3% | Added |
| Axxcess Wealth Management, LLC | 3,363 | $560.1K | 0.04% | +1,267+60.4% | Added |
| Domani Wealth, LLC | 3,340 | $556.3K | 0.13% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 3,325 | $553.8K | 0.49% | −111−3.2% | Reduced |
| Summit Global Investments | 3,311 | $551.0K | 0.04% | +178+5.7% | Added |
| Mutual Advisors, LLC | 3,291 | $548.1K | 0.02% | +1,338+68.5% | Added |
| Avidian Wealth Solutions, LLC | 3,288 | $547.6K | 0.03% | −406−11.0% | Reduced |
| Abbrea Capital, LLC | 3,257 | $542.0K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,254 | $542.0K | 0.05% | −565−14.8% | Reduced |
| Rodgers Brothers Inc. | 3,250 | $541.3K | 0.10% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $540.3K | 0.10% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,232 | $538.3K | 0.20% | +410+14.5% | Added |
| 44 Wealth Management LLC | 3,231 | $538.1K | 0.18% | −20−0.6% | Reduced |
| Qsemble Capital Management, LP | 3,200 | $533.0K | 0.36% | −3,500−52.2% | Reduced |
| Duncker Streett & Co Inc | 3,200 | $533.0K | 0.13% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,184 | $530.3K | 0.01% | +3,184 | New |
| Eads & Heald Wealth Management | 3,180 | $530.0K | 0.26% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,175 | $528.9K | 0.03% | +3,175 | New |
| Graypoint LLC | 3,169 | $527.7K | 0.06% | +292+10.1% | Added |
| Leavell Investment Management, Inc. | 3,150 | $525.0K | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,150 | $524.6K | 0.29% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,149 | $524.4K | 0.13% | +217+7.4% | Added |
| Empower Advisory Group, LLC | 3,109 | $524.3K | 0.00% | +3,109 | New |
| Waller Financial Planning Group, Inc | 3,124 | $520.3K | 0.15% | +11+0.4% | Added |
| V-Square Quantitative Management LLC | 3,121 | $519.8K | 0.48% | +3,121 | New |
| Wealth Enhancement Advisory Services, LLC | 3,118 | $519.4K | 0.01% | −37,295−92.3% | Reduced |
| NorthRock Partners, LLC | 3,106 | $517.3K | 0.06% | +6+0.2% | Added |
| Defined Wealth Management, LLC | 3,095 | $515.5K | 0.48% | 00.0% | Unchanged |
| Shelton Capital Management | 3,093 | $515.1K | 0.02% | −65−2.1% | Reduced |
| Opus Capital Group, LLC | 3,091 | $515.0K | 0.09% | −28−0.9% | Reduced |
| National Wealth Management Group, LLC | 2,831 | $513.0K | 0.59% | +2,831 | New |
| Shira Ridge Wealth Management | 3,044 | $507.0K | 0.33% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,037 | $505.8K | 0.10% | −13−0.4% | Reduced |
| North Star Asset Management Inc | 3,016 | $502.3K | 0.03% | −10−0.3% | Reduced |
| ING Groep NV | 3,015 | $502.1K | 0.00% | +3,015 | New |
| Strategic Blueprint, LLC | 3,010 | $501.3K | 0.05% | +34+1.1% | Added |
| Forum Financial Management, LP | 2,982 | $496.7K | 0.01% | −77−2.5% | Reduced |
| Chesapeake Asset Management LLC | 2,952 | $491.7K | 0.45% | +2,952 | New |
| National Asset Management, Inc. | 2,941 | $489.9K | 0.01% | −894−23.3% | Reduced |
| Trust Co of Toledo NA | 2,934 | $488.7K | 0.09% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,927 | $487.5K | 0.03% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,914 | $485.3K | 0.29% | +142+5.1% | Added |
| Wealthsource Partners, LLC | 2,907 | $484.2K | 0.03% | +13+0.4% | Added |
| IFP Advisors, Inc | 5,996 | $482.4K | 0.02% | +792+15.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,879 | $479.5K | 0.04% | −440−13.3% | Reduced |
| Centiva Capital, LP | 2,876 | $479.0K | 0.03% | +1,605+126.3% | Added |
| Waldron Private Wealth LLC | 2,867 | $477.5K | 0.02% | +223+8.4% | Added |
| Strid Group, LLC | 2,864 | $477.0K | 0.11% | −364−11.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,864 | $477.0K | 0.17% | +7+0.2% | Added |
| Kearns & Associates LLC | 2,860 | $476.3K | 0.47% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,855 | $475.6K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,847 | $474.3K | 0.04% | +171+6.4% | Added |
| X-Square Capital, LLC | 2,785 | $464.0K | 0.27% | −263−8.6% | Reduced |
| Deseret Mutual Benefit Administrators | 2,772 | $461.7K | 0.18% | +132+5.0% | Added |
| Proficio Capital Partners LLC | 2,741 | $456.4K | 0.07% | −105−3.7% | Reduced |
| Tower Bridge Advisors | 2,735 | $455.5K | 0.04% | +35+1.3% | Added |
| Geller Advisors LLC | 2,724 | $453.7K | 0.07% | −139−4.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,597 | $452.7K | 0.07% | +2,597 | New |
| Stockman Wealth Management, Inc. | 2,692 | $448.4K | 0.10% | −99−3.5% | Reduced |