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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, Q2 2023

Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 30, 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
1,258
+36 vs. Q1 2023
Shares held
434.6M
+977.9K (+0.2%) vs. Q1 2023
Total value
$81.5B
+$9.35B (+13.0%) vs. Q1 2023
New holders
111
448 more added
Sold out
75
465 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,258 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ2 2023: $81.5B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2023.

Institutions holding MRSH in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank354,502$170.00%+354,502New
Tfo-TDC, LLC1$1880.00%00.0%Unchanged
Crewe Advisors LLC1$1890.00%−142−99.3%Reduced
PEAK6 Investments LLC3$5430.00%+3New
25 LLC3$5600.00%00.0%Unchanged
Bangor Savings Bank4$7520.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.5$8960.00%+5New
Financial Synergies Wealth Advisors, Inc.5$9410.00%00.0%Unchanged
Centerpoint Advisors, LLC6$1.00K0.00%00.0%Unchanged
PrairieView Partners, LLC7$1.00K0.00%+7New
Safeguard Financial, LLC6$1.00K0.00%+6New
Highline Wealth Partners LLC6$1.13K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.13$2.00K0.00%+13New
Sanctuary Wealth Management, L.L.C.11$2.07K0.00%+11New
Valley National Advisers Inc13$3.00K0.00%+10+333.3%Added
Longfellow Investment Management Co LLC17$3.20K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$3.38K0.00%−179−90.9%Reduced
Quarry LP18$3.38K0.00%−7−28.0%Reduced
North Star Investment Management Corp.18$3.38K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC19$3.57K0.00%00.0%Unchanged
Sofos Investments, Inc.188$3.64K0.02%+21+12.6%Added
Wolff Wiese Magana LLC20$3.76K0.00%00.0%Unchanged
First Pacific Financial20$3.76K0.00%+20New
TSFG, LLC21$4.00K0.00%−668−97.0%Reduced
Avion Wealth28$4.00K0.00%+15+115.4%Added
USA Financial Portformulas Corp23$4.33K0.01%00.0%Unchanged
SJS Investment Consulting Inc.23$4.33K0.00%+4+21.1%Added
Riggs Asset Managment Co. Inc.23$4.33K0.00%+23New
Richard W. Paul & Associates, LLC24$4.51K0.00%00.0%Unchanged
Disciplined Investments, LLC26$4.89K0.00%+2+8.3%Added
DecisionPoint Financial, LLC27$5.08K0.00%00.0%Unchanged
DT Investment Partners, LLC29$5.50K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.64K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC32$6.02K0.00%−304−90.5%Reduced
TFC Financial Management34$6.39K0.00%+7+25.9%Added
Creative Capital Management Investments LLC35$6.58K0.00%00.0%Unchanged
Salem Investment Counselors Inc36$6.77K0.00%00.0%Unchanged
Horan Securities, Inc.37$6.96K0.00%00.0%Unchanged
Activest Wealth Management40$7.03K0.00%00.0%Unchanged
Focused Wealth Management, Inc38$7.21K0.00%−225−85.6%Reduced
Atwood & Palmer Inc39$7.34K0.00%00.0%Unchanged
Baystate Wealth Management LLC42$8.07K0.00%00.0%Unchanged
Red Tortoise LLC43$8.09K0.01%00.0%Unchanged
Horizons Wealth Management44$8.28K0.01%+16+57.1%Added
Financial Connections Group, Inc.51$9.00K0.01%+51New
Northwest Capital Management Inc48$9.03K0.00%+48New
Mascoma Wealth Management LLC50$9.47K0.00%00.0%Unchanged
Toth Financial Advisory Corp55$10.3K0.00%−16−22.5%Reduced
TD Capital Management LLC55$10.4K0.00%00.0%Unchanged
WR Wealth Planners, LLC57$10.7K0.00%−1−1.7%Reduced
Pflug Koory, LLC61$11.5K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC61$11.5K0.01%00.0%Unchanged
Bollard Group LLC65$12.0K0.00%+65New
Central Bank & Trust Co65$12.2K0.00%+40+160.0%Added
Ritter Daniher Financial Advisory LLC65$12.2K0.01%00.0%Unchanged
Raffa Wealth Management, LLC67$12.6K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.68$12.8K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$13.2K0.01%00.0%Unchanged
Silicon Valley Capital Partners70$13.2K0.00%+70New
GHP Investment Advisors, Inc.72$13.8K0.00%00.0%Unchanged
Arcadia Investment Management Corp74$13.9K0.00%00.0%Unchanged
Motco74$13.9K0.00%+6+8.8%Added
West Tower Group, LLC74$13.9K0.01%+74New
Gleason Group, Inc.74$14.0K0.00%00.0%Unchanged
Steward Financial Group LLC77$14.0K0.00%+77New
Capstone Investment Advisors, LLC77$14.5K0.00%−268−77.7%Reduced
First Personal Financial Services80$15.0K0.00%00.0%Unchanged
Clean Yield Group85$16.0K0.01%−25−22.7%Reduced
Oakworth Capital, Inc.85$16.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC89$16.7K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC89$16.7K0.00%+89New
Slocum, Gordon & Co LLP90$16.9K0.01%+90New
Asset Dedication, LLC88$17.0K0.00%00.0%Unchanged
Horizon Bancorp Inc94$18.0K0.01%+94New
DB Wealth Management Group, LLC96$18.1K0.01%00.0%Unchanged
RFP Financial Group LLC96$18.1K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.97$18.2K0.01%00.0%Unchanged
Perritt Capital Management Inc101$19.0K0.01%00.0%Unchanged
Key Financial Inc103$19.4K0.01%+35+51.5%Added
Impact Partnership Wealth, LLC104$19.6K0.01%+104New
Edmond de Rothschild Holding S.A.105$19.7K0.00%+105New
Credential Qtrade Securities Inc.113$21.3K0.00%−8−6.6%Reduced
M&R Capital Management Inc114$21.4K0.01%00.0%Unchanged
Abound Wealth Management120$22.6K0.01%+43+55.8%Added
NVWM, LLC121$22.8K0.01%00.0%Unchanged
Credit Agricole S A124$23.3K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC143$23.7K0.01%00.0%Unchanged
Colonial Trust Advisors126$23.7K0.00%+92+270.6%Added
JJJ Advisors Inc.131$24.6K0.01%00.0%Unchanged
Sunbelt Securities, Inc.132$24.8K0.00%00.0%Unchanged
Capital Analysts, LLC131$25.0K0.00%+8+6.5%Added
Solstein Capital, LLC135$25.4K0.02%00.0%Unchanged
Pacific Center for Financial Services136$25.6K0.01%00.0%Unchanged
Avalon Trust Co138$26.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC138$26.0K0.00%+1+0.7%Added
Trifecta Capital Advisors, LLC139$26.1K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC147$27.6K0.04%00.0%Unchanged
ZRC Wealth Management, LLC147$27.6K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC147$27.6K0.00%+6+4.3%Added
Atlas Capital Advisors LLC158$29.7K0.00%00.0%Unchanged