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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group LLC | 38,639 | $7.27M | 0.10% | −33−0.1% | Reduced |
| Prudential PLC | 39,047 | $7.34M | 0.09% | −159−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 39,374 | $7.41M | 0.88% | +231+0.6% | Added |
| AustralianSuper Pty Ltd | 39,597 | $7.45M | 0.05% | +21,792+122.4% | Added |
| Daiwa Securities Group Inc. | 39,627 | $7.45M | 0.05% | +615+1.6% | Added |
| Kentucky Retirement Systems | 39,777 | $7.48M | 0.25% | +639+1.6% | Added |
| JustInvest LLC | 40,134 | $7.55M | 0.23% | +2,971+8.0% | Added |
| Builder Investment Group Inc | 40,236 | $7.57M | 2.96% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 40,640 | $7.64M | 0.27% | −726−1.8% | Reduced |
| Elo Mutual Pension Insurance Co | 40,740 | $7.66M | 0.23% | +1,134+2.9% | Added |
| Vident Investment Advisory, LLC | 40,847 | $7.68M | 0.26% | +1,831+4.7% | Added |
| Securian Asset Management, Inc | 41,103 | $7.73M | 0.20% | −516−1.2% | Reduced |
| Running Oak Capital LLC | 41,418 | $7.79M | 1.91% | +3,033+7.9% | Added |
| Huntington National Bank | 41,560 | $7.82M | 0.07% | −778−1.8% | Reduced |
| Contravisory Investment Management, Inc. | 41,804 | $7.86M | 2.08% | +1,524+3.8% | Added |
| Natixis | 42,173 | $7.93M | 0.07% | +27,585+189.1% | Added |
| Andra AP-fonden | 42,300 | $7.96M | 0.20% | +1,700+4.2% | Added |
| Vestcor Inc | 43,453 | $8.17M | 0.30% | −1,029−2.3% | Reduced |
| Bank of Nova Scotia | 43,794 | $8.24M | 0.02% | +4,866+12.5% | Added |
| Aptus Capital Advisors, LLC | 43,806 | $8.24M | 0.24% | −3,093−6.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 44,517 | $8.37M | 0.01% | +39,124+725.5% | Added |
| British Columbia Investment Management Corp | 44,645 | $8.40M | 0.08% | +363+0.8% | Added |
| Hudson Valley Investment Advisors Inc | 44,754 | $8.42M | 1.14% | +2,030+4.8% | Added |
| Vontobel Holding Ltd. | 45,438 | $8.55M | 0.07% | −6,582−12.7% | Reduced |
| Jupiter Asset Management Ltd | 45,505 | $8.56M | 0.09% | +12,258+36.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 45,500 | $8.56M | 0.11% | −81,000−64.0% | Reduced |
| Bell Asset Management Ltd | 45,800 | $8.61M | 1.47% | −82−0.2% | Reduced |
| Aigen Investment Management, LP | 47,991 | $9.03M | 1.33% | +10,908+29.4% | Added |
| TD Waterhouse Canada Inc. | 42,971 | $9.32M | 0.09% | −250−0.6% | Reduced |
| Jump Financial, LLC | 49,796 | $9.37M | 0.35% | +14,295+40.3% | Added |
| Meeder Asset Management Inc | 49,923 | $9.39M | 0.68% | −489−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 50,095 | $9.42M | 0.23% | −15,312−23.4% | Reduced |
| Annex Advisory Services, LLC | 50,597 | $9.52M | 0.53% | −3,020−5.6% | Reduced |
| Walleye Capital LLC | 52,191 | $9.82M | 0.17% | +41,053+368.6% | Added |
| CIBC Private Wealth Group, LLC | 52,498 | $9.87M | 0.02% | +7,284+16.1% | Added |
| SYSTM Wealth Solutions LLC | 52,774 | $9.93M | 1.34% | +2,763+5.5% | Added |
| Mercer Global Advisors Inc | 53,964 | $10.2M | 0.04% | +2,176+4.2% | Added |
| Foyston, Gordon, & Payne Inc | 54,534 | $10.3M | 2.68% | +708+1.3% | Added |
| Ci Investments Inc. | 55,019 | $10.3M | 0.05% | −1,951−3.4% | Reduced |
| PGGM Investments | 55,334 | $10.4M | 0.17% | +7,645+16.0% | Added |
| Nissay Asset Management Corp | 55,405 | $10.4M | 0.09% | −898−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 55,988 | $10.5M | 0.02% | −1,558−2.7% | Reduced |
| Calamos Wealth Management LLC | 56,099 | $10.6M | 0.78% | −270−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 56,452 | $10.6M | 0.36% | +692+1.2% | Added |
| Rockefeller Capital Management L.P. | 56,699 | $10.7M | 0.04% | −251−0.4% | Reduced |
| Wealthfront Advisers LLC | 57,191 | $10.8M | 0.05% | −367−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,636 | $10.8M | 0.16% | +7,703+15.4% | Added |
| West Coast Financial LLC | 57,971 | $10.9M | 1.54% | +409+0.7% | Added |
| Thrivent Financial for Lutherans | 58,172 | $10.9M | 0.02% | +18,193+45.5% | Added |
| Czech National Bank | 58,574 | $11.0M | 0.25% | +261+0.4% | Added |
| Cerity Partners LLC | 58,778 | $11.1M | 0.04% | −9,820−14.3% | Reduced |
| Brown Advisory Inc | 59,037 | $11.1M | 0.02% | −419−0.7% | Reduced |
| Atria Investments LLC | 59,038 | $11.1M | 0.20% | −1,304−2.2% | Reduced |
| Squarepoint Ops LLC | 59,082 | $11.1M | 0.06% | +28,278+91.8% | Added |
| First American Bank | 59,560 | $11.2M | 0.97% | −2,420−3.9% | Reduced |
| Oppenheimer Asset Management Inc. | 59,587 | $11.2M | 0.16% | −4,057−6.4% | Reduced |
| Washington Trust Bank | 59,973 | $11.3M | 1.15% | +854+1.4% | Added |
| C.V. Starr & Co., Inc. Trust | 60,000 | $11.3M | 62.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 60,900 | $11.5M | 0.03% | −11,800−16.2% | Reduced |
| Baker Avenue Asset Management, LP | 62,168 | $11.7M | 0.59% | −6,557−9.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 63,971 | $12.0M | 1.00% | +1,421+2.3% | Added |
| Oribel Capital Management, LP | 64,700 | $12.2M | 1.14% | −104,300−61.7% | Reduced |
| Levin Capital Strategies, L.P. | 64,903 | $12.2M | 1.41% | −220−0.3% | Reduced |
| Brinker Capital Investments, LLC | 64,922 | $12.2M | 0.13% | +1,833+2.9% | Added |
| Orion Portfolio Solutions, LLC | 64,922 | $12.2M | 0.13% | +1,833+2.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 66,970 | $12.6M | 0.30% | +6,161+10.1% | Added |
| Achmea Investment Management B.V. | 68,279 | $12.8M | 0.27% | +19,964+41.3% | Added |
| Carnegie Capital Asset Management, LLC | 69,201 | $13.0M | 0.48% | +40,045+137.3% | Added |
| Ethic Inc. | 70,479 | $13.3M | 0.49% | +1,090+1.6% | Added |
| Mutual of America Capital Management LLC | 71,166 | $13.4M | 0.15% | +328+0.5% | Added |
| State of Alaska, Department of Revenue | 72,275 | $13.6M | 0.16% | −2,864−3.8% | Reduced |
| Segment Wealth Management, LLC | 72,328 | $13.6M | 1.40% | −1,482−2.0% | Reduced |
| Tredje AP-fonden | 73,108 | $13.8M | 0.19% | +4,695+6.9% | Added |
| Alaska Permanent Fund Corp | 73,583 | $13.8M | 0.27% | +73,583 | New |
| Commonwealth Equity Services, LLC | 74,194 | $14.0M | 0.03% | −1,987−2.6% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 75,495 | $14.2M | 2.41% | +6,577+9.5% | Added |
| RMB Capital Management, LLC | 75,800 | $14.3M | 0.47% | −1,064−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,091 | $14.3M | 0.22% | +14,782+24.1% | Added |
| Scotia Capital Inc. | 76,257 | $14.3M | 0.10% | +7,078+10.2% | Added |
| New York Life Investment Management LLC | 77,135 | $14.5M | 0.15% | −417−0.5% | Reduced |
| Yousif Capital Management, LLC | 78,335 | $14.7M | 0.18% | +829+1.1% | Added |
| JLB & Associates Inc | 79,309 | $14.9M | 2.12% | −1,550−1.9% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $14.9M | 0.22% | 00.0% | Unchanged |
| Van Eck Associates Corp | 79,751 | $15.0M | 0.03% | +3,975+5.2% | Added |
| Public Employees Retirement Association of Colorado | 80,113 | $15.1M | 0.07% | −1,152−1.4% | Reduced |
| Creative Planning | 80,911 | $15.2M | 0.02% | +4,471+5.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 81,539 | $15.3M | 0.09% | +9,029+12.5% | Added |
| Advisor Group Holdings, Inc. | 84,125 | $15.8M | 0.03% | −3,028−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 84,500 | $15.9M | 0.14% | −13,368−13.7% | Reduced |
| Northwest & Ethical Investments L.P. | 84,871 | $16.0M | 0.51% | +10,628+14.3% | Added |
| Utah Retirement Systems | 84,921 | $16.0M | 0.22% | −3,300−3.7% | Reduced |
| Walter Public Investments Inc. | 85,994 | $16.2M | 3.60% | +10,983+14.6% | Added |
| Osborne Partners Capital Management, LLC | 86,167 | $16.2M | 1.17% | −291−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,281 | $16.2M | 0.13% | +2,366+2.8% | Added |
| Wesleyan Assurance Society | 86,426 | $16.3M | 1.74% | 00.0% | Unchanged |
| Torray LLC | 87,022 | $16.4M | 2.83% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 87,751 | $16.5M | 1.86% | −1,013−1.1% | Reduced |
| Captrust Financial Advisors | 90,624 | $17.0M | 0.07% | +4,040+4.7% | Added |
| Sawgrass Asset Management LLC | 91,176 | $17.1M | 2.11% | −4,741−4.9% | Reduced |
| IFM Investors Pty Ltd | 94,554 | $17.8M | 0.23% | +5,236+5.9% | Added |