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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 94,939 | $17.9M | 0.05% | −174,516−64.8% | Reduced |
| Fort Pitt Capital Group, LLC | 95,095 | $17.9M | 0.66% | −12,124−11.3% | Reduced |
| Jane Street Group, LLC | 96,138 | $18.1M | 0.02% | +22,495+30.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,717 | $18.2M | 0.24% | −3,080−3.1% | Reduced |
| Advisors Asset Management, Inc. | 97,599 | $18.4M | 0.37% | −7,759−7.4% | Reduced |
| First Republic Investment Management, Inc. | 97,925 | $18.4M | 0.10% | −26,413−21.2% | Reduced |
| Xponance, Inc. | 99,765 | $18.8M | 0.25% | −4,021−3.9% | Reduced |
| Azimuth Capital Investment Management LLC | 99,772 | $18.8M | 0.89% | +6,335+6.8% | Added |
| Rathbone Brothers plc | 100,054 | $18.8M | 0.18% | +8,351+9.1% | Added |
| USS Investment Management Ltd | 100,519 | $18.9M | 0.23% | +1,138+1.1% | Added |
| Texas Permanent School Fund | 103,277 | $19.4M | 0.18% | −231−0.2% | Reduced |
| Brookfield Asset Management Inc. | 108,181 | $20.3M | 0.08% | −39,648−26.8% | Reduced |
| Janney Montgomery Scott LLC | 108,599 | $20.4M | 0.07% | −1,309−1.2% | Reduced |
| CIBC Asset Management Inc | 108,637 | $20.4M | 0.08% | −1,453−1.3% | Reduced |
| Public Sector Pension Investment Board | 108,698 | $20.4M | 0.15% | −6,620−5.7% | Reduced |
| Glenmede Trust Co NA | 123,116 | $20.5M | 0.12% | 00.0% | Unchanged |
| Washington Trust Co | 109,599 | $20.6M | 0.87% | −1,262−1.1% | Reduced |
| Boston Family Office LLC | 109,669 | $20.6M | 1.58% | −4,702−4.1% | Reduced |
| ProShare Advisors LLC | 111,520 | $21.0M | 0.06% | +2,042+1.9% | Added |
| Retirement Systems of Alabama | 112,438 | $21.1M | 0.09% | −33,870−23.1% | Reduced |
| Crestwood Advisors Group LLC | 112,989 | $21.3M | 0.67% | −62,411−35.6% | Reduced |
| DnB Asset Management AS | 114,810 | $21.6M | 0.12% | +24,641+27.3% | Added |
| M&T Bank Corp | 115,655 | $21.8M | 0.08% | −2,930−2.5% | Reduced |
| Martingale Asset Management L P | 121,221 | $22.8M | 0.45% | −5,418−4.3% | Reduced |
| Brown Brothers Harriman & Co | 122,029 | $23.0M | 0.18% | −5,702−4.5% | Reduced |
| Marathon Asset Mgmt Ltd | 122,468 | $23.0M | 0.65% | −28,769−19.0% | Reduced |
| Prio Wealth Limited Partnership | 126,323 | $23.8M | 0.85% | +502+0.4% | Added |
| Guggenheim Capital LLC | 126,780 | $23.8M | 0.19% | +21,888+20.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 126,910 | $23.9M | 0.05% | −1,984−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 128,369 | $24.1M | 0.16% | +5,751+4.7% | Added |
| Renaissance Technologies LLC | 130,700 | $24.6M | 0.04% | +5,299+4.2% | Added |
| EULAV Asset Management | 132,000 | $24.8M | 0.93% | 00.0% | Unchanged |
| Davenport & Co LLC | 133,365 | $25.1M | 0.19% | −1,613−1.2% | Reduced |
| Neuberger Berman Group LLC | 135,128 | $25.4M | 0.02% | −3,518−2.5% | Reduced |
| Swiss Life Asset Management Ltd | 135,727 | $25.5M | 0.38% | +27,825+25.8% | Added |
| CIBC World Markets Corp | 135,895 | $25.6M | 0.21% | +19,573+16.8% | Added |
| Forsta Ap-Fonden | 136,600 | $25.7M | 0.28% | −16,200−10.6% | Reduced |
| HighTower Advisors, LLC | 136,675 | $25.7M | 0.05% | +13,273+10.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 136,803 | $25.7M | 1.28% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 137,449 | $25.9M | 0.14% | +4,738+3.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 137,848 | $25.9M | 0.86% | −742−0.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 138,468 | $26.0M | 0.54% | −3,000−2.1% | Reduced |
| Whittier Trust Co | 139,940 | $26.3M | 0.46% | −2,019−1.4% | Reduced |
| Arizona State Retirement System | 141,511 | $26.6M | 0.22% | +6,079+4.5% | Added |
| MetLife Investment Management | 142,097 | $26.7M | 0.19% | −3,319−2.3% | Reduced |
| Cumberland Partners Ltd | 144,126 | $27.1M | 2.49% | −448−0.3% | Reduced |
| US Bancorp | 145,514 | $27.4M | 0.04% | −5,748−3.8% | Reduced |
| State of Michigan Retirement System | 145,875 | $27.4M | 0.17% | −14,100−8.8% | Reduced |
| D. E. Shaw & Co., Inc. | 146,118 | $27.5M | 0.04% | +102,952+238.5% | Added |
| Gabelli Funds LLC | 146,600 | $27.6M | 0.21% | +13,200+9.9% | Added |
| Franklin Resources Inc | 146,689 | $27.6M | 0.01% | +12,778+9.5% | Added |
| Amalgamated Bank | 147,306 | $27.7M | 0.22% | +1,798+1.2% | Added |
| Alps Advisors Inc | 148,217 | $27.9M | 0.24% | −3,810−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 148,221 | $27.9M | 0.27% | +50,477+51.6% | Added |
| Boston Private Wealth LLC | 149,057 | $28.0M | 0.51% | −41,906−21.9% | Reduced |
| AXA S.A. | 157,566 | $29.6M | 0.10% | −199−0.1% | Reduced |
| Zacks Investment Management | 158,127 | $29.7M | 0.37% | +3,651+2.4% | Added |
| Rafferty Asset Management, LLC | 158,729 | $29.9M | 0.17% | −8,095−4.9% | Reduced |
| American International Group, Inc. | 163,853 | $30.8M | 0.19% | +1,345+0.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 164,103 | $30.9M | 0.38% | +1,800+1.1% | Added |
| Artemis Investment Management LLP | 167,483 | $31.5M | 0.40% | +7,165+4.5% | Added |
| Nisa Investment Advisors, LLC | 167,829 | $31.6M | 0.23% | +6,692+4.2% | Added |
| Vigilant Capital Management, LLC | 168,680 | $31.7M | 2.37% | +1,432+0.9% | Added |
| CI Private Wealth, LLC | 170,157 | $32.0M | 0.07% | −10,443−5.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 172,540 | $32.5M | 1.96% | −27,085−13.6% | Reduced |
| Pathstone Family Office, LLC | 174,500 | $32.8M | 0.47% | +1,579+0.9% | Added |
| Stock Yards Bank & Trust Co | 176,338 | $33.2M | 1.21% | −1,061−0.6% | Reduced |
| LPL Financial LLC | 178,122 | $33.5M | 0.02% | +12,834+7.8% | Added |
| Dundas Partners LLP | 178,934 | $33.7M | 3.17% | 00.0% | Unchanged |
| Macquarie Group Ltd | 182,869 | $34.4M | 0.04% | −1,684−0.9% | Reduced |
| Alyeska Investment Group, L.P. | 186,889 | $35.2M | 0.27% | +176,459+1,691.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 191,047 | $35.9M | 0.49% | +6,866+3.7% | Added |
| Kempen Capital Management N.V. | 192,683 | $36.2M | 0.65% | +579+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 194,098 | $36.5M | 0.35% | −2,840−1.4% | Reduced |
| Susquehanna International Group, LLP | 197,866 | $37.2M | 0.06% | −181,139−47.8% | Reduced |
| AMF Pensionsforsakring AB | 198,977 | $37.4M | 0.34% | −32,620−14.1% | Reduced |
| Royal London Asset Management Ltd | 199,285 | $37.5M | 0.12% | +20,605+11.5% | Added |
| Gillespie Robinson & Grimm Inc | 203,740 | $38.3M | 3.55% | −20,619−9.2% | Reduced |
| Capital International Inc | 203,869 | $38.3M | 0.70% | +52,228+34.4% | Added |
| Victory Capital Management Inc | 204,664 | $38.5M | 0.04% | −15,372−7.0% | Reduced |
| STRS Ohio | 208,113 | $39.1M | 0.17% | −8,723−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 208,380 | $39.2M | 0.17% | −2,381−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 208,674 | $39.2M | 0.85% | −23,580−10.2% | Reduced |
| Teacher Retirement System of Texas | 210,708 | $39.6M | 0.27% | +10,688+5.3% | Added |
| Pinebridge Investments, L.P. | 212,956 | $40.1M | 0.43% | −23,932−10.1% | Reduced |
| Ycg, LLC | 218,329 | $41.1M | 3.66% | −118−0.1% | Reduced |
| Flputnam Investment Management Co | 218,592 | $41.1M | 1.12% | +20,650+10.4% | Added |
| Treasurer of the State of North Carolina | 223,037 | $41.9M | 0.22% | −680−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 234,085 | $44.0M | 0.12% | +3,017+1.3% | Added |
| Hudson Bay Capital Management LP | 235,000 | $44.2M | 0.44% | +180,000+327.3% | Added |
| Mn Services Vermogensbeheer B.V. | 237,588 | $44.7M | 0.42% | −13,500−5.4% | Reduced |
| Gillson Capital LP | 241,192 | $45.4M | 4.00% | +241,192 | New |
| Alberta Investment Management Corp | 244,637 | $46.0M | 0.44% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 247,145 | $46.5M | 1.51% | −6,685−2.6% | Reduced |
| Qube Research & Technologies Ltd | 251,911 | $47.4M | 0.18% | +3,675+1.5% | Added |
| Wafra Inc. | 252,894 | $47.6M | 1.56% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 254,895 | $47.9M | 1.40% | +712+0.3% | Added |
| Erste Asset Management GmbH | 259,452 | $48.4M | 0.85% | +9,002+3.6% | Added |
| Unigestion Holding SA | 260,464 | $48.4M | 2.80% | −14,432−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 259,060 | $48.7M | 0.10% | +39,310+17.9% | Added |