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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 1,148,307 | $216.0M | 0.57% | −17,672−1.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,170,423 | $216.8M | 0.49% | +16,120+1.4% | Added |
| Diamond Hill Capital Management Inc | 1,174,194 | $220.8M | 0.99% | −77,419−6.2% | Reduced |
| Coho Partners, Ltd. | 1,210,516 | $227.7M | 4.13% | −51,850−4.1% | Reduced |
| Truist Financial Corp | 1,227,809 | $230.9M | 0.38% | −18,155−1.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,231,691 | $231.6M | 5.97% | −1,113−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,297,084 | $244.0M | 0.19% | −194,719−13.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,328,902 | $249.9M | 0.14% | +50,355+3.9% | Added |
| Credit Suisse AG | 1,357,739 | $255.4M | 0.26% | +186,655+15.9% | Added |
| Robeco Institutional Asset Management B.V. | 1,493,395 | $280.9M | 0.74% | −11,360−0.8% | Reduced |
| Barclays PLC | 1,561,112 | $293.6M | 0.19% | +722,150+86.1% | Added |
| Alliancebernstein L.P. | 1,567,640 | $294.8M | 0.12% | +128,485+8.9% | Added |
| Dimensional Fund Advisors LP | 1,609,603 | $302.7M | 0.10% | +11,887+0.7% | Added |
| Alphinity Investment Management Pty Ltd | 1,612,098 | $303.2M | 4.93% | +1,612,098 | New |
| Swiss National Bank | 1,788,100 | $336.3M | 0.23% | −180,300−9.2% | Reduced |
| American Century Companies Inc | 1,938,244 | $364.5M | 0.27% | −130,019−6.3% | Reduced |
| Bahl & Gaynor Inc | 2,000,823 | $376.3M | 2.29% | −277,853−12.2% | Reduced |
| Echo Street Capital Management LLC | 2,061,367 | $387.7M | 3.32% | +1,190,966+136.8% | Added |
| Capital Research Global Investors | 2,138,875 | $402.3M | 0.11% | +1950.0% | Added |
| Invesco Ltd. | 2,166,268 | $407.4M | 0.11% | +86,391+4.2% | Added |
| Amundi | 2,237,203 | $414.8M | 0.21% | +628,513+39.1% | Added |
| Charles Schwab Investment Management Inc | 2,502,951 | $470.8M | 0.13% | −2,924−0.1% | Reduced |
| Nippon Life Insurance Co | 2,622,700 | $493.3M | 23.55% | 00.0% | Unchanged |
| Jensen Investment Management Inc | 2,930,194 | $551.1M | 4.04% | +35,596+1.2% | Added |
| Primecap Management Co | 2,968,839 | $558.4M | 0.47% | −452,172−13.2% | Reduced |
| Wells Fargo & Company | 3,070,543 | $577.5M | 0.17% | −35,936−1.2% | Reduced |
| California Public Employees Retirement System | 3,193,791 | $600.7M | 0.52% | +76,346+2.4% | Added |
| Deutsche Bank AG | 3,295,940 | $619.9M | 0.33% | +386,629+13.3% | Added |
| Longview Partners (Guernsey) LTD | 3,316,120 | $623.7M | 4.08% | −80,690−2.4% | Reduced |
| UBS Group AG | 3,379,798 | $635.7M | 0.28% | +181,463+5.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,381,547 | $636.0M | 0.43% | −23,865−0.7% | Reduced |
| Artisan Partners Limited Partnership | 3,522,049 | $662.4M | 1.07% | −22,484−0.6% | Reduced |
| UBS Asset Management Americas Inc | 3,979,383 | $662.8M | 0.32% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 3,745,060 | $704.4M | 0.15% | −69,492−1.8% | Reduced |
| Legal & General Group Plc | 3,749,239 | $705.2M | 0.23% | +52,015+1.4% | Added |
| Clearbridge Investments, LLC | 3,763,353 | $707.8M | 0.64% | −75,755−2.0% | Reduced |
| Goldman Sachs Group Inc | 3,770,951 | $709.2M | 0.18% | −1,037,393−21.6% | Reduced |
| Lazard Asset Management LLC | 3,829,197 | $720.2M | 0.89% | +73,765+2.0% | Added |
| JPMorgan Chase & Co | 4,275,249 | $804.1M | 0.09% | +146,147+3.5% | Added |
| Parnassus Investments | 4,331,486 | $814.7M | 1.89% | +55,041+1.3% | Added |
| Norges Bank | 4,527,407 | $851.5M | 0.17% | +462,970+11.4% | Added |
| Nuveen Asset Management, LLC | 4,528,275 | $851.7M | 0.30% | −135,773−2.9% | Reduced |
| Northern Trust Corp | 5,708,413 | $1.07B | 0.21% | −319,002−5.3% | Reduced |
| Morgan Stanley | 5,994,391 | $1.13B | 0.11% | −130,055−2.1% | Reduced |
| Bank of America Corp | 6,761,329 | $1.27B | 0.15% | −1,309,050−16.2% | Reduced |
| Mawer Investment Management Ltd. | 7,509,352 | $1.41B | 7.39% | −169,345−2.2% | Reduced |
| Price T Rowe Associates Inc | 8,245,479 | $1.55B | 0.22% | −1,387,284−14.4% | Reduced |
| Ameriprise Financial Inc | 8,246,838 | $1.55B | 0.49% | +108,783+1.3% | Added |
| Geode Capital Management, LLC | 9,633,135 | $1.81B | 0.21% | −657,382−6.4% | Reduced |
| Massachusetts Financial Services Co | 12,651,700 | $2.38B | 0.78% | −147,772−1.2% | Reduced |
| Wellington Management Group LLP | 14,631,859 | $2.75B | 0.52% | +77,814+0.5% | Added |
| Capital World Investors | 17,201,125 | $3.24B | 0.62% | +2030.0% | Added |
| FMR LLC | 19,361,728 | $3.64B | 0.31% | +794,799+4.3% | Added |
| Capital International Investors | 20,423,204 | $3.84B | 0.93% | +11,768+0.1% | Added |
| State Street Corp | 21,327,336 | $4.01B | 0.21% | +453,081+2.2% | Added |
| BlackRock Inc. | 41,136,497 | $7.74B | 0.21% | −2,313,987−5.3% | Reduced |
| Vanguard Group Inc | 43,567,541 | $8.19B | 0.19% | −140,967−0.3% | Reduced |
| Quilter Plc | 411,730 | – | – | −1,411−0.3% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 0 | $0 | 0.00% | −404,911−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −257,443−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −64,657−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −13,882−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −13,760−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,812−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Wilkins Investment Counsel Inc | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −5,437−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −5,049−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,114−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −4,661−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,444−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −4,294−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −4,252−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −34,788−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| RKL Wealth Management LLC | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Spotlight Asset Group, Inc. | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |