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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 164 | $31.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 171 | $32.0K | 0.02% | −228−57.1% | Reduced |
| Global Financial Private Client, LLC | 175 | $32.4K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 178 | $33.5K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 181 | $34.0K | 0.00% | +43+31.2% | Added |
| Larson Financial Group LLC | 183 | $34.4K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 184 | $34.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 184 | $34.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 184 | $34.6K | 0.00% | +53+40.5% | Added |
| Cornerstone Planning Group LLC | 186 | $35.0K | 0.01% | +186 | New |
| GW&K Investment Management, LLC | 186 | $35.0K | 0.00% | +186 | New |
| NewSquare Capital LLC | 189 | $35.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 191 | $36.0K | 0.01% | +191 | New |
| Ridgewood Investments LLC | 193 | $36.3K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 197 | $37.0K | 0.02% | +1+0.5% | Added |
| Tradewinds Capital Management, LLC | 200 | $37.6K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 202 | $38.0K | 0.01% | −1−0.5% | Reduced |
| State of Wyoming | 203 | $38.2K | 0.01% | −203−50.0% | Reduced |
| South State Corp. | 209 | $39.3K | 0.00% | −66−24.0% | Reduced |
| Country Trust Bank | 215 | $40.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $40.5K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 220 | $41.4K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 225 | $42.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 229 | $43.1K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 231 | $43.4K | 0.01% | +231 | New |
| Bell Investment Advisors, Inc | 233 | $43.8K | 0.01% | −6−2.5% | Reduced |
| First Financial Corp | 247 | $46.5K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 252 | $47.4K | 0.01% | +72+40.0% | Added |
| Raleigh Capital Management Inc. | 255 | $47.9K | 0.02% | −3−1.2% | Reduced |
| Johnson Financial Group, Inc. | 278 | $52.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 282 | $53.0K | 0.01% | +131+86.8% | Added |
| Perkins Coie Trust Co | 286 | $53.8K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 295 | $55.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 297 | $55.9K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $56.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 302 | $56.2K | 0.02% | +302 | New |
| Pension & Wealth Management Advisors, Inc. | 300 | $56.4K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 304 | $57.0K | 0.01% | −50−14.1% | Reduced |
| HighMark Wealth Management LLC | 308 | $57.8K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 311 | $58.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 321 | $60.4K | 0.00% | +15+4.9% | Added |
| Sandy Spring Bank | 322 | $60.6K | 0.00% | +20+6.6% | Added |
| McClarren Financial Advisors, Inc. | 328 | $61.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 326 | $61.3K | 0.02% | +26+8.7% | Added |
| Resurgent Financial Advisors LLC | 337 | $63.4K | 0.04% | +2+0.6% | Added |
| Loomis Sayles & Co L P | 353 | $66.0K | 0.00% | −28−7.3% | Reduced |
| Kozak & Associates, Inc. | 357 | $66.2K | 0.03% | +1+0.3% | Added |
| Silvant Capital Management LLC | 358 | $67.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 360 | $67.7K | 0.01% | +360 | New |
| Hanson & Doremus Investment Management | 362 | $68.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 376 | $70.7K | 0.01% | +6+1.6% | Added |
| Core Alternative Capital | 377 | $71.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 387 | $72.8K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 395 | $74.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 403 | $75.8K | 0.01% | +41+11.3% | Added |
| Caldwell Sutter Capital, Inc. | 408 | $76.7K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 420 | $79.0K | 0.01% | −58−12.1% | Reduced |
| Dougherty Wealth Advisers LLC | 443 | $83.3K | 0.11% | −50−10.1% | Reduced |
| Addison Advisors LLC | 447 | $84.1K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 448 | $84.2K | 0.04% | +2+0.4% | Added |
| Islay Capital Management, LLC | 450 | $84.6K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 452 | $85.0K | 0.02% | −1−0.2% | Reduced |
| Eagle Bay Advisors LLC | 454 | $85.4K | 0.05% | +18+4.1% | Added |
| Independence Bank of Kentucky | 455 | $85.6K | 0.03% | −230−33.6% | Reduced |
| First Horizon Advisors, Inc. | 462 | $86.9K | 0.00% | +16+3.6% | Added |
| Virtus Investment Advisers, Inc. | 499 | $93.9K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 515 | $96.9K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 538 | $101.2K | 0.00% | −216−28.6% | Reduced |
| New England Capital Financial Advisors LLC | 541 | $101.8K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 562 | $105.7K | 0.02% | −18−3.1% | Reduced |
| Tyler-Stone Wealth Management | 569 | $107.0K | 0.06% | +569 | New |
| Armstrong Advisory Group, Inc | 580 | $109.1K | 0.01% | −60−9.4% | Reduced |
| Tradition Wealth Management, LLC | 611 | $115.0K | 0.01% | +7+1.2% | Added |
| Tompkins Financial Corp | 618 | $116.2K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 626 | $117.7K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 629 | $118.3K | 0.01% | +29+4.8% | Added |
| TD Ameritrade Investment Management, LLC | 639 | $120.0K | 0.00% | −36−5.3% | Reduced |
| Clear Street Markets LLC | 646 | $121.0K | 0.05% | −325−33.5% | Reduced |
| Rosenberg Matthew Hamilton | 644 | $121.1K | 0.04% | +55+9.3% | Added |
| Hexagon Capital Partners LLC | 655 | $123.2K | 0.03% | −9−1.4% | Reduced |
| Washington Trust Advisors, Inc. | 683 | $128.5K | 0.01% | −199−22.6% | Reduced |
| St Germain D J Co Inc | 700 | $131.7K | 0.01% | +700 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 711 | $133.7K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 726 | $136.5K | 0.02% | −104−12.5% | Reduced |
| J.Safra Asset Management Corp | 740 | $139.2K | 0.02% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 753 | $141.8K | 0.08% | +753 | New |
| Gradient Investments LLC | 754 | $141.8K | 0.00% | +638+550.0% | Added |
| Bourgeon Capital Management LLC | 765 | $143.9K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 788 | $148.2K | 0.05% | −15−1.9% | Reduced |
| IFP Advisors, Inc | 1,854 | $149.2K | 0.01% | −4,142−69.1% | Reduced |
| Chilton Capital Management LLC | 800 | $150.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 808 | $152.0K | 0.03% | +808 | New |
| Kelly Financial Services LLC | 815 | $153.3K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 847 | $159.3K | 0.01% | +10+1.2% | Added |
| Kelly Lawrence W & Associates Inc | 900 | $163.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 916 | $172.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 930 | $174.8K | 0.00% | −1−0.1% | Reduced |
| Grove Bank & Trust | 933 | $175.5K | 0.04% | −25−2.6% | Reduced |
| Chelsea Counsel Co | 950 | $178.7K | 0.09% | +950 | New |
| CVA Family Office, LLC | 954 | $179.4K | 0.04% | +20+2.1% | Added |