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 |
|---|---|---|---|---|---|
| American State Bank (Iowa) | 975 | $183.4K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 978 | $183.9K | 0.04% | +34+3.6% | Added |
| Coastal Capital Group, Inc. | 980 | $184.3K | 0.04% | +1+0.1% | Added |
| WealthPLAN Partners, LLC | 981 | $184.5K | 0.03% | +577+142.8% | Added |
| Magellan Asset Management Ltd | 983 | $184.9K | 0.00% | −49−4.7% | Reduced |
| Vestor Capital, LLC | 990 | $186.0K | 0.02% | +79+8.7% | Added |
| Whalerock Point Partners, LLC | 1,063 | $199.9K | 0.07% | +1,063 | New |
| Aureus Asset Management, LLC | 1,068 | $200.9K | 0.02% | +1,068 | New |
| Kapitalo Investimentos Ltda | 1,068 | $200.9K | 0.04% | +1,068 | New |
| Garde Capital, Inc. | 1,070 | $201.0K | 0.02% | −29−2.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,068 | $201.0K | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,074 | $202.1K | 0.04% | +1,074 | New |
| Essex Savings Bank | 1,081 | $203.3K | 0.07% | +1,081 | New |
| Angeles Investment Advisors, LLC | 1,082 | $203.5K | 0.02% | +1,082 | New |
| ICA Group Wealth Management, LLC | 1,095 | $205.9K | 0.05% | −5−0.5% | Reduced |
| Ballast, Inc. | 1,095 | $205.9K | 0.08% | +1,095 | New |
| Destination Wealth Management | 1,097 | $206.3K | 0.01% | +1,097 | New |
| Spire Wealth Management | 1,098 | $206.5K | 0.01% | −42−3.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,101 | $207.1K | 0.04% | +1,101 | New |
| Founders Financial Alliance, LLC | 1,111 | $209.0K | 0.08% | +1,111 | New |
| Beck Mack & Oliver LLC | 1,120 | $210.7K | 0.01% | +1,120 | New |
| Riverview Trust Co | 1,125 | $211.6K | 0.19% | 00.0% | Unchanged |
| Keel Point, LLC | 1,136 | $213.7K | 0.03% | +1,136 | New |
| Bristlecone Advisors, LLC | 1,144 | $215.2K | 0.02% | +1,144 | New |
| SageView Advisory Group, LLC | 1,147 | $215.8K | 0.01% | +1,147 | New |
| Hollencrest Capital Management | 1,149 | $216.1K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,158 | $217.8K | 0.01% | −214−15.6% | Reduced |
| Reuter James Wealth Management, LLC | 1,171 | $220.2K | 0.27% | +1,171 | New |
| Milestone Advisory Partners | 1,179 | $221.7K | 0.20% | +1,179 | New |
| Lindbrook Capital, LLC | 1,185 | $222.9K | 0.02% | +8+0.7% | Added |
| Catalyst Financial Partners LLC | 1,185 | $222.9K | 0.08% | +1,185 | New |
| Fortis Capital Advisors, LLC | 1,188 | $223.4K | 0.13% | +53+4.7% | Added |
| Ignite Planners, LLC | 1,215 | $223.5K | 0.09% | +1,215 | New |
| Wealth Management Associates, Inc. | 1,197 | $225.1K | 0.13% | −58−4.6% | Reduced |
| Journey Strategic Wealth LLC | 1,197 | $225.2K | 0.01% | −1,376−53.5% | Reduced |
| Granite FO LLC | 1,200 | $225.7K | 0.15% | −600−33.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $225.7K | 0.01% | +1,200 | New |
| New Jersey Better Educational Savings Trust | 1,200 | $225.7K | 0.53% | +1,200 | New |
| Fernwood Investment Management, LLC | 1,200 | $225.7K | 0.08% | +1,200 | New |
| Wealthspire Advisors, LLC | 1,200 | $225.7K | 0.00% | +1,200 | New |
| Perpetual Ltd | 1,200 | $225.7K | 0.00% | +1,200 | New |
| Pathway Financial Advisors LLC | 1,200 | $225.7K | 0.07% | +1,200 | New |
| Clark Capital Management Group, Inc. | 1,201 | $225.9K | 0.00% | +1,201 | New |
| Two Sigma Securities, LLC | 1,202 | $226.1K | 0.02% | −57−4.5% | Reduced |
| Main Line Retirement Advisors, LLC | 1,209 | $227.4K | 0.21% | +1,209 | New |
| Middleton & Co Inc | 1,210 | $227.6K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,211 | $227.8K | 0.13% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,213 | $228.1K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,217 | $228.9K | 0.08% | +1,217 | New |
| Pointe Capital Management LLC | 1,220 | $229.5K | 0.17% | −67−5.2% | Reduced |
| Marcum Wealth, LLC | 1,229 | $231.2K | 0.03% | −11−0.9% | Reduced |
| Everett Harris & Co | 1,229 | $231.2K | 0.00% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,233 | $231.9K | 0.07% | −83−6.3% | Reduced |
| Northside Capital Management, LLC | 1,235 | $232.3K | 0.08% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,269 | $238.6K | 0.02% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 1,277 | $240.2K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,278 | $240.3K | 0.14% | +2+0.2% | Added |
| L2 Asset Management, LLC | 1,278 | $240.4K | 0.12% | +1,278 | New |
| V Wealth Advisors LLC | 1,279 | $240.6K | 0.04% | −4−0.3% | Reduced |
| Rockland Trust Co | 1,288 | $242.2K | 0.01% | −101−7.3% | Reduced |
| Umb Bank N A | 1,289 | $242.4K | 0.00% | +14+1.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $242.6K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,298 | $244.1K | 0.01% | +1,298 | New |
| Alta Advisers Ltd | 1,300 | $244.5K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,307 | $245.8K | 0.05% | −2,136−62.0% | Reduced |
| Provence Wealth Management Group | 1,309 | $246.2K | 0.14% | +1,309 | New |
| Great Lakes Advisors, LLC | 1,323 | $248.9K | 0.00% | +21+1.6% | Added |
| Mark Stevens | 1,333 | $250.7K | 0.03% | +1,333 | New |
| Farmers & Merchants Investments Inc | 1,338 | $251.7K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,342 | $252.4K | 0.02% | +102+8.2% | Added |
| Rice Hall James & Associates, LLC | 1,350 | $253.9K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $253.9K | 0.09% | 00.0% | Unchanged |
| Dempze Nancy E | 1,355 | $254.8K | 0.22% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,364 | $256.5K | 0.03% | −293−17.7% | Reduced |
| LGT Financial Advisors LLC | 1,364 | $256.5K | 0.27% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,370 | $257.7K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,370 | $257.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,373 | $258.2K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,376 | $258.8K | 0.02% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,377 | $259.0K | 0.15% | +5+0.4% | Added |
| Glenview Trust Co | 1,381 | $259.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,388 | $261.1K | 0.06% | −255−15.5% | Reduced |
| Capital Wealth Planning, LLC | 1,400 | $263.3K | 0.00% | −74−5.0% | Reduced |
| ML & R Wealth Management LLC | 1,402 | $263.6K | 0.06% | +94+7.2% | Added |
| Prospera Financial Services Inc | 1,397 | $263.7K | 0.01% | −74−5.0% | Reduced |
| Lion Street Advisors, LLC | 1,584 | $264.2K | 0.09% | +6+0.4% | Added |
| Telemus Capital, LLC | 1,419 | $266.9K | 0.02% | +1,419 | New |
| Harbor Investment Advisory, LLC | 1,420 | $267.1K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,423 | $267.7K | 0.04% | +1,423 | New |
| Diligent Investors, LLC | 1,425 | $268.0K | 0.08% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,427 | $268.4K | 0.06% | −420−22.7% | Reduced |
| PFS Partners, LLC | 1,434 | $269.7K | 0.23% | 00.0% | Unchanged |
| Old National Bancorp | 1,434 | $269.7K | 0.01% | +1,434 | New |
| Patron Partners Advisors, LLC | 1,439 | $270.6K | 0.19% | −80−5.3% | Reduced |
| Riverwater Partners LLC | 1,453 | $273.3K | 0.24% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,463 | $275.1K | 0.12% | +80+5.8% | Added |
| First Citizens Bank & Trust Co | 1,468 | $276.1K | 0.01% | +89+6.5% | Added |
| Colonial Trust Co | 1,490 | $277.0K | 0.07% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,479 | $278.2K | 0.15% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,486 | $279.5K | 0.01% | +73+5.2% | Added |