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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 1,487 | $280.0K | 0.03% | −85−5.4% | Reduced |
| FourThought Financial Partners, LLC | 1,508 | $283.8K | 0.04% | +79+5.5% | Added |
| Strategic Wealth Partners, Ltd. | 1,512 | $284.4K | 0.04% | −23−1.5% | Reduced |
| Dillon & Associates Inc | 1,517 | $285.0K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 1,515 | $285.0K | 0.04% | +1,488+5,511.1% | Added |
| Waterloo Capital, L.P. | 1,527 | $287.2K | 0.08% | +1,527 | New |
| First Foundation Advisors | 1,532 | $288.1K | 0.01% | +22+1.5% | Added |
| David Loasby | 1,554 | $288.5K | 0.03% | +86+5.9% | Added |
| Detalus Advisors, LLC | 1,541 | $289.8K | 0.13% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,548 | $291.1K | 0.12% | +264+20.6% | Added |
| Continuum Advisory, LLC | 1,552 | $291.9K | 0.05% | +38+2.5% | Added |
| Appleton Partners Inc | 1,566 | $295.0K | 0.02% | −3−0.2% | Reduced |
| Massmutual Trust Co FSB | 1,572 | $295.7K | 0.01% | +159+11.3% | Added |
| Bailard, Inc. | 1,579 | $297.0K | 0.01% | −29−1.8% | Reduced |
| Capital Management Corp | 1,580 | $297.2K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,580 | $297.2K | 0.04% | 00.0% | Unchanged |
| Ewa, LLC | 1,584 | $297.9K | 0.20% | +83+5.5% | Added |
| Trust Co of Virginia | 1,585 | $298.1K | 0.03% | −209−11.6% | Reduced |
| Advisory Research Inc | 1,596 | $300.2K | 0.04% | +1,596 | New |
| Kessler Investment Group, LLC | 1,603 | $301.5K | 0.21% | −2−0.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,607 | $302.0K | 0.16% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $302.6K | 0.17% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,613 | $303.4K | 0.32% | −35−2.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,614 | $303.5K | 0.03% | +125+8.4% | Added |
| Fayez Sarofim & Co | 1,614 | $303.6K | 0.00% | −9,201−85.1% | Reduced |
| Smith, Salley & Associates | 1,614 | $303.6K | 0.02% | +237+17.2% | Added |
| Voya Financial Advisors, Inc. | 1,638 | $304.6K | 0.04% | −21−1.3% | Reduced |
| Dechtman Wealth Management, LLC | 1,623 | $305.3K | 0.09% | +1,623 | New |
| Nwam LLC | 1,626 | $305.9K | 0.03% | −151−8.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,627 | $306.1K | 0.07% | +319+24.4% | Added |
| Mather Group, LLC. | 1,632 | $307.0K | 0.00% | +1,632 | New |
| Meridian Wealth Advisors, LLC | 1,633 | $307.0K | 0.07% | +3+0.2% | Added |
| Ledyard National Bank | 1,647 | $309.8K | 0.03% | +46+2.9% | Added |
| Norris Perne & French LLP | 1,650 | $310.3K | 0.03% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 1,660 | $312.2K | 0.27% | −6−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,664 | $313.0K | 0.04% | −67−3.9% | Reduced |
| Modera Wealth Management, LLC | 1,667 | $313.5K | 0.01% | +1,667 | New |
| Twin Focus Capital Partners, LLC | 1,674 | $314.9K | 0.06% | −1,181−41.4% | Reduced |
| MCF Advisors LLC | 1,695 | $318.8K | 0.03% | +1,037+157.6% | Added |
| Jarislowsky, Fraser Ltd | 1,700 | $319.7K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,700 | $320.0K | 0.17% | −14,748−89.7% | Reduced |
| RDA Financial Network | 1,704 | $320.6K | 0.13% | −26−1.5% | Reduced |
| Kinloch Capital, LLC | 1,706 | $320.9K | 0.19% | −119−6.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,711 | $321.8K | 0.02% | −642−27.3% | Reduced |
| Gladius Capital Management LP | 1,723 | $324.0K | 0.16% | −919−34.8% | Reduced |
| Benjamin Edwards Inc | 1,722 | $324.0K | 0.08% | −7−0.4% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $324.4K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 1,751 | $329.3K | 0.11% | +29+1.7% | Added |
| Cassady Schiller Wealth Management, LLC | 1,765 | $332.0K | 0.18% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,778 | $334.0K | 0.08% | −4,072−69.6% | Reduced |
| First Capital Advisors Group, LLC. | 1,778 | $334.4K | 0.17% | −75−4.0% | Reduced |
| New Hampshire Trust | 1,778 | $334.4K | 0.09% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,781 | $335.0K | 0.02% | −12−0.7% | Reduced |
| Independent Advisor Alliance | 1,792 | $337.0K | 0.01% | +172+10.6% | Added |
| Choate Investment Advisors | 1,792 | $337.0K | 0.01% | +1,792 | New |
| Avestar Capital, LLC | 1,796 | $337.8K | 0.06% | +110+6.5% | Added |
| Hamilton Capital Partners Inc. | 1,800 | $338.5K | 0.12% | −400−18.2% | Reduced |
| Litman Gregory Asset Management LLC | 1,800 | $338.5K | 0.04% | +1,800 | New |
| Legacy Financial Advisors, Inc. | 1,800 | $338.6K | 0.06% | +155+9.4% | Added |
| Parsons Capital Management Inc | 1,808 | $340.0K | 0.03% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,821 | $342.5K | 0.21% | −21−1.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,838 | $345.7K | 0.08% | −20−1.1% | Reduced |
| TownSquare Capital, LLC | 1,845 | $346.9K | 0.01% | +1,845 | New |
| AdvisorNet Financial, Inc | 1,867 | $351.1K | 0.03% | −67−3.5% | Reduced |
| Abner Herrman & Brock LLC | 1,870 | $352.0K | 0.05% | +20+1.1% | Added |
| Acima Private Wealth, LLC | 1,881 | $353.8K | 0.17% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,900 | $357.4K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,926 | $358.3K | 0.06% | −26−1.3% | Reduced |
| Humankind Investments LLC | 1,907 | $358.7K | 0.14% | +1,907 | New |
| Journey Advisory Group, LLC | 1,920 | $361.1K | 0.05% | −15−0.8% | Reduced |
| TFB Advisors LLC | 1,928 | $362.6K | 0.16% | +99+5.4% | Added |
| Trust Co of Toledo NA | 1,934 | $363.7K | 0.06% | −1,000−34.1% | Reduced |
| Willow Creek Wealth Management Inc. | 1,939 | $364.7K | 0.05% | +7+0.4% | Added |
| Davis R M Inc | 1,947 | $366.0K | 0.01% | −690−26.2% | Reduced |
| Wallace Capital Management Inc. | 1,960 | $368.6K | 0.06% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,963 | $369.2K | 0.08% | −100−4.8% | Reduced |
| NBT Bank N A | 1,965 | $369.6K | 0.05% | −583−22.9% | Reduced |
| Brookstone Capital Management | 2,016 | $371.0K | 0.01% | +127+6.7% | Added |
| Kanawha Capital Management LLC | 1,974 | $371.3K | 0.03% | +17+0.9% | Added |
| Chilton Investment Co LLC | 1,976 | $371.6K | 0.01% | −32−1.6% | Reduced |
| Cahaba Wealth Management, Inc. | 1,980 | $372.5K | 0.04% | −264−11.8% | Reduced |
| Roble, Belko & Company, Inc | 1,987 | $374.0K | 0.07% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,996 | $375.4K | 0.09% | +8+0.4% | Added |
| S&CO Inc | 2,000 | $376.0K | 0.03% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 2,000 | $376.2K | 0.18% | +2,000 | New |
| Sherbrooke Park Advisers LLC | 2,000 | $376.2K | 0.20% | +2,000 | New |
| Cassaday & Co Wealth Management LLC | 2,019 | $379.7K | 0.02% | −16−0.8% | Reduced |
| Wedbush Securities Inc | 2,021 | $380.0K | 0.02% | −107−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,040 | $383.7K | 0.05% | +3+0.1% | Added |
| Moors & Cabot, Inc. | 2,040 | $383.8K | 0.03% | +9+0.4% | Added |
| CKW Financial Group | 4,550 | $385.0K | 0.06% | +2,634+137.5% | Added |
| Carolinas Wealth Consulting LLC | 2,050 | $385.6K | 0.08% | −46−2.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,057 | $387.0K | 0.05% | +2+0.1% | Added |
| Main Street Financial Solutions, LLC | 2,059 | $387.2K | 0.05% | −5−0.2% | Reduced |
| Israel Discount Bank of New York | 2,115 | $397.8K | 0.32% | −519−19.7% | Reduced |
| Congress Wealth Management LLC | 2,119 | $398.6K | 0.01% | −6−0.3% | Reduced |
| Asset Management Resources, LLC | 2,141 | $402.7K | 0.24% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,149 | $404.2K | 0.04% | −2−0.1% | Reduced |
| PDS Planning, Inc | 2,153 | $404.9K | 0.05% | +240+12.5% | Added |
| Inscription Capital, LLC | 2,155 | $405.3K | 0.13% | 00.0% | Unchanged |