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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 2,124 | $407.4K | 0.09% | −351−14.2% | Reduced |
| BerganKDV Wealth Management, LLC | 2,172 | $408.5K | 0.04% | −86−3.8% | Reduced |
| Mairs & Power Inc | 2,172 | $408.5K | 0.00% | +32+1.5% | Added |
| IHT Wealth Management, LLC | 2,181 | $410.2K | 0.02% | +2,181 | New |
| Smith & Howard Wealth Management, LLC | 2,190 | $411.9K | 0.14% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,205 | $414.8K | 0.01% | −262−10.6% | Reduced |
| Hall Laurie J Trustee | 2,210 | $415.0K | 0.16% | 00.0% | Unchanged |
| Allstate Corp | 2,230 | $419.4K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,255 | $424.2K | 0.02% | +62+2.8% | Added |
| Bank of New Hampshire | 2,261 | $425.2K | 0.12% | −33−1.4% | Reduced |
| Headlands Technologies LLC | 2,268 | $426.6K | 0.14% | +1,831+419.0% | Added |
| Drake & Associates, LLC | 2,287 | $430.1K | 0.19% | −21−0.9% | Reduced |
| Talisman Wealth Advisors LLC | 2,291 | $430.8K | 0.74% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,298 | $432.2K | 0.16% | +353+18.1% | Added |
| CWA Asset Management Group, LLC | 2,299 | $432.4K | 0.03% | +205+9.8% | Added |
| Reynders McVeigh Capital Management, LLC | 2,329 | $438.0K | 0.03% | −46−1.9% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $443.7K | 0.26% | 00.0% | Unchanged |
| Tobam | 2,380 | $448.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 2,386 | $448.8K | 0.06% | +828+53.1% | Added |
| InterOcean Capital Group, LLC | 2,397 | $450.8K | 0.01% | +77+3.3% | Added |
| Geller Advisors LLC | 2,412 | $453.6K | 0.06% | −312−11.5% | Reduced |
| Meritas Wealth Management, LLC | 2,421 | $455.3K | 0.34% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,422 | $455.6K | 0.03% | +175+7.8% | Added |
| Walter & Keenan Financial Consulting Co | 2,431 | $457.2K | 0.17% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $458.2K | 0.33% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $460.0K | 0.07% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $461.4K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,494 | $469.1K | 0.04% | +873+53.9% | Added |
| Mutual Advisors, LLC | 2,494 | $469.1K | 0.02% | −797−24.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,494 | $469.1K | 0.02% | +16+0.6% | Added |
| Aaron Wealth Advisors | 2,499 | $470.0K | 0.06% | +201+8.7% | Added |
| SRB Corp | 2,500 | $470.2K | 0.03% | +300+13.6% | Added |
| Sage Mountain Advisors LLC | 2,501 | $470.4K | 0.07% | +89+3.7% | Added |
| NorthRock Partners, LLC | 2,507 | $471.5K | 0.05% | −599−19.3% | Reduced |
| Stockman Wealth Management, Inc. | 2,510 | $472.1K | 0.10% | −182−6.8% | Reduced |
| Glassman Wealth Services | 2,516 | $473.2K | 0.08% | +8+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 2,532 | $476.2K | 0.04% | −347−12.1% | Reduced |
| Tower Bridge Advisors | 2,535 | $476.8K | 0.04% | −200−7.3% | Reduced |
| Neo Ivy Capital Management | 2,544 | $478.0K | 0.25% | +2,544 | New |
| Essex Financial Services, Inc. | 2,545 | $478.7K | 0.05% | −30−1.2% | Reduced |
| Northeast Financial Consultants Inc | 2,560 | $481.5K | 0.03% | +100+4.1% | Added |
| Legacy Capital Group California, Inc. | 2,576 | $484.5K | 0.20% | +86+3.5% | Added |
| C2C Wealth Management, LLC | 2,580 | $487.1K | 0.06% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,598 | $488.6K | 0.05% | +10.0% | Added |
| Park Place Capital Corp | 2,599 | $488.8K | 0.14% | +2+0.1% | Added |
| REDW Wealth LLC | 2,600 | $489.0K | 0.15% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,609 | $490.7K | 0.28% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,614 | $491.6K | 0.01% | −368−12.3% | Reduced |
| Boston Research & Management Inc | 2,620 | $492.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,624 | $493.5K | 0.01% | +22+0.8% | Added |
| Kathmere Capital Management, LLC | 2,643 | $497.1K | 0.08% | +392+17.4% | Added |
| Connectus Wealth, LLC | 2,652 | $499.0K | 0.01% | +13+0.5% | Added |
| Csenge Advisory Group | 2,658 | $499.8K | 0.03% | −10−0.4% | Reduced |
| Covenant Partners, LLC | 2,725 | $512.5K | 0.19% | +865+46.5% | Added |
| Founders Financial Securities LLC | 2,729 | $513.3K | 0.07% | +184+7.2% | Added |
| Proficio Capital Partners LLC | 2,767 | $520.4K | 0.07% | +26+0.9% | Added |
| Deseret Mutual Benefit Administrators | 2,770 | $521.0K | 0.20% | −2−0.1% | Reduced |
| National Asset Management, Inc. | 2,773 | $521.6K | 0.01% | −168−5.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,784 | $523.6K | 0.01% | −400−12.6% | Reduced |
| X-Square Capital, LLC | 2,785 | $524.0K | 0.35% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,800 | $526.6K | 0.05% | −454−14.0% | Reduced |
| Stratos Wealth Advisors, LLC | 2,832 | $532.7K | 0.04% | −15−0.5% | Reduced |
| Kearns & Associates LLC | 2,860 | $537.9K | 0.49% | 00.0% | Unchanged |
| Strid Group, LLC | 2,864 | $538.7K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,867 | $539.2K | 0.19% | +3+0.1% | Added |
| James Hambro & Partners | 2,885 | $542.5K | 0.04% | −1,625−36.0% | Reduced |
| Eads & Heald Wealth Management | 2,900 | $545.0K | 0.27% | −280−8.8% | Reduced |
| Montag A & Associates Inc | 2,927 | $550.5K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,970 | $558.6K | 0.41% | −151−4.8% | Reduced |
| North Star Asset Management Inc | 3,016 | $567.2K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,036 | $571.1K | 0.03% | −139−4.4% | Reduced |
| 9258 Wealth Management, LLC | 3,037 | $571.2K | 0.11% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,042 | $572.1K | 0.03% | +175+6.1% | Added |
| Chesapeake Asset Management LLC | 3,047 | $573.1K | 0.52% | +95+3.2% | Added |
| Opus Capital Group, LLC | 3,074 | $578.0K | 0.10% | −17−0.5% | Reduced |
| Adviser Investments LLC | 3,079 | $579.1K | 0.01% | +3,079 | New |
| Strategic Blueprint, LLC | 3,082 | $579.7K | 0.06% | +72+2.4% | Added |
| Empower Advisory Group, LLC | 3,093 | $581.7K | 0.00% | −16−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 3,093 | $581.8K | 0.01% | +1,038+50.5% | Added |
| Defined Wealth Management, LLC | 3,097 | $582.5K | 0.49% | +2+0.1% | Added |
| Stiles Financial Services Inc | 3,103 | $583.5K | 0.29% | −409−11.6% | Reduced |
| Waller Financial Planning Group, Inc | 3,134 | $589.4K | 0.16% | +10+0.3% | Added |
| Leavell Investment Management, Inc. | 3,150 | $592.0K | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,150 | $592.5K | 0.31% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,169 | $595.9K | 0.01% | +1,178+59.2% | Added |
| 44 Wealth Management LLC | 3,190 | $600.0K | 0.20% | −41−1.3% | Reduced |
| Thrive Wealth Management, LLC | 3,197 | $601.3K | 0.16% | +48+1.5% | Added |
| Duncker Streett & Co Inc | 3,200 | $601.9K | 0.13% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,217 | $605.1K | 0.10% | +1,149+55.6% | Added |
| AMG National Trust Bank | 3,219 | $605.4K | 0.02% | +777+31.8% | Added |
| Axxcess Wealth Management, LLC | 3,222 | $606.1K | 0.04% | −141−4.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $610.1K | 0.11% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $611.3K | 0.11% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,257 | $613.0K | 0.09% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,270 | $615.0K | 0.35% | +3,270 | New |
| Fisher Asset Management, LLC | 3,281 | $617.1K | 0.00% | +963+41.5% | Added |
| Archvest Wealth Advisors, Inc. | 3,302 | $621.0K | 0.51% | −23−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 3,309 | $622.0K | 0.01% | −98,711−96.8% | Reduced |
| Summit Global Investments | 3,313 | $623.0K | 0.04% | +2+0.1% | Added |
| Sterling Investment Counsel, LLC | 3,373 | $634.4K | 0.34% | +3,373 | New |