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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 3,384 | $636.6K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,440 | $647.0K | 0.01% | −87−2.5% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $658.3K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $658.3K | 0.28% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,519 | $662.0K | 0.25% | 00.0% | Unchanged |
| Graypoint LLC | 3,537 | $665.3K | 0.07% | +368+11.6% | Added |
| Caldwell Trust Co | 3,539 | $665.6K | 0.09% | +83+2.4% | Added |
| Summit Trail Advisors, LLC | 3,555 | $668.6K | 0.03% | +1,596+81.5% | Added |
| Gladstone Institutional Advisory LLC | 3,562 | $670.0K | 0.04% | −1,182−24.9% | Reduced |
| Mirabella Financial Services LLP | 3,580 | $673.3K | 0.08% | +3,580 | New |
| Nicolet Bankshares Inc | 5,559 | $674.5K | 0.19% | +1,734+45.3% | Added |
| Shira Ridge Wealth Management | 3,592 | $675.6K | 0.42% | +548+18.0% | Added |
| Imprint Wealth LLC | 3,600 | $677.1K | 0.43% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,600 | $677.1K | 0.01% | +3,600 | New |
| Atlas Private Wealth Management | 3,601 | $677.3K | 0.36% | +687+23.6% | Added |
| Ausdal Financial Partners, Inc. | 3,611 | $679.2K | 0.09% | +23+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,646 | $685.7K | 0.01% | −145−3.8% | Reduced |
| Hilltop Holdings Inc. | 3,647 | $685.9K | 0.08% | −16−0.4% | Reduced |
| XTX Topco Ltd | 3,647 | $685.9K | 0.12% | +3,647 | New |
| Ellevest, Inc. | 3,649 | $686.3K | 0.05% | −56−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,723 | $700.3K | 0.01% | +289+8.4% | Added |
| Williams Jones Wealth Management, LLC. | 3,724 | $700.4K | 0.01% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,742 | $703.8K | 0.17% | +4+0.1% | Added |
| JSF Financial, LLC | 3,748 | $704.8K | 0.25% | +3,748 | New |
| Conning Inc. | 3,768 | $708.7K | 0.02% | −440−10.5% | Reduced |
| Northwest Bank & Trust Co | 3,769 | $708.8K | 0.68% | +3,769 | New |
| First Manhattan Co | 3,776 | $710.3K | 0.00% | −809−17.6% | Reduced |
| VeraBank, N.A. | 3,790 | $712.8K | 0.27% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,793 | $713.4K | 0.35% | −26−0.7% | Reduced |
| Vise Technologies, Inc. | 3,816 | $717.7K | 0.17% | +186+5.1% | Added |
| Mirova | 3,831 | $720.5K | 0.13% | −4,712−55.2% | Reduced |
| Kenfarb & Co. | 3,855 | $725.0K | 0.63% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,860 | $726.0K | 0.10% | −7−0.2% | Reduced |
| Waypoint Capital Advisors, LLC | 3,862 | $726.4K | 0.23% | +8+0.2% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $731.8K | 0.17% | −49−1.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,917 | $736.7K | 0.31% | −685−14.9% | Reduced |
| Fidelis Capital Partners, LLC | 3,953 | $743.5K | 0.27% | +367+10.2% | Added |
| Buckingham Strategic Wealth, LLC | 3,970 | $746.7K | 0.01% | +139+3.6% | Added |
| Fulton Bank, N.A. | 3,976 | $747.8K | 0.04% | +243+6.5% | Added |
| Procyon Private Wealth Partners, LLC | 3,976 | $747.9K | 0.09% | −11−0.3% | Reduced |
| GM Advisory Group, Inc. | 3,986 | $749.7K | 0.06% | +3,986 | New |
| Western Wealth Management, LLC | 4,005 | $753.3K | 0.06% | −13−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 4,028 | $757.6K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,041 | $760.0K | 0.04% | +102+2.6% | Added |
| Financial Counselors Inc | 4,070 | $765.0K | 0.02% | −125−3.0% | Reduced |
| Empowered Funds, LLC | 4,083 | $767.9K | 0.03% | +1,630+66.4% | Added |
| EA Series Trust | 4,083 | $767.9K | 0.03% | +4,083 | New |
| Bryn Mawr Trust Co | 4,118 | $775.0K | 0.03% | +436+11.8% | Added |
| McAdam, LLC | 4,154 | $781.3K | 0.06% | +17+0.4% | Added |
| Gateway Investment Advisers LLC | 4,157 | $781.8K | 0.01% | −132−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,175 | $785.2K | 0.09% | −345−7.6% | Reduced |
| HM Payson & Co | 4,293 | $807.4K | 0.02% | −3,450−44.6% | Reduced |
| Stephens Inc | 4,297 | $808.2K | 0.01% | −6−0.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,330 | $814.4K | 0.09% | −1,385−24.2% | Reduced |
| Buckley Wealth Management, LLC | 4,348 | $817.8K | 0.28% | +1,116+34.5% | Added |
| West Family Investments, Inc. | 4,379 | $823.6K | 0.32% | +48+1.1% | Added |
| Schechter Investment Advisors, LLC | 4,400 | $827.6K | 0.07% | +195+4.6% | Added |
| Quadrant Private Wealth Management, LLC | 4,435 | $834.1K | 0.24% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,535 | $852.9K | 0.11% | −46−1.0% | Reduced |
| SRN Advisors, LLC | 4,546 | $855.0K | 0.76% | −137−2.9% | Reduced |
| Eqis Capital Management, Inc. | 4,553 | $856.4K | 0.10% | +2,185+92.3% | Added |
| Valeo Financial Advisors, LLC | 4,564 | $858.3K | 0.04% | −372−7.5% | Reduced |
| Symmetry Partners, LLC | 4,599 | $865.0K | 0.05% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,607 | $866.5K | 0.14% | −90−1.9% | Reduced |
| Integrated Advisors Network LLC | 4,617 | $868.3K | 0.05% | +98+2.2% | Added |
| Sonnipe Ltd | 4,621 | $869.1K | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,667 | $877.8K | 0.04% | −27−0.6% | Reduced |
| King Luther Capital Management Corp | 4,682 | $880.6K | 0.00% | +26+0.6% | Added |
| Bridgefront Capital, LLC | 4,685 | $881.2K | 0.48% | −773−14.2% | Reduced |
| Charter Trust Co | 4,716 | $887.0K | 0.07% | −489−9.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,719 | $887.5K | 0.07% | +77+1.7% | Added |
| Oppenheimer & Co Inc | 4,727 | $889.1K | 0.02% | +10+0.2% | Added |
| We Are One Seven, LLC | 4,760 | $895.3K | 0.08% | −467−8.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,762 | $895.7K | 0.11% | +152+3.3% | Added |
| Ironwood Investment Counsel, LLC | 4,800 | $902.8K | 0.20% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 4,836 | $909.6K | 0.01% | +837+20.9% | Added |
| Boston Financial Mangement LLC | 4,966 | $934.0K | 0.03% | +476+10.6% | Added |
| Allred Capital Management, LLC | 5,007 | $941.8K | 0.46% | −633−11.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,050 | $949.8K | 0.41% | 00.0% | Unchanged |
| SFMG, LLC | 5,064 | $952.4K | 0.10% | −496−8.9% | Reduced |
| Prosperity Financial Group, Inc. | 5,175 | $973.3K | 0.86% | +121+2.4% | Added |
| Essex Investment Management Co LLC | 5,179 | $974.1K | 0.14% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $976.3K | 0.61% | 00.0% | Unchanged |
| Regents of the University of California | 5,200 | $978.0K | 0.12% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 5,234 | $984.4K | 0.34% | +5,234 | New |
| Perigon Wealth Management, LLC | 5,247 | $986.8K | 0.04% | +299+6.0% | Added |
| ING Groep NV | 5,321 | $1.00M | 0.01% | +2,306+76.5% | Added |
| Douglas Lane & Associates, LLC | 5,495 | $1.03M | 0.02% | −25−0.5% | Reduced |
| Dover Advisors, LLC | 5,530 | $1.04M | 0.92% | 00.0% | Unchanged |
| Aries Wealth Management | 5,536 | $1.04M | 0.40% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,563 | $1.05M | 0.08% | +209+3.9% | Added |
| Beck Bode, LLC | 5,587 | $1.05M | 0.26% | −228−3.9% | Reduced |
| Penserra Capital Management LLC | 5,656 | $1.06M | 0.02% | +3,034+115.7% | Added |
| Trust Asset Management LLC | 5,677 | $1.07M | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,677 | $1.07M | 0.02% | +384+7.3% | Added |
| Boltwood Capital Management | 5,689 | $1.07M | 0.39% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,715 | $1.07M | 0.38% | +4+0.1% | Added |
| Missouri Trust & Investment Co | 5,715 | $1.07M | 0.61% | −118−2.0% | Reduced |
| Wedmont Private Capital | 5,768 | $1.08M | 0.12% | +323+5.9% | Added |
| KCS Wealth Advisory | 5,739 | $1.08M | 0.37% | −133−2.3% | Reduced |