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 |
|---|---|---|---|---|---|
| Algert Global LLC | 5,748 | $1.08M | 0.05% | +5,748 | New |
| Center For Asset Management LLC | 5,758 | $1.08M | 1.02% | +4,165+261.5% | Added |
| Donaldson Capital Management, LLC | 5,807 | $1.09M | 0.05% | +176+3.1% | Added |
| Agf Management Ltd | 5,847 | $1.10M | 0.01% | +5,847 | New |
| Clarius Group, LLC | 5,850 | $1.10M | 0.09% | +159+2.8% | Added |
| Stokes Family Office, LLC | 5,861 | $1.10M | 0.13% | +1,839+45.7% | Added |
| Merit Financial Group, LLC | 5,869 | $1.10M | 0.04% | +1,481+33.8% | Added |
| West Paces Advisors Inc. | 5,880 | $1.11M | 0.33% | −55−0.9% | Reduced |
| Cornerstone Advisors, LLC | 5,900 | $1.11M | 0.05% | +5,900 | New |
| Profund Advisors LLC | 5,930 | $1.12M | 0.06% | −104−1.7% | Reduced |
| Belpointe Asset Management LLC | 5,939 | $1.12M | 0.12% | −4,598−43.6% | Reduced |
| Horizon Investments, LLC | 5,966 | $1.12M | 0.03% | +747+14.3% | Added |
| Shell Asset Management Co | 5,982 | $1.13M | 0.04% | −2,489−29.4% | Reduced |
| Cigna Investments Inc | 5,997 | $1.13M | 0.21% | −21−0.3% | Reduced |
| Pearl River Capital, LLC | 6,015 | $1.13M | 0.18% | −14,109−70.1% | Reduced |
| US Asset Management LLC | 6,052 | $1.14M | 1.20% | −4−0.1% | Reduced |
| Parallel Advisors, LLC | 6,073 | $1.14M | 0.04% | +324+5.6% | Added |
| DF Dent & Co Inc | 6,096 | $1.15M | 0.02% | −285−4.5% | Reduced |
| Wesbanco Bank Inc | 6,104 | $1.15M | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 6,130 | $1.15M | 0.32% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,153 | $1.16M | 0.19% | −86−1.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,205 | $1.17M | 0.03% | +366+6.3% | Added |
| Ameritas Investment Partners, Inc. | 6,223 | $1.17M | 0.04% | −117−1.8% | Reduced |
| Ostrum Asset Management | 6,262 | $1.18M | 0.10% | +18+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,308 | $1.19M | 0.19% | +20.0% | Added |
| Exchange Bank | 6,320 | $1.19M | 1.15% | +6,320 | New |
| United Bank | 6,339 | $1.19M | 0.68% | −210−3.2% | Reduced |
| Gotham Asset Management, LLC | 6,359 | $1.20M | 0.03% | −19,837−75.7% | Reduced |
| Engineers Gate Manager LP | 6,373 | $1.20M | 0.05% | +3,917+159.5% | Added |
| Nilsine Partners, LLC | 6,386 | $1.20M | 0.18% | +52+0.8% | Added |
| PFS Investments Inc. | 6,403 | $1.20M | 0.02% | +1,089+20.5% | Added |
| Peapack Gladstone Financial Corp | 6,426 | $1.21M | 0.02% | −177−2.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,442 | $1.21M | 0.22% | +439+7.3% | Added |
| HB Wealth Management, LLC | 6,462 | $1.22M | 0.02% | +762+13.4% | Added |
| Elmwood Wealth Management, Inc. | 6,491 | $1.22M | 0.57% | −162−2.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,499 | $1.22M | 0.14% | −10−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 6,508 | $1.22M | 0.49% | −20.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,583 | $1.24M | 0.11% | +456+7.4% | Added |
| Pinnacle Associates Ltd | 6,605 | $1.24M | 0.02% | +49+0.7% | Added |
| TrimTabs Asset Management, LLC | 6,606 | $1.24M | 0.63% | +6,606 | New |
| Smithfield Trust Co | 6,643 | $1.25M | 0.08% | −700−9.5% | Reduced |
| Citizens & Northern Corp | 6,703 | $1.26M | 0.48% | +53+0.8% | Added |
| Fox Run Management, L.L.C. | 6,808 | $1.28M | 0.36% | +2,684+65.1% | Added |
| Toroso Investments, LLC | 6,809 | $1.28M | 0.04% | −11,403−62.6% | Reduced |
| Holocene Advisors, LP | 6,811 | $1.28M | 0.01% | −10,117−59.8% | Reduced |
| Meeder Advisory Services, Inc. | 6,857 | $1.29M | 0.14% | +630+10.1% | Added |
| Resources Investment Advisors, LLC. | 6,861 | $1.29M | 0.03% | −2,766−28.7% | Reduced |
| AXS Investments LLC | 6,886 | $1.30M | 0.35% | −368−5.1% | Reduced |
| Ritholtz Wealth Management | 6,926 | $1.30M | 0.06% | +519+8.1% | Added |
| Qsemble Capital Management, LP | 7,000 | $1.32M | 0.93% | +3,800+118.8% | Added |
| Arden Trust Co | 7,041 | $1.32M | 0.22% | −348−4.7% | Reduced |
| Banque Cantonale Vaudoise | 7,094 | $1.33M | 0.06% | +2,784+64.6% | Added |
| CAPROCK Group, Inc. | 7,115 | $1.34M | 0.10% | +640+9.9% | Added |
| DoubleLine ETF Adviser LP | 7,143 | $1.34M | 0.50% | +1,544+27.6% | Added |
| RCS Financial Planning, LLC | 7,154 | $1.35M | 1.11% | +20.0% | Added |
| Desjardins Global Asset Management Inc. | 7,194 | $1.35M | 0.16% | +1,007+16.3% | Added |
| Wintrust Investments LLC | 7,264 | $1.37M | 0.14% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,294 | $1.37M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,408 | $1.39M | 0.04% | +198+2.7% | Added |
| Clearstead Advisors, LLC | 7,411 | $1.39M | 0.08% | −195−2.6% | Reduced |
| D.A. Davidson & Co. | 7,444 | $1.40M | 0.01% | +937+14.4% | Added |
| TrinityPoint Wealth, LLC | 7,450 | $1.40M | 0.27% | +30.0% | Added |
| Summit Financial, LLC | 7,468 | $1.40M | 0.10% | −198−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,567 | $1.42M | 0.05% | +228+3.1% | Added |
| Worldquant Millennium Advisors LLC | 7,615 | $1.43M | 0.02% | +7,615 | New |
| Lantz Financial LLC | 7,690 | $1.45M | 0.57% | +16+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.45M | 0.02% | −7−0.1% | Reduced |
| TCTC Holdings, LLC | 7,738 | $1.46M | 0.06% | 00.0% | Unchanged |
| Banco Santander, S.A. | 7,792 | $1.47M | 0.02% | −390−4.8% | Reduced |
| LMCG Investments, LLC | 7,923 | $1.49M | 0.10% | −55−0.7% | Reduced |
| Quadrant Capital Group LLC | 7,926 | $1.49M | 0.15% | −246−3.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,983 | $1.50M | 0.16% | +78+1.0% | Added |
| Enterprise Bank & Trust Co | 7,989 | $1.50M | 0.57% | −50−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 8,000 | $1.50M | 0.02% | +572+7.7% | Added |
| Quantinno Capital Management LP | 8,003 | $1.50M | 0.09% | +1,893+31.0% | Added |
| Wimmer Associates 1, LLC | 8,055 | $1.51M | 0.91% | −115−1.4% | Reduced |
| DFPG Investments, LLC | 8,099 | $1.52M | 0.14% | +71+0.9% | Added |
| TD Private Client Wealth LLC | 8,070 | $1.52M | 0.07% | −69−0.8% | Reduced |
| WBI Investments | 8,195 | $1.54M | 0.28% | +3,278+66.7% | Added |
| Comerica Securities,inc. | 8,225 | $1.55M | 0.11% | −33−0.4% | Reduced |
| LS Investment Advisors, LLC | 8,258 | $1.55M | 0.27% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,318 | $1.56M | 0.05% | −83−1.0% | Reduced |
| Qtron Investments LLC | 8,398 | $1.58M | 0.30% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 8,407 | $1.58M | 0.05% | +8,407 | New |
| Sweet Financial Partners, LLC | 8,439 | $1.59M | 0.41% | +2,502+42.1% | Added |
| Relyea Zuckerberg Hanson LLC | 8,439 | $1.59M | 0.36% | −254−2.9% | Reduced |
| Bartlett & Co. LLC | 8,514 | $1.60M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,514 | $1.60M | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 8,519 | $1.60M | 0.03% | +150+1.8% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.60M | 0.14% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,529 | $1.60M | 0.07% | +8,529 | New |
| Signaturefd, LLC | 8,538 | $1.61M | 0.04% | +261+3.2% | Added |
| United Capital Financial Advisers, LLC | 8,542 | $1.61M | 0.01% | −2,517−22.8% | Reduced |
| MAI Capital Management | 8,544 | $1.61M | 0.02% | +859+11.2% | Added |
| GTS Securities LLC | 8,565 | $1.61M | 0.05% | +8,565 | New |
| Chesley Taft & Associates LLC | 8,695 | $1.64M | 0.10% | −25−0.3% | Reduced |
| Fiduciary Trust Co | 8,772 | $1.65M | 0.03% | −757−7.9% | Reduced |
| Savant Capital, LLC | 8,806 | $1.66M | 0.03% | +5,380+157.0% | Added |
| RMR Wealth Builders | 8,848 | $1.66M | 0.28% | +6+0.1% | Added |
| PFG Advisors | 8,895 | $1.67M | 0.13% | +888+11.1% | Added |