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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 9,053 | $1.69M | 0.12% | +284+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,012 | $1.70M | 0.01% | −710−7.3% | Reduced |
| Wealthcare Advisory Partners LLC | 9,067 | $1.71M | 0.08% | −890−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,104 | $1.71M | 0.09% | +52+0.6% | Added |
| Caxton Associates LP | 9,156 | $1.72M | 0.25% | −3,159−25.7% | Reduced |
| Cary Street Partners Asset Management LLC | 9,185 | $1.73M | 0.32% | −150−1.6% | Reduced |
| Mission Wealth Management, LP | 9,187 | $1.73M | 0.07% | +77+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 9,189 | $1.73M | 0.11% | +321+3.6% | Added |
| Verition Fund Management LLC | 9,237 | $1.74M | 0.03% | −2,171−19.0% | Reduced |
| Greenleaf Trust | 9,288 | $1.75M | 0.02% | −602−6.1% | Reduced |
| Balentine LLC | 9,297 | $1.75M | 0.06% | +839+9.9% | Added |
| Kinsale Capital Group, Inc. | 9,311 | $1.75M | 1.06% | +4,370+88.4% | Added |
| Grimes & Company, Inc. | 9,405 | $1.77M | 0.06% | −113−1.2% | Reduced |
| Wealth Alliance | 9,530 | $1.79M | 0.27% | −43−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,595 | $1.80M | 0.04% | +15+0.2% | Added |
| Veriti Management LLC | 9,663 | $1.82M | 0.20% | +570+6.3% | Added |
| Delap Wealth Advisory, LLC | 9,673 | $1.82M | 1.78% | −321−3.2% | Reduced |
| Cetera Advisors LLC | 9,702 | $1.82M | 0.03% | +5,025+107.4% | Added |
| Clifford Swan Investment Counsel LLC | 9,709 | $1.83M | 0.07% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 9,710 | $1.83M | 0.38% | −100−1.0% | Reduced |
| Tealwood Asset Management Inc | 9,744 | $1.83M | 0.89% | −75−0.8% | Reduced |
| Advisory Services Network, LLC | 9,773 | $1.84M | 0.05% | −9−0.1% | Reduced |
| Courier Capital LLC | 9,880 | $1.86M | 0.15% | +9,880 | New |
| Brighton Jones LLC | 9,973 | $1.88M | 0.09% | −3,825−27.7% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.88M | 0.08% | 00.0% | Unchanged |
| Lincoln National Corp | 10,230 | $1.92M | 0.04% | +261+2.6% | Added |
| Park Avenue Securities LLC | 10,312 | $1.94M | 0.03% | +137+1.3% | Added |
| WSFS Capital Management, LLC | 10,467 | $1.97M | 0.18% | −1,172−10.1% | Reduced |
| Front Row Advisors LLC | 10,492 | $1.97M | 0.88% | −819−7.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,623 | $2.00M | 0.65% | −374−3.4% | Reduced |
| Vectors Research Management, LLC | 10,692 | $2.01M | 0.57% | −419−3.8% | Reduced |
| Pensionfund Sabic | 10,700 | $2.01M | 0.67% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,755 | $2.02M | 0.06% | −110−1.0% | Reduced |
| Wetherby Asset Management Inc | 10,930 | $2.06M | 0.11% | −96−0.9% | Reduced |
| Hills Bank & Trust Co | 11,102 | $2.09M | 0.27% | +41+0.4% | Added |
| Centiva Capital, LP | 11,153 | $2.10M | 0.11% | +8,277+287.8% | Added |
| Venture Visionary Partners LLC | 11,161 | $2.10M | 0.12% | +164+1.5% | Added |
| Howland Capital Management LLC | 11,430 | $2.15M | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,475 | $2.16M | 0.01% | −148−1.3% | Reduced |
| Icon Advisers Inc | 11,500 | $2.16M | 0.55% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 11,518 | $2.17M | 0.05% | +11,518 | New |
| Transcend Wealth Collective, LLC | 11,590 | $2.18M | 0.21% | −787−6.4% | Reduced |
| Heritage Trust Co | 11,712 | $2.20M | 0.32% | +648+5.9% | Added |
| First National Trust Co | 11,991 | $2.26M | 0.10% | −98−0.8% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $2.26M | 1.22% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,070 | $2.27M | 0.13% | +7,211+148.4% | Added |
| United Services Automobile Association | 12,077 | $2.27M | 0.07% | +184+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 12,233 | $2.30M | 1.03% | +337+2.8% | Added |
| Pegasus Partners Ltd. | 12,477 | $2.35M | 0.35% | −20.0% | Reduced |
| Ronald Blue Trust, Inc. | 14,135 | $2.35M | 0.04% | −2,660−15.8% | Reduced |
| Tiaa, FSB | 12,670 | $2.38M | 0.01% | −42,120−76.9% | Reduced |
| Private Advisor Group, LLC | 12,719 | $2.39M | 0.02% | −491−3.7% | Reduced |
| Private Trust Co NA | 12,759 | $2.40M | 0.30% | +574+4.7% | Added |
| Bouvel Investment Partners, LLC | 12,760 | $2.40M | 1.31% | +12,760 | New |
| Girard Partners Ltd. | 12,853 | $2.42M | 0.26% | −3,206−20.0% | Reduced |
| Heritage Wealth Advisors | 12,952 | $2.44M | 0.13% | −158−1.2% | Reduced |
| Everence Capital Management Inc | 14,120 | $2.44M | 0.20% | +2,690+23.5% | Added |
| Cetera Investment Advisers | 13,054 | $2.46M | 0.02% | +214+1.7% | Added |
| Miracle Mile Advisors, LLC | 13,465 | $2.53M | 0.08% | +32+0.2% | Added |
| GWM Advisors LLC | 13,533 | $2.55M | 0.03% | −859−6.0% | Reduced |
| Kingsview Wealth Management, LLC | 13,575 | $2.55M | 0.10% | +8,833+186.3% | Added |
| Kestra Advisory Services, LLC | 13,779 | $2.59M | 0.03% | −3,517−20.3% | Reduced |
| Pitcairn Co | 13,985 | $2.63M | 0.22% | −118−0.8% | Reduced |
| iA Global Asset Management Inc. | 14,071 | $2.65M | 0.07% | +14,071 | New |
| Shelton Capital Management | 14,149 | $2.66M | 0.10% | +11,056+357.5% | Added |
| HBK Sorce Advisory LLC | 14,204 | $2.67M | 0.11% | −90−0.6% | Reduced |
| AE Wealth Management LLC | 14,361 | $2.70M | 0.02% | +555+4.0% | Added |
| Sumitomo Life Insurance Co | 14,517 | $2.73M | 0.12% | −419−2.8% | Reduced |
| Vinva Investment Management Ltd | 14,738 | $2.74M | 0.24% | −2,007−12.0% | Reduced |
| Lindenwold Advisors | 14,655 | $2.76M | 1.69% | −2,911−16.6% | Reduced |
| Beacon Pointe Advisors, LLC | 14,660 | $2.76M | 0.05% | −428−2.8% | Reduced |
| Hartline Investment Corp | 14,740 | $2.77M | 0.47% | +5,245+55.2% | Added |
| Accurate Wealth Management, LLC | 14,963 | $2.79M | 0.87% | +3,518+30.7% | Added |
| Boothbay Fund Management, LLC | 14,950 | $2.81M | 0.10% | −23,901−61.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,089 | $2.84M | 0.30% | +3,129+26.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,125 | $2.85M | 0.11% | −2,227−12.8% | Reduced |
| Ascent Group, LLC | 15,077 | $2.86M | 0.31% | +2,685+21.7% | Added |
| Freestone Capital Holdings, LLC | 15,188 | $2.86M | 0.12% | −368−2.4% | Reduced |
| Occidental Asset Management, LLC | 15,362 | $2.89M | 0.65% | +261+1.7% | Added |
| Regions Financial Corp | 15,486 | $2.91M | 0.03% | +2,474+19.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,606 | $2.94M | 0.08% | +46+0.3% | Added |
| Diversified Trust Co | 15,703 | $2.95M | 0.11% | +1,975+14.4% | Added |
| Empirical Finance, LLC | 15,739 | $2.96M | 0.23% | +1,762+12.6% | Added |
| Westpac Banking Corp | 15,754 | $2.96M | 0.21% | −63,671−80.2% | Reduced |
| Kames Capital plc | 15,860 | $2.98M | 0.05% | −440−2.7% | Reduced |
| CX Institutional | 15,906 | $2.99M | 0.15% | +109+0.7% | Added |
| River Wealth Advisors LLC | 15,939 | $3.00M | 0.51% | −180−1.1% | Reduced |
| Argent Trust Co | 15,974 | $3.00M | 0.16% | +1,530+10.6% | Added |
| South Dakota Investment Council | 15,992 | $3.01M | 0.06% | −600−3.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $3.01M | 1.94% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 16,415 | $3.09M | 0.07% | −33,766−67.3% | Reduced |
| Red Cedar Investment Management, LLC | 16,480 | $3.10M | 0.47% | 00.0% | Unchanged |
| Veritable, L.P. | 16,532 | $3.11M | 0.05% | −3,715−18.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,539 | $3.11M | 1.52% | −460−2.7% | Reduced |
| Hantz Financial Services, Inc. | 16,891 | $3.18M | 0.08% | +761+4.7% | Added |
| Olstein Capital Management, L.P. | 17,000 | $3.20M | 0.52% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 17,072 | $3.21M | 0.33% | +5,062+42.1% | Added |
| Bessemer Group Inc | 17,151 | $3.23M | 0.01% | +919+5.7% | Added |
| Interval Partners, LP | 17,154 | $3.23M | 0.16% | −27,000−61.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,229 | $3.24M | 0.44% | +640+3.9% | Added |