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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 17,244 | $3.24M | 0.87% | +386+2.3% | Added |
| Icon Wealth Partners, LLC | 17,293 | $3.25M | 0.34% | −4,522−20.7% | Reduced |
| Mechanics Bank Trust Department | 17,563 | $3.30M | 0.53% | −444−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,759 | $3.34M | 0.25% | +146+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 17,808 | $3.35M | 0.22% | +1,489+9.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 17,844 | $3.36M | 0.95% | +17,844 | New |
| MU Investments Co., Ltd. | 18,310 | $3.40M | 4.31% | −100−0.5% | Reduced |
| Moody National Bank Trust Division | 18,206 | $3.42M | 0.23% | +304+1.7% | Added |
| Point72 Europe (London) LLP | 18,300 | $3.44M | 0.50% | −9,100−33.2% | Reduced |
| Bokf, NA | 18,344 | $3.45M | 0.07% | −44−0.2% | Reduced |
| LGT Group Foundation | 18,363 | $3.45M | 0.08% | −35−0.2% | Reduced |
| Putnam Investments LLC | 18,518 | $3.48M | 0.01% | −1,081−5.5% | Reduced |
| Quadrature Capital Ltd | 18,667 | $3.51M | 0.08% | +4,332+30.2% | Added |
| Welch & Forbes LLC | 18,704 | $3.52M | 0.06% | −33−0.2% | Reduced |
| NewEdge Wealth, LLC | 18,746 | $3.53M | 0.12% | +5,500+41.5% | Added |
| Souders Financial Advisors | 18,794 | $3.53M | 0.68% | −1,277−6.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,000 | $3.57M | 0.52% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 19,004 | $3.57M | 0.45% | −10,218−35.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,015 | $3.58M | 0.05% | +1,170+6.6% | Added |
| Ninety One North America, Inc. | 19,830 | $3.73M | 0.16% | −791−3.8% | Reduced |
| RBF Capital, LLC | 20,000 | $3.76M | 0.23% | 00.0% | Unchanged |
| Becker Capital Management Inc | 20,003 | $3.76M | 0.14% | −1,220−5.7% | Reduced |
| Financial Engines Advisors L.L.C. | 20,302 | $3.82M | 0.01% | −56−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 20,420 | $3.84M | 0.11% | −684−3.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 20,450 | $3.88M | 0.64% | +10,436+104.2% | Added |
| Essex LLC | 20,615 | $3.88M | 1.08% | −50.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 20,741 | $3.90M | 0.37% | −133−0.6% | Reduced |
| Metropolitan Life Insurance Co | 21,559 | $4.05M | 0.20% | −581−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 21,618 | $4.07M | 0.04% | −1,499−6.5% | Reduced |
| CWM, LLC | 21,971 | $4.13M | 0.03% | +45+0.2% | Added |
| Lafayette Investments, Inc. | 22,184 | $4.17M | 1.10% | −111−0.5% | Reduced |
| Metis Global Partners, LLC | 22,302 | $4.19M | 0.23% | +248+1.1% | Added |
| E. Ohman J:or Asset Management AB | 22,324 | $4.20M | 0.15% | +600+2.8% | Added |
| Oak Ridge Investments LLC | 23,303 | $4.38M | 0.54% | −238−1.0% | Reduced |
| Parcion Private Wealth LLC | 23,304 | $4.38M | 0.44% | +931+4.2% | Added |
| Alerus Financial NA | 23,541 | $4.43M | 0.37% | +499+2.2% | Added |
| Capital Planning Advisors, LLC | 23,575 | $4.43M | 0.90% | −42−0.2% | Reduced |
| Lido Advisors, LLC | 23,601 | $4.44M | 0.05% | +2,213+10.3% | Added |
| Sompo Asset Management Co., Ltd. | 24,020 | $4.52M | 0.84% | +3,070+14.7% | Added |
| New Mexico Educational Retirement Board | 24,041 | $4.52M | 0.20% | +1,100+4.8% | Added |
| Ieq Capital, LLC | 24,155 | $4.54M | 0.09% | +2,168+9.9% | Added |
| Citizens Financial Group Inc | 24,261 | $4.56M | 0.17% | −25−0.1% | Reduced |
| 1832 Asset Management L.P. | 25,210 | $4.74M | 0.01% | −1,360−5.1% | Reduced |
| Keybank National Association | 25,477 | $4.79M | 0.02% | −485−1.9% | Reduced |
| Bonness Enterprises Inc | 25,500 | $4.80M | 2.16% | 00.0% | Unchanged |
| Commerce Bank | 25,615 | $4.82M | 0.04% | −40.0% | Reduced |
| Cetera Advisor Networks LLC | 25,985 | $4.89M | 0.03% | +499+2.0% | Added |
| Quantbot Technologies LP | 26,147 | $4.92M | 0.32% | +4,953+23.4% | Added |
| BNC Wealth Management, LLC | 26,280 | $4.94M | 2.62% | −2,978−10.2% | Reduced |
| SG Americas Securities, LLC | 26,308 | $4.95M | 0.04% | +5,677+27.5% | Added |
| Harrington Investments, INC | 26,552 | $4.99M | 3.28% | −982−3.6% | Reduced |
| Walleye Trading LLC | 26,679 | $5.02M | 0.26% | +5,107+23.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,690 | $5.02M | 0.05% | +23,572+756.0% | Added |
| Zions Bancorporation, N.A. | 27,337 | $5.14M | 0.43% | −2,084−7.1% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 30,000 | $5.17M | 0.80% | −10,000−25.0% | Reduced |
| Bishop Rock Capital, L.P. | 27,553 | $5.18M | 7.51% | +19,442+239.7% | Added |
| Vestmark Advisory Solutions, Inc. | 27,564 | $5.18M | 0.20% | +607+2.3% | Added |
| Siemens Fonds Invest GmbH | 27,827 | $5.21M | 0.51% | −547−1.9% | Reduced |
| Kinneret Advisory, LLC | 27,693 | $5.21M | 0.62% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 27,846 | $5.24M | 0.55% | −2,885−9.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 28,000 | $5.27M | 0.02% | −195,000−87.4% | Reduced |
| Federated Hermes, Inc. | 28,481 | $5.36M | 0.01% | +369+1.3% | Added |
| DuPont Capital Management Corp | 28,616 | $5.38M | 0.27% | +6,322+28.4% | Added |
| Advisor Partners II, LLC | 29,631 | $5.57M | 0.26% | +5,590+23.3% | Added |
| Cape Cod Five Cents Savings Bank | 29,722 | $5.59M | 0.59% | −5,961−16.7% | Reduced |
| Synovus Financial Corp | 29,944 | $5.63M | 0.06% | −167−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,025 | $5.65M | 0.01% | +2,274+8.2% | Added |
| Bleakley Financial Group, LLC | 30,204 | $5.68M | 0.18% | +3,441+12.9% | Added |
| Illinois Municipal Retirement Fund | 30,422 | $5.72M | 0.12% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 30,479 | $5.73M | 0.02% | −294−1.0% | Reduced |
| Louisiana State Employees Retirement System | 30,600 | $5.76M | 0.13% | −1,600−5.0% | Reduced |
| Tower View Investment Management & Research LLC | 30,891 | $5.81M | 3.94% | −2,018−6.1% | Reduced |
| Capital International Sarl | 31,141 | $5.86M | 0.26% | 00.0% | Unchanged |
| First American Trust, FSB | 31,146 | $5.86M | 0.81% | +31,146 | New |
| Snowden Capital Advisors LLC | 31,351 | $5.90M | 0.21% | −2,082−6.2% | Reduced |
| FDx Advisors, Inc. | 32,610 | $6.13M | 0.34% | −9,255−22.1% | Reduced |
| Stokes Capital Advisors, LLC | 32,704 | $6.15M | 2.07% | −330−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 32,928 | $6.22M | 0.13% | −1,785−5.1% | Reduced |
| American Trust | 33,191 | $6.24M | 0.43% | −341−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 33,485 | $6.30M | 1.66% | +114+0.3% | Added |
| Sawtooth Solutions, LLC | 33,488 | $6.30M | 0.17% | +5,238+18.5% | Added |
| Churchill Management Corp | 33,868 | $6.37M | 0.11% | +80+0.2% | Added |
| Triasima Portfolio Management inc. | 25,665 | $6.39M | 0.40% | −1,579−5.8% | Reduced |
| Cresset Asset Management, LLC | 34,614 | $6.51M | 0.05% | +27,496+386.3% | Added |
| Hartford Investment Management Co | 34,759 | $6.54M | 0.25% | −7,096−17.0% | Reduced |
| Trexquant Investment LP | 34,905 | $6.56M | 0.17% | +34,905 | New |
| Crestline Management, LP | 35,000 | $6.58M | 0.72% | −5,000−12.5% | Reduced |
| HRT Financial LP | 35,110 | $6.60M | 0.06% | +35,110 | New |
| Phoenix Holdings Ltd. | 35,432 | $6.66M | 0.14% | +35,432 | New |
| Apollon Wealth Management, LLC | 35,783 | $6.73M | 0.32% | +186+0.5% | Added |
| Auxier Asset Management | 36,340 | $6.83M | 1.13% | +1,636+4.7% | Added |
| Legacy Advisors, LLC | 36,569 | $6.88M | 1.02% | +3,371+10.2% | Added |
| Bennett Selby Investments LP | 36,593 | $6.88M | 3.96% | +134+0.4% | Added |
| Candriam Luxembourg S.C.A. | 37,020 | $6.96M | 0.05% | −26,819−42.0% | Reduced |
| Norinchukin Bank, The | 37,364 | $7.03M | 0.12% | +13,350+55.6% | Added |
| Blair William & Co | 37,375 | $7.03M | 0.03% | −634−1.7% | Reduced |
| MML Investors Services, LLC | 37,490 | $7.05M | 0.04% | +5,490+17.2% | Added |
| Maryland State Retirement & Pension System | 37,812 | $7.11M | 0.15% | −1,401−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 38,507 | $7.24M | 0.09% | +167+0.4% | Added |
| Exencial Wealth Advisors, LLC | 38,554 | $7.25M | 0.33% | +339+0.9% | Added |