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 |
|---|---|---|---|---|---|
| Litman Gregory Asset Management LLC | 1,800 | $338.5K | 0.04% | +1,800 | New |
| Avestar Capital, LLC | 1,796 | $337.8K | 0.06% | +110+6.5% | Added |
| Choate Investment Advisors | 1,792 | $337.0K | 0.01% | +1,792 | New |
| Independent Advisor Alliance | 1,792 | $337.0K | 0.01% | +172+10.6% | Added |
| Cambridge Trust Co | 1,781 | $335.0K | 0.02% | −12−0.7% | Reduced |
| First Capital Advisors Group, LLC. | 1,778 | $334.4K | 0.17% | −75−4.0% | Reduced |
| New Hampshire Trust | 1,778 | $334.4K | 0.09% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,778 | $334.0K | 0.08% | −4,072−69.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,765 | $332.0K | 0.18% | 00.0% | Unchanged |
| Optas, LLC | 1,751 | $329.3K | 0.11% | +29+1.7% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $324.4K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,722 | $324.0K | 0.08% | −7−0.4% | Reduced |
| Gladius Capital Management LP | 1,723 | $324.0K | 0.16% | −919−34.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,711 | $321.8K | 0.02% | −642−27.3% | Reduced |
| Kinloch Capital, LLC | 1,706 | $320.9K | 0.19% | −119−6.5% | Reduced |
| RDA Financial Network | 1,704 | $320.6K | 0.13% | −26−1.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,700 | $320.0K | 0.17% | −14,748−89.7% | Reduced |
| Jarislowsky, Fraser Ltd | 1,700 | $319.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,695 | $318.8K | 0.03% | +1,037+157.6% | Added |
| Twin Focus Capital Partners, LLC | 1,674 | $314.9K | 0.06% | −1,181−41.4% | Reduced |
| Modera Wealth Management, LLC | 1,667 | $313.5K | 0.01% | +1,667 | New |
| Plante Moran Financial Advisors, LLC | 1,664 | $313.0K | 0.04% | −67−3.9% | Reduced |
| Sterling Group Wealth Management, LLC | 1,660 | $312.2K | 0.27% | −6−0.4% | Reduced |
| Norris Perne & French LLP | 1,650 | $310.3K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 1,647 | $309.8K | 0.03% | +46+2.9% | Added |
| Meridian Wealth Advisors, LLC | 1,633 | $307.0K | 0.07% | +3+0.2% | Added |
| Mather Group, LLC. | 1,632 | $307.0K | 0.00% | +1,632 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,627 | $306.1K | 0.07% | +319+24.4% | Added |
| Nwam LLC | 1,626 | $305.9K | 0.03% | −151−8.5% | Reduced |
| Dechtman Wealth Management, LLC | 1,623 | $305.3K | 0.09% | +1,623 | New |
| Voya Financial Advisors, Inc. | 1,638 | $304.6K | 0.04% | −21−1.3% | Reduced |
| Smith, Salley & Associates | 1,614 | $303.6K | 0.02% | +237+17.2% | Added |
| Fayez Sarofim & Co | 1,614 | $303.6K | 0.00% | −9,201−85.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,614 | $303.5K | 0.03% | +125+8.4% | Added |
| Alpha Financial Partners, LLC | 1,613 | $303.4K | 0.32% | −35−2.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $302.6K | 0.17% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $302.0K | 0.16% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,603 | $301.5K | 0.21% | −2−0.1% | Reduced |
| Advisory Research Inc | 1,596 | $300.2K | 0.04% | +1,596 | New |
| Trust Co of Virginia | 1,585 | $298.1K | 0.03% | −209−11.6% | Reduced |
| Ewa, LLC | 1,584 | $297.9K | 0.20% | +83+5.5% | Added |
| Capital Management Corp | 1,580 | $297.2K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,580 | $297.2K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 1,579 | $297.0K | 0.01% | −29−1.8% | Reduced |
| Massmutual Trust Co FSB | 1,572 | $295.7K | 0.01% | +159+11.3% | Added |
| Appleton Partners Inc | 1,566 | $295.0K | 0.02% | −3−0.2% | Reduced |
| Continuum Advisory, LLC | 1,552 | $291.9K | 0.05% | +38+2.5% | Added |
| Brown Shipley& Co Ltd | 1,548 | $291.1K | 0.12% | +264+20.6% | Added |
| Detalus Advisors, LLC | 1,541 | $289.8K | 0.13% | 00.0% | Unchanged |
| David Loasby | 1,554 | $288.5K | 0.03% | +86+5.9% | Added |
| First Foundation Advisors | 1,532 | $288.1K | 0.01% | +22+1.5% | Added |
| Waterloo Capital, L.P. | 1,527 | $287.2K | 0.08% | +1,527 | New |
| Dillon & Associates Inc | 1,517 | $285.0K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 1,515 | $285.0K | 0.04% | +1,488+5,511.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,512 | $284.4K | 0.04% | −23−1.5% | Reduced |
| FourThought Financial Partners, LLC | 1,508 | $283.8K | 0.04% | +79+5.5% | Added |
| Arete Wealth Advisors, LLC | 1,487 | $280.0K | 0.03% | −85−5.4% | Reduced |
| Evergreen Capital Management LLC | 1,486 | $279.5K | 0.01% | +73+5.2% | Added |
| Heron Financial Group, LLC | 1,479 | $278.2K | 0.15% | 00.0% | Unchanged |
| Colonial Trust Co | 1,490 | $277.0K | 0.07% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,468 | $276.1K | 0.01% | +89+6.5% | Added |
| Veracity Capital LLC | 1,463 | $275.1K | 0.12% | +80+5.8% | Added |
| Riverwater Partners LLC | 1,453 | $273.3K | 0.24% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,439 | $270.6K | 0.19% | −80−5.3% | Reduced |
| Old National Bancorp | 1,434 | $269.7K | 0.01% | +1,434 | New |
| PFS Partners, LLC | 1,434 | $269.7K | 0.23% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,427 | $268.4K | 0.06% | −420−22.7% | Reduced |
| Diligent Investors, LLC | 1,425 | $268.0K | 0.08% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,423 | $267.7K | 0.04% | +1,423 | New |
| Harbor Investment Advisory, LLC | 1,420 | $267.1K | 0.04% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,419 | $266.9K | 0.02% | +1,419 | New |
| Lion Street Advisors, LLC | 1,584 | $264.2K | 0.09% | +6+0.4% | Added |
| Prospera Financial Services Inc | 1,397 | $263.7K | 0.01% | −74−5.0% | Reduced |
| ML & R Wealth Management LLC | 1,402 | $263.6K | 0.06% | +94+7.2% | Added |
| Capital Wealth Planning, LLC | 1,400 | $263.3K | 0.00% | −74−5.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,388 | $261.1K | 0.06% | −255−15.5% | Reduced |
| Glenview Trust Co | 1,381 | $259.7K | 0.01% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,377 | $259.0K | 0.15% | +5+0.4% | Added |
| YHB Investment Advisors, Inc. | 1,376 | $258.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,373 | $258.2K | 0.01% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,370 | $257.7K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,370 | $257.7K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,364 | $256.5K | 0.03% | −293−17.7% | Reduced |
| LGT Financial Advisors LLC | 1,364 | $256.5K | 0.27% | 00.0% | Unchanged |
| Dempze Nancy E | 1,355 | $254.8K | 0.22% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,350 | $253.9K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $253.9K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,342 | $252.4K | 0.02% | +102+8.2% | Added |
| Farmers & Merchants Investments Inc | 1,338 | $251.7K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 1,333 | $250.7K | 0.03% | +1,333 | New |
| Great Lakes Advisors, LLC | 1,323 | $248.9K | 0.00% | +21+1.6% | Added |
| Provence Wealth Management Group | 1,309 | $246.2K | 0.14% | +1,309 | New |
| Personal Cfo Solutions, LLC | 1,307 | $245.8K | 0.05% | −2,136−62.0% | Reduced |
| Alta Advisers Ltd | 1,300 | $244.5K | 0.14% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,298 | $244.1K | 0.01% | +1,298 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $242.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,289 | $242.4K | 0.00% | +14+1.1% | Added |
| Rockland Trust Co | 1,288 | $242.2K | 0.01% | −101−7.3% | Reduced |
| V Wealth Advisors LLC | 1,279 | $240.6K | 0.04% | −4−0.3% | Reduced |
| L2 Asset Management, LLC | 1,278 | $240.4K | 0.12% | +1,278 | New |