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 |
|---|---|---|---|---|---|
| Thrive Capital Management, LLC | 1,278 | $240.3K | 0.14% | +2+0.2% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $240.2K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,269 | $238.6K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,235 | $232.3K | 0.08% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,233 | $231.9K | 0.07% | −83−6.3% | Reduced |
| Marcum Wealth, LLC | 1,229 | $231.2K | 0.03% | −11−0.9% | Reduced |
| Everett Harris & Co | 1,229 | $231.2K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,220 | $229.5K | 0.17% | −67−5.2% | Reduced |
| Drive Wealth Management, LLC | 1,217 | $228.9K | 0.08% | +1,217 | New |
| Rossmore Private Capital | 1,213 | $228.1K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,211 | $227.8K | 0.13% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,210 | $227.6K | 0.03% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 1,209 | $227.4K | 0.21% | +1,209 | New |
| Two Sigma Securities, LLC | 1,202 | $226.1K | 0.02% | −57−4.5% | Reduced |
| Clark Capital Management Group, Inc. | 1,201 | $225.9K | 0.00% | +1,201 | New |
| Granite FO LLC | 1,200 | $225.7K | 0.15% | −600−33.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $225.7K | 0.01% | +1,200 | New |
| New Jersey Better Educational Savings Trust | 1,200 | $225.7K | 0.53% | +1,200 | New |
| Fernwood Investment Management, LLC | 1,200 | $225.7K | 0.08% | +1,200 | New |
| Wealthspire Advisors, LLC | 1,200 | $225.7K | 0.00% | +1,200 | New |
| Perpetual Ltd | 1,200 | $225.7K | 0.00% | +1,200 | New |
| Pathway Financial Advisors LLC | 1,200 | $225.7K | 0.07% | +1,200 | New |
| Journey Strategic Wealth LLC | 1,197 | $225.2K | 0.01% | −1,376−53.5% | Reduced |
| Wealth Management Associates, Inc. | 1,197 | $225.1K | 0.13% | −58−4.6% | Reduced |
| Ignite Planners, LLC | 1,215 | $223.5K | 0.09% | +1,215 | New |
| Fortis Capital Advisors, LLC | 1,188 | $223.4K | 0.13% | +53+4.7% | Added |
| Lindbrook Capital, LLC | 1,185 | $222.9K | 0.02% | +8+0.7% | Added |
| Catalyst Financial Partners LLC | 1,185 | $222.9K | 0.08% | +1,185 | New |
| Milestone Advisory Partners | 1,179 | $221.7K | 0.20% | +1,179 | New |
| Reuter James Wealth Management, LLC | 1,171 | $220.2K | 0.27% | +1,171 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,158 | $217.8K | 0.01% | −214−15.6% | Reduced |
| Hollencrest Capital Management | 1,149 | $216.1K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,147 | $215.8K | 0.01% | +1,147 | New |
| Bristlecone Advisors, LLC | 1,144 | $215.2K | 0.02% | +1,144 | New |
| Keel Point, LLC | 1,136 | $213.7K | 0.03% | +1,136 | New |
| Riverview Trust Co | 1,125 | $211.6K | 0.19% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,120 | $210.7K | 0.01% | +1,120 | New |
| Founders Financial Alliance, LLC | 1,111 | $209.0K | 0.08% | +1,111 | New |
| Guardian Wealth Advisors, LLC | 1,101 | $207.1K | 0.04% | +1,101 | New |
| Spire Wealth Management | 1,098 | $206.5K | 0.01% | −42−3.7% | Reduced |
| Destination Wealth Management | 1,097 | $206.3K | 0.01% | +1,097 | New |
| ICA Group Wealth Management, LLC | 1,095 | $205.9K | 0.05% | −5−0.5% | Reduced |
| Ballast, Inc. | 1,095 | $205.9K | 0.08% | +1,095 | New |
| Angeles Investment Advisors, LLC | 1,082 | $203.5K | 0.02% | +1,082 | New |
| Essex Savings Bank | 1,081 | $203.3K | 0.07% | +1,081 | New |
| Gryphon Financial Partners LLC | 1,074 | $202.1K | 0.04% | +1,074 | New |
| Garde Capital, Inc. | 1,070 | $201.0K | 0.02% | −29−2.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,068 | $201.0K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,068 | $200.9K | 0.02% | +1,068 | New |
| Kapitalo Investimentos Ltda | 1,068 | $200.9K | 0.04% | +1,068 | New |
| Whalerock Point Partners, LLC | 1,063 | $199.9K | 0.07% | +1,063 | New |
| Vestor Capital, LLC | 990 | $186.0K | 0.02% | +79+8.7% | Added |
| Magellan Asset Management Ltd | 983 | $184.9K | 0.00% | −49−4.7% | Reduced |
| WealthPLAN Partners, LLC | 981 | $184.5K | 0.03% | +577+142.8% | Added |
| Coastal Capital Group, Inc. | 980 | $184.3K | 0.04% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 978 | $183.9K | 0.04% | +34+3.6% | Added |
| American State Bank (Iowa) | 975 | $183.4K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 954 | $179.4K | 0.04% | +20+2.1% | Added |
| Chelsea Counsel Co | 950 | $178.7K | 0.09% | +950 | New |
| Grove Bank & Trust | 933 | $175.5K | 0.04% | −25−2.6% | Reduced |
| Allworth Financial LP | 930 | $174.8K | 0.00% | −1−0.1% | Reduced |
| Baldwin Brothers Inc | 916 | $172.3K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 900 | $163.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 847 | $159.3K | 0.01% | +10+1.2% | Added |
| Kelly Financial Services LLC | 815 | $153.3K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 808 | $152.0K | 0.03% | +808 | New |
| Chilton Capital Management LLC | 800 | $150.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,854 | $149.2K | 0.01% | −4,142−69.1% | Reduced |
| True Wealth Design, LLC | 788 | $148.2K | 0.05% | −15−1.9% | Reduced |
| Bourgeon Capital Management LLC | 765 | $143.9K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 754 | $141.8K | 0.00% | +638+550.0% | Added |
| PCA Investment Advisory Services Inc. | 753 | $141.8K | 0.08% | +753 | New |
| J.Safra Asset Management Corp | 740 | $139.2K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 726 | $136.5K | 0.02% | −104−12.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 711 | $133.7K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 700 | $131.7K | 0.01% | +700 | New |
| Washington Trust Advisors, Inc. | 683 | $128.5K | 0.01% | −199−22.6% | Reduced |
| Hexagon Capital Partners LLC | 655 | $123.2K | 0.03% | −9−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 644 | $121.1K | 0.04% | +55+9.3% | Added |
| Clear Street Markets LLC | 646 | $121.0K | 0.05% | −325−33.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 639 | $120.0K | 0.00% | −36−5.3% | Reduced |
| Pittenger & Anderson Inc | 629 | $118.3K | 0.01% | +29+4.8% | Added |
| Bogart Wealth, LLC | 626 | $117.7K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 618 | $116.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 611 | $115.0K | 0.01% | +7+1.2% | Added |
| Armstrong Advisory Group, Inc | 580 | $109.1K | 0.01% | −60−9.4% | Reduced |
| Tyler-Stone Wealth Management | 569 | $107.0K | 0.06% | +569 | New |
| Glen Eagle Advisors, LLC | 562 | $105.7K | 0.02% | −18−3.1% | Reduced |
| New England Capital Financial Advisors LLC | 541 | $101.8K | 0.07% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 538 | $101.2K | 0.00% | −216−28.6% | Reduced |
| Investors Research Corp | 515 | $96.9K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 499 | $93.9K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 462 | $86.9K | 0.00% | +16+3.6% | Added |
| Independence Bank of Kentucky | 455 | $85.6K | 0.03% | −230−33.6% | Reduced |
| Eagle Bay Advisors LLC | 454 | $85.4K | 0.05% | +18+4.1% | Added |
| Farther Finance Advisors, LLC | 452 | $85.0K | 0.02% | −1−0.2% | Reduced |
| Islay Capital Management, LLC | 450 | $84.6K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 448 | $84.2K | 0.04% | +2+0.4% | Added |
| Addison Advisors LLC | 447 | $84.1K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 443 | $83.3K | 0.11% | −50−10.1% | Reduced |