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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 420 | $79.0K | 0.01% | −58−12.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 408 | $76.7K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 403 | $75.8K | 0.01% | +41+11.3% | Added |
| Ancora Advisors, LLC | 395 | $74.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 387 | $72.8K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 377 | $71.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 376 | $70.7K | 0.01% | +6+1.6% | Added |
| Hanson & Doremus Investment Management | 362 | $68.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 360 | $67.7K | 0.01% | +360 | New |
| Silvant Capital Management LLC | 358 | $67.3K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 357 | $66.2K | 0.03% | +1+0.3% | Added |
| Loomis Sayles & Co L P | 353 | $66.0K | 0.00% | −28−7.3% | Reduced |
| Resurgent Financial Advisors LLC | 337 | $63.4K | 0.04% | +2+0.6% | Added |
| Beacon Capital Management, LLC | 326 | $61.3K | 0.02% | +26+8.7% | Added |
| McClarren Financial Advisors, Inc. | 328 | $61.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 322 | $60.6K | 0.00% | +20+6.6% | Added |
| Geneos Wealth Management Inc. | 321 | $60.4K | 0.00% | +15+4.9% | Added |
| Tortoise Investment Management, LLC | 311 | $58.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $57.8K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 304 | $57.0K | 0.01% | −50−14.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 300 | $56.4K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 302 | $56.2K | 0.02% | +302 | New |
| Logan Capital Management Inc | 298 | $56.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 297 | $55.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 295 | $55.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 286 | $53.8K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 282 | $53.0K | 0.01% | +131+86.8% | Added |
| Johnson Financial Group, Inc. | 278 | $52.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 255 | $47.9K | 0.02% | −3−1.2% | Reduced |
| Concord Wealth Partners | 252 | $47.4K | 0.01% | +72+40.0% | Added |
| First Financial Corp | 247 | $46.5K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 233 | $43.8K | 0.01% | −6−2.5% | Reduced |
| Nemes Rush Group LLC | 231 | $43.4K | 0.01% | +231 | New |
| Piscataqua Savings Bank | 229 | $43.1K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 225 | $42.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 220 | $41.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $40.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 215 | $40.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 209 | $39.3K | 0.00% | −66−24.0% | Reduced |
| State of Wyoming | 203 | $38.2K | 0.01% | −203−50.0% | Reduced |
| Institutional & Family Asset Management, LLC | 202 | $38.0K | 0.01% | −1−0.5% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $37.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 197 | $37.0K | 0.02% | +1+0.5% | Added |
| Ridgewood Investments LLC | 193 | $36.3K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 191 | $36.0K | 0.01% | +191 | New |
| NewSquare Capital LLC | 189 | $35.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 186 | $35.0K | 0.00% | +186 | New |
| Cornerstone Planning Group LLC | 186 | $35.0K | 0.01% | +186 | New |
| Tilia Fiduciary Partners, Inc. | 184 | $34.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 184 | $34.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 184 | $34.6K | 0.00% | +53+40.5% | Added |
| Larson Financial Group LLC | 183 | $34.4K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 181 | $34.0K | 0.00% | +43+31.2% | Added |
| Sutton Wealth Advisors Inc. | 178 | $33.5K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 175 | $32.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 171 | $32.0K | 0.02% | −228−57.1% | Reduced |
| Canton Hathaway, LLC | 164 | $31.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 158 | $29.7K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 147 | $27.6K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 147 | $27.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 147 | $27.6K | 0.00% | +6+4.3% | Added |
| Trifecta Capital Advisors, LLC | 139 | $26.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $26.0K | 0.00% | +1+0.7% | Added |
| Avalon Trust Co | 138 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 136 | $25.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 135 | $25.4K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 131 | $25.0K | 0.00% | +8+6.5% | Added |
| Sunbelt Securities, Inc. | 132 | $24.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 131 | $24.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 126 | $23.7K | 0.00% | +92+270.6% | Added |
| FinTrust Capital Advisors, LLC | 143 | $23.7K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 124 | $23.3K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 121 | $22.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $22.6K | 0.01% | +43+55.8% | Added |
| M&R Capital Management Inc | 114 | $21.4K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 113 | $21.3K | 0.00% | −8−6.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 105 | $19.7K | 0.00% | +105 | New |
| Impact Partnership Wealth, LLC | 104 | $19.6K | 0.01% | +104 | New |
| Key Financial Inc | 103 | $19.4K | 0.01% | +35+51.5% | Added |
| Perritt Capital Management Inc | 101 | $19.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 97 | $18.2K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 96 | $18.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 96 | $18.1K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 94 | $18.0K | 0.01% | +94 | New |
| Asset Dedication, LLC | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 90 | $16.9K | 0.01% | +90 | New |
| Moisand Fitzgerald Tamayo, LLC | 89 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 89 | $16.7K | 0.00% | +89 | New |
| Clean Yield Group | 85 | $16.0K | 0.01% | −25−22.7% | Reduced |
| Oakworth Capital, Inc. | 85 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 77 | $14.5K | 0.00% | −268−77.7% | Reduced |
| Steward Financial Group LLC | 77 | $14.0K | 0.00% | +77 | New |
| Gleason Group, Inc. | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 74 | $13.9K | 0.00% | 00.0% | Unchanged |
| Motco | 74 | $13.9K | 0.00% | +6+8.8% | Added |
| West Tower Group, LLC | 74 | $13.9K | 0.01% | +74 | New |
| GHP Investment Advisors, Inc. | 72 | $13.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 70 | $13.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 70 | $13.2K | 0.00% | +70 | New |