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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 158,127 | $29.7M | 0.37% | +3,651+2.4% | Added |
| AXA S.A. | 157,566 | $29.6M | 0.10% | −199−0.1% | Reduced |
| Boston Private Wealth LLC | 149,057 | $28.0M | 0.51% | −41,906−21.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 148,221 | $27.9M | 0.27% | +50,477+51.6% | Added |
| Alps Advisors Inc | 148,217 | $27.9M | 0.24% | −3,810−2.5% | Reduced |
| Amalgamated Bank | 147,306 | $27.7M | 0.22% | +1,798+1.2% | Added |
| Franklin Resources Inc | 146,689 | $27.6M | 0.01% | +12,778+9.5% | Added |
| Gabelli Funds LLC | 146,600 | $27.6M | 0.21% | +13,200+9.9% | Added |
| D. E. Shaw & Co., Inc. | 146,118 | $27.5M | 0.04% | +102,952+238.5% | Added |
| State of Michigan Retirement System | 145,875 | $27.4M | 0.17% | −14,100−8.8% | Reduced |
| US Bancorp | 145,514 | $27.4M | 0.04% | −5,748−3.8% | Reduced |
| Cumberland Partners Ltd | 144,126 | $27.1M | 2.49% | −448−0.3% | Reduced |
| MetLife Investment Management | 142,097 | $26.7M | 0.19% | −3,319−2.3% | Reduced |
| Arizona State Retirement System | 141,511 | $26.6M | 0.22% | +6,079+4.5% | Added |
| Whittier Trust Co | 139,940 | $26.3M | 0.46% | −2,019−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 138,468 | $26.0M | 0.54% | −3,000−2.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 137,848 | $25.9M | 0.86% | −742−0.5% | Reduced |
| Handelsbanken Fonder AB | 137,449 | $25.9M | 0.14% | +4,738+3.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 136,803 | $25.7M | 1.28% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 136,675 | $25.7M | 0.05% | +13,273+10.8% | Added |
| Forsta Ap-Fonden | 136,600 | $25.7M | 0.28% | −16,200−10.6% | Reduced |
| CIBC World Markets Corp | 135,895 | $25.6M | 0.21% | +19,573+16.8% | Added |
| Swiss Life Asset Management Ltd | 135,727 | $25.5M | 0.38% | +27,825+25.8% | Added |
| Neuberger Berman Group LLC | 135,128 | $25.4M | 0.02% | −3,518−2.5% | Reduced |
| Davenport & Co LLC | 133,365 | $25.1M | 0.19% | −1,613−1.2% | Reduced |
| EULAV Asset Management | 132,000 | $24.8M | 0.93% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 130,700 | $24.6M | 0.04% | +5,299+4.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 128,369 | $24.1M | 0.16% | +5,751+4.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 126,910 | $23.9M | 0.05% | −1,984−1.5% | Reduced |
| Guggenheim Capital LLC | 126,780 | $23.8M | 0.19% | +21,888+20.9% | Added |
| Prio Wealth Limited Partnership | 126,323 | $23.8M | 0.85% | +502+0.4% | Added |
| Marathon Asset Mgmt Ltd | 122,468 | $23.0M | 0.65% | −28,769−19.0% | Reduced |
| Brown Brothers Harriman & Co | 122,029 | $23.0M | 0.18% | −5,702−4.5% | Reduced |
| Martingale Asset Management L P | 121,221 | $22.8M | 0.45% | −5,418−4.3% | Reduced |
| M&T Bank Corp | 115,655 | $21.8M | 0.08% | −2,930−2.5% | Reduced |
| DnB Asset Management AS | 114,810 | $21.6M | 0.12% | +24,641+27.3% | Added |
| Crestwood Advisors Group LLC | 112,989 | $21.3M | 0.67% | −62,411−35.6% | Reduced |
| Retirement Systems of Alabama | 112,438 | $21.1M | 0.09% | −33,870−23.1% | Reduced |
| ProShare Advisors LLC | 111,520 | $21.0M | 0.06% | +2,042+1.9% | Added |
| Boston Family Office LLC | 109,669 | $20.6M | 1.58% | −4,702−4.1% | Reduced |
| Washington Trust Co | 109,599 | $20.6M | 0.87% | −1,262−1.1% | Reduced |
| Glenmede Trust Co NA | 123,116 | $20.5M | 0.12% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 108,698 | $20.4M | 0.15% | −6,620−5.7% | Reduced |
| CIBC Asset Management Inc | 108,637 | $20.4M | 0.08% | −1,453−1.3% | Reduced |
| Janney Montgomery Scott LLC | 108,599 | $20.4M | 0.07% | −1,309−1.2% | Reduced |
| Brookfield Asset Management Inc. | 108,181 | $20.3M | 0.08% | −39,648−26.8% | Reduced |
| Texas Permanent School Fund | 103,277 | $19.4M | 0.18% | −231−0.2% | Reduced |
| USS Investment Management Ltd | 100,519 | $18.9M | 0.23% | +1,138+1.1% | Added |
| Rathbone Brothers plc | 100,054 | $18.8M | 0.18% | +8,351+9.1% | Added |
| Azimuth Capital Investment Management LLC | 99,772 | $18.8M | 0.89% | +6,335+6.8% | Added |
| Xponance, Inc. | 99,765 | $18.8M | 0.25% | −4,021−3.9% | Reduced |
| First Republic Investment Management, Inc. | 97,925 | $18.4M | 0.10% | −26,413−21.2% | Reduced |
| Advisors Asset Management, Inc. | 97,599 | $18.4M | 0.37% | −7,759−7.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,717 | $18.2M | 0.24% | −3,080−3.1% | Reduced |
| Jane Street Group, LLC | 96,138 | $18.1M | 0.02% | +22,495+30.5% | Added |
| Fort Pitt Capital Group, LLC | 95,095 | $17.9M | 0.66% | −12,124−11.3% | Reduced |
| Baird Financial Group, Inc. | 94,939 | $17.9M | 0.05% | −174,516−64.8% | Reduced |
| IFM Investors Pty Ltd | 94,554 | $17.8M | 0.23% | +5,236+5.9% | Added |
| Sawgrass Asset Management LLC | 91,176 | $17.1M | 2.11% | −4,741−4.9% | Reduced |
| Captrust Financial Advisors | 90,624 | $17.0M | 0.07% | +4,040+4.7% | Added |
| Mastrapasqua Asset Management Inc | 87,751 | $16.5M | 1.86% | −1,013−1.1% | Reduced |
| Torray LLC | 87,022 | $16.4M | 2.83% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 86,426 | $16.3M | 1.74% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,281 | $16.2M | 0.13% | +2,366+2.8% | Added |
| Osborne Partners Capital Management, LLC | 86,167 | $16.2M | 1.17% | −291−0.3% | Reduced |
| Walter Public Investments Inc. | 85,994 | $16.2M | 3.60% | +10,983+14.6% | Added |
| Utah Retirement Systems | 84,921 | $16.0M | 0.22% | −3,300−3.7% | Reduced |
| Northwest & Ethical Investments L.P. | 84,871 | $16.0M | 0.51% | +10,628+14.3% | Added |
| Schonfeld Strategic Advisors LLC | 84,500 | $15.9M | 0.14% | −13,368−13.7% | Reduced |
| Advisor Group Holdings, Inc. | 84,125 | $15.8M | 0.03% | −3,028−3.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 81,539 | $15.3M | 0.09% | +9,029+12.5% | Added |
| Creative Planning | 80,911 | $15.2M | 0.02% | +4,471+5.8% | Added |
| Public Employees Retirement Association of Colorado | 80,113 | $15.1M | 0.07% | −1,152−1.4% | Reduced |
| Van Eck Associates Corp | 79,751 | $15.0M | 0.03% | +3,975+5.2% | Added |
| Factory Mutual Insurance Co | 79,400 | $14.9M | 0.22% | 00.0% | Unchanged |
| JLB & Associates Inc | 79,309 | $14.9M | 2.12% | −1,550−1.9% | Reduced |
| Yousif Capital Management, LLC | 78,335 | $14.7M | 0.18% | +829+1.1% | Added |
| New York Life Investment Management LLC | 77,135 | $14.5M | 0.15% | −417−0.5% | Reduced |
| Scotia Capital Inc. | 76,257 | $14.3M | 0.10% | +7,078+10.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,091 | $14.3M | 0.22% | +14,782+24.1% | Added |
| RMB Capital Management, LLC | 75,800 | $14.3M | 0.47% | −1,064−1.4% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 75,495 | $14.2M | 2.41% | +6,577+9.5% | Added |
| Commonwealth Equity Services, LLC | 74,194 | $14.0M | 0.03% | −1,987−2.6% | Reduced |
| Alaska Permanent Fund Corp | 73,583 | $13.8M | 0.27% | +73,583 | New |
| Tredje AP-fonden | 73,108 | $13.8M | 0.19% | +4,695+6.9% | Added |
| Segment Wealth Management, LLC | 72,328 | $13.6M | 1.40% | −1,482−2.0% | Reduced |
| State of Alaska, Department of Revenue | 72,275 | $13.6M | 0.16% | −2,864−3.8% | Reduced |
| Mutual of America Capital Management LLC | 71,166 | $13.4M | 0.15% | +328+0.5% | Added |
| Ethic Inc. | 70,479 | $13.3M | 0.49% | +1,090+1.6% | Added |
| Carnegie Capital Asset Management, LLC | 69,201 | $13.0M | 0.48% | +40,045+137.3% | Added |
| Achmea Investment Management B.V. | 68,279 | $12.8M | 0.27% | +19,964+41.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 66,970 | $12.6M | 0.30% | +6,161+10.1% | Added |
| Brinker Capital Investments, LLC | 64,922 | $12.2M | 0.13% | +1,833+2.9% | Added |
| Orion Portfolio Solutions, LLC | 64,922 | $12.2M | 0.13% | +1,833+2.9% | Added |
| Levin Capital Strategies, L.P. | 64,903 | $12.2M | 1.41% | −220−0.3% | Reduced |
| Oribel Capital Management, LP | 64,700 | $12.2M | 1.14% | −104,300−61.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 63,971 | $12.0M | 1.00% | +1,421+2.3% | Added |
| Baker Avenue Asset Management, LP | 62,168 | $11.7M | 0.59% | −6,557−9.5% | Reduced |
| Two Sigma Advisers, LP | 60,900 | $11.5M | 0.03% | −11,800−16.2% | Reduced |
| C.V. Starr & Co., Inc. Trust | 60,000 | $11.3M | 62.08% | 00.0% | Unchanged |