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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 59,973 | $11.3M | 1.15% | +854+1.4% | Added |
| Oppenheimer Asset Management Inc. | 59,587 | $11.2M | 0.16% | −4,057−6.4% | Reduced |
| First American Bank | 59,560 | $11.2M | 0.97% | −2,420−3.9% | Reduced |
| Squarepoint Ops LLC | 59,082 | $11.1M | 0.06% | +28,278+91.8% | Added |
| Atria Investments LLC | 59,038 | $11.1M | 0.20% | −1,304−2.2% | Reduced |
| Brown Advisory Inc | 59,037 | $11.1M | 0.02% | −419−0.7% | Reduced |
| Cerity Partners LLC | 58,778 | $11.1M | 0.04% | −9,820−14.3% | Reduced |
| Czech National Bank | 58,574 | $11.0M | 0.25% | +261+0.4% | Added |
| Thrivent Financial for Lutherans | 58,172 | $10.9M | 0.02% | +18,193+45.5% | Added |
| West Coast Financial LLC | 57,971 | $10.9M | 1.54% | +409+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 57,636 | $10.8M | 0.16% | +7,703+15.4% | Added |
| Wealthfront Advisers LLC | 57,191 | $10.8M | 0.05% | −367−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 56,699 | $10.7M | 0.04% | −251−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 56,452 | $10.6M | 0.36% | +692+1.2% | Added |
| Calamos Wealth Management LLC | 56,099 | $10.6M | 0.78% | −270−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 55,988 | $10.5M | 0.02% | −1,558−2.7% | Reduced |
| Nissay Asset Management Corp | 55,405 | $10.4M | 0.09% | −898−1.6% | Reduced |
| PGGM Investments | 55,334 | $10.4M | 0.17% | +7,645+16.0% | Added |
| Ci Investments Inc. | 55,019 | $10.3M | 0.05% | −1,951−3.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 54,534 | $10.3M | 2.68% | +708+1.3% | Added |
| Mercer Global Advisors Inc | 53,964 | $10.2M | 0.04% | +2,176+4.2% | Added |
| SYSTM Wealth Solutions LLC | 52,774 | $9.93M | 1.34% | +2,763+5.5% | Added |
| CIBC Private Wealth Group, LLC | 52,498 | $9.87M | 0.02% | +7,284+16.1% | Added |
| Walleye Capital LLC | 52,191 | $9.82M | 0.17% | +41,053+368.6% | Added |
| Annex Advisory Services, LLC | 50,597 | $9.52M | 0.53% | −3,020−5.6% | Reduced |
| Gulf International Bank (UK) Ltd | 50,095 | $9.42M | 0.23% | −15,312−23.4% | Reduced |
| Meeder Asset Management Inc | 49,923 | $9.39M | 0.68% | −489−1.0% | Reduced |
| Jump Financial, LLC | 49,796 | $9.37M | 0.35% | +14,295+40.3% | Added |
| TD Waterhouse Canada Inc. | 42,971 | $9.32M | 0.09% | −250−0.6% | Reduced |
| Aigen Investment Management, LP | 47,991 | $9.03M | 1.33% | +10,908+29.4% | Added |
| Bell Asset Management Ltd | 45,800 | $8.61M | 1.47% | −82−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 45,500 | $8.56M | 0.11% | −81,000−64.0% | Reduced |
| Jupiter Asset Management Ltd | 45,505 | $8.56M | 0.09% | +12,258+36.9% | Added |
| Vontobel Holding Ltd. | 45,438 | $8.55M | 0.07% | −6,582−12.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 44,754 | $8.42M | 1.14% | +2,030+4.8% | Added |
| British Columbia Investment Management Corp | 44,645 | $8.40M | 0.08% | +363+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 44,517 | $8.37M | 0.01% | +39,124+725.5% | Added |
| Aptus Capital Advisors, LLC | 43,806 | $8.24M | 0.24% | −3,093−6.6% | Reduced |
| Bank of Nova Scotia | 43,794 | $8.24M | 0.02% | +4,866+12.5% | Added |
| Vestcor Inc | 43,453 | $8.17M | 0.30% | −1,029−2.3% | Reduced |
| Andra AP-fonden | 42,300 | $7.96M | 0.20% | +1,700+4.2% | Added |
| Natixis | 42,173 | $7.93M | 0.07% | +27,585+189.1% | Added |
| Contravisory Investment Management, Inc. | 41,804 | $7.86M | 2.08% | +1,524+3.8% | Added |
| Huntington National Bank | 41,560 | $7.82M | 0.07% | −778−1.8% | Reduced |
| Running Oak Capital LLC | 41,418 | $7.79M | 1.91% | +3,033+7.9% | Added |
| Securian Asset Management, Inc | 41,103 | $7.73M | 0.20% | −516−1.2% | Reduced |
| Vident Investment Advisory, LLC | 40,847 | $7.68M | 0.26% | +1,831+4.7% | Added |
| Elo Mutual Pension Insurance Co | 40,740 | $7.66M | 0.23% | +1,134+2.9% | Added |
| Stonegate Investment Group, LLC | 40,640 | $7.64M | 0.27% | −726−1.8% | Reduced |
| Builder Investment Group Inc | 40,236 | $7.57M | 2.96% | 00.0% | Unchanged |
| JustInvest LLC | 40,134 | $7.55M | 0.23% | +2,971+8.0% | Added |
| Kentucky Retirement Systems | 39,777 | $7.48M | 0.25% | +639+1.6% | Added |
| Daiwa Securities Group Inc. | 39,627 | $7.45M | 0.05% | +615+1.6% | Added |
| AustralianSuper Pty Ltd | 39,597 | $7.45M | 0.05% | +21,792+122.4% | Added |
| Marks Group Wealth Management, Inc | 39,374 | $7.41M | 0.88% | +231+0.6% | Added |
| Prudential PLC | 39,047 | $7.34M | 0.09% | −159−0.4% | Reduced |
| Colony Group LLC | 38,639 | $7.27M | 0.10% | −33−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 38,554 | $7.25M | 0.33% | +339+0.9% | Added |
| Oregon Public Employees Retirement Fund | 38,507 | $7.24M | 0.09% | +167+0.4% | Added |
| Maryland State Retirement & Pension System | 37,812 | $7.11M | 0.15% | −1,401−3.6% | Reduced |
| MML Investors Services, LLC | 37,490 | $7.05M | 0.04% | +5,490+17.2% | Added |
| Blair William & Co | 37,375 | $7.03M | 0.03% | −634−1.7% | Reduced |
| Norinchukin Bank, The | 37,364 | $7.03M | 0.12% | +13,350+55.6% | Added |
| Candriam Luxembourg S.C.A. | 37,020 | $6.96M | 0.05% | −26,819−42.0% | Reduced |
| Bennett Selby Investments LP | 36,593 | $6.88M | 3.96% | +134+0.4% | Added |
| Legacy Advisors, LLC | 36,569 | $6.88M | 1.02% | +3,371+10.2% | Added |
| Auxier Asset Management | 36,340 | $6.83M | 1.13% | +1,636+4.7% | Added |
| Apollon Wealth Management, LLC | 35,783 | $6.73M | 0.32% | +186+0.5% | Added |
| Phoenix Holdings Ltd. | 35,432 | $6.66M | 0.14% | +35,432 | New |
| HRT Financial LP | 35,110 | $6.60M | 0.06% | +35,110 | New |
| Crestline Management, LP | 35,000 | $6.58M | 0.72% | −5,000−12.5% | Reduced |
| Trexquant Investment LP | 34,905 | $6.56M | 0.17% | +34,905 | New |
| Hartford Investment Management Co | 34,759 | $6.54M | 0.25% | −7,096−17.0% | Reduced |
| Cresset Asset Management, LLC | 34,614 | $6.51M | 0.05% | +27,496+386.3% | Added |
| Triasima Portfolio Management inc. | 25,665 | $6.39M | 0.40% | −1,579−5.8% | Reduced |
| Churchill Management Corp | 33,868 | $6.37M | 0.11% | +80+0.2% | Added |
| Sawtooth Solutions, LLC | 33,488 | $6.30M | 0.17% | +5,238+18.5% | Added |
| Ipswich Investment Management Co., Inc. | 33,485 | $6.30M | 1.66% | +114+0.3% | Added |
| American Trust | 33,191 | $6.24M | 0.43% | −341−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 32,928 | $6.22M | 0.13% | −1,785−5.1% | Reduced |
| Stokes Capital Advisors, LLC | 32,704 | $6.15M | 2.07% | −330−1.0% | Reduced |
| FDx Advisors, Inc. | 32,610 | $6.13M | 0.34% | −9,255−22.1% | Reduced |
| Snowden Capital Advisors LLC | 31,351 | $5.90M | 0.21% | −2,082−6.2% | Reduced |
| First American Trust, FSB | 31,146 | $5.86M | 0.81% | +31,146 | New |
| Capital International Sarl | 31,141 | $5.86M | 0.26% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 30,891 | $5.81M | 3.94% | −2,018−6.1% | Reduced |
| Louisiana State Employees Retirement System | 30,600 | $5.76M | 0.13% | −1,600−5.0% | Reduced |
| Pacer Advisors, Inc. | 30,479 | $5.73M | 0.02% | −294−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 30,422 | $5.72M | 0.12% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 30,204 | $5.68M | 0.18% | +3,441+12.9% | Added |
| Northwestern Mutual Wealth Management Co | 30,025 | $5.65M | 0.01% | +2,274+8.2% | Added |
| Synovus Financial Corp | 29,944 | $5.63M | 0.06% | −167−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 29,722 | $5.59M | 0.59% | −5,961−16.7% | Reduced |
| Advisor Partners II, LLC | 29,631 | $5.57M | 0.26% | +5,590+23.3% | Added |
| DuPont Capital Management Corp | 28,616 | $5.38M | 0.27% | +6,322+28.4% | Added |
| Federated Hermes, Inc. | 28,481 | $5.36M | 0.01% | +369+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,000 | $5.27M | 0.02% | −195,000−87.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 27,846 | $5.24M | 0.55% | −2,885−9.4% | Reduced |
| Kinneret Advisory, LLC | 27,693 | $5.21M | 0.62% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 27,827 | $5.21M | 0.51% | −547−1.9% | Reduced |