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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 27,564 | $5.18M | 0.20% | +607+2.3% | Added |
| Bishop Rock Capital, L.P. | 27,553 | $5.18M | 7.51% | +19,442+239.7% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 30,000 | $5.17M | 0.80% | −10,000−25.0% | Reduced |
| Zions Bancorporation, N.A. | 27,337 | $5.14M | 0.43% | −2,084−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,690 | $5.02M | 0.05% | +23,572+756.0% | Added |
| Walleye Trading LLC | 26,679 | $5.02M | 0.26% | +5,107+23.7% | Added |
| Harrington Investments, INC | 26,552 | $4.99M | 3.28% | −982−3.6% | Reduced |
| SG Americas Securities, LLC | 26,308 | $4.95M | 0.04% | +5,677+27.5% | Added |
| BNC Wealth Management, LLC | 26,280 | $4.94M | 2.62% | −2,978−10.2% | Reduced |
| Quantbot Technologies LP | 26,147 | $4.92M | 0.32% | +4,953+23.4% | Added |
| Cetera Advisor Networks LLC | 25,985 | $4.89M | 0.03% | +499+2.0% | Added |
| Commerce Bank | 25,615 | $4.82M | 0.04% | −40.0% | Reduced |
| Bonness Enterprises Inc | 25,500 | $4.80M | 2.16% | 00.0% | Unchanged |
| Keybank National Association | 25,477 | $4.79M | 0.02% | −485−1.9% | Reduced |
| 1832 Asset Management L.P. | 25,210 | $4.74M | 0.01% | −1,360−5.1% | Reduced |
| Citizens Financial Group Inc | 24,261 | $4.56M | 0.17% | −25−0.1% | Reduced |
| Ieq Capital, LLC | 24,155 | $4.54M | 0.09% | +2,168+9.9% | Added |
| New Mexico Educational Retirement Board | 24,041 | $4.52M | 0.20% | +1,100+4.8% | Added |
| Sompo Asset Management Co., Ltd. | 24,020 | $4.52M | 0.84% | +3,070+14.7% | Added |
| Lido Advisors, LLC | 23,601 | $4.44M | 0.05% | +2,213+10.3% | Added |
| Capital Planning Advisors, LLC | 23,575 | $4.43M | 0.90% | −42−0.2% | Reduced |
| Alerus Financial NA | 23,541 | $4.43M | 0.37% | +499+2.2% | Added |
| Parcion Private Wealth LLC | 23,304 | $4.38M | 0.44% | +931+4.2% | Added |
| Oak Ridge Investments LLC | 23,303 | $4.38M | 0.54% | −238−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 22,324 | $4.20M | 0.15% | +600+2.8% | Added |
| Metis Global Partners, LLC | 22,302 | $4.19M | 0.23% | +248+1.1% | Added |
| Lafayette Investments, Inc. | 22,184 | $4.17M | 1.10% | −111−0.5% | Reduced |
| CWM, LLC | 21,971 | $4.13M | 0.03% | +45+0.2% | Added |
| Gamco Investors, Inc. Et Al | 21,618 | $4.07M | 0.04% | −1,499−6.5% | Reduced |
| Metropolitan Life Insurance Co | 21,559 | $4.05M | 0.20% | −581−2.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 20,741 | $3.90M | 0.37% | −133−0.6% | Reduced |
| Essex LLC | 20,615 | $3.88M | 1.08% | −50.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 20,450 | $3.88M | 0.64% | +10,436+104.2% | Added |
| Compagnie Lombard Odier SCmA | 20,420 | $3.84M | 0.11% | −684−3.2% | Reduced |
| Financial Engines Advisors L.L.C. | 20,302 | $3.82M | 0.01% | −56−0.3% | Reduced |
| Becker Capital Management Inc | 20,003 | $3.76M | 0.14% | −1,220−5.7% | Reduced |
| RBF Capital, LLC | 20,000 | $3.76M | 0.23% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 19,830 | $3.73M | 0.16% | −791−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,015 | $3.58M | 0.05% | +1,170+6.6% | Added |
| Northcape Capital Pty Ltd | 19,004 | $3.57M | 0.45% | −10,218−35.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,000 | $3.57M | 0.52% | 00.0% | Unchanged |
| Souders Financial Advisors | 18,794 | $3.53M | 0.68% | −1,277−6.4% | Reduced |
| NewEdge Wealth, LLC | 18,746 | $3.53M | 0.12% | +5,500+41.5% | Added |
| Welch & Forbes LLC | 18,704 | $3.52M | 0.06% | −33−0.2% | Reduced |
| Quadrature Capital Ltd | 18,667 | $3.51M | 0.08% | +4,332+30.2% | Added |
| Putnam Investments LLC | 18,518 | $3.48M | 0.01% | −1,081−5.5% | Reduced |
| LGT Group Foundation | 18,363 | $3.45M | 0.08% | −35−0.2% | Reduced |
| Bokf, NA | 18,344 | $3.45M | 0.07% | −44−0.2% | Reduced |
| Point72 Europe (London) LLP | 18,300 | $3.44M | 0.50% | −9,100−33.2% | Reduced |
| Moody National Bank Trust Division | 18,206 | $3.42M | 0.23% | +304+1.7% | Added |
| MU Investments Co., Ltd. | 18,310 | $3.40M | 4.31% | −100−0.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 17,844 | $3.36M | 0.95% | +17,844 | New |
| Cary Street Partner Investment Advisory LLC | 17,808 | $3.35M | 0.22% | +1,489+9.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,759 | $3.34M | 0.25% | +146+0.8% | Added |
| Mechanics Bank Trust Department | 17,563 | $3.30M | 0.53% | −444−2.5% | Reduced |
| Icon Wealth Partners, LLC | 17,293 | $3.25M | 0.34% | −4,522−20.7% | Reduced |
| Northwest Investment Counselors, LLC | 17,244 | $3.24M | 0.87% | +386+2.3% | Added |
| Te Ahumairangi Investment Management Ltd | 17,229 | $3.24M | 0.44% | +640+3.9% | Added |
| Interval Partners, LP | 17,154 | $3.23M | 0.16% | −27,000−61.1% | Reduced |
| Bessemer Group Inc | 17,151 | $3.23M | 0.01% | +919+5.7% | Added |
| Occudo Quantitative Strategies LP | 17,072 | $3.21M | 0.33% | +5,062+42.1% | Added |
| Olstein Capital Management, L.P. | 17,000 | $3.20M | 0.52% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16,891 | $3.18M | 0.08% | +761+4.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,539 | $3.11M | 1.52% | −460−2.7% | Reduced |
| Veritable, L.P. | 16,532 | $3.11M | 0.05% | −3,715−18.3% | Reduced |
| Red Cedar Investment Management, LLC | 16,480 | $3.10M | 0.47% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 16,415 | $3.09M | 0.07% | −33,766−67.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $3.01M | 1.94% | 00.0% | Unchanged |
| South Dakota Investment Council | 15,992 | $3.01M | 0.06% | −600−3.6% | Reduced |
| Argent Trust Co | 15,974 | $3.00M | 0.16% | +1,530+10.6% | Added |
| River Wealth Advisors LLC | 15,939 | $3.00M | 0.51% | −180−1.1% | Reduced |
| CX Institutional | 15,906 | $2.99M | 0.15% | +109+0.7% | Added |
| Kames Capital plc | 15,860 | $2.98M | 0.05% | −440−2.7% | Reduced |
| Westpac Banking Corp | 15,754 | $2.96M | 0.21% | −63,671−80.2% | Reduced |
| Empirical Finance, LLC | 15,739 | $2.96M | 0.23% | +1,762+12.6% | Added |
| Diversified Trust Co | 15,703 | $2.95M | 0.11% | +1,975+14.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,606 | $2.94M | 0.08% | +46+0.3% | Added |
| Regions Financial Corp | 15,486 | $2.91M | 0.03% | +2,474+19.0% | Added |
| Occidental Asset Management, LLC | 15,362 | $2.89M | 0.65% | +261+1.7% | Added |
| Freestone Capital Holdings, LLC | 15,188 | $2.86M | 0.12% | −368−2.4% | Reduced |
| Ascent Group, LLC | 15,077 | $2.86M | 0.31% | +2,685+21.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,125 | $2.85M | 0.11% | −2,227−12.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,089 | $2.84M | 0.30% | +3,129+26.2% | Added |
| Boothbay Fund Management, LLC | 14,950 | $2.81M | 0.10% | −23,901−61.5% | Reduced |
| Accurate Wealth Management, LLC | 14,963 | $2.79M | 0.87% | +3,518+30.7% | Added |
| Hartline Investment Corp | 14,740 | $2.77M | 0.47% | +5,245+55.2% | Added |
| Beacon Pointe Advisors, LLC | 14,660 | $2.76M | 0.05% | −428−2.8% | Reduced |
| Lindenwold Advisors | 14,655 | $2.76M | 1.69% | −2,911−16.6% | Reduced |
| Vinva Investment Management Ltd | 14,738 | $2.74M | 0.24% | −2,007−12.0% | Reduced |
| Sumitomo Life Insurance Co | 14,517 | $2.73M | 0.12% | −419−2.8% | Reduced |
| AE Wealth Management LLC | 14,361 | $2.70M | 0.02% | +555+4.0% | Added |
| HBK Sorce Advisory LLC | 14,204 | $2.67M | 0.11% | −90−0.6% | Reduced |
| Shelton Capital Management | 14,149 | $2.66M | 0.10% | +11,056+357.5% | Added |
| iA Global Asset Management Inc. | 14,071 | $2.65M | 0.07% | +14,071 | New |
| Pitcairn Co | 13,985 | $2.63M | 0.22% | −118−0.8% | Reduced |
| Kestra Advisory Services, LLC | 13,779 | $2.59M | 0.03% | −3,517−20.3% | Reduced |
| Kingsview Wealth Management, LLC | 13,575 | $2.55M | 0.10% | +8,833+186.3% | Added |
| GWM Advisors LLC | 13,533 | $2.55M | 0.03% | −859−6.0% | Reduced |
| Miracle Mile Advisors, LLC | 13,465 | $2.53M | 0.08% | +32+0.2% | Added |
| Cetera Investment Advisers | 13,054 | $2.46M | 0.02% | +214+1.7% | Added |