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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 14,120 | $2.44M | 0.20% | +2,690+23.5% | Added |
| Heritage Wealth Advisors | 12,952 | $2.44M | 0.13% | −158−1.2% | Reduced |
| Girard Partners Ltd. | 12,853 | $2.42M | 0.26% | −3,206−20.0% | Reduced |
| Bouvel Investment Partners, LLC | 12,760 | $2.40M | 1.31% | +12,760 | New |
| Private Trust Co NA | 12,759 | $2.40M | 0.30% | +574+4.7% | Added |
| Private Advisor Group, LLC | 12,719 | $2.39M | 0.02% | −491−3.7% | Reduced |
| Tiaa, FSB | 12,670 | $2.38M | 0.01% | −42,120−76.9% | Reduced |
| Ronald Blue Trust, Inc. | 14,135 | $2.35M | 0.04% | −2,660−15.8% | Reduced |
| Pegasus Partners Ltd. | 12,477 | $2.35M | 0.35% | −20.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,233 | $2.30M | 1.03% | +337+2.8% | Added |
| United Services Automobile Association | 12,077 | $2.27M | 0.07% | +184+1.5% | Added |
| Sowell Financial Services LLC | 12,070 | $2.27M | 0.13% | +7,211+148.4% | Added |
| Union Heritage Capital, LLC | 12,000 | $2.26M | 1.22% | 00.0% | Unchanged |
| First National Trust Co | 11,991 | $2.26M | 0.10% | −98−0.8% | Reduced |
| Heritage Trust Co | 11,712 | $2.20M | 0.32% | +648+5.9% | Added |
| Transcend Wealth Collective, LLC | 11,590 | $2.18M | 0.21% | −787−6.4% | Reduced |
| La Banque Postale Asset Management SA | 11,518 | $2.17M | 0.05% | +11,518 | New |
| Icon Advisers Inc | 11,500 | $2.16M | 0.55% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,475 | $2.16M | 0.01% | −148−1.3% | Reduced |
| Howland Capital Management LLC | 11,430 | $2.15M | 0.12% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,161 | $2.10M | 0.12% | +164+1.5% | Added |
| Centiva Capital, LP | 11,153 | $2.10M | 0.11% | +8,277+287.8% | Added |
| Hills Bank & Trust Co | 11,102 | $2.09M | 0.27% | +41+0.4% | Added |
| Wetherby Asset Management Inc | 10,930 | $2.06M | 0.11% | −96−0.9% | Reduced |
| Raymond James Trust N.A. | 10,755 | $2.02M | 0.06% | −110−1.0% | Reduced |
| Pensionfund Sabic | 10,700 | $2.01M | 0.67% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 10,692 | $2.01M | 0.57% | −419−3.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,623 | $2.00M | 0.65% | −374−3.4% | Reduced |
| Front Row Advisors LLC | 10,492 | $1.97M | 0.88% | −819−7.2% | Reduced |
| WSFS Capital Management, LLC | 10,467 | $1.97M | 0.18% | −1,172−10.1% | Reduced |
| Park Avenue Securities LLC | 10,312 | $1.94M | 0.03% | +137+1.3% | Added |
| Lincoln National Corp | 10,230 | $1.92M | 0.04% | +261+2.6% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.88M | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,973 | $1.88M | 0.09% | −3,825−27.7% | Reduced |
| Courier Capital LLC | 9,880 | $1.86M | 0.15% | +9,880 | New |
| Advisory Services Network, LLC | 9,773 | $1.84M | 0.05% | −9−0.1% | Reduced |
| Tealwood Asset Management Inc | 9,744 | $1.83M | 0.89% | −75−0.8% | Reduced |
| Chatham Capital Group, Inc. | 9,710 | $1.83M | 0.38% | −100−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,709 | $1.83M | 0.07% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,702 | $1.82M | 0.03% | +5,025+107.4% | Added |
| Delap Wealth Advisory, LLC | 9,673 | $1.82M | 1.78% | −321−3.2% | Reduced |
| Veriti Management LLC | 9,663 | $1.82M | 0.20% | +570+6.3% | Added |
| Moneta Group Investment Advisors LLC | 9,595 | $1.80M | 0.04% | +15+0.2% | Added |
| Wealth Alliance | 9,530 | $1.79M | 0.27% | −43−0.4% | Reduced |
| Grimes & Company, Inc. | 9,405 | $1.77M | 0.06% | −113−1.2% | Reduced |
| Kinsale Capital Group, Inc. | 9,311 | $1.75M | 1.06% | +4,370+88.4% | Added |
| Balentine LLC | 9,297 | $1.75M | 0.06% | +839+9.9% | Added |
| Greenleaf Trust | 9,288 | $1.75M | 0.02% | −602−6.1% | Reduced |
| Verition Fund Management LLC | 9,237 | $1.74M | 0.03% | −2,171−19.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,189 | $1.73M | 0.11% | +321+3.6% | Added |
| Mission Wealth Management, LP | 9,187 | $1.73M | 0.07% | +77+0.8% | Added |
| Cary Street Partners Asset Management LLC | 9,185 | $1.73M | 0.32% | −150−1.6% | Reduced |
| Caxton Associates LP | 9,156 | $1.72M | 0.25% | −3,159−25.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,104 | $1.71M | 0.09% | +52+0.6% | Added |
| Wealthcare Advisory Partners LLC | 9,067 | $1.71M | 0.08% | −890−8.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,012 | $1.70M | 0.01% | −710−7.3% | Reduced |
| Capital Asset Advisory Services LLC | 9,053 | $1.69M | 0.12% | +284+3.2% | Added |
| PFG Advisors | 8,895 | $1.67M | 0.13% | +888+11.1% | Added |
| RMR Wealth Builders | 8,848 | $1.66M | 0.28% | +6+0.1% | Added |
| Savant Capital, LLC | 8,806 | $1.66M | 0.03% | +5,380+157.0% | Added |
| Fiduciary Trust Co | 8,772 | $1.65M | 0.03% | −757−7.9% | Reduced |
| Chesley Taft & Associates LLC | 8,695 | $1.64M | 0.10% | −25−0.3% | Reduced |
| GTS Securities LLC | 8,565 | $1.61M | 0.05% | +8,565 | New |
| MAI Capital Management | 8,544 | $1.61M | 0.02% | +859+11.2% | Added |
| United Capital Financial Advisers, LLC | 8,542 | $1.61M | 0.01% | −2,517−22.8% | Reduced |
| Signaturefd, LLC | 8,538 | $1.61M | 0.04% | +261+3.2% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.60M | 0.14% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,529 | $1.60M | 0.07% | +8,529 | New |
| Evercore Wealth Management, LLC | 8,519 | $1.60M | 0.03% | +150+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 8,514 | $1.60M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8,514 | $1.60M | 0.03% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 8,439 | $1.59M | 0.36% | −254−2.9% | Reduced |
| Sweet Financial Partners, LLC | 8,439 | $1.59M | 0.41% | +2,502+42.1% | Added |
| Parallax Volatility Advisers, L.P. | 8,407 | $1.58M | 0.05% | +8,407 | New |
| Qtron Investments LLC | 8,398 | $1.58M | 0.30% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,318 | $1.56M | 0.05% | −83−1.0% | Reduced |
| LS Investment Advisors, LLC | 8,258 | $1.55M | 0.27% | 00.0% | Unchanged |
| Comerica Securities,inc. | 8,225 | $1.55M | 0.11% | −33−0.4% | Reduced |
| WBI Investments | 8,195 | $1.54M | 0.28% | +3,278+66.7% | Added |
| TD Private Client Wealth LLC | 8,070 | $1.52M | 0.07% | −69−0.8% | Reduced |
| DFPG Investments, LLC | 8,099 | $1.52M | 0.14% | +71+0.9% | Added |
| Wimmer Associates 1, LLC | 8,055 | $1.51M | 0.91% | −115−1.4% | Reduced |
| Quantinno Capital Management LP | 8,003 | $1.50M | 0.09% | +1,893+31.0% | Added |
| Avantax Advisory Services, Inc. | 8,000 | $1.50M | 0.02% | +572+7.7% | Added |
| Enterprise Bank & Trust Co | 7,989 | $1.50M | 0.57% | −50−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,983 | $1.50M | 0.16% | +78+1.0% | Added |
| Quadrant Capital Group LLC | 7,926 | $1.49M | 0.15% | −246−3.0% | Reduced |
| LMCG Investments, LLC | 7,923 | $1.49M | 0.10% | −55−0.7% | Reduced |
| Banco Santander, S.A. | 7,792 | $1.47M | 0.02% | −390−4.8% | Reduced |
| TCTC Holdings, LLC | 7,738 | $1.46M | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $1.45M | 0.02% | −7−0.1% | Reduced |
| Lantz Financial LLC | 7,690 | $1.45M | 0.57% | +16+0.2% | Added |
| Worldquant Millennium Advisors LLC | 7,615 | $1.43M | 0.02% | +7,615 | New |
| Kestra Private Wealth Services, LLC | 7,567 | $1.42M | 0.05% | +228+3.1% | Added |
| Summit Financial, LLC | 7,468 | $1.40M | 0.10% | −198−2.6% | Reduced |
| TrinityPoint Wealth, LLC | 7,450 | $1.40M | 0.27% | +30.0% | Added |
| D.A. Davidson & Co. | 7,444 | $1.40M | 0.01% | +937+14.4% | Added |
| Clearstead Advisors, LLC | 7,411 | $1.39M | 0.08% | −195−2.6% | Reduced |
| Coldstream Capital Management Inc | 7,408 | $1.39M | 0.04% | +198+2.7% | Added |
| Thompson Siegel & Walmsley LLC | 7,294 | $1.37M | 0.02% | 00.0% | Unchanged |