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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 7,264 | $1.37M | 0.14% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 7,194 | $1.35M | 0.16% | +1,007+16.3% | Added |
| RCS Financial Planning, LLC | 7,154 | $1.35M | 1.11% | +20.0% | Added |
| DoubleLine ETF Adviser LP | 7,143 | $1.34M | 0.50% | +1,544+27.6% | Added |
| CAPROCK Group, Inc. | 7,115 | $1.34M | 0.10% | +640+9.9% | Added |
| Banque Cantonale Vaudoise | 7,094 | $1.33M | 0.06% | +2,784+64.6% | Added |
| Arden Trust Co | 7,041 | $1.32M | 0.22% | −348−4.7% | Reduced |
| Qsemble Capital Management, LP | 7,000 | $1.32M | 0.93% | +3,800+118.8% | Added |
| Ritholtz Wealth Management | 6,926 | $1.30M | 0.06% | +519+8.1% | Added |
| AXS Investments LLC | 6,886 | $1.30M | 0.35% | −368−5.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,861 | $1.29M | 0.03% | −2,766−28.7% | Reduced |
| Meeder Advisory Services, Inc. | 6,857 | $1.29M | 0.14% | +630+10.1% | Added |
| Holocene Advisors, LP | 6,811 | $1.28M | 0.01% | −10,117−59.8% | Reduced |
| Toroso Investments, LLC | 6,809 | $1.28M | 0.04% | −11,403−62.6% | Reduced |
| Fox Run Management, L.L.C. | 6,808 | $1.28M | 0.36% | +2,684+65.1% | Added |
| Citizens & Northern Corp | 6,703 | $1.26M | 0.48% | +53+0.8% | Added |
| Smithfield Trust Co | 6,643 | $1.25M | 0.08% | −700−9.5% | Reduced |
| TrimTabs Asset Management, LLC | 6,606 | $1.24M | 0.63% | +6,606 | New |
| Pinnacle Associates Ltd | 6,605 | $1.24M | 0.02% | +49+0.7% | Added |
| Checchi Capital Advisers, LLC | 6,583 | $1.24M | 0.11% | +456+7.4% | Added |
| Boyd Watterson Asset Management LLC | 6,508 | $1.22M | 0.49% | −20.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,499 | $1.22M | 0.14% | −10−0.2% | Reduced |
| Elmwood Wealth Management, Inc. | 6,491 | $1.22M | 0.57% | −162−2.4% | Reduced |
| HB Wealth Management, LLC | 6,462 | $1.22M | 0.02% | +762+13.4% | Added |
| Fund Management at Engine No. 1 LLC | 6,442 | $1.21M | 0.22% | +439+7.3% | Added |
| Peapack Gladstone Financial Corp | 6,426 | $1.21M | 0.02% | −177−2.7% | Reduced |
| PFS Investments Inc. | 6,403 | $1.20M | 0.02% | +1,089+20.5% | Added |
| Nilsine Partners, LLC | 6,386 | $1.20M | 0.18% | +52+0.8% | Added |
| Engineers Gate Manager LP | 6,373 | $1.20M | 0.05% | +3,917+159.5% | Added |
| Gotham Asset Management, LLC | 6,359 | $1.20M | 0.03% | −19,837−75.7% | Reduced |
| United Bank | 6,339 | $1.19M | 0.68% | −210−3.2% | Reduced |
| Exchange Bank | 6,320 | $1.19M | 1.15% | +6,320 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,308 | $1.19M | 0.19% | +20.0% | Added |
| Ostrum Asset Management | 6,262 | $1.18M | 0.10% | +18+0.3% | Added |
| Ameritas Investment Partners, Inc. | 6,223 | $1.17M | 0.04% | −117−1.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,205 | $1.17M | 0.03% | +366+6.3% | Added |
| Canandaigua National Bank & Trust Co | 6,153 | $1.16M | 0.19% | −86−1.4% | Reduced |
| Gries Financial LLC | 6,130 | $1.15M | 0.32% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 6,104 | $1.15M | 0.05% | 00.0% | Unchanged |
| DF Dent & Co Inc | 6,096 | $1.15M | 0.02% | −285−4.5% | Reduced |
| Parallel Advisors, LLC | 6,073 | $1.14M | 0.04% | +324+5.6% | Added |
| US Asset Management LLC | 6,052 | $1.14M | 1.20% | −4−0.1% | Reduced |
| Pearl River Capital, LLC | 6,015 | $1.13M | 0.18% | −14,109−70.1% | Reduced |
| Cigna Investments Inc | 5,997 | $1.13M | 0.21% | −21−0.3% | Reduced |
| Shell Asset Management Co | 5,982 | $1.13M | 0.04% | −2,489−29.4% | Reduced |
| Horizon Investments, LLC | 5,966 | $1.12M | 0.03% | +747+14.3% | Added |
| Belpointe Asset Management LLC | 5,939 | $1.12M | 0.12% | −4,598−43.6% | Reduced |
| Profund Advisors LLC | 5,930 | $1.12M | 0.06% | −104−1.7% | Reduced |
| Cornerstone Advisors, LLC | 5,900 | $1.11M | 0.05% | +5,900 | New |
| West Paces Advisors Inc. | 5,880 | $1.11M | 0.33% | −55−0.9% | Reduced |
| Merit Financial Group, LLC | 5,869 | $1.10M | 0.04% | +1,481+33.8% | Added |
| Stokes Family Office, LLC | 5,861 | $1.10M | 0.13% | +1,839+45.7% | Added |
| Clarius Group, LLC | 5,850 | $1.10M | 0.09% | +159+2.8% | Added |
| Agf Management Ltd | 5,847 | $1.10M | 0.01% | +5,847 | New |
| Donaldson Capital Management, LLC | 5,807 | $1.09M | 0.05% | +176+3.1% | Added |
| Center For Asset Management LLC | 5,758 | $1.08M | 1.02% | +4,165+261.5% | Added |
| Algert Global LLC | 5,748 | $1.08M | 0.05% | +5,748 | New |
| KCS Wealth Advisory | 5,739 | $1.08M | 0.37% | −133−2.3% | Reduced |
| Wedmont Private Capital | 5,768 | $1.08M | 0.12% | +323+5.9% | Added |
| Missouri Trust & Investment Co | 5,715 | $1.07M | 0.61% | −118−2.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,715 | $1.07M | 0.38% | +4+0.1% | Added |
| Boltwood Capital Management | 5,689 | $1.07M | 0.39% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,677 | $1.07M | 0.02% | +384+7.3% | Added |
| Trust Asset Management LLC | 5,677 | $1.07M | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,656 | $1.06M | 0.02% | +3,034+115.7% | Added |
| Beck Bode, LLC | 5,587 | $1.05M | 0.26% | −228−3.9% | Reduced |
| Venturi Wealth Management, LLC | 5,563 | $1.05M | 0.08% | +209+3.9% | Added |
| Aries Wealth Management | 5,536 | $1.04M | 0.40% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,530 | $1.04M | 0.92% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,495 | $1.03M | 0.02% | −25−0.5% | Reduced |
| ING Groep NV | 5,321 | $1.00M | 0.01% | +2,306+76.5% | Added |
| Perigon Wealth Management, LLC | 5,247 | $986.8K | 0.04% | +299+6.0% | Added |
| Paulson Wealth Management Inc. | 5,234 | $984.4K | 0.34% | +5,234 | New |
| Regents of the University of California | 5,200 | $978.0K | 0.12% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $976.3K | 0.61% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 5,179 | $974.1K | 0.14% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,175 | $973.3K | 0.86% | +121+2.4% | Added |
| SFMG, LLC | 5,064 | $952.4K | 0.10% | −496−8.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,050 | $949.8K | 0.41% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 5,007 | $941.8K | 0.46% | −633−11.2% | Reduced |
| Boston Financial Mangement LLC | 4,966 | $934.0K | 0.03% | +476+10.6% | Added |
| Banque Pictet & Cie SA | 4,836 | $909.6K | 0.01% | +837+20.9% | Added |
| Ironwood Investment Counsel, LLC | 4,800 | $902.8K | 0.20% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,762 | $895.7K | 0.11% | +152+3.3% | Added |
| We Are One Seven, LLC | 4,760 | $895.3K | 0.08% | −467−8.9% | Reduced |
| Oppenheimer & Co Inc | 4,727 | $889.1K | 0.02% | +10+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,719 | $887.5K | 0.07% | +77+1.7% | Added |
| Charter Trust Co | 4,716 | $887.0K | 0.07% | −489−9.4% | Reduced |
| Bridgefront Capital, LLC | 4,685 | $881.2K | 0.48% | −773−14.2% | Reduced |
| King Luther Capital Management Corp | 4,682 | $880.6K | 0.00% | +26+0.6% | Added |
| Global Retirement Partners, LLC | 4,667 | $877.8K | 0.04% | −27−0.6% | Reduced |
| Sonnipe Ltd | 4,621 | $869.1K | 0.12% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,617 | $868.3K | 0.05% | +98+2.2% | Added |
| JGP Wealth Management, LLC | 4,607 | $866.5K | 0.14% | −90−1.9% | Reduced |
| Symmetry Partners, LLC | 4,599 | $865.0K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,564 | $858.3K | 0.04% | −372−7.5% | Reduced |
| Eqis Capital Management, Inc. | 4,553 | $856.4K | 0.10% | +2,185+92.3% | Added |
| SRN Advisors, LLC | 4,546 | $855.0K | 0.76% | −137−2.9% | Reduced |
| Manchester Capital Management LLC | 4,535 | $852.9K | 0.11% | −46−1.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,435 | $834.1K | 0.24% | 00.0% | Unchanged |