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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 4,400 | $827.6K | 0.07% | +195+4.6% | Added |
| West Family Investments, Inc. | 4,379 | $823.6K | 0.32% | +48+1.1% | Added |
| Buckley Wealth Management, LLC | 4,348 | $817.8K | 0.28% | +1,116+34.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,330 | $814.4K | 0.09% | −1,385−24.2% | Reduced |
| Stephens Inc | 4,297 | $808.2K | 0.01% | −6−0.1% | Reduced |
| HM Payson & Co | 4,293 | $807.4K | 0.02% | −3,450−44.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,175 | $785.2K | 0.09% | −345−7.6% | Reduced |
| Gateway Investment Advisers LLC | 4,157 | $781.8K | 0.01% | −132−3.1% | Reduced |
| McAdam, LLC | 4,154 | $781.3K | 0.06% | +17+0.4% | Added |
| Bryn Mawr Trust Co | 4,118 | $775.0K | 0.03% | +436+11.8% | Added |
| Empowered Funds, LLC | 4,083 | $767.9K | 0.03% | +1,630+66.4% | Added |
| EA Series Trust | 4,083 | $767.9K | 0.03% | +4,083 | New |
| Financial Counselors Inc | 4,070 | $765.0K | 0.02% | −125−3.0% | Reduced |
| Dakota Wealth Management | 4,041 | $760.0K | 0.04% | +102+2.6% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $757.6K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,005 | $753.3K | 0.06% | −13−0.3% | Reduced |
| GM Advisory Group, Inc. | 3,986 | $749.7K | 0.06% | +3,986 | New |
| Procyon Private Wealth Partners, LLC | 3,976 | $747.9K | 0.09% | −11−0.3% | Reduced |
| Fulton Bank, N.A. | 3,976 | $747.8K | 0.04% | +243+6.5% | Added |
| Buckingham Strategic Wealth, LLC | 3,970 | $746.7K | 0.01% | +139+3.6% | Added |
| Fidelis Capital Partners, LLC | 3,953 | $743.5K | 0.27% | +367+10.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,917 | $736.7K | 0.31% | −685−14.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,891 | $731.8K | 0.17% | −49−1.2% | Reduced |
| Waypoint Capital Advisors, LLC | 3,862 | $726.4K | 0.23% | +8+0.2% | Added |
| Amplius Wealth Advisors, LLC | 3,860 | $726.0K | 0.10% | −7−0.2% | Reduced |
| Kenfarb & Co. | 3,855 | $725.0K | 0.63% | 00.0% | Unchanged |
| Mirova | 3,831 | $720.5K | 0.13% | −4,712−55.2% | Reduced |
| Vise Technologies, Inc. | 3,816 | $717.7K | 0.17% | +186+5.1% | Added |
| ASB Consultores, LLC | 3,793 | $713.4K | 0.35% | −26−0.7% | Reduced |
| VeraBank, N.A. | 3,790 | $712.8K | 0.27% | 00.0% | Unchanged |
| First Manhattan Co | 3,776 | $710.3K | 0.00% | −809−17.6% | Reduced |
| Northwest Bank & Trust Co | 3,769 | $708.8K | 0.68% | +3,769 | New |
| Conning Inc. | 3,768 | $708.7K | 0.02% | −440−10.5% | Reduced |
| JSF Financial, LLC | 3,748 | $704.8K | 0.25% | +3,748 | New |
| Hutchinson Capital Management | 3,742 | $703.8K | 0.17% | +4+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 3,724 | $700.4K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,723 | $700.3K | 0.01% | +289+8.4% | Added |
| Ellevest, Inc. | 3,649 | $686.3K | 0.05% | −56−1.5% | Reduced |
| XTX Topco Ltd | 3,647 | $685.9K | 0.12% | +3,647 | New |
| Hilltop Holdings Inc. | 3,647 | $685.9K | 0.08% | −16−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,646 | $685.7K | 0.01% | −145−3.8% | Reduced |
| Ausdal Financial Partners, Inc. | 3,611 | $679.2K | 0.09% | +23+0.6% | Added |
| Atlas Private Wealth Management | 3,601 | $677.3K | 0.36% | +687+23.6% | Added |
| Imprint Wealth LLC | 3,600 | $677.1K | 0.43% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,600 | $677.1K | 0.01% | +3,600 | New |
| Shira Ridge Wealth Management | 3,592 | $675.6K | 0.42% | +548+18.0% | Added |
| Nicolet Bankshares Inc | 5,559 | $674.5K | 0.19% | +1,734+45.3% | Added |
| Mirabella Financial Services LLP | 3,580 | $673.3K | 0.08% | +3,580 | New |
| Gladstone Institutional Advisory LLC | 3,562 | $670.0K | 0.04% | −1,182−24.9% | Reduced |
| Summit Trail Advisors, LLC | 3,555 | $668.6K | 0.03% | +1,596+81.5% | Added |
| Caldwell Trust Co | 3,539 | $665.6K | 0.09% | +83+2.4% | Added |
| Graypoint LLC | 3,537 | $665.3K | 0.07% | +368+11.6% | Added |
| Sentry Investment Management LLC | 3,519 | $662.0K | 0.25% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $658.3K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $658.3K | 0.28% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,440 | $647.0K | 0.01% | −87−2.5% | Reduced |
| BSW Wealth Partners | 3,384 | $636.6K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,373 | $634.4K | 0.34% | +3,373 | New |
| Summit Global Investments | 3,313 | $623.0K | 0.04% | +2+0.1% | Added |
| ExodusPoint Capital Management, LP | 3,309 | $622.0K | 0.01% | −98,711−96.8% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,302 | $621.0K | 0.51% | −23−0.7% | Reduced |
| Fisher Asset Management, LLC | 3,281 | $617.1K | 0.00% | +963+41.5% | Added |
| Machina Capital S.A.S. | 3,270 | $615.0K | 0.35% | +3,270 | New |
| Abbrea Capital, LLC | 3,257 | $613.0K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $611.3K | 0.11% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $610.1K | 0.11% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,222 | $606.1K | 0.04% | −141−4.2% | Reduced |
| AMG National Trust Bank | 3,219 | $605.4K | 0.02% | +777+31.8% | Added |
| Gilbert & Cook, Inc. | 3,217 | $605.1K | 0.10% | +1,149+55.6% | Added |
| Duncker Streett & Co Inc | 3,200 | $601.9K | 0.13% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,197 | $601.3K | 0.16% | +48+1.5% | Added |
| 44 Wealth Management LLC | 3,190 | $600.0K | 0.20% | −41−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 3,169 | $595.9K | 0.01% | +1,178+59.2% | Added |
| Bill Few Associates, Inc. | 3,150 | $592.5K | 0.31% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,150 | $592.0K | 0.04% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,134 | $589.4K | 0.16% | +10+0.3% | Added |
| Stiles Financial Services Inc | 3,103 | $583.5K | 0.29% | −409−11.6% | Reduced |
| Defined Wealth Management, LLC | 3,097 | $582.5K | 0.49% | +2+0.1% | Added |
| Stratos Wealth Partners, LTD. | 3,093 | $581.8K | 0.01% | +1,038+50.5% | Added |
| Empower Advisory Group, LLC | 3,093 | $581.7K | 0.00% | −16−0.5% | Reduced |
| Strategic Blueprint, LLC | 3,082 | $579.7K | 0.06% | +72+2.4% | Added |
| Adviser Investments LLC | 3,079 | $579.1K | 0.01% | +3,079 | New |
| Opus Capital Group, LLC | 3,074 | $578.0K | 0.10% | −17−0.5% | Reduced |
| Chesapeake Asset Management LLC | 3,047 | $573.1K | 0.52% | +95+3.2% | Added |
| Waldron Private Wealth LLC | 3,042 | $572.1K | 0.03% | +175+6.1% | Added |
| 9258 Wealth Management, LLC | 3,037 | $571.2K | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,036 | $571.1K | 0.03% | −139−4.4% | Reduced |
| North Star Asset Management Inc | 3,016 | $567.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,970 | $558.6K | 0.41% | −151−4.8% | Reduced |
| Montag A & Associates Inc | 2,927 | $550.5K | 0.03% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,900 | $545.0K | 0.27% | −280−8.8% | Reduced |
| James Hambro & Partners | 2,885 | $542.5K | 0.04% | −1,625−36.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,867 | $539.2K | 0.19% | +3+0.1% | Added |
| Strid Group, LLC | 2,864 | $538.7K | 0.11% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,860 | $537.9K | 0.49% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,832 | $532.7K | 0.04% | −15−0.5% | Reduced |
| Leonteq Securities AG | 2,800 | $526.6K | 0.05% | −454−14.0% | Reduced |
| X-Square Capital, LLC | 2,785 | $524.0K | 0.35% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,784 | $523.6K | 0.01% | −400−12.6% | Reduced |
| National Asset Management, Inc. | 2,773 | $521.6K | 0.01% | −168−5.7% | Reduced |