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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 2,770 | $521.0K | 0.20% | −2−0.1% | Reduced |
| Proficio Capital Partners LLC | 2,767 | $520.4K | 0.07% | +26+0.9% | Added |
| Founders Financial Securities LLC | 2,729 | $513.3K | 0.07% | +184+7.2% | Added |
| Covenant Partners, LLC | 2,725 | $512.5K | 0.19% | +865+46.5% | Added |
| Csenge Advisory Group | 2,658 | $499.8K | 0.03% | −10−0.4% | Reduced |
| Connectus Wealth, LLC | 2,652 | $499.0K | 0.01% | +13+0.5% | Added |
| Kathmere Capital Management, LLC | 2,643 | $497.1K | 0.08% | +392+17.4% | Added |
| Capital Advisors Inc | 2,624 | $493.5K | 0.01% | +22+0.8% | Added |
| Boston Research & Management Inc | 2,620 | $492.0K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,614 | $491.6K | 0.01% | −368−12.3% | Reduced |
| Reliant Investment Management, LLC | 2,609 | $490.7K | 0.28% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,600 | $489.0K | 0.15% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,599 | $488.8K | 0.14% | +2+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 2,598 | $488.6K | 0.05% | +10.0% | Added |
| C2C Wealth Management, LLC | 2,580 | $487.1K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,576 | $484.5K | 0.20% | +86+3.5% | Added |
| Northeast Financial Consultants Inc | 2,560 | $481.5K | 0.03% | +100+4.1% | Added |
| Essex Financial Services, Inc. | 2,545 | $478.7K | 0.05% | −30−1.2% | Reduced |
| Neo Ivy Capital Management | 2,544 | $478.0K | 0.25% | +2,544 | New |
| Tower Bridge Advisors | 2,535 | $476.8K | 0.04% | −200−7.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,532 | $476.2K | 0.04% | −347−12.1% | Reduced |
| Glassman Wealth Services | 2,516 | $473.2K | 0.08% | +8+0.3% | Added |
| Stockman Wealth Management, Inc. | 2,510 | $472.1K | 0.10% | −182−6.8% | Reduced |
| NorthRock Partners, LLC | 2,507 | $471.5K | 0.05% | −599−19.3% | Reduced |
| Sage Mountain Advisors LLC | 2,501 | $470.4K | 0.07% | +89+3.7% | Added |
| SRB Corp | 2,500 | $470.2K | 0.03% | +300+13.6% | Added |
| Aaron Wealth Advisors | 2,499 | $470.0K | 0.06% | +201+8.7% | Added |
| Foundations Investment Advisors, LLC | 2,494 | $469.1K | 0.02% | +16+0.6% | Added |
| Mutual Advisors, LLC | 2,494 | $469.1K | 0.02% | −797−24.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,494 | $469.1K | 0.04% | +873+53.9% | Added |
| ARS Investment Partners, LLC | 2,453 | $461.4K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $460.0K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $458.2K | 0.33% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,431 | $457.2K | 0.17% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,422 | $455.6K | 0.03% | +175+7.8% | Added |
| Meritas Wealth Management, LLC | 2,421 | $455.3K | 0.34% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,412 | $453.6K | 0.06% | −312−11.5% | Reduced |
| InterOcean Capital Group, LLC | 2,397 | $450.8K | 0.01% | +77+3.3% | Added |
| Cypress Capital Group | 2,386 | $448.8K | 0.06% | +828+53.1% | Added |
| Tobam | 2,380 | $448.0K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,359 | $443.7K | 0.26% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,329 | $438.0K | 0.03% | −46−1.9% | Reduced |
| CWA Asset Management Group, LLC | 2,299 | $432.4K | 0.03% | +205+9.8% | Added |
| Blueprint Investment Partners LLC | 2,298 | $432.2K | 0.16% | +353+18.1% | Added |
| Talisman Wealth Advisors LLC | 2,291 | $430.8K | 0.74% | 00.0% | Unchanged |
| Drake & Associates, LLC | 2,287 | $430.1K | 0.19% | −21−0.9% | Reduced |
| Headlands Technologies LLC | 2,268 | $426.6K | 0.14% | +1,831+419.0% | Added |
| Bank of New Hampshire | 2,261 | $425.2K | 0.12% | −33−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 2,255 | $424.2K | 0.02% | +62+2.8% | Added |
| Allstate Corp | 2,230 | $419.4K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,210 | $415.0K | 0.16% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,205 | $414.8K | 0.01% | −262−10.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,190 | $411.9K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,181 | $410.2K | 0.02% | +2,181 | New |
| BerganKDV Wealth Management, LLC | 2,172 | $408.5K | 0.04% | −86−3.8% | Reduced |
| Mairs & Power Inc | 2,172 | $408.5K | 0.00% | +32+1.5% | Added |
| Ambassador Advisors, LLC | 2,124 | $407.4K | 0.09% | −351−14.2% | Reduced |
| Inscription Capital, LLC | 2,155 | $405.3K | 0.13% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,153 | $404.9K | 0.05% | +240+12.5% | Added |
| Bank of Nova Scotia Trust Co | 2,149 | $404.2K | 0.04% | −2−0.1% | Reduced |
| Asset Management Resources, LLC | 2,141 | $402.7K | 0.24% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,119 | $398.6K | 0.01% | −6−0.3% | Reduced |
| Israel Discount Bank of New York | 2,115 | $397.8K | 0.32% | −519−19.7% | Reduced |
| Main Street Financial Solutions, LLC | 2,059 | $387.2K | 0.05% | −5−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,057 | $387.0K | 0.05% | +2+0.1% | Added |
| Carolinas Wealth Consulting LLC | 2,050 | $385.6K | 0.08% | −46−2.2% | Reduced |
| CKW Financial Group | 4,550 | $385.0K | 0.06% | +2,634+137.5% | Added |
| Moors & Cabot, Inc. | 2,040 | $383.8K | 0.03% | +9+0.4% | Added |
| SeaCrest Wealth Management, LLC | 2,040 | $383.7K | 0.05% | +3+0.1% | Added |
| Wedbush Securities Inc | 2,021 | $380.0K | 0.02% | −107−5.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,019 | $379.7K | 0.02% | −16−0.8% | Reduced |
| Manatuck Hill Partners, LLC | 2,000 | $376.2K | 0.18% | +2,000 | New |
| Sherbrooke Park Advisers LLC | 2,000 | $376.2K | 0.20% | +2,000 | New |
| S&CO Inc | 2,000 | $376.0K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,996 | $375.4K | 0.09% | +8+0.4% | Added |
| Roble, Belko & Company, Inc | 1,987 | $374.0K | 0.07% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,980 | $372.5K | 0.04% | −264−11.8% | Reduced |
| Chilton Investment Co LLC | 1,976 | $371.6K | 0.01% | −32−1.6% | Reduced |
| Kanawha Capital Management LLC | 1,974 | $371.3K | 0.03% | +17+0.9% | Added |
| Brookstone Capital Management | 2,016 | $371.0K | 0.01% | +127+6.7% | Added |
| NBT Bank N A | 1,965 | $369.6K | 0.05% | −583−22.9% | Reduced |
| EagleClaw Capital Managment, LLC | 1,963 | $369.2K | 0.08% | −100−4.8% | Reduced |
| Wallace Capital Management Inc. | 1,960 | $368.6K | 0.06% | 00.0% | Unchanged |
| Davis R M Inc | 1,947 | $366.0K | 0.01% | −690−26.2% | Reduced |
| Willow Creek Wealth Management Inc. | 1,939 | $364.7K | 0.05% | +7+0.4% | Added |
| Trust Co of Toledo NA | 1,934 | $363.7K | 0.06% | −1,000−34.1% | Reduced |
| TFB Advisors LLC | 1,928 | $362.6K | 0.16% | +99+5.4% | Added |
| Journey Advisory Group, LLC | 1,920 | $361.1K | 0.05% | −15−0.8% | Reduced |
| Humankind Investments LLC | 1,907 | $358.7K | 0.14% | +1,907 | New |
| Virtue Capital Management, LLC | 1,926 | $358.3K | 0.06% | −26−1.3% | Reduced |
| Westover Capital Advisors, LLC | 1,900 | $357.4K | 0.12% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,881 | $353.8K | 0.17% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,870 | $352.0K | 0.05% | +20+1.1% | Added |
| AdvisorNet Financial, Inc | 1,867 | $351.1K | 0.03% | −67−3.5% | Reduced |
| TownSquare Capital, LLC | 1,845 | $346.9K | 0.01% | +1,845 | New |
| SOA Wealth Advisors, LLC. | 1,838 | $345.7K | 0.08% | −20−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,821 | $342.5K | 0.21% | −21−1.1% | Reduced |
| Parsons Capital Management Inc | 1,808 | $340.0K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,800 | $338.6K | 0.06% | +155+9.4% | Added |
| Hamilton Capital Partners Inc. | 1,800 | $338.5K | 0.12% | −400−18.2% | Reduced |