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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.

Q3 2023 vs. Q2 2023

How the institutions holding Marsh & McLennan Companies, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MRSH: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,258151,294+51
Shares434.6M625.1K430.7M−3.30M (−0.8%)
Value$81.5B$117.6M$82.0B+$626.8M (+0.8%)

15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (115)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 115 by value.

Institutions new to MRSH in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA501,840$95.5M0.12%
Junto Capital Management LP419,252$79.8M1.89%
Twinbeech Capital LP279,123$53.1M1.02%
QRG Capital Management, Inc.119,642$22.8M0.39%
Cubist Systematic Strategies, LLC72,313$13.8M0.17%
Envestnet Portfolio Solutions, Inc.33,437$6.36M0.03%
Executive Wealth Management, LLC27,594$5.25M0.54%
Beacon Harbor Wealth Advisors, Inc.24,451$4.65M1.55%
Teza Capital Management LLC22,649$4.31M0.70%
Financiere des Professionnels - Fonds d,investissement inc.22,480$4.28M0.41%
Duality Advisers, LP18,187$3.46M0.42%
FineMark National Bank & Trust16,517$3.14M0.14%
Strategic Investment Advisors15,557$2.96M0.49%
Sustainable Insight Capital Management, LLC15,042$2.86M2.81%
Bridgewater Associates, LP14,990$2.85M0.02%
Tiaa Trust, National Association12,668$2.41M0.01%
Vident Advisory, LLC11,784$2.24M0.07%
Magnetar Financial LLC8,829$1.68M0.04%
L & S Advisors Inc8,293$1.58M0.23%
Bellwether Advisors, LLC7,466$1.42M0.39%
Axq Capital, LP6,900$1.31M0.46%
Syon Capital LLC6,749$1.28M0.16%
Norway Savings Bank5,822$1.11M0.55%
Eaton Financial Holdings Company, LLC5,448$1.04M0.28%
NEOS Investment Management LLC5,211$991.7K0.13%
Prescott Group Capital Management, L.L.C.5,055$962.0K0.21%
Wade G W & Inc5,050$961.0K0.04%
Concord Asset Management, LLC4,975$946.7K0.32%
Capital Investment Advisors, LLC4,643$883.6K0.02%
Legacy Capital Wealth Partners, LLC4,516$859.3K0.24%
Versor Investments LP4,303$818.9K0.17%
Moloney Securities Asset Management, LLC4,187$796.8K0.14%
Dark Forest Capital Management LP4,182$795.8K0.07%
Toews Corp4,000$761.2K0.46%
Fiducient Advisors LLC3,978$757.0K0.04%
AIA Group Ltd3,576$680.5K0.03%
Baader Bank INC3,073$584.7K0.05%
Delta Financial Group, Inc.3,062$583.0K0.20%
Penobscot Investment Management Company, Inc.2,910$553.8K0.08%
Maven Securities LTD2,860$544.3K0.06%
Requisite Capital Management, LLC2,809$534.6K0.14%
Connecticut Wealth Management, LLC2,759$525.0K0.04%
Asahi Life Asset Management Co., Ltd.2,520$479.6K0.17%
Fluent Financial, LLC2,435$463.4K0.25%
National Wealth Management Group, LLC2,422$460.9K0.50%
Pure Financial Advisors, Inc.2,405$457.7K0.02%
Principal Street Partners, LLC2,110$401.6K0.08%
Tradewinds, LLC.2,103$400.2K0.23%
Congress Asset Management Co2,087$397.2K0.00%
Campbell & CO Investment Adviser LLC2,076$395.1K0.05%
Edgestream Partners, L.P.1,855$353.0K0.03%
Advance Capital Management, Inc.1,784$339.5K0.03%
Dynamic Technology Lab Private Ltd1,747$332.0K0.03%
Brevan Howard Capital Management LP1,740$331.1K0.10%
Landscape Capital Management, L.L.C.1,675$318.8K0.04%
Investment Partners, Ltd.1,612$306.8K0.16%
Gateway Advisory, LLC1,572$299.2K0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,536$292.3K0.01%
Merrion Investment Management Co, LLC1,531$291.3K0.25%
Johnson & White Wealth Management, LLC1,519$289.0K0.26%
Arkadios Wealth Advisors1,478$281.2K0.03%
Aprio Wealth Management, LLC1,384$263.3K0.07%
ORG Partners LLC1,364$259.6K0.08%
Vicus Capital1,346$256.2K0.03%
Alphadyne Asset Management LP1,345$256.0K0.12%
Spartan Planning & Wealth Management1,332$253.5K0.30%
Redwood Investment Management, LLC1,321$251.0K0.02%
EP Wealth Advisors, LLC1,316$250.5K0.00%
Childress Capital Advisors, LLC1,313$249.9K0.08%
Ethos Financial Group, LLC1,304$248.2K0.06%
Ameritas Advisory Services, LLC1,209$230.1K0.01%
First Nebraska Trust Co1,206$229.5K0.03%
Evoke Wealth, LLC1,205$229.3K0.01%
Insigneo Advisory Services, LLC1,183$225.1K0.05%
Gerber Kawasaki Wealth & Investment Management1,181$224.7K0.02%
FSM Wealth Advisors, LLC1,164$221.6K0.11%
Trust Investment Advisors1,160$220.7K0.19%
Kure Advisory, LLC1,148$218.5K0.12%
Ropes Wealth Advisors LLC1,114$212.0K0.04%
Warren Averett Asset Management, LLC1,095$208.4K0.01%
International Assets Investment Management, LLC1,059$204.4K0.03%
Milestone Investment Advisors LLC889$169.2K0.05%
Legacy Financial Group LLC706$134.4K0.03%
NBC Securities, Inc.637$121.0K0.01%
Salomon & Ludwin, LLC512$97.4K0.01%
Union Savings Bank501$95.3K0.06%
Rogco, LP419$79.7K0.04%
DHJJ Financial Advisors, Ltd.410$78.0K0.04%
Operose Advisors LLC395$75.2K0.03%
Carmel Capital Partners, LLC341$64.9K0.03%
Annis Gardner Whiting Capital Advisors, LLC321$61.1K0.03%
GeoWealth Management, LLC310$59.0K0.01%
Arlington Trust Co LLC225$42.8K0.02%
FSC Wealth Advisors, LLC204$38.8K0.04%
RVW Wealth, LLC169$32.2K0.00%
Ofi Invest Asset Management158$28.4K0.00%
Headinvest, LLC150$28.3K0.01%
Altshuler Shaham Ltd140$26.6K0.00%
Lowe Wealth Advisors, LLC100$19.0K0.01%
Evermay Wealth Management LLC55$10.5K0.00%

Sold out (64)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of MRSH in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Hudson Bay Capital Management LP235,000$44.2M
Renaissance Technologies LLC130,700$24.6M
Brookfield Asset Management Inc.108,181$20.3M
Oribel Capital Management, LP64,700$12.2M
Andra AP-fonden42,300$7.96M
Vident Investment Advisory, LLC40,847$7.68M
Ninety One North America, Inc.19,830$3.73M
Quadrature Capital Ltd18,667$3.51M
Point72 Europe (London) LLP18,300$3.44M
Interval Partners, LP17,154$3.23M
Veritable, L.P.16,532$3.11M
Sowell Financial Services LLC12,070$2.27M
Caxton Associates LP9,156$1.72M
Simplex Trading, LLC8,529$1.60M
Holocene Advisors, LP6,811$1.28M
Pearl River Capital, LLC6,015$1.13M
Agf Management Ltd5,847$1.10M
Algert Global LLC5,748$1.08M
Imprint Wealth LLC3,600$677.1K
Sterling Investment Counsel, LLC3,373$634.4K
Neo Ivy Capital Management2,544$478.0K
SRB Corp2,500$470.2K
Headlands Technologies LLC2,268$426.6K
Congress Wealth Management LLC2,119$398.6K
Manatuck Hill Partners, LLC2,000$376.2K
Sherbrooke Park Advisers LLC2,000$376.2K
TFB Advisors LLC1,928$362.6K
SkyView Investment Advisors, LLC1,778$334.0K
Oversea-Chinese Banking CORP Ltd1,711$321.8K
Industrial Alliance Investment Management Inc.1,700$320.0K
Waterloo Capital, L.P.1,527$287.2K
Cable Hill Partners, LLC1,364$256.5K
LGT Financial Advisors LLC1,364$256.5K
U.S. Capital Wealth Advisors, LLC1,298$244.1K
Obermeyer Wood Investment Counsel, LLLP1,290$242.6K
V Wealth Advisors LLC1,279$240.6K
Reuter James Wealth Management, LLC1,171$220.2K
Founders Financial Alliance, LLC1,111$209.0K
Angeles Investment Advisors, LLC1,082$203.5K
Aureus Asset Management, LLC1,068$200.9K
WealthPLAN Partners, LLC981$184.5K
CVA Family Office, LLC954$179.4K
PCA Investment Advisory Services Inc.753$141.8K
TD Ameritrade Investment Management, LLC639$120.0K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH538$101.2K
Fiduciary Alliance LLC360$67.7K
Coppell Advisory Solutions LLC302$56.2K
State of Wyoming203$38.2K
Newbridge Financial Services Group, Inc.197$37.0K
Ridgewood Investments LLC193$36.3K
Tilia Fiduciary Partners, Inc.184$34.6K
Global Financial Private Client, LLC175$32.4K
M&R Capital Management Inc114$21.4K
Edmond de Rothschild Holding S.A.105$19.7K
Bollard Group LLC65$12.0K
TD Capital Management LLC55$10.4K
Financial Connections Group, Inc.51$9.00K
Activest Wealth Management40$7.03K
Horan Securities, Inc.37$6.96K
Disciplined Investments, LLC26$4.89K
Safeguard Financial, LLC6$1.00K
25 LLC3$560
PEAK6 Investments LLC3$543
Crewe Advisors LLC1$189

Not filed for Q3 2023 yet (15)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MRSH in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA396,525$74.6M
Vigilant Capital Management, LLC168,680$31.7M
Kames Capital plc15,860$2.98M
Tiaa, FSB12,670$2.38M
PFS Investments Inc.6,403$1.20M
US Asset Management LLC6,052$1.14M
EA Series Trust4,083$767.9K
Northwest Bank & Trust Co3,769$708.8K
44 Wealth Management LLC3,190$600.0K
BerganKDV Wealth Management, LLC2,172$408.5K
First Capital Advisors Group, LLC.1,778$334.4K
Heron Financial Group, LLC1,479$278.2K
Main Line Retirement Advisors, LLC1,209$227.4K
Coastal Capital Group, Inc.980$184.3K
BDO Wealth Advisors, LLC282$53.0K