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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.

13F holders, Q3 2023

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 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
1,294
+51 vs. Q2 2023
Shares held
430.7M
−3.30M (−0.8%) vs. Q2 2023
Total value
$82.0B
+$626.8M (+0.8%) vs. Q2 2023
New holders
115
459 more added
Sold out
64
496 more reduced

15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,294 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ3 2023: $82.0B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2023.

Institutions holding MRSH in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$320.00%−188−100.0%Reduced
Tfo-TDC, LLC2$3760.00%+1+100.0%Added
GoalVest Advisory LLC2$3810.00%+2New
Bangor Savings Bank4$7610.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.5$9070.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.5$9520.00%00.0%Unchanged
PrairieView Partners, LLC7$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC6$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC5$1.00K0.00%+5New
Register Financial Advisors LLC7$1.34K0.00%+7New
Householder Group Estate & Retirement Specialist, LLC8$1.52K0.00%+8New
Clear Street Markets LLC13$2.00K0.00%−633−98.0%Reduced
Baystate Wealth Management LLC10$2.07K0.00%−32−76.2%Reduced
Sanctuary Wealth Management, L.L.C.11$2.09K0.00%00.0%Unchanged
Hibernia Wealth Partners, LLC13$2.47K0.00%+13New
Authentikos Wealth Advisory, LLC14$2.66K0.00%+14New
Impact Partnership Wealth, LLC17$3.23K0.00%−87−83.7%Reduced
Longfellow Investment Management Co LLC17$3.23K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group17$3.23K0.00%+17New
North Star Investment Management Corp.18$3.42K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$3.42K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC19$3.62K0.00%00.0%Unchanged
Focused Wealth Management, Inc19$3.63K0.00%−19−50.0%Reduced
Wolff Wiese Magana LLC20$3.81K0.00%00.0%Unchanged
TSFG, LLC21$4.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.21$4.00K0.00%+8+61.5%Added
Riggs Asset Managment Co. Inc.23$4.38K0.00%00.0%Unchanged
USA Financial Portformulas Corp23$4.38K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC24$4.57K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC24$4.57K0.00%+24New
Provenance Wealth Advisors, LLC25$4.76K0.00%+25New
DecisionPoint Financial, LLC27$5.14K0.00%00.0%Unchanged
JNBA Financial Advisors27$5.14K0.00%+27New
DT Investment Partners, LLC29$5.52K0.00%00.0%Unchanged
SJS Investment Consulting Inc.29$5.52K0.00%+6+26.1%Added
Avion Wealth36$6.00K0.00%+8+28.6%Added
Valley National Advisers Inc30$6.00K0.00%+17+130.8%Added
Syntax Research, Inc.33$6.28K0.01%+33New
TFC Financial Management34$6.47K0.00%00.0%Unchanged
Creative Capital Management Investments LLC35$6.66K0.00%00.0%Unchanged
Salem Investment Counselors Inc36$6.85K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC38$7.23K0.00%+38New
Atwood & Palmer Inc39$7.42K0.00%00.0%Unchanged
Briaud Financial Planning, Inc44$8.00K0.01%+44New
Red Tortoise LLC43$8.18K0.01%00.0%Unchanged
Horizons Wealth Management44$8.37K0.01%00.0%Unchanged
American National Bank46$8.75K0.00%+46New
Northwest Capital Management Inc48$9.13K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC50$9.52K0.00%−15−23.1%Reduced
Toth Financial Advisory Corp55$10.5K0.00%00.0%Unchanged
Evermay Wealth Management LLC55$10.5K0.00%+55New
Atlantic Trust, LLC55$10.5K0.00%+55New
Highline Wealth Partners LLC58$11.0K0.01%+52+866.7%Added
Pflug Koory, LLC61$11.6K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC61$11.6K0.01%00.0%Unchanged
Mascoma Wealth Management LLC61$11.6K0.00%+11+22.0%Added
ING Groep NV63$12.0K0.00%−5,258−98.8%Reduced
Central Bank & Trust Co65$12.4K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$12.8K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.68$12.9K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$13.3K0.01%00.0%Unchanged
Silicon Valley Capital Partners70$13.4K0.00%00.0%Unchanged
Arcadia Investment Management Corp74$14.1K0.00%00.0%Unchanged
Gleason Group, Inc.75$14.2K0.00%+1+1.4%Added
WR Wealth Planners, LLC77$14.7K0.01%+20+35.1%Added
First Personal Financial Services80$15.2K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.82$15.7K0.00%+10+13.9%Added
Oakworth Capital, Inc.85$16.2K0.00%00.0%Unchanged
Clean Yield Group85$16.4K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC89$16.9K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP90$17.1K0.01%00.0%Unchanged
DB Wealth Management Group, LLC96$18.3K0.01%00.0%Unchanged
RFP Financial Group LLC96$18.3K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.97$18.5K0.01%00.0%Unchanged
First Pacific Financial99$18.8K0.01%+79+395.0%Added
Steward Financial Group LLC102$19.0K0.01%+25+32.5%Added
Lowe Wealth Advisors, LLC100$19.0K0.01%+100New
Perritt Capital Management Inc101$19.2K0.01%00.0%Unchanged
Key Financial Inc103$19.6K0.01%00.0%Unchanged
Abound Wealth Management105$20.0K0.01%−15−12.5%Reduced
Credential Qtrade Securities Inc.113$21.5K0.00%00.0%Unchanged
Asset Dedication, LLC115$22.0K0.00%+27+30.7%Added
NVWM, LLC117$22.3K0.01%−4−3.3%Reduced
Colonial Trust Advisors119$22.6K0.00%−7−5.6%Reduced
Cherry Tree Wealth Management, LLC129$24.5K0.01%+40+44.9%Added
Sunbelt Securities, Inc.132$25.1K0.00%00.0%Unchanged
Solstein Capital, LLC135$25.7K0.02%00.0%Unchanged
Pacific Center for Financial Services136$25.9K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC138$26.3K0.00%−43−23.8%Reduced
Avalon Trust Co138$26.3K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC138$26.4K0.00%00.0%Unchanged
Altshuler Shaham Ltd140$26.6K0.00%+140New
JFS Wealth Advisors, LLC147$28.0K0.00%00.0%Unchanged
ZRC Wealth Management, LLC147$28.0K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC148$28.2K0.01%+5+3.5%Added
Headinvest, LLC150$28.3K0.01%+150New
Ofi Invest Asset Management158$28.4K0.00%+158New
Delos Wealth Advisors, LLC147$28.7K0.03%00.0%Unchanged
Cornerstone Planning Group LLC154$29.3K0.01%−32−17.2%Reduced
Resurgent Financial Advisors LLC156$29.7K0.02%−181−53.7%Reduced