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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 30,173 | $5.74M | 0.05% | −118,044−79.6% | Reduced |
| Snowden Capital Advisors LLC | 30,529 | $5.81M | 0.25% | −822−2.6% | Reduced |
| Louisiana State Employees Retirement System | 30,600 | $5.82M | 0.13% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 30,602 | $5.82M | 4.09% | −289−0.9% | Reduced |
| Synovus Financial Corp | 30,657 | $5.83M | 0.07% | +713+2.4% | Added |
| SG Americas Securities, LLC | 30,769 | $5.86M | 0.08% | +4,461+17.0% | Added |
| Pacer Advisors, Inc. | 31,252 | $5.95M | 0.02% | +773+2.5% | Added |
| Cyndeo Wealth Partners, LLC | 31,383 | $5.97M | 0.62% | +3,537+12.7% | Added |
| First American Trust, FSB | 31,727 | $6.04M | 0.85% | +581+1.9% | Added |
| Cerity Partners LLC | 31,760 | $6.04M | 0.03% | −27,018−46.0% | Reduced |
| Stonegate Investment Group, LLC | 32,030 | $6.10M | 0.22% | −8,610−21.2% | Reduced |
| NBT Bank N A | 32,271 | $6.14M | 0.59% | +30,306+1,542.3% | Added |
| Stokes Capital Advisors, LLC | 32,372 | $6.16M | 2.15% | −332−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 32,364 | $6.23M | 0.14% | −564−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 33,333 | $6.34M | 0.15% | +12,913+63.2% | Added |
| Northwestern Mutual Wealth Management Co | 33,415 | $6.36M | 0.01% | +3,390+11.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,437 | $6.36M | 0.03% | +33,437 | New |
| Ipswich Investment Management Co., Inc. | 33,463 | $6.37M | 1.74% | −22−0.1% | Reduced |
| Churchill Management Corp | 33,579 | $6.39M | 0.11% | −289−0.9% | Reduced |
| Cresset Asset Management, LLC | 33,693 | $6.41M | 0.04% | −921−2.7% | Reduced |
| Hartford Investment Management Co | 33,729 | $6.42M | 0.26% | −1,030−3.0% | Reduced |
| Prudential PLC | 33,764 | $6.43M | 0.07% | −5,283−13.5% | Reduced |
| Securian Asset Management, Inc | 35,446 | $6.75M | 0.20% | −5,657−13.8% | Reduced |
| Exencial Wealth Advisors, LLC | 36,021 | $6.85M | 0.33% | −2,533−6.6% | Reduced |
| Auxier Asset Management | 36,130 | $6.88M | 1.17% | −210−0.6% | Reduced |
| Walleye Trading LLC | 36,151 | $6.88M | 0.16% | +9,472+35.5% | Added |
| Cetera Advisor Networks LLC | 36,152 | $6.88M | 0.04% | +10,167+39.1% | Added |
| Bennett Selby Investments LP | 36,593 | $6.96M | 4.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 37,483 | $7.13M | 1.15% | +914+2.5% | Added |
| Maryland State Retirement & Pension System | 38,123 | $7.25M | 0.17% | +311+0.8% | Added |
| Oregon Public Employees Retirement Fund | 38,207 | $7.27M | 0.10% | −300−0.8% | Reduced |
| Colony Group LLC | 38,585 | $7.34M | 0.11% | −54−0.1% | Reduced |
| Marks Group Wealth Management, Inc | 38,925 | $7.41M | 0.92% | −449−1.1% | Reduced |
| Kentucky Retirement Systems | 39,012 | $7.42M | 0.26% | −765−1.9% | Reduced |
| MML Investors Services, LLC | 40,037 | $7.62M | 0.04% | +2,547+6.8% | Added |
| Schonfeld Strategic Advisors LLC | 40,141 | $7.64M | 0.07% | −44,359−52.5% | Reduced |
| Builder Investment Group Inc | 40,407 | $7.69M | 3.02% | +171+0.4% | Added |
| Contravisory Investment Management, Inc. | 40,600 | $7.73M | 2.19% | −1,204−2.9% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $7.73M | 1.24% | +13,000+43.3% | Added |
| AustralianSuper Pty Ltd | 40,728 | $7.75M | 0.05% | +1,131+2.9% | Added |
| Running Oak Capital LLC | 40,867 | $7.78M | 1.99% | −551−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 41,267 | $7.85M | 0.23% | −2,539−5.8% | Reduced |
| Huntington National Bank | 41,329 | $7.86M | 0.08% | −231−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 41,406 | $7.88M | 0.24% | +666+1.6% | Added |
| JustInvest LLC | 42,242 | $8.04M | 0.24% | +2,108+5.3% | Added |
| Daiwa Securities Group Inc. | 42,305 | $8.05M | 0.06% | +2,678+6.8% | Added |
| Vestcor Inc | 42,912 | $8.17M | 0.30% | −541−1.2% | Reduced |
| Phoenix Holdings Ltd. | 43,032 | $8.21M | 0.15% | +7,600+21.4% | Added |
| Blair William & Co | 43,210 | $8.22M | 0.03% | +5,835+15.6% | Added |
| Vontobel Holding Ltd. | 43,645 | $8.31M | 0.08% | −1,793−3.9% | Reduced |
| Bell Asset Management Ltd | 43,703 | $8.32M | 1.37% | −2,097−4.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 44,356 | $8.44M | 1.19% | −398−0.9% | Reduced |
| Jump Financial, LLC | 44,605 | $8.49M | 0.32% | −5,191−10.4% | Reduced |
| British Columbia Investment Management Corp | 44,983 | $8.56M | 0.08% | +338+0.8% | Added |
| Meeder Asset Management Inc | 45,077 | $8.58M | 0.68% | −4,846−9.7% | Reduced |
| Gulf International Bank (UK) Ltd | 45,353 | $8.63M | 0.24% | −4,742−9.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 45,500 | $8.66M | 0.11% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 45,847 | $8.72M | 0.07% | +8,827+23.8% | Added |
| Illinois Municipal Retirement Fund | 46,238 | $8.80M | 0.16% | +15,816+52.0% | Added |
| SYSTM Wealth Solutions LLC | 47,098 | $8.96M | 1.38% | −5,676−10.8% | Reduced |
| Walleye Capital LLC | 47,540 | $9.05M | 0.13% | −4,651−8.9% | Reduced |
| CIBC Private Wealth Group, LLC | 50,874 | $9.68M | 0.02% | −1,624−3.1% | Reduced |
| Ci Investments Inc. | 53,239 | $10.1M | 0.06% | −1,780−3.2% | Reduced |
| Annex Advisory Services, LLC | 53,343 | $10.2M | 0.61% | +2,746+5.4% | Added |
| Rockefeller Capital Management L.P. | 53,667 | $10.2M | 0.04% | −3,032−5.3% | Reduced |
| Engineers Gate Manager LP | 54,185 | $10.3M | 0.38% | +47,812+750.2% | Added |
| Quantbot Technologies LP | 54,459 | $10.4M | 0.70% | +28,312+108.3% | Added |
| Ethic Inc. | 55,152 | $10.5M | 0.37% | −15,327−21.7% | Reduced |
| Calamos Wealth Management LLC | 55,509 | $10.6M | 0.80% | −590−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 56,487 | $10.7M | 0.38% | +35+0.1% | Added |
| Apollon Wealth Management, LLC | 56,864 | $10.8M | 0.54% | +21,081+58.9% | Added |
| Foyston, Gordon, & Payne Inc | 56,900 | $10.8M | 2.95% | +2,366+4.3% | Added |
| Nissay Asset Management Corp | 57,212 | $10.9M | 0.10% | +1,807+3.3% | Added |
| Wealthfront Advisers LLC | 57,318 | $10.9M | 0.05% | +127+0.2% | Added |
| Trexquant Investment LP | 57,934 | $11.0M | 0.28% | +23,029+66.0% | Added |
| Brown Advisory Inc | 57,978 | $11.0M | 0.02% | −1,059−1.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 58,384 | $11.1M | 0.60% | +28,662+96.4% | Added |
| First American Bank | 59,178 | $11.3M | 1.02% | −382−0.6% | Reduced |
| West Coast Financial LLC | 59,192 | $11.3M | 1.68% | +1,221+2.1% | Added |
| TD Waterhouse Canada Inc. | 51,138 | $11.3M | 0.12% | +8,167+19.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,431 | $11.3M | 0.04% | +32,741+122.7% | Added |
| Washington Trust Bank | 59,643 | $11.4M | 1.19% | −330−0.6% | Reduced |
| Atria Investments LLC | 59,883 | $11.4M | 0.20% | +845+1.4% | Added |
| C.V. Starr & Co., Inc. Trust | 60,000 | $11.4M | 58.76% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 60,225 | $11.5M | 0.14% | −4,697−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 60,225 | $11.5M | 0.14% | −4,697−7.2% | Reduced |
| Pinebridge Investments, L.P. | 60,717 | $11.6M | 0.13% | −152,239−71.5% | Reduced |
| Oppenheimer Asset Management Inc. | 61,136 | $11.6M | 0.18% | +1,549+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 61,152 | $11.6M | 0.02% | +5,164+9.2% | Added |
| Mercer Global Advisors Inc | 62,042 | $11.8M | 0.04% | +8,078+15.0% | Added |
| Baker Avenue Asset Management, LP | 62,630 | $11.9M | 0.60% | +462+0.7% | Added |
| Levin Capital Strategies, L.P. | 64,588 | $12.3M | 1.53% | −315−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 65,402 | $12.4M | 1.08% | +1,431+2.2% | Added |
| Natixis | 68,153 | $13.0M | 0.10% | +25,980+61.6% | Added |
| Mutual of America Capital Management LLC | 69,128 | $13.2M | 0.16% | −2,038−2.9% | Reduced |
| State of Alaska, Department of Revenue | 69,750 | $13.3M | 0.17% | −2,525−3.5% | Reduced |
| Alyeska Investment Group, L.P. | 70,230 | $13.4M | 0.09% | −116,659−62.4% | Reduced |
| DuPont Capital Management Corp | 70,415 | $13.4M | 1.17% | +41,799+146.1% | Added |
| Alaska Permanent Fund Corp | 71,055 | $13.5M | 0.25% | −2,528−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,347 | $13.6M | 0.20% | +13,711+23.8% | Added |