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 |
|---|---|---|---|---|---|
| JLB & Associates Inc | 71,447 | $13.6M | 2.13% | −7,862−9.9% | Reduced |
| Cubist Systematic Strategies, LLC | 72,313 | $13.8M | 0.17% | +72,313 | New |
| Sawgrass Asset Management LLC | 73,121 | $13.9M | 1.69% | −18,055−19.8% | Reduced |
| Segment Wealth Management, LLC | 73,200 | $13.9M | 1.42% | +872+1.2% | Added |
| Achmea Investment Management B.V. | 73,796 | $14.0M | 0.31% | +5,517+8.1% | Added |
| Scotia Capital Inc. | 73,941 | $14.1M | 0.10% | −2,316−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 75,543 | $14.4M | 0.07% | −4,570−5.7% | Reduced |
| Yousif Capital Management, LLC | 75,685 | $14.4M | 0.18% | −2,650−3.4% | Reduced |
| Two Sigma Advisers, LP | 76,500 | $14.6M | 0.04% | +15,600+25.6% | Added |
| New York Life Investment Management LLC | 76,506 | $14.6M | 0.16% | −629−0.8% | Reduced |
| Tredje AP-fonden | 76,792 | $14.6M | 0.22% | +3,684+5.0% | Added |
| RMB Capital Management, LLC | 77,331 | $14.7M | 0.50% | +1,531+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,241 | $14.9M | 0.23% | +2,150+2.8% | Added |
| Factory Mutual Insurance Co | 79,400 | $15.1M | 0.21% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 80,816 | $15.4M | 0.59% | +11,615+16.8% | Added |
| Van Eck Associates Corp | 82,255 | $15.7M | 0.03% | +2,504+3.1% | Added |
| Northwest & Ethical Investments L.P. | 82,513 | $15.7M | 0.53% | −2,358−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 83,403 | $15.9M | 0.03% | +9,209+12.4% | Added |
| Osborne Partners Capital Management, LLC | 84,860 | $16.1M | 1.20% | −1,307−1.5% | Reduced |
| Utah Retirement Systems | 85,421 | $16.3M | 0.23% | +500+0.6% | Added |
| Walter Public Investments Inc. | 85,584 | $16.3M | 3.86% | −410−0.5% | Reduced |
| Czech National Bank | 86,357 | $16.4M | 0.26% | +27,783+47.4% | Added |
| Wesleyan Assurance Society | 86,426 | $16.4M | 1.83% | 00.0% | Unchanged |
| Torray LLC | 87,022 | $16.6M | 2.92% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 87,179 | $16.6M | 1.94% | −572−0.7% | Reduced |
| Advisors Asset Management, Inc. | 87,191 | $16.6M | 0.36% | −10,408−10.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 87,262 | $16.6M | 0.10% | +5,723+7.0% | Added |
| Creative Planning | 90,270 | $17.2M | 0.02% | +9,359+11.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 90,924 | $17.3M | 0.40% | +23,954+35.8% | Added |
| Fort Pitt Capital Group, LLC | 92,374 | $17.6M | 0.66% | −2,721−2.9% | Reduced |
| PGGM Investments | 92,671 | $17.6M | 0.30% | +37,337+67.5% | Added |
| CIBC World Markets Corp | 93,932 | $17.9M | 0.18% | −41,963−30.9% | Reduced |
| Captrust Financial Advisors | 95,624 | $18.2M | 0.07% | +5,000+5.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 95,741 | $18.2M | 0.25% | −976−1.0% | Reduced |
| First Republic Investment Management, Inc. | 96,230 | $18.3M | 0.05% | −1,695−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 98,258 | $18.7M | 0.10% | −169,177−63.3% | Reduced |
| Gabelli Funds LLC | 98,300 | $18.7M | 0.15% | −48,300−32.9% | Reduced |
| IFM Investors Pty Ltd | 98,376 | $18.7M | 0.25% | +3,822+4.0% | Added |
| Jupiter Asset Management Ltd | 99,063 | $18.9M | 0.21% | +53,558+117.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 99,318 | $18.9M | 0.16% | +13,037+15.1% | Added |
| Azimuth Capital Investment Management LLC | 99,379 | $18.9M | 0.93% | −393−0.4% | Reduced |
| Squarepoint Ops LLC | 101,041 | $19.2M | 0.09% | +41,959+71.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 101,842 | $19.4M | 1.26% | −34,961−25.6% | Reduced |
| M&T Bank Corp | 101,889 | $19.4M | 0.08% | −13,766−11.9% | Reduced |
| Texas Permanent School Fund | 102,063 | $19.4M | 0.19% | −1,214−1.2% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 102,625 | $19.5M | 3.12% | +27,130+35.9% | Added |
| Baird Financial Group, Inc. | 102,651 | $19.5M | 0.05% | +7,712+8.1% | Added |
| USS Investment Management Ltd | 103,153 | $19.6M | 0.22% | +2,634+2.6% | Added |
| Marathon Asset Mgmt Ltd | 103,440 | $19.7M | 0.61% | −19,028−15.5% | Reduced |
| Jane Street Group, LLC | 103,589 | $19.7M | 0.03% | +7,451+7.8% | Added |
| Thrivent Financial for Lutherans | 104,333 | $19.9M | 0.05% | +46,161+79.4% | Added |
| Crestwood Advisors Group LLC | 104,397 | $19.9M | 0.52% | −8,592−7.6% | Reduced |
| CIBC Asset Management Inc | 104,711 | $19.9M | 0.08% | −3,926−3.6% | Reduced |
| Janney Montgomery Scott LLC | 105,715 | $20.1M | 0.07% | −2,884−2.7% | Reduced |
| Washington Trust Co | 108,312 | $20.6M | 0.91% | −1,287−1.2% | Reduced |
| ProShare Advisors LLC | 108,782 | $20.7M | 0.06% | −2,738−2.5% | Reduced |
| Retirement Systems of Alabama | 111,688 | $21.3M | 0.10% | −750−0.7% | Reduced |
| Two Sigma Investments, LP | 112,790 | $21.5M | 0.06% | −202,658−64.2% | Reduced |
| AMF Pensionsforsakring AB | 113,181 | $21.5M | 0.21% | −85,796−43.1% | Reduced |
| Boston Family Office LLC | 113,565 | $21.6M | 1.77% | +3,896+3.6% | Added |
| Gillson Capital LP | 113,710 | $21.6M | 1.60% | −127,482−52.9% | Reduced |
| Public Sector Pension Investment Board | 114,456 | $21.8M | 0.16% | +5,758+5.3% | Added |
| DnB Asset Management AS | 115,006 | $21.9M | 0.13% | +196+0.2% | Added |
| Guggenheim Capital LLC | 115,704 | $22.0M | 0.19% | −11,076−8.7% | Reduced |
| Citadel Advisors LLC | 116,929 | $22.3M | 0.02% | −148,996−56.0% | Reduced |
| QRG Capital Management, Inc. | 119,642 | $22.8M | 0.39% | +119,642 | New |
| Brown Brothers Harriman & Co | 121,200 | $23.1M | 0.20% | −829−0.7% | Reduced |
| Prio Wealth Limited Partnership | 124,110 | $23.6M | 0.91% | −2,213−1.8% | Reduced |
| Xponance, Inc. | 124,112 | $23.6M | 0.32% | +24,347+24.4% | Added |
| Martingale Asset Management L P | 125,613 | $23.9M | 0.50% | +4,392+3.6% | Added |
| Forsta Ap-Fonden | 126,700 | $24.1M | 0.27% | −9,900−7.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 128,142 | $24.4M | 0.05% | +1,232+1.0% | Added |
| Davenport & Co LLC | 129,648 | $24.7M | 0.19% | −3,717−2.8% | Reduced |
| Amalgamated Bank | 130,025 | $24.7M | 0.21% | −17,281−11.7% | Reduced |
| Boston Private Wealth LLC | 131,410 | $25.0M | 0.55% | −17,647−11.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 131,768 | $25.1M | 0.85% | −6,080−4.4% | Reduced |
| EULAV Asset Management | 132,000 | $25.1M | 0.92% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 134,019 | $25.5M | 0.56% | −4,449−3.2% | Reduced |
| Handelsbanken Fonder AB | 138,192 | $26.3M | 0.15% | +743+0.5% | Added |
| AXA S.A. | 138,213 | $26.3M | 0.09% | −19,353−12.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 138,615 | $26.4M | 0.27% | −9,606−6.5% | Reduced |
| MetLife Investment Management | 138,721 | $26.4M | 0.21% | −3,376−2.4% | Reduced |
| Neuberger Berman Group LLC | 139,046 | $26.5M | 0.02% | +3,918+2.9% | Added |
| Stock Yards Bank & Trust Co | 139,497 | $26.5M | 1.02% | −36,841−20.9% | Reduced |
| Arizona State Retirement System | 140,032 | $26.6M | 0.23% | −1,479−1.0% | Reduced |
| State of Michigan Retirement System | 143,275 | $27.3M | 0.18% | −2,600−1.8% | Reduced |
| Whittier Trust Co | 143,460 | $27.3M | 0.49% | +3,520+2.5% | Added |
| Cumberland Partners Ltd | 145,186 | $27.6M | 2.66% | +1,060+0.7% | Added |
| US Bancorp | 146,061 | $27.8M | 0.05% | +547+0.4% | Added |
| Macquarie Group Ltd | 211,697 | $28.5M | 0.04% | +28,828+15.8% | Added |
| 1832 Asset Management L.P. | 150,105 | $28.6M | 0.06% | +124,895+495.4% | Added |
| Gluskin Sheff & Assoc Inc | 150,166 | $28.6M | 2.19% | −22,374−13.0% | Reduced |
| Swiss Life Asset Management Ltd | 150,672 | $28.7M | 0.44% | +14,945+11.0% | Added |
| Bank of Nova Scotia | 151,832 | $28.9M | 0.08% | +108,038+246.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 153,703 | $29.3M | 0.39% | −10,400−6.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 154,390 | $29.4M | 0.19% | +26,021+20.3% | Added |
| Advisor Group Holdings, Inc. | 156,112 | $29.7M | 0.04% | +71,987+85.6% | Added |
| Franklin Resources Inc | 157,769 | $30.0M | 0.02% | +11,080+7.6% | Added |
| Zacks Investment Management | 161,293 | $30.7M | 0.40% | +3,166+2.0% | Added |
| Nisa Investment Advisors, LLC | 161,850 | $30.8M | 0.23% | −5,979−3.6% | Reduced |