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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 162,091 | $30.8M | 0.20% | −1,762−1.1% | Reduced |
| Ardevora Asset Management LLP | 162,089 | $30.8M | 1.52% | −144,091−47.1% | Reduced |
| Comerica Bank | 163,631 | $31.1M | 0.16% | −190,871−53.8% | Reduced |
| Pathstone Family Office, LLC | 164,564 | $31.3M | 0.24% | −9,936−5.7% | Reduced |
| Rafferty Asset Management, LLC | 165,748 | $31.5M | 0.19% | +7,019+4.4% | Added |
| Glenmede Trust Co NA | 165,749 | $31.5M | 0.18% | +42,633+34.6% | Added |
| Artemis Investment Management LLP | 173,739 | $33.0M | 0.46% | +6,256+3.7% | Added |
| Dundas Partners LLP | 178,934 | $34.1M | 3.35% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 180,010 | $34.3M | 0.68% | −28,664−13.7% | Reduced |
| CI Private Wealth, LLC | 180,107 | $34.3M | 0.08% | +9,950+5.8% | Added |
| Rathbone Brothers plc | 181,167 | $34.5M | 0.25% | +81,113+81.1% | Added |
| Teachers Retirement System of the State of Kentucky | 181,684 | $34.6M | 0.35% | −12,414−6.4% | Reduced |
| Susquehanna International Group, LLP | 190,886 | $36.3M | 0.06% | −6,980−3.5% | Reduced |
| Kempen Capital Management N.V. | 191,903 | $36.5M | 0.68% | −780−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 193,160 | $36.8M | 0.55% | +2,113+1.1% | Added |
| Intech Investment Management LLC | 194,211 | $37.0M | 0.55% | −172,308−47.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 197,883 | $37.7M | 3.77% | −5,857−2.9% | Reduced |
| Point72 Asset Management, L.P. | 198,707 | $37.8M | 0.13% | −137,973−41.0% | Reduced |
| LPL Financial LLC | 202,038 | $38.4M | 0.03% | +23,916+13.4% | Added |
| Rit Capital Partners PLC | 203,100 | $38.7M | 11.67% | −72,500−26.3% | Reduced |
| Capital International Inc | 203,549 | $38.7M | 0.74% | −320−0.2% | Reduced |
| Royal London Asset Management Ltd | 204,849 | $39.0M | 0.13% | +5,564+2.8% | Added |
| Allspring Global Investments Holdings, LLC | 204,893 | $39.0M | 0.07% | −131,015−39.0% | Reduced |
| STRS Ohio | 205,221 | $39.1M | 0.17% | −2,892−1.4% | Reduced |
| Asset Management One Co.,Ltd. | 208,969 | $39.8M | 0.18% | +589+0.3% | Added |
| Victory Capital Management Inc | 211,048 | $40.2M | 0.05% | +6,384+3.1% | Added |
| Alberta Investment Management Corp | 214,892 | $40.9M | 0.44% | −29,745−12.2% | Reduced |
| Ycg, LLC | 216,857 | $41.3M | 3.81% | −1,472−0.7% | Reduced |
| Flputnam Investment Management Co | 220,731 | $42.0M | 1.16% | +2,139+1.0% | Added |
| Treasurer of the State of North Carolina | 223,867 | $42.6M | 0.23% | +830+0.4% | Added |
| Teacher Retirement System of Texas | 228,615 | $43.5M | 0.29% | +17,907+8.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 231,403 | $44.0M | 0.13% | −2,682−1.1% | Reduced |
| Worldquant Millennium Advisors LLC | 239,503 | $45.6M | 0.70% | +231,888+3,045.1% | Added |
| Mn Services Vermogensbeheer B.V. | 242,088 | $46.1M | 0.44% | +4,500+1.9% | Added |
| Hardman Johnston Global Advisors LLC | 244,090 | $46.5M | 1.56% | −3,055−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 245,951 | $46.8M | 0.10% | −13,109−5.1% | Reduced |
| Wafra Inc. | 248,773 | $47.3M | 1.58% | −4,121−1.6% | Reduced |
| Vaughan David Investments LLC | 254,648 | $48.5M | 1.47% | −247−0.1% | Reduced |
| Unigestion Holding SA | 256,714 | $48.9M | 3.00% | −3,750−1.4% | Reduced |
| Erste Asset Management GmbH | 262,890 | $50.4M | 0.87% | +3,438+1.3% | Added |
| Madison Asset Management, LLC | 270,652 | $51.5M | 0.76% | +7,365+2.8% | Added |
| Boston Trust Walden Corp | 271,095 | $51.6M | 0.43% | −2,619−1.0% | Reduced |
| State of Tennessee, Treasury Department | 273,505 | $52.0M | 0.21% | −57,492−17.4% | Reduced |
| Segall Bryant & Hamill, LLC | 274,881 | $52.3M | 0.61% | −19,874−6.7% | Reduced |
| Ossiam | 276,401 | $52.6M | 0.93% | −13,694−4.7% | Reduced |
| State of New Jersey Common Pension Fund D | 278,655 | $53.0M | 0.19% | −12,954−4.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 278,763 | $53.0M | 0.21% | −6,996−2.4% | Reduced |
| Twinbeech Capital LP | 279,123 | $53.1M | 1.02% | +279,123 | New |
| Fifth Third Bancorp | 280,323 | $53.3M | 0.25% | +496+0.2% | Added |
| Swedbank AB | 284,517 | $54.1M | 0.10% | −20,736−6.8% | Reduced |
| Public Employees Retirement System of Ohio | 286,496 | $54.5M | 0.24% | −22,026−7.1% | Reduced |
| Calamos Advisors LLC | 287,235 | $54.7M | 0.30% | −23,354−7.5% | Reduced |
| Nomura Asset Management Co Ltd | 288,835 | $55.0M | 0.26% | −7,170−2.4% | Reduced |
| AQR Capital Management LLC | 293,800 | $55.9M | 0.12% | +525+0.2% | Added |
| HighTower Advisors, LLC | 294,907 | $56.2M | 0.11% | +158,232+115.8% | Added |
| Bowen Hanes & Co Inc | 296,725 | $56.5M | 1.90% | −9,255−3.0% | Reduced |
| State of Wisconsin Investment Board | 317,555 | $60.4M | 0.19% | −109,610−25.7% | Reduced |
| Los Angeles Capital Management LLC | 319,624 | $60.8M | 0.26% | +1,089+0.3% | Added |
| Silvercrest Asset Management Group LLC | 326,865 | $62.2M | 0.47% | −11,945−3.5% | Reduced |
| CCLA Investment Management Ltd | 327,655 | $62.4M | 1.17% | +351+0.1% | Added |
| Stifel Financial Corp | 331,115 | $63.0M | 0.09% | −15,395−4.4% | Reduced |
| Abn Amro Investment Solutions | 344,720 | $65.6M | 1.28% | +10,766+3.2% | Added |
| Balyasny Asset Management LLC | 355,075 | $67.6M | 0.19% | −129,073−26.7% | Reduced |
| Epoch Investment Partners, Inc. | 357,398 | $68.0M | 0.43% | +44,961+14.4% | Added |
| Toronto Dominion Bank | 358,562 | $68.2M | 0.11% | −64,462−15.2% | Reduced |
| Storebrand Asset Management AS | 371,727 | $70.7M | 0.34% | +23,806+6.8% | Added |
| SEI Investments Co | 383,177 | $72.9M | 0.13% | −16,066−4.0% | Reduced |
| Canada Pension Plan Investment Board | 387,534 | $73.7M | 0.11% | −10,154−2.6% | Reduced |
| Crawford Investment Counsel Inc | 391,250 | $74.5M | 1.61% | −4,717−1.2% | Reduced |
| Korea Investment CORP | 392,824 | $74.8M | 0.22% | +41,352+11.8% | Added |
| Mariner, LLC | 409,301 | $77.9M | 0.21% | +9,076+2.3% | Added |
| Panagora Asset Management Inc | 414,211 | $78.8M | 0.49% | +126,488+44.0% | Added |
| Junto Capital Management LP | 419,252 | $79.8M | 1.89% | +419,252 | New |
| APG Asset Management N.V. | 423,514 | $80.6M | 0.16% | −4,700−1.1% | Reduced |
| Birch Hill Investment Advisors LLC | 438,202 | $83.4M | 4.97% | +2,603+0.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 447,000 | $85.1M | 0.39% | +419,000+1,496.4% | Added |
| Russell Investments Group, Ltd. | 452,748 | $86.4M | 0.17% | −15,182−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458,312 | $87.2M | 0.18% | +38,415+9.1% | Added |
| New York State Teachers Retirement System | 463,204 | $88.1M | 0.21% | −15,008−3.1% | Reduced |
| Bradley Foster & Sargent Inc | 484,805 | $91.2M | 1.92% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 494,868 | $94.2M | 1.21% | −15,615−3.1% | Reduced |
| Citigroup Inc | 494,973 | $94.2M | 0.13% | −17,147−3.3% | Reduced |
| Qube Research & Technologies Ltd | 500,310 | $95.2M | 0.28% | +248,399+98.6% | Added |
| Pictet Asset Management Holding SA | 501,840 | $95.5M | 0.12% | +501,840 | New |
| Lord, Abbett & Co. LLC | 506,425 | $96.4M | 0.36% | +42,864+9.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 513,997 | $97.8M | 0.24% | +58,379+12.8% | Added |
| Voloridge Investment Management, LLC | 520,455 | $99.0M | 0.49% | −58,906−10.2% | Reduced |
| Great West Life Assurance Co | 521,341 | $99.2M | 0.24% | −3,104−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 529,521 | $100.8M | 0.24% | −11,210−2.1% | Reduced |
| National Bank of Canada | 547,662 | $103.4M | 0.19% | +127,526+30.4% | Added |
| Standard Life Aberdeen plc | 545,839 | $103.9M | 0.27% | +12,760+2.4% | Added |
| The PNC Financial Services Group, Inc. | 547,296 | $104.2M | 0.09% | −7,975−1.4% | Reduced |
| M&G Investment Management Ltd | 568,355 | $108.0M | 0.79% | −108,930−16.1% | Reduced |
| Jennison Associates LLC | 568,420 | $108.2M | 0.09% | −142,615−20.1% | Reduced |
| BNP Paribas Arbitrage, SA | 569,680 | $108.4M | 0.24% | −14,681−2.5% | Reduced |
| Voya Investment Management LLC | 570,515 | $108.6M | 0.12% | −52,513−8.4% | Reduced |
| Man Group plc | – | $108.6M | 0.34% | – | – |
| Close Asset Management Ltd | 579,404 | $110.3M | 5.69% | +629+0.1% | Added |
| Mackenzie Financial Corp | 588,729 | $111.1M | 0.19% | −88,168−13.0% | Reduced |
| Schroder Investment Management Group | 590,524 | $112.4M | 0.17% | −19,481−3.2% | Reduced |