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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 601,409 | $114.4M | 0.35% | +14,748+2.5% | Added |
| Intermede Investment Partners Ltd | 617,729 | $117.6M | 3.01% | −24,508−3.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 618,002 | $117.6M | 0.52% | +2,332+0.4% | Added |
| KBC Group NV | 641,975 | $122.2M | 0.50% | −25,255−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 648,585 | $123.4M | 0.18% | +4,358+0.7% | Added |
| Millennium Management LLC | 662,797 | $126.1M | 0.13% | +186,099+39.0% | Added |
| Assetmark, Inc | 663,993 | $126.4M | 0.51% | −1790.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 672,500 | $128.0M | 1.54% | +13,000+2.0% | Added |
| Adage Capital Partners GP, L.L.C. | 791,161 | $150.6M | 0.34% | +298,300+60.5% | Added |
| California State Teachers Retirement System | 796,537 | $151.6M | 0.23% | −30,020−3.6% | Reduced |
| National Pension Service | 801,452 | $155.1M | 0.25% | +9,794+1.2% | Added |
| Bank of Montreal | 793,019 | $155.7M | 0.09% | −68,831−8.0% | Reduced |
| Diamond Hill Capital Management Inc | 832,811 | $158.5M | 0.77% | −341,383−29.1% | Reduced |
| New York State Common Retirement Fund | 840,206 | $159.9M | 0.23% | −54,561−6.1% | Reduced |
| Capital Group Private Client Services, Inc. | 853,566 | $162.4M | 1.98% | −25,456−2.9% | Reduced |
| Prudential Financial Inc | 854,383 | $162.6M | 0.25% | +167,727+24.4% | Added |
| TD Asset Management Inc | 864,595 | $164.5M | 0.20% | +25,005+3.0% | Added |
| Principal Financial Group Inc | 873,295 | $166.2M | 0.12% | −15,269−1.7% | Reduced |
| Ako Capital LLP | 877,275 | $166.9M | 2.72% | +161,498+22.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 877,953 | $167.1M | 0.51% | −132,987−13.2% | Reduced |
| Montrusco Bolton Investments Inc. | 909,160 | $167.9M | 2.45% | +112,389+14.1% | Added |
| Waverton Investment Management Ltd | 895,537 | $170.4M | 4.93% | −5,576−0.6% | Reduced |
| Aviva PLC | 897,267 | $170.7M | 0.72% | −29,778−3.2% | Reduced |
| FIL Ltd | 905,934 | $172.4M | 0.20% | +84,969+10.3% | Added |
| Raymond James & Associates | 917,796 | $174.7M | 0.15% | +7,454+0.8% | Added |
| Polar Capital Holdings Plc | 963,122 | $183.3M | 1.36% | −61,866−6.0% | Reduced |
| HSBC Holdings PLC | 970,356 | $184.7M | 0.20% | +89,055+10.1% | Added |
| Allianz Asset Management GmbH | 998,355 | $190.0M | 0.39% | +182,067+22.3% | Added |
| First Trust Advisors LP | 1,000,538 | $190.4M | 0.23% | −6,397−0.6% | Reduced |
| Nordea Investment Management AB | 996,963 | $191.6M | 0.27% | +70,443+7.6% | Added |
| Ninety One UK Ltd | 1,011,452 | $192.5M | 0.61% | −35,532−3.4% | Reduced |
| Rhumbline Advisers | 1,026,985 | $195.4M | 0.23% | −7,044−0.7% | Reduced |
| Royal Bank of Canada | 1,061,573 | $202.0M | 0.06% | −73,829−6.5% | Reduced |
| Coho Partners, Ltd. | 1,099,322 | $209.2M | 4.46% | −111,194−9.2% | Reduced |
| Findlay Park Partners LLP | 1,100,424 | $209.4M | 2.25% | −10,371−0.9% | Reduced |
| Acadian Asset Management LLC | 1,141,035 | $217.1M | 0.91% | +236,129+26.1% | Added |
| DekaBank Deutsche Girozentrale | 1,170,171 | $226.0M | 0.52% | −2520.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,201,581 | $228.7M | 6.12% | −30,110−2.4% | Reduced |
| Envestnet Asset Management Inc | 1,211,704 | $230.6M | 0.11% | +235,502+24.1% | Added |
| Truist Financial Corp | 1,253,669 | $238.6M | 0.40% | +25,860+2.1% | Added |
| Echo Street Capital Management LLC | 1,265,958 | $240.9M | 2.24% | −795,409−38.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,277,606 | $243.1M | 0.20% | −19,478−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,288,393 | $245.2M | 0.14% | −40,509−3.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,316,316 | $250.5M | 0.72% | +168,009+14.6% | Added |
| Credit Suisse AG | 1,349,474 | $256.8M | 0.27% | −8,265−0.6% | Reduced |
| Barclays PLC | 1,517,082 | $288.7M | 0.19% | −44,030−2.8% | Reduced |
| Alliancebernstein L.P. | 1,556,154 | $296.1M | 0.13% | −11,486−0.7% | Reduced |
| Swiss National Bank | 1,591,300 | $302.8M | 0.24% | −196,800−11.0% | Reduced |
| Dimensional Fund Advisors LP | 1,636,719 | $311.5M | 0.10% | +27,116+1.7% | Added |
| Robeco Institutional Asset Management B.V. | 1,643,805 | $312.8M | 0.84% | +150,410+10.1% | Added |
| Janus Henderson Group PLC | 1,646,649 | $313.4M | 0.21% | +933,425+130.9% | Added |
| Amundi | 1,697,909 | $324.2M | 0.16% | −539,294−24.1% | Reduced |
| American Century Companies Inc | 1,861,562 | $354.3M | 0.27% | −76,682−4.0% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,878,942 | $357.6M | 5.72% | +266,844+16.6% | Added |
| Invesco Ltd. | 1,907,313 | $363.0M | 0.10% | −258,955−12.0% | Reduced |
| Bahl & Gaynor Inc | 1,959,049 | $372.8M | 2.38% | −41,774−2.1% | Reduced |
| Capital Research Global Investors | 2,140,838 | $407.4M | 0.11% | +1,963+0.1% | Added |
| Charles Schwab Investment Management Inc | 2,530,964 | $481.6M | 0.14% | +28,013+1.1% | Added |
| Nippon Life Insurance Co | 2,622,700 | $499.1M | 24.36% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 2,648,024 | $503.9M | 0.36% | −733,523−21.7% | Reduced |
| Deutsche Bank AG | 2,804,061 | $533.6M | 0.35% | −491,879−14.9% | Reduced |
| Primecap Management Co | 2,932,594 | $558.1M | 0.47% | −36,245−1.2% | Reduced |
| Jensen Investment Management Inc | 3,016,476 | $574.0M | 4.54% | +86,282+2.9% | Added |
| UBS Group AG | 3,169,555 | $603.2M | 0.28% | −210,243−6.2% | Reduced |
| California Public Employees Retirement System | 3,277,576 | $623.7M | 0.54% | +83,785+2.6% | Added |
| Longview Partners (Guernsey) LTD | 3,328,009 | $633.3M | 4.49% | +11,889+0.4% | Added |
| Clearbridge Investments, LLC | 3,340,566 | $635.7M | 0.61% | −422,787−11.2% | Reduced |
| Wells Fargo & Company | 3,373,972 | $642.1M | 0.20% | +303,429+9.9% | Added |
| Artisan Partners Limited Partnership | 3,425,259 | $651.8M | 1.11% | −96,790−2.7% | Reduced |
| Legal & General Group Plc | 3,625,100 | $689.9M | 0.24% | −124,139−3.3% | Reduced |
| Bank of New York Mellon Corp | 3,642,006 | $693.1M | 0.15% | −103,054−2.8% | Reduced |
| Lazard Asset Management LLC | 3,761,954 | $715.9M | 0.97% | −67,243−1.8% | Reduced |
| UBS Asset Management Americas Inc | 3,950,096 | $751.7M | 0.34% | −29,287−0.7% | Reduced |
| Goldman Sachs Group Inc | 4,140,051 | $787.9M | 0.20% | +369,100+9.8% | Added |
| Parnassus Investments | 4,248,108 | $808.4M | 1.98% | −83,378−1.9% | Reduced |
| JPMorgan Chase & Co | 4,262,850 | $811.2M | 0.09% | −12,399−0.3% | Reduced |
| Nuveen Asset Management, LLC | 4,456,056 | $848.0M | 0.30% | −72,219−1.6% | Reduced |
| Norges Bank | 4,867,105 | $926.2M | 0.19% | +339,698+7.5% | Added |
| Northern Trust Corp | 5,979,821 | $1.14B | 0.22% | +271,408+4.8% | Added |
| Morgan Stanley | 6,145,046 | $1.17B | 0.12% | +150,655+2.5% | Added |
| Bank of America Corp | 6,935,069 | $1.32B | 0.16% | +173,740+2.6% | Added |
| Mawer Investment Management Ltd. | 7,242,069 | $1.38B | 7.36% | −267,283−3.6% | Reduced |
| Price T Rowe Associates Inc | 7,716,544 | $1.47B | 0.22% | −528,935−6.4% | Reduced |
| Ameriprise Financial Inc | 8,278,659 | $1.58B | 0.52% | +31,821+0.4% | Added |
| Geode Capital Management, LLC | 9,844,745 | $1.87B | 0.22% | +211,610+2.2% | Added |
| Massachusetts Financial Services Co | 12,359,733 | $2.35B | 0.82% | −291,967−2.3% | Reduced |
| Wellington Management Group LLP | 14,642,260 | $2.79B | 0.56% | +10,401+0.1% | Added |
| Capital World Investors | 17,213,330 | $3.28B | 0.65% | +12,205+0.1% | Added |
| FMR LLC | 19,423,136 | $3.70B | 0.32% | +61,408+0.3% | Added |
| Capital International Investors | 19,953,173 | $3.80B | 0.96% | −470,031−2.3% | Reduced |
| State Street Corp | 20,709,295 | $3.94B | 0.22% | −618,041−2.9% | Reduced |
| BlackRock Inc. | 40,563,377 | $7.72B | 0.22% | −573,120−1.4% | Reduced |
| Vanguard Group Inc | 43,617,906 | $8.30B | 0.20% | +50,365+0.1% | Added |
| Quilter Plc | 413,283 | – | – | +1,553+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −235,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −130,700−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −108,181−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −64,700−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −42,300−100.0% | Sold out |