Skip to main content

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
Vident Investment Advisory, LLC0$00.00%−40,847−100.0%Sold out
Ninety One North America, Inc.0$00.00%−19,830−100.0%Sold out
Quadrature Capital Ltd0$00.00%−18,667−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−18,300−100.0%Sold out
Interval Partners, LP0$00.00%−17,154−100.0%Sold out
Veritable, L.P.0$00.00%−16,532−100.0%Sold out
Sowell Financial Services LLC0$00.00%−12,070−100.0%Sold out
Caxton Associates LP0$00.00%−9,156−100.0%Sold out
Simplex Trading, LLC0$00.00%−8,529−100.0%Sold out
Holocene Advisors, LP0$00.00%−6,811−100.0%Sold out
Pearl River Capital, LLC0$00.00%−6,015−100.0%Sold out
Agf Management Ltd0$00.00%−5,847−100.0%Sold out
Algert Global LLC0$00.00%−5,748−100.0%Sold out
Imprint Wealth LLC0$00.00%−3,600−100.0%Sold out
Sterling Investment Counsel, LLC0$00.00%−3,373−100.0%Sold out
Neo Ivy Capital Management0$00.00%−2,544−100.0%Sold out
SRB Corp0$00.00%−2,500−100.0%Sold out
Headlands Technologies LLC0$00.00%−2,268−100.0%Sold out
Congress Wealth Management LLC0$00.00%−2,119−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−2,000−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,000−100.0%Sold out
TFB Advisors LLC0$00.00%−1,928−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−1,778−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−1,711−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−1,700−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−1,527−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−1,364−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−1,364−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−1,298−100.0%Sold out
Obermeyer Wood Investment Counsel, LLLP0$00.00%−1,290−100.0%Sold out
V Wealth Advisors LLC0$00.00%−1,279−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−1,171−100.0%Sold out
Founders Financial Alliance, LLC0$00.00%−1,111−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−1,082−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−1,068−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−981−100.0%Sold out
CVA Family Office, LLC0$00.00%−954−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−753−100.0%Sold out
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH0$00.00%−538−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−360−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−302−100.0%Sold out
State of Wyoming0$00.00%−203−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−197−100.0%Sold out
Ridgewood Investments LLC0$00.00%−193−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−184−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−175−100.0%Sold out
M&R Capital Management Inc0$00.00%−114−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−105−100.0%Sold out
Bollard Group LLC0$00.00%−65−100.0%Sold out
TD Capital Management LLC0$00.00%−55−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−51−100.0%Sold out
Activest Wealth Management0$00.00%−40−100.0%Sold out
Horan Securities, Inc.0$00.00%−37−100.0%Sold out
Disciplined Investments, LLC0$00.00%−26−100.0%Sold out
Safeguard Financial, LLC0$00.00%−6−100.0%Sold out
25 LLC0$00.00%−3−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3−100.0%Sold out
Crewe Advisors LLC0$00.00%−1−100.0%Sold out
Pictet Asset Management SA––––Not filed
Vigilant Capital Management, LLC––––Not filed
Kames Capital plc––––Not filed
Tiaa, FSB––––Not filed
PFS Investments Inc.––––Not filed
US Asset Management LLC––––Not filed
EA Series Trust––––Not filed
Northwest Bank & Trust Co––––Not filed
44 Wealth Management LLC––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Heron Financial Group, LLC––––Not filed
Main Line Retirement Advisors, LLC––––Not filed
Coastal Capital Group, Inc.––––Not filed
BDO Wealth Advisors, LLC––––Not filed