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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 158 | $30.1K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 164 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 170 | $32.0K | 0.00% | +39+29.8% | Added |
| RVW Wealth, LLC | 169 | $32.2K | 0.00% | +169 | New |
| Laurel Wealth Advisors LLC | 173 | $32.8K | 0.01% | +143+476.7% | Added |
| Covestor Ltd | 170 | $33.0K | 0.02% | −1−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 191 | $36.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 190 | $36.2K | 0.01% | −12−5.9% | Reduced |
| Sutton Wealth Advisors Inc. | 195 | $37.1K | 0.02% | +17+9.6% | Added |
| Bell Investment Advisors, Inc | 200 | $38.1K | 0.01% | −33−14.2% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $38.1K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 204 | $38.8K | 0.04% | +204 | New |
| GW&K Investment Management, LLC | 204 | $39.0K | 0.00% | +18+9.7% | Added |
| Country Trust Bank | 215 | $40.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $40.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 216 | $41.1K | 0.00% | +7+3.3% | Added |
| Earnest Partners LLC | 220 | $41.9K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 225 | $42.8K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 225 | $42.8K | 0.02% | +225 | New |
| NewSquare Capital LLC | 226 | $43.0K | 0.00% | +37+19.6% | Added |
| Piscataqua Savings Bank | 229 | $43.6K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 231 | $44.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 234 | $44.5K | 0.00% | −186−44.3% | Reduced |
| First Financial Corp | 247 | $47.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 247 | $47.0K | 0.01% | +63+34.2% | Added |
| Dividend Assets Capital, LLC | 250 | $48.0K | 0.01% | −54−17.8% | Reduced |
| Larson Financial Group LLC | 257 | $48.9K | 0.00% | +74+40.4% | Added |
| Jones Financial Companies LLLP | 277 | $52.7K | 0.00% | +93+50.5% | Added |
| Johnson Financial Group, Inc. | 278 | $52.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 283 | $53.9K | 0.03% | −125−30.6% | Reduced |
| Trifecta Capital Advisors, LLC | 289 | $55.0K | 0.02% | +150+107.9% | Added |
| Financial Management Professionals, Inc. | 295 | $56.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 297 | $56.5K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $56.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 300 | $57.1K | 0.00% | −22−6.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 300 | $57.1K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $58.5K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 310 | $59.0K | 0.01% | +310 | New |
| Tortoise Investment Management, LLC | 317 | $60.3K | 0.01% | +6+1.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 321 | $61.1K | 0.03% | +321 | New |
| Beacon Capital Management, LLC | 326 | $61.3K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 328 | $62.0K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 327 | $62.2K | 0.02% | +41+14.3% | Added |
| Geneos Wealth Management Inc. | 330 | $62.8K | 0.00% | +9+2.8% | Added |
| Carmel Capital Partners, LLC | 341 | $64.9K | 0.03% | +341 | New |
| Silvant Capital Management LLC | 358 | $68.1K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 362 | $69.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 365 | $69.0K | 0.00% | +12+3.4% | Added |
| Kozak & Associates, Inc. | 359 | $69.3K | 0.03% | +2+0.6% | Added |
| Motco | 372 | $70.8K | 0.00% | +298+402.7% | Added |
| Independence Bank of Kentucky | 380 | $72.3K | 0.03% | −75−16.5% | Reduced |
| MV Capital Management, Inc. | 380 | $72.3K | 0.01% | +4+1.1% | Added |
| Versant Capital Management, Inc | 387 | $73.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 395 | $75.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 395 | $75.2K | 0.02% | +264+201.5% | Added |
| Operose Advisors LLC | 395 | $75.2K | 0.03% | +395 | New |
| DHJJ Financial Advisors, Ltd. | 410 | $78.0K | 0.04% | +410 | New |
| Rogco, LP | 419 | $79.7K | 0.04% | +419 | New |
| Glen Eagle Advisors, LLC | 425 | $80.9K | 0.02% | −137−24.4% | Reduced |
| Harbor Investment Advisory, LLC | 427 | $81.3K | 0.01% | −993−69.9% | Reduced |
| Dougherty Wealth Advisers LLC | 443 | $84.3K | 0.10% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 447 | $85.1K | 0.06% | −52−10.4% | Reduced |
| Addison Advisors LLC | 447 | $85.1K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 450 | $85.5K | 0.04% | +2+0.4% | Added |
| Eagle Bay Advisors LLC | 450 | $85.6K | 0.04% | −4−0.9% | Reduced |
| Islay Capital Management, LLC | 450 | $85.6K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 453 | $86.2K | 0.00% | −9−1.9% | Reduced |
| Raleigh Capital Management Inc. | 461 | $87.7K | 0.04% | +206+80.8% | Added |
| Proequities, Inc. | 473 | $90.0K | 0.01% | +70+17.4% | Added |
| Union Savings Bank | 501 | $95.3K | 0.06% | +501 | New |
| Farther Finance Advisors, LLC | 504 | $95.9K | 0.02% | +52+11.5% | Added |
| Salomon & Ludwin, LLC | 512 | $97.4K | 0.01% | +512 | New |
| West Tower Group, LLC | 514 | $97.8K | 0.05% | +440+594.6% | Added |
| Investors Research Corp | 523 | $99.5K | 0.03% | +8+1.6% | Added |
| New England Capital Financial Advisors LLC | 542 | $103.1K | 0.07% | +1+0.2% | Added |
| Armstrong Advisory Group, Inc | 559 | $106.4K | 0.01% | −21−3.6% | Reduced |
| Tyler-Stone Wealth Management | 569 | $108.0K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 576 | $109.6K | 0.07% | +558+3,100.0% | Added |
| Tradition Wealth Management, LLC | 613 | $117.0K | 0.01% | +2+0.3% | Added |
| Tompkins Financial Corp | 618 | $117.6K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 623 | $119.0K | 0.08% | +529+562.8% | Added |
| Bogart Wealth, LLC | 626 | $119.1K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 629 | $119.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 637 | $121.0K | 0.01% | +637 | New |
| Rosenberg Matthew Hamilton | 644 | $122.6K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 662 | $126.0K | 0.03% | +7+1.1% | Added |
| Kapitalo Investimentos Ltda | 674 | $128.3K | 0.02% | −394−36.9% | Reduced |
| Washington Trust Advisors, Inc. | 683 | $130.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 700 | $133.2K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 706 | $134.4K | 0.03% | +706 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 711 | $135.3K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 723 | $137.6K | 0.02% | −3−0.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 737 | $140.3K | 0.00% | −7,670−91.2% | Reduced |
| J.Safra Asset Management Corp | 740 | $140.8K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 744 | $141.6K | 0.00% | −10−1.3% | Reduced |
| Bourgeon Capital Management LLC | 765 | $145.6K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 788 | $150.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 800 | $152.2K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 806 | $153.0K | 0.02% | −184−18.6% | Reduced |
| Kelly Financial Services LLC | 815 | $155.1K | 0.07% | 00.0% | Unchanged |