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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 841 | $160.1K | 0.01% | −6−0.7% | Reduced |
| Milestone Investment Advisors LLC | 889 | $169.2K | 0.05% | +889 | New |
| Kelly Lawrence W & Associates Inc | 900 | $171.3K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 901 | $171.5K | 0.12% | −74−7.6% | Reduced |
| Baldwin Brothers Inc | 916 | $174.3K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 925 | $176.0K | 0.09% | −25−2.6% | Reduced |
| Magellan Asset Management Ltd | 983 | $187.1K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,052 | $200.2K | 0.13% | −136−11.4% | Reduced |
| BSW Wealth Partners | 1,053 | $200.4K | 0.04% | −2,331−68.9% | Reduced |
| Gryphon Financial Partners LLC | 1,060 | $201.7K | 0.05% | −14−1.3% | Reduced |
| Whalerock Point Partners, LLC | 1,063 | $202.3K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,068 | $203.0K | 0.02% | 00.0% | Unchanged |
| Mirova | 1,069 | $203.4K | 0.04% | −2,762−72.1% | Reduced |
| International Assets Investment Management, LLC | 1,059 | $204.4K | 0.03% | +1,059 | New |
| Grove Bank & Trust | 1,079 | $205.3K | 0.04% | +146+15.6% | Added |
| Essex Savings Bank | 1,082 | $205.9K | 0.07% | +1+0.1% | Added |
| Garde Capital, Inc. | 1,080 | $206.0K | 0.02% | +10+0.9% | Added |
| Destination Wealth Management | 1,083 | $206.1K | 0.01% | −14−1.3% | Reduced |
| Parkside Financial Bank & Trust | 1,092 | $207.8K | 0.05% | +114+11.7% | Added |
| Warren Averett Asset Management, LLC | 1,095 | $208.4K | 0.01% | +1,095 | New |
| Ballast, Inc. | 1,095 | $208.4K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 1,097 | $208.8K | 0.01% | −435−28.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,110 | $211.1K | 0.06% | +15+1.4% | Added |
| Riverview Trust Co | 1,110 | $211.2K | 0.19% | −15−1.3% | Reduced |
| Guardian Wealth Advisors, LLC | 1,112 | $211.6K | 0.04% | +11+1.0% | Added |
| Ropes Wealth Advisors LLC | 1,114 | $212.0K | 0.04% | +1,114 | New |
| Allworth Financial LP | 1,117 | $212.5K | 0.00% | +187+20.1% | Added |
| Beck Mack & Oliver LLC | 1,120 | $213.1K | 0.01% | 00.0% | Unchanged |
| Kure Advisory, LLC | 1,148 | $218.5K | 0.12% | +1,148 | New |
| Hollencrest Capital Management | 1,149 | $218.7K | 0.02% | 00.0% | Unchanged |
| Trust Investment Advisors | 1,160 | $220.7K | 0.19% | +1,160 | New |
| Keel Point, LLC | 1,161 | $221.0K | 0.03% | +25+2.2% | Added |
| FSM Wealth Advisors, LLC | 1,164 | $221.6K | 0.11% | +1,164 | New |
| Milestone Advisory Partners | 1,179 | $224.4K | 0.19% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,181 | $224.7K | 0.02% | +1,181 | New |
| Insigneo Advisory Services, LLC | 1,183 | $225.1K | 0.05% | +1,183 | New |
| Rossmore Private Capital | 1,185 | $225.5K | 0.03% | −28−2.3% | Reduced |
| WestHill Financial Advisors, Inc. | 1,191 | $226.6K | 0.07% | −42−3.4% | Reduced |
| Telemus Capital, LLC | 1,196 | $227.6K | 0.02% | −223−15.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $228.4K | 0.01% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,200 | $228.4K | 0.56% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,200 | $228.4K | 0.08% | 00.0% | Unchanged |
| Perpetual Ltd | 1,200 | $228.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $228.4K | 0.08% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $228.4K | 0.16% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,202 | $228.7K | 0.03% | −27−2.2% | Reduced |
| Nations Financial Group Inc, | 1,203 | $228.9K | 0.02% | −139−10.4% | Reduced |
| Bristlecone Advisors, LLC | 1,203 | $228.9K | 0.03% | +59+5.2% | Added |
| Evoke Wealth, LLC | 1,205 | $229.3K | 0.01% | +1,205 | New |
| First Nebraska Trust Co | 1,206 | $229.5K | 0.03% | +1,206 | New |
| Ameritas Advisory Services, LLC | 1,209 | $230.1K | 0.01% | +1,209 | New |
| Middleton & Co Inc | 1,210 | $230.3K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,211 | $230.5K | 0.14% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,220 | $232.2K | 0.00% | +19+1.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,228 | $233.7K | 0.01% | +70+6.0% | Added |
| Pointe Capital Management LLC | 1,229 | $233.9K | 0.18% | +9+0.7% | Added |
| Northside Capital Management, LLC | 1,235 | $235.0K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,247 | $237.4K | 0.01% | +100+8.7% | Added |
| Dempze Nancy E | 1,250 | $237.9K | 0.21% | −105−7.7% | Reduced |
| Twin Focus Capital Partners, LLC | 1,253 | $238.5K | 0.05% | −421−25.1% | Reduced |
| Everett Harris & Co | 1,262 | $240.2K | 0.00% | +33+2.7% | Added |
| Vista Wealth Management Group, LLC | 1,267 | $241.0K | 0.02% | −2−0.2% | Reduced |
| Lindbrook Capital, LLC | 1,270 | $241.7K | 0.03% | +85+7.2% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $243.0K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,267 | $243.2K | 0.07% | +52+4.3% | Added |
| Thrive Capital Management, LLC | 1,279 | $243.4K | 0.13% | +1+0.1% | Added |
| Brown Shipley& Co Ltd | 1,284 | $244.3K | 0.13% | −264−17.1% | Reduced |
| Rockland Trust Co | 1,288 | $245.1K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,293 | $246.1K | 0.14% | +96+8.0% | Added |
| Catalyst Financial Partners LLC | 1,294 | $246.2K | 0.08% | +109+9.2% | Added |
| Drive Wealth Management, LLC | 1,300 | $247.4K | 0.09% | +83+6.8% | Added |
| Alta Advisers Ltd | 1,300 | $247.4K | 0.14% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,304 | $248.2K | 0.06% | +1,304 | New |
| Riverwater Partners LLC | 1,312 | $249.7K | 0.23% | −141−9.7% | Reduced |
| Childress Capital Advisors, LLC | 1,313 | $249.9K | 0.08% | +1,313 | New |
| EP Wealth Advisors, LLC | 1,316 | $250.5K | 0.00% | +1,316 | New |
| Redwood Investment Management, LLC | 1,321 | $251.0K | 0.02% | +1,321 | New |
| Nwam LLC | 1,324 | $252.1K | 0.03% | −302−18.6% | Reduced |
| Spartan Planning & Wealth Management | 1,332 | $253.5K | 0.30% | +1,332 | New |
| Farmers & Merchants Investments Inc | 1,338 | $254.6K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,345 | $255.9K | 0.00% | +22+1.7% | Added |
| Alphadyne Asset Management LP | 1,345 | $256.0K | 0.12% | +1,345 | New |
| Vicus Capital | 1,346 | $256.2K | 0.03% | +1,346 | New |
| Rice Hall James & Associates, LLC | 1,350 | $256.9K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $256.9K | 0.09% | 00.0% | Unchanged |
| Glenview Trust Co | 1,355 | $257.9K | 0.01% | −26−1.9% | Reduced |
| Joel Isaacson & Co., LLC | 1,361 | $259.0K | 0.02% | −9−0.7% | Reduced |
| ORG Partners LLC | 1,364 | $259.6K | 0.08% | +1,364 | New |
| Umb Bank N A | 1,365 | $259.8K | 0.00% | +76+5.9% | Added |
| Central Trust Co | 1,373 | $261.3K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,376 | $261.9K | 0.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,376 | $261.9K | 0.01% | +6+0.4% | Added |
| Aprio Wealth Management, LLC | 1,384 | $263.3K | 0.07% | +1,384 | New |
| Capital Wealth Planning, LLC | 1,400 | $266.4K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,415 | $269.3K | 0.09% | −740−34.3% | Reduced |
| L2 Asset Management, LLC | 144 | $270.6K | 0.13% | −1,134−88.7% | Reduced |
| Diligent Investors, LLC | 1,425 | $271.2K | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 1,426 | $271.4K | 0.01% | −8−0.6% | Reduced |
| PFS Partners, LLC | 1,434 | $272.9K | 0.24% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,435 | $273.1K | 0.04% | −73−4.8% | Reduced |