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 |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 1,439 | $273.8K | 0.20% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 1,444 | $274.8K | 0.07% | +42+3.0% | Added |
| Columbia Trust Co 01012016 | 1,460 | $277.8K | 0.16% | +83+6.0% | Added |
| Veracity Capital LLC | 1,465 | $278.8K | 0.13% | +2+0.1% | Added |
| Arkadios Wealth Advisors | 1,478 | $281.2K | 0.03% | +1,478 | New |
| Dillon & Associates Inc | 1,500 | $285.0K | 0.05% | −17−1.1% | Reduced |
| Boothbay Fund Management, LLC | 1,503 | $286.0K | 0.01% | −13,447−89.9% | Reduced |
| Wesbanco Bank Inc | 1,505 | $286.4K | 0.01% | −4,599−75.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,512 | $287.7K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 1,515 | $288.0K | 0.05% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,519 | $289.0K | 0.26% | +1,519 | New |
| Evergreen Capital Management LLC | 1,524 | $290.0K | 0.01% | +38+2.6% | Added |
| Merrion Investment Management Co, LLC | 1,531 | $291.3K | 0.25% | +1,531 | New |
| Continuum Advisory, LLC | 1,532 | $291.5K | 0.05% | −20−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,536 | $292.3K | 0.01% | +1,536 | New |
| XTX Topco Ltd | 1,539 | $292.9K | 0.05% | −2,108−57.8% | Reduced |
| Detalus Advisors, LLC | 1,541 | $293.3K | 0.14% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,551 | $295.2K | 0.01% | +354+29.6% | Added |
| Bailard, Inc. | 1,555 | $295.9K | 0.01% | −24−1.5% | Reduced |
| Arete Wealth Advisors, LLC | 1,558 | $296.5K | 0.05% | +71+4.8% | Added |
| Appleton Partners Inc | 1,566 | $298.0K | 0.03% | 00.0% | Unchanged |
| Advisory Research Inc | 1,571 | $299.0K | 0.04% | −25−1.6% | Reduced |
| Kessler Investment Group, LLC | 1,572 | $299.2K | 0.25% | −31−1.9% | Reduced |
| Gateway Advisory, LLC | 1,572 | $299.2K | 0.06% | +1,572 | New |
| Carret Asset Management, LLC | 1,580 | $300.7K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $300.7K | 0.07% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,582 | $301.0K | 0.35% | −31−1.9% | Reduced |
| Provence Wealth Management Group | 1,584 | $301.4K | 0.18% | +275+21.0% | Added |
| Trust Co of Virginia | 1,585 | $301.6K | 0.03% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,588 | $302.2K | 0.10% | +4+0.3% | Added |
| Colonial Trust Co | 1,549 | $303.1K | 0.07% | +59+4.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,597 | $303.8K | 0.07% | −30−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,601 | $304.7K | 0.03% | −13−0.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,607 | $305.0K | 0.17% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,604 | $305.3K | 0.04% | +181+12.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $306.2K | 0.20% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,610 | $306.3K | 0.02% | −4−0.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,611 | $306.6K | 0.04% | −53−3.2% | Reduced |
| Investment Partners, Ltd. | 1,612 | $306.8K | 0.16% | +1,612 | New |
| Fayez Sarofim & Co | 1,614 | $307.1K | 0.00% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 1,625 | $309.0K | 0.09% | +2+0.1% | Added |
| Meridian Wealth Advisors, LLC | 1,634 | $310.9K | 0.08% | +1+0.1% | Added |
| Ledyard National Bank | 1,635 | $311.1K | 0.04% | −12−0.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,640 | $312.1K | 0.08% | −356−17.8% | Reduced |
| Bank of Nova Scotia Trust Co | 1,646 | $313.2K | 0.04% | −503−23.4% | Reduced |
| Norris Perne & French LLP | 1,650 | $314.0K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,628 | $314.9K | 0.04% | −10−0.6% | Reduced |
| Stiles Financial Services Inc | 1,659 | $315.7K | 0.16% | −1,444−46.5% | Reduced |
| Sterling Group Wealth Management, LLC | 1,660 | $315.9K | 0.30% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,675 | $318.8K | 0.04% | +1,675 | New |
| Kinloch Capital, LLC | 1,682 | $320.1K | 0.20% | −24−1.4% | Reduced |
| Prospera Financial Services Inc | 1,676 | $320.1K | 0.01% | +279+20.0% | Added |
| Jarislowsky, Fraser Ltd | 1,700 | $323.5K | 0.00% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,725 | $328.3K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 1,730 | $329.2K | 0.04% | +397+29.8% | Added |
| Brevan Howard Capital Management LP | 1,740 | $331.1K | 0.10% | +1,740 | New |
| Dynamic Technology Lab Private Ltd | 1,747 | $332.0K | 0.03% | +1,747 | New |
| Massmutual Trust Co FSB | 1,752 | $333.4K | 0.01% | +180+11.5% | Added |
| AdvisorNet Financial, Inc | 1,759 | $334.7K | 0.03% | −108−5.8% | Reduced |
| EagleClaw Capital Managment, LLC | 1,763 | $335.5K | 0.08% | −200−10.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,775 | $337.8K | 0.20% | −46−2.5% | Reduced |
| Optas, LLC | 1,776 | $338.0K | 0.11% | +25+1.4% | Added |
| New Hampshire Trust | 1,778 | $338.4K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,779 | $338.6K | 0.01% | +147+9.0% | Added |
| Modera Wealth Management, LLC | 1,781 | $338.9K | 0.01% | +114+6.8% | Added |
| Advance Capital Management, Inc. | 1,784 | $339.5K | 0.03% | +1,784 | New |
| Westover Capital Advisors, LLC | 1,790 | $340.6K | 0.12% | −110−5.8% | Reduced |
| Independent Advisor Alliance | 1,793 | $341.3K | 0.02% | +1+0.1% | Added |
| Cassady Schiller Wealth Management, LLC | 1,798 | $342.2K | 0.19% | +33+1.9% | Added |
| Litman Gregory Asset Management LLC | 1,800 | $342.5K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,800 | $342.5K | 0.12% | 00.0% | Unchanged |
| RDA Financial Network | 1,804 | $343.3K | 0.15% | +100+5.9% | Added |
| Humankind Investments LLC | 1,805 | $343.5K | 0.14% | −102−5.3% | Reduced |
| Ewa, LLC | 1,724 | $345.0K | 0.22% | +140+8.8% | Added |
| Cambridge Trust Co | 1,816 | $345.6K | 0.02% | +35+2.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,819 | $347.0K | 0.05% | −238−11.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,827 | $347.7K | 0.09% | −11−0.6% | Reduced |
| Benjamin Edwards Inc | 1,837 | $350.0K | 0.08% | +115+6.7% | Added |
| Edgestream Partners, L.P. | 1,855 | $353.0K | 0.03% | +1,855 | New |
| First Citizens Bank & Trust Co | 1,856 | $353.2K | 0.01% | +388+26.4% | Added |
| Hall Laurie J Trustee | 1,860 | $355.0K | 0.15% | −350−15.8% | Reduced |
| Abner Herrman & Brock LLC | 1,870 | $356.0K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,881 | $358.0K | 0.16% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,926 | $358.3K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,894 | $360.4K | 0.03% | +199+11.7% | Added |
| Journey Advisory Group, LLC | 1,920 | $365.4K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 1,923 | $366.0K | 0.06% | −2,627−57.7% | Reduced |
| Legacy Financial Advisors, Inc. | 1,927 | $366.7K | 0.07% | +127+7.1% | Added |
| Fisher Asset Management, LLC | 1,929 | $367.1K | 0.00% | −1,352−41.2% | Reduced |
| Trust Co of Toledo NA | 1,934 | $368.0K | 0.07% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,939 | $369.0K | 0.05% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,953 | $371.7K | 0.04% | −21−1.1% | Reduced |
| Davis R M Inc | 1,953 | $372.0K | 0.01% | +6+0.3% | Added |
| Wallace Capital Management Inc. | 1,960 | $373.0K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,970 | $375.0K | 0.02% | −51−2.5% | Reduced |
| Cahaba Wealth Management, Inc. | 1,981 | $377.0K | 0.04% | +1+0.1% | Added |
| Roble, Belko & Company, Inc | 1,987 | $378.0K | 0.08% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,988 | $378.3K | 0.14% | −737−27.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,996 | $379.8K | 0.03% | −836−29.5% | Reduced |
| S&CO Inc | 2,000 | $380.0K | 0.03% | 00.0% | Unchanged |