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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 2,002 | $381.0K | 0.06% | +206+11.5% | Added |
| SeaCrest Wealth Management, LLC | 2,010 | $382.5K | 0.05% | −30−1.5% | Reduced |
| Carolinas Wealth Consulting LLC | 2,036 | $386.2K | 0.10% | −14−0.7% | Reduced |
| Moors & Cabot, Inc. | 2,040 | $388.3K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,043 | $388.8K | 0.06% | −16−0.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,055 | $391.1K | 0.02% | +36+1.8% | Added |
| Campbell & CO Investment Adviser LLC | 2,076 | $395.1K | 0.05% | +2,076 | New |
| Israel Discount Bank of New York | 2,078 | $395.4K | 0.33% | −37−1.7% | Reduced |
| Brookstone Capital Management | 2,071 | $395.5K | 0.01% | +55+2.7% | Added |
| Congress Asset Management Co | 2,087 | $397.2K | 0.00% | +2,087 | New |
| Smith & Howard Wealth Management, LLC | 2,100 | $399.6K | 0.14% | −90−4.1% | Reduced |
| Tradewinds, LLC. | 2,103 | $400.2K | 0.23% | +2,103 | New |
| Principal Street Partners, LLC | 2,110 | $401.6K | 0.08% | +2,110 | New |
| Leonteq Securities AG | 2,113 | $402.1K | 0.04% | −687−24.5% | Reduced |
| Financial Advocates Investment Management | 2,113 | $402.2K | 0.03% | −309−12.8% | Reduced |
| IFP Advisors, Inc | 2,116 | $402.8K | 0.02% | +262+14.1% | Added |
| Gilbert & Cook, Inc. | 2,118 | $403.1K | 0.06% | −1,099−34.2% | Reduced |
| Parsons Capital Management Inc | 2,131 | $405.5K | 0.03% | +323+17.9% | Added |
| Asset Management Resources, LLC | 2,141 | $407.4K | 0.25% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,160 | $411.0K | 0.09% | +733+51.4% | Added |
| Ambassador Advisors, LLC | 2,059 | $412.2K | 0.10% | −65−3.1% | Reduced |
| Mairs & Power Inc | 2,172 | $413.3K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,210 | $420.6K | 0.05% | +57+2.6% | Added |
| Choate Investment Advisors | 2,218 | $422.1K | 0.02% | +426+23.8% | Added |
| Allstate Corp | 2,230 | $424.4K | 0.02% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,233 | $424.9K | 0.14% | −65−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 2,241 | $426.5K | 0.02% | −14−0.6% | Reduced |
| David Loasby | 2,235 | $427.2K | 0.05% | +681+43.8% | Added |
| Bank of New Hampshire | 2,261 | $430.3K | 0.13% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 2,284 | $434.6K | 0.75% | −7−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,300 | $438.0K | 0.03% | −29−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,306 | $438.8K | 0.04% | −226−8.9% | Reduced |
| Geller Advisors LLC | 2,308 | $439.2K | 0.05% | −104−4.3% | Reduced |
| Sigma Planning Corp | 2,308 | $439.4K | 0.02% | +103+4.7% | Added |
| Park Place Capital Corp | 2,354 | $448.0K | 0.13% | −245−9.4% | Reduced |
| Aaron Wealth Advisors | 2,356 | $448.3K | 0.06% | −143−5.7% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $448.9K | 0.27% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,375 | $452.0K | 0.02% | −119−4.8% | Reduced |
| Tobam | 2,380 | $453.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 2,386 | $454.1K | 0.07% | 00.0% | Unchanged |
| Core Alternative Capital | 2,395 | $455.7K | 0.07% | +2,018+535.3% | Added |
| InterOcean Capital Group, LLC | 2,398 | $456.3K | 0.01% | +10.0% | Added |
| Pure Financial Advisors, Inc. | 2,405 | $457.7K | 0.02% | +2,405 | New |
| Ashton Thomas Private Wealth, LLC | 2,410 | $458.6K | 0.03% | −84−3.4% | Reduced |
| Meritas Wealth Management, LLC | 2,421 | $460.7K | 0.35% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,422 | $460.9K | 0.50% | +2,422 | New |
| Walter & Keenan Financial Consulting Co | 2,431 | $462.6K | 0.18% | 00.0% | Unchanged |
| Fluent Financial, LLC | 2,435 | $463.4K | 0.25% | +2,435 | New |
| Aberdeen Wealth Management LLC | 2,436 | $463.6K | 0.35% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $465.0K | 0.07% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $466.8K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,454 | $467.0K | 0.18% | −1,339−35.3% | Reduced |
| Deseret Mutual Benefit Administrators | 2,491 | $474.0K | 0.23% | −279−10.1% | Reduced |
| Forum Financial Management, LP | 2,509 | $477.5K | 0.01% | −105−4.0% | Reduced |
| Stockman Wealth Management, Inc. | 2,518 | $479.2K | 0.11% | +8+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,520 | $479.6K | 0.17% | +2,520 | New |
| Tower Bridge Advisors | 2,535 | $482.4K | 0.04% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,538 | $482.9K | 0.05% | −60−2.3% | Reduced |
| Essex Financial Services, Inc. | 2,538 | $483.0K | 0.06% | −7−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,545 | $484.3K | 0.21% | −31−1.2% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $486.4K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,560 | $487.2K | 0.03% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,570 | $489.0K | 0.09% | −504−16.4% | Reduced |
| Sage Mountain Advisors LLC | 2,573 | $489.6K | 0.07% | +72+2.9% | Added |
| Connectus Wealth, LLC | 2,570 | $489.7K | 0.01% | −82−3.1% | Reduced |
| Foundations Investment Advisors, LLC | 2,580 | $491.0K | 0.02% | +86+3.4% | Added |
| Drake & Associates, LLC | 2,588 | $492.5K | 0.22% | +301+13.2% | Added |
| IHT Wealth Management, LLC | 2,595 | $493.8K | 0.03% | +414+19.0% | Added |
| REDW Wealth LLC | 2,600 | $494.8K | 0.15% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,609 | $496.5K | 0.29% | 00.0% | Unchanged |
| Boston Research & Management Inc | 2,620 | $498.0K | 0.15% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 2,621 | $498.8K | 0.01% | −2,215−45.8% | Reduced |
| Capital Advisors Inc | 2,622 | $498.9K | 0.01% | −2−0.1% | Reduced |
| TownSquare Capital, LLC | 2,641 | $502.6K | 0.01% | +796+43.1% | Added |
| James Hambro & Partners | 2,645 | $503.4K | 0.03% | −240−8.3% | Reduced |
| CWA Asset Management Group, LLC | 2,652 | $504.8K | 0.04% | +353+15.4% | Added |
| Lincoln National Corp | 2,683 | $510.6K | 0.01% | −7,547−73.8% | Reduced |
| Prestige Wealth Management Group LLC | 2,690 | $511.9K | 0.13% | +1,302+93.8% | Added |
| Founders Financial Securities LLC | 2,736 | $520.7K | 0.07% | +7+0.3% | Added |
| X-Square Capital, LLC | 2,785 | $524.0K | 0.35% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,759 | $525.0K | 0.04% | +2,759 | New |
| Csenge Advisory Group | 2,809 | $534.5K | 0.04% | +151+5.7% | Added |
| Requisite Capital Management, LLC | 2,809 | $534.6K | 0.14% | +2,809 | New |
| Wealthspire Advisors, LLC | 2,813 | $535.3K | 0.01% | +1,613+134.4% | Added |
| NorthRock Partners, LLC | 2,822 | $537.0K | 0.06% | +315+12.6% | Added |
| Eads & Heald Wealth Management | 2,830 | $539.0K | 0.28% | −70−2.4% | Reduced |
| Kearns & Associates LLC | 2,860 | $544.3K | 0.51% | 00.0% | Unchanged |
| Maven Securities LTD | 2,860 | $544.3K | 0.06% | +2,860 | New |
| Proficio Capital Partners LLC | 2,863 | $544.8K | 0.07% | +96+3.5% | Added |
| Strid Group, LLC | 2,864 | $545.0K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,865 | $545.2K | 0.20% | −2−0.1% | Reduced |
| Sentry Investment Management LLC | 2,868 | $546.0K | 0.26% | −651−18.5% | Reduced |
| Gladius Capital Management LP | 2,911 | $553.7K | 0.16% | +1,188+68.9% | Added |
| Penobscot Investment Management Company, Inc. | 2,910 | $553.8K | 0.08% | +2,910 | New |
| Montag A & Associates Inc | 2,927 | $557.0K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,969 | $565.0K | 0.02% | +993+50.3% | Added |
| Archvest Wealth Advisors, Inc. | 2,987 | $568.4K | 0.46% | −315−9.5% | Reduced |
| North Star Asset Management Inc | 3,016 | $573.9K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,037 | $577.9K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,039 | $578.3K | 0.09% | +523+20.8% | Added |