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 |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 3,062 | $583.0K | 0.20% | +3,062 | New |
| Baader Bank INC | 3,073 | $584.7K | 0.05% | +3,073 | New |
| Level Four Advisory Services, LLC | 3,074 | $585.1K | 0.04% | +38+1.3% | Added |
| Strategic Blueprint, LLC | 3,089 | $587.9K | 0.05% | +7+0.2% | Added |
| Adviser Investments LLC | 3,101 | $590.1K | 0.01% | +22+0.7% | Added |
| Defined Wealth Management, LLC | 3,113 | $592.4K | 0.51% | +16+0.5% | Added |
| Summit Global Investments | 3,125 | $595.0K | 0.04% | −188−5.7% | Reduced |
| Waller Financial Planning Group, Inc | 3,146 | $598.6K | 0.17% | +12+0.4% | Added |
| Bill Few Associates, Inc. | 3,150 | $599.4K | 0.31% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,158 | $601.0K | 0.04% | +8+0.3% | Added |
| Integrated Wealth Concepts LLC | 3,190 | $607.1K | 0.01% | +21+0.7% | Added |
| Duncker Streett & Co Inc | 3,200 | $609.0K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,201 | $609.1K | 0.02% | +428+15.4% | Added |
| AMG National Trust Bank | 3,204 | $609.7K | 0.02% | −15−0.5% | Reduced |
| Waldron Private Wealth LLC | 3,237 | $616.0K | 0.03% | +195+6.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $617.3K | 0.11% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $618.5K | 0.11% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,259 | $620.0K | 0.10% | +2+0.1% | Added |
| Empower Advisory Group, LLC | 3,286 | $625.4K | 0.00% | +193+6.2% | Added |
| Thrive Wealth Management, LLC | 3,292 | $626.5K | 0.17% | +95+3.0% | Added |
| Gladstone Institutional Advisory LLC | 3,295 | $627.1K | 0.04% | −267−7.5% | Reduced |
| Ostrum Asset Management | 3,392 | $645.5K | 0.06% | −2,870−45.8% | Reduced |
| Buckley Wealth Management, LLC | 3,396 | $646.3K | 0.24% | −952−21.9% | Reduced |
| Harvest Fund Management Co., Ltd | 3,399 | $647.0K | 0.11% | +2,591+320.7% | Added |
| Hilltop Holdings Inc. | 3,428 | $652.3K | 0.08% | −219−6.0% | Reduced |
| Chesapeake Asset Management LLC | 3,463 | $659.0K | 0.64% | +416+13.7% | Added |
| Kathmere Capital Management, LLC | 3,470 | $660.3K | 0.10% | +827+31.3% | Added |
| HRT Financial LP | 3,481 | $662.0K | 0.01% | −31,629−90.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,480 | $662.2K | 0.34% | −437−11.2% | Reduced |
| Dakota Wealth Management | 3,484 | $663.0K | 0.03% | −557−13.8% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $666.0K | 0.17% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $666.0K | 0.29% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,514 | $668.7K | 0.09% | −25−0.7% | Reduced |
| Nicolet Bankshares Inc | 3,518 | $669.5K | 0.21% | −2,041−36.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,536 | $672.9K | 0.01% | −110−3.0% | Reduced |
| AIA Group Ltd | 3,576 | $680.5K | 0.03% | +3,576 | New |
| Shira Ridge Wealth Management | 3,590 | $683.2K | 0.45% | −2−0.1% | Reduced |
| UniSuper Management Pty Ltd | 3,600 | $685.1K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 3,604 | $685.8K | 0.06% | +67+1.9% | Added |
| McAdam, LLC | 3,631 | $691.0K | 0.06% | −523−12.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,647 | $694.0K | 0.10% | +36+1.0% | Added |
| Spire Wealth Management | 3,656 | $695.8K | 0.03% | +2,558+233.0% | Added |
| Hutchinson Capital Management | 3,718 | $707.5K | 0.17% | −24−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,724 | $708.7K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 3,728 | $709.4K | 0.03% | −40−1.1% | Reduced |
| JSF Financial, LLC | 3,733 | $710.4K | 0.28% | −15−0.4% | Reduced |
| Kenfarb & Co. | 3,755 | $714.6K | 0.65% | −100−2.6% | Reduced |
| Ellevest, Inc. | 3,758 | $715.1K | 0.05% | +109+3.0% | Added |
| Mirabella Financial Services LLP | 3,779 | $719.1K | 0.10% | +199+5.6% | Added |
| First Manhattan Co | 3,788 | $720.9K | 0.00% | +12+0.3% | Added |
| VeraBank, N.A. | 3,790 | $721.2K | 0.28% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,853 | $733.2K | 0.03% | +298+8.4% | Added |
| Atlas Private Wealth Management | 3,871 | $736.7K | 0.40% | +270+7.5% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $740.5K | 0.18% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,908 | $743.7K | 0.25% | +46+1.2% | Added |
| Sequoia Financial Advisors, LLC | 3,914 | $744.9K | 0.01% | +191+5.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,925 | $746.9K | 0.08% | −51−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,943 | $750.4K | 0.02% | +850+27.5% | Added |
| Fiducient Advisors LLC | 3,978 | $757.0K | 0.04% | +3,978 | New |
| Bryn Mawr Trust Co | 3,978 | $757.0K | 0.03% | −140−3.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,983 | $758.0K | 0.01% | +13+0.3% | Added |
| Two Sigma Securities, LLC | 3,989 | $759.1K | 0.04% | +2,787+231.9% | Added |
| GM Advisory Group, Inc. | 3,999 | $761.0K | 0.06% | +13+0.3% | Added |
| Toews Corp | 4,000 | $761.2K | 0.46% | +4,000 | New |
| Atlantic Union Bankshares Corp | 4,028 | $766.5K | 0.08% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,033 | $767.5K | 0.02% | −37−0.9% | Reduced |
| Western Wealth Management, LLC | 4,033 | $767.5K | 0.06% | +28+0.7% | Added |
| Gateway Investment Advisers LLC | 4,068 | $774.1K | 0.01% | −89−2.1% | Reduced |
| Stephens Inc | 4,098 | $779.8K | 0.01% | −199−4.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,098 | $780.0K | 0.08% | −77−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 4,154 | $790.5K | 0.27% | +201+5.1% | Added |
| Amplius Wealth Advisors, LLC | 4,161 | $791.8K | 0.11% | +301+7.8% | Added |
| Dark Forest Capital Management LP | 4,182 | $795.8K | 0.07% | +4,182 | New |
| Moloney Securities Asset Management, LLC | 4,187 | $796.8K | 0.14% | +4,187 | New |
| Personal Cfo Solutions, LLC | 4,205 | $800.2K | 0.16% | +2,898+221.7% | Added |
| Versor Investments LP | 4,303 | $818.9K | 0.17% | +4,303 | New |
| V-Square Quantitative Management LLC | 4,312 | $820.6K | 0.36% | +1,342+45.2% | Added |
| West Family Investments, Inc. | 4,379 | $833.3K | 0.29% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,417 | $840.6K | 0.04% | +441+11.1% | Added |
| Sonnipe Ltd | 4,418 | $840.7K | 0.12% | −203−4.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,435 | $844.0K | 0.28% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,436 | $844.2K | 0.08% | +36+0.8% | Added |
| Legacy Capital Wealth Partners, LLC | 4,516 | $859.3K | 0.24% | +4,516 | New |
| We Are One Seven, LLC | 4,544 | $864.7K | 0.07% | −216−4.5% | Reduced |
| JGP Wealth Management, LLC | 4,555 | $866.8K | 0.15% | −52−1.1% | Reduced |
| Charter Trust Co | 4,574 | $870.4K | 0.07% | −142−3.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,588 | $873.1K | 0.11% | +258+6.0% | Added |
| Symmetry Partners, LLC | 4,599 | $875.0K | 0.05% | 00.0% | Unchanged |
| SRN Advisors, LLC | 4,634 | $881.9K | 0.87% | +88+1.9% | Added |
| Capital Investment Advisors, LLC | 4,643 | $883.6K | 0.02% | +4,643 | New |
| Oppenheimer & Co Inc | 4,671 | $888.9K | 0.02% | −56−1.2% | Reduced |
| Integrated Advisors Network LLC | 4,684 | $891.3K | 0.05% | +67+1.5% | Added |
| Vise Technologies, Inc. | 4,694 | $893.3K | 0.22% | +878+23.0% | Added |
| Global Retirement Partners, LLC | 4,693 | $896.8K | 0.05% | +26+0.6% | Added |
| United Capital Financial Advisers, LLC | 4,716 | $897.5K | 0.01% | −3,826−44.8% | Reduced |
| Manchester Capital Management LLC | 4,729 | $899.9K | 0.13% | +194+4.3% | Added |
| Clarius Group, LLC | 4,768 | $907.4K | 0.09% | −1,082−18.5% | Reduced |
| Occudo Quantitative Strategies LP | 4,771 | $907.9K | 0.12% | −12,301−72.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,771 | $908.0K | 0.12% | +9+0.2% | Added |
| Credit Agricole S A | 4,781 | $909.8K | 0.03% | +4,657+3,755.6% | Added |