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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 4,785 | $910.6K | 0.08% | +66+1.4% | Added |
| Allred Capital Management, LLC | 4,851 | $923.2K | 0.46% | −156−3.1% | Reduced |
| KCS Wealth Advisory | 4,893 | $931.1K | 0.40% | −846−14.7% | Reduced |
| Boston Financial Mangement LLC | 4,924 | $937.0K | 0.04% | −42−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 4,963 | $944.5K | 0.04% | +399+8.7% | Added |
| Murphy Pohlad Asset Management LLC | 4,970 | $945.8K | 0.41% | −80−1.6% | Reduced |
| Concord Asset Management, LLC | 4,975 | $946.7K | 0.32% | +4,975 | New |
| SFMG, LLC | 4,985 | $948.6K | 0.10% | −79−1.6% | Reduced |
| Perigon Wealth Management, LLC | 5,034 | $958.0K | 0.04% | −213−4.1% | Reduced |
| HM Payson & Co | 5,037 | $958.5K | 0.02% | +744+17.3% | Added |
| Wade G W & Inc | 5,050 | $961.0K | 0.04% | +5,050 | New |
| Prescott Group Capital Management, L.L.C. | 5,055 | $962.0K | 0.21% | +5,055 | New |
| Concord Wealth Partners | 5,080 | $966.8K | 0.21% | +4,828+1,915.9% | Added |
| Essex Investment Management Co LLC | 5,111 | $972.6K | 0.16% | −68−1.3% | Reduced |
| Empowered Funds, LLC | 5,173 | $984.4K | 0.03% | +1,090+26.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $987.8K | 0.63% | 00.0% | Unchanged |
| Regents of the University of California | 5,200 | $989.6K | 0.13% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 5,211 | $991.7K | 0.13% | +5,211 | New |
| Paulson Wealth Management Inc. | 5,215 | $992.4K | 0.35% | −19−0.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,243 | $997.7K | 0.02% | +2,459+88.3% | Added |
| Cigna Investments Inc | 5,312 | $1.01M | 0.23% | −685−11.4% | Reduced |
| Penserra Capital Management LLC | 5,345 | $1.01M | 0.02% | −311−5.5% | Reduced |
| Bridgefront Capital, LLC | 5,338 | $1.02M | 0.71% | +653+13.9% | Added |
| Douglas Lane & Associates, LLC | 5,345 | $1.02M | 0.02% | −150−2.7% | Reduced |
| Venturi Wealth Management, LLC | 5,408 | $1.03M | 0.08% | −155−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 5,419 | $1.03M | 0.03% | +5,342+6,937.7% | Added |
| Meeder Advisory Services, Inc. | 5,424 | $1.03M | 0.13% | −1,433−20.9% | Reduced |
| Eqis Capital Management, Inc. | 5,426 | $1.03M | 0.13% | +873+19.2% | Added |
| Fox Run Management, L.L.C. | 5,427 | $1.03M | 0.31% | −1,381−20.3% | Reduced |
| CAPROCK Group, Inc. | 5,442 | $1.04M | 0.08% | −1,673−23.5% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,448 | $1.04M | 0.28% | +5,448 | New |
| Dover Advisors, LLC | 5,530 | $1.05M | 1.06% | 00.0% | Unchanged |
| Boltwood Capital Management | 5,582 | $1.06M | 0.39% | −107−1.9% | Reduced |
| Center For Asset Management LLC | 5,612 | $1.07M | 1.07% | −146−2.5% | Reduced |
| Profund Advisors LLC | 5,652 | $1.08M | 0.06% | −278−4.7% | Reduced |
| West Paces Advisors Inc. | 5,671 | $1.08M | 0.34% | −209−3.6% | Reduced |
| Trust Asset Management LLC | 5,677 | $1.08M | 0.12% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,677 | $1.08M | 0.05% | −130−2.2% | Reduced |
| Ironwood Investment Counsel, LLC | 5,700 | $1.08M | 0.26% | +900+18.8% | Added |
| Lester Murray Antman dba SimplyRich | 5,715 | $1.09M | 0.53% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,815 | $1.11M | 0.02% | −3,887−40.1% | Reduced |
| Norway Savings Bank | 5,822 | $1.11M | 0.55% | +5,822 | New |
| Beck Bode, LLC | 5,833 | $1.11M | 0.28% | +246+4.4% | Added |
| Aries Wealth Management | 5,786 | $1.11M | 0.44% | +250+4.5% | Added |
| Parallel Advisors, LLC | 5,879 | $1.12M | 0.04% | −194−3.2% | Reduced |
| Prosperity Financial Group, Inc. | 5,881 | $1.12M | 0.92% | +706+13.6% | Added |
| Boyd Watterson Asset Management LLC | 5,984 | $1.14M | 0.50% | −524−8.1% | Reduced |
| Shell Asset Management Co | 5,998 | $1.14M | 0.05% | +16+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,941 | $1.15M | 0.01% | −1,786−23.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,057 | $1.15M | 0.05% | −166−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 6,072 | $1.16M | 0.02% | +2,632+76.5% | Added |
| United Bank | 6,098 | $1.16M | 0.69% | −241−3.8% | Reduced |
| DF Dent & Co Inc | 6,099 | $1.16M | 0.02% | +30.0% | Added |
| King Luther Capital Management Corp | 6,144 | $1.17M | 0.01% | +1,462+31.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,176 | $1.18M | 0.19% | −132−2.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,212 | $1.18M | 0.03% | +7+0.1% | Added |
| Exchange Bank | 6,247 | $1.19M | 1.14% | −73−1.2% | Reduced |
| Horizon Investments, LLC | 6,273 | $1.19M | 0.04% | +307+5.1% | Added |
| Canandaigua National Bank & Trust Co | 6,261 | $1.19M | 0.19% | +108+1.8% | Added |
| Stokes Family Office, LLC | 6,307 | $1.20M | 0.14% | +446+7.6% | Added |
| Gotham Asset Management, LLC | 6,338 | $1.21M | 0.02% | −21−0.3% | Reduced |
| Citizens Financial Group Inc | 6,340 | $1.21M | 0.05% | −17,921−73.9% | Reduced |
| Aigen Investment Management, LP | 6,364 | $1.21M | 0.23% | −41,627−86.7% | Reduced |
| Nilsine Partners, LLC | 6,380 | $1.21M | 0.18% | −6−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 6,383 | $1.22M | 0.02% | −43−0.7% | Reduced |
| AXS Investments LLC | 6,389 | $1.22M | 0.31% | −497−7.2% | Reduced |
| Checchi Capital Advisers, LLC | 6,425 | $1.22M | 0.11% | −158−2.4% | Reduced |
| TrimTabs Asset Management, LLC | 6,431 | $1.22M | 0.65% | −175−2.6% | Reduced |
| Citizens & Northern Corp | 6,467 | $1.23M | 0.49% | −236−3.5% | Reduced |
| Gries Financial LLC | 6,478 | $1.23M | 0.33% | +348+5.7% | Added |
| Edgemoor Investment Advisors, Inc. | 6,499 | $1.24M | 0.15% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,518 | $1.24M | 0.60% | +27+0.4% | Added |
| Pinnacle Associates Ltd | 6,537 | $1.24M | 0.02% | −68−1.0% | Reduced |
| Wedmont Private Capital | 6,518 | $1.26M | 0.13% | +750+13.0% | Added |
| Smithfield Trust Co | 6,672 | $1.27M | 0.08% | +29+0.4% | Added |
| Syon Capital LLC | 6,749 | $1.28M | 0.16% | +6,749 | New |
| Arden Trust Co | 6,809 | $1.30M | 0.22% | −232−3.3% | Reduced |
| Wintrust Investments LLC | 6,854 | $1.30M | 0.14% | −410−5.6% | Reduced |
| Axq Capital, LP | 6,900 | $1.31M | 0.46% | +6,900 | New |
| Fund Management at Engine No. 1 LLC | 7,066 | $1.34M | 0.21% | +624+9.7% | Added |
| RCS Financial Planning, LLC | 7,155 | $1.36M | 1.04% | +10.0% | Added |
| Ballentine Partners, LLC | 7,181 | $1.37M | 0.03% | +1,504+26.5% | Added |
| Toroso Investments, LLC | 7,184 | $1.37M | 0.04% | +375+5.5% | Added |
| Comerica Securities,inc. | 7,244 | $1.38M | 0.11% | −981−11.9% | Reduced |
| DFPG Investments, LLC | 6,990 | $1.38M | 0.13% | −1,109−13.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,304 | $1.39M | 0.02% | +10+0.1% | Added |
| Summit Financial, LLC | 7,304 | $1.39M | 0.10% | −164−2.2% | Reduced |
| Coldstream Capital Management Inc | 7,366 | $1.40M | 0.05% | −42−0.6% | Reduced |
| D.A. Davidson & Co. | 7,371 | $1.40M | 0.02% | −73−1.0% | Reduced |
| Clearstead Advisors, LLC | 7,405 | $1.41M | 0.09% | −6−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,452 | $1.42M | 0.28% | +20.0% | Added |
| Bellwether Advisors, LLC | 7,466 | $1.42M | 0.39% | +7,466 | New |
| Banque Cantonale Vaudoise | 7,514 | $1.43M | 0.07% | +420+5.9% | Added |
| DoubleLine ETF Adviser LP | 7,607 | $1.45M | 0.52% | +464+6.5% | Added |
| TD Private Client Wealth LLC | 7,649 | $1.46M | 0.06% | −421−5.2% | Reduced |
| Evercore Wealth Management, LLC | 7,667 | $1.46M | 0.03% | −852−10.0% | Reduced |
| LMCG Investments, LLC | 7,683 | $1.46M | 0.10% | −240−3.0% | Reduced |
| Wimmer Associates 1, LLC | 7,691 | $1.46M | 0.91% | −364−4.5% | Reduced |
| Lantz Financial LLC | 7,720 | $1.47M | 0.58% | +30+0.4% | Added |
| TCTC Holdings, LLC | 7,738 | $1.47M | 0.06% | 00.0% | Unchanged |