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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 7,744 | $1.47M | 0.05% | +177+2.3% | Added |
| Mount Yale Investment Advisors, LLC | 7,789 | $1.48M | 0.16% | −194−2.4% | Reduced |
| PFG Advisors | 7,810 | $1.49M | 0.13% | −1,085−12.2% | Reduced |
| Desjardins Global Asset Management Inc. | 7,830 | $1.49M | 0.16% | +636+8.8% | Added |
| Missouri Trust & Investment Co | 7,837 | $1.49M | 0.67% | +2,122+37.1% | Added |
| HB Wealth Management, LLC | 7,883 | $1.50M | 0.02% | +1,421+22.0% | Added |
| Relyea Zuckerberg Hanson LLC | 7,975 | $1.52M | 0.35% | −464−5.5% | Reduced |
| Enterprise Bank & Trust Co | 7,985 | $1.52M | 0.63% | −4−0.1% | Reduced |
| Machina Capital S.A.S. | 8,129 | $1.55M | 0.87% | +4,859+148.6% | Added |
| Chesley Taft & Associates LLC | 8,140 | $1.55M | 0.10% | −555−6.4% | Reduced |
| Banco Santander, S.A. | 8,142 | $1.55M | 0.02% | +350+4.5% | Added |
| LS Investment Advisors, LLC | 8,258 | $1.57M | 0.30% | 00.0% | Unchanged |
| L & S Advisors Inc | 8,293 | $1.58M | 0.23% | +8,293 | New |
| Resources Investment Advisors, LLC. | 8,350 | $1.59M | 0.03% | +1,489+21.7% | Added |
| Qtron Investments LLC | 8,398 | $1.60M | 0.30% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,411 | $1.60M | 0.03% | −103−1.2% | Reduced |
| Bartlett & Co. LLC | 8,411 | $1.60M | 0.03% | −103−1.2% | Reduced |
| Westpac Banking Corp | 8,502 | $1.62M | 0.12% | −7,252−46.0% | Reduced |
| Neville Rodie & Shaw Inc | 8,530 | $1.62M | 0.14% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 8,534 | $1.62M | 0.43% | +95+1.1% | Added |
| Quadrant Capital Group LLC | 8,688 | $1.65M | 0.17% | +762+9.6% | Added |
| Fiduciary Trust Co | 8,752 | $1.67M | 0.03% | −20−0.2% | Reduced |
| Magnetar Financial LLC | 8,829 | $1.68M | 0.04% | +8,829 | New |
| RMR Wealth Builders | 8,848 | $1.68M | 0.27% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,930 | $1.70M | 0.03% | +124+1.4% | Added |
| Wealth Alliance | 8,935 | $1.70M | 0.27% | −595−6.2% | Reduced |
| Cary Street Partners Asset Management LLC | 8,958 | $1.70M | 0.32% | −227−2.5% | Reduced |
| Wealthcare Advisory Partners LLC | 8,963 | $1.71M | 0.08% | −104−1.1% | Reduced |
| Signaturefd, LLC | 9,086 | $1.73M | 0.05% | +548+6.4% | Added |
| Merit Financial Group, LLC | 9,089 | $1.73M | 0.06% | +3,220+54.9% | Added |
| Clifford Swan Investment Counsel LLC | 9,109 | $1.73M | 0.07% | −600−6.2% | Reduced |
| Mission Wealth Management, LP | 9,332 | $1.78M | 0.07% | +145+1.6% | Added |
| Grimes & Company, Inc. | 9,435 | $1.80M | 0.07% | +30+0.3% | Added |
| Belpointe Asset Management LLC | 9,482 | $1.80M | 0.19% | +3,543+59.7% | Added |
| Balentine LLC | 9,483 | $1.80M | 0.06% | +186+2.0% | Added |
| Courier Capital LLC | 9,489 | $1.81M | 0.15% | −391−4.0% | Reduced |
| Moneta Group Investment Advisors LLC | 9,495 | $1.81M | 0.04% | −100−1.0% | Reduced |
| Greenleaf Trust | 9,516 | $1.81M | 0.02% | +228+2.5% | Added |
| Vectors Research Management, LLC | 10,258 | $1.83M | 0.59% | −434−4.1% | Reduced |
| Brighton Jones LLC | 9,635 | $1.83M | 0.09% | −338−3.4% | Reduced |
| Veriti Management LLC | 9,650 | $1.84M | 0.21% | −13−0.1% | Reduced |
| Delap Wealth Advisory, LLC | 9,682 | $1.84M | 1.78% | +9+0.1% | Added |
| Pensionfund Sabic | 9,700 | $1.85M | 0.65% | −1,000−9.3% | Reduced |
| Chatham Capital Group, Inc. | 9,710 | $1.85M | 0.41% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,764 | $1.86M | 0.02% | +1,764+22.1% | Added |
| Tealwood Asset Management Inc | 9,856 | $1.88M | 0.96% | +112+1.1% | Added |
| MAI Capital Management | 9,896 | $1.88M | 0.03% | +1,352+15.8% | Added |
| Exchange Traded Concepts, LLC | 9,919 | $1.89M | 0.05% | +9,887+30,896.9% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.90M | 0.09% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,058 | $1.91M | 0.05% | +285+2.9% | Added |
| Beverly Hills Private Wealth, LLC | 10,077 | $1.92M | 0.57% | −10,373−50.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,114 | $1.92M | 0.12% | +925+10.1% | Added |
| Hills Bank & Trust Co | 10,121 | $1.93M | 0.22% | −981−8.8% | Reduced |
| Bishop Rock Capital, L.P. | 10,153 | $1.93M | 7.94% | −17,400−63.2% | Reduced |
| First National Trust Co | 10,368 | $1.97M | 0.09% | −1,623−13.5% | Reduced |
| Raymond James Trust N.A. | 10,384 | $1.98M | 0.06% | −371−3.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,417 | $1.98M | 0.67% | −206−1.9% | Reduced |
| Front Row Advisors LLC | 10,492 | $2.00M | 0.92% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,534 | $2.00M | 0.01% | +1,522+16.9% | Added |
| Park Avenue Securities LLC | 10,589 | $2.02M | 0.03% | +277+2.7% | Added |
| Capital Asset Advisory Services LLC | 10,461 | $2.02M | 0.14% | +1,408+15.6% | Added |
| Transcend Wealth Collective, LLC | 10,760 | $2.05M | 0.20% | −830−7.2% | Reduced |
| Wetherby Asset Management Inc | 10,860 | $2.07M | 0.12% | −70−0.6% | Reduced |
| Kinsale Capital Group, Inc. | 10,952 | $2.08M | 1.18% | +1,641+17.6% | Added |
| Jefferies Financial Group Inc. | 11,000 | $2.09M | 0.05% | −5,415−33.0% | Reduced |
| GTS Securities LLC | 11,036 | $2.10M | 0.04% | +2,471+28.8% | Added |
| Venture Visionary Partners LLC | 11,178 | $2.13M | 0.13% | +17+0.2% | Added |
| Ritholtz Wealth Management | 11,263 | $2.14M | 0.10% | +4,337+62.6% | Added |
| Howland Capital Management LLC | 11,430 | $2.18M | 0.13% | 00.0% | Unchanged |
| Icon Advisers Inc | 11,500 | $2.18M | 0.54% | 00.0% | Unchanged |
| Heritage Trust Co | 11,695 | $2.23M | 0.35% | −17−0.1% | Reduced |
| WSFS Capital Management, LLC | 11,729 | $2.23M | 0.15% | +1,262+12.1% | Added |
| Vident Advisory, LLC | 11,784 | $2.24M | 0.07% | +11,784 | New |
| Verition Fund Management LLC | 11,943 | $2.27M | 0.03% | +2,706+29.3% | Added |
| Girard Partners Ltd. | 11,988 | $2.28M | 0.26% | −865−6.7% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $2.28M | 1.29% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $2.28M | 1.61% | −4,000−25.0% | Reduced |
| Quantinno Capital Management LP | 12,029 | $2.29M | 0.10% | +4,026+50.3% | Added |
| Te Ahumairangi Investment Management Ltd | 12,114 | $2.31M | 0.37% | −5,115−29.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,134 | $2.31M | 1.04% | −99−0.8% | Reduced |
| Private Advisor Group, LLC | 12,202 | $2.32M | 0.02% | −517−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 12,536 | $2.39M | 0.03% | +9,227+278.8% | Added |
| Vestmark Advisory Solutions, Inc. | 12,613 | $2.40M | 0.17% | −14,951−54.2% | Reduced |
| Tiaa Trust, National Association | 12,668 | $2.41M | 0.01% | +12,668 | New |
| Private Trust Co NA | 12,756 | $2.43M | 0.32% | −30.0% | Reduced |
| Pegasus Partners Ltd. | 12,808 | $2.44M | 0.34% | +331+2.7% | Added |
| Heritage Wealth Advisors | 12,952 | $2.46M | 0.13% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 12,955 | $2.46M | 0.07% | −1,116−7.9% | Reduced |
| Centiva Capital, LP | 13,070 | $2.49M | 0.12% | +1,917+17.2% | Added |
| Bouvel Investment Partners, LLC | 13,153 | $2.50M | 1.35% | +393+3.1% | Added |
| Axxcess Wealth Management, LLC | 13,244 | $2.52M | 0.09% | +10,022+311.0% | Added |
| Miracle Mile Advisors, LLC | 13,433 | $2.56M | 0.08% | −32−0.2% | Reduced |
| Cetera Investment Advisers | 13,608 | $2.59M | 0.02% | +554+4.2% | Added |
| La Banque Postale Asset Management SA | 13,680 | $2.60M | 0.06% | +2,162+18.8% | Added |
| Kingsview Wealth Management, LLC | 13,699 | $2.61M | 0.09% | +124+0.9% | Added |
| United Services Automobile Association | 13,802 | $2.63M | 0.07% | +1,725+14.3% | Added |
| Bessemer Group Inc | 13,897 | $2.65M | 0.01% | −3,254−19.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,999 | $2.66M | 0.10% | −1,126−7.4% | Reduced |
| Everence Capital Management Inc | 14,120 | $2.69M | 0.21% | 00.0% | Unchanged |
| Shelton Capital Management | 14,149 | $2.69M | 0.10% | 00.0% | Unchanged |