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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 14,365 | $2.73M | 0.02% | +40.0% | Added |
| HBK Sorce Advisory LLC | 14,510 | $2.76M | 0.12% | +306+2.2% | Added |
| Vinva Investment Management Ltd | 14,396 | $2.78M | 0.27% | −342−2.3% | Reduced |
| South Dakota Investment Council | 14,668 | $2.79M | 0.06% | −1,324−8.3% | Reduced |
| Freestone Capital Holdings, LLC | 14,831 | $2.82M | 0.15% | −357−2.4% | Reduced |
| Sumitomo Life Insurance Co | 14,904 | $2.84M | 0.08% | +387+2.7% | Added |
| Bridgewater Associates, LP | 14,990 | $2.85M | 0.02% | +14,990 | New |
| Ronald Blue Trust, Inc. | 15,199 | $2.86M | 0.04% | +1,064+7.5% | Added |
| Sustainable Insight Capital Management, LLC | 15,042 | $2.86M | 2.81% | +15,042 | New |
| Lindenwold Advisors | 15,092 | $2.87M | 1.79% | +437+3.0% | Added |
| Assenagon Asset Management S.A. | 15,160 | $2.88M | 0.01% | −371,750−96.1% | Reduced |
| Financial Engines Advisors L.L.C. | 3,615 | $2.93M | 0.01% | −16,687−82.2% | Reduced |
| Accurate Wealth Management, LLC | 15,388 | $2.94M | 0.92% | +425+2.8% | Added |
| Pitcairn Co | 15,518 | $2.95M | 0.25% | +1,533+11.0% | Added |
| Occidental Asset Management, LLC | 15,523 | $2.95M | 0.68% | +161+1.0% | Added |
| Strategic Investment Advisors | 15,557 | $2.96M | 0.49% | +15,557 | New |
| Beacon Pointe Advisors, LLC | 15,566 | $2.96M | 0.04% | +906+6.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,590 | $2.97M | 0.08% | −16−0.1% | Reduced |
| River Wealth Advisors LLC | 15,680 | $2.98M | 0.53% | −259−1.6% | Reduced |
| Ascent Group, LLC | 15,149 | $3.00M | 0.33% | +72+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,762 | $3.00M | 0.29% | +673+4.5% | Added |
| Regions Financial Corp | 15,847 | $3.02M | 0.03% | +361+2.3% | Added |
| Olstein Capital Management, L.P. | 16,000 | $3.04M | 0.52% | −1,000−5.9% | Reduced |
| Icon Wealth Partners, LLC | 16,017 | $3.05M | 0.35% | −1,276−7.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,430 | $3.13M | 1.58% | −109−0.7% | Reduced |
| WBI Investments | 16,448 | $3.13M | 0.63% | +8,253+100.7% | Added |
| FineMark National Bank & Trust | 16,517 | $3.14M | 0.14% | +16,517 | New |
| Putnam Investments LLC | 16,731 | $3.18M | 0.00% | −1,787−9.7% | Reduced |
| Diversified Trust Co | 16,934 | $3.22M | 0.12% | +1,231+7.8% | Added |
| Bokf, NA | 17,148 | $3.25M | 0.07% | −1,196−6.5% | Reduced |
| Northwest Investment Counselors, LLC | 17,105 | $3.25M | 0.91% | −139−0.8% | Reduced |
| Empirical Finance, LLC | 17,305 | $3.29M | 0.24% | +1,566+9.9% | Added |
| GWM Advisors LLC | 17,334 | $3.30M | 0.04% | +3,801+28.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,418 | $3.31M | 0.26% | −341−1.9% | Reduced |
| NewEdge Wealth, LLC | 17,467 | $3.32M | 0.11% | −1,279−6.8% | Reduced |
| Hantz Financial Services, Inc. | 17,757 | $3.38M | 0.09% | +866+5.1% | Added |
| Hartline Investment Corp | 17,992 | $3.42M | 0.62% | +3,252+22.1% | Added |
| Argent Trust Co | 18,056 | $3.44M | 0.19% | +2,082+13.0% | Added |
| Souders Financial Advisors | 18,077 | $3.44M | 0.66% | −717−3.8% | Reduced |
| Mechanics Bank Trust Department | 18,181 | $3.46M | 0.58% | +618+3.5% | Added |
| Duality Advisers, LP | 18,187 | $3.46M | 0.42% | +18,187 | New |
| LGT Group Foundation | 18,363 | $3.47M | 0.09% | 00.0% | Unchanged |
| Welch & Forbes LLC | 18,269 | $3.48M | 0.06% | −435−2.3% | Reduced |
| MU Investments Co., Ltd. | 18,110 | $3.50M | 4.69% | −200−1.1% | Reduced |
| Norinchukin Bank, The | 18,709 | $3.56M | 0.08% | −18,655−49.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,000 | $3.62M | 0.55% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 19,256 | $3.66M | 0.01% | +7,781+67.8% | Added |
| CX Institutional | 19,761 | $3.76M | 0.21% | +3,855+24.2% | Added |
| Becker Capital Management Inc | 19,925 | $3.79M | 0.15% | −78−0.4% | Reduced |
| RBF Capital, LLC | 20,000 | $3.81M | 0.25% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 20,024 | $3.81M | 0.18% | +10,920+119.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 20,271 | $3.86M | 1.14% | +2,427+13.6% | Added |
| Metropolitan Life Insurance Co | 20,437 | $3.89M | 0.20% | −1,122−5.2% | Reduced |
| Kestra Advisory Services, LLC | 20,773 | $3.95M | 0.04% | +6,994+50.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 21,018 | $4.00M | 0.39% | +277+1.3% | Added |
| Gamco Investors, Inc. Et Al | 21,159 | $4.03M | 0.05% | −459−2.1% | Reduced |
| Red Cedar Investment Management, LLC | 21,258 | $4.05M | 0.62% | +4,778+29.0% | Added |
| CWM, LLC | 21,703 | $4.13M | 0.03% | −268−1.2% | Reduced |
| Moody National Bank Trust Division | 21,809 | $4.15M | 0.27% | +3,603+19.8% | Added |
| Lafayette Investments, Inc. | 22,198 | $4.22M | 1.15% | +14+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 22,440 | $4.27M | 0.94% | −1,580−6.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,480 | $4.28M | 0.41% | +22,480 | New |
| Alerus Financial NA | 22,526 | $4.29M | 0.38% | −1,015−4.3% | Reduced |
| Teza Capital Management LLC | 22,649 | $4.31M | 0.70% | +22,649 | New |
| Essex LLC | 22,660 | $4.31M | 1.21% | +2,045+9.9% | Added |
| Arrowstreet Capital, Limited Partnership | 22,782 | $4.33M | 0.01% | −21,735−48.8% | Reduced |
| E. Ohman J:or Asset Management AB | 22,824 | $4.34M | 0.16% | +500+2.2% | Added |
| Capital International Sarl | 23,063 | $4.39M | 0.20% | −8,078−25.9% | Reduced |
| Lido Advisors, LLC | 23,310 | $4.44M | 0.05% | −291−1.2% | Reduced |
| Parcion Private Wealth LLC | 23,317 | $4.44M | 0.46% | +13+0.1% | Added |
| Capital Planning Advisors, LLC | 23,521 | $4.48M | 0.93% | −54−0.2% | Reduced |
| Oak Ridge Investments LLC | 23,953 | $4.56M | 0.58% | +650+2.8% | Added |
| Tower Research Capital LLC (TRC) | 24,246 | $4.61M | 0.14% | +15,928+191.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 24,451 | $4.65M | 1.55% | +24,451 | New |
| Northcape Capital Pty Ltd | 24,481 | $4.66M | 0.70% | +5,477+28.8% | Added |
| Ieq Capital, LLC | 24,967 | $4.75M | 0.10% | +812+3.4% | Added |
| Keybank National Association | 25,075 | $4.77M | 0.02% | −402−1.6% | Reduced |
| Commerce Bank | 25,292 | $4.81M | 0.04% | −323−1.3% | Reduced |
| Qsemble Capital Management, LP | 25,400 | $4.83M | 0.90% | +18,400+262.9% | Added |
| FDx Advisors, Inc. | 25,489 | $4.85M | 0.40% | −7,121−21.8% | Reduced |
| Bonness Enterprises Inc | 25,500 | $4.85M | 2.22% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 25,615 | $4.87M | 0.24% | +3,313+14.9% | Added |
| Triasima Portfolio Management inc. | 25,665 | $4.88M | 0.45% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 25,741 | $4.90M | 0.21% | +1,700+7.1% | Added |
| BNC Wealth Management, LLC | 26,280 | $5.00M | 2.68% | 00.0% | Unchanged |
| Harrington Investments, INC | 26,647 | $5.07M | 3.49% | +95+0.4% | Added |
| Zions Bancorporation, N.A. | 26,973 | $5.13M | 0.45% | −364−1.3% | Reduced |
| Executive Wealth Management, LLC | 27,594 | $5.25M | 0.54% | +27,594 | New |
| Kinneret Advisory, LLC | 27,677 | $5.27M | 0.65% | −16−0.1% | Reduced |
| American Trust | 27,997 | $5.33M | 0.41% | −5,194−15.6% | Reduced |
| Siemens Fonds Invest GmbH | 28,250 | $5.38M | 0.54% | +423+1.5% | Added |
| Federated Hermes, Inc. | 28,325 | $5.39M | 0.01% | −156−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 28,562 | $5.44M | 0.29% | +10,754+60.4% | Added |
| D. E. Shaw & Co., Inc. | 28,603 | $5.44M | 0.01% | −117,515−80.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,975 | $5.51M | 0.08% | +9,960+52.4% | Added |
| Cornerstone Advisors, LLC | 29,000 | $5.52M | 0.26% | +23,100+391.5% | Added |
| Sawtooth Solutions, LLC | 29,425 | $5.60M | 0.18% | −4,063−12.1% | Reduced |
| Bleakley Financial Group, LLC | 29,425 | $5.60M | 0.20% | −779−2.6% | Reduced |
| Advisor Partners II, LLC | 29,906 | $5.69M | 0.23% | +275+0.9% | Added |
| Crestline Management, LP | 30,000 | $5.71M | 0.68% | −5,000−14.3% | Reduced |