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 |
|---|---|---|---|---|---|
| Davis R M Inc | 1,953 | $372.0K | 0.01% | +6+0.3% | Added |
| Kanawha Capital Management LLC | 1,953 | $371.7K | 0.04% | −21−1.1% | Reduced |
| Willow Creek Wealth Management Inc. | 1,939 | $369.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,934 | $368.0K | 0.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,929 | $367.1K | 0.00% | −1,352−41.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,927 | $366.7K | 0.07% | +127+7.1% | Added |
| CKW Financial Group | 1,923 | $366.0K | 0.06% | −2,627−57.7% | Reduced |
| Journey Advisory Group, LLC | 1,920 | $365.4K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,894 | $360.4K | 0.03% | +199+11.7% | Added |
| Virtue Capital Management, LLC | 1,926 | $358.3K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,881 | $358.0K | 0.16% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,870 | $356.0K | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,860 | $355.0K | 0.15% | −350−15.8% | Reduced |
| First Citizens Bank & Trust Co | 1,856 | $353.2K | 0.01% | +388+26.4% | Added |
| Edgestream Partners, L.P. | 1,855 | $353.0K | 0.03% | +1,855 | New |
| Benjamin Edwards Inc | 1,837 | $350.0K | 0.08% | +115+6.7% | Added |
| SOA Wealth Advisors, LLC. | 1,827 | $347.7K | 0.09% | −11−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,819 | $347.0K | 0.05% | −238−11.6% | Reduced |
| Cambridge Trust Co | 1,816 | $345.6K | 0.02% | +35+2.0% | Added |
| Ewa, LLC | 1,724 | $345.0K | 0.22% | +140+8.8% | Added |
| Humankind Investments LLC | 1,805 | $343.5K | 0.14% | −102−5.3% | Reduced |
| RDA Financial Network | 1,804 | $343.3K | 0.15% | +100+5.9% | Added |
| Litman Gregory Asset Management LLC | 1,800 | $342.5K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,800 | $342.5K | 0.12% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,798 | $342.2K | 0.19% | +33+1.9% | Added |
| Independent Advisor Alliance | 1,793 | $341.3K | 0.02% | +1+0.1% | Added |
| Westover Capital Advisors, LLC | 1,790 | $340.6K | 0.12% | −110−5.8% | Reduced |
| Advance Capital Management, Inc. | 1,784 | $339.5K | 0.03% | +1,784 | New |
| Modera Wealth Management, LLC | 1,781 | $338.9K | 0.01% | +114+6.8% | Added |
| Mather Group, LLC. | 1,779 | $338.6K | 0.01% | +147+9.0% | Added |
| New Hampshire Trust | 1,778 | $338.4K | 0.09% | 00.0% | Unchanged |
| Optas, LLC | 1,776 | $338.0K | 0.11% | +25+1.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,775 | $337.8K | 0.20% | −46−2.5% | Reduced |
| EagleClaw Capital Managment, LLC | 1,763 | $335.5K | 0.08% | −200−10.2% | Reduced |
| AdvisorNet Financial, Inc | 1,759 | $334.7K | 0.03% | −108−5.8% | Reduced |
| Massmutual Trust Co FSB | 1,752 | $333.4K | 0.01% | +180+11.5% | Added |
| Dynamic Technology Lab Private Ltd | 1,747 | $332.0K | 0.03% | +1,747 | New |
| Brevan Howard Capital Management LP | 1,740 | $331.1K | 0.10% | +1,740 | New |
| Mark Stevens | 1,730 | $329.2K | 0.04% | +397+29.8% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $328.3K | 0.01% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 1,700 | $323.5K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,676 | $320.1K | 0.01% | +279+20.0% | Added |
| Kinloch Capital, LLC | 1,682 | $320.1K | 0.20% | −24−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 1,675 | $318.8K | 0.04% | +1,675 | New |
| Sterling Group Wealth Management, LLC | 1,660 | $315.9K | 0.30% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,659 | $315.7K | 0.16% | −1,444−46.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,628 | $314.9K | 0.04% | −10−0.6% | Reduced |
| Norris Perne & French LLP | 1,650 | $314.0K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 1,646 | $313.2K | 0.04% | −503−23.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,640 | $312.1K | 0.08% | −356−17.8% | Reduced |
| Ledyard National Bank | 1,635 | $311.1K | 0.04% | −12−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 1,634 | $310.9K | 0.08% | +1+0.1% | Added |
| Dechtman Wealth Management, LLC | 1,625 | $309.0K | 0.09% | +2+0.1% | Added |
| Fayez Sarofim & Co | 1,614 | $307.1K | 0.00% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,612 | $306.8K | 0.16% | +1,612 | New |
| Plante Moran Financial Advisors, LLC | 1,611 | $306.6K | 0.04% | −53−3.2% | Reduced |
| Smith, Salley & Associates | 1,610 | $306.3K | 0.02% | −4−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $306.2K | 0.20% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,604 | $305.3K | 0.04% | +181+12.7% | Added |
| Palisades Hudson Asset Management, L.P. | 1,607 | $305.0K | 0.17% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,601 | $304.7K | 0.03% | −13−0.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,597 | $303.8K | 0.07% | −30−1.8% | Reduced |
| Colonial Trust Co | 1,549 | $303.1K | 0.07% | +59+4.0% | Added |
| Lion Street Advisors, LLC | 1,588 | $302.2K | 0.10% | +4+0.3% | Added |
| Trust Co of Virginia | 1,585 | $301.6K | 0.03% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,584 | $301.4K | 0.18% | +275+21.0% | Added |
| Alpha Financial Partners, LLC | 1,582 | $301.0K | 0.35% | −31−1.9% | Reduced |
| Carret Asset Management, LLC | 1,580 | $300.7K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $300.7K | 0.07% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,572 | $299.2K | 0.25% | −31−1.9% | Reduced |
| Gateway Advisory, LLC | 1,572 | $299.2K | 0.06% | +1,572 | New |
| Advisory Research Inc | 1,571 | $299.0K | 0.04% | −25−1.6% | Reduced |
| Appleton Partners Inc | 1,566 | $298.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,558 | $296.5K | 0.05% | +71+4.8% | Added |
| Bailard, Inc. | 1,555 | $295.9K | 0.01% | −24−1.5% | Reduced |
| Journey Strategic Wealth LLC | 1,551 | $295.2K | 0.01% | +354+29.6% | Added |
| Detalus Advisors, LLC | 1,541 | $293.3K | 0.14% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,539 | $292.9K | 0.05% | −2,108−57.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,536 | $292.3K | 0.01% | +1,536 | New |
| Continuum Advisory, LLC | 1,532 | $291.5K | 0.05% | −20−1.3% | Reduced |
| Merrion Investment Management Co, LLC | 1,531 | $291.3K | 0.25% | +1,531 | New |
| Evergreen Capital Management LLC | 1,524 | $290.0K | 0.01% | +38+2.6% | Added |
| Johnson & White Wealth Management, LLC | 1,519 | $289.0K | 0.26% | +1,519 | New |
| Resources Management Corp | 1,515 | $288.0K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,512 | $287.7K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,505 | $286.4K | 0.01% | −4,599−75.3% | Reduced |
| Boothbay Fund Management, LLC | 1,503 | $286.0K | 0.01% | −13,447−89.9% | Reduced |
| Dillon & Associates Inc | 1,500 | $285.0K | 0.05% | −17−1.1% | Reduced |
| Arkadios Wealth Advisors | 1,478 | $281.2K | 0.03% | +1,478 | New |
| Veracity Capital LLC | 1,465 | $278.8K | 0.13% | +2+0.1% | Added |
| Columbia Trust Co 01012016 | 1,460 | $277.8K | 0.16% | +83+6.0% | Added |
| ML & R Wealth Management LLC | 1,444 | $274.8K | 0.07% | +42+3.0% | Added |
| Patron Partners Advisors, LLC | 1,439 | $273.8K | 0.20% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,435 | $273.1K | 0.04% | −73−4.8% | Reduced |
| PFS Partners, LLC | 1,434 | $272.9K | 0.24% | 00.0% | Unchanged |
| Old National Bancorp | 1,426 | $271.4K | 0.01% | −8−0.6% | Reduced |
| Diligent Investors, LLC | 1,425 | $271.2K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 144 | $270.6K | 0.13% | −1,134−88.7% | Reduced |
| Inscription Capital, LLC | 1,415 | $269.3K | 0.09% | −740−34.3% | Reduced |
| Capital Wealth Planning, LLC | 1,400 | $266.4K | 0.00% | 00.0% | Unchanged |