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 |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLC | 1,384 | $263.3K | 0.07% | +1,384 | New |
| YHB Investment Advisors, Inc. | 1,376 | $261.9K | 0.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,376 | $261.9K | 0.01% | +6+0.4% | Added |
| Central Trust Co | 1,373 | $261.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,365 | $259.8K | 0.00% | +76+5.9% | Added |
| ORG Partners LLC | 1,364 | $259.6K | 0.08% | +1,364 | New |
| Joel Isaacson & Co., LLC | 1,361 | $259.0K | 0.02% | −9−0.7% | Reduced |
| Glenview Trust Co | 1,355 | $257.9K | 0.01% | −26−1.9% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $256.9K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $256.9K | 0.09% | 00.0% | Unchanged |
| Vicus Capital | 1,346 | $256.2K | 0.03% | +1,346 | New |
| Alphadyne Asset Management LP | 1,345 | $256.0K | 0.12% | +1,345 | New |
| Great Lakes Advisors, LLC | 1,345 | $255.9K | 0.00% | +22+1.7% | Added |
| Farmers & Merchants Investments Inc | 1,338 | $254.6K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,332 | $253.5K | 0.30% | +1,332 | New |
| Nwam LLC | 1,324 | $252.1K | 0.03% | −302−18.6% | Reduced |
| Redwood Investment Management, LLC | 1,321 | $251.0K | 0.02% | +1,321 | New |
| EP Wealth Advisors, LLC | 1,316 | $250.5K | 0.00% | +1,316 | New |
| Childress Capital Advisors, LLC | 1,313 | $249.9K | 0.08% | +1,313 | New |
| Riverwater Partners LLC | 1,312 | $249.7K | 0.23% | −141−9.7% | Reduced |
| Ethos Financial Group, LLC | 1,304 | $248.2K | 0.06% | +1,304 | New |
| Alta Advisers Ltd | 1,300 | $247.4K | 0.14% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,300 | $247.4K | 0.09% | +83+6.8% | Added |
| Catalyst Financial Partners LLC | 1,294 | $246.2K | 0.08% | +109+9.2% | Added |
| Wealth Management Associates, Inc. | 1,293 | $246.1K | 0.14% | +96+8.0% | Added |
| Rockland Trust Co | 1,288 | $245.1K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,284 | $244.3K | 0.13% | −264−17.1% | Reduced |
| Thrive Capital Management, LLC | 1,279 | $243.4K | 0.13% | +1+0.1% | Added |
| Ignite Planners, LLC | 1,267 | $243.2K | 0.07% | +52+4.3% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $243.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,270 | $241.7K | 0.03% | +85+7.2% | Added |
| Vista Wealth Management Group, LLC | 1,267 | $241.0K | 0.02% | −2−0.2% | Reduced |
| Everett Harris & Co | 1,262 | $240.2K | 0.00% | +33+2.7% | Added |
| Twin Focus Capital Partners, LLC | 1,253 | $238.5K | 0.05% | −421−25.1% | Reduced |
| Dempze Nancy E | 1,250 | $237.9K | 0.21% | −105−7.7% | Reduced |
| SageView Advisory Group, LLC | 1,247 | $237.4K | 0.01% | +100+8.7% | Added |
| Northside Capital Management, LLC | 1,235 | $235.0K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,229 | $233.9K | 0.18% | +9+0.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,228 | $233.7K | 0.01% | +70+6.0% | Added |
| Clark Capital Management Group, Inc. | 1,220 | $232.2K | 0.00% | +19+1.6% | Added |
| New England Professional Planning Group Inc. | 1,211 | $230.5K | 0.14% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,210 | $230.3K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,209 | $230.1K | 0.01% | +1,209 | New |
| First Nebraska Trust Co | 1,206 | $229.5K | 0.03% | +1,206 | New |
| Evoke Wealth, LLC | 1,205 | $229.3K | 0.01% | +1,205 | New |
| Nations Financial Group Inc, | 1,203 | $228.9K | 0.02% | −139−10.4% | Reduced |
| Bristlecone Advisors, LLC | 1,203 | $228.9K | 0.03% | +59+5.2% | Added |
| Marcum Wealth, LLC | 1,202 | $228.7K | 0.03% | −27−2.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $228.4K | 0.01% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,200 | $228.4K | 0.56% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,200 | $228.4K | 0.08% | 00.0% | Unchanged |
| Perpetual Ltd | 1,200 | $228.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $228.4K | 0.08% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $228.4K | 0.16% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,196 | $227.6K | 0.02% | −223−15.7% | Reduced |
| WestHill Financial Advisors, Inc. | 1,191 | $226.6K | 0.07% | −42−3.4% | Reduced |
| Rossmore Private Capital | 1,185 | $225.5K | 0.03% | −28−2.3% | Reduced |
| Insigneo Advisory Services, LLC | 1,183 | $225.1K | 0.05% | +1,183 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,181 | $224.7K | 0.02% | +1,181 | New |
| Milestone Advisory Partners | 1,179 | $224.4K | 0.19% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,164 | $221.6K | 0.11% | +1,164 | New |
| Keel Point, LLC | 1,161 | $221.0K | 0.03% | +25+2.2% | Added |
| Trust Investment Advisors | 1,160 | $220.7K | 0.19% | +1,160 | New |
| Hollencrest Capital Management | 1,149 | $218.7K | 0.02% | 00.0% | Unchanged |
| Kure Advisory, LLC | 1,148 | $218.5K | 0.12% | +1,148 | New |
| Beck Mack & Oliver LLC | 1,120 | $213.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,117 | $212.5K | 0.00% | +187+20.1% | Added |
| Ropes Wealth Advisors LLC | 1,114 | $212.0K | 0.04% | +1,114 | New |
| Guardian Wealth Advisors, LLC | 1,112 | $211.6K | 0.04% | +11+1.0% | Added |
| Riverview Trust Co | 1,110 | $211.2K | 0.19% | −15−1.3% | Reduced |
| ICA Group Wealth Management, LLC | 1,110 | $211.1K | 0.06% | +15+1.4% | Added |
| First Foundation Advisors | 1,097 | $208.8K | 0.01% | −435−28.4% | Reduced |
| Ballast, Inc. | 1,095 | $208.4K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,095 | $208.4K | 0.01% | +1,095 | New |
| Parkside Financial Bank & Trust | 1,092 | $207.8K | 0.05% | +114+11.7% | Added |
| Destination Wealth Management | 1,083 | $206.1K | 0.01% | −14−1.3% | Reduced |
| Garde Capital, Inc. | 1,080 | $206.0K | 0.02% | +10+0.9% | Added |
| Essex Savings Bank | 1,082 | $205.9K | 0.07% | +1+0.1% | Added |
| Grove Bank & Trust | 1,079 | $205.3K | 0.04% | +146+15.6% | Added |
| International Assets Investment Management, LLC | 1,059 | $204.4K | 0.03% | +1,059 | New |
| Mirova | 1,069 | $203.4K | 0.04% | −2,762−72.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,068 | $203.0K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,063 | $202.3K | 0.07% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,060 | $201.7K | 0.05% | −14−1.3% | Reduced |
| BSW Wealth Partners | 1,053 | $200.4K | 0.04% | −2,331−68.9% | Reduced |
| Fortis Capital Advisors, LLC | 1,052 | $200.2K | 0.13% | −136−11.4% | Reduced |
| Magellan Asset Management Ltd | 983 | $187.1K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 925 | $176.0K | 0.09% | −25−2.6% | Reduced |
| Baldwin Brothers Inc | 916 | $174.3K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 901 | $171.5K | 0.12% | −74−7.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 900 | $171.3K | 0.05% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 889 | $169.2K | 0.05% | +889 | New |
| Harbour Investments, Inc. | 841 | $160.1K | 0.01% | −6−0.7% | Reduced |
| Kelly Financial Services LLC | 815 | $155.1K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 806 | $153.0K | 0.02% | −184−18.6% | Reduced |
| Chilton Capital Management LLC | 800 | $152.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 788 | $150.0K | 0.05% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 765 | $145.6K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 744 | $141.6K | 0.00% | −10−1.3% | Reduced |
| J.Safra Asset Management Corp | 740 | $140.8K | 0.02% | 00.0% | Unchanged |