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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 150,672 | $28.7M | 0.44% | +14,945+11.0% | Added |
| Gluskin Sheff & Assoc Inc | 150,166 | $28.6M | 2.19% | −22,374−13.0% | Reduced |
| 1832 Asset Management L.P. | 150,105 | $28.6M | 0.06% | +124,895+495.4% | Added |
| Macquarie Group Ltd | 211,697 | $28.5M | 0.04% | +28,828+15.8% | Added |
| US Bancorp | 146,061 | $27.8M | 0.05% | +547+0.4% | Added |
| Cumberland Partners Ltd | 145,186 | $27.6M | 2.66% | +1,060+0.7% | Added |
| Whittier Trust Co | 143,460 | $27.3M | 0.49% | +3,520+2.5% | Added |
| State of Michigan Retirement System | 143,275 | $27.3M | 0.18% | −2,600−1.8% | Reduced |
| Arizona State Retirement System | 140,032 | $26.6M | 0.23% | −1,479−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 139,497 | $26.5M | 1.02% | −36,841−20.9% | Reduced |
| Neuberger Berman Group LLC | 139,046 | $26.5M | 0.02% | +3,918+2.9% | Added |
| MetLife Investment Management | 138,721 | $26.4M | 0.21% | −3,376−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 138,615 | $26.4M | 0.27% | −9,606−6.5% | Reduced |
| AXA S.A. | 138,213 | $26.3M | 0.09% | −19,353−12.3% | Reduced |
| Handelsbanken Fonder AB | 138,192 | $26.3M | 0.15% | +743+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 134,019 | $25.5M | 0.56% | −4,449−3.2% | Reduced |
| EULAV Asset Management | 132,000 | $25.1M | 0.92% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 131,768 | $25.1M | 0.85% | −6,080−4.4% | Reduced |
| Boston Private Wealth LLC | 131,410 | $25.0M | 0.55% | −17,647−11.8% | Reduced |
| Amalgamated Bank | 130,025 | $24.7M | 0.21% | −17,281−11.7% | Reduced |
| Davenport & Co LLC | 129,648 | $24.7M | 0.19% | −3,717−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 128,142 | $24.4M | 0.05% | +1,232+1.0% | Added |
| Forsta Ap-Fonden | 126,700 | $24.1M | 0.27% | −9,900−7.2% | Reduced |
| Martingale Asset Management L P | 125,613 | $23.9M | 0.50% | +4,392+3.6% | Added |
| Xponance, Inc. | 124,112 | $23.6M | 0.32% | +24,347+24.4% | Added |
| Prio Wealth Limited Partnership | 124,110 | $23.6M | 0.91% | −2,213−1.8% | Reduced |
| Brown Brothers Harriman & Co | 121,200 | $23.1M | 0.20% | −829−0.7% | Reduced |
| QRG Capital Management, Inc. | 119,642 | $22.8M | 0.39% | +119,642 | New |
| Citadel Advisors LLC | 116,929 | $22.3M | 0.02% | −148,996−56.0% | Reduced |
| Guggenheim Capital LLC | 115,704 | $22.0M | 0.19% | −11,076−8.7% | Reduced |
| DnB Asset Management AS | 115,006 | $21.9M | 0.13% | +196+0.2% | Added |
| Public Sector Pension Investment Board | 114,456 | $21.8M | 0.16% | +5,758+5.3% | Added |
| Gillson Capital LP | 113,710 | $21.6M | 1.60% | −127,482−52.9% | Reduced |
| Boston Family Office LLC | 113,565 | $21.6M | 1.77% | +3,896+3.6% | Added |
| AMF Pensionsforsakring AB | 113,181 | $21.5M | 0.21% | −85,796−43.1% | Reduced |
| Two Sigma Investments, LP | 112,790 | $21.5M | 0.06% | −202,658−64.2% | Reduced |
| Retirement Systems of Alabama | 111,688 | $21.3M | 0.10% | −750−0.7% | Reduced |
| ProShare Advisors LLC | 108,782 | $20.7M | 0.06% | −2,738−2.5% | Reduced |
| Washington Trust Co | 108,312 | $20.6M | 0.91% | −1,287−1.2% | Reduced |
| Janney Montgomery Scott LLC | 105,715 | $20.1M | 0.07% | −2,884−2.7% | Reduced |
| CIBC Asset Management Inc | 104,711 | $19.9M | 0.08% | −3,926−3.6% | Reduced |
| Crestwood Advisors Group LLC | 104,397 | $19.9M | 0.52% | −8,592−7.6% | Reduced |
| Thrivent Financial for Lutherans | 104,333 | $19.9M | 0.05% | +46,161+79.4% | Added |
| Jane Street Group, LLC | 103,589 | $19.7M | 0.03% | +7,451+7.8% | Added |
| Marathon Asset Mgmt Ltd | 103,440 | $19.7M | 0.61% | −19,028−15.5% | Reduced |
| USS Investment Management Ltd | 103,153 | $19.6M | 0.22% | +2,634+2.6% | Added |
| Baird Financial Group, Inc. | 102,651 | $19.5M | 0.05% | +7,712+8.1% | Added |
| Teewinot Capital Advisers, L.L.C. | 102,625 | $19.5M | 3.12% | +27,130+35.9% | Added |
| Texas Permanent School Fund | 102,063 | $19.4M | 0.19% | −1,214−1.2% | Reduced |
| M&T Bank Corp | 101,889 | $19.4M | 0.08% | −13,766−11.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 101,842 | $19.4M | 1.26% | −34,961−25.6% | Reduced |
| Squarepoint Ops LLC | 101,041 | $19.2M | 0.09% | +41,959+71.0% | Added |
| Azimuth Capital Investment Management LLC | 99,379 | $18.9M | 0.93% | −393−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 99,318 | $18.9M | 0.16% | +13,037+15.1% | Added |
| Jupiter Asset Management Ltd | 99,063 | $18.9M | 0.21% | +53,558+117.7% | Added |
| IFM Investors Pty Ltd | 98,376 | $18.7M | 0.25% | +3,822+4.0% | Added |
| Gabelli Funds LLC | 98,300 | $18.7M | 0.15% | −48,300−32.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 98,258 | $18.7M | 0.10% | −169,177−63.3% | Reduced |
| First Republic Investment Management, Inc. | 96,230 | $18.3M | 0.05% | −1,695−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 95,741 | $18.2M | 0.25% | −976−1.0% | Reduced |
| Captrust Financial Advisors | 95,624 | $18.2M | 0.07% | +5,000+5.5% | Added |
| CIBC World Markets Corp | 93,932 | $17.9M | 0.18% | −41,963−30.9% | Reduced |
| PGGM Investments | 92,671 | $17.6M | 0.30% | +37,337+67.5% | Added |
| Fort Pitt Capital Group, LLC | 92,374 | $17.6M | 0.66% | −2,721−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 90,924 | $17.3M | 0.40% | +23,954+35.8% | Added |
| Creative Planning | 90,270 | $17.2M | 0.02% | +9,359+11.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 87,262 | $16.6M | 0.10% | +5,723+7.0% | Added |
| Advisors Asset Management, Inc. | 87,191 | $16.6M | 0.36% | −10,408−10.7% | Reduced |
| Mastrapasqua Asset Management Inc | 87,179 | $16.6M | 1.94% | −572−0.7% | Reduced |
| Torray LLC | 87,022 | $16.6M | 2.92% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 86,426 | $16.4M | 1.83% | 00.0% | Unchanged |
| Czech National Bank | 86,357 | $16.4M | 0.26% | +27,783+47.4% | Added |
| Walter Public Investments Inc. | 85,584 | $16.3M | 3.86% | −410−0.5% | Reduced |
| Utah Retirement Systems | 85,421 | $16.3M | 0.23% | +500+0.6% | Added |
| Osborne Partners Capital Management, LLC | 84,860 | $16.1M | 1.20% | −1,307−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 83,403 | $15.9M | 0.03% | +9,209+12.4% | Added |
| Northwest & Ethical Investments L.P. | 82,513 | $15.7M | 0.53% | −2,358−2.8% | Reduced |
| Van Eck Associates Corp | 82,255 | $15.7M | 0.03% | +2,504+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 80,816 | $15.4M | 0.59% | +11,615+16.8% | Added |
| Factory Mutual Insurance Co | 79,400 | $15.1M | 0.21% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,241 | $14.9M | 0.23% | +2,150+2.8% | Added |
| RMB Capital Management, LLC | 77,331 | $14.7M | 0.50% | +1,531+2.0% | Added |
| Tredje AP-fonden | 76,792 | $14.6M | 0.22% | +3,684+5.0% | Added |
| New York Life Investment Management LLC | 76,506 | $14.6M | 0.16% | −629−0.8% | Reduced |
| Two Sigma Advisers, LP | 76,500 | $14.6M | 0.04% | +15,600+25.6% | Added |
| Yousif Capital Management, LLC | 75,685 | $14.4M | 0.18% | −2,650−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 75,543 | $14.4M | 0.07% | −4,570−5.7% | Reduced |
| Scotia Capital Inc. | 73,941 | $14.1M | 0.10% | −2,316−3.0% | Reduced |
| Achmea Investment Management B.V. | 73,796 | $14.0M | 0.31% | +5,517+8.1% | Added |
| Segment Wealth Management, LLC | 73,200 | $13.9M | 1.42% | +872+1.2% | Added |
| Sawgrass Asset Management LLC | 73,121 | $13.9M | 1.69% | −18,055−19.8% | Reduced |
| Cubist Systematic Strategies, LLC | 72,313 | $13.8M | 0.17% | +72,313 | New |
| JLB & Associates Inc | 71,447 | $13.6M | 2.13% | −7,862−9.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,347 | $13.6M | 0.20% | +13,711+23.8% | Added |
| Alaska Permanent Fund Corp | 71,055 | $13.5M | 0.25% | −2,528−3.4% | Reduced |
| DuPont Capital Management Corp | 70,415 | $13.4M | 1.17% | +41,799+146.1% | Added |
| Alyeska Investment Group, L.P. | 70,230 | $13.4M | 0.09% | −116,659−62.4% | Reduced |
| State of Alaska, Department of Revenue | 69,750 | $13.3M | 0.17% | −2,525−3.5% | Reduced |
| Mutual of America Capital Management LLC | 69,128 | $13.2M | 0.16% | −2,038−2.9% | Reduced |
| Natixis | 68,153 | $13.0M | 0.10% | +25,980+61.6% | Added |