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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 65,402 | $12.4M | 1.08% | +1,431+2.2% | Added |
| Levin Capital Strategies, L.P. | 64,588 | $12.3M | 1.53% | −315−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 62,630 | $11.9M | 0.60% | +462+0.7% | Added |
| Mercer Global Advisors Inc | 62,042 | $11.8M | 0.04% | +8,078+15.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 61,152 | $11.6M | 0.02% | +5,164+9.2% | Added |
| Oppenheimer Asset Management Inc. | 61,136 | $11.6M | 0.18% | +1,549+2.6% | Added |
| Pinebridge Investments, L.P. | 60,717 | $11.6M | 0.13% | −152,239−71.5% | Reduced |
| Brinker Capital Investments, LLC | 60,225 | $11.5M | 0.14% | −4,697−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 60,225 | $11.5M | 0.14% | −4,697−7.2% | Reduced |
| C.V. Starr & Co., Inc. Trust | 60,000 | $11.4M | 58.76% | 00.0% | Unchanged |
| Atria Investments LLC | 59,883 | $11.4M | 0.20% | +845+1.4% | Added |
| Washington Trust Bank | 59,643 | $11.4M | 1.19% | −330−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,431 | $11.3M | 0.04% | +32,741+122.7% | Added |
| TD Waterhouse Canada Inc. | 51,138 | $11.3M | 0.12% | +8,167+19.0% | Added |
| West Coast Financial LLC | 59,192 | $11.3M | 1.68% | +1,221+2.1% | Added |
| First American Bank | 59,178 | $11.3M | 1.02% | −382−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 58,384 | $11.1M | 0.60% | +28,662+96.4% | Added |
| Brown Advisory Inc | 57,978 | $11.0M | 0.02% | −1,059−1.8% | Reduced |
| Trexquant Investment LP | 57,934 | $11.0M | 0.28% | +23,029+66.0% | Added |
| Wealthfront Advisers LLC | 57,318 | $10.9M | 0.05% | +127+0.2% | Added |
| Nissay Asset Management Corp | 57,212 | $10.9M | 0.10% | +1,807+3.3% | Added |
| Foyston, Gordon, & Payne Inc | 56,900 | $10.8M | 2.95% | +2,366+4.3% | Added |
| Apollon Wealth Management, LLC | 56,864 | $10.8M | 0.54% | +21,081+58.9% | Added |
| Whittier Trust Co of Nevada Inc | 56,487 | $10.7M | 0.38% | +35+0.1% | Added |
| Calamos Wealth Management LLC | 55,509 | $10.6M | 0.80% | −590−1.1% | Reduced |
| Ethic Inc. | 55,152 | $10.5M | 0.37% | −15,327−21.7% | Reduced |
| Quantbot Technologies LP | 54,459 | $10.4M | 0.70% | +28,312+108.3% | Added |
| Engineers Gate Manager LP | 54,185 | $10.3M | 0.38% | +47,812+750.2% | Added |
| Rockefeller Capital Management L.P. | 53,667 | $10.2M | 0.04% | −3,032−5.3% | Reduced |
| Annex Advisory Services, LLC | 53,343 | $10.2M | 0.61% | +2,746+5.4% | Added |
| Ci Investments Inc. | 53,239 | $10.1M | 0.06% | −1,780−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 50,874 | $9.68M | 0.02% | −1,624−3.1% | Reduced |
| Walleye Capital LLC | 47,540 | $9.05M | 0.13% | −4,651−8.9% | Reduced |
| SYSTM Wealth Solutions LLC | 47,098 | $8.96M | 1.38% | −5,676−10.8% | Reduced |
| Illinois Municipal Retirement Fund | 46,238 | $8.80M | 0.16% | +15,816+52.0% | Added |
| Candriam Luxembourg S.C.A. | 45,847 | $8.72M | 0.07% | +8,827+23.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 45,500 | $8.66M | 0.11% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 45,353 | $8.63M | 0.24% | −4,742−9.5% | Reduced |
| Meeder Asset Management Inc | 45,077 | $8.58M | 0.68% | −4,846−9.7% | Reduced |
| British Columbia Investment Management Corp | 44,983 | $8.56M | 0.08% | +338+0.8% | Added |
| Jump Financial, LLC | 44,605 | $8.49M | 0.32% | −5,191−10.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 44,356 | $8.44M | 1.19% | −398−0.9% | Reduced |
| Bell Asset Management Ltd | 43,703 | $8.32M | 1.37% | −2,097−4.6% | Reduced |
| Vontobel Holding Ltd. | 43,645 | $8.31M | 0.08% | −1,793−3.9% | Reduced |
| Blair William & Co | 43,210 | $8.22M | 0.03% | +5,835+15.6% | Added |
| Phoenix Holdings Ltd. | 43,032 | $8.21M | 0.15% | +7,600+21.4% | Added |
| Vestcor Inc | 42,912 | $8.17M | 0.30% | −541−1.2% | Reduced |
| Daiwa Securities Group Inc. | 42,305 | $8.05M | 0.06% | +2,678+6.8% | Added |
| JustInvest LLC | 42,242 | $8.04M | 0.24% | +2,108+5.3% | Added |
| Elo Mutual Pension Insurance Co | 41,406 | $7.88M | 0.24% | +666+1.6% | Added |
| Huntington National Bank | 41,329 | $7.86M | 0.08% | −231−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 41,267 | $7.85M | 0.23% | −2,539−5.8% | Reduced |
| Running Oak Capital LLC | 40,867 | $7.78M | 1.99% | −551−1.3% | Reduced |
| AustralianSuper Pty Ltd | 40,728 | $7.75M | 0.05% | +1,131+2.9% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $7.73M | 1.24% | +13,000+43.3% | Added |
| Contravisory Investment Management, Inc. | 40,600 | $7.73M | 2.19% | −1,204−2.9% | Reduced |
| Builder Investment Group Inc | 40,407 | $7.69M | 3.02% | +171+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 40,141 | $7.64M | 0.07% | −44,359−52.5% | Reduced |
| MML Investors Services, LLC | 40,037 | $7.62M | 0.04% | +2,547+6.8% | Added |
| Kentucky Retirement Systems | 39,012 | $7.42M | 0.26% | −765−1.9% | Reduced |
| Marks Group Wealth Management, Inc | 38,925 | $7.41M | 0.92% | −449−1.1% | Reduced |
| Colony Group LLC | 38,585 | $7.34M | 0.11% | −54−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 38,207 | $7.27M | 0.10% | −300−0.8% | Reduced |
| Maryland State Retirement & Pension System | 38,123 | $7.25M | 0.17% | +311+0.8% | Added |
| Legacy Advisors, LLC | 37,483 | $7.13M | 1.15% | +914+2.5% | Added |
| Bennett Selby Investments LP | 36,593 | $6.96M | 4.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 36,152 | $6.88M | 0.04% | +10,167+39.1% | Added |
| Walleye Trading LLC | 36,151 | $6.88M | 0.16% | +9,472+35.5% | Added |
| Auxier Asset Management | 36,130 | $6.88M | 1.17% | −210−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 36,021 | $6.85M | 0.33% | −2,533−6.6% | Reduced |
| Securian Asset Management, Inc | 35,446 | $6.75M | 0.20% | −5,657−13.8% | Reduced |
| Prudential PLC | 33,764 | $6.43M | 0.07% | −5,283−13.5% | Reduced |
| Hartford Investment Management Co | 33,729 | $6.42M | 0.26% | −1,030−3.0% | Reduced |
| Cresset Asset Management, LLC | 33,693 | $6.41M | 0.04% | −921−2.7% | Reduced |
| Churchill Management Corp | 33,579 | $6.39M | 0.11% | −289−0.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 33,463 | $6.37M | 1.74% | −22−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 33,437 | $6.36M | 0.03% | +33,437 | New |
| Northwestern Mutual Wealth Management Co | 33,415 | $6.36M | 0.01% | +3,390+11.3% | Added |
| Compagnie Lombard Odier SCmA | 33,333 | $6.34M | 0.15% | +12,913+63.2% | Added |
| Crossmark Global Holdings, Inc. | 32,364 | $6.23M | 0.14% | −564−1.7% | Reduced |
| Stokes Capital Advisors, LLC | 32,372 | $6.16M | 2.15% | −332−1.0% | Reduced |
| NBT Bank N A | 32,271 | $6.14M | 0.59% | +30,306+1,542.3% | Added |
| Stonegate Investment Group, LLC | 32,030 | $6.10M | 0.22% | −8,610−21.2% | Reduced |
| Cerity Partners LLC | 31,760 | $6.04M | 0.03% | −27,018−46.0% | Reduced |
| First American Trust, FSB | 31,727 | $6.04M | 0.85% | +581+1.9% | Added |
| Cyndeo Wealth Partners, LLC | 31,383 | $5.97M | 0.62% | +3,537+12.7% | Added |
| Pacer Advisors, Inc. | 31,252 | $5.95M | 0.02% | +773+2.5% | Added |
| SG Americas Securities, LLC | 30,769 | $5.86M | 0.08% | +4,461+17.0% | Added |
| Synovus Financial Corp | 30,657 | $5.83M | 0.07% | +713+2.4% | Added |
| Tower View Investment Management & Research LLC | 30,602 | $5.82M | 4.09% | −289−0.9% | Reduced |
| Louisiana State Employees Retirement System | 30,600 | $5.82M | 0.13% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 30,529 | $5.81M | 0.25% | −822−2.6% | Reduced |
| Alps Advisors Inc | 30,173 | $5.74M | 0.05% | −118,044−79.6% | Reduced |
| Crestline Management, LP | 30,000 | $5.71M | 0.68% | −5,000−14.3% | Reduced |
| Advisor Partners II, LLC | 29,906 | $5.69M | 0.23% | +275+0.9% | 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 |
| Cornerstone Advisors, LLC | 29,000 | $5.52M | 0.26% | +23,100+391.5% | Added |
| Steward Partners Investment Advisory, LLC | 28,975 | $5.51M | 0.08% | +9,960+52.4% | Added |
| D. E. Shaw & Co., Inc. | 28,603 | $5.44M | 0.01% | −117,515−80.4% | Reduced |