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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 28,562 | $5.44M | 0.29% | +10,754+60.4% | Added |
| Federated Hermes, Inc. | 28,325 | $5.39M | 0.01% | −156−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 28,250 | $5.38M | 0.54% | +423+1.5% | Added |
| American Trust | 27,997 | $5.33M | 0.41% | −5,194−15.6% | Reduced |
| Kinneret Advisory, LLC | 27,677 | $5.27M | 0.65% | −16−0.1% | Reduced |
| Executive Wealth Management, LLC | 27,594 | $5.25M | 0.54% | +27,594 | New |
| Zions Bancorporation, N.A. | 26,973 | $5.13M | 0.45% | −364−1.3% | Reduced |
| Harrington Investments, INC | 26,647 | $5.07M | 3.49% | +95+0.4% | Added |
| BNC Wealth Management, LLC | 26,280 | $5.00M | 2.68% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 25,741 | $4.90M | 0.21% | +1,700+7.1% | Added |
| Triasima Portfolio Management inc. | 25,665 | $4.88M | 0.45% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 25,615 | $4.87M | 0.24% | +3,313+14.9% | Added |
| Bonness Enterprises Inc | 25,500 | $4.85M | 2.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 25,489 | $4.85M | 0.40% | −7,121−21.8% | Reduced |
| Qsemble Capital Management, LP | 25,400 | $4.83M | 0.90% | +18,400+262.9% | Added |
| Commerce Bank | 25,292 | $4.81M | 0.04% | −323−1.3% | Reduced |
| Keybank National Association | 25,075 | $4.77M | 0.02% | −402−1.6% | Reduced |
| Ieq Capital, LLC | 24,967 | $4.75M | 0.10% | +812+3.4% | Added |
| Northcape Capital Pty Ltd | 24,481 | $4.66M | 0.70% | +5,477+28.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 24,451 | $4.65M | 1.55% | +24,451 | New |
| Tower Research Capital LLC (TRC) | 24,246 | $4.61M | 0.14% | +15,928+191.5% | Added |
| Oak Ridge Investments LLC | 23,953 | $4.56M | 0.58% | +650+2.8% | Added |
| Capital Planning Advisors, LLC | 23,521 | $4.48M | 0.93% | −54−0.2% | Reduced |
| Parcion Private Wealth LLC | 23,317 | $4.44M | 0.46% | +13+0.1% | Added |
| Lido Advisors, LLC | 23,310 | $4.44M | 0.05% | −291−1.2% | Reduced |
| Capital International Sarl | 23,063 | $4.39M | 0.20% | −8,078−25.9% | Reduced |
| E. Ohman J:or Asset Management AB | 22,824 | $4.34M | 0.16% | +500+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 22,782 | $4.33M | 0.01% | −21,735−48.8% | Reduced |
| Essex LLC | 22,660 | $4.31M | 1.21% | +2,045+9.9% | Added |
| Teza Capital Management LLC | 22,649 | $4.31M | 0.70% | +22,649 | New |
| Alerus Financial NA | 22,526 | $4.29M | 0.38% | −1,015−4.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,480 | $4.28M | 0.41% | +22,480 | New |
| Sompo Asset Management Co., Ltd. | 22,440 | $4.27M | 0.94% | −1,580−6.6% | Reduced |
| Lafayette Investments, Inc. | 22,198 | $4.22M | 1.15% | +14+0.1% | Added |
| Moody National Bank Trust Division | 21,809 | $4.15M | 0.27% | +3,603+19.8% | Added |
| CWM, LLC | 21,703 | $4.13M | 0.03% | −268−1.2% | Reduced |
| Red Cedar Investment Management, LLC | 21,258 | $4.05M | 0.62% | +4,778+29.0% | Added |
| Gamco Investors, Inc. Et Al | 21,159 | $4.03M | 0.05% | −459−2.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 21,018 | $4.00M | 0.39% | +277+1.3% | Added |
| Kestra Advisory Services, LLC | 20,773 | $3.95M | 0.04% | +6,994+50.8% | Added |
| Metropolitan Life Insurance Co | 20,437 | $3.89M | 0.20% | −1,122−5.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 20,271 | $3.86M | 1.14% | +2,427+13.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,024 | $3.81M | 0.18% | +10,920+119.9% | Added |
| RBF Capital, LLC | 20,000 | $3.81M | 0.25% | 00.0% | Unchanged |
| Becker Capital Management Inc | 19,925 | $3.79M | 0.15% | −78−0.4% | Reduced |
| CX Institutional | 19,761 | $3.76M | 0.21% | +3,855+24.2% | Added |
| CIBC World Markets Inc. | 19,256 | $3.66M | 0.01% | +7,781+67.8% | Added |
| NJ State Employees Deferred Compensation Plan | 19,000 | $3.62M | 0.55% | 00.0% | Unchanged |
| Norinchukin Bank, The | 18,709 | $3.56M | 0.08% | −18,655−49.9% | Reduced |
| MU Investments Co., Ltd. | 18,110 | $3.50M | 4.69% | −200−1.1% | Reduced |
| Welch & Forbes LLC | 18,269 | $3.48M | 0.06% | −435−2.3% | Reduced |
| LGT Group Foundation | 18,363 | $3.47M | 0.09% | 00.0% | Unchanged |
| Duality Advisers, LP | 18,187 | $3.46M | 0.42% | +18,187 | New |
| Mechanics Bank Trust Department | 18,181 | $3.46M | 0.58% | +618+3.5% | Added |
| Souders Financial Advisors | 18,077 | $3.44M | 0.66% | −717−3.8% | Reduced |
| Argent Trust Co | 18,056 | $3.44M | 0.19% | +2,082+13.0% | Added |
| Hartline Investment Corp | 17,992 | $3.42M | 0.62% | +3,252+22.1% | Added |
| Hantz Financial Services, Inc. | 17,757 | $3.38M | 0.09% | +866+5.1% | Added |
| NewEdge Wealth, LLC | 17,467 | $3.32M | 0.11% | −1,279−6.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,418 | $3.31M | 0.26% | −341−1.9% | Reduced |
| GWM Advisors LLC | 17,334 | $3.30M | 0.04% | +3,801+28.1% | Added |
| Empirical Finance, LLC | 17,305 | $3.29M | 0.24% | +1,566+9.9% | Added |
| Northwest Investment Counselors, LLC | 17,105 | $3.25M | 0.91% | −139−0.8% | Reduced |
| Bokf, NA | 17,148 | $3.25M | 0.07% | −1,196−6.5% | Reduced |
| Diversified Trust Co | 16,934 | $3.22M | 0.12% | +1,231+7.8% | Added |
| Putnam Investments LLC | 16,731 | $3.18M | 0.00% | −1,787−9.7% | Reduced |
| FineMark National Bank & Trust | 16,517 | $3.14M | 0.14% | +16,517 | New |
| WBI Investments | 16,448 | $3.13M | 0.63% | +8,253+100.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,430 | $3.13M | 1.58% | −109−0.7% | Reduced |
| Icon Wealth Partners, LLC | 16,017 | $3.05M | 0.35% | −1,276−7.4% | Reduced |
| Olstein Capital Management, L.P. | 16,000 | $3.04M | 0.52% | −1,000−5.9% | Reduced |
| Regions Financial Corp | 15,847 | $3.02M | 0.03% | +361+2.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,762 | $3.00M | 0.29% | +673+4.5% | Added |
| Ascent Group, LLC | 15,149 | $3.00M | 0.33% | +72+0.5% | Added |
| River Wealth Advisors LLC | 15,680 | $2.98M | 0.53% | −259−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,590 | $2.97M | 0.08% | −16−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 15,566 | $2.96M | 0.04% | +906+6.2% | Added |
| Strategic Investment Advisors | 15,557 | $2.96M | 0.49% | +15,557 | New |
| Occidental Asset Management, LLC | 15,523 | $2.95M | 0.68% | +161+1.0% | Added |
| Pitcairn Co | 15,518 | $2.95M | 0.25% | +1,533+11.0% | Added |
| Accurate Wealth Management, LLC | 15,388 | $2.94M | 0.92% | +425+2.8% | Added |
| Financial Engines Advisors L.L.C. | 3,615 | $2.93M | 0.01% | −16,687−82.2% | Reduced |
| Assenagon Asset Management S.A. | 15,160 | $2.88M | 0.01% | −371,750−96.1% | Reduced |
| Lindenwold Advisors | 15,092 | $2.87M | 1.79% | +437+3.0% | Added |
| Sustainable Insight Capital Management, LLC | 15,042 | $2.86M | 2.81% | +15,042 | New |
| Ronald Blue Trust, Inc. | 15,199 | $2.86M | 0.04% | +1,064+7.5% | Added |
| Bridgewater Associates, LP | 14,990 | $2.85M | 0.02% | +14,990 | New |
| Sumitomo Life Insurance Co | 14,904 | $2.84M | 0.08% | +387+2.7% | Added |
| Freestone Capital Holdings, LLC | 14,831 | $2.82M | 0.15% | −357−2.4% | Reduced |
| South Dakota Investment Council | 14,668 | $2.79M | 0.06% | −1,324−8.3% | Reduced |
| Vinva Investment Management Ltd | 14,396 | $2.78M | 0.27% | −342−2.3% | Reduced |
| HBK Sorce Advisory LLC | 14,510 | $2.76M | 0.12% | +306+2.2% | Added |
| AE Wealth Management LLC | 14,365 | $2.73M | 0.02% | +40.0% | Added |
| Shelton Capital Management | 14,149 | $2.69M | 0.10% | 00.0% | Unchanged |
| Everence Capital Management Inc | 14,120 | $2.69M | 0.21% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 13,999 | $2.66M | 0.10% | −1,126−7.4% | Reduced |
| Bessemer Group Inc | 13,897 | $2.65M | 0.01% | −3,254−19.0% | Reduced |
| United Services Automobile Association | 13,802 | $2.63M | 0.07% | +1,725+14.3% | Added |
| Kingsview Wealth Management, LLC | 13,699 | $2.61M | 0.09% | +124+0.9% | Added |
| La Banque Postale Asset Management SA | 13,680 | $2.60M | 0.06% | +2,162+18.8% | Added |