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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 13,608 | $2.59M | 0.02% | +554+4.2% | Added |
| Miracle Mile Advisors, LLC | 13,433 | $2.56M | 0.08% | −32−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,244 | $2.52M | 0.09% | +10,022+311.0% | Added |
| Bouvel Investment Partners, LLC | 13,153 | $2.50M | 1.35% | +393+3.1% | Added |
| Centiva Capital, LP | 13,070 | $2.49M | 0.12% | +1,917+17.2% | Added |
| iA Global Asset Management Inc. | 12,955 | $2.46M | 0.07% | −1,116−7.9% | Reduced |
| Heritage Wealth Advisors | 12,952 | $2.46M | 0.13% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 12,808 | $2.44M | 0.34% | +331+2.7% | Added |
| Private Trust Co NA | 12,756 | $2.43M | 0.32% | −30.0% | Reduced |
| Tiaa Trust, National Association | 12,668 | $2.41M | 0.01% | +12,668 | New |
| Vestmark Advisory Solutions, Inc. | 12,613 | $2.40M | 0.17% | −14,951−54.2% | Reduced |
| ExodusPoint Capital Management, LP | 12,536 | $2.39M | 0.03% | +9,227+278.8% | Added |
| Private Advisor Group, LLC | 12,202 | $2.32M | 0.02% | −517−4.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,134 | $2.31M | 1.04% | −99−0.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 12,114 | $2.31M | 0.37% | −5,115−29.7% | Reduced |
| Quantinno Capital Management LP | 12,029 | $2.29M | 0.10% | +4,026+50.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $2.28M | 1.61% | −4,000−25.0% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $2.28M | 1.29% | 00.0% | Unchanged |
| Girard Partners Ltd. | 11,988 | $2.28M | 0.26% | −865−6.7% | Reduced |
| Verition Fund Management LLC | 11,943 | $2.27M | 0.03% | +2,706+29.3% | Added |
| Vident Advisory, LLC | 11,784 | $2.24M | 0.07% | +11,784 | New |
| WSFS Capital Management, LLC | 11,729 | $2.23M | 0.15% | +1,262+12.1% | Added |
| Heritage Trust Co | 11,695 | $2.23M | 0.35% | −17−0.1% | Reduced |
| Icon Advisers Inc | 11,500 | $2.18M | 0.54% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,430 | $2.18M | 0.13% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 11,263 | $2.14M | 0.10% | +4,337+62.6% | Added |
| Venture Visionary Partners LLC | 11,178 | $2.13M | 0.13% | +17+0.2% | Added |
| GTS Securities LLC | 11,036 | $2.10M | 0.04% | +2,471+28.8% | Added |
| Jefferies Financial Group Inc. | 11,000 | $2.09M | 0.05% | −5,415−33.0% | Reduced |
| Kinsale Capital Group, Inc. | 10,952 | $2.08M | 1.18% | +1,641+17.6% | Added |
| Wetherby Asset Management Inc | 10,860 | $2.07M | 0.12% | −70−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 10,760 | $2.05M | 0.20% | −830−7.2% | Reduced |
| Capital Asset Advisory Services LLC | 10,461 | $2.02M | 0.14% | +1,408+15.6% | Added |
| Park Avenue Securities LLC | 10,589 | $2.02M | 0.03% | +277+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,534 | $2.00M | 0.01% | +1,522+16.9% | Added |
| Front Row Advisors LLC | 10,492 | $2.00M | 0.92% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,417 | $1.98M | 0.67% | −206−1.9% | Reduced |
| Raymond James Trust N.A. | 10,384 | $1.98M | 0.06% | −371−3.4% | Reduced |
| First National Trust Co | 10,368 | $1.97M | 0.09% | −1,623−13.5% | Reduced |
| Bishop Rock Capital, L.P. | 10,153 | $1.93M | 7.94% | −17,400−63.2% | Reduced |
| Hills Bank & Trust Co | 10,121 | $1.93M | 0.22% | −981−8.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,114 | $1.92M | 0.12% | +925+10.1% | Added |
| Beverly Hills Private Wealth, LLC | 10,077 | $1.92M | 0.57% | −10,373−50.7% | Reduced |
| Advisory Services Network, LLC | 10,058 | $1.91M | 0.05% | +285+2.9% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.90M | 0.09% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,919 | $1.89M | 0.05% | +9,887+30,896.9% | Added |
| MAI Capital Management | 9,896 | $1.88M | 0.03% | +1,352+15.8% | Added |
| Tealwood Asset Management Inc | 9,856 | $1.88M | 0.96% | +112+1.1% | Added |
| Avantax Advisory Services, Inc. | 9,764 | $1.86M | 0.02% | +1,764+22.1% | Added |
| Chatham Capital Group, Inc. | 9,710 | $1.85M | 0.41% | 00.0% | Unchanged |
| Pensionfund Sabic | 9,700 | $1.85M | 0.65% | −1,000−9.3% | Reduced |
| Delap Wealth Advisory, LLC | 9,682 | $1.84M | 1.78% | +9+0.1% | Added |
| Veriti Management LLC | 9,650 | $1.84M | 0.21% | −13−0.1% | Reduced |
| Brighton Jones LLC | 9,635 | $1.83M | 0.09% | −338−3.4% | Reduced |
| Vectors Research Management, LLC | 10,258 | $1.83M | 0.59% | −434−4.1% | Reduced |
| Greenleaf Trust | 9,516 | $1.81M | 0.02% | +228+2.5% | Added |
| Moneta Group Investment Advisors LLC | 9,495 | $1.81M | 0.04% | −100−1.0% | Reduced |
| Courier Capital LLC | 9,489 | $1.81M | 0.15% | −391−4.0% | Reduced |
| Balentine LLC | 9,483 | $1.80M | 0.06% | +186+2.0% | Added |
| Belpointe Asset Management LLC | 9,482 | $1.80M | 0.19% | +3,543+59.7% | Added |
| Grimes & Company, Inc. | 9,435 | $1.80M | 0.07% | +30+0.3% | Added |
| Mission Wealth Management, LP | 9,332 | $1.78M | 0.07% | +145+1.6% | Added |
| Clifford Swan Investment Counsel LLC | 9,109 | $1.73M | 0.07% | −600−6.2% | Reduced |
| Merit Financial Group, LLC | 9,089 | $1.73M | 0.06% | +3,220+54.9% | Added |
| Signaturefd, LLC | 9,086 | $1.73M | 0.05% | +548+6.4% | Added |
| Wealthcare Advisory Partners LLC | 8,963 | $1.71M | 0.08% | −104−1.1% | Reduced |
| Cary Street Partners Asset Management LLC | 8,958 | $1.70M | 0.32% | −227−2.5% | Reduced |
| Wealth Alliance | 8,935 | $1.70M | 0.27% | −595−6.2% | Reduced |
| Savant Capital, LLC | 8,930 | $1.70M | 0.03% | +124+1.4% | Added |
| RMR Wealth Builders | 8,848 | $1.68M | 0.27% | 00.0% | Unchanged |
| Magnetar Financial LLC | 8,829 | $1.68M | 0.04% | +8,829 | New |
| Fiduciary Trust Co | 8,752 | $1.67M | 0.03% | −20−0.2% | Reduced |
| Quadrant Capital Group LLC | 8,688 | $1.65M | 0.17% | +762+9.6% | Added |
| Sweet Financial Partners, LLC | 8,534 | $1.62M | 0.43% | +95+1.1% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.62M | 0.14% | 00.0% | Unchanged |
| Westpac Banking Corp | 8,502 | $1.62M | 0.12% | −7,252−46.0% | Reduced |
| Bartlett & Co. LLC | 8,411 | $1.60M | 0.03% | −103−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,411 | $1.60M | 0.03% | −103−1.2% | Reduced |
| Qtron Investments LLC | 8,398 | $1.60M | 0.30% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,350 | $1.59M | 0.03% | +1,489+21.7% | Added |
| L & S Advisors Inc | 8,293 | $1.58M | 0.23% | +8,293 | New |
| LS Investment Advisors, LLC | 8,258 | $1.57M | 0.30% | 00.0% | Unchanged |
| Banco Santander, S.A. | 8,142 | $1.55M | 0.02% | +350+4.5% | Added |
| Chesley Taft & Associates LLC | 8,140 | $1.55M | 0.10% | −555−6.4% | Reduced |
| Machina Capital S.A.S. | 8,129 | $1.55M | 0.87% | +4,859+148.6% | Added |
| Enterprise Bank & Trust Co | 7,985 | $1.52M | 0.63% | −4−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,975 | $1.52M | 0.35% | −464−5.5% | Reduced |
| HB Wealth Management, LLC | 7,883 | $1.50M | 0.02% | +1,421+22.0% | Added |
| Missouri Trust & Investment Co | 7,837 | $1.49M | 0.67% | +2,122+37.1% | Added |
| Desjardins Global Asset Management Inc. | 7,830 | $1.49M | 0.16% | +636+8.8% | Added |
| PFG Advisors | 7,810 | $1.49M | 0.13% | −1,085−12.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,789 | $1.48M | 0.16% | −194−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 7,744 | $1.47M | 0.05% | +177+2.3% | Added |
| TCTC Holdings, LLC | 7,738 | $1.47M | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,720 | $1.47M | 0.58% | +30+0.4% | Added |
| Wimmer Associates 1, LLC | 7,691 | $1.46M | 0.91% | −364−4.5% | Reduced |
| LMCG Investments, LLC | 7,683 | $1.46M | 0.10% | −240−3.0% | Reduced |
| Evercore Wealth Management, LLC | 7,667 | $1.46M | 0.03% | −852−10.0% | Reduced |
| TD Private Client Wealth LLC | 7,649 | $1.46M | 0.06% | −421−5.2% | Reduced |
| DoubleLine ETF Adviser LP | 7,607 | $1.45M | 0.52% | +464+6.5% | Added |