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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 7,514 | $1.43M | 0.07% | +420+5.9% | Added |
| Bellwether Advisors, LLC | 7,466 | $1.42M | 0.39% | +7,466 | New |
| TrinityPoint Wealth, LLC | 7,452 | $1.42M | 0.28% | +20.0% | Added |
| Clearstead Advisors, LLC | 7,405 | $1.41M | 0.09% | −6−0.1% | Reduced |
| D.A. Davidson & Co. | 7,371 | $1.40M | 0.02% | −73−1.0% | Reduced |
| Coldstream Capital Management Inc | 7,366 | $1.40M | 0.05% | −42−0.6% | Reduced |
| Summit Financial, LLC | 7,304 | $1.39M | 0.10% | −164−2.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,304 | $1.39M | 0.02% | +10+0.1% | Added |
| DFPG Investments, LLC | 6,990 | $1.38M | 0.13% | −1,109−13.7% | Reduced |
| Comerica Securities,inc. | 7,244 | $1.38M | 0.11% | −981−11.9% | Reduced |
| Toroso Investments, LLC | 7,184 | $1.37M | 0.04% | +375+5.5% | Added |
| Ballentine Partners, LLC | 7,181 | $1.37M | 0.03% | +1,504+26.5% | Added |
| RCS Financial Planning, LLC | 7,155 | $1.36M | 1.04% | +10.0% | Added |
| Fund Management at Engine No. 1 LLC | 7,066 | $1.34M | 0.21% | +624+9.7% | Added |
| Axq Capital, LP | 6,900 | $1.31M | 0.46% | +6,900 | New |
| Wintrust Investments LLC | 6,854 | $1.30M | 0.14% | −410−5.6% | Reduced |
| Arden Trust Co | 6,809 | $1.30M | 0.22% | −232−3.3% | Reduced |
| Syon Capital LLC | 6,749 | $1.28M | 0.16% | +6,749 | New |
| Smithfield Trust Co | 6,672 | $1.27M | 0.08% | +29+0.4% | Added |
| Wedmont Private Capital | 6,518 | $1.26M | 0.13% | +750+13.0% | Added |
| Pinnacle Associates Ltd | 6,537 | $1.24M | 0.02% | −68−1.0% | Reduced |
| Elmwood Wealth Management, Inc. | 6,518 | $1.24M | 0.60% | +27+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 6,499 | $1.24M | 0.15% | 00.0% | Unchanged |
| Gries Financial LLC | 6,478 | $1.23M | 0.33% | +348+5.7% | Added |
| Citizens & Northern Corp | 6,467 | $1.23M | 0.49% | −236−3.5% | Reduced |
| TrimTabs Asset Management, LLC | 6,431 | $1.22M | 0.65% | −175−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,425 | $1.22M | 0.11% | −158−2.4% | Reduced |
| AXS Investments LLC | 6,389 | $1.22M | 0.31% | −497−7.2% | Reduced |
| Peapack Gladstone Financial Corp | 6,383 | $1.22M | 0.02% | −43−0.7% | Reduced |
| Nilsine Partners, LLC | 6,380 | $1.21M | 0.18% | −6−0.1% | Reduced |
| Aigen Investment Management, LP | 6,364 | $1.21M | 0.23% | −41,627−86.7% | Reduced |
| Citizens Financial Group Inc | 6,340 | $1.21M | 0.05% | −17,921−73.9% | Reduced |
| Gotham Asset Management, LLC | 6,338 | $1.21M | 0.02% | −21−0.3% | Reduced |
| Stokes Family Office, LLC | 6,307 | $1.20M | 0.14% | +446+7.6% | Added |
| Canandaigua National Bank & Trust Co | 6,261 | $1.19M | 0.19% | +108+1.8% | Added |
| Horizon Investments, LLC | 6,273 | $1.19M | 0.04% | +307+5.1% | Added |
| Exchange Bank | 6,247 | $1.19M | 1.14% | −73−1.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,212 | $1.18M | 0.03% | +7+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,176 | $1.18M | 0.19% | −132−2.1% | Reduced |
| King Luther Capital Management Corp | 6,144 | $1.17M | 0.01% | +1,462+31.2% | Added |
| DF Dent & Co Inc | 6,099 | $1.16M | 0.02% | +30.0% | Added |
| United Bank | 6,098 | $1.16M | 0.69% | −241−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 6,072 | $1.16M | 0.02% | +2,632+76.5% | Added |
| Ameritas Investment Partners, Inc. | 6,057 | $1.15M | 0.05% | −166−2.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,941 | $1.15M | 0.01% | −1,786−23.1% | Reduced |
| Shell Asset Management Co | 5,998 | $1.14M | 0.05% | +16+0.3% | Added |
| Boyd Watterson Asset Management LLC | 5,984 | $1.14M | 0.50% | −524−8.1% | Reduced |
| Prosperity Financial Group, Inc. | 5,881 | $1.12M | 0.92% | +706+13.6% | Added |
| Parallel Advisors, LLC | 5,879 | $1.12M | 0.04% | −194−3.2% | Reduced |
| Aries Wealth Management | 5,786 | $1.11M | 0.44% | +250+4.5% | Added |
| Beck Bode, LLC | 5,833 | $1.11M | 0.28% | +246+4.4% | Added |
| Norway Savings Bank | 5,822 | $1.11M | 0.55% | +5,822 | New |
| Cetera Advisors LLC | 5,815 | $1.11M | 0.02% | −3,887−40.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,715 | $1.09M | 0.53% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,700 | $1.08M | 0.26% | +900+18.8% | Added |
| Donaldson Capital Management, LLC | 5,677 | $1.08M | 0.05% | −130−2.2% | Reduced |
| Trust Asset Management LLC | 5,677 | $1.08M | 0.12% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,671 | $1.08M | 0.34% | −209−3.6% | Reduced |
| Profund Advisors LLC | 5,652 | $1.08M | 0.06% | −278−4.7% | Reduced |
| Center For Asset Management LLC | 5,612 | $1.07M | 1.07% | −146−2.5% | Reduced |
| Boltwood Capital Management | 5,582 | $1.06M | 0.39% | −107−1.9% | Reduced |
| Dover Advisors, LLC | 5,530 | $1.05M | 1.06% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 5,448 | $1.04M | 0.28% | +5,448 | New |
| CAPROCK Group, Inc. | 5,442 | $1.04M | 0.08% | −1,673−23.5% | Reduced |
| Fox Run Management, L.L.C. | 5,427 | $1.03M | 0.31% | −1,381−20.3% | Reduced |
| Eqis Capital Management, Inc. | 5,426 | $1.03M | 0.13% | +873+19.2% | Added |
| Meeder Advisory Services, Inc. | 5,424 | $1.03M | 0.13% | −1,433−20.9% | Reduced |
| Capstone Investment Advisors, LLC | 5,419 | $1.03M | 0.03% | +5,342+6,937.7% | Added |
| Venturi Wealth Management, LLC | 5,408 | $1.03M | 0.08% | −155−2.8% | Reduced |
| Douglas Lane & Associates, LLC | 5,345 | $1.02M | 0.02% | −150−2.7% | Reduced |
| Bridgefront Capital, LLC | 5,338 | $1.02M | 0.71% | +653+13.9% | Added |
| Penserra Capital Management LLC | 5,345 | $1.01M | 0.02% | −311−5.5% | Reduced |
| Cigna Investments Inc | 5,312 | $1.01M | 0.23% | −685−11.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,243 | $997.7K | 0.02% | +2,459+88.3% | Added |
| Paulson Wealth Management Inc. | 5,215 | $992.4K | 0.35% | −19−0.4% | Reduced |
| NEOS Investment Management LLC | 5,211 | $991.7K | 0.13% | +5,211 | New |
| Regents of the University of California | 5,200 | $989.6K | 0.13% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $987.8K | 0.63% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,173 | $984.4K | 0.03% | +1,090+26.7% | Added |
| Essex Investment Management Co LLC | 5,111 | $972.6K | 0.16% | −68−1.3% | Reduced |
| Concord Wealth Partners | 5,080 | $966.8K | 0.21% | +4,828+1,915.9% | Added |
| Prescott Group Capital Management, L.L.C. | 5,055 | $962.0K | 0.21% | +5,055 | New |
| Wade G W & Inc | 5,050 | $961.0K | 0.04% | +5,050 | New |
| HM Payson & Co | 5,037 | $958.5K | 0.02% | +744+17.3% | Added |
| Perigon Wealth Management, LLC | 5,034 | $958.0K | 0.04% | −213−4.1% | Reduced |
| SFMG, LLC | 4,985 | $948.6K | 0.10% | −79−1.6% | Reduced |
| Concord Asset Management, LLC | 4,975 | $946.7K | 0.32% | +4,975 | New |
| Murphy Pohlad Asset Management LLC | 4,970 | $945.8K | 0.41% | −80−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,963 | $944.5K | 0.04% | +399+8.7% | Added |
| Boston Financial Mangement LLC | 4,924 | $937.0K | 0.04% | −42−0.8% | Reduced |
| KCS Wealth Advisory | 4,893 | $931.1K | 0.40% | −846−14.7% | Reduced |
| Allred Capital Management, LLC | 4,851 | $923.2K | 0.46% | −156−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,785 | $910.6K | 0.08% | +66+1.4% | Added |
| Credit Agricole S A | 4,781 | $909.8K | 0.03% | +4,657+3,755.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,771 | $908.0K | 0.12% | +9+0.2% | Added |
| Occudo Quantitative Strategies LP | 4,771 | $907.9K | 0.12% | −12,301−72.1% | Reduced |
| Clarius Group, LLC | 4,768 | $907.4K | 0.09% | −1,082−18.5% | Reduced |
| Manchester Capital Management LLC | 4,729 | $899.9K | 0.13% | +194+4.3% | Added |
| United Capital Financial Advisers, LLC | 4,716 | $897.5K | 0.01% | −3,826−44.8% | Reduced |
| Global Retirement Partners, LLC | 4,693 | $896.8K | 0.05% | +26+0.6% | Added |