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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 4,694 | $893.3K | 0.22% | +878+23.0% | Added |
| Integrated Advisors Network LLC | 4,684 | $891.3K | 0.05% | +67+1.5% | Added |
| Oppenheimer & Co Inc | 4,671 | $888.9K | 0.02% | −56−1.2% | Reduced |
| Capital Investment Advisors, LLC | 4,643 | $883.6K | 0.02% | +4,643 | New |
| SRN Advisors, LLC | 4,634 | $881.9K | 0.87% | +88+1.9% | Added |
| Symmetry Partners, LLC | 4,599 | $875.0K | 0.05% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,588 | $873.1K | 0.11% | +258+6.0% | Added |
| Charter Trust Co | 4,574 | $870.4K | 0.07% | −142−3.0% | Reduced |
| JGP Wealth Management, LLC | 4,555 | $866.8K | 0.15% | −52−1.1% | Reduced |
| We Are One Seven, LLC | 4,544 | $864.7K | 0.07% | −216−4.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,516 | $859.3K | 0.24% | +4,516 | New |
| Schechter Investment Advisors, LLC | 4,436 | $844.2K | 0.08% | +36+0.8% | Added |
| Quadrant Private Wealth Management, LLC | 4,435 | $844.0K | 0.28% | 00.0% | Unchanged |
| Sonnipe Ltd | 4,418 | $840.7K | 0.12% | −203−4.4% | Reduced |
| Fulton Bank, N.A. | 4,417 | $840.6K | 0.04% | +441+11.1% | Added |
| West Family Investments, Inc. | 4,379 | $833.3K | 0.29% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,312 | $820.6K | 0.36% | +1,342+45.2% | Added |
| Versor Investments LP | 4,303 | $818.9K | 0.17% | +4,303 | New |
| Personal Cfo Solutions, LLC | 4,205 | $800.2K | 0.16% | +2,898+221.7% | Added |
| Moloney Securities Asset Management, LLC | 4,187 | $796.8K | 0.14% | +4,187 | New |
| Dark Forest Capital Management LP | 4,182 | $795.8K | 0.07% | +4,182 | New |
| Amplius Wealth Advisors, LLC | 4,161 | $791.8K | 0.11% | +301+7.8% | Added |
| Fidelis Capital Partners, LLC | 4,154 | $790.5K | 0.27% | +201+5.1% | Added |
| EverSource Wealth Advisors, LLC | 4,098 | $780.0K | 0.08% | −77−1.8% | Reduced |
| Stephens Inc | 4,098 | $779.8K | 0.01% | −199−4.6% | Reduced |
| Gateway Investment Advisers LLC | 4,068 | $774.1K | 0.01% | −89−2.1% | Reduced |
| Western Wealth Management, LLC | 4,033 | $767.5K | 0.06% | +28+0.7% | Added |
| Financial Counselors Inc | 4,033 | $767.5K | 0.02% | −37−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 4,028 | $766.5K | 0.08% | 00.0% | Unchanged |
| Toews Corp | 4,000 | $761.2K | 0.46% | +4,000 | New |
| GM Advisory Group, Inc. | 3,999 | $761.0K | 0.06% | +13+0.3% | Added |
| Two Sigma Securities, LLC | 3,989 | $759.1K | 0.04% | +2,787+231.9% | Added |
| Buckingham Strategic Wealth, LLC | 3,983 | $758.0K | 0.01% | +13+0.3% | Added |
| Bryn Mawr Trust Co | 3,978 | $757.0K | 0.03% | −140−3.4% | Reduced |
| Fiducient Advisors LLC | 3,978 | $757.0K | 0.04% | +3,978 | New |
| Stratos Wealth Partners, LTD. | 3,943 | $750.4K | 0.02% | +850+27.5% | Added |
| Procyon Private Wealth Partners, LLC | 3,925 | $746.9K | 0.08% | −51−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,914 | $744.9K | 0.01% | +191+5.1% | Added |
| Waypoint Capital Advisors, LLC | 3,908 | $743.7K | 0.25% | +46+1.2% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $740.5K | 0.18% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,871 | $736.7K | 0.40% | +270+7.5% | Added |
| Summit Trail Advisors, LLC | 3,853 | $733.2K | 0.03% | +298+8.4% | Added |
| VeraBank, N.A. | 3,790 | $721.2K | 0.28% | 00.0% | Unchanged |
| First Manhattan Co | 3,788 | $720.9K | 0.00% | +12+0.3% | Added |
| Mirabella Financial Services LLP | 3,779 | $719.1K | 0.10% | +199+5.6% | Added |
| Ellevest, Inc. | 3,758 | $715.1K | 0.05% | +109+3.0% | Added |
| Kenfarb & Co. | 3,755 | $714.6K | 0.65% | −100−2.6% | Reduced |
| JSF Financial, LLC | 3,733 | $710.4K | 0.28% | −15−0.4% | Reduced |
| Conning Inc. | 3,728 | $709.4K | 0.03% | −40−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,724 | $708.7K | 0.01% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,718 | $707.5K | 0.17% | −24−0.6% | Reduced |
| Spire Wealth Management | 3,656 | $695.8K | 0.03% | +2,558+233.0% | Added |
| Ausdal Financial Partners, Inc. | 3,647 | $694.0K | 0.10% | +36+1.0% | Added |
| McAdam, LLC | 3,631 | $691.0K | 0.06% | −523−12.6% | Reduced |
| Graypoint LLC | 3,604 | $685.8K | 0.06% | +67+1.9% | Added |
| UniSuper Management Pty Ltd | 3,600 | $685.1K | 0.01% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 3,590 | $683.2K | 0.45% | −2−0.1% | Reduced |
| AIA Group Ltd | 3,576 | $680.5K | 0.03% | +3,576 | New |
| Cullen/Frost Bankers, Inc. | 3,536 | $672.9K | 0.01% | −110−3.0% | Reduced |
| Nicolet Bankshares Inc | 3,518 | $669.5K | 0.21% | −2,041−36.7% | Reduced |
| Caldwell Trust Co | 3,514 | $668.7K | 0.09% | −25−0.7% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $666.0K | 0.17% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $666.0K | 0.29% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,484 | $663.0K | 0.03% | −557−13.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,480 | $662.2K | 0.34% | −437−11.2% | Reduced |
| HRT Financial LP | 3,481 | $662.0K | 0.01% | −31,629−90.1% | Reduced |
| Kathmere Capital Management, LLC | 3,470 | $660.3K | 0.10% | +827+31.3% | Added |
| Chesapeake Asset Management LLC | 3,463 | $659.0K | 0.64% | +416+13.7% | Added |
| Hilltop Holdings Inc. | 3,428 | $652.3K | 0.08% | −219−6.0% | Reduced |
| Harvest Fund Management Co., Ltd | 3,399 | $647.0K | 0.11% | +2,591+320.7% | Added |
| Buckley Wealth Management, LLC | 3,396 | $646.3K | 0.24% | −952−21.9% | Reduced |
| Ostrum Asset Management | 3,392 | $645.5K | 0.06% | −2,870−45.8% | Reduced |
| Gladstone Institutional Advisory LLC | 3,295 | $627.1K | 0.04% | −267−7.5% | Reduced |
| Thrive Wealth Management, LLC | 3,292 | $626.5K | 0.17% | +95+3.0% | Added |
| Empower Advisory Group, LLC | 3,286 | $625.4K | 0.00% | +193+6.2% | Added |
| Abbrea Capital, LLC | 3,259 | $620.0K | 0.10% | +2+0.1% | Added |
| Rodgers Brothers Inc. | 3,250 | $618.5K | 0.11% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $617.3K | 0.11% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,237 | $616.0K | 0.03% | +195+6.4% | Added |
| AMG National Trust Bank | 3,204 | $609.7K | 0.02% | −15−0.5% | Reduced |
| National Asset Management, Inc. | 3,201 | $609.1K | 0.02% | +428+15.4% | Added |
| Duncker Streett & Co Inc | 3,200 | $609.0K | 0.14% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,190 | $607.1K | 0.01% | +21+0.7% | Added |
| Leavell Investment Management, Inc. | 3,158 | $601.0K | 0.04% | +8+0.3% | Added |
| Bill Few Associates, Inc. | 3,150 | $599.4K | 0.31% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,146 | $598.6K | 0.17% | +12+0.4% | Added |
| Summit Global Investments | 3,125 | $595.0K | 0.04% | −188−5.7% | Reduced |
| Defined Wealth Management, LLC | 3,113 | $592.4K | 0.51% | +16+0.5% | Added |
| Adviser Investments LLC | 3,101 | $590.1K | 0.01% | +22+0.7% | Added |
| Strategic Blueprint, LLC | 3,089 | $587.9K | 0.05% | +7+0.2% | Added |
| Level Four Advisory Services, LLC | 3,074 | $585.1K | 0.04% | +38+1.3% | Added |
| Baader Bank INC | 3,073 | $584.7K | 0.05% | +3,073 | New |
| Delta Financial Group, Inc. | 3,062 | $583.0K | 0.20% | +3,062 | New |
| Glassman Wealth Services | 3,039 | $578.3K | 0.09% | +523+20.8% | Added |
| 9258 Wealth Management, LLC | 3,037 | $577.9K | 0.11% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,016 | $573.9K | 0.03% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 2,987 | $568.4K | 0.46% | −315−9.5% | Reduced |
| Chilton Investment Co LLC | 2,969 | $565.0K | 0.02% | +993+50.3% | Added |
| Montag A & Associates Inc | 2,927 | $557.0K | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,910 | $553.8K | 0.08% | +2,910 | New |