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 |
|---|---|---|---|---|---|
| Gladius Capital Management LP | 2,911 | $553.7K | 0.16% | +1,188+68.9% | Added |
| Sentry Investment Management LLC | 2,868 | $546.0K | 0.26% | −651−18.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,865 | $545.2K | 0.20% | −2−0.1% | Reduced |
| Strid Group, LLC | 2,864 | $545.0K | 0.11% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,863 | $544.8K | 0.07% | +96+3.5% | Added |
| Kearns & Associates LLC | 2,860 | $544.3K | 0.51% | 00.0% | Unchanged |
| Maven Securities LTD | 2,860 | $544.3K | 0.06% | +2,860 | New |
| Eads & Heald Wealth Management | 2,830 | $539.0K | 0.28% | −70−2.4% | Reduced |
| NorthRock Partners, LLC | 2,822 | $537.0K | 0.06% | +315+12.6% | Added |
| Wealthspire Advisors, LLC | 2,813 | $535.3K | 0.01% | +1,613+134.4% | Added |
| Requisite Capital Management, LLC | 2,809 | $534.6K | 0.14% | +2,809 | New |
| Csenge Advisory Group | 2,809 | $534.5K | 0.04% | +151+5.7% | Added |
| Connecticut Wealth Management, LLC | 2,759 | $525.0K | 0.04% | +2,759 | New |
| X-Square Capital, LLC | 2,785 | $524.0K | 0.35% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,736 | $520.7K | 0.07% | +7+0.3% | Added |
| Prestige Wealth Management Group LLC | 2,690 | $511.9K | 0.13% | +1,302+93.8% | Added |
| Lincoln National Corp | 2,683 | $510.6K | 0.01% | −7,547−73.8% | Reduced |
| CWA Asset Management Group, LLC | 2,652 | $504.8K | 0.04% | +353+15.4% | Added |
| James Hambro & Partners | 2,645 | $503.4K | 0.03% | −240−8.3% | Reduced |
| TownSquare Capital, LLC | 2,641 | $502.6K | 0.01% | +796+43.1% | Added |
| Capital Advisors Inc | 2,622 | $498.9K | 0.01% | −2−0.1% | Reduced |
| Banque Pictet & Cie SA | 2,621 | $498.8K | 0.01% | −2,215−45.8% | Reduced |
| Boston Research & Management Inc | 2,620 | $498.0K | 0.15% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,609 | $496.5K | 0.29% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,600 | $494.8K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,595 | $493.8K | 0.03% | +414+19.0% | Added |
| Drake & Associates, LLC | 2,588 | $492.5K | 0.22% | +301+13.2% | Added |
| Foundations Investment Advisors, LLC | 2,580 | $491.0K | 0.02% | +86+3.4% | Added |
| Connectus Wealth, LLC | 2,570 | $489.7K | 0.01% | −82−3.1% | Reduced |
| Sage Mountain Advisors LLC | 2,573 | $489.6K | 0.07% | +72+2.9% | Added |
| Opus Capital Group, LLC | 2,570 | $489.0K | 0.09% | −504−16.4% | Reduced |
| Northeast Financial Consultants Inc | 2,560 | $487.2K | 0.03% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,580 | $486.4K | 0.07% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,545 | $484.3K | 0.21% | −31−1.2% | Reduced |
| Essex Financial Services, Inc. | 2,538 | $483.0K | 0.06% | −7−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,538 | $482.9K | 0.05% | −60−2.3% | Reduced |
| Tower Bridge Advisors | 2,535 | $482.4K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,520 | $479.6K | 0.17% | +2,520 | New |
| Stockman Wealth Management, Inc. | 2,518 | $479.2K | 0.11% | +8+0.3% | Added |
| Forum Financial Management, LP | 2,509 | $477.5K | 0.01% | −105−4.0% | Reduced |
| Deseret Mutual Benefit Administrators | 2,491 | $474.0K | 0.23% | −279−10.1% | Reduced |
| ASB Consultores, LLC | 2,454 | $467.0K | 0.18% | −1,339−35.3% | Reduced |
| ARS Investment Partners, LLC | 2,453 | $466.8K | 0.06% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $465.0K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $463.6K | 0.35% | 00.0% | Unchanged |
| Fluent Financial, LLC | 2,435 | $463.4K | 0.25% | +2,435 | New |
| Walter & Keenan Financial Consulting Co | 2,431 | $462.6K | 0.18% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,422 | $460.9K | 0.50% | +2,422 | New |
| Meritas Wealth Management, LLC | 2,421 | $460.7K | 0.35% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,410 | $458.6K | 0.03% | −84−3.4% | Reduced |
| Pure Financial Advisors, Inc. | 2,405 | $457.7K | 0.02% | +2,405 | New |
| InterOcean Capital Group, LLC | 2,398 | $456.3K | 0.01% | +10.0% | Added |
| Core Alternative Capital | 2,395 | $455.7K | 0.07% | +2,018+535.3% | Added |
| Cypress Capital Group | 2,386 | $454.1K | 0.07% | 00.0% | Unchanged |
| Tobam | 2,380 | $453.0K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,375 | $452.0K | 0.02% | −119−4.8% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $448.9K | 0.27% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,356 | $448.3K | 0.06% | −143−5.7% | Reduced |
| Park Place Capital Corp | 2,354 | $448.0K | 0.13% | −245−9.4% | Reduced |
| Sigma Planning Corp | 2,308 | $439.4K | 0.02% | +103+4.7% | Added |
| Geller Advisors LLC | 2,308 | $439.2K | 0.05% | −104−4.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,306 | $438.8K | 0.04% | −226−8.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,300 | $438.0K | 0.03% | −29−1.2% | Reduced |
| Talisman Wealth Advisors LLC | 2,284 | $434.6K | 0.75% | −7−0.3% | Reduced |
| Bank of New Hampshire | 2,261 | $430.3K | 0.13% | 00.0% | Unchanged |
| David Loasby | 2,235 | $427.2K | 0.05% | +681+43.8% | Added |
| Dynamic Advisor Solutions LLC | 2,241 | $426.5K | 0.02% | −14−0.6% | Reduced |
| Blueprint Investment Partners LLC | 2,233 | $424.9K | 0.14% | −65−2.8% | Reduced |
| Allstate Corp | 2,230 | $424.4K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,218 | $422.1K | 0.02% | +426+23.8% | Added |
| PDS Planning, Inc | 2,210 | $420.6K | 0.05% | +57+2.6% | Added |
| Mairs & Power Inc | 2,172 | $413.3K | 0.00% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,059 | $412.2K | 0.10% | −65−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 2,160 | $411.0K | 0.09% | +733+51.4% | Added |
| Asset Management Resources, LLC | 2,141 | $407.4K | 0.25% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,131 | $405.5K | 0.03% | +323+17.9% | Added |
| Gilbert & Cook, Inc. | 2,118 | $403.1K | 0.06% | −1,099−34.2% | Reduced |
| IFP Advisors, Inc | 2,116 | $402.8K | 0.02% | +262+14.1% | Added |
| Financial Advocates Investment Management | 2,113 | $402.2K | 0.03% | −309−12.8% | Reduced |
| Leonteq Securities AG | 2,113 | $402.1K | 0.04% | −687−24.5% | Reduced |
| Principal Street Partners, LLC | 2,110 | $401.6K | 0.08% | +2,110 | New |
| Tradewinds, LLC. | 2,103 | $400.2K | 0.23% | +2,103 | New |
| Smith & Howard Wealth Management, LLC | 2,100 | $399.6K | 0.14% | −90−4.1% | Reduced |
| Congress Asset Management Co | 2,087 | $397.2K | 0.00% | +2,087 | New |
| Brookstone Capital Management | 2,071 | $395.5K | 0.01% | +55+2.7% | Added |
| Israel Discount Bank of New York | 2,078 | $395.4K | 0.33% | −37−1.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,076 | $395.1K | 0.05% | +2,076 | New |
| Cassaday & Co Wealth Management LLC | 2,055 | $391.1K | 0.02% | +36+1.8% | Added |
| Main Street Financial Solutions, LLC | 2,043 | $388.8K | 0.06% | −16−0.8% | Reduced |
| Moors & Cabot, Inc. | 2,040 | $388.3K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,036 | $386.2K | 0.10% | −14−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 2,010 | $382.5K | 0.05% | −30−1.5% | Reduced |
| Avestar Capital, LLC | 2,002 | $381.0K | 0.06% | +206+11.5% | Added |
| S&CO Inc | 2,000 | $380.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,996 | $379.8K | 0.03% | −836−29.5% | Reduced |
| Covenant Partners, LLC | 1,988 | $378.3K | 0.14% | −737−27.0% | Reduced |
| Roble, Belko & Company, Inc | 1,987 | $378.0K | 0.08% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,981 | $377.0K | 0.04% | +1+0.1% | Added |
| Wedbush Securities Inc | 1,970 | $375.0K | 0.02% | −51−2.5% | Reduced |
| Wallace Capital Management Inc. | 1,960 | $373.0K | 0.06% | 00.0% | Unchanged |