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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, Q4 2023

Institutional positions in Marsh & McLennan Companies, Inc. as of Dec 31, 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
1,376
+103 vs. Q3 2023
Shares held
434.8M
+4.66M (+1.1%) vs. Q3 2023
Total value
$82.4B
+$483.5M (+0.6%) vs. Q3 2023
New holders
187
476 more added
Sold out
84
493 more reduced

21 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,376 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ4 2023: $82.4B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2023.

Institutions holding MRSH in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%−12−92.3%Reduced
Sofos Investments, Inc.0$80.00%0Unchanged
Castleview Partners, LLC1$1890.00%+1New
Financial Perspectives, Inc1$1890.00%+1New
Tfo-TDC, LLC2$3790.00%00.0%Unchanged
PEAK6 Investments LLC3$5210.00%+3New
Motco4$7580.00%−368−98.9%Reduced
Delos Wealth Advisors, LLC4$7580.00%−143−97.3%Reduced
Bangor Savings Bank4$7580.00%00.0%Unchanged
O'Dell Group, LLC4$7610.00%+4New
Financial Synergies Wealth Advisors, Inc.5$8280.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.5$9030.00%00.0%Unchanged
ClariVest Asset Management LLC5$9440.00%00.0%Unchanged
Delta Asset Management LLC5$9470.00%+5New
Householder Group Estate & Retirement Specialist, LLC8$1.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$1.14K0.00%−52−89.7%Reduced
Cape Investment Advisory, Inc.6$1.14K0.00%+6New
Tennessee Valley Asset Management Partners6$1.15K0.00%+6New
Register Financial Advisors LLC7$1.34K0.00%00.0%Unchanged
Lummis Asset Management, LP8$1.52K0.00%+8New
Country Trust Bank11$2.08K0.00%−204−94.9%Reduced
VisionPoint Advisory Group, LLC11$2.08K0.00%−27−71.1%Reduced
Sanctuary Wealth Management, L.L.C.11$2.08K0.00%00.0%Unchanged
Baystate Wealth Management LLC12$2.30K0.00%+2+20.0%Added
Fairman Group, LLC13$2.46K0.00%+13New
Princeton Global Asset Management LLC14$2.65K0.00%+14New
TSFG, LLC18$3.00K0.00%−3−14.3%Reduced
Vaughan Nelson Investment Management, L.P.16$3.00K0.00%+16New
Longfellow Investment Management Co LLC17$3.22K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group17$3.22K0.00%00.0%Unchanged
North Star Investment Management Corp.18$3.41K0.00%00.0%Unchanged
Valued Wealth Advisors LLC18$3.43K0.00%+18New
Bradley & Co. Private Wealth Management, LLC19$3.60K0.00%00.0%Unchanged
Focused Wealth Management, Inc19$3.62K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$3.79K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.21$4.00K0.00%00.0%Unchanged
Main Street Group, LTD23$4.36K0.00%+23New
Iron Horse Wealth Management, LLC24$4.55K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC24$4.55K0.00%00.0%Unchanged
Salem Investment Counselors Inc25$4.74K0.00%−11−30.6%Reduced
Laffer Tengler Investments25$4.74K0.00%+25New
DiNuzzo Private Wealth, Inc.26$4.93K0.00%+26New
Tacita Capital Inc29$5.50K0.00%+29New
Frank, Rimerman Advisors LLC29$5.50K0.00%+29New
DT Investment Partners, LLC29$5.60K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.68K0.00%−143−82.7%Reduced
SJS Investment Consulting Inc.30$5.68K0.00%+1+3.4%Added
Avion Wealth34$6.00K0.00%−2−5.6%Reduced
AlphaMark Advisors, LLC30$6.00K0.00%+30New
TFC Financial Management34$6.44K0.00%00.0%Unchanged
Creative Capital Management Investments LLC35$6.63K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC36$6.82K0.01%+36New
Atwood & Palmer Inc39$7.39K0.00%00.0%Unchanged
FSA Wealth Management LLC42$8.00K0.00%+42New
Red Tortoise LLC43$8.15K0.00%00.0%Unchanged
Horizons Wealth Management44$8.34K0.01%00.0%Unchanged
American National Bank46$8.72K0.00%00.0%Unchanged
Planning Capital Management Corp46$8.72K0.01%+46New
Provenance Wealth Advisors, LLC47$8.90K0.00%+22+88.0%Added
Mascoma Wealth Management LLC50$9.47K0.00%−11−18.0%Reduced
Ritter Daniher Financial Advisory LLC50$9.47K0.00%00.0%Unchanged
Richardson Financial Services Inc.50$9.47K0.01%+50New
FWL Investment Management, LLC52$9.85K0.01%+52New
Rakuten Securities, Inc.52$9.85K0.01%+52New
Toth Financial Advisory Corp55$10.4K0.00%00.0%Unchanged
Atlantic Trust, LLC55$10.4K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC56$10.6K0.00%+56New
Northwest Capital Management Inc58$11.0K0.00%+10+20.8%Added
Mowery & Schoenfeld Wealth Management, LLC58$11.0K0.02%+58New
Long Island Wealth Management, Inc.57$11.0K0.01%+57New
Evermay Wealth Management LLC59$11.2K0.00%+4+7.3%Added
Lowe Wealth Advisors, LLC60$11.4K0.01%−40−40.0%Reduced
Pflug Koory, LLC61$11.6K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC61$11.6K0.01%00.0%Unchanged
Aspect Partners, LLC64$12.1K0.01%+64New
Central Bank & Trust Co65$12.3K0.00%00.0%Unchanged
Sound Income Strategies, LLC66$12.4K0.00%+48+266.7%Added
Carmichael Hill & Associates, Inc.70$13.3K0.01%00.0%Unchanged
Silicon Valley Capital Partners71$13.4K0.00%+1+1.4%Added
Arcadia Investment Management Corp74$14.0K0.00%00.0%Unchanged
Gleason Group, Inc.75$14.2K0.00%00.0%Unchanged
Fortitude Family Office, LLC76$14.4K0.01%+76New
First Pacific Financial79$15.0K0.00%−20−20.2%Reduced
First Personal Financial Services80$15.2K0.00%00.0%Unchanged
Point72 Europe (London) LLP84$15.9K0.00%+84New
True Wealth Design, LLC85$16.1K0.00%−703−89.2%Reduced
Clean Yield Group85$16.1K0.01%00.0%Unchanged
Oakworth Capital, Inc.85$16.1K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC89$16.9K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP90$17.1K0.01%00.0%Unchanged
Raffa Wealth Management, LLC91$17.2K0.01%+24+35.8%Added
DB Wealth Management Group, LLC96$18.2K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC97$18.4K0.00%−51−34.5%Reduced
First Foundation Advisors99$18.8K0.00%−998−91.0%Reduced
First Command Advisory Services, Inc.100$18.9K0.00%+100New
Perritt Capital Management Inc101$19.1K0.01%00.0%Unchanged
Key Financial Inc103$19.5K0.01%00.0%Unchanged
Abound Wealth Management106$20.1K0.01%+1+1.0%Added
Asset Dedication, LLC115$22.0K0.00%00.0%Unchanged
NVWM, LLC119$22.5K0.01%+2+1.7%Added