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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 15,783 | $2.99M | 0.43% | +226+1.5% | Added |
| Ronald Blue Trust, Inc. | 15,786 | $3.00M | 0.05% | +587+3.9% | Added |
| Northwest Investment Counselors, LLC | 16,019 | $3.04M | 0.81% | −1,086−6.3% | Reduced |
| Putnam Investments LLC | 16,329 | $3.09M | 0.00% | −402−2.4% | Reduced |
| Cetera Investment Advisers | 16,483 | $3.12M | 0.03% | +2,875+21.1% | Added |
| Aigen Investment Management, LP | 16,503 | $3.13M | 0.56% | +10,139+159.3% | Added |
| Morton Community Bank | 16,547 | $3.14M | 1.02% | +16,547 | New |
| NewEdge Wealth, LLC | 16,553 | $3.14M | 0.08% | −914−5.2% | Reduced |
| Ascent Group, LLC | 16,082 | $3.16M | 0.30% | +933+6.2% | Added |
| Diversified Trust Co | 16,723 | $3.17M | 0.11% | −211−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 16,766 | $3.18M | 0.04% | −55,547−76.8% | Reduced |
| Vinva Investment Management Ltd | 16,922 | $3.19M | 0.22% | +2,526+17.5% | Added |
| Toroso Investments, LLC | 16,864 | $3.20M | 0.08% | +9,680+134.7% | Added |
| SG Americas Securities, LLC | 17,182 | $3.25M | 0.04% | −13,587−44.2% | Reduced |
| Norinchukin Bank, The | 17,188 | $3.26M | 0.08% | −1,521−8.1% | Reduced |
| Bokf, NA | 17,333 | $3.28M | 0.06% | +185+1.1% | Added |
| Empirical Finance, LLC | 17,365 | $3.29M | 0.23% | +60+0.3% | Added |
| Hantz Financial Services, Inc. | 17,421 | $3.30M | 0.07% | −336−1.9% | Reduced |
| Welch & Forbes LLC | 17,444 | $3.31M | 0.05% | −825−4.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,566 | $3.33M | 0.23% | +148+0.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,833 | $3.38M | 0.07% | +3,834+27.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,103 | $3.43M | 1.59% | +1,673+10.2% | Added |
| Souders Financial Advisors | 18,121 | $3.43M | 0.59% | +44+0.2% | Added |
| Hartline Investment Corp | 18,128 | $3.43M | 0.56% | +136+0.8% | Added |
| Weiss Asset Management LP | 18,288 | $3.47M | 0.25% | +18,288 | New |
| LGT Group Foundation | 18,363 | $3.47M | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 18,300 | $3.47M | 0.01% | −58,200−76.1% | Reduced |
| FDx Advisors, Inc. | 18,555 | $3.52M | 0.27% | −6,934−27.2% | Reduced |
| Mechanics Bank Trust Department | 18,589 | $3.52M | 0.55% | +408+2.2% | Added |
| Argent Trust Co | 18,850 | $3.57M | 0.18% | +794+4.4% | Added |
| E. Ohman J:or Asset Management AB | 19,124 | $3.62M | 0.13% | −3,700−16.2% | Reduced |
| Becker Capital Management Inc | 19,385 | $3.67M | 0.13% | −540−2.7% | Reduced |
| Delap Wealth Advisory, LLC | 19,462 | $3.69M | 1.67% | +9,780+101.0% | Added |
| Varma Mutual Pension Insurance Co | 19,900 | $3.77M | 0.04% | +19,900 | New |
| RBF Capital, LLC | 20,000 | $3.79M | 0.24% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 20,070 | $3.80M | 0.18% | −367−1.8% | Reduced |
| Alerus Financial NA | 20,130 | $3.81M | 0.31% | −2,396−10.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 20,454 | $3.88M | 0.17% | +430+2.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 21,063 | $3.99M | 0.36% | +45+0.2% | Added |
| Axxcess Wealth Management, LLC | 21,113 | $4.00M | 0.12% | +7,869+59.4% | Added |
| Gamco Investors, Inc. Et Al | 21,159 | $4.01M | 0.04% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 21,258 | $4.03M | 0.58% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 21,321 | $4.04M | 0.48% | −3,160−12.9% | Reduced |
| CWM, LLC | 21,445 | $4.06M | 0.02% | −258−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 21,904 | $4.15M | 1.11% | +1,633+8.1% | Added |
| Sompo Asset Management Co., Ltd. | 22,120 | $4.19M | 0.76% | −320−1.4% | Reduced |
| Lafayette Investments, Inc. | 22,123 | $4.19M | 1.04% | −75−0.3% | Reduced |
| Magnetar Financial LLC | 22,246 | $4.21M | 0.11% | +13,417+152.0% | Added |
| Kestra Advisory Services, LLC | 22,331 | $4.23M | 0.03% | +1,558+7.5% | Added |
| CX Institutional | 22,600 | $4.28M | 0.23% | +2,839+14.4% | Added |
| Capital International Sarl | 22,621 | $4.29M | 0.16% | −442−1.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,666 | $4.29M | 0.38% | +186+0.8% | Added |
| GWM Advisors LLC | 22,398 | $4.37M | 0.04% | +5,064+29.2% | Added |
| Essex LLC | 23,160 | $4.39M | 1.09% | +500+2.2% | Added |
| Capital Planning Advisors, LLC | 23,180 | $4.39M | 0.83% | −341−1.4% | Reduced |
| Investment Management Corp of Ontario | 23,287 | $4.41M | 0.11% | +23,287 | New |
| Metis Global Partners, LLC | 23,443 | $4.44M | 0.18% | −2,172−8.5% | Reduced |
| Parcion Private Wealth LLC | 23,700 | $4.49M | 0.41% | +383+1.6% | Added |
| Two Sigma Investments, LP | 23,829 | $4.51M | 0.01% | −88,961−78.9% | Reduced |
| Shelton Capital Management | 24,317 | $4.61M | 0.15% | +10,168+71.9% | Added |
| Occudo Quantitative Strategies LP | 24,497 | $4.64M | 0.63% | +19,726+413.5% | Added |
| Oak Ridge Investments LLC | 24,595 | $4.66M | 0.54% | +642+2.7% | Added |
| Keybank National Association | 25,051 | $4.75M | 0.02% | −24−0.1% | Reduced |
| FineMark National Bank & Trust | 25,437 | $4.82M | 0.20% | +8,920+54.0% | Added |
| Commerce Bank | 25,461 | $4.82M | 0.03% | +169+0.7% | Added |
| Bonness Enterprises Inc | 25,500 | $4.83M | 2.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 25,567 | $4.84M | 0.45% | −5,816−18.5% | Reduced |
| New Mexico Educational Retirement Board | 25,741 | $4.88M | 0.19% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 26,280 | $4.98M | 2.35% | 00.0% | Unchanged |
| Harrington Investments, INC | 26,577 | $5.04M | 3.12% | −70−0.3% | Reduced |
| Ieq Capital, LLC | 26,597 | $5.04M | 0.08% | +1,630+6.5% | Added |
| Crestline Management, LP | 27,000 | $5.12M | 0.47% | −3,000−10.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 27,050 | $5.13M | 0.52% | −31,334−53.7% | Reduced |
| American Trust | 27,177 | $5.15M | 0.38% | −820−2.9% | Reduced |
| Kinneret Advisory, LLC | 27,502 | $5.21M | 0.58% | −175−0.6% | Reduced |
| Cornerstone Advisors, LLC | 27,700 | $5.25M | 0.23% | −1,300−4.5% | Reduced |
| Legacy Advisors, LLC | 27,802 | $5.27M | 0.68% | −9,681−25.8% | Reduced |
| Zions Bancorporation, N.A. | 27,841 | $5.28M | 0.36% | +868+3.2% | Added |
| Synovus Financial Corp | 28,011 | $5.31M | 0.08% | −2,646−8.6% | Reduced |
| Federated Hermes, Inc. | 28,386 | $5.38M | 0.01% | +61+0.2% | Added |
| Triasima Portfolio Management inc. | 29,121 | $5.52M | 0.46% | +3,456+13.5% | Added |
| Cary Street Partner Investment Advisory LLC | 29,406 | $5.57M | 0.27% | +844+3.0% | Added |
| Cetera Advisor Networks LLC | 29,526 | $5.59M | 0.03% | −6,626−18.3% | Reduced |
| Sawtooth Solutions, LLC | 29,698 | $5.63M | 0.15% | +273+0.9% | Added |
| Bleakley Financial Group, LLC | 29,761 | $5.64M | 0.18% | +336+1.1% | Added |
| Louisiana State Employees Retirement System | 29,800 | $5.65M | 0.12% | −800−2.6% | Reduced |
| Snowden Capital Advisors LLC | 29,970 | $5.68M | 0.22% | −559−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 30,081 | $5.70M | 0.79% | −17,017−36.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,360 | $5.75M | 0.01% | −3,055−9.1% | Reduced |
| Alps Advisors Inc | 30,373 | $5.75M | 0.05% | +200+0.7% | Added |
| Tower View Investment Management & Research LLC | 30,576 | $5.79M | 3.59% | −26−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,714 | $5.82M | 0.08% | +1,739+6.0% | Added |
| Securian Asset Management, Inc | 31,178 | $5.91M | 0.17% | −4,268−12.0% | Reduced |
| Lido Advisors, LLC | 31,318 | $5.93M | 0.06% | +8,008+34.4% | Added |
| Stonegate Investment Group, LLC | 31,434 | $5.96M | 0.20% | −596−1.9% | Reduced |
| First American Trust, FSB | 31,986 | $6.06M | 0.75% | +259+0.8% | Added |
| NBT Bank N A | 32,161 | $6.09M | 0.48% | −110−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 32,344 | $6.13M | 0.50% | +4,094+14.5% | Added |
| Illinois Municipal Retirement Fund | 32,733 | $6.20M | 0.10% | −13,505−29.2% | Reduced |
| Churchill Management Corp | 32,782 | $6.21M | 0.10% | −797−2.4% | Reduced |