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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 32,973 | $6.25M | 0.59% | +5,379+19.5% | Added |
| AustralianSuper Pty Ltd | 33,069 | $6.27M | 0.04% | −7,659−18.8% | Reduced |
| Hartford Investment Management Co | 33,280 | $6.31M | 0.24% | −449−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 33,428 | $6.33M | 1.60% | −35−0.1% | Reduced |
| FORA Capital, LLC | 34,153 | $6.47M | 0.56% | +34,153 | New |
| Jane Street Group, LLC | 34,210 | $6.48M | 0.01% | −69,379−67.0% | Reduced |
| Point72 Hong Kong Ltd | 34,360 | $6.51M | 0.40% | +34,360 | New |
| Stokes Capital Advisors, LLC | 34,762 | $6.59M | 2.08% | +2,390+7.4% | Added |
| Cresset Asset Management, LLC | 34,860 | $6.60M | 0.04% | +1,167+3.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 35,670 | $6.76M | 0.03% | +2,233+6.7% | Added |
| Exencial Wealth Advisors, LLC | 35,693 | $6.76M | 0.28% | −328−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 35,789 | $6.78M | 0.14% | +3,425+10.6% | Added |
| Auxier Asset Management | 35,813 | $6.79M | 1.10% | −317−0.9% | Reduced |
| Interval Partners, LP | 35,900 | $6.80M | 0.30% | +35,900 | New |
| Bennett Selby Investments LP | 36,593 | $6.93M | 3.55% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 37,696 | $6.99M | 0.10% | +37,696 | New |
| Phoenix Holdings Ltd. | 33,833 | $7.22M | 0.12% | −9,199−21.4% | Reduced |
| Oregon Public Employees Retirement Fund | 38,522 | $7.30M | 0.13% | +315+0.8% | Added |
| Maryland State Retirement & Pension System | 38,533 | $7.30M | 0.15% | +410+1.1% | Added |
| Marks Group Wealth Management, Inc | 38,542 | $7.30M | 0.83% | −383−1.0% | Reduced |
| Bell Asset Management Ltd | 38,671 | $7.33M | 1.12% | −5,032−11.5% | Reduced |
| JustInvest LLC | 38,690 | $7.33M | 0.19% | −3,552−8.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $7.38M | 1.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 39,451 | $7.47M | 0.23% | +439+1.1% | Added |
| Jupiter Asset Management Ltd | 40,201 | $7.62M | 0.08% | −58,862−59.4% | Reduced |
| Aptus Capital Advisors, LLC | 40,373 | $7.65M | 0.23% | −894−2.2% | Reduced |
| Builder Investment Group Inc | 40,407 | $7.66M | 2.75% | 00.0% | Unchanged |
| Colony Group, LLC | 40,588 | $7.69M | 0.10% | +40,588 | New |
| Gulf International Bank (UK) Ltd | 40,668 | $7.71M | 0.22% | −4,685−10.3% | Reduced |
| Blair William & Co | 40,746 | $7.72M | 0.03% | −2,464−5.7% | Reduced |
| Contravisory Investment Management, Inc. | 40,750 | $7.72M | 1.89% | +150+0.4% | Added |
| Huntington National Bank | 40,887 | $7.75M | 0.07% | −442−1.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 41,417 | $7.94M | 1.09% | −2,939−6.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 42,236 | $8.00M | 0.84% | −59,606−58.5% | Reduced |
| Longbow Finance SA | 42,693 | $8.09M | 0.82% | +42,693 | New |
| Vestcor Inc | 42,799 | $8.11M | 0.27% | −113−0.3% | Reduced |
| Vontobel Holding Ltd. | 43,058 | $8.16M | 0.07% | −587−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 43,126 | $8.17M | 0.22% | +1,720+4.2% | Added |
| Daiwa Securities Group Inc. | 45,346 | $8.59M | 0.05% | +3,041+7.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,766 | $8.67M | 0.03% | −13,665−23.0% | Reduced |
| Walleye Trading LLC | 45,835 | $8.68M | 0.13% | +9,684+26.8% | Added |
| Point72 Asset Management, L.P. | 46,139 | $8.74M | 0.03% | −152,568−76.8% | Reduced |
| L1 Capital International Pty Ltd | 46,674 | $8.84M | 4.64% | +46,674 | New |
| Running Oak Capital LLC | 46,916 | $8.89M | 1.75% | +6,049+14.8% | Added |
| Gotham Asset Management, LLC | 48,539 | $9.20M | 0.17% | +42,201+665.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,545 | $9.20M | 0.20% | −42,379−46.6% | Reduced |
| Bridgewater Associates, LP | 49,271 | $9.34M | 0.05% | +34,281+228.7% | Added |
| Sawgrass Asset Management LLC | 49,308 | $9.34M | 1.05% | −23,813−32.6% | Reduced |
| MML Investors Services, LLC | 50,640 | $9.60M | 0.04% | +10,603+26.5% | Added |
| Compagnie Lombard Odier SCmA | 50,836 | $9.63M | 0.18% | +17,503+52.5% | Added |
| Pacer Advisors, Inc. | 51,087 | $9.68M | 0.03% | +19,835+63.5% | Added |
| Ethic Inc. | 53,671 | $10.2M | 0.30% | −1,481−2.7% | Reduced |
| Calamos Wealth Management LLC | 55,090 | $10.4M | 0.66% | −419−0.8% | Reduced |
| Annex Advisory Services, LLC | 55,183 | $10.5M | 0.44% | +1,840+3.4% | Added |
| Natixis | 55,311 | $10.5M | 0.08% | −12,842−18.8% | Reduced |
| CIBC Private Wealth Group, LLC | 55,459 | $10.5M | 0.02% | +4,585+9.0% | Added |
| Foyston, Gordon, & Payne Inc | 55,559 | $10.5M | 2.65% | −1,341−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 55,578 | $10.5M | 0.04% | +1,911+3.6% | Added |
| Wealthfront Advisers LLC | 55,656 | $10.5M | 0.04% | −1,662−2.9% | Reduced |
| Candriam Luxembourg S.C.A. | 56,031 | $10.6M | 0.07% | +10,184+22.2% | Added |
| DuPont Capital Management Corp | 56,251 | $10.7M | 0.93% | −14,164−20.1% | Reduced |
| Prudential PLC | 56,561 | $10.7M | 0.11% | +22,797+67.5% | Added |
| Whittier Trust Co of Nevada Inc | 56,687 | $10.7M | 0.34% | +200+0.4% | Added |
| British Columbia Investment Management Corp | 56,863 | $10.8M | 0.09% | +11,880+26.4% | Added |
| Pinebridge Investments, L.P. | 57,043 | $10.8M | 0.10% | −3,674−6.1% | Reduced |
| Brown Advisory Inc | 57,188 | $10.8M | 0.02% | −790−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,718 | $10.9M | 0.02% | −3,434−5.6% | Reduced |
| Ci Investments Inc. | 57,929 | $11.0M | 0.06% | +4,690+8.8% | Added |
| First American Bank | 58,293 | $11.0M | 0.92% | −885−1.5% | Reduced |
| Apollon Wealth Management, LLC | 58,787 | $11.1M | 0.38% | +1,923+3.4% | Added |
| Nissay Asset Management Corp | 59,032 | $11.2M | 0.09% | +1,820+3.2% | Added |
| Harbour Trust & Investment Management Co | 59,321 | $11.2M | 1.58% | +59,321 | New |
| Brinker Capital Investments, LLC | 58,870 | $11.3M | 0.13% | −1,355−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 58,870 | $11.3M | 0.13% | −1,355−2.2% | Reduced |
| Washington Trust Bank | 59,984 | $11.4M | 1.01% | +341+0.6% | Added |
| Oppenheimer Asset Management Inc. | 60,726 | $11.5M | 0.16% | −410−0.7% | Reduced |
| Atria Investments LLC | 62,014 | $11.7M | 0.18% | +2,131+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 62,829 | $11.9M | 0.16% | −8,518−11.9% | Reduced |
| Mercer Global Advisors Inc | 64,075 | $12.1M | 0.04% | +2,033+3.3% | Added |
| State of Alaska, Department of Revenue | 64,370 | $12.2M | 0.15% | −5,380−7.7% | Reduced |
| Levin Capital Strategies, L.P. | 64,588 | $12.2M | 1.36% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 54,949 | $12.3M | 0.11% | +3,811+7.5% | Added |
| Baker Avenue Asset Management, LP | 65,336 | $12.4M | 0.54% | +2,706+4.3% | Added |
| West Coast Financial LLC | 65,468 | $12.4M | 1.63% | +6,276+10.6% | Added |
| Mutual of America Capital Management LLC | 65,987 | $12.5M | 0.14% | −3,141−4.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 66,609 | $12.6M | 1.02% | +1,207+1.8% | Added |
| Aquatic Capital Management LLC | 67,200 | $12.7M | 0.32% | +67,200 | New |
| Achmea Investment Management B.V. | 67,254 | $12.7M | 0.26% | −6,542−8.9% | Reduced |
| Alaska Permanent Fund Corp | 69,764 | $13.2M | 0.22% | −1,291−1.8% | Reduced |
| JLB & Associates Inc | 70,082 | $13.3M | 1.91% | −1,365−1.9% | Reduced |
| Nixon Peabody Trust Co | 72,183 | $13.7M | 1.53% | +72,183 | New |
| Yousif Capital Management, LLC | 72,712 | $13.8M | 0.16% | −2,973−3.9% | Reduced |
| Public Employees Retirement Association of Colorado | 73,253 | $13.9M | 0.06% | −2,290−3.0% | Reduced |
| Segall Bryant & Hamill, LLC | 73,932 | $14.0M | 0.27% | −200,949−73.1% | Reduced |
| RMB Capital Management, LLC | 74,899 | $14.2M | 0.43% | −2,432−3.1% | Reduced |
| Cerity Partners LLC | 75,089 | $14.2M | 0.05% | +43,329+136.4% | Added |
| Segment Wealth Management, LLC | 75,177 | $14.2M | 1.26% | +1,977+2.7% | Added |
| Tower Research Capital LLC (TRC) | 75,233 | $14.3M | 0.18% | +50,987+210.3% | Added |
| New York Life Investment Management LLC | 76,838 | $14.6M | 0.15% | +332+0.4% | Added |
| Scotia Capital Inc. | 76,999 | $14.6M | 0.09% | +3,058+4.1% | Added |