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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 77,142 | $14.6M | 0.11% | −37,314−32.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 78,000 | $14.8M | 0.20% | +32,500+71.4% | Added |
| Advisors Asset Management, Inc. | 78,978 | $15.0M | 0.31% | −8,213−9.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 79,374 | $15.0M | 0.20% | +1,133+1.4% | Added |
| Factory Mutual Insurance Co | 79,400 | $15.0M | 0.19% | 00.0% | Unchanged |
| Tredje AP-fonden | 79,492 | $15.1M | 0.19% | +2,700+3.5% | Added |
| Creative Planning | 79,742 | $15.1M | 0.03% | −10,528−11.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 81,840 | $15.5M | 0.53% | +1,024+1.3% | Added |
| Northwest & Ethical Investments L.P. | 82,003 | $15.5M | 0.48% | −510−0.6% | Reduced |
| Osborne Partners Capital Management, LLC | 84,148 | $15.9M | 1.04% | −712−0.8% | Reduced |
| Ardevora Asset Management LLP | 85,562 | $16.2M | 1.44% | −76,527−47.2% | Reduced |
| Utah Retirement Systems | 85,821 | $16.3M | 0.21% | +400+0.5% | Added |
| Van Eck Associates Corp | 85,834 | $16.3M | 0.03% | +3,579+4.4% | Added |
| Czech National Bank | 86,373 | $16.4M | 0.23% | +160.0% | Added |
| Wesleyan Assurance Society | 86,426 | $16.4M | 1.62% | 00.0% | Unchanged |
| Torray LLC | 87,022 | $16.5M | 2.67% | 00.0% | Unchanged |
| Gabelli Funds LLC | 88,100 | $16.7M | 0.13% | −10,200−10.4% | Reduced |
| Squarepoint Ops LLC | 90,601 | $17.2M | 0.07% | −10,440−10.3% | Reduced |
| Sequoia Financial Advisors, LLC | 91,170 | $17.3M | 0.21% | +87,256+2,229.3% | Added |
| Fort Pitt Capital Group, LLC | 91,914 | $17.4M | 0.57% | −460−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 92,960 | $17.6M | 0.03% | +9,557+11.5% | Added |
| Walter Public Investments Inc. | 93,584 | $17.7M | 3.73% | +8,000+9.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 93,602 | $17.7M | 0.08% | +6,340+7.3% | Added |
| USS Investment Management Ltd | 94,310 | $17.9M | 0.16% | −8,843−8.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 94,369 | $17.9M | 0.21% | −1,372−1.4% | Reduced |
| PGGM Investments | 94,750 | $18.0M | 0.27% | +2,079+2.2% | Added |
| CIBC Asset Management Inc | 95,155 | $18.0M | 0.07% | −9,556−9.1% | Reduced |
| M&T Bank Corp | 95,582 | $18.1M | 0.07% | −6,307−6.2% | Reduced |
| Marathon Asset Mgmt Ltd | 97,172 | $18.4M | 0.52% | −6,268−6.1% | Reduced |
| IFM Investors Pty Ltd | 97,597 | $18.5M | 0.23% | −779−0.8% | Reduced |
| Azimuth Capital Investment Management LLC | 99,734 | $18.9M | 0.85% | +355+0.4% | Added |
| Boston Private Wealth LLC | 101,418 | $19.2M | 0.47% | −29,992−22.8% | Reduced |
| Texas Permanent School Fund | 101,804 | $19.3M | 0.17% | −259−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 102,378 | $19.4M | 0.04% | −25,764−20.1% | Reduced |
| ProShare Advisors LLC | 102,628 | $19.4M | 0.06% | −6,154−5.7% | Reduced |
| Captrust Financial Advisors | 102,676 | $19.5M | 0.07% | +7,052+7.4% | Added |
| Crestwood Advisors Group LLC | 103,164 | $19.5M | 0.46% | −1,233−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 103,990 | $19.7M | 0.03% | +75,387+263.6% | Added |
| Davenport & Co LLC | 104,111 | $19.7M | 0.14% | −25,537−19.7% | Reduced |
| ING Groep NV | 104,178 | $19.7M | 0.16% | +104,115+165,261.9% | Added |
| Washington Trust Co | 104,349 | $19.8M | 0.78% | −3,963−3.7% | Reduced |
| Meitav Dash Investments Ltd | 105,000 | $19.9M | 0.29% | +105,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,976 | $20.5M | 0.15% | +8,658+8.7% | Added |
| Retirement Systems of Alabama | 108,668 | $20.6M | 0.09% | −3,020−2.7% | Reduced |
| AMF Pensionsforsakring AB | 113,181 | $21.5M | 0.18% | 00.0% | Unchanged |
| Boston Family Office LLC | 115,042 | $21.8M | 1.64% | +1,477+1.3% | Added |
| Wafra Inc. | 115,722 | $21.9M | 1.29% | −133,051−53.5% | Reduced |
| Brown Brothers Harriman & Co | 115,932 | $22.0M | 0.18% | −5,268−4.3% | Reduced |
| Martingale Asset Management L P | 116,780 | $22.1M | 0.45% | −8,833−7.0% | Reduced |
| DnB Asset Management AS | 120,411 | $22.8M | 0.12% | +5,405+4.7% | Added |
| QRG Capital Management, Inc. | 122,327 | $23.2M | 0.34% | +2,685+2.2% | Added |
| Amalgamated Bank | 123,450 | $23.4M | 0.19% | −6,575−5.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 124,135 | $23.5M | 2.32% | −26,031−17.3% | Reduced |
| Prio Wealth Limited Partnership | 124,719 | $23.6M | 0.81% | +609+0.5% | Added |
| Forsta Ap-Fonden | 126,800 | $24.0M | 0.24% | +100+0.1% | Added |
| Swiss Life Asset Management Ltd | 127,515 | $24.2M | 0.29% | −23,157−15.4% | Reduced |
| CIBC World Markets Corp | 128,986 | $24.4M | 0.13% | +35,054+37.3% | Added |
| Federation des caisses Desjardins du Quebec | 129,361 | $24.5M | 0.23% | −9,254−6.7% | Reduced |
| Formuepleje A/S | 129,996 | $24.6M | 1.75% | +129,996 | New |
| Stock Yards Bank & Trust Co | 131,901 | $25.0M | 0.89% | −7,596−5.4% | Reduced |
| EULAV Asset Management | 132,000 | $25.0M | 0.77% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 133,447 | $25.3M | 0.04% | −22,665−14.5% | Reduced |
| Xponance, Inc. | 133,765 | $25.3M | 0.30% | +9,653+7.8% | Added |
| Neuberger Berman Group LLC | 134,162 | $25.4M | 0.02% | −4,884−3.5% | Reduced |
| Susquehanna International Group, LLP | 134,505 | $25.5M | 0.04% | −56,381−29.5% | Reduced |
| Guggenheim Capital LLC | 135,744 | $25.7M | 0.20% | +20,040+17.3% | Added |
| MetLife Investment Management | 136,075 | $25.8M | 0.19% | −2,646−1.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 136,586 | $25.9M | 0.54% | −43,424−24.1% | Reduced |
| Arizona State Retirement System | 138,970 | $26.3M | 0.20% | −1,062−0.8% | Reduced |
| AXA S.A. | 141,159 | $26.7M | 0.09% | +2,946+2.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 142,703 | $27.0M | 0.34% | −11,000−7.2% | Reduced |
| State of Michigan Retirement System | 143,075 | $27.1M | 0.16% | −200−0.1% | Reduced |
| Cumberland Partners Ltd | 143,476 | $27.3M | 2.50% | −1,710−1.2% | Reduced |
| US Bancorp | 144,256 | $27.3M | 0.04% | −1,805−1.2% | Reduced |
| Whittier Trust Co | 144,896 | $27.5M | 0.45% | +1,436+1.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 146,227 | $27.7M | 0.58% | +12,208+9.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 147,511 | $27.9M | 0.76% | +15,743+11.9% | Added |
| Worldquant Millennium Advisors LLC | 148,791 | $28.2M | 0.39% | −90,712−37.9% | Reduced |
| 1832 Asset Management L.P. | 151,969 | $28.8M | 0.05% | +1,864+1.2% | Added |
| Janney Montgomery Scott LLC | 155,217 | $29.4M | 0.10% | +49,502+46.8% | Added |
| Nisa Investment Advisors, LLC | 155,845 | $29.5M | 0.21% | −6,005−3.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 158,793 | $30.1M | 0.17% | +4,403+2.9% | Added |
| American International Group, Inc. | 161,592 | $30.6M | 0.13% | −499−0.3% | Reduced |
| Comerica Bank | 161,634 | $30.6M | 0.14% | −1,997−1.2% | Reduced |
| Zacks Investment Management | 162,826 | $30.9M | 0.38% | +1,533+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 173,301 | $32.8M | 0.31% | −8,383−4.6% | Reduced |
| Rafferty Asset Management, LLC | 174,777 | $33.1M | 0.14% | +9,029+5.4% | Added |
| Dundas Partners LLP | 178,934 | $33.9M | 2.96% | 00.0% | Unchanged |
| Franklin Resources Inc | 179,161 | $33.9M | 0.02% | +21,392+13.6% | Added |
| Thrivent Financial for Lutherans | 182,226 | $34.5M | 0.08% | +77,893+74.7% | Added |
| Allspring Global Investments Holdings, LLC | 184,211 | $34.9M | 0.06% | −20,682−10.1% | Reduced |
| Victory Capital Management Inc | 187,418 | $35.5M | 0.04% | −23,630−11.2% | Reduced |
| Glenmede Trust Co NA | 187,945 | $35.6M | 0.18% | +22,196+13.4% | Added |
| Teacher Retirement System of Texas | 189,747 | $36.0M | 0.25% | −38,868−17.0% | Reduced |
| Handelsbanken Fonder AB | 190,612 | $36.1M | 0.18% | +52,420+37.9% | Added |
| STRS Ohio | 196,237 | $37.2M | 0.15% | −8,984−4.4% | Reduced |
| Pathstone Holdings, LLC | 198,734 | $37.7M | 0.20% | +198,734 | New |
| B. Metzler seel. Sohn & Co. AG | 199,160 | $37.7M | 0.48% | +6,000+3.1% | Added |
| Gillespie Robinson & Grimm Inc | 199,170 | $37.7M | 3.38% | +1,287+0.7% | Added |
| LPL Financial LLC | 201,341 | $38.1M | 0.02% | −697−0.3% | Reduced |