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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 828,860 | $157.0M | 1.62% | −24,706−2.9% | Reduced |
| Principal Financial Group Inc | 829,203 | $157.1M | 0.10% | −44,092−5.0% | Reduced |
| Raymond James & Associates | 877,616 | $166.3M | 0.12% | −40,180−4.4% | Reduced |
| Waverton Investment Management Ltd | 904,724 | $171.4M | 4.16% | +9,187+1.0% | Added |
| Aviva PLC | 927,160 | $175.7M | 0.63% | +29,893+3.3% | Added |
| Ninety One UK Ltd | 927,389 | $175.7M | 0.52% | −84,063−8.3% | Reduced |
| Polar Capital Holdings Plc | 954,928 | $180.9M | 1.26% | −8,194−0.9% | Reduced |
| HSBC Holdings PLC | 977,061 | $185.0M | 0.17% | +6,705+0.7% | Added |
| Envestnet Asset Management Inc | 1,012,420 | $191.8M | 0.08% | −199,284−16.4% | Reduced |
| FIL Ltd | 1,031,029 | $195.3M | 0.21% | +125,095+13.8% | Added |
| Rhumbline Advisers | 1,035,281 | $196.2M | 0.21% | +8,296+0.8% | Added |
| Qube Research & Technologies Ltd | 1,063,836 | $201.6M | 0.46% | +563,526+112.6% | Added |
| Allianz Asset Management GmbH | 1,086,340 | $205.8M | 0.38% | +87,985+8.8% | Added |
| Storebrand Asset Management AS | 1,135,109 | $215.1M | 0.78% | +763,382+205.4% | Added |
| DekaBank Deutsche Girozentrale | 1,180,332 | $221.1M | 0.45% | +10,161+0.9% | Added |
| Ako Capital LLP | 1,181,242 | $223.8M | 3.19% | +303,967+34.6% | Added |
| Credit Suisse AG | 1,183,851 | $224.3M | 0.22% | −165,623−12.3% | Reduced |
| Findlay Park Partners LLP | 1,184,667 | $224.5M | 2.20% | +84,243+7.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,261,577 | $239.0M | 0.18% | −16,029−1.3% | Reduced |
| First Trust Advisors LP | 1,313,071 | $248.8M | 0.27% | +312,533+31.2% | Added |
| Bank of Montreal | 1,373,772 | $260.5M | 0.14% | +580,753+73.2% | Added |
| Impax Asset Management Group plc | 1,384,825 | $261.8M | 1.05% | +1,384,825 | New |
| Veritas Investment Partners (UK) Ltd. | 1,404,598 | $266.1M | 5.74% | +203,017+16.9% | Added |
| Montrusco Bolton Investments Inc. | 1,475,835 | $274.6M | 3.41% | +566,675+62.3% | Added |
| Manufacturers Life Insurance Company, The | 1,451,217 | $275.0M | 0.16% | +162,824+12.6% | Added |
| Royal Bank of Canada | 1,497,361 | $283.7M | 0.07% | +435,788+41.1% | Added |
| Alliancebernstein L.P. | 1,541,308 | $292.0M | 0.11% | −14,846−1.0% | Reduced |
| Swiss National Bank | 1,544,600 | $292.7M | 0.21% | −46,700−2.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,581,605 | $299.7M | 0.76% | +265,289+20.2% | Added |
| American Century Companies Inc | 1,614,695 | $305.9M | 0.21% | −246,867−13.3% | Reduced |
| Acadian Asset Management LLC | 1,625,103 | $307.9M | 1.19% | +484,068+42.4% | Added |
| Barclays PLC | 1,658,015 | $314.1M | 0.16% | +140,933+9.3% | Added |
| Dimensional Fund Advisors LP | 1,724,752 | $326.8M | 0.10% | +88,033+5.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,847,133 | $350.0M | 0.85% | +203,328+12.4% | Added |
| Bahl & Gaynor Inc | 1,889,100 | $357.9M | 2.15% | −69,949−3.6% | Reduced |
| Alphinity Investment Management Pty Ltd | 2,063,768 | $391.0M | 3.97% | +184,826+9.8% | Added |
| Invesco Ltd. | 2,075,043 | $393.2M | 0.09% | +167,730+8.8% | Added |
| Janus Henderson Group PLC | 2,129,482 | $403.5M | 0.24% | +482,833+29.3% | Added |
| Capital Research Global Investors | 2,140,750 | $405.6M | 0.10% | −880.0% | Reduced |
| Amundi | 2,191,396 | $418.8M | 0.19% | +493,487+29.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,355,885 | $446.4M | 0.29% | −292,139−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,582,186 | $489.2M | 0.12% | +51,222+2.0% | Added |
| Nippon Life Insurance Co | 2,622,700 | $496.9M | 22.70% | 00.0% | Unchanged |
| Primecap Management Co | 2,906,344 | $550.7M | 0.44% | −26,250−0.9% | Reduced |
| Jensen Investment Management Inc | 2,949,005 | $558.7M | 4.23% | −67,471−2.2% | Reduced |
| Longview Partners (Guernsey) LTD | 3,093,157 | $586.1M | 3.91% | −234,852−7.1% | Reduced |
| California Public Employees Retirement System | 3,246,459 | $615.1M | 0.47% | −31,117−0.9% | Reduced |
| Wells Fargo & Company | 3,278,032 | $621.1M | 0.18% | −95,940−2.8% | Reduced |
| Clearbridge Investments, LLC | 3,335,923 | $632.1M | 0.54% | −4,643−0.1% | Reduced |
| Artisan Partners Limited Partnership | 3,450,461 | $653.8M | 1.03% | +25,202+0.7% | Added |
| Deutsche Bank AG | 3,464,517 | $656.4M | 0.34% | +660,456+23.6% | Added |
| UBS Group AG | 3,474,995 | $658.4M | 0.26% | +305,440+9.6% | Added |
| Bank of New York Mellon Corp | 3,580,759 | $678.4M | 0.14% | −61,247−1.7% | Reduced |
| Goldman Sachs Group Inc | 3,611,057 | $684.2M | 0.15% | −528,994−12.8% | Reduced |
| Legal & General Group Plc | 3,628,422 | $687.5M | 0.21% | +3,322+0.1% | Added |
| Lazard Asset Management LLC | 3,748,923 | $710.3M | 0.90% | −13,031−0.3% | Reduced |
| UBS Asset Management Americas Inc | 4,068,796 | $770.9M | 0.30% | +118,700+3.0% | Added |
| JPMorgan Chase & Co | 4,250,658 | $805.4M | 0.08% | −12,192−0.3% | Reduced |
| Parnassus Investments | 4,259,567 | $807.1M | 1.79% | +11,459+0.3% | Added |
| Nuveen Asset Management, LLC | 4,576,692 | $867.1M | 0.28% | +120,636+2.7% | Added |
| Norges Bank | 5,531,627 | $1.05B | 0.18% | +664,522+13.7% | Added |
| Northern Trust Corp | 5,703,257 | $1.08B | 0.20% | −276,564−4.6% | Reduced |
| Morgan Stanley | 6,086,594 | $1.15B | 0.10% | −58,452−1.0% | Reduced |
| Bank of America Corp | 6,586,174 | $1.25B | 0.14% | −348,895−5.0% | Reduced |
| Mawer Investment Management Ltd. | 7,157,615 | $1.36B | 6.95% | −84,454−1.2% | Reduced |
| Ameriprise Financial Inc | 7,748,126 | $1.47B | 0.44% | −530,533−6.4% | Reduced |
| Geode Capital Management, LLC | 10,019,020 | $1.89B | 0.20% | +174,275+1.8% | Added |
| Price T Rowe Associates Inc | 10,243,245 | $1.94B | 0.26% | +2,526,701+32.7% | Added |
| Massachusetts Financial Services Co | 12,110,217 | $2.29B | 0.74% | −249,516−2.0% | Reduced |
| Wellington Management Group LLP | 12,412,139 | $2.35B | 0.44% | −2,230,121−15.2% | Reduced |
| Capital World Investors | 17,214,197 | $3.26B | 0.58% | +8670.0% | Added |
| FMR LLC | 19,468,152 | $3.69B | 0.28% | +45,016+0.2% | Added |
| Capital International Investors | 19,972,782 | $3.78B | 0.85% | +19,609+0.1% | Added |
| State Street Corp | 20,988,478 | $3.98B | 0.19% | +279,183+1.3% | Added |
| BlackRock Inc. | 40,998,157 | $7.77B | 0.20% | +434,780+1.1% | Added |
| Vanguard Group Inc | 43,798,034 | $8.30B | 0.18% | +180,128+0.4% | Added |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,265,958−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −419,252−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −279,123−100.0% | Sold out |
| Rit Capital Partners PLC | 0 | $0 | 0.00% | −203,100−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −113,710−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −102,625−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −57,934−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −47,540−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −45,077−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,605−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −24,451−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −18,187−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −16,448−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −13,680−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −7,466−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −7,066−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −6,431−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −6,307−100.0% | Sold out |
| Dover Advisors, LLC | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,427−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,419−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,338−100.0% | Sold out |