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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
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−5,243−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−4,182−100.0%Sold out
Toews Corp0$00.00%−4,000−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,989−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,779−100.0%Sold out
JSF Financial, LLC0$00.00%−3,733−100.0%Sold out
AIA Group Ltd0$00.00%−3,576−100.0%Sold out
HRT Financial LP0$00.00%−3,481−100.0%Sold out
Maven Securities LTD0$00.00%−2,860−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−2,621−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−2,520−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−2,422−100.0%Sold out
Sigma Planning Corp0$00.00%−2,308−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−2,233−100.0%Sold out
Principal Street Partners, LLC0$00.00%−2,110−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,076−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,747−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−1,675−100.0%Sold out
Bank of Nova Scotia Trust Co0$00.00%−1,646−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−1,597−100.0%Sold out
Lion Street Advisors, LLC0$00.00%−1,588−100.0%Sold out
Alpha Financial Partners, LLC0$00.00%−1,582−100.0%Sold out
Gateway Advisory, LLC0$00.00%−1,572−100.0%Sold out
Advisory Research Inc0$00.00%−1,571−100.0%Sold out
XTX Topco Ltd0$00.00%−1,539−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,503−100.0%Sold out
Old National Bancorp0$00.00%−1,426−100.0%Sold out
Vicus Capital0$00.00%−1,346−100.0%Sold out
Alphadyne Asset Management LP0$00.00%−1,345−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−1,321−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−1,313−100.0%Sold out
Riverwater Partners LLC0$00.00%−1,312−100.0%Sold out
Ethos Financial Group, LLC0$00.00%−1,304−100.0%Sold out
Evoke Wealth, LLC0$00.00%−1,205−100.0%Sold out
Trust Investment Advisors0$00.00%−1,160−100.0%Sold out
Mirova0$00.00%−1,069−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−889−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−737−100.0%Sold out
Legacy Financial Group LLC0$00.00%−706−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−341−100.0%Sold out
NewSquare Capital LLC0$00.00%−226−100.0%Sold out
Earnest Partners LLC0$00.00%−220−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−204−100.0%Sold out
RVW Wealth, LLC0$00.00%−169−100.0%Sold out
Headinvest, LLC0$00.00%−150−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−138−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−82−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−77−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−68−100.0%Sold out
Briaud Financial Planning, Inc0$00.00%−44−100.0%Sold out
Syntax Research, Inc.0$00.00%−33−100.0%Sold out
JNBA Financial Advisors0$00.00%−27−100.0%Sold out
DecisionPoint Financial, LLC0$00.00%−27−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−23−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−17−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−14−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−13−100.0%Sold out
PrairieView Partners, LLC0$00.00%−7−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−6−100.0%Sold out
GoalVest Advisory LLC0$00.00%−2−100.0%Sold out
Pathstone Family Office, LLC––––Not filed
First Republic Investment Management, Inc.––––Not filed
Mastrapasqua Asset Management Inc––––Not filed
C.V. Starr & Co., Inc. Trust––––Not filed
Colony Group LLC––––Not filed
Advisor Partners II, LLC––––Not filed
MU Investments Co., Ltd.––––Not filed
Icon Wealth Partners, LLC––––Not filed
Bishop Rock Capital, L.P.––––Not filed
Comerica Securities,inc.––––Not filed
KCS Wealth Advisory––––Not filed
Bryn Mawr Trust Co––––Not filed
Kenfarb & Co.––––Not filed
Tradewinds, LLC.––––Not filed
Mark Stevens––––Not filed
Milestone Advisory Partners––––Not filed
Ropes Wealth Advisors LLC––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Column Capital Advisors, LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Steward Financial Group LLC––––Not filed