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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 124 | $23.5K | 0.00% | −116,805−99.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 129 | $24.4K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 130 | $24.6K | 0.00% | −10−7.1% | Reduced |
| REAP Financial Group, LLC | 131 | $24.9K | 0.01% | +131 | New |
| Valley National Advisers Inc | 133 | $25.0K | 0.00% | +103+343.3% | Added |
| Sunbelt Securities, Inc. | 132 | $25.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 135 | $25.6K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 136 | $25.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 137 | $26.0K | 0.00% | +18+15.1% | Added |
| Avalon Trust Co | 138 | $26.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $26.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $26.3K | 0.01% | +139 | New |
| ZRC Wealth Management, LLC | 147 | $28.0K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 148 | $28.0K | 0.01% | +52+54.2% | Added |
| Cordant, Inc. | 150 | $28.4K | 0.02% | +150 | New |
| Ofi Invest Asset Management | 168 | $28.8K | 0.00% | +10+6.3% | Added |
| Capital Analysts, LLC | 152 | $29.0K | 0.00% | −18−10.6% | Reduced |
| Sachetta, LLC | 154 | $29.2K | 0.01% | +154 | New |
| Atlas Capital Advisors LLC | 158 | $29.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 158 | $29.9K | 0.02% | +158 | New |
| Resurgent Financial Advisors LLC | 162 | $30.7K | 0.02% | +6+3.8% | Added |
| Canton Hathaway, LLC | 164 | $31.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 174 | $33.0K | 0.05% | +174 | New |
| Covestor Ltd | 173 | $33.0K | 0.02% | +3+1.8% | Added |
| Cornerstone Planning Group LLC | 175 | $33.2K | 0.01% | +21+13.6% | Added |
| Institutional & Family Asset Management, LLC | 190 | $36.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 191 | $36.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 192 | $36.4K | 0.03% | +192 | New |
| Bell Investment Advisors, Inc | 197 | $37.3K | 0.01% | −3−1.5% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $37.9K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 200 | $38.0K | 0.01% | −50−20.0% | Reduced |
| Kepos Capital LP | 204 | $39.0K | 0.01% | +204 | New |
| South State Corp. | 209 | $39.6K | 0.00% | −7−3.2% | Reduced |
| HHM Wealth Advisors, LLC | 210 | $39.8K | 0.01% | +210 | New |
| GW&K Investment Management, LLC | 212 | $40.0K | 0.00% | +8+3.9% | Added |
| Arlington Partners LLC | 214 | $40.5K | 0.01% | −11−4.9% | Reduced |
| SRS Capital Advisors, Inc. | 215 | $40.8K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 228 | $43.2K | 0.02% | +228 | New |
| Piscataqua Savings Bank | 229 | $43.4K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 231 | $43.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 233 | $44.1K | 0.00% | −1−0.4% | Reduced |
| Spartan Planning & Wealth Management | 235 | $44.5K | 0.05% | −1,097−82.4% | Reduced |
| Operose Advisors LLC | 240 | $45.5K | 0.02% | −155−39.2% | Reduced |
| First Financial Corp | 247 | $46.8K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 255 | $48.4K | 0.02% | +255 | New |
| Jones Financial Companies LLLP | 261 | $49.5K | 0.00% | −16−5.8% | Reduced |
| JFS Wealth Advisors, LLC | 270 | $51.2K | 0.00% | +123+83.7% | Added |
| Dunhill Financial, LLC | 281 | $53.2K | 0.05% | +281 | New |
| Quent Capital, LLC | 285 | $54.0K | 0.01% | +38+15.4% | Added |
| Trifecta Capital Advisors, LLC | 289 | $54.8K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 290 | $54.9K | 0.00% | +12+4.3% | Added |
| Quarry LP | 292 | $55.3K | 0.03% | −284−49.3% | Reduced |
| Perkins Coie Trust Co | 295 | $55.9K | 0.01% | −32−9.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 295 | $55.9K | 0.03% | +12+4.2% | Added |
| Financial Management Professionals, Inc. | 295 | $56.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 297 | $56.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $56.5K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 298 | $56.5K | 0.07% | +298 | New |
| JJJ Advisors Inc. | 300 | $56.8K | 0.01% | −95−24.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 300 | $56.8K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $58.3K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 311 | $58.9K | 0.01% | −6−1.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 319 | $60.4K | 0.03% | −2−0.6% | Reduced |
| Rockbridge Investment Management, LCC | 320 | $60.6K | 0.01% | +320 | New |
| McClarren Financial Advisors, Inc. | 328 | $62.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 326 | $62.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 334 | $63.3K | 0.00% | +34+11.3% | Added |
| Arlington Trust Co LLC | 338 | $64.0K | 0.02% | +113+50.2% | Added |
| Heritage Wealth Advisors | 341 | $64.6K | 0.00% | −12,611−97.4% | Reduced |
| Geneos Wealth Management Inc. | 343 | $65.0K | 0.00% | +13+3.9% | Added |
| Scarborough Advisors, LLC | 344 | $65.2K | 0.01% | +344 | New |
| Silvant Capital Management LLC | 358 | $67.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 362 | $69.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 360 | $70.4K | 0.02% | +1+0.3% | Added |
| DSM Capital Partners LLC | 372 | $70.5K | 0.00% | +372 | New |
| Stuart Chaussee & Associates, Inc. | 374 | $70.9K | 0.02% | +277+285.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $72.0K | 0.03% | +380 | New |
| Loomis Sayles & Co L P | 386 | $73.0K | 0.00% | +21+5.8% | Added |
| Wetzel Investment Advisors, Inc. | 383 | $73.0K | 0.04% | +383 | New |
| MV Capital Management, Inc. | 391 | $74.1K | 0.01% | +11+2.9% | Added |
| Versant Capital Management, Inc | 392 | $74.3K | 0.02% | +5+1.3% | Added |
| Ancora Advisors, LLC | 395 | $74.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 403 | $76.4K | 0.06% | +403 | New |
| DHJJ Financial Advisors, Ltd. | 410 | $77.7K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 419 | $79.4K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 425 | $80.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 427 | $80.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 429 | $81.3K | 0.00% | −200−31.8% | Reduced |
| State of Wyoming | 440 | $83.4K | 0.02% | +440 | New |
| Eagle Bay Advisors LLC | 441 | $83.6K | 0.05% | −9−2.0% | Reduced |
| Dougherty Wealth Advisers LLC | 443 | $83.9K | 0.08% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 447 | $84.7K | 0.06% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $85.3K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 451 | $85.5K | 0.04% | +1+0.2% | Added |
| EntryPoint Capital, LLC | 454 | $86.0K | 0.08% | +454 | New |
| Turtle Creek Wealth Advisors, LLC | 458 | $86.8K | 0.03% | +458 | New |
| Northwest Financial Advisors | 493 | $93.4K | 0.08% | +493 | New |
| Chelsea Counsel Co | 500 | $94.7K | 0.05% | −425−45.9% | Reduced |
| Union Savings Bank | 501 | $94.9K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 504 | $95.4K | 0.04% | +43+9.3% | Added |