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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 512 | $97.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 515 | $97.6K | 0.00% | +62+13.7% | Added |
| Investors Research Corp | 523 | $99.1K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 542 | $102.8K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 559 | $105.9K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 569 | $107.8K | 0.05% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 580 | $109.9K | 0.02% | −160−21.6% | Reduced |
| Point72 Middle East FZE | 583 | $110.5K | 0.01% | +583 | New |
| Addison Advisors LLC | 597 | $113.1K | 0.04% | +150+33.6% | Added |
| NBC Securities, Inc. | 604 | $114.0K | 0.01% | −33−5.2% | Reduced |
| Tradition Wealth Management, LLC | 615 | $117.0K | 0.01% | +2+0.3% | Added |
| Bogart Wealth, LLC | 626 | $118.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 640 | $121.3K | 0.11% | +640 | New |
| Rosenberg Matthew Hamilton | 644 | $122.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 645 | $122.2K | 0.01% | +645 | New |
| Horizon Bancorp Inc | 649 | $123.0K | 0.06% | +26+4.2% | Added |
| Washington Trust Advisors, Inc. | 683 | $129.4K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 688 | $130.4K | 0.26% | +174+33.9% | Added |
| Independence Bank of Kentucky | 695 | $131.7K | 0.05% | +315+82.9% | Added |
| Bourgeon Capital Management LLC | 765 | $144.9K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 802 | $152.0K | 0.01% | +102+14.6% | Added |
| Group One Trading, L.P. | 812 | $153.8K | 0.00% | +812 | New |
| Kelly Financial Services LLC | 822 | $155.7K | 0.06% | +7+0.9% | Added |
| Chilton Capital Management LLC | 830 | $157.3K | 0.01% | +30+3.8% | Added |
| Tompkins Financial Corp | 868 | $164.5K | 0.02% | +250+40.5% | Added |
| Baldwin Brothers Inc | 875 | $165.8K | 0.01% | −41−4.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 900 | $170.5K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 901 | $170.7K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 905 | $171.5K | 0.01% | +64+7.6% | Added |
| CVA Family Office, LLC | 910 | $172.4K | 0.03% | +910 | New |
| Gradient Investments LLC | 968 | $183.4K | 0.00% | +224+30.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 980 | $185.7K | 0.04% | +980 | New |
| Magellan Asset Management Ltd | 983 | $186.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,012 | $192.0K | 0.03% | −2,387−70.2% | Reduced |
| Grove Bank & Trust | 1,034 | $195.9K | 0.04% | −45−4.2% | Reduced |
| Parkside Financial Bank & Trust | 1,060 | $200.8K | 0.04% | −32−2.9% | Reduced |
| Whalerock Point Partners, LLC | 1,063 | $201.4K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,064 | $201.6K | 0.04% | +11+1.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,068 | $202.4K | 0.02% | +1,068 | New |
| Founders Financial Alliance, LLC | 1,069 | $202.6K | 0.08% | +1,069 | New |
| Gryphon Financial Partners LLC | 1,127 | $202.7K | 0.04% | +67+6.3% | Added |
| Destination Wealth Management | 1,083 | $205.2K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,085 | $205.6K | 0.11% | +33+3.1% | Added |
| Wayfinding Financial, LLC | 1,091 | $206.0K | 0.14% | +1,091 | New |
| Meridian Wealth Management, LLC | 1,102 | $208.8K | 0.01% | +1,102 | New |
| Ariston Services Group | 1,102 | $208.8K | 0.20% | +1,102 | New |
| Warren Averett Asset Management, LLC | 1,105 | $209.4K | 0.01% | +10+0.9% | Added |
| Bristlecone Advisors, LLC | 1,108 | $209.9K | 0.02% | −95−7.9% | Reduced |
| Middleton & Co Inc | 1,110 | $210.3K | 0.03% | −100−8.3% | Reduced |
| Kure Advisory, LLC | 1,110 | $210.3K | 0.11% | −38−3.3% | Reduced |
| Riverview Trust Co | 1,110 | $210.3K | 0.21% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,111 | $210.5K | 0.03% | −1−0.1% | Reduced |
| Hexagon Capital Partners LLC | 1,119 | $212.0K | 0.05% | +457+69.0% | Added |
| Beck Mack & Oliver LLC | 1,120 | $212.2K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,129 | $213.9K | 0.02% | −726−39.1% | Reduced |
| Sivia Capital Partners, LLC | 1,134 | $214.9K | 0.16% | +1,134 | New |
| Schulz Wealth, LTD. | 1,135 | $215.0K | 0.21% | +1,135 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,145 | $216.9K | 0.02% | +434+61.0% | Added |
| Allworth Financial LP | 1,149 | $217.7K | 0.00% | +32+2.9% | Added |
| WestHill Financial Advisors, Inc. | 1,150 | $217.9K | 0.06% | −41−3.4% | Reduced |
| FSM Wealth Advisors, LLC | 1,154 | $218.7K | 0.09% | −10−0.9% | Reduced |
| Hollencrest Capital Management | 1,158 | $219.4K | 0.02% | +9+0.8% | Added |
| Cottonwood Capital Advisors, LLC | 1,162 | $220.2K | 0.18% | +1,162 | New |
| Marcum Wealth, LLC | 1,166 | $220.9K | 0.02% | −36−3.0% | Reduced |
| Golden State Equity Partners | 1,166 | $220.9K | 0.05% | +1,166 | New |
| Exchange Traded Concepts, LLC | 1,172 | $222.1K | 0.01% | −8,747−88.2% | Reduced |
| SlateStone Wealth, LLC | 1,179 | $223.0K | 0.03% | +1,179 | New |
| Wealth Management Associates, Inc. | 1,181 | $223.8K | 0.12% | −112−8.7% | Reduced |
| Rossmore Private Capital | 1,181 | $223.8K | 0.03% | −4−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,181 | $223.8K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,182 | $224.0K | 0.17% | +1,182 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,183 | $224.1K | 0.01% | −45−3.7% | Reduced |
| Truepoint, Inc. | 1,188 | $225.1K | 0.01% | +1,188 | New |
| Sherbrooke Park Advisers LLC | 1,189 | $225.3K | 0.11% | +1,189 | New |
| Everett Harris & Co | 1,196 | $226.6K | 0.00% | −66−5.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $227.4K | 0.01% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,200 | $227.4K | 0.48% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,200 | $227.4K | 0.07% | 00.0% | Unchanged |
| Perpetual Ltd | 1,200 | $227.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $227.4K | 0.07% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $227.4K | 0.15% | 00.0% | Unchanged |
| Colonial Trust Co | 1,202 | $227.7K | 0.05% | −347−22.4% | Reduced |
| First Nebraska Trust Co | 1,206 | $228.5K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,206 | $228.5K | 0.18% | +1,206 | New |
| Telemus Capital, LLC | 1,207 | $228.7K | 0.02% | +11+0.9% | Added |
| Main Line Retirement Advisors, LLC | 1,209 | $229.1K | 0.20% | +1,209 | New |
| Ignite Planners, LLC | 1,207 | $229.5K | 0.07% | −60−4.7% | Reduced |
| New England Professional Planning Group Inc. | 1,213 | $229.8K | 0.13% | +2+0.2% | Added |
| Rakuten Investment Management, Inc. | 1,220 | $230.3K | 0.00% | +1,220 | New |
| Mesirow Financial Investment Management, Inc. | 1,222 | $231.6K | 0.01% | +1,222 | New |
| ICA Group Wealth Management, LLC | 1,226 | $232.3K | 0.05% | +116+10.5% | Added |
| Ballast, Inc. | 1,230 | $233.0K | 0.08% | +135+12.3% | Added |
| Rehmann Capital Advisory Group | 1,234 | $233.8K | 0.02% | +1,234 | New |
| International Assets Investment Management, LLC | 1,235 | $234.0K | 0.03% | +176+16.6% | Added |
| Northside Capital Management, LLC | 1,235 | $234.0K | 0.07% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,240 | $234.9K | 0.08% | −1,214−49.5% | Reduced |
| Pointe Capital Management LLC | 1,246 | $236.1K | 0.16% | +17+1.4% | Added |
| Dempze Nancy E | 1,250 | $236.8K | 0.20% | 00.0% | Unchanged |
| Rockland Trust Co | 1,253 | $237.4K | 0.01% | −35−2.7% | Reduced |
| Twin Focus Capital Partners, LLC | 1,253 | $237.5K | 0.05% | 00.0% | Unchanged |