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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 1,258 | $239.0K | 0.01% | +1,258 | New |
| Nichols & Pratt Advisers LLP | 1,277 | $242.0K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,281 | $242.7K | 0.13% | +2+0.2% | Added |
| Vestor Capital, LLC | 1,282 | $243.0K | 0.02% | +476+59.1% | Added |
| Brown Shipley& Co Ltd | 1,284 | $243.3K | 0.12% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,289 | $244.2K | 0.00% | +1,289 | New |
| Vista Wealth Management Group, LLC | 1,292 | $244.8K | 0.02% | +25+2.0% | Added |
| Keel Point, LLC | 1,296 | $245.6K | 0.03% | +135+11.6% | Added |
| Alta Advisers Ltd | 1,300 | $246.3K | 0.13% | 00.0% | Unchanged |
| Onefund, LLC | 1,305 | $247.3K | 0.32% | +1,305 | New |
| Partners Capital Investment Group, LLP | 1,315 | $249.2K | 0.01% | +1,315 | New |
| Fundamentun, LLC | 1,321 | $250.4K | 0.03% | +1,321 | New |
| Kapitalo Investimentos Ltda | 1,324 | $250.9K | 0.05% | +650+96.4% | Added |
| YHB Investment Advisors, Inc. | 1,326 | $251.2K | 0.02% | −50−3.6% | Reduced |
| Legacy Advisory Services, LLC | 1,327 | $251.4K | 0.27% | +1,327 | New |
| Nwam LLC | 1,330 | $251.9K | 0.02% | +6+0.5% | Added |
| Voya Financial Advisors, Inc. | 1,338 | $252.6K | 0.03% | −290−17.8% | Reduced |
| Joel Isaacson & Co., LLC | 1,334 | $252.8K | 0.02% | −27−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 1,338 | $253.5K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,340 | $253.9K | 0.01% | +1,340 | New |
| Umb Bank N A | 1,343 | $254.5K | 0.00% | −22−1.6% | Reduced |
| Covenant Partners, LLC | 1,349 | $255.6K | 0.08% | −639−32.1% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $255.8K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $255.8K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,361 | $257.8K | 0.08% | +61+4.7% | Added |
| First Trust Investment Solutions L.P. | 1,374 | $260.3K | 0.05% | +1,374 | New |
| Klingenstein Fields & Co LP | 1,376 | $260.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,380 | $261.5K | 0.04% | +16+1.2% | Added |
| Prospera Financial Services Inc | 1,381 | $261.7K | 0.01% | −295−17.6% | Reduced |
| Great Lakes Advisors, LLC | 1,387 | $262.8K | 0.00% | +42+3.1% | Added |
| Capital Wealth Planning, LLC | 1,400 | $265.3K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,405 | $266.2K | 0.01% | +1,405 | New |
| Catalyst Financial Partners LLC | 1,409 | $267.0K | 0.08% | +115+8.9% | Added |
| Essex Savings Bank | 1,413 | $267.7K | 0.08% | +331+30.6% | Added |
| Evergreen Capital Management LLC | 1,414 | $267.9K | 0.01% | −110−7.2% | Reduced |
| Inscription Capital, LLC | 1,415 | $268.1K | 0.07% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,420 | $269.1K | 0.16% | +1,420 | New |
| Diligent Investors, LLC | 1,425 | $270.0K | 0.07% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,425 | $270.0K | 0.11% | +1,425 | New |
| PFS Partners, LLC | 1,434 | $271.7K | 0.19% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,436 | $272.1K | 0.18% | −3−0.2% | Reduced |
| Resources Management Corp | 1,440 | $273.0K | 0.04% | −75−5.0% | Reduced |
| FourThought Financial Partners, LLC | 1,444 | $273.6K | 0.03% | +9+0.6% | Added |
| Central Trust Co | 1,448 | $274.4K | 0.01% | +75+5.5% | Added |
| Cedar Brook Financial Partners, LLC | 1,429 | $275.6K | 0.06% | −211−12.9% | Reduced |
| Appleton Partners Inc | 1,456 | $276.0K | 0.02% | −110−7.0% | Reduced |
| HTLF Bank | 1,467 | $278.0K | 0.03% | +1,467 | New |
| Farther Finance Advisors, LLC | 1,468 | $278.1K | 0.02% | +964+191.3% | Added |
| ML & R Wealth Management LLC | 1,473 | $279.0K | 0.06% | +29+2.0% | Added |
| Columbia Trust Co 01012016 | 1,477 | $279.8K | 0.13% | +17+1.2% | Added |
| Cornerstone Advisory, LLC | 1,498 | $283.8K | 0.04% | +1,498 | New |
| Dillon & Associates Inc | 1,500 | $284.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,498 | $284.0K | 0.02% | +418+38.7% | Added |
| Wesbanco Bank Inc | 1,505 | $285.2K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,511 | $286.3K | 0.00% | −418−21.7% | Reduced |
| Veracity Capital LLC | 1,514 | $286.8K | 0.12% | +49+3.3% | Added |
| Fayez Sarofim & Co | 1,450 | $287.0K | 0.00% | −164−10.2% | Reduced |
| Acorn Creek Capital LLC | 1,519 | $287.8K | 0.13% | +1,519 | New |
| Johnson & White Wealth Management, LLC | 1,519 | $288.0K | 0.24% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,533 | $290.0K | 0.02% | +1,223+394.5% | Added |
| Merrion Investment Management Co, LLC | 1,531 | $290.1K | 0.23% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,541 | $292.0K | 0.18% | −31−2.0% | Reduced |
| Detalus Advisors, LLC | 1,541 | $292.0K | 0.12% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,541 | $292.0K | 0.05% | +1,541 | New |
| Mayflower Financial Advisors, LLC | 1,541 | $292.0K | 0.04% | +1,541 | New |
| Nations Financial Group Inc, | 1,549 | $293.5K | 0.03% | +346+28.8% | Added |
| Bailard, Inc. | 1,555 | $294.6K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,573 | $298.0K | 0.04% | +61+4.0% | Added |
| Carret Asset Management, LLC | 1,580 | $299.4K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $299.4K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,582 | $299.7K | 0.04% | +1,582 | New |
| Arete Wealth Advisors, LLC | 1,583 | $300.0K | 0.02% | +25+1.6% | Added |
| Trust Co of Virginia | 1,585 | $300.3K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,592 | $301.6K | 0.12% | +1,448+1,005.6% | Added |
| Insigneo Advisory Services, LLC | 1,599 | $302.8K | 0.04% | +416+35.2% | Added |
| Flagship Harbor Advisors, LLC | 1,601 | $303.4K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,604 | $304.0K | 0.04% | −215−11.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,607 | $304.0K | 0.15% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,608 | $304.7K | 0.01% | −610−27.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $304.9K | 0.18% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,614 | $305.0K | 0.04% | +82+5.4% | Added |
| Inceptionr LLC | 1,611 | $305.2K | 0.22% | +1,611 | New |
| Stiles Financial Services Inc | 1,613 | $305.6K | 0.14% | −46−2.8% | Reduced |
| Investment Partners, Ltd. | 1,615 | $305.9K | 0.15% | +3+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,618 | $306.6K | 0.03% | −6,171−79.2% | Reduced |
| Dechtman Wealth Management, LLC | 1,626 | $308.0K | 0.08% | +1+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,629 | $308.7K | 0.03% | +18+1.1% | Added |
| Meridian Wealth Advisors, LLC | 1,635 | $309.8K | 0.07% | +1+0.1% | Added |
| My Legacy Advisors, LLC | 1,609 | $310.3K | 0.11% | +1,609 | New |
| Sterling Group Wealth Management, LLC | 1,640 | $310.7K | 0.24% | −20−1.2% | Reduced |
| EagleClaw Capital Managment, LLC | 1,663 | $315.1K | 0.07% | −100−5.7% | Reduced |
| Virtue Capital Management, LLC | 1,665 | $316.8K | 0.06% | −261−13.6% | Reduced |
| Independent Advisor Alliance | 1,682 | $318.7K | 0.01% | −111−6.2% | Reduced |
| Kinloch Capital, LLC | 1,682 | $318.7K | 0.20% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,684 | $319.1K | 0.03% | +414+32.6% | Added |
| Smith, Salley & Associates | 1,684 | $319.1K | 0.02% | +74+4.6% | Added |
| MCF Advisors LLC | 1,694 | $321.0K | 0.03% | −200−10.6% | Reduced |
| Jarislowsky, Fraser Ltd | 1,700 | $322.1K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,703 | $322.7K | 0.00% | +387+29.4% | Added |
| Humankind Investments LLC | 1,706 | $323.2K | 0.10% | −99−5.5% | Reduced |