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 |
|---|---|---|---|---|---|
| RDA Financial Network | 1,709 | $323.9K | 0.12% | −95−5.3% | Reduced |
| Park Place Capital Corp | 1,722 | $326.3K | 0.13% | −632−26.8% | Reduced |
| AlTi Global, Inc. | 1,724 | $326.6K | 0.01% | +1,724 | New |
| Clarkston Capital Partners, LLC | 1,725 | $326.8K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 1,690 | $326.9K | 0.16% | −34−2.0% | Reduced |
| Plato Investment Management Ltd | 1,743 | $330.2K | 0.40% | +1,743 | New |
| Mitchell & Pahl Private Wealth, LLC | 1,753 | $332.1K | 0.19% | −22−1.2% | Reduced |
| Norris Perne & French LLP | 1,756 | $332.7K | 0.03% | +106+6.4% | Added |
| Evernest Financial Advisors, LLC | 1,771 | $335.6K | 0.17% | +1,771 | New |
| AdvisorNet Financial, Inc | 1,776 | $336.5K | 0.03% | +17+1.0% | Added |
| New Hampshire Trust | 1,778 | $336.9K | 0.08% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,792 | $338.0K | 0.00% | +1,792 | New |
| Cassady Schiller Wealth Management, LLC | 1,798 | $340.7K | 0.17% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,800 | $341.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,800 | $341.0K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,808 | $342.6K | 0.01% | +56+3.2% | Added |
| Provence Wealth Management Group | 1,809 | $342.8K | 0.18% | +225+14.2% | Added |
| Cahaba Wealth Management, Inc. | 1,811 | $343.2K | 0.03% | −170−8.6% | Reduced |
| Modera Wealth Management, LLC | 1,821 | $345.0K | 0.01% | +40+2.2% | Added |
| Optas, LLC | 1,827 | $346.2K | 0.10% | +51+2.9% | Added |
| SOA Wealth Advisors, LLC. | 1,829 | $346.6K | 0.08% | +2+0.1% | Added |
| GAMMA Investing LLC | 1,791 | $347.2K | 0.09% | +1,791 | New |
| Westover Capital Advisors, LLC | 1,843 | $349.2K | 0.11% | +53+3.0% | Added |
| Busey Wealth Management | 1,844 | $349.4K | 0.01% | +1,844 | New |
| Mather Group, LLC. | 1,854 | $351.2K | 0.01% | +75+4.2% | Added |
| Gilbert & Cook, Inc. | 1,854 | $351.3K | 0.05% | −264−12.5% | Reduced |
| Hall Laurie J Trustee | 1,860 | $352.0K | 0.13% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,865 | $353.4K | 0.20% | −626−25.1% | Reduced |
| Abner Herrman & Brock LLC | 1,870 | $354.0K | 0.05% | 00.0% | Unchanged |
| Davis R M Inc | 1,876 | $355.4K | 0.01% | −77−3.9% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $356.4K | 0.14% | 00.0% | Unchanged |
| Cypress Capital Group | 1,886 | $357.3K | 0.05% | −500−21.0% | Reduced |
| Aprio Wealth Management, LLC | 1,888 | $357.7K | 0.08% | +504+36.4% | Added |
| Cambridge Trust Co | 1,906 | $361.1K | 0.02% | +90+5.0% | Added |
| Quotient Wealth Partners, LLC | 1,906 | $361.1K | 0.01% | +1,906 | New |
| Journey Advisory Group, LLC | 1,920 | $363.8K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 1,927 | $365.0K | 0.05% | +4+0.2% | Added |
| Leonteq Securities AG | 1,929 | $365.5K | 0.05% | −184−8.7% | Reduced |
| Willow Creek Wealth Management Inc. | 1,939 | $367.4K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,952 | $369.8K | 0.01% | +96+5.2% | Added |
| Kanawha Capital Management LLC | 1,953 | $370.0K | 0.03% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,960 | $371.4K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,975 | $374.2K | 0.07% | +48+2.5% | Added |
| Benjamin Edwards Inc | 1,983 | $376.0K | 0.08% | +146+7.9% | Added |
| Stratos Wealth Advisors, LLC | 1,984 | $376.1K | 0.02% | −12−0.6% | Reduced |
| Main Street Financial Solutions, LLC | 1,993 | $377.6K | 0.05% | −50−2.4% | Reduced |
| S&CO Inc | 2,000 | $378.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,993 | $378.0K | 0.02% | +23+1.2% | Added |
| SeaCrest Wealth Management, LLC | 1,986 | $379.0K | 0.05% | −24−1.2% | Reduced |
| Verus Capital Partners, LLC | 2,001 | $379.2K | 0.05% | +397+24.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,014 | $381.6K | 0.04% | −13,748−87.2% | Reduced |
| Brookstone Capital Management | 2,027 | $384.0K | 0.01% | −44−2.1% | Reduced |
| Moors & Cabot, Inc. | 2,029 | $384.5K | 0.02% | −11−0.5% | Reduced |
| David Loasby | 2,017 | $384.9K | 0.04% | −218−9.8% | Reduced |
| Mosley Wealth Management | 2,035 | $385.6K | 0.38% | +2,035 | New |
| Carolinas Wealth Consulting LLC | 2,036 | $385.9K | 0.08% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 2,037 | $385.9K | 0.42% | +2,037 | New |
| GLOBALT Investments LLC | 2,040 | $386.5K | 0.02% | +2,040 | New |
| Ambassador Advisors, LLC | 2,021 | $388.5K | 0.09% | −38−1.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,053 | $389.0K | 0.01% | −2−0.1% | Reduced |
| Tobam | 2,057 | $390.0K | 0.03% | −323−13.6% | Reduced |
| Allstate Corp | 2,082 | $394.5K | 0.03% | −148−6.6% | Reduced |
| Congress Asset Management Co | 2,087 | $395.4K | 0.00% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,100 | $397.9K | 0.14% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,100 | $398.0K | 0.03% | −200−8.7% | Reduced |
| D'Orazio & Associates, Inc. | 2,102 | $398.3K | 0.07% | −58−2.7% | Reduced |
| Israel Discount Bank of New York | 2,110 | $399.8K | 0.31% | +32+1.5% | Added |
| Parsons Capital Management Inc | 2,131 | $403.8K | 0.03% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,138 | $405.1K | 0.37% | +2,138 | New |
| Asset Management Resources, LLC | 2,141 | $405.7K | 0.23% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,145 | $406.4K | 0.07% | +2,145 | New |
| Gratus Wealth Advisors, LLC | 2,149 | $407.2K | 0.08% | +2,149 | New |
| Mairs & Power Inc | 2,159 | $409.1K | 0.00% | −13−0.6% | Reduced |
| Journey Strategic Wealth LLC | 2,169 | $410.9K | 0.02% | +618+39.8% | Added |
| Ameritas Advisory Services, LLC | 2,153 | $413.5K | 0.02% | +944+78.1% | Added |
| PDS Planning, Inc | 2,190 | $414.9K | 0.05% | −20−0.9% | Reduced |
| Geller Advisors LLC | 2,225 | $421.6K | 0.04% | −83−3.6% | Reduced |
| Glenview Trust Co | 2,234 | $423.3K | 0.01% | +879+64.9% | Added |
| Ostrum Asset Management | 2,240 | $424.4K | 0.04% | −1,152−34.0% | Reduced |
| Drake & Associates, LLC | 2,246 | $425.6K | 0.17% | −342−13.2% | Reduced |
| Trust Co of Toledo NA | 2,246 | $425.6K | 0.07% | +312+16.1% | Added |
| Mutual Advisors, LLC | 2,255 | $427.3K | 0.01% | −120−5.1% | Reduced |
| IFP Advisors, Inc | 2,260 | $428.0K | 0.02% | +144+6.8% | Added |
| Bank of New Hampshire | 2,261 | $428.4K | 0.12% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 2,271 | $430.7K | 0.01% | −299−11.6% | Reduced |
| Core Alternative Capital | 2,281 | $432.1K | 0.07% | −114−4.8% | Reduced |
| Talisman Wealth Advisors LLC | 2,284 | $432.7K | 0.64% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,306 | $436.9K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,306 | $437.0K | 0.08% | +319+16.1% | Added |
| Everpar Advisors LLC | 2,319 | $439.4K | 0.20% | +2,319 | New |
| Essex Financial Services, Inc. | 2,351 | $445.5K | 0.05% | −187−7.4% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $447.0K | 0.25% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,360 | $447.1K | 0.07% | +4+0.2% | Added |
| Smartleaf Asset Management LLC | 2,399 | $447.6K | 0.12% | +2,399 | New |
| Arkadios Wealth Advisors | 2,394 | $453.5K | 0.04% | +916+62.0% | Added |
| Avestar Capital, LLC | 2,395 | $453.8K | 0.06% | +393+19.6% | Added |
| MQS Management LLC | 2,410 | $456.6K | 0.25% | +2,410 | New |
| Walter & Keenan Financial Consulting Co | 2,431 | $460.6K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $461.5K | 0.33% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $463.0K | 0.06% | 00.0% | Unchanged |