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 |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | 2,453 | $464.8K | 0.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,454 | $464.9K | 0.04% | −84−3.3% | Reduced |
| InterOcean Capital Group, LLC | 2,454 | $465.0K | 0.01% | +56+2.3% | Added |
| Pure Financial Advisors, Inc. | 2,491 | $471.9K | 0.02% | +86+3.6% | Added |
| Birinyi Associates Inc | 2,500 | $474.0K | 0.17% | +2,500 | New |
| Glassman Wealth Services | 2,503 | $474.3K | 0.07% | −536−17.6% | Reduced |
| Stockman Wealth Management, Inc. | 2,510 | $475.6K | 0.09% | −8−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 2,498 | $476.8K | 0.02% | +257+11.5% | Added |
| Tower Bridge Advisors | 2,529 | $479.2K | 0.04% | −6−0.2% | Reduced |
| Opus Capital Group, LLC | 2,539 | $481.0K | 0.08% | −31−1.2% | Reduced |
| Forum Financial Management, LP | 2,550 | $483.1K | 0.01% | +41+1.6% | Added |
| Northeast Financial Consultants Inc | 2,560 | $485.0K | 0.03% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,580 | $487.1K | 0.41% | 00.0% | Unchanged |
| Ledyard National Bank | 2,584 | $489.6K | 0.05% | +949+58.0% | Added |
| Reliant Investment Management, LLC | 2,609 | $494.3K | 0.25% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,610 | $494.6K | 0.01% | −591−18.5% | Reduced |
| Capital Advisors Inc | 2,612 | $494.9K | 0.01% | −10−0.4% | Reduced |
| Boston Research & Management Inc | 2,620 | $496.0K | 0.13% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,618 | $496.0K | 0.19% | +73+2.9% | Added |
| Rosenbaum Jay D. | 2,635 | $499.3K | 1.29% | +2,635 | New |
| REDW Wealth LLC | 2,637 | $499.6K | 0.14% | +37+1.4% | Added |
| James Hambro & Partners | 2,645 | $501.2K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,671 | $506.1K | 0.32% | −240−8.2% | Reduced |
| Fluent Financial, LLC | 2,682 | $508.2K | 0.30% | +247+10.1% | Added |
| Sonnipe Ltd | 2,705 | $512.5K | 0.06% | −1,713−38.8% | Reduced |
| Credential Qtrade Securities Inc. | 2,713 | $514.0K | 0.03% | +2,600+2,300.9% | Added |
| Penobscot Investment Management Company, Inc. | 2,732 | $517.6K | 0.06% | −178−6.1% | Reduced |
| Strategic Wealth Designers | 2,742 | $519.5K | 0.08% | +2,742 | New |
| TownSquare Capital, LLC | 2,742 | $519.6K | 0.01% | +101+3.8% | Added |
| Meritas Wealth Management, LLC | 2,771 | $525.0K | 0.39% | +350+14.5% | Added |
| X-Square Capital, LLC | 2,785 | $528.0K | 0.29% | 00.0% | Unchanged |
| Proequities, Inc. | 2,789 | $528.4K | 0.04% | +2,316+489.6% | Added |
| Montag A & Associates Inc | 2,800 | $530.5K | 0.03% | −127−4.3% | Reduced |
| IHT Wealth Management, LLC | 2,807 | $531.8K | 0.02% | +212+8.2% | Added |
| Requisite Capital Management, LLC | 2,809 | $532.2K | 0.13% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,812 | $532.9K | 0.49% | +2,812 | New |
| Sterling Wealth Management, Inc. | 2,813 | $533.0K | 0.30% | +2,813 | New |
| Ashton Thomas Private Wealth, LLC | 2,826 | $535.4K | 0.03% | +416+17.3% | Added |
| Eads & Heald Wealth Management | 2,827 | $536.0K | 0.26% | −3−0.1% | Reduced |
| Sentry Investment Management LLC | 2,837 | $538.0K | 0.23% | −31−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 2,791 | $540.8K | 0.01% | +211+8.2% | Added |
| Kearns & Associates LLC | 2,860 | $541.9K | 0.46% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,861 | $542.1K | 0.18% | −4−0.1% | Reduced |
| Strid Group, LLC | 2,873 | $544.4K | 0.11% | +9+0.3% | Added |
| Proficio Capital Partners LLC | 2,886 | $546.7K | 0.07% | +23+0.8% | Added |
| Premier Path Wealth Partners, LLC | 2,907 | $550.9K | 0.12% | +2,907 | New |
| Founders Financial Securities LLC | 2,916 | $552.5K | 0.06% | +180+6.6% | Added |
| Level Four Advisory Services, LLC | 2,935 | $556.2K | 0.03% | −139−4.5% | Reduced |
| Private Ocean, LLC | 2,956 | $560.1K | 0.06% | +2,956 | New |
| 9258 Wealth Management, LLC | 2,967 | $562.2K | 0.10% | −70−2.3% | Reduced |
| Chilton Investment Co LLC | 2,969 | $562.5K | 0.02% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,973 | $563.3K | 0.51% | +2,973 | New |
| Archvest Wealth Advisors, Inc. | 2,987 | $565.9K | 0.43% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,988 | $566.1K | 0.14% | −22,412−88.2% | Reduced |
| Gladstone Institutional Advisory LLC | 2,988 | $566.1K | 0.03% | −307−9.3% | Reduced |
| Steward Partners Investment Solutions, LLC | 2,999 | $568.2K | 0.24% | +2,999 | New |
| North Star Asset Management Inc | 3,016 | $571.4K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,027 | $573.5K | 0.01% | +214+7.6% | Added |
| Prestige Wealth Management Group LLC | 3,051 | $578.1K | 0.13% | +361+13.4% | Added |
| Delta Financial Group, Inc. | 3,062 | $580.0K | 0.18% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 3,062 | $580.2K | 0.02% | +3,062 | New |
| Integrated Wealth Concepts LLC | 3,085 | $584.6K | 0.01% | −105−3.3% | Reduced |
| Sage Mountain Advisors LLC | 3,102 | $587.7K | 0.07% | +529+20.6% | Added |
| Waldron Private Wealth LLC | 3,105 | $588.3K | 0.03% | −132−4.1% | Reduced |
| Tyche Wealth Partners LLC | 3,110 | $589.3K | 0.14% | +3,110 | New |
| Baader Bank INC | 3,129 | $590.0K | 0.05% | +56+1.8% | Added |
| Defined Wealth Management, LLC | 3,118 | $590.8K | 0.45% | +5+0.2% | Added |
| Bill Few Associates, Inc. | 3,150 | $596.8K | 0.27% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,158 | $598.0K | 0.04% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,157 | $598.1K | 0.16% | +11+0.3% | Added |
| Thrive Wealth Management, LLC | 3,192 | $604.8K | 0.13% | −100−3.0% | Reduced |
| Duncker Streett & Co Inc | 3,200 | $606.3K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,235 | $612.9K | 0.04% | +1,122+53.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $614.6K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $615.8K | 0.10% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,259 | $617.0K | 0.09% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 3,262 | $618.1K | 0.25% | −218−6.3% | Reduced |
| Empower Advisory Group, LLC | 3,285 | $622.4K | 0.00% | −10.0% | Reduced |
| Skopos Labs, Inc. | 3,288 | $623.0K | 0.30% | +3,288 | New |
| Wolverine Trading, LLC | 3,319 | $628.9K | 0.00% | +3,319 | New |
| Hilltop Holdings Inc. | 3,348 | $634.3K | 0.07% | −80−2.3% | Reduced |
| Strategic Blueprint, LLC | 3,357 | $636.0K | 0.05% | +268+8.7% | Added |
| Buckley Wealth Management, LLC | 3,369 | $638.3K | 0.22% | −27−0.8% | Reduced |
| Summit Trail Advisors, LLC | 3,380 | $640.4K | 0.02% | −473−12.3% | Reduced |
| Graypoint LLC | 3,403 | $644.8K | 0.05% | −201−5.6% | Reduced |
| CWA Asset Management Group, LLC | 3,415 | $647.0K | 0.04% | +763+28.8% | Added |
| Quest Partners LLC | 3,472 | $657.8K | 0.14% | +3,472 | New |
| Noesis Capital Mangement Corp | 3,500 | $663.1K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $663.1K | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,502 | $663.5K | 0.08% | −12−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 3,572 | $676.8K | 0.47% | −2,946−45.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,594 | $681.0K | 0.01% | +58+1.6% | Added |
| Vista Investment Partners LLC | 3,600 | $682.1K | 0.25% | +3,600 | New |
| Amplius Wealth Advisors, LLC | 3,646 | $690.8K | 0.08% | −515−12.4% | Reduced |
| Chesapeake Asset Management LLC | 3,668 | $695.0K | 0.62% | +205+5.9% | Added |
| Ausdal Financial Partners, Inc. | 3,668 | $695.0K | 0.09% | +21+0.6% | Added |
| Shira Ridge Wealth Management | 3,669 | $695.2K | 0.42% | +79+2.2% | Added |
| Hutchinson Capital Management | 3,670 | $695.4K | 0.15% | −48−1.3% | Reduced |
| Csenge Advisory Group | 3,677 | $696.7K | 0.04% | +868+30.9% | Added |
| Prime Capital Investment Advisors, LLC | 3,707 | $702.4K | 0.01% | +3,707 | New |