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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 3,724 | $705.6K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 3,728 | $706.3K | 0.02% | 00.0% | Unchanged |
| McAdam, LLC | 3,744 | $709.4K | 0.05% | +113+3.1% | Added |
| Westpac Banking Corp | 3,768 | $713.9K | 0.06% | −4,734−55.7% | Reduced |
| AMG National Trust Bank | 3,776 | $715.4K | 0.02% | +572+17.9% | Added |
| Ellevest, Inc. | 3,789 | $717.9K | 0.05% | +31+0.8% | Added |
| Louisbourg Investments Inc. | 4,924 | $718.2K | 0.22% | +4,924 | New |
| VeraBank, N.A. | 3,796 | $719.2K | 0.24% | +6+0.2% | Added |
| Stratos Wealth Partners, LTD. | 3,814 | $722.6K | 0.01% | −129−3.3% | Reduced |
| Wade G W & Inc | 3,825 | $725.0K | 0.02% | −1,225−24.3% | Reduced |
| Northwest Bank & Trust Co | 3,832 | $726.0K | 0.65% | +3,832 | New |
| Financial Counselors Inc | 3,840 | $727.6K | 0.01% | −193−4.8% | Reduced |
| Concurrent Investment Advisors, LLC | 3,863 | $731.8K | 0.03% | +3,863 | New |
| Matthew Goff Investment Advisor, LLC | 3,891 | $737.2K | 0.16% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,894 | $737.8K | 0.20% | +376+10.7% | Added |
| Waypoint Capital Advisors, LLC | 3,897 | $738.4K | 0.21% | −11−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 3,910 | $740.8K | 0.13% | −3,542−47.5% | Reduced |
| Kathmere Capital Management, LLC | 3,918 | $742.3K | 0.10% | +448+12.9% | Added |
| Red Door Wealth Management, LLC | 3,939 | $746.3K | 0.16% | +3,939 | New |
| UniSuper Management Pty Ltd | 3,940 | $746.5K | 0.01% | +340+9.4% | Added |
| Alyeska Investment Group, L.P. | 3,945 | $747.5K | 0.01% | −66,285−94.4% | Reduced |
| Gateway Investment Advisers LLC | 3,977 | $753.5K | 0.01% | −91−2.2% | Reduced |
| Dakota Wealth Management | 3,988 | $755.7K | 0.03% | +504+14.5% | Added |
| Legacy Capital Wealth Partners, LLC | 3,992 | $756.3K | 0.21% | −524−11.6% | Reduced |
| Marshall Financial Group LLC | 3,993 | $756.6K | 0.24% | +3,993 | New |
| SRN Advisors, LLC | 4,001 | $758.1K | 0.68% | −633−13.7% | Reduced |
| GM Advisory Group, Inc. | 4,011 | $760.0K | 0.06% | +12+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 4,026 | $762.8K | 0.06% | +101+2.6% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $763.2K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,042 | $765.8K | 0.06% | +9+0.2% | Added |
| Lincoln National Corp | 4,068 | $770.8K | 0.01% | +1,385+51.6% | Added |
| Quadcap Wealth Management, LLC | 4,105 | $777.8K | 0.20% | +4,105 | New |
| Schechter Investment Advisors, LLC | 4,106 | $778.0K | 0.07% | −330−7.4% | Reduced |
| Atlas Private Wealth Management | 4,148 | $785.9K | 0.37% | +277+7.2% | Added |
| Buckingham Strategic Wealth, LLC | 4,170 | $790.1K | 0.01% | +187+4.7% | Added |
| Symmetry Partners, LLC | 4,218 | $796.0K | 0.04% | −381−8.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,212 | $798.0K | 0.07% | +114+2.8% | Added |
| Fulton Bank, N.A. | 4,274 | $809.8K | 0.04% | −143−3.2% | Reduced |
| Clark Capital Management Group, Inc. | 4,293 | $813.4K | 0.01% | +3,073+251.9% | Added |
| Advance Capital Management, Inc. | 4,298 | $814.3K | 0.06% | +2,514+140.9% | Added |
| Connecticut Wealth Management, LLC | 4,302 | $815.1K | 0.05% | +1,543+55.9% | Added |
| SFMG, LLC | 4,312 | $817.0K | 0.08% | −673−13.5% | Reduced |
| Stephens Inc | 4,388 | $831.4K | 0.01% | +290+7.1% | Added |
| Charter Trust Co | 4,399 | $833.5K | 0.06% | −175−3.8% | Reduced |
| West Family Investments, Inc. | 4,420 | $837.5K | 0.28% | +41+0.9% | Added |
| Oppenheimer & Co Inc | 4,433 | $839.9K | 0.02% | −238−5.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,435 | $840.3K | 0.23% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 4,442 | $841.6K | 0.13% | +255+6.1% | Added |
| Penserra Capital Management LLC | 4,472 | $845.0K | 0.02% | −873−16.3% | Reduced |
| Clarius Group, LLC | 4,460 | $845.0K | 0.07% | −308−6.5% | Reduced |
| JGP Wealth Management, LLC | 4,478 | $848.4K | 0.13% | −77−1.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,441 | $860.8K | 0.01% | −1,500−25.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,549 | $862.0K | 0.03% | +3,013+196.2% | Added |
| Principal Securities, Inc. | 4,578 | $867.3K | 0.03% | +4,578 | New |
| Allred Capital Management, LLC | 4,596 | $870.7K | 0.38% | −255−5.3% | Reduced |
| Capital Investment Advisors, LLC | 4,614 | $874.1K | 0.02% | −29−0.6% | Reduced |
| Integrated Advisors Network LLC | 4,640 | $879.1K | 0.05% | −44−0.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,689 | $888.4K | 0.22% | −759−13.9% | Reduced |
| Beck Bode, LLC | 4,702 | $890.9K | 0.20% | −1,131−19.4% | Reduced |
| We Are One Seven, LLC | 4,707 | $891.8K | 0.05% | +163+3.6% | Added |
| Murphy Pohlad Asset Management LLC | 4,730 | $896.2K | 0.37% | −240−4.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,771 | $904.0K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,773 | $904.3K | 0.11% | +185+4.0% | Added |
| Criterion Capital Advisors, LLC | 4,780 | $905.8K | 0.66% | +4,780 | New |
| Manchester Capital Management LLC | 4,797 | $908.9K | 0.12% | +68+1.4% | Added |
| Spire Wealth Management | 4,570 | $909.9K | 0.03% | +914+25.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,829 | $915.0K | 0.07% | +44+0.9% | Added |
| Fiducient Advisors LLC | 4,861 | $921.0K | 0.17% | +883+22.2% | Added |
| Personal Cfo Solutions, LLC | 4,870 | $922.9K | 0.16% | +665+15.8% | Added |
| CAPROCK Group, Inc. | 4,887 | $926.0K | 0.06% | −555−10.2% | Reduced |
| Douglas Lane & Associates, LLC | 4,897 | $927.8K | 0.01% | −448−8.4% | Reduced |
| Caitlin John, LLC | 4,901 | $928.6K | 0.76% | +4,901 | New |
| HM Payson & Co | 4,915 | $931.2K | 0.02% | −122−2.4% | Reduced |
| Boston Financial Mangement LLC | 4,924 | $933.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,799 | $938.9K | 0.04% | +106+2.3% | Added |
| Nilsine Partners, LLC | 4,957 | $939.2K | 0.14% | −1,423−22.3% | Reduced |
| Valeo Financial Advisors, LLC | 4,961 | $940.0K | 0.04% | −20.0% | Reduced |
| Jefferies Financial Group Inc. | 5,000 | $947.4K | 0.01% | −6,000−54.5% | Reduced |
| Neo Ivy Capital Management | 5,015 | $950.0K | 2.12% | +5,015 | New |
| Lake Street Advisors Group, LLC | 5,038 | $954.6K | 0.05% | +5,038 | New |
| Venturi Wealth Management, LLC | 5,099 | $966.1K | 0.07% | −309−5.7% | Reduced |
| Essex Investment Management Co LLC | 5,111 | $968.4K | 0.19% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,025 | $969.9K | 0.04% | +3,778+303.0% | Added |
| Brevan Howard Capital Management LP | 5,119 | $969.9K | 0.10% | +3,379+194.2% | Added |
| Eqis Capital Management, Inc. | 5,155 | $976.8K | 0.08% | −271−5.0% | Reduced |
| Paulson Wealth Management Inc. | 5,170 | $979.6K | 0.31% | −45−0.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $983.5K | 0.61% | 00.0% | Unchanged |
| Trust Point Inc. | 5,196 | $984.5K | 0.08% | +5,196 | New |
| Regents of the University of California | 5,200 | $985.2K | 0.12% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,221 | $989.1K | 0.04% | −456−8.0% | Reduced |
| Balyasny Asset Management LLC | 5,257 | $996.0K | 0.00% | −349,818−98.5% | Reduced |
| Perigon Wealth Management, LLC | 5,310 | $1.01M | 0.03% | +276+5.5% | Added |
| Cigna Investments Inc | 5,378 | $1.02M | 0.21% | +66+1.2% | Added |
| Meeder Advisory Services, Inc. | 5,400 | $1.02M | 0.12% | −24−0.4% | Reduced |
| Highview Capital Management LLC | 5,414 | $1.03M | 0.55% | +5,414 | New |
| Fidelis Capital Partners, LLC | 5,416 | $1.03M | 0.23% | +1,262+30.4% | Added |
| Center For Asset Management LLC | 5,422 | $1.03M | 0.94% | −190−3.4% | Reduced |
| Knollwood Investment Advisory, LLC | 5,541 | $1.05M | 0.22% | +5,541 | New |
| Boltwood Capital Management | 5,544 | $1.05M | 0.35% | −38−0.7% | Reduced |
| Prosperity Financial Group, Inc. | 5,641 | $1.07M | 0.74% | −240−4.1% | Reduced |