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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 5,657 | $1.07M | 0.30% | −14−0.2% | Reduced |
| Trust Asset Management LLC | 5,677 | $1.08M | 0.10% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,700 | $1.08M | 0.20% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,716 | $1.08M | 0.37% | +10.0% | Added |
| NorthRock Partners, LLC | 5,784 | $1.10M | 0.05% | +2,962+105.0% | Added |
| Cetera Advisors LLC | 5,787 | $1.10M | 0.02% | −28−0.5% | Reduced |
| D.A. Davidson & Co. | 5,788 | $1.10M | 0.01% | −1,583−21.5% | Reduced |
| Parallel Advisors, LLC | 5,801 | $1.10M | 0.03% | −78−1.3% | Reduced |
| Norway Savings Bank | 5,816 | $1.10M | 0.49% | −6−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,836 | $1.11M | 0.04% | −221−3.6% | Reduced |
| Shell Asset Management Co | 5,856 | $1.11M | 0.05% | −142−2.4% | Reduced |
| Aries Wealth Management | 5,895 | $1.12M | 0.40% | +109+1.9% | Added |
| Portfolio Design Labs, LLC | 5,935 | $1.12M | 0.43% | +5,935 | New |
| Arrowstreet Capital, Limited Partnership | 5,986 | $1.13M | 0.00% | −16,796−73.7% | Reduced |
| Olstein Capital Management, L.P. | 6,000 | $1.14M | 0.19% | −10,000−62.5% | Reduced |
| US Asset Management LLC | 6,017 | $1.14M | 1.13% | +6,017 | New |
| Boyd Watterson Asset Management LLC | 6,017 | $1.14M | 0.45% | +33+0.6% | Added |
| Concord Asset Management, LLC | 6,036 | $1.14M | 0.34% | +1,061+21.3% | Added |
| United Bank | 6,075 | $1.15M | 0.63% | −23−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 6,085 | $1.15M | 0.02% | −298−4.7% | Reduced |
| DF Dent & Co Inc | 6,093 | $1.15M | 0.02% | −6−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,111 | $1.16M | 0.18% | −65−1.1% | Reduced |
| Concord Wealth Partners | 6,142 | $1.16M | 0.23% | +1,062+20.9% | Added |
| Ferguson Wellman Capital Management, Inc | 6,212 | $1.18M | 0.03% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,214 | $1.18M | 0.18% | −47−0.8% | Reduced |
| Citizens & Northern Corp | 6,225 | $1.18M | 0.42% | −242−3.7% | Reduced |
| Engineers Gate Manager LP | 6,232 | $1.18M | 0.03% | −47,953−88.5% | Reduced |
| Exchange Bank | 6,268 | $1.19M | 1.03% | +21+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 6,294 | $1.19M | 0.01% | −33,847−84.3% | Reduced |
| Atria Wealth Solutions, Inc. | 6,311 | $1.20M | 0.02% | +239+3.9% | Added |
| Citizens Financial Group Inc | 6,382 | $1.21M | 0.04% | +42+0.7% | Added |
| Checchi Capital Advisers, LLC | 6,415 | $1.22M | 0.10% | −10−0.2% | Reduced |
| Congress Wealth Management LLC | 6,446 | $1.22M | 0.02% | +6,446 | New |
| Edgemoor Investment Advisors, Inc. | 6,475 | $1.23M | 0.13% | −24−0.4% | Reduced |
| Gries Financial LLC | 6,492 | $1.23M | 0.27% | +14+0.2% | Added |
| Optiver Holding B.V. | 6,516 | $1.23M | 0.04% | +6,516 | New |
| Arden Trust Co | 6,629 | $1.26M | 0.18% | −180−2.6% | Reduced |
| Profund Advisors LLC | 6,634 | $1.26M | 0.05% | +982+17.4% | Added |
| Smithfield Trust Co | 6,672 | $1.26M | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,698 | $1.27M | 0.02% | +161+2.5% | Added |
| Paragon Advisors, LLC | 6,724 | $1.27M | 0.54% | +6,724 | New |
| Wintrust Investments LLC | 6,738 | $1.28M | 0.12% | −116−1.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,813 | $1.29M | 0.05% | +6,813 | New |
| Wedmont Private Capital | 6,757 | $1.29M | 0.11% | +239+3.7% | Added |
| RCS Financial Planning, LLC | 6,904 | $1.31M | 0.86% | −251−3.5% | Reduced |
| NEOS Investment Management LLC | 6,982 | $1.32M | 0.13% | +1,771+34.0% | Added |
| DFPG Investments, LLC | 6,949 | $1.33M | 0.10% | −41−0.6% | Reduced |
| AXS Investments LLC | 7,025 | $1.33M | 0.32% | +636+10.0% | Added |
| Merit Financial Group, LLC | 7,131 | $1.35M | 0.04% | −1,958−21.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,287 | $1.38M | 0.05% | +7,287 | New |
| Thompson Siegel & Walmsley LLC | 7,294 | $1.38M | 0.02% | −10−0.1% | Reduced |
| Versor Investments LP | 7,303 | $1.38M | 0.28% | +3,000+69.7% | Added |
| LMCG Investments, LLC | 7,308 | $1.38M | 0.09% | −375−4.9% | Reduced |
| First Manhattan Co | 7,335 | $1.40M | 0.00% | +3,547+93.6% | Added |
| Summit Financial, LLC | 7,365 | $1.40M | 0.09% | +61+0.8% | Added |
| Clearstead Advisors, LLC | 7,455 | $1.41M | 0.07% | +50+0.7% | Added |
| Wimmer Associates 1, LLC | 7,460 | $1.41M | 0.80% | −231−3.0% | Reduced |
| TD Private Client Wealth LLC | 7,515 | $1.42M | 0.05% | −134−1.8% | Reduced |
| Centiva Capital, LP | 7,521 | $1.43M | 0.09% | −5,549−42.5% | Reduced |
| Chesley Taft & Associates LLC | 7,660 | $1.45M | 0.08% | −480−5.9% | Reduced |
| Lantz Financial LLC | 7,700 | $1.46M | 0.53% | −20−0.3% | Reduced |
| TCTC Holdings, LLC | 7,738 | $1.47M | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 7,742 | $1.47M | 0.02% | −4,794−38.2% | Reduced |
| Syon Capital LLC | 7,764 | $1.47M | 0.15% | +1,015+15.0% | Added |
| Ballentine Partners, LLC | 7,788 | $1.48M | 0.03% | +607+8.5% | Added |
| PFG Advisors | 7,848 | $1.49M | 0.12% | +38+0.5% | Added |
| Adviser Investments LLC | 7,861 | $1.49M | 0.02% | +4,760+153.5% | Added |
| USA Financial Portformulas Corp | 7,929 | $1.50M | 0.26% | +7,906+34,373.9% | Added |
| Stevens Capital Management LP | 7,960 | $1.51M | 0.38% | +7,960 | New |
| Relyea Zuckerberg Hanson LLC | 7,994 | $1.51M | 0.30% | +19+0.2% | Added |
| Desjardins Global Asset Management Inc. | 8,001 | $1.52M | 0.16% | +171+2.2% | Added |
| LS Investment Advisors, LLC | 8,005 | $1.52M | 0.26% | −253−3.1% | Reduced |
| Suncoast Equity Management | 8,045 | $1.52M | 0.20% | +8,045 | New |
| Missouri Trust & Investment Co | 8,048 | $1.52M | 0.62% | +211+2.7% | Added |
| HB Wealth Management, LLC | 8,081 | $1.53M | 0.02% | +198+2.5% | Added |
| Coldstream Capital Management Inc | 8,215 | $1.56M | 0.04% | +849+11.5% | Added |
| DoubleLine ETF Adviser LP | 8,246 | $1.56M | 0.45% | +639+8.4% | Added |
| Ritholtz Wealth Management | 8,314 | $1.58M | 0.06% | −2,949−26.2% | Reduced |
| AE Wealth Management LLC | 8,180 | $1.58M | 0.01% | −6,185−43.1% | Reduced |
| Banco Santander, S.A. | 8,362 | $1.58M | 0.02% | +220+2.7% | Added |
| Banque Cantonale Vaudoise | 8,359 | $1.58M | 0.07% | +845+11.2% | Added |
| Qtron Investments LLC | 8,378 | $1.59M | 0.26% | −20−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,411 | $1.59M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8,411 | $1.59M | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 8,530 | $1.62M | 0.13% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,647 | $1.64M | 0.03% | +297+3.6% | Added |
| Wealthcare Advisory Partners LLC | 8,745 | $1.66M | 0.07% | −218−2.4% | Reduced |
| Entropy Technologies, LP | 8,845 | $1.68M | 0.31% | +8,845 | New |
| RMR Wealth Builders | 8,854 | $1.68M | 0.24% | +6+0.1% | Added |
| Evercore Wealth Management, LLC | 8,890 | $1.68M | 0.03% | +1,223+16.0% | Added |
| DRW Securities, LLC | 8,900 | $1.69M | 0.05% | +8,900 | New |
| Wealth Alliance | 8,922 | $1.69M | 0.24% | −13−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 8,933 | $1.69M | 0.29% | −25−0.3% | Reduced |
| Vise Technologies, Inc. | 8,960 | $1.70M | 0.37% | +4,266+90.9% | Added |
| Summit Global Investments | 9,003 | $1.71M | 0.11% | +5,878+188.1% | Added |
| Quadrant Capital Group LLC | 9,014 | $1.71M | 0.15% | +326+3.8% | Added |
| Fiduciary Trust Co | 9,072 | $1.72M | 0.03% | +320+3.7% | Added |
| Clifford Swan Investment Counsel LLC | 9,074 | $1.72M | 0.07% | −35−0.4% | Reduced |
| First National Trust Co | 9,119 | $1.73M | 0.08% | −1,249−12.0% | Reduced |
| Signaturefd, LLC | 9,217 | $1.75M | 0.04% | +131+1.4% | Added |