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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 9,242 | $1.75M | 0.03% | −253−2.7% | Reduced |
| GTS Securities LLC | 9,292 | $1.76M | 0.04% | −1,744−15.8% | Reduced |
| Brighton Jones LLC | 9,400 | $1.78M | 0.08% | −235−2.4% | Reduced |
| Grimes & Company, Inc. | 9,477 | $1.80M | 0.06% | +42+0.4% | Added |
| Veriti Management LLC | 9,522 | $1.80M | 0.16% | −128−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 9,537 | $1.81M | 0.05% | +1,793+23.2% | Added |
| Belpointe Asset Management LLC | 9,562 | $1.81M | 0.16% | +80+0.8% | Added |
| Courier Capital LLC | 9,618 | $1.82M | 0.14% | +129+1.4% | Added |
| Sweet Financial Partners, LLC | 9,647 | $1.83M | 0.43% | +1,113+13.0% | Added |
| Mission Wealth Management, LP | 9,671 | $1.83M | 0.06% | +339+3.6% | Added |
| Tealwood Asset Management Inc | 9,676 | $1.83M | 0.88% | −180−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,678 | $1.83M | 0.01% | −856−8.1% | Reduced |
| Pensionfund Sabic | 9,700 | $1.84M | 0.58% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,706 | $1.84M | 0.11% | −2,023−17.2% | Reduced |
| Chatham Capital Group, Inc. | 9,710 | $1.84M | 0.37% | 00.0% | Unchanged |
| Geneva Partners, LLC | 9,726 | $1.84M | 1.02% | +9,726 | New |
| Greenleaf Trust | 9,772 | $1.85M | 0.02% | +256+2.7% | Added |
| Dumont & Blake Investment Advisors LLC | 9,787 | $1.85M | 0.57% | −630−6.0% | Reduced |
| Savant Capital, LLC | 9,799 | $1.86M | 0.02% | +869+9.7% | Added |
| Larson Financial Group LLC | 9,828 | $1.86M | 0.16% | +9,571+3,724.1% | Added |
| Beverly Hills Private Wealth, LLC | 9,877 | $1.87M | 0.49% | −200−2.0% | Reduced |
| Nomura Holdings Inc | 9,962 | $1.89M | 0.02% | +9,962 | New |
| Cohen Klingenstein LLC | 10,000 | $1.89M | 0.08% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 10,011 | $1.90M | 0.68% | +2,026+25.4% | Added |
| Hills Bank & Trust Co | 10,046 | $1.90M | 0.19% | −75−0.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,055 | $1.91M | 0.33% | +5,000+98.9% | Added |
| Front Row Advisors LLC | 10,080 | $1.91M | 0.88% | −412−3.9% | Reduced |
| Raymond James Trust N.A. | 10,129 | $1.92M | 0.05% | −255−2.5% | Reduced |
| Alberta Investment Management Corp | 10,200 | $1.93M | 0.02% | −204,692−95.3% | Reduced |
| Quantitative Investment Management, LLC | 10,264 | $1.94M | 0.11% | +10,264 | New |
| Venture Visionary Partners LLC | 10,289 | $1.95M | 0.10% | −889−8.0% | Reduced |
| Groupama Asset Managment | 10,336 | $1.96M | 0.05% | +10,336 | New |
| Vectors Research Management, LLC | 10,373 | $1.97M | 0.55% | +115+1.1% | Added |
| Balentine LLC | 10,436 | $1.98M | 0.06% | +953+10.0% | Added |
| Empowered Funds, LLC | 10,489 | $1.99M | 0.05% | +5,316+102.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $1.99M | 1.09% | −1,500−12.5% | Reduced |
| Wetherby Asset Management Inc | 10,713 | $2.03M | 0.11% | −147−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,716 | $2.03M | 0.11% | +602+6.0% | Added |
| Capital Asset Advisory Services LLC | 10,765 | $2.04M | 0.13% | +304+2.9% | Added |
| V-Square Quantitative Management LLC | 10,817 | $2.05M | 0.49% | +6,505+150.9% | Added |
| Quantbot Technologies LP | 10,830 | $2.05M | 0.12% | −43,629−80.1% | Reduced |
| Horizon Investments, LLC | 10,956 | $2.07M | 0.06% | +4,683+74.7% | Added |
| Girard Partners Ltd. | 10,952 | $2.08M | 0.21% | −1,036−8.6% | Reduced |
| Tiaa Trust, National Association | 11,338 | $2.15M | 0.01% | −1,330−10.5% | Reduced |
| Howland Capital Management LLC | 11,393 | $2.16M | 0.11% | −37−0.3% | Reduced |
| MAI Capital Management | 11,397 | $2.16M | 0.03% | +1,501+15.2% | Added |
| Icon Advisers Inc | 11,500 | $2.18M | 0.50% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 11,524 | $2.18M | 0.41% | −590−4.9% | Reduced |
| iA Global Asset Management Inc. | 11,569 | $2.19M | 0.05% | −1,386−10.7% | Reduced |
| Advisory Services Network, LLC | 11,680 | $2.21M | 0.05% | +1,622+16.1% | Added |
| Vident Advisory, LLC | 11,716 | $2.22M | 0.06% | −68−0.6% | Reduced |
| Verition Fund Management LLC | 11,726 | $2.22M | 0.02% | −217−1.8% | Reduced |
| Moreno Evelyn V | 11,745 | $2.23M | 1.05% | +11,745 | New |
| Avantax Advisory Services, Inc. | 11,912 | $2.26M | 0.02% | +2,148+22.0% | Added |
| CIBC World Markets Inc. | 11,978 | $2.27M | 0.01% | −7,278−37.8% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $2.27M | 1.18% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,000 | $2.27M | 0.16% | −2,120−15.0% | Reduced |
| Pegasus Partners Ltd. | 12,032 | $2.28M | 0.27% | −776−6.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,054 | $2.28M | 0.12% | −559−4.4% | Reduced |
| FJ Investments, LLC | 12,104 | $2.29M | 0.11% | +12,104 | New |
| Heritage Trust Co | 12,122 | $2.30M | 0.32% | +427+3.7% | Added |
| Brown, Lisle/Cummings, Inc. | 12,135 | $2.30M | 0.85% | +10.0% | Added |
| TCW Group Inc | 12,235 | $2.31M | 0.03% | +12,235 | New |
| L & S Advisors Inc | 12,422 | $2.35M | 0.29% | +4,129+49.8% | Added |
| HighPoint Advisor Group LLC | 11,730 | $2.38M | 0.17% | +11,730 | New |
| Bessemer Group Inc | 12,657 | $2.40M | 0.00% | −1,240−8.9% | Reduced |
| Private Trust Co NA | 12,774 | $2.42M | 0.28% | +18+0.1% | Added |
| Pensionmark Financial Group, LLC | 12,821 | $2.43M | 0.32% | +12,821 | New |
| HBK Sorce Advisory LLC | 12,866 | $2.44M | 0.09% | −1,644−11.3% | Reduced |
| Park Avenue Securities LLC | 12,974 | $2.46M | 0.03% | +2,385+22.5% | Added |
| Icon Wealth Advisors, LLC | 13,278 | $2.52M | 0.26% | +13,278 | New |
| Miracle Mile Advisors, LLC | 13,415 | $2.54M | 0.07% | −18−0.1% | Reduced |
| Teza Capital Management LLC | 13,460 | $2.55M | 0.43% | −9,189−40.6% | Reduced |
| Bouvel Investment Partners, LLC | 13,544 | $2.57M | 1.20% | +391+3.0% | Added |
| Freestone Capital Holdings, LLC | 13,677 | $2.59M | 0.12% | −1,154−7.8% | Reduced |
| Kingsview Wealth Management, LLC | 13,742 | $2.60M | 0.08% | +43+0.3% | Added |
| Transcend Wealth Collective, LLC | 13,983 | $2.65M | 0.24% | +3,223+30.0% | Added |
| King Luther Capital Management Corp | 13,984 | $2.65M | 0.01% | +7,840+127.6% | Added |
| Credit Agricole S A | 14,087 | $2.67M | 0.06% | +9,306+194.6% | Added |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.67M | 0.37% | −4,900−25.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,242 | $2.70M | 2.20% | −800−5.3% | Reduced |
| Sumitomo Life Insurance Co | 14,353 | $2.72M | 0.08% | −551−3.7% | Reduced |
| Private Advisor Group, LLC | 14,565 | $2.76M | 0.02% | +2,363+19.4% | Added |
| Moody National Bank Trust Division | 14,644 | $2.77M | 0.22% | −7,165−32.9% | Reduced |
| South Dakota Investment Council | 14,668 | $2.78M | 0.06% | 00.0% | Unchanged |
| Kinsale Capital Group, Inc. | 14,861 | $2.82M | 1.40% | +3,909+35.7% | Added |
| Pitcairn Co | 14,864 | $2.82M | 0.21% | −654−4.2% | Reduced |
| Kames Capital plc | 14,913 | $2.83M | 0.04% | +14,913 | New |
| United Services Automobile Association | 14,941 | $2.83M | 0.06% | +1,139+8.3% | Added |
| Lindenwold Advisors | 15,060 | $2.85M | 1.62% | −32−0.2% | Reduced |
| River Wealth Advisors LLC | 15,137 | $2.87M | 0.46% | −543−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 15,143 | $2.87M | 0.02% | +10,427+221.1% | Added |
| Financial Engines Advisors L.L.C. | 15,157 | $2.87M | 0.01% | +11,542+319.3% | Added |
| Quantinno Capital Management LP | 15,225 | $2.88M | 0.10% | +3,196+26.6% | Added |
| Accurate Wealth Management, LLC | 15,011 | $2.89M | 0.90% | −377−2.4% | Reduced |
| Occidental Asset Management, LLC | 15,311 | $2.90M | 0.60% | −212−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 15,313 | $2.90M | 0.03% | −253−1.6% | Reduced |
| Regions Financial Corp | 15,581 | $2.95M | 0.02% | −266−1.7% | Reduced |
| Agf Management Ltd | 15,585 | $2.95M | 0.02% | +15,585 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,607 | $2.96M | 0.08% | +17+0.1% | Added |