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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 2,190 | $414.9K | 0.05% | −20−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,153 | $413.5K | 0.02% | +944+78.1% | Added |
| Journey Strategic Wealth LLC | 2,169 | $410.9K | 0.02% | +618+39.8% | Added |
| Mairs & Power Inc | 2,159 | $409.1K | 0.00% | −13−0.6% | Reduced |
| Gratus Wealth Advisors, LLC | 2,149 | $407.2K | 0.08% | +2,149 | New |
| Paloma Partners Management Co | 2,145 | $406.4K | 0.07% | +2,145 | New |
| Asset Management Resources, LLC | 2,141 | $405.7K | 0.23% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,138 | $405.1K | 0.37% | +2,138 | New |
| Parsons Capital Management Inc | 2,131 | $403.8K | 0.03% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 2,110 | $399.8K | 0.31% | +32+1.5% | Added |
| D'Orazio & Associates, Inc. | 2,102 | $398.3K | 0.07% | −58−2.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,100 | $398.0K | 0.03% | −200−8.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $397.9K | 0.14% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,087 | $395.4K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 2,082 | $394.5K | 0.03% | −148−6.6% | Reduced |
| Tobam | 2,057 | $390.0K | 0.03% | −323−13.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,053 | $389.0K | 0.01% | −2−0.1% | Reduced |
| Ambassador Advisors, LLC | 2,021 | $388.5K | 0.09% | −38−1.8% | Reduced |
| GLOBALT Investments LLC | 2,040 | $386.5K | 0.02% | +2,040 | New |
| Tilt Investment Management Holdings, PBC | 2,037 | $385.9K | 0.42% | +2,037 | New |
| Carolinas Wealth Consulting LLC | 2,036 | $385.9K | 0.08% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,035 | $385.6K | 0.38% | +2,035 | New |
| David Loasby | 2,017 | $384.9K | 0.04% | −218−9.8% | Reduced |
| Moors & Cabot, Inc. | 2,029 | $384.5K | 0.02% | −11−0.5% | Reduced |
| Brookstone Capital Management | 2,027 | $384.0K | 0.01% | −44−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,014 | $381.6K | 0.04% | −13,748−87.2% | Reduced |
| Verus Capital Partners, LLC | 2,001 | $379.2K | 0.05% | +397+24.8% | Added |
| SeaCrest Wealth Management, LLC | 1,986 | $379.0K | 0.05% | −24−1.2% | 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 |
| Main Street Financial Solutions, LLC | 1,993 | $377.6K | 0.05% | −50−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,984 | $376.1K | 0.02% | −12−0.6% | Reduced |
| Benjamin Edwards Inc | 1,983 | $376.0K | 0.08% | +146+7.9% | Added |
| Legacy Financial Advisors, Inc. | 1,975 | $374.2K | 0.07% | +48+2.5% | Added |
| Wallace Capital Management Inc. | 1,960 | $371.4K | 0.06% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,953 | $370.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,952 | $369.8K | 0.01% | +96+5.2% | Added |
| Willow Creek Wealth Management Inc. | 1,939 | $367.4K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,929 | $365.5K | 0.05% | −184−8.7% | Reduced |
| CKW Financial Group | 1,927 | $365.0K | 0.05% | +4+0.2% | Added |
| Journey Advisory Group, LLC | 1,920 | $363.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Aprio Wealth Management, LLC | 1,888 | $357.7K | 0.08% | +504+36.4% | Added |
| Cypress Capital Group | 1,886 | $357.3K | 0.05% | −500−21.0% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $356.4K | 0.14% | 00.0% | Unchanged |
| Davis R M Inc | 1,876 | $355.4K | 0.01% | −77−3.9% | Reduced |
| Abner Herrman & Brock LLC | 1,870 | $354.0K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,865 | $353.4K | 0.20% | −626−25.1% | Reduced |
| Hall Laurie J Trustee | 1,860 | $352.0K | 0.13% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,854 | $351.3K | 0.05% | −264−12.5% | Reduced |
| Mather Group, LLC. | 1,854 | $351.2K | 0.01% | +75+4.2% | Added |
| Busey Wealth Management | 1,844 | $349.4K | 0.01% | +1,844 | New |
| Westover Capital Advisors, LLC | 1,843 | $349.2K | 0.11% | +53+3.0% | Added |
| GAMMA Investing LLC | 1,791 | $347.2K | 0.09% | +1,791 | New |
| SOA Wealth Advisors, LLC. | 1,829 | $346.6K | 0.08% | +2+0.1% | Added |
| Optas, LLC | 1,827 | $346.2K | 0.10% | +51+2.9% | Added |
| Modera Wealth Management, LLC | 1,821 | $345.0K | 0.01% | +40+2.2% | Added |
| Cahaba Wealth Management, Inc. | 1,811 | $343.2K | 0.03% | −170−8.6% | Reduced |
| Provence Wealth Management Group | 1,809 | $342.8K | 0.18% | +225+14.2% | Added |
| Massmutual Trust Co FSB | 1,808 | $342.6K | 0.01% | +56+3.2% | Added |
| 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 |
| Cassady Schiller Wealth Management, LLC | 1,798 | $340.7K | 0.17% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,792 | $338.0K | 0.00% | +1,792 | New |
| New Hampshire Trust | 1,778 | $336.9K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,776 | $336.5K | 0.03% | +17+1.0% | Added |
| Evernest Financial Advisors, LLC | 1,771 | $335.6K | 0.17% | +1,771 | New |
| Norris Perne & French LLP | 1,756 | $332.7K | 0.03% | +106+6.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,753 | $332.1K | 0.19% | −22−1.2% | Reduced |
| Plato Investment Management Ltd | 1,743 | $330.2K | 0.40% | +1,743 | New |
| Ewa, LLC | 1,690 | $326.9K | 0.16% | −34−2.0% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $326.8K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,724 | $326.6K | 0.01% | +1,724 | New |
| Park Place Capital Corp | 1,722 | $326.3K | 0.13% | −632−26.8% | Reduced |
| RDA Financial Network | 1,709 | $323.9K | 0.12% | −95−5.3% | Reduced |
| Humankind Investments LLC | 1,706 | $323.2K | 0.10% | −99−5.5% | Reduced |
| EP Wealth Advisors, LLC | 1,703 | $322.7K | 0.00% | +387+29.4% | Added |
| Jarislowsky, Fraser Ltd | 1,700 | $322.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,694 | $321.0K | 0.03% | −200−10.6% | Reduced |
| Smith, Salley & Associates | 1,684 | $319.1K | 0.02% | +74+4.6% | Added |
| Lindbrook Capital, LLC | 1,684 | $319.1K | 0.03% | +414+32.6% | Added |
| Kinloch Capital, LLC | 1,682 | $318.7K | 0.20% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,682 | $318.7K | 0.01% | −111−6.2% | Reduced |
| Virtue Capital Management, LLC | 1,665 | $316.8K | 0.06% | −261−13.6% | Reduced |
| EagleClaw Capital Managment, LLC | 1,663 | $315.1K | 0.07% | −100−5.7% | Reduced |
| Sterling Group Wealth Management, LLC | 1,640 | $310.7K | 0.24% | −20−1.2% | Reduced |
| My Legacy Advisors, LLC | 1,609 | $310.3K | 0.11% | +1,609 | New |
| Meridian Wealth Advisors, LLC | 1,635 | $309.8K | 0.07% | +1+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,629 | $308.7K | 0.03% | +18+1.1% | Added |
| Dechtman Wealth Management, LLC | 1,626 | $308.0K | 0.08% | +1+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,618 | $306.6K | 0.03% | −6,171−79.2% | Reduced |
| Investment Partners, Ltd. | 1,615 | $305.9K | 0.15% | +3+0.2% | Added |
| Stiles Financial Services Inc | 1,613 | $305.6K | 0.14% | −46−2.8% | Reduced |
| Inceptionr LLC | 1,611 | $305.2K | 0.22% | +1,611 | New |
| Continuum Advisory, LLC | 1,614 | $305.0K | 0.04% | +82+5.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $304.9K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,608 | $304.7K | 0.01% | −610−27.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,604 | $304.0K | 0.04% | −215−11.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,607 | $304.0K | 0.15% | 00.0% | Unchanged |