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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 1,601 | $303.4K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,599 | $302.8K | 0.04% | +416+35.2% | Added |
| L2 Asset Management, LLC | 1,592 | $301.6K | 0.12% | +1,448+1,005.6% | Added |
| Trust Co of Virginia | 1,585 | $300.3K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,583 | $300.0K | 0.02% | +25+1.6% | Added |
| Atomi Financial Group, Inc. | 1,582 | $299.7K | 0.04% | +1,582 | New |
| Carret Asset Management, LLC | 1,580 | $299.4K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $299.4K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,573 | $298.0K | 0.04% | +61+4.0% | Added |
| Bailard, Inc. | 1,555 | $294.6K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,549 | $293.5K | 0.03% | +346+28.8% | Added |
| Mayflower Financial Advisors, LLC | 1,541 | $292.0K | 0.04% | +1,541 | New |
| Kessler Investment Group, LLC | 1,541 | $292.0K | 0.18% | −31−2.0% | Reduced |
| Detalus Advisors, LLC | 1,541 | $292.0K | 0.12% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,541 | $292.0K | 0.05% | +1,541 | New |
| Merrion Investment Management Co, LLC | 1,531 | $290.1K | 0.23% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,533 | $290.0K | 0.02% | +1,223+394.5% | Added |
| Johnson & White Wealth Management, LLC | 1,519 | $288.0K | 0.24% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 1,519 | $287.8K | 0.13% | +1,519 | New |
| Fayez Sarofim & Co | 1,450 | $287.0K | 0.00% | −164−10.2% | Reduced |
| Veracity Capital LLC | 1,514 | $286.8K | 0.12% | +49+3.3% | Added |
| Fisher Asset Management, LLC | 1,511 | $286.3K | 0.00% | −418−21.7% | Reduced |
| Wesbanco Bank Inc | 1,505 | $285.2K | 0.02% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,500 | $284.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,498 | $284.0K | 0.02% | +418+38.7% | Added |
| Cornerstone Advisory, LLC | 1,498 | $283.8K | 0.04% | +1,498 | New |
| Columbia Trust Co 01012016 | 1,477 | $279.8K | 0.13% | +17+1.2% | Added |
| ML & R Wealth Management LLC | 1,473 | $279.0K | 0.06% | +29+2.0% | Added |
| Farther Finance Advisors, LLC | 1,468 | $278.1K | 0.02% | +964+191.3% | Added |
| HTLF Bank | 1,467 | $278.0K | 0.03% | +1,467 | New |
| Appleton Partners Inc | 1,456 | $276.0K | 0.02% | −110−7.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,429 | $275.6K | 0.06% | −211−12.9% | Reduced |
| Central Trust Co | 1,448 | $274.4K | 0.01% | +75+5.5% | Added |
| FourThought Financial Partners, LLC | 1,444 | $273.6K | 0.03% | +9+0.6% | Added |
| Resources Management Corp | 1,440 | $273.0K | 0.04% | −75−5.0% | Reduced |
| Patron Partners Advisors, LLC | 1,436 | $272.1K | 0.18% | −3−0.2% | Reduced |
| PFS Partners, LLC | 1,434 | $271.7K | 0.19% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,425 | $270.0K | 0.11% | +1,425 | New |
| Diligent Investors, LLC | 1,425 | $270.0K | 0.07% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,420 | $269.1K | 0.16% | +1,420 | New |
| Inscription Capital, LLC | 1,415 | $268.1K | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,414 | $267.9K | 0.01% | −110−7.2% | Reduced |
| Essex Savings Bank | 1,413 | $267.7K | 0.08% | +331+30.6% | Added |
| Catalyst Financial Partners LLC | 1,409 | $267.0K | 0.08% | +115+8.9% | Added |
| Sapient Capital LLC | 1,405 | $266.2K | 0.01% | +1,405 | New |
| Capital Wealth Planning, LLC | 1,400 | $265.3K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,387 | $262.8K | 0.00% | +42+3.1% | Added |
| Prospera Financial Services Inc | 1,381 | $261.7K | 0.01% | −295−17.6% | Reduced |
| ORG Partners LLC | 1,380 | $261.5K | 0.04% | +16+1.2% | Added |
| Klingenstein Fields & Co LP | 1,376 | $260.7K | 0.01% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,374 | $260.3K | 0.05% | +1,374 | New |
| Drive Wealth Management, LLC | 1,361 | $257.8K | 0.08% | +61+4.7% | Added |
| Rice Hall James & Associates, LLC | 1,350 | $255.8K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $255.8K | 0.08% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,349 | $255.6K | 0.08% | −639−32.1% | Reduced |
| Umb Bank N A | 1,343 | $254.5K | 0.00% | −22−1.6% | Reduced |
| RFG Advisory, LLC | 1,340 | $253.9K | 0.01% | +1,340 | New |
| Farmers & Merchants Investments Inc | 1,338 | $253.5K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,334 | $252.8K | 0.02% | −27−2.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,338 | $252.6K | 0.03% | −290−17.8% | Reduced |
| Nwam LLC | 1,330 | $251.9K | 0.02% | +6+0.5% | Added |
| Legacy Advisory Services, LLC | 1,327 | $251.4K | 0.27% | +1,327 | New |
| YHB Investment Advisors, Inc. | 1,326 | $251.2K | 0.02% | −50−3.6% | Reduced |
| Kapitalo Investimentos Ltda | 1,324 | $250.9K | 0.05% | +650+96.4% | Added |
| Fundamentun, LLC | 1,321 | $250.4K | 0.03% | +1,321 | New |
| Partners Capital Investment Group, LLP | 1,315 | $249.2K | 0.01% | +1,315 | New |
| Onefund, LLC | 1,305 | $247.3K | 0.32% | +1,305 | New |
| Alta Advisers Ltd | 1,300 | $246.3K | 0.13% | 00.0% | Unchanged |
| Keel Point, LLC | 1,296 | $245.6K | 0.03% | +135+11.6% | Added |
| Vista Wealth Management Group, LLC | 1,292 | $244.8K | 0.02% | +25+2.0% | Added |
| Fort Washington Investment Advisors Inc | 1,289 | $244.2K | 0.00% | +1,289 | New |
| Brown Shipley& Co Ltd | 1,284 | $243.3K | 0.12% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,282 | $243.0K | 0.02% | +476+59.1% | Added |
| Thrive Capital Management, LLC | 1,281 | $242.7K | 0.13% | +2+0.2% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $242.0K | 0.02% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,258 | $239.0K | 0.01% | +1,258 | New |
| Twin Focus Capital Partners, LLC | 1,253 | $237.5K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 1,253 | $237.4K | 0.01% | −35−2.7% | Reduced |
| Dempze Nancy E | 1,250 | $236.8K | 0.20% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,246 | $236.1K | 0.16% | +17+1.4% | Added |
| ASB Consultores, LLC | 1,240 | $234.9K | 0.08% | −1,214−49.5% | Reduced |
| Northside Capital Management, LLC | 1,235 | $234.0K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,235 | $234.0K | 0.03% | +176+16.6% | Added |
| Rehmann Capital Advisory Group | 1,234 | $233.8K | 0.02% | +1,234 | New |
| Ballast, Inc. | 1,230 | $233.0K | 0.08% | +135+12.3% | Added |
| ICA Group Wealth Management, LLC | 1,226 | $232.3K | 0.05% | +116+10.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,222 | $231.6K | 0.01% | +1,222 | New |
| Rakuten Investment Management, Inc. | 1,220 | $230.3K | 0.00% | +1,220 | New |
| New England Professional Planning Group Inc. | 1,213 | $229.8K | 0.13% | +2+0.2% | Added |
| Ignite Planners, LLC | 1,207 | $229.5K | 0.07% | −60−4.7% | Reduced |
| Main Line Retirement Advisors, LLC | 1,209 | $229.1K | 0.20% | +1,209 | New |
| Telemus Capital, LLC | 1,207 | $228.7K | 0.02% | +11+0.9% | Added |
| First Affirmative Financial Network | 1,206 | $228.5K | 0.18% | +1,206 | New |
| First Nebraska Trust Co | 1,206 | $228.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 1,202 | $227.7K | 0.05% | −347−22.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $227.4K | 0.01% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,200 | $227.4K | 0.48% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,200 | $227.4K | 0.07% | 00.0% | Unchanged |
| Perpetual Ltd | 1,200 | $227.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $227.4K | 0.07% | 00.0% | Unchanged |