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 |
|---|---|---|---|---|---|
| Granite FO LLC | 1,200 | $227.4K | 0.15% | 00.0% | Unchanged |
| Everett Harris & Co | 1,196 | $226.6K | 0.00% | −66−5.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,189 | $225.3K | 0.11% | +1,189 | New |
| Truepoint, Inc. | 1,188 | $225.1K | 0.01% | +1,188 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,183 | $224.1K | 0.01% | −45−3.7% | Reduced |
| C M Bidwell & Associates Ltd | 1,182 | $224.0K | 0.17% | +1,182 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,181 | $223.8K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,181 | $223.8K | 0.12% | −112−8.7% | Reduced |
| Rossmore Private Capital | 1,181 | $223.8K | 0.03% | −4−0.3% | Reduced |
| SlateStone Wealth, LLC | 1,179 | $223.0K | 0.03% | +1,179 | New |
| Exchange Traded Concepts, LLC | 1,172 | $222.1K | 0.01% | −8,747−88.2% | Reduced |
| Marcum Wealth, LLC | 1,166 | $220.9K | 0.02% | −36−3.0% | Reduced |
| Golden State Equity Partners | 1,166 | $220.9K | 0.05% | +1,166 | New |
| Cottonwood Capital Advisors, LLC | 1,162 | $220.2K | 0.18% | +1,162 | New |
| Hollencrest Capital Management | 1,158 | $219.4K | 0.02% | +9+0.8% | Added |
| FSM Wealth Advisors, LLC | 1,154 | $218.7K | 0.09% | −10−0.9% | Reduced |
| WestHill Financial Advisors, Inc. | 1,150 | $217.9K | 0.06% | −41−3.4% | Reduced |
| Allworth Financial LP | 1,149 | $217.7K | 0.00% | +32+2.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,145 | $216.9K | 0.02% | +434+61.0% | Added |
| Schulz Wealth, LTD. | 1,135 | $215.0K | 0.21% | +1,135 | New |
| Sivia Capital Partners, LLC | 1,134 | $214.9K | 0.16% | +1,134 | New |
| Edgestream Partners, L.P. | 1,129 | $213.9K | 0.02% | −726−39.1% | Reduced |
| Beck Mack & Oliver LLC | 1,120 | $212.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,119 | $212.0K | 0.05% | +457+69.0% | Added |
| Guardian Wealth Advisors, LLC | 1,111 | $210.5K | 0.03% | −1−0.1% | Reduced |
| Middleton & Co Inc | 1,110 | $210.3K | 0.03% | −100−8.3% | Reduced |
| Kure Advisory, LLC | 1,110 | $210.3K | 0.11% | −38−3.3% | Reduced |
| Riverview Trust Co | 1,110 | $210.3K | 0.21% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,108 | $209.9K | 0.02% | −95−7.9% | Reduced |
| Warren Averett Asset Management, LLC | 1,105 | $209.4K | 0.01% | +10+0.9% | Added |
| Meridian Wealth Management, LLC | 1,102 | $208.8K | 0.01% | +1,102 | New |
| Ariston Services Group | 1,102 | $208.8K | 0.20% | +1,102 | New |
| Wayfinding Financial, LLC | 1,091 | $206.0K | 0.14% | +1,091 | New |
| Fortis Capital Advisors, LLC | 1,085 | $205.6K | 0.11% | +33+3.1% | Added |
| Destination Wealth Management | 1,083 | $205.2K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,127 | $202.7K | 0.04% | +67+6.3% | Added |
| Founders Financial Alliance, LLC | 1,069 | $202.6K | 0.08% | +1,069 | New |
| Foster Dykema Cabot & Partners, LLC | 1,068 | $202.4K | 0.02% | +1,068 | New |
| BSW Wealth Partners | 1,064 | $201.6K | 0.04% | +11+1.0% | Added |
| Whalerock Point Partners, LLC | 1,063 | $201.4K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,060 | $200.8K | 0.04% | −32−2.9% | Reduced |
| Grove Bank & Trust | 1,034 | $195.9K | 0.04% | −45−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,012 | $192.0K | 0.03% | −2,387−70.2% | Reduced |
| Magellan Asset Management Ltd | 983 | $186.2K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 980 | $185.7K | 0.04% | +980 | New |
| Gradient Investments LLC | 968 | $183.4K | 0.00% | +224+30.1% | Added |
| CVA Family Office, LLC | 910 | $172.4K | 0.03% | +910 | New |
| Harbour Investments, Inc. | 905 | $171.5K | 0.01% | +64+7.6% | Added |
| American State Bank (Iowa) | 901 | $170.7K | 0.11% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 900 | $170.5K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 875 | $165.8K | 0.01% | −41−4.5% | Reduced |
| Tompkins Financial Corp | 868 | $164.5K | 0.02% | +250+40.5% | Added |
| Chilton Capital Management LLC | 830 | $157.3K | 0.01% | +30+3.8% | Added |
| Kelly Financial Services LLC | 822 | $155.7K | 0.06% | +7+0.9% | Added |
| Group One Trading, L.P. | 812 | $153.8K | 0.00% | +812 | New |
| St Germain D J Co Inc | 802 | $152.0K | 0.01% | +102+14.6% | Added |
| Bourgeon Capital Management LLC | 765 | $144.9K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 695 | $131.7K | 0.05% | +315+82.9% | Added |
| West Tower Group, LLC | 688 | $130.4K | 0.26% | +174+33.9% | Added |
| Washington Trust Advisors, Inc. | 683 | $129.4K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 649 | $123.0K | 0.06% | +26+4.2% | Added |
| Rothschild Investment LLC | 645 | $122.2K | 0.01% | +645 | New |
| Rosenberg Matthew Hamilton | 644 | $122.0K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 640 | $121.3K | 0.11% | +640 | New |
| Bogart Wealth, LLC | 626 | $118.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 615 | $117.0K | 0.01% | +2+0.3% | Added |
| NBC Securities, Inc. | 604 | $114.0K | 0.01% | −33−5.2% | Reduced |
| Addison Advisors LLC | 597 | $113.1K | 0.04% | +150+33.6% | Added |
| Point72 Middle East FZE | 583 | $110.5K | 0.01% | +583 | New |
| J.Safra Asset Management Corp | 580 | $109.9K | 0.02% | −160−21.6% | Reduced |
| Tyler-Stone Wealth Management | 569 | $107.8K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 559 | $105.9K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 542 | $102.8K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 523 | $99.1K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 515 | $97.6K | 0.00% | +62+13.7% | Added |
| Salomon & Ludwin, LLC | 512 | $97.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 504 | $95.4K | 0.04% | +43+9.3% | Added |
| Union Savings Bank | 501 | $94.9K | 0.05% | 00.0% | Unchanged |
| Chelsea Counsel Co | 500 | $94.7K | 0.05% | −425−45.9% | Reduced |
| Northwest Financial Advisors | 493 | $93.4K | 0.08% | +493 | New |
| Turtle Creek Wealth Advisors, LLC | 458 | $86.8K | 0.03% | +458 | New |
| EntryPoint Capital, LLC | 454 | $86.0K | 0.08% | +454 | New |
| Jackson, Grant Investment Advisers, Inc. | 451 | $85.5K | 0.04% | +1+0.2% | Added |
| Islay Capital Management, LLC | 450 | $85.3K | 0.07% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 447 | $84.7K | 0.06% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 443 | $83.9K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 441 | $83.6K | 0.05% | −9−2.0% | Reduced |
| State of Wyoming | 440 | $83.4K | 0.02% | +440 | New |
| Pittenger & Anderson Inc | 429 | $81.3K | 0.00% | −200−31.8% | Reduced |
| Harbor Investment Advisory, LLC | 427 | $80.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 425 | $80.5K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 419 | $79.4K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 410 | $77.7K | 0.04% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 403 | $76.4K | 0.06% | +403 | New |
| Ancora Advisors, LLC | 395 | $74.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 392 | $74.3K | 0.02% | +5+1.3% | Added |
| MV Capital Management, Inc. | 391 | $74.1K | 0.01% | +11+2.9% | Added |
| Loomis Sayles & Co L P | 386 | $73.0K | 0.00% | +21+5.8% | Added |
| Wetzel Investment Advisors, Inc. | 383 | $73.0K | 0.04% | +383 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $72.0K | 0.03% | +380 | New |