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 |
|---|---|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 374 | $70.9K | 0.02% | +277+285.6% | Added |
| DSM Capital Partners LLC | 372 | $70.5K | 0.00% | +372 | New |
| Kozak & Associates, Inc. | 360 | $70.4K | 0.02% | +1+0.3% | Added |
| Hanson & Doremus Investment Management | 362 | $69.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $67.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 344 | $65.2K | 0.01% | +344 | New |
| Geneos Wealth Management Inc. | 343 | $65.0K | 0.00% | +13+3.9% | Added |
| Heritage Wealth Advisors | 341 | $64.6K | 0.00% | −12,611−97.4% | Reduced |
| Arlington Trust Co LLC | 338 | $64.0K | 0.02% | +113+50.2% | Added |
| Sandy Spring Bank | 334 | $63.3K | 0.00% | +34+11.3% | Added |
| Beacon Capital Management, LLC | 326 | $62.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 328 | $62.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 320 | $60.6K | 0.01% | +320 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 319 | $60.4K | 0.03% | −2−0.6% | Reduced |
| Tortoise Investment Management, LLC | 311 | $58.9K | 0.01% | −6−1.9% | Reduced |
| HighMark Wealth Management LLC | 308 | $58.3K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 300 | $56.8K | 0.01% | −95−24.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 300 | $56.8K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $56.5K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 298 | $56.5K | 0.07% | +298 | New |
| Webster Bank, N. A. | 297 | $56.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 295 | $56.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 295 | $55.9K | 0.03% | +12+4.2% | Added |
| Perkins Coie Trust Co | 295 | $55.9K | 0.01% | −32−9.8% | Reduced |
| Quarry LP | 292 | $55.3K | 0.03% | −284−49.3% | Reduced |
| Johnson Financial Group, Inc. | 290 | $54.9K | 0.00% | +12+4.3% | Added |
| Trifecta Capital Advisors, LLC | 289 | $54.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 285 | $54.0K | 0.01% | +38+15.4% | Added |
| Dunhill Financial, LLC | 281 | $53.2K | 0.05% | +281 | New |
| JFS Wealth Advisors, LLC | 270 | $51.2K | 0.00% | +123+83.7% | Added |
| Jones Financial Companies LLLP | 261 | $49.5K | 0.00% | −16−5.8% | Reduced |
| Hobbs Group Advisors, LLC | 255 | $48.4K | 0.02% | +255 | New |
| First Financial Corp | 247 | $46.8K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 240 | $45.5K | 0.02% | −155−39.2% | Reduced |
| Spartan Planning & Wealth Management | 235 | $44.5K | 0.05% | −1,097−82.4% | Reduced |
| Trust Co of Vermont | 233 | $44.1K | 0.00% | −1−0.4% | Reduced |
| Nemes Rush Group LLC | 231 | $43.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 229 | $43.4K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 228 | $43.2K | 0.02% | +228 | New |
| SRS Capital Advisors, Inc. | 215 | $40.8K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 214 | $40.5K | 0.01% | −11−4.9% | Reduced |
| GW&K Investment Management, LLC | 212 | $40.0K | 0.00% | +8+3.9% | Added |
| HHM Wealth Advisors, LLC | 210 | $39.8K | 0.01% | +210 | New |
| South State Corp. | 209 | $39.6K | 0.00% | −7−3.2% | Reduced |
| Kepos Capital LP | 204 | $39.0K | 0.01% | +204 | New |
| Dividend Assets Capital, LLC | 200 | $38.0K | 0.01% | −50−20.0% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $37.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 197 | $37.3K | 0.01% | −3−1.5% | Reduced |
| Frazier Financial Advisors, LLC | 192 | $36.4K | 0.03% | +192 | New |
| Capital Advisors, Ltd. LLC | 191 | $36.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 190 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 175 | $33.2K | 0.01% | +21+13.6% | Added |
| Covestor Ltd | 173 | $33.0K | 0.02% | +3+1.8% | Added |
| Clear Investment Research, LLC | 174 | $33.0K | 0.05% | +174 | New |
| Canton Hathaway, LLC | 164 | $31.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 162 | $30.7K | 0.02% | +6+3.8% | Added |
| WealthCollab, LLC | 158 | $29.9K | 0.02% | +158 | New |
| Atlas Capital Advisors LLC | 158 | $29.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 154 | $29.2K | 0.01% | +154 | New |
| Capital Analysts, LLC | 152 | $29.0K | 0.00% | −18−10.6% | Reduced |
| Ofi Invest Asset Management | 168 | $28.8K | 0.00% | +10+6.3% | Added |
| Cordant, Inc. | 150 | $28.4K | 0.02% | +150 | New |
| RFP Financial Group LLC | 148 | $28.0K | 0.01% | +52+54.2% | Added |
| ZRC Wealth Management, LLC | 147 | $28.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $26.3K | 0.01% | +139 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $26.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 138 | $26.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 137 | $26.0K | 0.00% | +18+15.1% | Added |
| Pacific Center for Financial Services | 136 | $25.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 135 | $25.6K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 132 | $25.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 133 | $25.0K | 0.00% | +103+343.3% | Added |
| REAP Financial Group, LLC | 131 | $24.9K | 0.01% | +131 | New |
| Altshuler Shaham Ltd | 130 | $24.6K | 0.00% | −10−7.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 129 | $24.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 124 | $23.5K | 0.00% | −116,805−99.9% | Reduced |
| NVWM, LLC | 119 | $22.5K | 0.01% | +2+1.7% | Added |
| Asset Dedication, LLC | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 106 | $20.1K | 0.01% | +1+1.0% | Added |
| Key Financial Inc | 103 | $19.5K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 101 | $19.1K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $18.9K | 0.00% | +100 | New |
| First Foundation Advisors | 99 | $18.8K | 0.00% | −998−91.0% | Reduced |
| FinTrust Capital Advisors, LLC | 97 | $18.4K | 0.00% | −51−34.5% | Reduced |
| DB Wealth Management Group, LLC | 96 | $18.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $17.2K | 0.01% | +24+35.8% | Added |
| Slocum, Gordon & Co LLP | 90 | $17.1K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 89 | $16.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 85 | $16.1K | 0.00% | −703−89.2% | Reduced |
| Clean Yield Group | 85 | $16.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 85 | $16.1K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 84 | $15.9K | 0.00% | +84 | New |
| First Personal Financial Services | 80 | $15.2K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 79 | $15.0K | 0.00% | −20−20.2% | Reduced |
| Fortitude Family Office, LLC | 76 | $14.4K | 0.01% | +76 | New |
| Gleason Group, Inc. | 75 | $14.2K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 71 | $13.4K | 0.00% | +1+1.4% | Added |
| Carmichael Hill & Associates, Inc. | 70 | $13.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $12.4K | 0.00% | +48+266.7% | Added |