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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 557,286 | $105.1M | 0.23% | +35,945+6.9% | Added |
| The PNC Financial Services Group, Inc. | 544,276 | $103.1M | 0.08% | −3,020−0.6% | Reduced |
| Assenagon Asset Management S.A. | 532,670 | $100.9M | 0.31% | +517,510+3,413.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 529,991 | $100.4M | 0.35% | +82,991+18.6% | Added |
| State Board of Administration of Florida Retirement System | 527,063 | $99.9M | 0.21% | −2,458−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 513,489 | $97.3M | 0.18% | −56,191−9.9% | Reduced |
| Bradley Foster & Sargent Inc | 512,620 | $97.1M | 1.89% | +27,815+5.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 506,923 | $96.9M | 0.17% | +48,611+10.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 483,888 | $91.7M | 0.22% | −30,109−5.9% | Reduced |
| Johnson Investment Counsel Inc | 480,410 | $91.0M | 1.07% | −14,458−2.9% | Reduced |
| Truist Financial Corp | 474,784 | $90.0M | 0.14% | −778,885−62.1% | Reduced |
| Lord, Abbett & Co. LLC | 455,951 | $86.4M | 0.30% | −50,474−10.0% | Reduced |
| Panagora Asset Management Inc | 446,010 | $84.5M | 0.47% | +31,799+7.7% | Added |
| Mackenzie Financial Corp | 445,375 | $84.4M | 0.13% | −143,354−24.3% | Reduced |
| Degroof Petercam Asset Management | 440,662 | $83.5M | 1.10% | +440,662 | New |
| Birch Hill Investment Advisors LLC | 438,081 | $83.0M | 4.42% | −1210.0% | Reduced |
| Citigroup Inc | 435,975 | $82.6M | 0.11% | −58,998−11.9% | Reduced |
| New York State Teachers Retirement System | 434,736 | $82.4M | 0.18% | −28,468−6.1% | Reduced |
| Mariner, LLC | 418,439 | $79.3M | 0.19% | +9,138+2.2% | Added |
| APG Asset Management N.V. | 460,421 | $79.0M | 0.15% | +36,907+8.7% | Added |
| National Bank of Canada | 403,684 | $77.0M | 0.14% | −143,978−26.3% | Reduced |
| Ossiam | 391,892 | $74.3M | 1.20% | +115,491+41.8% | Added |
| Korea Investment CORP | 386,129 | $73.2M | 0.19% | −6,695−1.7% | Reduced |
| Prudential Financial Inc | 374,920 | $71.9M | 0.11% | −479,463−56.1% | Reduced |
| Crawford Investment Counsel Inc | 377,476 | $71.5M | 1.43% | −13,774−3.5% | Reduced |
| Epoch Investment Partners, Inc. | 368,746 | $69.9M | 0.32% | +11,348+3.2% | Added |
| SEI Investments Co | 367,720 | $69.7M | 0.11% | −15,457−4.0% | Reduced |
| Abn Amro Investment Solutions | 362,938 | $68.8M | 1.21% | +18,218+5.3% | Added |
| Renaissance Technologies LLC | 362,400 | $68.7M | 0.11% | +362,400 | New |
| Man Group plc | 349,079 | $66.1M | 0.19% | – | – |
| Stifel Financial Corp | 331,184 | $62.8M | 0.08% | +690.0% | Added |
| CCLA Investment Management Ltd | 330,194 | $62.4M | 1.02% | +2,539+0.8% | Added |
| State of Wisconsin Investment Board | 326,583 | $61.9M | 0.18% | +9,028+2.8% | Added |
| AQR Capital Management LLC | 317,098 | $59.9M | 0.11% | +23,298+7.9% | Added |
| Silvercrest Asset Management Group LLC | 310,687 | $58.9M | 0.42% | −16,178−4.9% | Reduced |
| Erste Asset Management GmbH | 308,851 | $58.3M | 0.85% | +45,961+17.5% | Added |
| KBC Group NV | 301,994 | $57.2M | 0.20% | −339,981−53.0% | Reduced |
| Baird Financial Group, Inc. | 300,642 | $57.0M | 0.13% | +197,991+192.9% | Added |
| HighTower Advisors, LLC | 299,600 | $56.8M | 0.10% | +4,693+1.6% | Added |
| Bowen Hanes & Co Inc | 295,585 | $56.0M | 1.69% | −1,140−0.4% | Reduced |
| Capital International Inc | 294,549 | $55.8M | 0.87% | +91,000+44.7% | Added |
| Toronto Dominion Bank | 289,005 | $54.8M | 0.08% | −69,557−19.4% | Reduced |
| Calamos Advisors LLC | 286,490 | $54.3M | 0.28% | −745−0.3% | Reduced |
| Fifth Third Bancorp | 285,269 | $54.0M | 0.23% | +4,946+1.8% | Added |
| Jennison Associates LLC | 282,947 | $53.6M | 0.04% | −285,473−50.2% | Reduced |
| Public Employees Retirement System of Ohio | 282,533 | $53.5M | 0.21% | −3,963−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 278,655 | $52.8M | 0.18% | 00.0% | Unchanged |
| Swedbank AB | 277,901 | $52.7M | 0.09% | −6,616−2.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 276,601 | $52.4M | 0.19% | −2,162−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 276,328 | $52.4M | 0.22% | −12,507−4.3% | Reduced |
| Madison Asset Management, LLC | 276,130 | $52.3M | 0.71% | +5,478+2.0% | Added |
| Boston Trust Walden Corp | 274,942 | $52.1M | 0.39% | +3,847+1.4% | Added |
| Unigestion Holding SA | 270,598 | $51.3M | 2.82% | +13,884+5.4% | Added |
| Bank of Nova Scotia | 266,555 | $50.5M | 0.09% | +114,723+75.6% | Added |
| Kempen Capital Management N.V. | 264,702 | $50.2M | 0.70% | +72,799+37.9% | Added |
| Canada Pension Plan Investment Board | 263,025 | $49.8M | 0.06% | −124,509−32.1% | Reduced |
| Vaughan David Investments LLC | 255,347 | $48.4M | 1.32% | +699+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 252,941 | $47.9M | 0.22% | +154,683+157.4% | Added |
| Los Angeles Capital Management LLC | 250,825 | $47.5M | 0.18% | −68,799−21.5% | Reduced |
| State of Tennessee, Treasury Department | 247,769 | $46.9M | 0.18% | −25,736−9.4% | Reduced |
| Intech Investment Management LLC | 246,028 | $46.6M | 0.68% | +51,817+26.7% | Added |
| Ensign Peak Advisors, Inc | 241,885 | $45.8M | 0.09% | −4,066−1.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 238,815 | $45.2M | 1.45% | −5,275−2.2% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 237,706 | $45.0M | 0.16% | +237,706 | New |
| Mn Services Vermogensbeheer B.V. | 234,788 | $44.5M | 0.40% | −7,300−3.0% | Reduced |
| Quilter Plc | 231,648 | $43.7M | 1.48% | −181,635−43.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 228,813 | $43.4M | 0.11% | −2,590−1.1% | Reduced |
| Artemis Investment Management LLP | 228,532 | $43.3M | 0.63% | +54,793+31.5% | Added |
| Treasurer of the State of North Carolina | 226,007 | $42.8M | 0.21% | +2,140+1.0% | Added |
| Asset Management One Co.,Ltd. | 223,321 | $42.2M | 0.17% | +14,352+6.9% | Added |
| Rathbone Brothers plc | 219,632 | $41.6M | 0.27% | +38,465+21.2% | Added |
| Flputnam Investment Management Co | 218,183 | $41.3M | 0.97% | −2,548−1.2% | Reduced |
| Ycg, LLC | 216,909 | $41.1M | 3.40% | +520.0% | Added |
| Macquarie Group Ltd | 216,679 | $41.0M | 0.05% | +4,982+2.4% | Added |
| Millennium Management LLC | 206,231 | $39.1M | 0.04% | −456,566−68.9% | Reduced |
| Royal London Asset Management Ltd | 201,896 | $38.3M | 0.11% | −2,953−1.4% | Reduced |
| LPL Financial LLC | 201,341 | $38.1M | 0.02% | −697−0.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 199,170 | $37.7M | 3.38% | +1,287+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 199,160 | $37.7M | 0.48% | +6,000+3.1% | Added |
| Pathstone Holdings, LLC | 198,734 | $37.7M | 0.20% | +198,734 | New |
| STRS Ohio | 196,237 | $37.2M | 0.15% | −8,984−4.4% | Reduced |
| Handelsbanken Fonder AB | 190,612 | $36.1M | 0.18% | +52,420+37.9% | Added |
| Teacher Retirement System of Texas | 189,747 | $36.0M | 0.25% | −38,868−17.0% | Reduced |
| Glenmede Trust Co NA | 187,945 | $35.6M | 0.18% | +22,196+13.4% | Added |
| Victory Capital Management Inc | 187,418 | $35.5M | 0.04% | −23,630−11.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 184,211 | $34.9M | 0.06% | −20,682−10.1% | Reduced |
| Thrivent Financial for Lutherans | 182,226 | $34.5M | 0.08% | +77,893+74.7% | Added |
| Franklin Resources Inc | 179,161 | $33.9M | 0.02% | +21,392+13.6% | Added |
| Dundas Partners LLP | 178,934 | $33.9M | 2.96% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 174,777 | $33.1M | 0.14% | +9,029+5.4% | Added |
| Teachers Retirement System of the State of Kentucky | 173,301 | $32.8M | 0.31% | −8,383−4.6% | Reduced |
| Zacks Investment Management | 162,826 | $30.9M | 0.38% | +1,533+1.0% | Added |
| Comerica Bank | 161,634 | $30.6M | 0.14% | −1,997−1.2% | Reduced |
| American International Group, Inc. | 161,592 | $30.6M | 0.13% | −499−0.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 158,793 | $30.1M | 0.17% | +4,403+2.9% | Added |
| Nisa Investment Advisors, LLC | 155,845 | $29.5M | 0.21% | −6,005−3.7% | Reduced |
| Janney Montgomery Scott LLC | 155,217 | $29.4M | 0.10% | +49,502+46.8% | Added |
| 1832 Asset Management L.P. | 151,969 | $28.8M | 0.05% | +1,864+1.2% | Added |
| Worldquant Millennium Advisors LLC | 148,791 | $28.2M | 0.39% | −90,712−37.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 147,511 | $27.9M | 0.76% | +15,743+11.9% | Added |