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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 146,227 | $27.7M | 0.58% | +12,208+9.1% | Added |
| Whittier Trust Co | 144,896 | $27.5M | 0.45% | +1,436+1.0% | Added |
| US Bancorp | 144,256 | $27.3M | 0.04% | −1,805−1.2% | Reduced |
| Cumberland Partners Ltd | 143,476 | $27.3M | 2.50% | −1,710−1.2% | Reduced |
| State of Michigan Retirement System | 143,075 | $27.1M | 0.16% | −200−0.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 142,703 | $27.0M | 0.34% | −11,000−7.2% | Reduced |
| AXA S.A. | 141,159 | $26.7M | 0.09% | +2,946+2.1% | Added |
| Arizona State Retirement System | 138,970 | $26.3M | 0.20% | −1,062−0.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 136,586 | $25.9M | 0.54% | −43,424−24.1% | Reduced |
| MetLife Investment Management | 136,075 | $25.8M | 0.19% | −2,646−1.9% | Reduced |
| Guggenheim Capital LLC | 135,744 | $25.7M | 0.20% | +20,040+17.3% | Added |
| Susquehanna International Group, LLP | 134,505 | $25.5M | 0.04% | −56,381−29.5% | Reduced |
| Neuberger Berman Group LLC | 134,162 | $25.4M | 0.02% | −4,884−3.5% | Reduced |
| Xponance, Inc. | 133,765 | $25.3M | 0.30% | +9,653+7.8% | Added |
| Advisor Group Holdings, Inc. | 133,447 | $25.3M | 0.04% | −22,665−14.5% | Reduced |
| EULAV Asset Management | 132,000 | $25.0M | 0.77% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 131,901 | $25.0M | 0.89% | −7,596−5.4% | Reduced |
| Formuepleje A/S | 129,996 | $24.6M | 1.75% | +129,996 | New |
| Federation des caisses Desjardins du Quebec | 129,361 | $24.5M | 0.23% | −9,254−6.7% | Reduced |
| CIBC World Markets Corp | 128,986 | $24.4M | 0.13% | +35,054+37.3% | Added |
| Swiss Life Asset Management Ltd | 127,515 | $24.2M | 0.29% | −23,157−15.4% | Reduced |
| Forsta Ap-Fonden | 126,800 | $24.0M | 0.24% | +100+0.1% | Added |
| Prio Wealth Limited Partnership | 124,719 | $23.6M | 0.81% | +609+0.5% | Added |
| Gluskin Sheff & Assoc Inc | 124,135 | $23.5M | 2.32% | −26,031−17.3% | Reduced |
| Amalgamated Bank | 123,450 | $23.4M | 0.19% | −6,575−5.1% | Reduced |
| QRG Capital Management, Inc. | 122,327 | $23.2M | 0.34% | +2,685+2.2% | Added |
| DnB Asset Management AS | 120,411 | $22.8M | 0.12% | +5,405+4.7% | Added |
| Martingale Asset Management L P | 116,780 | $22.1M | 0.45% | −8,833−7.0% | Reduced |
| Brown Brothers Harriman & Co | 115,932 | $22.0M | 0.18% | −5,268−4.3% | Reduced |
| Wafra Inc. | 115,722 | $21.9M | 1.29% | −133,051−53.5% | Reduced |
| Boston Family Office LLC | 115,042 | $21.8M | 1.64% | +1,477+1.3% | Added |
| AMF Pensionsforsakring AB | 113,181 | $21.5M | 0.18% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 108,668 | $20.6M | 0.09% | −3,020−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,976 | $20.5M | 0.15% | +8,658+8.7% | Added |
| Meitav Dash Investments Ltd | 105,000 | $19.9M | 0.29% | +105,000 | New |
| Washington Trust Co | 104,349 | $19.8M | 0.78% | −3,963−3.7% | Reduced |
| ING Groep NV | 104,178 | $19.7M | 0.16% | +104,115+165,261.9% | Added |
| Davenport & Co LLC | 104,111 | $19.7M | 0.14% | −25,537−19.7% | Reduced |
| D. E. Shaw & Co., Inc. | 103,990 | $19.7M | 0.03% | +75,387+263.6% | Added |
| Crestwood Advisors Group LLC | 103,164 | $19.5M | 0.46% | −1,233−1.2% | Reduced |
| Captrust Financial Advisors | 102,676 | $19.5M | 0.07% | +7,052+7.4% | Added |
| ProShare Advisors LLC | 102,628 | $19.4M | 0.06% | −6,154−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 102,378 | $19.4M | 0.04% | −25,764−20.1% | Reduced |
| Texas Permanent School Fund | 101,804 | $19.3M | 0.17% | −259−0.3% | Reduced |
| Boston Private Wealth LLC | 101,418 | $19.2M | 0.47% | −29,992−22.8% | Reduced |
| Azimuth Capital Investment Management LLC | 99,734 | $18.9M | 0.85% | +355+0.4% | Added |
| IFM Investors Pty Ltd | 97,597 | $18.5M | 0.23% | −779−0.8% | Reduced |
| Marathon Asset Mgmt Ltd | 97,172 | $18.4M | 0.52% | −6,268−6.1% | Reduced |
| M&T Bank Corp | 95,582 | $18.1M | 0.07% | −6,307−6.2% | Reduced |
| CIBC Asset Management Inc | 95,155 | $18.0M | 0.07% | −9,556−9.1% | Reduced |
| PGGM Investments | 94,750 | $18.0M | 0.27% | +2,079+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 94,369 | $17.9M | 0.21% | −1,372−1.4% | Reduced |
| USS Investment Management Ltd | 94,310 | $17.9M | 0.16% | −8,843−8.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 93,602 | $17.7M | 0.08% | +6,340+7.3% | Added |
| Walter Public Investments Inc. | 93,584 | $17.7M | 3.73% | +8,000+9.3% | Added |
| Commonwealth Equity Services, LLC | 92,960 | $17.6M | 0.03% | +9,557+11.5% | Added |
| Fort Pitt Capital Group, LLC | 91,914 | $17.4M | 0.57% | −460−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 91,170 | $17.3M | 0.21% | +87,256+2,229.3% | Added |
| Squarepoint Ops LLC | 90,601 | $17.2M | 0.07% | −10,440−10.3% | Reduced |
| Gabelli Funds LLC | 88,100 | $16.7M | 0.13% | −10,200−10.4% | Reduced |
| Torray LLC | 87,022 | $16.5M | 2.67% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 86,426 | $16.4M | 1.62% | 00.0% | Unchanged |
| Czech National Bank | 86,373 | $16.4M | 0.23% | +160.0% | Added |
| Van Eck Associates Corp | 85,834 | $16.3M | 0.03% | +3,579+4.4% | Added |
| Utah Retirement Systems | 85,821 | $16.3M | 0.21% | +400+0.5% | Added |
| Ardevora Asset Management LLP | 85,562 | $16.2M | 1.44% | −76,527−47.2% | Reduced |
| Osborne Partners Capital Management, LLC | 84,148 | $15.9M | 1.04% | −712−0.8% | Reduced |
| Northwest & Ethical Investments L.P. | 82,003 | $15.5M | 0.48% | −510−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 81,840 | $15.5M | 0.53% | +1,024+1.3% | Added |
| Creative Planning | 79,742 | $15.1M | 0.03% | −10,528−11.7% | Reduced |
| Tredje AP-fonden | 79,492 | $15.1M | 0.19% | +2,700+3.5% | Added |
| Factory Mutual Insurance Co | 79,400 | $15.0M | 0.19% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 79,374 | $15.0M | 0.20% | +1,133+1.4% | Added |
| Advisors Asset Management, Inc. | 78,978 | $15.0M | 0.31% | −8,213−9.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 78,000 | $14.8M | 0.20% | +32,500+71.4% | Added |
| Public Sector Pension Investment Board | 77,142 | $14.6M | 0.11% | −37,314−32.6% | Reduced |
| Scotia Capital Inc. | 76,999 | $14.6M | 0.09% | +3,058+4.1% | Added |
| New York Life Investment Management LLC | 76,838 | $14.6M | 0.15% | +332+0.4% | Added |
| Tower Research Capital LLC (TRC) | 75,233 | $14.3M | 0.18% | +50,987+210.3% | Added |
| Segment Wealth Management, LLC | 75,177 | $14.2M | 1.26% | +1,977+2.7% | Added |
| Cerity Partners LLC | 75,089 | $14.2M | 0.05% | +43,329+136.4% | Added |
| RMB Capital Management, LLC | 74,899 | $14.2M | 0.43% | −2,432−3.1% | Reduced |
| Segall Bryant & Hamill, LLC | 73,932 | $14.0M | 0.27% | −200,949−73.1% | Reduced |
| Public Employees Retirement Association of Colorado | 73,253 | $13.9M | 0.06% | −2,290−3.0% | Reduced |
| Yousif Capital Management, LLC | 72,712 | $13.8M | 0.16% | −2,973−3.9% | Reduced |
| Nixon Peabody Trust Co | 72,183 | $13.7M | 1.53% | +72,183 | New |
| JLB & Associates Inc | 70,082 | $13.3M | 1.91% | −1,365−1.9% | Reduced |
| Alaska Permanent Fund Corp | 69,764 | $13.2M | 0.22% | −1,291−1.8% | Reduced |
| Achmea Investment Management B.V. | 67,254 | $12.7M | 0.26% | −6,542−8.9% | Reduced |
| Aquatic Capital Management LLC | 67,200 | $12.7M | 0.32% | +67,200 | New |
| Fulton Breakefield Broenniman LLC | 66,609 | $12.6M | 1.02% | +1,207+1.8% | Added |
| Mutual of America Capital Management LLC | 65,987 | $12.5M | 0.14% | −3,141−4.5% | Reduced |
| West Coast Financial LLC | 65,468 | $12.4M | 1.63% | +6,276+10.6% | Added |
| Baker Avenue Asset Management, LP | 65,336 | $12.4M | 0.54% | +2,706+4.3% | Added |
| TD Waterhouse Canada Inc. | 54,949 | $12.3M | 0.11% | +3,811+7.5% | Added |
| Levin Capital Strategies, L.P. | 64,588 | $12.2M | 1.36% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 64,370 | $12.2M | 0.15% | −5,380−7.7% | Reduced |
| Mercer Global Advisors Inc | 64,075 | $12.1M | 0.04% | +2,033+3.3% | Added |
| O'Shaughnessy Asset Management, LLC | 62,829 | $11.9M | 0.16% | −8,518−11.9% | Reduced |
| Atria Investments LLC | 62,014 | $11.7M | 0.18% | +2,131+3.6% | Added |