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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 60,726 | $11.5M | 0.16% | −410−0.7% | Reduced |
| Washington Trust Bank | 59,984 | $11.4M | 1.01% | +341+0.6% | Added |
| Brinker Capital Investments, LLC | 58,870 | $11.3M | 0.13% | −1,355−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 58,870 | $11.3M | 0.13% | −1,355−2.2% | Reduced |
| Harbour Trust & Investment Management Co | 59,321 | $11.2M | 1.58% | +59,321 | New |
| Nissay Asset Management Corp | 59,032 | $11.2M | 0.09% | +1,820+3.2% | Added |
| Apollon Wealth Management, LLC | 58,787 | $11.1M | 0.38% | +1,923+3.4% | Added |
| First American Bank | 58,293 | $11.0M | 0.92% | −885−1.5% | Reduced |
| Ci Investments Inc. | 57,929 | $11.0M | 0.06% | +4,690+8.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 57,718 | $10.9M | 0.02% | −3,434−5.6% | Reduced |
| Brown Advisory Inc | 57,188 | $10.8M | 0.02% | −790−1.4% | Reduced |
| Pinebridge Investments, L.P. | 57,043 | $10.8M | 0.10% | −3,674−6.1% | Reduced |
| British Columbia Investment Management Corp | 56,863 | $10.8M | 0.09% | +11,880+26.4% | Added |
| Whittier Trust Co of Nevada Inc | 56,687 | $10.7M | 0.34% | +200+0.4% | Added |
| Prudential PLC | 56,561 | $10.7M | 0.11% | +22,797+67.5% | Added |
| DuPont Capital Management Corp | 56,251 | $10.7M | 0.93% | −14,164−20.1% | Reduced |
| Candriam Luxembourg S.C.A. | 56,031 | $10.6M | 0.07% | +10,184+22.2% | Added |
| Wealthfront Advisers LLC | 55,656 | $10.5M | 0.04% | −1,662−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 55,578 | $10.5M | 0.04% | +1,911+3.6% | Added |
| Foyston, Gordon, & Payne Inc | 55,559 | $10.5M | 2.65% | −1,341−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 55,459 | $10.5M | 0.02% | +4,585+9.0% | Added |
| Natixis | 55,311 | $10.5M | 0.08% | −12,842−18.8% | Reduced |
| Annex Advisory Services, LLC | 55,183 | $10.5M | 0.44% | +1,840+3.4% | Added |
| Calamos Wealth Management LLC | 55,090 | $10.4M | 0.66% | −419−0.8% | Reduced |
| Ethic Inc. | 53,671 | $10.2M | 0.30% | −1,481−2.7% | Reduced |
| Pacer Advisors, Inc. | 51,087 | $9.68M | 0.03% | +19,835+63.5% | Added |
| Compagnie Lombard Odier SCmA | 50,836 | $9.63M | 0.18% | +17,503+52.5% | Added |
| MML Investors Services, LLC | 50,640 | $9.60M | 0.04% | +10,603+26.5% | Added |
| Sawgrass Asset Management LLC | 49,308 | $9.34M | 1.05% | −23,813−32.6% | Reduced |
| Bridgewater Associates, LP | 49,271 | $9.34M | 0.05% | +34,281+228.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,545 | $9.20M | 0.20% | −42,379−46.6% | Reduced |
| Gotham Asset Management, LLC | 48,539 | $9.20M | 0.17% | +42,201+665.8% | Added |
| Running Oak Capital LLC | 46,916 | $8.89M | 1.75% | +6,049+14.8% | Added |
| L1 Capital International Pty Ltd | 46,674 | $8.84M | 4.64% | +46,674 | New |
| Point72 Asset Management, L.P. | 46,139 | $8.74M | 0.03% | −152,568−76.8% | Reduced |
| Walleye Trading LLC | 45,835 | $8.68M | 0.13% | +9,684+26.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,766 | $8.67M | 0.03% | −13,665−23.0% | Reduced |
| Daiwa Securities Group Inc. | 45,346 | $8.59M | 0.05% | +3,041+7.2% | Added |
| Elo Mutual Pension Insurance Co | 43,126 | $8.17M | 0.22% | +1,720+4.2% | Added |
| Vontobel Holding Ltd. | 43,058 | $8.16M | 0.07% | −587−1.3% | Reduced |
| Vestcor Inc | 42,799 | $8.11M | 0.27% | −113−0.3% | Reduced |
| Longbow Finance SA | 42,693 | $8.09M | 0.82% | +42,693 | New |
| Capital Group Investment Management Pte. Ltd. | 42,236 | $8.00M | 0.84% | −59,606−58.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 41,417 | $7.94M | 1.09% | −2,939−6.6% | Reduced |
| Huntington National Bank | 40,887 | $7.75M | 0.07% | −442−1.1% | Reduced |
| Contravisory Investment Management, Inc. | 40,750 | $7.72M | 1.89% | +150+0.4% | Added |
| Blair William & Co | 40,746 | $7.72M | 0.03% | −2,464−5.7% | Reduced |
| Gulf International Bank (UK) Ltd | 40,668 | $7.71M | 0.22% | −4,685−10.3% | Reduced |
| Colony Group, LLC | 40,588 | $7.69M | 0.10% | +40,588 | New |
| Builder Investment Group Inc | 40,407 | $7.66M | 2.75% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 40,373 | $7.65M | 0.23% | −894−2.2% | Reduced |
| Jupiter Asset Management Ltd | 40,201 | $7.62M | 0.08% | −58,862−59.4% | Reduced |
| Kentucky Retirement Systems | 39,451 | $7.47M | 0.23% | +439+1.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $7.38M | 1.09% | 00.0% | Unchanged |
| JustInvest LLC | 38,690 | $7.33M | 0.19% | −3,552−8.4% | Reduced |
| Bell Asset Management Ltd | 38,671 | $7.33M | 1.12% | −5,032−11.5% | Reduced |
| Marks Group Wealth Management, Inc | 38,542 | $7.30M | 0.83% | −383−1.0% | Reduced |
| Maryland State Retirement & Pension System | 38,533 | $7.30M | 0.15% | +410+1.1% | Added |
| Oregon Public Employees Retirement Fund | 38,522 | $7.30M | 0.13% | +315+0.8% | Added |
| Phoenix Holdings Ltd. | 33,833 | $7.22M | 0.12% | −9,199−21.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 37,696 | $6.99M | 0.10% | +37,696 | New |
| Bennett Selby Investments LP | 36,593 | $6.93M | 3.55% | 00.0% | Unchanged |
| Interval Partners, LP | 35,900 | $6.80M | 0.30% | +35,900 | New |
| Auxier Asset Management | 35,813 | $6.79M | 1.10% | −317−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 35,789 | $6.78M | 0.14% | +3,425+10.6% | Added |
| Exencial Wealth Advisors, LLC | 35,693 | $6.76M | 0.28% | −328−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,670 | $6.76M | 0.03% | +2,233+6.7% | Added |
| Cresset Asset Management, LLC | 34,860 | $6.60M | 0.04% | +1,167+3.5% | Added |
| Stokes Capital Advisors, LLC | 34,762 | $6.59M | 2.08% | +2,390+7.4% | Added |
| Point72 Hong Kong Ltd | 34,360 | $6.51M | 0.40% | +34,360 | New |
| Jane Street Group, LLC | 34,210 | $6.48M | 0.01% | −69,379−67.0% | Reduced |
| FORA Capital, LLC | 34,153 | $6.47M | 0.56% | +34,153 | New |
| Ipswich Investment Management Co., Inc. | 33,428 | $6.33M | 1.60% | −35−0.1% | Reduced |
| Hartford Investment Management Co | 33,280 | $6.31M | 0.24% | −449−1.3% | Reduced |
| AustralianSuper Pty Ltd | 33,069 | $6.27M | 0.04% | −7,659−18.8% | Reduced |
| Executive Wealth Management, LLC | 32,973 | $6.25M | 0.59% | +5,379+19.5% | Added |
| Churchill Management Corp | 32,782 | $6.21M | 0.10% | −797−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 32,733 | $6.20M | 0.10% | −13,505−29.2% | Reduced |
| Siemens Fonds Invest GmbH | 32,344 | $6.13M | 0.50% | +4,094+14.5% | Added |
| NBT Bank N A | 32,161 | $6.09M | 0.48% | −110−0.3% | Reduced |
| First American Trust, FSB | 31,986 | $6.06M | 0.75% | +259+0.8% | Added |
| Stonegate Investment Group, LLC | 31,434 | $5.96M | 0.20% | −596−1.9% | Reduced |
| Lido Advisors, LLC | 31,318 | $5.93M | 0.06% | +8,008+34.4% | Added |
| Securian Asset Management, Inc | 31,178 | $5.91M | 0.17% | −4,268−12.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,714 | $5.82M | 0.08% | +1,739+6.0% | Added |
| Tower View Investment Management & Research LLC | 30,576 | $5.79M | 3.59% | −26−0.1% | Reduced |
| Alps Advisors Inc | 30,373 | $5.75M | 0.05% | +200+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 30,360 | $5.75M | 0.01% | −3,055−9.1% | Reduced |
| SYSTM Wealth Solutions LLC | 30,081 | $5.70M | 0.79% | −17,017−36.1% | Reduced |
| Snowden Capital Advisors LLC | 29,970 | $5.68M | 0.22% | −559−1.8% | Reduced |
| Louisiana State Employees Retirement System | 29,800 | $5.65M | 0.12% | −800−2.6% | Reduced |
| Bleakley Financial Group, LLC | 29,761 | $5.64M | 0.18% | +336+1.1% | Added |
| Sawtooth Solutions, LLC | 29,698 | $5.63M | 0.15% | +273+0.9% | Added |
| Cetera Advisor Networks LLC | 29,526 | $5.59M | 0.03% | −6,626−18.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 29,406 | $5.57M | 0.27% | +844+3.0% | Added |
| Triasima Portfolio Management inc. | 29,121 | $5.52M | 0.46% | +3,456+13.5% | Added |
| Federated Hermes, Inc. | 28,386 | $5.38M | 0.01% | +61+0.2% | Added |
| Synovus Financial Corp | 28,011 | $5.31M | 0.08% | −2,646−8.6% | Reduced |
| Zions Bancorporation, N.A. | 27,841 | $5.28M | 0.36% | +868+3.2% | Added |
| Legacy Advisors, LLC | 27,802 | $5.27M | 0.68% | −9,681−25.8% | Reduced |