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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 27,700 | $5.25M | 0.23% | −1,300−4.5% | Reduced |
| Kinneret Advisory, LLC | 27,502 | $5.21M | 0.58% | −175−0.6% | Reduced |
| American Trust | 27,177 | $5.15M | 0.38% | −820−2.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 27,050 | $5.13M | 0.52% | −31,334−53.7% | Reduced |
| Crestline Management, LP | 27,000 | $5.12M | 0.47% | −3,000−10.0% | Reduced |
| Ieq Capital, LLC | 26,597 | $5.04M | 0.08% | +1,630+6.5% | Added |
| Harrington Investments, INC | 26,577 | $5.04M | 3.12% | −70−0.3% | Reduced |
| BNC Wealth Management, LLC | 26,280 | $4.98M | 2.35% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 25,741 | $4.88M | 0.19% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 25,567 | $4.84M | 0.45% | −5,816−18.5% | Reduced |
| Bonness Enterprises Inc | 25,500 | $4.83M | 2.02% | 00.0% | Unchanged |
| Commerce Bank | 25,461 | $4.82M | 0.03% | +169+0.7% | Added |
| FineMark National Bank & Trust | 25,437 | $4.82M | 0.20% | +8,920+54.0% | Added |
| Keybank National Association | 25,051 | $4.75M | 0.02% | −24−0.1% | Reduced |
| Oak Ridge Investments LLC | 24,595 | $4.66M | 0.54% | +642+2.7% | Added |
| Occudo Quantitative Strategies LP | 24,497 | $4.64M | 0.63% | +19,726+413.5% | Added |
| Shelton Capital Management | 24,317 | $4.61M | 0.15% | +10,168+71.9% | Added |
| Two Sigma Investments, LP | 23,829 | $4.51M | 0.01% | −88,961−78.9% | Reduced |
| Parcion Private Wealth LLC | 23,700 | $4.49M | 0.41% | +383+1.6% | Added |
| Metis Global Partners, LLC | 23,443 | $4.44M | 0.18% | −2,172−8.5% | Reduced |
| Investment Management Corp of Ontario | 23,287 | $4.41M | 0.11% | +23,287 | New |
| Capital Planning Advisors, LLC | 23,180 | $4.39M | 0.83% | −341−1.4% | Reduced |
| Essex LLC | 23,160 | $4.39M | 1.09% | +500+2.2% | Added |
| GWM Advisors LLC | 22,398 | $4.37M | 0.04% | +5,064+29.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,666 | $4.29M | 0.38% | +186+0.8% | Added |
| Capital International Sarl | 22,621 | $4.29M | 0.16% | −442−1.9% | Reduced |
| CX Institutional | 22,600 | $4.28M | 0.23% | +2,839+14.4% | Added |
| Kestra Advisory Services, LLC | 22,331 | $4.23M | 0.03% | +1,558+7.5% | Added |
| Magnetar Financial LLC | 22,246 | $4.21M | 0.11% | +13,417+152.0% | Added |
| Lafayette Investments, Inc. | 22,123 | $4.19M | 1.04% | −75−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 22,120 | $4.19M | 0.76% | −320−1.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 21,904 | $4.15M | 1.11% | +1,633+8.1% | Added |
| CWM, LLC | 21,445 | $4.06M | 0.02% | −258−1.2% | Reduced |
| Northcape Capital Pty Ltd | 21,321 | $4.04M | 0.48% | −3,160−12.9% | Reduced |
| Red Cedar Investment Management, LLC | 21,258 | $4.03M | 0.58% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 21,159 | $4.01M | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 21,113 | $4.00M | 0.12% | +7,869+59.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 21,063 | $3.99M | 0.36% | +45+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,454 | $3.88M | 0.17% | +430+2.1% | Added |
| Alerus Financial NA | 20,130 | $3.81M | 0.31% | −2,396−10.6% | Reduced |
| Metropolitan Life Insurance Co | 20,070 | $3.80M | 0.18% | −367−1.8% | Reduced |
| RBF Capital, LLC | 20,000 | $3.79M | 0.24% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 19,900 | $3.77M | 0.04% | +19,900 | New |
| Delap Wealth Advisory, LLC | 19,462 | $3.69M | 1.67% | +9,780+101.0% | Added |
| Becker Capital Management Inc | 19,385 | $3.67M | 0.13% | −540−2.7% | Reduced |
| E. Ohman J:or Asset Management AB | 19,124 | $3.62M | 0.13% | −3,700−16.2% | Reduced |
| Argent Trust Co | 18,850 | $3.57M | 0.18% | +794+4.4% | Added |
| Mechanics Bank Trust Department | 18,589 | $3.52M | 0.55% | +408+2.2% | Added |
| FDx Advisors, Inc. | 18,555 | $3.52M | 0.27% | −6,934−27.2% | Reduced |
| Two Sigma Advisers, LP | 18,300 | $3.47M | 0.01% | −58,200−76.1% | Reduced |
| LGT Group Foundation | 18,363 | $3.47M | 0.08% | 00.0% | Unchanged |
| Weiss Asset Management LP | 18,288 | $3.47M | 0.25% | +18,288 | New |
| Hartline Investment Corp | 18,128 | $3.43M | 0.56% | +136+0.8% | Added |
| Souders Financial Advisors | 18,121 | $3.43M | 0.59% | +44+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,103 | $3.43M | 1.59% | +1,673+10.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,833 | $3.38M | 0.07% | +3,834+27.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,566 | $3.33M | 0.23% | +148+0.8% | Added |
| Welch & Forbes LLC | 17,444 | $3.31M | 0.05% | −825−4.5% | Reduced |
| Hantz Financial Services, Inc. | 17,421 | $3.30M | 0.07% | −336−1.9% | Reduced |
| Empirical Finance, LLC | 17,365 | $3.29M | 0.23% | +60+0.3% | Added |
| Bokf, NA | 17,333 | $3.28M | 0.06% | +185+1.1% | Added |
| Norinchukin Bank, The | 17,188 | $3.26M | 0.08% | −1,521−8.1% | Reduced |
| SG Americas Securities, LLC | 17,182 | $3.25M | 0.04% | −13,587−44.2% | Reduced |
| Toroso Investments, LLC | 16,864 | $3.20M | 0.08% | +9,680+134.7% | Added |
| Vinva Investment Management Ltd | 16,922 | $3.19M | 0.22% | +2,526+17.5% | Added |
| Cubist Systematic Strategies, LLC | 16,766 | $3.18M | 0.04% | −55,547−76.8% | Reduced |
| Diversified Trust Co | 16,723 | $3.17M | 0.11% | −211−1.2% | Reduced |
| Ascent Group, LLC | 16,082 | $3.16M | 0.30% | +933+6.2% | Added |
| NewEdge Wealth, LLC | 16,553 | $3.14M | 0.08% | −914−5.2% | Reduced |
| Morton Community Bank | 16,547 | $3.14M | 1.02% | +16,547 | New |
| Aigen Investment Management, LP | 16,503 | $3.13M | 0.56% | +10,139+159.3% | Added |
| Cetera Investment Advisers | 16,483 | $3.12M | 0.03% | +2,875+21.1% | Added |
| Putnam Investments LLC | 16,329 | $3.09M | 0.00% | −402−2.4% | Reduced |
| Northwest Investment Counselors, LLC | 16,019 | $3.04M | 0.81% | −1,086−6.3% | Reduced |
| Ronald Blue Trust, Inc. | 15,786 | $3.00M | 0.05% | +587+3.9% | Added |
| Strategic Investment Advisors | 15,783 | $2.99M | 0.43% | +226+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,607 | $2.96M | 0.08% | +17+0.1% | Added |
| Agf Management Ltd | 15,585 | $2.95M | 0.02% | +15,585 | New |
| Regions Financial Corp | 15,581 | $2.95M | 0.02% | −266−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 15,313 | $2.90M | 0.03% | −253−1.6% | Reduced |
| Occidental Asset Management, LLC | 15,311 | $2.90M | 0.60% | −212−1.4% | Reduced |
| Accurate Wealth Management, LLC | 15,011 | $2.89M | 0.90% | −377−2.4% | Reduced |
| Quantinno Capital Management LP | 15,225 | $2.88M | 0.10% | +3,196+26.6% | Added |
| Financial Engines Advisors L.L.C. | 15,157 | $2.87M | 0.01% | +11,542+319.3% | Added |
| United Capital Financial Advisers, LLC | 15,143 | $2.87M | 0.02% | +10,427+221.1% | Added |
| River Wealth Advisors LLC | 15,137 | $2.87M | 0.46% | −543−3.5% | Reduced |
| Lindenwold Advisors | 15,060 | $2.85M | 1.62% | −32−0.2% | Reduced |
| United Services Automobile Association | 14,941 | $2.83M | 0.06% | +1,139+8.3% | Added |
| Kames Capital plc | 14,913 | $2.83M | 0.04% | +14,913 | New |
| Pitcairn Co | 14,864 | $2.82M | 0.21% | −654−4.2% | Reduced |
| Kinsale Capital Group, Inc. | 14,861 | $2.82M | 1.40% | +3,909+35.7% | Added |
| South Dakota Investment Council | 14,668 | $2.78M | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 14,644 | $2.77M | 0.22% | −7,165−32.9% | Reduced |
| Private Advisor Group, LLC | 14,565 | $2.76M | 0.02% | +2,363+19.4% | Added |
| Sumitomo Life Insurance Co | 14,353 | $2.72M | 0.08% | −551−3.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,242 | $2.70M | 2.20% | −800−5.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.67M | 0.37% | −4,900−25.8% | Reduced |
| Credit Agricole S A | 14,087 | $2.67M | 0.06% | +9,306+194.6% | Added |
| King Luther Capital Management Corp | 13,984 | $2.65M | 0.01% | +7,840+127.6% | Added |
| Transcend Wealth Collective, LLC | 13,983 | $2.65M | 0.24% | +3,223+30.0% | Added |