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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 13,742 | $2.60M | 0.08% | +43+0.3% | Added |
| Freestone Capital Holdings, LLC | 13,677 | $2.59M | 0.12% | −1,154−7.8% | Reduced |
| Bouvel Investment Partners, LLC | 13,544 | $2.57M | 1.20% | +391+3.0% | Added |
| Teza Capital Management LLC | 13,460 | $2.55M | 0.43% | −9,189−40.6% | Reduced |
| Miracle Mile Advisors, LLC | 13,415 | $2.54M | 0.07% | −18−0.1% | Reduced |
| Icon Wealth Advisors, LLC | 13,278 | $2.52M | 0.26% | +13,278 | New |
| Park Avenue Securities LLC | 12,974 | $2.46M | 0.03% | +2,385+22.5% | Added |
| HBK Sorce Advisory LLC | 12,866 | $2.44M | 0.09% | −1,644−11.3% | Reduced |
| Pensionmark Financial Group, LLC | 12,821 | $2.43M | 0.32% | +12,821 | New |
| Private Trust Co NA | 12,774 | $2.42M | 0.28% | +18+0.1% | Added |
| Bessemer Group Inc | 12,657 | $2.40M | 0.00% | −1,240−8.9% | Reduced |
| HighPoint Advisor Group LLC | 11,730 | $2.38M | 0.17% | +11,730 | New |
| L & S Advisors Inc | 12,422 | $2.35M | 0.29% | +4,129+49.8% | Added |
| TCW Group Inc | 12,235 | $2.31M | 0.03% | +12,235 | New |
| Brown, Lisle/Cummings, Inc. | 12,135 | $2.30M | 0.85% | +10.0% | Added |
| Heritage Trust Co | 12,122 | $2.30M | 0.32% | +427+3.7% | Added |
| FJ Investments, LLC | 12,104 | $2.29M | 0.11% | +12,104 | New |
| Vestmark Advisory Solutions, Inc. | 12,054 | $2.28M | 0.12% | −559−4.4% | Reduced |
| Pegasus Partners Ltd. | 12,032 | $2.28M | 0.27% | −776−6.1% | Reduced |
| Everence Capital Management Inc | 12,000 | $2.27M | 0.16% | −2,120−15.0% | Reduced |
| Union Heritage Capital, LLC | 12,000 | $2.27M | 1.18% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,978 | $2.27M | 0.01% | −7,278−37.8% | Reduced |
| Avantax Advisory Services, Inc. | 11,912 | $2.26M | 0.02% | +2,148+22.0% | Added |
| Moreno Evelyn V | 11,745 | $2.23M | 1.05% | +11,745 | New |
| Verition Fund Management LLC | 11,726 | $2.22M | 0.02% | −217−1.8% | Reduced |
| Vident Advisory, LLC | 11,716 | $2.22M | 0.06% | −68−0.6% | Reduced |
| Advisory Services Network, LLC | 11,680 | $2.21M | 0.05% | +1,622+16.1% | Added |
| iA Global Asset Management Inc. | 11,569 | $2.19M | 0.05% | −1,386−10.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 11,524 | $2.18M | 0.41% | −590−4.9% | Reduced |
| Icon Advisers Inc | 11,500 | $2.18M | 0.50% | 00.0% | Unchanged |
| MAI Capital Management | 11,397 | $2.16M | 0.03% | +1,501+15.2% | Added |
| Howland Capital Management LLC | 11,393 | $2.16M | 0.11% | −37−0.3% | Reduced |
| Tiaa Trust, National Association | 11,338 | $2.15M | 0.01% | −1,330−10.5% | Reduced |
| Girard Partners Ltd. | 10,952 | $2.08M | 0.21% | −1,036−8.6% | Reduced |
| Horizon Investments, LLC | 10,956 | $2.07M | 0.06% | +4,683+74.7% | Added |
| Quantbot Technologies LP | 10,830 | $2.05M | 0.12% | −43,629−80.1% | Reduced |
| V-Square Quantitative Management LLC | 10,817 | $2.05M | 0.49% | +6,505+150.9% | Added |
| Capital Asset Advisory Services LLC | 10,765 | $2.04M | 0.13% | +304+2.9% | Added |
| Tokio Marine Asset Management Co Ltd | 10,716 | $2.03M | 0.11% | +602+6.0% | Added |
| Wetherby Asset Management Inc | 10,713 | $2.03M | 0.11% | −147−1.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $1.99M | 1.09% | −1,500−12.5% | Reduced |
| Empowered Funds, LLC | 10,489 | $1.99M | 0.05% | +5,316+102.8% | Added |
| Balentine LLC | 10,436 | $1.98M | 0.06% | +953+10.0% | Added |
| Vectors Research Management, LLC | 10,373 | $1.97M | 0.55% | +115+1.1% | Added |
| Groupama Asset Managment | 10,336 | $1.96M | 0.05% | +10,336 | New |
| Venture Visionary Partners LLC | 10,289 | $1.95M | 0.10% | −889−8.0% | Reduced |
| Quantitative Investment Management, LLC | 10,264 | $1.94M | 0.11% | +10,264 | New |
| Alberta Investment Management Corp | 10,200 | $1.93M | 0.02% | −204,692−95.3% | Reduced |
| Raymond James Trust N.A. | 10,129 | $1.92M | 0.05% | −255−2.5% | Reduced |
| Front Row Advisors LLC | 10,080 | $1.91M | 0.88% | −412−3.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,055 | $1.91M | 0.33% | +5,000+98.9% | Added |
| Hills Bank & Trust Co | 10,046 | $1.90M | 0.19% | −75−0.7% | Reduced |
| Enterprise Bank & Trust Co | 10,011 | $1.90M | 0.68% | +2,026+25.4% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.89M | 0.08% | 00.0% | Unchanged |
| Nomura Holdings Inc | 9,962 | $1.89M | 0.02% | +9,962 | New |
| Beverly Hills Private Wealth, LLC | 9,877 | $1.87M | 0.49% | −200−2.0% | Reduced |
| Larson Financial Group LLC | 9,828 | $1.86M | 0.16% | +9,571+3,724.1% | Added |
| Savant Capital, LLC | 9,799 | $1.86M | 0.02% | +869+9.7% | Added |
| Dumont & Blake Investment Advisors LLC | 9,787 | $1.85M | 0.57% | −630−6.0% | Reduced |
| Greenleaf Trust | 9,772 | $1.85M | 0.02% | +256+2.7% | Added |
| Geneva Partners, LLC | 9,726 | $1.84M | 1.02% | +9,726 | New |
| Chatham Capital Group, Inc. | 9,710 | $1.84M | 0.37% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,706 | $1.84M | 0.11% | −2,023−17.2% | Reduced |
| Pensionfund Sabic | 9,700 | $1.84M | 0.58% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,678 | $1.83M | 0.01% | −856−8.1% | Reduced |
| Tealwood Asset Management Inc | 9,676 | $1.83M | 0.88% | −180−1.8% | Reduced |
| Mission Wealth Management, LP | 9,671 | $1.83M | 0.06% | +339+3.6% | Added |
| Sweet Financial Partners, LLC | 9,647 | $1.83M | 0.43% | +1,113+13.0% | Added |
| Courier Capital LLC | 9,618 | $1.82M | 0.14% | +129+1.4% | Added |
| Belpointe Asset Management LLC | 9,562 | $1.81M | 0.16% | +80+0.8% | Added |
| Kestra Private Wealth Services, LLC | 9,537 | $1.81M | 0.05% | +1,793+23.2% | Added |
| Veriti Management LLC | 9,522 | $1.80M | 0.16% | −128−1.3% | Reduced |
| Grimes & Company, Inc. | 9,477 | $1.80M | 0.06% | +42+0.4% | Added |
| Brighton Jones LLC | 9,400 | $1.78M | 0.08% | −235−2.4% | Reduced |
| GTS Securities LLC | 9,292 | $1.76M | 0.04% | −1,744−15.8% | Reduced |
| Moneta Group Investment Advisors LLC | 9,242 | $1.75M | 0.03% | −253−2.7% | Reduced |
| Signaturefd, LLC | 9,217 | $1.75M | 0.04% | +131+1.4% | Added |
| First National Trust Co | 9,119 | $1.73M | 0.08% | −1,249−12.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,074 | $1.72M | 0.07% | −35−0.4% | Reduced |
| Fiduciary Trust Co | 9,072 | $1.72M | 0.03% | +320+3.7% | Added |
| Quadrant Capital Group LLC | 9,014 | $1.71M | 0.15% | +326+3.8% | Added |
| Summit Global Investments | 9,003 | $1.71M | 0.11% | +5,878+188.1% | Added |
| Vise Technologies, Inc. | 8,960 | $1.70M | 0.37% | +4,266+90.9% | Added |
| Cary Street Partners Asset Management LLC | 8,933 | $1.69M | 0.29% | −25−0.3% | Reduced |
| Wealth Alliance | 8,922 | $1.69M | 0.24% | −13−0.1% | Reduced |
| DRW Securities, LLC | 8,900 | $1.69M | 0.05% | +8,900 | New |
| Evercore Wealth Management, LLC | 8,890 | $1.68M | 0.03% | +1,223+16.0% | Added |
| RMR Wealth Builders | 8,854 | $1.68M | 0.24% | +6+0.1% | Added |
| Entropy Technologies, LP | 8,845 | $1.68M | 0.31% | +8,845 | New |
| Wealthcare Advisory Partners LLC | 8,745 | $1.66M | 0.07% | −218−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 8,647 | $1.64M | 0.03% | +297+3.6% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.62M | 0.13% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8,411 | $1.59M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,411 | $1.59M | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,378 | $1.59M | 0.26% | −20−0.2% | Reduced |
| Banque Cantonale Vaudoise | 8,359 | $1.58M | 0.07% | +845+11.2% | Added |
| Banco Santander, S.A. | 8,362 | $1.58M | 0.02% | +220+2.7% | Added |
| AE Wealth Management LLC | 8,180 | $1.58M | 0.01% | −6,185−43.1% | Reduced |
| Ritholtz Wealth Management | 8,314 | $1.58M | 0.06% | −2,949−26.2% | Reduced |
| DoubleLine ETF Adviser LP | 8,246 | $1.56M | 0.45% | +639+8.4% | Added |