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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 8,215 | $1.56M | 0.04% | +849+11.5% | Added |
| HB Wealth Management, LLC | 8,081 | $1.53M | 0.02% | +198+2.5% | Added |
| Missouri Trust & Investment Co | 8,048 | $1.52M | 0.62% | +211+2.7% | Added |
| Suncoast Equity Management | 8,045 | $1.52M | 0.20% | +8,045 | New |
| LS Investment Advisors, LLC | 8,005 | $1.52M | 0.26% | −253−3.1% | Reduced |
| Desjardins Global Asset Management Inc. | 8,001 | $1.52M | 0.16% | +171+2.2% | Added |
| Relyea Zuckerberg Hanson LLC | 7,994 | $1.51M | 0.30% | +19+0.2% | Added |
| Stevens Capital Management LP | 7,960 | $1.51M | 0.38% | +7,960 | New |
| USA Financial Portformulas Corp | 7,929 | $1.50M | 0.26% | +7,906+34,373.9% | Added |
| Adviser Investments LLC | 7,861 | $1.49M | 0.02% | +4,760+153.5% | Added |
| PFG Advisors | 7,848 | $1.49M | 0.12% | +38+0.5% | Added |
| Ballentine Partners, LLC | 7,788 | $1.48M | 0.03% | +607+8.5% | Added |
| Syon Capital LLC | 7,764 | $1.47M | 0.15% | +1,015+15.0% | Added |
| ExodusPoint Capital Management, LP | 7,742 | $1.47M | 0.02% | −4,794−38.2% | Reduced |
| TCTC Holdings, LLC | 7,738 | $1.47M | 0.05% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,700 | $1.46M | 0.53% | −20−0.3% | Reduced |
| Chesley Taft & Associates LLC | 7,660 | $1.45M | 0.08% | −480−5.9% | Reduced |
| Centiva Capital, LP | 7,521 | $1.43M | 0.09% | −5,549−42.5% | Reduced |
| TD Private Client Wealth LLC | 7,515 | $1.42M | 0.05% | −134−1.8% | Reduced |
| Wimmer Associates 1, LLC | 7,460 | $1.41M | 0.80% | −231−3.0% | Reduced |
| Clearstead Advisors, LLC | 7,455 | $1.41M | 0.07% | +50+0.7% | Added |
| Summit Financial, LLC | 7,365 | $1.40M | 0.09% | +61+0.8% | Added |
| First Manhattan Co | 7,335 | $1.40M | 0.00% | +3,547+93.6% | Added |
| LMCG Investments, LLC | 7,308 | $1.38M | 0.09% | −375−4.9% | Reduced |
| Versor Investments LP | 7,303 | $1.38M | 0.28% | +3,000+69.7% | Added |
| Thompson Siegel & Walmsley LLC | 7,294 | $1.38M | 0.02% | −10−0.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,287 | $1.38M | 0.05% | +7,287 | New |
| Merit Financial Group, LLC | 7,131 | $1.35M | 0.04% | −1,958−21.5% | Reduced |
| AXS Investments LLC | 7,025 | $1.33M | 0.32% | +636+10.0% | Added |
| DFPG Investments, LLC | 6,949 | $1.33M | 0.10% | −41−0.6% | Reduced |
| NEOS Investment Management LLC | 6,982 | $1.32M | 0.13% | +1,771+34.0% | Added |
| RCS Financial Planning, LLC | 6,904 | $1.31M | 0.86% | −251−3.5% | Reduced |
| Wedmont Private Capital | 6,757 | $1.29M | 0.11% | +239+3.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,813 | $1.29M | 0.05% | +6,813 | New |
| Wintrust Investments LLC | 6,738 | $1.28M | 0.12% | −116−1.7% | Reduced |
| Paragon Advisors, LLC | 6,724 | $1.27M | 0.54% | +6,724 | New |
| Pinnacle Associates Ltd | 6,698 | $1.27M | 0.02% | +161+2.5% | Added |
| Smithfield Trust Co | 6,672 | $1.26M | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,634 | $1.26M | 0.05% | +982+17.4% | Added |
| Arden Trust Co | 6,629 | $1.26M | 0.18% | −180−2.6% | Reduced |
| Optiver Holding B.V. | 6,516 | $1.23M | 0.04% | +6,516 | New |
| Gries Financial LLC | 6,492 | $1.23M | 0.27% | +14+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 6,475 | $1.23M | 0.13% | −24−0.4% | Reduced |
| Congress Wealth Management LLC | 6,446 | $1.22M | 0.02% | +6,446 | New |
| Checchi Capital Advisers, LLC | 6,415 | $1.22M | 0.10% | −10−0.2% | Reduced |
| Citizens Financial Group Inc | 6,382 | $1.21M | 0.04% | +42+0.7% | Added |
| Atria Wealth Solutions, Inc. | 6,311 | $1.20M | 0.02% | +239+3.9% | Added |
| Schonfeld Strategic Advisors LLC | 6,294 | $1.19M | 0.01% | −33,847−84.3% | Reduced |
| Exchange Bank | 6,268 | $1.19M | 1.03% | +21+0.3% | Added |
| Engineers Gate Manager LP | 6,232 | $1.18M | 0.03% | −47,953−88.5% | Reduced |
| Citizens & Northern Corp | 6,225 | $1.18M | 0.42% | −242−3.7% | Reduced |
| Canandaigua National Bank & Trust Co | 6,214 | $1.18M | 0.18% | −47−0.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,212 | $1.18M | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,142 | $1.16M | 0.23% | +1,062+20.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,111 | $1.16M | 0.18% | −65−1.1% | Reduced |
| DF Dent & Co Inc | 6,093 | $1.15M | 0.02% | −6−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 6,085 | $1.15M | 0.02% | −298−4.7% | Reduced |
| United Bank | 6,075 | $1.15M | 0.63% | −23−0.4% | Reduced |
| Concord Asset Management, LLC | 6,036 | $1.14M | 0.34% | +1,061+21.3% | Added |
| Boyd Watterson Asset Management LLC | 6,017 | $1.14M | 0.45% | +33+0.6% | Added |
| US Asset Management LLC | 6,017 | $1.14M | 1.13% | +6,017 | New |
| Olstein Capital Management, L.P. | 6,000 | $1.14M | 0.19% | −10,000−62.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,986 | $1.13M | 0.00% | −16,796−73.7% | Reduced |
| Portfolio Design Labs, LLC | 5,935 | $1.12M | 0.43% | +5,935 | New |
| Aries Wealth Management | 5,895 | $1.12M | 0.40% | +109+1.9% | Added |
| Shell Asset Management Co | 5,856 | $1.11M | 0.05% | −142−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,836 | $1.11M | 0.04% | −221−3.6% | Reduced |
| Norway Savings Bank | 5,816 | $1.10M | 0.49% | −6−0.1% | Reduced |
| Parallel Advisors, LLC | 5,801 | $1.10M | 0.03% | −78−1.3% | Reduced |
| D.A. Davidson & Co. | 5,788 | $1.10M | 0.01% | −1,583−21.5% | Reduced |
| Cetera Advisors LLC | 5,787 | $1.10M | 0.02% | −28−0.5% | Reduced |
| NorthRock Partners, LLC | 5,784 | $1.10M | 0.05% | +2,962+105.0% | Added |
| Lester Murray Antman dba SimplyRich | 5,716 | $1.08M | 0.37% | +10.0% | Added |
| Ironwood Investment Counsel, LLC | 5,700 | $1.08M | 0.20% | 00.0% | Unchanged |
| Trust Asset Management LLC | 5,677 | $1.08M | 0.10% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,657 | $1.07M | 0.30% | −14−0.2% | Reduced |
| Prosperity Financial Group, Inc. | 5,641 | $1.07M | 0.74% | −240−4.1% | Reduced |
| Boltwood Capital Management | 5,544 | $1.05M | 0.35% | −38−0.7% | Reduced |
| Knollwood Investment Advisory, LLC | 5,541 | $1.05M | 0.22% | +5,541 | New |
| Center For Asset Management LLC | 5,422 | $1.03M | 0.94% | −190−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 5,416 | $1.03M | 0.23% | +1,262+30.4% | Added |
| Highview Capital Management LLC | 5,414 | $1.03M | 0.55% | +5,414 | New |
| Meeder Advisory Services, Inc. | 5,400 | $1.02M | 0.12% | −24−0.4% | Reduced |
| Cigna Investments Inc | 5,378 | $1.02M | 0.21% | +66+1.2% | Added |
| Perigon Wealth Management, LLC | 5,310 | $1.01M | 0.03% | +276+5.5% | Added |
| Balyasny Asset Management LLC | 5,257 | $996.0K | 0.00% | −349,818−98.5% | Reduced |
| Donaldson Capital Management, LLC | 5,221 | $989.1K | 0.04% | −456−8.0% | Reduced |
| Regents of the University of California | 5,200 | $985.2K | 0.12% | 00.0% | Unchanged |
| Trust Point Inc. | 5,196 | $984.5K | 0.08% | +5,196 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $983.5K | 0.61% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 5,170 | $979.6K | 0.31% | −45−0.9% | Reduced |
| Eqis Capital Management, Inc. | 5,155 | $976.8K | 0.08% | −271−5.0% | Reduced |
| Brevan Howard Capital Management LP | 5,119 | $969.9K | 0.10% | +3,379+194.2% | Added |
| SageView Advisory Group, LLC | 5,025 | $969.9K | 0.04% | +3,778+303.0% | Added |
| Essex Investment Management Co LLC | 5,111 | $968.4K | 0.19% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,099 | $966.1K | 0.07% | −309−5.7% | Reduced |
| Lake Street Advisors Group, LLC | 5,038 | $954.6K | 0.05% | +5,038 | New |
| Neo Ivy Capital Management | 5,015 | $950.0K | 2.12% | +5,015 | New |
| Jefferies Financial Group Inc. | 5,000 | $947.4K | 0.01% | −6,000−54.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,961 | $940.0K | 0.04% | −20.0% | Reduced |