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 |
|---|---|---|---|---|---|
| Nilsine Partners, LLC | 4,957 | $939.2K | 0.14% | −1,423−22.3% | Reduced |
| Global Retirement Partners, LLC | 4,799 | $938.9K | 0.04% | +106+2.3% | Added |
| Boston Financial Mangement LLC | 4,924 | $933.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 4,915 | $931.2K | 0.02% | −122−2.4% | Reduced |
| Caitlin John, LLC | 4,901 | $928.6K | 0.76% | +4,901 | New |
| Douglas Lane & Associates, LLC | 4,897 | $927.8K | 0.01% | −448−8.4% | Reduced |
| CAPROCK Group, Inc. | 4,887 | $926.0K | 0.06% | −555−10.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,870 | $922.9K | 0.16% | +665+15.8% | Added |
| Fiducient Advisors LLC | 4,861 | $921.0K | 0.17% | +883+22.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,829 | $915.0K | 0.07% | +44+0.9% | Added |
| Spire Wealth Management | 4,570 | $909.9K | 0.03% | +914+25.0% | Added |
| Manchester Capital Management LLC | 4,797 | $908.9K | 0.12% | +68+1.4% | Added |
| Criterion Capital Advisors, LLC | 4,780 | $905.8K | 0.66% | +4,780 | New |
| Texas Capital Bank Wealth Management Services Inc | 4,773 | $904.3K | 0.11% | +185+4.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,771 | $904.0K | 0.11% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 4,730 | $896.2K | 0.37% | −240−4.8% | Reduced |
| We Are One Seven, LLC | 4,707 | $891.8K | 0.05% | +163+3.6% | Added |
| Beck Bode, LLC | 4,702 | $890.9K | 0.20% | −1,131−19.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,689 | $888.4K | 0.22% | −759−13.9% | Reduced |
| Integrated Advisors Network LLC | 4,640 | $879.1K | 0.05% | −44−0.9% | Reduced |
| Capital Investment Advisors, LLC | 4,614 | $874.1K | 0.02% | −29−0.6% | Reduced |
| Allred Capital Management, LLC | 4,596 | $870.7K | 0.38% | −255−5.3% | Reduced |
| Principal Securities, Inc. | 4,578 | $867.3K | 0.03% | +4,578 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,549 | $862.0K | 0.03% | +3,013+196.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,441 | $860.8K | 0.01% | −1,500−25.2% | Reduced |
| JGP Wealth Management, LLC | 4,478 | $848.4K | 0.13% | −77−1.7% | Reduced |
| Clarius Group, LLC | 4,460 | $845.0K | 0.07% | −308−6.5% | Reduced |
| Penserra Capital Management LLC | 4,472 | $845.0K | 0.02% | −873−16.3% | Reduced |
| Moloney Securities Asset Management, LLC | 4,442 | $841.6K | 0.13% | +255+6.1% | Added |
| Quadrant Private Wealth Management, LLC | 4,435 | $840.3K | 0.23% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,433 | $839.9K | 0.02% | −238−5.1% | Reduced |
| West Family Investments, Inc. | 4,420 | $837.5K | 0.28% | +41+0.9% | Added |
| Charter Trust Co | 4,399 | $833.5K | 0.06% | −175−3.8% | Reduced |
| Stephens Inc | 4,388 | $831.4K | 0.01% | +290+7.1% | Added |
| SFMG, LLC | 4,312 | $817.0K | 0.08% | −673−13.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,302 | $815.1K | 0.05% | +1,543+55.9% | Added |
| Advance Capital Management, Inc. | 4,298 | $814.3K | 0.06% | +2,514+140.9% | Added |
| Clark Capital Management Group, Inc. | 4,293 | $813.4K | 0.01% | +3,073+251.9% | Added |
| Fulton Bank, N.A. | 4,274 | $809.8K | 0.04% | −143−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,212 | $798.0K | 0.07% | +114+2.8% | Added |
| Symmetry Partners, LLC | 4,218 | $796.0K | 0.04% | −381−8.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,170 | $790.1K | 0.01% | +187+4.7% | Added |
| Atlas Private Wealth Management | 4,148 | $785.9K | 0.37% | +277+7.2% | Added |
| Schechter Investment Advisors, LLC | 4,106 | $778.0K | 0.07% | −330−7.4% | Reduced |
| Quadcap Wealth Management, LLC | 4,105 | $777.8K | 0.20% | +4,105 | New |
| Lincoln National Corp | 4,068 | $770.8K | 0.01% | +1,385+51.6% | Added |
| Western Wealth Management, LLC | 4,042 | $765.8K | 0.06% | +9+0.2% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $763.2K | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,026 | $762.8K | 0.06% | +101+2.6% | Added |
| GM Advisory Group, Inc. | 4,011 | $760.0K | 0.06% | +12+0.3% | Added |
| SRN Advisors, LLC | 4,001 | $758.1K | 0.68% | −633−13.7% | Reduced |
| Marshall Financial Group LLC | 3,993 | $756.6K | 0.24% | +3,993 | New |
| Legacy Capital Wealth Partners, LLC | 3,992 | $756.3K | 0.21% | −524−11.6% | Reduced |
| Dakota Wealth Management | 3,988 | $755.7K | 0.03% | +504+14.5% | Added |
| Gateway Investment Advisers LLC | 3,977 | $753.5K | 0.01% | −91−2.2% | Reduced |
| Alyeska Investment Group, L.P. | 3,945 | $747.5K | 0.01% | −66,285−94.4% | Reduced |
| UniSuper Management Pty Ltd | 3,940 | $746.5K | 0.01% | +340+9.4% | Added |
| Red Door Wealth Management, LLC | 3,939 | $746.3K | 0.16% | +3,939 | New |
| Kathmere Capital Management, LLC | 3,918 | $742.3K | 0.10% | +448+12.9% | Added |
| TrinityPoint Wealth, LLC | 3,910 | $740.8K | 0.13% | −3,542−47.5% | Reduced |
| Waypoint Capital Advisors, LLC | 3,897 | $738.4K | 0.21% | −11−0.3% | Reduced |
| Nicolet Bankshares Inc | 3,894 | $737.8K | 0.20% | +376+10.7% | Added |
| Matthew Goff Investment Advisor, LLC | 3,891 | $737.2K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,863 | $731.8K | 0.03% | +3,863 | New |
| Financial Counselors Inc | 3,840 | $727.6K | 0.01% | −193−4.8% | Reduced |
| Northwest Bank & Trust Co | 3,832 | $726.0K | 0.65% | +3,832 | New |
| Wade G W & Inc | 3,825 | $725.0K | 0.02% | −1,225−24.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,814 | $722.6K | 0.01% | −129−3.3% | Reduced |
| VeraBank, N.A. | 3,796 | $719.2K | 0.24% | +6+0.2% | Added |
| Louisbourg Investments Inc. | 4,924 | $718.2K | 0.22% | +4,924 | New |
| Ellevest, Inc. | 3,789 | $717.9K | 0.05% | +31+0.8% | Added |
| AMG National Trust Bank | 3,776 | $715.4K | 0.02% | +572+17.9% | Added |
| Westpac Banking Corp | 3,768 | $713.9K | 0.06% | −4,734−55.7% | Reduced |
| McAdam, LLC | 3,744 | $709.4K | 0.05% | +113+3.1% | Added |
| Conning Inc. | 3,728 | $706.3K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,724 | $705.6K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,707 | $702.4K | 0.01% | +3,707 | New |
| Csenge Advisory Group | 3,677 | $696.7K | 0.04% | +868+30.9% | Added |
| Hutchinson Capital Management | 3,670 | $695.4K | 0.15% | −48−1.3% | Reduced |
| Shira Ridge Wealth Management | 3,669 | $695.2K | 0.42% | +79+2.2% | Added |
| Ausdal Financial Partners, Inc. | 3,668 | $695.0K | 0.09% | +21+0.6% | Added |
| Chesapeake Asset Management LLC | 3,668 | $695.0K | 0.62% | +205+5.9% | Added |
| Amplius Wealth Advisors, LLC | 3,646 | $690.8K | 0.08% | −515−12.4% | Reduced |
| Vista Investment Partners LLC | 3,600 | $682.1K | 0.25% | +3,600 | New |
| Cullen/Frost Bankers, Inc. | 3,594 | $681.0K | 0.01% | +58+1.6% | Added |
| Elmwood Wealth Management, Inc. | 3,572 | $676.8K | 0.47% | −2,946−45.2% | Reduced |
| Caldwell Trust Co | 3,502 | $663.5K | 0.08% | −12−0.3% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $663.1K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $663.1K | 0.26% | 00.0% | Unchanged |
| Quest Partners LLC | 3,472 | $657.8K | 0.14% | +3,472 | New |
| CWA Asset Management Group, LLC | 3,415 | $647.0K | 0.04% | +763+28.8% | Added |
| Graypoint LLC | 3,403 | $644.8K | 0.05% | −201−5.6% | Reduced |
| Summit Trail Advisors, LLC | 3,380 | $640.4K | 0.02% | −473−12.3% | Reduced |
| Buckley Wealth Management, LLC | 3,369 | $638.3K | 0.22% | −27−0.8% | Reduced |
| Strategic Blueprint, LLC | 3,357 | $636.0K | 0.05% | +268+8.7% | Added |
| Hilltop Holdings Inc. | 3,348 | $634.3K | 0.07% | −80−2.3% | Reduced |
| Wolverine Trading, LLC | 3,319 | $628.9K | 0.00% | +3,319 | New |
| Skopos Labs, Inc. | 3,288 | $623.0K | 0.30% | +3,288 | New |
| Empower Advisory Group, LLC | 3,285 | $622.4K | 0.00% | −10.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,262 | $618.1K | 0.25% | −218−6.3% | Reduced |