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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 3,259 | $617.0K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $615.8K | 0.10% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $614.6K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,235 | $612.9K | 0.04% | +1,122+53.1% | Added |
| Duncker Streett & Co Inc | 3,200 | $606.3K | 0.13% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,192 | $604.8K | 0.13% | −100−3.0% | Reduced |
| Waller Financial Planning Group, Inc | 3,157 | $598.1K | 0.16% | +11+0.3% | Added |
| Leavell Investment Management, Inc. | 3,158 | $598.0K | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,150 | $596.8K | 0.27% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,118 | $590.8K | 0.45% | +5+0.2% | Added |
| Baader Bank INC | 3,129 | $590.0K | 0.05% | +56+1.8% | Added |
| Tyche Wealth Partners LLC | 3,110 | $589.3K | 0.14% | +3,110 | New |
| Waldron Private Wealth LLC | 3,105 | $588.3K | 0.03% | −132−4.1% | Reduced |
| Sage Mountain Advisors LLC | 3,102 | $587.7K | 0.07% | +529+20.6% | Added |
| Integrated Wealth Concepts LLC | 3,085 | $584.6K | 0.01% | −105−3.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 3,062 | $580.2K | 0.02% | +3,062 | New |
| Delta Financial Group, Inc. | 3,062 | $580.0K | 0.18% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,051 | $578.1K | 0.13% | +361+13.4% | Added |
| Wealthspire Advisors, LLC | 3,027 | $573.5K | 0.01% | +214+7.6% | Added |
| North Star Asset Management Inc | 3,016 | $571.4K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 2,999 | $568.2K | 0.24% | +2,999 | New |
| Gladstone Institutional Advisory LLC | 2,988 | $566.1K | 0.03% | −307−9.3% | Reduced |
| Qsemble Capital Management, LP | 2,988 | $566.1K | 0.14% | −22,412−88.2% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,987 | $565.9K | 0.43% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,973 | $563.3K | 0.51% | +2,973 | New |
| Chilton Investment Co LLC | 2,969 | $562.5K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,967 | $562.2K | 0.10% | −70−2.3% | Reduced |
| Private Ocean, LLC | 2,956 | $560.1K | 0.06% | +2,956 | New |
| Level Four Advisory Services, LLC | 2,935 | $556.2K | 0.03% | −139−4.5% | Reduced |
| Founders Financial Securities LLC | 2,916 | $552.5K | 0.06% | +180+6.6% | Added |
| Premier Path Wealth Partners, LLC | 2,907 | $550.9K | 0.12% | +2,907 | New |
| Proficio Capital Partners LLC | 2,886 | $546.7K | 0.07% | +23+0.8% | Added |
| Strid Group, LLC | 2,873 | $544.4K | 0.11% | +9+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,861 | $542.1K | 0.18% | −4−0.1% | Reduced |
| Kearns & Associates LLC | 2,860 | $541.9K | 0.46% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,791 | $540.8K | 0.01% | +211+8.2% | Added |
| Sentry Investment Management LLC | 2,837 | $538.0K | 0.23% | −31−1.1% | Reduced |
| Eads & Heald Wealth Management | 2,827 | $536.0K | 0.26% | −3−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,826 | $535.4K | 0.03% | +416+17.3% | Added |
| Sterling Wealth Management, Inc. | 2,813 | $533.0K | 0.30% | +2,813 | New |
| Florida Financial Advisors, LLC | 2,812 | $532.9K | 0.49% | +2,812 | New |
| Requisite Capital Management, LLC | 2,809 | $532.2K | 0.13% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,807 | $531.8K | 0.02% | +212+8.2% | Added |
| Montag A & Associates Inc | 2,800 | $530.5K | 0.03% | −127−4.3% | Reduced |
| Proequities, Inc. | 2,789 | $528.4K | 0.04% | +2,316+489.6% | Added |
| X-Square Capital, LLC | 2,785 | $528.0K | 0.29% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,771 | $525.0K | 0.39% | +350+14.5% | Added |
| TownSquare Capital, LLC | 2,742 | $519.6K | 0.01% | +101+3.8% | Added |
| Strategic Wealth Designers | 2,742 | $519.5K | 0.08% | +2,742 | New |
| Penobscot Investment Management Company, Inc. | 2,732 | $517.6K | 0.06% | −178−6.1% | Reduced |
| Credential Qtrade Securities Inc. | 2,713 | $514.0K | 0.03% | +2,600+2,300.9% | Added |
| Sonnipe Ltd | 2,705 | $512.5K | 0.06% | −1,713−38.8% | Reduced |
| Fluent Financial, LLC | 2,682 | $508.2K | 0.30% | +247+10.1% | Added |
| Gladius Capital Management LP | 2,671 | $506.1K | 0.32% | −240−8.2% | Reduced |
| James Hambro & Partners | 2,645 | $501.2K | 0.03% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,637 | $499.6K | 0.14% | +37+1.4% | Added |
| Rosenbaum Jay D. | 2,635 | $499.3K | 1.29% | +2,635 | New |
| Legacy Capital Group California, Inc. | 2,618 | $496.0K | 0.19% | +73+2.9% | Added |
| Boston Research & Management Inc | 2,620 | $496.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,612 | $494.9K | 0.01% | −10−0.4% | Reduced |
| National Asset Management, Inc. | 2,610 | $494.6K | 0.01% | −591−18.5% | Reduced |
| Reliant Investment Management, LLC | 2,609 | $494.3K | 0.25% | 00.0% | Unchanged |
| Ledyard National Bank | 2,584 | $489.6K | 0.05% | +949+58.0% | Added |
| C2C Wealth Management, LLC | 2,580 | $487.1K | 0.41% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,560 | $485.0K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,550 | $483.1K | 0.01% | +41+1.6% | Added |
| Opus Capital Group, LLC | 2,539 | $481.0K | 0.08% | −31−1.2% | Reduced |
| Tower Bridge Advisors | 2,529 | $479.2K | 0.04% | −6−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 2,498 | $476.8K | 0.02% | +257+11.5% | Added |
| Stockman Wealth Management, Inc. | 2,510 | $475.6K | 0.09% | −8−0.3% | Reduced |
| Glassman Wealth Services | 2,503 | $474.3K | 0.07% | −536−17.6% | Reduced |
| Birinyi Associates Inc | 2,500 | $474.0K | 0.17% | +2,500 | New |
| Pure Financial Advisors, Inc. | 2,491 | $471.9K | 0.02% | +86+3.6% | Added |
| InterOcean Capital Group, LLC | 2,454 | $465.0K | 0.01% | +56+2.3% | Added |
| Pine Valley Investments Ltd Liability Co | 2,454 | $464.9K | 0.04% | −84−3.3% | Reduced |
| ARS Investment Partners, LLC | 2,453 | $464.8K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $463.0K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $461.5K | 0.33% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,431 | $460.6K | 0.16% | 00.0% | Unchanged |
| MQS Management LLC | 2,410 | $456.6K | 0.25% | +2,410 | New |
| Avestar Capital, LLC | 2,395 | $453.8K | 0.06% | +393+19.6% | Added |
| Arkadios Wealth Advisors | 2,394 | $453.5K | 0.04% | +916+62.0% | Added |
| Smartleaf Asset Management LLC | 2,399 | $447.6K | 0.12% | +2,399 | New |
| Aaron Wealth Advisors | 2,360 | $447.1K | 0.07% | +4+0.2% | Added |
| Powell Investment Advisors, LLC | 2,359 | $447.0K | 0.25% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,351 | $445.5K | 0.05% | −187−7.4% | Reduced |
| Everpar Advisors LLC | 2,319 | $439.4K | 0.20% | +2,319 | New |
| Roble, Belko & Company, Inc | 2,306 | $437.0K | 0.08% | +319+16.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,306 | $436.9K | 0.04% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 2,284 | $432.7K | 0.64% | 00.0% | Unchanged |
| Core Alternative Capital | 2,281 | $432.1K | 0.07% | −114−4.8% | Reduced |
| Connectus Wealth, LLC | 2,271 | $430.7K | 0.01% | −299−11.6% | Reduced |
| Bank of New Hampshire | 2,261 | $428.4K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,260 | $428.0K | 0.02% | +144+6.8% | Added |
| Mutual Advisors, LLC | 2,255 | $427.3K | 0.01% | −120−5.1% | Reduced |
| Drake & Associates, LLC | 2,246 | $425.6K | 0.17% | −342−13.2% | Reduced |
| Trust Co of Toledo NA | 2,246 | $425.6K | 0.07% | +312+16.1% | Added |
| Ostrum Asset Management | 2,240 | $424.4K | 0.04% | −1,152−34.0% | Reduced |
| Glenview Trust Co | 2,234 | $423.3K | 0.01% | +879+64.9% | Added |
| Geller Advisors LLC | 2,225 | $421.6K | 0.04% | −83−3.6% | Reduced |