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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, Q1 2024

Institutional positions in Marsh & McLennan Companies, Inc. as of Mar 31, 2024. 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
1,444
+91 vs. Q4 2023
Shares held
436.6M
+2.65M (+0.6%) vs. Q4 2023
Total value
$89.9B
+$7.67B (+9.3%) vs. Q4 2023
New holders
176
533 more added
Sold out
85
507 more reduced

23 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,444 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ1 2024: $89.9B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2023.

Institutions holding MRSH in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Global Assets Advisory, LLC13,049$640.00%+13,049New
Tfo-TDC, LLC1$2060.00%−1−50.0%Reduced
Castleview Partners, LLC1$2060.00%00.0%Unchanged
WestEnd Advisors, LLC2$4120.00%+2New
ORG Partners LLC3$6110.00%−1,377−99.8%Reduced
Mine & Arao Wealth Creation & Management, LLC.3$6180.00%+3New
ClariVest Asset Management LLC5$1.03K0.00%00.0%Unchanged
Delta Asset Management LLC5$1.03K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.5$1.03K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$1.03K0.00%+5New
Highline Wealth Partners LLC6$1.24K0.00%00.0%Unchanged
Lummis Asset Management, LP8$1.65K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC8$1.65K0.00%00.0%Unchanged
GoalVest Advisory LLC8$1.65K0.00%+8New
Sanctuary Wealth Management, L.L.C.11$2.27K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC11$2.27K0.00%00.0%Unchanged
Fairman Group, LLC13$2.68K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC14$2.88K0.00%+10+250.0%Added
Western Pacific Wealth Management, LP16$3.30K0.00%+16New
Longfellow Investment Management Co LLC17$3.50K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group17$3.50K0.00%00.0%Unchanged
North Star Investment Management Corp.18$3.71K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC19$3.91K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc19$3.91K0.00%+19New
Wolff Wiese Magana LLC20$4.12K0.00%00.0%Unchanged
Creative Financial Designs Inc20$4.12K0.00%+20New
Pingora Partners LLC20$4.12K0.00%+20New
SRS Capital Advisors, Inc.22$4.59K0.00%−193−89.8%Reduced
Main Street Group, LTD23$4.69K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC24$4.94K0.00%−23−48.9%Reduced
Iron Horse Wealth Management, LLC24$4.94K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC24$4.94K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.21$5.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.26$5.36K0.00%00.0%Unchanged
Valued Wealth Advisors LLC27$5.56K0.00%+9+50.0%Added
First Financial Corp28$5.77K0.00%−219−88.7%Reduced
Tacita Capital Inc29$5.97K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC29$5.97K0.00%00.0%Unchanged
SJS Investment Consulting Inc.29$5.97K0.00%−1−3.3%Reduced
DT Investment Partners, LLC29$5.97K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$6.18K0.00%00.0%Unchanged
Sofos Investments, Inc.32$6.76K0.00%+32Added
Redmont Wealth Advisors LLC33$6.80K0.01%+33New
First PREMIER Bank36$7.00K0.00%+36New
Creative Capital Management Investments LLC35$7.21K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC36$7.42K0.01%00.0%Unchanged
TFC Financial Management36$7.42K0.00%+2+5.9%Added
BFSG, LLC39$8.03K0.00%+39New
Global Financial Private Client, LLC40$8.16K0.00%+40New
Horizons Wealth Management44$8.34K0.01%00.0%Unchanged
Rakuten Securities, Inc.41$8.45K0.00%−11−21.2%Reduced
FSA Wealth Management LLC42$8.65K0.00%00.0%Unchanged
Red Tortoise LLC43$8.86K0.00%00.0%Unchanged
Westend Capital Management, LLC43$8.86K0.00%+43New
Avion Wealth39$9.00K0.00%+5+14.7%Added
Salem Investment Counselors Inc45$9.27K0.00%+20+80.0%Added
LifeSteps Financial, Inc.46$9.47K0.01%+46New
Mascoma Wealth Management LLC50$10.3K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC50$10.3K0.00%00.0%Unchanged
FWL Investment Management, LLC52$10.7K0.01%00.0%Unchanged
Evermay Wealth Management LLC55$11.3K0.00%−4−6.8%Reduced
Toth Financial Advisory Corp55$11.3K0.00%00.0%Unchanged
Atlantic Trust, LLC55$11.3K0.00%00.0%Unchanged
Richardson Financial Services Inc.55$11.3K0.01%+5+10.0%Added
Planning Capital Management Corp55$11.3K0.01%+9+19.6%Added
Palisade Asset Management, LLC57$11.7K0.00%+57New
Northwest Capital Management Inc58$11.9K0.00%00.0%Unchanged
Pflug Koory, LLC61$12.6K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC61$12.6K0.01%00.0%Unchanged
Creekmur Asset Management LLC61$12.6K0.00%+61New
Central Bank & Trust Co65$13.4K0.00%00.0%Unchanged
Aspect Partners, LLC65$13.4K0.01%+1+1.6%Added
Sound Income Strategies, LLC66$13.6K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.70$14.4K0.01%00.0%Unchanged
Silicon Valley Capital Partners71$14.6K0.00%00.0%Unchanged
Cedar Wealth Management, LLC71$14.6K0.00%+71New
Arcadia Investment Management Corp74$15.2K0.00%00.0%Unchanged
Gleason Group, Inc.75$15.5K0.00%00.0%Unchanged
LRI Investments, LLC78$16.1K0.00%+78New
First Pacific Financial79$16.3K0.00%00.0%Unchanged
First Personal Financial Services80$16.5K0.00%00.0%Unchanged
Crewe Advisors LLC80$16.5K0.00%+80New
Clean Yield Group85$17.5K0.01%00.0%Unchanged
Oakworth Capital, Inc.85$17.5K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC85$17.5K0.00%−12−12.4%Reduced
True Wealth Design, LLC85$17.5K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.87$18.0K0.01%+87New
Anchor Investment Management, LLC88$18.1K0.00%+88New
WR Wealth Planners, LLC88$18.1K0.01%+88New
Moisand Fitzgerald Tamayo, LLC89$18.3K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP90$18.5K0.01%00.0%Unchanged
Raffa Wealth Management, LLC91$18.7K0.01%00.0%Unchanged
WealthCollab, LLC95$19.6K0.01%−63−39.9%Reduced
Stephenson National Bank & Trust97$20.0K0.01%+97New
First Foundation Advisors99$20.4K0.00%00.0%Unchanged
Perritt Capital Management Inc101$20.9K0.01%00.0%Unchanged
Key Financial Inc103$21.2K0.01%00.0%Unchanged
Abound Wealth Management107$22.0K0.01%+1+0.9%Added
Atwood & Palmer Inc109$22.5K0.00%+70+179.5%Added
REAP Financial Group, LLC111$23.0K0.01%−20−15.3%Reduced