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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 11,804 | $2.43M | 0.04% | +1,315+12.5% | Added |
| Vestmark Advisory Solutions, Inc. | 11,940 | $2.46M | 0.11% | −114−0.9% | Reduced |
| K.J. Harrison & Partners Inc | 12,000 | $2.47M | 0.38% | +12,000 | New |
| Icon Wealth Advisors, LLC | 12,012 | $2.47M | 0.23% | −1,266−9.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.48M | 0.40% | +2,000+19.9% | Added |
| MAI Capital Management | 12,110 | $2.49M | 0.03% | +713+6.3% | Added |
| Bokf, NA | 12,381 | $2.52M | 0.05% | −4,952−28.6% | Reduced |
| Pegasus Partners Ltd. | 12,421 | $2.56M | 0.27% | +389+3.2% | Added |
| Dynasty Wealth Management, LLC | 12,423 | $2.56M | 0.08% | +12,423 | New |
| Private Trust Co NA | 12,714 | $2.62M | 0.28% | −60−0.5% | Reduced |
| FDx Advisors, Inc. | 12,771 | $2.63M | 0.40% | −5,784−31.2% | Reduced |
| HBK Sorce Advisory LLC | 12,774 | $2.63M | 0.09% | −92−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,821 | $2.64M | 0.90% | +686+5.7% | Added |
| V-Square Quantitative Management LLC | 12,854 | $2.65M | 0.44% | +2,037+18.8% | Added |
| Pensionmark Financial Group, LLC | 5,326 | $2.66M | 0.38% | −7,495−58.5% | Reduced |
| Ascent Group, LLC | 13,060 | $2.69M | 0.24% | −3,022−18.8% | Reduced |
| Merit Financial Group, LLC | 13,617 | $2.71M | 0.06% | +6,486+91.0% | Added |
| Rakuten Investment Management, Inc. | 13,239 | $2.73M | 0.02% | +12,019+985.2% | Added |
| Park Avenue Securities LLC | 13,296 | $2.74M | 0.04% | +322+2.5% | Added |
| G&S Capital LLC | 13,333 | $2.75M | 1.22% | +13,333 | New |
| Squarepoint Ops LLC | 13,343 | $2.75M | 0.01% | −77,258−85.3% | Reduced |
| Bouvel Investment Partners, LLC | 13,422 | $2.76M | 1.19% | −122−0.9% | Reduced |
| Change Path, LLC | 13,543 | $2.79M | 0.11% | +13,543 | New |
| Freestone Capital Holdings, LLC | 13,592 | $2.80M | 0.10% | −85−0.6% | Reduced |
| Assenagon Asset Management S.A. | 13,613 | $2.80M | 0.01% | −519,057−97.4% | Reduced |
| Miracle Mile Advisors, LLC | 13,613 | $2.80M | 0.07% | +198+1.5% | Added |
| Kingsview Wealth Management, LLC | 13,747 | $2.83M | 0.07% | +50.0% | Added |
| King Luther Capital Management Corp | 13,914 | $2.87M | 0.01% | −70−0.5% | Reduced |
| Sumitomo Life Insurance Co | 13,951 | $2.87M | 0.07% | −402−2.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,042 | $2.89M | 2.09% | −200−1.4% | Reduced |
| Banque Cantonale Vaudoise | 14,060 | $2.90M | 0.11% | +5,701+68.2% | Added |
| Union Heritage Capital, LLC | 14,064 | $2.90M | 1.15% | +2,064+17.2% | Added |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.90M | 0.37% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,384 | $2.96M | 0.02% | −759−5.0% | Reduced |
| Kames Capital plc | 14,469 | $2.98M | 0.04% | −444−3.0% | Reduced |
| Accurate Wealth Management, LLC | 14,785 | $2.99M | 0.87% | −226−1.5% | Reduced |
| Moody National Bank Trust Division | 14,530 | $2.99M | 0.24% | −114−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 14,548 | $3.00M | 0.03% | +2,636+22.1% | Added |
| Transcend Wealth Collective, LLC | 14,604 | $3.01M | 0.24% | +621+4.4% | Added |
| South Dakota Investment Council | 14,668 | $3.02M | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,691 | $3.03M | 0.02% | +126+0.9% | Added |
| River Wealth Advisors LLC | 14,694 | $3.03M | 0.44% | −443−2.9% | Reduced |
| Magnetar Financial LLC | 14,802 | $3.05M | 0.07% | −7,444−33.5% | Reduced |
| Welch & Forbes LLC | 14,846 | $3.06M | 0.04% | −2,598−14.9% | Reduced |
| Lindenwold Advisors | 14,884 | $3.07M | 1.64% | −176−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,933 | $3.08M | 0.04% | −79,436−84.2% | Reduced |
| Ronald Blue Trust, Inc. | 15,125 | $3.12M | 0.04% | −661−4.2% | Reduced |
| United Services Automobile Association | 15,176 | $3.13M | 0.08% | +235+1.6% | Added |
| Pitcairn Co | 15,353 | $3.16M | 0.20% | +489+3.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,612 | $3.22M | 0.08% | +50.0% | Added |
| Beacon Pointe Advisors, LLC | 15,639 | $3.22M | 0.04% | +326+2.1% | Added |
| Strategic Investment Advisors | 15,736 | $3.24M | 0.42% | −47−0.3% | Reduced |
| Quantinno Capital Management LP | 15,761 | $3.25M | 0.07% | +536+3.5% | Added |
| Regions Financial Corp | 15,793 | $3.25M | 0.02% | +212+1.4% | Added |
| Northwest Investment Counselors, LLC | 15,861 | $3.27M | 0.80% | −158−1.0% | Reduced |
| Plato Investment Management Ltd | 16,166 | $3.33M | 0.34% | +14,423+827.5% | Added |
| NewEdge Wealth, LLC | 16,730 | $3.34M | 0.07% | +177+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,236 | $3.34M | 0.23% | −1,330−7.6% | Reduced |
| First Citizens Bank & Trust Co | 16,257 | $3.35M | 0.06% | +14,305+732.8% | Added |
| Occidental Asset Management, LLC | 16,291 | $3.36M | 0.63% | +980+6.4% | Added |
| Diversified Trust Co | 16,369 | $3.37M | 0.10% | −354−2.1% | Reduced |
| Investment Management Corp of Ontario | 16,617 | $3.42M | 0.10% | −6,670−28.6% | Reduced |
| Quantitative Investment Management, LLC | 16,655 | $3.43M | 0.20% | +6,391+62.3% | Added |
| Hantz Financial Services, Inc. | 16,686 | $3.44M | 0.07% | −735−4.2% | Reduced |
| Agf Management Ltd | 16,731 | $3.45M | 0.02% | +1,146+7.4% | Added |
| Norinchukin Bank, The | 16,922 | $3.49M | 0.10% | −266−1.5% | Reduced |
| Nomura Holdings Inc | 16,999 | $3.50M | 0.03% | +7,037+70.6% | Added |
| Dynamic Technology Lab Private Ltd | 17,008 | $3.50M | 0.37% | +17,008 | New |
| Quantbot Technologies LP | 17,066 | $3.52M | 0.20% | +6,236+57.6% | Added |
| Financial Engines Advisors L.L.C. | 17,220 | $3.55M | 0.01% | +2,063+13.6% | Added |
| Morton Community Bank | 17,494 | $3.60M | 1.04% | +947+5.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,760 | $3.66M | 0.07% | −73−0.4% | Reduced |
| Empirical Finance, LLC | 17,965 | $3.70M | 0.23% | +600+3.5% | Added |
| Vinva Investment Management Ltd | 18,096 | $3.73M | 0.21% | +1,174+6.9% | Added |
| Souders Financial Advisors | 18,136 | $3.74M | 0.59% | +15+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,247 | $3.76M | 1.60% | +144+0.8% | Added |
| LGT Group Foundation | 18,360 | $3.78M | 0.09% | −30.0% | Reduced |
| Becker Capital Management Inc | 18,430 | $3.80M | 0.13% | −955−4.9% | Reduced |
| Mechanics Bank Trust Department | 18,441 | $3.80M | 0.56% | −148−0.8% | Reduced |
| Kinsale Capital Group, Inc. | 18,845 | $3.88M | 1.53% | +3,984+26.8% | Added |
| Walleye Capital LLC | 19,067 | $3.93M | 0.04% | +19,067 | New |
| Argent Trust Co | 19,089 | $3.93M | 0.18% | +239+1.3% | Added |
| Teza Capital Management LLC | 19,154 | $3.95M | 0.52% | +5,694+42.3% | Added |
| Engineers Gate Manager LP | 19,417 | $4.00M | 0.11% | +13,185+211.6% | Added |
| Alerus Financial NA | 19,624 | $4.04M | 0.31% | −506−2.5% | Reduced |
| Metropolitan Life Insurance Co | 19,844 | $4.09M | 0.18% | −226−1.1% | Reduced |
| RBF Capital, LLC | 20,000 | $4.12M | 0.23% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 20,236 | $4.13M | 0.02% | −12,833−38.8% | Reduced |
| Triasima Portfolio Management inc. | 20,070 | $4.13M | 0.35% | −9,051−31.1% | Reduced |
| Tower Research Capital LLC (TRC) | 20,085 | $4.14M | 0.10% | −55,148−73.3% | Reduced |
| E. Ohman J:or Asset Management AB | 20,124 | $4.15M | 0.11% | +1,000+5.2% | Added |
| Northcape Capital Pty Ltd | 20,756 | $4.28M | 0.49% | −565−2.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 21,080 | $4.34M | 0.71% | −1,040−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 21,159 | $4.36M | 0.04% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 21,258 | $4.38M | 0.55% | 00.0% | Unchanged |
| CWM, LLC | 21,406 | $4.41M | 0.02% | −39−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 21,926 | $4.52M | 0.13% | +813+3.9% | Added |
| Lafayette Investments, Inc. | 22,073 | $4.55M | 1.02% | −50−0.2% | Reduced |
| Centiva Capital, LP | 22,106 | $4.55M | 0.26% | +14,585+193.9% | Added |
| Kestra Advisory Services, LLC | 22,343 | $4.60M | 0.03% | +12+0.1% | Added |