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 |
|---|---|---|---|---|---|
| Schaper Benz & Wise Investment Counsel Inc | 22,349 | $4.60M | 0.38% | +1,286+6.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,666 | $4.67M | 0.38% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 23,084 | $4.75M | 0.05% | +19,765+595.5% | Added |
| Toroso Investments, LLC | 23,307 | $4.80M | 0.08% | +6,443+38.2% | Added |
| Metis Global Partners, LLC | 23,394 | $4.82M | 0.18% | −49−0.2% | Reduced |
| BNP Paribas | 23,496 | $4.84M | 0.23% | +23,496 | New |
| Parcion Private Wealth LLC | 23,616 | $4.86M | 0.43% | −84−0.4% | Reduced |
| Capital International Sarl | 23,640 | $4.87M | 0.16% | +1,019+4.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 23,643 | $4.87M | 1.19% | +1,739+7.9% | Added |
| Essex LLC | 23,671 | $4.88M | 1.12% | +511+2.2% | Added |
| CX Institutional | 23,722 | $4.89M | 0.24% | +1,122+5.0% | Added |
| Point72 Hong Kong Ltd | 23,970 | $4.94M | 0.25% | −10,390−30.2% | Reduced |
| Edgestream Partners, L.P. | 24,075 | $4.96M | 0.25% | +22,946+2,032.4% | Added |
| Reliant Investment Management, LLC | 24,294 | $5.00M | 2.35% | +21,685+831.2% | Added |
| GWM Advisors LLC | 24,417 | $5.03M | 0.04% | +2,019+9.0% | Added |
| Capital Planning Advisors, LLC | 24,428 | $5.03M | 0.88% | +1,248+5.4% | Added |
| New Mexico Educational Retirement Board | 24,841 | $5.12M | 0.18% | −900−3.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 24,936 | $5.14M | 0.09% | +24,936 | New |
| Keybank National Association | 25,096 | $5.17M | 0.02% | +45+0.2% | Added |
| Zions Bancorporation, N.A. | 25,226 | $5.20M | 0.38% | −2,615−9.4% | Reduced |
| Walleye Trading LLC | 25,275 | $5.21M | 0.09% | −20,560−44.9% | Reduced |
| Oak Ridge Investments LLC | 25,482 | $5.25M | 0.53% | +887+3.6% | Added |
| Bonness Enterprises Inc | 25,500 | $5.25M | 1.89% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 25,501 | $5.25M | 2.25% | −779−3.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 25,650 | $5.28M | 0.44% | +83+0.3% | Added |
| Legacy Advisors, LLC | 25,877 | $5.33M | 0.67% | −1,925−6.9% | Reduced |
| Commerce Bank | 25,906 | $5.34M | 0.04% | +445+1.7% | Added |
| FineMark National Bank & Trust | 26,306 | $5.42M | 0.20% | +869+3.4% | Added |
| Bessemer Group Inc | 26,454 | $5.45M | 0.01% | +13,797+109.0% | Added |
| Harrington Investments, INC | 26,599 | $5.48M | 3.13% | +22+0.1% | Added |
| Cape Cod Five Cents Savings Bank | 26,998 | $5.56M | 0.54% | −52−0.2% | Reduced |
| Kinneret Advisory, LLC | 27,417 | $5.65M | 0.56% | −85−0.3% | Reduced |
| Cornerstone Advisors, LLC | 27,700 | $5.71M | 0.24% | 00.0% | Unchanged |
| American Trust | 27,713 | $5.71M | 0.52% | +536+2.0% | Added |
| Synovus Financial Corp | 28,178 | $5.80M | 0.08% | +167+0.6% | Added |
| HRT Financial LP | 28,304 | $5.83M | 0.04% | +28,304 | New |
| Snowden Capital Advisors LLC | 28,448 | $5.86M | 0.18% | −1,522−5.1% | Reduced |
| Ieq Capital, LLC | 28,466 | $5.86M | 0.08% | +1,869+7.0% | Added |
| Louisiana State Employees Retirement System | 28,600 | $5.89M | 0.11% | −1,200−4.0% | Reduced |
| Securian Asset Management, Inc | 28,978 | $5.97M | 0.18% | −2,200−7.1% | Reduced |
| FORA Capital, LLC | 29,136 | $6.00M | 0.49% | −5,017−14.7% | Reduced |
| Occudo Quantitative Strategies LP | 29,182 | $6.01M | 1.05% | +4,685+19.1% | Added |
| Shelton Capital Management | 29,355 | $6.05M | 0.17% | +5,038+20.7% | Added |
| Credit Agricole S A | 30,024 | $6.06M | 0.10% | +15,937+113.1% | Added |
| Cary Street Partner Investment Advisory LLC | 29,641 | $6.11M | 0.26% | +235+0.8% | Added |
| Federated Hermes, Inc. | 29,819 | $6.14M | 0.01% | +1,433+5.0% | Added |
| Vident Advisory, LLC | 30,056 | $6.19M | 0.13% | +18,340+156.5% | Added |
| Simplicity Wealth,LLC | 30,170 | $6.21M | 0.15% | +30,170 | New |
| Bleakley Financial Group, LLC | 30,210 | $6.22M | 0.18% | +449+1.5% | Added |
| Tower View Investment Management & Research LLC | 30,447 | $6.27M | 3.67% | −129−0.4% | Reduced |
| Stonegate Investment Group, LLC | 30,491 | $6.28M | 0.20% | −943−3.0% | Reduced |
| Alps Advisors Inc | 30,773 | $6.34M | 0.04% | +400+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 30,887 | $6.36M | 0.01% | +527+1.7% | Added |
| Siemens Fonds Invest GmbH | 31,506 | $6.49M | 0.50% | −838−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 31,656 | $6.52M | 0.13% | −4,133−11.5% | Reduced |
| NBT Bank N A | 31,732 | $6.54M | 0.48% | −429−1.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 32,218 | $6.57M | 1.68% | +32,218 | New |
| SYSTM Wealth Solutions LLC | 32,054 | $6.60M | 0.83% | +1,973+6.6% | Added |
| Hartford Investment Management Co | 32,465 | $6.69M | 0.24% | −815−2.4% | Reduced |
| Churchill Management Corp | 32,625 | $6.72M | 0.08% | −157−0.5% | Reduced |
| First American Trust, FSB | 33,341 | $6.87M | 0.72% | +1,355+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 33,538 | $6.91M | 0.08% | +2,824+9.2% | Added |
| Ipswich Investment Management Co., Inc. | 33,608 | $6.92M | 1.62% | +180+0.5% | Added |
| Exencial Wealth Advisors, LLC | 33,977 | $7.00M | 0.26% | −1,716−4.8% | Reduced |
| Phoenix Holdings Ltd. | 34,666 | $7.14M | 0.10% | +833+2.5% | Added |
| Lido Advisors, LLC | 34,740 | $7.16M | 0.06% | +3,422+10.9% | Added |
| Stokes Capital Advisors, LLC | 35,227 | $7.26M | 2.11% | +465+1.3% | Added |
| Bancreek Capital Management, LP | 35,438 | $7.30M | 5.44% | +35,438 | New |
| Vontobel Holding Ltd. | 35,559 | $7.32M | 0.06% | −7,499−17.4% | Reduced |
| Auxier Asset Management | 35,613 | $7.34M | 1.12% | −200−0.6% | Reduced |
| Executive Wealth Management, LLC | 36,436 | $7.43M | 0.65% | +3,463+10.5% | Added |
| Bennett Selby Investments LP | 36,489 | $7.52M | 3.51% | −104−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 36,489 | $7.52M | 0.09% | +28,747+371.3% | Added |
| Maryland State Retirement & Pension System | 38,863 | $7.67M | 0.15% | +330+0.9% | Added |
| Kentucky Retirement Systems | 37,364 | $7.70M | 0.23% | −2,087−5.3% | Reduced |
| Calamos Wealth Management LLC | 38,419 | $7.91M | 0.45% | −16,671−30.3% | Reduced |
| Marks Group Wealth Management, Inc | 38,500 | $7.93M | 0.83% | −42−0.1% | Reduced |
| Longbow Finance SA | 38,866 | $8.01M | 0.81% | −3,827−9.0% | Reduced |
| Cresset Asset Management, LLC | 39,427 | $8.12M | 0.04% | +4,567+13.1% | Added |
| Builder Investment Group Inc | 39,461 | $8.13M | 2.37% | −946−2.3% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.20M | 1.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 40,140 | $8.27M | 1.83% | −610−1.5% | Reduced |
| Blair William & Co | 40,912 | $8.43M | 0.03% | +166+0.4% | Added |
| Gulf International Bank (UK) Ltd | 40,996 | $8.44M | 0.21% | +328+0.8% | Added |
| Alberta Investment Management Corp | 41,111 | $8.47M | 0.09% | +30,911+303.0% | Added |
| Trexquant Investment LP | 41,156 | $8.48M | 0.17% | +41,156 | New |
| Vestcor Inc | 41,250 | $8.50M | 0.29% | −1,549−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 42,065 | $8.66M | 0.17% | +3,543+9.2% | Added |
| Huntington National Bank | 42,945 | $8.85M | 0.07% | +2,058+5.0% | Added |
| SpiderRock Advisors, LLC | 42,926 | $8.88M | 0.29% | +42,926 | New |
| Andra AP-fonden | 43,300 | $8.92M | 0.16% | +43,300 | New |
| Aptus Capital Advisors, LLC | 43,887 | $9.04M | 0.19% | +3,514+8.7% | Added |
| Swiss Life Asset Management Ltd | 43,896 | $9.04M | 0.13% | −83,619−65.6% | Reduced |
| JustInvest LLC | 44,050 | $9.07M | 0.19% | +5,360+13.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 44,879 | $9.24M | 0.03% | +9,209+25.8% | Added |
| Tudor Investment Corp Et Al | 44,989 | $9.27M | 0.11% | +44,989 | New |
| Elo Mutual Pension Insurance Co | 45,053 | $9.28M | 0.22% | +1,927+4.5% | Added |
| Mercer Global Advisors Inc | 45,626 | $9.40M | 0.03% | −18,449−28.8% | Reduced |
| Pinebridge Investments, L.P. | 46,375 | $9.55M | 0.08% | −10,668−18.7% | Reduced |
| Illinois Municipal Retirement Fund | 46,775 | $9.63M | 0.15% | +14,042+42.9% | Added |