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 |
|---|---|---|---|---|---|
| Sawgrass Asset Management LLC | 47,144 | $9.71M | 1.06% | −2,164−4.4% | Reduced |
| Colony Group, LLC | 47,461 | $9.78M | 0.08% | +6,873+16.9% | Added |
| Advisor Group Holdings, Inc. | 47,787 | $9.84M | 0.02% | −85,660−64.2% | Reduced |
| Daiwa Securities Group Inc. | 48,868 | $10.1M | 0.06% | +3,522+7.8% | Added |
| Pacer Advisors, Inc. | 48,964 | $10.1M | 0.02% | −2,123−4.2% | Reduced |
| Oppenheimer Asset Management Inc. | 49,157 | $10.1M | 0.15% | −11,569−19.1% | Reduced |
| L1 Capital International Pty Ltd | 50,827 | $10.4M | 4.61% | +4,153+8.9% | Added |
| Bell Asset Management Ltd | 50,373 | $10.4M | 1.52% | +11,702+30.3% | Added |
| Running Oak Capital LLC | 52,407 | $10.8M | 1.73% | +5,491+11.7% | Added |
| Segall Bryant & Hamill, LLC | 52,933 | $10.9M | 0.20% | −20,999−28.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 53,615 | $11.0M | 2.66% | −1,944−3.5% | Reduced |
| M&T Bank Corp | 53,778 | $11.1M | 0.04% | −41,804−43.7% | Reduced |
| Prudential PLC | 53,787 | $11.1M | 0.09% | −2,774−4.9% | Reduced |
| CIBC Private Wealth Group, LLC | 54,431 | $11.1M | 0.02% | −1,028−1.9% | Reduced |
| MML Investors Services, LLC | 53,927 | $11.1M | 0.05% | +3,287+6.5% | Added |
| Citadel Advisors LLC | 53,977 | $11.1M | 0.01% | +53,853+43,429.8% | Added |
| Hudson Valley Investment Advisors Inc | 54,062 | $11.1M | 1.33% | +12,645+30.5% | Added |
| Interval Partners, LP | 54,075 | $11.1M | 0.42% | +18,175+50.6% | Added |
| Azimuth Capital Investment Management LLC | 54,224 | $11.2M | 0.46% | −45,510−45.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 54,237 | $11.2M | 0.03% | +8,471+18.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,749 | $11.3M | 0.02% | −2,969−5.1% | Reduced |
| Wealthfront Advisers LLC | 55,398 | $11.4M | 0.04% | −258−0.5% | Reduced |
| Ci Investments Inc. | 55,434 | $11.4M | 0.05% | −2,495−4.3% | Reduced |
| Cetera Investment Advisers | 55,496 | $11.4M | 0.03% | +39,013+236.7% | Added |
| Ethic Inc. | 55,567 | $11.4M | 0.29% | +1,896+3.5% | Added |
| Gotham Asset Management, LLC | 55,598 | $11.5M | 0.17% | +7,059+14.5% | Added |
| Annex Advisory Services, LLC | 56,149 | $11.6M | 0.41% | +966+1.8% | Added |
| DuPont Capital Management Corp | 56,251 | $11.6M | 0.96% | 00.0% | Unchanged |
| Brown Advisory Inc | 56,256 | $11.6M | 0.02% | −932−1.6% | Reduced |
| Brinker Capital Investments, LLC | 57,017 | $11.7M | 0.13% | −1,853−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 57,017 | $11.7M | 0.13% | −1,853−3.1% | Reduced |
| Point72 (DIFC) Ltd | 57,056 | $11.8M | 0.91% | +57,056 | New |
| Whittier Trust Co of Nevada Inc | 57,873 | $11.9M | 0.34% | +1,186+2.1% | Added |
| Nissay Asset Management Corp | 58,222 | $12.0M | 0.08% | −810−1.4% | Reduced |
| Apollon Wealth Management, LLC | 58,571 | $12.1M | 0.38% | −216−0.4% | Reduced |
| British Columbia Investment Management Corp | 59,067 | $12.2M | 0.08% | +2,204+3.9% | Added |
| Achmea Investment Management B.V. | 59,259 | $12.2M | 0.23% | −7,995−11.9% | Reduced |
| First American Bank | 59,561 | $12.3M | 0.93% | +1,268+2.2% | Added |
| Harbour Trust & Investment Management Co | 60,346 | $12.4M | 1.56% | +1,025+1.7% | Added |
| ING Groep NV | 62,036 | $12.8M | 0.09% | −42,142−40.5% | Reduced |
| Cubist Systematic Strategies, LLC | 62,105 | $12.8M | 0.15% | +45,339+270.4% | Added |
| Candriam Luxembourg S.C.A. | 59,555 | $12.8M | 0.08% | +3,524+6.3% | Added |
| Advisors Asset Management, Inc. | 63,401 | $13.1M | 0.25% | −15,577−19.7% | Reduced |
| State of Alaska, Department of Revenue | 63,435 | $13.1M | 0.15% | −935−1.5% | Reduced |
| Washington Trust Bank | 63,536 | $13.1M | 1.25% | +3,552+5.9% | Added |
| Mutual of America Capital Management LLC | 64,506 | $13.3M | 0.14% | −1,481−2.2% | Reduced |
| Levin Capital Strategies, L.P. | 64,588 | $13.3M | 1.35% | 00.0% | Unchanged |
| West Coast Financial LLC | 65,532 | $13.5M | 1.64% | +64+0.1% | Added |
| Compagnie Lombard Odier SCmA | 65,662 | $13.5M | 0.24% | +14,826+29.2% | Added |
| Banco Santander, S.A. | 65,819 | $13.6M | 0.16% | +57,457+687.1% | Added |
| Atria Investments LLC | 65,901 | $13.6M | 0.19% | +3,887+6.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 67,474 | $13.9M | 0.26% | +18,929+39.0% | Added |
| Ossiam | 67,493 | $13.9M | 0.24% | −324,399−82.8% | Reduced |
| Baker Avenue Asset Management, LP | 68,238 | $14.1M | 0.55% | +2,902+4.4% | Added |
| JLB & Associates Inc | 68,244 | $14.1M | 1.87% | −1,838−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 68,383 | $14.1M | 0.16% | +5,554+8.8% | Added |
| Fulton Breakefield Broenniman LLC | 68,939 | $14.2M | 1.09% | +2,330+3.5% | Added |
| Public Employees Retirement Association of Colorado | 69,515 | $14.3M | 0.06% | −3,738−5.1% | Reduced |
| Alaska Permanent Fund Corp | 70,125 | $14.4M | 0.21% | +361+0.5% | Added |
| Yousif Capital Management, LLC | 71,306 | $14.7M | 0.16% | −1,406−1.9% | Reduced |
| Northwest & Ethical Investments L.P. | 71,350 | $14.7M | 0.42% | −10,653−13.0% | Reduced |
| Rockefeller Capital Management L.P. | 71,604 | $14.7M | 0.04% | +16,026+28.8% | Added |
| New York Life Investment Management LLC | 73,966 | $15.2M | 0.15% | −2,872−3.7% | Reduced |
| RMB Capital Management, LLC | 75,197 | $15.5M | 0.35% | +298+0.4% | Added |
| Natixis | 76,952 | $15.9M | 0.09% | +21,641+39.1% | Added |
| Scotia Capital Inc. | 77,067 | $15.9M | 0.09% | +68+0.1% | Added |
| Nixon Peabody Trust Co | 77,235 | $15.9M | 1.46% | +5,052+7.0% | Added |
| Public Sector Pension Investment Board | 77,543 | $16.0M | 0.12% | +401+0.5% | Added |
| Segment Wealth Management, LLC | 78,068 | $16.1M | 1.22% | +2,891+3.8% | Added |
| TD Waterhouse Canada Inc. | 67,637 | $16.1M | 0.12% | +12,688+23.1% | Added |
| Factory Mutual Insurance Co | 79,400 | $16.4M | 0.19% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 79,848 | $16.4M | 0.20% | −68,943−46.3% | Reduced |
| Two Sigma Investments, LP | 80,513 | $16.6M | 0.04% | +56,684+237.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 80,521 | $16.6M | 0.21% | +1,147+1.4% | Added |
| Gabelli Funds LLC | 81,600 | $16.8M | 0.12% | −6,500−7.4% | Reduced |
| Osborne Partners Capital Management, LLC | 83,226 | $17.1M | 1.06% | −922−1.1% | Reduced |
| Fort Pitt Capital Group, LLC | 83,799 | $17.3M | 0.53% | −8,115−8.8% | Reduced |
| Utah Retirement Systems | 85,821 | $17.7M | 0.21% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 86,358 | $17.8M | 0.55% | +4,518+5.5% | Added |
| Wesleyan Assurance Society | 86,426 | $17.8M | 1.58% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 86,460 | $17.8M | 0.22% | −4,710−5.2% | Reduced |
| Creative Planning | 86,556 | $17.8M | 0.02% | +6,814+8.5% | Added |
| Czech National Bank | 86,568 | $17.8M | 0.23% | +195+0.2% | Added |
| Torray LLC | 87,022 | $17.9M | 2.68% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 88,122 | $18.2M | 2.26% | +88,122 | New |
| Van Eck Associates Corp | 89,844 | $18.5M | 0.03% | +4,010+4.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 104,036 | $18.7M | 0.04% | +1,658+1.6% | Added |
| Davenport & Co LLC | 92,030 | $19.0M | 0.12% | −12,081−11.6% | Reduced |
| PGGM Investments | 92,676 | $19.1M | 0.28% | −2,074−2.2% | Reduced |
| Walter Public Investments Inc. | 94,291 | $19.4M | 3.80% | +707+0.8% | Added |
| Marathon Asset Mgmt Ltd | 94,768 | $19.5M | 0.52% | −2,404−2.5% | Reduced |
| Captrust Financial Advisors | 94,957 | $19.6M | 0.07% | −7,719−7.5% | Reduced |
| Boston Private Wealth LLC | 94,980 | $19.6M | 0.44% | −6,438−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 95,326 | $19.6M | 0.03% | −8,664−8.3% | Reduced |
| Commonwealth Equity Services, LLC | 95,455 | $19.7M | 0.03% | +2,495+2.7% | Added |
| USS Investment Management Ltd | 95,659 | $19.7M | 0.16% | +1,349+1.4% | Added |
| ProShare Advisors LLC | 96,111 | $19.8M | 0.05% | −6,517−6.4% | Reduced |
| CIBC Asset Management Inc | 96,837 | $19.9M | 0.07% | +1,682+1.8% | Added |
| IFM Investors Pty Ltd | 97,153 | $20.0M | 0.22% | −444−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 97,250 | $20.0M | 0.10% | −61,543−38.8% | Reduced |