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 |
|---|---|---|---|---|---|
| LGT Capital Partners Ltd. | 97,800 | $20.1M | 0.63% | +97,800 | New |
| Bank of Nova Scotia | 98,337 | $20.3M | 0.04% | −168,218−63.1% | Reduced |
| KBC Group NV | 98,465 | $20.3M | 0.06% | −203,529−67.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 100,100 | $20.6M | 0.73% | +100,100 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 100,575 | $20.7M | 0.08% | +6,973+7.4% | Added |
| Texas Permanent School Fund | 101,701 | $20.9M | 0.17% | −103−0.1% | Reduced |
| Crestwood Advisors Group LLC | 102,218 | $21.1M | 0.46% | −946−0.9% | Reduced |
| Washington Trust Co | 103,675 | $21.4M | 0.78% | −674−0.6% | Reduced |
| QRG Capital Management, Inc. | 103,904 | $21.4M | 0.27% | −18,423−15.1% | Reduced |
| Tredje AP-fonden | 105,492 | $21.7M | 0.23% | +26,000+32.7% | Added |
| Amalgamated Bank | 106,070 | $21.8M | 0.19% | −17,380−14.1% | Reduced |
| DnB Asset Management AS | 106,417 | $21.9M | 0.11% | −13,994−11.6% | Reduced |
| Cerity Partners LLC | 107,597 | $22.2M | 0.06% | +32,508+43.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,008 | $22.2M | 0.15% | +320.0% | Added |
| Retirement Systems of Alabama | 108,590 | $22.4M | 0.09% | −78−0.1% | Reduced |
| Brown Brothers Harriman & Co | 108,660 | $22.4M | 0.17% | −7,272−6.3% | Reduced |
| National Bank of Canada | 110,336 | $22.7M | 0.04% | −293,348−72.7% | Reduced |
| Boston Family Office LLC | 110,354 | $22.7M | 1.64% | −4,688−4.1% | Reduced |
| AMF Pensionsforsakring AB | 113,181 | $23.3M | 0.18% | 00.0% | Unchanged |
| Martingale Asset Management L P | 113,535 | $23.4M | 0.47% | −3,245−2.8% | Reduced |
| Wafra Inc. | 115,722 | $23.8M | 1.25% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 117,300 | $24.2M | 0.21% | +97,400+489.4% | Added |
| Susquehanna International Group, LLP | 118,174 | $24.3M | 0.04% | −16,331−12.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 118,414 | $24.4M | 2.44% | −5,721−4.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 119,082 | $24.5M | 0.56% | −27,145−18.6% | Reduced |
| CIBC World Markets Corp | 124,924 | $25.7M | 0.17% | −4,062−3.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 126,449 | $26.0M | 0.49% | −10,137−7.4% | Reduced |
| Man Group plc | 128,087 | $26.4M | 0.07% | −220,992−63.3% | Reduced |
| Formuepleje A/S | 129,582 | $26.7M | 1.51% | −414−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 136,371 | $26.8M | 0.19% | +7,010+5.4% | Added |
| Stock Yards Bank & Trust Co | 130,422 | $26.9M | 0.89% | −1,479−1.1% | Reduced |
| MetLife Investment Management | 131,656 | $27.1M | 0.18% | −4,419−3.2% | Reduced |
| EULAV Asset Management | 132,000 | $27.2M | 0.75% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 133,271 | $27.5M | 0.02% | −891−0.7% | Reduced |
| Xponance, Inc. | 135,919 | $28.0M | 0.29% | +2,154+1.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 137,200 | $28.3M | 0.34% | +59,200+75.9% | Added |
| Guggenheim Capital LLC | 139,371 | $28.7M | 0.20% | +3,627+2.7% | Added |
| Prio Wealth Limited Partnership | 139,594 | $28.8M | 0.83% | +14,875+11.9% | Added |
| Arizona State Retirement System | 141,495 | $29.1M | 0.20% | +2,525+1.8% | Added |
| Macquarie Group Ltd | 142,216 | $29.3M | 0.03% | −74,463−34.4% | Reduced |
| State of Michigan Retirement System | 142,875 | $29.4M | 0.16% | −200−0.1% | Reduced |
| Cumberland Partners Ltd | 142,911 | $29.4M | 2.14% | −565−0.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 143,431 | $29.5M | 0.33% | +728+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 146,271 | $30.1M | 0.27% | −27,030−15.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 146,596 | $30.2M | 0.76% | −915−0.6% | Reduced |
| Whittier Trust Co | 147,449 | $30.4M | 0.44% | +2,553+1.8% | Added |
| Forsta Ap-Fonden | 148,700 | $30.6M | 0.26% | +21,900+17.3% | Added |
| US Bancorp | 148,872 | $30.7M | 0.04% | +4,616+3.2% | Added |
| 1832 Asset Management L.P. | 152,183 | $31.3M | 0.06% | +214+0.1% | Added |
| Comerica Bank | 156,569 | $32.3M | 0.14% | −5,065−3.1% | Reduced |
| American International Group, Inc. | 159,264 | $32.8M | 0.12% | −2,328−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 159,311 | $32.8M | 0.21% | +3,466+2.2% | Added |
| Janney Montgomery Scott LLC | 160,086 | $33.0M | 0.10% | +4,869+3.1% | Added |
| Thrivent Financial for Lutherans | 160,355 | $33.0M | 0.07% | −21,871−12.0% | Reduced |
| State of Tennessee, Treasury Department | 164,669 | $33.9M | 0.13% | −83,100−33.5% | Reduced |
| Los Angeles Capital Management LLC | 167,628 | $34.5M | 0.12% | −83,197−33.2% | Reduced |
| AXA S.A. | 169,320 | $34.9M | 0.10% | +28,161+19.9% | Added |
| Glenmede Trust Co NA | 171,535 | $35.3M | 0.18% | −16,410−8.7% | Reduced |
| Teacher Retirement System of Texas | 172,461 | $35.5M | 0.23% | −17,286−9.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 172,684 | $35.6M | 0.21% | +172,684 | New |
| Rafferty Asset Management, LLC | 173,059 | $35.6M | 0.13% | −1,718−1.0% | Reduced |
| Zacks Investment Management | 173,853 | $35.8M | 0.38% | +11,027+6.8% | Added |
| Franklin Resources Inc | 176,606 | $36.4M | 0.01% | −2,555−1.4% | Reduced |
| STRS Ohio | 177,821 | $36.6M | 0.15% | −18,416−9.4% | Reduced |
| Dundas Partners LLP | 178,934 | $36.9M | 2.90% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 181,858 | $37.5M | 0.06% | −2,353−1.3% | Reduced |
| Verition Fund Management LLC | 183,510 | $37.8M | 0.36% | +171,784+1,465.0% | Added |
| Handelsbanken Fonder AB | 189,743 | $39.1M | 0.17% | −869−0.5% | Reduced |
| Jane Street Group, LLC | 198,259 | $40.8M | 0.05% | +164,049+479.5% | Added |
| Victory Capital Management Inc | 198,998 | $41.0M | 0.04% | +11,580+6.2% | Added |
| Mn Services Vermogensbeheer B.V. | 199,388 | $41.1M | 0.30% | −35,400−15.1% | Reduced |
| Asset Management One Co.,Ltd. | 200,166 | $41.2M | 0.16% | −23,155−10.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 200,843 | $41.4M | 3.42% | +1,673+0.8% | Added |
| LPL Financial LLC | 205,755 | $42.4M | 0.02% | +4,414+2.2% | Added |
| Royal London Asset Management Ltd | 207,124 | $42.7M | 0.11% | +5,228+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 212,325 | $43.7M | 0.48% | +13,165+6.6% | Added |
| Ycg, LLC | 216,405 | $44.4M | 3.53% | −504−0.2% | Reduced |
| Flputnam Investment Management Co | 216,428 | $44.6M | 0.95% | −1,755−0.8% | Reduced |
| Donaldson Capital Management, LLC | 218,781 | $45.1M | 1.88% | +213,560+4,090.4% | Added |
| Pathstone Holdings, LLC | 220,899 | $45.5M | 0.21% | +22,165+11.2% | Added |
| Danske Bank A/S | 225,837 | $46.5M | 0.15% | +225,837 | New |
| Treasurer of the State of North Carolina | 227,387 | $46.8M | 0.21% | +1,380+0.6% | Added |
| Panagora Asset Management Inc | 232,413 | $47.9M | 0.25% | −213,597−47.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 236,074 | $48.6M | 0.11% | +7,261+3.2% | Added |
| Hardman Johnston Global Advisors LLC | 236,722 | $48.8M | 1.68% | −2,093−0.9% | Reduced |
| Voya Investment Management LLC | 237,932 | $49.0M | 0.05% | −324,711−57.7% | Reduced |
| Intech Investment Management LLC | 243,994 | $50.3M | 0.71% | −2,034−0.8% | Reduced |
| Quilter Plc | 245,905 | $50.7M | 1.20% | +14,257+6.2% | Added |
| Vaughan David Investments LLC | 254,607 | $52.4M | 1.30% | −740−0.3% | Reduced |
| Canada Pension Plan Investment Board | 258,624 | $53.3M | 0.06% | −4,401−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 262,804 | $54.1M | 0.23% | +9,863+3.9% | Added |
| Public Employees Retirement System of Ohio | 267,127 | $55.0M | 0.22% | −15,406−5.5% | Reduced |
| Kempen Capital Management N.V. | 270,738 | $55.8M | 0.69% | +6,036+2.3% | Added |
| Boston Trust Walden Corp | 272,160 | $56.1M | 0.40% | −2,782−1.0% | Reduced |
| Unigestion Holding SA | 272,406 | $56.1M | 2.74% | +1,808+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 273,000 | $56.2M | 0.20% | −256,991−48.5% | Reduced |
| Fifth Third Bancorp | 273,200 | $56.3M | 0.22% | −12,069−4.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 273,524 | $56.3M | 0.18% | −3,077−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 277,128 | $57.1M | 0.10% | +35,243+14.6% | Added |
| State of New Jersey Common Pension Fund D | 278,655 | $57.4M | 0.17% | 00.0% | Unchanged |