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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,788,504 | $368.4M | 0.10% | +63,752+3.7% | Added |
| Robeco Institutional Asset Management B.V. | 1,863,417 | $383.8M | 0.83% | +16,284+0.9% | Added |
| Bahl & Gaynor Inc | 1,863,556 | $383.9M | 2.14% | −25,544−1.4% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,966,588 | $405.1M | 3.59% | −97,180−4.7% | Reduced |
| Janus Henderson Group PLC | 2,142,400 | $441.2M | 0.24% | +12,918+0.6% | Added |
| Capital Research Global Investors | 2,262,010 | $465.9M | 0.11% | +121,260+5.7% | Added |
| Barclays PLC | 2,376,331 | $489.5M | 0.22% | +718,316+43.3% | Added |
| Invesco Ltd. | 2,389,961 | $492.3M | 0.11% | +314,918+15.2% | Added |
| Charles Schwab Investment Management Inc | 2,622,523 | $540.2M | 0.12% | +40,337+1.6% | Added |
| Nippon Life Insurance Co | 2,622,700 | $540.2M | 22.45% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,828,757 | $582.7M | 0.27% | −635,760−18.4% | Reduced |
| Primecap Management Co | 2,881,611 | $593.6M | 0.44% | −24,733−0.9% | Reduced |
| Longview Partners (Guernsey) LTD | 3,009,767 | $620.0M | 4.00% | −83,390−2.7% | Reduced |
| California Public Employees Retirement System | 3,125,541 | $643.8M | 0.45% | −120,918−3.7% | Reduced |
| Jensen Investment Management Inc | 3,186,076 | $656.3M | 5.01% | +237,071+8.0% | Added |
| Lazard Asset Management LLC | 3,237,013 | $666.8M | 0.81% | −511,910−13.7% | Reduced |
| Wells Fargo & Company | 3,305,056 | $680.8M | 0.18% | +27,024+0.8% | Added |
| Clearbridge Investments, LLC | 3,350,649 | $690.2M | 0.55% | +14,726+0.4% | Added |
| Bank of New York Mellon Corp | 3,420,795 | $704.6M | 0.14% | −159,964−4.5% | Reduced |
| Artisan Partners Limited Partnership | 3,448,374 | $710.3M | 1.03% | −2,087−0.1% | Reduced |
| Goldman Sachs Group Inc | 3,449,592 | $710.5M | 0.15% | −161,465−4.5% | Reduced |
| Legal & General Group Plc | 3,571,448 | $735.6M | 0.21% | −56,974−1.6% | Reduced |
| UBS Group AG | 3,576,563 | $736.7M | 0.24% | +101,568+2.9% | Added |
| UBS Asset Management Americas Inc | 3,900,914 | $803.5M | 0.29% | −167,882−4.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,047,528 | $833.7M | 0.51% | +1,691,643+71.8% | Added |
| Parnassus Investments | 4,218,168 | $868.9M | 1.86% | −41,399−1.0% | Reduced |
| JPMorgan Chase & Co | 4,653,869 | $958.6M | 0.09% | +403,211+9.5% | Added |
| Nuveen Asset Management, LLC | 4,693,226 | $966.6M | 0.29% | +116,534+2.5% | Added |
| Northern Trust Corp | 5,460,597 | $1.12B | 0.19% | −242,660−4.3% | Reduced |
| Morgan Stanley | 6,070,102 | $1.25B | 0.10% | −16,492−0.3% | Reduced |
| Norges Bank | 6,086,042 | $1.25B | 0.20% | +554,415+10.0% | Added |
| Mawer Investment Management Ltd. | 7,113,494 | $1.47B | 6.79% | −44,121−0.6% | Reduced |
| Bank of America Corp | 7,798,491 | $1.61B | 0.16% | +1,212,317+18.4% | Added |
| Ameriprise Financial Inc | 7,948,623 | $1.64B | 0.45% | +200,497+2.6% | Added |
| Geode Capital Management, LLC | 10,609,470 | $2.18B | 0.20% | +590,450+5.9% | Added |
| Price T Rowe Associates Inc | 10,624,073 | $2.19B | 0.27% | +380,828+3.7% | Added |
| Massachusetts Financial Services Co | 11,264,852 | $2.32B | 0.69% | −845,365−7.0% | Reduced |
| Wellington Management Group LLP | 11,877,271 | $2.45B | 0.43% | −534,868−4.3% | Reduced |
| Capital World Investors | 17,220,597 | $3.55B | 0.59% | +6,4000.0% | Added |
| FMR LLC | 19,215,124 | $3.96B | 0.27% | −253,028−1.3% | Reduced |
| Capital International Investors | 19,952,473 | $4.11B | 0.83% | −20,309−0.1% | Reduced |
| State Street Corp | 20,968,401 | $4.32B | 0.19% | −20,077−0.1% | Reduced |
| BlackRock Inc. | 41,958,346 | $8.64B | 0.20% | +960,189+2.3% | Added |
| Vanguard Group Inc | 43,917,270 | $9.05B | 0.18% | +119,236+0.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −237,706−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −228,532−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −67,200−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −49,271−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −46,139−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −40,201−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −29,526−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,288−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −18,128−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,503−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −12,104−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −9,726−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,845−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −6,516−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,787−100.0% | Sold out |
| Paulson Wealth Management Inc. | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,992−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −2,635−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Birinyi Associates Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,984−100.0% | Sold out |
| Sterling Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −1,162−100.0% | Sold out |
| Kure Advisory, LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −523−100.0% | Sold out |