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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.

Institutional holdersQ1 2024: 1,444 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ1 2024: $89.9B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$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.

Institutions holding MRSH in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Northwest Financial Advisors0$00.00%−493−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−344−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−320−100.0%Sold out
AJOVista, LLC0$00.00%−298−100.0%Sold out
Arlington Partners LLC0$00.00%−214−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−210−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−200−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−162−100.0%Sold out
Cordant, Inc.0$00.00%−150−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−100−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−84−100.0%Sold out
Lowe Wealth Advisors, LLC0$00.00%−60−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−57−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−30−100.0%Sold out
Laffer Tengler Investments0$00.00%−25−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−19−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−16−100.0%Sold out
TSFG, LLC0$00.00%−18−100.0%Sold out
Princeton Global Asset Management LLC0$00.00%−14−100.0%Sold out
Country Trust Bank0$00.00%−11−100.0%Sold out
Register Financial Advisors LLC0$00.00%−7−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−6−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−6−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−5−100.0%Sold out
O'Dell Group, LLC0$00.00%−4−100.0%Sold out
Bangor Savings Bank0$00.00%−4−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3−100.0%Sold out
Financial Perspectives, Inc0$00.00%−1−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
M&G Investment Management Ltd––––Not filed
Ardevora Asset Management LLP––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Sawtooth Solutions, LLC––––Not filed
Putnam Investments LLC––––Not filed
Moreno Evelyn V––––Not filed
Bartlett & Co. LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
DFPG Investments, LLC––––Not filed
Neo Ivy Capital Management––––Not filed
Wade G W & Inc––––Not filed
Strategic Wealth Designers––––Not filed
Asset Management Resources, LLC––––Not filed
Tilt Investment Management Holdings, PBC––––Not filed
Provence Wealth Management Group––––Not filed
Columbia Trust Co 01012016––––Not filed
Telemus Capital, LLC––––Not filed
Golden State Equity Partners––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Spartan Planning & Wealth Management––––Not filed
DB Wealth Management Group, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Baystate Wealth Management LLC––––Not filed