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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 116 | $23.0K | 0.00% | −17−12.8% | Reduced |
| Asset Dedication, LLC | 115 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $24.3K | 0.02% | +42+55.3% | Added |
| Altshuler Shaham Ltd | 119 | $24.5K | 0.00% | −11−8.5% | Reduced |
| Indiana Trust & Investment Management CO | 120 | $24.7K | 0.01% | +120 | New |
| NVWM, LLC | 121 | $24.9K | 0.01% | +2+1.7% | Added |
| Meeder Asset Management Inc | 124 | $25.5K | 0.00% | +124 | New |
| Piscataqua Savings Bank | 129 | $26.6K | 0.02% | −100−43.7% | Reduced |
| Headlands Technologies LLC | 129 | $26.6K | 0.01% | +129 | New |
| Cherry Tree Wealth Management, LLC | 129 | $26.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 132 | $27.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 135 | $27.8K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 136 | $28.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 138 | $28.4K | 0.01% | −10−6.8% | Reduced |
| Avalon Trust Co | 138 | $28.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $28.6K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 139 | $28.7K | 0.04% | −35−20.1% | Reduced |
| Sachetta, LLC | 154 | $29.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 147 | $29.3K | 0.01% | −28−16.0% | Reduced |
| Jones Financial Companies LLLP | 146 | $30.1K | 0.00% | −115−44.1% | Reduced |
| ZRC Wealth Management, LLC | 147 | $30.3K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $30.9K | 0.01% | −50−25.0% | Reduced |
| Atlas Capital Advisors LLC | 158 | $32.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 158 | $32.5K | 0.01% | −282−64.1% | Reduced |
| CoreCap Advisors, LLC | 158 | $32.5K | 0.00% | +158 | New |
| Canton Hathaway, LLC | 164 | $34.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 171 | $35.0K | 0.00% | −41−19.3% | Reduced |
| Covestor Ltd | 171 | $35.0K | 0.02% | −2−1.2% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 170 | $35.0K | 0.00% | +170 | New |
| Kepos Capital LP | 177 | $36.0K | 0.01% | −27−13.2% | Reduced |
| Institutional & Family Asset Management, LLC | 189 | $38.9K | 0.01% | −1−0.5% | Reduced |
| Frazier Financial Advisors, LLC | 194 | $40.0K | 0.03% | +2+1.0% | Added |
| Colonial Trust Advisors | 195 | $40.2K | 0.00% | +58+42.3% | Added |
| Rogco, LP | 196 | $40.4K | 0.02% | −223−53.2% | Reduced |
| Bell Investment Advisors, Inc | 197 | $40.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 198 | $41.0K | 0.01% | +7+3.7% | Added |
| First United Bank Trust | 205 | $42.2K | 0.02% | −23−10.1% | Reduced |
| Intelligent Financial Strategies | 216 | $44.5K | 0.03% | +216 | New |
| Quarry LP | 218 | $44.9K | 0.02% | −74−25.3% | Reduced |
| Ofi Invest Asset Management | 239 | $45.6K | 0.00% | +71+42.3% | Added |
| Belmont Capital, LLC | 225 | $46.3K | 0.01% | +225 | New |
| JFS Wealth Advisors, LLC | 226 | $46.6K | 0.00% | −44−16.3% | Reduced |
| Stone House Investment Management, LLC | 228 | $47.0K | 0.01% | +228 | New |
| Capital Analysts, LLC | 232 | $47.0K | 0.00% | +80+52.6% | Added |
| Nemes Rush Group LLC | 231 | $47.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 233 | $48.0K | 0.00% | −153−39.6% | Reduced |
| South State Corp. | 236 | $48.6K | 0.00% | +27+12.9% | Added |
| Operose Advisors LLC | 240 | $49.4K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 250 | $51.5K | 0.03% | +250 | New |
| Glen Eagle Advisors, LLC | 253 | $52.1K | 0.01% | −172−40.5% | Reduced |
| Financial Management Professionals, Inc. | 264 | $54.0K | 0.01% | −31−10.5% | Reduced |
| DSM Capital Partners LLC | 274 | $56.4K | 0.00% | −98−26.3% | Reduced |
| EntryPoint Capital, LLC | 278 | $57.3K | 0.05% | −176−38.8% | Reduced |
| Perkins Coie Trust Co | 286 | $58.9K | 0.01% | −9−3.1% | Reduced |
| Dunhill Financial, LLC | 286 | $59.0K | 0.04% | +5+1.8% | Added |
| Trifecta Capital Advisors, LLC | 289 | $59.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 290 | $59.7K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $61.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 298 | $61.4K | 0.04% | +298 | New |
| Chelsea Counsel Co | 300 | $61.8K | 0.04% | −200−40.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 300 | $61.8K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $63.3K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $64.3K | 0.01% | +1+0.3% | Added |
| JJJ Advisors Inc. | 323 | $66.5K | 0.01% | +23+7.7% | Added |
| Arlington Trust Co LLC | 327 | $67.4K | 0.02% | −11−3.3% | Reduced |
| Webster Bank, N. A. | 328 | $67.6K | 0.01% | +31+10.4% | Added |
| Caldwell Sutter Capital, Inc. | 330 | $68.0K | 0.03% | +35+11.9% | Added |
| McClarren Financial Advisors, Inc. | 328 | $68.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 331 | $68.2K | 0.01% | +46+16.1% | Added |
| Transamerica Financial Advisors, Inc. | 331 | $69.0K | 0.01% | −1,273−79.4% | Reduced |
| Geneos Wealth Management Inc. | 335 | $69.0K | 0.00% | −8−2.3% | Reduced |
| Heritage Wealth Advisors | 341 | $70.2K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 355 | $73.1K | 0.06% | −88−19.9% | Reduced |
| Silvant Capital Management LLC | 358 | $73.7K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 379 | $76.5K | 0.05% | −4−1.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 374 | $77.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $78.3K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 382 | $78.7K | 0.00% | +149+63.9% | Added |
| Versant Capital Management, Inc | 384 | $79.1K | 0.02% | −8−2.0% | Reduced |
| Ancora Advisors, LLC | 395 | $81.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 398 | $82.0K | 0.02% | +72+22.1% | Added |
| MV Capital Management, Inc. | 398 | $82.0K | 0.01% | +7+1.8% | Added |
| Virtus Investment Advisers, Inc. | 404 | $83.2K | 0.06% | −43−9.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 410 | $84.5K | 0.04% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 416 | $84.8K | 0.03% | −868−67.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 413 | $85.1K | 0.16% | +355+612.1% | Added |
| Kozak & Associates, Inc. | 417 | $87.1K | 0.02% | +57+15.8% | Added |
| Pittenger & Anderson Inc | 429 | $88.4K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 437 | $90.0K | 0.02% | +75+20.7% | Added |
| Central Pacific Bank - Trust Division | 450 | $91.8K | 0.01% | +450 | New |
| Islay Capital Management, LLC | 450 | $92.7K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 453 | $93.3K | 0.04% | +2+0.4% | Added |
| Eagle Bay Advisors LLC | 458 | $94.3K | 0.06% | +17+3.9% | Added |
| Hilltop National Bank | 468 | $96.4K | 0.03% | +468 | New |
| Harbor Investment Advisory, LLC | 470 | $96.8K | 0.01% | +43+10.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 494 | $101.8K | 0.00% | −6,319−92.7% | Reduced |
| Sandy Spring Bank | 494 | $101.8K | 0.00% | +160+47.9% | Added |
| First Horizon Advisors, Inc. | 496 | $102.2K | 0.00% | −19−3.7% | Reduced |
| Continuum Advisory, LLC | 500 | $102.4K | 0.02% | −1,114−69.0% | Reduced |
| Union Savings Bank | 501 | $103.2K | 0.05% | 00.0% | Unchanged |