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 |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 502 | $103.3K | 0.07% | +99+24.6% | Added |
| Salomon & Ludwin, LLC | 512 | $105.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 513 | $105.6K | 0.06% | −29−5.4% | Reduced |
| Armstrong Advisory Group, Inc | 559 | $105.9K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 554 | $114.1K | 0.05% | −15−2.6% | Reduced |
| Rothschild Investment LLC | 590 | $121.5K | 0.01% | −55−8.5% | Reduced |
| Bogart Wealth, LLC | 590 | $121.6K | 0.01% | −36−5.8% | Reduced |
| Addison Advisors LLC | 597 | $123.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 609 | $125.0K | 0.01% | −403−39.8% | Reduced |
| Tompkins Financial Corp | 618 | $127.3K | 0.01% | −250−28.8% | Reduced |
| NBC Securities, Inc. | 622 | $128.0K | 0.01% | +18+3.0% | Added |
| Rosenberg Matthew Hamilton | 644 | $131.3K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 645 | $133.0K | 0.06% | +141+28.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 679 | $139.9K | 0.05% | +360+112.9% | Added |
| Washington Trust Advisors, Inc. | 683 | $140.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 693 | $142.7K | 0.00% | −275−28.4% | Reduced |
| Bruce G. Allen Investments, LLC | 706 | $145.4K | 0.12% | +66+10.3% | Added |
| Independence Bank of Kentucky | 739 | $152.2K | 0.05% | +44+6.3% | Added |
| Horizon Bancorp Inc | 798 | $164.0K | 0.08% | +149+23.0% | Added |
| St Germain D J Co Inc | 802 | $165.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 825 | $169.9K | 0.07% | +3+0.4% | Added |
| American National Bank | 854 | $175.9K | 0.02% | +808+1,756.5% | Added |
| Chilton Capital Management LLC | 861 | $177.3K | 0.01% | +31+3.7% | Added |
| Baldwin Brothers Inc | 875 | $180.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 902 | $185.8K | 0.03% | −8−0.9% | Reduced |
| New Covenant Trust Company, N.A. | 906 | $186.6K | 0.19% | +906 | New |
| Fortress Wealth Group, LLC | 984 | $201.5K | 0.11% | +984 | New |
| Reuter James Wealth Management, LLC | 979 | $201.7K | 0.14% | +979 | New |
| Wealthstream Advisors, Inc. | 979 | $201.7K | 0.08% | −446−31.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 980 | $201.9K | 0.05% | +980 | New |
| Associated Banc-Corp | 986 | $203.1K | 0.01% | +986 | New |
| BayBridge Capital Group, LLC | 1,015 | $204.4K | 0.18% | +1,015 | New |
| Summit Financial Group Inc | 993 | $204.5K | 0.07% | +993 | New |
| Soltis Investment Advisors LLC | 993 | $204.6K | 0.02% | +993 | New |
| Kingfisher Capital LLC | 995 | $205.0K | 0.05% | +995 | New |
| BSW Wealth Partners | 996 | $205.2K | 0.03% | −68−6.4% | Reduced |
| Financial Advisory Service, Inc. | 998 | $205.6K | 0.02% | +998 | New |
| Dudley Capital Management, LLC | 1,010 | $205.9K | 0.12% | +1,010 | New |
| Kornitzer Capital Management Inc | 1,000 | $206.0K | 0.00% | +1,000 | New |
| Richard P Slaughter Associates Inc | 1,000 | $206.0K | 0.05% | +1,000 | New |
| Bluesphere Advisors, LLC | 1,000 | $206.0K | 0.11% | +1,000 | New |
| Members Advisory Group LLC | 1,000 | $206.0K | 0.12% | +1,000 | New |
| R. W. Roge & Company, Inc. | 1,000 | $206.0K | 0.12% | +1,000 | New |
| Prairieview Wealth Partners, LLC | 1,003 | $206.6K | 0.19% | +1,003 | New |
| Alpha Family Trust | 1,005 | $207.0K | 0.13% | +1,005 | New |
| McGlone Suttner Wealth Management, Inc. | 1,005 | $207.0K | 0.04% | +25+2.6% | Added |
| Verdence Capital Advisors LLC | 1,007 | $207.4K | 0.02% | +1,007 | New |
| Harbour Investments, Inc. | 1,008 | $207.6K | 0.01% | +103+11.4% | Added |
| Riverwater Partners LLC | 1,008 | $207.6K | 0.15% | +1,008 | New |
| Asahi Life Asset Management Co., Ltd. | 1,010 | $208.0K | 0.12% | +1,010 | New |
| Colonial Trust Co | 1,015 | $209.1K | 0.04% | −187−15.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,063 | $209.7K | 0.08% | +1,063 | New |
| Means Investment Co., Inc. | 1,019 | $209.9K | 0.03% | +1,019 | New |
| Sunflower Bank, N.A. | 1,020 | $210.1K | 0.05% | +1,020 | New |
| Sabal Trust CO | 1,021 | $210.3K | 0.01% | +1,021 | New |
| Virtue Capital Management, LLC | 1,059 | $210.6K | 0.04% | −606−36.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,024 | $210.9K | 0.01% | +1,024 | New |
| Green Harvest Asset Management LLC | 1,025 | $211.1K | 0.01% | +1,025 | New |
| Bank of Nova Scotia Trust Co | 1,029 | $212.0K | 0.02% | +1,029 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,031 | $212.4K | 0.01% | −152−12.8% | Reduced |
| Grove Bank & Trust | 1,034 | $213.0K | 0.04% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,050 | $213.0K | 0.12% | −41−3.8% | Reduced |
| HMS Capital Management, LLC | 1,043 | $214.8K | 0.12% | +1,043 | New |
| Family Investment Center, Inc. | 1,047 | $215.7K | 0.07% | +1,047 | New |
| Pallas Capital Advisors LLC | 1,049 | $216.1K | 0.01% | +1,049 | New |
| Charter Oak Capital Management, LLC | 1,050 | $216.2K | 0.02% | +1,050 | New |
| Destination Wealth Management | 1,057 | $217.7K | 0.01% | −26−2.4% | Reduced |
| Whalerock Point Partners, LLC | 1,063 | $219.0K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,068 | $220.0K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,070 | $220.4K | 0.01% | +1,070 | New |
| Gryphon Financial Partners LLC | 1,073 | $221.0K | 0.04% | −54−4.8% | Reduced |
| Garde Capital, Inc. | 1,080 | $222.0K | 0.02% | −418−27.9% | Reduced |
| Simon Quick Advisors, LLC | 1,080 | $222.5K | 0.02% | +1,080 | New |
| Ariston Services Group | 1,084 | $223.3K | 0.21% | −18−1.6% | Reduced |
| Angeles Investment Advisors, LLC | 1,100 | $226.6K | 0.01% | +1,100 | New |
| nVerses Capital, LLC | 1,100 | $226.6K | 0.54% | +1,100 | New |
| Mount Yale Investment Advisors, LLC | 1,101 | $226.8K | 0.02% | −517−32.0% | Reduced |
| Warren Averett Asset Management, LLC | 1,105 | $227.6K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,108 | $228.2K | 0.02% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,110 | $228.6K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,110 | $228.6K | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,116 | $229.9K | 0.04% | +14+1.3% | Added |
| Daymark Wealth Partners, LLC | 1,116 | $229.9K | 0.01% | +1,116 | New |
| Beck Mack & Oliver LLC | 1,120 | $230.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,123 | $231.4K | 0.02% | +1,123 | New |
| Wealth Management Associates, Inc. | 1,099 | $231.6K | 0.11% | −82−6.9% | Reduced |
| Parkside Financial Bank & Trust | 1,133 | $233.4K | 0.04% | +73+6.9% | Added |
| Schulz Wealth, LTD. | 1,135 | $233.8K | 0.20% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,136 | $234.1K | 0.16% | +2+0.2% | Added |
| Lockerman Financial Group, Inc. | 1,138 | $234.4K | 0.45% | +1,138 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,145 | $235.7K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,149 | $236.6K | 0.01% | +1,149 | New |
| Austin Private Wealth, LLC | 1,166 | $237.3K | 0.03% | +1,166 | New |
| Blueprint Investment Partners LLC | 1,152 | $237.3K | 0.05% | +1,152 | New |
| Hollencrest Capital Management | 1,158 | $238.5K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,164 | $239.0K | 0.00% | −628−35.0% | Reduced |
| Paloma Partners Management Co | 1,166 | $240.2K | 0.03% | −979−45.6% | Reduced |
| Vicus Capital | 1,170 | $241.1K | 0.02% | +1,170 | New |
| Rockland Trust Co | 1,175 | $242.0K | 0.01% | −78−6.2% | Reduced |
| C M Bidwell & Associates Ltd | 1,180 | $243.1K | 0.17% | −2−0.2% | Reduced |