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 |
|---|---|---|---|---|---|
| Detalus Advisors, LLC | 1,541 | $317.4K | 0.11% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,542 | $317.6K | 0.04% | +1,542 | New |
| Acorn Creek Capital LLC | 1,549 | $319.1K | 0.20% | +30+2.0% | Added |
| Fielder Capital Group LLC | 1,551 | $319.4K | 0.14% | +1,551 | New |
| Cornerstone Advisory, LLC | 1,551 | $319.5K | 0.05% | +53+3.5% | Added |
| Veracity Capital LLC | 1,557 | $320.7K | 0.12% | +43+2.8% | Added |
| Deseret Mutual Benefit Administrators | 1,557 | $320.7K | 0.16% | −308−16.5% | Reduced |
| Davis R M Inc | 1,568 | $323.0K | 0.01% | −308−16.4% | Reduced |
| Carret Asset Management, LLC | 1,580 | $325.4K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $325.4K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,582 | $325.8K | 0.24% | +376+31.2% | Added |
| RFG Advisory, LLC | 1,583 | $326.1K | 0.01% | +243+18.1% | Added |
| Trust Co of Virginia | 1,585 | $326.5K | 0.03% | 00.0% | Unchanged |
| HTLF Bank | 1,601 | $329.8K | 0.04% | +134+9.1% | Added |
| Kovitz Investment Group Partners, LLC | 1,605 | $330.6K | 0.00% | +1,605 | New |
| Palisades Hudson Asset Management, L.P. | 1,607 | $331.0K | 0.15% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,607 | $331.0K | 0.20% | −712−30.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $331.4K | 0.18% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,609 | $331.5K | 0.02% | +8+0.5% | Added |
| Investment Partners, Ltd. | 1,617 | $333.0K | 0.15% | +2+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,621 | $333.9K | 0.04% | −8−0.5% | Reduced |
| Dechtman Wealth Management, LLC | 1,628 | $335.3K | 0.08% | +2+0.1% | Added |
| Park Place Capital Corp | 1,633 | $336.4K | 0.12% | −89−5.2% | Reduced |
| Israel Discount Bank of New York | 1,633 | $336.4K | 0.42% | −477−22.6% | Reduced |
| Motco | 1,636 | $337.0K | 0.02% | +1,632+40,800.0% | Added |
| Meridian Wealth Advisors, LLC | 1,637 | $337.1K | 0.06% | +2+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,643 | $338.4K | 0.08% | +1,185+258.7% | Added |
| EP Wealth Advisors, LLC | 1,658 | $341.5K | 0.00% | −45−2.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,682 | $346.5K | 0.18% | −71−4.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,686 | $347.3K | 0.04% | +113+7.2% | Added |
| Ewa, LLC | 1,699 | $349.3K | 0.16% | +9+0.5% | Added |
| MCF Advisors LLC | 1,699 | $350.0K | 0.03% | +5+0.3% | Added |
| Jarislowsky, Fraser Ltd | 1,700 | $350.2K | 0.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,708 | $351.8K | 0.01% | +508+42.3% | Added |
| Kinloch Capital, LLC | 1,710 | $352.2K | 0.18% | +28+1.7% | Added |
| L2 Asset Management, LLC | 1,712 | $352.6K | 0.12% | +120+7.5% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $355.3K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,734 | $357.0K | 0.07% | −6,226−78.2% | Reduced |
| Independent Advisor Alliance | 1,741 | $358.7K | 0.01% | +59+3.5% | Added |
| Moors & Cabot, Inc. | 1,745 | $359.5K | 0.02% | −284−14.0% | Reduced |
| Insigneo Advisory Services, LLC | 1,756 | $361.8K | 0.04% | +157+9.8% | Added |
| RDA Financial Network | 1,762 | $363.0K | 0.12% | +53+3.1% | Added |
| Mayport, LLC | 1,768 | $364.1K | 0.14% | +1,768 | New |
| New Hampshire Trust | 1,778 | $366.2K | 0.09% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,779 | $366.4K | 0.06% | −6,150−77.6% | Reduced |
| Apriem Advisors | 1,786 | $367.9K | 0.05% | +1,786 | New |
| Tyche Wealth Partners LLC | 1,797 | $370.2K | 0.09% | −1,313−42.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,798 | $370.4K | 0.17% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,799 | $370.6K | 0.00% | +1,799 | New |
| Litman Gregory Asset Management LLC | 1,800 | $370.8K | 0.03% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,800 | $371.0K | 0.06% | +300+20.0% | Added |
| Norris Perne & French LLP | 1,802 | $371.2K | 0.03% | +46+2.6% | Added |
| Cahaba Wealth Management, Inc. | 1,812 | $373.2K | 0.03% | +1+0.1% | Added |
| James Hambro & Partners | 1,819 | $374.5K | 0.02% | −826−31.2% | Reduced |
| Cambridge Trust Co | 1,825 | $375.9K | 0.01% | −81−4.2% | Reduced |
| Humankind Investments LLC | 1,825 | $375.9K | 0.10% | +119+7.0% | Added |
| Portfolio Design Labs, LLC | 1,829 | $376.7K | 0.13% | −4,106−69.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,831 | $377.2K | 0.08% | +2+0.1% | Added |
| Westover Capital Advisors, LLC | 1,843 | $379.6K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,844 | $379.8K | 0.04% | +68+3.8% | Added |
| Atomi Financial Group, Inc. | 1,844 | $379.8K | 0.04% | +262+16.6% | Added |
| Gilbert & Cook, Inc. | 1,846 | $380.2K | 0.05% | −8−0.4% | Reduced |
| Abner Herrman & Brock LLC | 1,850 | $381.0K | 0.05% | −20−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 1,850 | $382.0K | 0.01% | +592+47.1% | Added |
| Hall Laurie J Trustee | 1,860 | $383.0K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,863 | $383.7K | 0.05% | −123−6.2% | Reduced |
| GLOBALT Investments LLC | 1,868 | $384.8K | 0.02% | −172−8.4% | Reduced |
| Optas, LLC | 1,880 | $387.2K | 0.11% | +53+2.9% | Added |
| Acima Private Wealth, LLC | 1,881 | $387.4K | 0.14% | 00.0% | Unchanged |
| Allstate Corp | 1,894 | $390.1K | 0.03% | −188−9.0% | Reduced |
| Cypress Capital Group | 1,894 | $390.1K | 0.05% | +8+0.4% | Added |
| Mayflower Financial Advisors, LLC | 1,903 | $392.0K | 0.07% | +362+23.5% | Added |
| Capula Management Ltd | 1,904 | $392.2K | 0.01% | +1,904 | New |
| Inceptionr LLC | 1,911 | $393.6K | 0.10% | +300+18.6% | Added |
| CKW Financial Group | 1,930 | $394.0K | 0.05% | +3+0.2% | Added |
| Modera Wealth Management, LLC | 1,913 | $394.0K | 0.01% | +92+5.1% | Added |
| Journey Advisory Group, LLC | 1,920 | $395.5K | 0.05% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,947 | $401.1K | 0.04% | −54−2.7% | Reduced |
| Willow Creek Wealth Management Inc. | 1,948 | $401.2K | 0.05% | +9+0.5% | Added |
| Avantax Planning Partners, Inc. | 1,953 | $402.3K | 0.01% | +1,953 | New |
| Mirabella Financial Services LLP | 1,959 | $403.6K | 0.03% | +1,959 | New |
| Wallace Capital Management Inc. | 1,960 | $403.7K | 0.06% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,969 | $405.6K | 0.17% | +1,969 | New |
| My Legacy Advisors, LLC | 1,984 | $408.7K | 0.14% | +375+23.3% | Added |
| Aprio Wealth Management, LLC | 1,994 | $410.7K | 0.08% | +106+5.6% | Added |
| S&CO Inc | 2,000 | $411.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,996 | $411.1K | 0.03% | +43+2.2% | Added |
| Scientech Research LLC | 2,007 | $413.4K | 0.22% | +2,007 | New |
| Merrion Investment Management Co, LLC | 2,031 | $418.3K | 0.30% | +500+32.7% | Added |
| Mosley Wealth Management | 2,035 | $419.2K | 0.39% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,040 | $420.3K | 0.08% | +4+0.2% | Added |
| Core Alternative Capital | 2,056 | $423.5K | 0.08% | −225−9.9% | Reduced |
| Tobam | 2,057 | $424.0K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,060 | $424.2K | 0.05% | +67+3.4% | Added |
| Brookstone Capital Management | 2,070 | $426.5K | 0.01% | +43+2.1% | Added |
| Evernest Financial Advisors, LLC | 2,117 | $428.6K | 0.20% | +346+19.5% | Added |
| Congress Asset Management Co | 2,087 | $429.9K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,088 | $430.2K | 0.05% | +2,088 | New |
| GAMMA Investing LLC | 2,094 | $431.3K | 0.09% | +303+16.9% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $432.6K | 0.13% | 00.0% | Unchanged |