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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 2,103 | $433.1K | 0.03% | +419+24.9% | Added |
| Gratus Wealth Advisors, LLC | 2,149 | $433.5K | 0.08% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,106 | $433.8K | 0.01% | +53+2.6% | Added |
| Bank of New Hampshire | 2,111 | $434.8K | 0.11% | −150−6.6% | Reduced |
| D'Orazio & Associates, Inc. | 2,114 | $435.4K | 0.07% | +12+0.6% | Added |
| Parsons Capital Management Inc | 2,131 | $438.9K | 0.03% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,138 | $440.5K | 0.36% | 00.0% | Unchanged |
| David Loasby | 2,162 | $441.8K | 0.04% | +145+7.2% | Added |
| Legacy Financial Advisors, Inc. | 2,173 | $447.6K | 0.08% | +198+10.0% | Added |
| Cynosure Management, LLC | 2,177 | $448.4K | 0.08% | +2,177 | New |
| Mairs & Power Inc | 2,178 | $448.6K | 0.00% | +19+0.9% | Added |
| Aaron Wealth Advisors | 2,184 | $449.9K | 0.06% | −176−7.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,218 | $456.9K | 0.02% | +312+16.4% | Added |
| Opus Capital Group, LLC | 2,224 | $458.0K | 0.07% | −315−12.4% | Reduced |
| TFB Advisors LLC | 2,323 | $464.1K | 0.17% | +2,323 | New |
| IFP Advisors, Inc | 2,260 | $465.5K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,262 | $466.0K | 0.04% | −192−7.8% | Reduced |
| Talisman Wealth Advisors LLC | 2,265 | $466.5K | 0.59% | −19−0.8% | Reduced |
| Geller Advisors LLC | 2,267 | $467.0K | 0.04% | +42+1.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,270 | $468.0K | 0.03% | +170+8.1% | Added |
| Drake & Associates, LLC | 2,281 | $469.8K | 0.17% | +35+1.6% | Added |
| Glenview Trust Co | 2,285 | $470.7K | 0.01% | +51+2.3% | Added |
| Mutual Advisors, LLC | 2,285 | $470.7K | 0.02% | +30+1.3% | Added |
| Chesapeake Asset Management LLC | 2,293 | $472.3K | 0.47% | −1,375−37.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,306 | $475.0K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,306 | $475.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,313 | $476.0K | 0.01% | −2,159−48.3% | Reduced |
| Farther Finance Advisors, LLC | 2,339 | $476.9K | 0.03% | +871+59.3% | Added |
| Empirical Asset Management, LLC | 2,320 | $477.8K | 0.23% | +2,320 | New |
| Vista Wealth Management Group, LLC | 2,327 | $479.3K | 0.04% | +1,035+80.1% | Added |
| Sigma Planning Corp | 2,327 | $479.4K | 0.02% | +2,327 | New |
| Tower Bridge Advisors | 2,329 | $479.7K | 0.05% | −200−7.9% | Reduced |
| Ledyard National Bank | 2,334 | $480.8K | 0.05% | −250−9.7% | Reduced |
| Ambassador Advisors, LLC | 2,343 | $482.5K | 0.09% | +322+15.9% | Added |
| PFG Investments, LLC | 2,349 | $483.9K | 0.03% | +2,349 | New |
| Powell Investment Advisors, LLC | 2,359 | $485.9K | 0.26% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,371 | $488.4K | 0.09% | −139−5.5% | Reduced |
| WBI Investments | 2,372 | $488.6K | 0.10% | +2,372 | New |
| Penobscot Investment Management Company, Inc. | 2,377 | $489.6K | 0.05% | −355−13.0% | Reduced |
| GeoWealth Management, LLC | 2,392 | $492.7K | 0.02% | +859+56.0% | Added |
| Arkadios Wealth Advisors | 2,396 | $493.4K | 0.04% | +2+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,422 | $499.0K | 0.02% | +2,284+1,655.1% | Added |
| Kessler Investment Group, LLC | 2,426 | $499.7K | 0.31% | +885+57.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,428 | $500.1K | 0.13% | +2,428 | New |
| Gladstone Institutional Advisory LLC | 2,430 | $500.6K | 0.03% | −558−18.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,431 | $500.7K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $501.8K | 0.29% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $504.0K | 0.06% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,453 | $505.3K | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,456 | $505.9K | 0.01% | +2+0.1% | Added |
| Essex Financial Services, Inc. | 2,477 | $510.3K | 0.05% | +126+5.4% | Added |
| Broderick Brian C | 2,500 | $515.0K | 0.11% | +2,500 | New |
| PDS Planning, Inc | 2,538 | $522.8K | 0.05% | +348+15.9% | Added |
| Pure Financial Advisors, Inc. | 2,554 | $526.1K | 0.02% | +63+2.5% | Added |
| Northeast Financial Consultants Inc | 2,560 | $527.3K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,572 | $529.8K | 0.02% | +74+3.0% | Added |
| Legacy Capital Group California, Inc. | 2,574 | $530.2K | 0.20% | −44−1.7% | Reduced |
| Forum Financial Management, LP | 2,574 | $530.2K | 0.01% | +24+0.9% | Added |
| C2C Wealth Management, LLC | 2,580 | $531.4K | 0.53% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,595 | $534.5K | 0.01% | +871+50.5% | Added |
| AE Wealth Management LLC | 2,596 | $534.6K | 0.01% | −5,584−68.3% | Reduced |
| IHT Wealth Management, LLC | 2,603 | $536.2K | 0.02% | −204−7.3% | Reduced |
| Capital Advisors Inc | 2,612 | $538.0K | 0.01% | 00.0% | Unchanged |
| Boston Research & Management Inc | 2,620 | $539.0K | 0.13% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,622 | $540.0K | 0.25% | −205−7.3% | Reduced |
| REDW Wealth LLC | 2,637 | $543.2K | 0.15% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,648 | $545.4K | 0.02% | +840+46.5% | Added |
| Level Four Advisory Services, LLC | 2,935 | $556.2K | 0.03% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,703 | $556.7K | 0.12% | +2,703 | New |
| Fluent Financial, LLC | 2,703 | $556.8K | 0.31% | +21+0.8% | Added |
| Sonnipe Ltd | 2,705 | $557.2K | 0.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,710 | $558.3K | 0.11% | −197−6.8% | Reduced |
| Journey Strategic Wealth LLC | 2,747 | $565.7K | 0.03% | +578+26.6% | Added |
| Trust Co of Toledo NA | 2,754 | $567.3K | 0.09% | +508+22.6% | Added |
| Florida Financial Advisors, LLC | 2,758 | $568.2K | 0.42% | −54−1.9% | Reduced |
| Meritas Wealth Management, LLC | 2,771 | $570.8K | 0.40% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,798 | $576.3K | 0.02% | +7+0.3% | Added |
| Montag A & Associates Inc | 2,800 | $576.7K | 0.03% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 2,809 | $578.6K | 0.13% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,813 | $579.4K | 0.29% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,817 | $580.3K | 0.01% | −210−6.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,835 | $583.7K | 0.02% | −4,452−61.1% | Reduced |
| Sentry Investment Management LLC | 2,837 | $584.0K | 0.23% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,847 | $586.4K | 0.07% | +452+18.9% | Added |
| Kearns & Associates LLC | 2,860 | $589.1K | 0.46% | 00.0% | Unchanged |
| Strid Group, LLC | 2,873 | $591.8K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,883 | $593.8K | 0.17% | +22+0.8% | Added |
| X-Square Capital, LLC | 2,906 | $599.0K | 0.28% | +121+4.3% | Added |
| Bryn Mawr Trust Co | 2,917 | $600.8K | 0.02% | +2,917 | New |
| Proficio Capital Partners LLC | 2,923 | $602.0K | 0.07% | +37+1.3% | Added |
| Archvest Wealth Advisors, Inc. | 2,987 | $609.0K | 0.43% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,201 | $609.1K | 0.02% | +591+22.6% | Added |
| Sweet Financial Partners, LLC | 2,967 | $611.2K | 0.14% | −6,680−69.2% | Reduced |
| 9258 Wealth Management, LLC | 2,969 | $611.6K | 0.10% | +2+0.1% | Added |
| Cito Capital Group, LLC | 3,000 | $618.0K | 0.25% | +3,000 | New |
| Stratos Wealth Partners, LTD. | 3,013 | $620.8K | 0.01% | −801−21.0% | Reduced |
| Sage Mountain Advisors LLC | 3,025 | $623.1K | 0.06% | −77−2.5% | Reduced |
| North Star Asset Management Inc | 3,030 | $624.1K | 0.03% | +14+0.5% | Added |
| Chilton Investment Co LLC | 3,032 | $624.5K | 0.02% | +63+2.1% | Added |
| Steward Partners Investment Solutions, LLC | 3,034 | $624.9K | 0.11% | +35+1.2% | Added |