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 |
|---|---|---|---|---|---|
| Spirepoint Private Client, LLC | 3,058 | $629.9K | 0.10% | +3,058 | New |
| Sanibel Captiva Trust Company, Inc. | 3,062 | $630.7K | 0.02% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,062 | $631.0K | 0.19% | 00.0% | Unchanged |
| Baader Bank INC | 3,070 | $632.4K | 0.05% | −59−1.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,074 | $633.2K | 0.23% | −188−5.8% | Reduced |
| Founders Financial Securities LLC | 3,103 | $639.2K | 0.07% | +187+6.4% | Added |
| Waldron Private Wealth LLC | 3,106 | $639.8K | 0.03% | +10.0% | Added |
| Defined Wealth Management, LLC | 3,115 | $641.6K | 0.46% | −3−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,116 | $641.8K | 0.04% | +290+10.3% | Added |
| Bill Few Associates, Inc. | 3,150 | $648.8K | 0.26% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,155 | $649.9K | 0.13% | −37−1.2% | Reduced |
| WestHill Financial Advisors, Inc. | 3,163 | $651.5K | 0.16% | +2,013+175.0% | Added |
| Waller Financial Planning Group, Inc | 3,168 | $652.5K | 0.17% | +11+0.3% | Added |
| Amplius Wealth Advisors, LLC | 3,173 | $653.6K | 0.07% | −473−13.0% | Reduced |
| Leavell Investment Management, Inc. | 3,175 | $654.0K | 0.04% | +17+0.5% | Added |
| Duncker Streett & Co Inc | 3,200 | $659.1K | 0.13% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,224 | $664.1K | 0.04% | −191−5.6% | Reduced |
| Smartleaf Asset Management LLC | 3,243 | $666.8K | 0.13% | +844+35.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $668.2K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $669.4K | 0.09% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,259 | $671.0K | 0.09% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,273 | $674.2K | 0.22% | −96−2.8% | Reduced |
| Empower Advisory Group, LLC | 3,297 | $679.2K | 0.00% | +12+0.4% | Added |
| Hilltop Holdings Inc. | 3,348 | $689.6K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 3,351 | $690.3K | 0.00% | +2,202+191.6% | Added |
| SRB Corp | 3,401 | $700.5K | 0.04% | +3,401 | New |
| Strategic Blueprint, LLC | 3,411 | $702.6K | 0.05% | +54+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,438 | $708.1K | 0.05% | −588−14.6% | Reduced |
| Graypoint LLC | 3,438 | $708.2K | 0.05% | +35+1.0% | Added |
| Mma Asset Management LLC | 3,495 | $711.5K | 0.33% | +3,495 | New |
| Skopos Labs, Inc. | 3,499 | $713.4K | 0.31% | +211+6.4% | Added |
| Caldwell Trust Co | 3,471 | $715.0K | 0.08% | −31−0.9% | Reduced |
| Financial Advocates Investment Management | 3,480 | $716.8K | 0.04% | +245+7.6% | Added |
| Noesis Capital Mangement Corp | 3,500 | $720.9K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $720.9K | 0.26% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 3,500 | $720.9K | 0.16% | +3,500 | New |
| Cullen/Frost Bankers, Inc. | 3,536 | $728.3K | 0.01% | −58−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,545 | $730.2K | 0.06% | +3,545 | New |
| NorthStar Asset Management LLC | 3,600 | $741.5K | 0.56% | +627+21.1% | Added |
| Vista Investment Partners LLC | 3,600 | $741.5K | 0.25% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,623 | $746.3K | 0.05% | −166−4.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,624 | $746.5K | 0.09% | −44−1.2% | Reduced |
| Conning Inc. | 3,638 | $749.4K | 0.02% | −90−2.4% | Reduced |
| Proequities, Inc. | 3,654 | $752.6K | 0.05% | +865+31.0% | Added |
| Ostrum Asset Management | 3,657 | $753.3K | 0.06% | +1,417+63.3% | Added |
| Benjamin Edwards Inc | 3,664 | $755.0K | 0.15% | +1,681+84.8% | Added |
| Shira Ridge Wealth Management | 3,669 | $755.7K | 0.43% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,674 | $757.0K | 0.01% | +589+19.1% | Added |
| Hutchinson Capital Management | 3,676 | $757.2K | 0.15% | +6+0.2% | Added |
| Louisbourg Investments Inc. | 4,911 | $759.3K | 0.21% | −13−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 3,689 | $759.9K | 0.01% | +3,689 | New |
| ISAM Funds (UK) Ltd | 3,689 | $759.9K | 0.44% | +3,689 | New |
| Northwest Bank & Trust Co | 3,818 | $761.4K | 0.70% | −14−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,724 | $767.1K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 3,728 | $767.9K | 0.05% | −16−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,813 | $768.1K | 0.01% | −628−14.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,749 | $772.2K | 0.16% | −142−3.6% | Reduced |
| Two Sigma Securities, LLC | 3,749 | $772.2K | 0.04% | +3,749 | New |
| Westpac Banking Corp | 3,775 | $777.6K | 0.06% | +7+0.2% | Added |
| Gateway Investment Advisers LLC | 3,787 | $780.0K | 0.01% | −190−4.8% | Reduced |
| VeraBank, N.A. | 3,790 | $780.7K | 0.24% | −6−0.2% | Reduced |
| Quadcap Wealth Management, LLC | 3,792 | $781.1K | 0.18% | −313−7.6% | Reduced |
| Csenge Advisory Group | 3,809 | $784.6K | 0.04% | +132+3.6% | Added |
| Prime Capital Investment Advisors, LLC | 3,850 | $793.0K | 0.01% | +143+3.9% | Added |
| TrinityPoint Wealth, LLC | 3,874 | $797.9K | 0.13% | −36−0.9% | Reduced |
| Clarius Group, LLC | 3,887 | $800.6K | 0.06% | −573−12.8% | Reduced |
| Brevan Howard Capital Management LP | 3,897 | $802.7K | 0.07% | −1,222−23.9% | Reduced |
| Waypoint Capital Advisors, LLC | 3,912 | $805.8K | 0.21% | +15+0.4% | Added |
| Trust Point Inc. | 3,917 | $806.8K | 0.06% | −1,279−24.6% | Reduced |
| Nicolet Bankshares Inc | 3,917 | $806.8K | 0.20% | +23+0.6% | Added |
| Dakota Wealth Management | 3,930 | $809.6K | 0.02% | −58−1.5% | Reduced |
| Fiducient Advisors LLC | 3,936 | $810.7K | 0.16% | −925−19.0% | Reduced |
| Financial Counselors Inc | 3,985 | $820.8K | 0.01% | +145+3.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,991 | $822.1K | 0.09% | −782−16.4% | Reduced |
| Wedbush Securities Inc | 4,005 | $825.0K | 0.03% | +2,012+101.0% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $829.7K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,053 | $834.8K | 0.01% | −117−2.8% | Reduced |
| GM Advisory Group, Inc. | 4,058 | $835.9K | 0.06% | +47+1.2% | Added |
| ASB Consultores, LLC | 4,063 | $836.9K | 0.22% | +2,823+227.7% | Added |
| Fortis Capital Advisors, LLC | 4,164 | $857.7K | 0.36% | +3,079+283.8% | Added |
| Warther Private Wealth, LLC | 4,169 | $858.7K | 0.38% | +4,169 | New |
| Western Wealth Management, LLC | 4,179 | $860.8K | 0.07% | +137+3.4% | Added |
| Fulton Bank, N.A. | 4,179 | $860.8K | 0.04% | −95−2.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,180 | $861.0K | 0.05% | +4,180 | New |
| Versor Investments LP | 4,200 | $865.1K | 0.17% | −3,103−42.5% | Reduced |
| SRN Advisors, LLC | 4,205 | $866.1K | 0.68% | +204+5.1% | Added |
| AMG National Trust Bank | 4,214 | $868.0K | 0.03% | +438+11.6% | Added |
| Symmetry Partners, LLC | 4,218 | $869.0K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 4,222 | $869.7K | 0.02% | −348−7.6% | Reduced |
| Genesee Capital Advisors, LLC | 4,231 | $871.5K | 0.48% | +4,231 | New |
| Schechter Investment Advisors, LLC | 4,252 | $875.9K | 0.07% | +146+3.6% | Added |
| Concurrent Investment Advisors, LLC | 4,278 | $881.1K | 0.04% | +415+10.7% | Added |
| Advance Capital Management, Inc. | 4,292 | $884.1K | 0.06% | −6−0.1% | Reduced |
| SFMG, LLC | 4,326 | $891.1K | 0.08% | +14+0.3% | Added |
| JGP Wealth Management, LLC | 4,332 | $892.3K | 0.13% | −146−3.3% | Reduced |
| Moloney Securities Asset Management, LLC | 4,375 | $901.1K | 0.14% | −67−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,524 | $902.2K | 0.07% | +312+7.4% | Added |
| Oppenheimer & Co Inc | 4,380 | $902.2K | 0.01% | −53−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 4,382 | $902.5K | 0.05% | +80+1.9% | Added |
| Marshall Financial Group LLC | 4,428 | $912.1K | 0.26% | +435+10.9% | Added |