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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 4,444 | $915.3K | 0.23% | +9+0.2% | Added |
| Pearl River Capital, LLC | 4,460 | $918.7K | 0.15% | +4,460 | New |
| Summit Trail Advisors, LLC | 4,474 | $921.6K | 0.02% | +1,094+32.4% | Added |
| Capital Investment Advisors, LLC | 4,486 | $924.1K | 0.02% | −128−2.8% | Reduced |
| Lincoln National Corp | 4,503 | $927.6K | 0.01% | +435+10.7% | Added |
| Red Door Wealth Management, LLC | 4,538 | $934.7K | 0.18% | +599+15.2% | Added |
| Allred Capital Management, LLC | 4,558 | $938.8K | 0.37% | −38−0.8% | Reduced |
| Kathmere Capital Management, LLC | 4,576 | $942.6K | 0.11% | +658+16.8% | Added |
| West Family Investments, Inc. | 4,614 | $950.4K | 0.29% | +194+4.4% | Added |
| Nilsine Partners, LLC | 4,625 | $952.7K | 0.13% | −332−6.7% | Reduced |
| Manchester Capital Management LLC | 4,630 | $953.7K | 0.12% | −167−3.5% | Reduced |
| Integrated Advisors Network LLC | 4,648 | $957.3K | 0.05% | +8+0.2% | Added |
| Criterion Capital Advisors, LLC | 4,663 | $960.5K | 0.64% | −117−2.4% | Reduced |
| Jefferies Financial Group Inc. | 4,677 | $963.4K | 0.02% | −323−6.5% | Reduced |
| Beck Bode, LLC | 4,702 | $968.5K | 0.20% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,702 | $968.5K | 0.03% | +4,702 | New |
| Essex Investment Management Co LLC | 4,719 | $972.0K | 0.19% | −392−7.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,730 | $974.3K | 0.38% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,790 | $986.6K | 0.01% | −1,504−23.9% | Reduced |
| Global Retirement Partners, LLC | 4,802 | $989.2K | 0.04% | +3+0.1% | Added |
| Choate Investment Advisors | 4,860 | $1.00M | 0.03% | +3,252+202.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,860 | $1.00M | 0.11% | +89+1.9% | Added |
| TownSquare Capital, LLC | 4,887 | $1.01M | 0.01% | +2,145+78.2% | Added |
| Stephens Inc | 4,889 | $1.01M | 0.02% | +501+11.4% | Added |
| Douglas Lane & Associates, LLC | 4,897 | $1.01M | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,905 | $1.01M | 0.42% | +757+18.2% | Added |
| Boston Financial Mangement LLC | 4,924 | $1.01M | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 4,928 | $1.02M | 0.02% | +13+0.3% | Added |
| Cascade Financial Partners, LLC | 5,136 | $1.02M | 0.15% | +5,136 | New |
| Valeo Financial Advisors, LLC | 5,148 | $1.03M | 0.04% | +187+3.8% | Added |
| We Are One Seven, LLC | 5,070 | $1.04M | 0.05% | +363+7.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,075 | $1.05M | 0.08% | +3,061+152.0% | Added |
| Dorsey & Whitney Trust CO LLC | 5,085 | $1.05M | 0.07% | +256+5.3% | Added |
| Diversify Advisory Services, LLC | 5,141 | $1.05M | 0.06% | +5,141 | New |
| Lake Street Advisors Group, LLC | 5,136 | $1.06M | 0.05% | +98+1.9% | Added |
| West Paces Advisors Inc. | 5,144 | $1.06M | 0.28% | −513−9.1% | Reduced |
| Principal Securities, Inc. | 5,164 | $1.06M | 0.03% | +586+12.8% | Added |
| Charter Trust Co | 5,188 | $1.07M | 0.07% | +789+17.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $1.07M | 0.62% | 00.0% | Unchanged |
| Regents of the University of California | 5,200 | $1.07M | 0.31% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,232 | $1.08M | 0.20% | −146−2.7% | Reduced |
| Highview Capital Management LLC | 5,252 | $1.08M | 0.49% | −162−3.0% | Reduced |
| Personal Cfo Solutions, LLC | 5,300 | $1.09M | 0.17% | +430+8.8% | Added |
| AA Financial Advisors, LLC | 5,307 | $1.09M | 0.44% | +5,307 | New |
| Center For Asset Management LLC | 5,343 | $1.10M | 0.90% | −79−1.5% | Reduced |
| Dover Advisors, LLC | 5,394 | $1.11M | 0.76% | +5,394 | New |
| Morse Asset Management, Inc | 5,420 | $1.12M | 0.28% | +5,420 | New |
| Boltwood Capital Management | 5,494 | $1.13M | 0.35% | −50−0.9% | Reduced |
| CAPROCK Group, Inc. | 5,505 | $1.13M | 0.07% | +618+12.6% | Added |
| Knollwood Investment Advisory, LLC | 5,541 | $1.14M | 0.21% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,617 | $1.16M | 0.01% | −171−3.0% | Reduced |
| Perigon Wealth Management, LLC | 5,653 | $1.16M | 0.04% | +343+6.5% | Added |
| Meeder Advisory Services, Inc. | 5,676 | $1.17M | 0.12% | +276+5.1% | Added |
| Trust Asset Management LLC | 5,677 | $1.17M | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,681 | $1.17M | 0.04% | −155−2.7% | Reduced |
| Caitlin John, LLC | 5,687 | $1.17M | 0.89% | +786+16.0% | Added |
| Ironwood Investment Counsel, LLC | 5,700 | $1.17M | 0.21% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,705 | $1.18M | 0.73% | +64+1.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,774 | $1.19M | 0.38% | +58+1.0% | Added |
| Axq Capital, LP | 5,800 | $1.19M | 0.29% | +5,800 | New |
| Shell Asset Management Co | 5,710 | $1.20M | 0.05% | −146−2.5% | Reduced |
| NorthRock Partners, LLC | 5,884 | $1.21M | 0.05% | +100+1.7% | Added |
| Eqis Capital Management, Inc. | 5,887 | $1.21M | 0.10% | +732+14.2% | Added |
| Clark Capital Management Group, Inc. | 5,923 | $1.22M | 0.01% | +1,630+38.0% | Added |
| US Asset Management LLC | 5,937 | $1.22M | 1.10% | −80−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 5,944 | $1.22M | 0.18% | −270−4.3% | Reduced |
| Aries Wealth Management | 5,946 | $1.22M | 0.39% | +51+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 5,986 | $1.23M | 0.00% | 00.0% | Unchanged |
| Arden Trust Co | 5,998 | $1.24M | 0.17% | −631−9.5% | Reduced |
| Concord Asset Management, LLC | 6,026 | $1.24M | 0.33% | −10−0.2% | Reduced |
| Grey Street Capital, LLC | 6,035 | $1.24M | 0.17% | +6,035 | New |
| Peapack Gladstone Financial Corp | 6,057 | $1.25M | 0.02% | −28−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,083 | $1.25M | 0.18% | −28−0.5% | Reduced |
| AXS Investments LLC | 6,103 | $1.26M | 0.30% | −922−13.1% | Reduced |
| Concord Wealth Partners | 6,132 | $1.26M | 0.23% | −10−0.2% | Reduced |
| United Bank | 6,139 | $1.26M | 0.64% | +64+1.1% | Added |
| Norway Savings Bank | 6,166 | $1.27M | 0.53% | +350+6.0% | Added |
| Gries Financial LLC | 6,189 | $1.27M | 0.21% | −303−4.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,217 | $1.28M | 0.03% | +5+0.1% | Added |
| Exchange Bank | 6,239 | $1.29M | 1.06% | −29−0.5% | Reduced |
| DF Dent & Co Inc | 6,289 | $1.30M | 0.02% | +196+3.2% | Added |
| Parallel Advisors, LLC | 6,294 | $1.30M | 0.04% | +493+8.5% | Added |
| Citizens Financial Group Inc | 6,371 | $1.31M | 0.04% | −11−0.2% | Reduced |
| Elmwood Wealth Management, Inc. | 6,386 | $1.32M | 0.56% | +2,814+78.8% | Added |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.33M | 0.13% | −26−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 6,512 | $1.34M | 0.10% | +97+1.5% | Added |
| Venturi Wealth Management, LLC | 6,532 | $1.35M | 0.09% | +1,433+28.1% | Added |
| Wintrust Investments LLC | 6,610 | $1.36M | 0.12% | −128−1.9% | Reduced |
| Pinnacle Associates Ltd | 6,657 | $1.37M | 0.02% | −41−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 6,676 | $1.38M | 0.49% | +659+11.0% | Added |
| Smithfield Trust Co | 6,737 | $1.39M | 0.07% | +65+1.0% | Added |
| Wedmont Private Capital | 6,816 | $1.39M | 0.10% | +59+0.9% | Added |
| RCS Financial Planning, LLC | 6,905 | $1.42M | 0.88% | +10.0% | Added |
| LMCG Investments, LLC | 6,951 | $1.43M | 0.08% | −357−4.9% | Reduced |
| Fox Run Management, L.L.C. | 7,157 | $1.47M | 0.32% | +7,157 | New |
| Summit Financial, LLC | 7,192 | $1.48M | 0.09% | −173−2.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,194 | $1.48M | 0.02% | −100−1.4% | Reduced |
| Citizens & Northern Corp | 7,212 | $1.49M | 0.50% | +987+15.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,317 | $1.51M | 0.05% | +2,768+60.8% | Added |
| Balentine LLC | 7,348 | $1.51M | 0.05% | −3,088−29.6% | Reduced |