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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 7,442 | $1.53M | 0.23% | +2,026+37.4% | Added |
| Quest Partners LLC | 7,449 | $1.53M | 0.27% | +3,977+114.5% | Added |
| Matrix Trust Co | 7,459 | $1.54M | 0.35% | +7,459 | New |
| Clearstead Advisors, LLC | 7,503 | $1.54M | 0.08% | +48+0.6% | Added |
| Profund Advisors LLC | 7,572 | $1.56M | 0.06% | +938+14.1% | Added |
| Relyea Zuckerberg Hanson LLC | 7,605 | $1.57M | 0.27% | −389−4.9% | Reduced |
| Wimmer Associates 1, LLC | 7,610 | $1.57M | 0.82% | +150+2.0% | Added |
| Chesley Taft & Associates LLC | 7,615 | $1.57M | 0.08% | −45−0.6% | Reduced |
| Missouri Trust & Investment Co | 7,636 | $1.57M | 0.61% | −412−5.1% | Reduced |
| Adviser Investments LLC | 7,659 | $1.58M | 0.02% | −202−2.6% | Reduced |
| Ballentine Partners, LLC | 7,719 | $1.59M | 0.03% | −69−0.9% | Reduced |
| IAM Advisory, LLC | 7,727 | $1.59M | 0.44% | +7,727 | New |
| Lantz Financial LLC | 7,736 | $1.59M | 0.51% | +36+0.5% | Added |
| TCTC Holdings, LLC | 7,738 | $1.59M | 0.05% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 7,808 | $1.61M | 0.13% | +7,808 | New |
| Congress Wealth Management LLC | 7,893 | $1.63M | 0.03% | +1,447+22.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 7,922 | $1.63M | 0.29% | −34,314−81.2% | Reduced |
| Credential Qtrade Securities Inc. | 7,971 | $1.64M | 0.09% | +5,258+193.8% | Added |
| LS Investment Advisors, LLC | 8,005 | $1.65M | 0.26% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,036 | $1.66M | 0.16% | +8,036 | New |
| Syon Capital LLC | 8,055 | $1.66M | 0.16% | +291+3.7% | Added |
| Advisory Services Network, LLC | 8,066 | $1.66M | 0.04% | −3,614−30.9% | Reduced |
| First Manhattan Co | 8,109 | $1.68M | 0.01% | +774+10.6% | Added |
| TD Private Client Wealth LLC | 8,245 | $1.70M | 0.06% | +730+9.7% | Added |
| Qtron Investments LLC | 8,378 | $1.73M | 0.24% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,411 | $1.73M | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 8,420 | $1.73M | 0.10% | −1,286−13.2% | Reduced |
| Anthracite Investment Company, Inc. | 8,424 | $1.74M | 0.87% | +8,424 | New |
| Atria Wealth Solutions, Inc. | 8,492 | $1.75M | 0.02% | +2,181+34.6% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.76M | 0.13% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 8,566 | $1.76M | 0.45% | +320+3.9% | Added |
| Fiduciary Trust Co | 8,636 | $1.78M | 0.03% | −436−4.8% | Reduced |
| Savant Capital, LLC | 8,648 | $1.78M | 0.02% | −1,151−11.7% | Reduced |
| Wealth Alliance | 8,655 | $1.78M | 0.23% | −267−3.0% | Reduced |
| RMR Wealth Builders | 8,674 | $1.79M | 0.22% | −180−2.0% | Reduced |
| First National Trust Co | 8,707 | $1.79M | 0.07% | −412−4.5% | Reduced |
| Groupama Asset Managment | 4,400 | $1.80M | 0.03% | −5,936−57.4% | Reduced |
| PFG Advisors | 8,724 | $1.80M | 0.13% | +876+11.2% | Added |
| Suncoast Equity Management | 8,758 | $1.80M | 0.21% | +713+8.9% | Added |
| Quadrant Capital Group LLC | 8,816 | $1.82M | 0.14% | −198−2.2% | Reduced |
| Evercore Wealth Management, LLC | 8,819 | $1.82M | 0.03% | −71−0.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 8,824 | $1.82M | 0.13% | +8,824 | New |
| Resources Investment Advisors, LLC. | 8,831 | $1.82M | 0.03% | +184+2.1% | Added |
| Wealthcare Advisory Partners LLC | 8,841 | $1.82M | 0.06% | +96+1.1% | Added |
| Ritholtz Wealth Management | 8,902 | $1.83M | 0.06% | +588+7.1% | Added |
| Cary Street Partners Asset Management LLC | 8,929 | $1.84M | 0.29% | −40.0% | Reduced |
| Signaturefd, LLC | 8,971 | $1.85M | 0.04% | −246−2.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,974 | $1.85M | 0.07% | −100−1.1% | Reduced |
| Pensionfund Sabic | 9,000 | $1.85M | 0.55% | −700−7.2% | Reduced |
| Belpointe Asset Management LLC | 9,031 | $1.86M | 0.14% | −531−5.6% | Reduced |
| Coldstream Capital Management Inc | 9,084 | $1.87M | 0.05% | +869+10.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,122 | $1.88M | 0.08% | −11,332−55.4% | Reduced |
| L & S Advisors Inc | 9,157 | $1.89M | 0.21% | −3,265−26.3% | Reduced |
| HB Wealth Management, LLC | 9,160 | $1.89M | 0.02% | +1,079+13.4% | Added |
| Nebula Research & Development LLC | 9,182 | $1.89M | 0.41% | +9,182 | New |
| Moneta Group Investment Advisors LLC | 9,197 | $1.89M | 0.03% | −45−0.5% | Reduced |
| Vise Technologies, Inc. | 9,229 | $1.90M | 0.37% | +269+3.0% | Added |
| Beverly Hills Private Wealth, LLC | 9,255 | $1.91M | 0.44% | −622−6.3% | Reduced |
| Courier Capital LLC | 9,402 | $1.94M | 0.14% | −216−2.2% | Reduced |
| Grimes & Company, Inc. | 9,444 | $1.95M | 0.06% | −33−0.3% | Reduced |
| Enterprise Bank & Trust Co | 9,618 | $1.98M | 0.68% | −393−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 9,651 | $1.99M | 0.05% | +8,479+723.5% | Added |
| Tealwood Asset Management Inc | 9,665 | $1.99M | 0.90% | −11−0.1% | Reduced |
| Chatham Capital Group, Inc. | 9,710 | $2.00M | 0.37% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,756 | $2.01M | 0.05% | +85+0.9% | Added |
| Vectors Research Management, LLC | 9,843 | $2.03M | 0.57% | −530−5.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,855 | $2.03M | 0.58% | +68+0.7% | Added |
| Everence Capital Management Inc | 9,860 | $2.03M | 0.13% | −2,140−17.8% | Reduced |
| Greenleaf Trust | 9,915 | $2.04M | 0.02% | +143+1.5% | Added |
| Hills Bank & Trust Co | 9,935 | $2.05M | 0.17% | −111−1.1% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.06M | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,047 | $2.07M | 0.05% | +510+5.3% | Added |
| Front Row Advisors LLC | 10,209 | $2.10M | 0.78% | +129+1.3% | Added |
| Venture Visionary Partners LLC | 10,218 | $2.10M | 0.10% | −71−0.7% | Reduced |
| Veriti Management LLC | 10,261 | $2.11M | 0.16% | +739+7.8% | Added |
| TKG Advisors, LLC | 10,445 | $2.15M | 1.20% | +10,445 | New |
| Delap Wealth Advisory, LLC | 10,490 | $2.16M | 0.87% | −8,972−46.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.16M | 1.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,560 | $2.18M | 0.17% | +732+7.4% | Added |
| Raymond James Trust N.A. | 10,572 | $2.18M | 0.05% | +443+4.4% | Added |
| Girard Partners Ltd. | 10,587 | $2.18M | 0.21% | −365−3.3% | Reduced |
| Wetherby Asset Management Inc | 10,667 | $2.20M | 0.10% | −46−0.4% | Reduced |
| Brighton Jones LLC | 10,668 | $2.20M | 0.08% | +1,268+13.5% | Added |
| Hamilton Capital Partners Inc. | 10,720 | $2.21M | 0.27% | +8,920+495.6% | Added |
| Te Ahumairangi Investment Management Ltd | 10,759 | $2.22M | 0.39% | −765−6.6% | Reduced |
| iA Global Asset Management Inc. | 10,818 | $2.23M | 0.05% | −751−6.5% | Reduced |
| Tiaa Trust, National Association | 11,032 | $2.27M | 0.01% | −306−2.7% | Reduced |
| Horizon Investments, LLC | 11,125 | $2.28M | 0.06% | +169+1.5% | Added |
| TCW Group Inc | 11,088 | $2.28M | 0.02% | −1,147−9.4% | Reduced |
| HighPoint Advisor Group LLC | 11,124 | $2.29M | 0.16% | −606−5.2% | Reduced |
| Howland Capital Management LLC | 11,193 | $2.31M | 0.11% | −200−1.8% | Reduced |
| UniSuper Management Pty Ltd | 11,198 | $2.31M | 0.02% | +7,258+184.2% | Added |
| Two Sigma Advisers, LP | 11,300 | $2.33M | 0.01% | −7,000−38.3% | Reduced |
| Icon Advisers Inc | 11,500 | $2.34M | 0.51% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 11,566 | $2.38M | 0.15% | +4,584+65.7% | Added |
| Tokio Marine Asset Management Co Ltd | 11,594 | $2.39M | 0.12% | +878+8.2% | Added |
| Capital Asset Advisory Services LLC | 11,643 | $2.39M | 0.14% | +878+8.2% | Added |
| CIBC World Markets Inc. | 11,700 | $2.41M | 0.01% | −278−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,733 | $2.42M | 0.01% | +2,055+21.2% | Added |
| Heritage Trust Co | 11,743 | $2.42M | 0.32% | −379−3.1% | Reduced |