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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 2,428 | $500.1K | 0.13% | +2,428 | New |
| Kessler Investment Group, LLC | 2,426 | $499.7K | 0.31% | +885+57.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,422 | $499.0K | 0.02% | +2,284+1,655.1% | Added |
| Arkadios Wealth Advisors | 2,396 | $493.4K | 0.04% | +2+0.1% | Added |
| GeoWealth Management, LLC | 2,392 | $492.7K | 0.02% | +859+56.0% | Added |
| Penobscot Investment Management Company, Inc. | 2,377 | $489.6K | 0.05% | −355−13.0% | Reduced |
| WBI Investments | 2,372 | $488.6K | 0.10% | +2,372 | New |
| Stockman Wealth Management, Inc. | 2,371 | $488.4K | 0.09% | −139−5.5% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $485.9K | 0.26% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,349 | $483.9K | 0.03% | +2,349 | New |
| Ambassador Advisors, LLC | 2,343 | $482.5K | 0.09% | +322+15.9% | Added |
| Ledyard National Bank | 2,334 | $480.8K | 0.05% | −250−9.7% | Reduced |
| Tower Bridge Advisors | 2,329 | $479.7K | 0.05% | −200−7.9% | Reduced |
| Sigma Planning Corp | 2,327 | $479.4K | 0.02% | +2,327 | New |
| Vista Wealth Management Group, LLC | 2,327 | $479.3K | 0.04% | +1,035+80.1% | Added |
| Empirical Asset Management, LLC | 2,320 | $477.8K | 0.23% | +2,320 | New |
| Farther Finance Advisors, LLC | 2,339 | $476.9K | 0.03% | +871+59.3% | Added |
| Penserra Capital Management LLC | 2,313 | $476.0K | 0.01% | −2,159−48.3% | Reduced |
| Roble, Belko & Company, Inc | 2,306 | $475.0K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,306 | $475.0K | 0.04% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,293 | $472.3K | 0.47% | −1,375−37.5% | Reduced |
| Mutual Advisors, LLC | 2,285 | $470.7K | 0.02% | +30+1.3% | Added |
| Glenview Trust Co | 2,285 | $470.7K | 0.01% | +51+2.3% | Added |
| Drake & Associates, LLC | 2,281 | $469.8K | 0.17% | +35+1.6% | Added |
| Reynders McVeigh Capital Management, LLC | 2,270 | $468.0K | 0.03% | +170+8.1% | Added |
| Geller Advisors LLC | 2,267 | $467.0K | 0.04% | +42+1.9% | Added |
| Talisman Wealth Advisors LLC | 2,265 | $466.5K | 0.59% | −19−0.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,262 | $466.0K | 0.04% | −192−7.8% | Reduced |
| IFP Advisors, Inc | 2,260 | $465.5K | 0.02% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,323 | $464.1K | 0.17% | +2,323 | New |
| Opus Capital Group, LLC | 2,224 | $458.0K | 0.07% | −315−12.4% | Reduced |
| Quotient Wealth Partners, LLC | 2,218 | $456.9K | 0.02% | +312+16.4% | Added |
| Aaron Wealth Advisors | 2,184 | $449.9K | 0.06% | −176−7.5% | Reduced |
| Mairs & Power Inc | 2,178 | $448.6K | 0.00% | +19+0.9% | Added |
| Cynosure Management, LLC | 2,177 | $448.4K | 0.08% | +2,177 | New |
| Legacy Financial Advisors, Inc. | 2,173 | $447.6K | 0.08% | +198+10.0% | Added |
| David Loasby | 2,162 | $441.8K | 0.04% | +145+7.2% | Added |
| Patrick M Sweeney & Associates, Inc | 2,138 | $440.5K | 0.36% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,131 | $438.9K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,114 | $435.4K | 0.07% | +12+0.6% | Added |
| Bank of New Hampshire | 2,111 | $434.8K | 0.11% | −150−6.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,106 | $433.8K | 0.01% | +53+2.6% | Added |
| Gratus Wealth Advisors, LLC | 2,149 | $433.5K | 0.08% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2,103 | $433.1K | 0.03% | +419+24.9% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $432.6K | 0.13% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,094 | $431.3K | 0.09% | +303+16.9% | Added |
| Prosperity Consulting Group, LLC | 2,088 | $430.2K | 0.05% | +2,088 | New |
| Congress Asset Management Co | 2,087 | $429.9K | 0.00% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,117 | $428.6K | 0.20% | +346+19.5% | Added |
| Brookstone Capital Management | 2,070 | $426.5K | 0.01% | +43+2.1% | Added |
| Main Street Financial Solutions, LLC | 2,060 | $424.2K | 0.05% | +67+3.4% | Added |
| Tobam | 2,057 | $424.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 2,056 | $423.5K | 0.08% | −225−9.9% | Reduced |
| Carolinas Wealth Consulting LLC | 2,040 | $420.3K | 0.08% | +4+0.2% | Added |
| Mosley Wealth Management | 2,035 | $419.2K | 0.39% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,031 | $418.3K | 0.30% | +500+32.7% | Added |
| Scientech Research LLC | 2,007 | $413.4K | 0.22% | +2,007 | New |
| Kanawha Capital Management LLC | 1,996 | $411.1K | 0.03% | +43+2.2% | Added |
| S&CO Inc | 2,000 | $411.0K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,994 | $410.7K | 0.08% | +106+5.6% | Added |
| My Legacy Advisors, LLC | 1,984 | $408.7K | 0.14% | +375+23.3% | Added |
| Catalina Capital Group, LLC | 1,969 | $405.6K | 0.17% | +1,969 | New |
| Wallace Capital Management Inc. | 1,960 | $403.7K | 0.06% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,959 | $403.6K | 0.03% | +1,959 | New |
| Avantax Planning Partners, Inc. | 1,953 | $402.3K | 0.01% | +1,953 | New |
| Willow Creek Wealth Management Inc. | 1,948 | $401.2K | 0.05% | +9+0.5% | Added |
| Verus Capital Partners, LLC | 1,947 | $401.1K | 0.04% | −54−2.7% | Reduced |
| Journey Advisory Group, LLC | 1,920 | $395.5K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,913 | $394.0K | 0.01% | +92+5.1% | Added |
| CKW Financial Group | 1,930 | $394.0K | 0.05% | +3+0.2% | Added |
| Inceptionr LLC | 1,911 | $393.6K | 0.10% | +300+18.6% | Added |
| Capula Management Ltd | 1,904 | $392.2K | 0.01% | +1,904 | New |
| Mayflower Financial Advisors, LLC | 1,903 | $392.0K | 0.07% | +362+23.5% | Added |
| Cypress Capital Group | 1,894 | $390.1K | 0.05% | +8+0.4% | Added |
| Allstate Corp | 1,894 | $390.1K | 0.03% | −188−9.0% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $387.4K | 0.14% | 00.0% | Unchanged |
| Optas, LLC | 1,880 | $387.2K | 0.11% | +53+2.9% | Added |
| GLOBALT Investments LLC | 1,868 | $384.8K | 0.02% | −172−8.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,863 | $383.7K | 0.05% | −123−6.2% | Reduced |
| Hall Laurie J Trustee | 1,860 | $383.0K | 0.13% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,850 | $382.0K | 0.01% | +592+47.1% | Added |
| Abner Herrman & Brock LLC | 1,850 | $381.0K | 0.05% | −20−1.1% | Reduced |
| Gilbert & Cook, Inc. | 1,846 | $380.2K | 0.05% | −8−0.4% | Reduced |
| 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 |
| Westover Capital Advisors, LLC | 1,843 | $379.6K | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,831 | $377.2K | 0.08% | +2+0.1% | Added |
| Portfolio Design Labs, LLC | 1,829 | $376.7K | 0.13% | −4,106−69.2% | 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 |
| James Hambro & Partners | 1,819 | $374.5K | 0.02% | −826−31.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,812 | $373.2K | 0.03% | +1+0.1% | Added |
| Norris Perne & French LLP | 1,802 | $371.2K | 0.03% | +46+2.6% | Added |
| Dillon & Associates Inc | 1,800 | $371.0K | 0.06% | +300+20.0% | Added |
| Litman Gregory Asset Management LLC | 1,800 | $370.8K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,799 | $370.6K | 0.00% | +1,799 | New |
| Cassady Schiller Wealth Management, LLC | 1,798 | $370.4K | 0.17% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,797 | $370.2K | 0.09% | −1,313−42.2% | Reduced |
| Apriem Advisors | 1,786 | $367.9K | 0.05% | +1,786 | New |
| USA Financial Portformulas Corp | 1,779 | $366.4K | 0.06% | −6,150−77.6% | Reduced |