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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 146,271 | $30.1M | 0.27% | −27,030−15.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 143,431 | $29.5M | 0.33% | +728+0.5% | Added |
| Cumberland Partners Ltd | 142,911 | $29.4M | 2.14% | −565−0.4% | Reduced |
| State of Michigan Retirement System | 142,875 | $29.4M | 0.16% | −200−0.1% | Reduced |
| Macquarie Group Ltd | 142,216 | $29.3M | 0.03% | −74,463−34.4% | Reduced |
| Arizona State Retirement System | 141,495 | $29.1M | 0.20% | +2,525+1.8% | Added |
| Prio Wealth Limited Partnership | 139,594 | $28.8M | 0.83% | +14,875+11.9% | Added |
| Guggenheim Capital LLC | 139,371 | $28.7M | 0.20% | +3,627+2.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 137,200 | $28.3M | 0.34% | +59,200+75.9% | Added |
| Xponance, Inc. | 135,919 | $28.0M | 0.29% | +2,154+1.6% | Added |
| Neuberger Berman Group LLC | 133,271 | $27.5M | 0.02% | −891−0.7% | Reduced |
| EULAV Asset Management | 132,000 | $27.2M | 0.75% | 00.0% | Unchanged |
| MetLife Investment Management | 131,656 | $27.1M | 0.18% | −4,419−3.2% | Reduced |
| Stock Yards Bank & Trust Co | 130,422 | $26.9M | 0.89% | −1,479−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 136,371 | $26.8M | 0.19% | +7,010+5.4% | Added |
| Formuepleje A/S | 129,582 | $26.7M | 1.51% | −414−0.3% | Reduced |
| Man Group plc | 128,087 | $26.4M | 0.07% | −220,992−63.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 126,449 | $26.0M | 0.49% | −10,137−7.4% | Reduced |
| CIBC World Markets Corp | 124,924 | $25.7M | 0.17% | −4,062−3.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 119,082 | $24.5M | 0.56% | −27,145−18.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 118,414 | $24.4M | 2.44% | −5,721−4.6% | Reduced |
| Susquehanna International Group, LLP | 118,174 | $24.3M | 0.04% | −16,331−12.1% | Reduced |
| Varma Mutual Pension Insurance Co | 117,300 | $24.2M | 0.21% | +97,400+489.4% | Added |
| Wafra Inc. | 115,722 | $23.8M | 1.25% | 00.0% | Unchanged |
| Martingale Asset Management L P | 113,535 | $23.4M | 0.47% | −3,245−2.8% | Reduced |
| AMF Pensionsforsakring AB | 113,181 | $23.3M | 0.18% | 00.0% | Unchanged |
| Boston Family Office LLC | 110,354 | $22.7M | 1.64% | −4,688−4.1% | Reduced |
| National Bank of Canada | 110,336 | $22.7M | 0.04% | −293,348−72.7% | Reduced |
| Brown Brothers Harriman & Co | 108,660 | $22.4M | 0.17% | −7,272−6.3% | Reduced |
| Retirement Systems of Alabama | 108,590 | $22.4M | 0.09% | −78−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,008 | $22.2M | 0.15% | +320.0% | Added |
| Cerity Partners LLC | 107,597 | $22.2M | 0.06% | +32,508+43.3% | Added |
| DnB Asset Management AS | 106,417 | $21.9M | 0.11% | −13,994−11.6% | Reduced |
| Amalgamated Bank | 106,070 | $21.8M | 0.19% | −17,380−14.1% | Reduced |
| Tredje AP-fonden | 105,492 | $21.7M | 0.23% | +26,000+32.7% | Added |
| QRG Capital Management, Inc. | 103,904 | $21.4M | 0.27% | −18,423−15.1% | Reduced |
| Washington Trust Co | 103,675 | $21.4M | 0.78% | −674−0.6% | Reduced |
| Crestwood Advisors Group LLC | 102,218 | $21.1M | 0.46% | −946−0.9% | Reduced |
| Texas Permanent School Fund | 101,701 | $20.9M | 0.17% | −103−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 100,575 | $20.7M | 0.08% | +6,973+7.4% | Added |
| Adams Diversified Equity Fund, Inc. | 100,100 | $20.6M | 0.73% | +100,100 | New |
| KBC Group NV | 98,465 | $20.3M | 0.06% | −203,529−67.4% | Reduced |
| Bank of Nova Scotia | 98,337 | $20.3M | 0.04% | −168,218−63.1% | Reduced |
| LGT Capital Partners Ltd. | 97,800 | $20.1M | 0.63% | +97,800 | New |
| Skandinaviska Enskilda Banken AB (publ) | 97,250 | $20.0M | 0.10% | −61,543−38.8% | Reduced |
| IFM Investors Pty Ltd | 97,153 | $20.0M | 0.22% | −444−0.5% | Reduced |
| CIBC Asset Management Inc | 96,837 | $19.9M | 0.07% | +1,682+1.8% | Added |
| ProShare Advisors LLC | 96,111 | $19.8M | 0.05% | −6,517−6.4% | Reduced |
| USS Investment Management Ltd | 95,659 | $19.7M | 0.16% | +1,349+1.4% | Added |
| Commonwealth Equity Services, LLC | 95,455 | $19.7M | 0.03% | +2,495+2.7% | Added |
| D. E. Shaw & Co., Inc. | 95,326 | $19.6M | 0.03% | −8,664−8.3% | Reduced |
| Boston Private Wealth LLC | 94,980 | $19.6M | 0.44% | −6,438−6.3% | Reduced |
| Captrust Financial Advisors | 94,957 | $19.6M | 0.07% | −7,719−7.5% | Reduced |
| Marathon Asset Mgmt Ltd | 94,768 | $19.5M | 0.52% | −2,404−2.5% | Reduced |
| Walter Public Investments Inc. | 94,291 | $19.4M | 3.80% | +707+0.8% | Added |
| PGGM Investments | 92,676 | $19.1M | 0.28% | −2,074−2.2% | Reduced |
| Davenport & Co LLC | 92,030 | $19.0M | 0.12% | −12,081−11.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 104,036 | $18.7M | 0.04% | +1,658+1.6% | Added |
| Van Eck Associates Corp | 89,844 | $18.5M | 0.03% | +4,010+4.7% | Added |
| Private Capital Advisors, Inc. | 88,122 | $18.2M | 2.26% | +88,122 | New |
| Torray LLC | 87,022 | $17.9M | 2.68% | 00.0% | Unchanged |
| Czech National Bank | 86,568 | $17.8M | 0.23% | +195+0.2% | Added |
| Creative Planning | 86,556 | $17.8M | 0.02% | +6,814+8.5% | Added |
| Sequoia Financial Advisors, LLC | 86,460 | $17.8M | 0.22% | −4,710−5.2% | Reduced |
| Wesleyan Assurance Society | 86,426 | $17.8M | 1.58% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 86,358 | $17.8M | 0.55% | +4,518+5.5% | Added |
| Utah Retirement Systems | 85,821 | $17.7M | 0.21% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 83,799 | $17.3M | 0.53% | −8,115−8.8% | Reduced |
| Osborne Partners Capital Management, LLC | 83,226 | $17.1M | 1.06% | −922−1.1% | Reduced |
| Gabelli Funds LLC | 81,600 | $16.8M | 0.12% | −6,500−7.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 80,521 | $16.6M | 0.21% | +1,147+1.4% | Added |
| Two Sigma Investments, LP | 80,513 | $16.6M | 0.04% | +56,684+237.9% | Added |
| Worldquant Millennium Advisors LLC | 79,848 | $16.4M | 0.20% | −68,943−46.3% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $16.4M | 0.19% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 67,637 | $16.1M | 0.12% | +12,688+23.1% | Added |
| Segment Wealth Management, LLC | 78,068 | $16.1M | 1.22% | +2,891+3.8% | Added |
| Public Sector Pension Investment Board | 77,543 | $16.0M | 0.12% | +401+0.5% | Added |
| Nixon Peabody Trust Co | 77,235 | $15.9M | 1.46% | +5,052+7.0% | Added |
| Scotia Capital Inc. | 77,067 | $15.9M | 0.09% | +68+0.1% | Added |
| Natixis | 76,952 | $15.9M | 0.09% | +21,641+39.1% | Added |
| RMB Capital Management, LLC | 75,197 | $15.5M | 0.35% | +298+0.4% | Added |
| New York Life Investment Management LLC | 73,966 | $15.2M | 0.15% | −2,872−3.7% | Reduced |
| Rockefeller Capital Management L.P. | 71,604 | $14.7M | 0.04% | +16,026+28.8% | Added |
| Northwest & Ethical Investments L.P. | 71,350 | $14.7M | 0.42% | −10,653−13.0% | Reduced |
| Yousif Capital Management, LLC | 71,306 | $14.7M | 0.16% | −1,406−1.9% | Reduced |
| Alaska Permanent Fund Corp | 70,125 | $14.4M | 0.21% | +361+0.5% | Added |
| Public Employees Retirement Association of Colorado | 69,515 | $14.3M | 0.06% | −3,738−5.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 68,939 | $14.2M | 1.09% | +2,330+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 68,383 | $14.1M | 0.16% | +5,554+8.8% | Added |
| JLB & Associates Inc | 68,244 | $14.1M | 1.87% | −1,838−2.6% | Reduced |
| Baker Avenue Asset Management, LP | 68,238 | $14.1M | 0.55% | +2,902+4.4% | Added |
| Ossiam | 67,493 | $13.9M | 0.24% | −324,399−82.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 67,474 | $13.9M | 0.26% | +18,929+39.0% | Added |
| Atria Investments LLC | 65,901 | $13.6M | 0.19% | +3,887+6.3% | Added |
| Banco Santander, S.A. | 65,819 | $13.6M | 0.16% | +57,457+687.1% | Added |
| Compagnie Lombard Odier SCmA | 65,662 | $13.5M | 0.24% | +14,826+29.2% | Added |
| West Coast Financial LLC | 65,532 | $13.5M | 1.64% | +64+0.1% | Added |
| Levin Capital Strategies, L.P. | 64,588 | $13.3M | 1.35% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 64,506 | $13.3M | 0.14% | −1,481−2.2% | Reduced |
| Washington Trust Bank | 63,536 | $13.1M | 1.25% | +3,552+5.9% | Added |