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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 63,435 | $13.1M | 0.15% | −935−1.5% | Reduced |
| Advisors Asset Management, Inc. | 63,401 | $13.1M | 0.25% | −15,577−19.7% | Reduced |
| Candriam Luxembourg S.C.A. | 59,555 | $12.8M | 0.08% | +3,524+6.3% | Added |
| Cubist Systematic Strategies, LLC | 62,105 | $12.8M | 0.15% | +45,339+270.4% | Added |
| ING Groep NV | 62,036 | $12.8M | 0.09% | −42,142−40.5% | Reduced |
| Harbour Trust & Investment Management Co | 60,346 | $12.4M | 1.56% | +1,025+1.7% | Added |
| First American Bank | 59,561 | $12.3M | 0.93% | +1,268+2.2% | Added |
| Achmea Investment Management B.V. | 59,259 | $12.2M | 0.23% | −7,995−11.9% | Reduced |
| British Columbia Investment Management Corp | 59,067 | $12.2M | 0.08% | +2,204+3.9% | Added |
| Apollon Wealth Management, LLC | 58,571 | $12.1M | 0.38% | −216−0.4% | Reduced |
| Nissay Asset Management Corp | 58,222 | $12.0M | 0.08% | −810−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 57,873 | $11.9M | 0.34% | +1,186+2.1% | Added |
| Point72 (DIFC) Ltd | 57,056 | $11.8M | 0.91% | +57,056 | New |
| Brinker Capital Investments, LLC | 57,017 | $11.7M | 0.13% | −1,853−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 57,017 | $11.7M | 0.13% | −1,853−3.1% | Reduced |
| Brown Advisory Inc | 56,256 | $11.6M | 0.02% | −932−1.6% | Reduced |
| DuPont Capital Management Corp | 56,251 | $11.6M | 0.96% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 56,149 | $11.6M | 0.41% | +966+1.8% | Added |
| Gotham Asset Management, LLC | 55,598 | $11.5M | 0.17% | +7,059+14.5% | Added |
| Ethic Inc. | 55,567 | $11.4M | 0.29% | +1,896+3.5% | Added |
| Cetera Investment Advisers | 55,496 | $11.4M | 0.03% | +39,013+236.7% | Added |
| Ci Investments Inc. | 55,434 | $11.4M | 0.05% | −2,495−4.3% | Reduced |
| Wealthfront Advisers LLC | 55,398 | $11.4M | 0.04% | −258−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,749 | $11.3M | 0.02% | −2,969−5.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 54,237 | $11.2M | 0.03% | +8,471+18.5% | Added |
| Azimuth Capital Investment Management LLC | 54,224 | $11.2M | 0.46% | −45,510−45.6% | Reduced |
| Interval Partners, LP | 54,075 | $11.1M | 0.42% | +18,175+50.6% | Added |
| Hudson Valley Investment Advisors Inc | 54,062 | $11.1M | 1.33% | +12,645+30.5% | Added |
| Citadel Advisors LLC | 53,977 | $11.1M | 0.01% | +53,853+43,429.8% | Added |
| MML Investors Services, LLC | 53,927 | $11.1M | 0.05% | +3,287+6.5% | Added |
| CIBC Private Wealth Group, LLC | 54,431 | $11.1M | 0.02% | −1,028−1.9% | Reduced |
| Prudential PLC | 53,787 | $11.1M | 0.09% | −2,774−4.9% | Reduced |
| M&T Bank Corp | 53,778 | $11.1M | 0.04% | −41,804−43.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 53,615 | $11.0M | 2.66% | −1,944−3.5% | Reduced |
| Segall Bryant & Hamill, LLC | 52,933 | $10.9M | 0.20% | −20,999−28.4% | Reduced |
| Running Oak Capital LLC | 52,407 | $10.8M | 1.73% | +5,491+11.7% | Added |
| Bell Asset Management Ltd | 50,373 | $10.4M | 1.52% | +11,702+30.3% | Added |
| L1 Capital International Pty Ltd | 50,827 | $10.4M | 4.61% | +4,153+8.9% | Added |
| Oppenheimer Asset Management Inc. | 49,157 | $10.1M | 0.15% | −11,569−19.1% | Reduced |
| Pacer Advisors, Inc. | 48,964 | $10.1M | 0.02% | −2,123−4.2% | Reduced |
| Daiwa Securities Group Inc. | 48,868 | $10.1M | 0.06% | +3,522+7.8% | Added |
| Advisor Group Holdings, Inc. | 47,787 | $9.84M | 0.02% | −85,660−64.2% | Reduced |
| Colony Group, LLC | 47,461 | $9.78M | 0.08% | +6,873+16.9% | Added |
| Sawgrass Asset Management LLC | 47,144 | $9.71M | 1.06% | −2,164−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 46,775 | $9.63M | 0.15% | +14,042+42.9% | Added |
| Pinebridge Investments, L.P. | 46,375 | $9.55M | 0.08% | −10,668−18.7% | Reduced |
| Mercer Global Advisors Inc | 45,626 | $9.40M | 0.03% | −18,449−28.8% | Reduced |
| Elo Mutual Pension Insurance Co | 45,053 | $9.28M | 0.22% | +1,927+4.5% | Added |
| Tudor Investment Corp Et Al | 44,989 | $9.27M | 0.11% | +44,989 | New |
| Envestnet Portfolio Solutions, Inc. | 44,879 | $9.24M | 0.03% | +9,209+25.8% | Added |
| JustInvest LLC | 44,050 | $9.07M | 0.19% | +5,360+13.9% | Added |
| Swiss Life Asset Management Ltd | 43,896 | $9.04M | 0.13% | −83,619−65.6% | Reduced |
| Aptus Capital Advisors, LLC | 43,887 | $9.04M | 0.19% | +3,514+8.7% | Added |
| Andra AP-fonden | 43,300 | $8.92M | 0.16% | +43,300 | New |
| SpiderRock Advisors, LLC | 42,926 | $8.88M | 0.29% | +42,926 | New |
| Huntington National Bank | 42,945 | $8.85M | 0.07% | +2,058+5.0% | Added |
| Oregon Public Employees Retirement Fund | 42,065 | $8.66M | 0.17% | +3,543+9.2% | Added |
| Vestcor Inc | 41,250 | $8.50M | 0.29% | −1,549−3.6% | Reduced |
| Trexquant Investment LP | 41,156 | $8.48M | 0.17% | +41,156 | New |
| Alberta Investment Management Corp | 41,111 | $8.47M | 0.09% | +30,911+303.0% | Added |
| Gulf International Bank (UK) Ltd | 40,996 | $8.44M | 0.21% | +328+0.8% | Added |
| Blair William & Co | 40,912 | $8.43M | 0.03% | +166+0.4% | Added |
| Contravisory Investment Management, Inc. | 40,140 | $8.27M | 1.83% | −610−1.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.20M | 1.08% | 00.0% | Unchanged |
| Builder Investment Group Inc | 39,461 | $8.13M | 2.37% | −946−2.3% | Reduced |
| Cresset Asset Management, LLC | 39,427 | $8.12M | 0.04% | +4,567+13.1% | Added |
| Longbow Finance SA | 38,866 | $8.01M | 0.81% | −3,827−9.0% | Reduced |
| Marks Group Wealth Management, Inc | 38,500 | $7.93M | 0.83% | −42−0.1% | Reduced |
| Calamos Wealth Management LLC | 38,419 | $7.91M | 0.45% | −16,671−30.3% | Reduced |
| Kentucky Retirement Systems | 37,364 | $7.70M | 0.23% | −2,087−5.3% | Reduced |
| Maryland State Retirement & Pension System | 38,863 | $7.67M | 0.15% | +330+0.9% | Added |
| ExodusPoint Capital Management, LP | 36,489 | $7.52M | 0.09% | +28,747+371.3% | Added |
| Bennett Selby Investments LP | 36,489 | $7.52M | 3.51% | −104−0.3% | Reduced |
| Executive Wealth Management, LLC | 36,436 | $7.43M | 0.65% | +3,463+10.5% | Added |
| Auxier Asset Management | 35,613 | $7.34M | 1.12% | −200−0.6% | Reduced |
| Vontobel Holding Ltd. | 35,559 | $7.32M | 0.06% | −7,499−17.4% | Reduced |
| Bancreek Capital Management, LP | 35,438 | $7.30M | 5.44% | +35,438 | New |
| Stokes Capital Advisors, LLC | 35,227 | $7.26M | 2.11% | +465+1.3% | Added |
| Lido Advisors, LLC | 34,740 | $7.16M | 0.06% | +3,422+10.9% | Added |
| Phoenix Holdings Ltd. | 34,666 | $7.14M | 0.10% | +833+2.5% | Added |
| Exencial Wealth Advisors, LLC | 33,977 | $7.00M | 0.26% | −1,716−4.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 33,608 | $6.92M | 1.62% | +180+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 33,538 | $6.91M | 0.08% | +2,824+9.2% | Added |
| First American Trust, FSB | 33,341 | $6.87M | 0.72% | +1,355+4.2% | Added |
| Churchill Management Corp | 32,625 | $6.72M | 0.08% | −157−0.5% | Reduced |
| Hartford Investment Management Co | 32,465 | $6.69M | 0.24% | −815−2.4% | Reduced |
| SYSTM Wealth Solutions LLC | 32,054 | $6.60M | 0.83% | +1,973+6.6% | Added |
| MinichMacGregor Wealth Management, LLC | 32,218 | $6.57M | 1.68% | +32,218 | New |
| NBT Bank N A | 31,732 | $6.54M | 0.48% | −429−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 31,656 | $6.52M | 0.13% | −4,133−11.5% | Reduced |
| Siemens Fonds Invest GmbH | 31,506 | $6.49M | 0.50% | −838−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,887 | $6.36M | 0.01% | +527+1.7% | Added |
| Alps Advisors Inc | 30,773 | $6.34M | 0.04% | +400+1.3% | Added |
| Stonegate Investment Group, LLC | 30,491 | $6.28M | 0.20% | −943−3.0% | Reduced |
| Tower View Investment Management & Research LLC | 30,447 | $6.27M | 3.67% | −129−0.4% | Reduced |
| Bleakley Financial Group, LLC | 30,210 | $6.22M | 0.18% | +449+1.5% | Added |
| Simplicity Wealth,LLC | 30,170 | $6.21M | 0.15% | +30,170 | New |
| Vident Advisory, LLC | 30,056 | $6.19M | 0.13% | +18,340+156.5% | Added |
| Federated Hermes, Inc. | 29,819 | $6.14M | 0.01% | +1,433+5.0% | Added |
| Cary Street Partner Investment Advisory LLC | 29,641 | $6.11M | 0.26% | +235+0.8% | Added |