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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 30,024 | $6.06M | 0.10% | +15,937+113.1% | Added |
| Shelton Capital Management | 29,355 | $6.05M | 0.17% | +5,038+20.7% | Added |
| Occudo Quantitative Strategies LP | 29,182 | $6.01M | 1.05% | +4,685+19.1% | Added |
| FORA Capital, LLC | 29,136 | $6.00M | 0.49% | −5,017−14.7% | Reduced |
| Securian Asset Management, Inc | 28,978 | $5.97M | 0.18% | −2,200−7.1% | Reduced |
| Louisiana State Employees Retirement System | 28,600 | $5.89M | 0.11% | −1,200−4.0% | Reduced |
| Ieq Capital, LLC | 28,466 | $5.86M | 0.08% | +1,869+7.0% | Added |
| Snowden Capital Advisors LLC | 28,448 | $5.86M | 0.18% | −1,522−5.1% | Reduced |
| HRT Financial LP | 28,304 | $5.83M | 0.04% | +28,304 | New |
| Synovus Financial Corp | 28,178 | $5.80M | 0.08% | +167+0.6% | Added |
| American Trust | 27,713 | $5.71M | 0.52% | +536+2.0% | Added |
| Cornerstone Advisors, LLC | 27,700 | $5.71M | 0.24% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 27,417 | $5.65M | 0.56% | −85−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 26,998 | $5.56M | 0.54% | −52−0.2% | Reduced |
| Harrington Investments, INC | 26,599 | $5.48M | 3.13% | +22+0.1% | Added |
| Bessemer Group Inc | 26,454 | $5.45M | 0.01% | +13,797+109.0% | Added |
| FineMark National Bank & Trust | 26,306 | $5.42M | 0.20% | +869+3.4% | Added |
| Commerce Bank | 25,906 | $5.34M | 0.04% | +445+1.7% | Added |
| Legacy Advisors, LLC | 25,877 | $5.33M | 0.67% | −1,925−6.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 25,650 | $5.28M | 0.44% | +83+0.3% | Added |
| BNC Wealth Management, LLC | 25,501 | $5.25M | 2.25% | −779−3.0% | Reduced |
| Bonness Enterprises Inc | 25,500 | $5.25M | 1.89% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 25,482 | $5.25M | 0.53% | +887+3.6% | Added |
| Walleye Trading LLC | 25,275 | $5.21M | 0.09% | −20,560−44.9% | Reduced |
| Zions Bancorporation, N.A. | 25,226 | $5.20M | 0.38% | −2,615−9.4% | Reduced |
| Keybank National Association | 25,096 | $5.17M | 0.02% | +45+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 24,936 | $5.14M | 0.09% | +24,936 | New |
| New Mexico Educational Retirement Board | 24,841 | $5.12M | 0.18% | −900−3.5% | Reduced |
| Capital Planning Advisors, LLC | 24,428 | $5.03M | 0.88% | +1,248+5.4% | Added |
| GWM Advisors LLC | 24,417 | $5.03M | 0.04% | +2,019+9.0% | Added |
| Reliant Investment Management, LLC | 24,294 | $5.00M | 2.35% | +21,685+831.2% | Added |
| Edgestream Partners, L.P. | 24,075 | $4.96M | 0.25% | +22,946+2,032.4% | Added |
| Point72 Hong Kong Ltd | 23,970 | $4.94M | 0.25% | −10,390−30.2% | Reduced |
| CX Institutional | 23,722 | $4.89M | 0.24% | +1,122+5.0% | Added |
| Essex LLC | 23,671 | $4.88M | 1.12% | +511+2.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 23,643 | $4.87M | 1.19% | +1,739+7.9% | Added |
| Capital International Sarl | 23,640 | $4.87M | 0.16% | +1,019+4.5% | Added |
| Parcion Private Wealth LLC | 23,616 | $4.86M | 0.43% | −84−0.4% | Reduced |
| BNP Paribas | 23,496 | $4.84M | 0.23% | +23,496 | New |
| Metis Global Partners, LLC | 23,394 | $4.82M | 0.18% | −49−0.2% | Reduced |
| Toroso Investments, LLC | 23,307 | $4.80M | 0.08% | +6,443+38.2% | Added |
| Wolverine Trading, LLC | 23,084 | $4.75M | 0.05% | +19,765+595.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,666 | $4.67M | 0.38% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 22,349 | $4.60M | 0.38% | +1,286+6.1% | Added |
| Kestra Advisory Services, LLC | 22,343 | $4.60M | 0.03% | +12+0.1% | Added |
| Centiva Capital, LP | 22,106 | $4.55M | 0.26% | +14,585+193.9% | Added |
| Lafayette Investments, Inc. | 22,073 | $4.55M | 1.02% | −50−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 21,926 | $4.52M | 0.13% | +813+3.9% | Added |
| CWM, LLC | 21,406 | $4.41M | 0.02% | −39−0.2% | Reduced |
| Red Cedar Investment Management, LLC | 21,258 | $4.38M | 0.55% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 21,159 | $4.36M | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 21,080 | $4.34M | 0.71% | −1,040−4.7% | Reduced |
| Northcape Capital Pty Ltd | 20,756 | $4.28M | 0.49% | −565−2.6% | Reduced |
| E. Ohman J:or Asset Management AB | 20,124 | $4.15M | 0.11% | +1,000+5.2% | Added |
| Tower Research Capital LLC (TRC) | 20,085 | $4.14M | 0.10% | −55,148−73.3% | Reduced |
| Triasima Portfolio Management inc. | 20,070 | $4.13M | 0.35% | −9,051−31.1% | Reduced |
| AustralianSuper Pty Ltd | 20,236 | $4.13M | 0.02% | −12,833−38.8% | Reduced |
| RBF Capital, LLC | 20,000 | $4.12M | 0.23% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 19,844 | $4.09M | 0.18% | −226−1.1% | Reduced |
| Alerus Financial NA | 19,624 | $4.04M | 0.31% | −506−2.5% | Reduced |
| Engineers Gate Manager LP | 19,417 | $4.00M | 0.11% | +13,185+211.6% | Added |
| Teza Capital Management LLC | 19,154 | $3.95M | 0.52% | +5,694+42.3% | Added |
| Argent Trust Co | 19,089 | $3.93M | 0.18% | +239+1.3% | Added |
| Walleye Capital LLC | 19,067 | $3.93M | 0.04% | +19,067 | New |
| Kinsale Capital Group, Inc. | 18,845 | $3.88M | 1.53% | +3,984+26.8% | Added |
| Mechanics Bank Trust Department | 18,441 | $3.80M | 0.56% | −148−0.8% | Reduced |
| Becker Capital Management Inc | 18,430 | $3.80M | 0.13% | −955−4.9% | Reduced |
| LGT Group Foundation | 18,360 | $3.78M | 0.09% | −30.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,247 | $3.76M | 1.60% | +144+0.8% | Added |
| Souders Financial Advisors | 18,136 | $3.74M | 0.59% | +15+0.1% | Added |
| Vinva Investment Management Ltd | 18,096 | $3.73M | 0.21% | +1,174+6.9% | Added |
| Empirical Finance, LLC | 17,965 | $3.70M | 0.23% | +600+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,760 | $3.66M | 0.07% | −73−0.4% | Reduced |
| Morton Community Bank | 17,494 | $3.60M | 1.04% | +947+5.7% | Added |
| Financial Engines Advisors L.L.C. | 17,220 | $3.55M | 0.01% | +2,063+13.6% | Added |
| Quantbot Technologies LP | 17,066 | $3.52M | 0.20% | +6,236+57.6% | Added |
| Dynamic Technology Lab Private Ltd | 17,008 | $3.50M | 0.37% | +17,008 | New |
| Nomura Holdings Inc | 16,999 | $3.50M | 0.03% | +7,037+70.6% | Added |
| Norinchukin Bank, The | 16,922 | $3.49M | 0.10% | −266−1.5% | Reduced |
| Agf Management Ltd | 16,731 | $3.45M | 0.02% | +1,146+7.4% | Added |
| Hantz Financial Services, Inc. | 16,686 | $3.44M | 0.07% | −735−4.2% | Reduced |
| Quantitative Investment Management, LLC | 16,655 | $3.43M | 0.20% | +6,391+62.3% | Added |
| Investment Management Corp of Ontario | 16,617 | $3.42M | 0.10% | −6,670−28.6% | Reduced |
| Diversified Trust Co | 16,369 | $3.37M | 0.10% | −354−2.1% | Reduced |
| Occidental Asset Management, LLC | 16,291 | $3.36M | 0.63% | +980+6.4% | Added |
| First Citizens Bank & Trust Co | 16,257 | $3.35M | 0.06% | +14,305+732.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,236 | $3.34M | 0.23% | −1,330−7.6% | Reduced |
| NewEdge Wealth, LLC | 16,730 | $3.34M | 0.07% | +177+1.1% | Added |
| Plato Investment Management Ltd | 16,166 | $3.33M | 0.34% | +14,423+827.5% | Added |
| Northwest Investment Counselors, LLC | 15,861 | $3.27M | 0.80% | −158−1.0% | Reduced |
| Regions Financial Corp | 15,793 | $3.25M | 0.02% | +212+1.4% | Added |
| Quantinno Capital Management LP | 15,761 | $3.25M | 0.07% | +536+3.5% | Added |
| Strategic Investment Advisors | 15,736 | $3.24M | 0.42% | −47−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 15,639 | $3.22M | 0.04% | +326+2.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,612 | $3.22M | 0.08% | +50.0% | Added |
| Pitcairn Co | 15,353 | $3.16M | 0.20% | +489+3.3% | Added |
| United Services Automobile Association | 15,176 | $3.13M | 0.08% | +235+1.6% | Added |
| Ronald Blue Trust, Inc. | 15,125 | $3.12M | 0.04% | −661−4.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,933 | $3.08M | 0.04% | −79,436−84.2% | Reduced |
| Lindenwold Advisors | 14,884 | $3.07M | 1.64% | −176−1.2% | Reduced |