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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 14,846 | $3.06M | 0.04% | −2,598−14.9% | Reduced |
| Magnetar Financial LLC | 14,802 | $3.05M | 0.07% | −7,444−33.5% | Reduced |
| River Wealth Advisors LLC | 14,694 | $3.03M | 0.44% | −443−2.9% | Reduced |
| Private Advisor Group, LLC | 14,691 | $3.03M | 0.02% | +126+0.9% | Added |
| South Dakota Investment Council | 14,668 | $3.02M | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 14,604 | $3.01M | 0.24% | +621+4.4% | Added |
| Avantax Advisory Services, Inc. | 14,548 | $3.00M | 0.03% | +2,636+22.1% | Added |
| Moody National Bank Trust Division | 14,530 | $2.99M | 0.24% | −114−0.8% | Reduced |
| Accurate Wealth Management, LLC | 14,785 | $2.99M | 0.87% | −226−1.5% | Reduced |
| Kames Capital plc | 14,469 | $2.98M | 0.04% | −444−3.0% | Reduced |
| United Capital Financial Advisers, LLC | 14,384 | $2.96M | 0.02% | −759−5.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.90M | 0.37% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 14,064 | $2.90M | 1.15% | +2,064+17.2% | Added |
| Banque Cantonale Vaudoise | 14,060 | $2.90M | 0.11% | +5,701+68.2% | Added |
| Sustainable Insight Capital Management, LLC | 14,042 | $2.89M | 2.09% | −200−1.4% | Reduced |
| Sumitomo Life Insurance Co | 13,951 | $2.87M | 0.07% | −402−2.8% | Reduced |
| King Luther Capital Management Corp | 13,914 | $2.87M | 0.01% | −70−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 13,747 | $2.83M | 0.07% | +50.0% | Added |
| Miracle Mile Advisors, LLC | 13,613 | $2.80M | 0.07% | +198+1.5% | Added |
| Assenagon Asset Management S.A. | 13,613 | $2.80M | 0.01% | −519,057−97.4% | Reduced |
| Freestone Capital Holdings, LLC | 13,592 | $2.80M | 0.10% | −85−0.6% | Reduced |
| Change Path, LLC | 13,543 | $2.79M | 0.11% | +13,543 | New |
| Bouvel Investment Partners, LLC | 13,422 | $2.76M | 1.19% | −122−0.9% | Reduced |
| Squarepoint Ops LLC | 13,343 | $2.75M | 0.01% | −77,258−85.3% | Reduced |
| G&S Capital LLC | 13,333 | $2.75M | 1.22% | +13,333 | New |
| Park Avenue Securities LLC | 13,296 | $2.74M | 0.04% | +322+2.5% | Added |
| Rakuten Investment Management, Inc. | 13,239 | $2.73M | 0.02% | +12,019+985.2% | Added |
| Merit Financial Group, LLC | 13,617 | $2.71M | 0.06% | +6,486+91.0% | Added |
| Ascent Group, LLC | 13,060 | $2.69M | 0.24% | −3,022−18.8% | Reduced |
| Pensionmark Financial Group, LLC | 5,326 | $2.66M | 0.38% | −7,495−58.5% | Reduced |
| V-Square Quantitative Management LLC | 12,854 | $2.65M | 0.44% | +2,037+18.8% | Added |
| Brown, Lisle/Cummings, Inc. | 12,821 | $2.64M | 0.90% | +686+5.7% | Added |
| HBK Sorce Advisory LLC | 12,774 | $2.63M | 0.09% | −92−0.7% | Reduced |
| FDx Advisors, Inc. | 12,771 | $2.63M | 0.40% | −5,784−31.2% | Reduced |
| Private Trust Co NA | 12,714 | $2.62M | 0.28% | −60−0.5% | Reduced |
| Dynasty Wealth Management, LLC | 12,423 | $2.56M | 0.08% | +12,423 | New |
| Pegasus Partners Ltd. | 12,421 | $2.56M | 0.27% | +389+3.2% | Added |
| Bokf, NA | 12,381 | $2.52M | 0.05% | −4,952−28.6% | Reduced |
| MAI Capital Management | 12,110 | $2.49M | 0.03% | +713+6.3% | Added |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.48M | 0.40% | +2,000+19.9% | Added |
| Icon Wealth Advisors, LLC | 12,012 | $2.47M | 0.23% | −1,266−9.5% | Reduced |
| K.J. Harrison & Partners Inc | 12,000 | $2.47M | 0.38% | +12,000 | New |
| Vestmark Advisory Solutions, Inc. | 11,940 | $2.46M | 0.11% | −114−0.9% | Reduced |
| Empowered Funds, LLC | 11,804 | $2.43M | 0.04% | +1,315+12.5% | Added |
| Heritage Trust Co | 11,743 | $2.42M | 0.32% | −379−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,733 | $2.42M | 0.01% | +2,055+21.2% | Added |
| CIBC World Markets Inc. | 11,700 | $2.41M | 0.01% | −278−2.3% | Reduced |
| Capital Asset Advisory Services LLC | 11,643 | $2.39M | 0.14% | +878+8.2% | Added |
| Tokio Marine Asset Management Co Ltd | 11,594 | $2.39M | 0.12% | +878+8.2% | Added |
| NEOS Investment Management LLC | 11,566 | $2.38M | 0.15% | +4,584+65.7% | Added |
| Icon Advisers Inc | 11,500 | $2.34M | 0.51% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 11,300 | $2.33M | 0.01% | −7,000−38.3% | Reduced |
| UniSuper Management Pty Ltd | 11,198 | $2.31M | 0.02% | +7,258+184.2% | Added |
| Howland Capital Management LLC | 11,193 | $2.31M | 0.11% | −200−1.8% | Reduced |
| HighPoint Advisor Group LLC | 11,124 | $2.29M | 0.16% | −606−5.2% | Reduced |
| TCW Group Inc | 11,088 | $2.28M | 0.02% | −1,147−9.4% | Reduced |
| Horizon Investments, LLC | 11,125 | $2.28M | 0.06% | +169+1.5% | Added |
| Tiaa Trust, National Association | 11,032 | $2.27M | 0.01% | −306−2.7% | Reduced |
| iA Global Asset Management Inc. | 10,818 | $2.23M | 0.05% | −751−6.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 10,759 | $2.22M | 0.39% | −765−6.6% | Reduced |
| Hamilton Capital Partners Inc. | 10,720 | $2.21M | 0.27% | +8,920+495.6% | Added |
| Brighton Jones LLC | 10,668 | $2.20M | 0.08% | +1,268+13.5% | Added |
| Wetherby Asset Management Inc | 10,667 | $2.20M | 0.10% | −46−0.4% | Reduced |
| Girard Partners Ltd. | 10,587 | $2.18M | 0.21% | −365−3.3% | Reduced |
| Raymond James Trust N.A. | 10,572 | $2.18M | 0.05% | +443+4.4% | Added |
| Larson Financial Group LLC | 10,560 | $2.18M | 0.17% | +732+7.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.16M | 1.10% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 10,490 | $2.16M | 0.87% | −8,972−46.1% | Reduced |
| TKG Advisors, LLC | 10,445 | $2.15M | 1.20% | +10,445 | New |
| Veriti Management LLC | 10,261 | $2.11M | 0.16% | +739+7.8% | Added |
| Venture Visionary Partners LLC | 10,218 | $2.10M | 0.10% | −71−0.7% | Reduced |
| Front Row Advisors LLC | 10,209 | $2.10M | 0.78% | +129+1.3% | Added |
| Kestra Private Wealth Services, LLC | 10,047 | $2.07M | 0.05% | +510+5.3% | Added |
| Cohen Klingenstein LLC | 10,000 | $2.06M | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 9,935 | $2.05M | 0.17% | −111−1.1% | Reduced |
| Greenleaf Trust | 9,915 | $2.04M | 0.02% | +143+1.5% | Added |
| Everence Capital Management Inc | 9,860 | $2.03M | 0.13% | −2,140−17.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,855 | $2.03M | 0.58% | +68+0.7% | Added |
| Vectors Research Management, LLC | 9,843 | $2.03M | 0.57% | −530−5.1% | Reduced |
| Mission Wealth Management, LP | 9,756 | $2.01M | 0.05% | +85+0.9% | Added |
| Chatham Capital Group, Inc. | 9,710 | $2.00M | 0.37% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 9,665 | $1.99M | 0.90% | −11−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 9,651 | $1.99M | 0.05% | +8,479+723.5% | Added |
| Enterprise Bank & Trust Co | 9,618 | $1.98M | 0.68% | −393−3.9% | Reduced |
| Grimes & Company, Inc. | 9,444 | $1.95M | 0.06% | −33−0.3% | Reduced |
| Courier Capital LLC | 9,402 | $1.94M | 0.14% | −216−2.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,255 | $1.91M | 0.44% | −622−6.3% | Reduced |
| Vise Technologies, Inc. | 9,229 | $1.90M | 0.37% | +269+3.0% | Added |
| Moneta Group Investment Advisors LLC | 9,197 | $1.89M | 0.03% | −45−0.5% | Reduced |
| Nebula Research & Development LLC | 9,182 | $1.89M | 0.41% | +9,182 | New |
| HB Wealth Management, LLC | 9,160 | $1.89M | 0.02% | +1,079+13.4% | Added |
| L & S Advisors Inc | 9,157 | $1.89M | 0.21% | −3,265−26.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,122 | $1.88M | 0.08% | −11,332−55.4% | Reduced |
| Coldstream Capital Management Inc | 9,084 | $1.87M | 0.05% | +869+10.6% | Added |
| Belpointe Asset Management LLC | 9,031 | $1.86M | 0.14% | −531−5.6% | Reduced |
| Pensionfund Sabic | 9,000 | $1.85M | 0.55% | −700−7.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,974 | $1.85M | 0.07% | −100−1.1% | Reduced |
| Signaturefd, LLC | 8,971 | $1.85M | 0.04% | −246−2.7% | Reduced |
| Cary Street Partners Asset Management LLC | 8,929 | $1.84M | 0.29% | −40.0% | Reduced |
| Ritholtz Wealth Management | 8,902 | $1.83M | 0.06% | +588+7.1% | Added |