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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 8,841 | $1.82M | 0.06% | +96+1.1% | Added |
| Resources Investment Advisors, LLC. | 8,831 | $1.82M | 0.03% | +184+2.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,824 | $1.82M | 0.13% | +8,824 | New |
| Evercore Wealth Management, LLC | 8,819 | $1.82M | 0.03% | −71−0.8% | Reduced |
| Quadrant Capital Group LLC | 8,816 | $1.82M | 0.14% | −198−2.2% | Reduced |
| Suncoast Equity Management | 8,758 | $1.80M | 0.21% | +713+8.9% | Added |
| PFG Advisors | 8,724 | $1.80M | 0.13% | +876+11.2% | Added |
| Groupama Asset Managment | 4,400 | $1.80M | 0.03% | −5,936−57.4% | Reduced |
| First National Trust Co | 8,707 | $1.79M | 0.07% | −412−4.5% | Reduced |
| RMR Wealth Builders | 8,674 | $1.79M | 0.22% | −180−2.0% | Reduced |
| Wealth Alliance | 8,655 | $1.78M | 0.23% | −267−3.0% | Reduced |
| Savant Capital, LLC | 8,648 | $1.78M | 0.02% | −1,151−11.7% | Reduced |
| Fiduciary Trust Co | 8,636 | $1.78M | 0.03% | −436−4.8% | Reduced |
| DoubleLine ETF Adviser LP | 8,566 | $1.76M | 0.45% | +320+3.9% | Added |
| Neville Rodie & Shaw Inc | 8,530 | $1.76M | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,492 | $1.75M | 0.02% | +2,181+34.6% | Added |
| Anthracite Investment Company, Inc. | 8,424 | $1.74M | 0.87% | +8,424 | New |
| WSFS Capital Management, LLC | 8,420 | $1.73M | 0.10% | −1,286−13.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,411 | $1.73M | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,378 | $1.73M | 0.24% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,245 | $1.70M | 0.06% | +730+9.7% | Added |
| First Manhattan Co | 8,109 | $1.68M | 0.01% | +774+10.6% | Added |
| Advisory Services Network, LLC | 8,066 | $1.66M | 0.04% | −3,614−30.9% | Reduced |
| Syon Capital LLC | 8,055 | $1.66M | 0.16% | +291+3.7% | Added |
| PDT Partners, LLC | 8,036 | $1.66M | 0.16% | +8,036 | New |
| LS Investment Advisors, LLC | 8,005 | $1.65M | 0.26% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 7,971 | $1.64M | 0.09% | +5,258+193.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 7,922 | $1.63M | 0.29% | −34,314−81.2% | Reduced |
| Congress Wealth Management LLC | 7,893 | $1.63M | 0.03% | +1,447+22.4% | Added |
| Value Partners Investments Inc. | 7,808 | $1.61M | 0.13% | +7,808 | New |
| TCTC Holdings, LLC | 7,738 | $1.59M | 0.05% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,736 | $1.59M | 0.51% | +36+0.5% | Added |
| IAM Advisory, LLC | 7,727 | $1.59M | 0.44% | +7,727 | New |
| Ballentine Partners, LLC | 7,719 | $1.59M | 0.03% | −69−0.9% | Reduced |
| Adviser Investments LLC | 7,659 | $1.58M | 0.02% | −202−2.6% | Reduced |
| Missouri Trust & Investment Co | 7,636 | $1.57M | 0.61% | −412−5.1% | Reduced |
| Chesley Taft & Associates LLC | 7,615 | $1.57M | 0.08% | −45−0.6% | Reduced |
| Wimmer Associates 1, LLC | 7,610 | $1.57M | 0.82% | +150+2.0% | Added |
| Relyea Zuckerberg Hanson LLC | 7,605 | $1.57M | 0.27% | −389−4.9% | Reduced |
| Profund Advisors LLC | 7,572 | $1.56M | 0.06% | +938+14.1% | Added |
| Clearstead Advisors, LLC | 7,503 | $1.54M | 0.08% | +48+0.6% | Added |
| Matrix Trust Co | 7,459 | $1.54M | 0.35% | +7,459 | New |
| Quest Partners LLC | 7,449 | $1.53M | 0.27% | +3,977+114.5% | Added |
| Fidelis Capital Partners, LLC | 7,442 | $1.53M | 0.23% | +2,026+37.4% | Added |
| Balentine LLC | 7,348 | $1.51M | 0.05% | −3,088−29.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,317 | $1.51M | 0.05% | +2,768+60.8% | Added |
| Citizens & Northern Corp | 7,212 | $1.49M | 0.50% | +987+15.9% | Added |
| Thompson Siegel & Walmsley LLC | 7,194 | $1.48M | 0.02% | −100−1.4% | Reduced |
| Summit Financial, LLC | 7,192 | $1.48M | 0.09% | −173−2.3% | Reduced |
| Fox Run Management, L.L.C. | 7,157 | $1.47M | 0.32% | +7,157 | New |
| LMCG Investments, LLC | 6,951 | $1.43M | 0.08% | −357−4.9% | Reduced |
| RCS Financial Planning, LLC | 6,905 | $1.42M | 0.88% | +10.0% | Added |
| Wedmont Private Capital | 6,816 | $1.39M | 0.10% | +59+0.9% | Added |
| Smithfield Trust Co | 6,737 | $1.39M | 0.07% | +65+1.0% | Added |
| Boyd Watterson Asset Management LLC | 6,676 | $1.38M | 0.49% | +659+11.0% | Added |
| Pinnacle Associates Ltd | 6,657 | $1.37M | 0.02% | −41−0.6% | Reduced |
| Wintrust Investments LLC | 6,610 | $1.36M | 0.12% | −128−1.9% | Reduced |
| Venturi Wealth Management, LLC | 6,532 | $1.35M | 0.09% | +1,433+28.1% | Added |
| Checchi Capital Advisers, LLC | 6,512 | $1.34M | 0.10% | +97+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.33M | 0.13% | −26−0.4% | Reduced |
| Elmwood Wealth Management, Inc. | 6,386 | $1.32M | 0.56% | +2,814+78.8% | Added |
| Citizens Financial Group Inc | 6,371 | $1.31M | 0.04% | −11−0.2% | Reduced |
| Parallel Advisors, LLC | 6,294 | $1.30M | 0.04% | +493+8.5% | Added |
| DF Dent & Co Inc | 6,289 | $1.30M | 0.02% | +196+3.2% | Added |
| Exchange Bank | 6,239 | $1.29M | 1.06% | −29−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,217 | $1.28M | 0.03% | +5+0.1% | Added |
| Gries Financial LLC | 6,189 | $1.27M | 0.21% | −303−4.7% | Reduced |
| Norway Savings Bank | 6,166 | $1.27M | 0.53% | +350+6.0% | Added |
| United Bank | 6,139 | $1.26M | 0.64% | +64+1.1% | Added |
| Concord Wealth Partners | 6,132 | $1.26M | 0.23% | −10−0.2% | Reduced |
| AXS Investments LLC | 6,103 | $1.26M | 0.30% | −922−13.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,083 | $1.25M | 0.18% | −28−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 6,057 | $1.25M | 0.02% | −28−0.5% | Reduced |
| Grey Street Capital, LLC | 6,035 | $1.24M | 0.17% | +6,035 | New |
| Concord Asset Management, LLC | 6,026 | $1.24M | 0.33% | −10−0.2% | Reduced |
| Arden Trust Co | 5,998 | $1.24M | 0.17% | −631−9.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,986 | $1.23M | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 5,946 | $1.22M | 0.39% | +51+0.9% | Added |
| Canandaigua National Bank & Trust Co | 5,944 | $1.22M | 0.18% | −270−4.3% | Reduced |
| US Asset Management LLC | 5,937 | $1.22M | 1.10% | −80−1.3% | Reduced |
| Clark Capital Management Group, Inc. | 5,923 | $1.22M | 0.01% | +1,630+38.0% | Added |
| Eqis Capital Management, Inc. | 5,887 | $1.21M | 0.10% | +732+14.2% | Added |
| NorthRock Partners, LLC | 5,884 | $1.21M | 0.05% | +100+1.7% | Added |
| Shell Asset Management Co | 5,710 | $1.20M | 0.05% | −146−2.5% | Reduced |
| Axq Capital, LP | 5,800 | $1.19M | 0.29% | +5,800 | New |
| Lester Murray Antman dba SimplyRich | 5,774 | $1.19M | 0.38% | +58+1.0% | Added |
| Prosperity Financial Group, Inc. | 5,705 | $1.18M | 0.73% | +64+1.1% | Added |
| Ironwood Investment Counsel, LLC | 5,700 | $1.17M | 0.21% | 00.0% | Unchanged |
| Caitlin John, LLC | 5,687 | $1.17M | 0.89% | +786+16.0% | Added |
| Ameritas Investment Partners, Inc. | 5,681 | $1.17M | 0.04% | −155−2.7% | Reduced |
| Trust Asset Management LLC | 5,677 | $1.17M | 0.10% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,676 | $1.17M | 0.12% | +276+5.1% | Added |
| Perigon Wealth Management, LLC | 5,653 | $1.16M | 0.04% | +343+6.5% | Added |
| D.A. Davidson & Co. | 5,617 | $1.16M | 0.01% | −171−3.0% | Reduced |
| Knollwood Investment Advisory, LLC | 5,541 | $1.14M | 0.21% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,505 | $1.13M | 0.07% | +618+12.6% | Added |
| Boltwood Capital Management | 5,494 | $1.13M | 0.35% | −50−0.9% | Reduced |
| Morse Asset Management, Inc | 5,420 | $1.12M | 0.28% | +5,420 | New |
| Dover Advisors, LLC | 5,394 | $1.11M | 0.76% | +5,394 | New |
| Center For Asset Management LLC | 5,343 | $1.10M | 0.90% | −79−1.5% | Reduced |