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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 3,654 | $752.6K | 0.05% | +865+31.0% | Added |
| Conning Inc. | 3,638 | $749.4K | 0.02% | −90−2.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,624 | $746.5K | 0.09% | −44−1.2% | Reduced |
| Ellevest, Inc. | 3,623 | $746.3K | 0.05% | −166−4.4% | Reduced |
| Vista Investment Partners LLC | 3,600 | $741.5K | 0.25% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 3,600 | $741.5K | 0.56% | +627+21.1% | Added |
| Campbell & CO Investment Adviser LLC | 3,545 | $730.2K | 0.06% | +3,545 | New |
| Cullen/Frost Bankers, Inc. | 3,536 | $728.3K | 0.01% | −58−1.6% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $720.9K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $720.9K | 0.26% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 3,500 | $720.9K | 0.16% | +3,500 | New |
| Financial Advocates Investment Management | 3,480 | $716.8K | 0.04% | +245+7.6% | Added |
| Caldwell Trust Co | 3,471 | $715.0K | 0.08% | −31−0.9% | Reduced |
| Skopos Labs, Inc. | 3,499 | $713.4K | 0.31% | +211+6.4% | Added |
| Mma Asset Management LLC | 3,495 | $711.5K | 0.33% | +3,495 | New |
| Graypoint LLC | 3,438 | $708.2K | 0.05% | +35+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 3,438 | $708.1K | 0.05% | −588−14.6% | Reduced |
| Strategic Blueprint, LLC | 3,411 | $702.6K | 0.05% | +54+1.6% | Added |
| SRB Corp | 3,401 | $700.5K | 0.04% | +3,401 | New |
| Allworth Financial LP | 3,351 | $690.3K | 0.00% | +2,202+191.6% | Added |
| Hilltop Holdings Inc. | 3,348 | $689.6K | 0.08% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,297 | $679.2K | 0.00% | +12+0.4% | Added |
| Buckley Wealth Management, LLC | 3,273 | $674.2K | 0.22% | −96−2.8% | Reduced |
| Abbrea Capital, LLC | 3,259 | $671.0K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $669.4K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $668.2K | 0.09% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,243 | $666.8K | 0.13% | +844+35.2% | Added |
| CWA Asset Management Group, LLC | 3,224 | $664.1K | 0.04% | −191−5.6% | Reduced |
| Duncker Streett & Co Inc | 3,200 | $659.1K | 0.13% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,175 | $654.0K | 0.04% | +17+0.5% | Added |
| Amplius Wealth Advisors, LLC | 3,173 | $653.6K | 0.07% | −473−13.0% | Reduced |
| Waller Financial Planning Group, Inc | 3,168 | $652.5K | 0.17% | +11+0.3% | Added |
| WestHill Financial Advisors, Inc. | 3,163 | $651.5K | 0.16% | +2,013+175.0% | Added |
| Thrive Wealth Management, LLC | 3,155 | $649.9K | 0.13% | −37−1.2% | Reduced |
| Bill Few Associates, Inc. | 3,150 | $648.8K | 0.26% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,116 | $641.8K | 0.04% | +290+10.3% | Added |
| Defined Wealth Management, LLC | 3,115 | $641.6K | 0.46% | −3−0.1% | Reduced |
| Waldron Private Wealth LLC | 3,106 | $639.8K | 0.03% | +10.0% | Added |
| Founders Financial Securities LLC | 3,103 | $639.2K | 0.07% | +187+6.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,074 | $633.2K | 0.23% | −188−5.8% | Reduced |
| Baader Bank INC | 3,070 | $632.4K | 0.05% | −59−1.9% | Reduced |
| Delta Financial Group, Inc. | 3,062 | $631.0K | 0.19% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 3,062 | $630.7K | 0.02% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 3,058 | $629.9K | 0.10% | +3,058 | New |
| Steward Partners Investment Solutions, LLC | 3,034 | $624.9K | 0.11% | +35+1.2% | Added |
| Chilton Investment Co LLC | 3,032 | $624.5K | 0.02% | +63+2.1% | Added |
| North Star Asset Management Inc | 3,030 | $624.1K | 0.03% | +14+0.5% | Added |
| Sage Mountain Advisors LLC | 3,025 | $623.1K | 0.06% | −77−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 3,013 | $620.8K | 0.01% | −801−21.0% | Reduced |
| Cito Capital Group, LLC | 3,000 | $618.0K | 0.25% | +3,000 | New |
| 9258 Wealth Management, LLC | 2,969 | $611.6K | 0.10% | +2+0.1% | Added |
| Sweet Financial Partners, LLC | 2,967 | $611.2K | 0.14% | −6,680−69.2% | Reduced |
| National Asset Management, Inc. | 3,201 | $609.1K | 0.02% | +591+22.6% | Added |
| Archvest Wealth Advisors, Inc. | 2,987 | $609.0K | 0.43% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,923 | $602.0K | 0.07% | +37+1.3% | Added |
| Bryn Mawr Trust Co | 2,917 | $600.8K | 0.02% | +2,917 | New |
| X-Square Capital, LLC | 2,906 | $599.0K | 0.28% | +121+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,883 | $593.8K | 0.17% | +22+0.8% | Added |
| Strid Group, LLC | 2,873 | $591.8K | 0.11% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,860 | $589.1K | 0.46% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,847 | $586.4K | 0.07% | +452+18.9% | Added |
| Sentry Investment Management LLC | 2,837 | $584.0K | 0.23% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,835 | $583.7K | 0.02% | −4,452−61.1% | Reduced |
| Wealthspire Advisors, LLC | 2,817 | $580.3K | 0.01% | −210−6.9% | Reduced |
| Sterling Wealth Management, Inc. | 2,813 | $579.4K | 0.29% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 2,809 | $578.6K | 0.13% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,800 | $576.7K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,798 | $576.3K | 0.02% | +7+0.3% | Added |
| Meritas Wealth Management, LLC | 2,771 | $570.8K | 0.40% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,758 | $568.2K | 0.42% | −54−1.9% | Reduced |
| Trust Co of Toledo NA | 2,754 | $567.3K | 0.09% | +508+22.6% | Added |
| Journey Strategic Wealth LLC | 2,747 | $565.7K | 0.03% | +578+26.6% | Added |
| Premier Path Wealth Partners, LLC | 2,710 | $558.3K | 0.11% | −197−6.8% | Reduced |
| Sonnipe Ltd | 2,705 | $557.2K | 0.06% | 00.0% | Unchanged |
| Fluent Financial, LLC | 2,703 | $556.8K | 0.31% | +21+0.8% | Added |
| McRae Capital Management Inc | 2,703 | $556.7K | 0.12% | +2,703 | New |
| Level Four Advisory Services, LLC | 2,935 | $556.2K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,648 | $545.4K | 0.02% | +840+46.5% | Added |
| REDW Wealth LLC | 2,637 | $543.2K | 0.15% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,622 | $540.0K | 0.25% | −205−7.3% | Reduced |
| Boston Research & Management Inc | 2,620 | $539.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,612 | $538.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,603 | $536.2K | 0.02% | −204−7.3% | Reduced |
| AE Wealth Management LLC | 2,596 | $534.6K | 0.01% | −5,584−68.3% | Reduced |
| AlTi Global, Inc. | 2,595 | $534.5K | 0.01% | +871+50.5% | Added |
| C2C Wealth Management, LLC | 2,580 | $531.4K | 0.53% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,574 | $530.2K | 0.20% | −44−1.7% | Reduced |
| Forum Financial Management, LP | 2,574 | $530.2K | 0.01% | +24+0.9% | Added |
| Dynamic Advisor Solutions LLC | 2,572 | $529.8K | 0.02% | +74+3.0% | Added |
| Northeast Financial Consultants Inc | 2,560 | $527.3K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,554 | $526.1K | 0.02% | +63+2.5% | Added |
| PDS Planning, Inc | 2,538 | $522.8K | 0.05% | +348+15.9% | Added |
| Broderick Brian C | 2,500 | $515.0K | 0.11% | +2,500 | New |
| Essex Financial Services, Inc. | 2,477 | $510.3K | 0.05% | +126+5.4% | Added |
| InterOcean Capital Group, LLC | 2,456 | $505.9K | 0.01% | +2+0.1% | Added |
| ARS Investment Partners, LLC | 2,453 | $505.3K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,445 | $504.0K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,436 | $501.8K | 0.29% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,431 | $500.7K | 0.16% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,430 | $500.6K | 0.03% | −558−18.7% | Reduced |