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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, Q2 2024

Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 30, 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
1,476
+49 vs. Q1 2024
Shares held
438.0M
+3.30M (+0.8%) vs. Q1 2024
Total value
$92.3B
+$2.78B (+3.1%) vs. Q1 2024
New holders
120
595 more added
Sold out
71
517 more reduced

17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,476 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ2 2024: $92.3B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2024.

Institutions holding MRSH in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.210$690.05%−118−36.0%Reduced
Y.D. More Investments Ltd261$1460.00%+261New
Castleview Partners, LLC1$2110.00%00.0%Unchanged
TruNorth Capital Management, LLC2$4210.00%+2New
PEAK6 Investments LLC3$5650.00%+3New
WestEnd Advisors, LLC3$6320.00%+1+50.0%Added
Redwood Wealth Management Group, LLC4$8430.00%+4New
Strengthening Families & Communities, LLC6$1.00K0.00%+6New
Delta Asset Management LLC5$1.05K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.5$1.05K0.00%+5New
ClariVest Asset Management LLC5$1.05K0.00%00.0%Unchanged
Country Trust Bank6$1.26K0.00%+6New
Lummis Asset Management, LP8$1.69K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$2.11K0.00%+4+66.7%Added
Sanctuary Wealth Management, L.L.C.11$2.32K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC11$2.32K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.12$2.53K0.00%+7+140.0%Added
Fairman Group, LLC13$2.74K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC14$2.95K0.00%00.0%Unchanged
Archer Investment Corp16$3.37K0.00%+16New
Halpern Financial, Inc.16$3.37K0.00%+16New
Financial Network Wealth Advisors LLC16$3.37K0.00%+16New
Longfellow Investment Management Co LLC17$3.58K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group17$3.58K0.00%00.0%Unchanged
North Star Investment Management Corp.18$3.79K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC19$4.00K0.00%00.0%Unchanged
Creative Financial Designs Inc20$4.21K0.00%00.0%Unchanged
Pingora Partners LLC20$4.21K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$4.21K0.00%00.0%Unchanged
Main Street Group, LTD23$4.84K0.00%00.0%Unchanged
Fairway Wealth LLC23$4.85K0.00%+23New
Hazlett, Burt & Watson, Inc.21$5.00K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC24$5.06K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC24$5.06K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.26$5.55K0.00%+4+18.2%Added
Unique Wealth Strategies, LLC27$5.56K0.00%+27New
DT Investment Partners, LLC29$6.11K0.00%00.0%Unchanged
Tacita Capital Inc29$6.11K0.00%00.0%Unchanged
McIlrath & Eck, LLC29$6.11K0.00%+29New
Westside Investment Management, Inc.30$6.32K0.00%+30New
Rakuten Securities, Inc.30$6.32K0.00%−11−26.8%Reduced
Laurel Wealth Advisors LLC30$6.32K0.00%00.0%Unchanged
SJS Investment Consulting Inc.30$6.32K0.00%+1+3.4%Added
Valued Wealth Advisors LLC30$6.32K0.00%+3+11.1%Added
DiNuzzo Private Wealth, Inc.31$6.53K0.00%+5+19.2%Added
GPS Wealth Strategies Group, LLC32$6.74K0.00%+32New
Redmont Wealth Advisors LLC33$6.95K0.01%00.0%Unchanged
TSFG, LLC34$7.00K0.00%+34New
TFC Financial Management34$7.17K0.00%−2−5.6%Reduced
Creative Capital Management Investments LLC35$7.38K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC36$7.59K0.01%00.0%Unchanged
BFSG, LLC39$8.22K0.00%00.0%Unchanged
Global Financial Private Client, LLC40$8.43K0.00%00.0%Unchanged
Avion Wealth44$9.00K0.00%+5+12.8%Added
Red Tortoise LLC43$9.06K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC45$9.48K0.00%−5−10.0%Reduced
Salem Investment Counselors Inc45$9.48K0.00%00.0%Unchanged
Horizons Wealth Management44$9.54K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.48$10.1K0.00%+48New
Cedar Wealth Management, LLC49$10.3K0.00%−22−31.0%Reduced
Mascoma Wealth Management LLC50$10.5K0.00%00.0%Unchanged
Lynx Investment Advisory50$10.5K0.01%+50New
FWL Investment Management, LLC52$11.0K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC56$11.0K0.00%+48+600.0%Added
Toth Financial Advisory Corp55$11.6K0.00%00.0%Unchanged
Evermay Wealth Management LLC55$11.6K0.00%00.0%Unchanged
Atlantic Trust, LLC55$11.6K0.00%00.0%Unchanged
Planning Capital Management Corp55$11.6K0.01%00.0%Unchanged
Northwest Capital Management Inc58$12.2K0.00%00.0%Unchanged
Perritt Capital Management Inc61$12.8K0.01%−40−39.6%Reduced
Tanglewood Legacy Advisors, LLC61$12.9K0.01%00.0%Unchanged
Central Bank & Trust Co65$13.7K0.00%00.0%Unchanged
Field & Main Bank65$13.7K0.01%+65New
Aspect Partners, LLC70$14.8K0.01%+5+7.7%Added
Creekmur Asset Management LLC70$14.8K0.00%+9+14.8%Added
Carmichael Hill & Associates, Inc.70$14.8K0.01%00.0%Unchanged
Silicon Valley Capital Partners71$15.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp74$15.6K0.00%00.0%Unchanged
Sound Income Strategies, LLC75$15.8K0.00%+9+13.6%Added
Gleason Group, Inc.75$15.9K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC77$16.2K0.00%+77New
LRI Investments, LLC78$16.4K0.00%00.0%Unchanged
SWS Partners79$16.6K0.00%+79New
First Pacific Financial79$16.6K0.00%00.0%Unchanged
First Personal Financial Services80$16.9K0.00%00.0%Unchanged
Hallmark Capital Management Inc80$16.9K0.00%+80New
Stephens Consulting, LLC80$16.9K0.00%+80New
Atwood & Palmer Inc81$17.1K0.00%−28−25.7%Reduced
Caitlin John, LLC84$17.7K0.01%−5,603−98.5%Reduced
Clean Yield Group85$17.9K0.01%00.0%Unchanged
Oakworth Capital, Inc.85$17.9K0.00%00.0%Unchanged
True Wealth Design, LLC85$17.9K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.87$18.4K0.01%00.0%Unchanged
Anchor Investment Management, LLC88$18.5K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC89$18.8K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP90$19.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC91$19.2K0.01%00.0%Unchanged
WR Wealth Planners, LLC94$19.8K0.01%+6+6.8%Added
ICA Group Wealth Management, LLC95$20.0K0.01%−1,126−92.2%Reduced
WealthCollab, LLC95$20.0K0.01%00.0%Unchanged