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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 10,224 | $2.17M | 0.12% | −1,419−12.2% | Reduced |
| TKG Advisors, LLC | 10,296 | $2.17M | 1.18% | −149−1.4% | Reduced |
| Venture Visionary Partners LLC | 10,404 | $2.19M | 0.10% | +186+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,440 | $2.20M | 0.12% | +5,365+105.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.21M | 1.14% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,543 | $2.22M | 0.05% | +1,459+16.1% | Added |
| Wetherby Asset Management Inc | 10,578 | $2.23M | 0.11% | −89−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,635 | $2.24M | 0.01% | −1,098−9.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,840 | $2.28M | 0.09% | +1,718+18.8% | Added |
| Aigen Investment Management, LP | 10,856 | $2.29M | 0.44% | +10,856 | New |
| Tiaa Trust, National Association | 10,912 | $2.30M | 0.01% | −120−1.1% | Reduced |
| First Manhattan Co | 11,055 | $2.33M | 0.01% | +2,946+36.3% | Added |
| Regions Financial Corp | 11,059 | $2.33M | 0.02% | −4,734−30.0% | Reduced |
| Howland Capital Management LLC | 11,062 | $2.33M | 0.11% | −131−1.2% | Reduced |
| Toroso Investments, LLC | 11,102 | $2.34M | 0.03% | −12,205−52.4% | Reduced |
| Larson Financial Group LLC | 11,105 | $2.34M | 0.16% | +545+5.2% | Added |
| Sciencast Management LP | 11,272 | $2.38M | 0.83% | +11,272 | New |
| Horizon Investments, LLC | 11,336 | $2.38M | 0.07% | +211+1.9% | Added |
| TCW Group Inc | 11,352 | $2.39M | 0.02% | +264+2.4% | Added |
| HighPoint Advisor Group LLC | 10,804 | $2.40M | 0.14% | −320−2.9% | Reduced |
| Icon Advisers Inc | 11,500 | $2.42M | 0.54% | 00.0% | Unchanged |
| Heritage Trust Co | 11,575 | $2.44M | 0.32% | −168−1.4% | Reduced |
| MAI Capital Management | 11,618 | $2.45M | 0.02% | −492−4.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,793 | $2.49M | 0.12% | +199+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 11,827 | $2.49M | 0.10% | −113−0.9% | Reduced |
| Merit Financial Group, LLC | 11,920 | $2.51M | 0.06% | −1,697−12.5% | Reduced |
| Hamilton Capital Partners Inc. | 12,052 | $2.54M | 0.27% | +1,332+12.4% | Added |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.54M | 0.40% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,171 | $2.56M | 0.03% | +3,011+32.9% | Added |
| Vident Advisory, LLC | 12,388 | $2.61M | 0.07% | −17,668−58.8% | Reduced |
| Bokf, NA | 12,393 | $2.61M | 0.05% | +12+0.1% | Added |
| Summit Financial, LLC | 12,398 | $2.61M | 0.12% | +5,206+72.4% | Added |
| Icon Wealth Advisors, LLC | 11,759 | $2.62M | 0.23% | −253−2.1% | Reduced |
| Virtu Financial LLC | 12,589 | $2.65M | 0.19% | +12,589 | New |
| CAPROCK Group, Inc. | 12,618 | $2.66M | 0.11% | +7,113+129.2% | Added |
| HBK Sorce Advisory LLC | 12,672 | $2.67M | 0.09% | −102−0.8% | Reduced |
| Private Trust Co NA | 12,702 | $2.68M | 0.29% | −12−0.1% | Reduced |
| Dynasty Wealth Management, LLC | 12,784 | $2.69M | 0.08% | +361+2.9% | Added |
| Brown, Lisle/Cummings, Inc. | 12,791 | $2.70M | 0.88% | −30−0.2% | Reduced |
| Kimelman & Baird, LLC | 12,895 | $2.72M | 0.22% | +12,895 | New |
| Veriti Management LLC | 12,992 | $2.74M | 0.17% | +2,731+26.6% | Added |
| V-Square Quantitative Management LLC | 13,021 | $2.74M | 0.44% | +167+1.3% | Added |
| Change Path, LLC | 13,143 | $2.77M | 0.14% | −400−3.0% | Reduced |
| Empowered Funds, LLC | 13,220 | $2.79M | 0.05% | +1,416+12.0% | Added |
| Pensionmark Financial Group, LLC | 13,261 | $2.79M | 0.17% | +7,935+149.0% | Added |
| G&S Capital LLC | 12,840 | $2.81M | 1.22% | −493−3.7% | Reduced |
| Bouvel Investment Partners, LLC | 13,391 | $2.82M | 1.09% | −31−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 13,544 | $2.85M | 0.07% | −69−0.5% | Reduced |
| Hartline Investment Corp | 13,582 | $2.86M | 0.38% | +13,582 | New |
| Quadrature Capital Ltd | 13,594 | $2.86M | 0.05% | +13,594 | New |
| United Capital Financial Advisers, LLC | 13,598 | $2.87M | 0.02% | −786−5.5% | Reduced |
| Gotham Asset Management, LLC | 13,620 | $2.87M | 0.04% | −41,978−75.5% | Reduced |
| Park Avenue Securities LLC | 13,688 | $2.88M | 0.04% | +392+2.9% | Added |
| Freestone Capital Holdings, LLC | 13,718 | $2.89M | 0.10% | +126+0.9% | Added |
| Sumitomo Life Insurance Co | 13,859 | $2.92M | 0.07% | −92−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 13,910 | $2.93M | 0.07% | +163+1.2% | Added |
| Suncoast Equity Management | 14,020 | $2.95M | 0.33% | +5,262+60.1% | Added |
| Union Heritage Capital, LLC | 14,064 | $2.96M | 1.17% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,094 | $2.97M | 0.43% | −600−4.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.97M | 0.37% | 00.0% | Unchanged |
| United Services Automobile Association | 14,128 | $2.98M | 0.08% | −1,048−6.9% | Reduced |
| Aviso Financial Inc. | 14,182 | $2.99M | 0.17% | +14,182 | New |
| Moody National Bank Trust Division | 14,547 | $3.07M | 0.24% | +17+0.1% | Added |
| Welch & Forbes LLC | 14,546 | $3.08M | 0.04% | −300−2.0% | Reduced |
| South Dakota Investment Council | 14,652 | $3.09M | 0.06% | −16−0.1% | Reduced |
| Paloma Partners Management Co | 14,779 | $3.11M | 0.27% | +13,613+1,167.5% | Added |
| Lindenwold Advisors | 14,804 | $3.12M | 1.67% | −80−0.5% | Reduced |
| Private Advisor Group, LLC | 15,020 | $3.17M | 0.02% | +329+2.2% | Added |
| Accurate Wealth Management, LLC | 14,635 | $3.20M | 0.77% | −150−1.0% | Reduced |
| Strategic Investment Advisors | 15,321 | $3.23M | 0.39% | −415−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 15,416 | $3.25M | 0.01% | −1,804−10.5% | Reduced |
| Beacon Pointe Advisors, LLC | 15,551 | $3.28M | 0.04% | −88−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,680 | $3.30M | 0.09% | +68+0.4% | Added |
| Northwest Investment Counselors, LLC | 15,701 | $3.31M | 0.83% | −160−1.0% | Reduced |
| RSM US Wealth Management LLC | 15,731 | $3.31M | 0.06% | +15,731 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 15,892 | $3.35M | 0.23% | −344−2.1% | Reduced |
| DRW Securities, LLC | 16,056 | $3.39M | 0.21% | +16,056 | New |
| Resources Investment Advisors, LLC. | 16,171 | $3.41M | 0.04% | +7,340+83.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,249 | $3.42M | 0.04% | +1,316+8.8% | Added |
| Plato Investment Management Ltd | 16,403 | $3.46M | 0.32% | +237+1.5% | Added |
| Kinneret Advisory, LLC | 16,428 | $3.46M | 0.33% | −10,989−40.1% | Reduced |
| NewEdge Wealth, LLC | 16,434 | $3.46M | 0.08% | −296−1.8% | Reduced |
| Ascent Group, LLC | 16,467 | $3.47M | 0.28% | +3,407+26.1% | Added |
| ExodusPoint Capital Management, LP | 16,519 | $3.48M | 0.04% | −19,970−54.7% | Reduced |
| NEOS Investment Management LLC | 16,546 | $3.49M | 0.14% | +4,980+43.1% | Added |
| Sustainable Insight Capital Management, LLC | 16,600 | $3.50M | 1.75% | +2,558+18.2% | Added |
| First Citizens Bank & Trust Co | 16,707 | $3.52M | 0.07% | +450+2.8% | Added |
| Hantz Financial Services, Inc. | 16,733 | $3.53M | 0.07% | +47+0.3% | Added |
| Empirical Finance, LLC | 16,738 | $3.53M | 0.22% | −1,227−6.8% | Reduced |
| Capital International Ltd | 16,908 | $3.56M | 0.16% | +16,908 | New |
| Shelton Capital Management | 16,985 | $3.58M | 0.10% | −12,370−42.1% | Reduced |
| Ronald Blue Trust, Inc. | 17,470 | $3.60M | 0.05% | +2,345+15.5% | Added |
| Omers Administration Corp | 17,090 | $3.60M | 0.03% | +17,090 | New |
| Pitcairn Co | 17,130 | $3.61M | 0.22% | +1,777+11.6% | Added |
| Norinchukin Bank, The | 17,139 | $3.61M | 0.10% | +217+1.3% | Added |
| Occidental Asset Management, LLC | 17,202 | $3.62M | 0.64% | +911+5.6% | Added |
| Transcend Wealth Collective, LLC | 17,383 | $3.66M | 0.27% | +2,779+19.0% | Added |
| Two Sigma Advisers, LP | 17,400 | $3.67M | 0.01% | +6,100+54.0% | Added |
| Red Cedar Investment Management, LLC | 17,521 | $3.69M | 0.50% | −3,737−17.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 17,605 | $3.71M | 0.72% | +17,605 | New |