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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 17,707 | $3.73M | 0.53% | −734−4.0% | Reduced |
| Northcape Capital Pty Ltd | 17,767 | $3.74M | 0.56% | −2,989−14.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 17,774 | $3.75M | 0.07% | +14+0.1% | Added |
| Agf Management Ltd | 17,836 | $3.76M | 0.02% | +1,105+6.6% | Added |
| Becker Capital Management Inc | 18,011 | $3.80M | 0.13% | −419−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 18,294 | $3.85M | 0.07% | −1,791−8.9% | Reduced |
| LGT Group Foundation | 18,360 | $3.87M | 0.06% | 00.0% | Unchanged |
| Morton Community Bank | 18,378 | $3.87M | 1.09% | +884+5.1% | Added |
| Souders Financial Advisors | 18,579 | $3.92M | 0.59% | +443+2.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,940 | $3.99M | 1.65% | +693+3.8% | Added |
| Andra AP-fonden | 19,000 | $4.00M | 0.07% | −24,300−56.1% | Reduced |
| Seven Eight Capital, LP | 19,156 | $4.04M | 0.42% | +19,156 | New |
| Alerus Financial NA | 19,310 | $4.07M | 0.30% | −314−1.6% | Reduced |
| Argent Trust Co | 19,402 | $4.09M | 0.18% | +313+1.6% | Added |
| Investment Management Corp of Ontario | 19,617 | $4.13M | 0.11% | +3,000+18.1% | Added |
| Sompo Asset Management Co., Ltd. | 19,680 | $4.15M | 0.70% | −1,400−6.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,760 | $4.16M | 0.59% | +9,905+100.5% | Added |
| Vinva Investment Management Ltd | 19,814 | $4.18M | 0.21% | +1,718+9.5% | Added |
| Susquehanna Fundamental Investments, LLC | 19,900 | $4.19M | 0.10% | +19,900 | New |
| RBF Capital, LLC | 20,000 | $4.21M | 0.25% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 20,236 | $4.26M | 0.02% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 20,430 | $4.31M | 0.39% | +360+1.8% | Added |
| Gamco Investors, Inc. Et Al | 20,509 | $4.32M | 0.05% | −650−3.1% | Reduced |
| Zions Bancorporation, N.A. | 20,702 | $4.36M | 0.35% | −4,524−17.9% | Reduced |
| Rakuten Investment Management, Inc. | 20,964 | $4.42M | 0.03% | +7,725+58.4% | Added |
| Quantinno Capital Management LP | 21,162 | $4.46M | 0.08% | +5,401+34.3% | Added |
| E. Ohman J:or Asset Management AB | 21,274 | $4.48M | 0.11% | +1,150+5.7% | Added |
| CWM, LLC | 21,527 | $4.54M | 0.02% | +121+0.6% | Added |
| Conning Inc. | 21,738 | $4.58M | 0.16% | +18,100+497.5% | Added |
| Axxcess Wealth Management, LLC | 21,947 | $4.62M | 0.13% | +21+0.1% | Added |
| Lafayette Investments, Inc. | 22,033 | $4.64M | 1.06% | −40−0.2% | Reduced |
| Brevan Howard Capital Management LP | 22,490 | $4.74M | 0.31% | +18,593+477.1% | Added |
| BNP Paribas | 22,823 | $4.81M | 0.24% | −673−2.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,784 | $4.83M | 0.38% | +118+0.5% | Added |
| Kinsale Capital Group, Inc. | 23,124 | $4.87M | 1.69% | +4,279+22.7% | Added |
| Essex LLC | 23,192 | $4.89M | 1.09% | −479−2.0% | Reduced |
| Metis Global Partners, LLC | 23,397 | $4.93M | 0.17% | +30.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 23,498 | $4.95M | 0.43% | +1,149+5.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 23,610 | $4.98M | 1.20% | −33−0.1% | Reduced |
| Parcion Private Wealth LLC | 23,831 | $5.02M | 0.46% | +215+0.9% | Added |
| Kestra Advisory Services, LLC | 24,182 | $5.06M | 0.03% | +1,839+8.2% | Added |
| UniSuper Management Pty Ltd | 24,053 | $5.07M | 0.04% | +12,855+114.8% | Added |
| Reliant Investment Management, LLC | 24,409 | $5.14M | 2.42% | +115+0.5% | Added |
| Keybank National Association | 24,787 | $5.22M | 0.02% | −309−1.2% | Reduced |
| CX Institutional | 24,792 | $5.22M | 0.25% | +1,070+4.5% | Added |
| New Mexico Educational Retirement Board | 24,841 | $5.23M | 0.18% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 25,001 | $5.27M | 1.96% | −500−2.0% | Reduced |
| Capital Planning Advisors, LLC | 25,415 | $5.36M | 0.92% | +987+4.0% | Added |
| Bonness Enterprises Inc | 25,500 | $5.37M | 1.97% | 00.0% | Unchanged |
| Diversified Trust Co | 25,553 | $5.38M | 0.15% | +9,184+56.1% | Added |
| Harrington Investments, INC | 25,864 | $5.45M | 3.09% | −735−2.8% | Reduced |
| Commerce Bank | 25,943 | $5.47M | 0.04% | +37+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 26,162 | $5.51M | 0.43% | +512+2.0% | Added |
| American Trust | 26,169 | $5.51M | 0.45% | −1,544−5.6% | Reduced |
| Cornerstone Advisors, LLC | 26,300 | $5.54M | 0.23% | −1,400−5.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 26,614 | $5.61M | 0.54% | −384−1.4% | Reduced |
| FineMark National Bank & Trust | 26,658 | $5.62M | 0.21% | +352+1.3% | Added |
| Oak Ridge Investments LLC | 26,915 | $5.67M | 0.54% | +1,433+5.6% | Added |
| Wolverine Trading, LLC | 27,044 | $5.70M | 0.09% | +3,960+17.2% | Added |
| Vontobel Holding Ltd. | 27,299 | $5.75M | 0.02% | −8,260−23.2% | Reduced |
| Legacy Advisors, LLC | 27,793 | $5.86M | 0.71% | +1,916+7.4% | Added |
| Snowden Capital Advisors LLC | 27,897 | $5.88M | 0.17% | −551−1.9% | Reduced |
| Louisiana State Employees Retirement System | 27,900 | $5.88M | 0.11% | −700−2.4% | Reduced |
| Securian Asset Management, Inc | 28,331 | $5.97M | 0.17% | −647−2.2% | Reduced |
| Bessemer Group Inc | 28,657 | $6.04M | 0.01% | +2,203+8.3% | Added |
| Synovus Financial Corp | 29,097 | $6.13M | 0.08% | +919+3.3% | Added |
| Federated Hermes, Inc. | 29,314 | $6.18M | 0.01% | −505−1.7% | Reduced |
| Bleakley Financial Group, LLC | 29,983 | $6.32M | 0.18% | −227−0.8% | Reduced |
| Ieq Capital, LLC | 30,335 | $6.39M | 0.09% | +1,869+6.6% | Added |
| Stonegate Investment Group, LLC | 30,367 | $6.40M | 0.19% | −124−0.4% | Reduced |
| Bayesian Capital Management, LP | 30,371 | $6.40M | 0.73% | +30,371 | New |
| Northwestern Mutual Wealth Management Co | 30,483 | $6.42M | 0.01% | −404−1.3% | Reduced |
| Tower View Investment Management & Research LLC | 30,690 | $6.47M | 3.71% | +243+0.8% | Added |
| Alps Advisors Inc | 30,773 | $6.48M | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 30,794 | $6.49M | 0.24% | −3,183−9.4% | Reduced |
| NBT Bank N A | 31,051 | $6.54M | 0.47% | −681−2.1% | Reduced |
| Simplicity Wealth,LLC | 31,213 | $6.58M | 0.15% | +1,043+3.5% | Added |
| GWM Advisors LLC | 31,492 | $6.64M | 0.05% | +7,075+29.0% | Added |
| Siemens Fonds Invest GmbH | 31,596 | $6.66M | 0.50% | +90+0.3% | Added |
| Hartford Investment Management Co | 31,680 | $6.68M | 0.23% | −785−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 31,737 | $6.69M | 0.27% | +2,096+7.1% | Added |
| Crossmark Global Holdings, Inc. | 31,860 | $6.71M | 0.13% | +204+0.6% | Added |
| Churchill Management Corp | 32,623 | $6.87M | 0.08% | −20.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 33,379 | $7.03M | 0.12% | +8,443+33.9% | Added |
| SYSTM Wealth Solutions LLC | 33,585 | $7.08M | 1.58% | +1,531+4.8% | Added |
| Ipswich Investment Management Co., Inc. | 33,733 | $7.11M | 1.66% | +125+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 33,862 | $7.14M | 0.08% | +324+1.0% | Added |
| Strategic Wealth Designers | 34,542 | $7.26M | 0.92% | +34,542 | New |
| MBB Public Markets I LLC | 34,667 | $7.31M | 0.15% | +33,597+3,139.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,101 | $7.40M | 0.04% | −68,935−66.3% | Reduced |
| FORA Capital, LLC | 35,423 | $7.46M | 0.91% | +6,287+21.6% | Added |
| Auxier Asset Management | 35,605 | $7.50M | 1.19% | −80.0% | Reduced |
| Bancreek Capital Management, LP | 35,976 | $7.58M | 5.92% | +538+1.5% | Added |
| Ci Investments Inc. | 36,148 | $7.62M | 0.03% | −19,286−34.8% | Reduced |
| Achmea Investment Management B.V. | 36,289 | $7.65M | 0.14% | −22,970−38.8% | Reduced |
| Longbow Finance SA | 36,444 | $7.68M | 0.79% | −2,422−6.2% | Reduced |
| Bennett Selby Investments LP | 36,489 | $7.69M | 3.45% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 36,498 | $7.69M | 0.06% | +31,708+662.0% | Added |
| MinichMacGregor Wealth Management, LLC | 36,705 | $7.73M | 1.89% | +4,487+13.9% | Added |
| Kentucky Retirement Systems | 37,130 | $7.82M | 0.23% | −234−0.6% | Reduced |