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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 37,376 | $7.88M | 2.19% | +2,149+6.1% | Added |
| Mizuho Securities USA LLC | 37,988 | $8.00M | 0.18% | +37,988 | New |
| Marks Group Wealth Management, Inc | 38,017 | $8.01M | 0.84% | −483−1.3% | Reduced |
| Maryland State Retirement & Pension System | 38,431 | $8.10M | 0.15% | −432−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 38,729 | $8.16M | 0.06% | +24,181+166.2% | Added |
| Calamos Wealth Management LLC | 39,087 | $8.24M | 0.44% | +668+1.7% | Added |
| Contravisory Investment Management, Inc. | 39,122 | $8.24M | 1.83% | −1,018−2.5% | Reduced |
| Builder Investment Group Inc | 39,406 | $8.30M | 2.27% | −55−0.1% | Reduced |
| Phoenix Holdings Ltd. | 39,591 | $8.34M | 0.13% | +4,925+14.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.45M | 1.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 40,277 | $8.49M | 0.07% | +5,537+15.9% | Added |
| Blair William & Co | 40,630 | $8.56M | 0.03% | −282−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 40,881 | $8.61M | 0.22% | −115−0.3% | Reduced |
| Vestcor Inc | 41,329 | $8.71M | 0.29% | +79+0.2% | Added |
| Elo Mutual Pension Insurance Co | 41,489 | $8.74M | 0.20% | −3,564−7.9% | Reduced |
| Oregon Public Employees Retirement Fund | 42,325 | $8.92M | 0.18% | +260+0.6% | Added |
| Huntington National Bank | 42,414 | $8.94M | 0.07% | −531−1.2% | Reduced |
| Artemis Investment Management LLP | 42,555 | $8.97M | 0.12% | +42,555 | New |
| Hudson Valley Investment Advisors Inc | 47,056 | $9.02M | 1.17% | −7,006−13.0% | Reduced |
| Cresset Asset Management, LLC | 43,561 | $9.18M | 0.04% | +4,134+10.5% | Added |
| Walleye Capital LLC | 44,373 | $9.35M | 0.10% | +25,306+132.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,309 | $9.55M | 0.03% | +430+1.0% | Added |
| MML Investors Services, LLC | 45,461 | $9.58M | 0.04% | −8,466−15.7% | Reduced |
| Pinebridge Investments, L.P. | 45,755 | $9.64M | 0.08% | −620−1.3% | Reduced |
| DuPont Capital Management Corp | 45,873 | $9.67M | 0.84% | −10,378−18.4% | Reduced |
| Sawgrass Asset Management LLC | 46,334 | $9.76M | 1.06% | −810−1.7% | Reduced |
| Interval Partners, LP | 46,430 | $9.78M | 0.29% | −7,645−14.1% | Reduced |
| Bell Asset Management Ltd | 46,442 | $9.79M | 1.37% | −3,931−7.8% | Reduced |
| Illinois Municipal Retirement Fund | 46,775 | $9.86M | 0.15% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 47,188 | $9.94M | 0.26% | +4,262+9.9% | Added |
| Mercer Global Advisors Inc | 47,729 | $10.1M | 0.03% | +2,103+4.6% | Added |
| Segall Bryant & Hamill, LLC | 47,762 | $10.1M | 0.18% | −5,171−9.8% | Reduced |
| JustInvest LLC | 48,500 | $10.2M | 0.19% | +4,450+10.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,597 | $10.2M | 0.17% | −18,877−28.0% | Reduced |
| Advisors Asset Management, Inc. | 48,707 | $10.3M | 0.20% | −14,694−23.2% | Reduced |
| Pacer Advisors, Inc. | 48,719 | $10.3M | 0.02% | −245−0.5% | Reduced |
| M&T Bank Corp | 49,045 | $10.3M | 0.04% | −4,733−8.8% | Reduced |
| Capital International Sarl | 50,926 | $10.7M | 0.33% | +27,286+115.4% | Added |
| Foyston, Gordon, & Payne Inc | 53,708 | $11.3M | 2.79% | +93+0.2% | Added |
| Daiwa Securities Group Inc. | 53,816 | $11.3M | 0.06% | +4,948+10.1% | Added |
| L1 Capital International Pty Ltd | 54,112 | $11.4M | 4.56% | +3,285+6.5% | Added |
| Advisor Group Holdings, Inc. | 54,032 | $11.4M | 0.03% | +6,245+13.1% | Added |
| Azimuth Capital Investment Management LLC | 54,114 | $11.4M | 0.46% | −110−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 53,843 | $11.5M | 0.02% | −588−1.1% | Reduced |
| Cetera Investment Advisers | 55,017 | $11.6M | 0.03% | −479−0.9% | Reduced |
| Bank of Nova Scotia | 55,671 | $11.7M | 0.02% | −42,666−43.4% | Reduced |
| Running Oak Capital LLC | 55,684 | $11.7M | 1.82% | +3,277+6.3% | Added |
| Wealthfront Advisers LLC | 55,762 | $11.8M | 0.04% | +364+0.7% | Added |
| Brinker Capital Investments, LLC | 55,946 | $11.8M | 0.12% | −1,071−1.9% | Reduced |
| Orion Portfolio Solutions, LLC | 55,946 | $11.8M | 0.12% | −1,071−1.9% | Reduced |
| Swiss Life Asset Management Ltd | 56,544 | $11.9M | 0.14% | +12,648+28.8% | Added |
| Aptus Capital Advisors, LLC | 57,104 | $12.0M | 0.23% | +13,217+30.1% | Added |
| King Luther Capital Management Corp | 57,532 | $12.1M | 0.05% | +43,618+313.5% | Added |
| Annex Advisory Services, LLC | 57,572 | $12.1M | 0.43% | +1,423+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 58,906 | $12.4M | 0.35% | +1,033+1.8% | Added |
| First American Bank | 59,741 | $12.6M | 0.94% | +180+0.3% | Added |
| Apollon Wealth Management, LLC | 60,267 | $12.7M | 0.39% | +1,696+2.9% | Added |
| Nissay Asset Management Corp | 60,529 | $12.8M | 0.08% | +2,307+4.0% | Added |
| Harbour Trust & Investment Management Co | 60,532 | $12.8M | 1.52% | +186+0.3% | Added |
| ING Groep NV | 60,943 | $12.8M | 0.08% | −1,093−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,972 | $13.1M | 0.03% | +7,735+14.3% | Added |
| Mutual of America Capital Management LLC | 62,134 | $13.1M | 0.14% | −2,372−3.7% | Reduced |
| State of Alaska, Department of Revenue | 62,405 | $13.1M | 0.15% | −1,030−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,192 | $13.3M | 0.02% | +8,443+15.4% | Added |
| Candriam Luxembourg S.C.A. | 63,355 | $13.3M | 0.08% | +3,800+6.4% | Added |
| Levin Capital Strategies, L.P. | 63,888 | $13.5M | 1.42% | −700−1.1% | Reduced |
| Brown Advisory Inc | 64,289 | $13.5M | 0.02% | +8,033+14.3% | Added |
| Ethic Inc. | 64,743 | $13.6M | 0.32% | +9,176+16.5% | Added |
| Washington Trust Bank | 64,921 | $13.7M | 1.35% | +1,385+2.2% | Added |
| West Coast Financial LLC | 66,111 | $13.9M | 1.65% | +579+0.9% | Added |
| JLB & Associates Inc | 67,616 | $14.2M | 1.92% | −628−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 67,622 | $14.2M | 0.06% | −1,893−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 67,961 | $14.3M | 0.49% | −277−0.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 68,535 | $14.4M | 1.07% | −404−0.6% | Reduced |
| Prudential PLC | 68,579 | $14.5M | 0.10% | +14,792+27.5% | Added |
| Compagnie Lombard Odier SCmA | 68,584 | $14.5M | 0.24% | +2,922+4.5% | Added |
| Oppenheimer Asset Management Inc. | 69,324 | $14.6M | 0.19% | +20,167+41.0% | Added |
| Yousif Capital Management, LLC | 71,100 | $15.0M | 0.17% | −206−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 71,264 | $15.0M | 0.04% | −340−0.5% | Reduced |
| RMB Capital Management, LLC | 71,733 | $15.1M | 0.36% | −3,464−4.6% | Reduced |
| Nixon Peabody Trust Co | 73,892 | $15.6M | 1.38% | −3,343−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 74,134 | $15.6M | 0.16% | +5,751+8.4% | Added |
| Atria Investments LLC | 74,306 | $15.7M | 0.20% | +8,405+12.8% | Added |
| Alaska Permanent Fund Corp | 70,443 | $15.7M | 0.23% | +318+0.5% | Added |
| New York Life Investment Management LLC | 74,798 | $15.8M | 0.16% | +832+1.1% | Added |
| Sanctuary Advisors, LLC | 81,871 | $16.2M | 0.12% | +81,871 | New |
| Gabelli Funds LLC | 77,400 | $16.3M | 0.12% | −4,200−5.1% | Reduced |
| Torray LLC | 77,877 | $16.4M | 2.45% | −9,145−10.5% | Reduced |
| Northwest & Ethical Investments L.P. | 78,730 | $16.6M | 0.48% | +7,380+10.3% | Added |
| Segment Wealth Management, LLC | 78,919 | $16.6M | 1.23% | +851+1.1% | Added |
| TD Waterhouse Canada Inc. | 79,150 | $16.7M | 0.15% | +11,513+17.0% | Added |
| Factory Mutual Insurance Co | 79,400 | $16.7M | 0.19% | 00.0% | Unchanged |
| Scotia Capital Inc. | 79,423 | $16.7M | 0.10% | +2,356+3.1% | Added |
| Fort Pitt Capital Group, LLC | 79,915 | $16.8M | 0.51% | −3,884−4.6% | Reduced |
| Utah Retirement Systems | 81,221 | $17.1M | 0.20% | −4,600−5.4% | Reduced |
| Banco Santander, S.A. | 81,369 | $17.1M | 0.21% | +15,550+23.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,052 | $17.5M | 0.21% | +2,531+3.1% | Added |
| Public Sector Pension Investment Board | 83,525 | $17.6M | 0.11% | +5,982+7.7% | Added |
| Osborne Partners Capital Management, LLC | 84,638 | $17.8M | 1.07% | +1,412+1.7% | Added |
| Private Capital Advisors, Inc. | 85,132 | $17.9M | 2.00% | −2,990−3.4% | Reduced |