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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 815,133 | $171.8M | 0.10% | −8,125−1.0% | Reduced |
| California State Teachers Retirement System | 838,119 | $176.6M | 0.22% | +13,715+1.7% | Added |
| National Pension Service | 846,858 | $178.4M | 0.21% | +11,085+1.3% | Added |
| Nordea Investment Management AB | 890,890 | $188.5M | 0.22% | −16,086−1.8% | Reduced |
| Ninety One UK Ltd | 900,747 | $189.8M | 0.52% | −18,189−2.0% | Reduced |
| Voloridge Investment Management, LLC | 904,686 | $190.6M | 0.71% | −92,859−9.3% | Reduced |
| Jennison Associates LLC | 924,490 | $194.8M | 0.12% | −7,962−0.9% | Reduced |
| Raymond James & Associates | 925,411 | $195.0M | 0.13% | +23,133+2.6% | Added |
| Polar Capital Holdings Plc | 1,004,011 | $211.6M | 1.25% | −2040.0% | Reduced |
| Rhumbline Advisers | 1,020,054 | $214.9M | 0.20% | −13,868−1.3% | Reduced |
| Aviva PLC | 1,052,636 | $221.8M | 0.61% | +103,515+10.9% | Added |
| Waverton Investment Management Ltd | 1,054,632 | $222.2M | 4.19% | +96,638+10.1% | Added |
| First Trust Advisors LP | 1,125,566 | $237.2M | 0.24% | −74,118−6.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,137,365 | $239.7M | 0.58% | −254,115−18.3% | Reduced |
| Findlay Park Partners LLP | 1,155,267 | $243.4M | 2.29% | −8,900−0.8% | Reduced |
| Acadian Asset Management LLC | 1,159,536 | $244.3M | 0.75% | −105,259−8.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,162,365 | $244.9M | 0.18% | −83,670−6.7% | Reduced |
| FIL Ltd | 1,164,427 | $245.4M | 0.24% | +112,624+10.7% | Added |
| Storebrand Asset Management AS | 1,166,244 | $245.8M | 0.82% | +19,436+1.7% | Added |
| Envestnet Asset Management Inc | 1,175,640 | $247.7M | 0.09% | +175,396+17.5% | Added |
| DekaBank Deutsche Girozentrale | 1,196,279 | $254.5M | 0.46% | +20,996+1.8% | Added |
| Bank of Montreal | 1,212,906 | $260.2M | 0.13% | +35,135+3.0% | Added |
| American Century Companies Inc | 1,278,660 | $269.4M | 0.16% | −99,562−7.2% | Reduced |
| HSBC Holdings PLC | 1,319,365 | $278.2M | 0.18% | +165,713+14.4% | Added |
| Alliancebernstein L.P. | 1,367,293 | $288.1M | 0.10% | −17,126−1.2% | Reduced |
| Swiss National Bank | 1,455,700 | $306.7M | 0.21% | −20,900−1.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,460,625 | $307.8M | 5.78% | +55,855+4.0% | Added |
| Ako Capital LLP | 1,486,981 | $313.3M | 4.31% | +211,930+16.6% | Added |
| Montrusco Bolton Investments Inc. | 1,618,461 | $333.9M | 3.50% | −90,462−5.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,630,916 | $343.7M | 0.74% | −232,501−12.5% | Reduced |
| Impax Asset Management Group plc | 1,716,610 | $360.8M | 1.47% | +212,858+14.2% | Added |
| Bahl & Gaynor Inc | 1,842,276 | $388.2M | 2.17% | −21,280−1.1% | Reduced |
| Dimensional Fund Advisors LP | 1,978,875 | $417.0M | 0.11% | +190,371+10.6% | Added |
| Royal Bank of Canada | 2,023,274 | $426.3M | 0.10% | +468,991+30.2% | Added |
| Janus Henderson Group PLC | 2,189,737 | $461.4M | 0.25% | +47,337+2.2% | Added |
| Barclays PLC | 2,247,910 | $473.7M | 0.22% | −128,421−5.4% | Reduced |
| California Public Employees Retirement System | 2,370,939 | $499.6M | 0.37% | −754,602−24.1% | Reduced |
| Invesco Ltd. | 2,446,585 | $515.5M | 0.11% | +56,624+2.4% | Added |
| Alphinity Investment Management Pty Ltd | 2,475,115 | $521.6M | 3.84% | +508,527+25.9% | Added |
| Nippon Life Insurance Co | 2,622,700 | $552.7M | 24.29% | 00.0% | Unchanged |
| Longview Partners (Guernsey) LTD | 2,654,657 | $559.4M | 4.15% | −355,110−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,673,495 | $563.4M | 0.11% | +50,972+1.9% | Added |
| Capital Research Global Investors | 2,674,606 | $563.6M | 0.12% | +412,596+18.2% | Added |
| Amundi | 2,808,972 | $598.0M | 0.23% | +1,228,144+77.7% | Added |
| Primecap Management Co | 2,871,716 | $605.1M | 0.44% | −9,895−0.3% | Reduced |
| Lazard Asset Management LLC | 3,114,726 | $656.3M | 0.82% | −122,287−3.8% | Reduced |
| Jensen Investment Management Inc | 3,226,258 | $679.8M | 5.56% | +40,182+1.3% | Added |
| Wells Fargo & Company | 3,307,049 | $696.9M | 0.18% | +1,993+0.1% | Added |
| Bank of New York Mellon Corp | 3,308,504 | $697.2M | 0.13% | −112,291−3.3% | Reduced |
| Clearbridge Investments, LLC | 3,409,110 | $718.4M | 0.58% | +58,461+1.7% | Added |
| Artisan Partners Limited Partnership | 3,450,272 | $727.0M | 1.11% | +1,898+0.1% | Added |
| Deutsche Bank AG | 3,457,956 | $728.7M | 0.33% | +629,199+22.2% | Added |
| Legal & General Group Plc | 3,613,429 | $761.4M | 0.22% | +41,981+1.2% | Added |
| Goldman Sachs Group Inc | 3,786,103 | $797.8M | 0.16% | +336,511+9.8% | Added |
| JPMorgan Chase & Co | 3,815,532 | $804.0M | 0.07% | −838,337−18.0% | Reduced |
| UBS Group AG | 3,931,712 | $828.5M | 0.25% | +355,149+9.9% | Added |
| T. Rowe Price Investment Management, Inc. | 4,061,285 | $855.8M | 0.54% | +13,757+0.3% | Added |
| Parnassus Investments | 4,189,126 | $882.7M | 1.92% | −29,042−0.7% | Reduced |
| Nuveen Asset Management, LLC | 4,618,181 | $973.1M | 0.28% | −75,045−1.6% | Reduced |
| UBS Asset Management Americas Inc | 4,684,969 | $987.2M | 0.28% | +784,055+20.1% | Added |
| Northern Trust Corp | 5,451,616 | $1.15B | 0.19% | −8,981−0.2% | Reduced |
| Norges Bank | 6,082,403 | $1.28B | 0.19% | −3,639−0.1% | Reduced |
| Morgan Stanley | 6,328,329 | $1.33B | 0.10% | +258,227+4.3% | Added |
| Mawer Investment Management Ltd. | 6,970,148 | $1.47B | 6.95% | −143,346−2.0% | Reduced |
| Bank of America Corp | 7,620,429 | $1.61B | 0.15% | −178,062−2.3% | Reduced |
| Ameriprise Financial Inc | 7,936,217 | $1.67B | 0.45% | −12,406−0.2% | Reduced |
| Wellington Management Group LLP | 9,094,262 | $1.92B | 0.34% | −2,783,009−23.4% | Reduced |
| Price T Rowe Associates Inc | 10,582,471 | $2.23B | 0.27% | −41,602−0.4% | Reduced |
| Massachusetts Financial Services Co | 11,069,159 | $2.33B | 0.72% | −195,693−1.7% | Reduced |
| Geode Capital Management, LLC | 11,654,070 | $2.45B | 0.22% | +1,044,600+9.8% | Added |
| Capital World Investors | 17,672,247 | $3.72B | 0.61% | +451,650+2.6% | Added |
| Capital International Investors | 18,308,112 | $3.86B | 0.79% | −1,644,361−8.2% | Reduced |
| State Street Corp | 20,903,224 | $4.40B | 0.19% | −65,177−0.3% | Reduced |
| FMR LLC | 20,926,925 | $4.41B | 0.28% | +1,711,801+8.9% | Added |
| BlackRock Inc. | 42,337,144 | $8.92B | 0.20% | +378,798+0.9% | Added |
| Vanguard Group Inc | 44,038,447 | $9.28B | 0.18% | +121,177+0.3% | Added |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −832,258−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −159,264−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −115,722−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −101,701−100.0% | Sold out |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −94,768−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −36,436−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −33,341−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −22,106−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −19,844−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,417−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,066−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,802−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −12,771−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,182−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −9,157−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −8,824−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −7,348−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,157−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −5,420−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −3,936−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |