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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 99 | $20.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $21.1K | 0.00% | −95−48.7% | Reduced |
| Altshuler Shaham Ltd | 100 | $21.1K | 0.00% | −19−16.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 100 | $21.1K | 0.01% | +100 | New |
| Pacific Capital Wealth Advisors, Inc | 101 | $21.3K | 0.00% | +82+431.6% | Added |
| Key Financial Inc | 103 | $21.7K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 103 | $21.7K | 0.01% | +103 | New |
| Abound Wealth Management | 105 | $22.1K | 0.01% | −2−1.9% | Reduced |
| Stephenson National Bank & Trust | 105 | $22.1K | 0.01% | +8+8.2% | Added |
| RFP Financial Group LLC | 106 | $22.3K | 0.01% | −32−23.2% | Reduced |
| REAP Financial Group, LLC | 111 | $23.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 115 | $24.2K | 0.01% | −24−17.3% | Reduced |
| Asset Dedication, LLC | 115 | $24.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 123 | $25.9K | 0.01% | +3+2.5% | Added |
| Piscataqua Savings Bank | 129 | $27.2K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 129 | $27.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 130 | $27.4K | 0.00% | +6+4.8% | Added |
| Sunbelt Securities, Inc. | 132 | $27.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 133 | $28.0K | 0.00% | +17+14.7% | Added |
| Solstein Capital, LLC | 135 | $28.4K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 135 | $28.4K | 0.01% | +14+11.6% | Added |
| Pacific Center for Financial Services | 136 | $28.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 138 | $29.1K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 139 | $29.5K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 147 | $31.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 150 | $31.6K | 0.01% | −8−5.1% | Reduced |
| Quarry LP | 154 | $32.5K | 0.01% | −64−29.4% | Reduced |
| Tradewinds Capital Management, LLC | 157 | $33.1K | 0.01% | +7+4.7% | Added |
| Atlas Capital Advisors LLC | 158 | $33.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 160 | $33.7K | 0.00% | +80+100.0% | Added |
| Capital Analysts, LLC | 160 | $34.0K | 0.00% | −72−31.0% | Reduced |
| Cornerstone Planning Group LLC | 159 | $34.4K | 0.01% | +12+8.2% | Added |
| Kepos Capital LP | 167 | $35.0K | 0.01% | −10−5.6% | Reduced |
| Canton Hathaway, LLC | 164 | $35.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 168 | $35.4K | 0.01% | +83+97.6% | Added |
| Covestor Ltd | 172 | $36.0K | 0.02% | +1+0.6% | Added |
| Institutional & Family Asset Management, LLC | 177 | $37.3K | 0.01% | −12−6.3% | Reduced |
| Quest Partners LLC | 178 | $37.5K | 0.01% | −7,271−97.6% | Reduced |
| Intelligent Financial Strategies | 189 | $39.8K | 0.02% | −27−12.5% | Reduced |
| Ridgewood Investments LLC | 193 | $40.7K | 0.02% | +193 | New |
| GW&K Investment Management, LLC | 193 | $41.0K | 0.00% | +22+12.9% | Added |
| Iron Horse Wealth Management, LLC | 195 | $41.1K | 0.02% | +171+712.5% | Added |
| Rogco, LP | 196 | $41.3K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 197 | $41.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 197 | $42.0K | 0.01% | −1−0.5% | Reduced |
| First United Bank Trust | 205 | $43.2K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 205 | $43.3K | 0.03% | +11+5.7% | Added |
| JFS Wealth Advisors, LLC | 207 | $43.6K | 0.00% | −19−8.4% | Reduced |
| Stone House Investment Management, LLC | 214 | $45.1K | 0.01% | −14−6.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 220 | $45.3K | 0.03% | −159−42.0% | Reduced |
| Hilltop National Bank | 218 | $45.9K | 0.01% | −250−53.4% | Reduced |
| South State Corp. | 221 | $46.6K | 0.00% | −15−6.4% | Reduced |
| Sachetta, LLC | 210 | $46.8K | 0.02% | +56+36.4% | Added |
| Belmont Capital, LLC | 225 | $47.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 231 | $48.7K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 232 | $48.8K | 0.01% | −2,196−90.4% | Reduced |
| Loomis Sayles & Co L P | 238 | $50.0K | 0.00% | +5+2.1% | Added |
| Operose Advisors LLC | 240 | $50.6K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 240 | $50.6K | 0.03% | +122+103.4% | Added |
| Rise Advisors, LLC | 251 | $52.9K | 0.03% | +1+0.4% | Added |
| Financial Management Professionals, Inc. | 253 | $53.0K | 0.01% | −11−4.2% | Reduced |
| Hobbs Group Advisors, LLC | 256 | $53.9K | 0.02% | +256 | New |
| Virtus Investment Advisers, Inc. | 266 | $56.1K | 0.05% | −138−34.2% | Reduced |
| Richardson Financial Services Inc. | 270 | $56.9K | 0.04% | +215+390.9% | Added |
| DSM Capital Partners LLC | 274 | $57.7K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 17,720 | $59.5K | 0.02% | +15,400+663.8% | Added |
| Glen Eagle Advisors, LLC | 284 | $59.8K | 0.01% | +31+12.3% | Added |
| Perkins Coie Trust Co | 286 | $60.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 288 | $60.7K | 0.04% | +2+0.7% | Added |
| Caldwell Sutter Capital, Inc. | 289 | $60.9K | 0.03% | −41−12.4% | Reduced |
| Addison Advisors LLC | 290 | $61.1K | 0.02% | −307−51.4% | Reduced |
| Logan Capital Management Inc | 298 | $62.8K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 298 | $62.8K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 298 | $62.8K | 0.00% | +8+2.8% | Added |
| Chelsea Counsel Co | 300 | $63.2K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 300 | $63.2K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $64.8K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 324 | $68.0K | 0.01% | −113−25.9% | Reduced |
| Arlington Trust Co LLC | 327 | $68.9K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 328 | $69.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 329 | $69.3K | 0.00% | −6−1.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 331 | $70.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 341 | $71.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 350 | $73.8K | 0.02% | +61+21.1% | Added |
| Beach Investment Counsel Inc | 350 | $74.0K | 0.01% | +350 | New |
| Dougherty Wealth Advisers LLC | 355 | $74.8K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $75.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 360 | $75.9K | 0.00% | −134−27.1% | Reduced |
| Quent Capital, LLC | 360 | $75.9K | 0.01% | +29+8.8% | Added |
| Stuart Chaussee & Associates, Inc. | 374 | $78.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $80.1K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 381 | $80.3K | 0.02% | +58+18.0% | Added |
| Trust Co of Vermont | 382 | $80.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 385 | $81.1K | 0.01% | +73+23.4% | Added |
| Ancora Advisors, LLC | 395 | $83.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 398 | $83.9K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 410 | $86.4K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 413 | $87.0K | 0.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 413 | $87.0K | 0.01% | +15+3.8% | Added |
| Kozak & Associates, Inc. | 417 | $88.7K | 0.02% | 00.0% | Unchanged |