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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 449 | $94.6K | 0.00% | +20+4.7% | Added |
| Islay Capital Management, LLC | 450 | $94.8K | 0.07% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 450 | $94.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 454 | $95.7K | 0.04% | +1+0.2% | Added |
| New England Capital Financial Advisors LLC | 456 | $96.1K | 0.05% | −57−11.1% | Reduced |
| Harbor Investment Advisory, LLC | 457 | $96.3K | 0.01% | −13−2.8% | Reduced |
| Tyler-Stone Wealth Management | 464 | $97.8K | 0.04% | −90−16.2% | Reduced |
| Eagle Bay Advisors LLC | 466 | $98.2K | 0.06% | +8+1.7% | Added |
| Versant Capital Management, Inc | 480 | $101.1K | 0.03% | +96+25.0% | Added |
| Salomon & Ludwin, LLC | 488 | $102.8K | 0.01% | −24−4.7% | Reduced |
| Union Savings Bank | 501 | $105.6K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 552 | $116.0K | 0.01% | −70−11.3% | Reduced |
| Armstrong Advisory Group, Inc | 559 | $117.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 567 | $119.5K | 0.00% | +71+14.3% | Added |
| Bogart Wealth, LLC | 581 | $122.4K | 0.01% | −9−1.5% | Reduced |
| Painted Porch Advisors LLC | 604 | $127.3K | 0.07% | +604 | New |
| Harvest Fund Management Co., Ltd | 609 | $128.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 618 | $130.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 644 | $135.4K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 643 | $135.5K | 0.01% | −40−5.9% | Reduced |
| Raleigh Capital Management Inc. | 696 | $146.8K | 0.06% | +51+7.9% | Added |
| Opal Wealth Advisors, LLC | 698 | $147.1K | 0.05% | +698 | New |
| Gradient Investments LLC | 735 | $154.9K | 0.00% | +42+6.1% | Added |
| Bruce G. Allen Investments, LLC | 746 | $157.2K | 0.13% | +40+5.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 753 | $158.7K | 0.05% | +74+10.9% | Added |
| Family Firm, Inc. | 794 | $167.3K | 0.04% | +794 | New |
| Chilton Capital Management LLC | 800 | $168.6K | 0.01% | −61−7.1% | Reduced |
| Continuum Advisory, LLC | 801 | $168.8K | 0.02% | +301+60.2% | Added |
| St Germain D J Co Inc | 802 | $169.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 841 | $177.2K | 0.05% | +102+13.8% | Added |
| Triad Wealth Partners, LLC | 865 | $182.3K | 0.10% | +865 | New |
| Baldwin Brothers Inc | 875 | $184.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 879 | $185.0K | 0.03% | −1,178−57.3% | Reduced |
| Kelly Financial Services LLC | 886 | $186.7K | 0.07% | +61+7.4% | Added |
| American National Bank | 887 | $186.9K | 0.02% | +33+3.9% | Added |
| CVA Family Office, LLC | 938 | $197.7K | 0.04% | +36+4.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 945 | $199.1K | 0.02% | −200−17.5% | Reduced |
| Principle Wealth Partners LLC | 950 | $200.2K | 0.02% | +950 | New |
| Bristlecone Advisors, LLC | 951 | $200.4K | 0.02% | −157−14.2% | Reduced |
| Stablepoint Partners, LLC | 920 | $202.1K | 0.04% | −302−24.7% | Reduced |
| MONECO Advisors, LLC | 962 | $202.7K | 0.03% | +962 | New |
| Woodward Diversified Capital, LLC | 963 | $202.9K | 0.12% | +963 | New |
| New Century Financial Group, LLC | 963 | $202.9K | 0.09% | +963 | New |
| Destination Wealth Management | 971 | $204.6K | 0.01% | −86−8.1% | Reduced |
| Dogwood Wealth Management LLC | 972 | $204.7K | 0.13% | +470+93.6% | Added |
| Bank of Nova Scotia Trust Co | 972 | $204.8K | 0.02% | −57−5.5% | Reduced |
| Sunflower Bank, N.A. | 972 | $204.8K | 0.05% | −48−4.7% | Reduced |
| Riverwater Partners LLC | 972 | $204.8K | 0.15% | −36−3.6% | Reduced |
| Appleton Partners Inc | 975 | $205.0K | 0.02% | −345−26.1% | Reduced |
| Cubist Systematic Strategies, LLC | 976 | $205.8K | 0.00% | −61,129−98.4% | Reduced |
| AlTi Global, Inc. | 982 | $206.9K | 0.01% | −1,613−62.2% | Reduced |
| Advisory Alpha, LLC | 990 | $208.6K | 0.01% | +990 | New |
| McLean Asset Management Corp | 972 | $208.8K | 0.07% | +972 | New |
| Burke & Herbert Bank & Trust Co | 993 | $209.2K | 0.05% | +993 | New |
| EntryPoint Capital, LLC | 995 | $209.7K | 0.10% | +717+257.9% | Added |
| R. W. Roge & Company, Inc. | 1,000 | $210.0K | 0.12% | 00.0% | Unchanged |
| Cedrus LLC | 997 | $210.1K | 0.11% | +997 | New |
| Kornitzer Capital Management Inc | 1,000 | $210.7K | 0.00% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,000 | $210.7K | 0.05% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,000 | $210.7K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,000 | $210.7K | 0.02% | +2+0.2% | Added |
| Golden State Equity Partners | 1,001 | $210.9K | 0.04% | +1,001 | New |
| Prairieview Wealth Partners, LLC | 1,003 | $211.4K | 0.18% | 00.0% | Unchanged |
| Members Advisory Group LLC | 1,003 | $211.4K | 0.12% | +3+0.3% | Added |
| Alpha Family Trust | 1,005 | $211.8K | 0.12% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,007 | $212.0K | 0.07% | +1,007 | New |
| Reuter James Wealth Management, LLC | 1,008 | $212.4K | 0.16% | +29+3.0% | Added |
| Dudley Capital Management, LLC | 1,010 | $212.8K | 0.12% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,010 | $213.0K | 0.10% | +212+26.6% | Added |
| Grove Bank & Trust | 1,012 | $213.2K | 0.03% | −22−2.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,013 | $213.6K | 0.08% | −50−4.7% | Reduced |
| Childress Capital Advisors, LLC | 1,014 | $213.7K | 0.06% | +1,014 | New |
| BayBridge Capital Group, LLC | 1,018 | $214.6K | 0.17% | +3+0.3% | Added |
| Means Investment Co., Inc. | 1,020 | $214.9K | 0.03% | +1+0.1% | Added |
| Wayfinding Financial, LLC | 1,021 | $215.0K | 0.12% | −29−2.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,024 | $215.8K | 0.01% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,026 | $216.2K | 0.05% | +46+4.7% | Added |
| Verdence Capital Advisors LLC | 1,029 | $216.9K | 0.02% | +22+2.2% | Added |
| BSW Wealth Partners | 1,033 | $217.7K | 0.04% | +37+3.7% | Added |
| Catalytic Wealth RIA, LLC | 1,038 | $218.7K | 0.04% | −267−20.5% | Reduced |
| HMS Capital Management, LLC | 1,043 | $219.8K | 0.11% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 1,042 | $220.0K | 0.05% | +47+4.7% | Added |
| Charter Oak Capital Management, LLC | 1,045 | $220.2K | 0.02% | −5−0.5% | Reduced |
| Family Investment Center, Inc. | 1,047 | $220.6K | 0.07% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,007 | $221.0K | 0.04% | −52−4.9% | Reduced |
| Principal Street Partners, LLC | 1,055 | $222.4K | 0.04% | −408−27.9% | Reduced |
| Middleton & Co Inc | 1,060 | $223.4K | 0.03% | −50−4.5% | Reduced |
| Whalerock Point Partners, LLC | 1,063 | $224.0K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,068 | $225.0K | 0.02% | 00.0% | Unchanged |
| Ariston Services Group | 1,083 | $228.2K | 0.22% | −1−0.1% | Reduced |
| Soltis Investment Advisors LLC | 1,084 | $228.5K | 0.02% | +91+9.2% | Added |
| J.W. Cole Advisors, Inc. | 1,087 | $229.1K | 0.01% | −62−5.4% | Reduced |
| Crescent Grove Advisors, LLC | 1,092 | $230.1K | 0.03% | −169−13.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,096 | $231.0K | 0.01% | +1,096 | New |
| Wealth Management Associates, Inc. | 1,099 | $231.6K | 0.11% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,109 | $233.7K | 0.02% | +1,109 | New |
| Riverview Trust Co | 1,110 | $233.9K | 0.22% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,120 | $236.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,127 | $237.4K | 0.04% | +1,127 | New |
| Schulz Wealth, LTD. | 1,135 | $239.2K | 0.20% | 00.0% | Unchanged |