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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 1,136 | $239.4K | 0.16% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,144 | $241.1K | 0.01% | −127−10.0% | Reduced |
| Fortress Wealth Group, LLC | 1,105 | $241.9K | 0.12% | +121+12.3% | Added |
| Tuttle Tactical Management | 1,168 | $242.5K | 1.46% | +1,168 | New |
| Members Wealth LLC | 1,138 | $242.6K | 0.16% | +1,138 | New |
| Parkside Financial Bank & Trust | 1,156 | $243.6K | 0.04% | +23+2.0% | Added |
| Guardian Wealth Advisors, LLC | 1,157 | $243.8K | 0.03% | −23−1.9% | Reduced |
| Hollencrest Capital Management | 1,158 | $244.0K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,161 | $244.7K | 0.08% | +1,161 | New |
| Rossmore Private Capital | 1,166 | $245.7K | 0.03% | −15−1.3% | Reduced |
| MainStreet Investment Advisors LLC | 1,171 | $246.8K | 0.03% | +1,171 | New |
| Colonial Trust Co | 1,177 | $248.0K | 0.04% | +162+16.0% | Added |
| C M Bidwell & Associates Ltd | 1,180 | $248.7K | 0.17% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,185 | $249.7K | 0.04% | −50−4.0% | Reduced |
| Austin Private Wealth, LLC | 1,197 | $252.2K | 0.03% | +31+2.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,197 | $252.3K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $252.9K | 0.16% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $252.9K | 0.07% | 00.0% | Unchanged |
| Perpetual Ltd | 1,200 | $252.9K | 0.00% | 00.0% | Unchanged |
| TradeLink Capital LLC | 1,200 | $253.0K | 0.73% | +1,200 | New |
| First Nebraska Trust Co | 1,206 | $254.1K | 0.03% | −157−11.5% | Reduced |
| Cornerstone Wealth Group, LLC | 1,210 | $255.0K | 0.02% | +87+7.7% | Added |
| New England Professional Planning Group Inc. | 1,211 | $255.2K | 0.13% | 00.0% | Unchanged |
| Parthenon LLC | 1,213 | $255.6K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,222 | $257.5K | 0.01% | +214+21.2% | Added |
| Pallas Capital Advisors LLC | 1,194 | $259.6K | 0.01% | +145+13.8% | Added |
| Great Lakes Advisors, LLC | 1,236 | $260.5K | 0.00% | −63−4.8% | Reduced |
| Jones Financial Companies LLLP | 1,238 | $260.9K | 0.00% | +1,092+747.9% | Added |
| Pointe Capital Management LLC | 1,246 | $262.6K | 0.16% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,249 | $263.2K | 0.01% | +19+1.5% | Added |
| Patron Partners Advisors, LLC | 1,250 | $263.4K | 0.15% | −103−7.6% | Reduced |
| Twin Focus Capital Partners, LLC | 1,253 | $264.1K | 0.04% | 00.0% | Unchanged |
| Ballast, Inc. | 1,256 | $264.7K | 0.08% | +26+2.1% | Added |
| EagleClaw Capital Managment, LLC | 1,264 | $266.4K | 0.05% | −150−10.6% | Reduced |
| Braun-Bostich & Associates Inc. | 1,267 | $267.0K | 0.20% | +1,267 | New |
| Aveo Capital Partners, LLC | 1,273 | $268.2K | 0.03% | +36+2.9% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $269.1K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,281 | $269.9K | 0.11% | +1,281 | New |
| Vestor Capital, LLC | 1,282 | $270.0K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,282 | $270.2K | 0.09% | +9+0.7% | Added |
| Thrive Capital Management, LLC | 1,284 | $270.5K | 0.12% | +2+0.2% | Added |
| Ignite Planners, LLC | 1,265 | $270.6K | 0.07% | +19+1.5% | Added |
| Vicus Capital | 1,285 | $270.7K | 0.02% | +115+9.8% | Added |
| Nwam LLC | 1,286 | $270.9K | 0.08% | −40−3.0% | Reduced |
| Onefund, LLC | 1,286 | $271.0K | 0.30% | +20+1.6% | Added |
| Anderson Hoagland & Co | 1,280 | $271.1K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,288 | $271.5K | 0.01% | +1,288 | New |
| Fort Washington Investment Advisors Inc | 1,291 | $272.0K | 0.00% | −17−1.3% | Reduced |
| Resources Management Corp | 1,325 | $279.0K | 0.04% | −15−1.1% | Reduced |
| Summit Global Investments | 1,327 | $280.0K | 0.02% | −7−0.5% | Reduced |
| YHB Investment Advisors, Inc. | 1,329 | $280.0K | 0.02% | +28+2.2% | Added |
| Busey Wealth Management | 1,330 | $280.3K | 0.01% | −132−9.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,332 | $281.0K | 0.03% | −8−0.6% | Reduced |
| Legacy Advisory Services, LLC | 1,336 | $281.6K | 0.26% | +4+0.3% | Added |
| Mairs & Power Inc | 1,338 | $281.9K | 0.00% | −840−38.6% | Reduced |
| Farmers & Merchants Investments Inc | 1,338 | $281.9K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,339 | $282.2K | 0.03% | +119+9.8% | Added |
| Signature Estate & Investment Advisors LLC | 1,345 | $283.4K | 0.01% | +1,345 | New |
| Rice Hall James & Associates, LLC | 1,350 | $284.5K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $284.5K | 0.09% | +150+12.5% | Added |
| Everett Harris & Co | 1,354 | $285.3K | 0.00% | +158+13.2% | Added |
| Tyche Wealth Partners LLC | 1,356 | $285.8K | 0.07% | −441−24.5% | Reduced |
| Trilogy Capital Inc. | 1,361 | $286.8K | 0.02% | +1+0.1% | Added |
| Stiles Financial Services Inc | 1,366 | $287.8K | 0.11% | −150−9.9% | Reduced |
| Klingenstein Fields & Co LP | 1,370 | $288.7K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,378 | $290.4K | 0.06% | +1,378 | New |
| Warren Averett Asset Management, LLC | 1,378 | $290.4K | 0.01% | +273+24.7% | Added |
| Umpqua Bank | 1,380 | $290.8K | 0.11% | −15−1.1% | Reduced |
| Fernwood Investment Management, LLC | 1,382 | $291.2K | 0.09% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,382 | $291.2K | 0.08% | +49+3.7% | Added |
| Cromwell Holdings LLC | 1,390 | $292.9K | 0.18% | +1,390 | New |
| Rehmann Capital Advisory Group | 1,392 | $293.4K | 0.02% | +193+16.1% | Added |
| Inscription Capital, LLC | 1,395 | $294.0K | 0.05% | 00.0% | Unchanged |
| Dempze Nancy E | 1,400 | $295.0K | 0.20% | +150+12.0% | Added |
| Park Place Capital Corp | 1,405 | $296.1K | 0.09% | −228−14.0% | Reduced |
| Haverford Trust Co | 1,414 | $298.0K | 0.00% | +1,414 | New |
| Main Line Retirement Advisors, LLC | 1,417 | $298.6K | 0.23% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,420 | $299.3K | 0.16% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,425 | $300.3K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 1,429 | $300.5K | 0.04% | +1,426+47,533.3% | Added |
| Strategic Financial Concepts, LLC | 67,171 | $302.0K | 0.00% | +67,171 | New |
| PFS Partners, LLC | 1,434 | $302.2K | 0.19% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,434 | $302.2K | 0.22% | +222+18.3% | Added |
| German American Bancorp, Inc. | 1,434 | $302.2K | 0.03% | +1,434 | New |
| Lindbrook Capital, LLC | 1,435 | $302.4K | 0.03% | −97−6.3% | Reduced |
| Breakwater Capital Group | 1,438 | $303.0K | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,445 | $304.5K | 0.01% | −138−8.7% | Reduced |
| Fayez Sarofim & Co | 1,450 | $305.5K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 1,453 | $306.2K | 0.08% | +40+2.8% | Added |
| Alta Advisers Ltd | 1,463 | $308.3K | 0.15% | +163+12.5% | Added |
| HCR Wealth Advisors | 1,467 | $309.1K | 0.04% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,481 | $312.2K | 0.03% | +106+7.7% | Added |
| Northeast Financial Consultants Inc | 1,500 | $316.1K | 0.01% | −1,060−41.4% | Reduced |
| Veracity Capital LLC | 1,515 | $319.2K | 0.13% | −42−2.7% | Reduced |
| Angeles Wealth Management, LLC | 1,521 | $320.5K | 0.03% | +1,521 | New |
| Ameritas Advisory Services, LLC | 1,526 | $321.5K | 0.01% | +198+14.9% | Added |
| Umb Bank N A | 1,528 | $322.0K | 0.01% | +180+13.4% | Added |
| Bailard, Inc. | 1,530 | $322.4K | 0.01% | −6−0.4% | Reduced |
| Detalus Advisors, LLC | 1,541 | $324.7K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 1,541 | $324.7K | 0.01% | +76+5.2% | Added |