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 |
|---|---|---|---|---|---|
| Green Harvest Asset Management LLC | 1,544 | $325.4K | 0.01% | +519+50.6% | Added |
| Fielder Capital Group LLC | 1,554 | $327.4K | 0.13% | +3+0.2% | Added |
| Deseret Mutual Benefit Administrators | 1,557 | $328.1K | 0.15% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,557 | $328.1K | 0.17% | −125−7.4% | Reduced |
| First Affirmative Financial Network | 1,564 | $329.5K | 0.23% | −18−1.1% | Reduced |
| Fisher Asset Management, LLC | 1,570 | $331.0K | 0.00% | +1,570 | New |
| Catalyst Financial Partners LLC | 1,571 | $331.0K | 0.07% | +91+6.1% | Added |
| Gateway Advisory, LLC | 1,572 | $331.3K | 0.06% | +1,572 | New |
| Sterling Group Wealth Management, LLC | 1,575 | $331.9K | 0.19% | +1,575 | New |
| SlateStone Wealth, LLC | 1,573 | $332.0K | 0.04% | +249+18.8% | Added |
| Acorn Creek Capital LLC | 1,580 | $332.9K | 0.20% | +31+2.0% | Added |
| Carret Asset Management, LLC | 1,580 | $332.9K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $332.9K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,585 | $334.0K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,589 | $334.8K | 0.02% | +125+8.5% | Added |
| Clark Capital Management Group, Inc. | 1,591 | $335.3K | 0.00% | −4,332−73.1% | Reduced |
| Marcum Wealth, LLC | 1,592 | $335.5K | 0.03% | +324+25.6% | Added |
| TCI Wealth Advisors, Inc. | 1,593 | $335.7K | 0.03% | +1,593 | New |
| Capital Wealth Planning, LLC | 1,596 | $336.3K | 0.00% | +196+14.0% | Added |
| HTLF Bank | 1,599 | $336.9K | 0.04% | −2−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,602 | $337.5K | 0.02% | −7−0.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,607 | $339.0K | 0.16% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $339.0K | 0.19% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,611 | $339.5K | 0.03% | −10−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 1,612 | $339.7K | 0.05% | +200+14.2% | Added |
| Cornerstone Advisory, LLC | 1,612 | $339.8K | 0.05% | +61+3.9% | Added |
| Morningstar Investment Services LLC | 1,618 | $341.0K | 0.00% | +454+39.0% | Added |
| Leonteq Securities AG | 1,623 | $342.0K | 0.05% | +134+9.0% | Added |
| Outlook Wealth Advisors, LLC | 1,624 | $342.2K | 0.17% | +1,624 | New |
| Dechtman Wealth Management, LLC | 1,629 | $343.3K | 0.08% | +1+0.1% | Added |
| Lockerman Financial Group, Inc. | 1,633 | $344.1K | 0.62% | +495+43.5% | Added |
| Arete Wealth Advisors, LLC | 1,637 | $345.0K | 0.03% | +1,637 | New |
| Advisors Preferred, LLC | 1,641 | $345.0K | 0.06% | +1,641 | New |
| Meridian Wealth Advisors, LLC | 1,647 | $347.0K | 0.06% | +10+0.6% | Added |
| AdvisorNet Financial, Inc | 1,662 | $350.2K | 0.03% | −182−9.9% | Reduced |
| Davis R M Inc | 1,662 | $350.2K | 0.01% | +94+6.0% | Added |
| Capstone Investment Advisors, LLC | 1,666 | $351.1K | 0.01% | −2,023−54.8% | Reduced |
| Hexagon Capital Partners LLC | 1,666 | $351.1K | 0.08% | +327+24.4% | Added |
| Berkshire Asset Management LLC | 1,683 | $354.6K | 0.02% | +1,683 | New |
| Advisors Capital Management, LLC | 1,685 | $355.0K | 0.01% | +288+20.6% | Added |
| Gryphon Financial Partners LLC | 1,689 | $355.9K | 0.05% | +616+57.4% | Added |
| Kinloch Capital, LLC | 1,695 | $357.2K | 0.19% | −15−0.9% | Reduced |
| Jarislowsky, Fraser Ltd | 1,700 | $358.2K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,705 | $361.1K | 0.03% | +1,705 | New |
| Investment Partners, Ltd. | 1,719 | $362.2K | 0.16% | +102+6.3% | Added |
| Moors & Cabot, Inc. | 1,720 | $362.5K | 0.02% | −25−1.4% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $363.5K | 0.01% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,732 | $365.0K | 0.33% | +1,732 | New |
| SOA Wealth Advisors, LLC. | 1,734 | $365.4K | 0.07% | −97−5.3% | Reduced |
| Bank of New Hampshire | 1,735 | $365.6K | 0.10% | −376−17.8% | Reduced |
| MCF Advisors LLC | 1,735 | $365.6K | 0.03% | +36+2.1% | Added |
| Aprio Wealth Management, LLC | 1,751 | $368.9K | 0.07% | −243−12.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,753 | $369.3K | 0.03% | −59−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,756 | $370.0K | 0.01% | +48+2.8% | Added |
| Motco | 1,756 | $370.0K | 0.02% | +120+7.3% | Added |
| Nations Financial Group Inc, | 1,767 | $372.3K | 0.03% | +234+15.3% | Added |
| Mayport, LLC | 1,768 | $372.5K | 0.13% | 00.0% | Unchanged |
| New Hampshire Trust | 1,778 | $374.7K | 0.09% | 00.0% | Unchanged |
| Apriem Advisors | 1,786 | $376.3K | 0.05% | 00.0% | Unchanged |
| Ewa, LLC | 1,721 | $377.0K | 0.16% | +22+1.3% | Added |
| Verus Capital Partners, LLC | 1,789 | $377.1K | 0.04% | −158−8.1% | Reduced |
| Evergreen Capital Management LLC | 1,791 | $377.4K | 0.01% | +274+18.1% | Added |
| Daymark Wealth Partners, LLC | 1,791 | $377.4K | 0.02% | +675+60.5% | Added |
| Cassady Schiller Wealth Management, LLC | 1,798 | $378.9K | 0.15% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,800 | $379.3K | 0.03% | 00.0% | Unchanged |
| RDA Financial Network | 1,800 | $379.3K | 0.12% | +38+2.2% | Added |
| Norris Perne & French LLP | 1,802 | $379.7K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,802 | $379.7K | 0.09% | +159+9.7% | Added |
| Dillon & Associates Inc | 1,800 | $380.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,828 | $385.2K | 0.03% | +748+69.3% | Added |
| GLOBALT Investments LLC | 1,834 | $386.5K | 0.02% | −34−1.8% | Reduced |
| Westover Capital Advisors, LLC | 1,843 | $388.4K | 0.10% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,846 | $389.0K | 0.06% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,850 | $390.0K | 0.05% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,860 | $391.9K | 0.06% | +81+4.6% | Added |
| Hall Laurie J Trustee | 1,860 | $392.0K | 0.14% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,873 | $394.7K | 0.01% | −40−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,880 | $396.2K | 0.05% | +17+0.9% | Added |
| Heritage Wealth Management, Inc. | 1,852 | $396.2K | 0.13% | +1,852 | New |
| Acima Private Wealth, LLC | 1,881 | $396.4K | 0.15% | 00.0% | Unchanged |
| Optas, LLC | 1,885 | $397.2K | 0.10% | +5+0.3% | Added |
| L2 Asset Management, LLC | 1,886 | $397.4K | 0.12% | +174+10.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,886 | $397.4K | 0.04% | +200+11.9% | Added |
| Allstate Corp | 1,894 | $399.1K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 1,894 | $399.1K | 0.05% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,897 | $399.7K | 0.12% | +68+3.7% | Added |
| Roble, Belko & Company, Inc | 1,910 | $402.0K | 0.07% | −396−17.2% | Reduced |
| Journey Advisory Group, LLC | 1,920 | $404.6K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,921 | $404.8K | 0.00% | +122+6.8% | Added |
| Insigneo Advisory Services, LLC | 1,873 | $405.2K | 0.05% | +117+6.7% | Added |
| CKW Financial Group | 1,934 | $407.0K | 0.05% | +4+0.2% | Added |
| Mather Group, LLC. | 1,978 | $407.3K | 0.01% | +348+21.3% | Added |
| Willow Creek Wealth Management Inc. | 1,940 | $408.8K | 0.05% | −8−0.4% | Reduced |
| Mattern Capital Management, LLC | 1,951 | $411.1K | 0.06% | +409+26.5% | Added |
| Ashton Thomas Private Wealth, LLC | 1,954 | $411.7K | 0.02% | −1,162−37.3% | Reduced |
| Avantax Planning Partners, Inc. | 1,954 | $411.8K | 0.01% | +1+0.1% | Added |
| Wallace Capital Management Inc. | 1,960 | $413.0K | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,974 | $416.0K | 0.07% | +71+3.7% | Added |
| Commerzbank Aktiengesellschaft | 1,980 | $418.0K | 0.01% | +130+7.0% | Added |
| Fukoku Mutual Life Insurance Co | 1,985 | $418.3K | 0.03% | −321−13.9% | Reduced |