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 |
|---|---|---|---|---|---|
| Alera Investment Advisors, LLC | 1,986 | $418.5K | 0.05% | +1,986 | New |
| S&CO Inc | 2,000 | $421.0K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 1,998 | $421.0K | 0.08% | −2,202−52.4% | Reduced |
| Kanawha Capital Management LLC | 2,003 | $422.1K | 0.03% | +7+0.4% | Added |
| Rockland Trust Co | 2,004 | $422.3K | 0.02% | +829+70.6% | Added |
| Carolinas Wealth Consulting LLC | 2,016 | $424.8K | 0.08% | −24−1.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,026 | $427.1K | 0.02% | −396−16.4% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $428.0K | 0.29% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,035 | $428.8K | 0.37% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,039 | $429.6K | 0.04% | −21−1.0% | Reduced |
| Core Alternative Capital | 2,056 | $433.2K | 0.09% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,073 | $436.8K | 0.20% | −44−2.1% | Reduced |
| Smith, Salley & Associates | 2,076 | $437.4K | 0.03% | −27−1.3% | Reduced |
| Tradewinds, LLC. | 2,078 | $437.9K | 0.13% | +2,078 | New |
| Congress Asset Management Co | 2,087 | $439.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,092 | $440.8K | 0.03% | +1,502+254.6% | Added |
| WestHill Financial Advisors, Inc. | 2,098 | $442.1K | 0.11% | −1,065−33.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $442.5K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,117 | $446.1K | 0.02% | +376+21.6% | Added |
| Gratus Capital LLC | 2,117 | $446.2K | 0.02% | +2,117 | New |
| Gratus Wealth Advisors, LLC | 2,060 | $446.5K | 0.08% | −89−4.1% | Reduced |
| Prosperity Consulting Group, LLC | 2,125 | $447.8K | 0.06% | +37+1.8% | Added |
| Tower Bridge Advisors | 2,129 | $448.6K | 0.05% | −200−8.6% | Reduced |
| Keel Point, LLC | 2,063 | $448.8K | 0.04% | +619+42.9% | Added |
| Parsons Capital Management Inc | 2,131 | $449.0K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,046 | $451.6K | 0.01% | −24−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,143 | $451.6K | 0.03% | −119−5.3% | Reduced |
| Opus Capital Group, LLC | 2,145 | $452.0K | 0.06% | −79−3.6% | Reduced |
| Catalina Capital Group, LLC | 2,149 | $452.9K | 0.17% | +180+9.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,175 | $458.3K | 0.01% | +69+3.3% | Added |
| Reynders McVeigh Capital Management, LLC | 2,195 | $463.0K | 0.03% | −75−3.3% | Reduced |
| Everpar Advisors LLC | 2,204 | $464.4K | 0.23% | +597+37.1% | Added |
| Legacy Financial Advisors, Inc. | 2,222 | $468.3K | 0.08% | +49+2.3% | Added |
| Chesapeake Asset Management LLC | 2,239 | $471.8K | 0.45% | −54−2.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,250 | $474.1K | 0.33% | +1,240+122.8% | Added |
| Sigma Planning Corp | 2,262 | $476.7K | 0.02% | −65−2.8% | Reduced |
| Glenview Trust Co | 2,263 | $476.9K | 0.01% | −22−1.0% | Reduced |
| Talisman Wealth Advisors LLC | 2,264 | $477.1K | 0.55% | −10.0% | Reduced |
| Prospera Financial Services Inc | 2,284 | $481.5K | 0.01% | +844+58.6% | Added |
| Dynamic Advisor Solutions LLC | 2,291 | $482.8K | 0.02% | −281−10.9% | Reduced |
| Penserra Capital Management LLC | 2,319 | $488.0K | 0.01% | +6+0.3% | Added |
| D'Orazio & Associates, Inc. | 2,335 | $492.0K | 0.08% | +221+10.5% | Added |
| Edgestream Partners, L.P. | 2,336 | $492.2K | 0.02% | −21,739−90.3% | Reduced |
| Ambassador Advisors, LLC | 2,346 | $494.3K | 0.09% | +3+0.1% | Added |
| EP Wealth Advisors, LLC | 2,351 | $495.5K | 0.01% | +693+41.8% | Added |
| ASB Consultores, LLC | 2,352 | $495.6K | 0.18% | −1,711−42.1% | Reduced |
| Sentry Investment Management LLC | 2,355 | $496.0K | 0.22% | −482−17.0% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $497.1K | 0.26% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,361 | $497.5K | 0.09% | −10−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,368 | $499.1K | 0.40% | +230+10.8% | Added |
| Gladstone Institutional Advisory LLC | 2,371 | $499.5K | 0.03% | −59−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,392 | $504.0K | 0.05% | +15+0.6% | Added |
| Walter & Keenan Financial Consulting Co | 2,401 | $505.9K | 0.16% | −30−1.2% | Reduced |
| Cynosure Management, LLC | 2,412 | $508.3K | 0.08% | +235+10.8% | Added |
| Ofi Invest Asset Management | 2,586 | $508.4K | 0.01% | +2,347+982.0% | Added |
| Geller Advisors LLC | 2,416 | $509.1K | 0.04% | +149+6.6% | Added |
| Gladius Capital Management LP | 2,429 | $511.8K | 0.51% | +2,429 | New |
| Aberdeen Wealth Management LLC | 2,436 | $513.3K | 0.35% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,443 | $514.9K | 0.04% | +94+4.0% | Added |
| Drake & Associates, LLC | 2,445 | $515.2K | 0.18% | +164+7.2% | Added |
| Brass Tax Wealth Management, Inc | 2,445 | $515.2K | 0.10% | +2,445 | New |
| ARS Investment Partners, LLC | 2,453 | $516.9K | 0.05% | 00.0% | Unchanged |
| James Hambro & Partners | 2,486 | $523.9K | 0.02% | +667+36.7% | Added |
| Broderick Brian C | 2,500 | $526.8K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,517 | $530.4K | 0.01% | −1,468−36.8% | Reduced |
| Eads & Heald Wealth Management | 2,534 | $534.0K | 0.26% | −88−3.4% | Reduced |
| Wealthspire Advisors, LLC | 2,536 | $534.5K | 0.01% | −281−10.0% | Reduced |
| REDW Wealth LLC | 2,537 | $534.6K | 0.14% | −100−3.8% | Reduced |
| Kessler Investment Group, LLC | 2,538 | $534.8K | 0.29% | +112+4.6% | Added |
| Procyon Private Wealth Partners, LLC | 2,547 | $536.7K | 0.04% | −891−25.9% | Reduced |
| Legacy Capital Group California, Inc. | 2,556 | $538.6K | 0.19% | −18−0.7% | Reduced |
| TFB Advisors LLC | 2,573 | $542.2K | 0.18% | +250+10.8% | Added |
| Point72 (DIFC) Ltd | 2,574 | $542.5K | 0.05% | −54,482−95.5% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $543.7K | 0.53% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,596 | $547.0K | 0.06% | +58+2.3% | Added |
| Pure Financial Advisors, Inc. | 2,597 | $547.3K | 0.02% | +43+1.7% | Added |
| Quantitative Investment Management, LLC | 2,605 | $548.0K | 0.06% | −14,050−84.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,613 | $550.7K | 0.12% | +1,103+73.0% | Added |
| Boston Research & Management Inc | 2,620 | $552.0K | 0.14% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,525 | $554.5K | 0.02% | +240+10.5% | Added |
| Arkadios Wealth Advisors | 2,638 | $555.9K | 0.04% | +242+10.1% | Added |
| IHT Wealth Management, LLC | 2,646 | $557.6K | 0.02% | +43+1.7% | Added |
| Amplius Wealth Advisors, LLC | 2,650 | $558.4K | 0.06% | −523−16.5% | Reduced |
| My Legacy Advisors, LLC | 2,659 | $560.3K | 0.18% | +675+34.0% | Added |
| Sweet Financial Partners, LLC | 2,659 | $560.4K | 0.13% | −308−10.4% | Reduced |
| Vista Wealth Management Group, LLC | 2,661 | $560.7K | 0.04% | +334+14.4% | Added |
| Premier Path Wealth Partners, LLC | 2,662 | $561.0K | 0.10% | −48−1.8% | Reduced |
| Forum Financial Management, LP | 2,672 | $563.0K | 0.01% | +98+3.8% | Added |
| Heritage Oak Wealth Advisors LLC | 2,677 | $564.1K | 0.29% | +2,677 | New |
| Capital Advisors Inc | 2,682 | $565.2K | 0.01% | +70+2.7% | Added |
| Florida Financial Advisors, LLC | 2,685 | $565.8K | 0.34% | −73−2.6% | Reduced |
| Aaron Wealth Advisors | 2,740 | $577.4K | 0.08% | +556+25.5% | Added |
| Meritas Wealth Management, LLC | 2,771 | $583.9K | 0.41% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,795 | $589.0K | 0.08% | +701+33.5% | Added |
| Montag A & Associates Inc | 2,800 | $590.0K | 0.03% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,808 | $591.7K | 0.08% | −250−8.2% | Reduced |
| Requisite Capital Management, LLC | 2,809 | $591.9K | 0.13% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,813 | $592.8K | 0.28% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,841 | $598.7K | 0.02% | −76−2.6% | Reduced |
| Atomi Financial Group, Inc. | 2,847 | $599.9K | 0.04% | +1,003+54.4% | Added |