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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 2,848 | $600.1K | 0.21% | −226−7.4% | Reduced |
| Kearns & Associates LLC | 2,860 | $602.7K | 0.45% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,860 | $602.8K | 0.01% | +62+2.2% | Added |
| AE Wealth Management LLC | 2,868 | $604.4K | 0.01% | +272+10.5% | Added |
| Archvest Wealth Advisors, Inc. | 2,897 | $609.1K | 0.40% | −90−3.0% | Reduced |
| Strid Group, LLC | 2,898 | $610.7K | 0.10% | +25+0.9% | Added |
| McRae Capital Management Inc | 2,899 | $611.1K | 0.14% | +196+7.3% | Added |
| Fluent Financial, LLC | 2,905 | $612.1K | 0.31% | +202+7.5% | Added |
| David Loasby | 2,851 | $612.6K | 0.06% | +689+31.9% | Added |
| Chilton Investment Co LLC | 2,912 | $613.6K | 0.02% | −120−4.0% | Reduced |
| Jefferies Financial Group Inc. | 2,946 | $620.8K | 0.01% | −1,731−37.0% | Reduced |
| X-Square Capital, LLC | 2,957 | $623.0K | 0.29% | +51+1.8% | Added |
| 9258 Wealth Management, LLC | 2,972 | $626.3K | 0.10% | +3+0.1% | Added |
| Proficio Capital Partners LLC | 2,995 | $631.0K | 0.07% | +72+2.5% | Added |
| Cito Capital Group, LLC | 3,000 | $632.0K | 0.25% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,000 | $632.2K | 0.25% | −1,169−28.0% | Reduced |
| Avestar Capital, LLC | 3,014 | $635.1K | 0.07% | +167+5.9% | Added |
| Trust Point Inc. | 3,018 | $636.0K | 0.05% | −899−23.0% | Reduced |
| SOL Capital Management CO | 3,030 | $638.0K | 0.08% | +585+23.9% | Added |
| North Star Asset Management Inc | 3,030 | $638.5K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 3,079 | $648.8K | 0.02% | +17+0.6% | Added |
| IFP Advisors, Inc | 3,100 | $653.4K | 0.03% | +840+37.2% | Added |
| Defined Wealth Management, LLC | 3,131 | $659.8K | 0.46% | +16+0.5% | Added |
| MQS Management LLC | 3,143 | $662.3K | 0.40% | +3,143 | New |
| Bill Few Associates, Inc. | 3,173 | $668.6K | 0.26% | +23+0.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,176 | $669.2K | 0.14% | −4,746−59.9% | Reduced |
| Ellevest, Inc. | 3,176 | $669.2K | 0.04% | −447−12.3% | Reduced |
| Waller Financial Planning Group, Inc | 3,179 | $669.9K | 0.18% | +11+0.3% | Added |
| Thrive Wealth Management, LLC | 3,180 | $670.1K | 0.13% | +25+0.8% | Added |
| GeoWealth Management, LLC | 3,186 | $671.4K | 0.03% | +794+33.2% | Added |
| Waldron Private Wealth LLC | 3,193 | $672.8K | 0.03% | +87+2.8% | Added |
| Banque Cantonale Vaudoise | 3,190 | $673.0K | 0.03% | −10,870−77.3% | Reduced |
| Duncker Streett & Co Inc | 3,200 | $674.3K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,201 | $674.6K | 0.01% | +188+6.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $683.6K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $684.8K | 0.09% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,263 | $687.6K | 0.22% | −10−0.3% | Reduced |
| Napatree Capital LLC | 3,269 | $688.8K | 0.56% | +3,269 | New |
| Founders Financial Securities LLC | 3,271 | $689.3K | 0.07% | +168+5.4% | Added |
| Capital Investment Advisors, LLC | 3,271 | $689.3K | 0.02% | −1,215−27.1% | Reduced |
| Baader Bank INC | 3,345 | $694.1K | 0.05% | +275+9.0% | Added |
| Abbrea Capital, LLC | 3,298 | $695.0K | 0.09% | +39+1.2% | Added |
| Two Sigma Securities, LLC | 3,332 | $702.1K | 0.03% | −417−11.1% | Reduced |
| Empower Advisory Group, LLC | 3,339 | $703.6K | 0.00% | +42+1.3% | Added |
| Permanent Capital Management, LP | 3,220 | $704.0K | 0.15% | +3,220 | New |
| Graypoint LLC | 3,362 | $708.5K | 0.05% | −76−2.2% | Reduced |
| Skopos Labs, Inc. | 3,499 | $713.4K | 0.31% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,392 | $714.8K | 0.06% | −265−7.2% | Reduced |
| Spire Wealth Management | 3,393 | $715.1K | 0.03% | −829−19.6% | Reduced |
| Massmutual Trust Co FSB | 3,399 | $716.2K | 0.02% | +751+28.4% | Added |
| Level Four Advisory Services, LLC | 3,407 | $718.0K | 0.03% | +472+16.1% | Added |
| Gateway Investment Advisers LLC | 3,408 | $718.1K | 0.01% | −379−10.0% | Reduced |
| Paradigm Financial Partners, LLC | 3,414 | $719.5K | 0.11% | +2,106+161.0% | Added |
| Frank, Rimerman Advisors LLC | 3,415 | $719.6K | 0.05% | +3,386+11,675.9% | Added |
| Hilltop Holdings Inc. | 3,485 | $734.4K | 0.09% | +137+4.1% | Added |
| Noesis Capital Mangement Corp | 3,500 | $737.5K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $737.5K | 0.27% | 00.0% | Unchanged |
| Ledyard National Bank | 3,501 | $737.7K | 0.07% | +1,167+50.0% | Added |
| Mma Asset Management LLC | 3,504 | $738.4K | 0.35% | +9+0.3% | Added |
| Sage Mountain Advisors LLC | 3,507 | $739.0K | 0.07% | +482+15.9% | Added |
| Congress Wealth Management LLC | 3,576 | $753.6K | 0.01% | −4,317−54.7% | Reduced |
| Vista Investment Partners LLC | 3,600 | $758.6K | 0.25% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,629 | $764.8K | 0.08% | +5+0.1% | Added |
| Louisbourg Investments Inc. | 4,911 | $768.7K | 0.22% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,670 | $773.3K | 0.11% | +916+33.3% | Added |
| Strategic Blueprint, LLC | 3,677 | $774.9K | 0.05% | +266+7.8% | Added |
| Hutchinson Capital Management | 3,681 | $775.7K | 0.16% | +5+0.1% | Added |
| McAdam, LLC | 3,683 | $776.1K | 0.05% | −45−1.2% | Reduced |
| Shira Ridge Wealth Management | 3,707 | $781.1K | 0.44% | +38+1.0% | Added |
| Williams Jones Wealth Management, LLC. | 3,724 | $784.7K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,736 | $787.8K | 0.01% | +2,131+132.8% | Added |
| Matthew Goff Investment Advisor, LLC | 3,749 | $790.0K | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,747 | $790.0K | 0.03% | −258−6.4% | Reduced |
| Sageworth Trust Co | 3,750 | $790.2K | 0.05% | +3,750 | New |
| Quadcap Wealth Management, LLC | 3,759 | $792.1K | 0.14% | −33−0.9% | Reduced |
| VeraBank, N.A. | 3,775 | $795.5K | 0.25% | −15−0.4% | Reduced |
| Westpac Banking Corp | 3,775 | $795.5K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,797 | $800.1K | 0.06% | −90−2.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,808 | $802.4K | 0.08% | −183−4.6% | Reduced |
| Dakota Wealth Management | 3,828 | $806.6K | 0.02% | −102−2.6% | Reduced |
| Fulton Bank, N.A. | 3,837 | $808.5K | 0.03% | −342−8.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,856 | $812.6K | 0.01% | +6+0.2% | Added |
| Journey Strategic Wealth LLC | 3,877 | $816.9K | 0.03% | +1,130+41.1% | Added |
| TrinityPoint Wealth, LLC | 3,878 | $817.2K | 0.13% | +4+0.1% | Added |
| Benjamin Edwards Inc | 3,900 | $822.0K | 0.16% | +236+6.4% | Added |
| White Pine Investment CO | 3,900 | $822.0K | 0.24% | +3,900 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,766 | $824.4K | 0.01% | −47−1.2% | Reduced |
| Waypoint Capital Advisors, LLC | 3,921 | $826.2K | 0.21% | +9+0.2% | Added |
| Buckingham Strategic Wealth, LLC | 3,923 | $826.6K | 0.01% | −130−3.2% | Reduced |
| SFMG, LLC | 3,946 | $831.4K | 0.07% | −380−8.8% | Reduced |
| Northwest Bank & Trust Co | 3,949 | $832.1K | 0.70% | +131+3.4% | Added |
| Personal Cfo Solutions, LLC | 3,986 | $839.9K | 0.13% | −1,314−24.8% | Reduced |
| Smartleaf Asset Management LLC | 3,984 | $840.5K | 0.14% | +741+22.8% | Added |
| NorthStar Asset Management LLC | 3,995 | $841.9K | 0.58% | +395+11.0% | Added |
| Quotient Wealth Partners, LLC | 4,022 | $847.5K | 0.03% | +1,804+81.3% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $848.8K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,036 | $850.6K | 0.05% | −22−0.5% | Reduced |
| Qsemble Capital Management, LP | 4,045 | $852.4K | 0.16% | +4,045 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,047 | $852.7K | 0.27% | +4,047 | New |
| Caldwell Trust Co | 4,051 | $853.6K | 0.09% | +580+16.7% | Added |