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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 4,080 | $859.6K | 0.05% | +600+17.2% | Added |
| Allworth Financial LP | 3,971 | $860.8K | 0.01% | +620+18.5% | Added |
| iA Global Asset Management Inc. | 4,119 | $868.0K | 0.02% | −6,699−61.9% | Reduced |
| Missouri Trust & Investment Co | 4,133 | $870.9K | 0.33% | −3,503−45.9% | Reduced |
| Point72 Hong Kong Ltd | 4,150 | $874.4K | 0.05% | −19,820−82.7% | Reduced |
| nVerses Capital, LLC | 4,200 | $885.0K | 0.53% | +3,100+281.8% | Added |
| SRN Advisors, LLC | 4,205 | $886.1K | 0.74% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,276 | $901.0K | 0.44% | +45+1.1% | Added |
| Essex Investment Management Co LLC | 4,282 | $902.3K | 0.17% | −437−9.3% | Reduced |
| Allred Capital Management, LLC | 4,293 | $904.7K | 0.35% | −265−5.8% | Reduced |
| Advance Capital Management, Inc. | 4,294 | $904.8K | 0.04% | +20.0% | Added |
| AMG National Trust Bank | 4,303 | $906.7K | 0.02% | +89+2.1% | Added |
| Farther Finance Advisors, LLC | 4,325 | $909.3K | 0.04% | +1,986+84.9% | Added |
| Western Wealth Management, LLC | 4,316 | $909.4K | 0.07% | +137+3.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,323 | $910.9K | 0.05% | +143+3.4% | Added |
| Integrated Wealth Concepts LLC | 4,363 | $919.3K | 0.01% | +689+18.8% | Added |
| Diversify Advisory Services, LLC | 4,357 | $922.8K | 0.05% | −784−15.2% | Reduced |
| Nicolet Bankshares Inc | 4,428 | $933.1K | 0.23% | +511+13.0% | Added |
| Schechter Investment Advisors, LLC | 4,438 | $935.2K | 0.07% | +186+4.4% | Added |
| Jump Financial, LLC | 4,446 | $936.9K | 0.02% | −256−5.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,478 | $943.6K | 0.07% | +4,478 | New |
| Dorsey & Whitney Trust CO LLC | 4,481 | $944.2K | 0.07% | −604−11.9% | Reduced |
| National Asset Management, Inc. | 4,489 | $946.0K | 0.02% | +1,288+40.2% | Added |
| JGP Wealth Management, LLC | 4,501 | $948.5K | 0.14% | +169+3.9% | Added |
| Quadrant Private Wealth Management, LLC | 4,501 | $948.5K | 0.22% | +57+1.3% | Added |
| Stephens Inc | 4,512 | $950.8K | 0.01% | −377−7.7% | Reduced |
| Red Door Wealth Management, LLC | 4,538 | $956.2K | 0.17% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 4,547 | $958.1K | 0.01% | +4,547 | New |
| Connecticut Wealth Management, LLC | 4,568 | $962.5K | 0.05% | +186+4.2% | Added |
| Leavell Investment Management, Inc. | 4,591 | $967.0K | 0.05% | +1,416+44.6% | Added |
| Nilsine Partners, LLC | 4,615 | $972.5K | 0.13% | −10−0.2% | Reduced |
| SageView Advisory Group, LLC | 4,632 | $976.2K | 0.05% | +4,632 | New |
| Cullen/Frost Bankers, Inc. | 4,633 | $976.3K | 0.01% | +1,097+31.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,638 | $977.4K | 0.10% | −222−4.6% | Reduced |
| West Family Investments, Inc. | 4,702 | $990.8K | 0.30% | +88+1.9% | Added |
| Beck Bode, LLC | 4,702 | $990.8K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,714 | $993.3K | 0.25% | +4,714 | New |
| Murphy Pohlad Asset Management LLC | 4,730 | $996.7K | 0.43% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 4,735 | $997.7K | 0.63% | +72+1.5% | Added |
| Marshall Financial Group LLC | 4,747 | $1.00M | 0.28% | +319+7.2% | Added |
| Mount Yale Investment Advisors, LLC | 4,757 | $1.00M | 0.08% | +3,656+332.1% | Added |
| Manchester Capital Management LLC | 4,768 | $1.00M | 0.12% | +138+3.0% | Added |
| Symmetry Partners, LLC | 4,803 | $1.01M | 0.05% | +585+13.9% | Added |
| HM Payson & Co | 4,806 | $1.01M | 0.02% | −122−2.5% | Reduced |
| Douglas Lane & Associates, LLC | 4,833 | $1.02M | 0.01% | −64−1.3% | Reduced |
| Lake Street Advisors Group, LLC | 4,867 | $1.03M | 0.05% | −269−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,657 | $1.04M | 0.07% | +133+2.9% | Added |
| Proequities, Inc. | 4,926 | $1.04M | 0.06% | +1,272+34.8% | Added |
| Boston Financial Mangement LLC | 4,981 | $1.05M | 0.03% | +57+1.2% | Added |
| Integrated Advisors Network LLC | 5,014 | $1.06M | 0.05% | +366+7.9% | Added |
| Kathmere Capital Management, LLC | 5,078 | $1.07M | 0.11% | +502+11.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.07M | 0.62% | −100−1.9% | Reduced |
| Fortis Capital Advisors, LLC | 5,103 | $1.08M | 0.39% | +939+22.6% | Added |
| Csenge Advisory Group | 5,108 | $1.08M | 0.06% | +1,299+34.1% | Added |
| West Paces Advisors Inc. | 5,109 | $1.08M | 0.28% | −35−0.7% | Reduced |
| Cascade Financial Partners, LLC | 5,136 | $1.08M | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,175 | $1.09M | 0.20% | −57−1.1% | Reduced |
| AA Financial Advisors, LLC | 5,201 | $1.10M | 0.39% | −106−2.0% | Reduced |
| Fullcircle Wealth LLC | 5,090 | $1.11M | 0.54% | +5,090 | New |
| Legacy Wealth Asset Management, LLC | 5,254 | $1.11M | 0.31% | +2,371+82.2% | Added |
| Valeo Financial Advisors, LLC | 5,317 | $1.12M | 0.04% | +169+3.3% | Added |
| Boltwood Capital Management | 5,337 | $1.12M | 0.35% | −157−2.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,386 | $1.14M | 0.03% | −1,931−26.4% | Reduced |
| Dover Advisors, LLC | 5,394 | $1.14M | 0.70% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,396 | $1.14M | 0.75% | +53+1.0% | Added |
| Oppenheimer & Co Inc | 5,404 | $1.14M | 0.02% | +1,024+23.4% | Added |
| Charter Trust Co | 5,413 | $1.14M | 0.08% | +225+4.3% | Added |
| We Are One Seven, LLC | 5,480 | $1.15M | 0.05% | +410+8.1% | Added |
| Canandaigua National Bank & Trust Co | 5,486 | $1.16M | 0.13% | −458−7.7% | Reduced |
| Laurion Capital Management LP | 5,499 | $1.16M | 0.04% | +5,499 | New |
| Summit Trail Advisors, LLC | 5,504 | $1.16M | 0.03% | +1,030+23.0% | Added |
| Prosperity Financial Group, Inc. | 5,513 | $1.16M | 0.73% | −192−3.4% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.17M | 0.09% | −3,000−35.2% | Reduced |
| Principal Securities, Inc. | 5,532 | $1.17M | 0.03% | +368+7.1% | Added |
| Ameritas Investment Partners, Inc. | 5,545 | $1.17M | 0.04% | −136−2.4% | Reduced |
| Perigon Wealth Management, LLC | 5,601 | $1.18M | 0.03% | −52−0.9% | Reduced |
| Aries Wealth Management | 5,607 | $1.18M | 0.37% | −339−5.7% | Reduced |
| Arden Trust Co | 5,609 | $1.18M | 0.17% | −389−6.5% | Reduced |
| DF Dent & Co Inc | 5,611 | $1.18M | 0.02% | −678−10.8% | Reduced |
| Kings Path Partners LLC | 5,625 | $1.19M | 0.56% | +5,625 | New |
| Global Retirement Partners, LLC | 5,638 | $1.19M | 0.04% | +836+17.4% | Added |
| Gries Financial LLC | 5,653 | $1.19M | 0.24% | −536−8.7% | Reduced |
| Trust Asset Management LLC | 5,677 | $1.20M | 0.10% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,684 | $1.20M | 0.21% | −16−0.3% | Reduced |
| US Asset Management LLC | 5,697 | $1.20M | 1.08% | −240−4.0% | Reduced |
| Buckingham Strategic Partners | 5,711 | $1.20M | 0.03% | +4,272+296.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,726 | $1.21M | 0.14% | −11,282−66.3% | Reduced |
| Highview Capital Management LLC | 5,755 | $1.21M | 0.50% | +503+9.6% | Added |
| AXS Investments LLC | 5,820 | $1.23M | 0.34% | −283−4.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,827 | $1.23M | 0.39% | +53+0.9% | Added |
| Concurrent Investment Advisors, LLC | 5,892 | $1.24M | 0.04% | +1,614+37.7% | Added |
| Concord Asset Management, LLC | 5,964 | $1.26M | 0.31% | −62−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,982 | $1.26M | 0.18% | −101−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,986 | $1.26M | 0.00% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 6,000 | $1.26M | 0.54% | +6,000 | New |
| Peapack Gladstone Financial Corp | 6,020 | $1.27M | 0.02% | −37−0.6% | Reduced |
| Concord Wealth Partners | 6,070 | $1.28M | 0.23% | −62−1.0% | Reduced |
| Eqis Capital Management, Inc. | 6,082 | $1.28M | 0.10% | +195+3.3% | Added |
| Ferguson Wellman Capital Management, Inc | 6,216 | $1.31M | 0.03% | −10.0% | Reduced |
| Exchange Bank | 6,239 | $1.31M | 1.12% | 00.0% | Unchanged |