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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 6,261 | $1.32M | 0.59% | −125−2.0% | Reduced |
| United Bank | 6,266 | $1.32M | 0.66% | +127+2.1% | Added |
| Pinnacle Associates Ltd | 6,432 | $1.36M | 0.02% | −225−3.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.36M | 0.13% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,497 | $1.37M | 0.05% | +613+10.4% | Added |
| Checchi Capital Advisers, LLC | 6,543 | $1.38M | 0.11% | +31+0.5% | Added |
| TownSquare Capital, LLC | 6,595 | $1.39M | 0.02% | +1,708+34.9% | Added |
| Wintrust Investments LLC | 6,622 | $1.40M | 0.11% | +12+0.2% | Added |
| Pearl River Capital, LLC | 6,680 | $1.41M | 0.22% | +2,220+49.8% | Added |
| LMCG Investments, LLC | 6,691 | $1.41M | 0.08% | −260−3.7% | Reduced |
| Smithfield Trust Co | 6,700 | $1.41M | 0.07% | −37−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 6,698 | $1.41M | 0.40% | +22+0.3% | Added |
| Norway Savings Bank | 6,710 | $1.41M | 0.81% | +544+8.8% | Added |
| Parallel Advisors, LLC | 6,718 | $1.42M | 0.04% | +424+6.7% | Added |
| D.A. Davidson & Co. | 6,763 | $1.43M | 0.01% | +1,146+20.4% | Added |
| RCS Financial Planning, LLC | 6,905 | $1.46M | 0.86% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 7,000 | $1.48M | 0.00% | −266,000−97.4% | Reduced |
| Fidelis Capital Partners, LLC | 6,852 | $1.49M | 0.21% | −590−7.9% | Reduced |
| Nomura Holdings Inc | 7,131 | $1.50M | 0.01% | −9,868−58.1% | Reduced |
| Citizens & Northern Corp | 7,170 | $1.51M | 0.47% | −42−0.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,174 | $1.51M | 0.02% | −20−0.3% | Reduced |
| Essex Financial Services, Inc. | 6,917 | $1.52M | 0.11% | +4,440+179.2% | Added |
| Wedmont Private Capital | 7,055 | $1.54M | 0.10% | +239+3.5% | Added |
| Chesley Taft & Associates LLC | 7,391 | $1.56M | 0.08% | −224−2.9% | Reduced |
| Exchange Traded Concepts, LLC | 7,408 | $1.56M | 0.04% | −2,243−23.2% | Reduced |
| Profund Advisors LLC | 7,421 | $1.56M | 0.06% | −151−2.0% | Reduced |
| Citizens Financial Group Inc | 7,494 | $1.58M | 0.04% | +1,123+17.6% | Added |
| Matrix Trust Co | 7,503 | $1.58M | 0.36% | +44+0.6% | Added |
| Wimmer Associates 1, LLC | 7,610 | $1.60M | 0.82% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,610 | $1.60M | 0.02% | −49−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,674 | $1.62M | 0.06% | −1,300−14.5% | Reduced |
| Lantz Financial LLC | 7,712 | $1.63M | 0.50% | −24−0.3% | Reduced |
| TCTC Holdings, LLC | 7,738 | $1.63M | 0.06% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 7,744 | $1.63M | 0.27% | +139+1.8% | Added |
| Savant Capital, LLC | 7,813 | $1.65M | 0.02% | −835−9.7% | Reduced |
| WSFS Capital Management, LLC | 7,848 | $1.65M | 0.09% | −572−6.8% | Reduced |
| PDT Partners, LLC | 7,883 | $1.66M | 0.16% | −153−1.9% | Reduced |
| IAM Advisory, LLC | 7,907 | $1.67M | 0.45% | +180+2.3% | Added |
| LS Investment Advisors, LLC | 8,005 | $1.69M | 0.26% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,029 | $1.69M | 0.12% | +2,353+41.5% | Added |
| Clearstead Advisors, LLC | 8,051 | $1.70M | 0.03% | +548+7.3% | Added |
| GTS Securities LLC | 8,094 | $1.71M | 0.04% | +6,775+513.6% | Added |
| Syon Capital LLC | 8,182 | $1.72M | 0.16% | +127+1.6% | Added |
| TD Private Client Wealth LLC | 8,187 | $1.73M | 0.05% | −58−0.7% | Reduced |
| First National Trust Co | 8,225 | $1.73M | 0.07% | −482−5.5% | Reduced |
| DoubleLine ETF Adviser LP | 8,234 | $1.74M | 0.46% | −332−3.9% | Reduced |
| Pegasus Partners Ltd. | 8,236 | $1.74M | 0.18% | −4,185−33.7% | Reduced |
| Trexquant Investment LP | 8,275 | $1.74M | 0.03% | −32,881−79.9% | Reduced |
| Groupama Asset Managment | 8,295 | $1.75M | 0.04% | +3,895+88.5% | Added |
| Advisory Services Network, LLC | 8,337 | $1.76M | 0.04% | +271+3.4% | Added |
| Mission Wealth Management, LP | 8,369 | $1.76M | 0.05% | −1,387−14.2% | Reduced |
| Qtron Investments LLC | 8,378 | $1.77M | 0.26% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 8,424 | $1.78M | 0.94% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 8,430 | $1.78M | 0.20% | +2,889+52.1% | Added |
| Wealth Alliance | 8,513 | $1.79M | 0.23% | −142−1.6% | Reduced |
| Ballentine Partners, LLC | 8,616 | $1.82M | 0.03% | +897+11.6% | Added |
| Fiduciary Trust Co | 8,630 | $1.82M | 0.03% | −6−0.1% | Reduced |
| RMR Wealth Builders | 8,674 | $1.83M | 0.21% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,678 | $1.83M | 0.04% | −16,597−65.7% | Reduced |
| Venturi Wealth Management, LLC | 8,709 | $1.84M | 0.11% | +2,177+33.3% | Added |
| WBI Investments | 8,728 | $1.84M | 0.45% | +6,356+268.0% | Added |
| Beverly Hills Private Wealth, LLC | 8,796 | $1.85M | 0.40% | −459−5.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,872 | $1.86M | 0.08% | +7,360+486.8% | Added |
| Atria Wealth Solutions, Inc. | 8,856 | $1.87M | 0.02% | +364+4.3% | Added |
| Ritholtz Wealth Management | 8,953 | $1.89M | 0.06% | +51+0.6% | Added |
| Moneta Group Investment Advisors LLC | 8,984 | $1.89M | 0.03% | −213−2.3% | Reduced |
| Pensionfund Sabic | 9,000 | $1.90M | 0.56% | 00.0% | Unchanged |
| Courier Capital LLC | 9,048 | $1.91M | 0.15% | −354−3.8% | Reduced |
| Value Partners Investments Inc. | 9,128 | $1.92M | 0.17% | +1,320+16.9% | Added |
| Signaturefd, LLC | 9,195 | $1.94M | 0.04% | +224+2.5% | Added |
| Teza Capital Management LLC | 9,234 | $1.95M | 0.24% | −9,920−51.8% | Reduced |
| PFG Advisors | 9,268 | $1.95M | 0.13% | +544+6.2% | Added |
| Grimes & Company, Inc. | 9,290 | $1.96M | 0.06% | −154−1.6% | Reduced |
| Quadrant Capital Group LLC | 9,304 | $1.96M | 0.15% | +488+5.5% | Added |
| Everence Capital Management Inc | 9,860 | $1.97M | 0.14% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,372 | $1.97M | 0.03% | +961+11.4% | Added |
| Cary Street Partners Asset Management LLC | 9,488 | $2.00M | 0.29% | +559+6.3% | Added |
| Front Row Advisors LLC | 9,553 | $2.01M | 0.70% | −656−6.4% | Reduced |
| Tealwood Asset Management Inc | 9,609 | $2.02M | 1.22% | −56−0.6% | Reduced |
| Enterprise Bank & Trust Co | 9,612 | $2.03M | 0.69% | −6−0.1% | Reduced |
| Chatham Capital Group, Inc. | 9,613 | $2.03M | 0.35% | −97−1.0% | Reduced |
| Raymond James Trust N.A. | 9,651 | $2.03M | 0.05% | −921−8.7% | Reduced |
| Delap Wealth Advisory, LLC | 9,679 | $2.04M | 0.94% | −811−7.7% | Reduced |
| Kestra Private Wealth Services, LLC | 9,719 | $2.05M | 0.04% | −328−3.3% | Reduced |
| Vectors Research Management, LLC | 9,733 | $2.05M | 0.63% | −110−1.1% | Reduced |
| Occudo Quantitative Strategies LP | 9,875 | $2.08M | 0.37% | −19,307−66.2% | Reduced |
| Vise Technologies, Inc. | 9,937 | $2.09M | 0.37% | +708+7.7% | Added |
| Belpointe Asset Management LLC | 9,975 | $2.10M | 0.15% | +944+10.5% | Added |
| Campbell & CO Investment Adviser LLC | 9,986 | $2.10M | 0.18% | +6,441+181.7% | Added |
| K.J. Harrison & Partners Inc | 10,000 | $2.11M | 0.35% | −2,000−16.7% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.11M | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,010 | $2.11M | 0.07% | +1,169+13.2% | Added |
| Axq Capital, LP | 10,016 | $2.11M | 0.49% | +4,216+72.7% | Added |
| Evercore Wealth Management, LLC | 10,037 | $2.11M | 0.03% | +1,218+13.8% | Added |
| Hills Bank & Trust Co | 10,063 | $2.12M | 0.17% | +128+1.3% | Added |
| Landscape Capital Management, L.L.C. | 10,076 | $2.12M | 0.18% | +10,076 | New |
| Brighton Jones LLC | 10,135 | $2.14M | 0.07% | −533−5.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 10,139 | $2.14M | 0.41% | −620−5.8% | Reduced |
| Greenleaf Trust | 10,143 | $2.14M | 0.02% | +228+2.3% | Added |
| Girard Partners Ltd. | 10,189 | $2.15M | 0.20% | −398−3.8% | Reduced |