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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 2,597 | $547.3K | 0.02% | +43+1.7% | Added |
| PDS Planning, Inc | 2,596 | $547.0K | 0.06% | +58+2.3% | Added |
| C2C Wealth Management, LLC | 2,580 | $543.7K | 0.53% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,574 | $542.5K | 0.05% | −54,482−95.5% | Reduced |
| TFB Advisors LLC | 2,573 | $542.2K | 0.18% | +250+10.8% | Added |
| Legacy Capital Group California, Inc. | 2,556 | $538.6K | 0.19% | −18−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,547 | $536.7K | 0.04% | −891−25.9% | Reduced |
| Kessler Investment Group, LLC | 2,538 | $534.8K | 0.29% | +112+4.6% | Added |
| REDW Wealth LLC | 2,537 | $534.6K | 0.14% | −100−3.8% | Reduced |
| Wealthspire Advisors, LLC | 2,536 | $534.5K | 0.01% | −281−10.0% | Reduced |
| Eads & Heald Wealth Management | 2,534 | $534.0K | 0.26% | −88−3.4% | Reduced |
| Financial Counselors Inc | 2,517 | $530.4K | 0.01% | −1,468−36.8% | Reduced |
| Broderick Brian C | 2,500 | $526.8K | 0.11% | 00.0% | Unchanged |
| James Hambro & Partners | 2,486 | $523.9K | 0.02% | +667+36.7% | Added |
| ARS Investment Partners, LLC | 2,453 | $516.9K | 0.05% | 00.0% | Unchanged |
| 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 |
| PFG Investments, LLC | 2,443 | $514.9K | 0.04% | +94+4.0% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $513.3K | 0.35% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,429 | $511.8K | 0.51% | +2,429 | New |
| Geller Advisors LLC | 2,416 | $509.1K | 0.04% | +149+6.6% | Added |
| Ofi Invest Asset Management | 2,586 | $508.4K | 0.01% | +2,347+982.0% | Added |
| Cynosure Management, LLC | 2,412 | $508.3K | 0.08% | +235+10.8% | Added |
| Walter & Keenan Financial Consulting Co | 2,401 | $505.9K | 0.16% | −30−1.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,392 | $504.0K | 0.05% | +15+0.6% | Added |
| Gladstone Institutional Advisory LLC | 2,371 | $499.5K | 0.03% | −59−2.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,368 | $499.1K | 0.40% | +230+10.8% | Added |
| Stockman Wealth Management, Inc. | 2,361 | $497.5K | 0.09% | −10−0.4% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $497.1K | 0.26% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,355 | $496.0K | 0.22% | −482−17.0% | Reduced |
| ASB Consultores, LLC | 2,352 | $495.6K | 0.18% | −1,711−42.1% | Reduced |
| EP Wealth Advisors, LLC | 2,351 | $495.5K | 0.01% | +693+41.8% | Added |
| Ambassador Advisors, LLC | 2,346 | $494.3K | 0.09% | +3+0.1% | Added |
| Edgestream Partners, L.P. | 2,336 | $492.2K | 0.02% | −21,739−90.3% | Reduced |
| D'Orazio & Associates, Inc. | 2,335 | $492.0K | 0.08% | +221+10.5% | Added |
| Penserra Capital Management LLC | 2,319 | $488.0K | 0.01% | +6+0.3% | Added |
| Dynamic Advisor Solutions LLC | 2,291 | $482.8K | 0.02% | −281−10.9% | Reduced |
| Prospera Financial Services Inc | 2,284 | $481.5K | 0.01% | +844+58.6% | Added |
| Talisman Wealth Advisors LLC | 2,264 | $477.1K | 0.55% | −10.0% | Reduced |
| Glenview Trust Co | 2,263 | $476.9K | 0.01% | −22−1.0% | Reduced |
| Sigma Planning Corp | 2,262 | $476.7K | 0.02% | −65−2.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,250 | $474.1K | 0.33% | +1,240+122.8% | Added |
| Chesapeake Asset Management LLC | 2,239 | $471.8K | 0.45% | −54−2.4% | Reduced |
| Legacy Financial Advisors, Inc. | 2,222 | $468.3K | 0.08% | +49+2.3% | Added |
| Everpar Advisors LLC | 2,204 | $464.4K | 0.23% | +597+37.1% | Added |
| Reynders McVeigh Capital Management, LLC | 2,195 | $463.0K | 0.03% | −75−3.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,175 | $458.3K | 0.01% | +69+3.3% | Added |
| Catalina Capital Group, LLC | 2,149 | $452.9K | 0.17% | +180+9.1% | Added |
| Opus Capital Group, LLC | 2,145 | $452.0K | 0.06% | −79−3.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,143 | $451.6K | 0.03% | −119−5.3% | Reduced |
| Brookstone Capital Management | 2,046 | $451.6K | 0.01% | −24−1.2% | Reduced |
| Parsons Capital Management Inc | 2,131 | $449.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 2,063 | $448.8K | 0.04% | +619+42.9% | Added |
| Tower Bridge Advisors | 2,129 | $448.6K | 0.05% | −200−8.6% | Reduced |
| Prosperity Consulting Group, LLC | 2,125 | $447.8K | 0.06% | +37+1.8% | Added |
| Gratus Wealth Advisors, LLC | 2,060 | $446.5K | 0.08% | −89−4.1% | Reduced |
| Gratus Capital LLC | 2,117 | $446.2K | 0.02% | +2,117 | New |
| Independent Advisor Alliance | 2,117 | $446.1K | 0.02% | +376+21.6% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $442.5K | 0.13% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 2,098 | $442.1K | 0.11% | −1,065−33.7% | Reduced |
| Rothschild Investment LLC | 2,092 | $440.8K | 0.03% | +1,502+254.6% | Added |
| Congress Asset Management Co | 2,087 | $439.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds, LLC. | 2,078 | $437.9K | 0.13% | +2,078 | New |
| Smith, Salley & Associates | 2,076 | $437.4K | 0.03% | −27−1.3% | Reduced |
| Evernest Financial Advisors, LLC | 2,073 | $436.8K | 0.20% | −44−2.1% | Reduced |
| Core Alternative Capital | 2,056 | $433.2K | 0.09% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,039 | $429.6K | 0.04% | −21−1.0% | Reduced |
| Mosley Wealth Management | 2,035 | $428.8K | 0.37% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,031 | $428.0K | 0.29% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,026 | $427.1K | 0.02% | −396−16.4% | Reduced |
| Carolinas Wealth Consulting LLC | 2,016 | $424.8K | 0.08% | −24−1.2% | Reduced |
| Rockland Trust Co | 2,004 | $422.3K | 0.02% | +829+70.6% | Added |
| Kanawha Capital Management LLC | 2,003 | $422.1K | 0.03% | +7+0.4% | Added |
| Versor Investments LP | 1,998 | $421.0K | 0.08% | −2,202−52.4% | Reduced |
| S&CO Inc | 2,000 | $421.0K | 0.03% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,986 | $418.5K | 0.05% | +1,986 | New |
| Fukoku Mutual Life Insurance Co | 1,985 | $418.3K | 0.03% | −321−13.9% | Reduced |
| Commerzbank Aktiengesellschaft | 1,980 | $418.0K | 0.01% | +130+7.0% | Added |
| Mayflower Financial Advisors, LLC | 1,974 | $416.0K | 0.07% | +71+3.7% | Added |
| Wallace Capital Management Inc. | 1,960 | $413.0K | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,954 | $411.8K | 0.01% | +1+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 1,954 | $411.7K | 0.02% | −1,162−37.3% | Reduced |
| Mattern Capital Management, LLC | 1,951 | $411.1K | 0.06% | +409+26.5% | Added |
| Willow Creek Wealth Management Inc. | 1,940 | $408.8K | 0.05% | −8−0.4% | Reduced |
| Mather Group, LLC. | 1,978 | $407.3K | 0.01% | +348+21.3% | Added |
| CKW Financial Group | 1,934 | $407.0K | 0.05% | +4+0.2% | Added |
| Insigneo Advisory Services, LLC | 1,873 | $405.2K | 0.05% | +117+6.7% | Added |
| Equitable Holdings, Inc. | 1,921 | $404.8K | 0.00% | +122+6.8% | Added |
| Journey Advisory Group, LLC | 1,920 | $404.6K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,910 | $402.0K | 0.07% | −396−17.2% | Reduced |
| Portfolio Design Labs, LLC | 1,897 | $399.7K | 0.12% | +68+3.7% | Added |
| Cypress Capital Group | 1,894 | $399.1K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 1,894 | $399.1K | 0.03% | 00.0% | Unchanged |
| 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 |
| Optas, LLC | 1,885 | $397.2K | 0.10% | +5+0.3% | Added |
| Acima Private Wealth, LLC | 1,881 | $396.4K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,852 | $396.2K | 0.13% | +1,852 | New |
| SeaCrest Wealth Management, LLC | 1,880 | $396.2K | 0.05% | +17+0.9% | Added |
| Modera Wealth Management, LLC | 1,873 | $394.7K | 0.01% | −40−2.1% | Reduced |