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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 1,860 | $392.0K | 0.14% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,860 | $391.9K | 0.06% | +81+4.6% | Added |
| Abner Herrman & Brock LLC | 1,850 | $390.0K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,846 | $389.0K | 0.06% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,843 | $388.4K | 0.10% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,834 | $386.5K | 0.02% | −34−1.8% | Reduced |
| Simon Quick Advisors, LLC | 1,828 | $385.2K | 0.03% | +748+69.3% | Added |
| Dillon & Associates Inc | 1,800 | $380.0K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,802 | $379.7K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,802 | $379.7K | 0.09% | +159+9.7% | Added |
| RDA Financial Network | 1,800 | $379.3K | 0.12% | +38+2.2% | Added |
| Litman Gregory Asset Management LLC | 1,800 | $379.3K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,798 | $378.9K | 0.15% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,791 | $377.4K | 0.01% | +274+18.1% | Added |
| Daymark Wealth Partners, LLC | 1,791 | $377.4K | 0.02% | +675+60.5% | Added |
| Verus Capital Partners, LLC | 1,789 | $377.1K | 0.04% | −158−8.1% | Reduced |
| Ewa, LLC | 1,721 | $377.0K | 0.16% | +22+1.3% | Added |
| Apriem Advisors | 1,786 | $376.3K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 1,778 | $374.7K | 0.09% | 00.0% | Unchanged |
| Mayport, LLC | 1,768 | $372.5K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,767 | $372.3K | 0.03% | +234+15.3% | Added |
| Douglass Winthrop Advisors, LLC | 1,756 | $370.0K | 0.01% | +48+2.8% | Added |
| Motco | 1,756 | $370.0K | 0.02% | +120+7.3% | Added |
| Cahaba Wealth Management, Inc. | 1,753 | $369.3K | 0.03% | −59−3.3% | Reduced |
| Aprio Wealth Management, LLC | 1,751 | $368.9K | 0.07% | −243−12.2% | Reduced |
| MCF Advisors LLC | 1,735 | $365.6K | 0.03% | +36+2.1% | Added |
| Bank of New Hampshire | 1,735 | $365.6K | 0.10% | −376−17.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,734 | $365.4K | 0.07% | −97−5.3% | Reduced |
| Prossimo Advisors, LLC | 1,732 | $365.0K | 0.33% | +1,732 | New |
| Clarkston Capital Partners, LLC | 1,725 | $363.5K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,720 | $362.5K | 0.02% | −25−1.4% | Reduced |
| Investment Partners, Ltd. | 1,719 | $362.2K | 0.16% | +102+6.3% | Added |
| Koshinski Asset Management, Inc. | 1,705 | $361.1K | 0.03% | +1,705 | New |
| Jarislowsky, Fraser Ltd | 1,700 | $358.2K | 0.00% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,695 | $357.2K | 0.19% | −15−0.9% | Reduced |
| Gryphon Financial Partners LLC | 1,689 | $355.9K | 0.05% | +616+57.4% | Added |
| Advisors Capital Management, LLC | 1,685 | $355.0K | 0.01% | +288+20.6% | Added |
| Berkshire Asset Management LLC | 1,683 | $354.6K | 0.02% | +1,683 | New |
| Capstone Investment Advisors, LLC | 1,666 | $351.1K | 0.01% | −2,023−54.8% | Reduced |
| Hexagon Capital Partners LLC | 1,666 | $351.1K | 0.08% | +327+24.4% | Added |
| AdvisorNet Financial, Inc | 1,662 | $350.2K | 0.03% | −182−9.9% | Reduced |
| Davis R M Inc | 1,662 | $350.2K | 0.01% | +94+6.0% | Added |
| Meridian Wealth Advisors, LLC | 1,647 | $347.0K | 0.06% | +10+0.6% | Added |
| Advisors Preferred, LLC | 1,641 | $345.0K | 0.06% | +1,641 | New |
| Arete Wealth Advisors, LLC | 1,637 | $345.0K | 0.03% | +1,637 | New |
| Lockerman Financial Group, Inc. | 1,633 | $344.1K | 0.62% | +495+43.5% | Added |
| Dechtman Wealth Management, LLC | 1,629 | $343.3K | 0.08% | +1+0.1% | Added |
| Outlook Wealth Advisors, LLC | 1,624 | $342.2K | 0.17% | +1,624 | New |
| Leonteq Securities AG | 1,623 | $342.0K | 0.05% | +134+9.0% | Added |
| Morningstar Investment Services LLC | 1,618 | $341.0K | 0.00% | +454+39.0% | Added |
| Cornerstone Advisory, LLC | 1,612 | $339.8K | 0.05% | +61+3.9% | Added |
| Baker Ellis Asset Management LLC | 1,612 | $339.7K | 0.05% | +200+14.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,611 | $339.5K | 0.03% | −10−0.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $339.0K | 0.19% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $339.0K | 0.16% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,602 | $337.5K | 0.02% | −7−0.4% | Reduced |
| HTLF Bank | 1,599 | $336.9K | 0.04% | −2−0.1% | Reduced |
| Capital Wealth Planning, LLC | 1,596 | $336.3K | 0.00% | +196+14.0% | Added |
| TCI Wealth Advisors, Inc. | 1,593 | $335.7K | 0.03% | +1,593 | New |
| Marcum Wealth, LLC | 1,592 | $335.5K | 0.03% | +324+25.6% | Added |
| Clark Capital Management Group, Inc. | 1,591 | $335.3K | 0.00% | −4,332−73.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,589 | $334.8K | 0.02% | +125+8.5% | Added |
| Trust Co of Virginia | 1,585 | $334.0K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,580 | $332.9K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $332.9K | 0.07% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 1,580 | $332.9K | 0.20% | +31+2.0% | Added |
| SlateStone Wealth, LLC | 1,573 | $332.0K | 0.04% | +249+18.8% | Added |
| Sterling Group Wealth Management, LLC | 1,575 | $331.9K | 0.19% | +1,575 | New |
| Gateway Advisory, LLC | 1,572 | $331.3K | 0.06% | +1,572 | New |
| Catalyst Financial Partners LLC | 1,571 | $331.0K | 0.07% | +91+6.1% | Added |
| Fisher Asset Management, LLC | 1,570 | $331.0K | 0.00% | +1,570 | New |
| First Affirmative Financial Network | 1,564 | $329.5K | 0.23% | −18−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,557 | $328.1K | 0.17% | −125−7.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,557 | $328.1K | 0.15% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,554 | $327.4K | 0.13% | +3+0.2% | Added |
| Green Harvest Asset Management LLC | 1,544 | $325.4K | 0.01% | +519+50.6% | Added |
| Detalus Advisors, LLC | 1,541 | $324.7K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 1,541 | $324.7K | 0.01% | +76+5.2% | Added |
| Bailard, Inc. | 1,530 | $322.4K | 0.01% | −6−0.4% | Reduced |
| Umb Bank N A | 1,528 | $322.0K | 0.01% | +180+13.4% | Added |
| Ameritas Advisory Services, LLC | 1,526 | $321.5K | 0.01% | +198+14.9% | Added |
| Angeles Wealth Management, LLC | 1,521 | $320.5K | 0.03% | +1,521 | New |
| Veracity Capital LLC | 1,515 | $319.2K | 0.13% | −42−2.7% | Reduced |
| Northeast Financial Consultants Inc | 1,500 | $316.1K | 0.01% | −1,060−41.4% | Reduced |
| Fundamentun, LLC | 1,481 | $312.2K | 0.03% | +106+7.7% | Added |
| HCR Wealth Advisors | 1,467 | $309.1K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,463 | $308.3K | 0.15% | +163+12.5% | Added |
| Essex Savings Bank | 1,453 | $306.2K | 0.08% | +40+2.8% | Added |
| Fayez Sarofim & Co | 1,450 | $305.5K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,445 | $304.5K | 0.01% | −138−8.7% | Reduced |
| Breakwater Capital Group | 1,438 | $303.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,435 | $302.4K | 0.03% | −97−6.3% | Reduced |
| Schear Investment Advisers, LLC | 1,434 | $302.2K | 0.22% | +222+18.3% | Added |
| German American Bancorp, Inc. | 1,434 | $302.2K | 0.03% | +1,434 | New |
| PFS Partners, LLC | 1,434 | $302.2K | 0.19% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 67,171 | $302.0K | 0.00% | +67,171 | New |
| ORG Partners LLC | 1,429 | $300.5K | 0.04% | +1,426+47,533.3% | Added |
| Diligent Investors, LLC | 1,425 | $300.3K | 0.07% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,420 | $299.3K | 0.16% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 1,417 | $298.6K | 0.23% | 00.0% | Unchanged |