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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 148,351 | $31.3M | 0.04% | +6,135+4.3% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 148,031 | $31.2M | 0.35% | +148,031 | New |
| AXA S.A. | 147,502 | $31.1M | 0.09% | −21,818−12.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 145,640 | $30.7M | 0.05% | −36,218−19.9% | Reduced |
| Formuepleje A/S | 145,305 | $30.6M | 1.69% | +15,723+12.1% | Added |
| State of Michigan Retirement System | 143,175 | $30.2M | 0.16% | +300+0.2% | Added |
| Arizona State Retirement System | 142,534 | $30.0M | 0.20% | +1,039+0.7% | Added |
| Vancity Investment Management Ltd | 149,498 | $29.8M | 1.89% | +149,498 | New |
| Gillson Capital LP | 140,766 | $29.7M | 2.86% | +140,766 | New |
| Badgley Phelps Wealth Managers, LLC | 140,579 | $29.6M | 0.73% | −6,017−4.1% | Reduced |
| Cumberland Partners Ltd | 140,476 | $29.6M | 2.15% | −2,435−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 138,659 | $29.2M | 0.26% | −7,612−5.2% | Reduced |
| Susquehanna International Group, LLP | 137,906 | $29.1M | 0.05% | +19,732+16.7% | Added |
| Forsta Ap-Fonden | 137,300 | $28.9M | 0.26% | −11,400−7.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 137,200 | $28.9M | 0.34% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 135,607 | $28.6M | 0.02% | +2,336+1.8% | Added |
| MetLife Investment Management | 134,564 | $28.4M | 0.17% | +2,908+2.2% | Added |
| EULAV Asset Management | 132,000 | $27.8M | 0.75% | 00.0% | Unchanged |
| HRT Financial LP | 130,696 | $27.5M | 0.15% | +102,392+361.8% | Added |
| Stock Yards Bank & Trust Co | 130,333 | $27.5M | 0.91% | −89−0.1% | Reduced |
| Prio Wealth Limited Partnership | 127,311 | $26.8M | 0.80% | −12,283−8.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 126,818 | $26.7M | 0.14% | −9,553−7.0% | Reduced |
| Kames Capital plc | 124,664 | $26.3M | 0.37% | +110,195+761.6% | Added |
| Choate Investment Advisors | 121,610 | $25.6M | 0.67% | +116,750+2,402.3% | Added |
| Guggenheim Capital LLC | 120,033 | $25.3M | 0.18% | −19,338−13.9% | Reduced |
| Intech Investment Management LLC | 119,743 | $25.2M | 0.31% | −124,251−50.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 119,714 | $25.2M | 0.44% | −6,735−5.3% | Reduced |
| Worldquant Millennium Advisors LLC | 118,733 | $25.0M | 0.23% | +38,885+48.7% | Added |
| Tredje AP-fonden | 118,392 | $24.9M | 0.24% | +12,900+12.2% | Added |
| Colony Group, LLC | 114,158 | $24.1M | 0.08% | +66,697+140.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 113,976 | $24.0M | 0.58% | −5,106−4.3% | Reduced |
| AMF Pensionsforsakring AB | 113,181 | $23.9M | 0.18% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 112,338 | $23.7M | 0.25% | +71,227+173.3% | Added |
| Panagora Asset Management Inc | 111,521 | $23.5M | 0.12% | −120,892−52.0% | Reduced |
| Varma Mutual Pension Insurance Co | 111,204 | $23.4M | 0.19% | −6,096−5.2% | Reduced |
| Boston Family Office LLC | 108,946 | $23.0M | 1.65% | −1,408−1.3% | Reduced |
| Retirement Systems of Alabama | 108,691 | $22.9M | 0.09% | +101+0.1% | Added |
| Brown Brothers Harriman & Co | 108,418 | $22.8M | 0.17% | −242−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,227 | $22.8M | 0.15% | +219+0.2% | Added |
| Gluskin Sheff & Assoc Inc | 107,963 | $22.7M | 2.59% | −10,451−8.8% | Reduced |
| Captrust Financial Advisors | 107,828 | $22.7M | 0.07% | +12,871+13.6% | Added |
| Walter Public Investments Inc. | 107,687 | $22.7M | 4.34% | +13,396+14.2% | Added |
| Martingale Asset Management L P | 107,545 | $22.7M | 0.49% | −5,990−5.3% | Reduced |
| DnB Asset Management AS | 107,223 | $22.6M | 0.11% | +806+0.8% | Added |
| Davenport & Co LLC | 104,263 | $22.0M | 0.14% | +12,233+13.3% | Added |
| Xponance, Inc. | 104,208 | $22.0M | 0.22% | −31,711−23.3% | Reduced |
| Sequoia Financial Advisors, LLC | 102,025 | $21.5M | 0.26% | +15,565+18.0% | Added |
| Crestwood Advisors Group LLC | 101,843 | $21.5M | 0.44% | −375−0.4% | Reduced |
| Washington Trust Co | 101,459 | $21.4M | 0.78% | −2,216−2.1% | Reduced |
| ProShare Advisors LLC | 100,846 | $21.3M | 0.06% | +4,735+4.9% | Added |
| Amalgamated Bank | 100,406 | $21.2M | 0.18% | −5,664−5.3% | Reduced |
| Marshall Wace, LLP | 99,100 | $20.9M | 0.03% | +99,100 | New |
| Van Eck Associates Corp | 98,838 | $20.8M | 0.03% | +8,994+10.0% | Added |
| Cerity Partners LLC | 98,374 | $20.7M | 0.06% | −9,223−8.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 87,976 | $20.6M | 0.08% | −12,599−12.5% | Reduced |
| USS Investment Management Ltd | 97,740 | $20.6M | 0.17% | +2,081+2.2% | Added |
| IFM Investors Pty Ltd | 97,688 | $20.6M | 0.21% | +535+0.6% | Added |
| Commonwealth Equity Services, LLC | 97,356 | $20.5M | 0.03% | +1,901+2.0% | Added |
| QRG Capital Management, Inc. | 96,515 | $20.3M | 0.24% | −7,389−7.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 96,200 | $20.3M | 0.69% | −3,900−3.9% | Reduced |
| CIBC World Markets Corp | 94,380 | $19.9M | 0.13% | −30,544−24.5% | Reduced |
| British Columbia Investment Management Corp | 94,175 | $19.8M | 0.12% | +35,108+59.4% | Added |
| KBC Group NV | 94,067 | $19.8M | 0.06% | −4,398−4.5% | Reduced |
| SG Americas Securities, LLC | 93,911 | $19.8M | 0.12% | −373,980−79.9% | Reduced |
| Czech National Bank | 93,893 | $19.8M | 0.23% | +7,325+8.5% | Added |
| Creative Planning | 92,722 | $19.5M | 0.02% | +6,166+7.1% | Added |
| CIBC Asset Management Inc | 92,337 | $19.5M | 0.07% | −4,500−4.6% | Reduced |
| Tudor Investment Corp Et Al | 91,510 | $19.3M | 0.22% | +46,521+103.4% | Added |
| PGGM Investments | 91,197 | $19.2M | 0.28% | −1,479−1.6% | Reduced |
| Boston Private Wealth LLC | 91,094 | $19.2M | 0.48% | −3,886−4.1% | Reduced |
| CIBC World Markets Inc. | 90,749 | $19.1M | 0.05% | +79,049+675.6% | Added |
| Carnegie Capital Asset Management, LLC | 89,709 | $18.9M | 0.59% | +3,351+3.9% | Added |
| Squarepoint Ops LLC | 87,391 | $18.4M | 0.07% | +74,048+555.0% | Added |
| Wesleyan Assurance Society | 86,426 | $18.2M | 1.58% | 00.0% | Unchanged |
| Man Group plc | 86,223 | $18.2M | 0.05% | −41,864−32.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 85,430 | $18.0M | 0.04% | +85,430 | New |
| Private Capital Advisors, Inc. | 85,132 | $17.9M | 2.00% | −2,990−3.4% | Reduced |
| Osborne Partners Capital Management, LLC | 84,638 | $17.8M | 1.07% | +1,412+1.7% | Added |
| Public Sector Pension Investment Board | 83,525 | $17.6M | 0.11% | +5,982+7.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,052 | $17.5M | 0.21% | +2,531+3.1% | Added |
| Banco Santander, S.A. | 81,369 | $17.1M | 0.21% | +15,550+23.6% | Added |
| Utah Retirement Systems | 81,221 | $17.1M | 0.20% | −4,600−5.4% | Reduced |
| Fort Pitt Capital Group, LLC | 79,915 | $16.8M | 0.51% | −3,884−4.6% | Reduced |
| Scotia Capital Inc. | 79,423 | $16.7M | 0.10% | +2,356+3.1% | Added |
| Factory Mutual Insurance Co | 79,400 | $16.7M | 0.19% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 79,150 | $16.7M | 0.15% | +11,513+17.0% | Added |
| Segment Wealth Management, LLC | 78,919 | $16.6M | 1.23% | +851+1.1% | Added |
| Northwest & Ethical Investments L.P. | 78,730 | $16.6M | 0.48% | +7,380+10.3% | Added |
| Torray LLC | 77,877 | $16.4M | 2.45% | −9,145−10.5% | Reduced |
| Gabelli Funds LLC | 77,400 | $16.3M | 0.12% | −4,200−5.1% | Reduced |
| Sanctuary Advisors, LLC | 81,871 | $16.2M | 0.12% | +81,871 | New |
| New York Life Investment Management LLC | 74,798 | $15.8M | 0.16% | +832+1.1% | Added |
| Alaska Permanent Fund Corp | 70,443 | $15.7M | 0.23% | +318+0.5% | Added |
| Atria Investments LLC | 74,306 | $15.7M | 0.20% | +8,405+12.8% | Added |
| O'Shaughnessy Asset Management, LLC | 74,134 | $15.6M | 0.16% | +5,751+8.4% | Added |
| Nixon Peabody Trust Co | 73,892 | $15.6M | 1.38% | −3,343−4.3% | Reduced |
| RMB Capital Management, LLC | 71,733 | $15.1M | 0.36% | −3,464−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 71,264 | $15.0M | 0.04% | −340−0.5% | Reduced |
| Yousif Capital Management, LLC | 71,100 | $15.0M | 0.17% | −206−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 69,324 | $14.6M | 0.19% | +20,167+41.0% | Added |