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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 68,584 | $14.5M | 0.24% | +2,922+4.5% | Added |
| Prudential PLC | 68,579 | $14.5M | 0.10% | +14,792+27.5% | Added |
| Fulton Breakefield Broenniman LLC | 68,535 | $14.4M | 1.07% | −404−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 67,961 | $14.3M | 0.49% | −277−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 67,622 | $14.2M | 0.06% | −1,893−2.7% | Reduced |
| JLB & Associates Inc | 67,616 | $14.2M | 1.92% | −628−0.9% | Reduced |
| West Coast Financial LLC | 66,111 | $13.9M | 1.65% | +579+0.9% | Added |
| Washington Trust Bank | 64,921 | $13.7M | 1.35% | +1,385+2.2% | Added |
| Ethic Inc. | 64,743 | $13.6M | 0.32% | +9,176+16.5% | Added |
| Brown Advisory Inc | 64,289 | $13.5M | 0.02% | +8,033+14.3% | Added |
| Levin Capital Strategies, L.P. | 63,888 | $13.5M | 1.42% | −700−1.1% | Reduced |
| Candriam Luxembourg S.C.A. | 63,355 | $13.3M | 0.08% | +3,800+6.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,192 | $13.3M | 0.02% | +8,443+15.4% | Added |
| State of Alaska, Department of Revenue | 62,405 | $13.1M | 0.15% | −1,030−1.6% | Reduced |
| Mutual of America Capital Management LLC | 62,134 | $13.1M | 0.14% | −2,372−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,972 | $13.1M | 0.03% | +7,735+14.3% | Added |
| ING Groep NV | 60,943 | $12.8M | 0.08% | −1,093−1.8% | Reduced |
| Harbour Trust & Investment Management Co | 60,532 | $12.8M | 1.52% | +186+0.3% | Added |
| Nissay Asset Management Corp | 60,529 | $12.8M | 0.08% | +2,307+4.0% | Added |
| Apollon Wealth Management, LLC | 60,267 | $12.7M | 0.39% | +1,696+2.9% | Added |
| First American Bank | 59,741 | $12.6M | 0.94% | +180+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 58,906 | $12.4M | 0.35% | +1,033+1.8% | Added |
| Annex Advisory Services, LLC | 57,572 | $12.1M | 0.43% | +1,423+2.5% | Added |
| King Luther Capital Management Corp | 57,532 | $12.1M | 0.05% | +43,618+313.5% | Added |
| Aptus Capital Advisors, LLC | 57,104 | $12.0M | 0.23% | +13,217+30.1% | Added |
| Swiss Life Asset Management Ltd | 56,544 | $11.9M | 0.14% | +12,648+28.8% | Added |
| Brinker Capital Investments, LLC | 55,946 | $11.8M | 0.12% | −1,071−1.9% | Reduced |
| Orion Portfolio Solutions, LLC | 55,946 | $11.8M | 0.12% | −1,071−1.9% | Reduced |
| Wealthfront Advisers LLC | 55,762 | $11.8M | 0.04% | +364+0.7% | Added |
| Running Oak Capital LLC | 55,684 | $11.7M | 1.82% | +3,277+6.3% | Added |
| Bank of Nova Scotia | 55,671 | $11.7M | 0.02% | −42,666−43.4% | Reduced |
| Cetera Investment Advisers | 55,017 | $11.6M | 0.03% | −479−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 53,843 | $11.5M | 0.02% | −588−1.1% | Reduced |
| Azimuth Capital Investment Management LLC | 54,114 | $11.4M | 0.46% | −110−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 54,032 | $11.4M | 0.03% | +6,245+13.1% | Added |
| L1 Capital International Pty Ltd | 54,112 | $11.4M | 4.56% | +3,285+6.5% | Added |
| Daiwa Securities Group Inc. | 53,816 | $11.3M | 0.06% | +4,948+10.1% | Added |
| Foyston, Gordon, & Payne Inc | 53,708 | $11.3M | 2.79% | +93+0.2% | Added |
| Capital International Sarl | 50,926 | $10.7M | 0.33% | +27,286+115.4% | Added |
| M&T Bank Corp | 49,045 | $10.3M | 0.04% | −4,733−8.8% | Reduced |
| Pacer Advisors, Inc. | 48,719 | $10.3M | 0.02% | −245−0.5% | Reduced |
| Advisors Asset Management, Inc. | 48,707 | $10.3M | 0.20% | −14,694−23.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 48,597 | $10.2M | 0.17% | −18,877−28.0% | Reduced |
| JustInvest LLC | 48,500 | $10.2M | 0.19% | +4,450+10.1% | Added |
| Segall Bryant & Hamill, LLC | 47,762 | $10.1M | 0.18% | −5,171−9.8% | Reduced |
| Mercer Global Advisors Inc | 47,729 | $10.1M | 0.03% | +2,103+4.6% | Added |
| SpiderRock Advisors, LLC | 47,188 | $9.94M | 0.26% | +4,262+9.9% | Added |
| Illinois Municipal Retirement Fund | 46,775 | $9.86M | 0.15% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 46,442 | $9.79M | 1.37% | −3,931−7.8% | Reduced |
| Interval Partners, LP | 46,430 | $9.78M | 0.29% | −7,645−14.1% | Reduced |
| Sawgrass Asset Management LLC | 46,334 | $9.76M | 1.06% | −810−1.7% | Reduced |
| DuPont Capital Management Corp | 45,873 | $9.67M | 0.84% | −10,378−18.4% | Reduced |
| Pinebridge Investments, L.P. | 45,755 | $9.64M | 0.08% | −620−1.3% | Reduced |
| MML Investors Services, LLC | 45,461 | $9.58M | 0.04% | −8,466−15.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,309 | $9.55M | 0.03% | +430+1.0% | Added |
| Walleye Capital LLC | 44,373 | $9.35M | 0.10% | +25,306+132.7% | Added |
| Cresset Asset Management, LLC | 43,561 | $9.18M | 0.04% | +4,134+10.5% | Added |
| Hudson Valley Investment Advisors Inc | 47,056 | $9.02M | 1.17% | −7,006−13.0% | Reduced |
| Artemis Investment Management LLP | 42,555 | $8.97M | 0.12% | +42,555 | New |
| Huntington National Bank | 42,414 | $8.94M | 0.07% | −531−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 42,325 | $8.92M | 0.18% | +260+0.6% | Added |
| Elo Mutual Pension Insurance Co | 41,489 | $8.74M | 0.20% | −3,564−7.9% | Reduced |
| Vestcor Inc | 41,329 | $8.71M | 0.29% | +79+0.2% | Added |
| Gulf International Bank (UK) Ltd | 40,881 | $8.61M | 0.22% | −115−0.3% | Reduced |
| Blair William & Co | 40,630 | $8.56M | 0.03% | −282−0.7% | Reduced |
| Lido Advisors, LLC | 40,277 | $8.49M | 0.07% | +5,537+15.9% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.45M | 1.08% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 39,591 | $8.34M | 0.13% | +4,925+14.2% | Added |
| Builder Investment Group Inc | 39,406 | $8.30M | 2.27% | −55−0.1% | Reduced |
| Contravisory Investment Management, Inc. | 39,122 | $8.24M | 1.83% | −1,018−2.5% | Reduced |
| Calamos Wealth Management LLC | 39,087 | $8.24M | 0.44% | +668+1.7% | Added |
| Avantax Advisory Services, Inc. | 38,729 | $8.16M | 0.06% | +24,181+166.2% | Added |
| Maryland State Retirement & Pension System | 38,431 | $8.10M | 0.15% | −432−1.1% | Reduced |
| Marks Group Wealth Management, Inc | 38,017 | $8.01M | 0.84% | −483−1.3% | Reduced |
| Mizuho Securities USA LLC | 37,988 | $8.00M | 0.18% | +37,988 | New |
| Stokes Capital Advisors, LLC | 37,376 | $7.88M | 2.19% | +2,149+6.1% | Added |
| Kentucky Retirement Systems | 37,130 | $7.82M | 0.23% | −234−0.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 36,705 | $7.73M | 1.89% | +4,487+13.9% | Added |
| Schonfeld Strategic Advisors LLC | 36,498 | $7.69M | 0.06% | +31,708+662.0% | Added |
| Bennett Selby Investments LP | 36,489 | $7.69M | 3.45% | 00.0% | Unchanged |
| Longbow Finance SA | 36,444 | $7.68M | 0.79% | −2,422−6.2% | Reduced |
| Achmea Investment Management B.V. | 36,289 | $7.65M | 0.14% | −22,970−38.8% | Reduced |
| Ci Investments Inc. | 36,148 | $7.62M | 0.03% | −19,286−34.8% | Reduced |
| Bancreek Capital Management, LP | 35,976 | $7.58M | 5.92% | +538+1.5% | Added |
| Auxier Asset Management | 35,605 | $7.50M | 1.19% | −80.0% | Reduced |
| FORA Capital, LLC | 35,423 | $7.46M | 0.91% | +6,287+21.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,101 | $7.40M | 0.04% | −68,935−66.3% | Reduced |
| MBB Public Markets I LLC | 34,667 | $7.31M | 0.15% | +33,597+3,139.9% | Added |
| Strategic Wealth Designers | 34,542 | $7.26M | 0.92% | +34,542 | New |
| Steward Partners Investment Advisory, LLC | 33,862 | $7.14M | 0.08% | +324+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 33,733 | $7.11M | 1.66% | +125+0.4% | Added |
| SYSTM Wealth Solutions LLC | 33,585 | $7.08M | 1.58% | +1,531+4.8% | Added |
| Edmond de Rothschild Holding S.A. | 33,379 | $7.03M | 0.12% | +8,443+33.9% | Added |
| Churchill Management Corp | 32,623 | $6.87M | 0.08% | −20.0% | Reduced |
| Crossmark Global Holdings, Inc. | 31,860 | $6.71M | 0.13% | +204+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 31,737 | $6.69M | 0.27% | +2,096+7.1% | Added |
| Hartford Investment Management Co | 31,680 | $6.68M | 0.23% | −785−2.4% | Reduced |
| Siemens Fonds Invest GmbH | 31,596 | $6.66M | 0.50% | +90+0.3% | Added |
| GWM Advisors LLC | 31,492 | $6.64M | 0.05% | +7,075+29.0% | Added |
| Simplicity Wealth,LLC | 31,213 | $6.58M | 0.15% | +1,043+3.5% | Added |