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 |
|---|---|---|---|---|---|
| NBT Bank N A | 31,051 | $6.54M | 0.47% | −681−2.1% | Reduced |
| Exencial Wealth Advisors, LLC | 30,794 | $6.49M | 0.24% | −3,183−9.4% | Reduced |
| Alps Advisors Inc | 30,773 | $6.48M | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 30,690 | $6.47M | 3.71% | +243+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 30,483 | $6.42M | 0.01% | −404−1.3% | Reduced |
| Bayesian Capital Management, LP | 30,371 | $6.40M | 0.73% | +30,371 | New |
| Stonegate Investment Group, LLC | 30,367 | $6.40M | 0.19% | −124−0.4% | Reduced |
| Ieq Capital, LLC | 30,335 | $6.39M | 0.09% | +1,869+6.6% | Added |
| Bleakley Financial Group, LLC | 29,983 | $6.32M | 0.18% | −227−0.8% | Reduced |
| Federated Hermes, Inc. | 29,314 | $6.18M | 0.01% | −505−1.7% | Reduced |
| Synovus Financial Corp | 29,097 | $6.13M | 0.08% | +919+3.3% | Added |
| Bessemer Group Inc | 28,657 | $6.04M | 0.01% | +2,203+8.3% | Added |
| Securian Asset Management, Inc | 28,331 | $5.97M | 0.17% | −647−2.2% | Reduced |
| Louisiana State Employees Retirement System | 27,900 | $5.88M | 0.11% | −700−2.4% | Reduced |
| Snowden Capital Advisors LLC | 27,897 | $5.88M | 0.17% | −551−1.9% | Reduced |
| Legacy Advisors, LLC | 27,793 | $5.86M | 0.71% | +1,916+7.4% | Added |
| Vontobel Holding Ltd. | 27,299 | $5.75M | 0.02% | −8,260−23.2% | Reduced |
| Wolverine Trading, LLC | 27,044 | $5.70M | 0.09% | +3,960+17.2% | Added |
| Oak Ridge Investments LLC | 26,915 | $5.67M | 0.54% | +1,433+5.6% | Added |
| FineMark National Bank & Trust | 26,658 | $5.62M | 0.21% | +352+1.3% | Added |
| Cape Cod Five Cents Savings Bank | 26,614 | $5.61M | 0.54% | −384−1.4% | Reduced |
| Cornerstone Advisors, LLC | 26,300 | $5.54M | 0.23% | −1,400−5.1% | Reduced |
| American Trust | 26,169 | $5.51M | 0.45% | −1,544−5.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 26,162 | $5.51M | 0.43% | +512+2.0% | Added |
| Commerce Bank | 25,943 | $5.47M | 0.04% | +37+0.1% | Added |
| Harrington Investments, INC | 25,864 | $5.45M | 3.09% | −735−2.8% | Reduced |
| Diversified Trust Co | 25,553 | $5.38M | 0.15% | +9,184+56.1% | Added |
| Bonness Enterprises Inc | 25,500 | $5.37M | 1.97% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 25,415 | $5.36M | 0.92% | +987+4.0% | Added |
| BNC Wealth Management, LLC | 25,001 | $5.27M | 1.96% | −500−2.0% | Reduced |
| New Mexico Educational Retirement Board | 24,841 | $5.23M | 0.18% | 00.0% | Unchanged |
| CX Institutional | 24,792 | $5.22M | 0.25% | +1,070+4.5% | Added |
| Keybank National Association | 24,787 | $5.22M | 0.02% | −309−1.2% | Reduced |
| Reliant Investment Management, LLC | 24,409 | $5.14M | 2.42% | +115+0.5% | Added |
| UniSuper Management Pty Ltd | 24,053 | $5.07M | 0.04% | +12,855+114.8% | Added |
| Kestra Advisory Services, LLC | 24,182 | $5.06M | 0.03% | +1,839+8.2% | Added |
| Parcion Private Wealth LLC | 23,831 | $5.02M | 0.46% | +215+0.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 23,610 | $4.98M | 1.20% | −33−0.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 23,498 | $4.95M | 0.43% | +1,149+5.1% | Added |
| Metis Global Partners, LLC | 23,397 | $4.93M | 0.17% | +30.0% | Added |
| Essex LLC | 23,192 | $4.89M | 1.09% | −479−2.0% | Reduced |
| Kinsale Capital Group, Inc. | 23,124 | $4.87M | 1.69% | +4,279+22.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,784 | $4.83M | 0.38% | +118+0.5% | Added |
| BNP Paribas | 22,823 | $4.81M | 0.24% | −673−2.9% | Reduced |
| Brevan Howard Capital Management LP | 22,490 | $4.74M | 0.31% | +18,593+477.1% | Added |
| Lafayette Investments, Inc. | 22,033 | $4.64M | 1.06% | −40−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 21,947 | $4.62M | 0.13% | +21+0.1% | Added |
| Conning Inc. | 21,738 | $4.58M | 0.16% | +18,100+497.5% | Added |
| CWM, LLC | 21,527 | $4.54M | 0.02% | +121+0.6% | Added |
| E. Ohman J:or Asset Management AB | 21,274 | $4.48M | 0.11% | +1,150+5.7% | Added |
| Quantinno Capital Management LP | 21,162 | $4.46M | 0.08% | +5,401+34.3% | Added |
| Rakuten Investment Management, Inc. | 20,964 | $4.42M | 0.03% | +7,725+58.4% | Added |
| Zions Bancorporation, N.A. | 20,702 | $4.36M | 0.35% | −4,524−17.9% | Reduced |
| Gamco Investors, Inc. Et Al | 20,509 | $4.32M | 0.05% | −650−3.1% | Reduced |
| Triasima Portfolio Management inc. | 20,430 | $4.31M | 0.39% | +360+1.8% | Added |
| AustralianSuper Pty Ltd | 20,236 | $4.26M | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $4.21M | 0.25% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 19,900 | $4.19M | 0.10% | +19,900 | New |
| Vinva Investment Management Ltd | 19,814 | $4.18M | 0.21% | +1,718+9.5% | Added |
| Dumont & Blake Investment Advisors LLC | 19,760 | $4.16M | 0.59% | +9,905+100.5% | Added |
| Sompo Asset Management Co., Ltd. | 19,680 | $4.15M | 0.70% | −1,400−6.6% | Reduced |
| Investment Management Corp of Ontario | 19,617 | $4.13M | 0.11% | +3,000+18.1% | Added |
| Argent Trust Co | 19,402 | $4.09M | 0.18% | +313+1.6% | Added |
| Alerus Financial NA | 19,310 | $4.07M | 0.30% | −314−1.6% | Reduced |
| Seven Eight Capital, LP | 19,156 | $4.04M | 0.42% | +19,156 | New |
| Andra AP-fonden | 19,000 | $4.00M | 0.07% | −24,300−56.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,940 | $3.99M | 1.65% | +693+3.8% | Added |
| Souders Financial Advisors | 18,579 | $3.92M | 0.59% | +443+2.4% | Added |
| Morton Community Bank | 18,378 | $3.87M | 1.09% | +884+5.1% | Added |
| LGT Group Foundation | 18,360 | $3.87M | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,294 | $3.85M | 0.07% | −1,791−8.9% | Reduced |
| Becker Capital Management Inc | 18,011 | $3.80M | 0.13% | −419−2.3% | Reduced |
| Agf Management Ltd | 17,836 | $3.76M | 0.02% | +1,105+6.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,774 | $3.75M | 0.07% | +14+0.1% | Added |
| Northcape Capital Pty Ltd | 17,767 | $3.74M | 0.56% | −2,989−14.4% | Reduced |
| Mechanics Bank Trust Department | 17,707 | $3.73M | 0.53% | −734−4.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 17,605 | $3.71M | 0.72% | +17,605 | New |
| Red Cedar Investment Management, LLC | 17,521 | $3.69M | 0.50% | −3,737−17.6% | Reduced |
| Two Sigma Advisers, LP | 17,400 | $3.67M | 0.01% | +6,100+54.0% | Added |
| Transcend Wealth Collective, LLC | 17,383 | $3.66M | 0.27% | +2,779+19.0% | Added |
| Occidental Asset Management, LLC | 17,202 | $3.62M | 0.64% | +911+5.6% | Added |
| Norinchukin Bank, The | 17,139 | $3.61M | 0.10% | +217+1.3% | Added |
| Pitcairn Co | 17,130 | $3.61M | 0.22% | +1,777+11.6% | Added |
| Omers Administration Corp | 17,090 | $3.60M | 0.03% | +17,090 | New |
| Ronald Blue Trust, Inc. | 17,470 | $3.60M | 0.05% | +2,345+15.5% | Added |
| Shelton Capital Management | 16,985 | $3.58M | 0.10% | −12,370−42.1% | Reduced |
| Capital International Ltd | 16,908 | $3.56M | 0.16% | +16,908 | New |
| Empirical Finance, LLC | 16,738 | $3.53M | 0.22% | −1,227−6.8% | Reduced |
| Hantz Financial Services, Inc. | 16,733 | $3.53M | 0.07% | +47+0.3% | Added |
| First Citizens Bank & Trust Co | 16,707 | $3.52M | 0.07% | +450+2.8% | Added |
| Sustainable Insight Capital Management, LLC | 16,600 | $3.50M | 1.75% | +2,558+18.2% | Added |
| NEOS Investment Management LLC | 16,546 | $3.49M | 0.14% | +4,980+43.1% | Added |
| ExodusPoint Capital Management, LP | 16,519 | $3.48M | 0.04% | −19,970−54.7% | Reduced |
| Ascent Group, LLC | 16,467 | $3.47M | 0.28% | +3,407+26.1% | Added |
| NewEdge Wealth, LLC | 16,434 | $3.46M | 0.08% | −296−1.8% | Reduced |
| Kinneret Advisory, LLC | 16,428 | $3.46M | 0.33% | −10,989−40.1% | Reduced |
| Plato Investment Management Ltd | 16,403 | $3.46M | 0.32% | +237+1.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,249 | $3.42M | 0.04% | +1,316+8.8% | Added |
| Resources Investment Advisors, LLC. | 16,171 | $3.41M | 0.04% | +7,340+83.1% | Added |
| DRW Securities, LLC | 16,056 | $3.39M | 0.21% | +16,056 | New |