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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 15,892 | $3.35M | 0.23% | −344−2.1% | Reduced |
| RSM US Wealth Management LLC | 15,731 | $3.31M | 0.06% | +15,731 | New |
| Northwest Investment Counselors, LLC | 15,701 | $3.31M | 0.83% | −160−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,680 | $3.30M | 0.09% | +68+0.4% | Added |
| Beacon Pointe Advisors, LLC | 15,551 | $3.28M | 0.04% | −88−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 15,416 | $3.25M | 0.01% | −1,804−10.5% | Reduced |
| Strategic Investment Advisors | 15,321 | $3.23M | 0.39% | −415−2.6% | Reduced |
| Accurate Wealth Management, LLC | 14,635 | $3.20M | 0.77% | −150−1.0% | Reduced |
| Private Advisor Group, LLC | 15,020 | $3.17M | 0.02% | +329+2.2% | Added |
| Lindenwold Advisors | 14,804 | $3.12M | 1.67% | −80−0.5% | Reduced |
| Paloma Partners Management Co | 14,779 | $3.11M | 0.27% | +13,613+1,167.5% | Added |
| South Dakota Investment Council | 14,652 | $3.09M | 0.06% | −16−0.1% | Reduced |
| Welch & Forbes LLC | 14,546 | $3.08M | 0.04% | −300−2.0% | Reduced |
| Moody National Bank Trust Division | 14,547 | $3.07M | 0.24% | +17+0.1% | Added |
| Aviso Financial Inc. | 14,182 | $2.99M | 0.17% | +14,182 | New |
| United Services Automobile Association | 14,128 | $2.98M | 0.08% | −1,048−6.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.97M | 0.37% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,094 | $2.97M | 0.43% | −600−4.1% | Reduced |
| Union Heritage Capital, LLC | 14,064 | $2.96M | 1.17% | 00.0% | Unchanged |
| Suncoast Equity Management | 14,020 | $2.95M | 0.33% | +5,262+60.1% | Added |
| Kingsview Wealth Management, LLC | 13,910 | $2.93M | 0.07% | +163+1.2% | Added |
| Sumitomo Life Insurance Co | 13,859 | $2.92M | 0.07% | −92−0.7% | Reduced |
| Freestone Capital Holdings, LLC | 13,718 | $2.89M | 0.10% | +126+0.9% | Added |
| Park Avenue Securities LLC | 13,688 | $2.88M | 0.04% | +392+2.9% | Added |
| Gotham Asset Management, LLC | 13,620 | $2.87M | 0.04% | −41,978−75.5% | Reduced |
| United Capital Financial Advisers, LLC | 13,598 | $2.87M | 0.02% | −786−5.5% | Reduced |
| Quadrature Capital Ltd | 13,594 | $2.86M | 0.05% | +13,594 | New |
| Hartline Investment Corp | 13,582 | $2.86M | 0.38% | +13,582 | New |
| Miracle Mile Advisors, LLC | 13,544 | $2.85M | 0.07% | −69−0.5% | Reduced |
| Bouvel Investment Partners, LLC | 13,391 | $2.82M | 1.09% | −31−0.2% | Reduced |
| G&S Capital LLC | 12,840 | $2.81M | 1.22% | −493−3.7% | Reduced |
| Pensionmark Financial Group, LLC | 13,261 | $2.79M | 0.17% | +7,935+149.0% | Added |
| Empowered Funds, LLC | 13,220 | $2.79M | 0.05% | +1,416+12.0% | Added |
| Change Path, LLC | 13,143 | $2.77M | 0.14% | −400−3.0% | Reduced |
| V-Square Quantitative Management LLC | 13,021 | $2.74M | 0.44% | +167+1.3% | Added |
| Veriti Management LLC | 12,992 | $2.74M | 0.17% | +2,731+26.6% | Added |
| Kimelman & Baird, LLC | 12,895 | $2.72M | 0.22% | +12,895 | New |
| Brown, Lisle/Cummings, Inc. | 12,791 | $2.70M | 0.88% | −30−0.2% | Reduced |
| Dynasty Wealth Management, LLC | 12,784 | $2.69M | 0.08% | +361+2.9% | Added |
| Private Trust Co NA | 12,702 | $2.68M | 0.29% | −12−0.1% | Reduced |
| HBK Sorce Advisory LLC | 12,672 | $2.67M | 0.09% | −102−0.8% | Reduced |
| CAPROCK Group, Inc. | 12,618 | $2.66M | 0.11% | +7,113+129.2% | Added |
| Virtu Financial LLC | 12,589 | $2.65M | 0.19% | +12,589 | New |
| Icon Wealth Advisors, LLC | 11,759 | $2.62M | 0.23% | −253−2.1% | Reduced |
| Summit Financial, LLC | 12,398 | $2.61M | 0.12% | +5,206+72.4% | Added |
| Bokf, NA | 12,393 | $2.61M | 0.05% | +12+0.1% | Added |
| Vident Advisory, LLC | 12,388 | $2.61M | 0.07% | −17,668−58.8% | Reduced |
| HB Wealth Management, LLC | 12,171 | $2.56M | 0.03% | +3,011+32.9% | Added |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.54M | 0.40% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 12,052 | $2.54M | 0.27% | +1,332+12.4% | Added |
| Merit Financial Group, LLC | 11,920 | $2.51M | 0.06% | −1,697−12.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,827 | $2.49M | 0.10% | −113−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,793 | $2.49M | 0.12% | +199+1.7% | Added |
| MAI Capital Management | 11,618 | $2.45M | 0.02% | −492−4.1% | Reduced |
| Heritage Trust Co | 11,575 | $2.44M | 0.32% | −168−1.4% | Reduced |
| Icon Advisers Inc | 11,500 | $2.42M | 0.54% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 10,804 | $2.40M | 0.14% | −320−2.9% | Reduced |
| TCW Group Inc | 11,352 | $2.39M | 0.02% | +264+2.4% | Added |
| Horizon Investments, LLC | 11,336 | $2.38M | 0.07% | +211+1.9% | Added |
| Sciencast Management LP | 11,272 | $2.38M | 0.83% | +11,272 | New |
| Larson Financial Group LLC | 11,105 | $2.34M | 0.16% | +545+5.2% | Added |
| Toroso Investments, LLC | 11,102 | $2.34M | 0.03% | −12,205−52.4% | Reduced |
| Howland Capital Management LLC | 11,062 | $2.33M | 0.11% | −131−1.2% | Reduced |
| Regions Financial Corp | 11,059 | $2.33M | 0.02% | −4,734−30.0% | Reduced |
| First Manhattan Co | 11,055 | $2.33M | 0.01% | +2,946+36.3% | Added |
| Tiaa Trust, National Association | 10,912 | $2.30M | 0.01% | −120−1.1% | Reduced |
| Aigen Investment Management, LP | 10,856 | $2.29M | 0.44% | +10,856 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,840 | $2.28M | 0.09% | +1,718+18.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,635 | $2.24M | 0.01% | −1,098−9.4% | Reduced |
| Wetherby Asset Management Inc | 10,578 | $2.23M | 0.11% | −89−0.8% | Reduced |
| Coldstream Capital Management Inc | 10,543 | $2.22M | 0.05% | +1,459+16.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.21M | 1.14% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,440 | $2.20M | 0.12% | +5,365+105.7% | Added |
| Venture Visionary Partners LLC | 10,404 | $2.19M | 0.10% | +186+1.8% | Added |
| TKG Advisors, LLC | 10,296 | $2.17M | 1.18% | −149−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 10,224 | $2.17M | 0.12% | −1,419−12.2% | Reduced |
| Girard Partners Ltd. | 10,189 | $2.15M | 0.20% | −398−3.8% | Reduced |
| Greenleaf Trust | 10,143 | $2.14M | 0.02% | +228+2.3% | Added |
| Te Ahumairangi Investment Management Ltd | 10,139 | $2.14M | 0.41% | −620−5.8% | Reduced |
| Brighton Jones LLC | 10,135 | $2.14M | 0.07% | −533−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 10,076 | $2.12M | 0.18% | +10,076 | New |
| Hills Bank & Trust Co | 10,063 | $2.12M | 0.17% | +128+1.3% | Added |
| Evercore Wealth Management, LLC | 10,037 | $2.11M | 0.03% | +1,218+13.8% | Added |
| Axq Capital, LP | 10,016 | $2.11M | 0.49% | +4,216+72.7% | Added |
| Wealthcare Advisory Partners LLC | 10,010 | $2.11M | 0.07% | +1,169+13.2% | Added |
| K.J. Harrison & Partners Inc | 10,000 | $2.11M | 0.35% | −2,000−16.7% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.11M | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,986 | $2.10M | 0.18% | +6,441+181.7% | Added |
| Belpointe Asset Management LLC | 9,975 | $2.10M | 0.15% | +944+10.5% | Added |
| Vise Technologies, Inc. | 9,937 | $2.09M | 0.37% | +708+7.7% | Added |
| Occudo Quantitative Strategies LP | 9,875 | $2.08M | 0.37% | −19,307−66.2% | Reduced |
| Vectors Research Management, LLC | 9,733 | $2.05M | 0.63% | −110−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,719 | $2.05M | 0.04% | −328−3.3% | Reduced |
| Delap Wealth Advisory, LLC | 9,679 | $2.04M | 0.94% | −811−7.7% | Reduced |
| Raymond James Trust N.A. | 9,651 | $2.03M | 0.05% | −921−8.7% | Reduced |
| Chatham Capital Group, Inc. | 9,613 | $2.03M | 0.35% | −97−1.0% | Reduced |
| Enterprise Bank & Trust Co | 9,612 | $2.03M | 0.69% | −6−0.1% | Reduced |
| Tealwood Asset Management Inc | 9,609 | $2.02M | 1.22% | −56−0.6% | Reduced |
| Front Row Advisors LLC | 9,553 | $2.01M | 0.70% | −656−6.4% | Reduced |
| Cary Street Partners Asset Management LLC | 9,488 | $2.00M | 0.29% | +559+6.3% | Added |