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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 9,372 | $1.97M | 0.03% | +961+11.4% | Added |
| Everence Capital Management Inc | 9,860 | $1.97M | 0.14% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,304 | $1.96M | 0.15% | +488+5.5% | Added |
| Grimes & Company, Inc. | 9,290 | $1.96M | 0.06% | −154−1.6% | Reduced |
| PFG Advisors | 9,268 | $1.95M | 0.13% | +544+6.2% | Added |
| Teza Capital Management LLC | 9,234 | $1.95M | 0.24% | −9,920−51.8% | Reduced |
| Signaturefd, LLC | 9,195 | $1.94M | 0.04% | +224+2.5% | Added |
| Value Partners Investments Inc. | 9,128 | $1.92M | 0.17% | +1,320+16.9% | Added |
| Courier Capital LLC | 9,048 | $1.91M | 0.15% | −354−3.8% | Reduced |
| Pensionfund Sabic | 9,000 | $1.90M | 0.56% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,984 | $1.89M | 0.03% | −213−2.3% | Reduced |
| Ritholtz Wealth Management | 8,953 | $1.89M | 0.06% | +51+0.6% | Added |
| Atria Wealth Solutions, Inc. | 8,856 | $1.87M | 0.02% | +364+4.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,872 | $1.86M | 0.08% | +7,360+486.8% | Added |
| Beverly Hills Private Wealth, LLC | 8,796 | $1.85M | 0.40% | −459−5.0% | Reduced |
| WBI Investments | 8,728 | $1.84M | 0.45% | +6,356+268.0% | Added |
| Venturi Wealth Management, LLC | 8,709 | $1.84M | 0.11% | +2,177+33.3% | Added |
| Walleye Trading LLC | 8,678 | $1.83M | 0.04% | −16,597−65.7% | Reduced |
| RMR Wealth Builders | 8,674 | $1.83M | 0.21% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,630 | $1.82M | 0.03% | −6−0.1% | Reduced |
| Ballentine Partners, LLC | 8,616 | $1.82M | 0.03% | +897+11.6% | Added |
| Wealth Alliance | 8,513 | $1.79M | 0.23% | −142−1.6% | Reduced |
| Knollwood Investment Advisory, LLC | 8,430 | $1.78M | 0.20% | +2,889+52.1% | Added |
| Anthracite Investment Company, Inc. | 8,424 | $1.78M | 0.94% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,378 | $1.77M | 0.26% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,369 | $1.76M | 0.05% | −1,387−14.2% | Reduced |
| Advisory Services Network, LLC | 8,337 | $1.76M | 0.04% | +271+3.4% | Added |
| Groupama Asset Managment | 8,295 | $1.75M | 0.04% | +3,895+88.5% | Added |
| Trexquant Investment LP | 8,275 | $1.74M | 0.03% | −32,881−79.9% | Reduced |
| Pegasus Partners Ltd. | 8,236 | $1.74M | 0.18% | −4,185−33.7% | Reduced |
| DoubleLine ETF Adviser LP | 8,234 | $1.74M | 0.46% | −332−3.9% | Reduced |
| First National Trust Co | 8,225 | $1.73M | 0.07% | −482−5.5% | Reduced |
| TD Private Client Wealth LLC | 8,187 | $1.73M | 0.05% | −58−0.7% | Reduced |
| Syon Capital LLC | 8,182 | $1.72M | 0.16% | +127+1.6% | Added |
| GTS Securities LLC | 8,094 | $1.71M | 0.04% | +6,775+513.6% | Added |
| Clearstead Advisors, LLC | 8,051 | $1.70M | 0.03% | +548+7.3% | Added |
| Meeder Advisory Services, Inc. | 8,029 | $1.69M | 0.12% | +2,353+41.5% | Added |
| LS Investment Advisors, LLC | 8,005 | $1.69M | 0.26% | 00.0% | Unchanged |
| IAM Advisory, LLC | 7,907 | $1.67M | 0.45% | +180+2.3% | Added |
| PDT Partners, LLC | 7,883 | $1.66M | 0.16% | −153−1.9% | Reduced |
| WSFS Capital Management, LLC | 7,848 | $1.65M | 0.09% | −572−6.8% | Reduced |
| Savant Capital, LLC | 7,813 | $1.65M | 0.02% | −835−9.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,744 | $1.63M | 0.27% | +139+1.8% | Added |
| TCTC Holdings, LLC | 7,738 | $1.63M | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,712 | $1.63M | 0.50% | −24−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,674 | $1.62M | 0.06% | −1,300−14.5% | Reduced |
| Adviser Investments LLC | 7,610 | $1.60M | 0.02% | −49−0.6% | Reduced |
| Wimmer Associates 1, LLC | 7,610 | $1.60M | 0.82% | 00.0% | Unchanged |
| Matrix Trust Co | 7,503 | $1.58M | 0.36% | +44+0.6% | Added |
| Citizens Financial Group Inc | 7,494 | $1.58M | 0.04% | +1,123+17.6% | Added |
| Profund Advisors LLC | 7,421 | $1.56M | 0.06% | −151−2.0% | Reduced |
| Exchange Traded Concepts, LLC | 7,408 | $1.56M | 0.04% | −2,243−23.2% | Reduced |
| Chesley Taft & Associates LLC | 7,391 | $1.56M | 0.08% | −224−2.9% | Reduced |
| Wedmont Private Capital | 7,055 | $1.54M | 0.10% | +239+3.5% | Added |
| Essex Financial Services, Inc. | 6,917 | $1.52M | 0.11% | +4,440+179.2% | Added |
| Thompson Siegel & Walmsley LLC | 7,174 | $1.51M | 0.02% | −20−0.3% | Reduced |
| Citizens & Northern Corp | 7,170 | $1.51M | 0.47% | −42−0.6% | Reduced |
| Nomura Holdings Inc | 7,131 | $1.50M | 0.01% | −9,868−58.1% | Reduced |
| Fidelis Capital Partners, LLC | 6,852 | $1.49M | 0.21% | −590−7.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,000 | $1.48M | 0.00% | −266,000−97.4% | Reduced |
| RCS Financial Planning, LLC | 6,905 | $1.46M | 0.86% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,763 | $1.43M | 0.01% | +1,146+20.4% | Added |
| Parallel Advisors, LLC | 6,718 | $1.42M | 0.04% | +424+6.7% | Added |
| Norway Savings Bank | 6,710 | $1.41M | 0.81% | +544+8.8% | Added |
| Boyd Watterson Asset Management LLC | 6,698 | $1.41M | 0.40% | +22+0.3% | Added |
| Smithfield Trust Co | 6,700 | $1.41M | 0.07% | −37−0.5% | Reduced |
| LMCG Investments, LLC | 6,691 | $1.41M | 0.08% | −260−3.7% | Reduced |
| Pearl River Capital, LLC | 6,680 | $1.41M | 0.22% | +2,220+49.8% | Added |
| Wintrust Investments LLC | 6,622 | $1.40M | 0.11% | +12+0.2% | Added |
| TownSquare Capital, LLC | 6,595 | $1.39M | 0.02% | +1,708+34.9% | Added |
| Checchi Capital Advisers, LLC | 6,543 | $1.38M | 0.11% | +31+0.5% | Added |
| NorthRock Partners, LLC | 6,497 | $1.37M | 0.05% | +613+10.4% | Added |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.36M | 0.13% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,432 | $1.36M | 0.02% | −225−3.4% | Reduced |
| United Bank | 6,266 | $1.32M | 0.66% | +127+2.1% | Added |
| Elmwood Wealth Management, Inc. | 6,261 | $1.32M | 0.59% | −125−2.0% | Reduced |
| Exchange Bank | 6,239 | $1.31M | 1.12% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6,216 | $1.31M | 0.03% | −10.0% | Reduced |
| Eqis Capital Management, Inc. | 6,082 | $1.28M | 0.10% | +195+3.3% | Added |
| Concord Wealth Partners | 6,070 | $1.28M | 0.23% | −62−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 6,020 | $1.27M | 0.02% | −37−0.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 6,000 | $1.26M | 0.54% | +6,000 | New |
| Arrowstreet Capital, Limited Partnership | 5,986 | $1.26M | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,982 | $1.26M | 0.18% | −101−1.7% | Reduced |
| Concord Asset Management, LLC | 5,964 | $1.26M | 0.31% | −62−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 5,892 | $1.24M | 0.04% | +1,614+37.7% | Added |
| Lester Murray Antman dba SimplyRich | 5,827 | $1.23M | 0.39% | +53+0.9% | Added |
| AXS Investments LLC | 5,820 | $1.23M | 0.34% | −283−4.6% | Reduced |
| Highview Capital Management LLC | 5,755 | $1.21M | 0.50% | +503+9.6% | Added |
| Dynamic Technology Lab Private Ltd | 5,726 | $1.21M | 0.14% | −11,282−66.3% | Reduced |
| Buckingham Strategic Partners | 5,711 | $1.20M | 0.03% | +4,272+296.9% | Added |
| US Asset Management LLC | 5,697 | $1.20M | 1.08% | −240−4.0% | Reduced |
| Ironwood Investment Counsel, LLC | 5,684 | $1.20M | 0.21% | −16−0.3% | Reduced |
| Trust Asset Management LLC | 5,677 | $1.20M | 0.10% | 00.0% | Unchanged |
| Gries Financial LLC | 5,653 | $1.19M | 0.24% | −536−8.7% | Reduced |
| Global Retirement Partners, LLC | 5,638 | $1.19M | 0.04% | +836+17.4% | Added |
| Kings Path Partners LLC | 5,625 | $1.19M | 0.56% | +5,625 | New |
| DF Dent & Co Inc | 5,611 | $1.18M | 0.02% | −678−10.8% | Reduced |
| Arden Trust Co | 5,609 | $1.18M | 0.17% | −389−6.5% | Reduced |
| Aries Wealth Management | 5,607 | $1.18M | 0.37% | −339−5.7% | Reduced |