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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 5,601 | $1.18M | 0.03% | −52−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,545 | $1.17M | 0.04% | −136−2.4% | Reduced |
| Principal Securities, Inc. | 5,532 | $1.17M | 0.03% | +368+7.1% | Added |
| Neville Rodie & Shaw Inc | 5,530 | $1.17M | 0.09% | −3,000−35.2% | Reduced |
| Prosperity Financial Group, Inc. | 5,513 | $1.16M | 0.73% | −192−3.4% | Reduced |
| Summit Trail Advisors, LLC | 5,504 | $1.16M | 0.03% | +1,030+23.0% | Added |
| Laurion Capital Management LP | 5,499 | $1.16M | 0.04% | +5,499 | New |
| Canandaigua National Bank & Trust Co | 5,486 | $1.16M | 0.13% | −458−7.7% | Reduced |
| We Are One Seven, LLC | 5,480 | $1.15M | 0.05% | +410+8.1% | Added |
| Charter Trust Co | 5,413 | $1.14M | 0.08% | +225+4.3% | Added |
| Oppenheimer & Co Inc | 5,404 | $1.14M | 0.02% | +1,024+23.4% | Added |
| Center For Asset Management LLC | 5,396 | $1.14M | 0.75% | +53+1.0% | Added |
| Dover Advisors, LLC | 5,394 | $1.14M | 0.70% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,386 | $1.14M | 0.03% | −1,931−26.4% | Reduced |
| Boltwood Capital Management | 5,337 | $1.12M | 0.35% | −157−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,317 | $1.12M | 0.04% | +169+3.3% | Added |
| Legacy Wealth Asset Management, LLC | 5,254 | $1.11M | 0.31% | +2,371+82.2% | Added |
| Fullcircle Wealth LLC | 5,090 | $1.11M | 0.54% | +5,090 | New |
| AA Financial Advisors, LLC | 5,201 | $1.10M | 0.39% | −106−2.0% | Reduced |
| Cigna Investments Inc | 5,175 | $1.09M | 0.20% | −57−1.1% | Reduced |
| Cascade Financial Partners, LLC | 5,136 | $1.08M | 0.14% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,109 | $1.08M | 0.28% | −35−0.7% | Reduced |
| Csenge Advisory Group | 5,108 | $1.08M | 0.06% | +1,299+34.1% | Added |
| Fortis Capital Advisors, LLC | 5,103 | $1.08M | 0.39% | +939+22.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.07M | 0.62% | −100−1.9% | Reduced |
| Kathmere Capital Management, LLC | 5,078 | $1.07M | 0.11% | +502+11.0% | Added |
| Integrated Advisors Network LLC | 5,014 | $1.06M | 0.05% | +366+7.9% | Added |
| Boston Financial Mangement LLC | 4,981 | $1.05M | 0.03% | +57+1.2% | Added |
| Proequities, Inc. | 4,926 | $1.04M | 0.06% | +1,272+34.8% | Added |
| EverSource Wealth Advisors, LLC | 4,657 | $1.04M | 0.07% | +133+2.9% | Added |
| Lake Street Advisors Group, LLC | 4,867 | $1.03M | 0.05% | −269−5.2% | Reduced |
| Douglas Lane & Associates, LLC | 4,833 | $1.02M | 0.01% | −64−1.3% | Reduced |
| HM Payson & Co | 4,806 | $1.01M | 0.02% | −122−2.5% | Reduced |
| Symmetry Partners, LLC | 4,803 | $1.01M | 0.05% | +585+13.9% | Added |
| Manchester Capital Management LLC | 4,768 | $1.00M | 0.12% | +138+3.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,757 | $1.00M | 0.08% | +3,656+332.1% | Added |
| Marshall Financial Group LLC | 4,747 | $1.00M | 0.28% | +319+7.2% | Added |
| Criterion Capital Advisors, LLC | 4,735 | $997.7K | 0.63% | +72+1.5% | Added |
| Murphy Pohlad Asset Management LLC | 4,730 | $996.7K | 0.43% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,714 | $993.3K | 0.25% | +4,714 | New |
| Beck Bode, LLC | 4,702 | $990.8K | 0.20% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,702 | $990.8K | 0.30% | +88+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,638 | $977.4K | 0.10% | −222−4.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,633 | $976.3K | 0.01% | +1,097+31.0% | Added |
| SageView Advisory Group, LLC | 4,632 | $976.2K | 0.05% | +4,632 | New |
| Nilsine Partners, LLC | 4,615 | $972.5K | 0.13% | −10−0.2% | Reduced |
| Leavell Investment Management, Inc. | 4,591 | $967.0K | 0.05% | +1,416+44.6% | Added |
| Connecticut Wealth Management, LLC | 4,568 | $962.5K | 0.05% | +186+4.2% | Added |
| Bridgewater Associates, LP | 4,547 | $958.1K | 0.01% | +4,547 | New |
| Red Door Wealth Management, LLC | 4,538 | $956.2K | 0.17% | 00.0% | Unchanged |
| Stephens Inc | 4,512 | $950.8K | 0.01% | −377−7.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,501 | $948.5K | 0.22% | +57+1.3% | Added |
| JGP Wealth Management, LLC | 4,501 | $948.5K | 0.14% | +169+3.9% | Added |
| National Asset Management, Inc. | 4,489 | $946.0K | 0.02% | +1,288+40.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,481 | $944.2K | 0.07% | −604−11.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,478 | $943.6K | 0.07% | +4,478 | New |
| Jump Financial, LLC | 4,446 | $936.9K | 0.02% | −256−5.4% | Reduced |
| Schechter Investment Advisors, LLC | 4,438 | $935.2K | 0.07% | +186+4.4% | Added |
| Nicolet Bankshares Inc | 4,428 | $933.1K | 0.23% | +511+13.0% | Added |
| Diversify Advisory Services, LLC | 4,357 | $922.8K | 0.05% | −784−15.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,363 | $919.3K | 0.01% | +689+18.8% | Added |
| Robertson Stephens Wealth Management, LLC | 4,323 | $910.9K | 0.05% | +143+3.4% | Added |
| Western Wealth Management, LLC | 4,316 | $909.4K | 0.07% | +137+3.3% | Added |
| Farther Finance Advisors, LLC | 4,325 | $909.3K | 0.04% | +1,986+84.9% | Added |
| AMG National Trust Bank | 4,303 | $906.7K | 0.02% | +89+2.1% | Added |
| Advance Capital Management, Inc. | 4,294 | $904.8K | 0.04% | +20.0% | Added |
| Allred Capital Management, LLC | 4,293 | $904.7K | 0.35% | −265−5.8% | Reduced |
| Essex Investment Management Co LLC | 4,282 | $902.3K | 0.17% | −437−9.3% | Reduced |
| Genesee Capital Advisors, LLC | 4,276 | $901.0K | 0.44% | +45+1.1% | Added |
| SRN Advisors, LLC | 4,205 | $886.1K | 0.74% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,200 | $885.0K | 0.53% | +3,100+281.8% | Added |
| Point72 Hong Kong Ltd | 4,150 | $874.4K | 0.05% | −19,820−82.7% | Reduced |
| Missouri Trust & Investment Co | 4,133 | $870.9K | 0.33% | −3,503−45.9% | Reduced |
| iA Global Asset Management Inc. | 4,119 | $868.0K | 0.02% | −6,699−61.9% | Reduced |
| Allworth Financial LP | 3,971 | $860.8K | 0.01% | +620+18.5% | Added |
| Financial Advocates Investment Management | 4,080 | $859.6K | 0.05% | +600+17.2% | Added |
| Caldwell Trust Co | 4,051 | $853.6K | 0.09% | +580+16.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,047 | $852.7K | 0.27% | +4,047 | New |
| Qsemble Capital Management, LP | 4,045 | $852.4K | 0.16% | +4,045 | New |
| GM Advisory Group, Inc. | 4,036 | $850.6K | 0.05% | −22−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 4,028 | $848.8K | 0.05% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,022 | $847.5K | 0.03% | +1,804+81.3% | Added |
| NorthStar Asset Management LLC | 3,995 | $841.9K | 0.58% | +395+11.0% | Added |
| Smartleaf Asset Management LLC | 3,984 | $840.5K | 0.14% | +741+22.8% | Added |
| Personal Cfo Solutions, LLC | 3,986 | $839.9K | 0.13% | −1,314−24.8% | Reduced |
| Northwest Bank & Trust Co | 3,949 | $832.1K | 0.70% | +131+3.4% | Added |
| SFMG, LLC | 3,946 | $831.4K | 0.07% | −380−8.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,923 | $826.6K | 0.01% | −130−3.2% | Reduced |
| Waypoint Capital Advisors, LLC | 3,921 | $826.2K | 0.21% | +9+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,766 | $824.4K | 0.01% | −47−1.2% | Reduced |
| Benjamin Edwards Inc | 3,900 | $822.0K | 0.16% | +236+6.4% | Added |
| White Pine Investment CO | 3,900 | $822.0K | 0.24% | +3,900 | New |
| TrinityPoint Wealth, LLC | 3,878 | $817.2K | 0.13% | +4+0.1% | Added |
| Journey Strategic Wealth LLC | 3,877 | $816.9K | 0.03% | +1,130+41.1% | Added |
| Prime Capital Investment Advisors, LLC | 3,856 | $812.6K | 0.01% | +6+0.2% | Added |
| Fulton Bank, N.A. | 3,837 | $808.5K | 0.03% | −342−8.2% | Reduced |
| Dakota Wealth Management | 3,828 | $806.6K | 0.02% | −102−2.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,808 | $802.4K | 0.08% | −183−4.6% | Reduced |
| Clarius Group, LLC | 3,797 | $800.1K | 0.06% | −90−2.3% | Reduced |
| VeraBank, N.A. | 3,775 | $795.5K | 0.25% | −15−0.4% | Reduced |