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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 3,775 | $795.5K | 0.06% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,759 | $792.1K | 0.14% | −33−0.9% | Reduced |
| Sageworth Trust Co | 3,750 | $790.2K | 0.05% | +3,750 | New |
| Wedbush Securities Inc | 3,747 | $790.0K | 0.03% | −258−6.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,749 | $790.0K | 0.16% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,736 | $787.8K | 0.01% | +2,131+132.8% | Added |
| Williams Jones Wealth Management, LLC. | 3,724 | $784.7K | 0.01% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 3,707 | $781.1K | 0.44% | +38+1.0% | Added |
| McAdam, LLC | 3,683 | $776.1K | 0.05% | −45−1.2% | Reduced |
| Hutchinson Capital Management | 3,681 | $775.7K | 0.16% | +5+0.1% | Added |
| Strategic Blueprint, LLC | 3,677 | $774.9K | 0.05% | +266+7.8% | Added |
| Trust Co of Toledo NA | 3,670 | $773.3K | 0.11% | +916+33.3% | Added |
| Louisbourg Investments Inc. | 4,911 | $768.7K | 0.22% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,629 | $764.8K | 0.08% | +5+0.1% | Added |
| Vista Investment Partners LLC | 3,600 | $758.6K | 0.25% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,576 | $753.6K | 0.01% | −4,317−54.7% | Reduced |
| Sage Mountain Advisors LLC | 3,507 | $739.0K | 0.07% | +482+15.9% | Added |
| Mma Asset Management LLC | 3,504 | $738.4K | 0.35% | +9+0.3% | Added |
| Ledyard National Bank | 3,501 | $737.7K | 0.07% | +1,167+50.0% | Added |
| Noesis Capital Mangement Corp | 3,500 | $737.5K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $737.5K | 0.27% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,485 | $734.4K | 0.09% | +137+4.1% | Added |
| Frank, Rimerman Advisors LLC | 3,415 | $719.6K | 0.05% | +3,386+11,675.9% | Added |
| Paradigm Financial Partners, LLC | 3,414 | $719.5K | 0.11% | +2,106+161.0% | Added |
| Gateway Investment Advisers LLC | 3,408 | $718.1K | 0.01% | −379−10.0% | Reduced |
| Level Four Advisory Services, LLC | 3,407 | $718.0K | 0.03% | +472+16.1% | Added |
| Massmutual Trust Co FSB | 3,399 | $716.2K | 0.02% | +751+28.4% | Added |
| Spire Wealth Management | 3,393 | $715.1K | 0.03% | −829−19.6% | Reduced |
| Ostrum Asset Management | 3,392 | $714.8K | 0.06% | −265−7.2% | Reduced |
| Skopos Labs, Inc. | 3,499 | $713.4K | 0.31% | 00.0% | Unchanged |
| Graypoint LLC | 3,362 | $708.5K | 0.05% | −76−2.2% | Reduced |
| Permanent Capital Management, LP | 3,220 | $704.0K | 0.15% | +3,220 | New |
| Empower Advisory Group, LLC | 3,339 | $703.6K | 0.00% | +42+1.3% | Added |
| Two Sigma Securities, LLC | 3,332 | $702.1K | 0.03% | −417−11.1% | Reduced |
| Abbrea Capital, LLC | 3,298 | $695.0K | 0.09% | +39+1.2% | Added |
| Baader Bank INC | 3,345 | $694.1K | 0.05% | +275+9.0% | Added |
| Capital Investment Advisors, LLC | 3,271 | $689.3K | 0.02% | −1,215−27.1% | Reduced |
| Founders Financial Securities LLC | 3,271 | $689.3K | 0.07% | +168+5.4% | Added |
| Napatree Capital LLC | 3,269 | $688.8K | 0.56% | +3,269 | New |
| Buckley Wealth Management, LLC | 3,263 | $687.6K | 0.22% | −10−0.3% | Reduced |
| Rodgers Brothers Inc. | 3,250 | $684.8K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $683.6K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,201 | $674.6K | 0.01% | +188+6.2% | Added |
| Duncker Streett & Co Inc | 3,200 | $674.3K | 0.13% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,190 | $673.0K | 0.03% | −10,870−77.3% | Reduced |
| Waldron Private Wealth LLC | 3,193 | $672.8K | 0.03% | +87+2.8% | Added |
| GeoWealth Management, LLC | 3,186 | $671.4K | 0.03% | +794+33.2% | Added |
| Thrive Wealth Management, LLC | 3,180 | $670.1K | 0.13% | +25+0.8% | Added |
| Waller Financial Planning Group, Inc | 3,179 | $669.9K | 0.18% | +11+0.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,176 | $669.2K | 0.14% | −4,746−59.9% | Reduced |
| Ellevest, Inc. | 3,176 | $669.2K | 0.04% | −447−12.3% | Reduced |
| Bill Few Associates, Inc. | 3,173 | $668.6K | 0.26% | +23+0.7% | Added |
| MQS Management LLC | 3,143 | $662.3K | 0.40% | +3,143 | New |
| Defined Wealth Management, LLC | 3,131 | $659.8K | 0.46% | +16+0.5% | Added |
| IFP Advisors, Inc | 3,100 | $653.4K | 0.03% | +840+37.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,079 | $648.8K | 0.02% | +17+0.6% | Added |
| North Star Asset Management Inc | 3,030 | $638.5K | 0.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,030 | $638.0K | 0.08% | +585+23.9% | Added |
| Trust Point Inc. | 3,018 | $636.0K | 0.05% | −899−23.0% | Reduced |
| Avestar Capital, LLC | 3,014 | $635.1K | 0.07% | +167+5.9% | Added |
| Warther Private Wealth, LLC | 3,000 | $632.2K | 0.25% | −1,169−28.0% | Reduced |
| Cito Capital Group, LLC | 3,000 | $632.0K | 0.25% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,995 | $631.0K | 0.07% | +72+2.5% | Added |
| 9258 Wealth Management, LLC | 2,972 | $626.3K | 0.10% | +3+0.1% | Added |
| X-Square Capital, LLC | 2,957 | $623.0K | 0.29% | +51+1.8% | Added |
| Jefferies Financial Group Inc. | 2,946 | $620.8K | 0.01% | −1,731−37.0% | Reduced |
| Chilton Investment Co LLC | 2,912 | $613.6K | 0.02% | −120−4.0% | Reduced |
| David Loasby | 2,851 | $612.6K | 0.06% | +689+31.9% | Added |
| Fluent Financial, LLC | 2,905 | $612.1K | 0.31% | +202+7.5% | Added |
| McRae Capital Management Inc | 2,899 | $611.1K | 0.14% | +196+7.3% | Added |
| Strid Group, LLC | 2,898 | $610.7K | 0.10% | +25+0.9% | Added |
| Archvest Wealth Advisors, Inc. | 2,897 | $609.1K | 0.40% | −90−3.0% | Reduced |
| AE Wealth Management LLC | 2,868 | $604.4K | 0.01% | +272+10.5% | Added |
| Foundations Investment Advisors, LLC | 2,860 | $602.8K | 0.01% | +62+2.2% | Added |
| Kearns & Associates LLC | 2,860 | $602.7K | 0.45% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,848 | $600.1K | 0.21% | −226−7.4% | Reduced |
| Atomi Financial Group, Inc. | 2,847 | $599.9K | 0.04% | +1,003+54.4% | Added |
| Bryn Mawr Trust Co | 2,841 | $598.7K | 0.02% | −76−2.6% | Reduced |
| Sterling Wealth Management, Inc. | 2,813 | $592.8K | 0.28% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 2,809 | $591.9K | 0.13% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,808 | $591.7K | 0.08% | −250−8.2% | Reduced |
| Montag A & Associates Inc | 2,800 | $590.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,795 | $589.0K | 0.08% | +701+33.5% | Added |
| Meritas Wealth Management, LLC | 2,771 | $583.9K | 0.41% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,740 | $577.4K | 0.08% | +556+25.5% | Added |
| Florida Financial Advisors, LLC | 2,685 | $565.8K | 0.34% | −73−2.6% | Reduced |
| Capital Advisors Inc | 2,682 | $565.2K | 0.01% | +70+2.7% | Added |
| Heritage Oak Wealth Advisors LLC | 2,677 | $564.1K | 0.29% | +2,677 | New |
| Forum Financial Management, LP | 2,672 | $563.0K | 0.01% | +98+3.8% | Added |
| Premier Path Wealth Partners, LLC | 2,662 | $561.0K | 0.10% | −48−1.8% | Reduced |
| Vista Wealth Management Group, LLC | 2,661 | $560.7K | 0.04% | +334+14.4% | Added |
| Sweet Financial Partners, LLC | 2,659 | $560.4K | 0.13% | −308−10.4% | Reduced |
| My Legacy Advisors, LLC | 2,659 | $560.3K | 0.18% | +675+34.0% | Added |
| Amplius Wealth Advisors, LLC | 2,650 | $558.4K | 0.06% | −523−16.5% | Reduced |
| IHT Wealth Management, LLC | 2,646 | $557.6K | 0.02% | +43+1.7% | Added |
| Arkadios Wealth Advisors | 2,638 | $555.9K | 0.04% | +242+10.1% | Added |
| Mutual Advisors, LLC | 2,525 | $554.5K | 0.02% | +240+10.5% | Added |
| Boston Research & Management Inc | 2,620 | $552.0K | 0.14% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,613 | $550.7K | 0.12% | +1,103+73.0% | Added |
| Quantitative Investment Management, LLC | 2,605 | $548.0K | 0.06% | −14,050−84.4% | Reduced |