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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.

Q3 2024 vs. Q2 2024

How the institutions holding Marsh & McLennan Companies, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of MRSH: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,476171,531+72
Shares438.0M42.6M435.7M+40.4M (+10.2%)
Value$92.3B$8.97B$97.1B+$13.8B (+16.6%)

17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (139)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 139 by value.

Institutions new to MRSH in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.41,609,881$9.28B0.20%
Sterling Capital Management LLC372,586$83.1M1.07%
B. Metzler seel. Sohn & Co. Holding AG209,394$46.7M0.46%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund149,131$33.3M0.34%
Point72 Asset Management, L.P.105,372$23.5M0.08%
Aquatic Capital Management LLC86,300$19.3M0.50%
Baillie Gifford & Co85,600$19.1M0.01%
Railway Pension Investments Ltd83,700$18.7M0.22%
Quantbot Technologies LP69,881$15.6M0.61%
Bridges Investment Management Inc44,339$9.89M0.14%
Twinbeech Capital LP41,442$9.25M0.18%
Executive Wealth Management, LLC37,372$8.34M0.65%
Engineers Gate Manager LP30,488$6.80M0.13%
Magnetar Financial LLC28,155$6.28M0.14%
Bellwether Advisors, LLC27,180$6.06M1.16%
Impact Asset Management GmbH22,365$4.99M1.92%
Argent Financial Group, Inc.17,556$3.92M0.46%
AIA Group Ltd17,200$3.84M0.10%
Algert Global LLC15,029$3.35M0.09%
La Banque Postale Asset Management SA13,924$3.11M0.05%
Lombard Odier Asset Management (Switzerland) SA11,405$2.54M0.21%
Oddo BHF Asset Management SAS10,281$2.29M0.11%
Univest Financial Corp9,302$2.08M0.14%
Centiva Capital, LP8,694$1.94M0.09%
Scientech Research LLC8,310$1.85M0.37%
Headlands Technologies LLC8,009$1.79M0.21%
Brophy Wealth Management, LLC7,880$1.76M0.63%
Mogy Joel R Investment Counsel Inc7,248$1.62M0.10%
Machina Capital S.A.S.6,846$1.53M0.61%
Crestline Management, LP6,452$1.44M0.08%
Fox Run Management, L.L.C.5,951$1.33M0.30%
Dark Forest Capital Management LP5,548$1.24M0.16%
Shell Asset Management Co5,512$1.23M0.05%
Oversea-Chinese Banking CORP Ltd4,652$1.04M0.03%
Virtus ETF Advisers LLC4,062$906.2K0.42%
North Point Portfolio Managers Corp3,994$891.0K0.14%
Entropy Technologies, LP3,805$848.9K0.09%
Inceptionr LLC3,627$809.1K0.20%
Nebula Research & Development LLC3,383$754.7K0.09%
Kestra Investment Management, LLC3,249$724.8K0.03%
CWA Asset Management Group, LLC3,228$720.1K0.04%
OmniStar Financial Group, Inc.3,190$712.7K0.53%
Net Worth Advisory Group3,092$689.7K0.20%
Capula Management Ltd2,989$666.8K0.01%
44 Wealth Management LLC2,976$665.1K0.23%
Delta Investment Management, LLC2,970$662.6K0.14%
Howard Capital Management Inc.2,952$658.6K0.01%
SWMG, LLC2,719$613.8K0.25%
Neo Ivy Capital Management2,664$594.0K0.19%
Verdad Advisers, LP2,372$529.2K0.71%
Lecap Asset Management Ltd2,330$519.8K0.11%
Hamilton Point Investment Advisors, LLC2,266$505.5K0.09%
Lakeview Capital Partners, LLC2,195$489.7K0.08%
Oak Thistle LLC2,160$481.9K0.16%
Global Endowment Management, LP2,059$459.3K0.05%
Eastern Bank1,942$433.2K0.01%
Talon Private Wealth, LLC1,708$381.0K0.08%
Oxford Asset Management LLP1,658$369.9K0.31%
Readystate Asset Management LP1,644$366.8K0.02%
Boothbay Fund Management, LLC1,621$361.6K0.01%
Evoke Wealth, LLC1,610$359.1K0.01%
OneAscent Financial Services LLC1,517$338.0K0.24%
ICONIQ Capital, LLC1,474$329.0K0.01%
Colonial River Wealth Management, LLC1,447$322.8K0.16%
Mission Creek Capital Partners, Inc.1,433$319.7K0.07%
Blueshift Asset Management, LLC1,405$313.4K0.08%
Five Oceans Advisors1,354$302.1K0.14%
Claro Advisors LLC1,310$292.2K0.04%
Prelude Capital Management, LLC1,258$280.6K0.02%
Benchmark Financial Wealth Advisors, LLC1,249$278.5K0.09%
Smart Money Group LLC1,252$273.3K0.10%
Chicago Partners Investment Group LLC1,156$258.4K0.01%
OneAscent Wealth Management LLC1,128$252.0K0.10%
WealthBridge Capital Management, LLC1,113$248.3K0.07%
Citizens Business Bank1,096$244.5K0.05%
Moss Adams Wealth Advisors LLC1,047$233.6K0.03%
Associated Banc-Corp1,042$232.5K0.01%
Advisor Resource Council1,039$231.8K0.11%
Kingswood Wealth Advisors, LLC1,019$227.3K0.02%
First Trust Investment Solutions L.P.1,019$227.3K0.03%
Code Waechter LLC1,003$224.0K0.21%
New Covenant Trust Company, N.A.994$222.6K0.22%
McGlone Suttner Wealth Management, Inc.989$220.7K0.05%
Jacobi Capital Management LLC975$217.5K0.02%
Wealthstream Advisors, Inc.953$212.7K0.04%
Mesirow Financial Investment Management, Inc.950$212.0K0.00%
Sabal Trust CO949$211.7K0.01%
Fiduciary Planning LLC949$211.7K0.07%
Sax Wealth Advisors, LLC944$210.6K0.02%
Heritage Investment Group, Inc.941$209.9K0.04%
Meridian Wealth Management, LLC938$209.3K0.01%
Meadow Creek Wealth Advisors LLC936$208.8K0.17%
Howard Bailey Securities, LLC929$207.3K0.08%
Arvest Bank Trust Division923$205.9K0.01%
Ssi Investment Management LLC921$205.5K0.02%
Cable Hill Partners, LLC918$204.8K0.02%
Unique Wealth, LLC917$204.6K0.05%
Oxinas Partners Wealth Management LLC915$204.1K0.13%
Spears Abacus Advisors LLC913$203.7K0.00%
Cottonwood Capital Advisors, LLC907$202.3K0.15%

Sold out (67)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of MRSH in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Woodline Partners LP585,204$123.3M
Intermede Investment Partners Ltd468,068$98.6M
Gillson Capital LP140,766$29.7M
Alberta Investment Management Corp112,338$23.7M
Marshall Wace, LLP99,100$20.9M
Boston Private Wealth LLC91,094$19.2M
Artemis Investment Management LLP42,555$8.97M
Bayesian Capital Management, LP30,371$6.40M
Wolverine Trading, LLC27,044$5.70M
DRW Securities, LLC16,056$3.39M
Quadrature Capital Ltd13,594$2.86M
K.J. Harrison & Partners Inc10,000$2.11M
Occudo Quantitative Strategies LP9,875$2.08M
WBI Investments8,728$1.84M
Pearl River Capital, LLC6,680$1.41M
CTC Alternative Strategies, Ltd.6,000$1.26M
Arrowstreet Capital, Limited Partnership5,986$1.26M
Laurion Capital Management LP5,499$1.16M
Symmetry Partners, LLC4,803$1.01M
Sageworth Trust Co3,750$790.2K
MQS Management LLC3,143$662.3K
X-Square Capital, LLC2,957$623.0K
Jefferies Financial Group Inc.2,946$620.8K
Heritage Oak Wealth Advisors LLC2,677$564.1K
Versor Investments LP1,998$421.0K
Allstate Corp1,894$399.1K
Apriem Advisors1,786$376.3K
Arete Wealth Advisors, LLC1,637$345.0K
Gateway Advisory, LLC1,572$331.3K
Ameritas Advisory Services, LLC1,526$321.5K
Strategic Financial Concepts, LLC67,171$302.0K
Haverford Trust Co1,414$298.0K
Fernwood Investment Management, LLC1,382$291.2K
Fort Washington Investment Advisors Inc1,291$272.0K
Anderson Hoagland & Co1,280$271.1K
TradeLink Capital LLC1,200$253.0K
MainStreet Investment Advisors LLC1,171$246.8K
Ibex Wealth Advisors1,127$237.4K
Crescent Grove Advisors, LLC1,092$230.1K
Wayfinding Financial, LLC1,021$215.0K
EntryPoint Capital, LLC995$209.7K
AlTi Global, Inc.982$206.9K
Triad Wealth Partners, LLC865$182.3K
Family Firm, Inc.794$167.3K
Gradient Investments LLC735$154.9K
Opal Wealth Advisors, LLC698$147.1K
Belmont Capital, LLC225$47.4K
Wetzel Investment Advisors, Inc.220$45.3K
State of Wyoming150$31.6K
Valley National Advisers Inc133$28.0K
RFP Financial Group LLC106$22.3K
First Foundation Advisors99$20.9K
SWS Partners79$16.6K
Central Bank & Trust Co65$13.7K
Planning Capital Management Corp55$11.6K
FWL Investment Management, LLC52$11.0K
Lynx Investment Advisory50$10.5K
Cedar Wealth Management, LLC49$10.3K
Unique Wealth Strategies, LLC27$5.56K
Richard W. Paul & Associates, LLC24$5.06K
Fairway Wealth LLC23$4.85K
Pingora Partners LLC20$4.21K
Delos Wealth Advisors, LLC14$2.95K
VisionPoint Advisory Group, LLC11$2.32K
Delta Asset Management LLC5$1.05K
Redwood Wealth Management Group, LLC4$843
Castleview Partners, LLC1$211

Not filed for Q3 2024 yet (17)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MRSH in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.42,337,144$8.92B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)148,031$31.2M
Susquehanna Fundamental Investments, LLC19,900$4.19M
Benjamin F. Edwards & Company, Inc.17,774$3.75M
Heritage Trust Co11,575$2.44M
Girard Partners Ltd.10,189$2.15M
Arden Trust Co5,609$1.18M
Buckingham Strategic Wealth, LLC3,923$826.6K
Permanent Capital Management, LP3,220$704.0K
Abbrea Capital, LLC3,298$695.0K
Ofi Invest Asset Management2,586$508.4K
Gratus Capital LLC2,117$446.2K
Members Wealth LLC1,138$242.6K
JJJ Advisors Inc.381$80.3K
Institutional & Family Asset Management, LLC177$37.3K
ICA Group Wealth Management, LLC95$20.0K
Bradley & Co. Private Wealth Management, LLC19$4.00K