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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.

13F holders, Q3 2024

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 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
1,531
+72 vs. Q2 2024
Shares held
435.7M
+40.4M (+10.2%) vs. Q2 2024
Total value
$97.1B
+$13.8B (+16.6%) vs. Q2 2024
New holders
139
628 more added
Sold out
67
500 more reduced

17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,531 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ3 2024: $97.1B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2024.

Institutions holding MRSH in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd274$1650.00%+13+5.0%Added
Mendota Financial Group, LLC1$2240.00%+1New
Annapolis Financial Services, LLC2$3440.00%+2New
TruNorth Capital Management, LLC2$4460.00%00.0%Unchanged
PEAK6 Investments LLC3$5600.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.4$8920.00%−7−63.6%Reduced
WestEnd Advisors, LLC4$8920.00%+1+33.3%Added
Reston Wealth Management LLC4$8920.00%+4New
West Branch Capital LLC4$8930.00%+4New
Transamerica Financial Advisors, Inc.3$1.00K0.00%−328−99.1%Reduced
ClariVest Asset Management LLC5$1.05K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.6$1.26K0.00%+6New
Country Trust Bank6$1.34K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$1.34K0.00%00.0%Unchanged
JDM Financial Group LLC7$1.56K0.00%+7New
Voisard Asset Management Group, Inc.7$1.56K0.00%+7New
Lummis Asset Management, LP8$1.78K0.00%00.0%Unchanged
Rakuten Securities, Inc.11$2.45K0.00%−19−63.3%Reduced
Financial Perspectives, Inc12$2.68K0.00%+12New
Riggs Asset Managment Co. Inc.12$2.68K0.00%00.0%Unchanged
Fairman Group, LLC13$2.90K0.00%00.0%Unchanged
Archer Investment Corp16$3.57K0.00%00.0%Unchanged
Halpern Financial, Inc.16$3.57K0.00%00.0%Unchanged
Main Street Group, LTD17$3.79K0.00%−6−26.1%Reduced
Longfellow Investment Management Co LLC17$3.79K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group17$3.79K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$4.46K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC20$4.46K0.00%+4+25.0%Added
TD Capital Management LLC21$4.70K0.00%+21New
Hazlett, Burt & Watson, Inc.21$5.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.24$5.35K0.00%−24−50.0%Reduced
Provenance Wealth Advisors, LLC24$5.35K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC25$5.58K0.00%+25New
Toth Financial Advisory Corp25$5.58K0.00%−30−54.5%Reduced
HBC Financial Services, PLLC28$6.00K0.00%+28New
Highline Wealth Partners LLC27$6.02K0.00%+17+170.0%Added
McIlrath & Eck, LLC29$6.47K0.00%00.0%Unchanged
Tacita Capital Inc29$6.47K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.29$6.56K0.00%+3+11.5%Added
Laurel Wealth Advisors LLC30$6.69K0.00%00.0%Unchanged
Westside Investment Management, Inc.30$6.74K0.00%00.0%Unchanged
Caitlin John, LLC30$6.77K0.00%−54−64.3%Reduced
DiNuzzo Private Wealth, Inc.32$7.14K0.00%+1+3.2%Added
Redmont Wealth Advisors LLC33$7.36K0.01%00.0%Unchanged
Atlantic Trust, LLC34$7.59K0.00%−21−38.2%Reduced
Creative Capital Management Investments LLC35$7.81K0.00%00.0%Unchanged
North Star Investment Management Corp.35$7.81K0.00%+17+94.4%Added
GPS Wealth Strategies Group, LLC35$7.83K0.00%+3+9.4%Added
TSFG, LLC34$8.00K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC36$8.03K0.01%00.0%Unchanged
TFC Financial Management36$8.03K0.00%+2+5.9%Added
Valued Wealth Advisors LLC36$8.03K0.01%+6+20.0%Added
Bullock Wealth Management Group39$8.69K0.01%+39New
BFSG, LLC39$8.70K0.00%00.0%Unchanged
Coastline Trust Co42$9.37K0.00%+42New
FSA Wealth Management LLC42$9.37K0.00%+42New
ESL Trust Services, LLC43$9.59K0.00%−60−58.3%Reduced
Red Tortoise LLC43$9.59K0.00%00.0%Unchanged
Horizons Wealth Management44$9.82K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC45$10.0K0.00%00.0%Unchanged
Westend Capital Management, LLC48$10.7K0.00%+48New
Avion Wealth50$11.0K0.00%+6+13.6%Added
Maryland Capital Advisors Inc.50$11.0K0.01%+50New
Mascoma Wealth Management LLC50$11.2K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC50$11.2K0.00%−27−35.1%Reduced
Householder Group Estate & Retirement Specialist, LLC56$12.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC55$12.3K0.00%00.0%Unchanged
Creative Financial Designs Inc57$12.7K0.00%+37+185.0%Added
Salem Investment Counselors Inc57$12.7K0.00%+12+26.7%Added
Northwest Capital Management Inc58$12.9K0.00%00.0%Unchanged
Perritt Capital Management Inc61$13.6K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC61$13.6K0.01%00.0%Unchanged
Pflug Koory, LLC61$13.6K0.01%+61New
Legacy Investment Solutions, LLC64$14.4K0.01%+64New
Legacy Wealth Managment, LLC64$14.4K0.01%+64New
Field & Main Bank65$14.5K0.01%00.0%Unchanged
ORG Wealth Partners, LLC65$14.5K0.00%+65New
True Wealth Design, LLC65$14.5K0.01%−20−23.5%Reduced
Stephens Consulting, LLC68$15.2K0.00%−12−15.0%Reduced
Aspect Partners, LLC70$15.6K0.01%00.0%Unchanged
Creekmur Asset Management LLC70$15.6K0.00%00.0%Unchanged
Silicon Valley Capital Partners71$15.9K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.72$16.1K0.00%+67+1,340.0%Added
Arcadia Investment Management Corp74$16.5K0.00%00.0%Unchanged
Gleason Group, Inc.76$16.9K0.00%+1+1.3%Added
Sound Income Strategies, LLC77$17.2K0.00%+2+2.7%Added
Avalon Trust Co78$17.4K0.00%−60−43.5%Reduced
First Pacific Financial79$17.7K0.00%00.0%Unchanged
Hallmark Capital Management Inc80$17.8K0.00%00.0%Unchanged
Darwin Advisors, LLC80$17.8K0.00%+80New
First Personal Financial Services80$17.8K0.00%00.0%Unchanged
Atwood & Palmer Inc81$18.1K0.00%00.0%Unchanged
Oakworth Capital, Inc.85$19.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC86$19.2K0.01%−8−8.5%Reduced
Moisand Fitzgerald Tamayo, LLC89$19.9K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP90$20.1K0.01%00.0%Unchanged
DT Investment Partners, LLC90$20.1K0.00%+61+210.3%Added
Raffa Wealth Management, LLC91$20.3K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.93$20.7K0.01%+6+6.9%Added
Altshuler Shaham Ltd93$20.7K0.00%−7−7.0%Reduced