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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 8,331 | $1.86M | 0.05% | −38−0.5% | Reduced |
| Paloma Partners Management Co | 8,347 | $1.86M | 0.10% | −6,432−43.5% | Reduced |
| Wealth Alliance | 8,394 | $1.87M | 0.22% | −119−1.4% | Reduced |
| Hilltop Holdings Inc. | 8,396 | $1.87M | 0.12% | +4,911+140.9% | Added |
| Anthracite Investment Company, Inc. | 8,424 | $1.88M | 0.89% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 8,430 | $1.88M | 0.20% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,583 | $1.91M | 0.02% | −273−3.1% | Reduced |
| International Assets Investment Management, LLC | 427,764 | $1.92M | 0.01% | +426,425+31,846.5% | Added |
| Belpointe Asset Management LLC | 8,625 | $1.92M | 0.12% | −1,350−13.5% | Reduced |
| Bryn Mawr Trust Co | 8,640 | $1.93M | 0.03% | +5,799+204.1% | Added |
| RMR Wealth Builders | 8,675 | $1.94M | 0.21% | +10.0% | Added |
| Centiva Capital, LP | 8,694 | $1.94M | 0.09% | +8,694 | New |
| Savant Capital, LLC | 8,741 | $1.95M | 0.02% | +928+11.9% | Added |
| Brass Tax Wealth Management, Inc | 8,754 | $1.95M | 0.42% | +6,309+258.0% | Added |
| Merit Financial Group, LLC | 8,898 | $1.99M | 0.04% | −3,022−25.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,027 | $2.01M | 0.03% | +43+0.5% | Added |
| Quadrant Capital Group LLC | 9,196 | $2.05M | 0.14% | −108−1.2% | Reduced |
| Northcape Capital Pty Ltd | 9,201 | $2.05M | 0.30% | −8,566−48.2% | Reduced |
| Ballentine Partners, LLC | 9,207 | $2.05M | 0.04% | +591+6.9% | Added |
| Cary Street Partners Asset Management LLC | 9,227 | $2.06M | 0.27% | −261−2.8% | Reduced |
| Ritholtz Wealth Management | 9,254 | $2.06M | 0.06% | +301+3.4% | Added |
| Univest Financial Corp | 9,302 | $2.08M | 0.14% | +9,302 | New |
| Grimes & Company, Inc. | 9,315 | $2.08M | 0.06% | +25+0.3% | Added |
| Vise Technologies, Inc. | 9,365 | $2.09M | 0.27% | −572−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,368 | $2.09M | 0.03% | −40.0% | Reduced |
| Perigon Wealth Management, LLC | 9,416 | $2.10M | 0.06% | +3,815+68.1% | Added |
| Front Row Advisors LLC | 9,424 | $2.10M | 0.75% | −129−1.4% | Reduced |
| Chatham Capital Group, Inc. | 9,513 | $2.12M | 0.35% | −100−1.0% | Reduced |
| Delap Wealth Advisory, LLC | 9,574 | $2.14M | 1.35% | −105−1.1% | Reduced |
| Signaturefd, LLC | 9,608 | $2.14M | 0.04% | +413+4.5% | Added |
| Tealwood Asset Management Inc | 9,679 | $2.16M | 0.95% | +70+0.7% | Added |
| Raymond James Trust N.A. | 9,687 | $2.16M | 0.05% | +36+0.4% | Added |
| Enterprise Bank & Trust Co | 9,700 | $2.16M | 0.70% | +88+0.9% | Added |
| Vectors Research Management, LLC | 9,754 | $2.18M | 0.66% | +21+0.2% | Added |
| Qtron Investments LLC | 9,770 | $2.18M | 0.30% | +1,392+16.6% | Added |
| Dumont & Blake Investment Advisors LLC | 9,829 | $2.19M | 0.58% | −9,931−50.3% | Reduced |
| Everence Capital Management Inc | 9,860 | $2.20M | 0.14% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 9,875 | $2.21M | 0.18% | +747+8.2% | Added |
| Hills Bank & Trust Co | 9,955 | $2.22M | 0.17% | −108−1.1% | Reduced |
| Axq Capital, LP | 9,967 | $2.22M | 0.67% | −49−0.5% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.23M | 0.08% | 00.0% | Unchanged |
| Courier Capital LLC | 10,013 | $2.23M | 0.15% | +965+10.7% | Added |
| Kestra Private Wealth Services, LLC | 10,062 | $2.24M | 0.04% | +343+3.5% | Added |
| Capital Asset Advisory Services LLC | 10,037 | $2.25M | 0.11% | −187−1.8% | Reduced |
| TownSquare Capital, LLC | 10,130 | $2.26M | 0.03% | +3,535+53.6% | Added |
| Greenleaf Trust | 10,247 | $2.29M | 0.02% | +104+1.0% | Added |
| Evercore Wealth Management, LLC | 10,249 | $2.29M | 0.03% | +212+2.1% | Added |
| Oddo BHF Asset Management SAS | 10,281 | $2.29M | 0.11% | +10,281 | New |
| Wealthcare Advisory Partners LLC | 10,286 | $2.29M | 0.07% | +276+2.8% | Added |
| HighPoint Advisor Group LLC | 10,479 | $2.30M | 0.13% | −325−3.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 10,499 | $2.33M | 0.41% | +360+3.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.34M | 1.21% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,509 | $2.34M | 0.11% | −69−0.7% | Reduced |
| TKG Advisors, LLC | 10,552 | $2.35M | 1.16% | +256+2.5% | Added |
| Regions Financial Corp | 10,580 | $2.36M | 0.02% | −479−4.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,754 | $2.40M | 0.09% | −86−0.8% | Reduced |
| Tiaa Trust, National Association | 10,837 | $2.42M | 0.01% | −75−0.7% | Reduced |
| Howland Capital Management LLC | 10,931 | $2.44M | 0.11% | −131−1.2% | Reduced |
| CIBC World Markets Inc. | 11,058 | $2.47M | 0.01% | −79,691−87.8% | Reduced |
| TCW Group Inc | 11,194 | $2.50M | 0.02% | −158−1.4% | Reduced |
| Horizon Investments, LLC | 11,314 | $2.51M | 0.07% | −22−0.2% | Reduced |
| United Services Automobile Association | 11,302 | $2.52M | 0.06% | −2,826−20.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,405 | $2.54M | 0.21% | +11,405 | New |
| Coldstream Capital Management Inc | 11,514 | $2.57M | 0.06% | +971+9.2% | Added |
| Vestmark Advisory Solutions, Inc. | 11,655 | $2.60M | 0.10% | −172−1.5% | Reduced |
| Larson Financial Group LLC | 11,690 | $2.61M | 0.15% | +585+5.3% | Added |
| Spire Wealth Management | 11,839 | $2.64M | 0.09% | +8,446+248.9% | Added |
| First Manhattan Co | 11,903 | $2.66M | 0.01% | +848+7.7% | Added |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.69M | 0.39% | 00.0% | Unchanged |
| Bokf, NA | 12,211 | $2.71M | 0.05% | −182−1.5% | Reduced |
| HBK Sorce Advisory LLC | 12,375 | $2.76M | 0.08% | −297−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,377 | $2.76M | 0.01% | +1,742+16.4% | Added |
| Private Trust Co NA | 12,509 | $2.79M | 0.28% | −193−1.5% | Reduced |
| Park Avenue Securities LLC | 12,510 | $2.79M | 0.03% | −1,178−8.6% | Reduced |
| Sciencast Management LP | 12,526 | $2.79M | 0.83% | +1,254+11.1% | Added |
| Ossiam | 12,604 | $2.81M | 0.05% | −388,368−96.9% | Reduced |
| Icon Wealth Advisors, LLC | 12,637 | $2.82M | 0.23% | +878+7.5% | Added |
| HB Wealth Management, LLC | 12,638 | $2.82M | 0.03% | +467+3.8% | Added |
| Summit Financial, LLC | 12,654 | $2.82M | 0.11% | +256+2.1% | Added |
| Virtu Financial LLC | 12,756 | $2.85M | 0.16% | +167+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 12,784 | $2.85M | 0.87% | −7−0.1% | Reduced |
| Two Sigma Advisers, LP | 12,800 | $2.86M | 0.01% | −4,600−26.4% | Reduced |
| Fiduciary Trust Co | 12,883 | $2.87M | 0.04% | +4,253+49.3% | Added |
| Kimelman & Baird, LLC | 12,895 | $2.88M | 0.23% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,940 | $2.89M | 0.13% | +1,147+9.7% | Added |
| Dynasty Wealth Management, LLC | 12,967 | $2.89M | 0.09% | +183+1.4% | Added |
| G&S Capital LLC | 12,968 | $2.89M | 1.21% | +128+1.0% | Added |
| Toroso Investments, LLC | 13,013 | $2.90M | 0.03% | +1,911+17.2% | Added |
| Moody National Bank Trust Division | 13,063 | $2.91M | 0.31% | −1,484−10.2% | Reduced |
| Commerzbank Aktiengesellschaft | 13,152 | $2.93M | 0.08% | +11,172+564.2% | Added |
| Welch & Forbes LLC | 13,196 | $2.94M | 0.04% | −1,350−9.3% | Reduced |
| CAPROCK Group, Inc. | 13,267 | $2.96M | 0.11% | +649+5.1% | Added |
| Miracle Mile Advisors, LLC | 13,378 | $2.98M | 0.07% | −166−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 13,441 | $3.00M | 0.03% | −2,110−13.6% | Reduced |
| Bouvel Investment Partners, LLC | 13,473 | $3.01M | 1.13% | +82+0.6% | Added |
| Vident Advisory, LLC | 13,743 | $3.07M | 0.08% | +1,355+10.9% | Added |
| Freestone Capital Holdings, LLC | 13,752 | $3.07M | 0.11% | +34+0.2% | Added |
| Hartline Investment Corp | 13,763 | $3.07M | 0.38% | +181+1.3% | Added |
| River Wealth Advisors LLC | 13,885 | $3.10M | 0.41% | −209−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 13,886 | $3.10M | 0.27% | +1,834+15.2% | Added |