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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 13,919 | $3.11M | 0.03% | +321+2.4% | Added |
| La Banque Postale Asset Management SA | 13,924 | $3.11M | 0.05% | +13,924 | New |
| Empowered Funds, LLC | 13,937 | $3.11M | 0.05% | +717+5.4% | Added |
| V-Square Quantitative Management LLC | 14,031 | $3.13M | 0.46% | +1,010+7.8% | Added |
| Union Heritage Capital, LLC | 14,064 | $3.14M | 1.16% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 14,073 | $3.14M | 0.06% | +214+1.5% | Added |
| Private Advisor Group, LLC | 14,083 | $3.14M | 0.02% | −937−6.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,100 | $3.15M | 0.37% | 00.0% | Unchanged |
| Quest Partners LLC | 14,183 | $3.16M | 0.28% | +14,005+7,868.0% | Added |
| Change Path, LLC | 14,266 | $3.18M | 0.11% | +1,123+8.5% | Added |
| Accurate Wealth Management, LLC | 14,332 | $3.24M | 0.65% | −303−2.1% | Reduced |
| Pitcairn Co | 14,529 | $3.24M | 0.19% | −2,601−15.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,542 | $3.24M | 1.47% | −2,058−12.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,560 | $3.25M | 0.23% | −1,332−8.4% | Reduced |
| South Dakota Investment Council | 14,652 | $3.27M | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,716 | $3.28M | 0.08% | +7,308+98.7% | Added |
| Gotham Asset Management, LLC | 14,869 | $3.32M | 0.03% | +1,249+9.2% | Added |
| Resources Investment Advisors, LLC. | 14,915 | $3.33M | 0.04% | −1,256−7.8% | Reduced |
| Kingsview Wealth Management, LLC | 14,927 | $3.33M | 0.07% | +1,017+7.3% | Added |
| Assenagon Asset Management S.A. | 14,941 | $3.33M | 0.01% | −678,146−97.8% | Reduced |
| Lindenwold Advisors | 14,961 | $3.34M | 1.68% | +157+1.1% | Added |
| Algert Global LLC | 15,029 | $3.35M | 0.09% | +15,029 | New |
| Y-Intercept (Hong Kong) Ltd | 15,552 | $3.47M | 0.21% | +5,112+49.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,586 | $3.48M | 0.08% | −94−0.6% | Reduced |
| Northwest Investment Counselors, LLC | 15,682 | $3.50M | 0.79% | −19−0.1% | Reduced |
| RSM US Wealth Management LLC | 15,763 | $3.51M | 0.05% | +32+0.2% | Added |
| Strategic Investment Advisors | 15,835 | $3.53M | 0.39% | +514+3.4% | Added |
| Ascent Group, LLC | 15,843 | $3.53M | 0.27% | −624−3.8% | Reduced |
| First Citizens Bank & Trust Co | 16,133 | $3.60M | 0.08% | −574−3.4% | Reduced |
| Kinneret Advisory, LLC | 16,216 | $3.62M | 0.33% | −212−1.3% | Reduced |
| Federated Hermes, Inc. | 16,254 | $3.63M | 0.01% | −13,060−44.6% | Reduced |
| Interval Partners, LP | 16,643 | $3.71M | 0.11% | −29,787−64.2% | Reduced |
| Veriti Management LLC | 16,855 | $3.76M | 0.20% | +3,863+29.7% | Added |
| NewEdge Wealth, LLC | 16,915 | $3.77M | 0.07% | +481+2.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,922 | $3.77M | 0.04% | +673+4.1% | Added |
| Omers Administration Corp | 17,090 | $3.81M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 17,102 | $3.82M | 0.22% | +364+2.2% | Added |
| Edgestream Partners, L.P. | 17,104 | $3.82M | 0.17% | +14,768+632.2% | Added |
| AIA Group Ltd | 17,200 | $3.84M | 0.10% | +17,200 | New |
| Pensionmark Financial Group, LLC | 17,223 | $3.84M | 0.12% | +3,962+29.9% | Added |
| Becker Capital Management Inc | 17,241 | $3.85M | 0.13% | −770−4.3% | Reduced |
| Hantz Financial Services, Inc. | 17,249 | $3.85M | 0.07% | +516+3.1% | Added |
| ExodusPoint Capital Management, LP | 17,263 | $3.85M | 0.04% | +744+4.5% | Added |
| Mechanics Bank Trust Department | 17,443 | $3.89M | 0.52% | −264−1.5% | Reduced |
| Red Cedar Investment Management, LLC | 17,521 | $3.91M | 0.50% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 17,556 | $3.92M | 0.46% | +17,556 | New |
| Prosperity Consulting Group, LLC | 17,586 | $3.92M | 0.31% | +15,461+727.6% | Added |
| Vinva Investment Management Ltd | 17,624 | $3.95M | 0.17% | −2,190−11.1% | Reduced |
| Walleye Capital LLC | 17,702 | $3.95M | 0.04% | −26,671−60.1% | Reduced |
| Occidental Asset Management, LLC | 17,804 | $3.97M | 0.64% | +602+3.5% | Added |
| Cyndeo Wealth Partners, LLC | 18,213 | $4.06M | 0.28% | −7,949−30.4% | Reduced |
| Morton Community Bank | 18,323 | $4.09M | 1.07% | −55−0.3% | Reduced |
| Alerus Financial NA | 18,353 | $4.09M | 0.30% | −957−5.0% | Reduced |
| Aviso Financial Inc. | 18,450 | $4.12M | 0.20% | +4,268+30.1% | Added |
| Souders Financial Advisors | 18,529 | $4.13M | 0.58% | −50−0.3% | Reduced |
| Suncoast Equity Management | 18,775 | $4.19M | 0.48% | +4,755+33.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,785 | $4.19M | 1.61% | −155−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 20,081 | $4.23M | 0.06% | +2,611+14.9% | Added |
| Plato Investment Management Ltd | 19,184 | $4.28M | 0.35% | +2,781+17.0% | Added |
| Transcend Wealth Collective, LLC | 19,321 | $4.31M | 0.29% | +1,938+11.1% | Added |
| Gamco Investors, Inc. Et Al | 19,459 | $4.34M | 0.04% | −1,050−5.1% | Reduced |
| Argent Trust Co | 19,552 | $4.36M | 0.18% | +150+0.8% | Added |
| Tower Research Capital LLC (TRC) | 19,558 | $4.36M | 0.12% | +1,264+6.9% | Added |
| Norinchukin Bank, The | 19,575 | $4.37M | 0.10% | +2,436+14.2% | Added |
| Kestra Advisory Services, LLC | 19,668 | $4.39M | 0.02% | −4,514−18.7% | Reduced |
| Brevan Howard Capital Management LP | 19,923 | $4.44M | 0.21% | −2,567−11.4% | Reduced |
| RBF Capital, LLC | 20,000 | $4.46M | 0.23% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 20,083 | $4.48M | 0.94% | −1,950−8.9% | Reduced |
| E. Ohman J:or Asset Management AB | 20,124 | $4.49M | 0.11% | −1,150−5.4% | Reduced |
| Triasima Portfolio Management inc. | 20,496 | $4.57M | 1.03% | +66+0.3% | Added |
| Conning Inc. | 20,578 | $4.59M | 0.15% | −1,160−5.3% | Reduced |
| NEOS Investment Management LLC | 20,606 | $4.60M | 0.14% | +4,060+24.5% | Added |
| Capital International Ltd | 20,999 | $4.68M | 0.20% | +4,091+24.2% | Added |
| Dynamic Technology Lab Private Ltd | 21,057 | $4.70M | 0.50% | +15,331+267.7% | Added |
| Sompo Asset Management Co., Ltd. | 21,260 | $4.74M | 0.74% | +1,580+8.0% | Added |
| Benjamin Edwards Inc | 21,570 | $4.81M | 0.07% | +17,670+453.1% | Added |
| Axxcess Wealth Management, LLC | 21,742 | $4.85M | 0.12% | −205−0.9% | Reduced |
| Essex LLC | 22,008 | $4.91M | 1.01% | −1,184−5.1% | Reduced |
| CWM, LLC | 22,050 | $4.92M | 0.02% | +523+2.4% | Added |
| American Trust | 22,186 | $4.95M | 0.41% | −3,983−15.2% | Reduced |
| Agf Management Ltd | 22,252 | $4.96M | 0.03% | +4,416+24.8% | Added |
| Colony Group, LLC | 22,327 | $4.98M | 0.02% | −91,831−80.4% | Reduced |
| Impact Asset Management GmbH | 22,365 | $4.99M | 1.92% | +22,365 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,536 | $5.03M | 0.34% | −248−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,213 | $5.15M | 0.10% | +14,341+161.6% | Added |
| Keybank National Association | 23,106 | $5.15M | 0.02% | −1,681−6.8% | Reduced |
| Reliant Investment Management, LLC | 23,619 | $5.27M | 2.48% | −790−3.2% | Reduced |
| Zions Bancorporation, N.A. | 23,648 | $5.28M | 0.38% | +2,946+14.2% | Added |
| AustralianSuper Pty Ltd | 23,897 | $5.33M | 0.03% | +3,661+18.1% | Added |
| BNP Paribas | 24,080 | $5.37M | 0.22% | +1,257+5.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 24,124 | $5.38M | 0.43% | +626+2.7% | Added |
| New Mexico Educational Retirement Board | 24,141 | $5.39M | 0.18% | −700−2.8% | Reduced |
| Metis Global Partners, LLC | 24,252 | $5.41M | 0.17% | +855+3.7% | Added |
| UniSuper Management Pty Ltd | 24,424 | $5.45M | 0.04% | +371+1.5% | Added |
| BNC Wealth Management, LLC | 24,540 | $5.47M | 2.02% | −461−1.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 24,666 | $5.50M | 1.25% | +1,056+4.5% | Added |
| ING Groep NV | 24,786 | $5.53M | 0.03% | −36,157−59.3% | Reduced |
| Investment Management Corp of Ontario | 25,017 | $5.58M | 0.12% | +5,400+27.5% | Added |
| Parcion Private Wealth LLC | 25,417 | $5.67M | 0.47% | +1,586+6.7% | Added |
| Bonness Enterprises Inc | 25,500 | $5.69M | 1.89% | 00.0% | Unchanged |