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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 25,555 | $5.70M | 0.14% | +20.0% | Added |
| Harrington Investments, INC | 25,564 | $5.70M | 3.11% | −300−1.2% | Reduced |
| Capital Planning Advisors, LLC | 25,846 | $5.77M | 0.87% | +431+1.7% | Added |
| Commerce Bank | 25,881 | $5.77M | 0.04% | −62−0.2% | Reduced |
| Cornerstone Advisors, LLC | 26,300 | $5.87M | 0.23% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 26,599 | $5.93M | 0.21% | −59−0.2% | Reduced |
| Vontobel Holding Ltd. | 26,684 | $5.95M | 0.02% | −615−2.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | +89+0.3% | Added |
| FORA Capital, LLC | 26,934 | $6.01M | 0.71% | −8,489−24.0% | Reduced |
| Kinsale Capital Group, Inc. | 27,004 | $6.02M | 1.78% | +3,880+16.8% | Added |
| Point72 (DIFC) Ltd | 27,158 | $6.06M | 0.47% | +24,584+955.1% | Added |
| Avantax Advisory Services, Inc. | 27,176 | $6.06M | 0.04% | −11,553−29.8% | Reduced |
| Bellwether Advisors, LLC | 27,180 | $6.06M | 1.16% | +27,180 | New |
| Securian Asset Management, Inc | 27,198 | $6.07M | 0.18% | −1,133−4.0% | Reduced |
| Stonegate Investment Group, LLC | 27,544 | $6.14M | 0.16% | −2,823−9.3% | Reduced |
| Louisiana State Employees Retirement System | 27,700 | $6.18M | 0.11% | −200−0.7% | Reduced |
| Snowden Capital Advisors LLC | 27,856 | $6.21M | 0.19% | −41−0.1% | Reduced |
| Rakuten Investment Management, Inc. | 27,897 | $6.25M | 0.04% | +6,933+33.1% | Added |
| Magnetar Financial LLC | 28,155 | $6.28M | 0.14% | +28,155 | New |
| Legacy Advisors, LLC | 28,433 | $6.34M | 0.69% | +640+2.3% | Added |
| Maryland State Retirement & Pension System | 28,435 | $6.34M | 0.13% | −9,996−26.0% | Reduced |
| Bessemer Group Inc | 28,774 | $6.42M | 0.01% | +117+0.4% | Added |
| Bell Asset Management Ltd | 28,870 | $6.44M | 1.18% | −17,572−37.8% | Reduced |
| Oak Ridge Investments LLC | 28,948 | $6.46M | 0.56% | +2,033+7.6% | Added |
| Exencial Wealth Advisors, LLC | 29,390 | $6.56M | 0.24% | −1,404−4.6% | Reduced |
| CX Institutional | 29,399 | $6.56M | 0.29% | +4,607+18.6% | Added |
| NBT Bank N A | 29,432 | $6.57M | 0.44% | −1,619−5.2% | Reduced |
| Synovus Financial Corp | 29,970 | $6.69M | 0.08% | +873+3.0% | Added |
| Bleakley Financial Group, LLC | 30,182 | $6.73M | 0.21% | +199+0.7% | Added |
| Engineers Gate Manager LP | 30,488 | $6.80M | 0.13% | +30,488 | New |
| Tower View Investment Management & Research LLC | 30,825 | $6.88M | 3.76% | +135+0.4% | Added |
| Seven Eight Capital, LP | 31,053 | $6.93M | 0.62% | +11,897+62.1% | Added |
| Hartford Investment Management Co | 31,201 | $6.96M | 0.23% | −479−1.5% | Reduced |
| Quantinno Capital Management LP | 31,460 | $7.02M | 0.09% | +10,298+48.7% | Added |
| Siemens Fonds Invest GmbH | 31,470 | $7.02M | 0.56% | −126−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,520 | $7.03M | 0.52% | +21,534+215.6% | Added |
| GWM Advisors LLC | 31,588 | $7.05M | 0.05% | +96+0.3% | Added |
| Mizuho Securities USA LLC | 31,888 | $7.11M | 0.15% | −6,100−16.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 31,991 | $7.14M | 0.26% | +254+0.8% | Added |
| Churchill Management Corp | 32,117 | $7.16M | 0.08% | −506−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 32,732 | $7.30M | 0.01% | +2,249+7.4% | Added |
| Illinois Municipal Retirement Fund | 32,733 | $7.30M | 0.10% | −14,042−30.0% | Reduced |
| Ieq Capital, LLC | 32,764 | $7.31M | 0.09% | +2,429+8.0% | Added |
| Ipswich Investment Management Co., Inc. | 33,755 | $7.53M | 1.74% | +22+0.1% | Added |
| Point72 Hong Kong Ltd | 34,137 | $7.62M | 0.55% | +29,987+722.6% | Added |
| Kentucky Retirement Systems | 34,258 | $7.64M | 0.23% | −2,872−7.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 34,421 | $7.68M | 1.25% | +16,816+95.5% | Added |
| Advisors Asset Management, Inc. | 35,006 | $7.81M | 0.14% | −13,701−28.1% | Reduced |
| Auxier Asset Management | 35,518 | $7.92M | 1.17% | −87−0.2% | Reduced |
| Bennett Selby Investments LP | 36,489 | $8.14M | 3.42% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37,235 | $8.31M | 0.08% | +3,373+10.0% | Added |
| Stokes Capital Advisors, LLC | 37,267 | $8.31M | 2.13% | −109−0.3% | Reduced |
| Executive Wealth Management, LLC | 37,372 | $8.34M | 0.65% | +37,372 | New |
| MinichMacGregor Wealth Management, LLC | 37,675 | $8.40M | 1.80% | +970+2.6% | Added |
| Marks Group Wealth Management, Inc | 38,153 | $8.51M | 0.81% | +136+0.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.60M | 1.11% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 39,104 | $8.72M | 0.22% | −1,777−4.3% | Reduced |
| Calamos Wealth Management LLC | 39,281 | $8.76M | 0.45% | +194+0.5% | Added |
| Builder Investment Group Inc | 39,406 | $8.79M | 2.36% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 39,688 | $8.85M | 1.89% | +566+1.4% | Added |
| Bancreek Capital Management, LP | 39,732 | $8.86M | 5.59% | +3,756+10.4% | Added |
| Teza Capital Management LLC | 40,157 | $8.96M | 0.98% | +30,923+334.9% | Added |
| Blair William & Co | 40,789 | $9.10M | 0.03% | +159+0.4% | Added |
| Lido Advisors, LLC | 40,834 | $9.11M | 0.07% | +557+1.4% | Added |
| Vestcor Inc | 41,329 | $9.22M | 0.29% | 00.0% | Unchanged |
| Twinbeech Capital LP | 41,442 | $9.25M | 0.18% | +41,442 | New |
| Huntington National Bank | 41,968 | $9.36M | 0.07% | −446−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 42,045 | $9.38M | 0.18% | −280−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 42,626 | $9.51M | 0.17% | +10,766+33.8% | Added |
| Cresset Asset Management, LLC | 43,287 | $9.66M | 0.04% | −274−0.6% | Reduced |
| Trexquant Investment LP | 43,327 | $9.67M | 0.12% | +35,052+423.6% | Added |
| Longbow Finance SA | 43,466 | $9.70M | 1.03% | +7,022+19.3% | Added |
| Bridges Investment Management Inc | 44,339 | $9.89M | 0.14% | +44,339 | New |
| Sawgrass Asset Management LLC | 44,449 | $9.92M | 1.03% | −1,885−4.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 44,496 | $9.93M | 0.16% | +11,117+33.3% | Added |
| SpiderRock Advisors, LLC | 45,553 | $10.2M | 0.22% | −1,635−3.5% | Reduced |
| DuPont Capital Management Corp | 45,873 | $10.2M | 0.85% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 46,114 | $10.3M | 0.03% | +805+1.8% | Added |
| M&T Bank Corp | 46,495 | $10.4M | 0.03% | −2,550−5.2% | Reduced |
| MML Investors Services, LLC | 46,735 | $10.4M | 0.04% | +1,274+2.8% | Added |
| Elo Mutual Pension Insurance Co | 46,906 | $10.5M | 0.22% | +5,417+13.1% | Added |
| Segall Bryant & Hamill, LLC | 47,142 | $10.5M | 0.14% | −620−1.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 47,453 | $10.6M | 2.64% | −6,255−11.6% | Reduced |
| Jane Street Group, LLC | 48,169 | $10.7M | 0.02% | −126,345−72.4% | Reduced |
| Phoenix Holdings Ltd. | 48,210 | $10.8M | 0.16% | +8,619+21.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,643 | $10.9M | 0.02% | −13,329−21.5% | Reduced |
| CIBC Private Wealth Group, LLC | 48,671 | $10.9M | 0.02% | −5,172−9.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,487 | $10.9M | 0.05% | +13,386+38.1% | Added |
| Mercer Global Advisors Inc | 49,269 | $11.0M | 0.03% | +1,540+3.2% | Added |
| Advisor Group Holdings, Inc. | 49,648 | $11.1M | 0.02% | −4,384−8.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 50,332 | $11.2M | 1.24% | +3,276+7.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 50,701 | $11.3M | 0.20% | +2,104+4.3% | Added |
| Capital International Sarl | 50,880 | $11.4M | 0.29% | −46−0.1% | Reduced |
| Ethic Inc. | 55,567 | $11.4M | 0.29% | −9,176−14.2% | Reduced |
| Swiss Life Asset Management Ltd | 51,873 | $11.6M | 0.13% | −4,671−8.3% | Reduced |
| Ci Investments Inc. | 52,200 | $11.6M | 0.04% | +16,052+44.4% | Added |
| Brinker Capital Investments, LLC | 53,253 | $11.9M | 0.12% | −2,693−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 53,253 | $11.9M | 0.12% | −2,693−4.8% | Reduced |
| Prudential PLC | 53,999 | $12.0M | 0.06% | −14,580−21.3% | Reduced |
| JustInvest LLC | 54,948 | $12.3M | 0.20% | +6,448+13.3% | Added |