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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 55,386 | $12.4M | 0.48% | +1,272+2.4% | Added |
| Wealthfront Advisers LLC | 56,209 | $12.5M | 0.04% | +447+0.8% | Added |
| Running Oak Capital LLC | 56,584 | $12.6M | 1.71% | +900+1.6% | Added |
| King Luther Capital Management Corp | 57,746 | $12.9M | 0.06% | +214+0.4% | Added |
| Pacer Advisors, Inc. | 57,976 | $12.9M | 0.03% | +9,257+19.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,287 | $13.2M | 0.02% | −3,905−6.2% | Reduced |
| Annex Advisory Services, LLC | 59,386 | $13.2M | 0.42% | +1,814+3.2% | Added |
| Strategic Wealth Designers | 59,753 | $13.3M | 1.43% | +25,211+73.0% | Added |
| Candriam Luxembourg S.C.A. | 59,726 | $13.3M | 0.08% | −3,629−5.7% | Reduced |
| First American Bank | 59,741 | $13.3M | 0.96% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 59,949 | $13.4M | 0.35% | +1,043+1.8% | Added |
| Daiwa Securities Group Inc. | 60,287 | $13.4M | 0.06% | +6,471+12.0% | Added |
| Harbour Trust & Investment Management Co | 60,296 | $13.5M | 1.53% | −236−0.4% | Reduced |
| Mutual of America Capital Management LLC | 60,557 | $13.5M | 0.14% | −1,577−2.5% | Reduced |
| Cetera Investment Advisers | 60,623 | $13.5M | 0.03% | +5,606+10.2% | Added |
| L1 Capital International Pty Ltd | 60,741 | $13.5M | 4.33% | +6,629+12.3% | Added |
| Apollon Wealth Management, LLC | 62,270 | $13.9M | 0.39% | +2,003+3.3% | Added |
| HRT Financial LP | 62,291 | $13.9M | 0.07% | −68,405−52.3% | Reduced |
| Nissay Asset Management Corp | 62,424 | $13.9M | 0.09% | +1,895+3.1% | Added |
| Levin Capital Strategies, L.P. | 63,853 | $14.2M | 1.38% | −35−0.1% | Reduced |
| Washington Trust Bank | 64,016 | $14.3M | 1.37% | −905−1.4% | Reduced |
| State of Alaska, Department of Revenue | 64,960 | $14.5M | 0.15% | +2,555+4.1% | Added |
| Brown Advisory Inc | 65,462 | $14.6M | 0.02% | +1,173+1.8% | Added |
| JLB & Associates Inc | 66,236 | $14.8M | 1.90% | −1,380−2.0% | Reduced |
| West Coast Financial LLC | 66,874 | $14.9M | 1.64% | +763+1.2% | Added |
| Rockefeller Capital Management L.P. | 67,702 | $15.1M | 0.04% | −3,562−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 67,697 | $15.1M | 0.06% | +75+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 67,745 | $15.1M | 0.12% | +31,247+85.6% | Added |
| Fulton Breakefield Broenniman LLC | 67,874 | $15.1M | 1.06% | −661−1.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 68,153 | $15.2M | 0.03% | −17,277−20.2% | Reduced |
| Baker Avenue Asset Management, LP | 68,259 | $15.2M | 0.48% | +298+0.4% | Added |
| Achmea Investment Management B.V. | 68,475 | $15.3M | 0.25% | +32,186+88.7% | Added |
| Aptus Capital Advisors, LLC | 69,197 | $15.4M | 0.23% | +12,093+21.2% | Added |
| Oppenheimer Asset Management Inc. | 69,520 | $15.5M | 0.19% | +196+0.3% | Added |
| Quantbot Technologies LP | 69,881 | $15.6M | 0.61% | +69,881 | New |
| Yousif Capital Management, LLC | 70,222 | $15.7M | 0.17% | −878−1.2% | Reduced |
| Alaska Permanent Fund Corp | 70,443 | $15.7M | 0.23% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 70,788 | $15.8M | 0.25% | +2,204+3.2% | Added |
| RMB Capital Management, LLC | 70,844 | $15.8M | 0.36% | −889−1.2% | Reduced |
| New York Life Investment Management LLC | 72,636 | $16.2M | 0.16% | −2,162−2.9% | Reduced |
| Nixon Peabody Trust Co | 73,961 | $16.5M | 1.37% | +69+0.1% | Added |
| Gabelli Funds LLC | 74,300 | $16.6M | 0.12% | −3,100−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 75,946 | $16.9M | 0.26% | +74,970+7,681.4% | Added |
| Torray LLC | 77,877 | $17.4M | 2.43% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 77,890 | $17.4M | 0.49% | −2,025−2.5% | Reduced |
| Susquehanna International Group, LLP | 78,938 | $17.6M | 0.03% | −58,968−42.8% | Reduced |
| Davenport & Co LLC | 79,252 | $17.7M | 0.10% | −25,011−24.0% | Reduced |
| Segment Wealth Management, LLC | 79,269 | $17.7M | 1.22% | +350+0.4% | Added |
| Factory Mutual Insurance Co | 79,400 | $17.7M | 0.18% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 79,614 | $17.8M | 2.08% | −28,349−26.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 79,365 | $18.1M | 0.16% | +5,231+7.1% | Added |
| Alps Advisors Inc | 81,015 | $18.1M | 0.12% | +50,242+163.3% | Added |
| Banco Santander, S.A. | 81,369 | $18.2M | 0.21% | 00.0% | Unchanged |
| Utah Retirement Systems | 81,521 | $18.2M | 0.21% | +300+0.4% | Added |
| Osborne Partners Capital Management, LLC | 81,929 | $18.3M | 1.04% | −2,709−3.2% | Reduced |
| British Columbia Investment Management Corp | 82,346 | $18.4M | 0.11% | −11,829−12.6% | Reduced |
| Scotia Capital Inc. | 83,416 | $18.6M | 0.10% | +3,993+5.0% | Added |
| Railway Pension Investments Ltd | 83,700 | $18.7M | 0.22% | +83,700 | New |
| Atria Investments LLC | 83,853 | $18.7M | 0.23% | +9,547+12.8% | Added |
| Guggenheim Capital LLC | 84,231 | $18.8M | 0.13% | −35,802−29.8% | Reduced |
| Intech Investment Management LLC | 84,407 | $18.8M | 0.21% | −35,336−29.5% | Reduced |
| Private Capital Advisors, Inc. | 84,455 | $18.8M | 2.06% | −677−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 84,869 | $18.9M | 0.20% | +1,817+2.2% | Added |
| Baillie Gifford & Co | 85,600 | $19.1M | 0.01% | +85,600 | New |
| Public Sector Pension Investment Board | 85,793 | $19.1M | 0.10% | +2,268+2.7% | Added |
| Aquatic Capital Management LLC | 86,300 | $19.3M | 0.50% | +86,300 | New |
| Wesleyan Assurance Society | 86,426 | $19.3M | 1.53% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 86,706 | $19.3M | 0.16% | +7,556+9.5% | Added |
| Sanctuary Advisors, LLC | 85,424 | $19.5M | 0.12% | +3,553+4.3% | Added |
| PGGM Investments | 89,165 | $19.9M | 0.25% | −2,032−2.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 89,200 | $19.9M | 0.73% | −7,000−7.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 89,919 | $20.1M | 0.59% | +210+0.2% | Added |
| Vancity Investment Management Ltd | 90,588 | $20.2M | 2.42% | −58,910−39.4% | Reduced |
| Martingale Asset Management L P | 92,147 | $20.6M | 0.47% | −15,398−14.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 92,157 | $20.6M | 0.10% | −90,293−49.5% | Reduced |
| Tudor Investment Corp Et Al | 92,791 | $20.7M | 0.23% | +1,281+1.4% | Added |
| Xponance, Inc. | 93,035 | $20.8M | 0.20% | −11,173−10.7% | Reduced |
| ProShare Advisors LLC | 95,343 | $21.3M | 0.05% | −5,503−5.5% | Reduced |
| CIBC World Markets Corp | 95,391 | $21.3M | 0.15% | +1,011+1.1% | Added |
| IFM Investors Pty Ltd | 96,686 | $21.6M | 0.21% | −1,002−1.0% | Reduced |
| CIBC Asset Management Inc | 96,867 | $21.6M | 0.07% | +4,530+4.9% | Added |
| QRG Capital Management, Inc. | 97,297 | $21.7M | 0.23% | +782+0.8% | Added |
| Commonwealth Equity Services, LLC | 97,485 | $21.7M | 0.03% | +129+0.1% | Added |
| Man Group plc | 97,609 | $21.8M | 0.06% | +11,386+13.2% | Added |
| USS Investment Management Ltd | 97,761 | $21.8M | 0.16% | +210.0% | Added |
| Creative Planning | 98,579 | $22.0M | 0.02% | +5,857+6.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 99,089 | $22.1M | 0.56% | −14,887−13.1% | Reduced |
| Northwest & Ethical Investments L.P. | 99,886 | $22.3M | 0.59% | +21,156+26.9% | Added |
| Crestwood Advisors Group LLC | 100,160 | $22.3M | 0.43% | −1,683−1.7% | Reduced |
| Czech National Bank | 100,175 | $22.3M | 0.23% | +6,282+6.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 85,120 | $22.5M | 0.08% | −2,856−3.2% | Reduced |
| Washington Trust Co | 101,393 | $22.6M | 0.79% | −66−0.1% | Reduced |
| Varma Mutual Pension Insurance Co | 106,404 | $23.2M | 0.18% | −4,800−4.3% | Reduced |
| Amalgamated Bank | 105,318 | $23.5M | 0.19% | +4,912+4.9% | Added |
| Point72 Asset Management, L.P. | 105,372 | $23.5M | 0.08% | +105,372 | New |
| Retirement Systems of Alabama | 106,984 | $23.9M | 0.09% | −1,707−1.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,051 | $23.9M | 0.15% | −1,176−1.1% | Reduced |
| Van Eck Associates Corp | 107,814 | $24.1M | 0.03% | +8,976+9.1% | Added |
| Boston Family Office LLC | 108,615 | $24.2M | 1.64% | −331−0.3% | Reduced |
| Panagora Asset Management Inc | 110,114 | $24.6M | 0.12% | −1,407−1.3% | Reduced |