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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 341,786 | $76.3M | 0.08% | −33,477−8.9% | Reduced |
| Thrivent Financial for Lutherans | 342,190 | $76.3M | 0.15% | +173,039+102.3% | Added |
| Capital International Inc | 342,527 | $76.4M | 0.96% | +2,719+0.8% | Added |
| Erste Asset Management GmbH | 341,984 | $76.4M | 0.92% | +13,573+4.1% | Added |
| Nomura Asset Management Co Ltd | 345,027 | $77.0M | 0.24% | +15,351+4.7% | Added |
| SEI Investments Co | 348,417 | $77.7M | 0.10% | +17,483+5.3% | Added |
| SG Americas Securities, LLC | 355,673 | $79.3M | 0.30% | +261,762+278.7% | Added |
| Allianz Asset Management GmbH | 360,239 | $80.4M | 0.12% | −191,224−34.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 366,505 | $81.8M | 0.19% | −7,752−2.1% | Reduced |
| Sterling Capital Management LLC | 372,586 | $83.1M | 1.07% | +372,586 | New |
| AQR Capital Management LLC | 373,320 | $83.3M | 0.11% | +37,592+11.2% | Added |
| New York State Teachers Retirement System | 375,738 | $83.8M | 0.17% | −15,563−4.0% | Reduced |
| Crawford Investment Counsel Inc | 377,625 | $84.2M | 1.44% | −934−0.2% | Reduced |
| Truist Financial Corp | 380,979 | $85.0M | 0.13% | −380,995−50.0% | Reduced |
| Canada Pension Plan Investment Board | 407,355 | $90.9M | 0.09% | +69,375+20.5% | Added |
| CI Private Wealth, LLC | 421,728 | $94.1M | 0.15% | +94,453+28.9% | Added |
| D. E. Shaw & Co., Inc. | 426,166 | $95.1M | 0.12% | +262,526+160.4% | Added |
| Birch Hill Investment Advisors LLC | 431,431 | $96.2M | 4.52% | −2,612−0.6% | Reduced |
| Bristol Gate Capital Partners Inc. | 440,749 | $98.3M | 4.50% | −1,916−0.4% | Reduced |
| Mariner, LLC | 442,421 | $98.7M | 0.18% | −90.0% | Reduced |
| Coho Partners, Ltd. | 456,791 | $101.9M | 3.72% | −62,278−12.0% | Reduced |
| Johnson Investment Counsel Inc | 460,455 | $102.7M | 1.01% | −11,299−2.4% | Reduced |
| CCLA Investment Management Ltd | 496,327 | $104.6M | 1.61% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 483,980 | $108.0M | 0.21% | −11,820−2.4% | Reduced |
| Russell Investments Group, Ltd. | 485,008 | $108.3M | 0.16% | +19,133+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 486,541 | $108.5M | 0.32% | −2,125−0.4% | Reduced |
| M&G Plc | 492,103 | $109.7M | 0.56% | −46,443−8.6% | Reduced |
| Pictet Asset Management Holding SA | 496,908 | $110.9M | 0.12% | +16,491+3.4% | Added |
| Citigroup Inc | 508,245 | $113.4M | 0.10% | +23,445+4.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 510,202 | $113.8M | 0.12% | −248,943−32.8% | Reduced |
| Bradley Foster & Sargent Inc | 515,117 | $114.9M | 1.92% | +7,957+1.6% | Added |
| Jennison Associates LLC | 522,377 | $116.5M | 0.07% | −402,113−43.5% | Reduced |
| Los Angeles Capital Management LLC | 529,239 | $118.1M | 0.48% | +363,569+219.5% | Added |
| Lord, Abbett & Co. LLC | 553,640 | $123.5M | 0.39% | +27,439+5.2% | Added |
| Mackenzie Financial Corp | 565,749 | $126.2M | 0.18% | +143,894+34.1% | Added |
| Rathbone Brothers plc | 585,167 | $130.5M | 0.66% | +148,964+34.2% | Added |
| The PNC Financial Services Group, Inc. | 587,472 | $131.1M | 0.08% | +21,181+3.7% | Added |
| Great West Life Assurance Co | 589,028 | $131.6M | 0.23% | +14,522+2.5% | Added |
| Epoch Investment Partners, Inc. | 591,247 | $131.9M | 0.59% | +6,802+1.2% | Added |
| Credit Agricole S A | 591,614 | $132.0M | 0.69% | +91,035+18.2% | Added |
| National Bank of Canada | 630,653 | $140.7M | 0.19% | +354,187+128.1% | Added |
| Assetmark, Inc | 653,781 | $145.9M | 0.42% | +15,256+2.4% | Added |
| Standard Life Aberdeen plc | 665,006 | $148.4M | 0.27% | +19,985+3.1% | Added |
| Close Asset Management Ltd | 666,809 | $148.8M | 4.57% | +38,645+6.2% | Added |
| New York State Common Retirement Fund | 678,182 | $151.3M | 0.20% | −79,079−10.4% | Reduced |
| Prudential Financial Inc | 703,937 | $157.0M | 0.22% | +132,990+23.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 722,500 | $161.2M | 1.45% | +16,000+2.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 729,717 | $162.8M | 0.17% | +51,840+7.6% | Added |
| Natixis Advisors, L.P. | 759,300 | $169.4M | 0.33% | +44,938+6.3% | Added |
| Capital Group Private Client Services, Inc. | 785,288 | $175.2M | 1.67% | −19,649−2.4% | Reduced |
| Principal Financial Group Inc | 839,757 | $187.3M | 0.10% | +24,624+3.0% | Added |
| California State Teachers Retirement System | 849,061 | $189.4M | 0.22% | +10,942+1.3% | Added |
| TD Asset Management Inc | 871,927 | $195.3M | 0.17% | +91,874+11.8% | Added |
| Ninety One UK Ltd | 878,514 | $196.0M | 0.52% | −22,233−2.5% | Reduced |
| Findlay Park Partners LLP | 888,967 | $198.3M | 1.87% | −266,300−23.1% | Reduced |
| Manufacturers Life Insurance Company, The | 899,716 | $200.7M | 0.18% | +504,897+127.9% | Added |
| Adage Capital Partners GP, L.L.C. | 908,561 | $202.7M | 0.36% | +590,900+186.0% | Added |
| Schroder Investment Management Group | 905,534 | $202.8M | 0.21% | +249,549+38.0% | Added |
| Raymond James & Associates | 933,159 | $208.2M | 0.13% | +7,748+0.8% | Added |
| National Pension Service | 945,862 | $211.0M | 0.20% | +99,004+11.7% | Added |
| Nordea Investment Management AB | 966,685 | $216.1M | 0.25% | +75,795+8.5% | Added |
| Rhumbline Advisers | 973,331 | $217.1M | 0.20% | −46,723−4.6% | Reduced |
| Voloridge Investment Management, LLC | 984,764 | $219.7M | 0.80% | +80,078+8.9% | Added |
| BNP Paribas Arbitrage, SA | 993,881 | $221.7M | 0.22% | +449,070+82.4% | Added |
| Polar Capital Holdings Plc | 996,375 | $222.3M | 1.31% | −7,636−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,019,104 | $227.4M | 0.45% | −118,261−10.4% | Reduced |
| Aviva PLC | 1,061,916 | $236.9M | 0.61% | +9,280+0.9% | Added |
| Storebrand Asset Management AS | 1,101,601 | $245.8M | 0.77% | −64,643−5.5% | Reduced |
| Waverton Investment Management Ltd | 1,104,799 | $246.5M | 4.05% | +50,167+4.8% | Added |
| First Trust Advisors LP | 1,111,581 | $248.0M | 0.24% | −13,985−1.2% | Reduced |
| American Century Companies Inc | 1,156,765 | $258.1M | 0.15% | −121,895−9.5% | Reduced |
| Envestnet Asset Management Inc | 1,178,536 | $262.9M | 0.08% | +2,896+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,180,567 | $263.4M | 0.18% | +18,202+1.6% | Added |
| DekaBank Deutsche Girozentrale | 1,193,291 | $266.3M | 0.49% | −2,988−0.2% | Reduced |
| FIL Ltd | 1,216,068 | $271.3M | 0.25% | +51,641+4.4% | Added |
| Montrusco Bolton Investments Inc. | 1,331,257 | $292.0M | 3.08% | −287,204−17.7% | Reduced |
| Bank of Montreal | 1,308,827 | $293.1M | 0.14% | +95,921+7.9% | Added |
| HSBC Holdings PLC | 1,331,339 | $296.9M | 0.19% | +11,974+0.9% | Added |
| Qube Research & Technologies Ltd | 1,342,566 | $299.5M | 0.55% | +613,271+84.1% | Added |
| Alliancebernstein L.P. | 1,350,788 | $301.3M | 0.10% | −16,505−1.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,436,005 | $320.4M | 5.70% | −24,620−1.7% | Reduced |
| Swiss National Bank | 1,464,900 | $326.8M | 0.21% | +9,200+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 1,650,436 | $368.2M | 0.73% | +19,520+1.2% | Added |
| Acadian Asset Management LLC | 1,669,488 | $372.4M | 1.16% | +509,952+44.0% | Added |
| Impax Asset Management Group plc | 1,812,150 | $403.2M | 1.59% | +95,540+5.6% | Added |
| Bahl & Gaynor Inc | 1,928,915 | $430.3M | 2.22% | +86,639+4.7% | Added |
| Dimensional Fund Advisors LP | 1,957,134 | $436.6M | 0.11% | −21,741−1.1% | Reduced |
| Ako Capital LLP | 1,973,234 | $440.2M | 5.74% | +486,253+32.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,071,251 | $462.1M | 0.28% | −1,990,034−49.0% | Reduced |
| Janus Henderson Group PLC | 2,171,137 | $484.4M | 0.25% | −18,600−0.8% | Reduced |
| Royal Bank of Canada | 2,185,616 | $487.6M | 0.11% | +162,342+8.0% | Added |
| Barclays PLC | 2,237,668 | $499.2M | 0.22% | −10,242−0.5% | Reduced |
| California Public Employees Retirement System | 2,249,371 | $501.8M | 0.35% | −121,568−5.1% | Reduced |
| Amundi | 2,249,169 | $503.7M | 0.19% | −559,803−19.9% | Reduced |
| Capital Research Global Investors | 2,406,291 | $536.8M | 0.11% | −268,315−10.0% | Reduced |
| Alphinity Investment Management Pty Ltd | 2,514,064 | $560.9M | 3.31% | +38,949+1.6% | Added |
| Invesco Ltd. | 2,569,224 | $573.2M | 0.11% | +122,639+5.0% | Added |
| Nippon Life Insurance Co | 2,622,700 | $585.1M | 23.85% | 00.0% | Unchanged |
| Longview Partners (Guernsey) LTD | 2,668,863 | $595.4M | 4.08% | +14,206+0.5% | Added |
| Charles Schwab Investment Management Inc | 2,703,862 | $603.2M | 0.12% | +30,367+1.1% | Added |