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 |
|---|---|---|---|---|---|
| Primecap Management Co | 2,868,741 | $640.0M | 0.47% | −2,975−0.1% | Reduced |
| Deutsche Bank AG | 2,960,257 | $660.4M | 0.27% | −497,699−14.4% | Reduced |
| Jensen Investment Management Inc | 3,050,831 | $680.6M | 5.69% | −175,427−5.4% | Reduced |
| Lazard Asset Management LLC | 3,057,825 | $682.2M | 0.91% | −56,901−1.8% | Reduced |
| Clearbridge Investments, LLC | 3,148,987 | $702.5M | 0.55% | −260,123−7.6% | Reduced |
| Bank of New York Mellon Corp | 3,214,909 | $717.2M | 0.13% | −93,595−2.8% | Reduced |
| Wells Fargo & Company | 3,239,321 | $722.7M | 0.18% | −67,728−2.0% | Reduced |
| Artisan Partners Limited Partnership | 3,480,934 | $776.6M | 1.16% | +30,662+0.9% | Added |
| Legal & General Group Plc | 3,520,772 | $785.4M | 0.21% | −92,657−2.6% | Reduced |
| Goldman Sachs Group Inc | 3,941,499 | $879.3M | 0.17% | +155,396+4.1% | Added |
| JPMorgan Chase & Co | 3,999,771 | $892.3M | 0.07% | +184,239+4.8% | Added |
| UBS Group AG | 4,101,709 | $915.1M | 0.26% | +169,997+4.3% | Added |
| Nuveen Asset Management, LLC | 4,273,014 | $953.3M | 0.27% | −345,167−7.5% | Reduced |
| Parnassus Investments | 4,274,880 | $953.7M | 2.02% | +85,754+2.0% | Added |
| UBS Asset Management Americas Inc | 4,608,886 | $1.03B | 0.26% | −76,083−1.6% | Reduced |
| Northern Trust Corp | 5,207,627 | $1.16B | 0.19% | −243,989−4.5% | Reduced |
| Norges Bank | 5,787,136 | $1.29B | 0.18% | −295,267−4.9% | Reduced |
| Morgan Stanley | 6,512,389 | $1.45B | 0.11% | +184,060+2.9% | Added |
| Mawer Investment Management Ltd. | 6,918,358 | $1.54B | 7.03% | −51,790−0.7% | Reduced |
| Bank of America Corp | 7,346,796 | $1.64B | 0.14% | −273,633−3.6% | Reduced |
| Ameriprise Financial Inc | 8,381,878 | $1.87B | 0.48% | +445,661+5.6% | Added |
| Wellington Management Group LLP | 8,556,459 | $1.91B | 0.33% | −537,803−5.9% | Reduced |
| Price T Rowe Associates Inc | 10,054,270 | $2.24B | 0.26% | −528,201−5.0% | Reduced |
| Massachusetts Financial Services Co | 10,824,587 | $2.41B | 0.72% | −244,572−2.2% | Reduced |
| Geode Capital Management, LLC | 11,905,431 | $2.65B | 0.21% | +251,361+2.2% | Added |
| Capital World Investors | 17,583,307 | $3.92B | 0.61% | −88,940−0.5% | Reduced |
| Capital International Investors | 18,328,356 | $4.09B | 0.78% | +20,244+0.1% | Added |
| State Street Corp | 20,914,202 | $4.67B | 0.19% | +10,978+0.1% | Added |
| FMR LLC | 21,445,110 | $4.78B | 0.29% | +518,185+2.5% | Added |
| BlackRock, Inc. | 41,609,881 | $9.28B | 0.20% | +41,609,881 | New |
| Vanguard Group Inc | 44,382,897 | $9.90B | 0.18% | +344,450+0.8% | Added |
| Woodline Partners LP | 0 | $0 | 0.00% | −585,204−100.0% | Sold out |
| Intermede Investment Partners Ltd | 0 | $0 | 0.00% | −468,068−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −140,766−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −112,338−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −99,100−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −91,094−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −42,555−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,371−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −27,044−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −16,056−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,594−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,875−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −8,728−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,680−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,499−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| Heritage Oak Wealth Advisors LLC | 0 | $0 | 0.00% | −2,677−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| Apriem Advisors | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −67,171−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −1,127−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Pingora Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |