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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 93 | $20.7K | 0.01% | +93 | New |
| WealthCollab, LLC | 95 | $21.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 95 | $21.2K | 0.00% | +65+216.7% | Added |
| Colonial Trust Advisors | 100 | $22.3K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 102 | $22.7K | 0.09% | +102 | New |
| Abound Wealth Management | 104 | $23.1K | 0.01% | −1−1.0% | Reduced |
| Stephenson National Bank & Trust | 105 | $23.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 105 | $23.4K | 0.01% | +20+23.5% | Added |
| LRI Investments, LLC | 106 | $23.5K | 0.00% | +28+35.9% | Added |
| Jaffetilchin Investment Partners, LLC | 106 | $23.6K | 0.00% | +106 | New |
| Key Financial Inc | 106 | $23.6K | 0.01% | +3+2.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 106 | $23.6K | 0.00% | +5+5.0% | Added |
| REAP Financial Group, LLC | 110 | $24.5K | 0.01% | −1−0.9% | Reduced |
| Private Wealth Management Group, LLC | 113 | $25.2K | 0.01% | −2−1.7% | Reduced |
| Sunbelt Securities, Inc. | 118 | $26.3K | 0.00% | −14−10.6% | Reduced |
| Indiana Trust & Investment Management CO | 123 | $27.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $27.7K | 0.00% | +9+7.8% | Added |
| Piscataqua Savings Bank | 129 | $28.8K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 129 | $28.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 130 | $29.0K | 0.01% | +60+85.7% | Added |
| Cornerstone Planning Group LLC | 135 | $29.9K | 0.01% | −24−15.1% | Reduced |
| Solstein Capital, LLC | 135 | $30.1K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 136 | $30.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 139 | $31.0K | 0.00% | +139 | New |
| Clear Investment Research, LLC | 139 | $31.2K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 146 | $32.6K | 0.01% | +11+8.1% | Added |
| Meeder Asset Management Inc | 147 | $32.8K | 0.00% | +17+13.1% | Added |
| ZRC Wealth Management, LLC | 147 | $32.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 151 | $33.7K | 0.01% | +111+277.5% | Added |
| Kepos Capital LP | 151 | $34.0K | 0.01% | −16−9.6% | Reduced |
| Capital Analysts, LLC | 151 | $34.0K | 0.00% | −9−5.6% | Reduced |
| Tradewinds Capital Management, LLC | 157 | $35.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 158 | $35.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $36.0K | 0.01% | −161−49.7% | Reduced |
| Crewe Advisors LLC | 164 | $36.6K | 0.00% | +4+2.5% | Added |
| Canton Hathaway, LLC | 164 | $37.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 168 | $37.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 178 | $39.8K | 0.03% | −27−13.2% | Reduced |
| Covestor Ltd | 179 | $40.0K | 0.03% | +7+4.1% | Added |
| Capital Performance Advisors LLP | 183 | $40.8K | 0.01% | +183 | New |
| Intelligent Financial Strategies | 189 | $42.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 193 | $43.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 197 | $43.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 197 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 201 | $44.8K | 0.01% | −17−7.8% | Reduced |
| Sachetta, LLC | 201 | $44.8K | 0.02% | −9−4.3% | Reduced |
| Rogco, LP | 202 | $45.1K | 0.02% | +6+3.1% | Added |
| First United Bank Trust | 205 | $45.7K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 206 | $46.0K | 0.00% | +206 | New |
| JFS Wealth Advisors, LLC | 211 | $47.1K | 0.00% | +4+1.9% | Added |
| Nemes Rush Group LLC | 231 | $47.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 214 | $47.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 218 | $48.6K | 0.00% | +218 | New |
| GW&K Investment Management, LLC | 221 | $49.0K | 0.00% | +28+14.5% | Added |
| South State Corp. | 221 | $49.3K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 240 | $53.5K | 0.02% | +45+23.1% | Added |
| Loomis Sayles & Co L P | 241 | $54.0K | 0.00% | +3+1.3% | Added |
| Rise Advisors, LLC | 252 | $56.2K | 0.03% | +1+0.4% | Added |
| Financial Management Professionals, Inc. | 254 | $57.0K | 0.01% | +1+0.4% | Added |
| Hobbs Group Advisors, LLC | 256 | $57.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 275 | $58.0K | 0.04% | +5+1.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 264 | $58.9K | 0.03% | −36−12.0% | Reduced |
| Virtus Investment Advisers, Inc. | 266 | $59.3K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 270 | $60.2K | 0.00% | −1,396−83.8% | Reduced |
| DSM Capital Partners LLC | 274 | $61.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 281 | $62.7K | 0.02% | +41+17.1% | Added |
| Glen Eagle Advisors, LLC | 284 | $63.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 285 | $63.6K | 0.03% | +45+18.8% | Added |
| Perkins Coie Trust Co | 286 | $63.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 286 | $63.8K | 0.03% | −3−1.0% | Reduced |
| Trifecta Capital Advisors, LLC | 289 | $64.5K | 0.01% | −61−17.4% | Reduced |
| Dunhill Financial, LLC | 290 | $64.7K | 0.03% | +2+0.7% | Added |
| Addison Advisors LLC | 290 | $64.7K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 298 | $66.5K | 0.04% | 00.0% | Unchanged |
| Chelsea Counsel Co | 300 | $66.9K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 302 | $67.4K | 0.00% | +4+1.3% | Added |
| HighMark Wealth Management LLC | 308 | $68.6K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 327 | $73.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 223 | $73.0K | 0.08% | +13+6.2% | Added |
| Webster Bank, N. A. | 328 | $73.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 328 | $73.3K | 0.01% | −32−8.9% | Reduced |
| Dougherty Wealth Advisers LLC | 334 | $74.5K | 0.06% | −21−5.9% | Reduced |
| Morse Asset Management, Inc | 334 | $74.5K | 0.02% | +334 | New |
| SYSTM Wealth Solutions LLC | 343 | $76.5K | 2.32% | −33,242−99.0% | Reduced |
| Beach Investment Counsel Inc | 350 | $78.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $79.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 360 | $80.3K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 17,808 | $81.5K | 0.03% | +88+0.5% | Added |
| Stuart Chaussee & Associates, Inc. | 374 | $83.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 375 | $83.7K | 0.04% | +375 | New |
| Heritage Wealth Advisors | 388 | $86.5K | 0.00% | +47+13.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 397 | $88.6K | 0.02% | −356−47.3% | Reduced |
| Beacon Capital Management, LLC | 398 | $88.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 399 | $89.0K | 0.00% | +4+1.0% | Added |
| Johnson Financial Group, Inc. | 403 | $89.9K | 0.00% | +105+35.2% | Added |
| DHJJ Financial Advisors, Ltd. | 410 | $91.5K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 413 | $92.1K | 0.15% | 00.0% | Unchanged |
| Golden State Equity Partners | 420 | $93.7K | 0.01% | −581−58.0% | Reduced |
| Tortoise Investment Management, LLC | 427 | $95.3K | 0.01% | +42+10.9% | Added |
| Parallax Volatility Advisers, L.P. | 427 | $95.3K | 0.00% | +427 | New |