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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 437 | $97.5K | 0.00% | +55+14.4% | Added |
| Kozak & Associates, Inc. | 434 | $98.9K | 0.02% | +17+4.1% | Added |
| MV Capital Management, Inc. | 448 | $99.9K | 0.01% | +35+8.5% | Added |
| Pittenger & Anderson Inc | 449 | $100.2K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $100.4K | 0.07% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 450 | $100.4K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 453 | $101.1K | 0.06% | +453 | New |
| Harbor Investment Advisory, LLC | 455 | $101.5K | 0.01% | −2−0.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 456 | $101.7K | 0.04% | +2+0.4% | Added |
| New England Capital Financial Advisors LLC | 456 | $101.8K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 467 | $104.2K | 0.01% | −21−4.3% | Reduced |
| Eagle Bay Advisors LLC | 470 | $104.9K | 0.04% | +4+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $107.1K | 0.04% | +100+26.3% | Added |
| Northwest Financial Advisors | 496 | $110.8K | 0.09% | +496 | New |
| Quarry LP | 498 | $111.1K | 0.03% | +344+223.4% | Added |
| Tompkins Financial Corp | 502 | $112.0K | 0.01% | −116−18.8% | Reduced |
| NBC Securities, Inc. | 513 | $114.0K | 0.01% | −39−7.1% | Reduced |
| Union Savings Bank | 512 | $114.2K | 0.06% | +11+2.2% | Added |
| Reuter James Wealth Management, LLC | 517 | $115.3K | 0.02% | −491−48.7% | Reduced |
| Anchor Investment Management, LLC | 517 | $115.3K | 0.01% | +429+487.5% | Added |
| First Horizon Advisors, Inc. | 522 | $116.5K | 0.00% | −45−7.9% | Reduced |
| Versant Capital Management, Inc | 541 | $120.7K | 0.03% | +61+12.7% | Added |
| Washington Trust Advisors, Inc. | 550 | $122.7K | 0.01% | −93−14.5% | Reduced |
| Armstrong Advisory Group, Inc | 559 | $124.7K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 563 | $125.6K | 0.02% | +563 | New |
| Bogart Wealth, LLC | 581 | $129.6K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 604 | $134.7K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 644 | $143.7K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 672 | $150.0K | 0.06% | −24−3.4% | Reduced |
| Wintrust Investments LLC | 675 | $150.0K | 0.11% | −5,947−89.8% | Reduced |
| Hemington Wealth Management | 720 | $157.0K | 0.04% | +720 | New |
| Bruce G. Allen Investments, LLC | 710 | $158.4K | 0.12% | −36−4.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 749 | $167.1K | 0.04% | +749 | New |
| St Germain D J Co Inc | 777 | $173.3K | 0.01% | −25−3.1% | Reduced |
| Chilton Capital Management LLC | 833 | $185.8K | 0.01% | +33+4.1% | Added |
| Independence Bank of Kentucky | 862 | $192.3K | 0.04% | +21+2.5% | Added |
| Tobam | 879 | $196.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 887 | $197.9K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 897 | $200.1K | 0.07% | +11+1.2% | Added |
| Nicholas Hoffman & Company, LLC. | 898 | $200.4K | 0.01% | +898 | New |
| 49 Wealth Management, LLC | 902 | $201.2K | 0.03% | +902 | New |
| Mills Wealth Advisors LLC | 905 | $201.9K | 0.14% | +905 | New |
| Cottonwood Capital Advisors, LLC | 907 | $202.3K | 0.15% | +907 | New |
| Spears Abacus Advisors LLC | 913 | $203.7K | 0.00% | +913 | New |
| Oxinas Partners Wealth Management LLC | 915 | $204.1K | 0.13% | +915 | New |
| Unique Wealth, LLC | 917 | $204.6K | 0.05% | +917 | New |
| Cable Hill Partners, LLC | 918 | $204.8K | 0.02% | +918 | New |
| Stablepoint Partners, LLC | 920 | $205.2K | 0.04% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 921 | $205.5K | 0.02% | +921 | New |
| Baldwin Brothers Inc | 922 | $205.7K | 0.01% | +47+5.4% | Added |
| Arvest Bank Trust Division | 923 | $205.9K | 0.01% | +923 | New |
| Burke & Herbert Bank & Trust Co | 928 | $207.0K | 0.05% | −65−6.5% | Reduced |
| Howard Bailey Securities, LLC | 929 | $207.3K | 0.08% | +929 | New |
| Meadow Creek Wealth Advisors LLC | 936 | $208.8K | 0.17% | +936 | New |
| Meridian Wealth Management, LLC | 938 | $209.3K | 0.01% | +938 | New |
| Heritage Investment Group, Inc. | 941 | $209.9K | 0.04% | +941 | New |
| Sax Wealth Advisors, LLC | 944 | $210.6K | 0.02% | +944 | New |
| Riverwater Partners LLC | 947 | $211.3K | 0.10% | −25−2.6% | Reduced |
| Fiduciary Planning LLC | 949 | $211.7K | 0.07% | +949 | New |
| Sabal Trust CO | 949 | $211.7K | 0.01% | +949 | New |
| Mesirow Financial Investment Management, Inc. | 950 | $212.0K | 0.00% | +950 | New |
| Bristlecone Advisors, LLC | 951 | $212.2K | 0.02% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 953 | $212.7K | 0.04% | +953 | New |
| Portfolio Design Labs, LLC | 955 | $213.1K | 0.06% | −942−49.7% | Reduced |
| CVA Family Office, LLC | 961 | $214.4K | 0.03% | +23+2.5% | Added |
| McLean Asset Management Corp | 969 | $215.3K | 0.06% | −3−0.3% | Reduced |
| MONECO Advisors, LLC | 967 | $215.7K | 0.03% | +5+0.5% | Added |
| Catalytic Wealth RIA, LLC | 968 | $216.0K | 0.04% | −70−6.7% | Reduced |
| Virtue Capital Management, LLC | 971 | $216.6K | 0.04% | −36−3.6% | Reduced |
| Jacobi Capital Management LLC | 975 | $217.5K | 0.02% | +975 | New |
| Hibernia Wealth Partners, LLC | 977 | $217.7K | 0.08% | −30−3.0% | Reduced |
| Appleton Partners Inc | 975 | $218.0K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 980 | $218.6K | 0.02% | +8+0.8% | Added |
| Advisory Alpha, LLC | 984 | $219.6K | 0.01% | −6−0.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 987 | $220.2K | 0.05% | −39−3.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 989 | $220.7K | 0.05% | +989 | New |
| Kingfisher Capital LLC | 995 | $222.0K | 0.05% | −47−4.5% | Reduced |
| Woodward Diversified Capital, LLC | 996 | $222.2K | 0.14% | +33+3.4% | Added |
| Principal Street Partners, LLC | 1,055 | $222.4K | 0.04% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 994 | $222.6K | 0.22% | +994 | New |
| R. W. Roge & Company, Inc. | 1,000 | $223.0K | 0.12% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,000 | $223.1K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,002 | $223.6K | 0.02% | +2+0.2% | Added |
| Code Waechter LLC | 1,003 | $224.0K | 0.21% | +1,003 | New |
| Alpha Family Trust | 1,005 | $224.2K | 0.13% | 00.0% | Unchanged |
| Members Advisory Group LLC | 1,007 | $224.7K | 0.11% | +4+0.4% | Added |
| Dudley Capital Management, LLC | 1,010 | $225.3K | 0.12% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,013 | $226.0K | 0.05% | +13+1.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,009 | $227.1K | 0.08% | −4−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,019 | $227.3K | 0.02% | +1,019 | New |
| First Trust Investment Solutions L.P. | 1,019 | $227.3K | 0.03% | +1,019 | New |
| Means Investment Co., Inc. | 1,021 | $227.7K | 0.03% | +1+0.1% | Added |
| BayBridge Capital Group, LLC | 1,022 | $228.0K | 0.16% | +4+0.4% | Added |
| Childress Capital Advisors, LLC | 1,022 | $228.0K | 0.06% | +8+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,024 | $228.4K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,025 | $229.0K | 0.11% | +15+1.5% | Added |
| Advisor Resource Council | 1,039 | $231.8K | 0.11% | +1,039 | New |
| Associated Banc-Corp | 1,042 | $232.5K | 0.01% | +1,042 | New |
| HMS Capital Management, LLC | 1,043 | $232.7K | 0.11% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,045 | $233.1K | 0.02% | 00.0% | Unchanged |