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 Century Financial Group, LLC | 1,045 | $233.1K | 0.09% | +82+8.5% | Added |
| Family Investment Center, Inc. | 1,047 | $233.6K | 0.06% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,047 | $233.6K | 0.03% | +1,047 | New |
| Patron Partners Advisors, LLC | 1,051 | $234.5K | 0.13% | −199−15.9% | Reduced |
| Cedrus LLC | 1,052 | $234.7K | 0.09% | +55+5.5% | Added |
| Middleton & Co Inc | 1,060 | $236.5K | 0.03% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 1,063 | $237.1K | 0.26% | +60+6.0% | Added |
| Voya Financial Advisors, Inc. | 1,060 | $237.4K | 0.03% | −272−20.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,080 | $241.0K | 0.01% | −7−0.6% | Reduced |
| Ariston Services Group | 1,083 | $241.6K | 0.21% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,086 | $242.3K | 0.04% | +53+5.1% | Added |
| Nomura Holdings Inc | 1,096 | $244.5K | 0.00% | −6,035−84.6% | Reduced |
| Citizens Business Bank | 1,096 | $244.5K | 0.05% | +1,096 | New |
| Wealth Management Associates, Inc. | 1,099 | $245.2K | 0.11% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,105 | $245.2K | 0.12% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,100 | $245.4K | 0.00% | −20−1.8% | Reduced |
| Wesbanco Bank Inc | 1,105 | $246.5K | 0.01% | −39−3.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,111 | $248.0K | 0.01% | +15+1.4% | Added |
| WealthBridge Capital Management, LLC | 1,113 | $248.3K | 0.07% | +1,113 | New |
| EagleClaw Capital Managment, LLC | 1,114 | $248.5K | 0.04% | −150−11.9% | Reduced |
| Riverview Trust Co | 1,116 | $249.0K | 0.22% | +6+0.5% | Added |
| Principle Wealth Partners LLC | 1,116 | $249.0K | 0.02% | +166+17.5% | Added |
| Grove Bank & Trust | 1,117 | $249.2K | 0.04% | +105+10.4% | Added |
| Avantax Planning Partners, Inc. | 1,129 | $251.9K | 0.01% | −825−42.2% | Reduced |
| OneAscent Wealth Management LLC | 1,128 | $252.0K | 0.10% | +1,128 | New |
| Bridgewater Associates, LP | 1,132 | $252.5K | 0.00% | −3,415−75.1% | Reduced |
| Schulz Wealth, LTD. | 1,135 | $253.2K | 0.20% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,135 | $253.2K | 0.07% | +163+16.8% | Added |
| Sivia Capital Partners, LLC | 1,139 | $254.2K | 0.15% | +3+0.3% | Added |
| Colonial Trust Co | 1,142 | $254.7K | 0.04% | −35−3.0% | Reduced |
| Soltis Investment Advisors LLC | 1,142 | $254.9K | 0.02% | +58+5.4% | Added |
| Tyler-Stone Wealth Management | 1,149 | $256.3K | 0.05% | +685+147.6% | Added |
| Fisher Asset Management, LLC | 1,157 | $258.3K | 0.00% | −413−26.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,156 | $258.4K | 0.01% | +1,156 | New |
| Destination Wealth Management | 1,159 | $258.6K | 0.01% | +188+19.4% | Added |
| Wedbush Securities Inc | 1,166 | $260.0K | 0.01% | −2,581−68.9% | Reduced |
| Rossmore Private Capital | 1,166 | $260.1K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,177 | $262.6K | 0.02% | −862−42.3% | Reduced |
| Harbour Investments, Inc. | 1,184 | $264.1K | 0.01% | −38−3.1% | Reduced |
| Northside Capital Management, LLC | 1,185 | $264.4K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,186 | $264.6K | 0.04% | +30+2.6% | Added |
| Simplicity Wealth,LLC | 1,187 | $264.9K | 0.02% | −30,026−96.2% | Reduced |
| C M Bidwell & Associates Ltd | 1,189 | $265.3K | 0.16% | +9+0.8% | Added |
| Banque Cantonale Vaudoise | 1,197 | $267.0K | 0.01% | −1,993−62.5% | Reduced |
| Perpetual Ltd | 1,200 | $267.7K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $267.7K | 0.07% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $267.7K | 0.15% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,206 | $269.0K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,206 | $269.0K | 0.06% | +143+13.5% | Added |
| Great Lakes Advisors, LLC | 1,209 | $269.7K | 0.00% | −27−2.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,210 | $270.0K | 0.01% | +13+1.1% | Added |
| New England Professional Planning Group Inc. | 1,211 | $270.2K | 0.13% | 00.0% | Unchanged |
| Parthenon LLC | 1,213 | $270.6K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,217 | $271.5K | 0.08% | −188−13.4% | Reduced |
| Smart Money Group LLC | 1,252 | $273.3K | 0.10% | +1,252 | New |
| Pallas Capital Advisors LLC | 1,233 | $274.4K | 0.01% | +39+3.3% | Added |
| Ballast, Inc. | 1,231 | $274.6K | 0.08% | −25−2.0% | Reduced |
| Austin Private Wealth, LLC | 1,235 | $275.5K | 0.03% | +38+3.2% | Added |
| Trilogy Capital Inc. | 1,244 | $277.5K | 0.01% | −117−8.6% | Reduced |
| Verdence Capital Advisors LLC | 1,245 | $277.7K | 0.02% | +216+21.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,249 | $278.5K | 0.09% | +1,249 | New |
| Cornerstone Wealth Group, LLC | 1,250 | $278.9K | 0.02% | +40+3.3% | Added |
| Resonant Capital Advisors, LLC | 1,251 | $279.1K | 0.02% | +142+12.8% | Added |
| Twin Focus Capital Partners, LLC | 1,253 | $279.6K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,258 | $280.6K | 0.02% | +1,258 | New |
| Sapient Capital LLC | 1,259 | $280.9K | 0.01% | +10+0.8% | Added |
| Continuum Advisory, LLC | 1,271 | $281.5K | 0.04% | +470+58.7% | Added |
| SageView Advisory Group, LLC | 1,276 | $284.7K | 0.01% | −3,356−72.5% | Reduced |
| Nichols & Pratt Advisers LLP | 1,277 | $284.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,277 | $284.9K | 0.01% | +948+288.1% | Added |
| Ignite Planners, LLC | 1,281 | $285.8K | 0.07% | +16+1.3% | Added |
| Vestor Capital, LLC | 1,282 | $286.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,285 | $286.6K | 0.02% | −1−0.1% | Reduced |
| Stiles Financial Services Inc | 1,285 | $286.6K | 0.10% | −81−5.9% | Reduced |
| Thrive Capital Management, LLC | 1,285 | $286.8K | 0.14% | +1+0.1% | Added |
| Walleye Trading LLC | 1,288 | $287.3K | 0.01% | −7,390−85.2% | Reduced |
| Stratos Wealth Advisors, LLC | 1,288 | $287.4K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,292 | $288.2K | 0.29% | +6+0.5% | Added |
| HTLF Bank | 1,299 | $289.8K | 0.03% | −300−18.8% | Reduced |
| Claro Advisors LLC | 1,310 | $292.2K | 0.04% | +1,310 | New |
| Resources Management Corp | 1,325 | $296.0K | 0.04% | 00.0% | Unchanged |
| Dempze Nancy E | 1,330 | $296.7K | 0.17% | −70−5.0% | Reduced |
| Farmers & Merchants Investments Inc | 1,338 | $298.5K | 0.01% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,341 | $299.2K | 0.26% | +5+0.4% | Added |
| Tuttle Tactical Management | 1,342 | $299.4K | 1.63% | +174+14.9% | Added |
| Busey Wealth Management | 1,342 | $299.4K | 0.01% | +12+0.9% | Added |
| German American Bancorp, Inc. | 1,346 | $300.3K | 0.03% | −88−6.1% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $301.2K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $301.2K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,352 | $301.6K | 0.01% | +194+16.8% | Added |
| Everett Harris & Co | 1,354 | $302.1K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,354 | $302.1K | 0.14% | +1,354 | New |
| Warren Averett Asset Management, LLC | 1,355 | $302.3K | 0.01% | −23−1.7% | Reduced |
| Tyche Wealth Partners LLC | 1,356 | $302.5K | 0.07% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,362 | $303.8K | 0.03% | −230−14.4% | Reduced |
| ORG Partners LLC | 1,364 | $304.3K | 0.05% | −65−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,369 | $305.5K | 0.06% | −1,244−47.6% | Reduced |
| Klingenstein Fields & Co LP | 1,370 | $305.6K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,370 | $305.6K | 0.18% | +124+10.0% | Added |
| Mairs & Power Inc | 1,374 | $306.5K | 0.00% | +36+2.7% | Added |