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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 1,374 | $306.6K | 0.01% | −417−23.3% | Reduced |
| FSM Wealth Advisors, LLC | 1,383 | $308.6K | 0.08% | +101+7.9% | Added |
| Aveo Capital Partners, LLC | 1,384 | $308.8K | 0.03% | +111+8.7% | Added |
| Braun-Bostich & Associates Inc. | 1,388 | $309.6K | 0.22% | +121+9.6% | Added |
| YHB Investment Advisors, Inc. | 1,389 | $309.9K | 0.03% | +60+4.5% | Added |
| Cromwell Holdings LLC | 1,390 | $310.1K | 0.20% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,399 | $312.3K | 0.02% | +7+0.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $313.0K | 0.03% | +335+31.4% | Added |
| Blueshift Asset Management, LLC | 1,405 | $313.4K | 0.08% | +1,405 | New |
| Inscription Capital, LLC | 1,409 | $314.3K | 0.05% | +14+1.0% | Added |
| Umpqua Bank | 1,410 | $314.6K | 0.12% | +30+2.2% | Added |
| Main Line Retirement Advisors, LLC | 1,417 | $316.1K | 0.22% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,420 | $316.8K | 0.16% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,420 | $316.9K | 0.01% | −25−1.7% | Reduced |
| Diligent Investors, LLC | 1,425 | $317.9K | 0.07% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,433 | $319.7K | 0.07% | +1,433 | New |
| PFS Partners, LLC | 1,434 | $319.9K | 0.18% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,435 | $320.1K | 0.08% | −300−17.3% | Reduced |
| Essex Savings Bank | 1,437 | $320.6K | 0.08% | −16−1.1% | Reduced |
| MBB Public Markets I LLC | 1,440 | $321.3K | 0.03% | −33,227−95.8% | Reduced |
| Drive Wealth Management, LLC | 1,441 | $321.5K | 0.08% | +59+4.3% | Added |
| Colonial River Wealth Management, LLC | 1,447 | $322.8K | 0.16% | +1,447 | New |
| Fayez Sarofim & Co | 1,450 | $323.5K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,451 | $323.7K | 0.01% | +106+7.9% | Added |
| Joel Isaacson & Co., LLC | 1,459 | $325.5K | 0.02% | −130−8.2% | Reduced |
| Alta Advisers Ltd | 1,463 | $326.4K | 0.15% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,467 | $327.3K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,468 | $327.5K | 0.03% | +33+2.3% | Added |
| Umb Bank N A | 1,472 | $328.4K | 0.01% | −56−3.7% | Reduced |
| ICONIQ Capital, LLC | 1,474 | $329.0K | 0.01% | +1,474 | New |
| Breakwater Capital Group | 1,483 | $330.8K | 0.07% | +45+3.1% | Added |
| Insigneo Advisory Services, LLC | 1,484 | $331.1K | 0.03% | −389−20.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,492 | $332.9K | 0.17% | −65−4.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,500 | $334.6K | 0.07% | +1,400+1,400.0% | Added |
| Clark Capital Management Group, Inc. | 1,506 | $336.0K | 0.00% | −85−5.3% | Reduced |
| Vicus Capital | 1,511 | $337.1K | 0.03% | +226+17.6% | Added |
| Northeast Financial Consultants Inc | 1,514 | $337.8K | 0.01% | +14+0.9% | Added |
| OneAscent Financial Services LLC | 1,517 | $338.0K | 0.24% | +1,517 | New |
| Rockland Trust Co | 1,523 | $339.8K | 0.02% | −481−24.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,530 | $341.3K | 0.16% | −27−1.7% | Reduced |
| Sweet Financial Partners, LLC | 1,532 | $341.8K | 0.07% | −1,127−42.4% | Reduced |
| Summit Global Investments | 1,535 | $342.0K | 0.02% | +208+15.7% | Added |
| Bailard, Inc. | 1,537 | $342.9K | 0.01% | +7+0.5% | Added |
| Detalus Advisors, LLC | 1,541 | $343.8K | 0.11% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,547 | $345.2K | 0.13% | +32+2.1% | Added |
| Fielder Capital Group LLC | 1,554 | $346.6K | 0.11% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,572 | $350.7K | 0.06% | +194+14.1% | Added |
| SlateStone Wealth, LLC | 1,575 | $351.0K | 0.03% | +2+0.1% | Added |
| Sterling Group Wealth Management, LLC | 1,575 | $351.4K | 0.19% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $352.5K | 0.06% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,585 | $353.6K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,586 | $353.8K | 0.03% | +65+4.3% | Added |
| Acorn Creek Capital LLC | 1,588 | $354.3K | 0.19% | +8+0.5% | Added |
| Berkshire Asset Management LLC | 1,683 | $354.6K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,590 | $354.7K | 0.04% | +10+0.6% | Added |
| Central Trust Co | 1,595 | $355.8K | 0.01% | +54+3.5% | Added |
| Capital Wealth Planning, LLC | 1,596 | $356.1K | 0.00% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,599 | $356.8K | 0.02% | +118+8.0% | Added |
| Flagship Harbor Advisors, LLC | 1,602 | $357.4K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $358.0K | 0.15% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $359.0K | 0.19% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,610 | $359.1K | 0.01% | +1,610 | New |
| Plante Moran Financial Advisors, LLC | 1,611 | $359.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,613 | $359.8K | 0.05% | +1+0.1% | Added |
| Boothbay Fund Management, LLC | 1,621 | $361.6K | 0.01% | +1,621 | New |
| Investment Partners, Ltd. | 1,625 | $362.5K | 0.15% | −94−5.5% | Reduced |
| Dechtman Wealth Management, LLC | 1,631 | $363.8K | 0.07% | +2+0.1% | Added |
| Meridian Wealth Advisors, LLC | 1,641 | $366.1K | 0.06% | −6−0.4% | Reduced |
| Lockerman Financial Group, Inc. | 1,641 | $366.1K | 0.62% | +8+0.5% | Added |
| Readystate Asset Management LP | 1,644 | $366.8K | 0.02% | +1,644 | New |
| Oxford Asset Management LLP | 1,658 | $369.9K | 0.31% | +1,658 | New |
| Moors & Cabot, Inc. | 1,661 | $370.7K | 0.02% | −59−3.4% | Reduced |
| Davis R M Inc | 1,662 | $370.8K | 0.01% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,672 | $373.0K | 0.18% | −23−1.4% | Reduced |
| LGT Group Foundation | 1,680 | $374.8K | 0.01% | −16,680−90.8% | Reduced |
| RDA Financial Network | 1,680 | $374.9K | 0.12% | −120−6.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,681 | $375.0K | 0.03% | −24−1.4% | Reduced |
| Verus Capital Partners, LLC | 1,691 | $377.2K | 0.04% | −98−5.5% | Reduced |
| Catalyst Financial Partners LLC | 1,698 | $378.8K | 0.07% | +127+8.1% | Added |
| Jarislowsky, Fraser Ltd | 1,700 | $379.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,707 | $380.8K | 0.07% | −27−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,708 | $381.0K | 0.01% | −48−2.7% | Reduced |
| Talon Private Wealth, LLC | 1,708 | $381.0K | 0.08% | +1,708 | New |
| Outlook Wealth Advisors, LLC | 1,718 | $383.3K | 0.11% | +94+5.8% | Added |
| USA Financial Portformulas Corp | 1,724 | $384.6K | 0.06% | −136−7.3% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $384.8K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 1,740 | $385.4K | 0.14% | +19+1.1% | Added |
| Guardian Wealth Advisors, LLC | 1,745 | $389.3K | 0.04% | +588+50.8% | Added |
| MCF Advisors LLC | 1,745 | $389.3K | 0.03% | +10+0.6% | Added |
| Advisors Capital Management, LLC | 1,750 | $391.0K | 0.01% | +65+3.9% | Added |
| Cahaba Wealth Management, Inc. | 1,753 | $391.1K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,757 | $392.0K | 0.03% | +95+5.7% | Added |
| Hexagon Capital Partners LLC | 1,759 | $392.4K | 0.08% | +93+5.6% | Added |
| Rothschild Investment LLC | 1,767 | $394.2K | 0.03% | −325−15.5% | Reduced |
| Mayport, LLC | 1,768 | $394.4K | 0.13% | 00.0% | Unchanged |
| New Hampshire Trust | 1,778 | $396.7K | 0.08% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,800 | $401.0K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,798 | $401.1K | 0.15% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,800 | $401.6K | 0.03% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,802 | $402.0K | 0.03% | 00.0% | Unchanged |