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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 1,813 | $404.6K | 0.22% | +249+15.9% | Added |
| Journey Advisory Group, LLC | 1,920 | $404.6K | 0.05% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,826 | $407.4K | 0.02% | −8−0.4% | Reduced |
| Motco | 1,827 | $407.6K | 0.04% | +71+4.0% | Added |
| Prossimo Advisors, LLC | 1,827 | $408.0K | 0.30% | +95+5.5% | Added |
| Modera Wealth Management, LLC | 1,839 | $410.2K | 0.01% | −34−1.8% | Reduced |
| Westover Capital Advisors, LLC | 1,843 | $411.2K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,846 | $411.8K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,850 | $412.7K | 0.03% | +257+16.1% | Added |
| Abner Herrman & Brock LLC | 1,850 | $413.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,852 | $413.2K | 0.14% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,856 | $414.1K | 0.08% | +54+3.0% | Added |
| Hall Laurie J Trustee | 1,860 | $415.0K | 0.13% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,862 | $415.4K | 0.26% | +428+29.8% | Added |
| Jones Financial Companies LLLP | 1,873 | $419.1K | 0.00% | +635+51.3% | Added |
| Acima Private Wealth, LLC | 1,881 | $419.6K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,890 | $421.6K | 0.07% | +139+7.9% | Added |
| SeaCrest Wealth Management, LLC | 1,891 | $421.9K | 0.05% | +11+0.6% | Added |
| Roble, Belko & Company, Inc | 1,910 | $426.0K | 0.07% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,910 | $426.1K | 0.05% | −76−3.8% | Reduced |
| Evergreen Capital Management LLC | 1,912 | $426.6K | 0.01% | +121+6.8% | Added |
| Cypress Capital Group | 1,918 | $427.9K | 0.05% | +24+1.3% | Added |
| Bridgefront Capital, LLC | 1,935 | $431.7K | 0.17% | +654+51.1% | Added |
| CKW Financial Group | 1,937 | $432.0K | 0.05% | +3+0.2% | Added |
| Willow Creek Wealth Management Inc. | 1,940 | $432.8K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 1,942 | $433.2K | 0.01% | +1,942 | New |
| Optas, LLC | 1,943 | $433.5K | 0.10% | +58+3.1% | Added |
| Baker Ellis Asset Management LLC | 1,948 | $434.6K | 0.06% | +336+20.8% | Added |
| L2 Asset Management, LLC | 1,952 | $435.5K | 0.12% | +66+3.5% | Added |
| Kanawha Capital Management LLC | 1,960 | $437.3K | 0.03% | −43−2.1% | Reduced |
| Wallace Capital Management Inc. | 1,960 | $437.3K | 0.06% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,984 | $442.6K | 0.03% | −159−7.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,985 | $442.8K | 0.03% | 00.0% | Unchanged |
| S&CO Inc | 2,000 | $446.0K | 0.03% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,000 | $446.2K | 0.01% | +1,000+100.0% | Added |
| Mayflower Financial Advisors, LLC | 2,011 | $448.7K | 0.07% | +37+1.9% | Added |
| Mosley Wealth Management | 2,035 | $451.9K | 0.31% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,060 | $452.7K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,030 | $452.9K | 0.04% | −1,302−39.1% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $453.1K | 0.30% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,033 | $453.5K | 0.04% | +147+7.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,034 | $453.9K | 0.02% | +8+0.4% | Added |
| Core Alternative Capital | 2,056 | $458.7K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 2,058 | $459.2K | 0.04% | −5−0.2% | Reduced |
| Global Endowment Management, LP | 2,059 | $459.3K | 0.05% | +2,059 | New |
| Simon Quick Advisors, LLC | 2,063 | $460.2K | 0.03% | +235+12.9% | Added |
| Smith, Salley & Associates | 2,066 | $460.9K | 0.03% | −10−0.5% | Reduced |
| Tradewinds, LLC. | 2,067 | $461.2K | 0.14% | −11−0.5% | Reduced |
| Gryphon Financial Partners LLC | 2,069 | $461.7K | 0.06% | +380+22.5% | Added |
| Equitable Holdings, Inc. | 2,072 | $462.2K | 0.00% | +151+7.9% | Added |
| Brookstone Capital Management | 2,080 | $464.1K | 0.01% | +34+1.7% | Added |
| Congress Asset Management Co | 2,087 | $465.6K | 0.00% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,095 | $467.0K | 0.02% | −100−4.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,098 | $468.0K | 0.01% | −77−3.5% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $468.5K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,112 | $471.3K | 0.02% | −5−0.2% | Reduced |
| Mather Group, LLC. | 2,114 | $471.6K | 0.01% | +136+6.9% | Added |
| Carolinas Wealth Consulting LLC | 2,116 | $472.0K | 0.09% | +100+5.0% | Added |
| Parsons Capital Management Inc | 2,131 | $475.4K | 0.03% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 2,142 | $477.9K | 0.11% | +44+2.1% | Added |
| Harvest Fund Management Co., Ltd | 2,144 | $478.0K | 0.03% | +1,535+252.1% | Added |
| Oak Thistle LLC | 2,160 | $481.9K | 0.16% | +2,160 | New |
| Everpar Advisors LLC | 2,165 | $483.0K | 0.25% | −39−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 2,195 | $489.7K | 0.08% | +2,195 | New |
| Mattern Capital Management, LLC | 2,209 | $492.8K | 0.06% | +258+13.2% | Added |
| Green Harvest Asset Management LLC | 2,217 | $494.7K | 0.01% | +673+43.6% | Added |
| Tower Bridge Advisors | 2,218 | $494.8K | 0.05% | +89+4.2% | Added |
| Evernest Financial Advisors, LLC | 2,231 | $497.7K | 0.13% | +158+7.6% | Added |
| Talisman Wealth Advisors LLC | 2,234 | $500.3K | 0.53% | −30−1.3% | Reduced |
| Sigma Planning Corp | 2,260 | $504.1K | 0.02% | −2−0.1% | Reduced |
| Catalina Capital Group, LLC | 2,260 | $504.2K | 0.17% | +111+5.2% | Added |
| Hamilton Point Investment Advisors, LLC | 2,266 | $505.5K | 0.09% | +2,266 | New |
| Dogwood Wealth Management LLC | 2,269 | $506.2K | 0.29% | +1,297+133.4% | Added |
| Ambassador Advisors, LLC | 2,272 | $506.9K | 0.09% | −74−3.2% | Reduced |
| Opus Capital Group, LLC | 2,291 | $511.0K | 0.06% | +146+6.8% | Added |
| Legacy Financial Advisors, Inc. | 2,314 | $516.3K | 0.09% | +92+4.1% | Added |
| Proficio Capital Partners LLC | 2,316 | $516.6K | 0.05% | −679−22.7% | Reduced |
| Lecap Asset Management Ltd | 2,330 | $519.8K | 0.11% | +2,330 | New |
| Dynamic Advisor Solutions LLC | 2,343 | $522.8K | 0.02% | +52+2.3% | Added |
| Penserra Capital Management LLC | 2,349 | $523.0K | 0.01% | +30+1.3% | Added |
| Chesapeake Asset Management LLC | 2,347 | $523.6K | 0.45% | +108+4.8% | Added |
| D'Orazio & Associates, Inc. | 2,349 | $524.0K | 0.07% | +14+0.6% | Added |
| ASB Consultores, LLC | 2,352 | $524.7K | 0.21% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,352 | $524.8K | 0.04% | +585+33.1% | Added |
| Sentry Investment Management LLC | 2,355 | $525.0K | 0.22% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,359 | $526.3K | 0.25% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,360 | $526.5K | 0.08% | −10.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,368 | $528.4K | 0.39% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,372 | $529.2K | 0.71% | +2,372 | New |
| Gladstone Institutional Advisory LLC | 2,381 | $531.2K | 0.03% | +10+0.4% | Added |
| Gladius Capital Management LP | 2,391 | $533.4K | 0.32% | −38−1.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,392 | $533.6K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,402 | $536.1K | 0.04% | −145−5.7% | Reduced |
| PFG Investments, LLC | 2,413 | $538.2K | 0.03% | −30−1.2% | Reduced |
| Glenview Trust Co | 2,421 | $540.1K | 0.01% | +158+7.0% | Added |
| Walter & Keenan Financial Consulting Co | 2,422 | $540.3K | 0.16% | +21+0.9% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $543.4K | 0.36% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,447 | $545.9K | 0.04% | +31+1.3% | Added |
| Florida Financial Advisors, LLC | 2,453 | $547.2K | 0.28% | −232−8.6% | Reduced |
| My Legacy Advisors, LLC | 2,455 | $547.7K | 0.22% | −204−7.7% | Reduced |