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 |
|---|---|---|---|---|---|
| Cynosure Management, LLC | 2,469 | $550.8K | 0.08% | +57+2.4% | Added |
| ARS Investment Partners, LLC | 2,478 | $552.8K | 0.05% | +25+1.0% | Added |
| Advisors Preferred, LLC | 2,492 | $555.2K | 0.08% | +851+51.9% | Added |
| Kessler Investment Group, LLC | 2,496 | $556.8K | 0.29% | −42−1.7% | Reduced |
| Broderick Brian C | 2,500 | $557.7K | 0.11% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,525 | $563.0K | 0.27% | −9−0.4% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $563.1K | 0.52% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,525 | $563.3K | 0.17% | −48−1.9% | Reduced |
| Prospera Financial Services Inc | 2,525 | $563.4K | 0.01% | +241+10.6% | Added |
| REDW Wealth LLC | 2,537 | $566.0K | 0.15% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,570 | $573.3K | 0.19% | +14+0.5% | Added |
| James Hambro & Partners | 2,586 | $576.9K | 0.02% | +100+4.0% | Added |
| PDS Planning, Inc | 2,588 | $577.4K | 0.05% | −8−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,600 | $580.0K | 0.35% | +350+15.6% | Added |
| Avestar Capital, LLC | 2,611 | $582.5K | 0.06% | −403−13.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,615 | $583.3K | 0.03% | +661+33.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,620 | $584.5K | 0.19% | −228−8.0% | Reduced |
| Boston Research & Management Inc | 2,620 | $584.5K | 0.14% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,626 | $585.9K | 0.01% | +29+1.1% | Added |
| Amplius Wealth Advisors, LLC | 2,640 | $589.0K | 0.06% | −10−0.4% | Reduced |
| GeoWealth Management, LLC | 2,646 | $590.3K | 0.02% | −540−16.9% | Reduced |
| Fluent Financial, LLC | 2,651 | $591.4K | 0.28% | −254−8.7% | Reduced |
| Capital Advisors Inc | 2,655 | $592.3K | 0.01% | −27−1.0% | Reduced |
| Premier Path Wealth Partners, LLC | 2,660 | $593.5K | 0.09% | −2−0.1% | Reduced |
| Neo Ivy Capital Management | 2,664 | $594.0K | 0.19% | +2,664 | New |
| Forum Financial Management, LP | 2,676 | $597.0K | 0.01% | +4+0.1% | Added |
| Vista Wealth Management Group, LLC | 2,721 | $607.0K | 0.04% | +60+2.3% | Added |
| Massmutual Trust Co FSB | 2,732 | $609.5K | 0.02% | −667−19.6% | Reduced |
| SWMG, LLC | 2,719 | $613.8K | 0.25% | +2,719 | New |
| Arkadios Wealth Advisors | 2,752 | $614.0K | 0.03% | +114+4.3% | Added |
| Warther Private Wealth, LLC | 2,800 | $624.7K | 0.22% | −200−6.7% | Reduced |
| Montag A & Associates Inc | 2,800 | $624.7K | 0.03% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,805 | $625.8K | 0.39% | +34+1.2% | Added |
| Requisite Capital Management, LLC | 2,809 | $626.7K | 0.13% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,813 | $627.6K | 0.23% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,813 | $627.6K | 0.08% | +5+0.2% | Added |
| Kearns & Associates LLC | 2,860 | $638.0K | 0.42% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,881 | $640.9K | 0.02% | +356+14.1% | Added |
| Strid Group, LLC | 2,873 | $641.0K | 0.10% | −25−0.9% | Reduced |
| Financial Counselors Inc | 2,894 | $645.6K | 0.01% | +377+15.0% | Added |
| Archvest Wealth Advisors, Inc. | 2,897 | $646.3K | 0.41% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,899 | $646.9K | 0.13% | 00.0% | Unchanged |
| Trust Point Inc. | 2,910 | $649.2K | 0.05% | −108−3.6% | Reduced |
| David Loasby | 2,929 | $649.8K | 0.06% | +78+2.7% | Added |
| Aaron Wealth Advisors | 2,925 | $652.5K | 0.08% | +185+6.8% | Added |
| Drake & Associates, LLC | 2,951 | $658.4K | 0.21% | +506+20.7% | Added |
| Howard Capital Management Inc. | 2,952 | $658.6K | 0.01% | +2,952 | New |
| Savvy Advisors, Inc. | 2,962 | $660.9K | 0.13% | +1,801+155.1% | Added |
| IFP Advisors, Inc | 2,964 | $661.4K | 0.02% | −136−4.4% | Reduced |
| Delta Investment Management, LLC | 2,970 | $662.6K | 0.14% | +2,970 | New |
| 44 Wealth Management LLC | 2,976 | $665.1K | 0.23% | +2,976 | New |
| Financial Engines Advisors L.L.C. | 2,989 | $666.8K | 0.00% | −12,427−80.6% | Reduced |
| Capula Management Ltd | 2,989 | $666.8K | 0.01% | +2,989 | New |
| Cito Capital Group, LLC | 3,000 | $669.0K | 0.25% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,030 | $676.0K | 0.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,030 | $676.0K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,031 | $676.4K | 0.01% | −170−5.3% | Reduced |
| Chilton Investment Co LLC | 3,067 | $684.2K | 0.02% | +155+5.3% | Added |
| Baader Bank INC | 3,091 | $688.2K | 0.06% | −254−7.6% | Reduced |
| Net Worth Advisory Group | 3,092 | $689.7K | 0.20% | +3,092 | New |
| 9258 Wealth Management, LLC | 3,093 | $690.0K | 0.10% | +121+4.1% | Added |
| Capital Investment Advisors, LLC | 3,124 | $696.9K | 0.01% | −147−4.5% | Reduced |
| Thrive Wealth Management, LLC | 3,134 | $699.2K | 0.13% | −46−1.4% | Reduced |
| Defined Wealth Management, LLC | 3,146 | $701.8K | 0.46% | +15+0.5% | Added |
| Foundations Investment Advisors, LLC | 3,156 | $704.2K | 0.01% | +296+10.3% | Added |
| Wealthspire Advisors, LLC | 3,163 | $705.7K | 0.01% | +627+24.7% | Added |
| Bill Few Associates, Inc. | 3,173 | $707.9K | 0.25% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,187 | $711.1K | 0.01% | +319+11.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,189 | $711.4K | 0.02% | +110+3.6% | Added |
| Waldron Private Wealth LLC | 3,189 | $711.4K | 0.03% | −4−0.1% | Reduced |
| Waller Financial Planning Group, Inc | 3,191 | $711.8K | 0.18% | +12+0.4% | Added |
| OmniStar Financial Group, Inc. | 3,190 | $712.7K | 0.53% | +3,190 | New |
| Duncker Streett & Co Inc | 3,200 | $713.9K | 0.13% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,228 | $720.1K | 0.04% | +3,228 | New |
| EP Wealth Advisors, LLC | 3,238 | $722.3K | 0.01% | +887+37.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $723.7K | 0.09% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,249 | $724.8K | 0.03% | +3,249 | New |
| Rodgers Brothers Inc. | 3,250 | $725.0K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,280 | $731.7K | 0.05% | +433+15.2% | Added |
| Ellevest, Inc. | 3,309 | $738.2K | 0.04% | +133+4.2% | Added |
| Level Four Advisory Services, LLC | 3,388 | $739.5K | 0.03% | −19−0.6% | Reduced |
| Empower Advisory Group, LLC | 3,335 | $743.9K | 0.00% | −4−0.1% | Reduced |
| Gateway Investment Advisers LLC | 3,341 | $745.3K | 0.01% | −67−2.0% | Reduced |
| Essex Financial Services, Inc. | 3,393 | $752.8K | 0.05% | −3,524−50.9% | Reduced |
| Founders Financial Securities LLC | 3,381 | $754.3K | 0.07% | +110+3.4% | Added |
| Nebula Research & Development LLC | 3,383 | $754.7K | 0.09% | +3,383 | New |
| Buckley Wealth Management, LLC | 3,401 | $758.7K | 0.23% | +138+4.2% | Added |
| Balyasny Asset Management LLC | 3,420 | $763.0K | 0.00% | −493,295−99.3% | Reduced |
| Ostrum Asset Management | 3,434 | $766.1K | 0.06% | +42+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,434 | $766.1K | 0.04% | +2,489+263.4% | Added |
| Morningstar Investment Services LLC | 3,445 | $771.0K | 0.01% | +1,827+112.9% | Added |
| IHT Wealth Management, LLC | 3,460 | $771.7K | 0.02% | +814+30.8% | Added |
| Noesis Capital Mangement Corp | 3,500 | $780.8K | 0.15% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $780.8K | 0.26% | 00.0% | Unchanged |
| Mma Asset Management LLC | 3,504 | $781.7K | 0.21% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,546 | $791.2K | 0.01% | −30−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 3,569 | $796.1K | 0.08% | −60−1.7% | Reduced |
| Genesee Capital Advisors, LLC | 3,571 | $796.6K | 0.38% | −705−16.5% | Reduced |
| Frank, Rimerman Advisors LLC | 3,594 | $801.8K | 0.06% | +179+5.2% | Added |
| Vista Investment Partners LLC | 3,600 | $803.1K | 0.26% | 00.0% | Unchanged |