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 |
|---|---|---|---|---|---|
| Napatree Capital LLC | 3,603 | $803.8K | 0.56% | +334+10.2% | Added |
| Inceptionr LLC | 3,627 | $809.1K | 0.20% | +3,627 | New |
| Clarius Group, LLC | 3,646 | $810.9K | 0.06% | −151−4.0% | Reduced |
| Caldwell Trust Co | 3,666 | $817.8K | 0.09% | −385−9.5% | Reduced |
| Hutchinson Capital Management | 3,670 | $818.7K | 0.16% | −11−0.3% | Reduced |
| Sage Mountain Advisors LLC | 3,670 | $818.8K | 0.07% | +163+4.6% | Added |
| Louisbourg Investments Inc. | 4,911 | $823.7K | 0.21% | 00.0% | Unchanged |
| GTS Securities LLC | 3,695 | $824.3K | 0.02% | −4,399−54.3% | Reduced |
| Shira Ridge Wealth Management | 3,699 | $825.2K | 0.42% | −8−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,703 | $826.1K | 0.03% | −620−14.3% | Reduced |
| Leonteq Securities AG | 3,703 | $826.1K | 0.10% | +2,080+128.2% | Added |
| Graypoint LLC | 3,717 | $829.2K | 0.05% | +355+10.6% | Added |
| Prime Capital Investment Advisors, LLC | 3,725 | $831.1K | 0.01% | −131−3.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,726 | $831.2K | 0.01% | +2+0.1% | Added |
| Matthew Goff Investment Advisor, LLC | 3,749 | $836.4K | 0.16% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,766 | $837.9K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 3,774 | $841.9K | 0.05% | +91+2.5% | Added |
| VeraBank, N.A. | 3,775 | $842.2K | 0.25% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,783 | $843.9K | 0.02% | −45−1.2% | Reduced |
| Entropy Technologies, LP | 3,805 | $848.9K | 0.09% | +3,805 | New |
| White Pine Investment CO | 3,806 | $849.0K | 0.23% | −94−2.4% | Reduced |
| Fortis Capital Advisors, LLC | 3,807 | $849.3K | 0.28% | −1,296−25.4% | Reduced |
| AMG National Trust Bank | 3,850 | $858.9K | 0.02% | −453−10.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,863 | $861.8K | 0.08% | +55+1.4% | Added |
| Missouri Trust & Investment Co | 3,865 | $862.2K | 0.30% | −268−6.5% | Reduced |
| GAMMA Investing LLC | 3,865 | $862.2K | 0.09% | +1,070+38.3% | Added |
| TrinityPoint Wealth, LLC | 3,866 | $862.5K | 0.12% | −12−0.3% | Reduced |
| Stephens Inc | 3,867 | $862.7K | 0.01% | −645−14.3% | Reduced |
| Fulton Bank, N.A. | 3,870 | $863.4K | 0.03% | +33+0.9% | Added |
| Ledyard National Bank | 3,881 | $865.8K | 0.08% | +380+10.9% | Added |
| Skopos Labs, Inc. | 3,883 | $866.3K | 0.29% | +384+11.0% | Added |
| Personal Cfo Solutions, LLC | 3,893 | $868.4K | 0.12% | −93−2.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,893 | $868.4K | 0.24% | −154−3.8% | Reduced |
| Strategic Blueprint, LLC | 3,917 | $873.8K | 0.05% | +240+6.5% | Added |
| Waypoint Capital Advisors, LLC | 3,956 | $882.5K | 0.19% | +35+0.9% | Added |
| SFMG, LLC | 3,965 | $884.5K | 0.07% | +19+0.5% | Added |
| Quotient Wealth Partners, LLC | 3,980 | $887.9K | 0.03% | −42−1.0% | Reduced |
| North Point Portfolio Managers Corp | 3,994 | $891.0K | 0.14% | +3,994 | New |
| Paradigm Financial Partners, LLC | 3,949 | $891.4K | 0.12% | +535+15.7% | Added |
| Icon Advisers Inc | 4,000 | $892.4K | 0.19% | −7,500−65.2% | Reduced |
| Westpac Banking Corp | 4,004 | $893.3K | 0.06% | +229+6.1% | Added |
| Allworth Financial LP | 4,012 | $895.0K | 0.01% | +41+1.0% | Added |
| Northwest Bank & Trust Co | 4,023 | $897.4K | 0.68% | +74+1.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,023 | $897.5K | 0.17% | +3,791+1,634.1% | Added |
| Atlantic Union Bankshares Corp | 4,028 | $898.6K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,044 | $902.1K | 0.05% | −272−6.3% | Reduced |
| SRN Advisors, LLC | 4,044 | $902.2K | 0.80% | −161−3.8% | Reduced |
| Virtus ETF Advisers LLC | 4,062 | $906.2K | 0.42% | +4,062 | New |
| Diversify Advisory Services, LLC | 4,163 | $923.5K | 0.05% | −194−4.5% | Reduced |
| Farther Finance Advisors, LLC | 4,146 | $925.0K | 0.03% | −179−4.1% | Reduced |
| Financial Advocates Investment Management | 4,165 | $929.2K | 0.05% | +85+2.1% | Added |
| Trust Co of Toledo NA | 4,178 | $932.1K | 0.13% | +508+13.8% | Added |
| Allred Capital Management, LLC | 4,194 | $935.6K | 0.37% | −99−2.3% | Reduced |
| GM Advisory Group, Inc. | 4,196 | $936.0K | 0.06% | +160+4.0% | Added |
| Nilsine Partners, LLC | 4,238 | $945.5K | 0.12% | −377−8.2% | Reduced |
| Essex Investment Management Co LLC | 4,267 | $951.9K | 0.17% | −15−0.4% | Reduced |
| Advance Capital Management, Inc. | 4,294 | $958.0K | 0.04% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 4,324 | $964.6K | 0.19% | +1,148+36.1% | Added |
| Quantitative Investment Management, LLC | 4,356 | $971.0K | 0.10% | +1,751+67.2% | Added |
| Journey Strategic Wealth LLC | 4,356 | $971.8K | 0.04% | +479+12.4% | Added |
| Kovitz Investment Group Partners, LLC | 11,116 | $986.8K | 0.01% | +7,380+197.5% | Added |
| National Asset Management, Inc. | 4,429 | $987.4K | 0.03% | −60−1.3% | Reduced |
| Nicolet Bankshares Inc | 4,445 | $991.6K | 0.24% | +17+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,445 | $991.7K | 0.09% | −193−4.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,468 | $996.7K | 0.20% | −246−5.2% | Reduced |
| Criterion Capital Advisors, LLC | 4,735 | $997.7K | 0.63% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,489 | $1.00M | 0.01% | +126+2.9% | Added |
| Schechter Investment Advisors, LLC | 4,513 | $1.01M | 0.07% | +75+1.7% | Added |
| Quadrant Private Wealth Management, LLC | 4,518 | $1.01M | 0.25% | +17+0.4% | Added |
| Red Door Wealth Management, LLC | 4,534 | $1.01M | 0.17% | −4−0.1% | Reduced |
| Boston Financial Mangement LLC | 4,580 | $1.02M | 0.03% | −401−8.1% | Reduced |
| Leavell Investment Management, Inc. | 4,607 | $1.03M | 0.05% | +16+0.3% | Added |
| Connecticut Wealth Management, LLC | 4,623 | $1.03M | 0.05% | +55+1.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,652 | $1.04M | 0.03% | +4,652 | New |
| Cullen/Frost Bankers, Inc. | 4,667 | $1.04M | 0.01% | +34+0.7% | Added |
| Beck Bode, LLC | 4,702 | $1.05M | 0.20% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,707 | $1.05M | 0.07% | +50+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 4,727 | $1.05M | 0.06% | +249+5.6% | Added |
| Murphy Pohlad Asset Management LLC | 4,730 | $1.06M | 0.44% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,755 | $1.06M | 0.14% | +254+5.6% | Added |
| Integrated Advisors Network LLC | 4,786 | $1.07M | 0.05% | −228−4.5% | Reduced |
| Quadcap Wealth Management, LLC | 4,806 | $1.07M | 0.17% | +1,047+27.9% | Added |
| Douglas Lane & Associates, LLC | 4,811 | $1.07M | 0.01% | −22−0.5% | Reduced |
| Marshall Financial Group LLC | 4,814 | $1.07M | 0.26% | +67+1.4% | Added |
| Csenge Advisory Group | 4,813 | $1.08M | 0.06% | −295−5.8% | Reduced |
| Manchester Capital Management LLC | 4,865 | $1.09M | 0.13% | +97+2.0% | Added |
| We Are One Seven, LLC | 4,879 | $1.09M | 0.05% | −601−11.0% | Reduced |
| nVerses Capital, LLC | 4,900 | $1.09M | 0.50% | +700+16.7% | Added |
| Pinebridge Investments, L.P. | 4,912 | $1.10M | 0.01% | −40,843−89.3% | Reduced |
| Lake Street Advisors Group, LLC | 4,924 | $1.10M | 0.05% | +57+1.2% | Added |
| HM Payson & Co | 4,937 | $1.10M | 0.02% | +131+2.7% | Added |
| West Family Investments, Inc. | 4,990 | $1.11M | 0.38% | +288+6.1% | Added |
| Charter Trust Co | 5,001 | $1.12M | 0.07% | −412−7.6% | Reduced |
| Cigna Investments Inc | 5,073 | $1.13M | 0.20% | −102−2.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.14M | 0.61% | 00.0% | Unchanged |
| Boltwood Capital Management | 5,105 | $1.14M | 0.34% | −232−4.3% | Reduced |
| Cascade Financial Partners, LLC | 5,136 | $1.14M | 0.14% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 5,146 | $1.15M | 0.77% | +1,151+28.8% | Added |
| Proequities, Inc. | 5,192 | $1.16M | 0.07% | +266+5.4% | Added |
| Canandaigua National Bank & Trust Co | 5,197 | $1.16M | 0.11% | −289−5.3% | Reduced |