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 |
|---|---|---|---|---|---|
| AA Financial Advisors, LLC | 5,201 | $1.16M | 0.34% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 5,255 | $1.17M | 0.52% | +165+3.2% | Added |
| Legacy Wealth Asset Management, LLC | 5,292 | $1.18M | 0.32% | +38+0.7% | Added |
| West Paces Advisors Inc. | 5,297 | $1.18M | 0.29% | +188+3.7% | Added |
| Ameritas Investment Partners, Inc. | 5,342 | $1.19M | 0.04% | −203−3.7% | Reduced |
| Valeo Financial Advisors, LLC | 5,391 | $1.20M | 0.03% | +74+1.4% | Added |
| Dover Advisors, LLC | 5,394 | $1.20M | 0.68% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,377 | $1.20M | 0.15% | +1,393+35.0% | Added |
| Center For Asset Management LLC | 5,496 | $1.23M | 0.73% | +100+1.9% | Added |
| Shell Asset Management Co | 5,512 | $1.23M | 0.05% | +5,512 | New |
| Oppenheimer & Co Inc | 5,526 | $1.23M | 0.02% | +122+2.3% | Added |
| Neville Rodie & Shaw Inc | 5,530 | $1.23M | 0.09% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,541 | $1.24M | 0.69% | +28+0.5% | Added |
| Dark Forest Capital Management LP | 5,548 | $1.24M | 0.16% | +5,548 | New |
| Aries Wealth Management | 5,607 | $1.25M | 0.34% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5,625 | $1.25M | 0.53% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,634 | $1.26M | 0.04% | +248+4.6% | Added |
| Global Retirement Partners, LLC | 5,663 | $1.26M | 0.04% | +25+0.4% | Added |
| D.A. Davidson & Co. | 5,664 | $1.26M | 0.01% | −1,099−16.3% | Reduced |
| Trust Asset Management LLC | 5,677 | $1.27M | 0.10% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,698 | $1.27M | 0.02% | +266+4.1% | Added |
| DF Dent & Co Inc | 5,713 | $1.27M | 0.02% | +102+1.8% | Added |
| Ironwood Investment Counsel, LLC | 5,725 | $1.28M | 0.21% | +41+0.7% | Added |
| Kathmere Capital Management, LLC | 5,732 | $1.28M | 0.12% | +654+12.9% | Added |
| AXS Investments LLC | 5,740 | $1.28M | 0.34% | −80−1.4% | Reduced |
| US Asset Management LLC | 5,678 | $1.28M | 1.13% | −19−0.3% | Reduced |
| Brighton Jones LLC | 5,778 | $1.29M | 0.05% | −4,357−43.0% | Reduced |
| Buckingham Strategic Partners | 5,815 | $1.30M | 0.03% | +104+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,866 | $1.31M | 0.18% | −116−1.9% | Reduced |
| Andra AP-fonden | 5,900 | $1.32M | 0.02% | −13,100−68.9% | Reduced |
| Fox Run Management, L.L.C. | 5,951 | $1.33M | 0.30% | +5,951 | New |
| Concord Asset Management, LLC | 5,964 | $1.33M | 0.30% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,025 | $1.34M | 0.03% | +493+8.9% | Added |
| Peapack Gladstone Financial Corp | 6,047 | $1.35M | 0.02% | +27+0.4% | Added |
| Highview Capital Management LLC | 6,048 | $1.35M | 0.55% | +293+5.1% | Added |
| Concord Wealth Partners | 6,077 | $1.36M | 0.23% | +7+0.1% | Added |
| Elmwood Wealth Management, Inc. | 6,112 | $1.36M | 0.56% | −149−2.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,140 | $1.37M | 0.38% | +313+5.4% | Added |
| Gries Financial LLC | 6,170 | $1.38M | 0.26% | +517+9.1% | Added |
| Qsemble Capital Management, LP | 6,197 | $1.38M | 0.25% | +2,152+53.2% | Added |
| Ferguson Wellman Capital Management, Inc | 6,209 | $1.39M | 0.03% | −7−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,235 | $1.39M | 0.07% | +1,754+39.1% | Added |
| Exchange Bank | 6,239 | $1.39M | 1.14% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 6,269 | $1.40M | 0.13% | −1,967−23.9% | Reduced |
| Venture Visionary Partners LLC | 6,282 | $1.40M | 0.06% | −4,122−39.6% | Reduced |
| United Bank | 6,298 | $1.41M | 0.65% | +32+0.5% | Added |
| Checchi Capital Advisers, LLC | 6,308 | $1.41M | 0.10% | −235−3.6% | Reduced |
| Eqis Capital Management, Inc. | 6,380 | $1.42M | 0.11% | +298+4.9% | Added |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.44M | 0.13% | 00.0% | Unchanged |
| Crestline Management, LP | 6,452 | $1.44M | 0.08% | +6,452 | New |
| Shelton Capital Management | 6,598 | $1.47M | 0.04% | −10,387−61.2% | Reduced |
| NorthRock Partners, LLC | 6,653 | $1.48M | 0.05% | +156+2.4% | Added |
| LMCG Investments, LLC | 6,672 | $1.49M | 0.09% | −19−0.3% | Reduced |
| Groupama Asset Managment | 8,335 | $1.49M | 0.04% | +40+0.5% | Added |
| Smithfield Trust Co | 6,703 | $1.50M | 0.07% | +30.0% | Added |
| Boyd Watterson Asset Management LLC | 6,730 | $1.50M | 0.41% | +32+0.5% | Added |
| Fidelis Capital Partners, LLC | 6,759 | $1.51M | 0.18% | −93−1.4% | Reduced |
| Aigen Investment Management, LP | 6,804 | $1.52M | 0.30% | −4,052−37.3% | Reduced |
| Machina Capital S.A.S. | 6,846 | $1.53M | 0.61% | +6,846 | New |
| Concurrent Investment Advisors, LLC | 6,890 | $1.54M | 0.05% | +998+16.9% | Added |
| RCS Financial Planning, LLC | 6,904 | $1.54M | 0.86% | −10.0% | Reduced |
| Pensionfund Sabic | 7,000 | $1.56M | 0.49% | −2,000−22.2% | Reduced |
| Summit Trail Advisors, LLC | 7,035 | $1.57M | 0.04% | +1,531+27.8% | Added |
| Parallel Advisors, LLC | 7,055 | $1.57M | 0.04% | +337+5.0% | Added |
| MAI Capital Management | 7,144 | $1.59M | 0.02% | −4,474−38.5% | Reduced |
| TCTC Holdings, LLC | 7,166 | $1.60M | 0.05% | −572−7.4% | Reduced |
| Norway Savings Bank | 7,171 | $1.60M | 0.87% | +461+6.9% | Added |
| Thompson Siegel & Walmsley LLC | 7,182 | $1.60M | 0.02% | +8+0.1% | Added |
| Wedmont Private Capital | 7,322 | $1.61M | 0.09% | +267+3.8% | Added |
| WSFS Capital Management, LLC | 7,220 | $1.61M | 0.09% | −628−8.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,248 | $1.62M | 0.10% | +7,248 | New |
| Relyea Zuckerberg Hanson LLC | 7,390 | $1.65M | 0.25% | −354−4.6% | Reduced |
| Chesley Taft & Associates LLC | 7,391 | $1.65M | 0.08% | 00.0% | Unchanged |
| Matrix Trust Co | 7,399 | $1.65M | 0.31% | −104−1.4% | Reduced |
| Wimmer Associates 1, LLC | 7,570 | $1.69M | 0.83% | −40−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,583 | $1.69M | 0.34% | −1,213−13.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,674 | $1.71M | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,689 | $1.72M | 0.09% | −1,020−11.7% | Reduced |
| DoubleLine ETF Adviser LP | 7,728 | $1.72M | 0.42% | −506−6.1% | Reduced |
| Lantz Financial LLC | 7,739 | $1.73M | 0.47% | +27+0.4% | Added |
| Profund Advisors LLC | 7,774 | $1.73M | 0.07% | +353+4.8% | Added |
| PDT Partners, LLC | 7,850 | $1.75M | 0.16% | −33−0.4% | Reduced |
| Adviser Investments LLC | 7,867 | $1.76M | 0.02% | +257+3.4% | Added |
| Advisory Services Network, LLC | 8,337 | $1.76M | 0.04% | 00.0% | Unchanged |
| Citizens & Northern Corp | 7,878 | $1.76M | 0.53% | +708+9.9% | Added |
| Brophy Wealth Management, LLC | 7,880 | $1.76M | 0.63% | +7,880 | New |
| iA Global Asset Management Inc. | 7,935 | $1.77M | 0.03% | +3,816+92.6% | Added |
| PFG Advisors | 7,956 | $1.77M | 0.11% | −1,312−14.2% | Reduced |
| Meeder Advisory Services, Inc. | 7,969 | $1.78M | 0.12% | −60−0.7% | Reduced |
| LS Investment Advisors, LLC | 8,005 | $1.79M | 0.26% | 00.0% | Unchanged |
| Headlands Technologies LLC | 8,009 | $1.79M | 0.21% | +8,009 | New |
| IAM Advisory, LLC | 8,068 | $1.80M | 0.45% | +161+2.0% | Added |
| Citizens Financial Group Inc | 8,089 | $1.80M | 0.04% | +595+7.9% | Added |
| Syon Capital LLC | 8,137 | $1.82M | 0.16% | −45−0.5% | Reduced |
| First National Trust Co | 8,193 | $1.83M | 0.07% | −32−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,217 | $1.83M | 0.18% | +3,460+72.7% | Added |
| Landscape Capital Management, L.L.C. | 8,223 | $1.83M | 0.19% | −1,853−18.4% | Reduced |
| Clearstead Advisors, LLC | 8,266 | $1.84M | 0.03% | +215+2.7% | Added |
| TD Private Client Wealth LLC | 8,279 | $1.85M | 0.05% | +92+1.1% | Added |
| Scientech Research LLC | 8,310 | $1.85M | 0.37% | +8,310 | New |