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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 2,800 | $624.7K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,752 | $614.0K | 0.03% | +114+4.3% | Added |
| SWMG, LLC | 2,719 | $613.8K | 0.25% | +2,719 | New |
| Massmutual Trust Co FSB | 2,732 | $609.5K | 0.02% | −667−19.6% | Reduced |
| Vista Wealth Management Group, LLC | 2,721 | $607.0K | 0.04% | +60+2.3% | Added |
| Forum Financial Management, LP | 2,676 | $597.0K | 0.01% | +4+0.1% | Added |
| Neo Ivy Capital Management | 2,664 | $594.0K | 0.19% | +2,664 | New |
| Premier Path Wealth Partners, LLC | 2,660 | $593.5K | 0.09% | −2−0.1% | Reduced |
| Capital Advisors Inc | 2,655 | $592.3K | 0.01% | −27−1.0% | Reduced |
| Fluent Financial, LLC | 2,651 | $591.4K | 0.28% | −254−8.7% | Reduced |
| GeoWealth Management, LLC | 2,646 | $590.3K | 0.02% | −540−16.9% | Reduced |
| Amplius Wealth Advisors, LLC | 2,640 | $589.0K | 0.06% | −10−0.4% | Reduced |
| Pure Financial Advisors, Inc. | 2,626 | $585.9K | 0.01% | +29+1.1% | 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 |
| Ashton Thomas Private Wealth, LLC | 2,615 | $583.3K | 0.03% | +661+33.8% | Added |
| Avestar Capital, LLC | 2,611 | $582.5K | 0.06% | −403−13.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,600 | $580.0K | 0.35% | +350+15.6% | Added |
| PDS Planning, Inc | 2,588 | $577.4K | 0.05% | −8−0.3% | Reduced |
| James Hambro & Partners | 2,586 | $576.9K | 0.02% | +100+4.0% | Added |
| Legacy Capital Group California, Inc. | 2,570 | $573.3K | 0.19% | +14+0.5% | Added |
| REDW Wealth LLC | 2,537 | $566.0K | 0.15% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,525 | $563.4K | 0.01% | +241+10.6% | Added |
| TFB Advisors LLC | 2,525 | $563.3K | 0.17% | −48−1.9% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $563.1K | 0.52% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,525 | $563.0K | 0.27% | −9−0.4% | Reduced |
| Broderick Brian C | 2,500 | $557.7K | 0.11% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,496 | $556.8K | 0.29% | −42−1.7% | Reduced |
| Advisors Preferred, LLC | 2,492 | $555.2K | 0.08% | +851+51.9% | Added |
| ARS Investment Partners, LLC | 2,478 | $552.8K | 0.05% | +25+1.0% | Added |
| Cynosure Management, LLC | 2,469 | $550.8K | 0.08% | +57+2.4% | Added |
| My Legacy Advisors, LLC | 2,455 | $547.7K | 0.22% | −204−7.7% | Reduced |
| Florida Financial Advisors, LLC | 2,453 | $547.2K | 0.28% | −232−8.6% | Reduced |
| Geller Advisors LLC | 2,447 | $545.9K | 0.04% | +31+1.3% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $543.4K | 0.36% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,422 | $540.3K | 0.16% | +21+0.9% | Added |
| Glenview Trust Co | 2,421 | $540.1K | 0.01% | +158+7.0% | Added |
| PFG Investments, LLC | 2,413 | $538.2K | 0.03% | −30−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,402 | $536.1K | 0.04% | −145−5.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,392 | $533.6K | 0.05% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,391 | $533.4K | 0.32% | −38−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,381 | $531.2K | 0.03% | +10+0.4% | Added |
| Verdad Advisers, LP | 2,372 | $529.2K | 0.71% | +2,372 | New |
| Patrick M Sweeney & Associates, Inc | 2,368 | $528.4K | 0.39% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,360 | $526.5K | 0.08% | −10.0% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $526.3K | 0.25% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,355 | $525.0K | 0.22% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,352 | $524.8K | 0.04% | +585+33.1% | Added |
| ASB Consultores, LLC | 2,352 | $524.7K | 0.21% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,349 | $524.0K | 0.07% | +14+0.6% | Added |
| Chesapeake Asset Management LLC | 2,347 | $523.6K | 0.45% | +108+4.8% | Added |
| Penserra Capital Management LLC | 2,349 | $523.0K | 0.01% | +30+1.3% | Added |
| Dynamic Advisor Solutions LLC | 2,343 | $522.8K | 0.02% | +52+2.3% | Added |
| Lecap Asset Management Ltd | 2,330 | $519.8K | 0.11% | +2,330 | New |
| Proficio Capital Partners LLC | 2,316 | $516.6K | 0.05% | −679−22.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,314 | $516.3K | 0.09% | +92+4.1% | Added |
| Opus Capital Group, LLC | 2,291 | $511.0K | 0.06% | +146+6.8% | Added |
| Ambassador Advisors, LLC | 2,272 | $506.9K | 0.09% | −74−3.2% | Reduced |
| Dogwood Wealth Management LLC | 2,269 | $506.2K | 0.29% | +1,297+133.4% | Added |
| Hamilton Point Investment Advisors, LLC | 2,266 | $505.5K | 0.09% | +2,266 | New |
| Catalina Capital Group, LLC | 2,260 | $504.2K | 0.17% | +111+5.2% | Added |
| Sigma Planning Corp | 2,260 | $504.1K | 0.02% | −2−0.1% | Reduced |
| Talisman Wealth Advisors LLC | 2,234 | $500.3K | 0.53% | −30−1.3% | Reduced |
| Evernest Financial Advisors, LLC | 2,231 | $497.7K | 0.13% | +158+7.6% | Added |
| Tower Bridge Advisors | 2,218 | $494.8K | 0.05% | +89+4.2% | Added |
| Green Harvest Asset Management LLC | 2,217 | $494.7K | 0.01% | +673+43.6% | Added |
| Mattern Capital Management, LLC | 2,209 | $492.8K | 0.06% | +258+13.2% | Added |
| Lakeview Capital Partners, LLC | 2,195 | $489.7K | 0.08% | +2,195 | New |
| Everpar Advisors LLC | 2,165 | $483.0K | 0.25% | −39−1.8% | Reduced |
| Oak Thistle LLC | 2,160 | $481.9K | 0.16% | +2,160 | New |
| Harvest Fund Management Co., Ltd | 2,144 | $478.0K | 0.03% | +1,535+252.1% | Added |
| WestHill Financial Advisors, Inc. | 2,142 | $477.9K | 0.11% | +44+2.1% | Added |
| Parsons Capital Management Inc | 2,131 | $475.4K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,116 | $472.0K | 0.09% | +100+5.0% | Added |
| Mather Group, LLC. | 2,114 | $471.6K | 0.01% | +136+6.9% | Added |
| Independent Advisor Alliance | 2,112 | $471.3K | 0.02% | −5−0.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $468.5K | 0.13% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,098 | $468.0K | 0.01% | −77−3.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,095 | $467.0K | 0.02% | −100−4.6% | Reduced |
| Congress Asset Management Co | 2,087 | $465.6K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,080 | $464.1K | 0.01% | +34+1.7% | Added |
| Equitable Holdings, Inc. | 2,072 | $462.2K | 0.00% | +151+7.9% | Added |
| Gryphon Financial Partners LLC | 2,069 | $461.7K | 0.06% | +380+22.5% | Added |
| Tradewinds, LLC. | 2,067 | $461.2K | 0.14% | −11−0.5% | Reduced |
| Smith, Salley & Associates | 2,066 | $460.9K | 0.03% | −10−0.5% | Reduced |
| Simon Quick Advisors, LLC | 2,063 | $460.2K | 0.03% | +235+12.9% | Added |
| Global Endowment Management, LP | 2,059 | $459.3K | 0.05% | +2,059 | New |
| Keel Point, LLC | 2,058 | $459.2K | 0.04% | −5−0.2% | Reduced |
| Core Alternative Capital | 2,056 | $458.7K | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,034 | $453.9K | 0.02% | +8+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 2,033 | $453.5K | 0.04% | +147+7.8% | Added |
| Merrion Investment Management Co, LLC | 2,031 | $453.1K | 0.30% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,030 | $452.9K | 0.04% | −1,302−39.1% | Reduced |
| Gratus Wealth Advisors, LLC | 2,060 | $452.7K | 0.07% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,035 | $451.9K | 0.31% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,011 | $448.7K | 0.07% | +37+1.9% | Added |
| Kornitzer Capital Management Inc | 2,000 | $446.2K | 0.01% | +1,000+100.0% | Added |
| S&CO Inc | 2,000 | $446.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,985 | $442.8K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,984 | $442.6K | 0.03% | −159−7.4% | Reduced |