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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.

Institutional holdersQ3 2024: 1,531 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ3 2024: $97.1B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$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.

Institutions holding MRSH in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kanawha Capital Management LLC1,960$437.3K0.03%−43−2.1%Reduced
Wallace Capital Management Inc.1,960$437.3K0.06%00.0%Unchanged
L2 Asset Management, LLC1,952$435.5K0.12%+66+3.5%Added
Baker Ellis Asset Management LLC1,948$434.6K0.06%+336+20.8%Added
Optas, LLC1,943$433.5K0.10%+58+3.1%Added
Eastern Bank1,942$433.2K0.01%+1,942New
Willow Creek Wealth Management Inc.1,940$432.8K0.05%00.0%Unchanged
CKW Financial Group1,937$432.0K0.05%+3+0.2%Added
Bridgefront Capital, LLC1,935$431.7K0.17%+654+51.1%Added
Cypress Capital Group1,918$427.9K0.05%+24+1.3%Added
Evergreen Capital Management LLC1,912$426.6K0.01%+121+6.8%Added
Alera Investment Advisors, LLC1,910$426.1K0.05%−76−3.8%Reduced
Roble, Belko & Company, Inc1,910$426.0K0.07%00.0%Unchanged
SeaCrest Wealth Management, LLC1,891$421.9K0.05%+11+0.6%Added
Aprio Wealth Management, LLC1,890$421.6K0.07%+139+7.9%Added
Acima Private Wealth, LLC1,881$419.6K0.14%00.0%Unchanged
Jones Financial Companies LLLP1,873$419.1K0.00%+635+51.3%Added
Schear Investment Advisers, LLC1,862$415.4K0.26%+428+29.8%Added
Hall Laurie J Trustee1,860$415.0K0.13%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC1,856$414.1K0.08%+54+3.0%Added
Heritage Wealth Management, Inc.1,852$413.2K0.14%00.0%Unchanged
Abner Herrman & Brock LLC1,850$413.0K0.05%00.0%Unchanged
TCI Wealth Advisors, Inc.1,850$412.7K0.03%+257+16.1%Added
Gilbert & Cook, Inc.1,846$411.8K0.06%00.0%Unchanged
Westover Capital Advisors, LLC1,843$411.2K0.08%00.0%Unchanged
Modera Wealth Management, LLC1,839$410.2K0.01%−34−1.8%Reduced
Prossimo Advisors, LLC1,827$408.0K0.30%+95+5.5%Added
Motco1,827$407.6K0.04%+71+4.0%Added
GLOBALT Investments LLC1,826$407.4K0.02%−8−0.4%Reduced
Journey Advisory Group, LLC1,920$404.6K0.05%00.0%Unchanged
First Affirmative Financial Network1,813$404.6K0.22%+249+15.9%Added
Norris Perne & French LLP1,802$402.0K0.03%00.0%Unchanged
Litman Gregory Asset Management LLC1,800$401.6K0.03%00.0%Unchanged
Cassady Schiller Wealth Management, LLC1,798$401.1K0.15%00.0%Unchanged
Dillon & Associates Inc1,800$401.0K0.06%00.0%Unchanged
New Hampshire Trust1,778$396.7K0.08%00.0%Unchanged
Mayport, LLC1,768$394.4K0.13%00.0%Unchanged
Rothschild Investment LLC1,767$394.2K0.03%−325−15.5%Reduced
Hexagon Capital Partners LLC1,759$392.4K0.08%+93+5.6%Added
AdvisorNet Financial, Inc1,757$392.0K0.03%+95+5.7%Added
Cahaba Wealth Management, Inc.1,753$391.1K0.03%00.0%Unchanged
Advisors Capital Management, LLC1,750$391.0K0.01%+65+3.9%Added
MCF Advisors LLC1,745$389.3K0.03%+10+0.6%Added
Guardian Wealth Advisors, LLC1,745$389.3K0.04%+588+50.8%Added
Ewa, LLC1,740$385.4K0.14%+19+1.1%Added
Clarkston Capital Partners, LLC1,725$384.8K0.01%00.0%Unchanged
USA Financial Portformulas Corp1,724$384.6K0.06%−136−7.3%Reduced
Outlook Wealth Advisors, LLC1,718$383.3K0.11%+94+5.8%Added
Douglass Winthrop Advisors, LLC1,708$381.0K0.01%−48−2.7%Reduced
Talon Private Wealth, LLC1,708$381.0K0.08%+1,708New
SOA Wealth Advisors, LLC.1,707$380.8K0.07%−27−1.6%Reduced
Jarislowsky, Fraser Ltd1,700$379.3K0.00%00.0%Unchanged
Catalyst Financial Partners LLC1,698$378.8K0.07%+127+8.1%Added
Verus Capital Partners, LLC1,691$377.2K0.04%−98−5.5%Reduced
Koshinski Asset Management, Inc.1,681$375.0K0.03%−24−1.4%Reduced
RDA Financial Network1,680$374.9K0.12%−120−6.7%Reduced
LGT Group Foundation1,680$374.8K0.01%−16,680−90.8%Reduced
Kinloch Capital, LLC1,672$373.0K0.18%−23−1.4%Reduced
Davis R M Inc1,662$370.8K0.01%00.0%Unchanged
Moors & Cabot, Inc.1,661$370.7K0.02%−59−3.4%Reduced
Oxford Asset Management LLP1,658$369.9K0.31%+1,658New
Readystate Asset Management LP1,644$366.8K0.02%+1,644New
Lockerman Financial Group, Inc.1,641$366.1K0.62%+8+0.5%Added
Meridian Wealth Advisors, LLC1,641$366.1K0.06%−6−0.4%Reduced
Dechtman Wealth Management, LLC1,631$363.8K0.07%+2+0.1%Added
Investment Partners, Ltd.1,625$362.5K0.15%−94−5.5%Reduced
Boothbay Fund Management, LLC1,621$361.6K0.01%+1,621New
Cornerstone Advisory, LLC1,613$359.8K0.05%+1+0.1%Added
Plante Moran Financial Advisors, LLC1,611$359.4K0.03%00.0%Unchanged
Evoke Wealth, LLC1,610$359.1K0.01%+1,610New
Mark Sheptoff Financial Planning, LLC1,609$359.0K0.19%00.0%Unchanged
Palisades Hudson Asset Management, L.P.1,607$358.0K0.15%00.0%Unchanged
Flagship Harbor Advisors, LLC1,602$357.4K0.02%00.0%Unchanged
Fundamentun, LLC1,599$356.8K0.02%+118+8.0%Added
Capital Wealth Planning, LLC1,596$356.1K0.00%00.0%Unchanged
Central Trust Co1,595$355.8K0.01%+54+3.5%Added
Carret Asset Management, LLC1,590$354.7K0.04%+10+0.6%Added
Berkshire Asset Management LLC1,683$354.6K0.02%00.0%Unchanged
Acorn Creek Capital LLC1,588$354.3K0.19%+8+0.5%Added
Angeles Wealth Management, LLC1,586$353.8K0.03%+65+4.3%Added
Trust Co of Virginia1,585$353.6K0.03%00.0%Unchanged
Capital Management Corp1,580$352.5K0.06%00.0%Unchanged
Sterling Group Wealth Management, LLC1,575$351.4K0.19%00.0%Unchanged
SlateStone Wealth, LLC1,575$351.0K0.03%+2+0.1%Added
Callan Family Office, LLC1,572$350.7K0.06%+194+14.1%Added
Fielder Capital Group LLC1,554$346.6K0.11%00.0%Unchanged
Veracity Capital LLC1,547$345.2K0.13%+32+2.1%Added
Detalus Advisors, LLC1,541$343.8K0.11%00.0%Unchanged
Bailard, Inc.1,537$342.9K0.01%+7+0.5%Added
Summit Global Investments1,535$342.0K0.02%+208+15.7%Added
Sweet Financial Partners, LLC1,532$341.8K0.07%−1,127−42.4%Reduced
Mitchell & Pahl Private Wealth, LLC1,530$341.3K0.16%−27−1.7%Reduced
Rockland Trust Co1,523$339.8K0.02%−481−24.0%Reduced
OneAscent Financial Services LLC1,517$338.0K0.24%+1,517New
Northeast Financial Consultants Inc1,514$337.8K0.01%+14+0.9%Added
Vicus Capital1,511$337.1K0.03%+226+17.6%Added
Clark Capital Management Group, Inc.1,506$336.0K0.00%−85−5.3%Reduced
Catalyst Funds Management Pty Ltd1,500$334.6K0.07%+1,400+1,400.0%Added
Deseret Mutual Benefit Administrators1,492$332.9K0.17%−65−4.2%Reduced
Insigneo Advisory Services, LLC1,484$331.1K0.03%−389−20.8%Reduced