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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 1,483 | $330.8K | 0.07% | +45+3.1% | Added |
| ICONIQ Capital, LLC | 1,474 | $329.0K | 0.01% | +1,474 | New |
| Umb Bank N A | 1,472 | $328.4K | 0.01% | −56−3.7% | Reduced |
| Lindbrook Capital, LLC | 1,468 | $327.5K | 0.03% | +33+2.3% | Added |
| HCR Wealth Advisors | 1,467 | $327.3K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,463 | $326.4K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,459 | $325.5K | 0.02% | −130−8.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,451 | $323.7K | 0.01% | +106+7.9% | Added |
| Fayez Sarofim & Co | 1,450 | $323.5K | 0.00% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,447 | $322.8K | 0.16% | +1,447 | New |
| Drive Wealth Management, LLC | 1,441 | $321.5K | 0.08% | +59+4.3% | Added |
| MBB Public Markets I LLC | 1,440 | $321.3K | 0.03% | −33,227−95.8% | Reduced |
| Essex Savings Bank | 1,437 | $320.6K | 0.08% | −16−1.1% | Reduced |
| Bank of New Hampshire | 1,435 | $320.1K | 0.08% | −300−17.3% | Reduced |
| PFS Partners, LLC | 1,434 | $319.9K | 0.18% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,433 | $319.7K | 0.07% | +1,433 | New |
| Diligent Investors, LLC | 1,425 | $317.9K | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,420 | $316.9K | 0.01% | −25−1.7% | Reduced |
| New Potomac Partners, LLC | 1,420 | $316.8K | 0.16% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 1,417 | $316.1K | 0.22% | 00.0% | Unchanged |
| Umpqua Bank | 1,410 | $314.6K | 0.12% | +30+2.2% | Added |
| Inscription Capital, LLC | 1,409 | $314.3K | 0.05% | +14+1.0% | Added |
| Blueshift Asset Management, LLC | 1,405 | $313.4K | 0.08% | +1,405 | New |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $313.0K | 0.03% | +335+31.4% | Added |
| Rehmann Capital Advisory Group | 1,399 | $312.3K | 0.02% | +7+0.5% | Added |
| Cromwell Holdings LLC | 1,390 | $310.1K | 0.20% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,389 | $309.9K | 0.03% | +60+4.5% | Added |
| Braun-Bostich & Associates Inc. | 1,388 | $309.6K | 0.22% | +121+9.6% | Added |
| Aveo Capital Partners, LLC | 1,384 | $308.8K | 0.03% | +111+8.7% | Added |
| FSM Wealth Advisors, LLC | 1,383 | $308.6K | 0.08% | +101+7.9% | Added |
| Daymark Wealth Partners, LLC | 1,374 | $306.6K | 0.01% | −417−23.3% | Reduced |
| Mairs & Power Inc | 1,374 | $306.5K | 0.00% | +36+2.7% | Added |
| Klingenstein Fields & Co LP | 1,370 | $305.6K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,370 | $305.6K | 0.18% | +124+10.0% | Added |
| Prestige Wealth Management Group LLC | 1,369 | $305.5K | 0.06% | −1,244−47.6% | Reduced |
| ORG Partners LLC | 1,364 | $304.3K | 0.05% | −65−4.5% | Reduced |
| Marcum Wealth, LLC | 1,362 | $303.8K | 0.03% | −230−14.4% | Reduced |
| Tyche Wealth Partners LLC | 1,356 | $302.5K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,355 | $302.3K | 0.01% | −23−1.7% | Reduced |
| Everett Harris & Co | 1,354 | $302.1K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,354 | $302.1K | 0.14% | +1,354 | New |
| Hollencrest Capital Management | 1,352 | $301.6K | 0.01% | +194+16.8% | Added |
| Rice Hall James & Associates, LLC | 1,350 | $301.2K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,350 | $301.2K | 0.09% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,346 | $300.3K | 0.03% | −88−6.1% | Reduced |
| Busey Wealth Management | 1,342 | $299.4K | 0.01% | +12+0.9% | Added |
| Tuttle Tactical Management | 1,342 | $299.4K | 1.63% | +174+14.9% | Added |
| Legacy Advisory Services, LLC | 1,341 | $299.2K | 0.26% | +5+0.4% | Added |
| Farmers & Merchants Investments Inc | 1,338 | $298.5K | 0.01% | 00.0% | Unchanged |
| Dempze Nancy E | 1,330 | $296.7K | 0.17% | −70−5.0% | Reduced |
| Resources Management Corp | 1,325 | $296.0K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,310 | $292.2K | 0.04% | +1,310 | New |
| HTLF Bank | 1,299 | $289.8K | 0.03% | −300−18.8% | Reduced |
| Onefund, LLC | 1,292 | $288.2K | 0.29% | +6+0.5% | Added |
| Stratos Wealth Advisors, LLC | 1,288 | $287.4K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,288 | $287.3K | 0.01% | −7,390−85.2% | Reduced |
| Thrive Capital Management, LLC | 1,285 | $286.8K | 0.14% | +1+0.1% | Added |
| Stiles Financial Services Inc | 1,285 | $286.6K | 0.10% | −81−5.9% | Reduced |
| Nwam LLC | 1,285 | $286.6K | 0.02% | −1−0.1% | Reduced |
| Vestor Capital, LLC | 1,282 | $286.0K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,281 | $285.8K | 0.07% | +16+1.3% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $284.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,277 | $284.9K | 0.01% | +948+288.1% | Added |
| SageView Advisory Group, LLC | 1,276 | $284.7K | 0.01% | −3,356−72.5% | Reduced |
| Continuum Advisory, LLC | 1,271 | $281.5K | 0.04% | +470+58.7% | Added |
| Sapient Capital LLC | 1,259 | $280.9K | 0.01% | +10+0.8% | Added |
| Prelude Capital Management, LLC | 1,258 | $280.6K | 0.02% | +1,258 | New |
| Twin Focus Capital Partners, LLC | 1,253 | $279.6K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,251 | $279.1K | 0.02% | +142+12.8% | Added |
| Cornerstone Wealth Group, LLC | 1,250 | $278.9K | 0.02% | +40+3.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,249 | $278.5K | 0.09% | +1,249 | New |
| Verdence Capital Advisors LLC | 1,245 | $277.7K | 0.02% | +216+21.0% | Added |
| Trilogy Capital Inc. | 1,244 | $277.5K | 0.01% | −117−8.6% | Reduced |
| Austin Private Wealth, LLC | 1,235 | $275.5K | 0.03% | +38+3.2% | Added |
| Ballast, Inc. | 1,231 | $274.6K | 0.08% | −25−2.0% | Reduced |
| Pallas Capital Advisors LLC | 1,233 | $274.4K | 0.01% | +39+3.3% | Added |
| Smart Money Group LLC | 1,252 | $273.3K | 0.10% | +1,252 | New |
| Park Place Capital Corp | 1,217 | $271.5K | 0.08% | −188−13.4% | Reduced |
| Parthenon LLC | 1,213 | $270.6K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,211 | $270.2K | 0.13% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,210 | $270.0K | 0.01% | +13+1.1% | Added |
| Great Lakes Advisors, LLC | 1,209 | $269.7K | 0.00% | −27−2.2% | Reduced |
| First Nebraska Trust Co | 1,206 | $269.0K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,206 | $269.0K | 0.06% | +143+13.5% | Added |
| Perpetual Ltd | 1,200 | $267.7K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $267.7K | 0.07% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $267.7K | 0.15% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,197 | $267.0K | 0.01% | −1,993−62.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,189 | $265.3K | 0.16% | +9+0.8% | Added |
| Simplicity Wealth,LLC | 1,187 | $264.9K | 0.02% | −30,026−96.2% | Reduced |
| Parkside Financial Bank & Trust | 1,186 | $264.6K | 0.04% | +30+2.6% | Added |
| Northside Capital Management, LLC | 1,185 | $264.4K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,184 | $264.1K | 0.01% | −38−3.1% | Reduced |
| Main Street Financial Solutions, LLC | 1,177 | $262.6K | 0.02% | −862−42.3% | Reduced |
| Rossmore Private Capital | 1,166 | $260.1K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,166 | $260.0K | 0.01% | −2,581−68.9% | Reduced |
| Destination Wealth Management | 1,159 | $258.6K | 0.01% | +188+19.4% | Added |
| Chicago Partners Investment Group LLC | 1,156 | $258.4K | 0.01% | +1,156 | New |
| Fisher Asset Management, LLC | 1,157 | $258.3K | 0.00% | −413−26.3% | Reduced |
| Tyler-Stone Wealth Management | 1,149 | $256.3K | 0.05% | +685+147.6% | Added |