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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 1,142 | $254.9K | 0.02% | +58+5.4% | Added |
| Colonial Trust Co | 1,142 | $254.7K | 0.04% | −35−3.0% | Reduced |
| Sivia Capital Partners, LLC | 1,139 | $254.2K | 0.15% | +3+0.3% | Added |
| Schulz Wealth, LTD. | 1,135 | $253.2K | 0.20% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,135 | $253.2K | 0.07% | +163+16.8% | Added |
| Bridgewater Associates, LP | 1,132 | $252.5K | 0.00% | −3,415−75.1% | Reduced |
| OneAscent Wealth Management LLC | 1,128 | $252.0K | 0.10% | +1,128 | New |
| Avantax Planning Partners, Inc. | 1,129 | $251.9K | 0.01% | −825−42.2% | Reduced |
| Grove Bank & Trust | 1,117 | $249.2K | 0.04% | +105+10.4% | Added |
| Riverview Trust Co | 1,116 | $249.0K | 0.22% | +6+0.5% | Added |
| Principle Wealth Partners LLC | 1,116 | $249.0K | 0.02% | +166+17.5% | Added |
| EagleClaw Capital Managment, LLC | 1,114 | $248.5K | 0.04% | −150−11.9% | Reduced |
| WealthBridge Capital Management, LLC | 1,113 | $248.3K | 0.07% | +1,113 | New |
| Avidian Wealth Solutions, LLC | 1,111 | $248.0K | 0.01% | +15+1.4% | Added |
| Wesbanco Bank Inc | 1,105 | $246.5K | 0.01% | −39−3.4% | Reduced |
| Beck Mack & Oliver LLC | 1,100 | $245.4K | 0.00% | −20−1.8% | Reduced |
| Fortress Wealth Group, LLC | 1,105 | $245.2K | 0.12% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,099 | $245.2K | 0.11% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,096 | $244.5K | 0.00% | −6,035−84.6% | Reduced |
| Citizens Business Bank | 1,096 | $244.5K | 0.05% | +1,096 | New |
| BSW Wealth Partners | 1,086 | $242.3K | 0.04% | +53+5.1% | Added |
| Ariston Services Group | 1,083 | $241.6K | 0.21% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,080 | $241.0K | 0.01% | −7−0.6% | Reduced |
| Voya Financial Advisors, Inc. | 1,060 | $237.4K | 0.03% | −272−20.4% | Reduced |
| Prairieview Wealth Partners, LLC | 1,063 | $237.1K | 0.26% | +60+6.0% | Added |
| Middleton & Co Inc | 1,060 | $236.5K | 0.03% | 00.0% | Unchanged |
| Cedrus LLC | 1,052 | $234.7K | 0.09% | +55+5.5% | Added |
| Patron Partners Advisors, LLC | 1,051 | $234.5K | 0.13% | −199−15.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,047 | $233.6K | 0.03% | +1,047 | New |
| Family Investment Center, Inc. | 1,047 | $233.6K | 0.06% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,045 | $233.1K | 0.09% | +82+8.5% | Added |
| Charter Oak Capital Management, LLC | 1,045 | $233.1K | 0.02% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,043 | $232.7K | 0.11% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,042 | $232.5K | 0.01% | +1,042 | New |
| Advisor Resource Council | 1,039 | $231.8K | 0.11% | +1,039 | New |
| Horizon Bancorp Inc | 1,025 | $229.0K | 0.11% | +15+1.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,024 | $228.4K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,022 | $228.0K | 0.06% | +8+0.8% | Added |
| BayBridge Capital Group, LLC | 1,022 | $228.0K | 0.16% | +4+0.4% | Added |
| Means Investment Co., Inc. | 1,021 | $227.7K | 0.03% | +1+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 1,019 | $227.3K | 0.02% | +1,019 | New |
| First Trust Investment Solutions L.P. | 1,019 | $227.3K | 0.03% | +1,019 | New |
| Astoria Portfolio Advisors LLC. | 1,009 | $227.1K | 0.08% | −4−0.4% | Reduced |
| Richard P Slaughter Associates Inc | 1,013 | $226.0K | 0.05% | +13+1.3% | Added |
| Dudley Capital Management, LLC | 1,010 | $225.3K | 0.12% | 00.0% | Unchanged |
| Members Advisory Group LLC | 1,007 | $224.7K | 0.11% | +4+0.4% | Added |
| Alpha Family Trust | 1,005 | $224.2K | 0.13% | 00.0% | Unchanged |
| Code Waechter LLC | 1,003 | $224.0K | 0.21% | +1,003 | New |
| Financial Advisory Service, Inc. | 1,002 | $223.6K | 0.02% | +2+0.2% | Added |
| Bluesphere Advisors, LLC | 1,000 | $223.1K | 0.11% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,000 | $223.0K | 0.12% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 994 | $222.6K | 0.22% | +994 | New |
| Principal Street Partners, LLC | 1,055 | $222.4K | 0.04% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 996 | $222.2K | 0.14% | +33+3.4% | Added |
| Kingfisher Capital LLC | 995 | $222.0K | 0.05% | −47−4.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 989 | $220.7K | 0.05% | +989 | New |
| Regent Peak Wealth Advisors LLC | 987 | $220.2K | 0.05% | −39−3.8% | Reduced |
| Advisory Alpha, LLC | 984 | $219.6K | 0.01% | −6−0.6% | Reduced |
| Bank of Nova Scotia Trust Co | 980 | $218.6K | 0.02% | +8+0.8% | Added |
| Appleton Partners Inc | 975 | $218.0K | 0.02% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 977 | $217.7K | 0.08% | −30−3.0% | Reduced |
| Jacobi Capital Management LLC | 975 | $217.5K | 0.02% | +975 | New |
| Virtue Capital Management, LLC | 971 | $216.6K | 0.04% | −36−3.6% | Reduced |
| Catalytic Wealth RIA, LLC | 968 | $216.0K | 0.04% | −70−6.7% | Reduced |
| MONECO Advisors, LLC | 967 | $215.7K | 0.03% | +5+0.5% | Added |
| McLean Asset Management Corp | 969 | $215.3K | 0.06% | −3−0.3% | Reduced |
| CVA Family Office, LLC | 961 | $214.4K | 0.03% | +23+2.5% | Added |
| Portfolio Design Labs, LLC | 955 | $213.1K | 0.06% | −942−49.7% | Reduced |
| Wealthstream Advisors, Inc. | 953 | $212.7K | 0.04% | +953 | New |
| Bristlecone Advisors, LLC | 951 | $212.2K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 950 | $212.0K | 0.00% | +950 | New |
| Sabal Trust CO | 949 | $211.7K | 0.01% | +949 | New |
| Fiduciary Planning LLC | 949 | $211.7K | 0.07% | +949 | New |
| Riverwater Partners LLC | 947 | $211.3K | 0.10% | −25−2.6% | Reduced |
| Sax Wealth Advisors, LLC | 944 | $210.6K | 0.02% | +944 | New |
| Heritage Investment Group, Inc. | 941 | $209.9K | 0.04% | +941 | New |
| Meridian Wealth Management, LLC | 938 | $209.3K | 0.01% | +938 | New |
| Meadow Creek Wealth Advisors LLC | 936 | $208.8K | 0.17% | +936 | New |
| Howard Bailey Securities, LLC | 929 | $207.3K | 0.08% | +929 | New |
| Burke & Herbert Bank & Trust Co | 928 | $207.0K | 0.05% | −65−6.5% | Reduced |
| Arvest Bank Trust Division | 923 | $205.9K | 0.01% | +923 | New |
| Baldwin Brothers Inc | 922 | $205.7K | 0.01% | +47+5.4% | Added |
| Ssi Investment Management LLC | 921 | $205.5K | 0.02% | +921 | New |
| Stablepoint Partners, LLC | 920 | $205.2K | 0.04% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 918 | $204.8K | 0.02% | +918 | New |
| Unique Wealth, LLC | 917 | $204.6K | 0.05% | +917 | New |
| Oxinas Partners Wealth Management LLC | 915 | $204.1K | 0.13% | +915 | New |
| Spears Abacus Advisors LLC | 913 | $203.7K | 0.00% | +913 | New |
| Cottonwood Capital Advisors, LLC | 907 | $202.3K | 0.15% | +907 | New |
| Mills Wealth Advisors LLC | 905 | $201.9K | 0.14% | +905 | New |
| 49 Wealth Management, LLC | 902 | $201.2K | 0.03% | +902 | New |
| Nicholas Hoffman & Company, LLC. | 898 | $200.4K | 0.01% | +898 | New |
| Kelly Financial Services LLC | 897 | $200.1K | 0.07% | +11+1.2% | Added |
| American National Bank | 887 | $197.9K | 0.02% | 00.0% | Unchanged |
| Tobam | 879 | $196.0K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 862 | $192.3K | 0.04% | +21+2.5% | Added |
| Chilton Capital Management LLC | 833 | $185.8K | 0.01% | +33+4.1% | Added |
| St Germain D J Co Inc | 777 | $173.3K | 0.01% | −25−3.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 749 | $167.1K | 0.04% | +749 | New |
| Bruce G. Allen Investments, LLC | 710 | $158.4K | 0.12% | −36−4.8% | Reduced |