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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 720 | $157.0K | 0.04% | +720 | New |
| Wintrust Investments LLC | 675 | $150.0K | 0.11% | −5,947−89.8% | Reduced |
| Raleigh Capital Management Inc. | 672 | $150.0K | 0.06% | −24−3.4% | Reduced |
| Rosenberg Matthew Hamilton | 644 | $143.7K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 604 | $134.7K | 0.07% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 581 | $129.6K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 563 | $125.6K | 0.02% | +563 | New |
| Armstrong Advisory Group, Inc | 559 | $124.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 550 | $122.7K | 0.01% | −93−14.5% | Reduced |
| Versant Capital Management, Inc | 541 | $120.7K | 0.03% | +61+12.7% | Added |
| First Horizon Advisors, Inc. | 522 | $116.5K | 0.00% | −45−7.9% | Reduced |
| Reuter James Wealth Management, LLC | 517 | $115.3K | 0.02% | −491−48.7% | Reduced |
| Anchor Investment Management, LLC | 517 | $115.3K | 0.01% | +429+487.5% | Added |
| Union Savings Bank | 512 | $114.2K | 0.06% | +11+2.2% | Added |
| NBC Securities, Inc. | 513 | $114.0K | 0.01% | −39−7.1% | Reduced |
| Tompkins Financial Corp | 502 | $112.0K | 0.01% | −116−18.8% | Reduced |
| Quarry LP | 498 | $111.1K | 0.03% | +344+223.4% | Added |
| Northwest Financial Advisors | 496 | $110.8K | 0.09% | +496 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $107.1K | 0.04% | +100+26.3% | Added |
| Eagle Bay Advisors LLC | 470 | $104.9K | 0.04% | +4+0.9% | Added |
| Salomon & Ludwin, LLC | 467 | $104.2K | 0.01% | −21−4.3% | Reduced |
| New England Capital Financial Advisors LLC | 456 | $101.8K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 456 | $101.7K | 0.04% | +2+0.4% | Added |
| Harbor Investment Advisory, LLC | 455 | $101.5K | 0.01% | −2−0.4% | Reduced |
| Hara Capital LLC | 453 | $101.1K | 0.06% | +453 | New |
| Islay Capital Management, LLC | 450 | $100.4K | 0.07% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 450 | $100.4K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 449 | $100.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 448 | $99.9K | 0.01% | +35+8.5% | Added |
| Kozak & Associates, Inc. | 434 | $98.9K | 0.02% | +17+4.1% | Added |
| Trust Co of Vermont | 437 | $97.5K | 0.00% | +55+14.4% | Added |
| Tortoise Investment Management, LLC | 427 | $95.3K | 0.01% | +42+10.9% | Added |
| Parallax Volatility Advisers, L.P. | 427 | $95.3K | 0.00% | +427 | New |
| Golden State Equity Partners | 420 | $93.7K | 0.01% | −581−58.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 413 | $92.1K | 0.15% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 410 | $91.5K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 403 | $89.9K | 0.00% | +105+35.2% | Added |
| Ancora Advisors, LLC | 399 | $89.0K | 0.00% | +4+1.0% | Added |
| Beacon Capital Management, LLC | 398 | $88.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 397 | $88.6K | 0.02% | −356−47.3% | Reduced |
| Heritage Wealth Advisors | 388 | $86.5K | 0.00% | +47+13.8% | Added |
| Cornerstone National Bank & Trust Co | 375 | $83.7K | 0.04% | +375 | New |
| Stuart Chaussee & Associates, Inc. | 374 | $83.4K | 0.02% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 17,808 | $81.5K | 0.03% | +88+0.5% | Added |
| Sandy Spring Bank | 360 | $80.3K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $79.9K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 350 | $78.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 343 | $76.5K | 2.32% | −33,242−99.0% | Reduced |
| Dougherty Wealth Advisers LLC | 334 | $74.5K | 0.06% | −21−5.9% | Reduced |
| Morse Asset Management, Inc | 334 | $74.5K | 0.02% | +334 | New |
| Quent Capital, LLC | 328 | $73.3K | 0.01% | −32−8.9% | Reduced |
| Webster Bank, N. A. | 328 | $73.2K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 223 | $73.0K | 0.08% | +13+6.2% | Added |
| Arlington Trust Co LLC | 327 | $73.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $68.6K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 302 | $67.4K | 0.00% | +4+1.3% | Added |
| Chelsea Counsel Co | 300 | $66.9K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 298 | $66.5K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 290 | $64.7K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 290 | $64.7K | 0.03% | +2+0.7% | Added |
| Trifecta Capital Advisors, LLC | 289 | $64.5K | 0.01% | −61−17.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 286 | $63.8K | 0.03% | −3−1.0% | Reduced |
| Perkins Coie Trust Co | 286 | $63.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 285 | $63.6K | 0.03% | +45+18.8% | Added |
| Glen Eagle Advisors, LLC | 284 | $63.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 281 | $62.7K | 0.02% | +41+17.1% | Added |
| DSM Capital Partners LLC | 274 | $61.1K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 270 | $60.2K | 0.00% | −1,396−83.8% | Reduced |
| Virtus Investment Advisers, Inc. | 266 | $59.3K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 264 | $58.9K | 0.03% | −36−12.0% | Reduced |
| Richardson Financial Services Inc. | 275 | $58.0K | 0.04% | +5+1.9% | Added |
| Hobbs Group Advisors, LLC | 256 | $57.1K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 254 | $57.0K | 0.01% | +1+0.4% | Added |
| Rise Advisors, LLC | 252 | $56.2K | 0.03% | +1+0.4% | Added |
| Loomis Sayles & Co L P | 241 | $54.0K | 0.00% | +3+1.3% | Added |
| Iron Horse Wealth Management, LLC | 240 | $53.5K | 0.02% | +45+23.1% | Added |
| South State Corp. | 221 | $49.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 221 | $49.0K | 0.00% | +28+14.5% | Added |
| CoreCap Advisors, LLC | 218 | $48.6K | 0.00% | +218 | New |
| Stone House Investment Management, LLC | 214 | $47.7K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 231 | $47.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 211 | $47.1K | 0.00% | +4+1.9% | Added |
| Bangor Savings Bank | 206 | $46.0K | 0.00% | +206 | New |
| First United Bank Trust | 205 | $45.7K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 202 | $45.1K | 0.02% | +6+3.1% | Added |
| Sachetta, LLC | 201 | $44.8K | 0.02% | −9−4.3% | Reduced |
| Hilltop National Bank | 201 | $44.8K | 0.01% | −17−7.8% | Reduced |
| Capital Advisors, Ltd. LLC | 197 | $44.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 197 | $43.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 193 | $43.1K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 189 | $42.2K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 183 | $40.8K | 0.01% | +183 | New |
| Covestor Ltd | 179 | $40.0K | 0.03% | +7+4.1% | Added |
| Frazier Financial Advisors, LLC | 178 | $39.8K | 0.03% | −27−13.2% | Reduced |
| FinTrust Capital Advisors, LLC | 168 | $37.5K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 164 | $37.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 164 | $36.6K | 0.00% | +4+2.5% | Added |
| Hanson & Doremus Investment Management | 163 | $36.0K | 0.01% | −161−49.7% | Reduced |
| Atlas Capital Advisors LLC | 158 | $35.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 157 | $35.0K | 0.01% | 00.0% | Unchanged |