Marsh & McLennan Companies, Inc.

MRSH

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0000062709

SEC filings (opens in a new tab)

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

Value heldQ3 2024: $97.1B

Institutions holding MRSH and their total value by quarter
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.

Institutions holding MRSH in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Kepos Capital LP	151	$34.0K	0.01%	−16−9.6%	Reduced
Capital Analysts, LLC	151	$34.0K	0.00%	−9−5.6%	Reduced
Global Financial Private Client, LLC	151	$33.7K	0.01%	+111+277.5%	Added
ZRC Wealth Management, LLC	147	$32.8K	0.01%	00.0%	Unchanged
Meeder Asset Management Inc	147	$32.8K	0.00%	+17+13.1%	Added
NVWM, LLC	146	$32.6K	0.01%	+11+8.1%	Added
Clear Investment Research, LLC	139	$31.2K	0.04%	00.0%	Unchanged
Catalyst Capital Advisors LLC	139	$31.0K	0.00%	+139	New
Pacific Center for Financial Services	136	$30.3K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	135	$30.1K	0.02%	00.0%	Unchanged
Cornerstone Planning Group LLC	135	$29.9K	0.01%	−24−15.1%	Reduced
Carmichael Hill & Associates, Inc.	130	$29.0K	0.01%	+60+85.7%	Added
Cherry Tree Wealth Management, LLC	129	$28.8K	0.01%	00.0%	Unchanged
Piscataqua Savings Bank	129	$28.8K	0.02%	00.0%	Unchanged
Asset Dedication, LLC	124	$27.7K	0.00%	+9+7.8%	Added
Indiana Trust & Investment Management CO	123	$27.4K	0.01%	00.0%	Unchanged
Sunbelt Securities, Inc.	118	$26.3K	0.00%	−14−10.6%	Reduced
Private Wealth Management Group, LLC	113	$25.2K	0.01%	−2−1.7%	Reduced
REAP Financial Group, LLC	110	$24.5K	0.01%	−1−0.9%	Reduced
Key Financial Inc	106	$23.6K	0.01%	+3+2.9%	Added
Pacific Capital Wealth Advisors, Inc	106	$23.6K	0.00%	+5+5.0%	Added
Jaffetilchin Investment Partners, LLC	106	$23.6K	0.00%	+106	New
LRI Investments, LLC	106	$23.5K	0.00%	+28+35.9%	Added
Stephenson National Bank & Trust	105	$23.4K	0.01%	00.0%	Unchanged
Clean Yield Group	105	$23.4K	0.01%	+20+23.5%	Added
Abound Wealth Management	104	$23.1K	0.01%	−1−1.0%	Reduced
Peterson Financial Group, Inc.	102	$22.7K	0.09%	+102	New
Colonial Trust Advisors	100	$22.3K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	95	$21.2K	0.00%	+65+216.7%	Added
WealthCollab, LLC	95	$21.2K	0.01%	00.0%	Unchanged
Altshuler Shaham Ltd	93	$20.7K	0.00%	−7−7.0%	Reduced
New Age Alpha Advisors, LLC	93	$20.7K	0.01%	+93	New
Newbridge Financial Services Group, Inc.	93	$20.7K	0.01%	+6+6.9%	Added
Raffa Wealth Management, LLC	91	$20.3K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	90	$20.1K	0.00%	+61+210.3%	Added
Slocum, Gordon & Co LLP	90	$20.1K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	89	$19.9K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	86	$19.2K	0.01%	−8−8.5%	Reduced
Oakworth Capital, Inc.	85	$19.0K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	81	$18.1K	0.00%	00.0%	Unchanged
First Personal Financial Services	80	$17.8K	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	80	$17.8K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	80	$17.8K	0.00%	+80	New
First Pacific Financial	79	$17.7K	0.00%	00.0%	Unchanged
Avalon Trust Co	78	$17.4K	0.00%	−60−43.5%	Reduced
Sound Income Strategies, LLC	77	$17.2K	0.00%	+2+2.7%	Added
Gleason Group, Inc.	76	$16.9K	0.00%	+1+1.3%	Added
Arcadia Investment Management Corp	74	$16.5K	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	72	$16.1K	0.00%	+67+1,340.0%	Added
Silicon Valley Capital Partners	71	$15.9K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	70	$15.6K	0.01%	00.0%	Unchanged
Creekmur Asset Management LLC	70	$15.6K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	68	$15.2K	0.00%	−12−15.0%	Reduced
True Wealth Design, LLC	65	$14.5K	0.01%	−20−23.5%	Reduced
Field & Main Bank	65	$14.5K	0.01%	00.0%	Unchanged
ORG Wealth Partners, LLC	65	$14.5K	0.00%	+65	New
Legacy Investment Solutions, LLC	64	$14.4K	0.01%	+64	New
Legacy Wealth Managment, LLC	64	$14.4K	0.01%	+64	New
Tanglewood Legacy Advisors, LLC	61	$13.6K	0.01%	00.0%	Unchanged
Pflug Koory, LLC	61	$13.6K	0.01%	+61	New
Perritt Capital Management Inc	61	$13.6K	0.01%	00.0%	Unchanged
Northwest Capital Management Inc	58	$12.9K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	57	$12.7K	0.00%	+12+26.7%	Added
Creative Financial Designs Inc	57	$12.7K	0.00%	+37+185.0%	Added
Evermay Wealth Management LLC	55	$12.3K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	56	$12.0K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	50	$11.2K	0.00%	−27−35.1%	Reduced
Mascoma Wealth Management LLC	50	$11.2K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	50	$11.0K	0.01%	+50	New
Avion Wealth	50	$11.0K	0.00%	+6+13.6%	Added
Westend Capital Management, LLC	48	$10.7K	0.00%	+48	New
Ritter Daniher Financial Advisory LLC	45	$10.0K	0.00%	00.0%	Unchanged
Horizons Wealth Management	44	$9.82K	0.01%	00.0%	Unchanged
ESL Trust Services, LLC	43	$9.59K	0.00%	−60−58.3%	Reduced
Red Tortoise LLC	43	$9.59K	0.00%	00.0%	Unchanged
Coastline Trust Co	42	$9.37K	0.00%	+42	New
FSA Wealth Management LLC	42	$9.37K	0.00%	+42	New
BFSG, LLC	39	$8.70K	0.00%	00.0%	Unchanged
Bullock Wealth Management Group	39	$8.69K	0.01%	+39	New
Valued Wealth Advisors LLC	36	$8.03K	0.01%	+6+20.0%	Added
TFC Financial Management	36	$8.03K	0.00%	+2+5.9%	Added
MeadowBrook Investment Advisors LLC	36	$8.03K	0.01%	00.0%	Unchanged
TSFG, LLC	34	$8.00K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	35	$7.83K	0.00%	+3+9.4%	Added
Creative Capital Management Investments LLC	35	$7.81K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	35	$7.81K	0.00%	+17+94.4%	Added
Atlantic Trust, LLC	34	$7.59K	0.00%	−21−38.2%	Reduced
Redmont Wealth Advisors LLC	33	$7.36K	0.01%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	32	$7.14K	0.00%	+1+3.2%	Added
Caitlin John, LLC	30	$6.77K	0.00%	−54−64.3%	Reduced
Westside Investment Management, Inc.	30	$6.74K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	30	$6.69K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	29	$6.56K	0.00%	+3+11.5%	Added
McIlrath & Eck, LLC	29	$6.47K	0.00%	00.0%	Unchanged
Tacita Capital Inc	29	$6.47K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	27	$6.02K	0.00%	+17+170.0%	Added
HBC Financial Services, PLLC	28	$6.00K	0.00%	+28	New
Toth Financial Advisory Corp	25	$5.58K	0.00%	−30−54.5%	Reduced
Carolina Wealth Advisors, LLC	25	$5.58K	0.00%	+25	New
Ruedi Wealth Management, Inc.	24	$5.35K	0.00%	−24−50.0%	Reduced