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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 68,259 | $15.2M | 0.48% | +298+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 68,153 | $15.2M | 0.03% | −17,277−20.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 67,874 | $15.1M | 1.06% | −661−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,745 | $15.1M | 0.12% | +31,247+85.6% | Added |
| Public Employees Retirement Association of Colorado | 67,697 | $15.1M | 0.06% | +75+0.1% | Added |
| Rockefeller Capital Management L.P. | 67,702 | $15.1M | 0.04% | −3,562−5.0% | Reduced |
| West Coast Financial LLC | 66,874 | $14.9M | 1.64% | +763+1.2% | Added |
| JLB & Associates Inc | 66,236 | $14.8M | 1.90% | −1,380−2.0% | Reduced |
| Brown Advisory Inc | 65,462 | $14.6M | 0.02% | +1,173+1.8% | Added |
| State of Alaska, Department of Revenue | 64,960 | $14.5M | 0.15% | +2,555+4.1% | Added |
| Washington Trust Bank | 64,016 | $14.3M | 1.37% | −905−1.4% | Reduced |
| Levin Capital Strategies, L.P. | 63,853 | $14.2M | 1.38% | −35−0.1% | Reduced |
| Nissay Asset Management Corp | 62,424 | $13.9M | 0.09% | +1,895+3.1% | Added |
| HRT Financial LP | 62,291 | $13.9M | 0.07% | −68,405−52.3% | Reduced |
| Apollon Wealth Management, LLC | 62,270 | $13.9M | 0.39% | +2,003+3.3% | Added |
| L1 Capital International Pty Ltd | 60,741 | $13.5M | 4.33% | +6,629+12.3% | Added |
| Cetera Investment Advisers | 60,623 | $13.5M | 0.03% | +5,606+10.2% | Added |
| Mutual of America Capital Management LLC | 60,557 | $13.5M | 0.14% | −1,577−2.5% | Reduced |
| Harbour Trust & Investment Management Co | 60,296 | $13.5M | 1.53% | −236−0.4% | Reduced |
| Daiwa Securities Group Inc. | 60,287 | $13.4M | 0.06% | +6,471+12.0% | Added |
| Whittier Trust Co of Nevada Inc | 59,949 | $13.4M | 0.35% | +1,043+1.8% | Added |
| First American Bank | 59,741 | $13.3M | 0.96% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 59,726 | $13.3M | 0.08% | −3,629−5.7% | Reduced |
| Strategic Wealth Designers | 59,753 | $13.3M | 1.43% | +25,211+73.0% | Added |
| Annex Advisory Services, LLC | 59,386 | $13.2M | 0.42% | +1,814+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,287 | $13.2M | 0.02% | −3,905−6.2% | Reduced |
| Pacer Advisors, Inc. | 57,976 | $12.9M | 0.03% | +9,257+19.0% | Added |
| King Luther Capital Management Corp | 57,746 | $12.9M | 0.06% | +214+0.4% | Added |
| Running Oak Capital LLC | 56,584 | $12.6M | 1.71% | +900+1.6% | Added |
| Wealthfront Advisers LLC | 56,209 | $12.5M | 0.04% | +447+0.8% | Added |
| Azimuth Capital Investment Management LLC | 55,386 | $12.4M | 0.48% | +1,272+2.4% | Added |
| JustInvest LLC | 54,948 | $12.3M | 0.20% | +6,448+13.3% | Added |
| Prudential PLC | 53,999 | $12.0M | 0.06% | −14,580−21.3% | Reduced |
| Brinker Capital Investments, LLC | 53,253 | $11.9M | 0.12% | −2,693−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 53,253 | $11.9M | 0.12% | −2,693−4.8% | Reduced |
| Ci Investments Inc. | 52,200 | $11.6M | 0.04% | +16,052+44.4% | Added |
| Swiss Life Asset Management Ltd | 51,873 | $11.6M | 0.13% | −4,671−8.3% | Reduced |
| Ethic Inc. | 55,567 | $11.4M | 0.29% | −9,176−14.2% | Reduced |
| Capital International Sarl | 50,880 | $11.4M | 0.29% | −46−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 50,701 | $11.3M | 0.20% | +2,104+4.3% | Added |
| Hudson Valley Investment Advisors Inc | 50,332 | $11.2M | 1.24% | +3,276+7.0% | Added |
| Advisor Group Holdings, Inc. | 49,648 | $11.1M | 0.02% | −4,384−8.1% | Reduced |
| Mercer Global Advisors Inc | 49,269 | $11.0M | 0.03% | +1,540+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 48,487 | $10.9M | 0.05% | +13,386+38.1% | Added |
| CIBC Private Wealth Group, LLC | 48,671 | $10.9M | 0.02% | −5,172−9.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,643 | $10.9M | 0.02% | −13,329−21.5% | Reduced |
| Phoenix Holdings Ltd. | 48,210 | $10.8M | 0.16% | +8,619+21.8% | Added |
| Jane Street Group, LLC | 48,169 | $10.7M | 0.02% | −126,345−72.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 47,453 | $10.6M | 2.64% | −6,255−11.6% | Reduced |
| Segall Bryant & Hamill, LLC | 47,142 | $10.5M | 0.14% | −620−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 46,906 | $10.5M | 0.22% | +5,417+13.1% | Added |
| MML Investors Services, LLC | 46,735 | $10.4M | 0.04% | +1,274+2.8% | Added |
| M&T Bank Corp | 46,495 | $10.4M | 0.03% | −2,550−5.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 46,114 | $10.3M | 0.03% | +805+1.8% | Added |
| DuPont Capital Management Corp | 45,873 | $10.2M | 0.85% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 45,553 | $10.2M | 0.22% | −1,635−3.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 44,496 | $9.93M | 0.16% | +11,117+33.3% | Added |
| Sawgrass Asset Management LLC | 44,449 | $9.92M | 1.03% | −1,885−4.1% | Reduced |
| Bridges Investment Management Inc | 44,339 | $9.89M | 0.14% | +44,339 | New |
| Longbow Finance SA | 43,466 | $9.70M | 1.03% | +7,022+19.3% | Added |
| Trexquant Investment LP | 43,327 | $9.67M | 0.12% | +35,052+423.6% | Added |
| Cresset Asset Management, LLC | 43,287 | $9.66M | 0.04% | −274−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 42,626 | $9.51M | 0.17% | +10,766+33.8% | Added |
| Oregon Public Employees Retirement Fund | 42,045 | $9.38M | 0.18% | −280−0.7% | Reduced |
| Huntington National Bank | 41,968 | $9.36M | 0.07% | −446−1.1% | Reduced |
| Twinbeech Capital LP | 41,442 | $9.25M | 0.18% | +41,442 | New |
| Vestcor Inc | 41,329 | $9.22M | 0.29% | 00.0% | Unchanged |
| Lido Advisors, LLC | 40,834 | $9.11M | 0.07% | +557+1.4% | Added |
| Blair William & Co | 40,789 | $9.10M | 0.03% | +159+0.4% | Added |
| Teza Capital Management LLC | 40,157 | $8.96M | 0.98% | +30,923+334.9% | Added |
| Bancreek Capital Management, LP | 39,732 | $8.86M | 5.59% | +3,756+10.4% | Added |
| Contravisory Investment Management, Inc. | 39,688 | $8.85M | 1.89% | +566+1.4% | Added |
| Builder Investment Group Inc | 39,406 | $8.79M | 2.36% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 39,281 | $8.76M | 0.45% | +194+0.5% | Added |
| Gulf International Bank (UK) Ltd | 39,104 | $8.72M | 0.22% | −1,777−4.3% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.60M | 1.11% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 38,153 | $8.51M | 0.81% | +136+0.4% | Added |
| MinichMacGregor Wealth Management, LLC | 37,675 | $8.40M | 1.80% | +970+2.6% | Added |
| Executive Wealth Management, LLC | 37,372 | $8.34M | 0.65% | +37,372 | New |
| Stokes Capital Advisors, LLC | 37,267 | $8.31M | 2.13% | −109−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,235 | $8.31M | 0.08% | +3,373+10.0% | Added |
| Bennett Selby Investments LP | 36,489 | $8.14M | 3.42% | 00.0% | Unchanged |
| Auxier Asset Management | 35,518 | $7.92M | 1.17% | −87−0.2% | Reduced |
| Advisors Asset Management, Inc. | 35,006 | $7.81M | 0.14% | −13,701−28.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 34,421 | $7.68M | 1.25% | +16,816+95.5% | Added |
| Kentucky Retirement Systems | 34,258 | $7.64M | 0.23% | −2,872−7.7% | Reduced |
| Point72 Hong Kong Ltd | 34,137 | $7.62M | 0.55% | +29,987+722.6% | Added |
| Ipswich Investment Management Co., Inc. | 33,755 | $7.53M | 1.74% | +22+0.1% | Added |
| Ieq Capital, LLC | 32,764 | $7.31M | 0.09% | +2,429+8.0% | Added |
| Illinois Municipal Retirement Fund | 32,733 | $7.30M | 0.10% | −14,042−30.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 32,732 | $7.30M | 0.01% | +2,249+7.4% | Added |
| Churchill Management Corp | 32,117 | $7.16M | 0.08% | −506−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 31,991 | $7.14M | 0.26% | +254+0.8% | Added |
| Mizuho Securities USA LLC | 31,888 | $7.11M | 0.15% | −6,100−16.1% | Reduced |
| GWM Advisors LLC | 31,588 | $7.05M | 0.05% | +96+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 31,520 | $7.03M | 0.52% | +21,534+215.6% | Added |
| Siemens Fonds Invest GmbH | 31,470 | $7.02M | 0.56% | −126−0.4% | Reduced |
| Quantinno Capital Management LP | 31,460 | $7.02M | 0.09% | +10,298+48.7% | Added |
| Hartford Investment Management Co | 31,201 | $6.96M | 0.23% | −479−1.5% | Reduced |
| Seven Eight Capital, LP | 31,053 | $6.93M | 0.62% | +11,897+62.1% | Added |