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 |
|---|---|---|---|---|---|
| Tower View Investment Management & Research LLC | 30,825 | $6.88M | 3.76% | +135+0.4% | Added |
| Engineers Gate Manager LP | 30,488 | $6.80M | 0.13% | +30,488 | New |
| Bleakley Financial Group, LLC | 30,182 | $6.73M | 0.21% | +199+0.7% | Added |
| Synovus Financial Corp | 29,970 | $6.69M | 0.08% | +873+3.0% | Added |
| NBT Bank N A | 29,432 | $6.57M | 0.44% | −1,619−5.2% | Reduced |
| CX Institutional | 29,399 | $6.56M | 0.29% | +4,607+18.6% | Added |
| Exencial Wealth Advisors, LLC | 29,390 | $6.56M | 0.24% | −1,404−4.6% | Reduced |
| Oak Ridge Investments LLC | 28,948 | $6.46M | 0.56% | +2,033+7.6% | Added |
| Bell Asset Management Ltd | 28,870 | $6.44M | 1.18% | −17,572−37.8% | Reduced |
| Bessemer Group Inc | 28,774 | $6.42M | 0.01% | +117+0.4% | Added |
| Maryland State Retirement & Pension System | 28,435 | $6.34M | 0.13% | −9,996−26.0% | Reduced |
| Legacy Advisors, LLC | 28,433 | $6.34M | 0.69% | +640+2.3% | Added |
| Magnetar Financial LLC | 28,155 | $6.28M | 0.14% | +28,155 | New |
| Rakuten Investment Management, Inc. | 27,897 | $6.25M | 0.04% | +6,933+33.1% | Added |
| Snowden Capital Advisors LLC | 27,856 | $6.21M | 0.19% | −41−0.1% | Reduced |
| Louisiana State Employees Retirement System | 27,700 | $6.18M | 0.11% | −200−0.7% | Reduced |
| Stonegate Investment Group, LLC | 27,544 | $6.14M | 0.16% | −2,823−9.3% | Reduced |
| Securian Asset Management, Inc | 27,198 | $6.07M | 0.18% | −1,133−4.0% | Reduced |
| Bellwether Advisors, LLC | 27,180 | $6.06M | 1.16% | +27,180 | New |
| Avantax Advisory Services, Inc. | 27,176 | $6.06M | 0.04% | −11,553−29.8% | Reduced |
| Point72 (DIFC) Ltd | 27,158 | $6.06M | 0.47% | +24,584+955.1% | Added |
| Kinsale Capital Group, Inc. | 27,004 | $6.02M | 1.78% | +3,880+16.8% | Added |
| FORA Capital, LLC | 26,934 | $6.01M | 0.71% | −8,489−24.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | +89+0.3% | Added |
| Vontobel Holding Ltd. | 26,684 | $5.95M | 0.02% | −615−2.3% | Reduced |
| FineMark National Bank & Trust | 26,599 | $5.93M | 0.21% | −59−0.2% | Reduced |
| Cornerstone Advisors, LLC | 26,300 | $5.87M | 0.23% | 00.0% | Unchanged |
| Commerce Bank | 25,881 | $5.77M | 0.04% | −62−0.2% | Reduced |
| Capital Planning Advisors, LLC | 25,846 | $5.77M | 0.87% | +431+1.7% | Added |
| Harrington Investments, INC | 25,564 | $5.70M | 3.11% | −300−1.2% | Reduced |
| Diversified Trust Co | 25,555 | $5.70M | 0.14% | +20.0% | Added |
| Bonness Enterprises Inc | 25,500 | $5.69M | 1.89% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 25,417 | $5.67M | 0.47% | +1,586+6.7% | Added |
| Investment Management Corp of Ontario | 25,017 | $5.58M | 0.12% | +5,400+27.5% | Added |
| ING Groep NV | 24,786 | $5.53M | 0.03% | −36,157−59.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 24,666 | $5.50M | 1.25% | +1,056+4.5% | Added |
| BNC Wealth Management, LLC | 24,540 | $5.47M | 2.02% | −461−1.8% | Reduced |
| UniSuper Management Pty Ltd | 24,424 | $5.45M | 0.04% | +371+1.5% | Added |
| Metis Global Partners, LLC | 24,252 | $5.41M | 0.17% | +855+3.7% | Added |
| New Mexico Educational Retirement Board | 24,141 | $5.39M | 0.18% | −700−2.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 24,124 | $5.38M | 0.43% | +626+2.7% | Added |
| BNP Paribas | 24,080 | $5.37M | 0.22% | +1,257+5.5% | Added |
| AustralianSuper Pty Ltd | 23,897 | $5.33M | 0.03% | +3,661+18.1% | Added |
| Zions Bancorporation, N.A. | 23,648 | $5.28M | 0.38% | +2,946+14.2% | Added |
| Reliant Investment Management, LLC | 23,619 | $5.27M | 2.48% | −790−3.2% | Reduced |
| Keybank National Association | 23,106 | $5.15M | 0.02% | −1,681−6.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,213 | $5.15M | 0.10% | +14,341+161.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,536 | $5.03M | 0.34% | −248−1.1% | Reduced |
| Impact Asset Management GmbH | 22,365 | $4.99M | 1.92% | +22,365 | New |
| Colony Group, LLC | 22,327 | $4.98M | 0.02% | −91,831−80.4% | Reduced |
| Agf Management Ltd | 22,252 | $4.96M | 0.03% | +4,416+24.8% | Added |
| American Trust | 22,186 | $4.95M | 0.41% | −3,983−15.2% | Reduced |
| CWM, LLC | 22,050 | $4.92M | 0.02% | +523+2.4% | Added |
| Essex LLC | 22,008 | $4.91M | 1.01% | −1,184−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 21,742 | $4.85M | 0.12% | −205−0.9% | Reduced |
| Benjamin Edwards Inc | 21,570 | $4.81M | 0.07% | +17,670+453.1% | Added |
| Sompo Asset Management Co., Ltd. | 21,260 | $4.74M | 0.74% | +1,580+8.0% | Added |
| Dynamic Technology Lab Private Ltd | 21,057 | $4.70M | 0.50% | +15,331+267.7% | Added |
| Capital International Ltd | 20,999 | $4.68M | 0.20% | +4,091+24.2% | Added |
| NEOS Investment Management LLC | 20,606 | $4.60M | 0.14% | +4,060+24.5% | Added |
| Conning Inc. | 20,578 | $4.59M | 0.15% | −1,160−5.3% | Reduced |
| Triasima Portfolio Management inc. | 20,496 | $4.57M | 1.03% | +66+0.3% | Added |
| E. Ohman J:or Asset Management AB | 20,124 | $4.49M | 0.11% | −1,150−5.4% | Reduced |
| Lafayette Investments, Inc. | 20,083 | $4.48M | 0.94% | −1,950−8.9% | Reduced |
| RBF Capital, LLC | 20,000 | $4.46M | 0.23% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 19,923 | $4.44M | 0.21% | −2,567−11.4% | Reduced |
| Kestra Advisory Services, LLC | 19,668 | $4.39M | 0.02% | −4,514−18.7% | Reduced |
| Norinchukin Bank, The | 19,575 | $4.37M | 0.10% | +2,436+14.2% | Added |
| Tower Research Capital LLC (TRC) | 19,558 | $4.36M | 0.12% | +1,264+6.9% | Added |
| Argent Trust Co | 19,552 | $4.36M | 0.18% | +150+0.8% | Added |
| Gamco Investors, Inc. Et Al | 19,459 | $4.34M | 0.04% | −1,050−5.1% | Reduced |
| Transcend Wealth Collective, LLC | 19,321 | $4.31M | 0.29% | +1,938+11.1% | Added |
| Plato Investment Management Ltd | 19,184 | $4.28M | 0.35% | +2,781+17.0% | Added |
| Ronald Blue Trust, Inc. | 20,081 | $4.23M | 0.06% | +2,611+14.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,785 | $4.19M | 1.61% | −155−0.8% | Reduced |
| Suncoast Equity Management | 18,775 | $4.19M | 0.48% | +4,755+33.9% | Added |
| Souders Financial Advisors | 18,529 | $4.13M | 0.58% | −50−0.3% | Reduced |
| Aviso Financial Inc. | 18,450 | $4.12M | 0.20% | +4,268+30.1% | Added |
| Alerus Financial NA | 18,353 | $4.09M | 0.30% | −957−5.0% | Reduced |
| Morton Community Bank | 18,323 | $4.09M | 1.07% | −55−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 18,213 | $4.06M | 0.28% | −7,949−30.4% | Reduced |
| Occidental Asset Management, LLC | 17,804 | $3.97M | 0.64% | +602+3.5% | Added |
| Walleye Capital LLC | 17,702 | $3.95M | 0.04% | −26,671−60.1% | Reduced |
| Vinva Investment Management Ltd | 17,624 | $3.95M | 0.17% | −2,190−11.1% | Reduced |
| Prosperity Consulting Group, LLC | 17,586 | $3.92M | 0.31% | +15,461+727.6% | Added |
| Argent Financial Group, Inc. | 17,556 | $3.92M | 0.46% | +17,556 | New |
| Red Cedar Investment Management, LLC | 17,521 | $3.91M | 0.50% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 17,443 | $3.89M | 0.52% | −264−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 17,263 | $3.85M | 0.04% | +744+4.5% | Added |
| Hantz Financial Services, Inc. | 17,249 | $3.85M | 0.07% | +516+3.1% | Added |
| Becker Capital Management Inc | 17,241 | $3.85M | 0.13% | −770−4.3% | Reduced |
| Pensionmark Financial Group, LLC | 17,223 | $3.84M | 0.12% | +3,962+29.9% | Added |
| AIA Group Ltd | 17,200 | $3.84M | 0.10% | +17,200 | New |
| Edgestream Partners, L.P. | 17,104 | $3.82M | 0.17% | +14,768+632.2% | Added |
| Empirical Finance, LLC | 17,102 | $3.82M | 0.22% | +364+2.2% | Added |
| Omers Administration Corp | 17,090 | $3.81M | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,922 | $3.77M | 0.04% | +673+4.1% | Added |
| NewEdge Wealth, LLC | 16,915 | $3.77M | 0.07% | +481+2.9% | Added |
| Veriti Management LLC | 16,855 | $3.76M | 0.20% | +3,863+29.7% | Added |
| Interval Partners, LP | 16,643 | $3.71M | 0.11% | −29,787−64.2% | Reduced |