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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 16,254 | $3.63M | 0.01% | −13,060−44.6% | Reduced |
| Kinneret Advisory, LLC | 16,216 | $3.62M | 0.33% | −212−1.3% | Reduced |
| First Citizens Bank & Trust Co | 16,133 | $3.60M | 0.08% | −574−3.4% | Reduced |
| Ascent Group, LLC | 15,843 | $3.53M | 0.27% | −624−3.8% | Reduced |
| Strategic Investment Advisors | 15,835 | $3.53M | 0.39% | +514+3.4% | Added |
| RSM US Wealth Management LLC | 15,763 | $3.51M | 0.05% | +32+0.2% | Added |
| Northwest Investment Counselors, LLC | 15,682 | $3.50M | 0.79% | −19−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,586 | $3.48M | 0.08% | −94−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,552 | $3.47M | 0.21% | +5,112+49.0% | Added |
| Algert Global LLC | 15,029 | $3.35M | 0.09% | +15,029 | New |
| Lindenwold Advisors | 14,961 | $3.34M | 1.68% | +157+1.1% | Added |
| Assenagon Asset Management S.A. | 14,941 | $3.33M | 0.01% | −678,146−97.8% | Reduced |
| Kingsview Wealth Management, LLC | 14,927 | $3.33M | 0.07% | +1,017+7.3% | Added |
| Resources Investment Advisors, LLC. | 14,915 | $3.33M | 0.04% | −1,256−7.8% | Reduced |
| Gotham Asset Management, LLC | 14,869 | $3.32M | 0.03% | +1,249+9.2% | Added |
| Exchange Traded Concepts, LLC | 14,716 | $3.28M | 0.08% | +7,308+98.7% | Added |
| South Dakota Investment Council | 14,652 | $3.27M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 14,560 | $3.25M | 0.23% | −1,332−8.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,542 | $3.24M | 1.47% | −2,058−12.4% | Reduced |
| Pitcairn Co | 14,529 | $3.24M | 0.19% | −2,601−15.2% | Reduced |
| Accurate Wealth Management, LLC | 14,332 | $3.24M | 0.65% | −303−2.1% | Reduced |
| Change Path, LLC | 14,266 | $3.18M | 0.11% | +1,123+8.5% | Added |
| Quest Partners LLC | 14,183 | $3.16M | 0.28% | +14,005+7,868.0% | Added |
| NJ State Employees Deferred Compensation Plan | 14,100 | $3.15M | 0.37% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,083 | $3.14M | 0.02% | −937−6.2% | Reduced |
| Sumitomo Life Insurance Co | 14,073 | $3.14M | 0.06% | +214+1.5% | Added |
| Union Heritage Capital, LLC | 14,064 | $3.14M | 1.16% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 14,031 | $3.13M | 0.46% | +1,010+7.8% | Added |
| Empowered Funds, LLC | 13,937 | $3.11M | 0.05% | +717+5.4% | Added |
| La Banque Postale Asset Management SA | 13,924 | $3.11M | 0.05% | +13,924 | New |
| United Capital Financial Advisers, LLC | 13,919 | $3.11M | 0.03% | +321+2.4% | Added |
| Hamilton Capital Partners Inc. | 13,886 | $3.10M | 0.27% | +1,834+15.2% | Added |
| River Wealth Advisors LLC | 13,885 | $3.10M | 0.41% | −209−1.5% | Reduced |
| Hartline Investment Corp | 13,763 | $3.07M | 0.38% | +181+1.3% | Added |
| Freestone Capital Holdings, LLC | 13,752 | $3.07M | 0.11% | +34+0.2% | Added |
| Vident Advisory, LLC | 13,743 | $3.07M | 0.08% | +1,355+10.9% | Added |
| Bouvel Investment Partners, LLC | 13,473 | $3.01M | 1.13% | +82+0.6% | Added |
| Beacon Pointe Advisors, LLC | 13,441 | $3.00M | 0.03% | −2,110−13.6% | Reduced |
| Miracle Mile Advisors, LLC | 13,378 | $2.98M | 0.07% | −166−1.2% | Reduced |
| CAPROCK Group, Inc. | 13,267 | $2.96M | 0.11% | +649+5.1% | Added |
| Welch & Forbes LLC | 13,196 | $2.94M | 0.04% | −1,350−9.3% | Reduced |
| Commerzbank Aktiengesellschaft | 13,152 | $2.93M | 0.08% | +11,172+564.2% | Added |
| Moody National Bank Trust Division | 13,063 | $2.91M | 0.31% | −1,484−10.2% | Reduced |
| Toroso Investments, LLC | 13,013 | $2.90M | 0.03% | +1,911+17.2% | Added |
| G&S Capital LLC | 12,968 | $2.89M | 1.21% | +128+1.0% | Added |
| Dynasty Wealth Management, LLC | 12,967 | $2.89M | 0.09% | +183+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 12,940 | $2.89M | 0.13% | +1,147+9.7% | Added |
| Kimelman & Baird, LLC | 12,895 | $2.88M | 0.23% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,883 | $2.87M | 0.04% | +4,253+49.3% | Added |
| Two Sigma Advisers, LP | 12,800 | $2.86M | 0.01% | −4,600−26.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,784 | $2.85M | 0.87% | −7−0.1% | Reduced |
| Virtu Financial LLC | 12,756 | $2.85M | 0.16% | +167+1.3% | Added |
| Summit Financial, LLC | 12,654 | $2.82M | 0.11% | +256+2.1% | Added |
| HB Wealth Management, LLC | 12,638 | $2.82M | 0.03% | +467+3.8% | Added |
| Icon Wealth Advisors, LLC | 12,637 | $2.82M | 0.23% | +878+7.5% | Added |
| Ossiam | 12,604 | $2.81M | 0.05% | −388,368−96.9% | Reduced |
| Sciencast Management LP | 12,526 | $2.79M | 0.83% | +1,254+11.1% | Added |
| Park Avenue Securities LLC | 12,510 | $2.79M | 0.03% | −1,178−8.6% | Reduced |
| Private Trust Co NA | 12,509 | $2.79M | 0.28% | −193−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,377 | $2.76M | 0.01% | +1,742+16.4% | Added |
| HBK Sorce Advisory LLC | 12,375 | $2.76M | 0.08% | −297−2.3% | Reduced |
| Bokf, NA | 12,211 | $2.71M | 0.05% | −182−1.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.69M | 0.39% | 00.0% | Unchanged |
| First Manhattan Co | 11,903 | $2.66M | 0.01% | +848+7.7% | Added |
| Spire Wealth Management | 11,839 | $2.64M | 0.09% | +8,446+248.9% | Added |
| Larson Financial Group LLC | 11,690 | $2.61M | 0.15% | +585+5.3% | Added |
| Vestmark Advisory Solutions, Inc. | 11,655 | $2.60M | 0.10% | −172−1.5% | Reduced |
| Coldstream Capital Management Inc | 11,514 | $2.57M | 0.06% | +971+9.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,405 | $2.54M | 0.21% | +11,405 | New |
| United Services Automobile Association | 11,302 | $2.52M | 0.06% | −2,826−20.0% | Reduced |
| Horizon Investments, LLC | 11,314 | $2.51M | 0.07% | −22−0.2% | Reduced |
| TCW Group Inc | 11,194 | $2.50M | 0.02% | −158−1.4% | Reduced |
| CIBC World Markets Inc. | 11,058 | $2.47M | 0.01% | −79,691−87.8% | Reduced |
| Howland Capital Management LLC | 10,931 | $2.44M | 0.11% | −131−1.2% | Reduced |
| Tiaa Trust, National Association | 10,837 | $2.42M | 0.01% | −75−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,754 | $2.40M | 0.09% | −86−0.8% | Reduced |
| Regions Financial Corp | 10,580 | $2.36M | 0.02% | −479−4.3% | Reduced |
| TKG Advisors, LLC | 10,552 | $2.35M | 1.16% | +256+2.5% | Added |
| Wetherby Asset Management Inc | 10,509 | $2.34M | 0.11% | −69−0.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.34M | 1.21% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 10,499 | $2.33M | 0.41% | +360+3.6% | Added |
| HighPoint Advisor Group LLC | 10,479 | $2.30M | 0.13% | −325−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 10,286 | $2.29M | 0.07% | +276+2.8% | Added |
| Oddo BHF Asset Management SAS | 10,281 | $2.29M | 0.11% | +10,281 | New |
| Evercore Wealth Management, LLC | 10,249 | $2.29M | 0.03% | +212+2.1% | Added |
| Greenleaf Trust | 10,247 | $2.29M | 0.02% | +104+1.0% | Added |
| TownSquare Capital, LLC | 10,130 | $2.26M | 0.03% | +3,535+53.6% | Added |
| Capital Asset Advisory Services LLC | 10,037 | $2.25M | 0.11% | −187−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 10,062 | $2.24M | 0.04% | +343+3.5% | Added |
| Courier Capital LLC | 10,013 | $2.23M | 0.15% | +965+10.7% | Added |
| Cohen Klingenstein LLC | 10,000 | $2.23M | 0.08% | 00.0% | Unchanged |
| Axq Capital, LP | 9,967 | $2.22M | 0.67% | −49−0.5% | Reduced |
| Hills Bank & Trust Co | 9,955 | $2.22M | 0.17% | −108−1.1% | Reduced |
| Value Partners Investments Inc. | 9,875 | $2.21M | 0.18% | +747+8.2% | Added |
| Everence Capital Management Inc | 9,860 | $2.20M | 0.14% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 9,829 | $2.19M | 0.58% | −9,931−50.3% | Reduced |
| Qtron Investments LLC | 9,770 | $2.18M | 0.30% | +1,392+16.6% | Added |
| Vectors Research Management, LLC | 9,754 | $2.18M | 0.66% | +21+0.2% | Added |
| Enterprise Bank & Trust Co | 9,700 | $2.16M | 0.70% | +88+0.9% | Added |
| Raymond James Trust N.A. | 9,687 | $2.16M | 0.05% | +36+0.4% | Added |