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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 9,679 | $2.16M | 0.95% | +70+0.7% | Added |
| Signaturefd, LLC | 9,608 | $2.14M | 0.04% | +413+4.5% | Added |
| Delap Wealth Advisory, LLC | 9,574 | $2.14M | 1.35% | −105−1.1% | Reduced |
| Chatham Capital Group, Inc. | 9,513 | $2.12M | 0.35% | −100−1.0% | Reduced |
| Front Row Advisors LLC | 9,424 | $2.10M | 0.75% | −129−1.4% | Reduced |
| Perigon Wealth Management, LLC | 9,416 | $2.10M | 0.06% | +3,815+68.1% | Added |
| Bartlett & Co. Wealth Management LLC | 9,368 | $2.09M | 0.03% | −40.0% | Reduced |
| Vise Technologies, Inc. | 9,365 | $2.09M | 0.27% | −572−5.8% | Reduced |
| Grimes & Company, Inc. | 9,315 | $2.08M | 0.06% | +25+0.3% | Added |
| Univest Financial Corp | 9,302 | $2.08M | 0.14% | +9,302 | New |
| Ritholtz Wealth Management | 9,254 | $2.06M | 0.06% | +301+3.4% | Added |
| Cary Street Partners Asset Management LLC | 9,227 | $2.06M | 0.27% | −261−2.8% | Reduced |
| Ballentine Partners, LLC | 9,207 | $2.05M | 0.04% | +591+6.9% | Added |
| Northcape Capital Pty Ltd | 9,201 | $2.05M | 0.30% | −8,566−48.2% | Reduced |
| Quadrant Capital Group LLC | 9,196 | $2.05M | 0.14% | −108−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 9,027 | $2.01M | 0.03% | +43+0.5% | Added |
| Merit Financial Group, LLC | 8,898 | $1.99M | 0.04% | −3,022−25.4% | Reduced |
| Brass Tax Wealth Management, Inc | 8,754 | $1.95M | 0.42% | +6,309+258.0% | Added |
| Savant Capital, LLC | 8,741 | $1.95M | 0.02% | +928+11.9% | Added |
| Centiva Capital, LP | 8,694 | $1.94M | 0.09% | +8,694 | New |
| RMR Wealth Builders | 8,675 | $1.94M | 0.21% | +10.0% | Added |
| Bryn Mawr Trust Co | 8,640 | $1.93M | 0.03% | +5,799+204.1% | Added |
| Belpointe Asset Management LLC | 8,625 | $1.92M | 0.12% | −1,350−13.5% | Reduced |
| International Assets Investment Management, LLC | 427,764 | $1.92M | 0.01% | +426,425+31,846.5% | Added |
| Atria Wealth Solutions, Inc. | 8,583 | $1.91M | 0.02% | −273−3.1% | Reduced |
| Knollwood Investment Advisory, LLC | 8,430 | $1.88M | 0.20% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 8,424 | $1.88M | 0.89% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 8,396 | $1.87M | 0.12% | +4,911+140.9% | Added |
| Wealth Alliance | 8,394 | $1.87M | 0.22% | −119−1.4% | Reduced |
| Paloma Partners Management Co | 8,347 | $1.86M | 0.10% | −6,432−43.5% | Reduced |
| Mission Wealth Management, LP | 8,331 | $1.86M | 0.05% | −38−0.5% | Reduced |
| Scientech Research LLC | 8,310 | $1.85M | 0.37% | +8,310 | New |
| TD Private Client Wealth LLC | 8,279 | $1.85M | 0.05% | +92+1.1% | Added |
| Clearstead Advisors, LLC | 8,266 | $1.84M | 0.03% | +215+2.7% | Added |
| Landscape Capital Management, L.L.C. | 8,223 | $1.83M | 0.19% | −1,853−18.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,217 | $1.83M | 0.18% | +3,460+72.7% | Added |
| First National Trust Co | 8,193 | $1.83M | 0.07% | −32−0.4% | Reduced |
| Syon Capital LLC | 8,137 | $1.82M | 0.16% | −45−0.5% | Reduced |
| Citizens Financial Group Inc | 8,089 | $1.80M | 0.04% | +595+7.9% | Added |
| IAM Advisory, LLC | 8,068 | $1.80M | 0.45% | +161+2.0% | Added |
| Headlands Technologies LLC | 8,009 | $1.79M | 0.21% | +8,009 | New |
| LS Investment Advisors, LLC | 8,005 | $1.79M | 0.26% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,969 | $1.78M | 0.12% | −60−0.7% | Reduced |
| PFG Advisors | 7,956 | $1.77M | 0.11% | −1,312−14.2% | Reduced |
| iA Global Asset Management Inc. | 7,935 | $1.77M | 0.03% | +3,816+92.6% | Added |
| Brophy Wealth Management, LLC | 7,880 | $1.76M | 0.63% | +7,880 | New |
| Citizens & Northern Corp | 7,878 | $1.76M | 0.53% | +708+9.9% | Added |
| Advisory Services Network, LLC | 8,337 | $1.76M | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,867 | $1.76M | 0.02% | +257+3.4% | Added |
| PDT Partners, LLC | 7,850 | $1.75M | 0.16% | −33−0.4% | Reduced |
| Profund Advisors LLC | 7,774 | $1.73M | 0.07% | +353+4.8% | Added |
| Lantz Financial LLC | 7,739 | $1.73M | 0.47% | +27+0.4% | Added |
| DoubleLine ETF Adviser LP | 7,728 | $1.72M | 0.42% | −506−6.1% | Reduced |
| Venturi Wealth Management, LLC | 7,689 | $1.72M | 0.09% | −1,020−11.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,674 | $1.71M | 0.06% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,583 | $1.69M | 0.34% | −1,213−13.8% | Reduced |
| Wimmer Associates 1, LLC | 7,570 | $1.69M | 0.83% | −40−0.5% | Reduced |
| Matrix Trust Co | 7,399 | $1.65M | 0.31% | −104−1.4% | Reduced |
| Chesley Taft & Associates LLC | 7,391 | $1.65M | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 7,390 | $1.65M | 0.25% | −354−4.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,248 | $1.62M | 0.10% | +7,248 | New |
| WSFS Capital Management, LLC | 7,220 | $1.61M | 0.09% | −628−8.0% | Reduced |
| Wedmont Private Capital | 7,322 | $1.61M | 0.09% | +267+3.8% | Added |
| Thompson Siegel & Walmsley LLC | 7,182 | $1.60M | 0.02% | +8+0.1% | Added |
| Norway Savings Bank | 7,171 | $1.60M | 0.87% | +461+6.9% | Added |
| TCTC Holdings, LLC | 7,166 | $1.60M | 0.05% | −572−7.4% | Reduced |
| MAI Capital Management | 7,144 | $1.59M | 0.02% | −4,474−38.5% | Reduced |
| Parallel Advisors, LLC | 7,055 | $1.57M | 0.04% | +337+5.0% | Added |
| Summit Trail Advisors, LLC | 7,035 | $1.57M | 0.04% | +1,531+27.8% | Added |
| Pensionfund Sabic | 7,000 | $1.56M | 0.49% | −2,000−22.2% | Reduced |
| RCS Financial Planning, LLC | 6,904 | $1.54M | 0.86% | −10.0% | Reduced |
| Concurrent Investment Advisors, LLC | 6,890 | $1.54M | 0.05% | +998+16.9% | Added |
| Machina Capital S.A.S. | 6,846 | $1.53M | 0.61% | +6,846 | New |
| Aigen Investment Management, LP | 6,804 | $1.52M | 0.30% | −4,052−37.3% | Reduced |
| Fidelis Capital Partners, LLC | 6,759 | $1.51M | 0.18% | −93−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 6,730 | $1.50M | 0.41% | +32+0.5% | Added |
| Smithfield Trust Co | 6,703 | $1.50M | 0.07% | +30.0% | Added |
| Groupama Asset Managment | 8,335 | $1.49M | 0.04% | +40+0.5% | Added |
| LMCG Investments, LLC | 6,672 | $1.49M | 0.09% | −19−0.3% | Reduced |
| NorthRock Partners, LLC | 6,653 | $1.48M | 0.05% | +156+2.4% | Added |
| Shelton Capital Management | 6,598 | $1.47M | 0.04% | −10,387−61.2% | Reduced |
| Crestline Management, LP | 6,452 | $1.44M | 0.08% | +6,452 | New |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.44M | 0.13% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,380 | $1.42M | 0.11% | +298+4.9% | Added |
| Checchi Capital Advisers, LLC | 6,308 | $1.41M | 0.10% | −235−3.6% | Reduced |
| United Bank | 6,298 | $1.41M | 0.65% | +32+0.5% | Added |
| Venture Visionary Partners LLC | 6,282 | $1.40M | 0.06% | −4,122−39.6% | Reduced |
| Pegasus Partners Ltd. | 6,269 | $1.40M | 0.13% | −1,967−23.9% | Reduced |
| Exchange Bank | 6,239 | $1.39M | 1.14% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,235 | $1.39M | 0.07% | +1,754+39.1% | Added |
| Ferguson Wellman Capital Management, Inc | 6,209 | $1.39M | 0.03% | −7−0.1% | Reduced |
| Qsemble Capital Management, LP | 6,197 | $1.38M | 0.25% | +2,152+53.2% | Added |
| Gries Financial LLC | 6,170 | $1.38M | 0.26% | +517+9.1% | Added |
| Lester Murray Antman dba SimplyRich | 6,140 | $1.37M | 0.38% | +313+5.4% | Added |
| Elmwood Wealth Management, Inc. | 6,112 | $1.36M | 0.56% | −149−2.4% | Reduced |
| Concord Wealth Partners | 6,077 | $1.36M | 0.23% | +7+0.1% | Added |
| Highview Capital Management LLC | 6,048 | $1.35M | 0.55% | +293+5.1% | Added |
| Peapack Gladstone Financial Corp | 6,047 | $1.35M | 0.02% | +27+0.4% | Added |
| Principal Securities, Inc. | 6,025 | $1.34M | 0.03% | +493+8.9% | Added |
| Concord Asset Management, LLC | 5,964 | $1.33M | 0.30% | 00.0% | Unchanged |