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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 5,951 | $1.33M | 0.30% | +5,951 | New |
| Andra AP-fonden | 5,900 | $1.32M | 0.02% | −13,100−68.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,866 | $1.31M | 0.18% | −116−1.9% | Reduced |
| Buckingham Strategic Partners | 5,815 | $1.30M | 0.03% | +104+1.8% | Added |
| Brighton Jones LLC | 5,778 | $1.29M | 0.05% | −4,357−43.0% | Reduced |
| US Asset Management LLC | 5,678 | $1.28M | 1.13% | −19−0.3% | Reduced |
| AXS Investments LLC | 5,740 | $1.28M | 0.34% | −80−1.4% | Reduced |
| Kathmere Capital Management, LLC | 5,732 | $1.28M | 0.12% | +654+12.9% | Added |
| Ironwood Investment Counsel, LLC | 5,725 | $1.28M | 0.21% | +41+0.7% | Added |
| DF Dent & Co Inc | 5,713 | $1.27M | 0.02% | +102+1.8% | Added |
| Pinnacle Associates Ltd | 6,698 | $1.27M | 0.02% | +266+4.1% | Added |
| Trust Asset Management LLC | 5,677 | $1.27M | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,664 | $1.26M | 0.01% | −1,099−16.3% | Reduced |
| Global Retirement Partners, LLC | 5,663 | $1.26M | 0.04% | +25+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,634 | $1.26M | 0.04% | +248+4.6% | Added |
| Kings Path Partners LLC | 5,625 | $1.25M | 0.53% | 00.0% | Unchanged |
| Aries Wealth Management | 5,607 | $1.25M | 0.34% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,548 | $1.24M | 0.16% | +5,548 | New |
| Prosperity Financial Group, Inc. | 5,541 | $1.24M | 0.69% | +28+0.5% | Added |
| Neville Rodie & Shaw Inc | 5,530 | $1.23M | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,526 | $1.23M | 0.02% | +122+2.3% | Added |
| Shell Asset Management Co | 5,512 | $1.23M | 0.05% | +5,512 | New |
| Center For Asset Management LLC | 5,496 | $1.23M | 0.73% | +100+1.9% | Added |
| Smartleaf Asset Management LLC | 5,377 | $1.20M | 0.15% | +1,393+35.0% | Added |
| Dover Advisors, LLC | 5,394 | $1.20M | 0.68% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,391 | $1.20M | 0.03% | +74+1.4% | Added |
| Ameritas Investment Partners, Inc. | 5,342 | $1.19M | 0.04% | −203−3.7% | Reduced |
| West Paces Advisors Inc. | 5,297 | $1.18M | 0.29% | +188+3.7% | Added |
| Legacy Wealth Asset Management, LLC | 5,292 | $1.18M | 0.32% | +38+0.7% | Added |
| Fullcircle Wealth LLC | 5,255 | $1.17M | 0.52% | +165+3.2% | Added |
| AA Financial Advisors, LLC | 5,201 | $1.16M | 0.34% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,197 | $1.16M | 0.11% | −289−5.3% | Reduced |
| Proequities, Inc. | 5,192 | $1.16M | 0.07% | +266+5.4% | Added |
| NorthStar Asset Management LLC | 5,146 | $1.15M | 0.77% | +1,151+28.8% | Added |
| Cascade Financial Partners, LLC | 5,136 | $1.14M | 0.14% | 00.0% | Unchanged |
| Boltwood Capital Management | 5,105 | $1.14M | 0.34% | −232−4.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.14M | 0.61% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,073 | $1.13M | 0.20% | −102−2.0% | Reduced |
| Charter Trust Co | 5,001 | $1.12M | 0.07% | −412−7.6% | Reduced |
| West Family Investments, Inc. | 4,990 | $1.11M | 0.38% | +288+6.1% | Added |
| HM Payson & Co | 4,937 | $1.10M | 0.02% | +131+2.7% | Added |
| Lake Street Advisors Group, LLC | 4,924 | $1.10M | 0.05% | +57+1.2% | Added |
| Pinebridge Investments, L.P. | 4,912 | $1.10M | 0.01% | −40,843−89.3% | Reduced |
| nVerses Capital, LLC | 4,900 | $1.09M | 0.50% | +700+16.7% | Added |
| We Are One Seven, LLC | 4,879 | $1.09M | 0.05% | −601−11.0% | Reduced |
| Manchester Capital Management LLC | 4,865 | $1.09M | 0.13% | +97+2.0% | Added |
| Csenge Advisory Group | 4,813 | $1.08M | 0.06% | −295−5.8% | Reduced |
| Marshall Financial Group LLC | 4,814 | $1.07M | 0.26% | +67+1.4% | Added |
| Douglas Lane & Associates, LLC | 4,811 | $1.07M | 0.01% | −22−0.5% | Reduced |
| Quadcap Wealth Management, LLC | 4,806 | $1.07M | 0.17% | +1,047+27.9% | Added |
| Integrated Advisors Network LLC | 4,786 | $1.07M | 0.05% | −228−4.5% | Reduced |
| JGP Wealth Management, LLC | 4,755 | $1.06M | 0.14% | +254+5.6% | Added |
| Murphy Pohlad Asset Management LLC | 4,730 | $1.06M | 0.44% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,727 | $1.05M | 0.06% | +249+5.6% | Added |
| EverSource Wealth Advisors, LLC | 4,707 | $1.05M | 0.07% | +50+1.1% | Added |
| Beck Bode, LLC | 4,702 | $1.05M | 0.20% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,667 | $1.04M | 0.01% | +34+0.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,652 | $1.04M | 0.03% | +4,652 | New |
| Connecticut Wealth Management, LLC | 4,623 | $1.03M | 0.05% | +55+1.2% | Added |
| Leavell Investment Management, Inc. | 4,607 | $1.03M | 0.05% | +16+0.3% | Added |
| Boston Financial Mangement LLC | 4,580 | $1.02M | 0.03% | −401−8.1% | Reduced |
| Red Door Wealth Management, LLC | 4,534 | $1.01M | 0.17% | −4−0.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,518 | $1.01M | 0.25% | +17+0.4% | Added |
| Schechter Investment Advisors, LLC | 4,513 | $1.01M | 0.07% | +75+1.7% | Added |
| Integrated Wealth Concepts LLC | 4,489 | $1.00M | 0.01% | +126+2.9% | Added |
| Criterion Capital Advisors, LLC | 4,735 | $997.7K | 0.63% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,468 | $996.7K | 0.20% | −246−5.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,445 | $991.7K | 0.09% | −193−4.2% | Reduced |
| Nicolet Bankshares Inc | 4,445 | $991.6K | 0.24% | +17+0.4% | Added |
| National Asset Management, Inc. | 4,429 | $987.4K | 0.03% | −60−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,116 | $986.8K | 0.01% | +7,380+197.5% | Added |
| Journey Strategic Wealth LLC | 4,356 | $971.8K | 0.04% | +479+12.4% | Added |
| Quantitative Investment Management, LLC | 4,356 | $971.0K | 0.10% | +1,751+67.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,324 | $964.6K | 0.19% | +1,148+36.1% | Added |
| Advance Capital Management, Inc. | 4,294 | $958.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 4,267 | $951.9K | 0.17% | −15−0.4% | Reduced |
| Nilsine Partners, LLC | 4,238 | $945.5K | 0.12% | −377−8.2% | Reduced |
| GM Advisory Group, Inc. | 4,196 | $936.0K | 0.06% | +160+4.0% | Added |
| Allred Capital Management, LLC | 4,194 | $935.6K | 0.37% | −99−2.3% | Reduced |
| Trust Co of Toledo NA | 4,178 | $932.1K | 0.13% | +508+13.8% | Added |
| Financial Advocates Investment Management | 4,165 | $929.2K | 0.05% | +85+2.1% | Added |
| Farther Finance Advisors, LLC | 4,146 | $925.0K | 0.03% | −179−4.1% | Reduced |
| Diversify Advisory Services, LLC | 4,163 | $923.5K | 0.05% | −194−4.5% | Reduced |
| Virtus ETF Advisers LLC | 4,062 | $906.2K | 0.42% | +4,062 | New |
| SRN Advisors, LLC | 4,044 | $902.2K | 0.80% | −161−3.8% | Reduced |
| Western Wealth Management, LLC | 4,044 | $902.1K | 0.05% | −272−6.3% | Reduced |
| Atlantic Union Bankshares Corp | 4,028 | $898.6K | 0.05% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,023 | $897.5K | 0.17% | +3,791+1,634.1% | Added |
| Northwest Bank & Trust Co | 4,023 | $897.4K | 0.68% | +74+1.9% | Added |
| Allworth Financial LP | 4,012 | $895.0K | 0.01% | +41+1.0% | Added |
| Westpac Banking Corp | 4,004 | $893.3K | 0.06% | +229+6.1% | Added |
| Icon Advisers Inc | 4,000 | $892.4K | 0.19% | −7,500−65.2% | Reduced |
| Paradigm Financial Partners, LLC | 3,949 | $891.4K | 0.12% | +535+15.7% | Added |
| North Point Portfolio Managers Corp | 3,994 | $891.0K | 0.14% | +3,994 | New |
| Quotient Wealth Partners, LLC | 3,980 | $887.9K | 0.03% | −42−1.0% | Reduced |
| SFMG, LLC | 3,965 | $884.5K | 0.07% | +19+0.5% | Added |
| Waypoint Capital Advisors, LLC | 3,956 | $882.5K | 0.19% | +35+0.9% | Added |
| Strategic Blueprint, LLC | 3,917 | $873.8K | 0.05% | +240+6.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,893 | $868.4K | 0.24% | −154−3.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,893 | $868.4K | 0.12% | −93−2.3% | Reduced |