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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 3,883 | $866.3K | 0.29% | +384+11.0% | Added |
| Ledyard National Bank | 3,881 | $865.8K | 0.08% | +380+10.9% | Added |
| Fulton Bank, N.A. | 3,870 | $863.4K | 0.03% | +33+0.9% | Added |
| Stephens Inc | 3,867 | $862.7K | 0.01% | −645−14.3% | Reduced |
| TrinityPoint Wealth, LLC | 3,866 | $862.5K | 0.12% | −12−0.3% | Reduced |
| Missouri Trust & Investment Co | 3,865 | $862.2K | 0.30% | −268−6.5% | Reduced |
| GAMMA Investing LLC | 3,865 | $862.2K | 0.09% | +1,070+38.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,863 | $861.8K | 0.08% | +55+1.4% | Added |
| AMG National Trust Bank | 3,850 | $858.9K | 0.02% | −453−10.5% | Reduced |
| Fortis Capital Advisors, LLC | 3,807 | $849.3K | 0.28% | −1,296−25.4% | Reduced |
| White Pine Investment CO | 3,806 | $849.0K | 0.23% | −94−2.4% | Reduced |
| Entropy Technologies, LP | 3,805 | $848.9K | 0.09% | +3,805 | New |
| Dakota Wealth Management | 3,783 | $843.9K | 0.02% | −45−1.2% | Reduced |
| VeraBank, N.A. | 3,775 | $842.2K | 0.25% | 00.0% | Unchanged |
| McAdam, LLC | 3,774 | $841.9K | 0.05% | +91+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,766 | $837.9K | 0.01% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 3,749 | $836.4K | 0.16% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,726 | $831.2K | 0.01% | +2+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 3,725 | $831.1K | 0.01% | −131−3.4% | Reduced |
| Graypoint LLC | 3,717 | $829.2K | 0.05% | +355+10.6% | Added |
| Robertson Stephens Wealth Management, LLC | 3,703 | $826.1K | 0.03% | −620−14.3% | Reduced |
| Leonteq Securities AG | 3,703 | $826.1K | 0.10% | +2,080+128.2% | Added |
| Shira Ridge Wealth Management | 3,699 | $825.2K | 0.42% | −8−0.2% | Reduced |
| GTS Securities LLC | 3,695 | $824.3K | 0.02% | −4,399−54.3% | Reduced |
| Louisbourg Investments Inc. | 4,911 | $823.7K | 0.21% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,670 | $818.8K | 0.07% | +163+4.6% | Added |
| Hutchinson Capital Management | 3,670 | $818.7K | 0.16% | −11−0.3% | Reduced |
| Caldwell Trust Co | 3,666 | $817.8K | 0.09% | −385−9.5% | Reduced |
| Clarius Group, LLC | 3,646 | $810.9K | 0.06% | −151−4.0% | Reduced |
| Inceptionr LLC | 3,627 | $809.1K | 0.20% | +3,627 | New |
| Napatree Capital LLC | 3,603 | $803.8K | 0.56% | +334+10.2% | Added |
| Vista Investment Partners LLC | 3,600 | $803.1K | 0.26% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,594 | $801.8K | 0.06% | +179+5.2% | Added |
| Genesee Capital Advisors, LLC | 3,571 | $796.6K | 0.38% | −705−16.5% | Reduced |
| Ausdal Financial Partners, Inc. | 3,569 | $796.1K | 0.08% | −60−1.7% | Reduced |
| Congress Wealth Management LLC | 3,546 | $791.2K | 0.01% | −30−0.8% | Reduced |
| Mma Asset Management LLC | 3,504 | $781.7K | 0.21% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,500 | $780.8K | 0.15% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $780.8K | 0.26% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,460 | $771.7K | 0.02% | +814+30.8% | Added |
| Morningstar Investment Services LLC | 3,445 | $771.0K | 0.01% | +1,827+112.9% | Added |
| Ostrum Asset Management | 3,434 | $766.1K | 0.06% | +42+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,434 | $766.1K | 0.04% | +2,489+263.4% | Added |
| Balyasny Asset Management LLC | 3,420 | $763.0K | 0.00% | −493,295−99.3% | Reduced |
| Buckley Wealth Management, LLC | 3,401 | $758.7K | 0.23% | +138+4.2% | Added |
| Nebula Research & Development LLC | 3,383 | $754.7K | 0.09% | +3,383 | New |
| Founders Financial Securities LLC | 3,381 | $754.3K | 0.07% | +110+3.4% | Added |
| Essex Financial Services, Inc. | 3,393 | $752.8K | 0.05% | −3,524−50.9% | Reduced |
| Gateway Investment Advisers LLC | 3,341 | $745.3K | 0.01% | −67−2.0% | Reduced |
| Empower Advisory Group, LLC | 3,335 | $743.9K | 0.00% | −4−0.1% | Reduced |
| Level Four Advisory Services, LLC | 3,388 | $739.5K | 0.03% | −19−0.6% | Reduced |
| Ellevest, Inc. | 3,309 | $738.2K | 0.04% | +133+4.2% | Added |
| Atomi Financial Group, Inc. | 3,280 | $731.7K | 0.05% | +433+15.2% | Added |
| Rodgers Brothers Inc. | 3,250 | $725.0K | 0.09% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,249 | $724.8K | 0.03% | +3,249 | New |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $723.7K | 0.09% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,238 | $722.3K | 0.01% | +887+37.7% | Added |
| CWA Asset Management Group, LLC | 3,228 | $720.1K | 0.04% | +3,228 | New |
| Duncker Streett & Co Inc | 3,200 | $713.9K | 0.13% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,190 | $712.7K | 0.53% | +3,190 | New |
| Waller Financial Planning Group, Inc | 3,191 | $711.8K | 0.18% | +12+0.4% | Added |
| Waldron Private Wealth LLC | 3,189 | $711.4K | 0.03% | −4−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 3,189 | $711.4K | 0.02% | +110+3.6% | Added |
| AE Wealth Management LLC | 3,187 | $711.1K | 0.01% | +319+11.1% | Added |
| Bill Few Associates, Inc. | 3,173 | $707.9K | 0.25% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,163 | $705.7K | 0.01% | +627+24.7% | Added |
| Foundations Investment Advisors, LLC | 3,156 | $704.2K | 0.01% | +296+10.3% | Added |
| Defined Wealth Management, LLC | 3,146 | $701.8K | 0.46% | +15+0.5% | Added |
| Thrive Wealth Management, LLC | 3,134 | $699.2K | 0.13% | −46−1.4% | Reduced |
| Capital Investment Advisors, LLC | 3,124 | $696.9K | 0.01% | −147−4.5% | Reduced |
| 9258 Wealth Management, LLC | 3,093 | $690.0K | 0.10% | +121+4.1% | Added |
| Net Worth Advisory Group | 3,092 | $689.7K | 0.20% | +3,092 | New |
| Baader Bank INC | 3,091 | $688.2K | 0.06% | −254−7.6% | Reduced |
| Chilton Investment Co LLC | 3,067 | $684.2K | 0.02% | +155+5.3% | Added |
| Stratos Wealth Partners, LTD. | 3,031 | $676.4K | 0.01% | −170−5.3% | Reduced |
| SOL Capital Management CO | 3,030 | $676.0K | 0.08% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,030 | $676.0K | 0.03% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,000 | $669.0K | 0.25% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,989 | $666.8K | 0.00% | −12,427−80.6% | Reduced |
| Capula Management Ltd | 2,989 | $666.8K | 0.01% | +2,989 | New |
| 44 Wealth Management LLC | 2,976 | $665.1K | 0.23% | +2,976 | New |
| Delta Investment Management, LLC | 2,970 | $662.6K | 0.14% | +2,970 | New |
| IFP Advisors, Inc | 2,964 | $661.4K | 0.02% | −136−4.4% | Reduced |
| Savvy Advisors, Inc. | 2,962 | $660.9K | 0.13% | +1,801+155.1% | Added |
| Howard Capital Management Inc. | 2,952 | $658.6K | 0.01% | +2,952 | New |
| Drake & Associates, LLC | 2,951 | $658.4K | 0.21% | +506+20.7% | Added |
| Aaron Wealth Advisors | 2,925 | $652.5K | 0.08% | +185+6.8% | Added |
| David Loasby | 2,929 | $649.8K | 0.06% | +78+2.7% | Added |
| Trust Point Inc. | 2,910 | $649.2K | 0.05% | −108−3.6% | Reduced |
| McRae Capital Management Inc | 2,899 | $646.9K | 0.13% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 2,897 | $646.3K | 0.41% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,894 | $645.6K | 0.01% | +377+15.0% | Added |
| Strid Group, LLC | 2,873 | $641.0K | 0.10% | −25−0.9% | Reduced |
| Mutual Advisors, LLC | 2,881 | $640.9K | 0.02% | +356+14.1% | Added |
| Kearns & Associates LLC | 2,860 | $638.0K | 0.42% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,813 | $627.6K | 0.23% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,813 | $627.6K | 0.08% | +5+0.2% | Added |
| Requisite Capital Management, LLC | 2,809 | $626.7K | 0.13% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,805 | $625.8K | 0.39% | +34+1.2% | Added |
| Warther Private Wealth, LLC | 2,800 | $624.7K | 0.22% | −200−6.7% | Reduced |