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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, Q4 2024

Institutional positions in Marsh & McLennan Companies, Inc. as of Dec 31, 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
1,578
+81 vs. Q3 2024
Shares held
443.6M
+9.46M (+2.2%) vs. Q3 2024
Total value
$94.2B
−$2.55B (−2.6%) vs. Q3 2024
New holders
189
641 more added
Sold out
108
499 more reduced

34 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,578 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ4 2024: $94.2B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2024.

Institutions holding MRSH in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd606$3530.00%+332+121.2%Added
Van Hulzen Asset Management, LLC3$6380.00%+3New
West Branch Capital LLC4$8500.00%00.0%Unchanged
Activest Wealth Management4$8500.00%+4New
Transamerica Financial Advisors, Inc.2$1.00K0.00%−1−33.3%Reduced
Wood Tarver Financial Group, LLC9$1.00K0.00%+9New
Country Trust Bank5$1.06K0.00%−1−16.7%Reduced
WestEnd Advisors, LLC5$1.06K0.00%+1+25.0%Added
Truvestments Capital LLC5$1.06K0.00%+5New
Sugar Maple Asset Management, LLC5$1.06K0.00%+5New
WealthTrak Capital Management LLC5$1.06K0.00%+5New
Redwood Park Advisors LLC5$1.06K0.00%+5New
1620 Investment Advisors, Inc.6$1.20K0.00%00.0%Unchanged
Fairman Group, LLC6$1.27K0.00%−7−53.8%Reduced
Parkworth Wealth Management, Inc.6$1.27K0.00%+6New
Lummis Asset Management, LP8$1.70K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.8$1.70K0.00%+8New
BOK Financial Private Wealth, Inc.8$1.70K0.00%+8New
MPWM Advisory Solutions, LLC9$1.91K0.00%+9New
Hazlett, Burt & Watson, Inc.8$2.00K0.00%−13−61.9%Reduced
Clal Insurance Enterprises Holdings Ltd8$2.00K0.00%+8New
Winnow Wealth LLC11$2.16K0.00%+11New
Riggs Asset Managment Co. Inc.12$2.54K0.00%00.0%Unchanged
NewSquare Capital LLC12$2.55K0.00%+12New
PayPay Securities Corp12$2.55K0.11%+12New
Asset Planning,Inc12$2.55K0.00%+12New
Financial Perspectives, Inc12$2.56K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC15$3.19K0.00%+15New
Crowley Wealth Management, Inc.15$3.19K0.00%+15New
Highline Wealth Partners LLC15$3.19K0.00%−12−44.4%Reduced
Archer Investment Corp16$3.40K0.00%00.0%Unchanged
GoalVest Advisory LLC16$3.40K0.00%+16New
BankPlus Trust Department16$3.40K0.00%+16New
Longfellow Investment Management Co LLC17$3.61K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group17$3.61K0.00%00.0%Unchanged
Main Street Group, LTD17$3.61K0.00%00.0%Unchanged
North Star Investment Management Corp.18$3.82K0.00%−17−48.6%Reduced
Bradley & Co. Private Wealth Management, LLC19$4.04K0.00%+19New
Global Wealth Strategies & Associates19$4.04K0.00%+19New
Tucker Asset Management LLC20$4.25K0.00%+20New
Salem Investment Counselors Inc20$4.25K0.00%−37−64.9%Reduced
Wolff Wiese Magana LLC20$4.25K0.00%00.0%Unchanged
TD Capital Management LLC21$4.49K0.00%00.0%Unchanged
Stephens Consulting, LLC22$4.67K0.00%−46−67.6%Reduced
SJS Investment Consulting Inc.23$4.89K0.00%−72−75.8%Reduced
HBC Financial Services, PLLC28$5.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.24$5.10K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC24$5.10K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC25$5.31K0.00%00.0%Unchanged
Conquis Financial LLC25$5.31K0.01%+25New
Toth Financial Advisory Corp25$5.31K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc25$5.31K0.00%+25New
True Wealth Design, LLC25$5.35K0.00%−40−61.5%Reduced
New Wave Wealth Advisors LLC26$5.52K0.00%+26New
Legacy Investment Solutions, LLC25$5.68K0.00%−39−60.9%Reduced
Legacy Wealth Managment, LLC25$5.68K0.00%−39−60.9%Reduced
McIlrath & Eck, LLC29$6.16K0.00%00.0%Unchanged
Tacita Capital Inc29$6.16K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.29$6.16K0.01%+29New
Sound Income Strategies, LLC29$6.24K0.00%−48−62.3%Reduced
Atlantic Trust, LLC30$6.37K0.00%−4−11.8%Reduced
Caitlin John, LLC30$6.37K0.00%00.0%Unchanged
Westside Investment Management, Inc.30$6.37K0.00%00.0%Unchanged
Rakuten Securities, Inc.30$6.37K0.00%+19+172.7%Added
Laurel Wealth Advisors LLC30$6.37K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.31$6.58K0.00%−1−3.1%Reduced
Old Second National Bank of Aurora31$6.58K0.00%+31New
GPS Wealth Strategies Group, LLC32$6.85K0.00%−3−8.6%Reduced
TSFG, LLC34$7.00K0.00%00.0%Unchanged
Creative Capital Management Investments LLC35$7.43K0.00%00.0%Unchanged
TFC Financial Management36$7.65K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC36$7.65K0.01%00.0%Unchanged
Human Investing LLC36$7.65K0.00%+36New
Valued Wealth Advisors LLC38$8.07K0.01%+2+5.6%Added
BFSG, LLC39$8.28K0.00%00.0%Unchanged
Bullock Wealth Management Group39$8.28K0.00%00.0%Unchanged
Crews Bank & Trust39$8.28K0.00%+39New
Roxbury Financial LLC38$8.88K0.01%+38New
Coastline Trust Co42$8.92K0.00%00.0%Unchanged
FSA Wealth Management LLC42$8.92K0.00%00.0%Unchanged
Winch Advisory Services, LLC42$8.92K0.00%+42New
ESL Trust Services, LLC43$9.13K0.00%00.0%Unchanged
Red Tortoise LLC43$9.13K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC43$9.13K0.01%+43New
Horizons Wealth Management44$9.35K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC45$9.56K0.00%00.0%Unchanged
Westend Capital Management, LLC48$10.2K0.00%00.0%Unchanged
POM Investment Strategies, LLC48$10.2K0.01%+48New
Raffa Wealth Management, LLC51$10.8K0.00%−40−44.0%Reduced
Avion Wealth52$11.0K0.00%+2+4.0%Added
Evermay Wealth Management LLC55$11.7K0.00%00.0%Unchanged
Creative Financial Designs Inc57$12.1K0.00%00.0%Unchanged
Operose Advisors LLC58$12.3K0.00%−223−79.4%Reduced
Northwest Capital Management Inc58$12.3K0.01%00.0%Unchanged
Pflug Koory, LLC61$13.0K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC61$13.0K0.01%00.0%Unchanged
Perritt Capital Management Inc61$13.0K0.01%00.0%Unchanged
Copia Wealth Management62$13.2K0.01%+62New
Field & Main Bank65$13.8K0.00%00.0%Unchanged
Fairway Wealth LLC66$14.0K0.01%+66New