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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedmont Private Capital | 7,435 | $1.55M | 0.08% | +113+1.5% | Added |
| Courier Capital LLC | 7,329 | $1.56M | 0.11% | −2,684−26.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,354 | $1.56M | 0.21% | −36−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,406 | $1.57M | 0.32% | −177−2.3% | Reduced |
| IFP Advisors, Inc | 7,432 | $1.58M | 0.05% | +4,468+150.7% | Added |
| Venturi Wealth Management, LLC | 7,483 | $1.59M | 0.08% | −206−2.7% | Reduced |
| Matrix Trust Co | 7,561 | $1.61M | 0.28% | +162+2.2% | Added |
| PFG Advisors | 7,595 | $1.61M | 0.10% | −361−4.5% | Reduced |
| Syon Capital LLC | 7,627 | $1.62M | 0.15% | −510−6.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,634 | $1.62M | 0.06% | −40−0.5% | Reduced |
| Mission Wealth Management, LP | 7,710 | $1.64M | 0.04% | −621−7.5% | Reduced |
| Impact Capital Partners LLC | 7,715 | $1.64M | 0.58% | +7,715 | New |
| Lantz Financial LLC | 7,733 | $1.64M | 0.44% | −6−0.1% | Reduced |
| LS Investment Advisors, LLC | 7,749 | $1.65M | 0.24% | −256−3.2% | Reduced |
| PDT Partners, LLC | 7,854 | $1.67M | 0.15% | +4+0.1% | Added |
| Adviser Investments LLC | 7,883 | $1.67M | 0.02% | +16+0.2% | Added |
| Concurrent Investment Advisors, LLC | 7,933 | $1.69M | 0.05% | +1,043+15.1% | Added |
| Headlands Technologies LLC | 7,978 | $1.69M | 0.17% | −31−0.4% | Reduced |
| Clearstead Advisors, LLC | 8,016 | $1.70M | 0.03% | −250−3.0% | Reduced |
| Meeder Advisory Services, Inc. | 8,060 | $1.71M | 0.11% | +91+1.1% | Added |
| Citizens Financial Group Inc | 8,077 | $1.72M | 0.03% | −12−0.1% | Reduced |
| Evercore Wealth Management, LLC | 8,096 | $1.72M | 0.03% | −2,153−21.0% | Reduced |
| Nebula Research & Development LLC | 8,115 | $1.72M | 0.20% | +4,732+139.9% | Added |
| First National Trust Co | 8,120 | $1.72M | 0.06% | −73−0.9% | Reduced |
| Wealth Alliance | 8,238 | $1.75M | 0.21% | −156−1.9% | Reduced |
| IAM Advisory, LLC | 8,242 | $1.75M | 0.44% | +174+2.2% | Added |
| Citizens & Northern Corp | 8,282 | $1.76M | 0.48% | +404+5.1% | Added |
| Walleye Trading LLC | 8,404 | $1.79M | 0.04% | +7,116+552.5% | Added |
| Welch & Forbes LLC | 8,616 | $1.83M | 0.02% | −4,580−34.7% | Reduced |
| TD Private Client Wealth LLC | 8,619 | $1.83M | 0.05% | +340+4.1% | Added |
| RMR Wealth Builders | 8,637 | $1.83M | 0.19% | −38−0.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,649 | $1.84M | 0.49% | −1,180−12.0% | Reduced |
| Congress Wealth Management LLC | 8,688 | $1.85M | 0.03% | +5,142+145.0% | Added |
| Hilltop Holdings Inc. | 8,704 | $1.85M | 0.12% | +308+3.7% | Added |
| Quest Partners LLC | 8,735 | $1.86M | 0.25% | −5,448−38.4% | Reduced |
| Brighton Jones LLC | 8,738 | $1.86M | 0.05% | +2,960+51.2% | Added |
| Brass Tax Wealth Management, Inc | 8,759 | $1.86M | 0.39% | +5+0.1% | Added |
| Advisory Services Network, LLC | 8,839 | $1.88M | 0.03% | +502+6.0% | Added |
| Qtron Investments LLC | 8,870 | $1.88M | 0.26% | −900−9.2% | Reduced |
| Univest Financial Corp | 8,903 | $1.89M | 0.12% | −399−4.3% | Reduced |
| Inceptionr LLC | 8,974 | $1.91M | 0.43% | +5,347+147.4% | Added |
| Jefferies Financial Group Inc. | 8,975 | $1.91M | 0.02% | +8,975 | New |
| Atria Wealth Solutions, Inc. | 9,008 | $1.91M | 0.02% | +425+5.0% | Added |
| Savant Capital, LLC | 9,051 | $1.92M | 0.02% | +310+3.5% | Added |
| Grimes & Company, Inc. | 9,071 | $1.93M | 0.06% | −244−2.6% | Reduced |
| Readystate Asset Management LP | 9,108 | $1.93M | 0.08% | +7,464+454.0% | Added |
| Moneta Group Investment Advisors LLC | 9,144 | $1.94M | 0.03% | +117+1.3% | Added |
| Quadrant Capital Group LLC | 9,154 | $1.94M | 0.13% | −42−0.5% | Reduced |
| Ritholtz Wealth Management | 9,164 | $1.95M | 0.06% | −90−1.0% | Reduced |
| Chatham Capital Group, Inc. | 9,328 | $1.98M | 0.33% | −185−1.9% | Reduced |
| Front Row Advisors LLC | 9,424 | $2.00M | 0.69% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,490 | $2.02M | 0.04% | −118−1.2% | Reduced |
| Vectors Research Management, LLC | 9,498 | $2.02M | 0.69% | −256−2.6% | Reduced |
| Tealwood Asset Management Inc | 9,659 | $2.05M | 0.85% | −20−0.2% | Reduced |
| Enterprise Bank & Trust Co | 9,720 | $2.06M | 0.68% | +20+0.2% | Added |
| Oak Thistle LLC | 9,733 | $2.07M | 0.61% | +7,573+350.6% | Added |
| Ballentine Partners, LLC | 9,781 | $2.08M | 0.04% | +574+6.2% | Added |
| Mogy Joel R Investment Counsel Inc | 9,910 | $2.10M | 0.13% | +2,662+36.7% | Added |
| Pinnacle Associates Ltd | 9,960 | $2.12M | 0.03% | +3,262+48.7% | Added |
| Delap Wealth Advisory, LLC | 9,990 | $2.12M | 1.27% | +416+4.3% | Added |
| Pensionfund Sabic | 10,000 | $2.12M | 0.56% | +3,000+42.9% | Added |
| Cohen Klingenstein LLC | 10,000 | $2.12M | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,038 | $2.13M | 0.10% | −471−4.5% | Reduced |
| Regions Financial Corp | 10,064 | $2.14M | 0.02% | −516−4.9% | Reduced |
| Capital Asset Advisory Services LLC | 10,126 | $2.14M | 0.11% | +89+0.9% | Added |
| Greenleaf Trust | 10,213 | $2.17M | 0.02% | −34−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 10,275 | $2.18M | 0.02% | +10,005+3,705.6% | Added |
| Wealthcare Advisory Partners LLC | 10,296 | $2.19M | 0.06% | +10+0.1% | Added |
| Value Partners Investments Inc. | 10,337 | $2.19M | 1.24% | +462+4.7% | Added |
| Bryn Mawr Trust Co | 10,339 | $2.20M | 0.04% | +1,699+19.7% | Added |
| Hills Bank & Trust Co | 10,353 | $2.20M | 0.17% | +398+4.0% | Added |
| Bartlett & Co. Wealth Management LLC | 10,420 | $2.21M | 0.03% | +1,052+11.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.23M | 0.99% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 10,644 | $2.26M | 0.04% | +2,709+34.1% | Added |
| Northcape Capital Pty Ltd | 10,648 | $2.26M | 0.36% | +1,447+15.7% | Added |
| Balyasny Asset Management LLC | 10,674 | $2.27M | 0.01% | +7,254+212.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,692 | $2.27M | 0.09% | −62−0.6% | Reduced |
| Beck Bode, LLC | 10,738 | $2.28M | 0.42% | +6,036+128.4% | Added |
| Howland Capital Management LLC | 10,760 | $2.29M | 0.10% | −171−1.6% | Reduced |
| Perigon Wealth Management, LLC | 10,598 | $2.29M | 0.06% | +1,182+12.6% | Added |
| TKG Advisors, LLC | 10,522 | $2.30M | 1.06% | −30−0.3% | Reduced |
| Landscape Capital Management, L.L.C. | 10,946 | $2.33M | 0.25% | +2,723+33.1% | Added |
| Tiaa Trust, National Association | 10,970 | $2.33M | 0.01% | +133+1.2% | Added |
| Kestra Private Wealth Services, LLC | 10,999 | $2.34M | 0.04% | +937+9.3% | Added |
| Edgestream Partners, L.P. | 11,010 | $2.34M | 0.10% | −6,094−35.6% | Reduced |
| Proequities, Inc. | 10,825 | $2.35M | 0.13% | +5,633+108.5% | Added |
| Belpointe Asset Management LLC | 10,374 | $2.36M | 0.14% | +1,749+20.3% | Added |
| Empowered Funds, LLC | 11,164 | $2.37M | 0.03% | −2,773−19.9% | Reduced |
| Marshall Wace, LLP | 11,188 | $2.38M | 0.00% | +11,188 | New |
| United Services Automobile Association | 11,302 | $2.40M | 0.08% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,358 | $2.41M | 0.03% | −5,564−32.9% | Reduced |
| TCW Group Inc | 11,366 | $2.41M | 0.02% | +172+1.5% | Added |
| Te Ahumairangi Investment Management Ltd | 11,395 | $2.42M | 0.51% | +896+8.5% | Added |
| HighPoint Advisor Group LLC | 10,629 | $2.42M | 0.13% | +150+1.4% | Added |
| Beacon Pointe Advisors, LLC | 11,437 | $2.43M | 0.03% | −2,004−14.9% | Reduced |
| Horizon Investments, LLC | 11,569 | $2.45M | 0.07% | +255+2.3% | Added |
| Moran Wealth Management, LLC | 11,626 | $2.47M | 0.08% | +11,626 | New |
| University of Texas/Texas Am Investment Managment Co | 11,707 | $2.49M | 0.29% | −22,714−66.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,741 | $2.49M | 0.09% | +86+0.7% | Added |
| TownSquare Capital, LLC | 11,761 | $2.50M | 0.03% | +1,631+16.1% | Added |