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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 11,941 | $2.54M | 0.05% | +427+3.7% | Added |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.56M | 0.35% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,099 | $2.57M | 0.08% | −276−2.2% | Reduced |
| Fiduciary Trust Co | 12,139 | $2.58M | 0.03% | −744−5.8% | Reduced |
| Bokf, NA | 12,443 | $2.60M | 0.04% | +232+1.9% | Added |
| Hartline Investment Corp | 12,265 | $2.61M | 0.30% | −1,498−10.9% | Reduced |
| Moody National Bank Trust Division | 12,405 | $2.63M | 0.28% | −658−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,483 | $2.65M | 0.01% | +106+0.9% | Added |
| Oddo BHF Asset Management SAS | 12,504 | $2.66M | 0.13% | +2,223+21.6% | Added |
| Vise Technologies, Inc. | 12,543 | $2.66M | 0.22% | +3,178+33.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,547 | $2.67M | 0.20% | +1,142+10.0% | Added |
| Private Trust Co NA | 12,549 | $2.67M | 0.27% | +40+0.3% | Added |
| Private Advisor Group, LLC | 12,662 | $2.69M | 0.02% | −1,421−10.1% | Reduced |
| Icon Wealth Advisors, LLC | 12,695 | $2.70M | 0.22% | +58+0.5% | Added |
| G&S Capital LLC | 12,712 | $2.70M | 1.11% | −256−2.0% | Reduced |
| Miracle Mile Advisors, LLC | 12,784 | $2.72M | 0.06% | −594−4.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,784 | $2.72M | 0.81% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 12,795 | $2.72M | 0.22% | −100−0.8% | Reduced |
| Magnetar Financial LLC | 12,841 | $2.73M | 0.06% | −15,314−54.4% | Reduced |
| Summit Financial, LLC | 13,024 | $2.77M | 0.10% | +370+2.9% | Added |
| Hantz Financial Services, Inc. | 13,255 | $2.81M | 0.05% | −3,994−23.2% | Reduced |
| Larson Financial Group LLC | 13,467 | $2.86M | 0.15% | +1,777+15.2% | Added |
| River Wealth Advisors LLC | 13,512 | $2.87M | 0.38% | −373−2.7% | Reduced |
| Prana Capital Management, LP | 13,562 | $2.88M | 0.14% | +13,562 | New |
| CAPROCK Group, Inc. | 13,568 | $2.88M | 0.09% | +301+2.3% | Added |
| Pitcairn Co | 13,580 | $2.88M | 0.17% | −949−6.5% | Reduced |
| Bouvel Investment Partners, LLC | 13,626 | $2.89M | 1.04% | +153+1.1% | Added |
| Souders Financial Advisors | 13,651 | $2.90M | 0.40% | −4,878−26.3% | Reduced |
| Dynasty Wealth Management, LLC | 13,655 | $2.90M | 0.05% | +688+5.3% | Added |
| Freestone Capital Holdings, LLC | 13,697 | $2.91M | 0.10% | −55−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 13,760 | $2.92M | 0.02% | −159−1.1% | Reduced |
| Sumitomo Life Insurance Co | 13,845 | $2.94M | 0.06% | −228−1.6% | Reduced |
| Lindenwold Advisors | 14,011 | $2.98M | 1.59% | −950−6.3% | Reduced |
| Accurate Wealth Management, LLC | 14,230 | $2.98M | 0.57% | −102−0.7% | Reduced |
| First Manhattan Co | 14,021 | $2.98M | 0.01% | +2,118+17.8% | Added |
| HB Wealth Management, LLC | 14,027 | $2.98M | 0.03% | +1,389+11.0% | Added |
| Union Heritage Capital, LLC | 14,064 | $2.99M | 1.10% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.99M | 0.36% | 00.0% | Unchanged |
| Entropy Technologies, LP | 14,278 | $3.03M | 0.31% | +10,473+275.2% | Added |
| Sciencast Management LP | 14,335 | $3.04M | 0.83% | +1,809+14.4% | Added |
| South Dakota Investment Council | 14,652 | $3.11M | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 14,844 | $3.15M | 0.07% | −185−1.2% | Reduced |
| Vident Advisory, LLC | 14,977 | $3.18M | 0.06% | +1,234+9.0% | Added |
| Kingsview Wealth Management, LLC | 15,021 | $3.19M | 0.06% | +94+0.6% | Added |
| Exchange Traded Concepts, LLC | 15,086 | $3.20M | 0.07% | +370+2.5% | Added |
| Bayesian Capital Management, LP | 15,125 | $3.21M | 0.39% | +15,125 | New |
| Kinneret Advisory, LLC | 15,494 | $3.29M | 0.31% | −722−4.5% | Reduced |
| V-Square Quantitative Management LLC | 15,503 | $3.29M | 0.47% | +1,472+10.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,593 | $3.31M | 0.07% | +70.0% | Added |
| First Citizens Bank & Trust Co | 15,730 | $3.34M | 0.06% | −403−2.5% | Reduced |
| Allstate Corp | 15,805 | $3.36M | 0.10% | +15,805 | New |
| Strategic Investment Advisors | 15,817 | $3.36M | 0.36% | −18−0.1% | Reduced |
| RSM US Wealth Management LLC | 16,068 | $3.41M | 0.05% | +305+1.9% | Added |
| Everence Capital Management Inc | 16,120 | $3.42M | 0.22% | +6,260+63.5% | Added |
| Nomura Holdings Inc | 16,180 | $3.44M | 0.02% | +15,084+1,376.3% | Added |
| Canada Post Corp Registered Pension Plan | 16,283 | $3.46M | 0.20% | +16,283 | New |
| Federated Hermes, Inc. | 16,415 | $3.49M | 0.01% | +161+1.0% | Added |
| Ascent Group, LLC | 16,427 | $3.49M | 0.26% | +584+3.7% | Added |
| DRW Securities, LLC | 16,600 | $3.53M | 0.24% | +16,600 | New |
| Alerus Financial NA | 16,669 | $3.54M | 0.27% | −1,684−9.2% | Reduced |
| NewEdge Wealth, LLC | 16,692 | $3.55M | 0.06% | −223−1.3% | Reduced |
| Hamilton Capital Partners Inc. | 16,758 | $3.56M | 0.27% | +2,872+20.7% | Added |
| Ronald Blue Trust, Inc. | 16,800 | $3.57M | 0.05% | −3,281−16.3% | Reduced |
| Empirical Finance, LLC | 16,876 | $3.58M | 0.21% | −226−1.3% | Reduced |
| Brentview Investment Management LLC | 17,113 | $3.63M | 2.07% | +17,113 | New |
| Becker Capital Management Inc | 17,241 | $3.66M | 0.12% | 00.0% | Unchanged |
| Heritage Trust Co | 17,279 | $3.67M | 0.43% | +17,279 | New |
| Merit Financial Group, LLC | 17,385 | $3.69M | 0.07% | +8,487+95.4% | Added |
| Point72 (DIFC) Ltd | 17,499 | $3.72M | 0.34% | −9,659−35.6% | Reduced |
| Red Cedar Investment Management, LLC | 17,521 | $3.72M | 0.47% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 17,544 | $3.73M | 0.75% | +14,880+558.6% | Added |
| Commerzbank Aktiengesellschaft | 17,677 | $3.75M | 0.09% | +4,525+34.4% | Added |
| Kestra Advisory Services, LLC | 17,697 | $3.76M | 0.02% | −1,971−10.0% | Reduced |
| Mechanics Bank Trust Department | 17,707 | $3.76M | 0.50% | +264+1.5% | Added |
| Cresset Asset Management, LLC | 17,802 | $3.78M | 0.02% | −25,485−58.9% | Reduced |
| Natixis | 17,911 | $3.80M | 0.03% | −313,652−94.6% | Reduced |
| Pensionmark Financial Group, LLC | 18,221 | $3.87M | 0.11% | +998+5.8% | Added |
| Morton Community Bank | 18,463 | $3.92M | 1.04% | +140+0.8% | Added |
| Agf Management Ltd | 18,814 | $4.00M | 0.02% | −3,438−15.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 18,822 | $4.00M | 0.27% | +609+3.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 19,004 | $4.04M | 1.58% | +219+1.2% | Added |
| Prosperity Consulting Group, LLC | 19,030 | $4.04M | 0.30% | +1,444+8.2% | Added |
| Suncoast Equity Management | 19,221 | $4.08M | 0.46% | +446+2.4% | Added |
| Gamco Investors, Inc. Et Al | 19,309 | $4.10M | 0.04% | −150−0.8% | Reduced |
| Occidental Asset Management, LLC | 19,359 | $4.11M | 0.64% | +1,555+8.7% | Added |
| Transcend Wealth Collective, LLC | 19,437 | $4.13M | 0.30% | +116+0.6% | Added |
| Argent Trust Co | 19,632 | $4.17M | 0.17% | +80+0.4% | Added |
| Burling Wealth Partners, LLC | 19,775 | $4.20M | 0.86% | +19,775 | New |
| Park Avenue Securities LLC | 19,861 | $4.22M | 0.04% | +7,351+58.8% | Added |
| Lafayette Investments, Inc. | 19,923 | $4.23M | 0.91% | −160−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 19,933 | $4.23M | 0.05% | +5,018+33.6% | Added |
| RBF Capital, LLC | 20,000 | $4.25M | 0.22% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 20,270 | $4.31M | 0.73% | −990−4.7% | Reduced |
| Omers Administration Corp | 20,585 | $4.37M | 0.04% | +3,495+20.5% | Added |
| Norinchukin Bank, The | 20,748 | $4.41M | 0.09% | +1,173+6.0% | Added |
| Essex LLC | 20,788 | $4.42M | 0.93% | −1,220−5.5% | Reduced |
| Conning Inc. | 20,947 | $4.45M | 0.16% | +369+1.8% | Added |
| Mediolanum International Funds Ltd | 21,214 | $4.49M | 0.06% | +21,214 | New |
| Brevan Howard Capital Management LP | 21,210 | $4.51M | 0.11% | +1,287+6.5% | Added |
| Evelyn Partners Investment Management LLP | 21,293 | $4.52M | 0.15% | +21,293 | New |