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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 21,541 | $4.58M | 0.11% | −201−0.9% | Reduced |
| American Trust | 21,906 | $4.65M | 0.35% | −280−1.3% | Reduced |
| Plato Investment Management Ltd | 21,905 | $4.67M | 0.34% | +2,721+14.2% | Added |
| AIA Group Ltd | 22,081 | $4.69M | 0.11% | +4,881+28.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,142 | $4.70M | 0.33% | −394−1.7% | Reduced |
| Aviso Financial Inc. | 22,188 | $4.71M | 0.24% | +3,738+20.3% | Added |
| ING Groep NV | 22,197 | $4.71M | 0.03% | −2,589−10.4% | Reduced |
| Benjamin Edwards Inc | 22,216 | $4.72M | 0.07% | +646+3.0% | Added |
| E. Ohman J:or Asset Management AB | 22,264 | $4.73M | 0.11% | +2,140+10.6% | Added |
| Point72 Hong Kong Ltd | 22,800 | $4.84M | 0.30% | −11,337−33.2% | Reduced |
| Keybank National Association | 22,976 | $4.88M | 0.02% | −130−0.6% | Reduced |
| Jane Street Group, LLC | 23,390 | $4.97M | 0.01% | −24,779−51.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,436 | $4.98M | 0.03% | −44,309−65.4% | Reduced |
| New Mexico Educational Retirement Board | 23,441 | $4.98M | 0.17% | −700−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,551 | $5.00M | 0.40% | +15,334+186.6% | Added |
| Capital International Ltd | 23,646 | $5.02M | 0.20% | +2,647+12.6% | Added |
| Bellwether Advisors, LLC | 23,728 | $5.04M | 0.90% | −3,452−12.7% | Reduced |
| Centiva Capital, LP | 23,808 | $5.06M | 0.19% | +15,114+173.8% | Added |
| CWM, LLC | 24,105 | $5.12M | 0.02% | +2,055+9.3% | Added |
| Sustainable Insight Capital Management, LLC | 24,190 | $5.14M | 2.25% | +9,648+66.3% | Added |
| BNC Wealth Management, LLC | 24,472 | $5.20M | 1.71% | −68−0.3% | Reduced |
| Vinva Investment Management Ltd | 24,621 | $5.22M | 0.20% | +6,997+39.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 24,877 | $5.28M | 1.24% | +211+0.9% | Added |
| Reliant Investment Management, LLC | 24,939 | $5.30M | 2.34% | +1,320+5.6% | Added |
| Stonegate Investment Group, LLC | 25,200 | $5.35M | 0.14% | −2,344−8.5% | Reduced |
| Harrington Investments, INC | 25,255 | $5.36M | 2.95% | −309−1.2% | Reduced |
| Toroso Investments, LLC | 25,282 | $5.37M | 0.04% | +12,269+94.3% | Added |
| AustralianSuper Pty Ltd | 25,321 | $5.38M | 0.03% | +1,424+6.0% | Added |
| Triasima Portfolio Management inc. | 25,333 | $5.38M | 1.04% | +4,837+23.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 25,426 | $5.40M | 0.43% | +1,302+5.4% | Added |
| Commerce Bank | 25,476 | $5.41M | 0.03% | −405−1.6% | Reduced |
| Bonness Enterprises Inc | 25,500 | $5.42M | 1.90% | 00.0% | Unchanged |
| Diversified Trust Co | 25,669 | $5.45M | 0.13% | +114+0.4% | Added |
| Parcion Private Wealth LLC | 25,938 | $5.51M | 0.42% | +521+2.0% | Added |
| Callan Family Office, LLC | 26,142 | $5.55M | 0.35% | +24,570+1,563.0% | Added |
| Cornerstone Advisors, LLC | 26,300 | $5.59M | 0.22% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 26,395 | $5.61M | 0.16% | −803−3.0% | Reduced |
| Louisiana State Employees Retirement System | 26,400 | $5.61M | 0.11% | −1,300−4.7% | Reduced |
| FineMark National Bank & Trust | 26,444 | $5.62M | 0.20% | −155−0.6% | Reduced |
| Maryland State Retirement & Pension System | 26,528 | $5.63M | 0.12% | −1,907−6.7% | Reduced |
| NEOS Investment Management LLC | 26,822 | $5.70M | 0.13% | +6,216+30.2% | Added |
| Snowden Capital Advisors LLC | 26,853 | $5.70M | 0.18% | −1,003−3.6% | Reduced |
| Bancreek Capital Management, LP | 27,420 | $5.82M | 5.68% | −12,312−31.0% | Reduced |
| Cubist Systematic Strategies, LLC | 27,508 | $5.84M | 0.09% | −48,438−63.8% | Reduced |
| Cary Street Partners Financial LLC | 27,930 | $5.93M | 0.19% | +27,930 | New |
| Sone Capital Management, LLC | 28,008 | $5.95M | 0.75% | +28,008 | New |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.53% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 28,049 | $5.96M | 0.11% | −6,957−19.9% | Reduced |
| Legacy Advisors, LLC | 28,171 | $5.98M | 0.58% | −262−0.9% | Reduced |
| Exencial Wealth Advisors, LLC | 28,179 | $5.99M | 0.22% | −1,211−4.1% | Reduced |
| Colony Group, LLC | 28,317 | $6.02M | 0.02% | +5,990+26.8% | Added |
| Capital Planning Advisors, LLC | 28,378 | $6.03M | 0.93% | +2,532+9.8% | Added |
| Vontobel Holding Ltd. | 28,381 | $6.03M | 0.02% | +1,697+6.4% | Added |
| NBT Bank N A | 28,648 | $6.09M | 0.42% | −784−2.7% | Reduced |
| Groupe la Francaise | 28,721 | $6.09M | 0.16% | +28,721 | New |
| Bessemer Group Inc | 28,676 | $6.09M | 0.01% | −98−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 28,788 | $6.11M | 0.04% | +1,612+5.9% | Added |
| Synovus Financial Corp | 28,970 | $6.15M | 0.08% | −1,000−3.3% | Reduced |
| Metis Global Partners, LLC | 29,232 | $6.21M | 0.19% | +4,980+20.5% | Added |
| Zions Bancorporation, N.A. | 30,008 | $6.37M | 0.40% | +6,360+26.9% | Added |
| 1832 Asset Management L.P. | 30,164 | $6.41M | 0.01% | −129,428−81.1% | Reduced |
| Hartford Investment Management Co | 30,449 | $6.47M | 0.21% | −752−2.4% | Reduced |
| Oak Ridge Investments LLC | 30,649 | $6.51M | 0.51% | +1,701+5.9% | Added |
| Kinsale Capital Group, Inc. | 30,778 | $6.54M | 1.76% | +3,774+14.0% | Added |
| Tower View Investment Management & Research LLC | 31,099 | $6.61M | 3.49% | +274+0.9% | Added |
| Tower Research Capital LLC (TRC) | 31,364 | $6.66M | 0.13% | +11,806+60.4% | Added |
| BNP Paribas | 31,555 | $6.70M | 0.27% | +7,475+31.0% | Added |
| UniSuper Management Pty Ltd | 31,800 | $6.75M | 0.05% | +7,376+30.2% | Added |
| Churchill Management Corp | 31,815 | $6.76M | 0.07% | −302−0.9% | Reduced |
| Qsemble Capital Management, LP | 31,989 | $6.79M | 0.90% | +25,792+416.2% | Added |
| Northwestern Mutual Wealth Management Co | 32,029 | $6.80M | 0.01% | −703−2.1% | Reduced |
| Bell Asset Management Ltd | 32,465 | $6.90M | 1.26% | +3,595+12.5% | Added |
| Bleakley Financial Group, LLC | 32,622 | $6.93M | 0.21% | +2,440+8.1% | Added |
| Illinois Municipal Retirement Fund | 32,733 | $6.95M | 0.10% | 00.0% | Unchanged |
| CX Institutional | 33,204 | $7.05M | 0.28% | +3,805+12.9% | Added |
| Siemens Fonds Invest GmbH | 33,620 | $7.13M | 0.75% | +2,150+6.8% | Added |
| Ipswich Investment Management Co., Inc. | 33,609 | $7.14M | 1.72% | −146−0.4% | Reduced |
| Financial Engines Advisors L.L.C. | 33,788 | $7.18M | 0.02% | +30,799+1,030.4% | Added |
| Kentucky Retirement Systems | 33,793 | $7.18M | 0.21% | −465−1.4% | Reduced |
| Auxier Asset Management | 33,983 | $7.22M | 1.12% | −1,535−4.3% | Reduced |
| Change Path, LLC | 34,048 | $7.23M | 0.22% | +19,782+138.7% | Added |
| HRT Financial LP | 34,564 | $7.34M | 0.04% | −27,727−44.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,100 | $7.41M | 0.09% | +11,887+51.2% | Added |
| GWM Advisors LLC | 35,036 | $7.44M | 0.04% | +3,448+10.9% | Added |
| Andra AP-fonden | 35,500 | $7.54M | 0.12% | +29,600+501.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 35,634 | $7.57M | 0.12% | +35,634 | New |
| Achmea Investment Management B.V. | 35,829 | $7.61M | 0.13% | −32,646−47.7% | Reduced |
| Bennett Selby Investments LP | 36,537 | $7.76M | 3.08% | +48+0.1% | Added |
| Executive Wealth Management, LLC | 36,881 | $7.83M | 0.61% | −491−1.3% | Reduced |
| Marks Group Wealth Management, Inc | 37,127 | $7.89M | 0.78% | −1,026−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 37,961 | $8.06M | 0.03% | −8,153−17.7% | Reduced |
| Stokes Capital Advisors, LLC | 37,966 | $8.06M | 2.08% | +699+1.9% | Added |
| Quantinno Capital Management LP | 37,974 | $8.07M | 0.08% | +6,514+20.7% | Added |
| Steward Partners Investment Advisory, LLC | 38,435 | $8.16M | 0.07% | +1,200+3.2% | Added |
| Ieq Capital, LLC | 38,520 | $8.18M | 0.08% | +5,756+17.6% | Added |
| Avanza Fonder AB | 38,582 | $8.20M | 0.24% | +38,582 | New |
| Gulf International Bank (UK) Ltd | 38,729 | $8.23M | 0.21% | −375−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 39,013 | $8.29M | 0.01% | −2,032,238−98.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 39,148 | $8.32M | 1.73% | +1,473+3.9% | Added |
| Builder Investment Group Inc | 39,306 | $8.35M | 2.27% | −100−0.3% | Reduced |