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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 39,385 | $8.37M | 1.79% | −303−0.8% | Reduced |
| Engineers Gate Manager LP | 39,777 | $8.45M | 0.15% | +9,289+30.5% | Added |
| Vestcor Inc | 40,376 | $8.58M | 0.28% | −953−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 40,514 | $8.61M | 0.16% | −2,112−5.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 40,526 | $8.61M | 0.09% | −10,175−20.1% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.82M | 1.10% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 41,912 | $8.90M | 0.98% | −2,537−5.7% | Reduced |
| Oregon Public Employees Retirement Fund | 42,095 | $8.94M | 0.16% | +50+0.1% | Added |
| Aurdan Capital Management, LLC | 42,542 | $9.04M | 3.47% | +42,542 | New |
| Huntington National Bank | 42,642 | $9.06M | 0.06% | +674+1.6% | Added |
| Blair William & Co | 42,763 | $9.08M | 0.03% | +1,974+4.8% | Added |
| Tokio Marine Asset Management Co Ltd | 42,991 | $9.13M | 0.32% | +30,051+232.2% | Added |
| Advisor Group Holdings, Inc. | 55,226 | $9.34M | 0.02% | +5,578+11.2% | Added |
| Elo Mutual Pension Insurance Co | 44,876 | $9.53M | 0.20% | −2,030−4.3% | Reduced |
| M&T Bank Corp | 45,359 | $9.63M | 0.03% | −1,136−2.4% | Reduced |
| Jump Financial, LLC | 45,565 | $9.68M | 0.20% | −67,851−59.8% | Reduced |
| DuPont Capital Management Corp | 45,873 | $9.74M | 0.91% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 46,547 | $9.89M | 0.18% | +14,659+46.0% | Added |
| Edmond de Rothschild Holding S.A. | 46,583 | $9.89M | 0.17% | +2,087+4.7% | Added |
| Foyston, Gordon, & Payne Inc | 46,866 | $9.95M | 2.64% | −587−1.2% | Reduced |
| Tudor Investment Corp Et Al | 46,908 | $9.96M | 0.11% | −45,883−49.4% | Reduced |
| MML Investors Services, LLC | 48,034 | $10.2M | 0.04% | +1,299+2.8% | Added |
| Pacer Advisors, Inc. | 48,262 | $10.3M | 0.02% | −9,714−16.8% | Reduced |
| Voleon Capital Management LP | 48,317 | $10.3M | 0.76% | +48,317 | New |
| Mercer Global Advisors Inc | 48,373 | $10.3M | 0.03% | −896−1.8% | Reduced |
| Union Bancaire Privee, UBP SA | 49,597 | $10.4M | 0.18% | +49,597 | New |
| CIBC Private Wealth Group, LLC | 49,086 | $10.4M | 0.02% | +415+0.9% | Added |
| Bridges Investment Management Inc | 49,405 | $10.5M | 0.15% | +5,066+11.4% | Added |
| Hudson Valley Investment Advisors Inc | 49,914 | $10.6M | 1.20% | −418−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 51,033 | $10.9M | 0.04% | +2,546+5.3% | Added |
| Phoenix Holdings Ltd. | 51,317 | $10.9M | 0.15% | +3,107+6.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 51,333 | $10.9M | 0.02% | +2,690+5.5% | Added |
| Calamos Wealth Management LLC | 52,105 | $11.1M | 0.55% | +12,824+32.6% | Added |
| Brinker Capital Investments, LLC | 53,044 | $11.3M | 0.11% | −209−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 53,044 | $11.3M | 0.11% | −209−0.4% | Reduced |
| Gillson Capital LP | 53,070 | $11.3M | 1.02% | +53,070 | New |
| King Luther Capital Management Corp | 55,196 | $11.7M | 0.05% | −2,550−4.4% | Reduced |
| Ci Investments Inc. | 56,246 | $11.9M | 0.05% | +4,046+7.8% | Added |
| Azimuth Capital Investment Management LLC | 56,441 | $12.0M | 0.47% | +1,055+1.9% | Added |
| JustInvest LLC | 56,614 | $12.0M | 0.18% | +1,666+3.0% | Added |
| Mutual of America Capital Management LLC | 58,836 | $12.5M | 0.13% | −1,721−2.8% | Reduced |
| Strategic Wealth Designers | 59,128 | $12.6M | 0.80% | −625−1.0% | Reduced |
| Wealthfront Advisers LLC | 59,730 | $12.7M | 0.04% | +3,521+6.3% | Added |
| First American Bank | 60,303 | $12.8M | 0.90% | +562+0.9% | Added |
| Capital International Sarl | 60,367 | $12.8M | 0.30% | +9,487+18.6% | Added |
| Harbour Trust & Investment Management Co | 61,170 | $13.0M | 1.48% | +874+1.4% | Added |
| Nissay Asset Management Corp | 61,049 | $13.0M | 0.08% | −1,375−2.2% | Reduced |
| Running Oak Capital LLC | 62,006 | $13.2M | 1.72% | +5,422+9.6% | Added |
| Annex Advisory Services, LLC | 62,012 | $13.2M | 0.40% | +2,626+4.4% | Added |
| Whittier Trust Co of Nevada Inc | 62,768 | $13.3M | 0.33% | +2,819+4.7% | Added |
| State of Alaska, Department of Revenue | 62,910 | $13.4M | 0.15% | −2,050−3.2% | Reduced |
| Washington Trust Bank | 62,932 | $13.4M | 1.28% | −1,084−1.7% | Reduced |
| Lido Advisors, LLC | 63,423 | $13.5M | 0.08% | +22,589+55.3% | Added |
| JLB & Associates Inc | 63,754 | $13.5M | 1.84% | −2,482−3.7% | Reduced |
| Apollon Wealth Management, LLC | 63,843 | $13.6M | 0.31% | +1,573+2.5% | Added |
| Quantbot Technologies LP | 64,356 | $13.7M | 0.50% | −5,525−7.9% | Reduced |
| Daiwa Securities Group Inc. | 64,564 | $13.7M | 0.06% | +4,277+7.1% | Added |
| Levin Capital Strategies, L.P. | 65,228 | $13.9M | 1.32% | +1,375+2.2% | Added |
| Gluskin Sheff & Assoc Inc | 65,690 | $14.0M | 1.67% | −13,924−17.5% | Reduced |
| Generali Asset Management SPA SGR | 65,707 | $14.0M | 0.36% | +65,707 | New |
| Public Employees Retirement Association of Colorado | 65,846 | $14.0M | 0.06% | −1,851−2.7% | Reduced |
| Swiss Life Asset Management Ltd | 66,490 | $14.1M | 0.10% | +14,617+28.2% | Added |
| Fulton Breakefield Broenniman LLC | 67,445 | $14.3M | 1.02% | −429−0.6% | Reduced |
| Ethic Inc. | 67,569 | $14.4M | 0.29% | +12,002+21.6% | Added |
| Rockefeller Capital Management L.P. | 67,707 | $14.4M | 0.04% | +50.0% | Added |
| West Coast Financial LLC | 67,815 | $14.4M | 1.59% | +941+1.4% | Added |
| Baker Avenue Asset Management, LP | 68,264 | $14.5M | 0.44% | +50.0% | Added |
| Gabelli Funds LLC | 68,400 | $14.5M | 0.11% | −5,900−7.9% | Reduced |
| Yousif Capital Management, LLC | 68,497 | $14.5M | 0.16% | −1,725−2.5% | Reduced |
| Brown Advisory Inc | 69,131 | $14.7M | 0.02% | +3,669+5.6% | Added |
| Oppenheimer Asset Management Inc. | 69,814 | $14.8M | 0.18% | +294+0.4% | Added |
| Alaska Permanent Fund Corp | 70,443 | $15.0M | 0.22% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 71,553 | $15.2M | 0.03% | +60,495+547.1% | Added |
| Guggenheim Capital LLC | 71,765 | $15.2M | 0.13% | −12,466−14.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 71,908 | $15.3M | 0.15% | +71,908 | New |
| New York Life Investment Management LLC | 72,824 | $15.5M | 0.15% | +188+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 72,969 | $15.5M | 0.03% | +4,816+7.1% | Added |
| Nixon Peabody Trust Co | 74,248 | $15.8M | 1.30% | +287+0.4% | Added |
| L1 Capital International Pty Ltd | 74,639 | $15.9M | 4.87% | +13,898+22.9% | Added |
| Itau Unibanco Holding S.A. | 75,000 | $15.9M | 0.50% | +75,000 | New |
| MUFG Securities EMEA plc | 75,000 | $15.9M | 0.30% | +75,000 | New |
| Gotham Asset Management, LLC | 75,789 | $16.1M | 0.15% | +60,920+409.7% | Added |
| Xponance, Inc. | 77,441 | $16.4M | 0.15% | −15,594−16.8% | Reduced |
| CIBC World Markets Corp | 77,533 | $16.5M | 0.10% | −17,858−18.7% | Reduced |
| Torray LLC | 77,877 | $16.5M | 2.37% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 78,618 | $16.7M | 0.20% | +9,421+13.6% | Added |
| Boston Private Wealth LLC | 78,679 | $16.7M | 0.31% | +78,679 | New |
| Factory Mutual Insurance Co | 79,400 | $16.9M | 0.18% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 79,706 | $16.9M | 1.15% | +437+0.6% | Added |
| Man Group plc | 80,619 | $17.1M | 0.05% | −16,990−17.4% | Reduced |
| Intech Investment Management LLC | 80,655 | $17.1M | 0.17% | −3,752−4.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80,799 | $17.2M | 0.15% | +1,434+1.8% | Added |
| Alps Advisors Inc | 80,947 | $17.2M | 0.11% | −68−0.1% | Reduced |
| Utah Retirement Systems | 81,721 | $17.4M | 0.19% | +200+0.2% | Added |
| Osborne Partners Capital Management, LLC | 81,878 | $17.4M | 1.01% | −51−0.1% | Reduced |
| Wesleyan Assurance Society | 81,926 | $17.4M | 1.33% | −4,500−5.2% | Reduced |
| Private Capital Advisors, Inc. | 82,807 | $17.6M | 2.09% | −1,648−2.0% | Reduced |
| PGGM Investments | 83,666 | $17.8M | 0.24% | −5,499−6.2% | Reduced |
| Railway Pension Investments Ltd | 83,700 | $17.8M | 0.24% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 84,577 | $18.0M | 0.41% | +13,733+19.4% | Added |