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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 86,018 | $18.3M | 0.09% | +74,902+673.8% | Added |
| Banco Santander, S.A. | 86,622 | $18.4M | 0.22% | +5,253+6.5% | Added |
| Martingale Asset Management L P | 86,657 | $18.4M | 0.45% | −5,490−6.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,724 | $18.6M | 0.19% | +2,855+3.4% | Added |
| Aquatic Capital Management LLC | 88,052 | $18.7M | 0.51% | +1,752+2.0% | Added |
| IFM Investors Pty Ltd | 88,629 | $18.8M | 0.19% | −8,057−8.3% | Reduced |
| Atria Investments LLC | 88,755 | $18.9M | 0.23% | +4,902+5.8% | Added |
| Arrowstreet Capital, Limited Partnership | 89,642 | $19.0M | 0.02% | +89,642 | New |
| Compagnie Lombard Odier SCmA | 90,908 | $19.3M | 0.28% | +20,120+28.4% | Added |
| Davenport & Co LLC | 91,056 | $19.3M | 0.11% | +11,804+14.9% | Added |
| Sanctuary Advisors, LLC | 87,798 | $19.4M | 0.12% | +2,374+2.8% | Added |
| Cetera Investment Advisers | 92,520 | $19.7M | 0.04% | +31,897+52.6% | Added |
| British Columbia Investment Management Corp | 94,166 | $20.0M | 0.12% | +11,820+14.4% | Added |
| Carnegie Capital Asset Management, LLC | 94,384 | $20.0M | 0.58% | +4,465+5.0% | Added |
| QRG Capital Management, Inc. | 94,748 | $20.1M | 0.21% | −2,549−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 94,952 | $20.2M | 0.16% | +8,246+9.5% | Added |
| USS Investment Management Ltd | 95,145 | $20.2M | 0.15% | −2,616−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 95,511 | $20.3M | 0.03% | −1,974−2.0% | Reduced |
| Scotia Capital Inc. | 96,728 | $20.5M | 0.11% | +13,312+16.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 87,732 | $20.6M | 0.06% | +2,612+3.1% | Added |
| Prudential PLC | 98,144 | $20.8M | 0.11% | +44,145+81.8% | Added |
| Freestone Grove Partners LP | 99,473 | $21.1M | 0.26% | +99,473 | New |
| Creative Planning | 99,707 | $21.2M | 0.02% | +1,128+1.1% | Added |
| Candriam Luxembourg S.C.A. | 100,151 | $21.3M | 0.12% | +40,425+67.7% | Added |
| CIBC Asset Management Inc | 100,293 | $21.3M | 0.07% | +3,426+3.5% | Added |
| Crestwood Advisors Group LLC | 100,342 | $21.3M | 0.40% | +182+0.2% | Added |
| DnB Asset Management AS | 100,515 | $21.4M | 0.09% | −25,627−20.3% | Reduced |
| Washington Trust Co | 101,766 | $21.6M | 0.78% | +373+0.4% | Added |
| KBC Group NV | 102,838 | $21.8M | 0.06% | −114,109−52.6% | Reduced |
| Amalgamated Bank | 103,517 | $22.0M | 0.18% | −1,801−1.7% | Reduced |
| Northwest & Ethical Investments L.P. | 104,033 | $22.1M | 0.60% | +4,147+4.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 104,427 | $22.2M | 0.14% | −2,624−2.5% | Reduced |
| Van Eck Associates Corp | 104,879 | $22.3M | 0.03% | −2,935−2.7% | Reduced |
| ProShare Advisors LLC | 106,065 | $22.5M | 0.05% | +10,722+11.2% | Added |
| Retirement Systems of Alabama | 106,332 | $22.6M | 0.08% | −652−0.6% | Reduced |
| Czech National Bank | 106,485 | $22.6M | 0.21% | +6,310+6.3% | Added |
| Boston Family Office LLC | 107,164 | $22.8M | 1.56% | −1,451−1.3% | Reduced |
| Varma Mutual Pension Insurance Co | 107,304 | $22.8M | 0.17% | +900+0.8% | Added |
| Baillie Gifford & Co | 108,919 | $23.1M | 0.02% | +23,319+27.2% | Added |
| Janney Montgomery Scott LLC | 109,469 | $23.3M | 0.06% | −60,516−35.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 110,650 | $23.5M | 0.65% | +11,561+11.7% | Added |
| Brown Brothers Harriman & Co | 112,450 | $23.9M | 0.17% | −4,907−4.2% | Reduced |
| Walter Public Investments Inc. | 112,942 | $24.0M | 4.29% | +448+0.4% | Added |
| Nearwater Capital Markets, Ltd | 114,519 | $24.3M | 0.69% | +114,519 | New |
| Kames Capital plc | 120,410 | $25.6M | 0.34% | −4,579−3.7% | Reduced |
| Choate Investment Advisors | 121,756 | $25.9M | 0.62% | +146+0.1% | Added |
| Tredje AP-fonden | 122,078 | $25.9M | 0.23% | −2,744−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 123,395 | $26.2M | 0.90% | +78+0.1% | Added |
| Ensign Peak Advisors, Inc | 123,549 | $26.2M | 0.05% | −8,152−6.2% | Reduced |
| Canada Pension Plan Investment Board | 123,585 | $26.3M | 0.02% | −283,770−69.7% | Reduced |
| Ossiam | 126,821 | $26.9M | 0.47% | +114,217+906.2% | Added |
| Cerity Partners LLC | 125,657 | $27.0M | 0.06% | −5,029−3.8% | Reduced |
| Panagora Asset Management Inc | 127,430 | $27.1M | 0.13% | +17,316+15.7% | Added |
| Teachers Retirement System of the State of Kentucky | 127,693 | $27.1M | 0.24% | −8,675−6.4% | Reduced |
| Neuberger Berman Group LLC | 129,548 | $27.5M | 0.02% | −462−0.4% | Reduced |
| Captrust Financial Advisors | 129,681 | $27.5M | 0.08% | +16,851+14.9% | Added |
| Sequoia Financial Advisors, LLC | 130,509 | $27.7M | 0.27% | +15,079+13.1% | Added |
| EULAV Asset Management | 132,000 | $28.0M | 0.68% | 00.0% | Unchanged |
| MetLife Investment Management | 133,004 | $28.3M | 0.15% | +2,034+1.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 137,067 | $29.1M | 0.68% | −1,107−0.8% | Reduced |
| Cumberland Partners Ltd | 138,707 | $29.5M | 2.05% | −776−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 139,154 | $29.5M | 0.15% | +8,183+6.2% | Added |
| State of Michigan Retirement System | 140,675 | $29.9M | 0.16% | −1,400−1.0% | Reduced |
| State of Tennessee, Treasury Department | 141,824 | $30.1M | 0.11% | −43,616−23.5% | Reduced |
| Arizona State Retirement System | 142,088 | $30.2M | 0.18% | +581+0.4% | Added |
| Corebridge Financial, Inc. | 142,445 | $30.3M | 0.16% | −5,004−3.4% | Reduced |
| Glenmede Trust Co NA | 142,876 | $30.3M | 0.15% | −18,461−11.4% | Reduced |
| Macquarie Group Ltd | 162,372 | $30.4M | 0.04% | −110,146−40.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 144,628 | $30.7M | 0.38% | +25,554+21.5% | Added |
| Formuepleje A/S | 145,042 | $30.8M | 1.66% | −10,057−6.5% | Reduced |
| Comerica Bank | 149,660 | $31.8M | 0.13% | −2,225−1.5% | Reduced |
| Forsta Ap-Fonden | 150,500 | $32.0M | 0.23% | −300−0.2% | Reduced |
| US Bancorp | 153,667 | $32.6M | 0.04% | +89+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 153,931 | $32.7M | 0.33% | +4,800+3.2% | Added |
| Whittier Trust Co | 157,129 | $33.4M | 0.44% | +1,143+0.7% | Added |
| Resona Asset Management Co.,Ltd. | 157,683 | $33.5M | 0.20% | −3,791−2.3% | Reduced |
| STRS Ohio | 158,609 | $33.7M | 0.13% | −12,878−7.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 161,020 | $34.1M | 0.15% | −51,538−24.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 165,166 | $35.1M | 0.20% | +165,166 | New |
| LGT Capital Partners Ltd. | 165,180 | $35.1M | 1.34% | −4,000−2.4% | Reduced |
| Toronto Dominion Bank | 165,451 | $35.1M | 0.07% | −89,594−35.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 168,493 | $35.8M | 0.16% | +76,336+82.8% | Added |
| Victory Capital Management Inc | 170,245 | $36.2M | 0.04% | −5,780−3.3% | Reduced |
| Public Sector Pension Investment Board | 172,387 | $36.6M | 0.15% | +86,594+100.9% | Added |
| Rafferty Asset Management, LLC | 173,273 | $36.8M | 0.13% | +6,552+3.9% | Added |
| Pictet & Cie (Europe) SA | 175,031 | $37.2M | 0.82% | +175,031 | New |
| Nisa Investment Advisors, LLC | 179,263 | $38.1M | 0.15% | +296+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 179,546 | $38.1M | 0.39% | −29,848−14.3% | Reduced |
| State of New Jersey Common Pension Fund D | 179,791 | $38.2M | 0.15% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 184,191 | $38.9M | 0.06% | +36,483+24.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 183,900 | $39.1M | 0.33% | +46,700+34.0% | Added |
| AXA S.A. | 185,486 | $39.4M | 0.12% | +29,367+18.8% | Added |
| Dundas Partners LLP | 187,494 | $39.8M | 2.79% | 00.0% | Unchanged |
| Zacks Investment Management | 187,687 | $39.9M | 0.37% | −28,632−13.2% | Reduced |
| Handelsbanken Fonder AB | 191,512 | $40.7M | 0.16% | +16,464+9.4% | Added |
| Mn Services Vermogensbeheer B.V. | 194,788 | $41.4M | 0.28% | +3,700+1.9% | Added |
| Teewinot Capital Advisers, L.L.C. | 196,974 | $41.8M | 4.27% | +196,974 | New |
| Thrivent Financial for Lutherans | 197,344 | $42.0M | 0.08% | −144,846−42.3% | Reduced |
| Unigestion Holding SA | 199,067 | $42.3M | 2.43% | −38,308−16.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 202,019 | $42.9M | 3.36% | +2,266+1.1% | Added |