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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 871,285 | $184.8M | 0.19% | −95,400−9.9% | Reduced |
| Polar Capital Holdings Plc | 874,000 | $185.6M | 1.04% | −122,375−12.3% | Reduced |
| Findlay Park Partners LLP | 887,967 | $188.6M | 1.87% | −1,000−0.1% | Reduced |
| Franklin Resources Inc | 927,525 | $197.0M | 0.06% | +765,696+473.2% | Added |
| National Pension Service | 933,501 | $198.3M | 0.19% | −12,361−1.3% | Reduced |
| Ninety One UK Ltd | 934,634 | $198.5M | 0.53% | +56,120+6.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 952,681 | $202.4M | 0.22% | +442,479+86.7% | Added |
| Rhumbline Advisers | 961,373 | $204.2M | 0.18% | −11,958−1.2% | Reduced |
| Raymond James Financial Inc | 975,841 | $207.3M | 0.08% | +975,841 | New |
| Manufacturers Life Insurance Company, The | 981,589 | $208.5M | 0.18% | +81,873+9.1% | Added |
| Bank of Montreal | 1,004,544 | $213.4M | 0.11% | −304,283−23.2% | Reduced |
| Aviva PLC | 1,004,622 | $213.4M | 0.55% | −57,294−5.4% | Reduced |
| Voloridge Investment Management, LLC | 1,037,566 | $220.4M | 0.78% | +52,802+5.4% | Added |
| BNP Paribas Arbitrage, SA | 1,071,283 | $227.6M | 0.18% | +77,402+7.8% | Added |
| Assenagon Asset Management S.A. | 1,108,758 | $235.5M | 0.42% | +1,093,817+7,320.9% | Added |
| American Century Companies Inc | 1,124,607 | $238.9M | 0.14% | −32,158−2.8% | Reduced |
| First Trust Advisors LP | 1,125,624 | $239.1M | 0.21% | +14,043+1.3% | Added |
| FIL Ltd | 1,136,015 | $241.3M | 0.23% | −80,053−6.6% | Reduced |
| Storebrand Asset Management AS | 1,171,869 | $248.9M | 0.76% | +70,268+6.4% | Added |
| Waverton Investment Management Ltd | 1,173,650 | $249.3M | 3.97% | +68,851+6.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,183,396 | $251.4M | 0.17% | +2,829+0.2% | Added |
| DekaBank Deutsche Girozentrale | 1,193,291 | $251.5M | 0.46% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,187,312 | $252.0M | 0.43% | +598,284+101.6% | Added |
| Envestnet Asset Management Inc | 1,224,318 | $260.1M | 0.08% | +45,782+3.9% | Added |
| Alliancebernstein L.P. | 1,338,413 | $284.3M | 0.10% | −12,375−0.9% | Reduced |
| Swiss National Bank | 1,389,300 | $295.1M | 0.20% | −75,600−5.2% | Reduced |
| HSBC Holdings PLC | 1,404,925 | $298.2M | 0.18% | +73,586+5.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,439,443 | $305.8M | 5.47% | +3,438+0.2% | Added |
| Qube Research & Technologies Ltd | 1,452,310 | $308.5M | 0.50% | +109,744+8.2% | Added |
| Impax Asset Management Group plc | 1,550,711 | $328.3M | 1.49% | −261,439−14.4% | Reduced |
| Acadian Asset Management LLC | 1,568,640 | $333.2M | 0.97% | −100,848−6.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,673,831 | $355.5M | 0.67% | +23,395+1.4% | Added |
| Bahl & Gaynor Inc | 1,904,629 | $404.6M | 2.14% | −24,286−1.3% | Reduced |
| Dimensional Fund Advisors LP | 2,028,627 | $430.9M | 0.10% | +71,493+3.7% | Added |
| Ako Capital LLP | 2,062,828 | $438.2M | 6.05% | +89,594+4.5% | Added |
| Janus Henderson Group PLC | 2,065,496 | $438.7M | 0.22% | −105,641−4.9% | Reduced |
| Stifel Financial Corp | 2,224,932 | $472.6M | 0.49% | +1,883,146+551.0% | Added |
| California Public Employees Retirement System | 2,238,499 | $475.5M | 0.32% | −10,872−0.5% | Reduced |
| Capital Research Global Investors | 2,420,723 | $514.2M | 0.11% | +14,432+0.6% | Added |
| Alphinity Investment Management Pty Ltd | 2,427,855 | $515.7M | 2.80% | −86,209−3.4% | Reduced |
| Royal Bank of Canada | 2,447,423 | $519.9M | 0.11% | +261,807+12.0% | Added |
| Barclays PLC | 2,502,691 | $531.6M | 0.26% | +265,023+11.8% | Added |
| Longview Partners (Guernsey) LTD | 2,561,114 | $544.0M | 4.06% | −107,749−4.0% | Reduced |
| Nippon Life Insurance Co | 2,622,700 | $557.1M | 9.42% | 00.0% | Unchanged |
| Primecap Management Co | 2,732,326 | $580.4M | 0.45% | −136,415−4.8% | Reduced |
| Lazard Asset Management LLC | 2,736,052 | $581.2M | 0.85% | −321,773−10.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,792,358 | $593.1M | 0.11% | +88,496+3.3% | Added |
| Invesco Ltd. | 2,827,608 | $600.6M | 0.11% | +258,384+10.1% | Added |
| Clearbridge Investments, LLC | 3,025,709 | $642.7M | 0.52% | −123,278−3.9% | Reduced |
| Jensen Investment Management Inc | 3,040,551 | $645.8M | 5.85% | −10,280−0.3% | Reduced |
| Bank of New York Mellon Corp | 3,286,899 | $698.2M | 0.13% | +71,990+2.2% | Added |
| Wells Fargo & Company | 3,466,282 | $736.3M | 0.18% | +226,961+7.0% | Added |
| Artisan Partners Limited Partnership | 3,485,200 | $740.3M | 1.14% | +4,266+0.1% | Added |
| Legal & General Group Plc | 3,535,195 | $750.9M | 0.20% | +14,423+0.4% | Added |
| Parnassus Investments | 3,569,141 | $758.1M | 1.68% | −705,739−16.5% | Reduced |
| Deutsche Bank AG | 3,719,830 | $790.1M | 0.31% | +759,573+25.7% | Added |
| Goldman Sachs Group Inc | 4,026,104 | $855.2M | 0.16% | +84,605+2.1% | Added |
| Amundi | 4,072,976 | $860.8M | 0.30% | +1,823,807+81.1% | Added |
| UBS Group AG | 4,277,574 | $908.6M | 0.20% | +175,865+4.3% | Added |
| Nuveen Asset Management, LLC | 4,581,773 | $973.2M | 0.27% | +308,759+7.2% | Added |
| JPMorgan Chase & Co | 4,809,597 | $1.02B | 0.08% | +809,826+20.2% | Added |
| UBS Asset Management Americas Inc | 5,218,488 | $1.11B | 0.26% | +609,602+13.2% | Added |
| Norges Bank | 5,819,813 | $1.24B | 0.16% | +32,677+0.6% | Added |
| Northern Trust Corp | 5,934,340 | $1.26B | 0.18% | +726,713+14.0% | Added |
| Mawer Investment Management Ltd. | 6,221,464 | $1.32B | 6.00% | −696,894−10.1% | Reduced |
| Bank of America Corp | 6,509,114 | $1.38B | 0.13% | −837,682−11.4% | Reduced |
| Morgan Stanley | 6,569,313 | $1.40B | 0.10% | +56,924+0.9% | Added |
| Wellington Management Group LLP | 8,309,240 | $1.76B | 0.32% | −247,219−2.9% | Reduced |
| Ameriprise Financial Inc | 8,332,473 | $1.77B | 0.45% | −49,405−0.6% | Reduced |
| Price T Rowe Associates Inc | 10,151,020 | $2.16B | 0.25% | +96,750+1.0% | Added |
| Massachusetts Financial Services Co | 10,346,113 | $2.20B | 0.69% | −478,474−4.4% | Reduced |
| Geode Capital Management, LLC | 12,050,565 | $2.55B | 0.20% | +145,134+1.2% | Added |
| Capital World Investors | 17,527,365 | $3.72B | 0.57% | −55,942−0.3% | Reduced |
| Capital International Investors | 18,243,788 | $3.87B | 0.73% | −84,568−0.5% | Reduced |
| FMR LLC | 21,234,404 | $4.51B | 0.27% | −210,706−1.0% | Reduced |
| State Street Corp | 21,251,329 | $4.51B | 0.18% | +337,127+1.6% | Added |
| BlackRock, Inc. | 41,620,471 | $8.84B | 0.18% | +10,5900.0% | Added |
| Vanguard Group Inc | 44,739,515 | $9.50B | 0.17% | +356,618+0.8% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −105,372−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −89,200−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −47,142−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −43,466−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,327−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −31,520−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −31,053−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −25,017−100.0% | Sold out |
| Impact Asset Management GmbH | 0 | $0 | 0.00% | −22,365−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −16,855−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −16,643−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,552−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −13,924−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −8,430−100.0% | Sold out |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −8,424−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,347−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −7,728−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −7,035−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,804−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,951−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |