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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.

Institutional holdersQ4 2024: 1,578 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ4 2024: $94.2B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$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.

Institutions holding MRSH in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
nVerses Capital, LLC0$00.00%−4,900−100.0%Sold out
Marshall Financial Group LLC0$00.00%−4,814−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−4,062−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−4,023−100.0%Sold out
Icon Advisers Inc0$00.00%−4,000−100.0%Sold out
North Point Portfolio Managers Corp0$00.00%−3,994−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−3,703−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−3,445−100.0%Sold out
Baader Bank INC0$00.00%−3,091−100.0%Sold out
Capula Management Ltd0$00.00%−2,989−100.0%Sold out
Fluent Financial, LLC0$00.00%−2,651−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−2,620−100.0%Sold out
REDW Wealth LLC0$00.00%−2,537−100.0%Sold out
Gladius Capital Management LP0$00.00%−2,391−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−2,330−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,935−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−1,856−100.0%Sold out
Abner Herrman & Brock LLC0$00.00%−1,850−100.0%Sold out
Outlook Wealth Advisors, LLC0$00.00%−1,718−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−1,500−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,440−100.0%Sold out
Thrive Capital Management, LLC0$00.00%−1,285−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,258−100.0%Sold out
Trilogy Capital Inc.0$00.00%−1,244−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−1,189−100.0%Sold out
Bridgewater Associates, LP0$00.00%−1,132−100.0%Sold out
Beck Mack & Oliver LLC0$00.00%−1,100−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−1,060−100.0%Sold out
Prairieview Wealth Partners, LLC0$00.00%−1,063−100.0%Sold out
Middleton & Co Inc0$00.00%−1,060−100.0%Sold out
New Century Financial Group, LLC0$00.00%−1,045−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−1,045−100.0%Sold out
Associated Banc-Corp0$00.00%−1,042−100.0%Sold out
Advisor Resource Council0$00.00%−1,039−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−1,019−100.0%Sold out
Astoria Portfolio Advisors LLC.0$00.00%−1,009−100.0%Sold out
Code Waechter LLC0$00.00%−1,003−100.0%Sold out
Woodward Diversified Capital, LLC0$00.00%−996−100.0%Sold out
Bank of Nova Scotia Trust Co0$00.00%−980−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−977−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−971−100.0%Sold out
Wealthstream Advisors, Inc.0$00.00%−953−100.0%Sold out
Sabal Trust CO0$00.00%−949−100.0%Sold out
Heritage Investment Group, Inc.0$00.00%−941−100.0%Sold out
Howard Bailey Securities, LLC0$00.00%−929−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−928−100.0%Sold out
Arvest Bank Trust Division0$00.00%−923−100.0%Sold out
Baldwin Brothers Inc0$00.00%−922−100.0%Sold out
Ssi Investment Management LLC0$00.00%−921−100.0%Sold out
Stablepoint Partners, LLC0$00.00%−920−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−918−100.0%Sold out
Oxinas Partners Wealth Management LLC0$00.00%−915−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−913−100.0%Sold out
Mills Wealth Advisors LLC0$00.00%−905−100.0%Sold out
49 Wealth Management, LLC0$00.00%−902−100.0%Sold out
Nicholas Hoffman & Company, LLC.0$00.00%−898−100.0%Sold out
Kelly Financial Services LLC0$00.00%−897−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−517−100.0%Sold out
NBC Securities, Inc.0$00.00%−513−100.0%Sold out
Northwest Financial Advisors0$00.00%−496−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−450−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−427−100.0%Sold out
Golden State Equity Partners0$00.00%−420−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−350−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−223−100.0%Sold out
DSM Capital Partners LLC0$00.00%−274−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−256−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−241−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−214−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−183−100.0%Sold out
Kepos Capital LP0$00.00%−151−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−106−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−106−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−74−100.0%Sold out
ORG Wealth Partners, LLC0$00.00%−65−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−56−100.0%Sold out
Maryland Capital Advisors Inc.0$00.00%−50−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−33−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−20−100.0%Sold out
JDM Financial Group LLC0$00.00%−7−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−7−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−6−100.0%Sold out
Sanctuary Wealth Management, L.L.C.0$00.00%−4−100.0%Sold out
Reston Wealth Management LLC0$00.00%−4−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−2−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Prio Wealth Limited Partnership––––Not filed
Vancity Investment Management Ltd––––Not filed
Fort Pitt Capital Group, LLC––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
SpiderRock Advisors, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Argent Financial Group, Inc.––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Raymond James Trust N.A.––––Not filed
Cary Street Partners Asset Management LLC––––Not filed
Brophy Wealth Management, LLC––––Not filed
Pegasus Partners Ltd.––––Not filed