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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 67 | $14.2K | 0.00% | −38−36.2% | Reduced |
| Aspect Partners, LLC | 68 | $14.4K | 0.01% | −2−2.9% | Reduced |
| Creekmur Asset Management LLC | 70 | $14.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 72 | $15.2K | 0.00% | +1+1.4% | Added |
| GHP Investment Advisors, Inc. | 72 | $15.3K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 76 | $16.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 78 | $16.6K | 0.00% | +28+56.0% | Added |
| First Pacific Financial | 80 | $16.9K | 0.00% | +1+1.3% | Added |
| Darwin Advisors, LLC | 80 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 80 | $17.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 81 | $17.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 85 | $18.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 88 | $18.7K | 0.01% | +2+2.3% | Added |
| Murphy & Mullick Capital Management Corp | 88 | $18.7K | 0.02% | +88 | New |
| Moisand Fitzgerald Tamayo, LLC | 89 | $18.9K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 90 | $19.1K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $19.1K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 92 | $19.5K | 0.01% | +92 | New |
| Newbridge Financial Services Group, Inc. | 93 | $19.7K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 94 | $20.0K | 0.00% | +1+1.1% | Added |
| WealthCollab, LLC | 95 | $20.2K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 95 | $20.2K | 0.01% | +95 | New |
| Colonial Trust Advisors | 100 | $21.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $21.3K | 0.01% | −4−3.8% | Reduced |
| Bank of Jackson Hole Trust | 101 | $21.5K | 0.01% | +101 | New |
| Capital Analysts, LLC | 105 | $22.0K | 0.00% | −46−30.5% | Reduced |
| Coppell Advisory Solutions LLC | 104 | $22.0K | 0.00% | +54+108.0% | Added |
| Clean Yield Group | 105 | $22.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $22.5K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 110 | $23.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 110 | $23.4K | 0.02% | +110 | New |
| Crewe Advisors LLC | 111 | $23.6K | 0.00% | −53−32.3% | Reduced |
| Sunbelt Securities, Inc. | 118 | $25.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $26.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 129 | $27.4K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 132 | $28.0K | 0.01% | +3+2.3% | Added |
| Solstein Capital, LLC | 135 | $28.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 138 | $29.3K | 0.01% | +25+22.1% | Added |
| Meeder Asset Management Inc | 139 | $29.5K | 0.00% | −8−5.4% | Reduced |
| Clear Investment Research, LLC | 139 | $29.7K | 0.04% | 00.0% | Unchanged |
| Motco | 140 | $29.7K | 0.00% | −1,687−92.3% | Reduced |
| NVWM, LLC | 142 | $30.2K | 0.01% | −4−2.7% | Reduced |
| Cornerstone Planning Group LLC | 138 | $30.9K | 0.01% | +3+2.2% | Added |
| Atlas Capital Advisors LLC | 151 | $32.1K | 0.00% | −7−4.4% | Reduced |
| Indiana Trust & Investment Management CO | 151 | $32.1K | 0.01% | +28+22.8% | Added |
| Financial Life Planners | 155 | $33.0K | 0.03% | +155 | New |
| Global Financial Private Client, LLC | 157 | $33.3K | 0.01% | +6+4.0% | Added |
| Tradewinds Capital Management, LLC | 157 | $33.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 160 | $34.0K | 0.00% | −51−24.2% | Reduced |
| Canton Hathaway, LLC | 164 | $35.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 171 | $36.5K | 0.03% | +171 | New |
| Ameriflex Group, Inc. | 171 | $37.1K | 0.02% | +171 | New |
| ZRC Wealth Management, LLC | 178 | $37.8K | 0.02% | +31+21.1% | Added |
| Frazier Financial Advisors, LLC | 178 | $37.8K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 180 | $38.2K | 0.00% | +180 | New |
| Hilltop National Bank | 182 | $38.7K | 0.01% | −19−9.5% | Reduced |
| Transce3nd, LLC | 183 | $38.9K | 0.01% | +183 | New |
| Bell Investment Advisors, Inc | 188 | $39.9K | 0.01% | −9−4.6% | Reduced |
| Intelligent Financial Strategies | 189 | $40.1K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 190 | $40.4K | 0.00% | −277−59.3% | Reduced |
| Ridgewood Investments LLC | 193 | $41.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 195 | $41.0K | 0.01% | −2−1.0% | Reduced |
| Golden State Wealth Management, LLC | 194 | $41.3K | 0.01% | +194 | New |
| Rogco, LP | 202 | $42.9K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 205 | $43.5K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 206 | $43.8K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 210 | $44.6K | 0.00% | +210 | New |
| South State Corp. | 221 | $46.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 231 | $49.0K | 0.03% | +52+29.1% | Added |
| Lee Danner & Bass Inc | 231 | $49.1K | 0.00% | +231 | New |
| LRI Investments, LLC | 235 | $49.9K | 0.00% | +129+121.7% | Added |
| GW&K Investment Management, LLC | 234 | $50.0K | 0.00% | +13+5.9% | Added |
| J.Safra Asset Management Corp | 239 | $50.7K | 0.00% | +239 | New |
| Iron Horse Wealth Management, LLC | 240 | $51.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 246 | $52.3K | 0.00% | +28+12.8% | Added |
| Financial Management Professionals, Inc. | 254 | $54.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 255 | $54.1K | 0.03% | +3+1.2% | Added |
| Nemes Rush Group LLC | 262 | $55.6K | 0.01% | +31+13.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 264 | $56.1K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 264 | $56.1K | 0.01% | +264 | New |
| Virtus Investment Advisers, Inc. | 266 | $56.5K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 284 | $60.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 285 | $60.5K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 286 | $60.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 288 | $61.2K | 0.03% | +2+0.7% | Added |
| Trifecta Capital Advisors, LLC | 289 | $61.4K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 298 | $63.3K | 0.04% | 00.0% | Unchanged |
| Chelsea Counsel Co | 300 | $63.7K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 303 | $64.4K | 0.03% | +303 | New |
| Logan Capital Management Inc | 306 | $65.0K | 0.00% | +4+1.3% | Added |
| HighMark Wealth Management LLC | 308 | $65.3K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 315 | $66.8K | 0.03% | +25+8.6% | Added |
| Sandy Spring Bank | 316 | $67.1K | 0.00% | −44−12.2% | Reduced |
| Arlington Trust Co LLC | 327 | $69.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 328 | $69.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 331 | $70.3K | 0.01% | +3+0.9% | Added |
| Morse Asset Management, Inc | 334 | $70.9K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 334 | $70.9K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 355 | $75.4K | 0.02% | −42−10.6% | Reduced |