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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 358 | $76.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 363 | $77.1K | 0.04% | +363 | New |
| Centricity Wealth Management, LLC | 372 | $79.0K | 0.07% | +372 | New |
| Stuart Chaussee & Associates, Inc. | 374 | $79.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 375 | $79.7K | 0.04% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 382 | $81.1K | 0.13% | +382 | New |
| Heritage Wealth Advisors | 394 | $83.7K | 0.00% | +6+1.5% | Added |
| Empirical Asset Management, LLC | 22,934 | $83.7K | 0.03% | +5,126+28.8% | Added |
| Ancora Advisors, LLC | 401 | $85.2K | 0.00% | +2+0.5% | Added |
| Addison Advisors LLC | 409 | $86.9K | 0.02% | +119+41.0% | Added |
| DHJJ Financial Advisors, Ltd. | 410 | $87.1K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 420 | $88.7K | 0.02% | −14−3.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 420 | $89.2K | 0.02% | +420 | New |
| New England Capital Financial Advisors LLC | 426 | $90.6K | 0.04% | −30−6.6% | Reduced |
| Pittenger & Anderson Inc | 429 | $91.1K | 0.00% | −20−4.5% | Reduced |
| S&T Bank | 430 | $91.3K | 0.03% | +430 | New |
| MV Capital Management, Inc. | 446 | $94.7K | 0.01% | −2−0.4% | Reduced |
| Islay Capital Management, LLC | 450 | $95.6K | 0.07% | 00.0% | Unchanged |
| Hara Capital LLC | 453 | $96.2K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 455 | $96.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 458 | $97.2K | 0.04% | +2+0.4% | Added |
| Eagle Bay Advisors LLC | 458 | $97.3K | 0.06% | −12−2.6% | Reduced |
| Richardson Financial Services Inc. | 461 | $97.7K | 0.07% | +186+67.6% | Added |
| Bayforest Capital Ltd | 468 | $99.4K | 0.12% | +468 | New |
| Johnson Financial Group, Inc. | 464 | $101.0K | 0.00% | +61+15.1% | Added |
| Sachetta, LLC | 477 | $101.3K | 0.04% | +276+137.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $102.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 491 | $104.3K | 0.01% | +93+23.4% | Added |
| Tompkins Financial Corp | 502 | $106.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 505 | $107.3K | 0.06% | +505 | New |
| Union Savings Bank | 512 | $108.8K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 517 | $109.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 550 | $116.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 556 | $118.1K | 0.01% | +129+30.2% | Added |
| Armstrong Advisory Group, Inc | 559 | $118.7K | 0.01% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 572 | $121.5K | 0.07% | +572 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 581 | $123.4K | 0.24% | +168+40.7% | Added |
| Eisler Capital Management Ltd. | 587 | $124.1K | 0.00% | +587 | New |
| Minot DeBlois Advisors LLC | 595 | $126.4K | 0.12% | +595 | New |
| First Horizon Advisors, Inc. | 596 | $126.7K | 0.00% | +74+14.2% | Added |
| Bogart Wealth, LLC | 617 | $131.2K | 0.01% | +36+6.2% | Added |
| Park Square Financial Group, LLC | 639 | $135.7K | 0.09% | +639 | New |
| SBI Securities Co., Ltd. | 642 | $136.4K | 0.00% | +642 | New |
| Rosenberg Matthew Hamilton | 644 | $136.8K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 658 | $139.0K | 0.12% | −17−2.5% | Reduced |
| Raleigh Capital Management Inc. | 660 | $140.2K | 0.05% | −12−1.8% | Reduced |
| Tobam | 695 | $148.0K | 0.05% | −184−20.9% | Reduced |
| Lavaca Capital LLC | 700 | $148.7K | 0.07% | +700 | New |
| Bruce G. Allen Investments, LLC | 712 | $151.2K | 0.12% | +2+0.3% | Added |
| Catalyst Capital Advisors LLC | 726 | $154.2K | 0.00% | +587+422.3% | Added |
| Versant Capital Management, Inc | 743 | $157.8K | 0.03% | +202+37.3% | Added |
| Nova Wealth Management, Inc. | 746 | $158.5K | 0.14% | +746 | New |
| Pacific Center for Financial Services | 751 | $159.5K | 0.04% | +615+452.2% | Added |
| St Germain D J Co Inc | 752 | $159.7K | 0.01% | −25−3.2% | Reduced |
| Hemington Wealth Management | 768 | $163.0K | 0.04% | +48+6.7% | Added |
| Chilton Capital Management LLC | 833 | $176.9K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 833 | $176.9K | 0.10% | +833 | New |
| Independence Bank of Kentucky | 862 | $183.1K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 863 | $183.3K | 0.02% | −2,840−76.7% | Reduced |
| AdvisorNet Financial, Inc | 872 | $185.2K | 0.02% | −885−50.4% | Reduced |
| Painted Porch Advisors LLC | 894 | $189.9K | 0.09% | +290+48.0% | Added |
| American National Bank | 916 | $194.6K | 0.02% | +29+3.3% | Added |
| Riverwater Partners LLC | 946 | $200.9K | 0.10% | −1−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 949 | $201.6K | 0.02% | +949 | New |
| Bristlecone Advisors, LLC | 951 | $202.0K | 0.02% | 00.0% | Unchanged |
| Stance Capital LLC | 956 | $203.1K | 0.13% | +956 | New |
| Fiduciary Planning LLC | 958 | $203.6K | 0.07% | +9+0.9% | Added |
| Sax Wealth Advisors, LLC | 962 | $204.3K | 0.02% | +18+1.9% | Added |
| Bingham Private Wealth, LLC | 966 | $205.2K | 0.22% | +966 | New |
| New Covenant Trust Company, N.A. | 968 | $205.2K | 0.20% | −26−2.6% | Reduced |
| Retirement Planning Group | 973 | $206.7K | 0.01% | +973 | New |
| McLean Asset Management Corp | 976 | $207.4K | 0.06% | +7+0.7% | Added |
| WPG Advisers, LLC | 986 | $209.4K | 0.19% | +986 | New |
| Catalytic Wealth RIA, LLC | 988 | $209.9K | 0.04% | +20+2.1% | Added |
| Unique Wealth, LLC | 992 | $210.7K | 0.04% | +75+8.2% | Added |
| USA Financial Portformulas Corp | 993 | $210.9K | 0.03% | −731−42.4% | Reduced |
| Appleton Partners Inc | 994 | $211.0K | 0.02% | +19+1.9% | Added |
| CVA Family Office, LLC | 996 | $211.6K | 0.03% | +35+3.6% | Added |
| R. W. Roge & Company, Inc. | 1,000 | $212.0K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Group | 1,000 | $212.4K | 0.03% | −918−47.9% | Reduced |
| Bluesphere Advisors, LLC | 1,000 | $212.4K | 0.10% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,004 | $213.3K | 0.02% | +2+0.2% | Added |
| Alpha Family Trust | 1,005 | $213.5K | 0.12% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,006 | $213.7K | 0.07% | +1,006 | New |
| Dudley Capital Management, LLC | 1,010 | $214.5K | 0.11% | 00.0% | Unchanged |
| Members Advisory Group LLC | 1,010 | $214.7K | 0.09% | +3+0.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,011 | $214.8K | 0.04% | +22+2.2% | Added |
| Family Investment Center, Inc. | 1,012 | $215.0K | 0.05% | −35−3.3% | Reduced |
| Horizon Bancorp Inc | 1,016 | $216.0K | 0.10% | −9−0.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,017 | $216.0K | 0.05% | +30+3.0% | Added |
| HHM Wealth Advisors, LLC | 1,018 | $216.2K | 0.03% | +1,018 | New |
| Meridian Wealth Management, LLC | 1,020 | $216.7K | 0.01% | +82+8.7% | Added |
| Childress Capital Advisors, LLC | 1,020 | $216.7K | 0.06% | −2−0.2% | Reduced |
| Wayfinding Financial, LLC | 1,026 | $217.0K | 0.12% | +1,026 | New |
| Means Investment Co., Inc. | 1,022 | $217.0K | 0.02% | +1+0.1% | Added |
| BayBridge Capital Group, LLC | 1,026 | $217.9K | 0.16% | +4+0.4% | Added |
| Main Street Financial Solutions, LLC | 1,026 | $217.9K | 0.02% | −151−12.8% | Reduced |
| FORA Capital, LLC | 1,028 | $218.4K | 0.02% | −25,906−96.2% | Reduced |
| Longboard Asset Management, LP | 1,028 | $218.4K | 0.58% | +1,028 | New |
| Terril Brothers, Inc. | 1,039 | $220.7K | 0.07% | +1,039 | New |