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 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 1,043 | $221.5K | 0.11% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,043 | $221.7K | 0.01% | +59+6.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,046 | $222.2K | 0.01% | +22+2.1% | Added |
| Mesirow Financial Investment Management, Inc. | 1,050 | $223.1K | 0.00% | +100+10.5% | Added |
| Trueblood Wealth Management, LLC | 1,054 | $223.9K | 0.11% | +1,054 | New |
| Patron Partners Advisors, LLC | 1,063 | $225.8K | 0.12% | +12+1.1% | Added |
| Cottonwood Capital Advisors, LLC | 1,068 | $226.9K | 0.16% | +161+17.8% | Added |
| Alpha Financial Partners, LLC | 1,073 | $228.0K | 0.18% | +1,073 | New |
| Ariston Services Group | 1,079 | $229.2K | 0.20% | −4−0.4% | Reduced |
| MONECO Advisors, LLC | 1,080 | $229.5K | 0.02% | +113+11.7% | Added |
| Compass Capital Corp | 1,082 | $229.8K | 0.09% | +1,082 | New |
| Wedbush Securities Inc | 1,084 | $230.0K | 0.01% | −82−7.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,088 | $231.1K | 0.17% | +152+16.2% | Added |
| Jacobi Capital Management LLC | 1,092 | $232.0K | 0.02% | +117+12.0% | Added |
| BSW Wealth Partners | 1,093 | $232.2K | 0.03% | +7+0.6% | Added |
| Avidian Wealth Solutions, LLC | 1,096 | $232.7K | 0.01% | −15−1.4% | Reduced |
| Anchor Pointe Wealth Management, LLC | 1,106 | $234.5K | 0.30% | +1,106 | New |
| EagleClaw Capital Managment, LLC | 1,114 | $236.6K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,116 | $237.1K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,119 | $237.7K | 0.05% | +64+6.1% | Added |
| Avantax Planning Partners, Inc. | 1,120 | $237.9K | 0.01% | −9−0.8% | Reduced |
| Blueprint Investment Partners LLC | 1,120 | $238.0K | 0.04% | +1,120 | New |
| Riverview Trust Co | 1,122 | $238.3K | 0.22% | +6+0.5% | Added |
| Wesbanco Bank Inc | 1,126 | $239.2K | 0.01% | +21+1.9% | Added |
| Advyzon Investment Management, LLC | 1,128 | $239.6K | 0.09% | +1,128 | New |
| Portfolio Design Labs, LLC | 1,129 | $239.8K | 0.05% | +174+18.2% | Added |
| Schulz Wealth, LTD. | 1,135 | $241.1K | 0.19% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,141 | $242.4K | 0.05% | +128+12.6% | Added |
| Sivia Capital Partners, LLC | 1,143 | $242.9K | 0.12% | +4+0.4% | Added |
| Soltis Investment Advisors LLC | 1,152 | $244.6K | 0.02% | +10+0.9% | Added |
| Moss Adams Wealth Advisors LLC | 1,153 | $244.9K | 0.03% | +106+10.1% | Added |
| Heritage Oak Wealth Advisors LLC | 1,169 | $248.3K | 0.12% | +1,169 | New |
| Beacon Investment Advisory Services, Inc. | 1,176 | $249.8K | 0.01% | +1,176 | New |
| Quarry LP | 1,180 | $250.6K | 0.05% | +682+136.9% | Added |
| Sunflower Bank, N.A. | 1,181 | $250.9K | 0.07% | +46+4.1% | Added |
| Park Place Capital Corp | 1,182 | $251.1K | 0.07% | −35−2.9% | Reduced |
| Northside Capital Management, LLC | 1,185 | $251.7K | 0.07% | 00.0% | Unchanged |
| Intellus Advisors LLC | 1,191 | $253.0K | 0.04% | +1,191 | New |
| Insigneo Advisory Services, LLC | 1,196 | $253.9K | 0.03% | −288−19.4% | Reduced |
| StoneX Group Inc. | 1,196 | $254.0K | 0.01% | +1,196 | New |
| Court Place Advisors, LLC | 1,200 | $254.9K | 0.08% | −150−11.1% | Reduced |
| Perpetual Ltd | 1,200 | $254.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $254.9K | 0.06% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $254.9K | 0.15% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,203 | $255.5K | 0.00% | −56−4.4% | Reduced |
| Whalerock Point Partners, LLC | 1,206 | $256.2K | 0.06% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,206 | $256.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,209 | $256.8K | 0.01% | +25+2.1% | Added |
| Parthenon LLC | 1,213 | $257.7K | 0.03% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,233 | $257.8K | 0.11% | +1,233 | New |
| Braun-Bostich & Associates Inc. | 1,214 | $257.9K | 0.19% | −174−12.5% | Reduced |
| Duncan Williams Asset Management, LLC | 1,215 | $258.1K | 0.10% | +1,215 | New |
| E Fund Management Co., Ltd. | 1,216 | $258.3K | 0.01% | +1,216 | New |
| Genesis Private Wealth, LLC | 1,218 | $258.7K | 0.14% | +1,218 | New |
| HTLF Bank | 1,219 | $258.9K | 0.03% | −80−6.2% | Reduced |
| Grove Bank & Trust | 1,229 | $261.1K | 0.04% | +112+10.0% | Added |
| Ballast, Inc. | 1,230 | $261.3K | 0.07% | −1−0.1% | Reduced |
| SageView Advisory Group, LLC | 1,230 | $261.4K | 0.01% | −46−3.6% | Reduced |
| Wealth Management Associates, Inc. | 1,244 | $264.2K | 0.11% | +145+13.2% | Added |
| Nwam LLC | 1,248 | $265.0K | 0.02% | −37−2.9% | Reduced |
| Smart Money Group LLC | 1,252 | $266.0K | 0.09% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,253 | $266.1K | 0.09% | +4+0.3% | Added |
| Twin Focus Capital Partners, LLC | 1,253 | $266.2K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,259 | $267.4K | 0.02% | +8+0.6% | Added |
| Ibex Wealth Advisors | 1,259 | $267.5K | 0.03% | +1,259 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,260 | $267.7K | 0.01% | +50+4.1% | Added |
| New England Professional Planning Group Inc. | 1,261 | $267.8K | 0.13% | +50+4.1% | Added |
| Trust Co of Vermont | 1,262 | $268.1K | 0.01% | +825+188.8% | Added |
| Busey Wealth Management | 1,266 | $268.9K | 0.01% | −76−5.7% | Reduced |
| German American Bancorp, Inc. | 1,273 | $270.4K | 0.03% | −73−5.4% | Reduced |
| Victrix Investment Advisors | 1,273 | $270.4K | 0.19% | +1,273 | New |
| Medallion Wealth Advisors, LLC | 1,275 | $270.8K | 0.13% | +1,275 | New |
| Cornerstone Wealth Group, LLC | 1,275 | $270.9K | 0.02% | +25+2.0% | Added |
| Groupama Asset Managment | 1,279 | $271.1K | 0.01% | −7,056−84.7% | Reduced |
| Nichols & Pratt Advisers LLP | 1,277 | $271.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,278 | $271.5K | 0.04% | +92+7.8% | Added |
| Ignite Planners, LLC | 1,287 | $271.9K | 0.06% | +6+0.5% | Added |
| Destination Wealth Management | 1,282 | $272.3K | 0.01% | +123+10.6% | Added |
| Rossmore Private Capital | 1,286 | $273.2K | 0.03% | +120+10.3% | Added |
| Five Oceans Advisors | 1,289 | $273.8K | 0.13% | −65−4.8% | Reduced |
| Vestor Capital, LLC | 1,292 | $274.0K | 0.02% | +10+0.8% | Added |
| Resources Management Corp | 1,300 | $276.0K | 0.04% | −25−1.9% | Reduced |
| Onefund, LLC | 1,302 | $276.6K | 0.27% | +10+0.8% | Added |
| Great Valley Advisor Group, Inc. | 1,305 | $277.4K | 0.01% | +1,305 | New |
| Dempze Nancy E | 1,310 | $278.3K | 0.16% | −20−1.5% | Reduced |
| Aveo Capital Partners, LLC | 1,322 | $280.8K | 0.03% | −62−4.5% | Reduced |
| Geneos Wealth Management Inc. | 1,324 | $281.2K | 0.01% | +47+3.7% | Added |
| Millstone Evans Group, LLC | 1,325 | $281.4K | 0.19% | +1,325 | New |
| Colonial Trust Co | 1,335 | $283.5K | 0.04% | +193+16.9% | Added |
| HCR Wealth Advisors | 1,338 | $284.2K | 0.04% | −129−8.8% | Reduced |
| Farmers & Merchants Investments Inc | 1,338 | $284.2K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,340 | $284.6K | 0.01% | −111−7.6% | Reduced |
| YHB Investment Advisors, Inc. | 1,340 | $284.6K | 0.02% | −49−3.5% | Reduced |
| Legacy Advisory Services, LLC | 1,346 | $285.9K | 0.24% | +5+0.4% | Added |
| RFG Advisory, LLC | 1,349 | $286.5K | 0.01% | −71−5.0% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $286.8K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,352 | $287.2K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,360 | $288.9K | 0.03% | −2−0.1% | Reduced |
| Stiles Financial Services Inc | 1,367 | $290.2K | 0.11% | +82+6.4% | Added |
| Continuum Advisory, LLC | 1,368 | $290.6K | 0.04% | +97+7.6% | Added |