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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1,371 | $291.0K | 0.01% | −773−36.1% | Reduced |
| Klingenstein Fields & Co LP | 1,370 | $291.0K | 0.01% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,374 | $291.9K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,377 | $292.4K | 0.03% | −314−18.6% | Reduced |
| Tyler-Stone Wealth Management | 1,380 | $293.1K | 0.05% | +231+20.1% | Added |
| Rothschild Capital Partners, LLC | 1,380 | $293.1K | 0.07% | +1,380 | New |
| Verdence Capital Advisors LLC | 1,381 | $293.3K | 0.02% | +136+10.9% | Added |
| Cromwell Holdings LLC | 1,390 | $295.3K | 0.17% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,392 | $295.7K | 0.17% | +22+1.6% | Added |
| Sterling Group Wealth Management, LLC | 1,399 | $297.2K | 0.15% | −176−11.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,399 | $297.2K | 0.14% | −131−8.6% | Reduced |
| Capital Wealth Planning, LLC | 1,400 | $297.4K | 0.00% | −196−12.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $298.0K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 1,412 | $299.9K | 0.00% | +58+4.3% | Added |
| Essex Savings Bank | 1,417 | $301.0K | 0.07% | −20−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 1,417 | $301.1K | 0.01% | +1,417 | New |
| Main Line Retirement Advisors, LLC | 1,418 | $301.1K | 0.20% | +1+0.1% | Added |
| Wellington Wealth Strategies, LLC. | 1,304 | $301.4K | 0.28% | +1,304 | New |
| Claro Advisors LLC | 1,422 | $302.1K | 0.04% | +112+8.5% | Added |
| Joel Isaacson & Co., LLC | 1,424 | $302.5K | 0.01% | −35−2.4% | Reduced |
| Diligent Investors, LLC | 1,425 | $302.7K | 0.07% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,427 | $302.9K | 0.13% | +1,427 | New |
| Simplicity Wealth,LLC | 1,426 | $303.0K | 0.06% | +239+20.1% | Added |
| XTX Topco Ltd | 1,429 | $303.5K | 0.03% | +1,429 | New |
| Angeles Wealth Management, LLC | 1,430 | $303.7K | 0.03% | −156−9.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,433 | $304.4K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,434 | $304.6K | 0.17% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,435 | $304.8K | 0.08% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 1,436 | $305.0K | 0.28% | +1,436 | New |
| Umpqua Bank | 1,430 | $305.1K | 0.11% | +20+1.4% | Added |
| Rehmann Capital Advisory Group | 1,437 | $305.4K | 0.02% | +38+2.7% | Added |
| WealthBridge Capital Management, LLC | 1,442 | $306.3K | 0.09% | +329+29.6% | Added |
| Prestige Wealth Management Group LLC | 1,442 | $306.4K | 0.06% | +73+5.3% | Added |
| Rockland Trust Co | 1,443 | $306.5K | 0.02% | −80−5.3% | Reduced |
| Fayez Sarofim & Co | 1,450 | $308.0K | 0.00% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,458 | $309.7K | 0.03% | +223+18.1% | Added |
| Drive Wealth Management, LLC | 1,461 | $310.3K | 0.08% | +20+1.4% | Added |
| Lindbrook Capital, LLC | 1,470 | $312.2K | 0.03% | +2+0.1% | Added |
| Breakwater Capital Group | 1,479 | $314.2K | 0.06% | −4−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,495 | $317.4K | 0.01% | +415+38.4% | Added |
| Deseret Mutual Benefit Administrators | 1,497 | $318.0K | 0.16% | +5+0.3% | Added |
| Yoffe Investment Management, LLC | 1,500 | $318.6K | 0.47% | +1,500 | New |
| Fundamentun, LLC | 1,500 | $318.7K | 0.02% | −99−6.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,502 | $319.1K | 0.02% | −100−6.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,505 | $319.7K | 0.12% | +756+100.9% | Added |
| Johnson & White Wealth Management, LLC | 1,515 | $320.0K | 0.19% | +1,515 | New |
| ExodusPoint Capital Management, LP | 1,511 | $321.0K | 0.00% | −15,752−91.2% | Reduced |
| Fortress Wealth Group, LLC | 1,464 | $321.1K | 0.15% | +359+32.5% | Added |
| Northeast Financial Consultants Inc | 1,514 | $321.6K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,518 | $322.0K | 0.02% | −11,238−88.1% | Reduced |
| Summit Global Investments | 1,522 | $323.0K | 0.02% | −13−0.8% | Reduced |
| FSM Wealth Advisors, LLC | 1,498 | $324.1K | 0.08% | +115+8.3% | Added |
| SlateStone Wealth, LLC | 1,531 | $325.0K | 0.03% | −44−2.8% | Reduced |
| Veracity Capital LLC | 1,533 | $325.6K | 0.12% | −14−0.9% | Reduced |
| Detalus Advisors, LLC | 1,541 | $327.3K | 0.11% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,543 | $328.0K | 0.14% | +415+36.8% | Added |
| TigerOak Management, L.L.C. | 1,553 | $329.9K | 0.12% | +1,553 | New |
| Tyche Wealth Partners LLC | 1,554 | $330.1K | 0.07% | +198+14.6% | Added |
| Pure Financial Advisors, Inc. | 1,560 | $331.4K | 0.01% | −1,066−40.6% | Reduced |
| Savvy Advisors, Inc. | 1,567 | $332.8K | 0.04% | −1,395−47.1% | Reduced |
| Bailard, Inc. | 1,570 | $333.5K | 0.01% | +33+2.1% | Added |
| Central Trust Co | 1,577 | $335.0K | 0.01% | −18−1.1% | Reduced |
| Alta Advisers Ltd | 1,578 | $335.2K | 0.21% | +115+7.9% | Added |
| FourThought Financial Partners, LLC | 1,579 | $335.6K | 0.03% | +1,579 | New |
| Capital Management Corp | 1,580 | $335.6K | 0.06% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,585 | $336.7K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,588 | $337.3K | 0.03% | −262−14.2% | Reduced |
| Acorn Creek Capital LLC | 1,590 | $337.7K | 0.17% | +2+0.1% | Added |
| Carret Asset Management, LLC | 1,590 | $337.7K | 0.04% | 00.0% | Unchanged |
| Alteri Wealth LLC | 1,595 | $338.8K | 0.09% | +1,595 | New |
| PUREfi Wealth, LLC | 1,598 | $339.4K | 0.33% | +1,598 | New |
| Palisades Hudson Asset Management, L.P. | 1,607 | $341.0K | 0.14% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $341.8K | 0.18% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,611 | $342.2K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,618 | $343.7K | 0.01% | −44−2.6% | Reduced |
| Members Wealth LLC | 1,504 | $344.4K | 0.26% | +1,504 | New |
| New Age Alpha Advisors, LLC | 1,622 | $344.5K | 0.01% | +1,529+1,644.1% | Added |
| Quantitative Investment Management, LLC | 1,625 | $345.0K | 0.03% | −2,731−62.7% | Reduced |
| Pallas Capital Advisors LLC | 1,626 | $345.5K | 0.01% | +393+31.9% | Added |
| Dechtman Wealth Management, LLC | 1,632 | $346.7K | 0.07% | +1+0.1% | Added |
| Meridian Wealth Advisors, LLC | 1,644 | $349.2K | 0.06% | +3+0.2% | Added |
| First Affirmative Financial Network | 1,650 | $350.4K | 0.20% | −163−9.0% | Reduced |
| Evoke Wealth, LLC | 1,652 | $350.9K | 0.01% | +42+2.6% | Added |
| Koshinski Asset Management, Inc. | 1,657 | $352.0K | 0.03% | −24−1.4% | Reduced |
| Kinloch Capital, LLC | 1,672 | $355.1K | 0.18% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,676 | $356.1K | 0.03% | +1,676 | New |
| Lockerman Financial Group, Inc. | 1,684 | $357.7K | 0.61% | +43+2.6% | Added |
| Investment Partners, Ltd. | 1,684 | $357.7K | 0.15% | +59+3.6% | Added |
| Stratos Wealth Advisors, LLC | 1,685 | $358.0K | 0.02% | +397+30.8% | Added |
| Moors & Cabot, Inc. | 1,690 | $359.1K | 0.02% | +29+1.7% | Added |
| Asset Allocation & Management Company, LLC | 1,700 | $361.0K | 0.20% | +1,700 | New |
| Jarislowsky, Fraser Ltd | 1,700 | $361.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,707 | $362.6K | 0.05% | +343+25.1% | Added |
| Douglass Winthrop Advisors, LLC | 1,708 | $362.8K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 1,708 | $362.8K | 0.08% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,709 | $363.0K | 0.07% | +2+0.1% | Added |
| Colonial River Wealth Management, LLC | 1,717 | $364.7K | 0.18% | +270+18.7% | Added |
| Catalyst Financial Partners LLC | 1,722 | $365.8K | 0.07% | +24+1.4% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $366.4K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,735 | $368.5K | 0.13% | +330+23.5% | Added |