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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 1,738 | $369.2K | 0.03% | −320−15.5% | Reduced |
| Winton Group Ltd | 1,739 | $369.4K | 0.02% | +1,739 | New |
| Ewa, LLC | 1,743 | $370.3K | 0.14% | +3+0.2% | Added |
| MCF Advisors LLC | 1,745 | $370.7K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,753 | $372.5K | 0.02% | −590−25.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,754 | $372.5K | 0.03% | +1+0.1% | Added |
| GLOBALT Investments LLC | 1,754 | $372.6K | 0.01% | −72−3.9% | Reduced |
| Mayport, LLC | 1,768 | $375.5K | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,770 | $376.0K | 0.03% | +25+1.4% | Added |
| RDA Financial Network | 1,772 | $376.5K | 0.11% | +92+5.5% | Added |
| Rothschild Investment LLC | 1,774 | $376.8K | 0.02% | +7+0.4% | Added |
| Clark Capital Management Group, Inc. | 1,777 | $377.5K | 0.00% | +271+18.0% | Added |
| New Hampshire Trust | 1,778 | $377.7K | 0.08% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,787 | $379.6K | 0.36% | +1,787 | New |
| Dillon & Associates Inc | 1,800 | $382.0K | 0.05% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,800 | $382.3K | 0.03% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 1,800 | $382.3K | 0.18% | +1,800 | New |
| Norris Perne & French LLP | 1,802 | $382.8K | 0.03% | 00.0% | Unchanged |
| Tuttle Tactical Management | 1,806 | $383.6K | 1.97% | +464+34.6% | Added |
| Daymark Wealth Partners, LLC | 1,807 | $383.8K | 0.02% | +433+31.5% | Added |
| LeClair Wealth Partners LLC | 1,821 | $386.8K | 0.26% | +1,821 | New |
| Reynders McVeigh Capital Management, LLC | 1,820 | $387.0K | 0.02% | −275−13.1% | Reduced |
| Evergreen Capital Management LLC | 1,839 | $390.6K | 0.01% | −73−3.8% | Reduced |
| Cornerstone Advisory, LLC | 1,707 | $390.7K | 0.04% | +94+5.8% | Added |
| Cassady Schiller Wealth Management, LLC | 1,841 | $391.0K | 0.14% | +43+2.4% | Added |
| Chicago Partners Investment Group LLC | 1,851 | $391.3K | 0.01% | +695+60.1% | Added |
| Westover Capital Advisors, LLC | 1,843 | $391.5K | 0.09% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,846 | $392.1K | 0.06% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,849 | $392.7K | 0.04% | −91−4.7% | Reduced |
| Heritage Wealth Management, Inc. | 1,852 | $393.4K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,869 | $394.9K | 0.03% | −425,895−99.6% | Reduced |
| Hall Laurie J Trustee | 1,860 | $395.0K | 0.13% | 00.0% | Unchanged |
| Eastern Bank | 1,861 | $395.3K | 0.01% | −81−4.2% | Reduced |
| Umb Bank N A | 1,865 | $396.1K | 0.01% | +393+26.7% | Added |
| AGH Wealth Advisors, LLC | 1,872 | $397.6K | 0.37% | +1,872 | New |
| Opus Capital Group, LLC | 1,878 | $399.0K | 0.05% | −413−18.0% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $399.5K | 0.13% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,885 | $400.5K | 0.00% | +46+2.5% | Added |
| Hexagon Capital Partners LLC | 1,886 | $400.6K | 0.07% | +127+7.2% | Added |
| Dark Forest Capital Management LP | 1,898 | $403.2K | 0.06% | −3,650−65.8% | Reduced |
| L2 Asset Management, LLC | 1,901 | $403.8K | 0.09% | −51−2.6% | Reduced |
| Journey Advisory Group, LLC | 1,920 | $404.6K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,910 | $406.0K | 0.06% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,910 | $406.0K | 0.29% | +83+4.5% | Added |
| Berkshire Asset Management LLC | 1,865 | $408.4K | 0.02% | +182+10.8% | Added |
| CKW Financial Group | 1,941 | $412.0K | 0.05% | +4+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,952 | $414.7K | 0.02% | −82−4.0% | Reduced |
| Advisors Preferred, LLC | 1,964 | $415.1K | 0.07% | −528−21.2% | Reduced |
| Kanawha Capital Management LLC | 1,960 | $416.3K | 0.03% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,960 | $416.3K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,965 | $417.4K | 0.04% | +74+3.9% | Added |
| Pine Valley Investments Ltd Liability Co | 1,980 | $420.6K | 0.03% | −4−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,985 | $421.6K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,987 | $422.1K | 0.06% | −82−4.0% | Reduced |
| Fisher Asset Management, LLC | 1,993 | $423.5K | 0.00% | +836+72.3% | Added |
| S&CO Inc | 2,000 | $424.0K | 0.03% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,000 | $424.8K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,008 | $426.5K | 0.06% | −461−18.7% | Reduced |
| Global Endowment Management, LP | 2,015 | $428.0K | 0.05% | −44−2.1% | Reduced |
| Sentry Investment Management LLC | 2,025 | $430.0K | 0.20% | −330−14.0% | Reduced |
| Gladstone Institutional Advisory LLC | 2,028 | $430.7K | 0.02% | −353−14.8% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $431.4K | 0.30% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,034 | $432.1K | 0.03% | +2,005+6,913.8% | Added |
| PFG Investments, LLC | 2,042 | $433.6K | 0.03% | −371−15.4% | Reduced |
| Core Alternative Capital | 2,056 | $436.7K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,059 | $437.4K | 0.01% | −21−1.0% | Reduced |
| Gratus Wealth Advisors, LLC | 2,060 | $437.6K | 0.07% | 00.0% | Unchanged |
| Optas, LLC | 2,070 | $439.7K | 0.09% | +127+6.5% | Added |
| Kestra Investment Management, LLC | 2,082 | $442.2K | 0.02% | −1,167−35.9% | Reduced |
| Congress Asset Management Co | 2,087 | $443.3K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,093 | $444.6K | 0.07% | +82+4.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,098 | $445.6K | 0.01% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,099 | $445.8K | 0.24% | +237+12.7% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $446.1K | 0.13% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,035 | $446.3K | 0.28% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,105 | $447.0K | 0.09% | −11−0.5% | Reduced |
| Smith, Salley & Associates | 2,111 | $448.3K | 0.03% | +45+2.2% | Added |
| Tradewinds, LLC. | 1,978 | $450.1K | 0.13% | −89−4.3% | Reduced |
| Tower Bridge Advisors | 2,129 | $452.2K | 0.05% | −89−4.0% | Reduced |
| WestHill Financial Advisors, Inc. | 2,142 | $455.0K | 0.10% | 00.0% | Unchanged |
| Citizens Business Bank | 1,096 | $455.8K | 0.09% | 00.0% | Unchanged |
| 111 Capital | 2,159 | $458.6K | 0.10% | +2,159 | New |
| Parsons Capital Management Inc | 2,166 | $460.1K | 0.02% | +35+1.6% | Added |
| Evernest Financial Advisors, LLC | 2,174 | $461.8K | 0.12% | −57−2.6% | Reduced |
| Everpar Advisors LLC | 2,183 | $463.7K | 0.23% | +18+0.8% | Added |
| Great Lakes Advisors, LLC | 2,184 | $463.9K | 0.00% | +975+80.6% | Added |
| Advisors Capital Management, LLC | 2,192 | $465.8K | 0.01% | +442+25.3% | Added |
| Good Life Advisors, LLC | 2,194 | $466.0K | 0.03% | +2,194 | New |
| OneAscent Financial Services LLC | 2,194 | $466.0K | 0.04% | +677+44.6% | Added |
| Talisman Wealth Advisors LLC | 2,194 | $466.1K | 0.49% | −40−1.8% | Reduced |
| Atala Financial Inc | 2,202 | $467.7K | 0.33% | +2,202 | New |
| Mather Group, LLC. | 2,224 | $472.3K | 0.01% | +110+5.2% | Added |
| Simon Quick Advisors, LLC | 2,238 | $475.4K | 0.03% | +175+8.5% | Added |
| LGT Fund Management Co Ltd. | 2,240 | $475.8K | 0.04% | +2,240 | New |
| Financial Advocates Investment Management | 2,254 | $478.8K | 0.03% | −1,911−45.9% | Reduced |
| IHT Wealth Management, LLC | 2,260 | $480.0K | 0.02% | −1,200−34.7% | Reduced |
| Catalina Capital Group, LLC | 2,295 | $487.5K | 0.16% | +35+1.5% | Added |
| Legacy Financial Advisors, Inc. | 2,317 | $492.2K | 0.08% | +3+0.1% | Added |
| Fielder Capital Group LLC | 2,321 | $492.9K | 0.15% | +767+49.4% | Added |
| Dynamic Technology Lab Private Ltd | 2,320 | $493.0K | 0.08% | −18,737−89.0% | Reduced |