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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 2,326 | $494.0K | 0.02% | +66+2.9% | Added |
| Scientech Research LLC | 2,329 | $494.7K | 0.14% | −5,981−72.0% | Reduced |
| D'Orazio & Associates, Inc. | 2,335 | $496.0K | 0.07% | −14−0.6% | Reduced |
| Kessler Investment Group, LLC | 2,337 | $496.4K | 0.24% | −159−6.4% | Reduced |
| Chesapeake Asset Management LLC | 2,345 | $498.1K | 0.46% | −2−0.1% | Reduced |
| Aprio Wealth Management, LLC | 2,346 | $498.3K | 0.07% | +456+24.1% | Added |
| Baker Ellis Asset Management LLC | 2,348 | $498.7K | 0.07% | +400+20.5% | Added |
| Powell Investment Advisors, LLC | 2,359 | $501.1K | 0.23% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,360 | $501.3K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,363 | $501.9K | 0.03% | −84−3.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,368 | $503.1K | 0.38% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,392 | $508.1K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,405 | $510.9K | 0.02% | −241−9.1% | Reduced |
| Eads & Heald Wealth Management | 2,425 | $515.0K | 0.25% | −100−4.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,425 | $515.1K | 0.16% | +3+0.1% | Added |
| Glenview Trust Co | 2,430 | $516.2K | 0.01% | +9+0.4% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $517.4K | 0.35% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,440 | $518.3K | 0.32% | −160−6.2% | Reduced |
| ASB Consultores, LLC | 2,455 | $521.5K | 0.22% | +103+4.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 2,457 | $521.9K | 0.25% | +2,457 | New |
| ARS Investment Partners, LLC | 2,478 | $526.4K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,489 | $528.9K | 0.04% | +137+5.8% | Added |
| Broderick Brian C | 2,500 | $531.0K | 0.10% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 2,591 | $531.5K | 0.01% | +2,591 | New |
| Procyon Private Wealth Partners, LLC | 2,522 | $535.8K | 0.03% | +120+5.0% | Added |
| Mattern Capital Management, LLC | 2,533 | $538.0K | 0.07% | +324+14.7% | Added |
| Equitable Holdings, Inc. | 2,549 | $541.4K | 0.01% | +477+23.0% | Added |
| Prospera Financial Services Inc | 2,563 | $544.6K | 0.01% | +38+1.5% | Added |
| Legacy Capital Group California, Inc. | 2,566 | $545.0K | 0.17% | −4−0.2% | Reduced |
| TFB Advisors LLC | 2,576 | $547.2K | 0.16% | +51+2.0% | Added |
| C2C Wealth Management, LLC | 2,580 | $548.0K | 0.51% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,580 | $548.0K | 0.10% | +550+27.1% | Added |
| Dogwood Wealth Management LLC | 2,589 | $549.8K | 0.29% | +320+14.1% | Added |
| Gsa Capital Partners LLP | 2,613 | $555.0K | 0.04% | +2,613 | New |
| Boston Research & Management Inc | 2,620 | $556.5K | 0.13% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,640 | $560.8K | 0.06% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,655 | $563.9K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,659 | $564.9K | 0.09% | −10.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,453 | $566.9K | 0.05% | +420+20.7% | Added |
| Delta Financial Group, Inc. | 2,708 | $575.0K | 0.13% | +2,708 | New |
| Avalon Trust Co | 2,714 | $576.5K | 0.04% | +2,636+3,379.5% | Added |
| Coign Capital Advisors LLC | 2,735 | $580.9K | 0.53% | +2,735 | New |
| Warther Private Wealth, LLC | 2,740 | $582.0K | 0.20% | −60−2.1% | Reduced |
| ICONIQ Capital, LLC | 2,745 | $583.1K | 0.01% | +1,271+86.2% | Added |
| 44 Wealth Management LLC | 2,748 | $583.7K | 0.22% | −228−7.7% | Reduced |
| New Vernon Investment Management LLC | 7,313 | $584.2K | 0.99% | +7,313 | New |
| Florida Financial Advisors, LLC | 2,769 | $588.2K | 0.26% | +316+12.9% | Added |
| SWMG, LLC | 2,710 | $589.0K | 0.23% | −9−0.3% | Reduced |
| Ambassador Advisors, LLC | 2,780 | $590.4K | 0.10% | +508+22.4% | Added |
| Group One Trading, L.P. | 2,787 | $592.0K | 0.02% | +2,787 | New |
| My Legacy Advisors, LLC | 2,787 | $592.5K | 0.23% | +332+13.5% | Added |
| Avestar Capital, LLC | 2,799 | $594.5K | 0.05% | +188+7.2% | Added |
| Montag A & Associates Inc | 2,800 | $594.7K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,805 | $595.8K | 0.04% | +2,805 | New |
| Meritas Wealth Management, LLC | 2,805 | $595.8K | 0.36% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,808 | $596.4K | 0.04% | +87+3.2% | Added |
| Spirepoint Private Client, LLC | 2,808 | $596.4K | 0.07% | −5−0.2% | Reduced |
| Requisite Capital Management, LLC | 2,809 | $596.7K | 0.12% | 00.0% | Unchanged |
| James Hambro & Partners | 2,811 | $597.2K | 0.02% | +225+8.7% | Added |
| Sterling Wealth Management, Inc. | 2,813 | $597.5K | 0.22% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 2,840 | $603.2K | 0.44% | −57−2.0% | Reduced |
| Kearns & Associates LLC | 2,860 | $607.5K | 0.39% | 00.0% | Unchanged |
| Strid Group, LLC | 2,873 | $610.3K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,874 | $610.6K | 0.03% | +122+4.4% | Added |
| McRae Capital Management Inc | 2,899 | $616.0K | 0.12% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,914 | $619.0K | 0.01% | +20+0.7% | Added |
| PDS Planning, Inc | 2,987 | $634.6K | 0.06% | +399+15.4% | Added |
| Trust Point Inc. | 3,005 | $638.3K | 0.04% | +95+3.3% | Added |
| AE Wealth Management LLC | 3,007 | $638.8K | 0.01% | −180−5.6% | Reduced |
| Ellevest, Inc. | 3,027 | $643.0K | 0.04% | −282−8.5% | Reduced |
| North Star Asset Management Inc | 3,030 | $643.6K | 0.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,030 | $644.0K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 3,040 | $645.8K | 0.06% | +1,529+101.2% | Added |
| Capital Investment Advisors, LLC | 3,045 | $646.8K | 0.01% | −79−2.5% | Reduced |
| Aaron Wealth Advisors | 3,049 | $647.6K | 0.08% | +124+4.2% | Added |
| Stratos Wealth Partners, LTD. | 3,057 | $649.4K | 0.01% | +26+0.9% | Added |
| Lakeview Capital Partners, LLC | 3,064 | $650.8K | 0.14% | +869+39.6% | Added |
| Foundations Investment Advisors, LLC | 3,064 | $650.9K | 0.01% | −92−2.9% | Reduced |
| Delta Investment Management, LLC | 3,079 | $654.0K | 0.13% | +109+3.7% | Added |
| Net Worth Advisory Group | 3,097 | $657.8K | 0.20% | +5+0.2% | Added |
| Waldron Private Wealth LLC | 3,098 | $658.0K | 0.03% | −91−2.9% | Reduced |
| Howard Capital Management Inc. | 3,100 | $658.5K | 0.01% | +148+5.0% | Added |
| Green Harvest Asset Management LLC | 3,100 | $658.6K | 0.01% | +883+39.8% | Added |
| Thrive Wealth Management, LLC | 3,117 | $662.1K | 0.12% | −17−0.5% | Reduced |
| Gateway Investment Advisers LLC | 3,121 | $662.9K | 0.01% | −220−6.6% | Reduced |
| Mutual Advisors, LLC | 3,092 | $668.9K | 0.02% | +211+7.3% | Added |
| Defined Wealth Management, LLC | 3,151 | $669.3K | 0.44% | +5+0.2% | Added |
| OmniStar Financial Group, Inc. | 3,151 | $669.6K | 0.54% | −39−1.2% | Reduced |
| Bill Few Associates, Inc. | 3,156 | $670.4K | 0.24% | −17−0.5% | Reduced |
| R Squared Ltd | 3,190 | $677.6K | 0.66% | +3,190 | New |
| Duncker Streett & Co Inc | 3,200 | $679.7K | 0.13% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 3,200 | $679.7K | 0.12% | +3,200 | New |
| Waller Financial Planning Group, Inc | 3,202 | $680.2K | 0.17% | +11+0.3% | Added |
| Chilton Investment Co LLC | 3,219 | $683.7K | 0.02% | +152+5.0% | Added |
| CWA Asset Management Group, LLC | 3,225 | $685.0K | 0.03% | −3−0.1% | Reduced |
| Parvin Asset Management, LLC | 3,230 | $686.1K | 0.74% | +3,230 | New |
| Clarius Group, LLC | 3,233 | $686.7K | 0.05% | −413−11.3% | Reduced |
| David Loasby | 3,293 | $688.6K | 0.06% | +364+12.4% | Added |
| Proficio Capital Partners LLC | 3,244 | $689.0K | 0.06% | +928+40.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $689.1K | 0.08% | 00.0% | Unchanged |