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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 3,244 | $689.1K | 0.07% | −619−16.0% | Reduced |
| Forum Financial Management, LP | 3,246 | $689.5K | 0.01% | +570+21.3% | Added |
| Rodgers Brothers Inc. | 3,250 | $690.3K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,291 | $699.1K | 0.04% | +11+0.3% | Added |
| Cito Capital Group, LLC | 3,300 | $701.0K | 0.26% | +300+10.0% | Added |
| Polymer Capital Management (US) LLC | 3,320 | $705.2K | 0.23% | +3,320 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $708.2K | 0.04% | −100−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,361 | $713.9K | 0.47% | −28,630−89.5% | Reduced |
| LGT Group Foundation | 3,366 | $715.0K | 0.01% | +1,686+100.4% | Added |
| Wealthspire Advisors, LLC | 3,385 | $719.1K | 0.01% | +222+7.0% | Added |
| Prime Capital Investment Advisors, LLC | 3,390 | $720.2K | 0.01% | −335−9.0% | Reduced |
| SRN Advisors, LLC | 3,397 | $721.6K | 0.64% | −647−16.0% | Reduced |
| Rossby Financial, LCC | 3,409 | $724.1K | 0.46% | +3,409 | New |
| Diversify Advisory Services, LLC | 3,504 | $732.6K | 0.04% | −659−15.8% | Reduced |
| Sage Mountain Advisors LLC | 3,461 | $735.2K | 0.05% | −209−5.7% | Reduced |
| Boothbay Fund Management, LLC | 3,473 | $737.7K | 0.02% | +1,852+114.3% | Added |
| SG Americas Securities, LLC | 3,481 | $739.0K | 0.00% | −352,192−99.0% | Reduced |
| Empower Advisory Group, LLC | 3,487 | $740.7K | 0.00% | +152+4.6% | Added |
| Buckley Wealth Management, LLC | 3,488 | $740.9K | 0.23% | +87+2.6% | Added |
| Genesee Capital Advisors, LLC | 3,494 | $742.1K | 0.35% | −77−2.2% | Reduced |
| Level Four Advisory Services, LLC | 3,497 | $742.9K | 0.03% | +109+3.2% | Added |
| Noesis Capital Mangement Corp | 3,500 | $743.4K | 0.14% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $743.4K | 0.24% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 3,500 | $743.4K | 0.86% | +3,500 | New |
| Mma Asset Management LLC | 3,504 | $744.3K | 0.33% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 3,510 | $745.5K | 0.08% | +3,510 | New |
| Penserra Capital Management LLC | 3,543 | $751.0K | 0.01% | +1,194+50.8% | Added |
| Graypoint LLC | 3,540 | $752.0K | 0.05% | −177−4.8% | Reduced |
| Founders Financial Securities LLC | 3,557 | $755.5K | 0.07% | +176+5.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,386 | $757.9K | 0.01% | −380−10.1% | Reduced |
| Ausdal Financial Partners, Inc. | 3,571 | $758.4K | 0.07% | +2+0.1% | Added |
| EP Wealth Advisors, LLC | 3,581 | $760.7K | 0.01% | +343+10.6% | Added |
| Dakota Wealth Management | 3,590 | $762.5K | 0.02% | −193−5.1% | Reduced |
| Frank, Rimerman Advisors LLC | 3,590 | $762.6K | 0.06% | −4−0.1% | Reduced |
| Vista Investment Partners LLC | 3,600 | $764.7K | 0.24% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,615 | $767.9K | 0.34% | +1,957+118.0% | Added |
| Caldwell Trust Co | 3,616 | $768.1K | 0.08% | −50−1.4% | Reduced |
| Ashton Thomas Securities, LLC | 3,628 | $770.6K | 0.21% | +3,065+544.4% | Added |
| Personal Cfo Solutions, LLC | 3,661 | $777.6K | 0.15% | −232−6.0% | Reduced |
| Hutchinson Capital Management | 3,670 | $779.5K | 0.15% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,717 | $789.5K | 0.28% | −148−3.8% | Reduced |
| Shira Ridge Wealth Management | 3,721 | $790.4K | 0.39% | +22+0.6% | Added |
| Stephens Inc | 3,724 | $791.0K | 0.01% | −143−3.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,726 | $791.4K | 0.01% | 00.0% | Unchanged |
| Napatree Capital LLC | 3,738 | $794.0K | 0.47% | +135+3.7% | Added |
| White Pine Investment CO | 3,741 | $795.0K | 0.21% | −65−1.7% | Reduced |
| VeraBank, N.A. | 3,745 | $795.5K | 0.22% | −30−0.8% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,749 | $796.3K | 0.15% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,758 | $798.3K | 0.03% | −222−5.6% | Reduced |
| Fulton Bank, N.A. | 3,792 | $805.5K | 0.03% | −78−2.0% | Reduced |
| Massmutual Trust Co FSB | 3,802 | $807.6K | 0.02% | +1,070+39.2% | Added |
| AMG National Trust Bank | 3,850 | $817.8K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,854 | $818.6K | 0.12% | −12−0.3% | Reduced |
| Woodline Partners LP | 3,864 | $820.8K | 0.01% | +3,864 | New |
| Paradigm Financial Partners, LLC | 3,868 | $821.5K | 0.10% | −81−2.1% | Reduced |
| McAdam, LLC | 3,901 | $828.6K | 0.05% | +127+3.4% | Added |
| Strategic Blueprint, LLC | 3,927 | $834.1K | 0.05% | +10+0.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,956 | $840.3K | 0.03% | +767+24.1% | Added |
| National Asset Management, Inc. | 3,958 | $840.7K | 0.03% | −471−10.6% | Reduced |
| Schechter Investment Advisors, LLC | 3,965 | $842.3K | 0.06% | −548−12.1% | Reduced |
| SFMG, LLC | 3,969 | $843.1K | 0.07% | +4+0.1% | Added |
| Allred Capital Management, LLC | 3,984 | $846.2K | 0.33% | −210−5.0% | Reduced |
| Allworth Financial LP | 3,897 | $847.0K | 0.00% | −115−2.9% | Reduced |
| Skopos Labs, Inc. | 4,015 | $852.8K | 0.25% | +132+3.4% | Added |
| Wingate Wealth Advisors, Inc. | 4,022 | $854.3K | 0.84% | +4,022 | New |
| Atlantic Union Bankshares Corp | 4,028 | $855.6K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,070 | $864.4K | 0.05% | −126−3.0% | Reduced |
| Farther Finance Advisors, LLC | 4,136 | $878.5K | 0.03% | −10−0.2% | Reduced |
| Nilsine Partners, LLC | 4,253 | $903.4K | 0.10% | +15+0.4% | Added |
| Western Wealth Management, LLC | 4,265 | $905.9K | 0.05% | +221+5.5% | Added |
| Essex Investment Management Co LLC | 4,267 | $906.4K | 0.16% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,280 | $909.2K | 0.00% | +2,407+128.5% | Added |
| Advance Capital Management, Inc. | 4,287 | $910.6K | 0.04% | −7−0.2% | Reduced |
| Kondo Wealth Advisors, Inc. | 4,345 | $922.9K | 0.47% | +4,345 | New |
| Journey Strategic Wealth LLC | 4,372 | $928.6K | 0.03% | +16+0.4% | Added |
| Westpac Banking Corp | 4,377 | $929.7K | 0.06% | +373+9.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,434 | $940.0K | 0.16% | +4,874+33.5% | Added |
| Northwest Bank & Trust Co | 4,063 | $947.6K | 0.70% | +40+1.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,463 | $948.0K | 0.03% | −189−4.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,469 | $949.3K | 0.14% | −1,397−23.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,470 | $949.5K | 0.09% | +25+0.6% | Added |
| Trust Co of Toledo NA | 4,487 | $953.1K | 0.12% | +309+7.4% | Added |
| Warren Averett Asset Management, LLC | 4,538 | $963.9K | 0.01% | +3,183+234.9% | Added |
| Spire Wealth Management | 4,561 | $968.8K | 0.03% | −7,278−61.5% | Reduced |
| Boston Financial Mangement LLC | 4,580 | $972.8K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,589 | $974.8K | 0.24% | +71+1.6% | Added |
| Leavell Investment Management, Inc. | 4,607 | $978.6K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,612 | $979.6K | 0.15% | +78+1.7% | Added |
| Independent Advisor Alliance | 4,635 | $984.5K | 0.01% | +2,523+119.5% | Added |
| Nicolet Bankshares Inc | 4,650 | $987.7K | 0.23% | +205+4.6% | Added |
| Fjell Capital, LLC | 4,657 | $989.2K | 1.02% | +4,657 | New |
| Cascade Financial Partners, LLC | 4,666 | $991.0K | 0.13% | −470−9.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,673 | $992.5K | 0.25% | +205+4.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,694 | $997.0K | 0.20% | +801+20.6% | Added |
| Criterion Capital Advisors, LLC | 4,735 | $997.7K | 0.63% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,704 | $999.2K | 0.09% | +839+21.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $999.6K | 0.19% | +382+8.8% | Added |
| Csenge Advisory Group | 4,710 | $1.00M | 0.05% | −103−2.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,730 | $1.00M | 0.43% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 4,733 | $1.01M | 0.15% | −73−1.5% | Reduced |