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 |
|---|---|---|---|---|---|
| Hamilton Point Investment Advisors, LLC | 4,749 | $1.01M | 0.18% | +2,483+109.6% | Added |
| SkyView Investment Advisors, LLC | 4,831 | $1.03M | 0.16% | +4,831 | New |
| Integrated Advisors Network LLC | 4,844 | $1.03M | 0.05% | +58+1.2% | Added |
| Connecticut Wealth Management, LLC | 4,858 | $1.03M | 0.05% | +235+5.1% | Added |
| Manchester Capital Management LLC | 4,859 | $1.03M | 0.12% | −6−0.1% | Reduced |
| West Family Investments, Inc. | 4,878 | $1.04M | 0.36% | −112−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,882 | $1.04M | 0.01% | +215+4.6% | Added |
| JGP Wealth Management, LLC | 4,901 | $1.04M | 0.13% | +146+3.1% | Added |
| Charter Trust Co | 4,926 | $1.05M | 0.07% | −75−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 4,935 | $1.05M | 0.05% | +11+0.2% | Added |
| HM Payson & Co | 4,935 | $1.05M | 0.02% | −20.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,942 | $1.05M | 0.01% | +453+10.1% | Added |
| Stevens Capital Management LP | 4,964 | $1.05M | 0.42% | +4,964 | New |
| Boltwood Capital Management | 4,996 | $1.06M | 0.32% | −109−2.1% | Reduced |
| NorthRock Partners, LLC | 5,041 | $1.07M | 0.03% | −1,612−24.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,042 | $1.07M | 0.06% | +335+7.1% | Added |
| Cigna Investments Inc | 5,044 | $1.07M | 0.19% | −29−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 5,056 | $1.07M | 0.11% | −141−2.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $1.07M | 0.11% | +5,060 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.08M | 0.61% | 00.0% | Unchanged |
| 1248 Management, LLC | 5,107 | $1.08M | 0.47% | +5,107 | New |
| Broadway Wealth Solutions, Inc. | 5,107 | $1.08M | 0.82% | +5,107 | New |
| Ameritas Investment Partners, Inc. | 5,147 | $1.09M | 0.04% | −195−3.7% | Reduced |
| AA Financial Advisors, LLC | 5,201 | $1.10M | 0.29% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,250 | $1.12M | 0.03% | +5,250 | New |
| West Paces Advisors Inc. | 5,264 | $1.12M | 0.27% | −33−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,327 | $1.13M | 0.31% | +35+0.7% | Added |
| Kathmere Capital Management, LLC | 5,370 | $1.14M | 0.10% | −362−6.3% | Reduced |
| Dover Advisors, LLC | 5,374 | $1.14M | 0.65% | −20−0.4% | Reduced |
| Twinbeech Capital LP | 5,383 | $1.14M | 0.02% | −36,059−87.0% | Reduced |
| D.A. Davidson & Co. | 5,484 | $1.16M | 0.01% | −180−3.2% | Reduced |
| Oppenheimer & Co Inc | 5,503 | $1.17M | 0.02% | −23−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 5,522 | $1.17M | 0.03% | +131+2.4% | Added |
| Neville Rodie & Shaw Inc | 5,530 | $1.18M | 0.09% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 5,097 | $1.18M | 0.48% | −158−3.0% | Reduced |
| US Asset Management LLC | 5,563 | $1.18M | 1.06% | −115−2.0% | Reduced |
| Center For Asset Management LLC | 5,569 | $1.18M | 0.77% | +73+1.3% | Added |
| Aries Wealth Management | 5,599 | $1.19M | 0.33% | −8−0.1% | Reduced |
| Kings Path Partners LLC | 5,625 | $1.19M | 0.51% | 00.0% | Unchanged |
| GTS Securities LLC | 5,657 | $1.20M | 0.06% | +1,962+53.1% | Added |
| Trust Asset Management LLC | 5,677 | $1.21M | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,679 | $1.21M | 0.03% | +45+0.8% | Added |
| Ironwood Investment Counsel, LLC | 5,696 | $1.21M | 0.21% | −29−0.5% | Reduced |
| Global Retirement Partners, LLC | 5,725 | $1.22M | 0.03% | +62+1.1% | Added |
| Shell Asset Management Co | 5,735 | $1.22M | 0.05% | +223+4.0% | Added |
| Access Financial Services, Inc. | 5,756 | $1.22M | 0.54% | +5,756 | New |
| Prosperity Financial Group, Inc. | 5,757 | $1.22M | 0.61% | +216+3.9% | Added |
| NorthStar Asset Management LLC | 5,759 | $1.22M | 0.78% | +613+11.9% | Added |
| DF Dent & Co Inc | 5,762 | $1.22M | 0.02% | +49+0.9% | Added |
| Louisbourg Investments Inc. | 8,211 | $1.24M | 0.32% | +3,300+67.2% | Added |
| We Are One Seven, LLC | 5,819 | $1.24M | 0.05% | +940+19.3% | Added |
| Peapack Gladstone Financial Corp | 5,902 | $1.25M | 0.02% | −145−2.4% | Reduced |
| AXS Investments LLC | 5,910 | $1.26M | 0.35% | +170+3.0% | Added |
| Dorsey & Whitney Trust CO LLC | 5,953 | $1.26M | 0.07% | −282−4.5% | Reduced |
| Fortis Capital Advisors, LLC | 5,563 | $1.27M | 0.43% | +1,756+46.1% | Added |
| Ostrum Asset Management | 6,028 | $1.28M | 0.11% | +2,594+75.5% | Added |
| Ashton Thomas Private Wealth, LLC | 6,047 | $1.28M | 0.05% | +3,432+131.2% | Added |
| Concord Asset Management, LLC | 6,048 | $1.28M | 0.28% | +84+1.4% | Added |
| Elmwood Wealth Management, Inc. | 6,116 | $1.30M | 0.52% | +4+0.1% | Added |
| Axq Capital, LP | 6,138 | $1.30M | 0.59% | −3,829−38.4% | Reduced |
| Concord Wealth Partners | 6,155 | $1.31M | 0.21% | +78+1.3% | Added |
| Ferguson Wellman Capital Management, Inc | 6,161 | $1.31M | 0.02% | −48−0.8% | Reduced |
| Venture Visionary Partners LLC | 6,199 | $1.32M | 0.06% | −83−1.3% | Reduced |
| Highview Capital Management LLC | 6,204 | $1.32M | 0.51% | +156+2.6% | Added |
| Lester Murray Antman dba SimplyRich | 6,242 | $1.32M | 0.38% | +102+1.7% | Added |
| Exchange Bank | 6,239 | $1.33M | 1.07% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,318 | $1.34M | 0.20% | −33,839−84.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,350 | $1.35M | 0.10% | +42+0.7% | Added |
| Fidelis Capital Partners, LLC | 6,185 | $1.36M | 0.14% | −574−8.5% | Reduced |
| Machina Capital S.A.S. | 6,386 | $1.36M | 0.57% | −460−6.7% | Reduced |
| Principal Securities, Inc. | 6,422 | $1.36M | 0.03% | +397+6.6% | Added |
| Fifth Third Wealth Advisors LLC | 6,435 | $1.37M | 0.07% | +1,708+36.1% | Added |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.37M | 0.12% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,452 | $1.37M | 0.08% | −220−3.3% | Reduced |
| Chesley Taft & Associates LLC | 6,466 | $1.37M | 0.06% | −925−12.5% | Reduced |
| Smartleaf Asset Management LLC | 6,494 | $1.38M | 0.14% | +1,117+20.8% | Added |
| Eqis Capital Management, Inc. | 6,489 | $1.38M | 0.11% | +109+1.7% | Added |
| Essex Financial Services, Inc. | 6,491 | $1.38M | 0.10% | +3,098+91.3% | Added |
| Boyd Watterson Asset Management LLC | 6,574 | $1.40M | 0.39% | −156−2.3% | Reduced |
| Shelton Capital Management | 6,598 | $1.40M | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6,668 | $1.42M | 0.26% | +6,668 | New |
| Drake & Associates, LLC | 6,230 | $1.42M | 0.40% | +3,279+111.1% | Added |
| Gries Financial LLC | 6,674 | $1.42M | 0.25% | +504+8.2% | Added |
| Smithfield Trust Co | 6,703 | $1.42M | 0.07% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 6,696 | $1.42M | 1.42% | +6,696 | New |
| United Bank | 6,781 | $1.44M | 0.61% | +483+7.7% | Added |
| WSFS Capital Management, LLC | 6,847 | $1.45M | 0.08% | −373−5.2% | Reduced |
| RCS Financial Planning, LLC | 6,904 | $1.47M | 0.78% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,957 | $1.48M | 0.02% | +1,142+19.6% | Added |
| Parallel Advisors, LLC | 7,000 | $1.49M | 0.03% | −55−0.8% | Reduced |
| Douglas Lane & Associates, LLC | 7,005 | $1.49M | 0.02% | +2,194+45.6% | Added |
| Ledyard National Bank | 7,045 | $1.50M | 0.14% | +3,164+81.5% | Added |
| Wimmer Associates 1, LLC | 7,105 | $1.51M | 0.75% | −465−6.1% | Reduced |
| Norway Savings Bank | 7,137 | $1.52M | 0.84% | −34−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,174 | $1.52M | 0.02% | −8−0.1% | Reduced |
| Profund Advisors LLC | 7,195 | $1.53M | 0.06% | −579−7.4% | Reduced |
| TCTC Holdings, LLC | 7,198 | $1.53M | 0.05% | +32+0.4% | Added |
| Walleye Capital LLC | 7,235 | $1.54M | 0.01% | −10,467−59.1% | Reduced |
| MUFG Securities Americas Inc. | 7,251 | $1.54M | 0.20% | +7,251 | New |
| MAI Capital Management | 7,273 | $1.54M | 0.01% | +129+1.8% | Added |