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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 161,020 | $34.1M | 0.15% | −51,538−24.2% | Reduced |
| STRS Ohio | 158,609 | $33.7M | 0.13% | −12,878−7.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 157,683 | $33.5M | 0.20% | −3,791−2.3% | Reduced |
| Whittier Trust Co | 157,129 | $33.4M | 0.44% | +1,143+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 153,931 | $32.7M | 0.33% | +4,800+3.2% | Added |
| US Bancorp | 153,667 | $32.6M | 0.04% | +89+0.1% | Added |
| Forsta Ap-Fonden | 150,500 | $32.0M | 0.23% | −300−0.2% | Reduced |
| Comerica Bank | 149,660 | $31.8M | 0.13% | −2,225−1.5% | Reduced |
| Formuepleje A/S | 145,042 | $30.8M | 1.66% | −10,057−6.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 144,628 | $30.7M | 0.38% | +25,554+21.5% | Added |
| Macquarie Group Ltd | 162,372 | $30.4M | 0.04% | −110,146−40.4% | Reduced |
| Glenmede Trust Co NA | 142,876 | $30.3M | 0.15% | −18,461−11.4% | Reduced |
| Corebridge Financial, Inc. | 142,445 | $30.3M | 0.16% | −5,004−3.4% | Reduced |
| Arizona State Retirement System | 142,088 | $30.2M | 0.18% | +581+0.4% | Added |
| State of Tennessee, Treasury Department | 141,824 | $30.1M | 0.11% | −43,616−23.5% | Reduced |
| State of Michigan Retirement System | 140,675 | $29.9M | 0.16% | −1,400−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 139,154 | $29.5M | 0.15% | +8,183+6.2% | Added |
| Cumberland Partners Ltd | 138,707 | $29.5M | 2.05% | −776−0.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 137,067 | $29.1M | 0.68% | −1,107−0.8% | Reduced |
| MetLife Investment Management | 133,004 | $28.3M | 0.15% | +2,034+1.6% | Added |
| EULAV Asset Management | 132,000 | $28.0M | 0.68% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 130,509 | $27.7M | 0.27% | +15,079+13.1% | Added |
| Captrust Financial Advisors | 129,681 | $27.5M | 0.08% | +16,851+14.9% | Added |
| Neuberger Berman Group LLC | 129,548 | $27.5M | 0.02% | −462−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 127,693 | $27.1M | 0.24% | −8,675−6.4% | Reduced |
| Panagora Asset Management Inc | 127,430 | $27.1M | 0.13% | +17,316+15.7% | Added |
| Cerity Partners LLC | 125,657 | $27.0M | 0.06% | −5,029−3.8% | Reduced |
| Ossiam | 126,821 | $26.9M | 0.47% | +114,217+906.2% | Added |
| Canada Pension Plan Investment Board | 123,585 | $26.3M | 0.02% | −283,770−69.7% | Reduced |
| Ensign Peak Advisors, Inc | 123,549 | $26.2M | 0.05% | −8,152−6.2% | Reduced |
| Stock Yards Bank & Trust Co | 123,395 | $26.2M | 0.90% | +78+0.1% | Added |
| Tredje AP-fonden | 122,078 | $25.9M | 0.23% | −2,744−2.2% | Reduced |
| Choate Investment Advisors | 121,756 | $25.9M | 0.62% | +146+0.1% | Added |
| Kames Capital plc | 120,410 | $25.6M | 0.34% | −4,579−3.7% | Reduced |
| Nearwater Capital Markets, Ltd | 114,519 | $24.3M | 0.69% | +114,519 | New |
| Walter Public Investments Inc. | 112,942 | $24.0M | 4.29% | +448+0.4% | Added |
| Brown Brothers Harriman & Co | 112,450 | $23.9M | 0.17% | −4,907−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 110,650 | $23.5M | 0.65% | +11,561+11.7% | Added |
| Janney Montgomery Scott LLC | 109,469 | $23.3M | 0.06% | −60,516−35.6% | Reduced |
| Baillie Gifford & Co | 108,919 | $23.1M | 0.02% | +23,319+27.2% | Added |
| Varma Mutual Pension Insurance Co | 107,304 | $22.8M | 0.17% | +900+0.8% | Added |
| Boston Family Office LLC | 107,164 | $22.8M | 1.56% | −1,451−1.3% | Reduced |
| Czech National Bank | 106,485 | $22.6M | 0.21% | +6,310+6.3% | Added |
| Retirement Systems of Alabama | 106,332 | $22.6M | 0.08% | −652−0.6% | Reduced |
| ProShare Advisors LLC | 106,065 | $22.5M | 0.05% | +10,722+11.2% | Added |
| Van Eck Associates Corp | 104,879 | $22.3M | 0.03% | −2,935−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 104,427 | $22.2M | 0.14% | −2,624−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 104,033 | $22.1M | 0.60% | +4,147+4.2% | Added |
| Amalgamated Bank | 103,517 | $22.0M | 0.18% | −1,801−1.7% | Reduced |
| KBC Group NV | 102,838 | $21.8M | 0.06% | −114,109−52.6% | Reduced |
| Washington Trust Co | 101,766 | $21.6M | 0.78% | +373+0.4% | Added |
| DnB Asset Management AS | 100,515 | $21.4M | 0.09% | −25,627−20.3% | Reduced |
| Crestwood Advisors Group LLC | 100,342 | $21.3M | 0.40% | +182+0.2% | Added |
| CIBC Asset Management Inc | 100,293 | $21.3M | 0.07% | +3,426+3.5% | Added |
| Candriam Luxembourg S.C.A. | 100,151 | $21.3M | 0.12% | +40,425+67.7% | Added |
| Creative Planning | 99,707 | $21.2M | 0.02% | +1,128+1.1% | Added |
| Freestone Grove Partners LP | 99,473 | $21.1M | 0.26% | +99,473 | New |
| Prudential PLC | 98,144 | $20.8M | 0.11% | +44,145+81.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 87,732 | $20.6M | 0.06% | +2,612+3.1% | Added |
| Scotia Capital Inc. | 96,728 | $20.5M | 0.11% | +13,312+16.0% | Added |
| Commonwealth Equity Services, LLC | 95,511 | $20.3M | 0.03% | −1,974−2.0% | Reduced |
| USS Investment Management Ltd | 95,145 | $20.2M | 0.15% | −2,616−2.7% | Reduced |
| TD Waterhouse Canada Inc. | 94,952 | $20.2M | 0.16% | +8,246+9.5% | Added |
| QRG Capital Management, Inc. | 94,748 | $20.1M | 0.21% | −2,549−2.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 94,384 | $20.0M | 0.58% | +4,465+5.0% | Added |
| British Columbia Investment Management Corp | 94,166 | $20.0M | 0.12% | +11,820+14.4% | Added |
| Cetera Investment Advisers | 92,520 | $19.7M | 0.04% | +31,897+52.6% | Added |
| Sanctuary Advisors, LLC | 87,798 | $19.4M | 0.12% | +2,374+2.8% | Added |
| Davenport & Co LLC | 91,056 | $19.3M | 0.11% | +11,804+14.9% | Added |
| Compagnie Lombard Odier SCmA | 90,908 | $19.3M | 0.28% | +20,120+28.4% | Added |
| Arrowstreet Capital, Limited Partnership | 89,642 | $19.0M | 0.02% | +89,642 | New |
| Atria Investments LLC | 88,755 | $18.9M | 0.23% | +4,902+5.8% | Added |
| IFM Investors Pty Ltd | 88,629 | $18.8M | 0.19% | −8,057−8.3% | Reduced |
| Aquatic Capital Management LLC | 88,052 | $18.7M | 0.51% | +1,752+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,724 | $18.6M | 0.19% | +2,855+3.4% | Added |
| Martingale Asset Management L P | 86,657 | $18.4M | 0.45% | −5,490−6.0% | Reduced |
| Banco Santander, S.A. | 86,622 | $18.4M | 0.22% | +5,253+6.5% | Added |
| Kovitz Investment Group Partners, LLC | 86,018 | $18.3M | 0.09% | +74,902+673.8% | Added |
| RMB Capital Management, LLC | 84,577 | $18.0M | 0.41% | +13,733+19.4% | Added |
| Railway Pension Investments Ltd | 83,700 | $17.8M | 0.24% | 00.0% | Unchanged |
| PGGM Investments | 83,666 | $17.8M | 0.24% | −5,499−6.2% | Reduced |
| Private Capital Advisors, Inc. | 82,807 | $17.6M | 2.09% | −1,648−2.0% | Reduced |
| Wesleyan Assurance Society | 81,926 | $17.4M | 1.33% | −4,500−5.2% | Reduced |
| Osborne Partners Capital Management, LLC | 81,878 | $17.4M | 1.01% | −51−0.1% | Reduced |
| Utah Retirement Systems | 81,721 | $17.4M | 0.19% | +200+0.2% | Added |
| Alps Advisors Inc | 80,947 | $17.2M | 0.11% | −68−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80,799 | $17.2M | 0.15% | +1,434+1.8% | Added |
| Intech Investment Management LLC | 80,655 | $17.1M | 0.17% | −3,752−4.4% | Reduced |
| Man Group plc | 80,619 | $17.1M | 0.05% | −16,990−17.4% | Reduced |
| Segment Wealth Management, LLC | 79,706 | $16.9M | 1.15% | +437+0.6% | Added |
| Factory Mutual Insurance Co | 79,400 | $16.9M | 0.18% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 78,679 | $16.7M | 0.31% | +78,679 | New |
| Aptus Capital Advisors, LLC | 78,618 | $16.7M | 0.20% | +9,421+13.6% | Added |
| Torray LLC | 77,877 | $16.5M | 2.37% | 00.0% | Unchanged |
| CIBC World Markets Corp | 77,533 | $16.5M | 0.10% | −17,858−18.7% | Reduced |
| Xponance, Inc. | 77,441 | $16.4M | 0.15% | −15,594−16.8% | Reduced |
| Gotham Asset Management, LLC | 75,789 | $16.1M | 0.15% | +60,920+409.7% | Added |
| MUFG Securities EMEA plc | 75,000 | $15.9M | 0.30% | +75,000 | New |
| Itau Unibanco Holding S.A. | 75,000 | $15.9M | 0.50% | +75,000 | New |
| L1 Capital International Pty Ltd | 74,639 | $15.9M | 4.87% | +13,898+22.9% | Added |