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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 74,248 | $15.8M | 1.30% | +287+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 72,969 | $15.5M | 0.03% | +4,816+7.1% | Added |
| New York Life Investment Management LLC | 72,824 | $15.5M | 0.15% | +188+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 71,908 | $15.3M | 0.15% | +71,908 | New |
| Guggenheim Capital LLC | 71,765 | $15.2M | 0.13% | −12,466−14.8% | Reduced |
| CIBC World Markets Inc. | 71,553 | $15.2M | 0.03% | +60,495+547.1% | Added |
| Alaska Permanent Fund Corp | 70,443 | $15.0M | 0.22% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 69,814 | $14.8M | 0.18% | +294+0.4% | Added |
| Brown Advisory Inc | 69,131 | $14.7M | 0.02% | +3,669+5.6% | Added |
| Yousif Capital Management, LLC | 68,497 | $14.5M | 0.16% | −1,725−2.5% | Reduced |
| Gabelli Funds LLC | 68,400 | $14.5M | 0.11% | −5,900−7.9% | Reduced |
| Baker Avenue Asset Management, LP | 68,264 | $14.5M | 0.44% | +50.0% | Added |
| West Coast Financial LLC | 67,815 | $14.4M | 1.59% | +941+1.4% | Added |
| Rockefeller Capital Management L.P. | 67,707 | $14.4M | 0.04% | +50.0% | Added |
| Ethic Inc. | 67,569 | $14.4M | 0.29% | +12,002+21.6% | Added |
| Fulton Breakefield Broenniman LLC | 67,445 | $14.3M | 1.02% | −429−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 66,490 | $14.1M | 0.10% | +14,617+28.2% | Added |
| Public Employees Retirement Association of Colorado | 65,846 | $14.0M | 0.06% | −1,851−2.7% | Reduced |
| Generali Asset Management SPA SGR | 65,707 | $14.0M | 0.36% | +65,707 | New |
| Gluskin Sheff & Assoc Inc | 65,690 | $14.0M | 1.67% | −13,924−17.5% | Reduced |
| Levin Capital Strategies, L.P. | 65,228 | $13.9M | 1.32% | +1,375+2.2% | Added |
| Daiwa Securities Group Inc. | 64,564 | $13.7M | 0.06% | +4,277+7.1% | Added |
| Quantbot Technologies LP | 64,356 | $13.7M | 0.50% | −5,525−7.9% | Reduced |
| Apollon Wealth Management, LLC | 63,843 | $13.6M | 0.31% | +1,573+2.5% | Added |
| JLB & Associates Inc | 63,754 | $13.5M | 1.84% | −2,482−3.7% | Reduced |
| Lido Advisors, LLC | 63,423 | $13.5M | 0.08% | +22,589+55.3% | Added |
| Washington Trust Bank | 62,932 | $13.4M | 1.28% | −1,084−1.7% | Reduced |
| State of Alaska, Department of Revenue | 62,910 | $13.4M | 0.15% | −2,050−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 62,768 | $13.3M | 0.33% | +2,819+4.7% | Added |
| Annex Advisory Services, LLC | 62,012 | $13.2M | 0.40% | +2,626+4.4% | Added |
| Running Oak Capital LLC | 62,006 | $13.2M | 1.72% | +5,422+9.6% | Added |
| Nissay Asset Management Corp | 61,049 | $13.0M | 0.08% | −1,375−2.2% | Reduced |
| Harbour Trust & Investment Management Co | 61,170 | $13.0M | 1.48% | +874+1.4% | Added |
| Capital International Sarl | 60,367 | $12.8M | 0.30% | +9,487+18.6% | Added |
| First American Bank | 60,303 | $12.8M | 0.90% | +562+0.9% | Added |
| Wealthfront Advisers LLC | 59,730 | $12.7M | 0.04% | +3,521+6.3% | Added |
| Strategic Wealth Designers | 59,128 | $12.6M | 0.80% | −625−1.0% | Reduced |
| Mutual of America Capital Management LLC | 58,836 | $12.5M | 0.13% | −1,721−2.8% | Reduced |
| JustInvest LLC | 56,614 | $12.0M | 0.18% | +1,666+3.0% | Added |
| Azimuth Capital Investment Management LLC | 56,441 | $12.0M | 0.47% | +1,055+1.9% | Added |
| Ci Investments Inc. | 56,246 | $11.9M | 0.05% | +4,046+7.8% | Added |
| King Luther Capital Management Corp | 55,196 | $11.7M | 0.05% | −2,550−4.4% | Reduced |
| Gillson Capital LP | 53,070 | $11.3M | 1.02% | +53,070 | New |
| Brinker Capital Investments, LLC | 53,044 | $11.3M | 0.11% | −209−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 53,044 | $11.3M | 0.11% | −209−0.4% | Reduced |
| Calamos Wealth Management LLC | 52,105 | $11.1M | 0.55% | +12,824+32.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 51,333 | $10.9M | 0.02% | +2,690+5.5% | Added |
| Phoenix Holdings Ltd. | 51,317 | $10.9M | 0.15% | +3,107+6.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,033 | $10.9M | 0.04% | +2,546+5.3% | Added |
| Hudson Valley Investment Advisors Inc | 49,914 | $10.6M | 1.20% | −418−0.8% | Reduced |
| Bridges Investment Management Inc | 49,405 | $10.5M | 0.15% | +5,066+11.4% | Added |
| CIBC Private Wealth Group, LLC | 49,086 | $10.4M | 0.02% | +415+0.9% | Added |
| Union Bancaire Privee, UBP SA | 49,597 | $10.4M | 0.18% | +49,597 | New |
| Mercer Global Advisors Inc | 48,373 | $10.3M | 0.03% | −896−1.8% | Reduced |
| Voleon Capital Management LP | 48,317 | $10.3M | 0.76% | +48,317 | New |
| Pacer Advisors, Inc. | 48,262 | $10.3M | 0.02% | −9,714−16.8% | Reduced |
| MML Investors Services, LLC | 48,034 | $10.2M | 0.04% | +1,299+2.8% | Added |
| Tudor Investment Corp Et Al | 46,908 | $9.96M | 0.11% | −45,883−49.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 46,866 | $9.95M | 2.64% | −587−1.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 46,583 | $9.89M | 0.17% | +2,087+4.7% | Added |
| Mizuho Securities USA LLC | 46,547 | $9.89M | 0.18% | +14,659+46.0% | Added |
| DuPont Capital Management Corp | 45,873 | $9.74M | 0.91% | 00.0% | Unchanged |
| Jump Financial, LLC | 45,565 | $9.68M | 0.20% | −67,851−59.8% | Reduced |
| M&T Bank Corp | 45,359 | $9.63M | 0.03% | −1,136−2.4% | Reduced |
| Elo Mutual Pension Insurance Co | 44,876 | $9.53M | 0.20% | −2,030−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 55,226 | $9.34M | 0.02% | +5,578+11.2% | Added |
| Tokio Marine Asset Management Co Ltd | 42,991 | $9.13M | 0.32% | +30,051+232.2% | Added |
| Blair William & Co | 42,763 | $9.08M | 0.03% | +1,974+4.8% | Added |
| Huntington National Bank | 42,642 | $9.06M | 0.06% | +674+1.6% | Added |
| Aurdan Capital Management, LLC | 42,542 | $9.04M | 3.47% | +42,542 | New |
| Oregon Public Employees Retirement Fund | 42,095 | $8.94M | 0.16% | +50+0.1% | Added |
| Sawgrass Asset Management LLC | 41,912 | $8.90M | 0.98% | −2,537−5.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.82M | 1.10% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 40,526 | $8.61M | 0.09% | −10,175−20.1% | Reduced |
| Crossmark Global Holdings, Inc. | 40,514 | $8.61M | 0.16% | −2,112−5.0% | Reduced |
| Vestcor Inc | 40,376 | $8.58M | 0.28% | −953−2.3% | Reduced |
| Engineers Gate Manager LP | 39,777 | $8.45M | 0.15% | +9,289+30.5% | Added |
| Contravisory Investment Management, Inc. | 39,385 | $8.37M | 1.79% | −303−0.8% | Reduced |
| Builder Investment Group Inc | 39,306 | $8.35M | 2.27% | −100−0.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 39,148 | $8.32M | 1.73% | +1,473+3.9% | Added |
| T. Rowe Price Investment Management, Inc. | 39,013 | $8.29M | 0.01% | −2,032,238−98.1% | Reduced |
| Gulf International Bank (UK) Ltd | 38,729 | $8.23M | 0.21% | −375−1.0% | Reduced |
| Avanza Fonder AB | 38,582 | $8.20M | 0.24% | +38,582 | New |
| Ieq Capital, LLC | 38,520 | $8.18M | 0.08% | +5,756+17.6% | Added |
| Steward Partners Investment Advisory, LLC | 38,435 | $8.16M | 0.07% | +1,200+3.2% | Added |
| Quantinno Capital Management LP | 37,974 | $8.07M | 0.08% | +6,514+20.7% | Added |
| Stokes Capital Advisors, LLC | 37,966 | $8.06M | 2.08% | +699+1.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 37,961 | $8.06M | 0.03% | −8,153−17.7% | Reduced |
| Marks Group Wealth Management, Inc | 37,127 | $7.89M | 0.78% | −1,026−2.7% | Reduced |
| Executive Wealth Management, LLC | 36,881 | $7.83M | 0.61% | −491−1.3% | Reduced |
| Bennett Selby Investments LP | 36,537 | $7.76M | 3.08% | +48+0.1% | Added |
| Achmea Investment Management B.V. | 35,829 | $7.61M | 0.13% | −32,646−47.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 35,634 | $7.57M | 0.12% | +35,634 | New |
| Andra AP-fonden | 35,500 | $7.54M | 0.12% | +29,600+501.7% | Added |
| GWM Advisors LLC | 35,036 | $7.44M | 0.04% | +3,448+10.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 35,100 | $7.41M | 0.09% | +11,887+51.2% | Added |
| HRT Financial LP | 34,564 | $7.34M | 0.04% | −27,727−44.5% | Reduced |
| Change Path, LLC | 34,048 | $7.23M | 0.22% | +19,782+138.7% | Added |
| Auxier Asset Management | 33,983 | $7.22M | 1.12% | −1,535−4.3% | Reduced |
| Kentucky Retirement Systems | 33,793 | $7.18M | 0.21% | −465−1.4% | Reduced |