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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 33,788 | $7.18M | 0.02% | +30,799+1,030.4% | Added |
| Ipswich Investment Management Co., Inc. | 33,609 | $7.14M | 1.72% | −146−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 33,620 | $7.13M | 0.75% | +2,150+6.8% | Added |
| CX Institutional | 33,204 | $7.05M | 0.28% | +3,805+12.9% | Added |
| Illinois Municipal Retirement Fund | 32,733 | $6.95M | 0.10% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 32,622 | $6.93M | 0.21% | +2,440+8.1% | Added |
| Bell Asset Management Ltd | 32,465 | $6.90M | 1.26% | +3,595+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 32,029 | $6.80M | 0.01% | −703−2.1% | Reduced |
| Qsemble Capital Management, LP | 31,989 | $6.79M | 0.90% | +25,792+416.2% | Added |
| Churchill Management Corp | 31,815 | $6.76M | 0.07% | −302−0.9% | Reduced |
| UniSuper Management Pty Ltd | 31,800 | $6.75M | 0.05% | +7,376+30.2% | Added |
| BNP Paribas | 31,555 | $6.70M | 0.27% | +7,475+31.0% | Added |
| Tower Research Capital LLC (TRC) | 31,364 | $6.66M | 0.13% | +11,806+60.4% | Added |
| Tower View Investment Management & Research LLC | 31,099 | $6.61M | 3.49% | +274+0.9% | Added |
| Kinsale Capital Group, Inc. | 30,778 | $6.54M | 1.76% | +3,774+14.0% | Added |
| Oak Ridge Investments LLC | 30,649 | $6.51M | 0.51% | +1,701+5.9% | Added |
| Hartford Investment Management Co | 30,449 | $6.47M | 0.21% | −752−2.4% | Reduced |
| 1832 Asset Management L.P. | 30,164 | $6.41M | 0.01% | −129,428−81.1% | Reduced |
| Zions Bancorporation, N.A. | 30,008 | $6.37M | 0.40% | +6,360+26.9% | Added |
| Metis Global Partners, LLC | 29,232 | $6.21M | 0.19% | +4,980+20.5% | Added |
| Synovus Financial Corp | 28,970 | $6.15M | 0.08% | −1,000−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 28,788 | $6.11M | 0.04% | +1,612+5.9% | Added |
| Bessemer Group Inc | 28,676 | $6.09M | 0.01% | −98−0.3% | Reduced |
| Groupe la Francaise | 28,721 | $6.09M | 0.16% | +28,721 | New |
| NBT Bank N A | 28,648 | $6.09M | 0.42% | −784−2.7% | Reduced |
| Vontobel Holding Ltd. | 28,381 | $6.03M | 0.02% | +1,697+6.4% | Added |
| Capital Planning Advisors, LLC | 28,378 | $6.03M | 0.93% | +2,532+9.8% | Added |
| Colony Group, LLC | 28,317 | $6.02M | 0.02% | +5,990+26.8% | Added |
| Exencial Wealth Advisors, LLC | 28,179 | $5.99M | 0.22% | −1,211−4.1% | Reduced |
| Legacy Advisors, LLC | 28,171 | $5.98M | 0.58% | −262−0.9% | Reduced |
| Advisors Asset Management, Inc. | 28,049 | $5.96M | 0.11% | −6,957−19.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.53% | 00.0% | Unchanged |
| Sone Capital Management, LLC | 28,008 | $5.95M | 0.75% | +28,008 | New |
| Cary Street Partners Financial LLC | 27,930 | $5.93M | 0.19% | +27,930 | New |
| Cubist Systematic Strategies, LLC | 27,508 | $5.84M | 0.09% | −48,438−63.8% | Reduced |
| Bancreek Capital Management, LP | 27,420 | $5.82M | 5.68% | −12,312−31.0% | Reduced |
| Snowden Capital Advisors LLC | 26,853 | $5.70M | 0.18% | −1,003−3.6% | Reduced |
| NEOS Investment Management LLC | 26,822 | $5.70M | 0.13% | +6,216+30.2% | Added |
| Maryland State Retirement & Pension System | 26,528 | $5.63M | 0.12% | −1,907−6.7% | Reduced |
| FineMark National Bank & Trust | 26,444 | $5.62M | 0.20% | −155−0.6% | Reduced |
| Louisiana State Employees Retirement System | 26,400 | $5.61M | 0.11% | −1,300−4.7% | Reduced |
| Securian Asset Management, Inc | 26,395 | $5.61M | 0.16% | −803−3.0% | Reduced |
| Cornerstone Advisors, LLC | 26,300 | $5.59M | 0.22% | 00.0% | Unchanged |
| Callan Family Office, LLC | 26,142 | $5.55M | 0.35% | +24,570+1,563.0% | Added |
| Parcion Private Wealth LLC | 25,938 | $5.51M | 0.42% | +521+2.0% | Added |
| Diversified Trust Co | 25,669 | $5.45M | 0.13% | +114+0.4% | Added |
| Bonness Enterprises Inc | 25,500 | $5.42M | 1.90% | 00.0% | Unchanged |
| Commerce Bank | 25,476 | $5.41M | 0.03% | −405−1.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 25,426 | $5.40M | 0.43% | +1,302+5.4% | Added |
| Triasima Portfolio Management inc. | 25,333 | $5.38M | 1.04% | +4,837+23.6% | Added |
| AustralianSuper Pty Ltd | 25,321 | $5.38M | 0.03% | +1,424+6.0% | Added |
| Toroso Investments, LLC | 25,282 | $5.37M | 0.04% | +12,269+94.3% | Added |
| Harrington Investments, INC | 25,255 | $5.36M | 2.95% | −309−1.2% | Reduced |
| Stonegate Investment Group, LLC | 25,200 | $5.35M | 0.14% | −2,344−8.5% | Reduced |
| Reliant Investment Management, LLC | 24,939 | $5.30M | 2.34% | +1,320+5.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 24,877 | $5.28M | 1.24% | +211+0.9% | Added |
| Vinva Investment Management Ltd | 24,621 | $5.22M | 0.20% | +6,997+39.7% | Added |
| BNC Wealth Management, LLC | 24,472 | $5.20M | 1.71% | −68−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 24,190 | $5.14M | 2.25% | +9,648+66.3% | Added |
| CWM, LLC | 24,105 | $5.12M | 0.02% | +2,055+9.3% | Added |
| Centiva Capital, LP | 23,808 | $5.06M | 0.19% | +15,114+173.8% | Added |
| Bellwether Advisors, LLC | 23,728 | $5.04M | 0.90% | −3,452−12.7% | Reduced |
| Capital International Ltd | 23,646 | $5.02M | 0.20% | +2,647+12.6% | Added |
| Mount Yale Investment Advisors, LLC | 23,551 | $5.00M | 0.40% | +15,334+186.6% | Added |
| New Mexico Educational Retirement Board | 23,441 | $4.98M | 0.17% | −700−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,436 | $4.98M | 0.03% | −44,309−65.4% | Reduced |
| Jane Street Group, LLC | 23,390 | $4.97M | 0.01% | −24,779−51.4% | Reduced |
| Keybank National Association | 22,976 | $4.88M | 0.02% | −130−0.6% | Reduced |
| Point72 Hong Kong Ltd | 22,800 | $4.84M | 0.30% | −11,337−33.2% | Reduced |
| E. Ohman J:or Asset Management AB | 22,264 | $4.73M | 0.11% | +2,140+10.6% | Added |
| Benjamin Edwards Inc | 22,216 | $4.72M | 0.07% | +646+3.0% | Added |
| ING Groep NV | 22,197 | $4.71M | 0.03% | −2,589−10.4% | Reduced |
| Aviso Financial Inc. | 22,188 | $4.71M | 0.24% | +3,738+20.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,142 | $4.70M | 0.33% | −394−1.7% | Reduced |
| AIA Group Ltd | 22,081 | $4.69M | 0.11% | +4,881+28.4% | Added |
| Plato Investment Management Ltd | 21,905 | $4.67M | 0.34% | +2,721+14.2% | Added |
| American Trust | 21,906 | $4.65M | 0.35% | −280−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 21,541 | $4.58M | 0.11% | −201−0.9% | Reduced |
| Evelyn Partners Investment Management LLP | 21,293 | $4.52M | 0.15% | +21,293 | New |
| Brevan Howard Capital Management LP | 21,210 | $4.51M | 0.11% | +1,287+6.5% | Added |
| Mediolanum International Funds Ltd | 21,214 | $4.49M | 0.06% | +21,214 | New |
| Conning Inc. | 20,947 | $4.45M | 0.16% | +369+1.8% | Added |
| Essex LLC | 20,788 | $4.42M | 0.93% | −1,220−5.5% | Reduced |
| Norinchukin Bank, The | 20,748 | $4.41M | 0.09% | +1,173+6.0% | Added |
| Omers Administration Corp | 20,585 | $4.37M | 0.04% | +3,495+20.5% | Added |
| Sompo Asset Management Co., Ltd. | 20,270 | $4.31M | 0.73% | −990−4.7% | Reduced |
| RBF Capital, LLC | 20,000 | $4.25M | 0.22% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 19,933 | $4.23M | 0.05% | +5,018+33.6% | Added |
| Lafayette Investments, Inc. | 19,923 | $4.23M | 0.91% | −160−0.8% | Reduced |
| Park Avenue Securities LLC | 19,861 | $4.22M | 0.04% | +7,351+58.8% | Added |
| Burling Wealth Partners, LLC | 19,775 | $4.20M | 0.86% | +19,775 | New |
| Argent Trust Co | 19,632 | $4.17M | 0.17% | +80+0.4% | Added |
| Transcend Wealth Collective, LLC | 19,437 | $4.13M | 0.30% | +116+0.6% | Added |
| Occidental Asset Management, LLC | 19,359 | $4.11M | 0.64% | +1,555+8.7% | Added |
| Gamco Investors, Inc. Et Al | 19,309 | $4.10M | 0.04% | −150−0.8% | Reduced |
| Suncoast Equity Management | 19,221 | $4.08M | 0.46% | +446+2.4% | Added |
| Prosperity Consulting Group, LLC | 19,030 | $4.04M | 0.30% | +1,444+8.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 19,004 | $4.04M | 1.58% | +219+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 18,822 | $4.00M | 0.27% | +609+3.3% | Added |
| Agf Management Ltd | 18,814 | $4.00M | 0.02% | −3,438−15.5% | Reduced |