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 |
|---|---|---|---|---|---|
| Morton Community Bank | 18,463 | $3.92M | 1.04% | +140+0.8% | Added |
| Pensionmark Financial Group, LLC | 18,221 | $3.87M | 0.11% | +998+5.8% | Added |
| Natixis | 17,911 | $3.80M | 0.03% | −313,652−94.6% | Reduced |
| Cresset Asset Management, LLC | 17,802 | $3.78M | 0.02% | −25,485−58.9% | Reduced |
| Mechanics Bank Trust Department | 17,707 | $3.76M | 0.50% | +264+1.5% | Added |
| Kestra Advisory Services, LLC | 17,697 | $3.76M | 0.02% | −1,971−10.0% | Reduced |
| Commerzbank Aktiengesellschaft | 17,677 | $3.75M | 0.09% | +4,525+34.4% | Added |
| Neo Ivy Capital Management | 17,544 | $3.73M | 0.75% | +14,880+558.6% | Added |
| Red Cedar Investment Management, LLC | 17,521 | $3.72M | 0.47% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 17,499 | $3.72M | 0.34% | −9,659−35.6% | Reduced |
| Merit Financial Group, LLC | 17,385 | $3.69M | 0.07% | +8,487+95.4% | Added |
| Heritage Trust Co | 17,279 | $3.67M | 0.43% | +17,279 | New |
| Becker Capital Management Inc | 17,241 | $3.66M | 0.12% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 17,113 | $3.63M | 2.07% | +17,113 | New |
| Empirical Finance, LLC | 16,876 | $3.58M | 0.21% | −226−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 16,800 | $3.57M | 0.05% | −3,281−16.3% | Reduced |
| Hamilton Capital Partners Inc. | 16,758 | $3.56M | 0.27% | +2,872+20.7% | Added |
| NewEdge Wealth, LLC | 16,692 | $3.55M | 0.06% | −223−1.3% | Reduced |
| Alerus Financial NA | 16,669 | $3.54M | 0.27% | −1,684−9.2% | Reduced |
| DRW Securities, LLC | 16,600 | $3.53M | 0.24% | +16,600 | New |
| Ascent Group, LLC | 16,427 | $3.49M | 0.26% | +584+3.7% | Added |
| Federated Hermes, Inc. | 16,415 | $3.49M | 0.01% | +161+1.0% | Added |
| Canada Post Corp Registered Pension Plan | 16,283 | $3.46M | 0.20% | +16,283 | New |
| Nomura Holdings Inc | 16,180 | $3.44M | 0.02% | +15,084+1,376.3% | Added |
| Everence Capital Management Inc | 16,120 | $3.42M | 0.22% | +6,260+63.5% | Added |
| RSM US Wealth Management LLC | 16,068 | $3.41M | 0.05% | +305+1.9% | Added |
| Strategic Investment Advisors | 15,817 | $3.36M | 0.36% | −18−0.1% | Reduced |
| Allstate Corp | 15,805 | $3.36M | 0.10% | +15,805 | New |
| First Citizens Bank & Trust Co | 15,730 | $3.34M | 0.06% | −403−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,593 | $3.31M | 0.07% | +70.0% | Added |
| V-Square Quantitative Management LLC | 15,503 | $3.29M | 0.47% | +1,472+10.5% | Added |
| Kinneret Advisory, LLC | 15,494 | $3.29M | 0.31% | −722−4.5% | Reduced |
| Bayesian Capital Management, LP | 15,125 | $3.21M | 0.39% | +15,125 | New |
| Exchange Traded Concepts, LLC | 15,086 | $3.20M | 0.07% | +370+2.5% | Added |
| Kingsview Wealth Management, LLC | 15,021 | $3.19M | 0.06% | +94+0.6% | Added |
| Vident Advisory, LLC | 14,977 | $3.18M | 0.06% | +1,234+9.0% | Added |
| Algert Global LLC | 14,844 | $3.15M | 0.07% | −185−1.2% | Reduced |
| South Dakota Investment Council | 14,652 | $3.11M | 0.06% | 00.0% | Unchanged |
| Sciencast Management LP | 14,335 | $3.04M | 0.83% | +1,809+14.4% | Added |
| Entropy Technologies, LP | 14,278 | $3.03M | 0.31% | +10,473+275.2% | Added |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.99M | 0.36% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 14,064 | $2.99M | 1.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 14,027 | $2.98M | 0.03% | +1,389+11.0% | Added |
| First Manhattan Co | 14,021 | $2.98M | 0.01% | +2,118+17.8% | Added |
| Accurate Wealth Management, LLC | 14,230 | $2.98M | 0.57% | −102−0.7% | Reduced |
| Lindenwold Advisors | 14,011 | $2.98M | 1.59% | −950−6.3% | Reduced |
| Sumitomo Life Insurance Co | 13,845 | $2.94M | 0.06% | −228−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 13,760 | $2.92M | 0.02% | −159−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 13,697 | $2.91M | 0.10% | −55−0.4% | Reduced |
| Dynasty Wealth Management, LLC | 13,655 | $2.90M | 0.05% | +688+5.3% | Added |
| Souders Financial Advisors | 13,651 | $2.90M | 0.40% | −4,878−26.3% | Reduced |
| Bouvel Investment Partners, LLC | 13,626 | $2.89M | 1.04% | +153+1.1% | Added |
| Pitcairn Co | 13,580 | $2.88M | 0.17% | −949−6.5% | Reduced |
| CAPROCK Group, Inc. | 13,568 | $2.88M | 0.09% | +301+2.3% | Added |
| Prana Capital Management, LP | 13,562 | $2.88M | 0.14% | +13,562 | New |
| River Wealth Advisors LLC | 13,512 | $2.87M | 0.38% | −373−2.7% | Reduced |
| Larson Financial Group LLC | 13,467 | $2.86M | 0.15% | +1,777+15.2% | Added |
| Hantz Financial Services, Inc. | 13,255 | $2.81M | 0.05% | −3,994−23.2% | Reduced |
| Summit Financial, LLC | 13,024 | $2.77M | 0.10% | +370+2.9% | Added |
| Magnetar Financial LLC | 12,841 | $2.73M | 0.06% | −15,314−54.4% | Reduced |
| Kimelman & Baird, LLC | 12,795 | $2.72M | 0.22% | −100−0.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,784 | $2.72M | 0.81% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 12,784 | $2.72M | 0.06% | −594−4.4% | Reduced |
| G&S Capital LLC | 12,712 | $2.70M | 1.11% | −256−2.0% | Reduced |
| Icon Wealth Advisors, LLC | 12,695 | $2.70M | 0.22% | +58+0.5% | Added |
| Private Advisor Group, LLC | 12,662 | $2.69M | 0.02% | −1,421−10.1% | Reduced |
| Private Trust Co NA | 12,549 | $2.67M | 0.27% | +40+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,547 | $2.67M | 0.20% | +1,142+10.0% | Added |
| Vise Technologies, Inc. | 12,543 | $2.66M | 0.22% | +3,178+33.9% | Added |
| Oddo BHF Asset Management SAS | 12,504 | $2.66M | 0.13% | +2,223+21.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,483 | $2.65M | 0.01% | +106+0.9% | Added |
| Moody National Bank Trust Division | 12,405 | $2.63M | 0.28% | −658−5.0% | Reduced |
| Hartline Investment Corp | 12,265 | $2.61M | 0.30% | −1,498−10.9% | Reduced |
| Bokf, NA | 12,443 | $2.60M | 0.04% | +232+1.9% | Added |
| Fiduciary Trust Co | 12,139 | $2.58M | 0.03% | −744−5.8% | Reduced |
| HBK Sorce Advisory LLC | 12,099 | $2.57M | 0.08% | −276−2.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.56M | 0.35% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,941 | $2.54M | 0.05% | +427+3.7% | Added |
| TownSquare Capital, LLC | 11,761 | $2.50M | 0.03% | +1,631+16.1% | Added |
| Vestmark Advisory Solutions, Inc. | 11,741 | $2.49M | 0.09% | +86+0.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 11,707 | $2.49M | 0.29% | −22,714−66.0% | Reduced |
| Moran Wealth Management, LLC | 11,626 | $2.47M | 0.08% | +11,626 | New |
| Horizon Investments, LLC | 11,569 | $2.45M | 0.07% | +255+2.3% | Added |
| Beacon Pointe Advisors, LLC | 11,437 | $2.43M | 0.03% | −2,004−14.9% | Reduced |
| HighPoint Advisor Group LLC | 10,629 | $2.42M | 0.13% | +150+1.4% | Added |
| Te Ahumairangi Investment Management Ltd | 11,395 | $2.42M | 0.51% | +896+8.5% | Added |
| TCW Group Inc | 11,366 | $2.41M | 0.02% | +172+1.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,358 | $2.41M | 0.03% | −5,564−32.9% | Reduced |
| United Services Automobile Association | 11,302 | $2.40M | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 11,188 | $2.38M | 0.00% | +11,188 | New |
| Empowered Funds, LLC | 11,164 | $2.37M | 0.03% | −2,773−19.9% | Reduced |
| Belpointe Asset Management LLC | 10,374 | $2.36M | 0.14% | +1,749+20.3% | Added |
| Proequities, Inc. | 10,825 | $2.35M | 0.13% | +5,633+108.5% | Added |
| Edgestream Partners, L.P. | 11,010 | $2.34M | 0.10% | −6,094−35.6% | Reduced |
| Kestra Private Wealth Services, LLC | 10,999 | $2.34M | 0.04% | +937+9.3% | Added |
| Tiaa Trust, National Association | 10,970 | $2.33M | 0.01% | +133+1.2% | Added |
| Landscape Capital Management, L.L.C. | 10,946 | $2.33M | 0.25% | +2,723+33.1% | Added |
| TKG Advisors, LLC | 10,522 | $2.30M | 1.06% | −30−0.3% | Reduced |
| Perigon Wealth Management, LLC | 10,598 | $2.29M | 0.06% | +1,182+12.6% | Added |
| Howland Capital Management LLC | 10,760 | $2.29M | 0.10% | −171−1.6% | Reduced |