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 |
|---|---|---|---|---|---|
| Beck Bode, LLC | 10,738 | $2.28M | 0.42% | +6,036+128.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,692 | $2.27M | 0.09% | −62−0.6% | Reduced |
| Balyasny Asset Management LLC | 10,674 | $2.27M | 0.01% | +7,254+212.1% | Added |
| Northcape Capital Pty Ltd | 10,648 | $2.26M | 0.36% | +1,447+15.7% | Added |
| iA Global Asset Management Inc. | 10,644 | $2.26M | 0.04% | +2,709+34.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $2.23M | 0.99% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,420 | $2.21M | 0.03% | +1,052+11.2% | Added |
| Hills Bank & Trust Co | 10,353 | $2.20M | 0.17% | +398+4.0% | Added |
| Bryn Mawr Trust Co | 10,339 | $2.20M | 0.04% | +1,699+19.7% | Added |
| Value Partners Investments Inc. | 10,337 | $2.19M | 1.24% | +462+4.7% | Added |
| Wealthcare Advisory Partners LLC | 10,296 | $2.19M | 0.06% | +10+0.1% | Added |
| Capstone Investment Advisors, LLC | 10,275 | $2.18M | 0.02% | +10,005+3,705.6% | Added |
| Greenleaf Trust | 10,213 | $2.17M | 0.02% | −34−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 10,126 | $2.14M | 0.11% | +89+0.9% | Added |
| Regions Financial Corp | 10,064 | $2.14M | 0.02% | −516−4.9% | Reduced |
| Wetherby Asset Management Inc | 10,038 | $2.13M | 0.10% | −471−4.5% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.12M | 0.07% | 00.0% | Unchanged |
| Pensionfund Sabic | 10,000 | $2.12M | 0.56% | +3,000+42.9% | Added |
| Delap Wealth Advisory, LLC | 9,990 | $2.12M | 1.27% | +416+4.3% | Added |
| Pinnacle Associates Ltd | 9,960 | $2.12M | 0.03% | +3,262+48.7% | Added |
| Mogy Joel R Investment Counsel Inc | 9,910 | $2.10M | 0.13% | +2,662+36.7% | Added |
| Ballentine Partners, LLC | 9,781 | $2.08M | 0.04% | +574+6.2% | Added |
| Oak Thistle LLC | 9,733 | $2.07M | 0.61% | +7,573+350.6% | Added |
| Enterprise Bank & Trust Co | 9,720 | $2.06M | 0.68% | +20+0.2% | Added |
| Tealwood Asset Management Inc | 9,659 | $2.05M | 0.85% | −20−0.2% | Reduced |
| Vectors Research Management, LLC | 9,498 | $2.02M | 0.69% | −256−2.6% | Reduced |
| Signaturefd, LLC | 9,490 | $2.02M | 0.04% | −118−1.2% | Reduced |
| Front Row Advisors LLC | 9,424 | $2.00M | 0.69% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 9,328 | $1.98M | 0.33% | −185−1.9% | Reduced |
| Ritholtz Wealth Management | 9,164 | $1.95M | 0.06% | −90−1.0% | Reduced |
| Quadrant Capital Group LLC | 9,154 | $1.94M | 0.13% | −42−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 9,144 | $1.94M | 0.03% | +117+1.3% | Added |
| Readystate Asset Management LP | 9,108 | $1.93M | 0.08% | +7,464+454.0% | Added |
| Grimes & Company, Inc. | 9,071 | $1.93M | 0.06% | −244−2.6% | Reduced |
| Savant Capital, LLC | 9,051 | $1.92M | 0.02% | +310+3.5% | Added |
| Atria Wealth Solutions, Inc. | 9,008 | $1.91M | 0.02% | +425+5.0% | Added |
| Jefferies Financial Group Inc. | 8,975 | $1.91M | 0.02% | +8,975 | New |
| Inceptionr LLC | 8,974 | $1.91M | 0.43% | +5,347+147.4% | Added |
| Univest Financial Corp | 8,903 | $1.89M | 0.12% | −399−4.3% | Reduced |
| Qtron Investments LLC | 8,870 | $1.88M | 0.26% | −900−9.2% | Reduced |
| Advisory Services Network, LLC | 8,839 | $1.88M | 0.03% | +502+6.0% | Added |
| Brass Tax Wealth Management, Inc | 8,759 | $1.86M | 0.39% | +5+0.1% | Added |
| Brighton Jones LLC | 8,738 | $1.86M | 0.05% | +2,960+51.2% | Added |
| Quest Partners LLC | 8,735 | $1.86M | 0.25% | −5,448−38.4% | Reduced |
| Hilltop Holdings Inc. | 8,704 | $1.85M | 0.12% | +308+3.7% | Added |
| Congress Wealth Management LLC | 8,688 | $1.85M | 0.03% | +5,142+145.0% | Added |
| Dumont & Blake Investment Advisors LLC | 8,649 | $1.84M | 0.49% | −1,180−12.0% | Reduced |
| RMR Wealth Builders | 8,637 | $1.83M | 0.19% | −38−0.4% | Reduced |
| TD Private Client Wealth LLC | 8,619 | $1.83M | 0.05% | +340+4.1% | Added |
| Welch & Forbes LLC | 8,616 | $1.83M | 0.02% | −4,580−34.7% | Reduced |
| Walleye Trading LLC | 8,404 | $1.79M | 0.04% | +7,116+552.5% | Added |
| Citizens & Northern Corp | 8,282 | $1.76M | 0.48% | +404+5.1% | Added |
| IAM Advisory, LLC | 8,242 | $1.75M | 0.44% | +174+2.2% | Added |
| Wealth Alliance | 8,238 | $1.75M | 0.21% | −156−1.9% | Reduced |
| First National Trust Co | 8,120 | $1.72M | 0.06% | −73−0.9% | Reduced |
| Nebula Research & Development LLC | 8,115 | $1.72M | 0.20% | +4,732+139.9% | Added |
| Evercore Wealth Management, LLC | 8,096 | $1.72M | 0.03% | −2,153−21.0% | Reduced |
| Citizens Financial Group Inc | 8,077 | $1.72M | 0.03% | −12−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 8,060 | $1.71M | 0.11% | +91+1.1% | Added |
| Clearstead Advisors, LLC | 8,016 | $1.70M | 0.03% | −250−3.0% | Reduced |
| Headlands Technologies LLC | 7,978 | $1.69M | 0.17% | −31−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 7,933 | $1.69M | 0.05% | +1,043+15.1% | Added |
| Adviser Investments LLC | 7,883 | $1.67M | 0.02% | +16+0.2% | Added |
| PDT Partners, LLC | 7,854 | $1.67M | 0.15% | +4+0.1% | Added |
| LS Investment Advisors, LLC | 7,749 | $1.65M | 0.24% | −256−3.2% | Reduced |
| Lantz Financial LLC | 7,733 | $1.64M | 0.44% | −6−0.1% | Reduced |
| Impact Capital Partners LLC | 7,715 | $1.64M | 0.58% | +7,715 | New |
| Mission Wealth Management, LP | 7,710 | $1.64M | 0.04% | −621−7.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,634 | $1.62M | 0.06% | −40−0.5% | Reduced |
| Syon Capital LLC | 7,627 | $1.62M | 0.15% | −510−6.3% | Reduced |
| PFG Advisors | 7,595 | $1.61M | 0.10% | −361−4.5% | Reduced |
| Matrix Trust Co | 7,561 | $1.61M | 0.28% | +162+2.2% | Added |
| Venturi Wealth Management, LLC | 7,483 | $1.59M | 0.08% | −206−2.7% | Reduced |
| IFP Advisors, Inc | 7,432 | $1.58M | 0.05% | +4,468+150.7% | Added |
| Beverly Hills Private Wealth, LLC | 7,406 | $1.57M | 0.32% | −177−2.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,354 | $1.56M | 0.21% | −36−0.5% | Reduced |
| Courier Capital LLC | 7,329 | $1.56M | 0.11% | −2,684−26.8% | Reduced |
| Wedmont Private Capital | 7,435 | $1.55M | 0.08% | +113+1.5% | Added |
| MAI Capital Management | 7,273 | $1.54M | 0.01% | +129+1.8% | Added |
| MUFG Securities Americas Inc. | 7,251 | $1.54M | 0.20% | +7,251 | New |
| Walleye Capital LLC | 7,235 | $1.54M | 0.01% | −10,467−59.1% | Reduced |
| TCTC Holdings, LLC | 7,198 | $1.53M | 0.05% | +32+0.4% | Added |
| Profund Advisors LLC | 7,195 | $1.53M | 0.06% | −579−7.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,174 | $1.52M | 0.02% | −8−0.1% | Reduced |
| Norway Savings Bank | 7,137 | $1.52M | 0.84% | −34−0.5% | Reduced |
| Wimmer Associates 1, LLC | 7,105 | $1.51M | 0.75% | −465−6.1% | Reduced |
| Ledyard National Bank | 7,045 | $1.50M | 0.14% | +3,164+81.5% | Added |
| Douglas Lane & Associates, LLC | 7,005 | $1.49M | 0.02% | +2,194+45.6% | Added |
| Parallel Advisors, LLC | 7,000 | $1.49M | 0.03% | −55−0.8% | Reduced |
| Buckingham Strategic Partners | 6,957 | $1.48M | 0.02% | +1,142+19.6% | Added |
| RCS Financial Planning, LLC | 6,904 | $1.47M | 0.78% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,847 | $1.45M | 0.08% | −373−5.2% | Reduced |
| United Bank | 6,781 | $1.44M | 0.61% | +483+7.7% | Added |
| Pictet Bank & Trust Ltd | 6,696 | $1.42M | 1.42% | +6,696 | New |
| Smithfield Trust Co | 6,703 | $1.42M | 0.07% | 00.0% | Unchanged |
| Gries Financial LLC | 6,674 | $1.42M | 0.25% | +504+8.2% | Added |
| Drake & Associates, LLC | 6,230 | $1.42M | 0.40% | +3,279+111.1% | Added |
| Princeton Global Asset Management LLC | 6,668 | $1.42M | 0.26% | +6,668 | New |
| Shelton Capital Management | 6,598 | $1.40M | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,574 | $1.40M | 0.39% | −156−2.3% | Reduced |