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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 6,491 | $1.38M | 0.10% | +3,098+91.3% | Added |
| Eqis Capital Management, Inc. | 6,489 | $1.38M | 0.11% | +109+1.7% | Added |
| Smartleaf Asset Management LLC | 6,494 | $1.38M | 0.14% | +1,117+20.8% | Added |
| Chesley Taft & Associates LLC | 6,466 | $1.37M | 0.06% | −925−12.5% | Reduced |
| LMCG Investments, LLC | 6,452 | $1.37M | 0.08% | −220−3.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.37M | 0.12% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,435 | $1.37M | 0.07% | +1,708+36.1% | Added |
| Principal Securities, Inc. | 6,422 | $1.36M | 0.03% | +397+6.6% | Added |
| Machina Capital S.A.S. | 6,386 | $1.36M | 0.57% | −460−6.7% | Reduced |
| Fidelis Capital Partners, LLC | 6,185 | $1.36M | 0.14% | −574−8.5% | Reduced |
| Checchi Capital Advisers, LLC | 6,350 | $1.35M | 0.10% | +42+0.7% | Added |
| Teza Capital Management LLC | 6,318 | $1.34M | 0.20% | −33,839−84.3% | Reduced |
| Exchange Bank | 6,239 | $1.33M | 1.07% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,242 | $1.32M | 0.38% | +102+1.7% | Added |
| Highview Capital Management LLC | 6,204 | $1.32M | 0.51% | +156+2.6% | Added |
| Venture Visionary Partners LLC | 6,199 | $1.32M | 0.06% | −83−1.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,161 | $1.31M | 0.02% | −48−0.8% | Reduced |
| Concord Wealth Partners | 6,155 | $1.31M | 0.21% | +78+1.3% | Added |
| Axq Capital, LP | 6,138 | $1.30M | 0.59% | −3,829−38.4% | Reduced |
| Elmwood Wealth Management, Inc. | 6,116 | $1.30M | 0.52% | +4+0.1% | Added |
| Concord Asset Management, LLC | 6,048 | $1.28M | 0.28% | +84+1.4% | Added |
| Ashton Thomas Private Wealth, LLC | 6,047 | $1.28M | 0.05% | +3,432+131.2% | Added |
| Ostrum Asset Management | 6,028 | $1.28M | 0.11% | +2,594+75.5% | Added |
| Fortis Capital Advisors, LLC | 5,563 | $1.27M | 0.43% | +1,756+46.1% | Added |
| Dorsey & Whitney Trust CO LLC | 5,953 | $1.26M | 0.07% | −282−4.5% | Reduced |
| AXS Investments LLC | 5,910 | $1.26M | 0.35% | +170+3.0% | Added |
| Peapack Gladstone Financial Corp | 5,902 | $1.25M | 0.02% | −145−2.4% | Reduced |
| We Are One Seven, LLC | 5,819 | $1.24M | 0.05% | +940+19.3% | Added |
| Louisbourg Investments Inc. | 8,211 | $1.24M | 0.32% | +3,300+67.2% | Added |
| DF Dent & Co Inc | 5,762 | $1.22M | 0.02% | +49+0.9% | Added |
| NorthStar Asset Management LLC | 5,759 | $1.22M | 0.78% | +613+11.9% | Added |
| Prosperity Financial Group, Inc. | 5,757 | $1.22M | 0.61% | +216+3.9% | Added |
| Access Financial Services, Inc. | 5,756 | $1.22M | 0.54% | +5,756 | New |
| Shell Asset Management Co | 5,735 | $1.22M | 0.05% | +223+4.0% | Added |
| Global Retirement Partners, LLC | 5,725 | $1.22M | 0.03% | +62+1.1% | Added |
| Ironwood Investment Counsel, LLC | 5,696 | $1.21M | 0.21% | −29−0.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,679 | $1.21M | 0.03% | +45+0.8% | Added |
| Trust Asset Management LLC | 5,677 | $1.21M | 0.09% | 00.0% | Unchanged |
| GTS Securities LLC | 5,657 | $1.20M | 0.06% | +1,962+53.1% | Added |
| Kings Path Partners LLC | 5,625 | $1.19M | 0.51% | 00.0% | Unchanged |
| Aries Wealth Management | 5,599 | $1.19M | 0.33% | −8−0.1% | Reduced |
| Center For Asset Management LLC | 5,569 | $1.18M | 0.77% | +73+1.3% | Added |
| US Asset Management LLC | 5,563 | $1.18M | 1.06% | −115−2.0% | Reduced |
| Fullcircle Wealth LLC | 5,097 | $1.18M | 0.48% | −158−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.18M | 0.09% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,522 | $1.17M | 0.03% | +131+2.4% | Added |
| Oppenheimer & Co Inc | 5,503 | $1.17M | 0.02% | −23−0.4% | Reduced |
| D.A. Davidson & Co. | 5,484 | $1.16M | 0.01% | −180−3.2% | Reduced |
| Twinbeech Capital LP | 5,383 | $1.14M | 0.02% | −36,059−87.0% | Reduced |
| Dover Advisors, LLC | 5,374 | $1.14M | 0.65% | −20−0.4% | Reduced |
| Kathmere Capital Management, LLC | 5,370 | $1.14M | 0.10% | −362−6.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,327 | $1.13M | 0.31% | +35+0.7% | Added |
| West Paces Advisors Inc. | 5,264 | $1.12M | 0.27% | −33−0.6% | Reduced |
| Sagespring Wealth Partners, LLC | 5,250 | $1.12M | 0.03% | +5,250 | New |
| AA Financial Advisors, LLC | 5,201 | $1.10M | 0.29% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,147 | $1.09M | 0.04% | −195−3.7% | Reduced |
| 1248 Management, LLC | 5,107 | $1.08M | 0.47% | +5,107 | New |
| Broadway Wealth Solutions, Inc. | 5,107 | $1.08M | 0.82% | +5,107 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.08M | 0.61% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $1.07M | 0.11% | +5,060 | New |
| Canandaigua National Bank & Trust Co | 5,056 | $1.07M | 0.11% | −141−2.7% | Reduced |
| Cigna Investments Inc | 5,044 | $1.07M | 0.19% | −29−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 5,042 | $1.07M | 0.06% | +335+7.1% | Added |
| NorthRock Partners, LLC | 5,041 | $1.07M | 0.03% | −1,612−24.2% | Reduced |
| Boltwood Capital Management | 4,996 | $1.06M | 0.32% | −109−2.1% | Reduced |
| Stevens Capital Management LP | 4,964 | $1.05M | 0.42% | +4,964 | New |
| Integrated Wealth Concepts LLC | 4,942 | $1.05M | 0.01% | +453+10.1% | Added |
| HM Payson & Co | 4,935 | $1.05M | 0.02% | −20.0% | Reduced |
| Lake Street Advisors Group, LLC | 4,935 | $1.05M | 0.05% | +11+0.2% | Added |
| Charter Trust Co | 4,926 | $1.05M | 0.07% | −75−1.5% | Reduced |
| JGP Wealth Management, LLC | 4,901 | $1.04M | 0.13% | +146+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 4,882 | $1.04M | 0.01% | +215+4.6% | Added |
| West Family Investments, Inc. | 4,878 | $1.04M | 0.36% | −112−2.2% | Reduced |
| Manchester Capital Management LLC | 4,859 | $1.03M | 0.12% | −6−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 4,858 | $1.03M | 0.05% | +235+5.1% | Added |
| Integrated Advisors Network LLC | 4,844 | $1.03M | 0.05% | +58+1.2% | Added |
| SkyView Investment Advisors, LLC | 4,831 | $1.03M | 0.16% | +4,831 | New |
| Hamilton Point Investment Advisors, LLC | 4,749 | $1.01M | 0.18% | +2,483+109.6% | Added |
| Quadcap Wealth Management, LLC | 4,733 | $1.01M | 0.15% | −73−1.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,730 | $1.00M | 0.43% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,710 | $1.00M | 0.05% | −103−2.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $999.6K | 0.19% | +382+8.8% | Added |
| GAMMA Investing LLC | 4,704 | $999.2K | 0.09% | +839+21.7% | Added |
| Criterion Capital Advisors, LLC | 4,735 | $997.7K | 0.63% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,694 | $997.0K | 0.20% | +801+20.6% | Added |
| Legacy Capital Wealth Partners, LLC | 4,673 | $992.5K | 0.25% | +205+4.6% | Added |
| Cascade Financial Partners, LLC | 4,666 | $991.0K | 0.13% | −470−9.2% | Reduced |
| Fjell Capital, LLC | 4,657 | $989.2K | 1.02% | +4,657 | New |
| Nicolet Bankshares Inc | 4,650 | $987.7K | 0.23% | +205+4.6% | Added |
| Independent Advisor Alliance | 4,635 | $984.5K | 0.01% | +2,523+119.5% | Added |
| Red Door Wealth Management, LLC | 4,612 | $979.6K | 0.15% | +78+1.7% | Added |
| Leavell Investment Management, Inc. | 4,607 | $978.6K | 0.05% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,589 | $974.8K | 0.24% | +71+1.6% | Added |
| Boston Financial Mangement LLC | 4,580 | $972.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 4,561 | $968.8K | 0.03% | −7,278−61.5% | Reduced |
| Warren Averett Asset Management, LLC | 4,538 | $963.9K | 0.01% | +3,183+234.9% | Added |
| Trust Co of Toledo NA | 4,487 | $953.1K | 0.12% | +309+7.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,470 | $949.5K | 0.09% | +25+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,469 | $949.3K | 0.14% | −1,397−23.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,463 | $948.0K | 0.03% | −189−4.1% | Reduced |