Marsh & McLennan Companies, Inc.

MRSH

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0000062709

SEC filings (opens in a new tab)

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, Q1 2025

Institutional positions in Marsh & McLennan Companies, Inc. as of Mar 31, 2025. 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: 1,627; +79 vs. Q4 2024
Shares held: 442.6M; +4.34M (+1.0%) vs. Q4 2024
Total value: $108.0B; +$14.9B (+16.0%) vs. Q4 2024
New holders: 178; 626 more added
Sold out: 99; 561 more reduced

30 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,627 institutions

Value heldQ1 2025: $108.0B

Institutions holding MRSH and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2024.

Institutions holding MRSH in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Semmax Financial Advisors Inc.	0	$22	0.00%	0	New
Blume Capital Management, Inc.	1	$245	0.00%	+1	New
Y.D. More Investments Ltd	690	$453	0.00%	+84+13.9%	Added
Rialto Wealth Management, LLC	2	$489	0.00%	+2	New
HFM Investment Advisors, LLC	3	$733	0.00%	+3	New
Greenline Partners, LLC	4	$976	0.00%	+4	New
N.E.W. Advisory Services LLC	4	$976	0.00%	+4	New
West Branch Capital LLC	4	$977	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	4	$977	0.00%	+4	New
Tobam	6	$1.00K	0.00%	−689−99.1%	Reduced
Transamerica Financial Advisors, Inc.	2	$1.00K	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	5	$1.22K	0.00%	+5	New
Bare Financial Services, Inc	5	$1.22K	0.00%	+5	New
Redwood Park Advisors LLC	5	$1.22K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	6	$1.37K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	6	$1.46K	0.00%	−10−62.5%	Reduced
Parkworth Wealth Management, Inc.	6	$1.46K	0.00%	00.0%	Unchanged
PayPay Securities Corp	6	$1.57K	0.09%	−6−50.0%	Reduced
Cape Investment Advisory, Inc.	7	$1.71K	0.00%	−1−12.5%	Reduced
CBIZ Investment Advisory Services, LLC	7	$1.71K	0.00%	+7	New
Tradewinds Capital Management, LLC	7	$1.71K	0.00%	−150−95.5%	Reduced
Rakuten Securities, Inc.	8	$1.95K	0.00%	−22−73.3%	Reduced
Optimum Investment Advisors	8	$1.95K	0.00%	+8	New
Trust Co	8	$1.95K	0.00%	+8	New
DAGCO, Inc.	8	$1.95K	0.00%	+8	New
Bay Harbor Wealth Management, LLC	8	$1.95K	0.00%	+8	New
Hazlett, Burt & Watson, Inc.	8	$2.00K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	9	$2.00K	0.00%	+9	New
MPWM Advisory Solutions, LLC	9	$2.20K	0.00%	00.0%	Unchanged
Wood Tarver Financial Group, LLC	9	$2.20K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	10	$2.51K	0.00%	−200−95.2%	Reduced
First Command Advisory Services, Inc.	11	$2.68K	0.00%	+11	New
Asset Planning,Inc	12	$2.93K	0.00%	00.0%	Unchanged
Stonebridge Financial Group, LLC	12	$2.93K	0.00%	+12	New
Riggs Asset Managment Co. Inc.	12	$2.93K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	12	$2.95K	0.00%	00.0%	Unchanged
Crowley Wealth Management, Inc.	15	$3.66K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	15	$3.66K	0.00%	+10+200.0%	Added
Winnow Wealth LLC	16	$3.71K	0.00%	+5+45.5%	Added
Archer Investment Corp	16	$3.90K	0.00%	00.0%	Unchanged
BankPlus Trust Department	16	$3.90K	0.00%	00.0%	Unchanged
Longfellow Investment Management Co LLC	17	$4.15K	0.00%	00.0%	Unchanged
Main Street Group, LTD	17	$4.15K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	18	$4.39K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	18	$4.40K	0.00%	+3+20.0%	Added
Principia Wealth Advisory, LLC	20	$4.59K	0.00%	+5+33.3%	Added
Bradley & Co. Private Wealth Management, LLC	19	$4.64K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	19	$4.64K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	20	$4.88K	0.00%	00.0%	Unchanged
TD Capital Management LLC	21	$5.18K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	25	$5.31K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	23	$5.61K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	24	$5.86K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	24	$5.86K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	25	$6.10K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	25	$6.10K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	25	$6.10K	0.00%	00.0%	Unchanged
Clark Wealth Partners	25	$6.10K	0.00%	+25	New
Sound Income Strategies, LLC	27	$6.59K	0.00%	−2−6.9%	Reduced
Barnes Dennig Private Wealth Management LLC	28	$6.83K	0.01%	+28	New
McIlrath & Eck, LLC	29	$7.08K	0.00%	00.0%	Unchanged
Tacita Capital Inc	29	$7.08K	0.01%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	29	$7.08K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	30	$7.32K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	30	$7.32K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	31	$7.57K	0.01%	+26+520.0%	Added
TSFG, LLC	34	$8.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	33	$8.06K	0.00%	+33	New
GPS Wealth Strategies Group, LLC	33	$8.14K	0.00%	+1+3.1%	Added
DiNuzzo Private Wealth, Inc.	34	$8.30K	0.00%	+3+9.7%	Added
MeadowBrook Investment Advisors LLC	36	$8.79K	0.01%	00.0%	Unchanged
TFC Financial Management	36	$8.79K	0.00%	00.0%	Unchanged
MorganRosel Wealth Management, LLC	38	$9.27K	0.00%	+38	New
Valued Wealth Advisors LLC	38	$9.29K	0.01%	00.0%	Unchanged
Bullock Wealth Management Group	39	$9.52K	0.01%	00.0%	Unchanged
Crews Bank & Trust	39	$9.52K	0.00%	00.0%	Unchanged
BFSG, LLC	39	$9.52K	0.00%	00.0%	Unchanged
Operose Advisors LLC	41	$10.0K	0.00%	−17−29.3%	Reduced
Coastline Trust Co	42	$10.2K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	42	$10.3K	0.00%	+17+68.0%	Added
ESL Trust Services, LLC	43	$10.5K	0.00%	00.0%	Unchanged
Red Tortoise LLC	43	$10.5K	0.01%	00.0%	Unchanged
Flagship Wealth Advisors, LLC	43	$10.5K	0.00%	00.0%	Unchanged
Horizons Wealth Management	44	$10.7K	0.01%	00.0%	Unchanged
Investors Research Corp	45	$11.0K	0.00%	+45	New
Ritter Daniher Financial Advisory LLC	45	$11.0K	0.00%	00.0%	Unchanged
Avion Wealth	52	$11.0K	0.00%	00.0%	Unchanged
Clal Insurance Enterprises Holdings Ltd	46	$11.0K	0.00%	+38+475.0%	Added
Binnacle Investments Inc	48	$11.7K	0.01%	+48	New
BOK Financial Private Wealth, Inc.	50	$12.2K	0.00%	+42+525.0%	Added
Raffa Wealth Management, LLC	51	$12.4K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	54	$13.2K	0.00%	−16−22.9%	Reduced
Hughes Financial Services, LLC	55	$13.4K	0.00%	+55	New
Evermay Wealth Management LLC	55	$13.4K	0.00%	00.0%	Unchanged
Richardson Capital Management LLC	55	$13.4K	0.01%	+55	New
Abound Wealth Management	58	$14.1K	0.00%	−42−42.0%	Reduced
Northwest Capital Management Inc	58	$14.2K	0.01%	00.0%	Unchanged
Pflug Koory, LLC	61	$14.9K	0.01%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	61	$14.9K	0.01%	00.0%	Unchanged
Perritt Capital Management Inc	61	$14.9K	0.01%	00.0%	Unchanged