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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 5,720 | $1.40M | 0.02% | −2,896−33.6% | Reduced |
| Elmwood Wealth Management, Inc. | 5,722 | $1.40M | 0.57% | −394−6.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,735 | $1.40M | 0.08% | +693+13.7% | Added |
| Ironwood Investment Counsel, LLC | 5,749 | $1.40M | 0.24% | +53+0.9% | Added |
| Shell Asset Management Co | 5,771 | $1.41M | 0.07% | +36+0.6% | Added |
| Jones Financial Companies LLLP | 5,822 | $1.41M | 0.00% | +1,542+36.0% | Added |
| Louisbourg Investments Inc. | 8,179 | $1.41M | 0.38% | −32−0.4% | Reduced |
| Oppenheimer & Co Inc | 5,826 | $1.42M | 0.02% | +323+5.9% | Added |
| Ferguson Wellman Capital Management, Inc | 5,828 | $1.42M | 0.03% | −333−5.4% | Reduced |
| Prosperity Financial Group, Inc. | 5,855 | $1.43M | 0.71% | +98+1.7% | Added |
| Ostrum Asset Management | 5,873 | $1.43M | 0.08% | −155−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,905 | $1.44M | 0.08% | −48−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 5,916 | $1.44M | 0.02% | +14+0.2% | Added |
| Concord Wealth Partners | 6,048 | $1.48M | 0.24% | −107−1.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.48M | 0.51% | +6,053 | New |
| Thompson Siegel & Walmsley LLC | 6,055 | $1.48M | 0.03% | −1,119−15.6% | Reduced |
| Sagespring Wealth Partners, LLC | 6,085 | $1.48M | 0.04% | +835+15.9% | Added |
| Chesley Taft & Associates LLC | 6,099 | $1.49M | 0.07% | −367−5.7% | Reduced |
| Venture Visionary Partners LLC | 6,127 | $1.50M | 0.06% | −72−1.2% | Reduced |
| GAMMA Investing LLC | 6,211 | $1.52M | 0.11% | +1,507+32.0% | Added |
| OmniStar Financial Group, Inc. | 6,228 | $1.52M | 1.20% | +3,077+97.7% | Added |
| Exchange Bank | 6,239 | $1.52M | 1.23% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,242 | $1.52M | 0.44% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 6,311 | $1.54M | 0.13% | +941+17.5% | Added |
| Matauro, LLC | 6,322 | $1.54M | 0.31% | +6,322 | New |
| Banco Santander, S.A. | 6,379 | $1.56M | 0.02% | −80,243−92.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,444 | $1.57M | 0.11% | +94+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.57M | 0.14% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 6,502 | $1.59M | 0.99% | +743+12.9% | Added |
| Shelton Capital Management | 6,516 | $1.59M | 0.04% | −82−1.2% | Reduced |
| Capital Asset Advisory Services LLC | 6,596 | $1.61M | 0.08% | −3,530−34.9% | Reduced |
| WSFS Capital Management, LLC | 6,665 | $1.63M | 0.10% | −182−2.7% | Reduced |
| Princeton Global Asset Management LLC | 6,668 | $1.63M | 0.32% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,679 | $1.63M | 0.08% | −24−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,716 | $1.64M | 0.06% | +669+11.1% | Added |
| LMCG Investments, LLC | 6,756 | $1.65M | 0.11% | +304+4.7% | Added |
| Douglas Lane & Associates, LLC | 6,806 | $1.66M | 0.02% | −199−2.8% | Reduced |
| Profund Advisors LLC | 6,841 | $1.67M | 0.07% | −354−4.9% | Reduced |
| US Asset Management LLC | 6,847 | $1.67M | 1.60% | +1,284+23.1% | Added |
| Access Financial Services, Inc. | 6,870 | $1.68M | 0.67% | +1,114+19.4% | Added |
| RCS Financial Planning, LLC | 6,904 | $1.68M | 0.89% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,912 | $1.69M | 0.02% | −2,096−23.3% | Reduced |
| Gries Financial LLC | 6,923 | $1.69M | 0.33% | +249+3.7% | Added |
| Smartleaf Asset Management LLC | 6,975 | $1.69M | 0.16% | +481+7.4% | Added |
| Norway Savings Bank | 6,957 | $1.70M | 0.97% | −180−2.5% | Reduced |
| United Bank | 6,993 | $1.71M | 0.71% | +212+3.1% | Added |
| Mach-1 Financial Group, Inc. | 7,057 | $1.72M | 0.52% | +7,057 | New |
| Boyd Watterson Asset Management LLC | 7,064 | $1.72M | 0.55% | +490+7.5% | Added |
| Simplicity Wealth,LLC | 7,129 | $1.74M | 0.14% | +5,703+399.9% | Added |
| Penserra Capital Management LLC | 7,136 | $1.74M | 0.03% | +3,593+101.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,137 | $1.74M | 0.04% | +1,458+25.7% | Added |
| Beverly Hills Private Wealth, LLC | 7,146 | $1.74M | 0.35% | −260−3.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,181 | $1.75M | 0.09% | +746+11.6% | Added |
| First National Trust Co | 7,216 | $1.76M | 0.07% | −904−11.1% | Reduced |
| TCTC Holdings, LLC | 7,247 | $1.77M | 0.06% | +49+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 7,254 | $1.77M | 0.14% | +7,254 | New |
| Parallel Advisors, LLC | 7,286 | $1.78M | 0.04% | +286+4.1% | Added |
| Relyea Zuckerberg Hanson LLC | 7,353 | $1.79M | 0.24% | −10.0% | Reduced |
| Clearstead Advisors, LLC | 7,357 | $1.80M | 0.03% | −659−8.2% | Reduced |
| MAI Capital Management | 7,379 | $1.80M | 0.01% | +106+1.5% | Added |
| IFP Advisors, Inc | 7,479 | $1.83M | 0.06% | +47+0.6% | Added |
| Ledyard National Bank | 7,482 | $1.83M | 0.18% | +437+6.2% | Added |
| Wedmont Private Capital | 7,833 | $1.83M | 0.09% | +398+5.4% | Added |
| Venturi Wealth Management, LLC | 7,501 | $1.83M | 0.10% | +18+0.2% | Added |
| Oak Thistle LLC | 7,511 | $1.83M | 0.37% | −2,222−22.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,640 | $1.86M | 0.07% | +6+0.1% | Added |
| Matrix Trust Co | 7,654 | $1.87M | 0.32% | +93+1.2% | Added |
| LS Investment Advisors, LLC | 7,749 | $1.89M | 0.29% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,759 | $1.89M | 0.52% | +26+0.3% | Added |
| S-Bank Fund Management Ltd | 7,836 | $1.91M | 0.36% | +7,836 | New |
| Drake & Associates, LLC | 7,846 | $1.91M | 0.54% | +1,616+25.9% | Added |
| Dark Forest Capital Management LP | 7,854 | $1.92M | 0.09% | +5,956+313.8% | Added |
| Adviser Investments LLC | 7,887 | $1.92M | 0.02% | +4+0.1% | Added |
| Buckingham Strategic Partners | 7,946 | $1.94M | 0.03% | +989+14.2% | Added |
| Syon Capital LLC | 8,072 | $1.97M | 0.16% | +445+5.8% | Added |
| Evercore Wealth Management, LLC | 8,095 | $1.98M | 0.03% | −10.0% | Reduced |
| F/M Investments LLC | 8,134 | $1.98M | 0.08% | +8,134 | New |
| Savant Capital, LLC | 8,184 | $2.00M | 0.02% | −867−9.6% | Reduced |
| IAM Advisory, LLC | 8,229 | $2.01M | 0.52% | −13−0.2% | Reduced |
| Impact Capital Partners LLC | 8,249 | $2.01M | 0.73% | +534+6.9% | Added |
| EP Wealth Advisors, LLC | 8,268 | $2.02M | 0.02% | +4,687+130.9% | Added |
| Citizens Financial Group Inc | 8,276 | $2.02M | 0.04% | +199+2.5% | Added |
| Citizens & Northern Corp | 8,333 | $2.03M | 0.57% | +51+0.6% | Added |
| Pictet Bank & Trust Ltd | 8,395 | $2.05M | 2.50% | +1,699+25.4% | Added |
| Pensionfund Sabic | 8,500 | $2.07M | 0.62% | −1,500−15.0% | Reduced |
| Brass Tax Wealth Management, Inc | 8,576 | $2.09M | 0.44% | −183−2.1% | Reduced |
| Jefferies Financial Group Inc. | 8,588 | $2.10M | 0.04% | −387−4.3% | Reduced |
| Mission Wealth Management, LP | 8,624 | $2.10M | 0.05% | +914+11.9% | Added |
| Wealth Alliance | 8,648 | $2.11M | 0.26% | +410+5.0% | Added |
| Dumont & Blake Investment Advisors LLC | 8,649 | $2.11M | 0.59% | 00.0% | Unchanged |
| Univest Financial Corp | 8,652 | $2.11M | 0.14% | −251−2.8% | Reduced |
| Advisory Services Network, LLC | 8,669 | $2.12M | 0.04% | −170−1.9% | Reduced |
| MUFG Securities Americas Inc. | 8,694 | $2.12M | 0.25% | +1,443+19.9% | Added |
| TD Private Client Wealth LLC | 8,753 | $2.14M | 0.06% | +134+1.6% | Added |
| Souders Financial Advisors | 8,783 | $2.14M | 0.30% | −4,868−35.7% | Reduced |
| Moneta Group Investment Advisors LLC | 8,805 | $2.15M | 0.03% | −339−3.7% | Reduced |
| Meeder Advisory Services, Inc. | 8,867 | $2.16M | 0.13% | +807+10.0% | Added |
| Qtron Investments LLC | 8,870 | $2.16M | 0.32% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,936 | $2.18M | 0.07% | −135−1.5% | Reduced |
| Andra AP-fonden | 9,110 | $2.22M | 0.04% | −26,390−74.3% | Reduced |