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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 9,144 | $2.23M | 0.08% | +5,671+163.3% | Added |
| Chatham Capital Group, Inc. | 9,243 | $2.26M | 0.38% | −85−0.9% | Reduced |
| Front Row Advisors LLC | 9,384 | $2.29M | 0.88% | −40−0.4% | Reduced |
| Hilltop Holdings Inc. | 9,419 | $2.30M | 0.14% | +715+8.2% | Added |
| HighPoint Advisor Group LLC | 10,439 | $2.32M | 0.13% | −190−1.8% | Reduced |
| RMR Wealth Builders | 9,499 | $2.32M | 0.24% | +862+10.0% | Added |
| Ballentine Partners, LLC | 9,539 | $2.33M | 0.04% | −242−2.5% | Reduced |
| Tealwood Asset Management Inc | 9,538 | $2.33M | 1.08% | −121−1.3% | Reduced |
| Delap Wealth Advisory, LLC | 9,574 | $2.34M | 1.30% | −416−4.2% | Reduced |
| Hartline Investment Corp | 9,742 | $2.38M | 0.32% | −2,523−20.6% | Reduced |
| Pinnacle Associates Ltd | 9,762 | $2.38M | 0.03% | −198−2.0% | Reduced |
| Signaturefd, LLC | 9,975 | $2.43M | 0.05% | +485+5.1% | Added |
| Cohen Klingenstein LLC | 10,000 | $2.44M | 0.09% | 00.0% | Unchanged |
| Regions Financial Corp | 10,025 | $2.45M | 0.02% | −39−0.4% | Reduced |
| Brighton Jones LLC | 10,105 | $2.47M | 0.08% | +1,367+15.6% | Added |
| Bryn Mawr Trust Co | 10,139 | $2.47M | 0.05% | −200−1.9% | Reduced |
| Enterprise Bank & Trust Co | 10,219 | $2.49M | 0.96% | +499+5.1% | Added |
| TKG Advisors, LLC | 10,231 | $2.50M | 1.23% | −291−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,250 | $2.50M | 0.07% | −46−0.4% | Reduced |
| Ritholtz Wealth Management | 10,305 | $2.51M | 0.08% | +1,141+12.5% | Added |
| Integrity Alliance, LLC. | 10,398 | $2.54M | 0.10% | +6,888+196.2% | Added |
| Bartlett & Co. Wealth Management LLC | 10,441 | $2.55M | 0.04% | +21+0.2% | Added |
| Ossiam | 10,454 | $2.55M | 0.04% | −116,367−91.8% | Reduced |
| Hills Bank & Trust Co | 10,589 | $2.58M | 0.18% | +236+2.3% | Added |
| Greenleaf Trust | 10,716 | $2.62M | 0.02% | +503+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,755 | $2.62M | 0.11% | +63+0.6% | Added |
| Perigon Wealth Management, LLC | 10,808 | $2.64M | 0.07% | +210+2.0% | Added |
| Delta Global Management LP | 10,825 | $2.64M | 0.19% | +10,825 | New |
| Courier Capital LLC | 10,860 | $2.65M | 0.17% | +3,531+48.2% | Added |
| Bokf, NA | 10,969 | $2.68M | 0.05% | −1,474−11.8% | Reduced |
| Value Partners Investments Inc. | 11,007 | $2.69M | 0.23% | +670+6.5% | Added |
| Machina Capital S.A.S. | 11,035 | $2.69M | 0.80% | +4,649+72.8% | Added |
| Concurrent Investment Advisors, LLC | 11,142 | $2.72M | 0.07% | +3,209+40.5% | Added |
| United Services Automobile Association | 11,302 | $2.74M | 0.08% | 00.0% | Unchanged |
| TCW Group Inc | 11,438 | $2.79M | 0.02% | +72+0.6% | Added |
| PFG Advisors | 11,599 | $2.83M | 0.16% | +4,004+52.7% | Added |
| G&S Capital LLC | 11,624 | $2.84M | 1.20% | −1,088−8.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,701 | $2.86M | 0.03% | +343+3.0% | Added |
| HBK Sorce Advisory LLC | 11,742 | $2.87M | 0.08% | −357−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 11,839 | $2.89M | 0.05% | +840+7.6% | Added |
| Sompo Asset Management Co., Ltd. | 11,920 | $2.91M | 0.54% | −8,350−41.2% | Reduced |
| Pitcairn Co | 11,955 | $2.92M | 0.18% | −1,625−12.0% | Reduced |
| Private Trust Co NA | 11,982 | $2.92M | 0.30% | −567−4.5% | Reduced |
| Howland Capital Management LLC | 11,982 | $2.92M | 0.13% | +1,222+11.4% | Added |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.94M | 0.43% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 12,370 | $2.99M | 0.04% | +3,682+42.4% | Added |
| Bouvel Investment Partners, LLC | 13,473 | $3.01M | 1.14% | −153−1.1% | Reduced |
| Horizon Investments, LLC | 12,361 | $3.01M | 0.09% | +792+6.8% | Added |
| Coldstream Capital Management Inc | 12,360 | $3.02M | 0.06% | +419+3.5% | Added |
| Te Ahumairangi Investment Management Ltd | 12,461 | $3.04M | 0.64% | +1,066+9.4% | Added |
| Fiduciary Trust Co | 12,473 | $3.04M | 0.04% | +334+2.8% | Added |
| Moody National Bank Trust Division | 12,488 | $3.05M | 0.32% | +83+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,564 | $3.07M | 0.01% | +81+0.6% | Added |
| Kimelman & Baird, LLC | 12,795 | $3.12M | 0.27% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 12,807 | $3.13M | 0.91% | +23+0.2% | Added |
| Private Advisor Group, LLC | 12,808 | $3.13M | 0.02% | +146+1.2% | Added |
| River Wealth Advisors LLC | 12,895 | $3.15M | 0.44% | −617−4.6% | Reduced |
| Quest Partners LLC | 12,937 | $3.16M | 0.34% | +4,202+48.1% | Added |
| Empowered Funds, LLC | 12,994 | $3.17M | 0.05% | +1,830+16.4% | Added |
| Oddo BHF Asset Management SAS | 13,039 | $3.18M | 0.13% | +535+4.3% | Added |
| Moran Wealth Management, LLC | 13,089 | $3.19M | 0.11% | +1,463+12.6% | Added |
| Dynasty Wealth Management, LLC | 13,130 | $3.20M | 0.05% | −525−3.8% | Reduced |
| Miracle Mile Advisors, LLC | 13,172 | $3.21M | 0.06% | +388+3.0% | Added |
| Summit Financial, LLC | 13,174 | $3.21M | 0.09% | +150+1.2% | Added |
| TownSquare Capital, LLC | 13,354 | $3.26M | 0.03% | +1,593+13.5% | Added |
| Vectors Research Management, LLC | 13,402 | $3.27M | 1.14% | +3,904+41.1% | Added |
| Accurate Wealth Management, LLC | 14,086 | $3.29M | 0.63% | −144−1.0% | Reduced |
| Red Cedar Investment Management, LLC | 13,578 | $3.31M | 0.46% | −3,943−22.5% | Reduced |
| Freestone Capital Holdings, LLC | 13,661 | $3.33M | 0.12% | −36−0.3% | Reduced |
| Quadrant Capital Group LLC | 13,695 | $3.34M | 0.12% | +4,541+49.6% | Added |
| Hantz Financial Services, Inc. | 13,729 | $3.35M | 0.06% | +474+3.6% | Added |
| Sumitomo Life Insurance Co | 13,791 | $3.37M | 0.12% | −54−0.4% | Reduced |
| Icon Wealth Advisors, LLC | 13,951 | $3.40M | 0.28% | +1,256+9.9% | Added |
| Union Heritage Capital, LLC | 14,064 | $3.43M | 1.28% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,069 | $3.43M | 0.04% | +2,632+23.0% | Added |
| NJ State Employees Deferred Compensation Plan | 14,100 | $3.44M | 0.44% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,242 | $3.48M | 0.03% | +482+3.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,342 | $3.50M | 0.25% | −5,092−26.2% | Reduced |
| CAPROCK Group, Inc. | 14,360 | $3.50M | 0.11% | +792+5.8% | Added |
| Lindenwold Advisors | 14,424 | $3.52M | 1.96% | +413+2.9% | Added |
| RSM US Wealth Management LLC | 14,595 | $3.56M | 0.06% | −1,473−9.2% | Reduced |
| South Dakota Investment Council | 14,652 | $3.58M | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 14,809 | $3.61M | 0.21% | +2,262+18.0% | Added |
| First Citizens Bank & Trust Co | 14,942 | $3.65M | 0.09% | −788−5.0% | Reduced |
| Strategic Investment Advisors | 14,968 | $3.65M | 0.39% | −849−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,010 | $3.66M | 0.07% | −11−0.1% | Reduced |
| Sciencast Management LP | 15,197 | $3.71M | 0.86% | +862+6.0% | Added |
| Spire Wealth Management | 15,339 | $3.74M | 0.12% | +10,778+236.3% | Added |
| Kinneret Advisory, LLC | 15,441 | $3.77M | 0.38% | −53−0.3% | Reduced |
| Nomura Holdings Inc | 15,493 | $3.78M | 0.02% | −687−4.2% | Reduced |
| Tiaa Trust, National Association | 15,527 | $3.79M | 0.01% | +4,557+41.5% | Added |
| Larson Financial Group LLC | 15,596 | $3.81M | 0.18% | +2,129+15.8% | Added |
| Alerus Financial NA | 15,600 | $3.81M | 0.30% | −1,069−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,621 | $3.81M | 0.06% | +28+0.2% | Added |
| V-Square Quantitative Management LLC | 15,682 | $3.83M | 0.56% | +179+1.2% | Added |
| Assenagon Asset Management S.A. | 15,748 | $3.84M | 0.01% | −1,093,010−98.6% | Reduced |
| Axxcess Wealth Management, LLC | 15,756 | $3.84M | 0.11% | −5,785−26.9% | Reduced |
| XTX Topco Ltd | 15,786 | $3.85M | 0.20% | +14,357+1,004.7% | Added |
| HB Wealth Management, LLC | 15,827 | $3.86M | 0.03% | +1,800+12.8% | Added |
| Everence Capital Management Inc | 15,850 | $3.87M | 0.26% | −270−1.7% | Reduced |