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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 16,011 | $3.91M | 0.47% | −1,268−7.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,049 | $3.92M | 0.26% | −2,773−14.7% | Reduced |
| Federated Hermes, Inc. | 16,115 | $3.93M | 0.01% | −300−1.8% | Reduced |
| American Trust | 16,157 | $3.94M | 0.97% | −5,749−26.2% | Reduced |
| NewEdge Wealth, LLC | 16,491 | $4.02M | 0.07% | −201−1.2% | Reduced |
| Bancreek Capital Management, LP | 16,538 | $4.04M | 6.04% | −10,882−39.7% | Reduced |
| Empirical Finance, LLC | 17,134 | $4.18M | 0.25% | +258+1.5% | Added |
| Cresset Asset Management, LLC | 17,144 | $4.18M | 0.02% | −658−3.7% | Reduced |
| Mechanics Bank Trust Department | 17,204 | $4.20M | 0.57% | −503−2.8% | Reduced |
| New Vernon Investment Management LLC | 17,221 | $4.20M | 5.62% | +9,908+135.5% | Added |
| Resources Investment Advisors, LLC. | 17,238 | $4.21M | 0.05% | −2,695−13.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 17,292 | $4.22M | 1.03% | −7,585−30.5% | Reduced |
| Plato Investment Management Ltd | 17,133 | $4.23M | 0.36% | −4,772−21.8% | Reduced |
| Becker Capital Management Inc | 17,371 | $4.24M | 0.14% | +130+0.8% | Added |
| Trexquant Investment LP | 17,432 | $4.25M | 0.05% | +17,432 | New |
| AG2R la Mondiale Gestion D'Actifs | 18,208 | $4.25M | 0.23% | +18,208 | New |
| Omers Administration Corp | 17,660 | $4.31M | 0.04% | −2,925−14.2% | Reduced |
| Ronald Blue Trust, Inc. | 17,690 | $4.32M | 0.06% | +890+5.3% | Added |
| Morton Community Bank | 17,768 | $4.34M | 1.14% | −695−3.8% | Reduced |
| Banque Cantonale Vaudoise | 17,796 | $4.34M | 0.19% | +17,796 | New |
| Walleye Trading LLC | 17,802 | $4.34M | 0.12% | +9,398+111.8% | Added |
| Conning Inc. | 17,833 | $4.35M | 0.15% | −3,114−14.9% | Reduced |
| Algert Global LLC | 17,992 | $4.39M | 0.11% | +3,148+21.2% | Added |
| Brentview Investment Management LLC | 17,996 | $4.39M | 2.34% | +883+5.2% | Added |
| Brevan Howard Capital Management LP | 18,016 | $4.40M | 0.12% | −3,194−15.1% | Reduced |
| Allstate Corp | 18,079 | $4.41M | 0.13% | +2,274+14.4% | Added |
| Kestra Advisory Services, LLC | 18,540 | $4.52M | 0.02% | +843+4.8% | Added |
| Summit Global Investments | 18,559 | $4.53M | 0.33% | +17,037+1,119.4% | Added |
| Bessemer Group Inc | 18,696 | $4.56M | 0.01% | −9,980−34.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,784 | $4.58M | 1.81% | −220−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 18,842 | $4.60M | 0.05% | −467−2.4% | Reduced |
| Prosperity Consulting Group, LLC | 18,850 | $4.60M | 0.36% | −180−0.9% | Reduced |
| Geneva Partners, LLC | 19,148 | $4.67M | 2.41% | +19,148 | New |
| Essex LLC | 19,170 | $4.68M | 1.01% | −1,618−7.8% | Reduced |
| Agf Management Ltd | 19,368 | $4.73M | 0.02% | +554+2.9% | Added |
| Sustainable Insight Capital Management, LLC | 19,518 | $4.76M | 2.37% | −4,672−19.3% | Reduced |
| Suncoast Equity Management | 19,732 | $4.82M | 0.54% | +511+2.7% | Added |
| Tower Research Capital LLC (TRC) | 19,737 | $4.82M | 0.14% | −11,627−37.1% | Reduced |
| Transcend Wealth Collective, LLC | 19,741 | $4.82M | 0.35% | +304+1.6% | Added |
| Lafayette Investments, Inc. | 19,788 | $4.83M | 1.02% | −135−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 19,868 | $4.85M | 0.13% | +1,647+9.0% | Added |
| RBF Capital, LLC | 20,000 | $4.88M | 0.31% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 20,102 | $4.91M | 0.31% | +3,344+20.0% | Added |
| Merit Financial Group, LLC | 20,262 | $4.94M | 0.07% | +2,877+16.5% | Added |
| Argent Trust Co | 20,389 | $4.98M | 0.20% | +757+3.9% | Added |
| Mediolanum International Funds Ltd | 20,530 | $4.98M | 0.07% | −684−3.2% | Reduced |
| Vident Advisory, LLC | 20,437 | $4.99M | 0.07% | +5,460+36.5% | Added |
| Occidental Asset Management, LLC | 20,472 | $5.00M | 0.75% | +1,113+5.7% | Added |
| Burling Wealth Partners, LLC | 20,700 | $5.05M | 1.06% | +925+4.7% | Added |
| Mogy Joel R Investment Counsel Inc | 20,728 | $5.06M | 0.33% | +10,818+109.2% | Added |
| Evelyn Partners Investment Management LLP | 20,960 | $5.11M | 0.17% | −333−1.6% | Reduced |
| Ascent Group, LLC | 21,127 | $5.16M | 0.22% | +4,700+28.6% | Added |
| E. Ohman J:or Asset Management AB | 21,514 | $5.25M | 0.14% | −750−3.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 21,685 | $5.29M | 0.34% | −457−2.1% | Reduced |
| Toroso Investments, LLC | 21,947 | $5.36M | 0.05% | −3,335−13.2% | Reduced |
| ING Groep NV | 22,029 | $5.38M | 0.04% | −168−0.8% | Reduced |
| Advisors Asset Management, Inc. | 22,133 | $5.40M | 0.10% | −5,916−21.1% | Reduced |
| Keybank National Association | 22,576 | $5.51M | 0.02% | −400−1.7% | Reduced |
| Benjamin Edwards Inc | 22,598 | $5.51M | 0.08% | +382+1.7% | Added |
| Exchange Traded Concepts, LLC | 22,766 | $5.56M | 0.10% | +7,680+50.9% | Added |
| BNC Wealth Management, LLC | 22,784 | $5.56M | 2.00% | −1,688−6.9% | Reduced |
| 1832 Asset Management L.P. | 22,939 | $5.60M | 0.01% | −7,225−24.0% | Reduced |
| New Mexico Educational Retirement Board | 22,941 | $5.60M | 0.20% | −500−2.1% | Reduced |
| Maryland State Retirement & Pension System | 23,056 | $5.63M | 0.13% | −3,472−13.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,199 | $5.66M | 0.49% | −352−1.5% | Reduced |
| Edgestream Partners, L.P. | 23,225 | $5.67M | 0.19% | +12,215+110.9% | Added |
| Commerzbank Aktiengesellschaft | 23,264 | $5.68M | 0.13% | +5,587+31.6% | Added |
| Norinchukin Bank, The | 23,639 | $5.77M | 0.11% | +2,891+13.9% | Added |
| Commerce Bank | 24,047 | $5.87M | 0.04% | −1,429−5.6% | Reduced |
| First Manhattan Co | 24,252 | $5.92M | 0.02% | +10,231+73.0% | Added |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 24,621 | $5.97M | 0.24% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 24,482 | $5.97M | 0.02% | −13,479−35.5% | Reduced |
| M&G Plc | 24,503 | $5.98M | 0.03% | −488,486−95.2% | Reduced |
| Investment Management Corp of Ontario | 24,512 | $5.98M | 0.12% | +24,512 | New |
| Diversified Trust Co | 24,730 | $6.03M | 0.15% | −939−3.7% | Reduced |
| Harrington Investments, INC | 24,761 | $6.04M | 3.44% | −494−2.0% | Reduced |
| Capital International Ltd | 24,864 | $6.07M | 0.26% | +1,218+5.2% | Added |
| Reliant Investment Management, LLC | 24,904 | $6.08M | 3.15% | −35−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 25,068 | $6.12M | 0.16% | +13,327+113.5% | Added |
| Stonegate Investment Group, LLC | 25,144 | $6.14M | 0.16% | −56−0.2% | Reduced |
| Cary Street Partners Financial LLC | 25,189 | $6.15M | 0.19% | −2,741−9.8% | Reduced |
| Bonness Enterprises Inc | 25,300 | $6.17M | 2.01% | −200−0.8% | Reduced |
| NBT Bank N A | 25,305 | $6.18M | 0.45% | −3,343−11.7% | Reduced |
| Triasima Portfolio Management inc. | 25,393 | $6.20M | 1.22% | +60+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 25,481 | $6.22M | 0.50% | +55+0.2% | Added |
| MinichMacGregor Wealth Management, LLC | 25,487 | $6.22M | 1.39% | −13,661−34.9% | Reduced |
| Securian Asset Management, Inc | 26,028 | $6.35M | 0.19% | −367−1.4% | Reduced |
| Aviso Financial Inc. | 26,094 | $6.37M | 0.31% | +3,906+17.6% | Added |
| CWM, LLC | 26,149 | $6.38M | 0.03% | +2,044+8.5% | Added |
| Cornerstone Advisors, LLC | 26,300 | $6.42M | 0.28% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 26,359 | $6.43M | 0.23% | −85−0.3% | Reduced |
| Louisiana State Employees Retirement System | 26,400 | $6.44M | 0.13% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 26,926 | $6.57M | 1.21% | −5,539−17.1% | Reduced |
| Quantitative Investment Management, LLC | 27,069 | $6.61M | 0.61% | +25,444+1,565.8% | Added |
| AIA Group Ltd | 27,518 | $6.72M | 0.16% | +5,437+24.6% | Added |
| Parcion Private Wealth LLC | 27,583 | $6.73M | 0.55% | +1,645+6.3% | Added |
| Exencial Wealth Advisors, LLC | 27,758 | $6.77M | 0.25% | −421−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 28,016 | $6.84M | 0.24% | −10,713−27.7% | Reduced |
| Capital Planning Advisors, LLC | 28,099 | $6.86M | 1.06% | −279−1.0% | Reduced |