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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 28,126 | $6.86M | 0.51% | +1,984+7.6% | Added |
| Snowden Capital Advisors LLC | 28,370 | $6.92M | 0.22% | +1,517+5.6% | Added |
| Legacy Advisors, LLC | 28,826 | $7.03M | 0.74% | +655+2.3% | Added |
| Synovus Financial Corp | 28,917 | $7.06M | 0.09% | −53−0.2% | Reduced |
| Colony Group, LLC | 29,138 | $7.11M | 0.02% | +821+2.9% | Added |
| Avantax Advisory Services, Inc. | 29,295 | $7.15M | 0.04% | +507+1.8% | Added |
| Financial Engines Advisors L.L.C. | 30,036 | $7.33M | 0.02% | −3,752−11.1% | Reduced |
| Hartford Investment Management Co | 30,137 | $7.35M | 0.26% | −312−1.0% | Reduced |
| London & Capital Asset Management Ltd | 30,183 | $7.37M | 0.63% | +30,183 | New |
| Capital Fund Management S.A. | 30,255 | $7.38M | 0.09% | +30,255 | New |
| Tower View Investment Management & Research LLC | 30,626 | $7.47M | 4.35% | −473−1.5% | Reduced |
| Churchill Management Corp | 30,963 | $7.56M | 0.10% | −852−2.7% | Reduced |
| Engineers Gate Manager LP | 31,132 | $7.60M | 0.13% | −8,645−21.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 31,614 | $7.71M | 0.01% | −415−1.3% | Reduced |
| Groupe la Francaise | 32,164 | $7.83M | 0.17% | +3,443+12.0% | Added |
| Oak Ridge Investments LLC | 32,450 | $7.92M | 0.66% | +1,801+5.9% | Added |
| Pacer Advisors, Inc. | 32,497 | $7.93M | 0.02% | −15,765−32.7% | Reduced |
| Jump Financial, LLC | 32,520 | $7.94M | 0.12% | −13,045−28.6% | Reduced |
| Zions Bancorporation, National Association | 32,719 | $7.98M | 0.50% | +32,719 | New |
| Illinois Municipal Retirement Fund | 32,733 | $7.99M | 0.12% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 32,751 | $7.99M | 0.22% | +3,519+12.0% | Added |
| UniSuper Management Pty Ltd | 32,891 | $8.03M | 0.06% | +1,091+3.4% | Added |
| NEOS Investment Management LLC | 33,082 | $8.07M | 0.15% | +6,260+23.3% | Added |
| Ipswich Investment Management Co., Inc. | 33,091 | $8.08M | 2.00% | −518−1.5% | Reduced |
| Longbow Finance SA | 33,501 | $8.18M | 0.98% | +33,501 | New |
| Kentucky Retirement Systems | 33,673 | $8.22M | 0.25% | −120−0.4% | Reduced |
| Bleakley Financial Group, LLC | 33,779 | $8.24M | 0.26% | +1,157+3.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 33,834 | $8.26M | 2.23% | +33,834 | New |
| Auxier Asset Management | 33,973 | $8.29M | 1.24% | −100.0% | Reduced |
| GWM Advisors LLC | 34,212 | $8.35M | 0.05% | −824−2.4% | Reduced |
| HRT Financial LP | 34,751 | $8.48M | 0.05% | +187+0.5% | Added |
| Siemens Fonds Invest GmbH | 34,773 | $8.49M | 0.58% | +1,153+3.4% | Added |
| CX Institutional | 34,852 | $8.51M | 0.32% | +1,648+5.0% | Added |
| Change Path, LLC | 35,374 | $8.63M | 0.26% | +1,326+3.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 36,039 | $8.74M | 0.09% | +939+2.7% | Added |
| Achmea Investment Management B.V. | 35,899 | $8.76M | 0.13% | +70+0.2% | Added |
| Kinsale Capital Group, Inc. | 35,948 | $8.77M | 2.16% | +5,170+16.8% | Added |
| Avanza Fonder AB | 36,099 | $8.80M | 0.29% | −2,483−6.4% | Reduced |
| Bennett Selby Investments LP | 36,437 | $8.89M | 3.51% | −100−0.3% | Reduced |
| Oribel Capital Management, LP | 36,900 | $9.00M | 1.12% | +36,900 | New |
| Susquehanna Fundamental Investments, LLC | 37,005 | $9.03M | 0.15% | +37,005 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 37,696 | $9.20M | 0.16% | +2,062+5.8% | Added |
| Marks Group Wealth Management, Inc | 37,742 | $9.21M | 0.89% | +615+1.7% | Added |
| Gluskin Sheff & Assoc Inc | 37,990 | $9.27M | 1.19% | −27,700−42.2% | Reduced |
| Quantbot Technologies LP | 38,217 | $9.33M | 0.30% | −26,139−40.6% | Reduced |
| Vestcor Inc | 38,552 | $9.41M | 0.32% | −1,824−4.5% | Reduced |
| Huntington National Bank | 38,702 | $9.44M | 0.07% | −3,940−9.2% | Reduced |
| Umb Bank N A | 38,756 | $9.46M | 0.16% | +36,891+1,978.1% | Added |
| Marex Group plc | 39,000 | $9.52M | 0.18% | +39,000 | New |
| Two Sigma Advisers, LP | 39,121 | $9.55M | 0.02% | −234,979−85.7% | Reduced |
| Builder Investment Group Inc | 39,156 | $9.56M | 2.72% | −150−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,184 | $9.56M | 0.08% | +749+1.9% | Added |
| Stokes Capital Advisors, LLC | 39,194 | $9.56M | 2.43% | +1,228+3.2% | Added |
| Aurdan Capital Management, LLC | 39,283 | $9.59M | 3.61% | −3,259−7.7% | Reduced |
| Mizuho Securities USA LLC | 39,325 | $9.60M | 0.21% | −7,222−15.5% | Reduced |
| BNP Paribas | 39,563 | $9.65M | 0.40% | +8,008+25.4% | Added |
| Jane Street Group, LLC | 39,602 | $9.66M | 0.02% | +16,212+69.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $9.71M | 1.38% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 40,089 | $9.78M | 0.02% | −163,471−80.3% | Reduced |
| Sawgrass Asset Management LLC | 40,165 | $9.80M | 1.20% | −1,747−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 41,202 | $10.1M | 0.18% | +688+1.7% | Added |
| CIBC Private Wealth Group, LLC | 46,484 | $10.3M | 0.02% | −2,602−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 42,243 | $10.3M | 0.20% | +148+0.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 42,956 | $10.5M | 0.34% | +39,000+985.8% | Added |
| Aquatic Capital Management LLC | 43,938 | $10.7M | 0.27% | −44,114−50.1% | Reduced |
| Advisor Group Holdings, Inc. | 43,959 | $10.7M | 0.02% | −11,267−20.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,090 | $10.8M | 0.39% | +1,099+2.6% | Added |
| Rakuten Investment Management, Inc. | 44,889 | $10.9M | 0.05% | +44,889 | New |
| Blair William & Co | 44,761 | $10.9M | 0.03% | +1,998+4.7% | Added |
| Phoenix Holdings Ltd. | 45,029 | $11.0M | 0.17% | −6,288−12.3% | Reduced |
| Ieq Capital, LLC | 46,542 | $11.4M | 0.09% | +8,022+20.8% | Added |
| M&T Bank Corp | 46,639 | $11.4M | 0.04% | +1,280+2.8% | Added |
| Voleon Capital Management LP | 47,050 | $11.5M | 0.90% | −1,267−2.6% | Reduced |
| Entropy Technologies, LP | 47,314 | $11.5M | 1.12% | +33,036+231.4% | Added |
| Vontobel Holding Ltd. | 47,455 | $11.6M | 0.04% | +19,074+67.2% | Added |
| Hudson Valley Investment Advisors Inc | 48,365 | $11.8M | 1.41% | −1,549−3.1% | Reduced |
| Elo Mutual Pension Insurance Co | 48,771 | $11.9M | 0.27% | +3,895+8.7% | Added |
| DuPont Capital Management Corp | 49,071 | $12.0M | 1.33% | +3,198+7.0% | Added |
| Mercer Global Advisors Inc | 49,358 | $12.0M | 0.03% | +985+2.0% | Added |
| Edmond de Rothschild Holding S.A. | 49,647 | $12.1M | 0.21% | +3,064+6.6% | Added |
| MML Investors Services, LLC | 50,189 | $12.2M | 0.04% | +2,155+4.5% | Added |
| OP Asset Management Ltd | 51,963 | $12.7M | 0.21% | +51,963 | New |
| King Luther Capital Management Corp | 52,242 | $12.7M | 0.06% | −2,954−5.4% | Reduced |
| Calamos Wealth Management LLC | 52,736 | $12.9M | 0.64% | +631+1.2% | Added |
| Ci Investments Inc. | 52,917 | $12.9M | 0.05% | −3,329−5.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 53,903 | $13.2M | 3.25% | +7,037+15.0% | Added |
| Generali Asset Management SPA SGR | 54,465 | $13.3M | 0.33% | −11,242−17.1% | Reduced |
| Brinker Capital Investments, LLC | 55,104 | $13.4M | 0.13% | +2,060+3.9% | Added |
| Orion Portfolio Solutions, LLC | 55,104 | $13.4M | 0.13% | +2,060+3.9% | Added |
| Azimuth Capital Investment Management LLC | 56,706 | $13.8M | 0.55% | +265+0.5% | Added |
| Mutual of America Capital Management LLC | 57,116 | $13.9M | 0.16% | −1,720−2.9% | Reduced |
| Intech Investment Management LLC | 58,545 | $14.3M | 0.15% | −22,110−27.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 59,091 | $14.3M | 0.06% | +8,058+15.8% | Added |
| iA Global Asset Management Inc. | 58,732 | $14.3M | 0.25% | +48,088+451.8% | Added |
| Man Group plc | 58,832 | $14.4M | 0.04% | −21,787−27.0% | Reduced |
| CIBC World Markets Corp | 59,241 | $14.5M | 0.11% | −18,292−23.6% | Reduced |
| JustInvest LLC | 59,668 | $14.6M | 0.21% | +3,054+5.4% | Added |
| Lido Advisors, LLC | 60,003 | $14.6M | 0.09% | −3,420−5.4% | Reduced |
| Apollon Wealth Management, LLC | 60,580 | $14.8M | 0.33% | −3,263−5.1% | Reduced |
| First American Bank | 60,642 | $14.8M | 1.09% | +339+0.6% | Added |