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 |
|---|---|---|---|---|---|
| JLB & Associates Inc | 60,869 | $14.9M | 2.07% | −2,885−4.5% | Reduced |
| Harbour Trust & Investment Management Co | 60,935 | $14.9M | 1.80% | −235−0.4% | Reduced |
| Nissay Asset Management Corp | 61,723 | $15.1M | 0.10% | +674+1.1% | Added |
| Levin Capital Strategies, L.P. | 62,872 | $15.3M | 1.63% | −2,356−3.6% | Reduced |
| Annex Advisory Services, LLC | 63,300 | $15.4M | 0.44% | +1,288+2.1% | Added |
| Capital International Sarl | 64,242 | $15.7M | 0.35% | +3,875+6.4% | Added |
| Rockefeller Capital Management L.P. | 64,454 | $15.7M | 0.04% | −3,253−4.8% | Reduced |
| State of Alaska, Department of Revenue | 64,475 | $15.7M | 0.18% | +1,565+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 64,627 | $15.8M | 0.18% | +24,101+59.5% | Added |
| Whittier Trust Co of Nevada Inc | 64,679 | $15.8M | 0.40% | +1,911+3.0% | Added |
| Gabelli Funds LLC | 64,900 | $15.8M | 0.12% | −3,500−5.1% | Reduced |
| Alaska Permanent Fund Corp | 70,443 | $15.9M | 0.22% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 65,717 | $16.0M | 0.07% | −129−0.2% | Reduced |
| Wealthfront Advisers LLC | 65,722 | $16.0M | 0.04% | +5,992+10.0% | Added |
| Fulton Breakefield Broenniman LLC | 66,178 | $16.1M | 1.17% | −1,267−1.9% | Reduced |
| West Coast Financial LLC | 66,483 | $16.2M | 1.85% | −1,332−2.0% | Reduced |
| Running Oak Capital LLC | 66,639 | $16.3M | 1.96% | +4,633+7.5% | Added |
| Ninety One North America, Inc. | 66,677 | $16.3M | 1.10% | +66,677 | New |
| Washington Trust Bank | 67,589 | $16.5M | 1.65% | +4,657+7.4% | Added |
| Yousif Capital Management, LLC | 68,002 | $16.6M | 0.19% | −495−0.7% | Reduced |
| RMB Capital Management, LLC | 68,164 | $16.6M | 0.41% | −16,413−19.4% | Reduced |
| Baker Avenue Asset Management, LP | 68,463 | $16.7M | 0.52% | +199+0.3% | Added |
| Brown Advisory Inc | 68,944 | $16.8M | 0.02% | −187−0.3% | Reduced |
| Tredje AP-fonden | 69,953 | $17.1M | 0.16% | −52,125−42.7% | Reduced |
| Quantinno Capital Management LP | 70,063 | $17.1M | 0.11% | +32,089+84.5% | Added |
| Gotham Asset Management, LLC | 70,357 | $17.2M | 0.14% | −5,432−7.2% | Reduced |
| Daiwa Securities Group Inc. | 70,572 | $17.2M | 0.07% | +6,008+9.3% | Added |
| Torray LLC | 70,815 | $17.3M | 2.57% | −7,062−9.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 71,586 | $17.5M | 0.18% | −322−0.4% | Reduced |
| New York Life Investment Management LLC | 72,534 | $17.7M | 0.18% | −290−0.4% | Reduced |
| Ethic Inc. | 72,805 | $17.8M | 0.36% | +5,236+7.7% | Added |
| Nixon Peabody Trust Co | 74,044 | $18.1M | 1.53% | −204−0.3% | Reduced |
| Guggenheim Capital LLC | 74,806 | $18.3M | 0.17% | +3,041+4.2% | Added |
| Bridges Investment Management Inc | 75,274 | $18.4M | 0.26% | +25,869+52.4% | Added |
| L1 Capital International Pty Ltd | 76,869 | $18.8M | 5.16% | +2,230+3.0% | Added |
| CIBC World Markets Inc. | 77,829 | $19.0M | 0.04% | +6,276+8.8% | Added |
| Xponance, Inc. | 78,179 | $19.1M | 0.18% | +738+1.0% | Added |
| Segment Wealth Management, LLC | 79,039 | $19.3M | 1.30% | −667−0.8% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $19.4M | 0.22% | 00.0% | Unchanged |
| USS Investment Management Ltd | 79,845 | $19.5M | 0.15% | −15,300−16.1% | Reduced |
| Oppenheimer Asset Management Inc. | 80,667 | $19.7M | 0.24% | +10,853+15.5% | Added |
| Arrowstreet Capital, Limited Partnership | 80,960 | $19.8M | 0.02% | −8,682−9.7% | Reduced |
| Osborne Partners Capital Management, LLC | 81,062 | $19.8M | 1.14% | −816−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 81,144 | $19.8M | 0.10% | −4,874−5.7% | Reduced |
| Utah Retirement Systems | 81,557 | $19.9M | 0.23% | −164−0.2% | Reduced |
| Alps Advisors Inc | 81,606 | $19.9M | 0.12% | +659+0.8% | Added |
| Wesleyan Assurance Society | 81,926 | $20.0M | 1.49% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 82,851 | $20.2M | 0.04% | +9,882+13.5% | Added |
| PGGM Investments | 83,116 | $20.3M | 0.27% | −550−0.7% | Reduced |
| Atria Investments LLC | 83,117 | $20.3M | 0.26% | −5,638−6.4% | Reduced |
| Martingale Asset Management L P | 83,247 | $20.3M | 0.52% | −3,410−3.9% | Reduced |
| Swiss Life Asset Management Ltd | 83,839 | $20.5M | 0.15% | +17,349+26.1% | Added |
| Sanctuary Advisors, LLC | 85,604 | $20.9M | 0.15% | −2,194−2.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 94,545 | $21.2M | 0.50% | +161+0.2% | Added |
| Aptus Capital Advisors, LLC | 87,296 | $21.3M | 0.24% | +8,678+11.0% | Added |
| QRG Capital Management, Inc. | 87,880 | $21.4M | 0.22% | −6,868−7.2% | Reduced |
| IFM Investors Pty Ltd | 88,154 | $21.5M | 0.23% | −475−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 89,762 | $21.9M | 0.18% | −5,190−5.5% | Reduced |
| Vancity Investment Management Ltd | 90,232 | $22.0M | 3.02% | +90,232 | New |
| Railway Pension Investments Ltd | 90,800 | $22.2M | 0.31% | +7,100+8.5% | Added |
| Prudential PLC | 91,713 | $22.4M | 0.11% | −6,431−6.6% | Reduced |
| British Columbia Investment Management Corp | 93,928 | $22.9M | 0.14% | −238−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 96,023 | $23.4M | 0.15% | −4,128−4.1% | Reduced |
| Varma Mutual Pension Insurance Co | 96,704 | $23.6M | 0.20% | −10,600−9.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 97,025 | $23.7M | 0.08% | +9,293+10.6% | Added |
| Natixis | 97,734 | $23.8M | 0.14% | +79,823+445.7% | Added |
| O'Shaughnessy Asset Management, LLC | 97,561 | $23.8M | 0.19% | +16,762+20.7% | Added |
| Baillie Gifford & Co | 97,682 | $23.8M | 0.02% | −11,237−10.3% | Reduced |
| Commonwealth Equity Services, LLC | 97,996 | $23.9M | 0.03% | +2,485+2.6% | Added |
| Crestwood Advisors Group LLC | 98,842 | $24.1M | 0.46% | −1,500−1.5% | Reduced |
| KBC Group NV | 99,069 | $24.2M | 0.08% | −3,769−3.7% | Reduced |
| Cercano Management LLC | 99,304 | $24.2M | 0.71% | +99,304 | New |
| Northwest & Ethical Investments L.P. | 99,714 | $24.3M | 0.66% | −4,319−4.2% | Reduced |
| Washington Trust Co | 100,820 | $24.6M | 0.94% | −946−0.9% | Reduced |
| Davenport & Co LLC | 100,875 | $24.6M | 0.15% | +9,819+10.8% | Added |
| Captrust Financial Advisors | 101,646 | $24.8M | 0.06% | −28,035−21.6% | Reduced |
| Kames Capital plc | 101,675 | $24.8M | 0.36% | −18,735−15.6% | Reduced |
| Scotia Capital Inc. | 103,096 | $25.2M | 0.13% | +6,368+6.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 103,551 | $25.3M | 0.05% | +52,218+101.7% | Added |
| Amalgamated Bank | 103,970 | $25.4M | 0.22% | +453+0.4% | Added |
| Compagnie Lombard Odier SCmA | 104,083 | $25.4M | 0.31% | +13,175+14.5% | Added |
| Cetera Investment Advisers | 104,188 | $25.4M | 0.05% | +11,668+12.6% | Added |
| Boston Family Office LLC | 105,501 | $25.7M | 1.82% | −1,663−1.6% | Reduced |
| Retirement Systems of Alabama | 105,538 | $25.8M | 0.10% | −794−0.7% | Reduced |
| Brown Brothers Harriman & Co | 106,316 | $25.9M | 0.18% | −6,134−5.5% | Reduced |
| Van Eck Associates Corp | 108,051 | $26.4M | 0.03% | +3,172+3.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 108,680 | $26.5M | 0.27% | +20,956+23.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 108,995 | $26.6M | 0.78% | −1,655−1.5% | Reduced |
| Creative Planning | 109,813 | $26.8M | 0.03% | +10,106+10.1% | Added |
| Sabal Trust CO | 110,182 | $26.9M | 1.49% | +110,182 | New |
| Janney Montgomery Scott LLC | 110,315 | $26.9M | 0.08% | +846+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 112,315 | $27.4M | 0.16% | +7,888+7.6% | Added |
| Czech National Bank | 112,805 | $27.5M | 0.25% | +6,320+5.9% | Added |
| SG Americas Securities, LLC | 113,016 | $27.6M | 0.09% | +109,535+3,146.7% | Added |
| Capital Investment Advisors, LLC | 113,378 | $27.7M | 0.54% | +110,333+3,623.4% | Added |
| ASR Vermogensbeheer N.V. | 114,305 | $27.9M | 0.41% | +114,305 | New |
| Nearwater Capital Markets, Ltd | 114,519 | $27.9M | 0.80% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 115,802 | $28.3M | 0.26% | −11,891−9.3% | Reduced |
| ProShare Advisors LLC | 115,841 | $28.3M | 0.06% | +9,776+9.2% | Added |
| Union Bancaire Privee, UBP SA | 118,911 | $28.5M | 0.56% | +69,314+139.8% | Added |