Skip to main content

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.

Institutional holdersQ1 2025: 1,627 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ1 2025: $108.0B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$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.

Institutions holding MRSH in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Lee Danner & Bass Inc0$00.00%−231−100.0%Sold out
Financial Life Planners0$00.00%−155−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−104−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−94−100.0%Sold out
Birchbrook, Inc.0$00.00%−92−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−80−100.0%Sold out
Gleason Group, Inc.0$00.00%−76−100.0%Sold out
Silicon Valley Capital Partners0$00.00%−72−100.0%Sold out
Westend Capital Management, LLC0$00.00%−48−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−48−100.0%Sold out
Winch Advisory Services, LLC0$00.00%−42−100.0%Sold out
Roxbury Financial LLC0$00.00%−38−100.0%Sold out
Human Investing LLC0$00.00%−36−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−35−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−31−100.0%Sold out
Caitlin John, LLC0$00.00%−30−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−26−100.0%Sold out
Conquis Financial LLC0$00.00%−25−100.0%Sold out
Stephens Consulting, LLC0$00.00%−22−100.0%Sold out
Tucker Asset Management LLC0$00.00%−20−100.0%Sold out
Lummis Asset Management, LP0$00.00%−8−100.0%Sold out
Fairman Group, LLC0$00.00%−6−100.0%Sold out
Country Trust Bank0$00.00%−5−100.0%Sold out
Truvestments Capital LLC0$00.00%−5−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−5−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−3−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Madison Investment Advisors, LLC––––Not filed
Executive Wealth Management, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Vise Technologies, Inc.––––Not filed
Northcape Capital Pty Ltd––––Not filed
Wetherby Asset Management Inc––––Not filed
Global Retirement Partners, LLC––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Criterion Capital Advisors, LLC––––Not filed
Boston Financial Mangement LLC––––Not filed
Northwest Bank & Trust Co––––Not filed
TrinityPoint Wealth, LLC––––Not filed
Lakeview Capital Partners, LLC––––Not filed
Sterling Wealth Management, Inc.––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Geller Advisors LLC––––Not filed
Mosley Wealth Management––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Dechtman Wealth Management, LLC––––Not filed
Wellington Wealth Strategies, LLC.––––Not filed
HTLF Bank––––Not filed
Anchor Pointe Wealth Management, LLC––––Not filed
Wintrust Investments LLC––––Not filed
Hilltop National Bank––––Not filed
WR Wealth Planners, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
HBC Financial Services, PLLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed