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 |
|---|---|---|---|---|---|
| Copia Wealth Management | 62 | $15.1K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 63 | $15.4K | 0.01% | −120−65.6% | Reduced |
| Aspect Partners, LLC | 63 | $15.4K | 0.01% | −5−7.4% | Reduced |
| Field & Main Bank | 65 | $15.9K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 66 | $16.1K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 80 | $17.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 70 | $17.1K | 0.00% | +13+22.8% | Added |
| Stephenson National Bank & Trust | 71 | $17.3K | 0.01% | +4+6.0% | Added |
| United Community Bank | 71 | $17.3K | 0.01% | +71 | New |
| North Capital, Inc. | 75 | $18.3K | 0.02% | +75 | New |
| Salem Investment Counselors Inc | 75 | $18.3K | 0.00% | +55+275.0% | Added |
| GHP Investment Advisors, Inc. | 76 | $18.5K | 0.00% | +4+5.6% | Added |
| Mascoma Wealth Management LLC | 78 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $19.3K | 0.00% | −14−15.1% | Reduced |
| Atwood & Palmer Inc | 81 | $19.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 85 | $20.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 90 | $21.4K | 0.01% | −11−10.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 88 | $21.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 89 | $21.7K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 90 | $22.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $22.0K | 0.00% | −21−18.9% | Reduced |
| Clean Yield Group | 90 | $22.0K | 0.01% | −15−14.3% | Reduced |
| DT Investment Partners, LLC | 90 | $22.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 95 | $23.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 95 | $23.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $24.4K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $24.4K | 0.03% | +100 | New |
| Caitong International Asset Management Co., Ltd | 101 | $24.6K | 0.02% | −9−8.2% | Reduced |
| Accent Capital Management, LLC | 104 | $25.4K | 0.01% | +104 | New |
| Key Financial Inc | 106 | $25.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 113 | $27.6K | 0.01% | −25−18.1% | Reduced |
| Knuff & Co LLC | 114 | $27.8K | 0.01% | +114 | New |
| Activest Wealth Management | 115 | $28.1K | 0.01% | +111+2,775.0% | Added |
| Asset Dedication, LLC | 119 | $29.0K | 0.00% | −5−4.0% | Reduced |
| Sunbelt Securities, Inc. | 122 | $29.8K | 0.00% | +4+3.4% | Added |
| Piscataqua Savings Bank | 129 | $31.5K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 132 | $32.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 135 | $32.9K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 139 | $34.2K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 141 | $34.4K | 0.01% | −1−0.7% | Reduced |
| City Holding Co | 150 | $36.6K | 0.01% | +150 | New |
| REAP Financial Group, LLC | 150 | $36.6K | 0.01% | +40+36.4% | Added |
| Atlas Capital Advisors LLC | 151 | $36.8K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 151 | $36.8K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 155 | $37.9K | 0.01% | −39−20.1% | Reduced |
| Frazier Financial Advisors, LLC | 159 | $38.7K | 0.03% | −19−10.7% | Reduced |
| JFS Wealth Advisors, LLC | 162 | $39.5K | 0.00% | +2+1.3% | Added |
| NewSquare Capital LLC | 163 | $39.8K | 0.00% | +151+1,258.3% | Added |
| Hanson & Doremus Investment Management | 163 | $40.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 164 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 164 | $40.0K | 0.01% | +164 | New |
| Capital Analysts, LLC | 169 | $41.0K | 0.00% | +64+61.0% | Added |
| Ameriflex Group, Inc. | 171 | $41.7K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 171 | $41.7K | 0.02% | +14+8.9% | Added |
| Garde Capital, Inc. | 171 | $41.7K | 0.00% | +171 | New |
| Sierra Ocean, LLC | 171 | $41.9K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 180 | $43.9K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 183 | $44.7K | 0.02% | −19−9.4% | Reduced |
| First Pacific Financial | 187 | $45.6K | 0.01% | +107+133.8% | Added |
| Intelligent Financial Strategies | 189 | $46.1K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 190 | $46.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 193 | $47.1K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 193 | $47.1K | 0.25% | +193 | New |
| Bell Investment Advisors, Inc | 194 | $47.3K | 0.01% | +6+3.2% | Added |
| Bangor Savings Bank | 206 | $50.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 207 | $50.5K | 0.02% | +29+16.3% | Added |
| First United Bank Trust | 216 | $52.7K | 0.02% | +11+5.4% | Added |
| Capital Advisors, Ltd. LLC | 222 | $54.0K | 0.01% | +27+13.8% | Added |
| GW&K Investment Management, LLC | 236 | $58.0K | 0.00% | +2+0.9% | Added |
| Covestor Ltd | 236 | $58.0K | 0.04% | +5+2.2% | Added |
| Financial Management Professionals, Inc. | 241 | $58.8K | 0.01% | −13−5.1% | Reduced |
| LRI Investments, LLC | 246 | $60.0K | 0.01% | +11+4.7% | Added |
| FSA Wealth Management LLC | 249 | $60.8K | 0.03% | +207+492.9% | Added |
| Plante Moran Financial Advisors, LLC | 251 | $61.3K | 0.01% | −1,360−84.4% | Reduced |
| Fortitude Family Office, LLC | 259 | $63.2K | 0.02% | −26−9.1% | Reduced |
| Nemes Rush Group LLC | 263 | $64.1K | 0.01% | +1+0.4% | Added |
| Stone House Investment Management, LLC | 263 | $64.2K | 0.01% | +263 | New |
| Pension & Wealth Management Advisors, Inc. | 264 | $64.4K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 265 | $64.6K | 0.01% | +1+0.4% | Added |
| Virtus ETF Advisers LLC | 266 | $64.9K | 0.04% | +266 | New |
| Sarver Vrooman Wealth Advisors | 269 | $65.6K | 0.04% | +269 | New |
| Meeder Asset Management Inc | 276 | $67.4K | 0.00% | +137+98.6% | Added |
| Caldwell Sutter Capital, Inc. | 277 | $67.6K | 0.03% | −11−3.8% | Reduced |
| Tortoise Investment Management, LLC | 278 | $67.8K | 0.01% | −278−50.0% | Reduced |
| Cornerstone Planning Group LLC | 310 | $67.9K | 0.02% | +172+124.6% | Added |
| Iron Horse Wealth Management, LLC | 279 | $68.1K | 0.02% | +39+16.3% | Added |
| Rise Advisors, LLC | 280 | $68.3K | 0.03% | +25+9.8% | Added |
| Glen Eagle Advisors, LLC | 284 | $69.3K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 288 | $70.3K | 0.02% | +2+0.7% | Added |
| CoreCap Advisors, LLC | 288 | $70.3K | 0.00% | +42+17.1% | Added |
| Trifecta Capital Advisors, LLC | 289 | $70.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 292 | $71.1K | 0.03% | −23−7.3% | Reduced |
| State of Wyoming | 297 | $72.5K | 0.01% | +297 | New |
| General Partner, Inc. | 298 | $72.7K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 300 | $73.2K | 0.00% | −16−5.1% | Reduced |
| Chelsea Counsel Co | 300 | $73.2K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 302 | $73.7K | 0.00% | −4−1.3% | Reduced |
| First Financial Corp | 303 | $73.9K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $75.0K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 310 | $75.7K | 0.00% | −1,772−85.1% | Reduced |