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 |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 327 | $79.8K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 244 | $80.0K | 0.05% | +244 | New |
| Webster Bank, N. A. | 328 | $80.0K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 329 | $80.3K | 0.06% | −310−48.5% | Reduced |
| Morse Asset Management, Inc | 334 | $81.5K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 334 | $81.5K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 337 | $82.2K | 0.00% | −57−14.5% | Reduced |
| Silvant Capital Management LLC | 358 | $87.4K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 363 | $88.6K | 0.05% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 372 | $90.8K | 0.08% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 374 | $91.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 375 | $91.5K | 0.04% | 00.0% | Unchanged |
| Motco | 377 | $92.0K | 0.01% | +237+169.3% | Added |
| Addison Advisors LLC | 396 | $96.6K | 0.03% | −13−3.2% | Reduced |
| Ancora Advisors, LLC | 403 | $98.3K | 0.00% | +2+0.5% | Added |
| New England Capital Financial Advisors LLC | 407 | $99.4K | 0.05% | −19−4.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 410 | $100.1K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 414 | $101.0K | 0.01% | +414 | New |
| Evelyn Partners Investment Management Services Ltd | 420 | $102.5K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 421 | $102.7K | 0.05% | −239−36.2% | Reduced |
| Minot DeBlois Advisors LLC | 425 | $103.7K | 0.10% | −170−28.6% | Reduced |
| Johnson Financial Group, Inc. | 425 | $103.7K | 0.01% | −39−8.4% | Reduced |
| Pittenger & Anderson Inc | 429 | $104.7K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 430 | $104.9K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 449 | $106.6K | 0.03% | +29+6.9% | Added |
| Quent Capital, LLC | 437 | $106.6K | 0.01% | +106+32.0% | Added |
| Capital A Wealth Management, LLC | 441 | $107.6K | 0.11% | +59+15.4% | Added |
| Islay Capital Management, LLC | 450 | $109.8K | 0.07% | 00.0% | Unchanged |
| Hara Capital LLC | 453 | $110.5K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 455 | $111.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 459 | $112.1K | 0.04% | +1+0.2% | Added |
| Richardson Financial Services Inc. | 461 | $112.5K | 0.09% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 467 | $113.9K | 0.02% | −24−4.9% | Reduced |
| Sachetta, LLC | 477 | $116.4K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $117.1K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 480 | $117.1K | 0.03% | +450+1,500.0% | Added |
| Armstrong Advisory Group, Inc | 559 | $118.7K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 502 | $122.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 435 | $123.7K | 0.07% | −70−13.9% | Reduced |
| Capula Management Ltd | 508 | $124.0K | 0.00% | +508 | New |
| Union Savings Bank | 512 | $124.9K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 517 | $126.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 550 | $134.2K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 559 | $136.4K | 0.01% | +338+152.9% | Added |
| SBI Securities Co., Ltd. | 575 | $140.3K | 0.00% | −67−10.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 590 | $144.0K | 0.06% | +235+66.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 605 | $147.5K | 0.29% | +24+4.1% | Added |
| Rosenberg Matthew Hamilton | 611 | $149.1K | 0.04% | −33−5.1% | Reduced |
| Independence Bank of Kentucky | 620 | $151.3K | 0.02% | −242−28.1% | Reduced |
| ORG Partners LLC | 653 | $159.3K | 0.04% | −1,054−61.7% | Reduced |
| Bruce G. Allen Investments, LLC | 692 | $168.9K | 0.13% | −20−2.8% | Reduced |
| Lavaca Capital LLC | 700 | $170.8K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 700 | $171.0K | 0.00% | +700 | New |
| First Horizon Advisors, Inc. | 715 | $174.7K | 0.00% | +119+20.0% | Added |
| Park Place Capital Corp | 736 | $179.6K | 0.05% | −446−37.7% | Reduced |
| WPG Advisers, LLC | 742 | $181.1K | 0.17% | −244−24.7% | Reduced |
| Nova Wealth Management, Inc. | 746 | $182.0K | 0.16% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 749 | $183.0K | 0.10% | −267−26.3% | Reduced |
| Pacific Center for Financial Services | 751 | $183.3K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 767 | $187.2K | 0.06% | +767 | New |
| Chilton Capital Management LLC | 800 | $195.2K | 0.01% | −33−4.0% | Reduced |
| AdvisorNet Financial, Inc | 803 | $196.0K | 0.01% | −69−7.9% | Reduced |
| Bellecapital International Ltd. | 820 | $200.1K | 0.04% | +820 | New |
| Howard Bailey Securities, LLC | 820 | $200.1K | 0.07% | +820 | New |
| Hemington Wealth Management | 825 | $201.0K | 0.03% | +57+7.4% | Added |
| FDx Advisors, Inc. | 823 | $201.0K | 0.07% | +823 | New |
| Crescent Grove Advisors, LLC | 829 | $202.3K | 0.02% | +829 | New |
| Hoxton Planning & Management, LLC | 829 | $202.3K | 0.08% | +829 | New |
| Alley Investment Management Company, LLC | 830 | $202.5K | 0.03% | +830 | New |
| American State Bank (Iowa) | 831 | $202.8K | 0.12% | +831 | New |
| Prairieview Wealth Partners, LLC | 833 | $203.3K | 0.25% | +833 | New |
| Jacobsen Capital Management | 836 | $204.0K | 0.09% | +836 | New |
| Capital Management Associates, Inc | 840 | $205.0K | 0.05% | +840 | New |
| Michael B. Yongue | 841 | $205.2K | 0.26% | +841 | New |
| KC Investment Advisors, LLC | 841 | $205.2K | 0.05% | +841 | New |
| Baldwin Brothers Inc | 847 | $206.7K | 0.01% | +847 | New |
| Oak Harbor Wealth Partners, LLC | 847 | $206.7K | 0.06% | +847 | New |
| Chicago Trust Co NA | 851 | $207.7K | 0.04% | +851 | New |
| Prudent Investors Network | 851 | $207.7K | 0.06% | +851 | New |
| Virtue Capital Management, LLC | 854 | $208.1K | 0.02% | +854 | New |
| Waterloo Capital, L.P. | 859 | $209.7K | 0.02% | +859 | New |
| Stablepoint Partners, LLC | 861 | $210.1K | 0.04% | +861 | New |
| Humankind Investments LLC | 864 | $210.8K | 0.05% | +864 | New |
| DHK Financial Advisors, Inc. | 866 | $211.3K | 0.12% | +866 | New |
| Bogart Wealth, LLC | 867 | $211.5K | 0.01% | +250+40.5% | Added |
| Baron Wealth Management LLC | 870 | $212.4K | 0.09% | +870 | New |
| Goldstein Advisors, LLC | 871 | $212.6K | 0.03% | +871 | New |
| Quarry LP | 875 | $213.5K | 0.06% | −305−25.8% | Reduced |
| Grove Street Fiduciary, LLC | 875 | $213.5K | 0.11% | +875 | New |
| Clarendon Private LLC | 877 | $214.0K | 0.23% | +877 | New |
| Spears Abacus Advisors LLC | 879 | $214.5K | 0.00% | +879 | New |
| One Capital Management, LLC | 882 | $215.2K | 0.01% | +882 | New |
| Cable Hill Partners, LLC | 954 | $215.9K | 0.02% | +954 | New |
| Bank of Nova Scotia Trust Co | 889 | $216.9K | 0.02% | +889 | New |
| Roundview Capital LLC | 890 | $217.2K | 0.02% | +890 | New |
| Watershed Private Wealth LLC | 892 | $217.7K | 0.09% | +892 | New |
| Natural Investments, LLC | 896 | $218.0K | 0.06% | +896 | New |
| Painted Porch Advisors LLC | 894 | $218.2K | 0.09% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 895 | $218.4K | 0.07% | +895 | New |
| Mills Wealth Advisors LLC | 895 | $218.4K | 0.12% | +895 | New |