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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 896 | $218.7K | 0.01% | +896 | New |
| Cottonwood Capital Advisors, LLC | 896 | $218.7K | 0.16% | −172−16.1% | Reduced |
| Teza Capital Management LLC | 897 | $218.9K | 0.10% | −5,421−85.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 899 | $219.3K | 0.01% | +899 | New |
| Pollock Investment Advisors, LLC | 900 | $219.6K | 0.18% | +900 | New |
| Bingham Private Wealth, LLC | 901 | $219.9K | 0.23% | −65−6.7% | Reduced |
| Meridian Wealth Management, LLC | 903 | $220.4K | 0.01% | −117−11.5% | Reduced |
| Investment Advisory Services Inc | 905 | $220.8K | 0.08% | +905 | New |
| McLean Asset Management Corp | 1,006 | $221.9K | 0.07% | +30+3.1% | Added |
| Middleton & Co Inc | 910 | $222.1K | 0.03% | +910 | New |
| Kingswood Wealth Advisors, LLC | 912 | $222.6K | 0.02% | +912 | New |
| American National Bank | 913 | $222.8K | 0.02% | −3−0.3% | Reduced |
| Rockland Trust Co | 914 | $223.0K | 0.01% | −529−36.7% | Reduced |
| EagleClaw Capital Managment, LLC | 914 | $223.0K | 0.04% | −200−18.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 915 | $223.3K | 0.13% | +915 | New |
| Kelly Financial Services LLC | 919 | $224.3K | 0.08% | +919 | New |
| Norden Group LLC | 920 | $224.4K | 0.03% | +920 | New |
| Burke & Herbert Bank & Trust Co | 928 | $226.5K | 0.05% | +928 | New |
| Fiduciary Alliance LLC | 928 | $226.5K | 0.02% | +928 | New |
| New Covenant Trust Company, N.A. | 937 | $227.1K | 0.24% | −31−3.2% | Reduced |
| Drucker Wealth 3.0, LLC | 934 | $228.0K | 0.05% | +934 | New |
| Compass Capital Corp | 1,082 | $228.7K | 0.12% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 941 | $229.6K | 0.04% | +941 | New |
| Wealthstream Advisors, Inc. | 943 | $230.2K | 0.04% | +943 | New |
| Retirement Planning Group | 944 | $230.4K | 0.01% | −29−3.0% | Reduced |
| Leonteq Securities AG | 944 | $230.6K | 0.02% | +81+9.4% | Added |
| Aureus Asset Management, LLC | 947 | $231.1K | 0.02% | +947 | New |
| U.S. Capital Wealth Advisors, LLC | 948 | $231.2K | 0.01% | +948 | New |
| Catalytic Wealth RIA, LLC | 952 | $232.3K | 0.04% | −36−3.6% | Reduced |
| Palumbo Wealth Management LLC | 953 | $232.6K | 0.08% | +953 | New |
| Group One Trading, L.P. | 953 | $232.6K | 0.01% | −1,834−65.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 955 | $233.2K | 0.00% | −95−9.0% | Reduced |
| Arvest Bank Trust Division | 956 | $233.3K | 0.01% | +956 | New |
| HMS Capital Management, LLC | 1,043 | $233.4K | 0.13% | 00.0% | Unchanged |
| Plancorp, LLC | 957 | $233.5K | 0.01% | +957 | New |
| Fiduciary Planning LLC | 962 | $234.7K | 0.08% | +4+0.4% | Added |
| CBOE Vest Financial, LLC | 970 | $236.7K | 0.00% | +970 | New |
| Family Investment Center, Inc. | 974 | $237.7K | 0.06% | −38−3.8% | Reduced |
| Appleton Partners Inc | 975 | $238.0K | 0.02% | −19−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 976 | $238.0K | 0.02% | +976 | New |
| Sound View Wealth Advisors Group, LLC | 981 | $239.4K | 0.02% | +32+3.4% | Added |
| Global Endowment Management, LP | 986 | $240.6K | 0.03% | −1,029−51.1% | Reduced |
| OneAscent Wealth Management LLC | 986 | $241.0K | 0.10% | −557−36.1% | Reduced |
| MONECO Advisors, LLC | 989 | $241.3K | 0.02% | −91−8.4% | Reduced |
| Hamilton Capital, LLC | 999 | $243.8K | 0.01% | +999 | New |
| R. W. Roge & Company, Inc. | 1,000 | $244.0K | 0.13% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,000 | $244.0K | 0.11% | +428+74.8% | Added |
| Patron Partners Advisors, LLC | 1,006 | $245.5K | 0.13% | −57−5.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,006 | $245.5K | 0.06% | −11−1.1% | Reduced |
| Financial Advisory Service, Inc. | 1,006 | $245.5K | 0.02% | +2+0.2% | Added |
| Members Advisory Group LLC | 1,010 | $246.5K | 0.10% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,010 | $246.5K | 0.13% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,018 | $248.4K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,019 | $248.6K | 0.03% | −3−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,024 | $249.9K | 0.01% | −22−2.1% | Reduced |
| Topsail Wealth Management, LLC | 1,025 | $250.1K | 0.05% | +1,025 | New |
| McGlone Suttner Wealth Management, Inc. | 1,025 | $250.1K | 0.04% | +14+1.4% | Added |
| Longboard Asset Management, LP | 1,028 | $250.9K | 0.74% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,031 | $251.0K | 0.11% | +5+0.5% | Added |
| BayBridge Capital Group, LLC | 1,030 | $251.2K | 0.18% | +4+0.4% | Added |
| Riverwater Partners LLC | 1,031 | $251.6K | 0.13% | +85+9.0% | Added |
| Wedbush Securities Inc | 1,033 | $252.0K | 0.01% | −51−4.7% | Reduced |
| Destination Wealth Management | 1,033 | $252.1K | 0.01% | −249−19.4% | Reduced |
| Diversified Enterprises, LLC | 1,033 | $252.1K | 0.02% | +1,033 | New |
| Haverford Trust Co | 1,037 | $253.1K | 0.00% | +1,037 | New |
| MV Capital Management, Inc. | 1,046 | $255.3K | 0.03% | +600+134.5% | Added |
| Advisory Alpha, LLC | 1,047 | $255.5K | 0.01% | +4+0.4% | Added |
| Sapient Capital LLC | 1,049 | $256.0K | 0.01% | −154−12.8% | Reduced |
| Terril Brothers, Inc. | 1,049 | $256.0K | 0.12% | +10+1.0% | Added |
| Moss Adams Wealth Advisors LLC | 1,050 | $256.2K | 0.03% | −103−8.9% | Reduced |
| eCIO, Inc. | 1,050 | $256.2K | 0.09% | +1,050 | New |
| Catalyst Capital Advisors LLC | 1,053 | $257.0K | 0.01% | +327+45.0% | Added |
| Pines Wealth Management, LLC | 1,175 | $259.3K | 0.12% | −58−4.7% | Reduced |
| Founders Financial Alliance, LLC | 1,068 | $260.6K | 0.06% | +1,068 | New |
| Alpha Financial Partners, LLC | 1,077 | $262.9K | 0.21% | +4+0.4% | Added |
| Clark Capital Management Group, Inc. | 1,079 | $263.3K | 0.00% | −698−39.3% | Reduced |
| Ariston Services Group | 1,079 | $263.3K | 0.22% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,082 | $264.1K | 0.18% | −1,213−52.9% | Reduced |
| Wesbanco Bank Inc | 1,092 | $266.5K | 0.01% | −34−3.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,092 | $266.5K | 0.20% | +4+0.4% | Added |
| Sherbrooke Park Advisers LLC | 1,093 | $266.7K | 0.12% | +87+8.6% | Added |
| SRS Capital Advisors, Inc. | 1,094 | $266.9K | 0.02% | −940−46.2% | Reduced |
| Avantax Planning Partners, Inc. | 1,102 | $269.0K | 0.01% | −18−1.6% | Reduced |
| Riverview Trust Co | 1,110 | $270.9K | 0.27% | −12−1.1% | Reduced |
| Principle Wealth Partners LLC | 1,116 | $272.3K | 0.02% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,119 | $273.1K | 0.02% | +157+16.3% | Added |
| German American Bancorp, Inc. | 1,123 | $274.0K | 0.03% | −150−11.8% | Reduced |
| Resources Management Corp | 1,125 | $275.0K | 0.04% | −175−13.5% | Reduced |
| CVA Family Office, LLC | 1,129 | $275.5K | 0.04% | +133+13.4% | Added |
| BSW Wealth Partners | 1,130 | $275.8K | 0.04% | +37+3.4% | Added |
| Schulz Wealth, LTD. | 1,135 | $277.0K | 0.21% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,138 | $277.7K | 0.05% | +146+14.7% | Added |
| Richard P Slaughter Associates Inc | 1,141 | $278.4K | 0.07% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,145 | $279.5K | 0.08% | +125+12.3% | Added |
| Tyler-Stone Wealth Management | 1,148 | $280.1K | 0.05% | −232−16.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,152 | $281.0K | 0.01% | −350−23.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,170 | $285.5K | 0.01% | +1,170 | New |
| Trust Investment Advisors | 1,171 | $285.8K | 0.18% | +1,171 | New |
| Principal Street Partners, LLC | 1,171 | $285.8K | 0.05% | +52+4.6% | Added |
| Modern Wealth Management, LLC | 1,175 | $286.9K | 0.01% | +1,175 | New |