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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 1,395 | $287.3K | 0.05% | +1,395 | New |
| Sunflower Bank, N.A. | 1,184 | $288.9K | 0.08% | +3+0.3% | Added |
| Northside Capital Management, LLC | 1,185 | $289.2K | 0.05% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,188 | $289.9K | 0.11% | −65−5.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,192 | $290.9K | 0.14% | −207−14.8% | Reduced |
| Duncan Williams Asset Management, LLC | 1,200 | $292.8K | 0.11% | −15−1.2% | Reduced |
| Perpetual Ltd | 1,200 | $292.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $292.8K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $292.8K | 0.17% | 00.0% | Unchanged |
| Blalock Williams, LLC | 1,203 | $293.6K | 0.33% | +1,203 | New |
| Tyche Wealth Partners LLC | 1,204 | $293.9K | 0.06% | −350−22.5% | Reduced |
| First Nebraska Trust Co | 1,206 | $294.3K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,209 | $295.1K | 0.02% | −291−19.4% | Reduced |
| Dempze Nancy E | 1,210 | $295.3K | 0.18% | −100−7.6% | Reduced |
| Parthenon LLC | 1,213 | $296.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,220 | $297.7K | 0.01% | +124+11.3% | Added |
| Stanley-Laman Group, Ltd. | 1,220 | $297.7K | 0.05% | +1,220 | New |
| Daymark Wealth Partners, LLC | 1,225 | $298.9K | 0.01% | −582−32.2% | Reduced |
| Smart Money Group LLC | 1,227 | $299.5K | 0.10% | −25−2.0% | Reduced |
| Grove Bank & Trust | 1,229 | $299.9K | 0.04% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,230 | $300.0K | 0.36% | +1,230 | New |
| Ballast, Inc. | 1,230 | $300.2K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,239 | $302.2K | 0.14% | +96+8.4% | Added |
| StoneX Group Inc. | 1,239 | $302.3K | 0.02% | +43+3.6% | Added |
| Soltis Investment Advisors LLC | 1,240 | $302.6K | 0.03% | +88+7.6% | Added |
| Members Wealth LLC | 1,243 | $303.3K | 0.23% | −261−17.4% | Reduced |
| Wealth Management Associates, Inc. | 1,244 | $303.6K | 0.13% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,246 | $304.1K | 0.01% | +16+1.3% | Added |
| Old National Bancorp | 1,248 | $304.5K | 0.01% | +1,248 | New |
| Court Place Advisors, LLC | 1,248 | $304.5K | 0.10% | +48+4.0% | Added |
| Harbour Investments, Inc. | 1,253 | $305.8K | 0.01% | +44+3.6% | Added |
| Twin Focus Capital Partners, LLC | 1,253 | $305.9K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,254 | $306.3K | 0.01% | −51−3.9% | Reduced |
| YHB Investment Advisors, Inc. | 1,256 | $306.5K | 0.03% | −84−6.3% | Reduced |
| Victrix Investment Advisors | 1,258 | $307.0K | 0.16% | −15−1.2% | Reduced |
| Versant Capital Management, Inc | 1,260 | $307.5K | 0.05% | +517+69.6% | Added |
| New England Professional Planning Group Inc. | 1,261 | $307.7K | 0.15% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,263 | $308.2K | 0.01% | +47+3.9% | Added |
| GeoWealth Management, LLC | 1,268 | $309.5K | 0.01% | −1,137−47.3% | Reduced |
| Jacobi Capital Management LLC | 1,270 | $309.8K | 0.02% | +178+16.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,272 | $310.5K | 0.01% | +12+1.0% | Added |
| Portside Wealth Group, LLC | 1,275 | $311.1K | 0.05% | +1,275 | New |
| Ignite Planners, LLC | 1,391 | $311.6K | 0.06% | +104+8.1% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $311.6K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,277 | $311.6K | 0.14% | +1,277 | New |
| Insigneo Advisory Services, LLC | 1,278 | $311.8K | 0.03% | +82+6.9% | Added |
| Braun-Bostich & Associates Inc. | 1,281 | $312.6K | 0.23% | +67+5.5% | Added |
| Vestor Capital, LLC | 1,282 | $313.0K | 0.03% | −10−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 1,283 | $313.0K | 0.03% | +8+0.6% | Added |
| Trust Co of Vermont | 1,283 | $313.1K | 0.02% | +21+1.7% | Added |
| Thrive Capital Management, LLC | 1,289 | $314.4K | 0.19% | +1,289 | New |
| Five Oceans Advisors | 1,291 | $315.0K | 0.15% | +2+0.2% | Added |
| Genesis Private Wealth, LLC | 1,292 | $315.3K | 0.17% | +74+6.1% | Added |
| Onefund, LLC | 1,303 | $318.0K | 0.32% | +1+0.1% | Added |
| RFG Advisory, LLC | 1,309 | $319.5K | 0.01% | −40−3.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,311 | $319.9K | 0.15% | +257+24.4% | Added |
| International Assets Investment Management, LLC | 1,313 | $320.4K | 0.03% | −556−29.7% | Reduced |
| Peachtree Investment Partners, LLC | 1,315 | $320.9K | 0.13% | +1,315 | New |
| Busey Wealth Management | 1,319 | $321.9K | 0.01% | +53+4.2% | Added |
| Hollencrest Capital Management | 1,322 | $322.6K | 0.01% | −30−2.2% | Reduced |
| Millstone Evans Group, LLC | 1,325 | $323.3K | 0.22% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,329 | $324.3K | 0.14% | +1,329 | New |
| Fortress Wealth Group, LLC | 1,465 | $325.2K | 0.16% | +1+0.1% | Added |
| Farmers & Merchants Investments Inc | 1,338 | $326.5K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,338 | $326.5K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,343 | $327.7K | 0.02% | +167+14.2% | Added |
| Verus Capital Partners, LLC | 1,346 | $328.4K | 0.03% | −31−2.3% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $329.4K | 0.02% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,350 | $329.7K | 0.28% | +4+0.3% | Added |
| Marcum Wealth, LLC | 1,355 | $330.7K | 0.03% | −5−0.4% | Reduced |
| Colonial Trust Co | 1,356 | $330.9K | 0.05% | +21+1.6% | Added |
| Signature Estate & Investment Advisors LLC | 1,361 | $332.1K | 0.01% | +21+1.6% | Added |
| ORG Wealth Partners, LLC | 1,369 | $334.0K | 0.10% | +1,369 | New |
| Rothschild Capital Partners, LLC | 1,380 | $336.8K | 0.09% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,385 | $338.0K | 0.02% | −237−14.6% | Reduced |
| Alteri Wealth LLC | 1,389 | $339.0K | 0.15% | −206−12.9% | Reduced |
| Cromwell Holdings LLC | 1,390 | $339.2K | 0.22% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,392 | $339.7K | 0.20% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,395 | $340.4K | 0.01% | +25+1.8% | Added |
| Stiles Financial Services Inc | 1,398 | $341.2K | 0.13% | +31+2.3% | Added |
| Sterling Group Wealth Management, LLC | 1,399 | $341.4K | 0.18% | 00.0% | Unchanged |
| Essex Savings Bank | 1,400 | $341.6K | 0.08% | −17−1.2% | Reduced |
| Capital Wealth Planning, LLC | 1,400 | $341.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,502 | $342.2K | 0.01% | +85+6.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $342.4K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 1,412 | $344.6K | 0.00% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 1,419 | $346.2K | 0.22% | +1+0.1% | Added |
| Retireful, LLC | 1,432 | $347.1K | 0.34% | +1,432 | New |
| Joel Isaacson & Co., LLC | 1,424 | $347.5K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,425 | $347.7K | 0.08% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,426 | $348.0K | 0.15% | −1−0.1% | Reduced |
| Sentry Investment Management LLC | 1,559 | $349.0K | 0.24% | −466−23.0% | Reduced |
| ASB Consultores, LLC | 1,433 | $349.7K | 0.23% | −1,022−41.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,433 | $349.7K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,434 | $349.9K | 0.19% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,435 | $350.2K | 0.06% | −44−3.0% | Reduced |
| Bank of New Hampshire | 1,435 | $350.2K | 0.09% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 1,436 | $350.4K | 0.37% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,440 | $351.4K | 0.04% | +1,440 | New |
| Verdence Capital Advisors LLC | 1,441 | $351.7K | 0.03% | +60+4.3% | Added |