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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 1,446 | $353.0K | 0.22% | −204−12.4% | Reduced |
| Mairs & Power Inc | 1,449 | $353.6K | 0.00% | +75+5.5% | Added |
| Fayez Sarofim & Co | 1,450 | $353.8K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,454 | $354.8K | 0.01% | +1,454 | New |
| Prestige Wealth Management Group LLC | 1,462 | $356.8K | 0.08% | +20+1.4% | Added |
| WealthBridge Capital Management, LLC | 1,475 | $359.9K | 0.10% | +33+2.3% | Added |
| Resonant Capital Advisors, LLC | 1,477 | $360.4K | 0.03% | +218+17.3% | Added |
| Nations Financial Group Inc, | 1,480 | $361.2K | 0.03% | −1,009−40.5% | Reduced |
| TigerOak Management, L.L.C. | 1,480 | $361.2K | 0.14% | −73−4.7% | Reduced |
| Austin Private Wealth, LLC | 1,483 | $361.9K | 0.03% | +25+1.7% | Added |
| Drive Wealth Management, LLC | 1,485 | $362.3K | 0.09% | +24+1.6% | Added |
| St Germain D J Co Inc | 1,485 | $362.4K | 0.02% | +733+97.5% | Added |
| FourThought Financial Partners, LLC | 1,486 | $362.6K | 0.04% | −93−5.9% | Reduced |
| Continuum Advisory, LLC | 1,498 | $365.6K | 0.05% | +130+9.5% | Added |
| Yoffe Investment Management, LLC | 1,500 | $366.0K | 0.54% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,507 | $367.8K | 0.02% | +70+4.9% | Added |
| Umpqua Bank | 1,508 | $368.0K | 0.13% | +78+5.5% | Added |
| Acorn Creek Capital LLC | 1,509 | $368.2K | 0.18% | −81−5.1% | Reduced |
| Rossmore Private Capital | 1,509 | $368.3K | 0.05% | +223+17.3% | Added |
| Central Trust Co | 1,512 | $369.0K | 0.01% | −65−4.1% | Reduced |
| Lindbrook Capital, LLC | 1,514 | $369.5K | 0.03% | +44+3.0% | Added |
| Northeast Financial Consultants Inc | 1,514 | $369.5K | 0.02% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,520 | $371.0K | 0.21% | +5+0.3% | Added |
| SlateStone Wealth, LLC | 1,533 | $374.0K | 0.04% | +2+0.1% | Added |
| Parkside Financial Bank & Trust | 1,536 | $374.8K | 0.05% | +258+20.2% | Added |
| Alpha Family Trust | 1,545 | $377.0K | 0.22% | +540+53.7% | Added |
| Deseret Mutual Benefit Administrators | 1,548 | $377.8K | 0.19% | +51+3.4% | Added |
| Veracity Capital LLC | 1,548 | $377.8K | 0.15% | +15+1.0% | Added |
| VestGen Advisors, LLC | 1,550 | $378.2K | 0.02% | +1,550 | New |
| Roble, Belko & Company, Inc | 1,566 | $382.0K | 0.06% | −344−18.0% | Reduced |
| Axq Capital, LP | 1,571 | $383.4K | 0.15% | −4,567−74.4% | Reduced |
| Bailard, Inc. | 1,571 | $383.4K | 0.01% | +1+0.1% | Added |
| Optimize Financial Inc | 1,573 | $383.9K | 0.14% | +1,573 | New |
| Angeles Wealth Management, LLC | 1,579 | $385.3K | 0.03% | +149+10.4% | Added |
| Capital Management Corp | 1,580 | $385.6K | 0.07% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,580 | $385.6K | 0.12% | +39+2.5% | Added |
| Trust Co of Virginia | 1,585 | $386.8K | 0.04% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,589 | $387.7K | 0.03% | −211−11.7% | Reduced |
| Carret Asset Management, LLC | 1,590 | $388.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,704 | $388.4K | 0.01% | −147−7.9% | Reduced |
| Private Wealth Asset Management, LLC | 1,599 | $390.2K | 0.06% | +1,599 | New |
| Sava Infond d.o.o. | 1,600 | $390.4K | 0.07% | −1,600−50.0% | Reduced |
| Savvy Advisors, Inc. | 1,601 | $390.7K | 0.04% | +34+2.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,607 | $392.0K | 0.18% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,608 | $392.4K | 0.03% | +20+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $392.6K | 0.22% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,610 | $392.9K | 0.14% | −250−13.4% | Reduced |
| Bellwether Advisors, LLC | 1,616 | $394.5K | 0.08% | −22,112−93.2% | Reduced |
| Talon Private Wealth, LLC | 1,644 | $401.2K | 0.05% | −64−3.7% | Reduced |
| Meridian Wealth Advisors, LLC | 1,647 | $401.8K | 0.07% | +3+0.2% | Added |
| Geneos Wealth Management Inc. | 1,647 | $401.9K | 0.01% | +323+24.4% | Added |
| SCS Capital Management LLC | 1,657 | $404.3K | 0.01% | +1,657 | New |
| Claro Advisors LLC | 1,669 | $407.2K | 0.05% | +247+17.4% | Added |
| Kinloch Capital, LLC | 1,672 | $408.0K | 0.20% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,673 | $408.2K | 0.09% | +175+11.7% | Added |
| Lockerman Financial Group, Inc. | 1,676 | $409.0K | 0.62% | −8−0.5% | Reduced |
| RVW Wealth, LLC | 1,681 | $410.2K | 0.04% | +1,681 | New |
| Koshinski Asset Management, Inc. | 1,687 | $411.7K | 0.03% | +30+1.8% | Added |
| Investment Partners, Ltd. | 1,690 | $412.4K | 0.17% | +6+0.4% | Added |
| Journey Advisory Group, LLC | 1,700 | $414.9K | 0.03% | −220−11.5% | Reduced |
| Jarislowsky, Fraser Ltd | 1,700 | $414.9K | 0.00% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 1,700 | $415.0K | 0.21% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,706 | $416.2K | 0.03% | −39−2.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,708 | $416.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,711 | $417.5K | 0.09% | +2+0.1% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $421.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,727 | $421.4K | 0.01% | +232+15.5% | Added |
| SeaCrest Wealth Management, LLC | 1,737 | $423.9K | 0.05% | −228−11.6% | Reduced |
| Moors & Cabot, Inc. | 1,738 | $424.2K | 0.02% | +48+2.8% | Added |
| Waldron Private Wealth LLC | 1,743 | $425.3K | 0.02% | −1,355−43.7% | Reduced |
| Cahaba Wealth Management, Inc. | 1,754 | $428.1K | 0.04% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,756 | $428.5K | 0.03% | −46−2.6% | Reduced |
| Main Street Financial Solutions, LLC | 1,758 | $429.0K | 0.04% | +732+71.3% | Added |
| Tritonpoint Wealth, LLC | 1,760 | $429.5K | 0.04% | +84+5.0% | Added |
| Mayport, LLC | 1,768 | $431.4K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,768 | $431.5K | 0.02% | +83+4.9% | Added |
| Reynders McVeigh Capital Management, LLC | 1,770 | $432.0K | 0.02% | −50−2.7% | Reduced |
| New Hampshire Trust | 1,778 | $433.9K | 0.10% | 00.0% | Unchanged |
| Ewa, LLC | 1,781 | $434.7K | 0.16% | +38+2.2% | Added |
| Northstar Financial Companies, Inc. | 1,787 | $436.1K | 0.47% | 00.0% | Unchanged |
| Davis R M Inc | 1,798 | $438.8K | 0.01% | +180+11.1% | Added |
| Dillon & Associates Inc | 1,800 | $439.0K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,801 | $439.4K | 0.03% | −179−9.0% | Reduced |
| AGH Wealth Advisors, LLC | 1,805 | $440.5K | 0.42% | −67−3.6% | Reduced |
| USA Financial Portformulas Corp | 1,809 | $441.4K | 0.07% | +816+82.2% | Added |
| TFR Capital, LLC. | 1,809 | $441.4K | 0.18% | +1,809 | New |
| Trust Point Inc. | 1,821 | $444.4K | 0.04% | −1,184−39.4% | Reduced |
| LeClair Wealth Partners LLC | 1,821 | $444.4K | 0.32% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,838 | $448.5K | 0.03% | +64+3.6% | Added |
| RDA Financial Network | 1,839 | $448.7K | 0.13% | +67+3.8% | Added |
| Catalyst Financial Partners LLC | 1,840 | $449.0K | 0.08% | +118+6.9% | Added |
| Gladstone Institutional Advisory LLC | 1,845 | $450.1K | 0.02% | −183−9.0% | Reduced |
| Gilbert & Cook, Inc. | 1,846 | $450.5K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Group | 1,848 | $451.0K | 0.06% | +848+84.8% | Added |
| Portfolio Design Labs, LLC | 1,850 | $451.5K | 0.09% | +721+63.9% | Added |
| Heritage Wealth Management, Inc. | 1,852 | $451.9K | 0.15% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,854 | $452.4K | 0.04% | +5+0.3% | Added |
| Dynamic Advisor Solutions LLC | 1,857 | $453.1K | 0.01% | +104+5.9% | Added |
| Guardian Wealth Advisors, LLC | 1,858 | $453.4K | 0.04% | +88+5.0% | Added |
| Corient IA LLC | 1,860 | $453.9K | 0.32% | +1,860 | New |