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 |
|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 2,009 | $455.5K | 0.05% | +302+17.7% | Added |
| Aster Capital Management (DIFC) Ltd | 1,922 | $457.1K | 0.08% | +417+27.7% | Added |
| Acima Private Wealth, LLC | 1,881 | $459.0K | 0.16% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,881 | $459.0K | 0.10% | +38+2.1% | Added |
| Tradewinds, LLC. | 1,918 | $468.0K | 0.13% | −60−3.0% | Reduced |
| Evoke Wealth, LLC | 1,921 | $468.9K | 0.01% | +269+16.3% | Added |
| Opus Capital Group, LLC | 1,926 | $470.0K | 0.06% | +48+2.6% | Added |
| Prossimo Advisors, LLC | 1,939 | $473.0K | 0.36% | +29+1.5% | Added |
| CKW Financial Group | 1,944 | $474.0K | 0.06% | +3+0.2% | Added |
| Gratus Wealth Advisors, LLC | 1,946 | $474.9K | 0.08% | −114−5.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,955 | $477.1K | 0.02% | +3+0.2% | Added |
| Kanawha Capital Management LLC | 1,960 | $478.3K | 0.04% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,960 | $478.3K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,985 | $484.4K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,998 | $487.6K | 0.02% | +159+8.6% | Added |
| S&CO Inc | 2,000 | $488.0K | 0.03% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,000 | $488.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,007 | $490.0K | 0.01% | −1,050−34.3% | Reduced |
| OneAscent Family Office, LLC | 2,018 | $492.0K | 0.46% | +2,018 | New |
| Everpar Advisors LLC | 2,018 | $492.5K | 0.26% | −165−7.6% | Reduced |
| Pure Financial Advisors, Inc. | 2,022 | $493.5K | 0.01% | +462+29.6% | Added |
| Harvest Fund Management Co., Ltd | 2,025 | $494.0K | 0.02% | +654+47.7% | Added |
| Andina Capital Management, LLC | 2,025 | $494.2K | 0.35% | +2,025 | New |
| Optas, LLC | 2,026 | $494.4K | 0.09% | −44−2.1% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $495.6K | 0.36% | 00.0% | Unchanged |
| Core Alternative Capital | 2,037 | $497.1K | 0.12% | −19−0.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,059 | $502.5K | 0.19% | +2,059 | New |
| Cynosure Management, LLC | 2,067 | $504.4K | 0.07% | +59+2.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,073 | $505.9K | 0.03% | +2,073 | New |
| L2 Asset Management, LLC | 2,079 | $507.3K | 0.10% | +178+9.4% | Added |
| Congress Asset Management Co | 2,087 | $509.3K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,096 | $511.5K | 0.01% | +37+1.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,098 | $512.0K | 0.01% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 2,098 | $512.0K | 0.53% | −96−4.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $512.5K | 0.14% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,117 | $516.5K | 0.11% | +12+0.6% | Added |
| Hexagon Capital Partners LLC | 2,121 | $517.6K | 0.10% | +235+12.5% | Added |
| Tower Bridge Advisors | 2,123 | $518.1K | 0.06% | −6−0.3% | Reduced |
| Eastern Bank | 2,125 | $518.6K | 0.01% | +264+14.2% | Added |
| Mayflower Financial Advisors, LLC | 2,129 | $519.6K | 0.08% | +36+1.7% | Added |
| WestHill Financial Advisors, Inc. | 2,132 | $520.3K | 0.12% | −10−0.5% | Reduced |
| Modera Wealth Management, LLC | 2,135 | $521.0K | 0.01% | +250+13.3% | Added |
| Citizens Business Bank | 1,096 | $523.7K | 0.11% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,147 | $523.9K | 0.26% | −190−8.1% | Reduced |
| ARS Investment Partners, LLC | 2,478 | $526.4K | 0.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,168 | $529.2K | 0.00% | +175+8.8% | Added |
| Mather Group, LLC. | 2,170 | $529.6K | 0.01% | −54−2.4% | Reduced |
| Good Life Advisors, LLC | 2,172 | $530.1K | 0.04% | −22−1.0% | Reduced |
| Parsons Capital Management Inc | 2,173 | $530.3K | 0.03% | +7+0.3% | Added |
| Evernest Financial Advisors, LLC | 2,174 | $530.6K | 0.19% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,192 | $534.9K | 0.04% | −62−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,194 | $535.4K | 0.05% | −198−8.3% | Reduced |
| Atala Financial Inc | 2,202 | $537.4K | 0.40% | 00.0% | Unchanged |
| GTS Securities LLC | 2,239 | $546.4K | 0.02% | −3,418−60.4% | Reduced |
| LGT Fund Management Co Ltd. | 2,240 | $546.6K | 0.05% | 00.0% | Unchanged |
| Intellus Advisors LLC | 2,241 | $546.9K | 0.10% | +1,050+88.2% | Added |
| Sigma Planning Corp | 2,254 | $550.0K | 0.02% | −72−3.1% | Reduced |
| Berkshire Asset Management LLC | 2,410 | $550.1K | 0.03% | +545+29.2% | Added |
| Alta Advisers Ltd | 2,278 | $555.9K | 0.24% | +700+44.4% | Added |
| National Wealth Management Group, LLC | 2,285 | $557.6K | 0.37% | +2,285 | New |
| Keel Point, LLC | 2,292 | $559.2K | 0.04% | +554+31.9% | Added |
| IHT Wealth Management, LLC | 2,306 | $562.6K | 0.02% | +46+2.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,323 | $566.9K | 0.02% | −2,140−47.9% | Reduced |
| Wela Strategies, Inc. | 2,325 | $567.4K | 0.24% | +2,325 | New |
| Legacy Financial Advisors, Inc. | 2,343 | $571.8K | 0.10% | +26+1.1% | Added |
| Stockman Wealth Management, Inc. | 2,345 | $572.3K | 0.08% | −15−0.6% | Reduced |
| D'Orazio & Associates, Inc. | 2,346 | $572.5K | 0.09% | +11+0.5% | Added |
| PFG Investments, LLC | 2,358 | $575.5K | 0.04% | +316+15.5% | Added |
| Powell Investment Advisors, LLC | 2,359 | $575.7K | 0.28% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,368 | $577.9K | 0.43% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,384 | $581.8K | 0.21% | +1,256+111.3% | Added |
| Fielder Capital Group LLC | 2,386 | $582.1K | 0.17% | +65+2.8% | Added |
| Gryphon Financial Partners LLC | 2,391 | $583.4K | 0.08% | +404+20.3% | Added |
| SWMG, LLC | 2,686 | $588.9K | 0.23% | −24−0.9% | Reduced |
| Advisors Capital Management, LLC | 2,417 | $589.9K | 0.01% | +225+10.3% | Added |
| Great Lakes Advisors, LLC | 2,418 | $590.1K | 0.01% | +234+10.7% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $594.5K | 0.41% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,448 | $597.5K | 0.06% | +2,448 | New |
| Foguth Wealth Management, LLC. | 2,454 | $598.9K | 0.15% | +2,454 | New |
| Spectrum Wealth Advisory Group, LLC | 2,457 | $599.6K | 0.29% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,460 | $600.0K | 0.30% | +35+1.4% | Added |
| LGT Group Foundation | 2,473 | $603.5K | 0.01% | −893−26.5% | Reduced |
| Montag A & Associates Inc | 2,475 | $604.0K | 0.03% | −325−11.6% | Reduced |
| Broderick Brian C | 2,500 | $610.1K | 0.12% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,533 | $614.0K | 0.02% | +2,533 | New |
| IFC Advisors LLC | 2,518 | $614.5K | 0.13% | +2,518 | New |
| Tuttle Tactical Management | 2,530 | $617.4K | 2.71% | +724+40.1% | Added |
| Walter & Keenan Financial Consulting Co | 2,542 | $620.3K | 0.19% | +117+4.8% | Added |
| Delta Financial Group, Inc. | 2,666 | $625.0K | 0.14% | −42−1.6% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $629.6K | 0.59% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,586 | $631.1K | 0.18% | +10+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,587 | $631.4K | 0.04% | +65+2.6% | Added |
| Ofi Invest Asset Management | 2,827 | $638.7K | 0.02% | +236+9.1% | Added |
| Boston Research & Management Inc | 2,620 | $639.4K | 0.16% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,631 | $642.0K | 0.24% | −117−4.3% | Reduced |
| Capital Advisors Inc | 2,643 | $645.0K | 0.01% | −12−0.5% | Reduced |
| Amplius Wealth Advisors, LLC | 2,645 | $645.5K | 0.07% | +5+0.2% | Added |
| Smith, Salley & Associates | 2,649 | $646.4K | 0.04% | +538+25.5% | Added |
| Premier Path Wealth Partners, LLC | 2,664 | $650.2K | 0.10% | +5+0.2% | Added |
| Warther Private Wealth, LLC | 2,700 | $658.9K | 0.22% | −40−1.5% | Reduced |