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 |
|---|---|---|---|---|---|
| Coign Capital Advisors LLC | 2,714 | $662.3K | 0.51% | −21−0.8% | Reduced |
| Avalon Trust Co | 2,714 | $662.3K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,755 | $672.3K | 0.02% | −345−11.1% | Reduced |
| Mattern Capital Management, LLC | 2,766 | $675.0K | 0.09% | +233+9.2% | Added |
| Spirepoint Private Client, LLC | 2,804 | $684.3K | 0.09% | −4−0.1% | Reduced |
| Meritas Wealth Management, LLC | 2,805 | $684.5K | 0.40% | 00.0% | Unchanged |
| James Hambro & Partners | 2,811 | $686.0K | 0.03% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,811 | $686.1K | 0.02% | −289−9.3% | Reduced |
| My Legacy Advisors, LLC | 2,820 | $688.2K | 0.27% | +33+1.2% | Added |
| Archvest Wealth Advisors, Inc. | 2,840 | $693.0K | 0.57% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,854 | $696.4K | 0.12% | +74+2.7% | Added |
| Kearns & Associates LLC | 2,860 | $697.9K | 0.45% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,864 | $698.9K | 0.05% | +56+2.0% | Added |
| Strid Group, LLC | 2,873 | $701.2K | 0.11% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,878 | $702.3K | 0.67% | +533+22.7% | Added |
| Simon Quick Advisors, LLC | 2,898 | $707.2K | 0.04% | +660+29.5% | Added |
| McRae Capital Management Inc | 2,899 | $707.7K | 0.15% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,900 | $708.3K | 0.02% | +337+13.1% | Added |
| Groupama Asset Managment | 2,961 | $717.7K | 0.01% | +1,682+131.5% | Added |
| Aprio Wealth Management, LLC | 2,948 | $719.3K | 0.09% | +602+25.7% | Added |
| Dogwood Wealth Management LLC | 2,948 | $719.4K | 0.38% | +359+13.9% | Added |
| Avestar Capital, LLC | 2,989 | $729.4K | 0.07% | +190+6.8% | Added |
| Equitable Holdings, Inc. | 2,999 | $731.8K | 0.01% | +450+17.7% | Added |
| David Loasby | 3,204 | $733.0K | 0.07% | −89−2.7% | Reduced |
| Delta Investment Management, LLC | 3,009 | $734.4K | 0.15% | −70−2.3% | Reduced |
| ICONIQ Capital, LLC | 3,012 | $735.0K | 0.01% | +267+9.7% | Added |
| Nicolet Bankshares Inc | 3,026 | $738.4K | 0.15% | −1,624−34.9% | Reduced |
| SOL Capital Management CO | 3,030 | $739.0K | 0.08% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,030 | $739.4K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,031 | $739.7K | 0.02% | −559−15.6% | Reduced |
| Vicus Capital | 3,038 | $741.4K | 0.07% | −2−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,386 | $741.7K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,077 | $750.9K | 0.05% | −156−4.8% | Reduced |
| Ellevest, Inc. | 3,082 | $752.1K | 0.05% | +55+1.8% | Added |
| Bill Few Associates, Inc. | 3,135 | $765.0K | 0.27% | −21−0.7% | Reduced |
| Florida Financial Advisors, LLC | 3,147 | $767.7K | 0.30% | +378+13.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,155 | $769.9K | 0.01% | −20,281−86.5% | Reduced |
| OneAscent Financial Services LLC | 3,164 | $772.0K | 0.05% | +970+44.2% | Added |
| Armis Advisers, LLC | 3,451 | $778.1K | 0.07% | +3,451 | New |
| Defined Wealth Management, LLC | 3,198 | $780.4K | 0.52% | +47+1.5% | Added |
| Duncker Streett & Co Inc | 3,200 | $780.9K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,569 | $782.5K | 0.02% | +477+15.4% | Added |
| Empower Advisory Group, LLC | 3,212 | $783.8K | 0.00% | −275−7.9% | Reduced |
| Forum Financial Management, LP | 3,212 | $783.8K | 0.01% | −34−1.0% | Reduced |
| Waller Financial Planning Group, Inc | 3,214 | $784.2K | 0.22% | +12+0.4% | Added |
| Arkadios Wealth Advisors | 3,217 | $785.1K | 0.03% | +343+11.9% | Added |
| Parvin Asset Management, LLC | 3,230 | $788.2K | 0.89% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,235 | $789.4K | 0.01% | +114+3.7% | Added |
| Schear Investment Advisers, LLC | 3,243 | $791.4K | 0.46% | +1,144+54.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $791.6K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,250 | $793.1K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,255 | $794.3K | 0.07% | +268+9.0% | Added |
| Chilton Investment Co LLC | 3,256 | $794.6K | 0.02% | +37+1.1% | Added |
| Ninety One SA (PTY) Ltd | 3,254 | $794.7K | 0.15% | +3,254 | New |
| Proficio Capital Partners LLC | 3,262 | $795.9K | 0.06% | +18+0.6% | Added |
| Aaron Wealth Advisors | 3,288 | $802.4K | 0.09% | +239+7.8% | Added |
| White Pine Investment CO | 3,296 | $804.0K | 0.22% | −445−11.9% | Reduced |
| SRN Advisors, LLC | 3,295 | $804.1K | 0.90% | −102−3.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,304 | $806.3K | 0.01% | −422−11.3% | Reduced |
| Missouri Trust & Investment Co | 3,310 | $807.7K | 0.28% | −407−10.9% | Reduced |
| Quadrature Capital Ltd | 3,317 | $809.4K | 0.02% | +3,317 | New |
| PUREfi Wealth, LLC | 3,324 | $811.2K | 0.81% | +1,726+108.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $813.6K | 0.05% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,343 | $815.9K | 0.03% | +1,717+105.6% | Added |
| Hutchinson Capital Management | 3,395 | $828.5K | 0.16% | −275−7.5% | Reduced |
| Essex Financial Services, Inc. | 3,397 | $828.9K | 0.06% | −3,094−47.7% | Reduced |
| Balyasny Asset Management LLC | 3,404 | $830.7K | 0.00% | −7,270−68.1% | Reduced |
| Allworth Financial LP | 3,822 | $836.8K | 0.00% | −75−1.9% | Reduced |
| CWA Asset Management Group, LLC | 3,435 | $838.2K | 0.04% | +210+6.5% | Added |
| Thrive Wealth Management, LLC | 3,439 | $839.3K | 0.16% | +322+10.3% | Added |
| Level Four Advisory Services, LLC | 3,499 | $854.0K | 0.04% | +2+0.1% | Added |
| Noesis Capital Mangement Corp | 3,500 | $854.1K | 0.17% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $854.1K | 0.28% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,501 | $854.3K | 0.27% | +13+0.4% | Added |
| Mma Asset Management LLC | 3,504 | $855.1K | 0.36% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,513 | $857.3K | 0.01% | +506+16.8% | Added |
| Glenview Trust Co | 3,518 | $858.5K | 0.02% | +1,088+44.8% | Added |
| Rossby Financial, LCC | 3,918 | $859.0K | 0.37% | +509+14.9% | Added |
| Wealthspire Advisors, LLC | 3,538 | $863.5K | 0.01% | +153+4.5% | Added |
| Strategic Blueprint, LLC | 3,581 | $873.9K | 0.05% | −346−8.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,589 | $875.9K | 0.07% | −376−9.5% | Reduced |
| Vista Investment Partners LLC | 3,600 | $878.5K | 0.27% | 00.0% | Unchanged |
| MQS Management LLC | 3,613 | $881.7K | 0.51% | +3,613 | New |
| Westpac Banking Corp | 3,614 | $881.9K | 0.06% | −763−17.4% | Reduced |
| Caldwell Trust Co | 3,616 | $882.4K | 0.09% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,620 | $883.4K | 0.19% | −35,765−90.8% | Reduced |
| Quotient Wealth Partners, LLC | 3,626 | $884.8K | 0.03% | −132−3.5% | Reduced |
| Ashton Thomas Securities, LLC | 3,667 | $894.9K | 0.25% | +39+1.1% | Added |
| Personal Cfo Solutions, LLC | 3,678 | $897.6K | 0.18% | +17+0.5% | Added |
| Founders Financial Securities LLC | 4,077 | $898.8K | 0.08% | +520+14.6% | Added |
| Graypoint LLC | 3,683 | $898.9K | 0.06% | +143+4.0% | Added |
| Shira Ridge Wealth Management | 3,718 | $907.3K | 0.45% | −3−0.1% | Reduced |
| VeraBank, N.A. | 3,749 | $914.9K | 0.26% | +4+0.1% | Added |
| Matthew Goff Investment Advisor, LLC | 3,761 | $917.8K | 0.17% | +12+0.3% | Added |
| Ausdal Financial Partners, Inc. | 3,768 | $919.4K | 0.07% | +197+5.5% | Added |
| Fulton Bank, N.A. | 3,777 | $921.7K | 0.04% | −15−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,783 | $923.2K | 0.53% | +422+12.6% | Added |
| Baker Ellis Asset Management LLC | 3,788 | $924.4K | 0.13% | +1,440+61.3% | Added |
| Frank, Rimerman Advisors LLC | 3,795 | $926.1K | 0.07% | +205+5.7% | Added |
| Atomi Financial Group, Inc. | 3,808 | $929.4K | 0.04% | +517+15.7% | Added |