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 |
|---|---|---|---|---|---|
| Genesee Capital Advisors, LLC | 3,826 | $933.6K | 0.47% | +332+9.5% | Added |
| Aries Wealth Management | 3,837 | $936.3K | 0.25% | −1,762−31.5% | Reduced |
| Stephens Inc | 3,855 | $940.7K | 0.01% | +131+3.5% | Added |
| Parisi Gray Wealth Management | 3,881 | $947.2K | 0.31% | +3,881 | New |
| Napatree Capital LLC | 3,911 | $954.4K | 0.54% | +173+4.6% | Added |
| Farther Finance Advisors, LLC | 3,914 | $955.1K | 0.02% | −222−5.4% | Reduced |
| Massmutual Trust Co FSB | 3,927 | $958.3K | 0.03% | +125+3.3% | Added |
| Essex Investment Management Co LLC | 3,933 | $959.8K | 0.20% | −334−7.8% | Reduced |
| Net Worth Advisory Group | 3,944 | $962.4K | 0.30% | +847+27.3% | Added |
| Allred Capital Management, LLC | 3,945 | $962.8K | 0.38% | −39−1.0% | Reduced |
| McAdam, LLC | 3,948 | $963.4K | 0.06% | +47+1.2% | Added |
| Kondo Wealth Advisors, Inc. | 3,974 | $969.8K | 0.48% | −371−8.5% | Reduced |
| Sowell Financial Services LLC | 4,004 | $977.1K | 0.04% | +4,004 | New |
| Wingate Wealth Advisors, Inc. | 4,022 | $981.5K | 1.13% | 00.0% | Unchanged |
| SFMG, LLC | 4,036 | $984.9K | 0.08% | +67+1.7% | Added |
| AMG National Trust Bank | 4,040 | $985.9K | 0.03% | +190+4.9% | Added |
| Tower Trust & Investment Co | 4,382 | $987.9K | 0.80% | +4,382 | New |
| Atlantic Union Bankshares Corp | 4,058 | $990.3K | 0.06% | +30+0.7% | Added |
| Financial Counselors Inc | 4,074 | $994.2K | 0.02% | +1,160+39.8% | Added |
| GM Advisory Group, Inc. | 4,082 | $996.2K | 0.05% | +12+0.3% | Added |
| Western Wealth Management, LLC | 4,089 | $997.9K | 0.07% | −176−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 4,111 | $1.00M | 0.01% | +2,600+172.1% | Added |
| Nilsine Partners, LLC | 4,170 | $1.02M | 0.11% | −83−2.0% | Reduced |
| Paradigm Financial Partners, LLC | 4,193 | $1.02M | 0.13% | +325+8.4% | Added |
| Csenge Advisory Group | 4,654 | $1.02M | 0.06% | −56−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 4,214 | $1.03M | 0.02% | +1,150+37.5% | Added |
| Legacy Capital Wealth Partners, LLC | 4,220 | $1.03M | 0.25% | −453−9.7% | Reduced |
| Warren Averett Asset Management, LLC | 4,252 | $1.04M | 0.01% | −286−6.3% | Reduced |
| Advance Capital Management, Inc. | 4,295 | $1.05M | 0.05% | +8+0.2% | Added |
| Cito Capital Group, LLC | 4,300 | $1.05M | 0.40% | +1,000+30.3% | Added |
| Sage Mountain Advisors LLC | 4,335 | $1.06M | 0.08% | +874+25.3% | Added |
| Fiduciary Family Office, LLC | 4,341 | $1.06M | 0.35% | +4,341 | New |
| Integrated Wealth Concepts LLC | 4,343 | $1.06M | 0.01% | −599−12.1% | Reduced |
| Trust Co of Toledo NA | 4,386 | $1.07M | 0.14% | −101−2.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,400 | $1.07M | 0.04% | +4,400 | New |
| Texas Capital Bank Wealth Management Services Inc | 4,425 | $1.08M | 0.11% | +1,181+36.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,427 | $1.08M | 0.16% | −42−0.9% | Reduced |
| 1248 Management, LLC | 4,444 | $1.08M | 0.46% | −663−13.0% | Reduced |
| National Asset Management, Inc. | 4,485 | $1.09M | 0.03% | +527+13.3% | Added |
| Board of the Pension Protection Fund | 4,500 | $1.10M | 1.25% | +1,000+28.6% | Added |
| Journey Strategic Wealth LLC | 4,513 | $1.10M | 0.04% | +141+3.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,517 | $1.10M | 0.10% | +47+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 4,537 | $1.11M | 0.28% | −52−1.1% | Reduced |
| Leavell Investment Management, Inc. | 4,543 | $1.11M | 0.05% | −64−1.4% | Reduced |
| Quadcap Wealth Management, LLC | 4,600 | $1.12M | 0.16% | −133−2.8% | Reduced |
| Boltwood Capital Management | 4,622 | $1.13M | 0.34% | −374−7.5% | Reduced |
| Winton Group Ltd | 4,632 | $1.13M | 0.07% | +2,893+166.4% | Added |
| Fjell Capital, LLC | 4,644 | $1.13M | 1.15% | −13−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,645 | $1.13M | 0.48% | −85−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 4,654 | $1.14M | 0.06% | −204−4.2% | Reduced |
| Cascade Financial Partners, LLC | 4,676 | $1.14M | 0.14% | +10+0.2% | Added |
| Belpointe Asset Management LLC | 4,690 | $1.14M | 0.06% | −5,684−54.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $1.15M | 0.23% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 5,196 | $1.15M | 0.10% | +5,196 | New |
| Fullcircle Wealth LLC | 5,245 | $1.16M | 0.48% | +148+2.9% | Added |
| Prime Capital Investment Advisors, LLC | 4,759 | $1.16M | 0.01% | +1,369+40.4% | Added |
| Red Door Wealth Management, LLC | 4,765 | $1.16M | 0.17% | +153+3.3% | Added |
| D.A. Davidson & Co. | 4,772 | $1.16M | 0.01% | −712−13.0% | Reduced |
| Beck Bode, LLC | 4,797 | $1.17M | 0.22% | −5,941−55.3% | Reduced |
| DF Dent & Co Inc | 4,809 | $1.17M | 0.02% | −953−16.5% | Reduced |
| West Family Investments, Inc. | 4,878 | $1.19M | 0.45% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,881 | $1.19M | 0.04% | +246+5.3% | Added |
| Manchester Capital Management LLC | 4,881 | $1.19M | 0.15% | +22+0.5% | Added |
| HM Payson & Co | 4,893 | $1.19M | 0.02% | −42−0.9% | Reduced |
| Charter Trust Co | 4,903 | $1.20M | 0.08% | −23−0.5% | Reduced |
| FORA Capital, LLC | 4,927 | $1.20M | 0.12% | +3,899+379.3% | Added |
| Canandaigua National Bank & Trust Co | 4,933 | $1.20M | 0.12% | −123−2.4% | Reduced |
| Cigna Investments Inc | 4,946 | $1.21M | 0.23% | −98−1.9% | Reduced |
| JGP Wealth Management, LLC | 4,966 | $1.21M | 0.16% | +65+1.3% | Added |
| AlphaCore Capital LLC | 5,037 | $1.23M | 0.10% | +5,037 | New |
| Ameritas Investment Partners, Inc. | 5,043 | $1.23M | 0.04% | −104−2.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $1.23M | 0.12% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.24M | 0.70% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 5,133 | $1.25M | 0.91% | +26+0.5% | Added |
| SkyView Investment Advisors, LLC | 5,165 | $1.26M | 0.19% | +334+6.9% | Added |
| Skopos Labs, Inc. | 5,168 | $1.26M | 0.27% | +1,153+28.7% | Added |
| Hamilton Point Investment Advisors, LLC | 5,174 | $1.26M | 0.23% | +425+8.9% | Added |
| AA Financial Advisors, LLC | 5,201 | $1.27M | 0.31% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,261 | $1.28M | 2.23% | −53,867−91.1% | Reduced |
| CenterBook Partners LP | 5,263 | $1.28M | 0.08% | +5,263 | New |
| NorthRock Partners, LLC | 5,279 | $1.29M | 0.04% | +238+4.7% | Added |
| Dover Advisors, LLC | 5,279 | $1.29M | 0.56% | −95−1.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,292 | $1.29M | 0.36% | −35−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,300 | $1.29M | 0.02% | +418+8.6% | Added |
| We Are One Seven, LLC | 5,302 | $1.29M | 0.05% | −517−8.9% | Reduced |
| Integrated Advisors Network LLC | 5,349 | $1.31M | 0.07% | +505+10.4% | Added |
| Center For Asset Management LLC | 5,387 | $1.31M | 0.80% | −182−3.3% | Reduced |
| West Paces Advisors Inc. | 5,409 | $1.32M | 0.30% | +145+2.8% | Added |
| Concord Asset Management, LLC | 6,033 | $1.32M | 0.29% | −15−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 5,442 | $1.33M | 0.04% | −80−1.4% | Reduced |
| Eqis Capital Management, Inc. | 5,469 | $1.33M | 0.11% | −1,020−15.7% | Reduced |
| Landscape Capital Management, L.L.C. | 5,478 | $1.34M | 0.12% | −5,468−50.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,500 | $1.34M | 0.73% | −5,000−47.6% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.35M | 0.11% | 00.0% | Unchanged |
| AXS Investments LLC | 5,557 | $1.36M | 0.38% | −353−6.0% | Reduced |
| Fidelis Capital Partners, LLC | 6,191 | $1.36M | 0.14% | +6+0.1% | Added |
| Principal Securities, Inc. | 6,422 | $1.36M | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,642 | $1.38M | 0.23% | +948+20.2% | Added |
| Wimmer Associates 1, LLC | 6,158 | $1.38M | 0.73% | −947−13.3% | Reduced |
| Trust Asset Management LLC | 5,662 | $1.38M | 0.11% | −15−0.3% | Reduced |