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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 3,026 | $738.4K | 0.15% | −1,624−34.9% | Reduced |
| ICONIQ Capital, LLC | 3,012 | $735.0K | 0.01% | +267+9.7% | Added |
| Delta Investment Management, LLC | 3,009 | $734.4K | 0.15% | −70−2.3% | Reduced |
| David Loasby | 3,204 | $733.0K | 0.07% | −89−2.7% | Reduced |
| Equitable Holdings, Inc. | 2,999 | $731.8K | 0.01% | +450+17.7% | Added |
| Avestar Capital, LLC | 2,989 | $729.4K | 0.07% | +190+6.8% | Added |
| Dogwood Wealth Management LLC | 2,948 | $719.4K | 0.38% | +359+13.9% | Added |
| Aprio Wealth Management, LLC | 2,948 | $719.3K | 0.09% | +602+25.7% | Added |
| Groupama Asset Managment | 2,961 | $717.7K | 0.01% | +1,682+131.5% | Added |
| Prospera Financial Services Inc | 2,900 | $708.3K | 0.02% | +337+13.1% | Added |
| McRae Capital Management Inc | 2,899 | $707.7K | 0.15% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,898 | $707.2K | 0.04% | +660+29.5% | Added |
| Chesapeake Asset Management LLC | 2,878 | $702.3K | 0.67% | +533+22.7% | Added |
| Strid Group, LLC | 2,873 | $701.2K | 0.11% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,864 | $698.9K | 0.05% | +56+2.0% | Added |
| Kearns & Associates LLC | 2,860 | $697.9K | 0.45% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,854 | $696.4K | 0.12% | +74+2.7% | Added |
| Archvest Wealth Advisors, Inc. | 2,840 | $693.0K | 0.57% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,820 | $688.2K | 0.27% | +33+1.2% | Added |
| Green Harvest Asset Management LLC | 2,811 | $686.1K | 0.02% | −289−9.3% | Reduced |
| James Hambro & Partners | 2,811 | $686.0K | 0.03% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,805 | $684.5K | 0.40% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,804 | $684.3K | 0.09% | −4−0.1% | Reduced |
| Mattern Capital Management, LLC | 2,766 | $675.0K | 0.09% | +233+9.2% | Added |
| Howard Capital Management Inc. | 2,755 | $672.3K | 0.02% | −345−11.1% | Reduced |
| Avalon Trust Co | 2,714 | $662.3K | 0.05% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,714 | $662.3K | 0.51% | −21−0.8% | Reduced |
| Warther Private Wealth, LLC | 2,700 | $658.9K | 0.22% | −40−1.5% | Reduced |
| Premier Path Wealth Partners, LLC | 2,664 | $650.2K | 0.10% | +5+0.2% | Added |
| Smith, Salley & Associates | 2,649 | $646.4K | 0.04% | +538+25.5% | Added |
| Amplius Wealth Advisors, LLC | 2,645 | $645.5K | 0.07% | +5+0.2% | Added |
| Capital Advisors Inc | 2,643 | $645.0K | 0.01% | −12−0.5% | Reduced |
| 44 Wealth Management LLC | 2,631 | $642.0K | 0.24% | −117−4.3% | Reduced |
| Boston Research & Management Inc | 2,620 | $639.4K | 0.16% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 2,827 | $638.7K | 0.02% | +236+9.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,587 | $631.4K | 0.04% | +65+2.6% | Added |
| TFB Advisors LLC | 2,586 | $631.1K | 0.18% | +10+0.4% | Added |
| C2C Wealth Management, LLC | 2,580 | $629.6K | 0.59% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 2,666 | $625.0K | 0.14% | −42−1.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,542 | $620.3K | 0.19% | +117+4.8% | Added |
| Tuttle Tactical Management | 2,530 | $617.4K | 2.71% | +724+40.1% | Added |
| IFC Advisors LLC | 2,518 | $614.5K | 0.13% | +2,518 | New |
| Wolverine Trading, LLC | 2,533 | $614.0K | 0.02% | +2,533 | New |
| Broderick Brian C | 2,500 | $610.1K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,475 | $604.0K | 0.03% | −325−11.6% | Reduced |
| LGT Group Foundation | 2,473 | $603.5K | 0.01% | −893−26.5% | Reduced |
| Eads & Heald Wealth Management | 2,460 | $600.0K | 0.30% | +35+1.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 2,457 | $599.6K | 0.29% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,454 | $598.9K | 0.15% | +2,454 | New |
| Signal Advisors Wealth, LLC | 2,448 | $597.5K | 0.06% | +2,448 | New |
| Aberdeen Wealth Management LLC | 2,436 | $594.5K | 0.41% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,418 | $590.1K | 0.01% | +234+10.7% | Added |
| Advisors Capital Management, LLC | 2,417 | $589.9K | 0.01% | +225+10.3% | Added |
| SWMG, LLC | 2,686 | $588.9K | 0.23% | −24−0.9% | Reduced |
| Gryphon Financial Partners LLC | 2,391 | $583.4K | 0.08% | +404+20.3% | Added |
| Fielder Capital Group LLC | 2,386 | $582.1K | 0.17% | +65+2.8% | Added |
| Advyzon Investment Management, LLC | 2,384 | $581.8K | 0.21% | +1,256+111.3% | Added |
| Patrick M Sweeney & Associates, Inc | 2,368 | $577.9K | 0.43% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,359 | $575.7K | 0.28% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,358 | $575.5K | 0.04% | +316+15.5% | Added |
| D'Orazio & Associates, Inc. | 2,346 | $572.5K | 0.09% | +11+0.5% | Added |
| Stockman Wealth Management, Inc. | 2,345 | $572.3K | 0.08% | −15−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,343 | $571.8K | 0.10% | +26+1.1% | Added |
| Wela Strategies, Inc. | 2,325 | $567.4K | 0.24% | +2,325 | New |
| Oversea-Chinese Banking CORP Ltd | 2,323 | $566.9K | 0.02% | −2,140−47.9% | Reduced |
| IHT Wealth Management, LLC | 2,306 | $562.6K | 0.02% | +46+2.0% | Added |
| Keel Point, LLC | 2,292 | $559.2K | 0.04% | +554+31.9% | Added |
| National Wealth Management Group, LLC | 2,285 | $557.6K | 0.37% | +2,285 | New |
| Alta Advisers Ltd | 2,278 | $555.9K | 0.24% | +700+44.4% | Added |
| Berkshire Asset Management LLC | 2,410 | $550.1K | 0.03% | +545+29.2% | Added |
| Sigma Planning Corp | 2,254 | $550.0K | 0.02% | −72−3.1% | Reduced |
| Intellus Advisors LLC | 2,241 | $546.9K | 0.10% | +1,050+88.2% | Added |
| LGT Fund Management Co Ltd. | 2,240 | $546.6K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 2,239 | $546.4K | 0.02% | −3,418−60.4% | Reduced |
| Atala Financial Inc | 2,202 | $537.4K | 0.40% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,194 | $535.4K | 0.05% | −198−8.3% | Reduced |
| Financial Advocates Investment Management | 2,192 | $534.9K | 0.04% | −62−2.8% | Reduced |
| Evernest Financial Advisors, LLC | 2,174 | $530.6K | 0.19% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,173 | $530.3K | 0.03% | +7+0.3% | Added |
| Good Life Advisors, LLC | 2,172 | $530.1K | 0.04% | −22−1.0% | Reduced |
| Mather Group, LLC. | 2,170 | $529.6K | 0.01% | −54−2.4% | Reduced |
| Fisher Asset Management, LLC | 2,168 | $529.2K | 0.00% | +175+8.8% | Added |
| ARS Investment Partners, LLC | 2,478 | $526.4K | 0.05% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,147 | $523.9K | 0.26% | −190−8.1% | Reduced |
| Citizens Business Bank | 1,096 | $523.7K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,135 | $521.0K | 0.01% | +250+13.3% | Added |
| WestHill Financial Advisors, Inc. | 2,132 | $520.3K | 0.12% | −10−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 2,129 | $519.6K | 0.08% | +36+1.7% | Added |
| Eastern Bank | 2,125 | $518.6K | 0.01% | +264+14.2% | Added |
| Tower Bridge Advisors | 2,123 | $518.1K | 0.06% | −6−0.3% | Reduced |
| Hexagon Capital Partners LLC | 2,121 | $517.6K | 0.10% | +235+12.5% | Added |
| Carolinas Wealth Consulting LLC | 2,117 | $516.5K | 0.11% | +12+0.6% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $512.5K | 0.14% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 2,098 | $512.0K | 0.53% | −96−4.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,098 | $512.0K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,096 | $511.5K | 0.01% | +37+1.8% | Added |
| Congress Asset Management Co | 2,087 | $509.3K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,079 | $507.3K | 0.10% | +178+9.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,073 | $505.9K | 0.03% | +2,073 | New |
| Cynosure Management, LLC | 2,067 | $504.4K | 0.07% | +59+2.9% | Added |