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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 2,059 | $502.5K | 0.19% | +2,059 | New |
| Core Alternative Capital | 2,037 | $497.1K | 0.12% | −19−0.9% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $495.6K | 0.36% | 00.0% | Unchanged |
| Optas, LLC | 2,026 | $494.4K | 0.09% | −44−2.1% | Reduced |
| Andina Capital Management, LLC | 2,025 | $494.2K | 0.35% | +2,025 | New |
| Harvest Fund Management Co., Ltd | 2,025 | $494.0K | 0.02% | +654+47.7% | Added |
| Pure Financial Advisors, Inc. | 2,022 | $493.5K | 0.01% | +462+29.6% | Added |
| Everpar Advisors LLC | 2,018 | $492.5K | 0.26% | −165−7.6% | Reduced |
| OneAscent Family Office, LLC | 2,018 | $492.0K | 0.46% | +2,018 | New |
| Stratos Wealth Partners, LTD. | 2,007 | $490.0K | 0.01% | −1,050−34.3% | Reduced |
| Kornitzer Capital Management Inc | 2,000 | $488.1K | 0.01% | 00.0% | Unchanged |
| S&CO Inc | 2,000 | $488.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,998 | $487.6K | 0.02% | +159+8.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,985 | $484.4K | 0.04% | 00.0% | Unchanged |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,955 | $477.1K | 0.02% | +3+0.2% | Added |
| Gratus Wealth Advisors, LLC | 1,946 | $474.9K | 0.08% | −114−5.5% | Reduced |
| CKW Financial Group | 1,944 | $474.0K | 0.06% | +3+0.2% | Added |
| Prossimo Advisors, LLC | 1,939 | $473.0K | 0.36% | +29+1.5% | Added |
| Opus Capital Group, LLC | 1,926 | $470.0K | 0.06% | +48+2.6% | Added |
| Evoke Wealth, LLC | 1,921 | $468.9K | 0.01% | +269+16.3% | Added |
| Tradewinds, LLC. | 1,918 | $468.0K | 0.13% | −60−3.0% | Reduced |
| Westover Capital Advisors, LLC | 1,881 | $459.0K | 0.10% | +38+2.1% | Added |
| Acima Private Wealth, LLC | 1,881 | $459.0K | 0.16% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,922 | $457.1K | 0.08% | +417+27.7% | Added |
| Cornerstone Advisory, LLC | 2,009 | $455.5K | 0.05% | +302+17.7% | Added |
| Corient IA LLC | 1,860 | $453.9K | 0.32% | +1,860 | New |
| Guardian Wealth Advisors, LLC | 1,858 | $453.4K | 0.04% | +88+5.0% | Added |
| Dynamic Advisor Solutions LLC | 1,857 | $453.1K | 0.01% | +104+5.9% | Added |
| Willow Creek Wealth Management Inc. | 1,854 | $452.4K | 0.04% | +5+0.3% | Added |
| Heritage Wealth Management, Inc. | 1,852 | $451.9K | 0.15% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,850 | $451.5K | 0.09% | +721+63.9% | Added |
| Cypress Capital Group | 1,848 | $451.0K | 0.06% | +848+84.8% | Added |
| Gilbert & Cook, Inc. | 1,846 | $450.5K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,845 | $450.1K | 0.02% | −183−9.0% | Reduced |
| Catalyst Financial Partners LLC | 1,840 | $449.0K | 0.08% | +118+6.9% | Added |
| RDA Financial Network | 1,839 | $448.7K | 0.13% | +67+3.8% | Added |
| Rothschild Investment LLC | 1,838 | $448.5K | 0.03% | +64+3.6% | Added |
| LeClair Wealth Partners LLC | 1,821 | $444.4K | 0.32% | 00.0% | Unchanged |
| Trust Point Inc. | 1,821 | $444.4K | 0.04% | −1,184−39.4% | 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 |
| AGH Wealth Advisors, LLC | 1,805 | $440.5K | 0.42% | −67−3.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,801 | $439.4K | 0.03% | −179−9.0% | Reduced |
| Dillon & Associates Inc | 1,800 | $439.0K | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 1,798 | $438.8K | 0.01% | +180+11.1% | Added |
| Northstar Financial Companies, Inc. | 1,787 | $436.1K | 0.47% | 00.0% | Unchanged |
| Ewa, LLC | 1,781 | $434.7K | 0.16% | +38+2.2% | Added |
| New Hampshire Trust | 1,778 | $433.9K | 0.10% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,770 | $432.0K | 0.02% | −50−2.7% | Reduced |
| Stratos Wealth Advisors, LLC | 1,768 | $431.5K | 0.02% | +83+4.9% | Added |
| Mayport, LLC | 1,768 | $431.4K | 0.12% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,760 | $429.5K | 0.04% | +84+5.0% | Added |
| Main Street Financial Solutions, LLC | 1,758 | $429.0K | 0.04% | +732+71.3% | Added |
| Norris Perne & French LLP | 1,756 | $428.5K | 0.03% | −46−2.6% | Reduced |
| Cahaba Wealth Management, Inc. | 1,754 | $428.1K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,743 | $425.3K | 0.02% | −1,355−43.7% | Reduced |
| Moors & Cabot, Inc. | 1,738 | $424.2K | 0.02% | +48+2.8% | Added |
| SeaCrest Wealth Management, LLC | 1,737 | $423.9K | 0.05% | −228−11.6% | Reduced |
| J.W. Cole Advisors, Inc. | 1,727 | $421.4K | 0.01% | +232+15.5% | Added |
| Clarkston Capital Partners, LLC | 1,725 | $421.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,711 | $417.5K | 0.09% | +2+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 1,708 | $416.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,706 | $416.2K | 0.03% | −39−2.2% | Reduced |
| Asset Allocation & Management Company, LLC | 1,700 | $415.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Investment Partners, Ltd. | 1,690 | $412.4K | 0.17% | +6+0.4% | Added |
| Koshinski Asset Management, Inc. | 1,687 | $411.7K | 0.03% | +30+1.8% | Added |
| RVW Wealth, LLC | 1,681 | $410.2K | 0.04% | +1,681 | New |
| Lockerman Financial Group, Inc. | 1,676 | $409.0K | 0.62% | −8−0.5% | Reduced |
| FSM Wealth Advisors, LLC | 1,673 | $408.2K | 0.09% | +175+11.7% | Added |
| Kinloch Capital, LLC | 1,672 | $408.0K | 0.20% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,669 | $407.2K | 0.05% | +247+17.4% | Added |
| SCS Capital Management LLC | 1,657 | $404.3K | 0.01% | +1,657 | New |
| Geneos Wealth Management Inc. | 1,647 | $401.9K | 0.01% | +323+24.4% | Added |
| Meridian Wealth Advisors, LLC | 1,647 | $401.8K | 0.07% | +3+0.2% | Added |
| Talon Private Wealth, LLC | 1,644 | $401.2K | 0.05% | −64−3.7% | Reduced |
| Bellwether Advisors, LLC | 1,616 | $394.5K | 0.08% | −22,112−93.2% | Reduced |
| Hall Laurie J Trustee | 1,610 | $392.9K | 0.14% | −250−13.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $392.6K | 0.22% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,608 | $392.4K | 0.03% | +20+1.3% | Added |
| Palisades Hudson Asset Management, L.P. | 1,607 | $392.0K | 0.18% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,601 | $390.7K | 0.04% | +34+2.2% | Added |
| Sava Infond d.o.o. | 1,600 | $390.4K | 0.07% | −1,600−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1,599 | $390.2K | 0.06% | +1,599 | New |
| Chicago Partners Investment Group LLC | 1,704 | $388.4K | 0.01% | −147−7.9% | Reduced |
| Carret Asset Management, LLC | 1,590 | $388.0K | 0.04% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,589 | $387.7K | 0.03% | −211−11.7% | Reduced |
| Trust Co of Virginia | 1,585 | $386.8K | 0.04% | 00.0% | Unchanged |
| 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 |
| Angeles Wealth Management, LLC | 1,579 | $385.3K | 0.03% | +149+10.4% | Added |
| Optimize Financial Inc | 1,573 | $383.9K | 0.14% | +1,573 | New |
| 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 |
| Roble, Belko & Company, Inc | 1,566 | $382.0K | 0.06% | −344−18.0% | Reduced |
| VestGen Advisors, LLC | 1,550 | $378.2K | 0.02% | +1,550 | New |
| Veracity Capital LLC | 1,548 | $377.8K | 0.15% | +15+1.0% | Added |