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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 158,423 | $38.7M | 0.54% | +1,294+0.8% | Added |
| STRS Ohio | 157,311 | $38.4M | 0.16% | −1,298−0.8% | Reduced |
| LGT Capital Partners Ltd. | 154,200 | $37.6M | 1.67% | −10,980−6.6% | Reduced |
| US Bancorp | 153,548 | $37.5M | 0.05% | −119−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 148,593 | $36.3M | 0.41% | +3,965+2.7% | Added |
| Forsta Ap-Fonden | 147,600 | $36.0M | 0.27% | −2,900−1.9% | Reduced |
| Arizona State Retirement System | 146,034 | $35.6M | 0.23% | +3,946+2.8% | Added |
| Verition Fund Management LLC | 144,682 | $35.3M | 0.20% | −320,894−68.9% | Reduced |
| Comerica Bank | 144,496 | $35.3M | 0.15% | −5,164−3.5% | Reduced |
| Glenmede Trust Co NA | 143,376 | $35.0M | 0.19% | +500+0.3% | Added |
| State of Michigan Retirement System | 140,675 | $34.3M | 0.20% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 136,164 | $33.2M | 2.56% | −2,543−1.8% | Reduced |
| DnB Asset Management AS | 135,455 | $33.1M | 0.15% | +34,940+34.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 134,316 | $32.8M | 0.79% | −2,751−2.0% | Reduced |
| Canada Pension Plan Investment Board | 132,155 | $32.2M | 0.03% | +8,570+6.9% | Added |
| EULAV Asset Management | 132,000 | $32.2M | 0.80% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 131,337 | $32.1M | 0.14% | −41,050−23.8% | Reduced |
| MetLife Investment Management | 130,539 | $31.9M | 0.17% | −2,465−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 128,275 | $31.3M | 0.06% | +4,726+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 126,930 | $31.0M | 0.14% | −41,563−24.7% | Reduced |
| Corebridge Financial, Inc. | 126,621 | $30.9M | 0.18% | −15,824−11.1% | Reduced |
| CIBC Asset Management Inc | 125,141 | $30.5M | 0.10% | +24,848+24.8% | Added |
| Formuepleje A/S | 123,471 | $30.1M | 1.72% | −21,571−14.9% | Reduced |
| Stock Yards Bank & Trust Co | 122,598 | $29.9M | 1.07% | −797−0.6% | Reduced |
| Choate Investment Advisors | 121,840 | $29.7M | 0.74% | +84+0.1% | Added |
| Walter Public Investments Inc. | 119,126 | $29.1M | 5.42% | +6,184+5.5% | Added |
| Neuberger Berman Group LLC | 117,062 | $28.6M | 0.02% | −12,486−9.6% | Reduced |
| Union Bancaire Privee, UBP SA | 118,911 | $28.5M | 0.56% | +69,314+139.8% | Added |
| ProShare Advisors LLC | 115,841 | $28.3M | 0.06% | +9,776+9.2% | Added |
| Teachers Retirement System of the State of Kentucky | 115,802 | $28.3M | 0.26% | −11,891−9.3% | Reduced |
| Nearwater Capital Markets, Ltd | 114,519 | $27.9M | 0.80% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 114,305 | $27.9M | 0.41% | +114,305 | New |
| Capital Investment Advisors, LLC | 113,378 | $27.7M | 0.54% | +110,333+3,623.4% | Added |
| SG Americas Securities, LLC | 113,016 | $27.6M | 0.09% | +109,535+3,146.7% | Added |
| Czech National Bank | 112,805 | $27.5M | 0.25% | +6,320+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 112,315 | $27.4M | 0.16% | +7,888+7.6% | Added |
| Janney Montgomery Scott LLC | 110,315 | $26.9M | 0.08% | +846+0.8% | Added |
| Sabal Trust CO | 110,182 | $26.9M | 1.49% | +110,182 | New |
| Creative Planning | 109,813 | $26.8M | 0.03% | +10,106+10.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 108,995 | $26.6M | 0.78% | −1,655−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 108,680 | $26.5M | 0.27% | +20,956+23.9% | Added |
| Van Eck Associates Corp | 108,051 | $26.4M | 0.03% | +3,172+3.0% | Added |
| Brown Brothers Harriman & Co | 106,316 | $25.9M | 0.18% | −6,134−5.5% | Reduced |
| Retirement Systems of Alabama | 105,538 | $25.8M | 0.10% | −794−0.7% | Reduced |
| Boston Family Office LLC | 105,501 | $25.7M | 1.82% | −1,663−1.6% | Reduced |
| Cetera Investment Advisers | 104,188 | $25.4M | 0.05% | +11,668+12.6% | Added |
| Compagnie Lombard Odier SCmA | 104,083 | $25.4M | 0.31% | +13,175+14.5% | Added |
| Amalgamated Bank | 103,970 | $25.4M | 0.22% | +453+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 103,551 | $25.3M | 0.05% | +52,218+101.7% | Added |
| Scotia Capital Inc. | 103,096 | $25.2M | 0.13% | +6,368+6.6% | Added |
| Kames Capital plc | 101,675 | $24.8M | 0.36% | −18,735−15.6% | Reduced |
| Captrust Financial Advisors | 101,646 | $24.8M | 0.06% | −28,035−21.6% | Reduced |
| Davenport & Co LLC | 100,875 | $24.6M | 0.15% | +9,819+10.8% | Added |
| Washington Trust Co | 100,820 | $24.6M | 0.94% | −946−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 99,714 | $24.3M | 0.66% | −4,319−4.2% | Reduced |
| Cercano Management LLC | 99,304 | $24.2M | 0.71% | +99,304 | New |
| KBC Group NV | 99,069 | $24.2M | 0.08% | −3,769−3.7% | Reduced |
| Crestwood Advisors Group LLC | 98,842 | $24.1M | 0.46% | −1,500−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 97,996 | $23.9M | 0.03% | +2,485+2.6% | Added |
| Baillie Gifford & Co | 97,682 | $23.8M | 0.02% | −11,237−10.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 97,561 | $23.8M | 0.19% | +16,762+20.7% | Added |
| Natixis | 97,734 | $23.8M | 0.14% | +79,823+445.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 97,025 | $23.7M | 0.08% | +9,293+10.6% | Added |
| Varma Mutual Pension Insurance Co | 96,704 | $23.6M | 0.20% | −10,600−9.9% | Reduced |
| Candriam Luxembourg S.C.A. | 96,023 | $23.4M | 0.15% | −4,128−4.1% | Reduced |
| British Columbia Investment Management Corp | 93,928 | $22.9M | 0.14% | −238−0.3% | Reduced |
| Prudential PLC | 91,713 | $22.4M | 0.11% | −6,431−6.6% | Reduced |
| Railway Pension Investments Ltd | 90,800 | $22.2M | 0.31% | +7,100+8.5% | Added |
| Vancity Investment Management Ltd | 90,232 | $22.0M | 3.02% | +90,232 | New |
| TD Waterhouse Canada Inc. | 89,762 | $21.9M | 0.18% | −5,190−5.5% | Reduced |
| IFM Investors Pty Ltd | 88,154 | $21.5M | 0.23% | −475−0.5% | Reduced |
| QRG Capital Management, Inc. | 87,880 | $21.4M | 0.22% | −6,868−7.2% | Reduced |
| Aptus Capital Advisors, LLC | 87,296 | $21.3M | 0.24% | +8,678+11.0% | Added |
| Carnegie Capital Asset Management, LLC | 94,545 | $21.2M | 0.50% | +161+0.2% | Added |
| Sanctuary Advisors, LLC | 85,604 | $20.9M | 0.15% | −2,194−2.5% | Reduced |
| Swiss Life Asset Management Ltd | 83,839 | $20.5M | 0.15% | +17,349+26.1% | Added |
| Martingale Asset Management L P | 83,247 | $20.3M | 0.52% | −3,410−3.9% | Reduced |
| Atria Investments LLC | 83,117 | $20.3M | 0.26% | −5,638−6.4% | Reduced |
| PGGM Investments | 83,116 | $20.3M | 0.27% | −550−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 82,851 | $20.2M | 0.04% | +9,882+13.5% | Added |
| Wesleyan Assurance Society | 81,926 | $20.0M | 1.49% | 00.0% | Unchanged |
| Alps Advisors Inc | 81,606 | $19.9M | 0.12% | +659+0.8% | Added |
| Utah Retirement Systems | 81,557 | $19.9M | 0.23% | −164−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 81,144 | $19.8M | 0.10% | −4,874−5.7% | Reduced |
| Osborne Partners Capital Management, LLC | 81,062 | $19.8M | 1.14% | −816−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 80,960 | $19.8M | 0.02% | −8,682−9.7% | Reduced |
| Oppenheimer Asset Management Inc. | 80,667 | $19.7M | 0.24% | +10,853+15.5% | Added |
| USS Investment Management Ltd | 79,845 | $19.5M | 0.15% | −15,300−16.1% | Reduced |
| Factory Mutual Insurance Co | 79,400 | $19.4M | 0.22% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 79,039 | $19.3M | 1.30% | −667−0.8% | Reduced |
| Xponance, Inc. | 78,179 | $19.1M | 0.18% | +738+1.0% | Added |
| CIBC World Markets Inc. | 77,829 | $19.0M | 0.04% | +6,276+8.8% | Added |
| L1 Capital International Pty Ltd | 76,869 | $18.8M | 5.16% | +2,230+3.0% | Added |
| Bridges Investment Management Inc | 75,274 | $18.4M | 0.26% | +25,869+52.4% | Added |
| Guggenheim Capital LLC | 74,806 | $18.3M | 0.17% | +3,041+4.2% | Added |
| Nixon Peabody Trust Co | 74,044 | $18.1M | 1.53% | −204−0.3% | Reduced |
| Ethic Inc. | 72,805 | $17.8M | 0.36% | +5,236+7.7% | Added |
| New York Life Investment Management LLC | 72,534 | $17.7M | 0.18% | −290−0.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 71,586 | $17.5M | 0.18% | −322−0.4% | Reduced |
| Torray LLC | 70,815 | $17.3M | 2.57% | −7,062−9.1% | Reduced |