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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 70,572 | $17.2M | 0.07% | +6,008+9.3% | Added |
| Gotham Asset Management, LLC | 70,357 | $17.2M | 0.14% | −5,432−7.2% | Reduced |
| Quantinno Capital Management LP | 70,063 | $17.1M | 0.11% | +32,089+84.5% | Added |
| Tredje AP-fonden | 69,953 | $17.1M | 0.16% | −52,125−42.7% | Reduced |
| Brown Advisory Inc | 68,944 | $16.8M | 0.02% | −187−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 68,463 | $16.7M | 0.52% | +199+0.3% | Added |
| RMB Capital Management, LLC | 68,164 | $16.6M | 0.41% | −16,413−19.4% | Reduced |
| Yousif Capital Management, LLC | 68,002 | $16.6M | 0.19% | −495−0.7% | Reduced |
| Washington Trust Bank | 67,589 | $16.5M | 1.65% | +4,657+7.4% | Added |
| Ninety One North America, Inc. | 66,677 | $16.3M | 1.10% | +66,677 | New |
| Running Oak Capital LLC | 66,639 | $16.3M | 1.96% | +4,633+7.5% | Added |
| West Coast Financial LLC | 66,483 | $16.2M | 1.85% | −1,332−2.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 66,178 | $16.1M | 1.17% | −1,267−1.9% | Reduced |
| Wealthfront Advisers LLC | 65,722 | $16.0M | 0.04% | +5,992+10.0% | Added |
| Public Employees Retirement Association of Colorado | 65,717 | $16.0M | 0.07% | −129−0.2% | Reduced |
| Alaska Permanent Fund Corp | 70,443 | $15.9M | 0.22% | 00.0% | Unchanged |
| Gabelli Funds LLC | 64,900 | $15.8M | 0.12% | −3,500−5.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 64,679 | $15.8M | 0.40% | +1,911+3.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 64,627 | $15.8M | 0.18% | +24,101+59.5% | Added |
| State of Alaska, Department of Revenue | 64,475 | $15.7M | 0.18% | +1,565+2.5% | Added |
| Rockefeller Capital Management L.P. | 64,454 | $15.7M | 0.04% | −3,253−4.8% | Reduced |
| Capital International Sarl | 64,242 | $15.7M | 0.35% | +3,875+6.4% | Added |
| Annex Advisory Services, LLC | 63,300 | $15.4M | 0.44% | +1,288+2.1% | Added |
| Levin Capital Strategies, L.P. | 62,872 | $15.3M | 1.63% | −2,356−3.6% | Reduced |
| Nissay Asset Management Corp | 61,723 | $15.1M | 0.10% | +674+1.1% | Added |
| Harbour Trust & Investment Management Co | 60,935 | $14.9M | 1.80% | −235−0.4% | Reduced |
| JLB & Associates Inc | 60,869 | $14.9M | 2.07% | −2,885−4.5% | Reduced |
| First American Bank | 60,642 | $14.8M | 1.09% | +339+0.6% | Added |
| Apollon Wealth Management, LLC | 60,580 | $14.8M | 0.33% | −3,263−5.1% | Reduced |
| Lido Advisors, LLC | 60,003 | $14.6M | 0.09% | −3,420−5.4% | Reduced |
| JustInvest LLC | 59,668 | $14.6M | 0.21% | +3,054+5.4% | Added |
| CIBC World Markets Corp | 59,241 | $14.5M | 0.11% | −18,292−23.6% | Reduced |
| Man Group plc | 58,832 | $14.4M | 0.04% | −21,787−27.0% | Reduced |
| iA Global Asset Management Inc. | 58,732 | $14.3M | 0.25% | +48,088+451.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 59,091 | $14.3M | 0.06% | +8,058+15.8% | Added |
| Intech Investment Management LLC | 58,545 | $14.3M | 0.15% | −22,110−27.4% | Reduced |
| Mutual of America Capital Management LLC | 57,116 | $13.9M | 0.16% | −1,720−2.9% | Reduced |
| Azimuth Capital Investment Management LLC | 56,706 | $13.8M | 0.55% | +265+0.5% | Added |
| Brinker Capital Investments, LLC | 55,104 | $13.4M | 0.13% | +2,060+3.9% | Added |
| Orion Portfolio Solutions, LLC | 55,104 | $13.4M | 0.13% | +2,060+3.9% | Added |
| Generali Asset Management SPA SGR | 54,465 | $13.3M | 0.33% | −11,242−17.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 53,903 | $13.2M | 3.25% | +7,037+15.0% | Added |
| Ci Investments Inc. | 52,917 | $12.9M | 0.05% | −3,329−5.9% | Reduced |
| Calamos Wealth Management LLC | 52,736 | $12.9M | 0.64% | +631+1.2% | Added |
| King Luther Capital Management Corp | 52,242 | $12.7M | 0.06% | −2,954−5.4% | Reduced |
| OP Asset Management Ltd | 51,963 | $12.7M | 0.21% | +51,963 | New |
| MML Investors Services, LLC | 50,189 | $12.2M | 0.04% | +2,155+4.5% | Added |
| Edmond de Rothschild Holding S.A. | 49,647 | $12.1M | 0.21% | +3,064+6.6% | Added |
| Mercer Global Advisors Inc | 49,358 | $12.0M | 0.03% | +985+2.0% | Added |
| DuPont Capital Management Corp | 49,071 | $12.0M | 1.33% | +3,198+7.0% | Added |
| Elo Mutual Pension Insurance Co | 48,771 | $11.9M | 0.27% | +3,895+8.7% | Added |
| Hudson Valley Investment Advisors Inc | 48,365 | $11.8M | 1.41% | −1,549−3.1% | Reduced |
| Vontobel Holding Ltd. | 47,455 | $11.6M | 0.04% | +19,074+67.2% | Added |
| Entropy Technologies, LP | 47,314 | $11.5M | 1.12% | +33,036+231.4% | Added |
| Voleon Capital Management LP | 47,050 | $11.5M | 0.90% | −1,267−2.6% | Reduced |
| M&T Bank Corp | 46,639 | $11.4M | 0.04% | +1,280+2.8% | Added |
| Ieq Capital, LLC | 46,542 | $11.4M | 0.09% | +8,022+20.8% | Added |
| Phoenix Holdings Ltd. | 45,029 | $11.0M | 0.17% | −6,288−12.3% | Reduced |
| Blair William & Co | 44,761 | $10.9M | 0.03% | +1,998+4.7% | Added |
| Rakuten Investment Management, Inc. | 44,889 | $10.9M | 0.05% | +44,889 | New |
| Tokio Marine Asset Management Co Ltd | 44,090 | $10.8M | 0.39% | +1,099+2.6% | Added |
| Advisor Group Holdings, Inc. | 43,959 | $10.7M | 0.02% | −11,267−20.4% | Reduced |
| Aquatic Capital Management LLC | 43,938 | $10.7M | 0.27% | −44,114−50.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 42,956 | $10.5M | 0.34% | +39,000+985.8% | Added |
| Oregon Public Employees Retirement Fund | 42,243 | $10.3M | 0.20% | +148+0.4% | Added |
| CIBC Private Wealth Group, LLC | 46,484 | $10.3M | 0.02% | −2,602−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 41,202 | $10.1M | 0.18% | +688+1.7% | Added |
| Sawgrass Asset Management LLC | 40,165 | $9.80M | 1.20% | −1,747−4.2% | Reduced |
| Susquehanna International Group, LLP | 40,089 | $9.78M | 0.02% | −163,471−80.3% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $9.71M | 1.38% | 00.0% | Unchanged |
| Jane Street Group, LLC | 39,602 | $9.66M | 0.02% | +16,212+69.3% | Added |
| BNP Paribas | 39,563 | $9.65M | 0.40% | +8,008+25.4% | Added |
| Mizuho Securities USA LLC | 39,325 | $9.60M | 0.21% | −7,222−15.5% | Reduced |
| Aurdan Capital Management, LLC | 39,283 | $9.59M | 3.61% | −3,259−7.7% | Reduced |
| Stokes Capital Advisors, LLC | 39,194 | $9.56M | 2.43% | +1,228+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 39,184 | $9.56M | 0.08% | +749+1.9% | Added |
| Builder Investment Group Inc | 39,156 | $9.56M | 2.72% | −150−0.4% | Reduced |
| Two Sigma Advisers, LP | 39,121 | $9.55M | 0.02% | −234,979−85.7% | Reduced |
| Marex Group plc | 39,000 | $9.52M | 0.18% | +39,000 | New |
| Umb Bank N A | 38,756 | $9.46M | 0.16% | +36,891+1,978.1% | Added |
| Huntington National Bank | 38,702 | $9.44M | 0.07% | −3,940−9.2% | Reduced |
| Vestcor Inc | 38,552 | $9.41M | 0.32% | −1,824−4.5% | Reduced |
| Quantbot Technologies LP | 38,217 | $9.33M | 0.30% | −26,139−40.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 37,990 | $9.27M | 1.19% | −27,700−42.2% | Reduced |
| Marks Group Wealth Management, Inc | 37,742 | $9.21M | 0.89% | +615+1.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 37,696 | $9.20M | 0.16% | +2,062+5.8% | Added |
| Susquehanna Fundamental Investments, LLC | 37,005 | $9.03M | 0.15% | +37,005 | New |
| Oribel Capital Management, LP | 36,900 | $9.00M | 1.12% | +36,900 | New |
| Bennett Selby Investments LP | 36,437 | $8.89M | 3.51% | −100−0.3% | Reduced |
| Avanza Fonder AB | 36,099 | $8.80M | 0.29% | −2,483−6.4% | Reduced |
| Kinsale Capital Group, Inc. | 35,948 | $8.77M | 2.16% | +5,170+16.8% | Added |
| Achmea Investment Management B.V. | 35,899 | $8.76M | 0.13% | +70+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 36,039 | $8.74M | 0.09% | +939+2.7% | Added |
| Change Path, LLC | 35,374 | $8.63M | 0.26% | +1,326+3.9% | Added |
| CX Institutional | 34,852 | $8.51M | 0.32% | +1,648+5.0% | Added |
| Siemens Fonds Invest GmbH | 34,773 | $8.49M | 0.58% | +1,153+3.4% | Added |
| HRT Financial LP | 34,751 | $8.48M | 0.05% | +187+0.5% | Added |
| GWM Advisors LLC | 34,212 | $8.35M | 0.05% | −824−2.4% | Reduced |
| Auxier Asset Management | 33,973 | $8.29M | 1.24% | −100.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 33,834 | $8.26M | 2.23% | +33,834 | New |