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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 33,779 | $8.24M | 0.26% | +1,157+3.5% | Added |
| Kentucky Retirement Systems | 33,673 | $8.22M | 0.25% | −120−0.4% | Reduced |
| Longbow Finance SA | 33,501 | $8.18M | 0.98% | +33,501 | New |
| Ipswich Investment Management Co., Inc. | 33,091 | $8.08M | 2.00% | −518−1.5% | Reduced |
| NEOS Investment Management LLC | 33,082 | $8.07M | 0.15% | +6,260+23.3% | Added |
| UniSuper Management Pty Ltd | 32,891 | $8.03M | 0.06% | +1,091+3.4% | Added |
| Metis Global Partners, LLC | 32,751 | $7.99M | 0.22% | +3,519+12.0% | Added |
| Illinois Municipal Retirement Fund | 32,733 | $7.99M | 0.12% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 32,719 | $7.98M | 0.50% | +32,719 | New |
| Jump Financial, LLC | 32,520 | $7.94M | 0.12% | −13,045−28.6% | Reduced |
| Pacer Advisors, Inc. | 32,497 | $7.93M | 0.02% | −15,765−32.7% | Reduced |
| Oak Ridge Investments LLC | 32,450 | $7.92M | 0.66% | +1,801+5.9% | Added |
| Groupe la Francaise | 32,164 | $7.83M | 0.17% | +3,443+12.0% | Added |
| Northwestern Mutual Wealth Management Co | 31,614 | $7.71M | 0.01% | −415−1.3% | Reduced |
| Engineers Gate Manager LP | 31,132 | $7.60M | 0.13% | −8,645−21.7% | Reduced |
| Churchill Management Corp | 30,963 | $7.56M | 0.10% | −852−2.7% | Reduced |
| Tower View Investment Management & Research LLC | 30,626 | $7.47M | 4.35% | −473−1.5% | Reduced |
| Capital Fund Management S.A. | 30,255 | $7.38M | 0.09% | +30,255 | New |
| London & Capital Asset Management Ltd | 30,183 | $7.37M | 0.63% | +30,183 | New |
| Hartford Investment Management Co | 30,137 | $7.35M | 0.26% | −312−1.0% | Reduced |
| Financial Engines Advisors L.L.C. | 30,036 | $7.33M | 0.02% | −3,752−11.1% | Reduced |
| Avantax Advisory Services, Inc. | 29,295 | $7.15M | 0.04% | +507+1.8% | Added |
| Colony Group, LLC | 29,138 | $7.11M | 0.02% | +821+2.9% | Added |
| Synovus Financial Corp | 28,917 | $7.06M | 0.09% | −53−0.2% | Reduced |
| Legacy Advisors, LLC | 28,826 | $7.03M | 0.74% | +655+2.3% | Added |
| Snowden Capital Advisors LLC | 28,370 | $6.92M | 0.22% | +1,517+5.6% | Added |
| Callan Family Office, LLC | 28,126 | $6.86M | 0.51% | +1,984+7.6% | Added |
| Capital Planning Advisors, LLC | 28,099 | $6.86M | 1.06% | −279−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 28,016 | $6.84M | 0.24% | −10,713−27.7% | Reduced |
| Exencial Wealth Advisors, LLC | 27,758 | $6.77M | 0.25% | −421−1.5% | Reduced |
| Parcion Private Wealth LLC | 27,583 | $6.73M | 0.55% | +1,645+6.3% | Added |
| AIA Group Ltd | 27,518 | $6.72M | 0.16% | +5,437+24.6% | Added |
| Quantitative Investment Management, LLC | 27,069 | $6.61M | 0.61% | +25,444+1,565.8% | Added |
| Bell Asset Management Ltd | 26,926 | $6.57M | 1.21% | −5,539−17.1% | Reduced |
| Louisiana State Employees Retirement System | 26,400 | $6.44M | 0.13% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 26,359 | $6.43M | 0.23% | −85−0.3% | Reduced |
| Cornerstone Advisors, LLC | 26,300 | $6.42M | 0.28% | 00.0% | Unchanged |
| CWM, LLC | 26,149 | $6.38M | 0.03% | +2,044+8.5% | Added |
| Aviso Financial Inc. | 26,094 | $6.37M | 0.31% | +3,906+17.6% | Added |
| Securian Asset Management, Inc | 26,028 | $6.35M | 0.19% | −367−1.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 25,487 | $6.22M | 1.39% | −13,661−34.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 25,481 | $6.22M | 0.50% | +55+0.2% | Added |
| Triasima Portfolio Management inc. | 25,393 | $6.20M | 1.22% | +60+0.2% | Added |
| NBT Bank N A | 25,305 | $6.18M | 0.45% | −3,343−11.7% | Reduced |
| Bonness Enterprises Inc | 25,300 | $6.17M | 2.01% | −200−0.8% | Reduced |
| Cary Street Partners Financial LLC | 25,189 | $6.15M | 0.19% | −2,741−9.8% | Reduced |
| Stonegate Investment Group, LLC | 25,144 | $6.14M | 0.16% | −56−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 25,068 | $6.12M | 0.16% | +13,327+113.5% | Added |
| Reliant Investment Management, LLC | 24,904 | $6.08M | 3.15% | −35−0.1% | Reduced |
| Capital International Ltd | 24,864 | $6.07M | 0.26% | +1,218+5.2% | Added |
| Harrington Investments, INC | 24,761 | $6.04M | 3.44% | −494−2.0% | Reduced |
| Diversified Trust Co | 24,730 | $6.03M | 0.15% | −939−3.7% | Reduced |
| Investment Management Corp of Ontario | 24,512 | $5.98M | 0.12% | +24,512 | New |
| M&G Plc | 24,503 | $5.98M | 0.03% | −488,486−95.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,482 | $5.97M | 0.02% | −13,479−35.5% | Reduced |
| Vinva Investment Management Ltd | 24,621 | $5.97M | 0.24% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | 00.0% | Unchanged |
| First Manhattan Co | 24,252 | $5.92M | 0.02% | +10,231+73.0% | Added |
| Commerce Bank | 24,047 | $5.87M | 0.04% | −1,429−5.6% | Reduced |
| Norinchukin Bank, The | 23,639 | $5.77M | 0.11% | +2,891+13.9% | Added |
| Commerzbank Aktiengesellschaft | 23,264 | $5.68M | 0.13% | +5,587+31.6% | Added |
| Edgestream Partners, L.P. | 23,225 | $5.67M | 0.19% | +12,215+110.9% | Added |
| Mount Yale Investment Advisors, LLC | 23,199 | $5.66M | 0.49% | −352−1.5% | Reduced |
| Maryland State Retirement & Pension System | 23,056 | $5.63M | 0.13% | −3,472−13.1% | Reduced |
| New Mexico Educational Retirement Board | 22,941 | $5.60M | 0.20% | −500−2.1% | Reduced |
| 1832 Asset Management L.P. | 22,939 | $5.60M | 0.01% | −7,225−24.0% | Reduced |
| BNC Wealth Management, LLC | 22,784 | $5.56M | 2.00% | −1,688−6.9% | Reduced |
| Exchange Traded Concepts, LLC | 22,766 | $5.56M | 0.10% | +7,680+50.9% | Added |
| Benjamin Edwards Inc | 22,598 | $5.51M | 0.08% | +382+1.7% | Added |
| Keybank National Association | 22,576 | $5.51M | 0.02% | −400−1.7% | Reduced |
| Advisors Asset Management, Inc. | 22,133 | $5.40M | 0.10% | −5,916−21.1% | Reduced |
| ING Groep NV | 22,029 | $5.38M | 0.04% | −168−0.8% | Reduced |
| Toroso Investments, LLC | 21,947 | $5.36M | 0.05% | −3,335−13.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 21,685 | $5.29M | 0.34% | −457−2.1% | Reduced |
| E. Ohman J:or Asset Management AB | 21,514 | $5.25M | 0.14% | −750−3.4% | Reduced |
| Ascent Group, LLC | 21,127 | $5.16M | 0.22% | +4,700+28.6% | Added |
| Evelyn Partners Investment Management LLP | 20,960 | $5.11M | 0.17% | −333−1.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 20,728 | $5.06M | 0.33% | +10,818+109.2% | Added |
| Burling Wealth Partners, LLC | 20,700 | $5.05M | 1.06% | +925+4.7% | Added |
| Occidental Asset Management, LLC | 20,472 | $5.00M | 0.75% | +1,113+5.7% | Added |
| Vident Advisory, LLC | 20,437 | $4.99M | 0.07% | +5,460+36.5% | Added |
| Mediolanum International Funds Ltd | 20,530 | $4.98M | 0.07% | −684−3.2% | Reduced |
| Argent Trust Co | 20,389 | $4.98M | 0.20% | +757+3.9% | Added |
| Merit Financial Group, LLC | 20,262 | $4.94M | 0.07% | +2,877+16.5% | Added |
| Hamilton Capital Partners Inc. | 20,102 | $4.91M | 0.31% | +3,344+20.0% | Added |
| RBF Capital, LLC | 20,000 | $4.88M | 0.31% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 19,868 | $4.85M | 0.13% | +1,647+9.0% | Added |
| Lafayette Investments, Inc. | 19,788 | $4.83M | 1.02% | −135−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 19,741 | $4.82M | 0.35% | +304+1.6% | Added |
| Tower Research Capital LLC (TRC) | 19,737 | $4.82M | 0.14% | −11,627−37.1% | Reduced |
| Suncoast Equity Management | 19,732 | $4.82M | 0.54% | +511+2.7% | Added |
| Sustainable Insight Capital Management, LLC | 19,518 | $4.76M | 2.37% | −4,672−19.3% | Reduced |
| Agf Management Ltd | 19,368 | $4.73M | 0.02% | +554+2.9% | Added |
| Essex LLC | 19,170 | $4.68M | 1.01% | −1,618−7.8% | Reduced |
| Geneva Partners, LLC | 19,148 | $4.67M | 2.41% | +19,148 | New |
| Prosperity Consulting Group, LLC | 18,850 | $4.60M | 0.36% | −180−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 18,842 | $4.60M | 0.05% | −467−2.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,784 | $4.58M | 1.81% | −220−1.2% | Reduced |
| Bessemer Group Inc | 18,696 | $4.56M | 0.01% | −9,980−34.8% | Reduced |
| Summit Global Investments | 18,559 | $4.53M | 0.33% | +17,037+1,119.4% | Added |