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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 18,540 | $4.52M | 0.02% | +843+4.8% | Added |
| Allstate Corp | 18,079 | $4.41M | 0.13% | +2,274+14.4% | Added |
| Brevan Howard Capital Management LP | 18,016 | $4.40M | 0.12% | −3,194−15.1% | Reduced |
| Brentview Investment Management LLC | 17,996 | $4.39M | 2.34% | +883+5.2% | Added |
| Algert Global LLC | 17,992 | $4.39M | 0.11% | +3,148+21.2% | Added |
| Conning Inc. | 17,833 | $4.35M | 0.15% | −3,114−14.9% | Reduced |
| Walleye Trading LLC | 17,802 | $4.34M | 0.12% | +9,398+111.8% | Added |
| Banque Cantonale Vaudoise | 17,796 | $4.34M | 0.19% | +17,796 | New |
| Morton Community Bank | 17,768 | $4.34M | 1.14% | −695−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 17,690 | $4.32M | 0.06% | +890+5.3% | Added |
| Omers Administration Corp | 17,660 | $4.31M | 0.04% | −2,925−14.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 18,208 | $4.25M | 0.23% | +18,208 | New |
| Trexquant Investment LP | 17,432 | $4.25M | 0.05% | +17,432 | New |
| Becker Capital Management Inc | 17,371 | $4.24M | 0.14% | +130+0.8% | Added |
| Plato Investment Management Ltd | 17,133 | $4.23M | 0.36% | −4,772−21.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 17,292 | $4.22M | 1.03% | −7,585−30.5% | Reduced |
| Resources Investment Advisors, LLC. | 17,238 | $4.21M | 0.05% | −2,695−13.5% | Reduced |
| New Vernon Investment Management LLC | 17,221 | $4.20M | 5.62% | +9,908+135.5% | Added |
| Mechanics Bank Trust Department | 17,204 | $4.20M | 0.57% | −503−2.8% | Reduced |
| Cresset Asset Management, LLC | 17,144 | $4.18M | 0.02% | −658−3.7% | Reduced |
| Empirical Finance, LLC | 17,134 | $4.18M | 0.25% | +258+1.5% | Added |
| Bancreek Capital Management, LP | 16,538 | $4.04M | 6.04% | −10,882−39.7% | Reduced |
| NewEdge Wealth, LLC | 16,491 | $4.02M | 0.07% | −201−1.2% | Reduced |
| American Trust | 16,157 | $3.94M | 0.97% | −5,749−26.2% | Reduced |
| Federated Hermes, Inc. | 16,115 | $3.93M | 0.01% | −300−1.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,049 | $3.92M | 0.26% | −2,773−14.7% | Reduced |
| Heritage Trust Co | 16,011 | $3.91M | 0.47% | −1,268−7.3% | Reduced |
| Everence Capital Management Inc | 15,850 | $3.87M | 0.26% | −270−1.7% | Reduced |
| HB Wealth Management, LLC | 15,827 | $3.86M | 0.03% | +1,800+12.8% | Added |
| XTX Topco Ltd | 15,786 | $3.85M | 0.20% | +14,357+1,004.7% | Added |
| Axxcess Wealth Management, LLC | 15,756 | $3.84M | 0.11% | −5,785−26.9% | Reduced |
| Assenagon Asset Management S.A. | 15,748 | $3.84M | 0.01% | −1,093,010−98.6% | Reduced |
| V-Square Quantitative Management LLC | 15,682 | $3.83M | 0.56% | +179+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,621 | $3.81M | 0.06% | +28+0.2% | Added |
| Alerus Financial NA | 15,600 | $3.81M | 0.30% | −1,069−6.4% | Reduced |
| Larson Financial Group LLC | 15,596 | $3.81M | 0.18% | +2,129+15.8% | Added |
| Tiaa Trust, National Association | 15,527 | $3.79M | 0.01% | +4,557+41.5% | Added |
| Nomura Holdings Inc | 15,493 | $3.78M | 0.02% | −687−4.2% | Reduced |
| Kinneret Advisory, LLC | 15,441 | $3.77M | 0.38% | −53−0.3% | Reduced |
| Spire Wealth Management | 15,339 | $3.74M | 0.12% | +10,778+236.3% | Added |
| Sciencast Management LP | 15,197 | $3.71M | 0.86% | +862+6.0% | Added |
| Kingsview Wealth Management, LLC | 15,010 | $3.66M | 0.07% | −11−0.1% | Reduced |
| Strategic Investment Advisors | 14,968 | $3.65M | 0.39% | −849−5.4% | Reduced |
| First Citizens Bank & Trust Co | 14,942 | $3.65M | 0.09% | −788−5.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,809 | $3.61M | 0.21% | +2,262+18.0% | Added |
| South Dakota Investment Council | 14,652 | $3.58M | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,595 | $3.56M | 0.06% | −1,473−9.2% | Reduced |
| Lindenwold Advisors | 14,424 | $3.52M | 1.96% | +413+2.9% | Added |
| CAPROCK Group, Inc. | 14,360 | $3.50M | 0.11% | +792+5.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,342 | $3.50M | 0.25% | −5,092−26.2% | Reduced |
| United Capital Financial Advisers, LLC | 14,242 | $3.48M | 0.03% | +482+3.5% | Added |
| NJ State Employees Deferred Compensation Plan | 14,100 | $3.44M | 0.44% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,069 | $3.43M | 0.04% | +2,632+23.0% | Added |
| Union Heritage Capital, LLC | 14,064 | $3.43M | 1.28% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 13,951 | $3.40M | 0.28% | +1,256+9.9% | Added |
| Sumitomo Life Insurance Co | 13,791 | $3.37M | 0.12% | −54−0.4% | Reduced |
| Hantz Financial Services, Inc. | 13,729 | $3.35M | 0.06% | +474+3.6% | Added |
| Quadrant Capital Group LLC | 13,695 | $3.34M | 0.12% | +4,541+49.6% | Added |
| Freestone Capital Holdings, LLC | 13,661 | $3.33M | 0.12% | −36−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 13,578 | $3.31M | 0.46% | −3,943−22.5% | Reduced |
| Accurate Wealth Management, LLC | 14,086 | $3.29M | 0.63% | −144−1.0% | Reduced |
| Vectors Research Management, LLC | 13,402 | $3.27M | 1.14% | +3,904+41.1% | Added |
| TownSquare Capital, LLC | 13,354 | $3.26M | 0.03% | +1,593+13.5% | Added |
| Summit Financial, LLC | 13,174 | $3.21M | 0.09% | +150+1.2% | Added |
| Miracle Mile Advisors, LLC | 13,172 | $3.21M | 0.06% | +388+3.0% | Added |
| Dynasty Wealth Management, LLC | 13,130 | $3.20M | 0.05% | −525−3.8% | Reduced |
| Moran Wealth Management, LLC | 13,089 | $3.19M | 0.11% | +1,463+12.6% | Added |
| Oddo BHF Asset Management SAS | 13,039 | $3.18M | 0.13% | +535+4.3% | Added |
| Empowered Funds, LLC | 12,994 | $3.17M | 0.05% | +1,830+16.4% | Added |
| Quest Partners LLC | 12,937 | $3.16M | 0.34% | +4,202+48.1% | Added |
| River Wealth Advisors LLC | 12,895 | $3.15M | 0.44% | −617−4.6% | Reduced |
| Private Advisor Group, LLC | 12,808 | $3.13M | 0.02% | +146+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 12,807 | $3.13M | 0.91% | +23+0.2% | Added |
| Kimelman & Baird, LLC | 12,795 | $3.12M | 0.27% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,564 | $3.07M | 0.01% | +81+0.6% | Added |
| Moody National Bank Trust Division | 12,488 | $3.05M | 0.32% | +83+0.7% | Added |
| Fiduciary Trust Co | 12,473 | $3.04M | 0.04% | +334+2.8% | Added |
| Te Ahumairangi Investment Management Ltd | 12,461 | $3.04M | 0.64% | +1,066+9.4% | Added |
| Coldstream Capital Management Inc | 12,360 | $3.02M | 0.06% | +419+3.5% | Added |
| Horizon Investments, LLC | 12,361 | $3.01M | 0.09% | +792+6.8% | Added |
| Bouvel Investment Partners, LLC | 13,473 | $3.01M | 1.14% | −153−1.1% | Reduced |
| Congress Wealth Management LLC | 12,370 | $2.99M | 0.04% | +3,682+42.4% | Added |
| Prescott Group Capital Management, L.L.C. | 12,055 | $2.94M | 0.43% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,982 | $2.92M | 0.13% | +1,222+11.4% | Added |
| Private Trust Co NA | 11,982 | $2.92M | 0.30% | −567−4.5% | Reduced |
| Pitcairn Co | 11,955 | $2.92M | 0.18% | −1,625−12.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 11,920 | $2.91M | 0.54% | −8,350−41.2% | Reduced |
| Kestra Private Wealth Services, LLC | 11,839 | $2.89M | 0.05% | +840+7.6% | Added |
| HBK Sorce Advisory LLC | 11,742 | $2.87M | 0.08% | −357−3.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,701 | $2.86M | 0.03% | +343+3.0% | Added |
| G&S Capital LLC | 11,624 | $2.84M | 1.20% | −1,088−8.6% | Reduced |
| PFG Advisors | 11,599 | $2.83M | 0.16% | +4,004+52.7% | Added |
| TCW Group Inc | 11,438 | $2.79M | 0.02% | +72+0.6% | Added |
| United Services Automobile Association | 11,302 | $2.74M | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,142 | $2.72M | 0.07% | +3,209+40.5% | Added |
| Machina Capital S.A.S. | 11,035 | $2.69M | 0.80% | +4,649+72.8% | Added |
| Value Partners Investments Inc. | 11,007 | $2.69M | 0.23% | +670+6.5% | Added |
| Bokf, NA | 10,969 | $2.68M | 0.05% | −1,474−11.8% | Reduced |
| Courier Capital LLC | 10,860 | $2.65M | 0.17% | +3,531+48.2% | Added |
| Delta Global Management LP | 10,825 | $2.64M | 0.19% | +10,825 | New |