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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 10,808 | $2.64M | 0.07% | +210+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,755 | $2.62M | 0.11% | +63+0.6% | Added |
| Greenleaf Trust | 10,716 | $2.62M | 0.02% | +503+4.9% | Added |
| Hills Bank & Trust Co | 10,589 | $2.58M | 0.18% | +236+2.3% | Added |
| Ossiam | 10,454 | $2.55M | 0.04% | −116,367−91.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,441 | $2.55M | 0.04% | +21+0.2% | Added |
| Integrity Alliance, LLC. | 10,398 | $2.54M | 0.10% | +6,888+196.2% | Added |
| Ritholtz Wealth Management | 10,305 | $2.51M | 0.08% | +1,141+12.5% | Added |
| Wealthcare Advisory Partners LLC | 10,250 | $2.50M | 0.07% | −46−0.4% | Reduced |
| TKG Advisors, LLC | 10,231 | $2.50M | 1.23% | −291−2.8% | Reduced |
| Enterprise Bank & Trust Co | 10,219 | $2.49M | 0.96% | +499+5.1% | Added |
| Bryn Mawr Trust Co | 10,139 | $2.47M | 0.05% | −200−1.9% | Reduced |
| Brighton Jones LLC | 10,105 | $2.47M | 0.08% | +1,367+15.6% | Added |
| Regions Financial Corp | 10,025 | $2.45M | 0.02% | −39−0.4% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.44M | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,975 | $2.43M | 0.05% | +485+5.1% | Added |
| Pinnacle Associates Ltd | 9,762 | $2.38M | 0.03% | −198−2.0% | Reduced |
| Hartline Investment Corp | 9,742 | $2.38M | 0.32% | −2,523−20.6% | Reduced |
| Delap Wealth Advisory, LLC | 9,574 | $2.34M | 1.30% | −416−4.2% | Reduced |
| Tealwood Asset Management Inc | 9,538 | $2.33M | 1.08% | −121−1.3% | Reduced |
| Ballentine Partners, LLC | 9,539 | $2.33M | 0.04% | −242−2.5% | Reduced |
| RMR Wealth Builders | 9,499 | $2.32M | 0.24% | +862+10.0% | Added |
| HighPoint Advisor Group LLC | 10,439 | $2.32M | 0.13% | −190−1.8% | Reduced |
| Hilltop Holdings Inc. | 9,419 | $2.30M | 0.14% | +715+8.2% | Added |
| Front Row Advisors LLC | 9,384 | $2.29M | 0.88% | −40−0.4% | Reduced |
| Chatham Capital Group, Inc. | 9,243 | $2.26M | 0.38% | −85−0.9% | Reduced |
| Boothbay Fund Management, LLC | 9,144 | $2.23M | 0.08% | +5,671+163.3% | Added |
| Andra AP-fonden | 9,110 | $2.22M | 0.04% | −26,390−74.3% | Reduced |
| Grimes & Company, Inc. | 8,936 | $2.18M | 0.07% | −135−1.5% | Reduced |
| Qtron Investments LLC | 8,870 | $2.16M | 0.32% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,867 | $2.16M | 0.13% | +807+10.0% | Added |
| Moneta Group Investment Advisors LLC | 8,805 | $2.15M | 0.03% | −339−3.7% | Reduced |
| Souders Financial Advisors | 8,783 | $2.14M | 0.30% | −4,868−35.7% | Reduced |
| TD Private Client Wealth LLC | 8,753 | $2.14M | 0.06% | +134+1.6% | Added |
| MUFG Securities Americas Inc. | 8,694 | $2.12M | 0.25% | +1,443+19.9% | Added |
| Advisory Services Network, LLC | 8,669 | $2.12M | 0.04% | −170−1.9% | Reduced |
| Univest Financial Corp | 8,652 | $2.11M | 0.14% | −251−2.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,649 | $2.11M | 0.59% | 00.0% | Unchanged |
| Wealth Alliance | 8,648 | $2.11M | 0.26% | +410+5.0% | Added |
| Mission Wealth Management, LP | 8,624 | $2.10M | 0.05% | +914+11.9% | Added |
| Jefferies Financial Group Inc. | 8,588 | $2.10M | 0.04% | −387−4.3% | Reduced |
| Brass Tax Wealth Management, Inc | 8,576 | $2.09M | 0.44% | −183−2.1% | Reduced |
| Pensionfund Sabic | 8,500 | $2.07M | 0.62% | −1,500−15.0% | Reduced |
| Pictet Bank & Trust Ltd | 8,395 | $2.05M | 2.50% | +1,699+25.4% | Added |
| Citizens & Northern Corp | 8,333 | $2.03M | 0.57% | +51+0.6% | Added |
| Citizens Financial Group Inc | 8,276 | $2.02M | 0.04% | +199+2.5% | Added |
| EP Wealth Advisors, LLC | 8,268 | $2.02M | 0.02% | +4,687+130.9% | Added |
| Impact Capital Partners LLC | 8,249 | $2.01M | 0.73% | +534+6.9% | Added |
| IAM Advisory, LLC | 8,229 | $2.01M | 0.52% | −13−0.2% | Reduced |
| Savant Capital, LLC | 8,184 | $2.00M | 0.02% | −867−9.6% | Reduced |
| F/M Investments LLC | 8,134 | $1.98M | 0.08% | +8,134 | New |
| Evercore Wealth Management, LLC | 8,095 | $1.98M | 0.03% | −10.0% | Reduced |
| Syon Capital LLC | 8,072 | $1.97M | 0.16% | +445+5.8% | Added |
| Buckingham Strategic Partners | 7,946 | $1.94M | 0.03% | +989+14.2% | Added |
| Adviser Investments LLC | 7,887 | $1.92M | 0.02% | +4+0.1% | Added |
| Dark Forest Capital Management LP | 7,854 | $1.92M | 0.09% | +5,956+313.8% | Added |
| Drake & Associates, LLC | 7,846 | $1.91M | 0.54% | +1,616+25.9% | Added |
| S-Bank Fund Management Ltd | 7,836 | $1.91M | 0.36% | +7,836 | New |
| Lantz Financial LLC | 7,759 | $1.89M | 0.52% | +26+0.3% | Added |
| LS Investment Advisors, LLC | 7,749 | $1.89M | 0.29% | 00.0% | Unchanged |
| Matrix Trust Co | 7,654 | $1.87M | 0.32% | +93+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 7,640 | $1.86M | 0.07% | +6+0.1% | Added |
| Oak Thistle LLC | 7,511 | $1.83M | 0.37% | −2,222−22.8% | Reduced |
| Venturi Wealth Management, LLC | 7,501 | $1.83M | 0.10% | +18+0.2% | Added |
| Wedmont Private Capital | 7,833 | $1.83M | 0.09% | +398+5.4% | Added |
| Ledyard National Bank | 7,482 | $1.83M | 0.18% | +437+6.2% | Added |
| IFP Advisors, Inc | 7,479 | $1.83M | 0.06% | +47+0.6% | Added |
| MAI Capital Management | 7,379 | $1.80M | 0.01% | +106+1.5% | Added |
| Clearstead Advisors, LLC | 7,357 | $1.80M | 0.03% | −659−8.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,353 | $1.79M | 0.24% | −10.0% | Reduced |
| Parallel Advisors, LLC | 7,286 | $1.78M | 0.04% | +286+4.1% | Added |
| Campbell & CO Investment Adviser LLC | 7,254 | $1.77M | 0.14% | +7,254 | New |
| TCTC Holdings, LLC | 7,247 | $1.77M | 0.06% | +49+0.7% | Added |
| First National Trust Co | 7,216 | $1.76M | 0.07% | −904−11.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,181 | $1.75M | 0.09% | +746+11.6% | Added |
| Beverly Hills Private Wealth, LLC | 7,146 | $1.74M | 0.35% | −260−3.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,137 | $1.74M | 0.04% | +1,458+25.7% | Added |
| Penserra Capital Management LLC | 7,136 | $1.74M | 0.03% | +3,593+101.4% | Added |
| Simplicity Wealth,LLC | 7,129 | $1.74M | 0.14% | +5,703+399.9% | Added |
| Boyd Watterson Asset Management LLC | 7,064 | $1.72M | 0.55% | +490+7.5% | Added |
| Mach-1 Financial Group, Inc. | 7,057 | $1.72M | 0.52% | +7,057 | New |
| United Bank | 6,993 | $1.71M | 0.71% | +212+3.1% | Added |
| Norway Savings Bank | 6,957 | $1.70M | 0.97% | −180−2.5% | Reduced |
| Smartleaf Asset Management LLC | 6,975 | $1.69M | 0.16% | +481+7.4% | Added |
| Gries Financial LLC | 6,923 | $1.69M | 0.33% | +249+3.7% | Added |
| Atria Wealth Solutions, Inc. | 6,912 | $1.69M | 0.02% | −2,096−23.3% | Reduced |
| RCS Financial Planning, LLC | 6,904 | $1.68M | 0.89% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 6,870 | $1.68M | 0.67% | +1,114+19.4% | Added |
| US Asset Management LLC | 6,847 | $1.67M | 1.60% | +1,284+23.1% | Added |
| Profund Advisors LLC | 6,841 | $1.67M | 0.07% | −354−4.9% | Reduced |
| Douglas Lane & Associates, LLC | 6,806 | $1.66M | 0.02% | −199−2.8% | Reduced |
| LMCG Investments, LLC | 6,756 | $1.65M | 0.11% | +304+4.7% | Added |
| Ashton Thomas Private Wealth, LLC | 6,716 | $1.64M | 0.06% | +669+11.1% | Added |
| Smithfield Trust Co | 6,679 | $1.63M | 0.08% | −24−0.4% | Reduced |
| Princeton Global Asset Management LLC | 6,668 | $1.63M | 0.32% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,665 | $1.63M | 0.10% | −182−2.7% | Reduced |
| Capital Asset Advisory Services LLC | 6,596 | $1.61M | 0.08% | −3,530−34.9% | Reduced |
| Shelton Capital Management | 6,516 | $1.59M | 0.04% | −82−1.2% | Reduced |
| NorthStar Asset Management LLC | 6,502 | $1.59M | 0.99% | +743+12.9% | Added |
| Edgemoor Investment Advisors, Inc. | 6,449 | $1.57M | 0.14% | 00.0% | Unchanged |