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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 6,444 | $1.57M | 0.11% | +94+1.5% | Added |
| Banco Santander, S.A. | 6,379 | $1.56M | 0.02% | −80,243−92.6% | Reduced |
| Matauro, LLC | 6,322 | $1.54M | 0.31% | +6,322 | New |
| Kathmere Capital Management, LLC | 6,311 | $1.54M | 0.13% | +941+17.5% | Added |
| Lester Murray Antman dba SimplyRich | 6,242 | $1.52M | 0.44% | 00.0% | Unchanged |
| Exchange Bank | 6,239 | $1.52M | 1.23% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 6,228 | $1.52M | 1.20% | +3,077+97.7% | Added |
| GAMMA Investing LLC | 6,211 | $1.52M | 0.11% | +1,507+32.0% | Added |
| Venture Visionary Partners LLC | 6,127 | $1.50M | 0.06% | −72−1.2% | Reduced |
| Chesley Taft & Associates LLC | 6,099 | $1.49M | 0.07% | −367−5.7% | Reduced |
| Sagespring Wealth Partners, LLC | 6,085 | $1.48M | 0.04% | +835+15.9% | Added |
| Thompson Siegel & Walmsley LLC | 6,055 | $1.48M | 0.03% | −1,119−15.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.48M | 0.51% | +6,053 | New |
| Concord Wealth Partners | 6,048 | $1.48M | 0.24% | −107−1.7% | Reduced |
| Peapack Gladstone Financial Corp | 5,916 | $1.44M | 0.02% | +14+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 5,905 | $1.44M | 0.08% | −48−0.8% | Reduced |
| Ostrum Asset Management | 5,873 | $1.43M | 0.08% | −155−2.6% | Reduced |
| Prosperity Financial Group, Inc. | 5,855 | $1.43M | 0.71% | +98+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 5,828 | $1.42M | 0.03% | −333−5.4% | Reduced |
| Oppenheimer & Co Inc | 5,826 | $1.42M | 0.02% | +323+5.9% | Added |
| Louisbourg Investments Inc. | 8,179 | $1.41M | 0.38% | −32−0.4% | Reduced |
| Jones Financial Companies LLLP | 5,822 | $1.41M | 0.00% | +1,542+36.0% | Added |
| Shell Asset Management Co | 5,771 | $1.41M | 0.07% | +36+0.6% | Added |
| Ironwood Investment Counsel, LLC | 5,749 | $1.40M | 0.24% | +53+0.9% | Added |
| EverSource Wealth Advisors, LLC | 5,735 | $1.40M | 0.08% | +693+13.7% | Added |
| Elmwood Wealth Management, Inc. | 5,722 | $1.40M | 0.57% | −394−6.4% | Reduced |
| Welch & Forbes LLC | 5,720 | $1.40M | 0.02% | −2,896−33.6% | Reduced |
| Trust Asset Management LLC | 5,662 | $1.38M | 0.11% | −15−0.3% | Reduced |
| Wimmer Associates 1, LLC | 6,158 | $1.38M | 0.73% | −947−13.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,642 | $1.38M | 0.23% | +948+20.2% | Added |
| Principal Securities, Inc. | 6,422 | $1.36M | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,191 | $1.36M | 0.14% | +6+0.1% | Added |
| AXS Investments LLC | 5,557 | $1.36M | 0.38% | −353−6.0% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.35M | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,500 | $1.34M | 0.73% | −5,000−47.6% | Reduced |
| Landscape Capital Management, L.L.C. | 5,478 | $1.34M | 0.12% | −5,468−50.0% | Reduced |
| Eqis Capital Management, Inc. | 5,469 | $1.33M | 0.11% | −1,020−15.7% | Reduced |
| Valeo Financial Advisors, LLC | 5,442 | $1.33M | 0.04% | −80−1.4% | Reduced |
| Concord Asset Management, LLC | 6,033 | $1.32M | 0.29% | −15−0.2% | Reduced |
| West Paces Advisors Inc. | 5,409 | $1.32M | 0.30% | +145+2.8% | Added |
| Center For Asset Management LLC | 5,387 | $1.31M | 0.80% | −182−3.3% | Reduced |
| Integrated Advisors Network LLC | 5,349 | $1.31M | 0.07% | +505+10.4% | Added |
| We Are One Seven, LLC | 5,302 | $1.29M | 0.05% | −517−8.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,300 | $1.29M | 0.02% | +418+8.6% | Added |
| Legacy Wealth Asset Management, LLC | 5,292 | $1.29M | 0.36% | −35−0.7% | Reduced |
| Dover Advisors, LLC | 5,279 | $1.29M | 0.56% | −95−1.8% | Reduced |
| NorthRock Partners, LLC | 5,279 | $1.29M | 0.04% | +238+4.7% | Added |
| CenterBook Partners LP | 5,263 | $1.28M | 0.08% | +5,263 | New |
| Strategic Wealth Designers | 5,261 | $1.28M | 2.23% | −53,867−91.1% | Reduced |
| AA Financial Advisors, LLC | 5,201 | $1.27M | 0.31% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 5,174 | $1.26M | 0.23% | +425+8.9% | Added |
| Skopos Labs, Inc. | 5,168 | $1.26M | 0.27% | +1,153+28.7% | Added |
| SkyView Investment Advisors, LLC | 5,165 | $1.26M | 0.19% | +334+6.9% | Added |
| Broadway Wealth Solutions, Inc. | 5,133 | $1.25M | 0.91% | +26+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.24M | 0.70% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $1.23M | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,043 | $1.23M | 0.04% | −104−2.0% | Reduced |
| AlphaCore Capital LLC | 5,037 | $1.23M | 0.10% | +5,037 | New |
| JGP Wealth Management, LLC | 4,966 | $1.21M | 0.16% | +65+1.3% | Added |
| Cigna Investments Inc | 4,946 | $1.21M | 0.23% | −98−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 4,933 | $1.20M | 0.12% | −123−2.4% | Reduced |
| FORA Capital, LLC | 4,927 | $1.20M | 0.12% | +3,899+379.3% | Added |
| Charter Trust Co | 4,903 | $1.20M | 0.08% | −23−0.5% | Reduced |
| HM Payson & Co | 4,893 | $1.19M | 0.02% | −42−0.9% | Reduced |
| Manchester Capital Management LLC | 4,881 | $1.19M | 0.15% | +22+0.5% | Added |
| Independent Advisor Alliance | 4,881 | $1.19M | 0.04% | +246+5.3% | Added |
| West Family Investments, Inc. | 4,878 | $1.19M | 0.45% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,809 | $1.17M | 0.02% | −953−16.5% | Reduced |
| Beck Bode, LLC | 4,797 | $1.17M | 0.22% | −5,941−55.3% | Reduced |
| D.A. Davidson & Co. | 4,772 | $1.16M | 0.01% | −712−13.0% | Reduced |
| Red Door Wealth Management, LLC | 4,765 | $1.16M | 0.17% | +153+3.3% | Added |
| Prime Capital Investment Advisors, LLC | 4,759 | $1.16M | 0.01% | +1,369+40.4% | Added |
| Fullcircle Wealth LLC | 5,245 | $1.16M | 0.48% | +148+2.9% | Added |
| Bridgewater Advisors Inc. | 5,196 | $1.15M | 0.10% | +5,196 | New |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $1.15M | 0.23% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,690 | $1.14M | 0.06% | −5,684−54.8% | Reduced |
| Cascade Financial Partners, LLC | 4,676 | $1.14M | 0.14% | +10+0.2% | Added |
| Connecticut Wealth Management, LLC | 4,654 | $1.14M | 0.06% | −204−4.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,645 | $1.13M | 0.48% | −85−1.8% | Reduced |
| Fjell Capital, LLC | 4,644 | $1.13M | 1.15% | −13−0.3% | Reduced |
| Winton Group Ltd | 4,632 | $1.13M | 0.07% | +2,893+166.4% | Added |
| Boltwood Capital Management | 4,622 | $1.13M | 0.34% | −374−7.5% | Reduced |
| Quadcap Wealth Management, LLC | 4,600 | $1.12M | 0.16% | −133−2.8% | Reduced |
| Leavell Investment Management, Inc. | 4,543 | $1.11M | 0.05% | −64−1.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,537 | $1.11M | 0.28% | −52−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,517 | $1.10M | 0.10% | +47+1.1% | Added |
| Journey Strategic Wealth LLC | 4,513 | $1.10M | 0.04% | +141+3.2% | Added |
| Board of the Pension Protection Fund | 4,500 | $1.10M | 1.25% | +1,000+28.6% | Added |
| National Asset Management, Inc. | 4,485 | $1.09M | 0.03% | +527+13.3% | Added |
| 1248 Management, LLC | 4,444 | $1.08M | 0.46% | −663−13.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,427 | $1.08M | 0.16% | −42−0.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,425 | $1.08M | 0.11% | +1,181+36.4% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,400 | $1.07M | 0.04% | +4,400 | New |
| Trust Co of Toledo NA | 4,386 | $1.07M | 0.14% | −101−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,343 | $1.06M | 0.01% | −599−12.1% | Reduced |
| Fiduciary Family Office, LLC | 4,341 | $1.06M | 0.35% | +4,341 | New |
| Sage Mountain Advisors LLC | 4,335 | $1.06M | 0.08% | +874+25.3% | Added |
| Cito Capital Group, LLC | 4,300 | $1.05M | 0.40% | +1,000+30.3% | Added |
| Advance Capital Management, Inc. | 4,295 | $1.05M | 0.05% | +8+0.2% | Added |
| Warren Averett Asset Management, LLC | 4,252 | $1.04M | 0.01% | −286−6.3% | Reduced |