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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 4,220 | $1.03M | 0.25% | −453−9.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,214 | $1.03M | 0.02% | +1,150+37.5% | Added |
| Csenge Advisory Group | 4,654 | $1.02M | 0.06% | −56−1.2% | Reduced |
| Paradigm Financial Partners, LLC | 4,193 | $1.02M | 0.13% | +325+8.4% | Added |
| Nilsine Partners, LLC | 4,170 | $1.02M | 0.11% | −83−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 4,111 | $1.00M | 0.01% | +2,600+172.1% | Added |
| Western Wealth Management, LLC | 4,089 | $997.9K | 0.07% | −176−4.1% | Reduced |
| GM Advisory Group, Inc. | 4,082 | $996.2K | 0.05% | +12+0.3% | Added |
| Financial Counselors Inc | 4,074 | $994.2K | 0.02% | +1,160+39.8% | Added |
| Atlantic Union Bankshares Corp | 4,058 | $990.3K | 0.06% | +30+0.7% | Added |
| Tower Trust & Investment Co | 4,382 | $987.9K | 0.80% | +4,382 | New |
| AMG National Trust Bank | 4,040 | $985.9K | 0.03% | +190+4.9% | Added |
| SFMG, LLC | 4,036 | $984.9K | 0.08% | +67+1.7% | Added |
| Wingate Wealth Advisors, Inc. | 4,022 | $981.5K | 1.13% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,004 | $977.1K | 0.04% | +4,004 | New |
| Kondo Wealth Advisors, Inc. | 3,974 | $969.8K | 0.48% | −371−8.5% | Reduced |
| McAdam, LLC | 3,948 | $963.4K | 0.06% | +47+1.2% | Added |
| Allred Capital Management, LLC | 3,945 | $962.8K | 0.38% | −39−1.0% | Reduced |
| Net Worth Advisory Group | 3,944 | $962.4K | 0.30% | +847+27.3% | Added |
| Essex Investment Management Co LLC | 3,933 | $959.8K | 0.20% | −334−7.8% | Reduced |
| Massmutual Trust Co FSB | 3,927 | $958.3K | 0.03% | +125+3.3% | Added |
| Farther Finance Advisors, LLC | 3,914 | $955.1K | 0.02% | −222−5.4% | Reduced |
| Napatree Capital LLC | 3,911 | $954.4K | 0.54% | +173+4.6% | Added |
| Parisi Gray Wealth Management | 3,881 | $947.2K | 0.31% | +3,881 | New |
| Stephens Inc | 3,855 | $940.7K | 0.01% | +131+3.5% | Added |
| Aries Wealth Management | 3,837 | $936.3K | 0.25% | −1,762−31.5% | Reduced |
| Genesee Capital Advisors, LLC | 3,826 | $933.6K | 0.47% | +332+9.5% | Added |
| Atomi Financial Group, Inc. | 3,808 | $929.4K | 0.04% | +517+15.7% | Added |
| Frank, Rimerman Advisors LLC | 3,795 | $926.1K | 0.07% | +205+5.7% | Added |
| Baker Ellis Asset Management LLC | 3,788 | $924.4K | 0.13% | +1,440+61.3% | Added |
| Cary Street Partner Investment Advisory LLC | 3,783 | $923.2K | 0.53% | +422+12.6% | Added |
| Fulton Bank, N.A. | 3,777 | $921.7K | 0.04% | −15−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,768 | $919.4K | 0.07% | +197+5.5% | Added |
| Matthew Goff Investment Advisor, LLC | 3,761 | $917.8K | 0.17% | +12+0.3% | Added |
| VeraBank, N.A. | 3,749 | $914.9K | 0.26% | +4+0.1% | Added |
| Shira Ridge Wealth Management | 3,718 | $907.3K | 0.45% | −3−0.1% | Reduced |
| Graypoint LLC | 3,683 | $898.9K | 0.06% | +143+4.0% | Added |
| Founders Financial Securities LLC | 4,077 | $898.8K | 0.08% | +520+14.6% | Added |
| Personal Cfo Solutions, LLC | 3,678 | $897.6K | 0.18% | +17+0.5% | Added |
| Ashton Thomas Securities, LLC | 3,667 | $894.9K | 0.25% | +39+1.1% | Added |
| Quotient Wealth Partners, LLC | 3,626 | $884.8K | 0.03% | −132−3.5% | Reduced |
| Contravisory Investment Management, Inc. | 3,620 | $883.4K | 0.19% | −35,765−90.8% | Reduced |
| Caldwell Trust Co | 3,616 | $882.4K | 0.09% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,614 | $881.9K | 0.06% | −763−17.4% | Reduced |
| MQS Management LLC | 3,613 | $881.7K | 0.51% | +3,613 | New |
| Vista Investment Partners LLC | 3,600 | $878.5K | 0.27% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,589 | $875.9K | 0.07% | −376−9.5% | Reduced |
| Strategic Blueprint, LLC | 3,581 | $873.9K | 0.05% | −346−8.8% | Reduced |
| Wealthspire Advisors, LLC | 3,538 | $863.5K | 0.01% | +153+4.5% | Added |
| Rossby Financial, LCC | 3,918 | $859.0K | 0.37% | +509+14.9% | Added |
| Glenview Trust Co | 3,518 | $858.5K | 0.02% | +1,088+44.8% | Added |
| AE Wealth Management LLC | 3,513 | $857.3K | 0.01% | +506+16.8% | Added |
| Mma Asset Management LLC | 3,504 | $855.1K | 0.36% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,501 | $854.3K | 0.27% | +13+0.4% | Added |
| Noesis Capital Mangement Corp | 3,500 | $854.1K | 0.17% | 00.0% | Unchanged |
| Truefg, LLC | 3,500 | $854.1K | 0.28% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,499 | $854.0K | 0.04% | +2+0.1% | Added |
| Thrive Wealth Management, LLC | 3,439 | $839.3K | 0.16% | +322+10.3% | Added |
| CWA Asset Management Group, LLC | 3,435 | $838.2K | 0.04% | +210+6.5% | Added |
| Allworth Financial LP | 3,822 | $836.8K | 0.00% | −75−1.9% | Reduced |
| Balyasny Asset Management LLC | 3,404 | $830.7K | 0.00% | −7,270−68.1% | Reduced |
| Essex Financial Services, Inc. | 3,397 | $828.9K | 0.06% | −3,094−47.7% | Reduced |
| Hutchinson Capital Management | 3,395 | $828.5K | 0.16% | −275−7.5% | Reduced |
| Pallas Capital Advisors LLC | 3,343 | $815.9K | 0.03% | +1,717+105.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $813.6K | 0.05% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 3,324 | $811.2K | 0.81% | +1,726+108.0% | Added |
| Quadrature Capital Ltd | 3,317 | $809.4K | 0.02% | +3,317 | New |
| Missouri Trust & Investment Co | 3,310 | $807.7K | 0.28% | −407−10.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,304 | $806.3K | 0.01% | −422−11.3% | Reduced |
| SRN Advisors, LLC | 3,295 | $804.1K | 0.90% | −102−3.0% | Reduced |
| White Pine Investment CO | 3,296 | $804.0K | 0.22% | −445−11.9% | Reduced |
| Aaron Wealth Advisors | 3,288 | $802.4K | 0.09% | +239+7.8% | Added |
| Proficio Capital Partners LLC | 3,262 | $795.9K | 0.06% | +18+0.6% | Added |
| Ninety One SA (PTY) Ltd | 3,254 | $794.7K | 0.15% | +3,254 | New |
| Chilton Investment Co LLC | 3,256 | $794.6K | 0.02% | +37+1.1% | Added |
| PDS Planning, Inc | 3,255 | $794.3K | 0.07% | +268+9.0% | Added |
| Rodgers Brothers Inc. | 3,250 | $793.1K | 0.11% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $791.6K | 0.09% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 3,243 | $791.4K | 0.46% | +1,144+54.5% | Added |
| Gateway Investment Advisers LLC | 3,235 | $789.4K | 0.01% | +114+3.7% | Added |
| Parvin Asset Management, LLC | 3,230 | $788.2K | 0.89% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,217 | $785.1K | 0.03% | +343+11.9% | Added |
| Waller Financial Planning Group, Inc | 3,214 | $784.2K | 0.22% | +12+0.4% | Added |
| Forum Financial Management, LP | 3,212 | $783.8K | 0.01% | −34−1.0% | Reduced |
| Empower Advisory Group, LLC | 3,212 | $783.8K | 0.00% | −275−7.9% | Reduced |
| Mutual Advisors, LLC | 3,569 | $782.5K | 0.02% | +477+15.4% | Added |
| Duncker Streett & Co Inc | 3,200 | $780.9K | 0.15% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,198 | $780.4K | 0.52% | +47+1.5% | Added |
| Armis Advisers, LLC | 3,451 | $778.1K | 0.07% | +3,451 | New |
| OneAscent Financial Services LLC | 3,164 | $772.0K | 0.05% | +970+44.2% | Added |
| Schonfeld Strategic Advisors LLC | 3,155 | $769.9K | 0.01% | −20,281−86.5% | Reduced |
| Florida Financial Advisors, LLC | 3,147 | $767.7K | 0.30% | +378+13.7% | Added |
| Bill Few Associates, Inc. | 3,135 | $765.0K | 0.27% | −21−0.7% | Reduced |
| Ellevest, Inc. | 3,082 | $752.1K | 0.05% | +55+1.8% | Added |
| Clarius Group, LLC | 3,077 | $750.9K | 0.05% | −156−4.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,386 | $741.7K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 3,038 | $741.4K | 0.07% | −2−0.1% | Reduced |
| Dakota Wealth Management | 3,031 | $739.7K | 0.02% | −559−15.6% | Reduced |
| North Star Asset Management Inc | 3,030 | $739.4K | 0.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,030 | $739.0K | 0.08% | 00.0% | Unchanged |