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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, Q2 2025

Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 30, 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
1,610
+2 vs. Q1 2025
Shares held
447.6M
+6.17M (+1.4%) vs. Q1 2025
Total value
$97.3B
−$10.4B (−9.7%) vs. Q1 2025
New holders
131
617 more added
Sold out
129
591 more reduced

19 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,610 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ2 2025: $97.3B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2025.

Institutions holding MRSH in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.2$2620.00%00.0%Unchanged
Y.D. More Investments Ltd448$2880.00%−242−35.1%Reduced
Logan Capital Management Inc4$8750.00%−298−98.7%Reduced
West Branch Capital LLC4$8750.00%00.0%Unchanged
Wood Tarver Financial Group, LLC9$1.00K0.00%00.0%Unchanged
Tobam6$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC5$1.00K0.00%+5New
Redwood Park Advisors LLC5$1.09K0.00%00.0%Unchanged
Rialto Wealth Management, LLC5$1.09K0.00%+3+150.0%Added
Atticus Wealth Management, LLC5$1.09K0.00%+5New
1620 Investment Advisors, Inc.5$1.23K0.00%−1−16.7%Reduced
DecisionPoint Financial, LLC6$1.31K0.00%+6New
Cape Investment Advisory, Inc.7$1.53K0.00%00.0%Unchanged
IMA Wealth, Inc.7$1.53K0.00%+7New
Tradewinds Capital Management, LLC7$1.53K0.00%00.0%Unchanged
Trust Co8$1.75K0.00%00.0%Unchanged
HFM Investment Advisors, LLC8$1.75K0.00%+5+166.7%Added
MPWM Advisory Solutions, LLC9$1.97K0.00%00.0%Unchanged
Rakuten Securities, Inc.9$1.97K0.00%+1+12.5%Added
PayPay Securities Corp9$1.97K0.10%+3+50.0%Added
Quaker Wealth Management, LLC9$1.97K0.00%+9New
BankPlus Trust Department10$2.19K0.00%−6−37.5%Reduced
WestEnd Advisors, LLC10$2.19K0.00%−5−33.3%Reduced
First Command Advisory Services, Inc.11$2.40K0.00%00.0%Unchanged
Evolution Wealth Management Inc.11$2.40K0.00%+11New
Asset Planning,Inc12$2.62K0.00%00.0%Unchanged
American Capital Advisory, LLC12$2.62K0.00%+8+200.0%Added
Financial Perspectives, Inc12$2.65K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.13$2.84K0.00%+7+116.7%Added
MTM Investment Management, LLC13$2.84K0.00%+13New
SJS Investment Consulting Inc.13$2.84K0.00%−10−43.5%Reduced
Crowley Wealth Management, Inc.15$3.28K0.00%00.0%Unchanged
Archer Investment Corp16$3.50K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC17$3.72K0.00%00.0%Unchanged
Main Street Group, LTD17$3.73K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC18$3.94K0.00%+10+125.0%Added
Legacy Wealth Managment, LLC18$3.94K0.00%−7−28.0%Reduced
North Star Investment Management Corp.18$3.94K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC18$3.94K0.00%+18New
Bradley & Co. Private Wealth Management, LLC19$4.15K0.00%00.0%Unchanged
Core Alternative Capital20$4.37K0.00%−2,017−99.0%Reduced
Wolff Wiese Magana LLC20$4.37K0.00%00.0%Unchanged
LGT Financial Advisors LLC21$4.59K0.01%+21New
Highline Wealth Partners LLC21$4.61K0.00%+3+16.7%Added
Stephens Consulting, LLC22$4.81K0.00%+22New
Provenance Wealth Advisors, LLC24$5.25K0.00%00.0%Unchanged
Toth Financial Advisory Corp25$5.47K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC25$5.47K0.00%00.0%Unchanged
Clark Wealth Partners25$5.47K0.00%00.0%Unchanged
Total Investment Management Inc25$5.47K0.00%+25New
Global Wealth Strategies & Associates27$5.90K0.00%+8+42.1%Added
McIlrath & Eck, LLC29$6.34K0.00%00.0%Unchanged
Tacita Capital Inc29$6.34K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC30$6.56K0.00%−13−30.2%Reduced
VSM Wealth Advisory, LLC32$7.00K0.00%+32New
DiNuzzo Private Wealth, Inc.32$7.00K0.00%−2−5.9%Reduced
WealthTrak Capital Management LLC32$7.00K0.01%+1+3.2%Added
Redmont Wealth Advisors LLC33$7.21K0.01%+33New
Raffa Wealth Management, LLC34$7.43K0.00%−17−33.3%Reduced
GPS Wealth Strategies Group, LLC34$7.54K0.00%+1+3.0%Added
Boreal Capital Management LLC36$7.87K0.01%+36New
TFC Financial Management36$7.87K0.00%00.0%Unchanged
TSFG, LLC35$8.00K0.00%+1+2.9%Added
Riggs Asset Managment Co. Inc.37$8.09K0.00%+25+208.3%Added
True Wealth Design, LLC37$8.13K0.00%−5−11.9%Reduced
Alpine Bank Wealth Management38$8.31K0.00%+38New
Bullock Wealth Management Group39$8.49K0.00%00.0%Unchanged
BFSG, LLC39$8.53K0.00%00.0%Unchanged
Crews Bank & Trust39$8.53K0.00%00.0%Unchanged
Westend Capital Management, LLC40$8.75K0.00%+40New
Operose Advisors LLC41$8.96K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC41$8.96K0.00%+3+7.9%Added
Coastline Trust Co42$9.18K0.00%00.0%Unchanged
Bare Financial Services, Inc42$9.18K0.00%+37+740.0%Added
Valued Wealth Advisors LLC42$9.21K0.00%+4+10.5%Added
Pacifica Partners Inc.43$9.33K0.00%+10+30.3%Added
Red Tortoise LLC43$9.40K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC43$9.40K0.01%+23+115.0%Added
Horizons Wealth Management44$9.62K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC45$9.84K0.00%00.0%Unchanged
Investors Research Corp45$9.84K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC45$9.84K0.00%+38+542.9%Added
Kilter Group LLC45$9.84K0.00%+45New
Hughes Financial Services, LLC50$10.2K0.00%−5−9.1%Reduced
Creative Financial Designs Inc48$10.5K0.00%−22−31.4%Reduced
Northwest Capital Management Inc48$10.5K0.01%−10−17.2%Reduced
Binnacle Investments Inc48$10.5K0.01%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd50$11.0K0.00%+4+8.7%Added
Creekmur Asset Management LLC54$11.8K0.00%00.0%Unchanged
Richardson Capital Management LLC55$12.0K0.01%00.0%Unchanged
IMG Wealth Management, Inc.55$12.0K0.01%+55New
Evermay Wealth Management LLC55$12.0K0.00%00.0%Unchanged
Pflug Koory, LLC61$13.3K0.01%00.0%Unchanged
Perritt Capital Management Inc61$13.3K0.01%00.0%Unchanged
Copia Wealth Management62$13.6K0.01%00.0%Unchanged
Transce3nd, LLC63$13.8K0.01%00.0%Unchanged
Avion Wealth65$14.0K0.00%+13+25.0%Added
Field & Main Bank65$14.2K0.00%00.0%Unchanged
Abound Wealth Management70$15.2K0.00%+12+20.7%Added
Aspect Partners, LLC70$15.3K0.01%+7+11.1%Added