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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 6,120 | $1.34M | 0.06% | +21+0.3% | Added |
| Profund Advisors LLC | 6,131 | $1.34M | 0.05% | −710−10.4% | Reduced |
| Exchange Bank | 6,164 | $1.35M | 1.07% | −75−1.2% | Reduced |
| Wimmer Associates 1, LLC | 6,208 | $1.36M | 0.69% | +50+0.8% | Added |
| Eqis Capital Management, Inc. | 6,215 | $1.36M | 0.11% | +746+13.6% | Added |
| Fifth Third Wealth Advisors LLC | 6,260 | $1.37M | 0.06% | −921−12.8% | Reduced |
| DF Dent & Co Inc | 6,271 | $1.37M | 0.02% | +1,462+30.4% | Added |
| Virtus Investment Advisers, Inc. | 6,319 | $1.38M | 0.47% | +6,319 | New |
| United Bank | 6,327 | $1.38M | 0.53% | −666−9.5% | Reduced |
| OmniStar Financial Group, Inc. | 6,335 | $1.38M | 1.04% | +107+1.7% | Added |
| Smartleaf Asset Management LLC | 6,386 | $1.39M | 0.12% | −589−8.4% | Reduced |
| Hudson Bay Capital Management LP | 6,363 | $1.39M | 0.01% | +6,363 | New |
| WSFS Capital Management, LLC | 6,407 | $1.40M | 0.08% | −258−3.9% | Reduced |
| Checchi Capital Advisers, LLC | 6,444 | $1.41M | 0.10% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,448 | $1.41M | 0.09% | +3,051+89.8% | Added |
| Edgemoor Investment Advisors, Inc. | 6,472 | $1.42M | 0.12% | +23+0.4% | Added |
| Shelton Capital Management | 6,485 | $1.42M | 0.03% | −31−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,569 | $1.44M | 0.20% | +6,569 | New |
| GAMMA Investing LLC | 6,575 | $1.44M | 0.09% | +364+5.9% | Added |
| Gries Financial LLC | 6,617 | $1.45M | 0.26% | −306−4.4% | Reduced |
| Smithfield Trust Co | 6,619 | $1.45M | 0.07% | −60−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 6,645 | $1.45M | 0.46% | −419−5.9% | Reduced |
| Venture Visionary Partners LLC | 6,685 | $1.46M | 0.06% | +558+9.1% | Added |
| TD Private Client Wealth LLC | 6,689 | $1.46M | 0.04% | −2,064−23.6% | Reduced |
| Citizens & Northern Corp | 6,705 | $1.47M | 0.39% | −1,628−19.5% | Reduced |
| Douglas Lane & Associates, LLC | 6,777 | $1.48M | 0.02% | −29−0.4% | Reduced |
| Parallel Advisors, LLC | 6,830 | $1.49M | 0.03% | −456−6.3% | Reduced |
| Mach-1 Financial Group, Inc. | 6,841 | $1.50M | 0.44% | −216−3.1% | Reduced |
| US Asset Management LLC | 6,847 | $1.50M | 1.30% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,865 | $1.50M | 0.19% | +1,223+21.7% | Added |
| Norway Savings Bank | 6,892 | $1.51M | 0.77% | −65−0.9% | Reduced |
| RCS Financial Planning, LLC | 6,904 | $1.51M | 0.75% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,945 | $1.52M | 0.29% | −201−2.8% | Reduced |
| Journey Strategic Wealth LLC | 7,034 | $1.54M | 0.05% | +2,521+55.9% | Added |
| Access Financial Services, Inc. | 7,056 | $1.54M | 0.58% | +186+2.7% | Added |
| NorthStar Asset Management LLC | 7,078 | $1.55M | 0.82% | +576+8.9% | Added |
| First National Trust Co | 7,215 | $1.58M | 0.06% | −10.0% | Reduced |
| Venturi Wealth Management, LLC | 7,243 | $1.58M | 0.08% | −258−3.4% | Reduced |
| TCTC Holdings, LLC | 7,247 | $1.58M | 0.05% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 7,296 | $1.60M | 0.24% | −540−6.9% | Reduced |
| CIBC World Markets Inc. | 7,324 | $1.60M | 0.00% | −70,505−90.6% | Reduced |
| Voleon Capital Management LP | 7,385 | $1.61M | 0.09% | −39,665−84.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,403 | $1.62M | 0.19% | +50+0.7% | Added |
| Welch & Forbes LLC | 7,412 | $1.62M | 0.02% | +1,692+29.6% | Added |
| Clifford Swan Investment Counsel LLC | 7,498 | $1.64M | 0.06% | −142−1.9% | Reduced |
| Souders Financial Advisors | 7,518 | $1.64M | 0.21% | −1,265−14.4% | Reduced |
| Univest Financial Corp | 7,576 | $1.66M | 0.10% | −1,076−12.4% | Reduced |
| Wedmont Private Capital | 7,737 | $1.66M | 0.07% | −96−1.2% | Reduced |
| Hartline Investment Corp | 7,591 | $1.66M | 0.19% | −2,151−22.1% | Reduced |
| IFP Advisors, Inc | 6,903 | $1.67M | 0.05% | −576−7.7% | Reduced |
| Matrix Trust Co | 7,654 | $1.67M | 0.27% | 00.0% | Unchanged |
| Banco Santander, S.A. | 7,697 | $1.68M | 0.02% | +1,318+20.7% | Added |
| LS Investment Advisors, LLC | 7,749 | $1.69M | 0.25% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,752 | $1.69M | 0.03% | +1,330+20.7% | Added |
| Lantz Financial LLC | 7,757 | $1.70M | 0.42% | −20.0% | Reduced |
| Citizens Financial Group Inc | 7,790 | $1.70M | 0.03% | −486−5.9% | Reduced |
| Ledyard National Bank | 7,833 | $1.71M | 0.16% | +351+4.7% | Added |
| Advisory Services Network, LLC | 8,653 | $1.72M | 0.03% | −16−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,956 | $1.74M | 0.06% | +1,240+18.5% | Added |
| Triasima Portfolio Management inc. | 8,018 | $1.75M | 0.32% | −17,375−68.4% | Reduced |
| Clearstead Advisors, LLC | 8,087 | $1.77M | 0.02% | +730+9.9% | Added |
| Two Sigma Securities, LLC | 8,094 | $1.77M | 0.22% | +8,094 | New |
| Evercore Wealth Management, LLC | 8,095 | $1.77M | 0.03% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 8,110 | $1.77M | 0.22% | +8,110 | New |
| Prospera Financial Services Inc | 8,166 | $1.79M | 0.03% | +5,266+181.6% | Added |
| Adviser Investments LLC | 8,171 | $1.79M | 0.02% | +284+3.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,205 | $1.79M | 0.04% | +1,068+15.0% | Added |
| MAI Capital Management | 8,217 | $1.80M | 0.01% | +838+11.4% | Added |
| Dumont & Blake Investment Advisors LLC | 8,248 | $1.80M | 0.47% | −401−4.6% | Reduced |
| Pensionfund Sabic | 8,300 | $1.81M | 0.51% | −200−2.4% | Reduced |
| EP Wealth Advisors, LLC | 8,337 | $1.82M | 0.01% | +69+0.8% | Added |
| Impact Capital Partners LLC | 8,371 | $1.83M | 0.60% | +122+1.5% | Added |
| Pictet Bank & Trust Ltd | 8,395 | $1.84M | 2.15% | 00.0% | Unchanged |
| McAdam, LLC | 8,424 | $1.84M | 0.10% | +4,476+113.4% | Added |
| Syon Capital LLC | 8,435 | $1.84M | 0.12% | +363+4.5% | Added |
| Jones Financial Companies LLLP | 8,540 | $1.85M | 0.00% | +2,718+46.7% | Added |
| Savant Capital, LLC | 8,496 | $1.86M | 0.01% | +312+3.8% | Added |
| Shell Asset Management Co | 8,577 | $1.88M | 0.06% | +2,806+48.6% | Added |
| Brass Tax Wealth Management, Inc | 8,582 | $1.88M | 0.36% | +6+0.1% | Added |
| IAM Advisory, LLC | 8,601 | $1.88M | 0.45% | +372+4.5% | Added |
| Mission Wealth Management, LP | 8,653 | $1.89M | 0.04% | +29+0.3% | Added |
| Jump Financial, LLC | 8,826 | $1.93M | 0.02% | −23,694−72.9% | Reduced |
| Grimes & Company, Inc. | 8,829 | $1.93M | 0.05% | −107−1.2% | Reduced |
| Qtron Investments LLC | 8,870 | $1.94M | 0.25% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 8,995 | $1.97M | 0.21% | +8,995 | New |
| Chatham Capital Group, Inc. | 9,008 | $1.97M | 0.30% | −235−2.5% | Reduced |
| Wealth Alliance | 9,171 | $2.01M | 0.22% | +523+6.0% | Added |
| Front Row Advisors LLC | 9,232 | $2.02M | 0.70% | −152−1.6% | Reduced |
| Tealwood Asset Management Inc | 9,263 | $2.02M | 0.90% | −275−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 9,303 | $2.03M | 0.11% | +436+4.9% | Added |
| Hilltop Holdings Inc. | 9,406 | $2.06M | 0.13% | −13−0.1% | Reduced |
| RMR Wealth Builders | 9,433 | $2.06M | 0.19% | −66−0.7% | Reduced |
| Greenleaf Trust | 9,506 | $2.08M | 0.02% | −1,210−11.3% | Reduced |
| Princeton Global Asset Management LLC | 9,551 | $2.09M | 0.38% | +2,883+43.2% | Added |
| Delap Wealth Advisory, LLC | 9,571 | $2.09M | 1.00% | −30.0% | Reduced |
| Nebula Research & Development LLC | 9,651 | $2.11M | 0.18% | +9,651 | New |
| Regions Financial Corp | 9,659 | $2.11M | 0.01% | −366−3.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 9,840 | $2.15M | 0.37% | −2,080−17.4% | Reduced |
| Courier Capital LLC | 9,851 | $2.15M | 0.13% | −1,009−9.3% | Reduced |
| Ballentine Partners, LLC | 9,855 | $2.15M | 0.03% | +316+3.3% | Added |