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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 9,886 | $2.16M | 0.29% | −5,796−37.0% | Reduced |
| Pinnacle Associates Ltd | 9,892 | $2.16M | 0.03% | +130+1.3% | Added |
| Wealthcare Advisory Partners LLC | 9,930 | $2.17M | 0.05% | −320−3.1% | Reduced |
| Cresset Asset Management, LLC | 9,947 | $2.17M | 0.01% | −7,197−42.0% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.19M | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,096 | $2.21M | 0.04% | +121+1.2% | Added |
| HighPoint Advisor Group LLC | 10,105 | $2.21M | 0.12% | −334−3.2% | Reduced |
| Wetherby Asset Management Inc | 10,145 | $2.22M | 0.10% | +10,145 | New |
| Brighton Jones LLC | 10,194 | $2.23M | 0.06% | +89+0.9% | Added |
| Enterprise Bank & Trust Co | 10,201 | $2.23M | 0.83% | −18−0.2% | Reduced |
| Bryn Mawr Trust Co | 10,207 | $2.23M | 0.04% | +68+0.7% | Added |
| Pitcairn Co | 10,241 | $2.24M | 0.15% | −1,714−14.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,378 | $2.27M | 0.03% | −63−0.6% | Reduced |
| Summit Trail Advisors, LLC | 10,484 | $2.29M | 0.04% | +10,484 | New |
| Ritholtz Wealth Management | 10,634 | $2.33M | 0.05% | +329+3.2% | Added |
| Hills Bank & Trust Co | 10,675 | $2.33M | 0.15% | +86+0.8% | Added |
| TKG Advisors, LLC | 10,695 | $2.34M | 1.05% | +464+4.5% | Added |
| Virtu Financial LLC | 10,708 | $2.34M | 0.12% | +10,708 | New |
| MUFG Securities Americas Inc. | 10,920 | $2.39M | 0.20% | +2,226+25.6% | Added |
| Bokf, NA | 10,924 | $2.39M | 0.04% | −45−0.4% | Reduced |
| First Citizens Bank & Trust Co | 10,925 | $2.39M | 0.04% | −4,017−26.9% | Reduced |
| Peak Financial Advisors LLC | 10,934 | $2.39M | 1.22% | +10,934 | New |
| HBK Sorce Advisory LLC | 11,056 | $2.42M | 0.07% | −686−5.8% | Reduced |
| Financial Engines Advisors L.L.C. | 11,316 | $2.47M | 0.00% | −18,720−62.3% | Reduced |
| G&S Capital LLC | 11,456 | $2.50M | 0.99% | −168−1.4% | Reduced |
| TCW Group Inc | 11,594 | $2.53M | 0.02% | +156+1.4% | Added |
| Soundwatch Capital LLC | 2,565,037 | $2.54M | 0.54% | +2,565,037 | New |
| Howland Capital Management LLC | 11,682 | $2.55M | 0.10% | −300−2.5% | Reduced |
| HRT Financial LP | 11,820 | $2.58M | 0.01% | −22,931−66.0% | Reduced |
| Value Partners Investments Inc. | 11,907 | $2.60M | 0.20% | +900+8.2% | Added |
| Kestra Advisory Services, LLC | 11,889 | $2.60M | 0.01% | −6,651−35.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,895 | $2.60M | 0.31% | −160−1.3% | Reduced |
| Moody National Bank Trust Division | 12,140 | $2.65M | 0.24% | −348−2.8% | Reduced |
| Private Advisor Group, LLC | 12,385 | $2.71M | 0.01% | −423−3.3% | Reduced |
| Drake & Associates, LLC | 12,391 | $2.71M | 0.66% | +4,545+57.9% | Added |
| River Wealth Advisors LLC | 12,591 | $2.75M | 0.34% | −304−2.4% | Reduced |
| Everence Capital Management Inc | 12,630 | $2.76M | 0.18% | −3,220−20.3% | Reduced |
| Summit Financial, LLC | 12,637 | $2.76M | 0.06% | −537−4.1% | Reduced |
| Concurrent Investment Advisors, LLC | 12,793 | $2.80M | 0.05% | +1,651+14.8% | Added |
| Kimelman & Baird, LLC | 12,795 | $2.80M | 0.23% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,912 | $2.82M | 0.04% | +1,073+9.1% | Added |
| Congress Wealth Management LLC | 12,918 | $2.82M | 0.03% | +548+4.4% | Added |
| Fiduciary Trust Co | 12,930 | $2.83M | 0.03% | +457+3.7% | Added |
| Vectors Research Management, LLC | 13,108 | $2.87M | 0.98% | −294−2.2% | Reduced |
| Empowered Funds, LLC | 13,124 | $2.87M | 0.03% | +130+1.0% | Added |
| Sumitomo Life Insurance Co | 13,221 | $2.89M | 0.20% | −570−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,319 | $2.91M | 0.01% | +755+6.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,413 | $2.93M | 0.20% | −929−6.5% | Reduced |
| Miracle Mile Advisors, LLC | 13,419 | $2.93M | 0.05% | +247+1.9% | Added |
| Federated Hermes, Inc. | 13,518 | $2.96M | 0.01% | −2,597−16.1% | Reduced |
| Moran Wealth Management, LLC | 13,566 | $2.97M | 0.09% | +477+3.6% | Added |
| Red Cedar Investment Management, LLC | 13,578 | $2.97M | 0.37% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 13,589 | $2.97M | 0.05% | +1,229+9.9% | Added |
| Simplicity Wealth,LLC | 13,631 | $2.98M | 0.12% | +6,502+91.2% | Added |
| Freestone Capital Holdings, LLC | 13,635 | $2.98M | 0.10% | −26−0.2% | Reduced |
| Bouvel Investment Partners, LLC | 13,639 | $2.98M | 1.01% | +166+1.2% | Added |
| Accurate Wealth Management, LLC | 13,915 | $2.99M | 0.46% | −171−1.2% | Reduced |
| Hantz Financial Services, Inc. | 13,710 | $3.00M | 0.05% | −19−0.1% | Reduced |
| Icon Wealth Advisors, LLC | 13,896 | $3.04M | 0.22% | −55−0.4% | Reduced |
| SG Americas Securities, LLC | 13,967 | $3.05M | 0.01% | −99,049−87.6% | Reduced |
| Beacon Pointe Advisors, LLC | 13,983 | $3.06M | 0.03% | −86−0.6% | Reduced |
| Union Heritage Capital, LLC | 14,064 | $3.07M | 1.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,088 | $3.08M | 0.02% | −154−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,100 | $3.08M | 0.36% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 14,111 | $3.09M | 0.02% | −1,716−10.8% | Reduced |
| Oak Thistle LLC | 14,257 | $3.12M | 0.46% | +6,746+89.8% | Added |
| Axxcess Wealth Management, LLC | 14,308 | $3.13M | 0.08% | −1,448−9.2% | Reduced |
| 1832 Asset Management L.P. | 14,343 | $3.14M | 0.01% | −8,596−37.5% | Reduced |
| PFG Advisors | 14,377 | $3.14M | 0.15% | +2,778+24.0% | Added |
| Dynasty Wealth Management, LLC | 14,382 | $3.14M | 0.05% | +1,252+9.5% | Added |
| South Dakota Investment Council | 14,652 | $3.20M | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,728 | $3.22M | 0.04% | +133+0.9% | Added |
| Kingsview Wealth Management, LLC | 14,931 | $3.26M | 0.06% | −79−0.5% | Reduced |
| Lindenwold Advisors | 14,932 | $3.26M | 1.70% | +508+3.5% | Added |
| Strategic Investment Advisors | 14,978 | $3.27M | 0.32% | +10+0.1% | Added |
| Heritage Trust Co | 15,032 | $3.29M | 0.38% | −979−6.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,123 | $3.31M | 0.13% | −28,967−65.7% | Reduced |
| Perigon Wealth Management, LLC | 15,337 | $3.35M | 0.08% | +4,529+41.9% | Added |
| Exchange Traded Concepts, LLC | 15,341 | $3.35M | 0.04% | −7,425−32.6% | Reduced |
| Kinneret Advisory, LLC | 15,418 | $3.37M | 0.31% | −23−0.1% | Reduced |
| Alerus Financial NA | 15,533 | $3.40M | 0.24% | −67−0.4% | Reduced |
| Centiva Capital, LP | 15,560 | $3.40M | 0.22% | +15,560 | New |
| NewEdge Wealth, LLC | 16,885 | $3.43M | 0.05% | +394+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,719 | $3.44M | 0.05% | +98+0.6% | Added |
| Canada Post Corp Registered Pension Plan | 15,779 | $3.45M | 0.20% | +15,779 | New |
| Lombard Odier Asset Management (Switzerland) SA | 15,914 | $3.48M | 0.18% | +1,105+7.5% | Added |
| Jain Global LLC | 16,048 | $3.51M | 0.05% | +16,048 | New |
| Te Ahumairangi Investment Management Ltd | 16,107 | $3.52M | 0.63% | +3,646+29.3% | Added |
| Algert Global LLC | 16,113 | $3.52M | 0.07% | −1,879−10.4% | Reduced |
| American Trust | 16,138 | $3.53M | 0.33% | −19−0.1% | Reduced |
| Private Trust Co NA | 16,187 | $3.54M | 0.34% | +4,205+35.1% | Added |
| BLI - Banque de Luxembourg Investments | 16,400 | $3.56M | 0.10% | +16,400 | New |
| Quadrant Capital Group LLC | 16,704 | $3.65M | 0.13% | +3,009+22.0% | Added |
| Plato Investment Management Ltd | 16,779 | $3.66M | 0.27% | −354−2.1% | Reduced |
| Tiaa Trust, National Association | 16,940 | $3.70M | 0.01% | +1,413+9.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 17,020 | $3.72M | 0.84% | −272−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 17,021 | $3.72M | 0.04% | −217−1.3% | Reduced |
| Horizon Investments, LLC | 17,108 | $3.72M | 0.06% | +4,747+38.4% | Added |
| Mechanics Bank Trust Department | 17,076 | $3.73M | 0.54% | −128−0.7% | Reduced |
| Becker Capital Management Inc | 17,201 | $3.76M | 0.12% | −170−1.0% | Reduced |