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 |
|---|---|---|---|---|---|
| New Vernon Investment Management LLC | 17,221 | $3.77M | 4.38% | 00.0% | Unchanged |
| Empirical Finance, LLC | 17,245 | $3.77M | 0.20% | +111+0.6% | Added |
| Transcend Wealth Collective, LLC | 17,540 | $3.84M | 0.30% | −2,201−11.1% | Reduced |
| Omers Administration Corp | 17,660 | $3.86M | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17,694 | $3.87M | 0.05% | +40.0% | Added |
| Brentview Investment Management LLC | 17,703 | $3.87M | 1.95% | −293−1.6% | Reduced |
| Evelyn Partners Investment Management LLP | 17,830 | $3.90M | 0.12% | −3,130−14.9% | Reduced |
| Bancreek Capital Management, LP | 17,864 | $3.91M | 6.70% | +1,326+8.0% | Added |
| Sciencast Management LP | 18,088 | $3.95M | 0.82% | +2,891+19.0% | Added |
| Tower Research Capital LLC (TRC) | 18,290 | $4.00M | 0.11% | −1,447−7.3% | Reduced |
| Banque Cantonale Vaudoise | 18,342 | $4.01M | 0.16% | +546+3.1% | Added |
| Morton Community Bank | 18,374 | $4.02M | 1.00% | +606+3.4% | Added |
| Ossiam | 18,378 | $4.02M | 0.05% | +7,924+75.8% | Added |
| Agf Management Ltd | 18,444 | $4.03M | 0.02% | −924−4.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18,445 | $4.03M | 1.07% | +5,638+44.0% | Added |
| Vise Technologies, Inc. | 18,457 | $4.04M | 0.17% | +18,457 | New |
| AG2R la Mondiale Gestion D'Actifs | 18,526 | $4.05M | 0.21% | +318+1.7% | Added |
| Larson Financial Group LLC | 18,598 | $4.07M | 0.16% | +3,002+19.2% | Added |
| Cyndeo Wealth Partners, LLC | 18,615 | $4.07M | 0.24% | +2,566+16.0% | Added |
| Essex LLC | 18,635 | $4.07M | 0.80% | −535−2.8% | Reduced |
| Summit Global Investments | 18,667 | $4.08M | 0.24% | +108+0.6% | Added |
| Pensionmark Financial Group, LLC | 18,731 | $4.10M | 0.09% | −1,137−5.7% | Reduced |
| Prosperity Consulting Group, LLC | 18,748 | $4.10M | 0.30% | −102−0.5% | Reduced |
| Bessemer Group Inc | 18,810 | $4.11M | 0.01% | +114+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,954 | $4.14M | 1.53% | +170+0.9% | Added |
| Conning Inc. | 19,024 | $4.16M | 0.14% | +1,191+6.7% | Added |
| Mediolanum International Funds Ltd | 19,328 | $4.19M | 0.05% | −1,202−5.9% | Reduced |
| Park Avenue Securities LLC | 19,289 | $4.22M | 0.04% | +19,289 | New |
| Gamco Investors, Inc. Et Al | 19,347 | $4.23M | 0.04% | +505+2.7% | Added |
| Sustainable Insight Capital Management, LLC | 19,441 | $4.25M | 1.92% | −77−0.4% | Reduced |
| Lafayette Investments, Inc. | 19,624 | $4.29M | 0.87% | −164−0.8% | Reduced |
| RBF Capital, LLC | 20,000 | $4.37M | 0.22% | 00.0% | Unchanged |
| Suncoast Equity Management | 20,082 | $4.39M | 0.45% | +350+1.8% | Added |
| Argent Trust Co | 20,114 | $4.40M | 0.17% | −275−1.3% | Reduced |
| Ascent Group, LLC | 20,150 | $4.41M | 0.17% | −977−4.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 20,328 | $4.44M | 0.27% | −1,357−6.3% | Reduced |
| Vident Advisory, LLC | 20,488 | $4.48M | 0.05% | +51+0.2% | Added |
| Occidental Asset Management, LLC | 20,775 | $4.54M | 0.63% | +303+1.5% | Added |
| E. Ohman J:or Asset Management AB | 20,837 | $4.56M | 0.11% | −677−3.1% | Reduced |
| Merit Financial Group, LLC | 21,138 | $4.62M | 0.05% | +876+4.3% | Added |
| Vestmark Advisory Solutions, Inc. | 21,312 | $4.66M | 0.07% | −3,756−15.0% | Reduced |
| Moneta Group Investment Advisors LLC | 21,571 | $4.72M | 0.06% | +12,766+145.0% | Added |
| Andra AP-fonden | 21,610 | $4.72M | 0.07% | +12,500+137.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,698 | $4.74M | 0.04% | +9,997+85.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,725 | $4.75M | 0.02% | −2,757−11.3% | Reduced |
| Burling Wealth Partners, LLC | 21,786 | $4.76M | 0.88% | +1,086+5.2% | Added |
| Mogy Joel R Investment Counsel Inc | 22,023 | $4.82M | 0.28% | +1,295+6.2% | Added |
| BNC Wealth Management, LLC | 22,403 | $4.90M | 1.45% | −381−1.7% | Reduced |
| Keybank National Association | 22,409 | $4.90M | 0.02% | −167−0.7% | Reduced |
| AIA Group Ltd | 22,487 | $4.92M | 0.11% | −5,031−18.3% | Reduced |
| Ieq Capital, LLC | 22,620 | $4.95M | 0.03% | −23,922−51.4% | Reduced |
| CWM, LLC | 22,665 | $4.96M | 0.02% | −3,484−13.3% | Reduced |
| Investment Management Corp of Ontario | 22,712 | $4.97M | 0.07% | −1,800−7.3% | Reduced |
| New Mexico Educational Retirement Board | 22,941 | $5.02M | 0.16% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 23,070 | $5.04M | 0.18% | −4,688−16.9% | Reduced |
| Hamilton Capital Partners Inc. | 23,190 | $5.07M | 0.26% | +3,088+15.4% | Added |
| MinichMacGregor Wealth Management, LLC | 23,327 | $5.10M | 1.09% | −2,160−8.5% | Reduced |
| Benjamin Edwards Inc | 23,364 | $5.11M | 0.07% | +766+3.4% | Added |
| NBT Bank N A | 23,822 | $5.21M | 0.36% | −1,483−5.9% | Reduced |
| ING Groep NV | 23,830 | $5.21M | 0.03% | +1,801+8.2% | Added |
| Pinebridge Investments, L.P. | 23,866 | $5.22M | 0.04% | +23,866 | New |
| Commerce Bank | 23,979 | $5.24M | 0.03% | −68−0.3% | Reduced |
| Maryland State Retirement & Pension System | 23,988 | $5.24M | 0.11% | +932+4.0% | Added |
| Cary Street Partners Financial LLC | 24,081 | $5.26M | 0.15% | −1,108−4.4% | Reduced |
| Stonegate Investment Group, LLC | 24,096 | $5.27M | 0.13% | −1,048−4.2% | Reduced |
| Diversified Trust Co | 24,206 | $5.29M | 0.12% | −524−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 24,459 | $5.35M | 0.12% | +1,195+5.1% | Added |
| Harrington Investments, INC | 24,551 | $5.37M | 2.84% | −210−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 24,805 | $5.42M | 0.42% | +1,606+6.9% | Added |
| Capital International Ltd | 24,864 | $5.44M | 0.21% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 25,110 | $5.49M | 0.19% | −2,906−10.4% | Reduced |
| Bonness Enterprises Inc | 25,300 | $5.53M | 1.81% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 25,807 | $5.64M | 0.16% | −221−0.8% | Reduced |
| Norinchukin Bank, The | 25,827 | $5.65M | 0.08% | +2,188+9.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 25,890 | $5.66M | 0.43% | +409+1.6% | Added |
| Advisors Asset Management, Inc. | 25,972 | $5.68M | 0.10% | +3,839+17.3% | Added |
| Louisiana State Employees Retirement System | 26,000 | $5.68M | 0.10% | −400−1.5% | Reduced |
| FineMark National Bank & Trust | 26,353 | $5.76M | 0.20% | −60.0% | Reduced |
| Point72 (DIFC) Ltd | 26,406 | $5.77M | 0.46% | +26,406 | New |
| Vinva Investment Management Ltd | 26,711 | $5.80M | 0.16% | +2,090+8.5% | Added |
| Aviso Financial Inc. | 26,553 | $5.81M | 0.26% | +459+1.8% | Added |
| Canada Pension Plan Investment Board | 26,729 | $5.84M | 0.00% | −105,426−79.8% | Reduced |
| Aquatic Capital Management LLC | 26,843 | $5.87M | 0.12% | −17,095−38.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | 00.0% | Unchanged |
| M&G Plc | 27,571 | $6.04M | 0.03% | +3,068+12.5% | Added |
| Capital Planning Advisors, LLC | 27,700 | $6.06M | 0.89% | −399−1.4% | Reduced |
| Parcion Private Wealth LLC | 27,892 | $6.10M | 0.44% | +309+1.1% | Added |
| First Manhattan Co | 28,168 | $6.16M | 0.02% | +3,916+16.1% | Added |
| Snowden Capital Advisors LLC | 28,237 | $6.17M | 0.18% | −133−0.5% | Reduced |
| Synovus Financial Corp | 28,315 | $6.19M | 0.08% | −602−2.1% | Reduced |
| Achmea Investment Management B.V. | 28,750 | $6.29M | 0.08% | −7,149−19.9% | Reduced |
| Avantax Advisory Services, Inc. | 29,723 | $6.50M | 0.04% | +428+1.5% | Added |
| Hartford Investment Management Co | 29,762 | $6.51M | 0.21% | −375−1.2% | Reduced |
| Colony Group, LLC | 30,398 | $6.65M | 0.01% | +1,260+4.3% | Added |
| Churchill Management Corp | 30,652 | $6.70M | 0.07% | −311−1.0% | Reduced |
| Metis Global Partners, LLC | 30,687 | $6.71M | 0.17% | −2,064−6.3% | Reduced |
| Tower View Investment Management & Research LLC | 30,708 | $6.71M | 3.48% | +82+0.3% | Added |
| Boston Private Wealth LLC | 31,345 | $6.85M | 0.37% | +31,345 | New |
| Crossmark Global Holdings, Inc. | 31,421 | $6.87M | 0.11% | −9,781−23.7% | Reduced |
| Kentucky Retirement Systems | 31,602 | $6.91M | 0.20% | −2,071−6.2% | Reduced |