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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 31,697 | $6.93M | 0.04% | −2,515−7.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 32,271 | $7.06M | 1.70% | −820−2.5% | Reduced |
| Zions Bancorporation, National Association | 32,463 | $7.10M | 0.38% | −256−0.8% | Reduced |
| UniSuper Management Pty Ltd | 32,551 | $7.12M | 0.05% | −340−1.0% | Reduced |
| Oak Ridge Investments LLC | 32,857 | $7.18M | 0.52% | +407+1.3% | Added |
| Los Angeles Capital Management LLC | 33,275 | $7.28M | 0.03% | −307,182−90.2% | Reduced |
| Auxier Asset Management | 33,764 | $7.38M | 1.08% | −209−0.6% | Reduced |
| Mizuho Securities USA LLC | 34,054 | $7.45M | 0.16% | +34,054 | New |
| Bleakley Financial Group, LLC | 34,291 | $7.50M | 0.19% | +512+1.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 34,772 | $7.60M | 1.99% | +938+2.8% | Added |
| Change Path, LLC | 35,071 | $7.67M | 0.20% | −303−0.9% | Reduced |
| Lathrop Investment Management Corp | 35,463 | $7.75M | 1.47% | +35,463 | New |
| CX Institutional | 35,538 | $7.77M | 0.27% | +686+2.0% | Added |
| Siemens Fonds Invest GmbH | 35,764 | $7.82M | 0.46% | +991+2.8% | Added |
| Qsemble Capital Management, LP | 35,910 | $7.85M | 0.75% | +35,910 | New |
| Avanza Fonder AB | 36,099 | $7.89M | 0.23% | 00.0% | Unchanged |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.01M | 1.11% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 36,933 | $8.08M | 2.87% | +496+1.4% | Added |
| Groupe la Francaise | 37,416 | $8.14M | 0.13% | +5,252+16.3% | Added |
| Edgestream Partners, L.P. | 37,298 | $8.15M | 0.23% | +14,073+60.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 37,696 | $8.24M | 0.12% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 37,795 | $8.26M | 1.82% | +10,869+40.4% | Added |
| Marks Group Wealth Management, Inc | 37,979 | $8.30M | 0.77% | +237+0.6% | Added |
| Aurdan Capital Management, LLC | 38,070 | $8.32M | 2.84% | −1,213−3.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 38,291 | $8.37M | 1.02% | +301+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 38,316 | $8.38M | 0.01% | +6,702+21.2% | Added |
| Huntington National Bank | 39,013 | $8.53M | 0.06% | +311+0.8% | Added |
| Builder Investment Group Inc | 39,106 | $8.55M | 2.11% | −50−0.1% | Reduced |
| Vestcor Inc | 39,182 | $8.57M | 0.26% | +630+1.6% | Added |
| Illinois Municipal Retirement Fund | 39,218 | $8.57M | 0.12% | +6,485+19.8% | Added |
| M&T Bank Corp | 39,229 | $8.58M | 0.03% | −7,410−15.9% | Reduced |
| Kinsale Capital Group, Inc. | 39,751 | $8.69M | 1.78% | +3,803+10.6% | Added |
| MML Investors Services, LLC | 39,838 | $8.71M | 0.03% | −10,351−20.6% | Reduced |
| Mercer Global Advisors Inc | 39,857 | $8.71M | 0.02% | −9,501−19.2% | Reduced |
| BNP Paribas | 41,401 | $9.05M | 0.29% | +1,838+4.6% | Added |
| QRG Capital Management, Inc. | 41,717 | $9.12M | 0.08% | −46,163−52.5% | Reduced |
| Stokes Capital Advisors, LLC | 41,749 | $9.13M | 2.23% | +2,555+6.5% | Added |
| NEOS Investment Management LLC | 41,998 | $9.18M | 0.11% | +8,916+27.0% | Added |
| Steward Partners Investment Advisory, LLC | 42,145 | $9.21M | 0.07% | +2,961+7.6% | Added |
| Oregon Public Employees Retirement Fund | 42,543 | $9.30M | 0.16% | +300+0.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 42,966 | $9.39M | 0.29% | +100.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 43,201 | $9.45M | 0.09% | −21,426−33.2% | Reduced |
| Phoenix Holdings Ltd. | 43,283 | $9.46M | 0.12% | −1,746−3.9% | Reduced |
| Point72 Hong Kong Ltd | 44,354 | $9.70M | 0.67% | +44,354 | New |
| Vontobel Holding Ltd. | 44,592 | $9.75M | 0.03% | −2,863−6.0% | Reduced |
| Verition Fund Management LLC | 44,698 | $9.77M | 0.06% | −99,984−69.1% | Reduced |
| Cornerstone Advisors, LLC | 44,800 | $9.80M | 0.34% | +18,500+70.3% | Added |
| Gotham Asset Management, LLC | 44,981 | $9.83M | 0.06% | −25,376−36.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 45,336 | $9.91M | 0.02% | −947,100−95.4% | Reduced |
| Brevan Howard Capital Management LP | 45,615 | $9.97M | 0.11% | +27,599+153.2% | Added |
| Umb Bank N A | 45,678 | $9.99M | 0.16% | +6,922+17.9% | Added |
| Sone Capital Management, LLC | 46,853 | $10.2M | 0.95% | +46,853 | New |
| Hudson Valley Investment Advisors Inc | 46,981 | $10.3M | 1.12% | −1,384−2.9% | Reduced |
| Pacer Advisors, Inc. | 47,072 | $10.3M | 0.03% | +14,575+44.9% | Added |
| Schonfeld Strategic Advisors LLC | 47,521 | $10.4M | 0.08% | +44,366+1,406.2% | Added |
| Elo Mutual Pension Insurance Co | 48,428 | $10.6M | 0.22% | −343−0.7% | Reduced |
| Sawgrass Asset Management LLC | 48,783 | $10.7M | 1.21% | +8,618+21.5% | Added |
| DuPont Capital Management Corp | 49,071 | $10.7M | 1.15% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 49,246 | $10.8M | 0.02% | +2,762+5.9% | Added |
| Blair William & Co | 51,341 | $11.2M | 0.03% | +6,580+14.7% | Added |
| Captrust Financial Advisors | 51,459 | $11.3M | 0.03% | −50,187−49.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 51,608 | $11.3M | 0.18% | +1,961+3.9% | Added |
| Candriam Luxembourg S.C.A. | 51,812 | $11.3M | 0.07% | −44,211−46.0% | Reduced |
| King Luther Capital Management Corp | 52,225 | $11.4M | 0.05% | −170.0% | Reduced |
| Ci Investments Inc. | 52,233 | $11.4M | 0.04% | −684−1.3% | Reduced |
| Intech Investment Management LLC | 52,404 | $11.5M | 0.11% | −6,141−10.5% | Reduced |
| OP Asset Management Ltd | 53,108 | $11.6M | 0.17% | +1,145+2.2% | Added |
| Calamos Wealth Management LLC | 53,696 | $11.7M | 0.50% | +960+1.8% | Added |
| Brinker Capital Investments, LLC | 55,502 | $12.1M | 0.10% | +398+0.7% | Added |
| Mutual of America Capital Management LLC | 56,508 | $12.4M | 0.13% | −608−1.1% | Reduced |
| Azimuth Capital Investment Management LLC | 56,806 | $12.4M | 0.46% | +100+0.2% | Added |
| JLB & Associates Inc | 56,868 | $12.4M | 1.73% | −4,001−6.6% | Reduced |
| Capital Fund Management S.A. | 57,148 | $12.5M | 0.14% | +26,893+88.9% | Added |
| Foyston, Gordon, & Payne Inc | 57,216 | $12.5M | 2.85% | +3,313+6.1% | Added |
| Generali Asset Management SPA SGR | 58,048 | $12.7M | 0.29% | +3,583+6.6% | Added |
| Apollon Wealth Management, LLC | 59,094 | $12.9M | 0.26% | −1,486−2.5% | Reduced |
| Lido Advisors, LLC | 59,113 | $12.9M | 0.07% | −890−1.5% | Reduced |
| Wealthfront Advisers LLC | 60,602 | $13.3M | 0.03% | −5,120−7.8% | Reduced |
| First American Bank | 60,886 | $13.3M | 0.91% | +244+0.4% | Added |
| Nissay Asset Management Corp | 60,996 | $13.3M | 0.08% | −727−1.2% | Reduced |
| Natixis | 61,208 | $13.4M | 0.07% | −36,526−37.4% | Reduced |
| CIBC World Markets Corp | 62,004 | $13.6M | 0.09% | +2,763+4.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 62,069 | $13.6M | 0.10% | +26,030+72.2% | Added |
| Callan Family Office, LLC | 62,187 | $13.6M | 0.43% | +34,061+121.1% | Added |
| Levin Capital Strategies, L.P. | 62,747 | $13.7M | 1.35% | −125−0.2% | Reduced |
| Harbour Trust & Investment Management Co | 63,184 | $13.8M | 1.53% | +2,249+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 63,516 | $13.9M | 0.34% | +61,443+2,964.0% | Added |
| Gabelli Funds LLC | 63,900 | $14.0M | 0.10% | −1,000−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 64,518 | $14.1M | 0.05% | −1,199−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 64,554 | $14.1M | 0.05% | +5,463+9.2% | Added |
| Capital International Sarl | 65,359 | $14.3M | 0.27% | +1,117+1.7% | Added |
| Fulton Breakefield Broenniman LLC | 65,710 | $14.4M | 0.97% | −468−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,462 | $14.5M | 0.33% | +1,783+2.8% | Added |
| Yousif Capital Management, LLC | 67,386 | $14.7M | 0.16% | −616−0.9% | Reduced |
| JustInvest LLC | 67,440 | $14.7M | 0.17% | +7,772+13.0% | Added |
| Ethic Inc. | 68,479 | $14.9M | 0.27% | −4,326−5.9% | Reduced |
| Brown Advisory Inc | 68,584 | $15.0M | 0.02% | −360−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 68,933 | $15.1M | 0.43% | +470+0.7% | Added |
| Torray LLC | 70,015 | $15.3M | 2.22% | −800−1.1% | Reduced |
| RMB Capital Management, LLC | 70,151 | $15.3M | 0.29% | +1,987+2.9% | Added |