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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 71 | $15.5K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 71 | $15.5K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 75 | $16.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 76 | $16.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 76 | $16.6K | 0.00% | +1+1.3% | Added |
| Mascoma Wealth Management LLC | 78 | $17.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 80 | $17.5K | 0.00% | −10−11.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 88 | $17.5K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 81 | $17.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 85 | $18.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 89 | $19.5K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 90 | $19.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 90 | $19.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 91 | $19.9K | 0.00% | −4−4.2% | Reduced |
| Activest Wealth Management | 93 | $20.3K | 0.00% | −22−19.1% | Reduced |
| WealthCollab, LLC | 95 | $20.8K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 99 | $21.0K | 0.01% | −65−39.6% | Reduced |
| Colonial Trust Advisors | 100 | $21.9K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $21.9K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 102 | $22.3K | 0.02% | +102 | New |
| Accent Capital Management, LLC | 104 | $22.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $23.2K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 106 | $23.2K | 0.01% | +106 | New |
| Private Wealth Management Group, LLC | 111 | $24.3K | 0.01% | −2−1.8% | Reduced |
| Sunbelt Securities, Inc. | 118 | $25.1K | 0.00% | −4−3.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 122 | $26.7K | 0.01% | −10−7.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 123 | $26.9K | 0.03% | +94+324.1% | Added |
| Piscataqua Savings Bank | 129 | $28.2K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 130 | $28.4K | 0.03% | +130 | New |
| Headlands Technologies LLC | 134 | $29.3K | 0.00% | +134 | New |
| Westside Investment Management, Inc. | 139 | $30.3K | 0.01% | +109+363.3% | Added |
| NVWM, LLC | 139 | $30.4K | 0.01% | −2−1.4% | Reduced |
| Clear Investment Research, LLC | 139 | $30.6K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 146 | $31.9K | 0.00% | −9−5.8% | Reduced |
| Delos Wealth Advisors, LLC | 148 | $32.4K | 0.03% | +148 | New |
| Atlas Capital Advisors LLC | 151 | $33.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 151 | $33.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 154 | $33.7K | 0.00% | +35+29.4% | Added |
| JFS Wealth Advisors, LLC | 160 | $35.0K | 0.00% | −2−1.2% | Reduced |
| Hanson & Doremus Investment Management | 163 | $36.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 164 | $36.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 166 | $36.4K | 0.00% | +145+690.5% | Added |
| Garde Capital, Inc. | 171 | $37.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 170 | $38.0K | 0.00% | +1+0.6% | Added |
| Solstein Capital, LLC | 175 | $38.3K | 0.02% | +40+29.6% | Added |
| Ameriflex Group, Inc. | 178 | $38.5K | 0.02% | +7+4.1% | Added |
| Access Investment Management LLC | 179 | $39.1K | 0.01% | +179 | New |
| Albion Financial Group | 180 | $39.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 182 | $39.7K | 0.03% | +23+14.5% | Added |
| FSA Wealth Management LLC | 182 | $39.8K | 0.02% | −67−26.9% | Reduced |
| Rogco, LP | 183 | $40.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 190 | $40.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 187 | $40.9K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 189 | $41.3K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 193 | $42.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 193 | $42.2K | 0.01% | +103+114.4% | Added |
| Bell Investment Advisors, Inc | 196 | $42.9K | 0.01% | +2+1.0% | Added |
| Loomis Sayles & Co L P | 205 | $44.8K | 0.00% | +205 | New |
| Stone House Investment Management, LLC | 206 | $45.0K | 0.01% | −57−21.7% | Reduced |
| Bangor Savings Bank | 206 | $45.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 216 | $47.2K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 230 | $50.3K | 0.02% | +230 | New |
| Capital Advisors, Ltd. LLC | 232 | $51.0K | 0.01% | +10+4.5% | Added |
| Nemes Rush Group LLC | 234 | $51.1K | 0.01% | −29−11.0% | Reduced |
| RMG Wealth Management LLC | 2,058 | $51.2K | 0.01% | +2,058 | New |
| ZRC Wealth Management, LLC | 237 | $51.9K | 0.02% | +30+14.5% | Added |
| Covestor Ltd | 239 | $52.0K | 0.03% | +3+1.3% | Added |
| NewSquare Capital LLC | 240 | $52.5K | 0.00% | +77+47.2% | Added |
| Sierra Ocean, LLC | 247 | $54.2K | 0.04% | +76+44.4% | Added |
| Fortitude Family Office, LLC | 253 | $55.3K | 0.02% | −6−2.3% | Reduced |
| LRI Investments, LLC | 254 | $55.5K | 0.00% | +8+3.3% | Added |
| Plante Moran Financial Advisors, LLC | 258 | $56.4K | 0.00% | +7+2.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 264 | $57.7K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 266 | $58.2K | 0.04% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 269 | $58.8K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 295 | $59.1K | 0.01% | −15−4.8% | Reduced |
| UMA Financial Services, Inc. | 273 | $59.7K | 0.01% | +8+3.0% | Added |
| GW&K Investment Management, LLC | 278 | $61.0K | 0.00% | +42+17.8% | Added |
| Iron Horse Wealth Management, LLC | 279 | $61.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 281 | $61.4K | 0.02% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 284 | $62.1K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 286 | $62.5K | 0.01% | −2−0.7% | Reduced |
| Trifecta Capital Advisors, LLC | 289 | $63.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 291 | $63.7K | 0.02% | −1−0.3% | Reduced |
| General Partner, Inc. | 298 | $65.2K | 0.04% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 298 | $65.2K | 0.05% | +197+195.0% | Added |
| Chelsea Counsel Co | 300 | $65.6K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 300 | $65.6K | 0.01% | +22+7.9% | Added |
| Caldwell Sutter Capital, Inc. | 300 | $65.6K | 0.03% | +23+8.3% | Added |
| CoreCap Advisors, LLC | 301 | $65.8K | 0.00% | +13+4.5% | Added |
| S&T Bank | 305 | $66.7K | 0.02% | −125−29.1% | Reduced |
| HighMark Wealth Management LLC | 308 | $67.2K | 0.03% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 330 | $67.5K | 0.02% | +330 | New |
| Meeder Asset Management Inc | 327 | $71.5K | 0.00% | +51+18.5% | Added |
| Webster Bank, N. A. | 328 | $71.7K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 330 | $72.2K | 0.05% | +1+0.3% | Added |
| Arlington Trust Co LLC | 332 | $72.6K | 0.01% | +5+1.5% | Added |
| Clear Street Markets LLC | 332 | $72.6K | 0.03% | +332 | New |
| Dougherty Wealth Advisers LLC | 334 | $73.0K | 0.05% | 00.0% | Unchanged |