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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 337 | $73.7K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 310 | $75.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 356 | $77.8K | 0.00% | +329+1,218.5% | Added |
| Silvant Capital Management LLC | 358 | $78.3K | 0.00% | 00.0% | Unchanged |
| Motco | 398 | $79.3K | 0.01% | +21+5.6% | Added |
| Aventura Private Wealth, LLC | 371 | $81.1K | 0.04% | +8+2.2% | Added |
| Centricity Wealth Management, LLC | 372 | $81.3K | 0.06% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 374 | $81.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 375 | $82.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 381 | $83.3K | 0.02% | −15−3.8% | Reduced |
| DAGCO, Inc. | 382 | $83.5K | 0.02% | +374+4,675.0% | Added |
| Raleigh Capital Management Inc. | 385 | $84.2K | 0.04% | −36−8.6% | Reduced |
| Riverview Trust Co | 400 | $87.5K | 0.11% | −710−64.0% | Reduced |
| Morse Asset Management, Inc | 405 | $88.5K | 0.02% | +71+21.3% | Added |
| New England Capital Financial Advisors LLC | 407 | $89.1K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 410 | $89.6K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 423 | $90.5K | 0.02% | −26−5.8% | Reduced |
| Ofi Invest Asset Management | 490 | $91.3K | 0.00% | −2,337−82.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 420 | $91.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 422 | $92.3K | 0.02% | +272+181.3% | Added |
| Minot DeBlois Advisors LLC | 425 | $92.9K | 0.09% | 00.0% | Unchanged |
| South State Corp. | 442 | $96.6K | 0.00% | −117−20.9% | Reduced |
| Islay Capital Management, LLC | 450 | $98.4K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 453 | $99.0K | 0.00% | −600−57.0% | Reduced |
| Hara Capital LLC | 453 | $99.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 455 | $99.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 461 | $100.8K | 0.04% | +2+0.4% | Added |
| ORG Partners LLC | 463 | $100.9K | 0.02% | −190−29.1% | Reduced |
| Union Savings Bank | 512 | $102.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 469 | $102.5K | 0.01% | +2+0.4% | Added |
| Richardson Financial Services Inc. | 476 | $103.7K | 0.07% | +15+3.3% | Added |
| Pittenger & Anderson Inc | 479 | $104.7K | 0.00% | +50+11.7% | Added |
| Sachetta, LLC | 485 | $106.1K | 0.04% | +8+1.7% | Added |
| Maseco LLP | 485 | $106.2K | 0.00% | +485 | New |
| Tompkins Financial Corp | 502 | $109.8K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 505 | $110.4K | 0.00% | −70−12.2% | Reduced |
| State of Wyoming | 506 | $110.6K | 0.01% | +209+70.4% | Added |
| Whipplewood Advisors, LLC | 508 | $111.1K | 0.06% | +73+16.8% | Added |
| Johnson Financial Group, Inc. | 525 | $114.8K | 0.01% | +100+23.5% | Added |
| Anchor Investment Management, LLC | 529 | $115.7K | 0.01% | +12+2.3% | Added |
| WPG Advisers, LLC | 541 | $118.3K | 0.10% | −201−27.1% | Reduced |
| Washington Trust Advisors, Inc. | 550 | $120.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 559 | $122.2K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 582 | $127.2K | 0.21% | −23−3.8% | Reduced |
| Park Place Capital Corp | 608 | $132.4K | 0.03% | −128−17.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 609 | $133.2K | 0.00% | +609 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $133.4K | 0.04% | +130+27.1% | Added |
| Rosenberg Matthew Hamilton | 611 | $133.6K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 615 | $134.5K | 0.04% | −136−18.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 621 | $135.8K | 0.05% | +31+5.3% | Added |
| Bruce G. Allen Investments, LLC | 651 | $142.3K | 0.11% | −41−5.9% | Reduced |
| Horizon Bancorp Inc | 690 | $151.0K | 0.08% | −59−7.9% | Reduced |
| Opal Wealth Advisors, LLC | 694 | $151.7K | 0.04% | −73−9.5% | Reduced |
| Cohen & Steers, Inc. | 700 | $153.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 700 | $153.0K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 731 | $159.8K | 0.02% | +111+17.9% | Added |
| Ameritas Advisory Services, LLC | 740 | $161.8K | 0.01% | −762−50.7% | Reduced |
| Hemington Wealth Management | 758 | $165.0K | 0.02% | −67−8.1% | Reduced |
| Atlantic Trust, LLC | 795 | $173.8K | 0.03% | +315+65.6% | Added |
| Capula Management Ltd | 803 | $175.6K | 0.00% | +295+58.1% | Added |
| Painted Porch Advisors LLC | 814 | $178.0K | 0.07% | −80−8.9% | Reduced |
| Chilton Capital Management LLC | 815 | $178.2K | 0.01% | +15+1.9% | Added |
| AdvisorNet Financial, Inc | 850 | $185.8K | 0.01% | +47+5.9% | Added |
| Newbridge Financial Services Group, Inc. | 875 | $191.4K | 0.03% | +796+1,007.6% | Added |
| American National Bank | 887 | $193.9K | 0.02% | −26−2.8% | Reduced |
| First Horizon Advisors, Inc. | 903 | $197.5K | 0.01% | +188+26.3% | Added |
| Oxinas Partners Wealth Management LLC | 915 | $200.1K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 927 | $202.7K | 0.01% | −17−1.8% | Reduced |
| Osterweis Capital Management Inc | 927 | $202.7K | 0.01% | +922+18,440.0% | Added |
| Burke & Herbert Bank & Trust Co | 928 | $202.9K | 0.05% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 928 | $202.9K | 0.07% | +87+10.3% | Added |
| Palumbo Wealth Management LLC | 934 | $204.1K | 0.06% | −19−2.0% | Reduced |
| First Heartland Consultants, Inc. | 934 | $204.2K | 0.02% | +934 | New |
| Kelly Financial Services LLC | 935 | $204.4K | 0.06% | +16+1.7% | Added |
| Alternative Investment Advisors, LLC. | 935 | $204.5K | 0.10% | +935 | New |
| Heritage Investment Group, Inc. | 941 | $205.7K | 0.04% | 00.0% | Unchanged |
| United Advisor Group, LLC | 945 | $206.7K | 0.04% | +945 | New |
| OneAscent Family Office, LLC | 946 | $207.0K | 0.20% | −1,072−53.1% | Reduced |
| Bank of Nova Scotia Trust Co | 949 | $207.5K | 0.02% | +60+6.7% | Added |
| Austin Private Wealth, LLC | 950 | $207.7K | 0.02% | −533−35.9% | Reduced |
| Bogart Wealth, LLC | 954 | $208.6K | 0.01% | +87+10.0% | Added |
| Michael B. Yongue | 956 | $209.0K | 0.16% | +115+13.7% | Added |
| Haverford Trust Co | 961 | $210.1K | 0.00% | −76−7.3% | Reduced |
| Fiduciary Planning LLC | 965 | $211.0K | 0.07% | +3+0.3% | Added |
| CBOE Vest Financial, LLC | 970 | $212.1K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 971 | $212.3K | 0.02% | +51+5.5% | Added |
| Plancorp, LLC | 971 | $212.3K | 0.01% | +14+1.5% | Added |
| Appleton Partners Inc | 975 | $213.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 975 | $213.1K | 0.02% | −783−44.5% | Reduced |
| MQS Management LLC | 975 | $213.2K | 0.12% | −2,638−73.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 976 | $213.4K | 0.14% | −116−10.6% | Reduced |
| Klingman & Associates, LLC | 984 | $215.1K | 0.01% | +984 | New |
| Nordwand Advisors, LLC | 987 | $215.8K | 0.03% | +987 | New |
| Chicago Trust Co NA | 989 | $216.2K | 0.03% | +138+16.2% | Added |
| Diversified Enterprises, LLC | 990 | $216.5K | 0.02% | −43−4.2% | Reduced |
| Patron Partners Advisors, LLC | 990 | $216.5K | 0.11% | −16−1.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 992 | $216.8K | 0.01% | +44+4.6% | Added |
| Investment Advisory Services Inc | 993 | $217.1K | 0.07% | +88+9.7% | Added |
| R. W. Roge & Company, Inc. | 1,000 | $218.0K | 0.12% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 998 | $218.2K | 0.04% | −27−2.6% | Reduced |