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 |
|---|---|---|---|---|---|
| McLean Asset Management Corp | 1,027 | $218.4K | 0.06% | +21+2.1% | Added |
| One Capital Management, LLC | 999 | $218.4K | 0.01% | +117+13.3% | Added |
| Cypress Capital Group | 1,000 | $218.6K | 0.03% | −848−45.9% | Reduced |
| Arete Wealth Advisors, LLC | 1,003 | $219.0K | 0.02% | +27+2.8% | Added |
| Mesirow Financial Investment Management, Inc. | 1,002 | $219.1K | 0.00% | +47+4.9% | Added |
| Patton Fund Management, Inc. | 1,004 | $219.5K | 0.05% | +1,004 | New |
| Clark Capital Management Group, Inc. | 1,005 | $219.8K | 0.00% | −74−6.9% | Reduced |
| MONECO Advisors, LLC | 1,009 | $220.7K | 0.02% | +20+2.0% | Added |
| Destination Wealth Management | 1,010 | $220.8K | 0.01% | −23−2.2% | Reduced |
| Members Advisory Group LLC | 1,010 | $220.8K | 0.08% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,010 | $220.8K | 0.11% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,018 | $222.6K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,020 | $222.9K | 0.02% | +1+0.1% | Added |
| Longboard Asset Management, LP | 1,028 | $224.8K | 0.56% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,032 | $225.0K | 0.02% | +618+149.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,030 | $225.2K | 0.10% | −162−13.6% | Reduced |
| BayBridge Capital Group, LLC | 1,033 | $225.9K | 0.15% | +3+0.3% | Added |
| Roundview Capital LLC | 1,037 | $226.7K | 0.02% | +147+16.5% | Added |
| MV Capital Management, Inc. | 1,039 | $227.2K | 0.02% | −7−0.7% | Reduced |
| eCIO, Inc. | 1,043 | $228.0K | 0.10% | −7−0.7% | Reduced |
| HMS Capital Management, LLC | 1,043 | $228.0K | 0.10% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,046 | $228.7K | 0.00% | −3−0.3% | Reduced |
| OneAscent Wealth Management LLC | 1,046 | $229.0K | 0.08% | +60+6.1% | Added |
| Vestor Capital, LLC | 2,940 | $230.0K | 0.02% | +1,658+129.3% | Added |
| Riverwater Partners LLC | 1,053 | $230.2K | 0.11% | +22+2.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,054 | $230.5K | 0.03% | +29+2.8% | Added |
| Alpha Financial Partners, LLC | 1,056 | $231.0K | 0.17% | −21−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,059 | $231.5K | 0.01% | +35+3.4% | Added |
| Advisory Alpha, LLC | 1,059 | $231.8K | 0.01% | +12+1.1% | Added |
| Ancora Advisors, LLC | 1,063 | $232.4K | 0.00% | +660+163.8% | Added |
| AlphaStar Capital Management, LLC | 1,064 | $232.6K | 0.02% | +1,064 | New |
| Hamilton Capital, LLC | 1,069 | $233.7K | 0.01% | +70+7.0% | Added |
| German American Bancorp, Inc. | 1,073 | $234.6K | 0.02% | −50−4.5% | Reduced |
| Wolverine Trading, LLC | 1,084 | $235.2K | 0.01% | −1,449−57.2% | Reduced |
| Terril Brothers, Inc. | 1,079 | $235.9K | 0.09% | +30+2.9% | Added |
| Wealth Management Associates, Inc. | 1,082 | $236.6K | 0.09% | −162−13.0% | Reduced |
| Tyler-Stone Wealth Management | 1,090 | $238.3K | 0.04% | −58−5.1% | Reduced |
| Aureus Asset Management, LLC | 1,093 | $239.0K | 0.02% | +146+15.4% | Added |
| Global Endowment Management, LP | 1,095 | $239.4K | 0.03% | +109+11.1% | Added |
| Pines Wealth Management, LLC | 1,116 | $240.0K | 0.08% | −59−5.0% | Reduced |
| Paradigm Asset Management Co LLC | 1,100 | $240.5K | 0.06% | +1,100 | New |
| Avantax Planning Partners, Inc. | 1,102 | $241.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,190 | $245.5K | 0.01% | −56−4.5% | Reduced |
| Resources Management Corp | 1,125 | $246.0K | 0.03% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 1,135 | $248.2K | 0.19% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,141 | $249.5K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,152 | $251.0K | 0.01% | +1,152 | New |
| Woodward Diversified Capital, LLC | 1,148 | $251.0K | 0.13% | +1,148 | New |
| Moss Adams Wealth Advisors LLC | 1,158 | $253.2K | 0.02% | +108+10.3% | Added |
| Flagship Harbor Advisors, LLC | 1,162 | $254.0K | 0.01% | +10+0.9% | Added |
| Clear Creek Financial Management, LLC | 1,166 | $254.9K | 0.02% | +1,166 | New |
| Alteri Wealth LLC | 1,167 | $255.1K | 0.10% | −222−16.0% | Reduced |
| Ariston Services Group | 1,168 | $255.4K | 0.18% | +89+8.2% | Added |
| Sivia Capital Partners, LLC | 1,170 | $255.9K | 0.09% | −69−5.6% | Reduced |
| Meridian Wealth Management, LLC | 1,172 | $256.3K | 0.01% | +269+29.8% | Added |
| MBB Public Markets I LLC | 1,177 | $257.3K | 0.03% | −263−18.3% | Reduced |
| Wesbanco Bank Inc | 1,177 | $257.3K | 0.01% | +85+7.8% | Added |
| Grove Bank & Trust | 1,185 | $259.1K | 0.03% | −44−3.6% | Reduced |
| Northside Capital Management, LLC | 1,185 | $259.1K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 1,185 | $259.1K | 0.01% | −134−10.2% | Reduced |
| CVA Family Office, LLC | 1,189 | $260.0K | 0.04% | +60+5.3% | Added |
| Tyche Wealth Partners LLC | 1,191 | $260.5K | 0.05% | −13−1.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,193 | $260.8K | 0.01% | −27−2.2% | Reduced |
| Braun-Bostich & Associates Inc. | 1,194 | $261.1K | 0.18% | −87−6.8% | Reduced |
| Pathway Financial Advisors LLC | 1,200 | $262.4K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $262.4K | 0.15% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,200 | $262.4K | 0.07% | +16+1.4% | Added |
| Duncan Williams Asset Management, LLC | 1,201 | $262.6K | 0.08% | +1+0.1% | Added |
| Magnetar Financial LLC | 1,201 | $262.6K | 0.00% | +1,201 | New |
| First Nebraska Trust Co | 1,206 | $263.7K | 0.03% | 00.0% | Unchanged |
| Dempze Nancy E | 1,210 | $264.6K | 0.15% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,212 | $265.0K | 0.28% | −18−1.5% | Reduced |
| Fundamentun, LLC | 1,212 | $265.1K | 0.01% | +3+0.2% | Added |
| New Age Alpha Advisors, LLC | 1,217 | $266.1K | 0.01% | −168−12.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,219 | $266.5K | 0.09% | +31+2.6% | Added |
| Ballast, Inc. | 1,230 | $268.9K | 0.07% | 00.0% | Unchanged |
| Smart Money Group LLC | 1,232 | $269.3K | 0.08% | +5+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 1,236 | $270.2K | 0.01% | −218−15.0% | Reduced |
| Hibernia Wealth Partners, LLC | 1,238 | $270.5K | 0.10% | +1,238 | New |
| OneAscent Financial Services LLC | 1,244 | $271.0K | 0.02% | −1,920−60.7% | Reduced |
| Versant Capital Management, Inc | 1,246 | $272.4K | 0.04% | −14−1.1% | Reduced |
| E Fund Management Co., Ltd. | 1,248 | $272.9K | 0.01% | −15−1.2% | Reduced |
| Court Place Advisors, LLC | 1,248 | $272.9K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,251 | $273.4K | 0.01% | −3−0.2% | Reduced |
| Twin Focus Capital Partners, LLC | 1,253 | $274.1K | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,256 | $274.6K | 0.02% | 00.0% | Unchanged |
| Victrix Investment Advisors | 1,258 | $275.0K | 0.12% | 00.0% | Unchanged |
| Blalock Williams, LLC | 1,260 | $275.5K | 0.28% | +57+4.7% | Added |
| New England Professional Planning Group Inc. | 1,261 | $275.7K | 0.13% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,262 | $275.9K | 0.02% | +334+36.0% | Added |
| Unique Wealth, LLC | 1,264 | $276.4K | 0.04% | +126+11.1% | Added |
| Five Oceans Advisors | 1,266 | $276.8K | 0.12% | −25−1.9% | Reduced |
| Parthenon LLC | 1,269 | $277.5K | 0.03% | +56+4.6% | Added |
| First Affirmative Financial Network | 1,269 | $277.5K | 0.14% | −177−12.2% | Reduced |
| Trust Co of Vermont | 1,273 | $278.3K | 0.01% | −10−0.8% | Reduced |
| Modern Wealth Management, LLC | 1,275 | $278.7K | 0.01% | +100+8.5% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $279.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,288 | $281.7K | 0.02% | +5+0.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,289 | $282.0K | 0.01% | +17+1.3% | Added |
| Onefund, LLC | 1,292 | $282.0K | 0.20% | −11−0.8% | Reduced |