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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 1,293 | $282.7K | 0.00% | +1,293 | New |
| Quarry LP | 1,297 | $283.6K | 0.07% | +422+48.2% | Added |
| Credit Capital Investments LLC | 1,300 | $284.2K | 0.40% | +1,300 | New |
| WealthBridge Capital Management, LLC | 1,301 | $284.4K | 0.07% | −174−11.8% | Reduced |
| Portside Wealth Group, LLC | 1,301 | $284.4K | 0.04% | +26+2.0% | Added |
| Sterling Group Wealth Management, LLC | 1,302 | $284.7K | 0.16% | −97−6.9% | Reduced |
| Verus Capital Partners, LLC | 1,310 | $286.4K | 0.03% | −36−2.7% | Reduced |
| Genesis Private Wealth, LLC | 1,311 | $286.7K | 0.14% | +19+1.5% | Added |
| VestGen Advisors, LLC | 1,313 | $287.1K | 0.01% | −237−15.3% | Reduced |
| Rossmore Private Capital | 1,313 | $287.1K | 0.03% | −196−13.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,314 | $287.2K | 0.12% | +3+0.2% | Added |
| Drucker Wealth 3.0, LLC | 1,348 | $288.7K | 0.06% | +414+44.3% | Added |
| Hollencrest Capital Management | 1,322 | $289.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,325 | $289.7K | 0.20% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,338 | $292.5K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,338 | $292.5K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 1,339 | $292.8K | 0.01% | +425+46.5% | Added |
| Rice Hall James & Associates, LLC | 1,350 | $295.2K | 0.02% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,356 | $296.4K | 0.24% | +6+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 1,357 | $296.7K | 0.01% | −4−0.3% | Reduced |
| ORG Wealth Partners, LLC | 1,369 | $298.2K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,368 | $299.0K | 0.01% | +129+10.4% | Added |
| Mairs & Power Inc | 1,374 | $300.4K | 0.00% | −75−5.2% | Reduced |
| RFG Advisory, LLC | 1,375 | $300.6K | 0.01% | +66+5.0% | Added |
| Rothschild Capital Partners, LLC | 1,380 | $301.7K | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 1,381 | $301.9K | 0.01% | −131−8.7% | Reduced |
| Old National Bancorp | 1,383 | $302.4K | 0.01% | +135+10.8% | Added |
| Financial Advisory Service, Inc. | 1,386 | $303.1K | 0.02% | +380+37.8% | Added |
| Cromwell Holdings LLC | 1,390 | $303.9K | 0.18% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,391 | $304.1K | 0.03% | +113+8.8% | Added |
| Pointe Capital Management LLC | 1,392 | $304.3K | 0.16% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,395 | $305.0K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,440 | $305.7K | 0.05% | +49+3.5% | Added |
| FourThought Financial Partners, LLC | 1,399 | $305.9K | 0.03% | −87−5.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,400 | $306.1K | 0.07% | −33−2.3% | Reduced |
| Capital Wealth Planning, LLC | 1,400 | $306.1K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,411 | $308.5K | 0.02% | +295+26.4% | Added |
| Breakwater Capital Group | 1,414 | $309.2K | 0.05% | −21−1.5% | Reduced |
| Acorn Creek Capital LLC | 1,417 | $309.8K | 0.13% | −92−6.1% | Reduced |
| Everett Harris & Co | 1,417 | $309.8K | 0.00% | +5+0.4% | Added |
| Soltis Investment Advisors LLC | 1,418 | $310.1K | 0.02% | +178+14.4% | Added |
| Main Line Retirement Advisors, LLC | 1,419 | $310.3K | 0.18% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,421 | $310.7K | 0.05% | +201+16.5% | Added |
| Diligent Investors, LLC | 1,425 | $311.6K | 0.07% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,426 | $311.8K | 0.19% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,435 | $313.7K | 0.08% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 1,436 | $314.0K | 0.31% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,450 | $317.0K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,456 | $318.3K | 0.01% | +1,456 | New |
| TigerOak Management, L.L.C. | 1,460 | $319.2K | 0.11% | −20−1.4% | Reduced |
| Essex Savings Bank | 1,462 | $319.6K | 0.08% | +62+4.4% | Added |
| GTS Securities LLC | 1,462 | $319.7K | 0.01% | −777−34.7% | Reduced |
| Prossimo Advisors, LLC | 1,470 | $321.0K | 0.26% | −469−24.2% | Reduced |
| PFS Partners, LLC | 1,470 | $321.4K | 0.16% | +36+2.5% | Added |
| Quartz Partners, LLC | 1,476 | $322.7K | 0.15% | +1,476 | New |
| Prestige Wealth Management Group LLC | 1,486 | $325.0K | 0.07% | +24+1.6% | Added |
| Colonial Trust Co | 1,490 | $325.9K | 0.05% | +134+9.9% | Added |
| Cahaba Wealth Management, Inc. | 1,492 | $326.2K | 0.03% | −262−14.9% | Reduced |
| Sax Wealth Advisors, LLC | 1,493 | $326.3K | 0.02% | +374+33.4% | Added |
| Nations Financial Group Inc, | 1,498 | $327.5K | 0.02% | +18+1.2% | Added |
| Yoffe Investment Management, LLC | 1,500 | $328.0K | 0.45% | 00.0% | Unchanged |
| SCS Capital Management LLC | 1,505 | $329.1K | 0.00% | −152−9.2% | Reduced |
| Northeast Financial Consultants Inc | 1,514 | $331.0K | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,516 | $332.0K | 0.03% | −17−1.1% | Reduced |
| Johnson & White Wealth Management, LLC | 1,520 | $332.0K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,559 | $332.0K | 0.18% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,519 | $332.1K | 0.07% | +34+2.3% | Added |
| Bailard, Inc. | 1,530 | $334.5K | 0.01% | −41−2.6% | Reduced |
| Stiles Financial Services Inc | 1,530 | $334.6K | 0.12% | +132+9.4% | Added |
| Alpha Family Trust | 1,545 | $337.8K | 0.17% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,547 | $338.2K | 0.01% | +62+4.2% | Added |
| Deseret Mutual Benefit Administrators | 1,548 | $338.5K | 0.16% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,563 | $341.7K | 0.21% | −10−0.6% | Reduced |
| Roble, Belko & Company, Inc | 1,566 | $342.0K | 0.05% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,576 | $344.7K | 0.12% | +28+1.8% | Added |
| Childress Capital Advisors, LLC | 1,577 | $344.9K | 0.09% | +432+37.7% | Added |
| Carret Asset Management, LLC | 1,580 | $345.5K | 0.04% | −10−0.6% | Reduced |
| Capital Management Corp | 1,580 | $345.5K | 0.06% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,580 | $345.5K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,580 | $345.5K | 0.01% | +312+24.6% | Added |
| Litman Gregory Asset Management LLC | 1,589 | $347.4K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,589 | $347.4K | 0.02% | −19−1.2% | Reduced |
| Verdence Capital Advisors LLC | 1,590 | $347.6K | 0.02% | +149+10.3% | Added |
| Sava Infond d.o.o. | 1,600 | $349.8K | 0.05% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $351.0K | 0.14% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $351.8K | 0.19% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,610 | $352.0K | 0.12% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,613 | $352.7K | 0.06% | −3−0.2% | Reduced |
| Lockerman Financial Group, Inc. | 1,618 | $353.8K | 0.48% | −58−3.5% | Reduced |
| Davis R M Inc | 1,618 | $353.8K | 0.01% | −180−10.0% | Reduced |
| Rehmann Capital Advisory Group | 1,623 | $354.9K | 0.02% | +116+7.7% | Added |
| Waldron Private Wealth LLC | 1,626 | $355.5K | 0.02% | −117−6.7% | Reduced |
| Resonant Capital Advisors, LLC | 1,638 | $358.1K | 0.02% | +161+10.9% | Added |
| RVW Wealth, LLC | 1,644 | $359.4K | 0.03% | −37−2.2% | Reduced |
| Talon Private Wealth, LLC | 1,644 | $359.4K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,650 | $360.7K | 0.06% | +3+0.2% | Added |
| Wedbush Securities Inc | 1,661 | $363.0K | 0.01% | +628+60.8% | Added |
| Scientech Research LLC | 1,667 | $364.5K | 0.09% | +1,667 | New |
| Private Wealth Asset Management, LLC | 1,668 | $364.7K | 0.05% | +69+4.3% | Added |
| Kinloch Capital, LLC | 1,672 | $365.6K | 0.17% | 00.0% | Unchanged |