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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 1,675 | $366.2K | 0.24% | +242+16.9% | Added |
| Advisors Preferred, LLC | 1,685 | $367.0K | 0.06% | +1,685 | New |
| Geneos Wealth Management Inc. | 1,682 | $367.8K | 0.01% | +35+2.1% | Added |
| Umpqua Bank | 1,726 | $367.9K | 0.11% | +218+14.5% | Added |
| Great Lakes Advisors, LLC | 1,684 | $368.2K | 0.00% | −734−30.4% | Reduced |
| Citizens Business Bank | 890 | $368.6K | 0.07% | −206−18.8% | Reduced |
| Investment Partners, Ltd. | 1,696 | $370.9K | 0.14% | +6+0.4% | Added |
| Journey Advisory Group, LLC | 1,700 | $371.7K | 0.03% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,700 | $372.0K | 0.01% | −57,032−97.1% | Reduced |
| Asset Allocation & Management Company, LLC | 1,700 | $372.0K | 0.17% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,706 | $372.9K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,708 | $373.4K | 0.01% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,710 | $374.0K | 0.02% | −60−3.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,783 | $374.1K | 0.01% | +79+4.6% | Added |
| SeaCrest Wealth Management, LLC | 1,713 | $374.5K | 0.04% | −24−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 1,714 | $374.8K | 0.01% | +489+39.9% | Added |
| Fisher Asset Management, LLC | 1,718 | $375.6K | 0.00% | −450−20.8% | Reduced |
| Rothschild Investment LLC | 1,723 | $376.7K | 0.02% | −115−6.3% | Reduced |
| Tritonpoint Wealth, LLC | 1,731 | $378.6K | 0.04% | −29−1.6% | Reduced |
| FSM Wealth Advisors, LLC | 1,783 | $380.0K | 0.06% | +110+6.6% | Added |
| Dynamic Advisor Solutions LLC | 1,745 | $381.6K | 0.01% | −112−6.0% | Reduced |
| PFG Investments, LLC | 1,754 | $383.5K | 0.02% | −604−25.6% | Reduced |
| FORA Capital, LLC | 1,754 | $383.5K | 0.04% | −3,173−64.4% | Reduced |
| Norris Perne & French LLP | 1,756 | $383.9K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,762 | $385.3K | 0.02% | −6−0.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,767 | $386.3K | 0.03% | +364+25.9% | Added |
| Mayport, LLC | 1,773 | $387.6K | 0.09% | +5+0.3% | Added |
| Wall Street Access Asset Management, LLC | 1,777 | $388.5K | 0.13% | +1,777 | New |
| New Hampshire Trust | 1,778 | $388.7K | 0.08% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,783 | $389.8K | 0.03% | +204+12.9% | Added |
| VisionPoint Advisory Group, LLC | 1,787 | $390.7K | 0.08% | +1,787 | New |
| Ewa, LLC | 1,788 | $391.0K | 0.12% | +7+0.4% | Added |
| Pine Valley Investments Ltd Liability Co | 1,791 | $391.6K | 0.02% | −10−0.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,796 | $392.7K | 0.07% | +1,796 | New |
| ISAM Funds (UK) Ltd | 1,802 | $394.0K | 0.09% | +1,802 | New |
| Nwam LLC | 1,967 | $394.7K | 0.02% | +1,967 | New |
| Dogwood Wealth Management LLC | 1,854 | $395.3K | 0.19% | −1,094−37.1% | Reduced |
| Evoke Wealth, LLC | 1,810 | $395.7K | 0.01% | −111−5.8% | Reduced |
| Guardian Wealth Advisors, LLC | 1,813 | $396.4K | 0.03% | −45−2.4% | Reduced |
| LeClair Wealth Partners LLC | 1,820 | $397.9K | 0.27% | −1−0.1% | Reduced |
| Dillon & Associates Inc | 1,817 | $398.0K | 0.05% | +17+0.9% | Added |
| Harbour Investments, Inc. | 1,825 | $399.0K | 0.01% | +572+45.7% | Added |
| Revisor Wealth Management LLC | 1,866 | $400.7K | 0.14% | +537+40.4% | Added |
| AGH Wealth Advisors, LLC | 1,836 | $401.4K | 0.33% | +31+1.7% | Added |
| Financial Management Professionals, Inc. | 1,841 | $402.5K | 0.05% | +1,600+663.9% | Added |
| Gilbert & Cook, Inc. | 1,846 | $403.6K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,852 | $404.9K | 0.13% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 1,852 | $404.9K | 0.09% | +1,852 | New |
| Willow Creek Wealth Management Inc. | 1,854 | $405.4K | 0.04% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,854 | $405.4K | 0.01% | +1,854 | New |
| TFR Capital, LLC. | 1,857 | $406.0K | 0.15% | +48+2.7% | Added |
| Corient IA LLC | 1,860 | $406.7K | 0.24% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,893 | $407.2K | 0.01% | +723+61.8% | Added |
| Quantitative Investment Management, LLC | 1,868 | $408.0K | 0.05% | −25,201−93.1% | Reduced |
| Gladstone Institutional Advisory LLC | 1,869 | $408.7K | 0.02% | +24+1.3% | Added |
| Westover Capital Advisors, LLC | 1,877 | $410.4K | 0.08% | −4−0.2% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $411.3K | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,893 | $413.8K | 0.01% | −62−3.2% | Reduced |
| Catalyst Financial Partners LLC | 1,897 | $414.8K | 0.05% | +57+3.1% | Added |
| Joel Isaacson & Co., LLC | 1,902 | $415.9K | 0.02% | +478+33.6% | Added |
| Jacobi Capital Management LLC | 1,910 | $417.6K | 0.03% | +640+50.4% | Added |
| Opus Capital Group, LLC | 1,926 | $421.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,928 | $421.6K | 0.01% | −79−3.9% | Reduced |
| Parkside Financial Bank & Trust | 1,938 | $423.7K | 0.05% | +402+26.2% | Added |
| Evergreen Capital Management LLC | 1,939 | $423.9K | 0.01% | −59−3.0% | Reduced |
| CKW Financial Group | 1,948 | $424.0K | 0.05% | +4+0.2% | Added |
| Northstar Financial Companies, Inc. | 1,940 | $424.2K | 0.44% | +153+8.6% | Added |
| Gratus Wealth Advisors, LLC | 1,946 | $425.5K | 0.06% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,960 | $428.5K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,971 | $430.8K | 0.03% | +284+16.8% | Added |
| Trust Point Inc. | 1,976 | $432.0K | 0.04% | +155+8.5% | Added |
| Kanawha Capital Management LLC | 1,982 | $433.3K | 0.03% | +22+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,985 | $434.0K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 1,998 | $436.8K | 0.08% | −28−1.4% | Reduced |
| S&CO Inc | 2,000 | $437.0K | 0.03% | 00.0% | Unchanged |
| RDA Financial Network | 1,999 | $437.0K | 0.12% | +160+8.7% | Added |
| Hutchinson Capital Management | 2,000 | $437.3K | 0.08% | −1,395−41.1% | Reduced |
| Kornitzer Capital Management Inc | 2,000 | $437.3K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,004 | $438.2K | 0.00% | +2,004 | New |
| TownSquare Capital, LLC | 2,011 | $439.7K | 0.04% | −11,343−84.9% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $444.1K | 0.29% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,032 | $444.3K | 0.07% | −311−13.3% | Reduced |
| Savvy Advisors, Inc. | 2,038 | $445.7K | 0.03% | +437+27.3% | Added |
| Kessler Investment Group, LLC | 2,042 | $446.5K | 0.18% | −105−4.9% | Reduced |
| Stockman Wealth Management, Inc. | 2,045 | $447.1K | 0.06% | −300−12.8% | Reduced |
| Talisman Wealth Advisors LLC | 2,048 | $447.9K | 0.41% | −50−2.4% | Reduced |
| Cynosure Management, LLC | 2,051 | $448.4K | 0.05% | −16−0.8% | Reduced |
| Good Life Advisors, LLC | 2,057 | $449.8K | 0.03% | −115−5.3% | Reduced |
| Cornerstone Advisory, LLC | 2,062 | $450.8K | 0.05% | +53+2.6% | Added |
| Andina Capital Management, LLC | 2,084 | $455.6K | 0.32% | +59+2.9% | Added |
| Congress Asset Management Co | 2,087 | $456.3K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,089 | $456.7K | 0.05% | +2,089 | New |
| Modera Wealth Management, LLC | 2,097 | $458.5K | 0.01% | −38−1.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $459.1K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,237 | $463.5K | 0.02% | +143+13.1% | Added |
| Tower Bridge Advisors | 2,123 | $464.2K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 2,125 | $464.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,131 | $465.9K | 0.00% | −39−1.8% | Reduced |
| WestHill Financial Advisors, Inc. | 2,132 | $466.1K | 0.10% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,140 | $467.9K | 0.21% | +122+6.0% | Added |