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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 2,143 | $468.5K | 0.01% | +45+2.1% | Added |
| EntryPoint Capital, LLC | 2,148 | $469.6K | 0.24% | +871+68.2% | Added |
| Procyon Private Wealth Partners, LLC | 2,159 | $472.0K | 0.04% | −428−16.5% | Reduced |
| BTS Asset Management, Inc. | 2,164 | $473.1K | 0.57% | +2,164 | New |
| Parsons Capital Management Inc | 2,173 | $475.1K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,185 | $477.7K | 0.08% | +376+20.8% | Added |
| Penobscot Investment Management Company, Inc. | 2,192 | $479.3K | 0.04% | −2−0.1% | Reduced |
| Atala Financial Inc | 2,202 | $481.4K | 0.33% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,204 | $481.8K | 0.01% | +108+5.2% | Added |
| Fielder Capital Group LLC | 2,207 | $482.4K | 0.13% | −179−7.5% | Reduced |
| L2 Asset Management, LLC | 2,207 | $482.5K | 0.08% | +128+6.2% | Added |
| National Asset Management, Inc. | 2,218 | $485.0K | 0.02% | −2,267−50.5% | Reduced |
| Clarkston Capital Partners, LLC | 2,225 | $486.5K | 0.01% | +500+29.0% | Added |
| Intellus Advisors LLC | 2,241 | $490.0K | 0.07% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,244 | $490.7K | 0.02% | −166−6.9% | Reduced |
| Blueshift Asset Management, LLC | 2,248 | $491.5K | 0.15% | +2,248 | New |
| IHT Wealth Management, LLC | 2,251 | $492.2K | 0.01% | −55−2.4% | Reduced |
| Advisors Capital Management, LLC | 2,251 | $492.2K | 0.01% | −166−6.9% | Reduced |
| Alta Advisers Ltd | 2,278 | $498.1K | 0.18% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,286 | $499.8K | 0.07% | −60−2.6% | Reduced |
| Wealthspire Advisors, LLC | 2,319 | $507.0K | 0.00% | −1,219−34.5% | Reduced |
| Jarislowsky, Fraser Ltd | 2,323 | $507.9K | 0.00% | +623+36.6% | Added |
| Scott Marsh Financial, LLC | 2,324 | $508.1K | 0.19% | +2,324 | New |
| James Hambro & Partners | 2,326 | $508.7K | 0.02% | −485−17.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,340 | $511.6K | 0.30% | +2,340 | New |
| Principal Street Partners, LLC | 2,342 | $512.2K | 0.05% | +1,171+100.0% | Added |
| Powell Investment Advisors, LLC | 2,359 | $515.8K | 0.19% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,365 | $517.0K | 0.01% | +638+36.9% | Added |
| Patrick M Sweeney & Associates, Inc | 2,413 | $519.1K | 0.36% | +45+1.9% | Added |
| Eads & Heald Wealth Management | 2,385 | $521.0K | 0.26% | −75−3.0% | Reduced |
| Pallas Capital Advisors LLC | 2,385 | $521.6K | 0.02% | −958−28.7% | Reduced |
| Gsa Capital Partners LLP | 2,398 | $524.0K | 0.04% | +2,398 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,400 | $524.7K | 0.02% | −2,000−45.5% | Reduced |
| Reliant Investment Management, LLC | 2,411 | $527.1K | 0.23% | −22,493−90.3% | Reduced |
| Foguth Wealth Management, LLC. | 2,411 | $527.1K | 0.11% | −43−1.8% | Reduced |
| Geneva Partners, LLC | 2,412 | $527.4K | 0.21% | −16,736−87.4% | Reduced |
| Signal Advisors Wealth, LLC | 2,434 | $532.3K | 0.04% | −14−0.6% | Reduced |
| Aberdeen Wealth Management LLC | 2,436 | $532.6K | 0.35% | 00.0% | Unchanged |
| Keel Point, LLC | 2,442 | $533.9K | 0.04% | +150+6.5% | Added |
| IFC Advisors LLC | 2,447 | $535.0K | 0.10% | −71−2.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,458 | $537.4K | 0.25% | +10.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,470 | $540.0K | 0.04% | +2,470 | New |
| LGT Group Foundation | 2,473 | $540.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,475 | $541.1K | 0.03% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,478 | $541.8K | 0.04% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,480 | $542.2K | 0.21% | +155+6.7% | Added |
| Advyzon Investment Management, LLC | 2,490 | $544.5K | 0.12% | +106+4.4% | Added |
| Broderick Brian C | 2,500 | $546.6K | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,500 | $547.0K | 0.28% | −3,000−54.5% | Reduced |
| Evernest Financial Advisors, LLC | 2,510 | $548.7K | 0.18% | +336+15.5% | Added |
| Mayflower Financial Advisors, LLC | 2,510 | $548.8K | 0.08% | +381+17.9% | Added |
| Sigma Planning Corp | 2,529 | $552.8K | 0.02% | +275+12.2% | Added |
| Walter & Keenan Financial Consulting Co | 2,552 | $558.0K | 0.16% | +10+0.4% | Added |
| Financial Advocates Investment Management | 2,561 | $560.0K | 0.05% | +369+16.8% | Added |
| C2C Wealth Management, LLC | 2,580 | $564.1K | 0.51% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,590 | $566.3K | 0.15% | +4+0.2% | Added |
| Fogel Capital Management, Inc. | 2,614 | $571.5K | 0.30% | +2,614 | New |
| Boston Research & Management Inc | 2,620 | $572.8K | 0.14% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,635 | $576.1K | 0.05% | −10−0.4% | Reduced |
| David Loasby | 2,921 | $577.7K | 0.05% | −283−8.8% | Reduced |
| Warther Private Wealth, LLC | 2,650 | $579.4K | 0.15% | −50−1.9% | Reduced |
| Capital Advisors Inc | 2,667 | $583.1K | 0.01% | +24+0.9% | Added |
| Groupama Asset Managment | 2,704 | $586.7K | 0.01% | −257−8.7% | Reduced |
| Penserra Capital Management LLC | 2,706 | $591.0K | 0.01% | −4,430−62.1% | Reduced |
| Avalon Trust Co | 2,714 | $593.4K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,723 | $595.4K | 0.11% | +1,012+59.1% | Added |
| Nomura Holdings Inc | 2,739 | $598.9K | 0.00% | −12,754−82.3% | Reduced |
| Fulcrum Asset Management LLP | 2,741 | $599.3K | 0.17% | +2,741 | New |
| Chesapeake Asset Management LLC | 2,745 | $600.2K | 0.55% | −133−4.6% | Reduced |
| 44 Wealth Management LLC | 2,749 | $601.0K | 0.21% | +118+4.5% | Added |
| Wellington Capital Management, Inc. | 2,760 | $603.0K | 0.91% | +2,760 | New |
| Coign Capital Advisors LLC | 2,769 | $605.4K | 0.41% | +55+2.0% | Added |
| Ambassador Advisors, LLC | 2,791 | $610.2K | 0.09% | −63−2.2% | Reduced |
| Premier Path Wealth Partners, LLC | 2,792 | $610.5K | 0.08% | +128+4.8% | Added |
| Green Harvest Asset Management LLC | 2,800 | $612.2K | 0.01% | −11−0.4% | Reduced |
| Spirepoint Private Client, LLC | 2,800 | $612.2K | 0.07% | −4−0.1% | Reduced |
| Meritas Wealth Management, LLC | 2,805 | $613.3K | 0.34% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,812 | $614.9K | 0.07% | −136−4.6% | Reduced |
| Sterling Wealth Management, Inc. | 2,818 | $616.1K | 0.21% | +2,818 | New |
| Aster Capital Management (DIFC) Ltd | 2,824 | $617.4K | 0.14% | +902+46.9% | Added |
| Archvest Wealth Advisors, Inc. | 2,840 | $620.9K | 0.55% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,849 | $623.1K | 0.13% | −50−1.7% | Reduced |
| Kearns & Associates LLC | 2,860 | $625.3K | 0.36% | 00.0% | Unchanged |
| Strid Group, LLC | 2,873 | $628.2K | 0.09% | 00.0% | Unchanged |
| SWMG, LLC | 3,050 | $629.1K | 0.21% | +364+13.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,897 | $633.4K | 0.17% | +838+40.7% | Added |
| Moors & Cabot, Inc. | 2,915 | $637.4K | 0.03% | +1,177+67.7% | Added |
| Pure Financial Advisors, Inc. | 2,963 | $647.7K | 0.01% | +941+46.5% | Added |
| Delta Investment Management, LLC | 2,986 | $653.0K | 0.13% | −23−0.8% | Reduced |
| Gryphon Financial Partners LLC | 2,987 | $653.1K | 0.09% | +596+24.9% | Added |
| Farringdon Capital, Ltd. | 2,994 | $654.6K | 0.22% | +2,994 | New |
| SOL Capital Management CO | 3,030 | $662.0K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,030 | $662.5K | 0.03% | 00.0% | Unchanged |
| Vicus Capital | 3,049 | $666.7K | 0.06% | +11+0.4% | Added |
| Dakota Wealth Management | 3,066 | $670.4K | 0.01% | +35+1.2% | Added |
| Dover Advisors, LLC | 3,102 | $678.2K | 0.30% | −2,177−41.2% | Reduced |
| My Legacy Advisors, LLC | 3,181 | $683.0K | 0.24% | +361+12.8% | Added |
| Gateway Investment Advisers LLC | 3,126 | $683.4K | 0.01% | −109−3.4% | Reduced |
| Florida Financial Advisors, LLC | 3,129 | $684.2K | 0.23% | −18−0.6% | Reduced |
| Bill Few Associates, Inc. | 3,135 | $685.4K | 0.19% | 00.0% | Unchanged |