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 |
|---|---|---|---|---|---|
| Ninety One SA (PTY) Ltd | 3,158 | $687.2K | 0.11% | −96−3.0% | Reduced |
| Spire Wealth Management | 3,149 | $688.5K | 0.02% | −12,190−79.5% | Reduced |
| Rodgers Brothers Inc. | 3,150 | $688.7K | 0.09% | −100−3.1% | Reduced |
| Portland Global Advisors LLC | 3,165 | $692.0K | 0.08% | +3,165 | New |
| Ellevest, Inc. | 3,179 | $695.1K | 0.11% | +97+3.1% | Added |
| Integrated Wealth Concepts LLC | 3,180 | $695.2K | 0.01% | −1,163−26.8% | Reduced |
| Clarius Group, LLC | 3,182 | $695.7K | 0.04% | +105+3.4% | Added |
| Duncker Streett & Co Inc | 3,200 | $699.6K | 0.13% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,200 | $699.7K | 0.03% | −608−16.0% | Reduced |
| Defined Wealth Management, LLC | 3,202 | $700.1K | 0.43% | +4+0.1% | Added |
| Thrive Wealth Management, LLC | 3,219 | $703.7K | 0.11% | −220−6.4% | Reduced |
| Aaron Wealth Advisors | 3,220 | $704.0K | 0.07% | −68−2.1% | Reduced |
| Waller Financial Planning Group, Inc | 3,225 | $705.2K | 0.17% | +11+0.3% | Added |
| Parvin Asset Management, LLC | 3,230 | $706.2K | 0.73% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 3,240 | $708.4K | 0.02% | −16−0.5% | Reduced |
| White Pine Investment CO | 3,241 | $709.0K | 0.18% | −55−1.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $709.3K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,255 | $711.7K | 0.23% | −55−1.7% | Reduced |
| Proficio Capital Partners LLC | 3,284 | $717.9K | 0.04% | +22+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,286 | $718.5K | 0.01% | −100−3.0% | Reduced |
| Mattern Capital Management, LLC | 3,302 | $721.9K | 0.09% | +536+19.4% | Added |
| Williams Jones Wealth Management, LLC. | 3,304 | $722.4K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 3,308 | $723.3K | 0.01% | +296+9.8% | Added |
| Schear Investment Advisers, LLC | 3,321 | $726.1K | 0.36% | +78+2.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $728.9K | 0.03% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,337 | $729.6K | 0.04% | +688+26.0% | Added |
| Axq Capital, LP | 3,342 | $730.7K | 0.24% | +1,771+112.7% | Added |
| Atria Wealth Solutions, Inc. | 3,364 | $735.5K | 0.02% | −3,548−51.3% | Reduced |
| Quotient Wealth Partners, LLC | 3,376 | $738.2K | 0.02% | −250−6.9% | Reduced |
| Fulton Bank, N.A. | 3,395 | $742.3K | 0.03% | −382−10.1% | Reduced |
| Frank, Rimerman Advisors LLC | 3,395 | $742.3K | 0.05% | −400−10.5% | Reduced |
| 111 Capital | 3,406 | $744.7K | 0.13% | +3,406 | New |
| Strategic Blueprint, LLC | 3,420 | $747.8K | 0.04% | −161−4.5% | Reduced |
| Personal Cfo Solutions, LLC | 3,426 | $749.1K | 0.14% | −252−6.9% | Reduced |
| Buckley Wealth Management, LLC | 3,479 | $760.6K | 0.23% | −22−0.6% | Reduced |
| Level Four Advisory Services, LLC | 3,482 | $761.4K | 0.03% | −17−0.5% | Reduced |
| Numerai GP LLC | 3,491 | $763.3K | 0.11% | +3,491 | New |
| Equitable Holdings, Inc. | 3,495 | $764.1K | 0.01% | +496+16.5% | Added |
| Noesis Capital Mangement Corp | 3,500 | $765.2K | 0.13% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 3,501 | $765.5K | 0.16% | +3,501 | New |
| SRN Advisors, LLC | 3,502 | $765.7K | 0.70% | +207+6.3% | Added |
| Neo Ivy Capital Management | 3,510 | $767.4K | 0.24% | +3,510 | New |
| Mutual Advisors, LLC | 3,687 | $775.8K | 0.02% | +118+3.3% | Added |
| LGT Fund Management Co Ltd. | 3,554 | $777.0K | 0.07% | +1,314+58.7% | Added |
| Forum Financial Management, LP | 3,592 | $785.4K | 0.01% | +380+11.8% | Added |
| Avestar Capital, LLC | 3,598 | $786.7K | 0.06% | +609+20.4% | Added |
| Ashton Thomas Securities, LLC | 3,600 | $787.1K | 0.19% | −67−1.8% | Reduced |
| Vista Investment Partners LLC | 3,600 | $787.1K | 0.23% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,601 | $787.3K | 0.02% | +3,601 | New |
| CWA Asset Management Group, LLC | 3,612 | $789.7K | 0.03% | +177+5.2% | Added |
| Westpac Banking Corp | 3,614 | $790.2K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,616 | $790.6K | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,631 | $793.9K | 0.16% | +11+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 3,666 | $801.4K | 0.01% | −1,093−23.0% | Reduced |
| Shira Ridge Wealth Management | 3,666 | $801.5K | 0.37% | −52−1.4% | Reduced |
| Opes Wealth Management LLC | 3,688 | $806.3K | 0.14% | +3,688 | New |
| Howard Capital Management Inc. | 3,689 | $806.6K | 0.01% | +934+33.9% | Added |
| Ausdal Financial Partners, Inc. | 3,694 | $807.6K | 0.05% | −74−2.0% | Reduced |
| Founders Financial Securities LLC | 3,695 | $807.9K | 0.06% | −382−9.4% | Reduced |
| Empower Advisory Group, LLC | 3,697 | $808.2K | 0.00% | +485+15.1% | Added |
| Nicolet Bankshares Inc | 3,712 | $811.6K | 0.14% | +686+22.7% | Added |
| Allred Capital Management, LLC | 3,741 | $817.9K | 0.31% | −204−5.2% | Reduced |
| Catalytic Wealth RIA, LLC | 3,759 | $821.9K | 0.07% | +2,807+294.9% | Added |
| Matthew Goff Investment Advisor, LLC | 3,761 | $822.3K | 0.15% | 00.0% | Unchanged |
| Graypoint LLC | 3,764 | $823.0K | 0.05% | +81+2.2% | Added |
| Novem Group | 3,765 | $823.3K | 0.10% | +3,765 | New |
| Walleye Trading LLC | 3,787 | $828.0K | 0.02% | −14,015−78.7% | Reduced |
| Baker Ellis Asset Management LLC | 3,788 | $828.2K | 0.11% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,794 | $829.5K | 0.03% | −5,350−58.5% | Reduced |
| We Are One Seven, LLC | 3,801 | $831.1K | 0.03% | −1,501−28.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,805 | $831.9K | 0.11% | −622−14.1% | Reduced |
| Aigen Investment Management, LP | 3,820 | $835.2K | 0.11% | +3,820 | New |
| Aries Wealth Management | 3,837 | $838.9K | 0.22% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,844 | $840.5K | 0.19% | −100−2.5% | Reduced |
| Marshall Financial Group LLC | 3,944 | $840.7K | 0.16% | +3,944 | New |
| Genesee Capital Advisors, LLC | 3,860 | $844.0K | 0.38% | +34+0.9% | Added |
| Parisi Gray Wealth Management | 3,882 | $848.7K | 0.24% | +10.0% | Added |
| Glenview Trust Co | 3,897 | $852.0K | 0.01% | +379+10.8% | Added |
| Mma Asset Management LLC | 3,900 | $852.7K | 0.33% | +396+11.3% | Added |
| PUREfi Wealth, LLC | 3,906 | $854.0K | 0.68% | +582+17.5% | Added |
| Quest Partners LLC | 3,912 | $855.3K | 0.08% | −9,025−69.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,913 | $855.6K | 0.41% | +130+3.4% | Added |
| Legacy Capital Wealth Partners, LLC | 3,928 | $858.8K | 0.20% | −292−6.9% | Reduced |
| Stephens Inc | 3,932 | $859.7K | 0.01% | +77+2.0% | Added |
| Essex Investment Management Co LLC | 3,933 | $859.9K | 0.16% | 00.0% | Unchanged |
| SFMG, LLC | 3,952 | $864.1K | 0.06% | −84−2.1% | Reduced |
| AE Wealth Management LLC | 3,959 | $865.7K | 0.01% | +446+12.7% | Added |
| Kondo Wealth Advisors, Inc. | 3,975 | $865.9K | 0.38% | +10.0% | Added |
| Paradigm Financial Partners, LLC | 3,980 | $870.2K | 0.09% | −213−5.1% | Reduced |
| Nilsine Partners, LLC | 4,005 | $875.7K | 0.09% | −165−4.0% | Reduced |
| Warren Averett Asset Management, LLC | 4,016 | $878.0K | 0.01% | −236−5.6% | Reduced |
| Midwest Trust Co | 4,016 | $878.1K | 0.01% | +4,016 | New |
| Wingate Wealth Advisors, Inc. | 4,022 | $879.4K | 0.78% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,065 | $888.8K | 0.02% | +25+0.6% | Added |
| Louisbourg Investments Inc. | 5,479 | $893.6K | 0.21% | −2,700−33.0% | Reduced |
| Coastal Bridge Advisors, LLC | 4,091 | $894.3K | 0.07% | +4,091 | New |
| Massmutual Trust Co FSB | 4,117 | $900.1K | 0.02% | +190+4.8% | Added |
| VeraBank, N.A. | 4,145 | $906.3K | 0.18% | +396+10.6% | Added |
| Rossby Financial, LCC | 4,149 | $907.1K | 0.34% | +231+5.9% | Added |
| Foundations Investment Advisors, LLC | 4,194 | $917.0K | 0.01% | −20−0.5% | Reduced |