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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 4,197 | $917.6K | 0.30% | −144−3.3% | Reduced |
| Continuum Advisory, LLC | 4,205 | $919.4K | 0.11% | +2,707+180.7% | Added |
| GM Advisory Group, Inc. | 4,214 | $921.2K | 0.05% | +132+3.2% | Added |
| Cito Capital Group, LLC | 4,300 | $940.0K | 0.33% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,299 | $940.0K | 0.02% | +385+9.8% | Added |
| Tower Trust & Investment Co | 4,337 | $948.2K | 0.67% | −45−1.0% | Reduced |
| Sage Mountain Advisors LLC | 4,349 | $950.9K | 0.06% | +14+0.3% | Added |
| Atlantic Union Bankshares Corp | 4,358 | $952.8K | 0.02% | +300+7.4% | Added |
| Western Wealth Management, LLC | 4,376 | $956.9K | 0.06% | +287+7.0% | Added |
| Trust Co of Toledo NA | 4,383 | $958.3K | 0.11% | −3−0.1% | Reduced |
| Walleye Capital LLC | 4,394 | $960.7K | 0.01% | +4,394 | New |
| Advance Capital Management, Inc. | 4,406 | $963.3K | 0.04% | +111+2.6% | Added |
| 1248 Management, LLC | 4,444 | $971.6K | 0.36% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,460 | $975.3K | 0.01% | −312−6.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,549 | $994.5K | 0.05% | −105−2.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,556 | $996.0K | 0.21% | +19+0.4% | Added |
| Boltwood Capital Management | 4,567 | $998.5K | 0.28% | −55−1.2% | Reduced |
| Polymer Capital Management (US) LLC | 4,586 | $1.00M | 0.16% | +4,586 | New |
| Annandale Capital, LLC | 4,600 | $1.01M | 0.19% | +4,600 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,617 | $1.01M | 0.08% | +100+2.2% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $1.02M | 0.43% | 00.0% | Unchanged |
| Allworth Financial LP | 4,653 | $1.02M | 0.00% | +831+21.7% | Added |
| Sowell Financial Services LLC | 4,668 | $1.02M | 0.04% | +664+16.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,671 | $1.02M | 0.10% | +246+5.6% | Added |
| Cascade Financial Partners, LLC | 4,676 | $1.02M | 0.12% | 00.0% | Unchanged |
| Fjell Capital, LLC | 4,679 | $1.02M | 0.95% | +35+0.8% | Added |
| Balyasny Asset Management LLC | 4,687 | $1.02M | 0.00% | +1,283+37.7% | Added |
| Belpointe Asset Management LLC | 4,687 | $1.02M | 0.04% | −3−0.1% | Reduced |
| PDS Planning, Inc | 4,689 | $1.03M | 0.08% | +1,434+44.1% | Added |
| Beck Bode, LLC | 4,702 | $1.03M | 0.17% | −95−2.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $1.03M | 0.18% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,430 | $1.03M | 0.05% | −224−4.8% | Reduced |
| Matauro, LLC | 4,738 | $1.04M | 0.19% | −1,584−25.1% | Reduced |
| Armis Advisers, LLC | 4,880 | $1.04M | 0.08% | +1,429+41.4% | Added |
| Bridgewater Advisors Inc. | 5,149 | $1.04M | 0.08% | −47−0.9% | Reduced |
| Regency Capital Management Inc. | 4,809 | $1.05M | 0.55% | +4,809 | New |
| Parsonex Advisory Services, Inc. | 4,835 | $1.06M | 0.88% | +4,835 | New |
| Canandaigua National Bank & Trust Co | 4,842 | $1.06M | 0.10% | −91−1.8% | Reduced |
| Cigna Investments Inc | 4,854 | $1.06M | 0.18% | −92−1.9% | Reduced |
| Global Retirement Partners, LLC | 4,867 | $1.06M | 0.03% | +4,867 | New |
| Manchester Capital Management LLC | 4,871 | $1.06M | 0.14% | −10−0.2% | Reduced |
| Fullcircle Wealth LLC | 5,375 | $1.07M | 0.40% | +130+2.5% | Added |
| Charter Trust Co | 4,903 | $1.07M | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,906 | $1.07M | 0.05% | −5,849−54.4% | Reduced |
| Independent Advisor Alliance | 4,909 | $1.07M | 0.03% | +28+0.6% | Added |
| HM Payson & Co | 4,946 | $1.08M | 0.02% | +53+1.1% | Added |
| Quadcap Wealth Management, LLC | 4,965 | $1.09M | 0.14% | +365+7.9% | Added |
| Leavell Investment Management, Inc. | 4,982 | $1.09M | 0.05% | +439+9.7% | Added |
| Twin Tree Management, LP | 4,984 | $1.09M | 0.03% | +4,984 | New |
| Truefg, LLC | 5,000 | $1.09M | 0.32% | +1,500+42.9% | Added |
| Ameritas Investment Partners, Inc. | 5,016 | $1.10M | 0.03% | −27−0.5% | Reduced |
| JGP Wealth Management, LLC | 5,034 | $1.10M | 0.13% | +68+1.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $1.11M | 0.09% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,106 | $1.11M | 0.16% | −59−1.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,079 | $1.11M | 0.18% | −95−1.8% | Reduced |
| AlphaCore Capital LLC | 5,111 | $1.12M | 0.04% | +74+1.5% | Added |
| Arkadios Wealth Advisors | 5,111 | $1.12M | 0.03% | +1,894+58.9% | Added |
| Broadway Wealth Solutions, Inc. | 5,133 | $1.12M | 0.70% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,457 | $1.16M | 0.71% | +70+1.3% | Added |
| Legacy Wealth Asset Management, LLC | 5,311 | $1.16M | 0.30% | +19+0.4% | Added |
| Capital Asset Advisory Services LLC | 5,336 | $1.16M | 0.05% | −1,260−19.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,400 | $1.18M | 0.06% | −505−8.6% | Reduced |
| Integrity Alliance, LLC. | 5,423 | $1.19M | 0.06% | −4,975−47.8% | Reduced |
| Integrated Advisors Network LLC | 5,440 | $1.19M | 0.05% | +91+1.7% | Added |
| AA Financial Advisors, LLC | 5,448 | $1.19M | 0.26% | +247+4.7% | Added |
| West Paces Advisors Inc. | 5,463 | $1.19M | 0.25% | +54+1.0% | Added |
| Landscape Capital Management, L.L.C. | 5,465 | $1.19M | 0.09% | −13−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.21M | 0.09% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,615 | $1.23M | 0.16% | +447+8.6% | Added |
| Strategic Wealth Designers | 5,625 | $1.23M | 1.78% | +364+6.9% | Added |
| R Squared Ltd | 5,635 | $1.23M | 0.68% | +5,635 | New |
| Red Door Wealth Management, LLC | 5,656 | $1.24M | 0.15% | +891+18.7% | Added |
| Ferguson Wellman Capital Management, Inc | 5,662 | $1.24M | 0.02% | −166−2.8% | Reduced |
| Trust Asset Management LLC | 5,662 | $1.24M | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,665 | $1.24M | 0.02% | −251−4.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.24M | 0.70% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,691 | $1.24M | 0.10% | −620−9.8% | Reduced |
| Ostrum Asset Management | 5,708 | $1.25M | 0.06% | −165−2.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,709 | $1.25M | 0.02% | +409+7.7% | Added |
| Elmwood Wealth Management, Inc. | 5,723 | $1.25M | 0.50% | +10.0% | Added |
| DRW Securities, LLC | 5,747 | $1.26M | 0.09% | +5,747 | New |
| Valeo Financial Advisors, LLC | 5,764 | $1.26M | 0.03% | +322+5.9% | Added |
| NorthRock Partners, LLC | 5,772 | $1.26M | 0.03% | +493+9.3% | Added |
| Fidelis Capital Partners, LLC | 6,210 | $1.27M | 0.12% | +19+0.3% | Added |
| Sagespring Wealth Partners, LLC | 5,802 | $1.27M | 0.03% | −283−4.7% | Reduced |
| West Family Investments, Inc. | 5,858 | $1.28M | 0.33% | +980+20.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,871 | $1.28M | 0.36% | −371−5.9% | Reduced |
| Prosperity Financial Group, Inc. | 5,869 | $1.28M | 0.55% | +14+0.2% | Added |
| Oddo BHF Asset Management SAS | 5,882 | $1.29M | 0.05% | −7,157−54.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,883 | $1.29M | 0.06% | +148+2.6% | Added |
| Ironwood Investment Counsel, LLC | 5,900 | $1.29M | 0.20% | +151+2.6% | Added |
| Oppenheimer & Co Inc | 5,933 | $1.30M | 0.02% | +107+1.8% | Added |
| Diversify Advisory Services, LLC | 6,396 | $1.31M | 0.05% | +6,396 | New |
| Stance Capital LLC | 5,985 | $1.31M | 0.49% | +5,985 | New |
| Concord Wealth Partners | 6,033 | $1.32M | 0.19% | −15−0.2% | Reduced |
| Concord Asset Management, LLC | 6,033 | $1.32M | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,050 | $1.32M | 0.02% | −1,896−23.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.32M | 0.02% | −6−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.32M | 0.43% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,100 | $1.33M | 0.08% | −656−9.7% | Reduced |