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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,202 | $700.1K | 0.43% | +4+0.1% | Added |
| Atomi Financial Group, Inc. | 3,200 | $699.7K | 0.03% | −608−16.0% | Reduced |
| Duncker Streett & Co Inc | 3,200 | $699.6K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,182 | $695.7K | 0.04% | +105+3.4% | Added |
| Integrated Wealth Concepts LLC | 3,180 | $695.2K | 0.01% | −1,163−26.8% | Reduced |
| Ellevest, Inc. | 3,179 | $695.1K | 0.11% | +97+3.1% | Added |
| Portland Global Advisors LLC | 3,165 | $692.0K | 0.08% | +3,165 | New |
| Rodgers Brothers Inc. | 3,150 | $688.7K | 0.09% | −100−3.1% | Reduced |
| Spire Wealth Management | 3,149 | $688.5K | 0.02% | −12,190−79.5% | Reduced |
| Ninety One SA (PTY) Ltd | 3,158 | $687.2K | 0.11% | −96−3.0% | Reduced |
| Bill Few Associates, Inc. | 3,135 | $685.4K | 0.19% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,129 | $684.2K | 0.23% | −18−0.6% | Reduced |
| Gateway Investment Advisers LLC | 3,126 | $683.4K | 0.01% | −109−3.4% | Reduced |
| My Legacy Advisors, LLC | 3,181 | $683.0K | 0.24% | +361+12.8% | Added |
| Dover Advisors, LLC | 3,102 | $678.2K | 0.30% | −2,177−41.2% | Reduced |
| Dakota Wealth Management | 3,066 | $670.4K | 0.01% | +35+1.2% | Added |
| Vicus Capital | 3,049 | $666.7K | 0.06% | +11+0.4% | Added |
| North Star Asset Management Inc | 3,030 | $662.5K | 0.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,030 | $662.0K | 0.06% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 2,994 | $654.6K | 0.22% | +2,994 | New |
| Gryphon Financial Partners LLC | 2,987 | $653.1K | 0.09% | +596+24.9% | Added |
| Delta Investment Management, LLC | 2,986 | $653.0K | 0.13% | −23−0.8% | Reduced |
| Pure Financial Advisors, Inc. | 2,963 | $647.7K | 0.01% | +941+46.5% | Added |
| Moors & Cabot, Inc. | 2,915 | $637.4K | 0.03% | +1,177+67.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,897 | $633.4K | 0.17% | +838+40.7% | Added |
| SWMG, LLC | 3,050 | $629.1K | 0.21% | +364+13.6% | Added |
| Strid Group, LLC | 2,873 | $628.2K | 0.09% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,860 | $625.3K | 0.36% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,849 | $623.1K | 0.13% | −50−1.7% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,840 | $620.9K | 0.55% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,824 | $617.4K | 0.14% | +902+46.9% | Added |
| Sterling Wealth Management, Inc. | 2,818 | $616.1K | 0.21% | +2,818 | New |
| Aprio Wealth Management, LLC | 2,812 | $614.9K | 0.07% | −136−4.6% | Reduced |
| Meritas Wealth Management, LLC | 2,805 | $613.3K | 0.34% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,800 | $612.2K | 0.07% | −4−0.1% | Reduced |
| Green Harvest Asset Management LLC | 2,800 | $612.2K | 0.01% | −11−0.4% | Reduced |
| Premier Path Wealth Partners, LLC | 2,792 | $610.5K | 0.08% | +128+4.8% | Added |
| Ambassador Advisors, LLC | 2,791 | $610.2K | 0.09% | −63−2.2% | Reduced |
| Coign Capital Advisors LLC | 2,769 | $605.4K | 0.41% | +55+2.0% | Added |
| Wellington Capital Management, Inc. | 2,760 | $603.0K | 0.91% | +2,760 | New |
| 44 Wealth Management LLC | 2,749 | $601.0K | 0.21% | +118+4.5% | Added |
| Chesapeake Asset Management LLC | 2,745 | $600.2K | 0.55% | −133−4.6% | Reduced |
| Fulcrum Asset Management LLP | 2,741 | $599.3K | 0.17% | +2,741 | New |
| Nomura Holdings Inc | 2,739 | $598.9K | 0.00% | −12,754−82.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,723 | $595.4K | 0.11% | +1,012+59.1% | Added |
| Avalon Trust Co | 2,714 | $593.4K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,706 | $591.0K | 0.01% | −4,430−62.1% | Reduced |
| Groupama Asset Managment | 2,704 | $586.7K | 0.01% | −257−8.7% | Reduced |
| Capital Advisors Inc | 2,667 | $583.1K | 0.01% | +24+0.9% | Added |
| Warther Private Wealth, LLC | 2,650 | $579.4K | 0.15% | −50−1.9% | Reduced |
| David Loasby | 2,921 | $577.7K | 0.05% | −283−8.8% | Reduced |
| Amplius Wealth Advisors, LLC | 2,635 | $576.1K | 0.05% | −10−0.4% | Reduced |
| Boston Research & Management Inc | 2,620 | $572.8K | 0.14% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 2,614 | $571.5K | 0.30% | +2,614 | New |
| TFB Advisors LLC | 2,590 | $566.3K | 0.15% | +4+0.2% | Added |
| C2C Wealth Management, LLC | 2,580 | $564.1K | 0.51% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,561 | $560.0K | 0.05% | +369+16.8% | Added |
| Walter & Keenan Financial Consulting Co | 2,552 | $558.0K | 0.16% | +10+0.4% | Added |
| Sigma Planning Corp | 2,529 | $552.8K | 0.02% | +275+12.2% | Added |
| Mayflower Financial Advisors, LLC | 2,510 | $548.8K | 0.08% | +381+17.9% | Added |
| Evernest Financial Advisors, LLC | 2,510 | $548.7K | 0.18% | +336+15.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,500 | $547.0K | 0.28% | −3,000−54.5% | Reduced |
| Broderick Brian C | 2,500 | $546.6K | 0.11% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,490 | $544.5K | 0.12% | +106+4.4% | Added |
| Wela Strategies, Inc. | 2,480 | $542.2K | 0.21% | +155+6.7% | Added |
| ARS Investment Partners, LLC | 2,478 | $541.8K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,475 | $541.1K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 2,473 | $540.7K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,470 | $540.0K | 0.04% | +2,470 | New |
| Spectrum Wealth Advisory Group, LLC | 2,458 | $537.4K | 0.25% | +10.0% | Added |
| IFC Advisors LLC | 2,447 | $535.0K | 0.10% | −71−2.8% | Reduced |
| Keel Point, LLC | 2,442 | $533.9K | 0.04% | +150+6.5% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $532.6K | 0.35% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,434 | $532.3K | 0.04% | −14−0.6% | Reduced |
| Geneva Partners, LLC | 2,412 | $527.4K | 0.21% | −16,736−87.4% | 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 |
| 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 |
| Gsa Capital Partners LLP | 2,398 | $524.0K | 0.04% | +2,398 | New |
| Pallas Capital Advisors LLC | 2,385 | $521.6K | 0.02% | −958−28.7% | Reduced |
| Eads & Heald Wealth Management | 2,385 | $521.0K | 0.26% | −75−3.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,413 | $519.1K | 0.36% | +45+1.9% | Added |
| J.W. Cole Advisors, Inc. | 2,365 | $517.0K | 0.01% | +638+36.9% | Added |
| Powell Investment Advisors, LLC | 2,359 | $515.8K | 0.19% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,342 | $512.2K | 0.05% | +1,171+100.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,340 | $511.6K | 0.30% | +2,340 | New |
| James Hambro & Partners | 2,326 | $508.7K | 0.02% | −485−17.3% | Reduced |
| Scott Marsh Financial, LLC | 2,324 | $508.1K | 0.19% | +2,324 | New |
| Jarislowsky, Fraser Ltd | 2,323 | $507.9K | 0.00% | +623+36.6% | Added |
| Wealthspire Advisors, LLC | 2,319 | $507.0K | 0.00% | −1,219−34.5% | Reduced |
| D'Orazio & Associates, Inc. | 2,286 | $499.8K | 0.07% | −60−2.6% | Reduced |
| Alta Advisers Ltd | 2,278 | $498.1K | 0.18% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,251 | $492.2K | 0.01% | −166−6.9% | Reduced |
| IHT Wealth Management, LLC | 2,251 | $492.2K | 0.01% | −55−2.4% | Reduced |
| Blueshift Asset Management, LLC | 2,248 | $491.5K | 0.15% | +2,248 | New |
| Berkshire Asset Management LLC | 2,244 | $490.7K | 0.02% | −166−6.9% | Reduced |
| Intellus Advisors LLC | 2,241 | $490.0K | 0.07% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,225 | $486.5K | 0.01% | +500+29.0% | Added |
| National Asset Management, Inc. | 2,218 | $485.0K | 0.02% | −2,267−50.5% | Reduced |
| L2 Asset Management, LLC | 2,207 | $482.5K | 0.08% | +128+6.2% | Added |