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 |
|---|---|---|---|---|---|
| Fielder Capital Group LLC | 2,207 | $482.4K | 0.13% | −179−7.5% | Reduced |
| Brookstone Capital Management | 2,204 | $481.8K | 0.01% | +108+5.2% | Added |
| Atala Financial Inc | 2,202 | $481.4K | 0.33% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,192 | $479.3K | 0.04% | −2−0.1% | Reduced |
| USA Financial Portformulas Corp | 2,185 | $477.7K | 0.08% | +376+20.8% | Added |
| Parsons Capital Management Inc | 2,173 | $475.1K | 0.03% | 00.0% | Unchanged |
| BTS Asset Management, Inc. | 2,164 | $473.1K | 0.57% | +2,164 | New |
| Procyon Private Wealth Partners, LLC | 2,159 | $472.0K | 0.04% | −428−16.5% | Reduced |
| EntryPoint Capital, LLC | 2,148 | $469.6K | 0.24% | +871+68.2% | Added |
| Cassaday & Co Wealth Management LLC | 2,143 | $468.5K | 0.01% | +45+2.1% | Added |
| Everpar Advisors LLC | 2,140 | $467.9K | 0.21% | +122+6.0% | Added |
| WestHill Financial Advisors, Inc. | 2,132 | $466.1K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,131 | $465.9K | 0.00% | −39−1.8% | Reduced |
| Eastern Bank | 2,125 | $464.6K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,123 | $464.2K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,237 | $463.5K | 0.02% | +143+13.1% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $459.1K | 0.12% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,097 | $458.5K | 0.01% | −38−1.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,089 | $456.7K | 0.05% | +2,089 | New |
| Congress Asset Management Co | 2,087 | $456.3K | 0.00% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 2,084 | $455.6K | 0.32% | +59+2.9% | Added |
| Cornerstone Advisory, LLC | 2,062 | $450.8K | 0.05% | +53+2.6% | Added |
| Good Life Advisors, LLC | 2,057 | $449.8K | 0.03% | −115−5.3% | Reduced |
| Cynosure Management, LLC | 2,051 | $448.4K | 0.05% | −16−0.8% | Reduced |
| Talisman Wealth Advisors LLC | 2,048 | $447.9K | 0.41% | −50−2.4% | Reduced |
| Stockman Wealth Management, Inc. | 2,045 | $447.1K | 0.06% | −300−12.8% | Reduced |
| Kessler Investment Group, LLC | 2,042 | $446.5K | 0.18% | −105−4.9% | Reduced |
| Savvy Advisors, Inc. | 2,038 | $445.7K | 0.03% | +437+27.3% | Added |
| Legacy Financial Advisors, Inc. | 2,032 | $444.3K | 0.07% | −311−13.3% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $444.1K | 0.29% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,011 | $439.7K | 0.04% | −11,343−84.9% | Reduced |
| Capstone Investment Advisors, LLC | 2,004 | $438.2K | 0.00% | +2,004 | New |
| 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 |
| RDA Financial Network | 1,999 | $437.0K | 0.12% | +160+8.7% | Added |
| S&CO Inc | 2,000 | $437.0K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 1,998 | $436.8K | 0.08% | −28−1.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,985 | $434.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,982 | $433.3K | 0.03% | +22+1.1% | Added |
| Trust Point Inc. | 1,976 | $432.0K | 0.04% | +155+8.5% | Added |
| Koshinski Asset Management, Inc. | 1,971 | $430.8K | 0.03% | +284+16.8% | Added |
| Wallace Capital Management Inc. | 1,960 | $428.5K | 0.06% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,946 | $425.5K | 0.06% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,940 | $424.2K | 0.44% | +153+8.6% | Added |
| CKW Financial Group | 1,948 | $424.0K | 0.05% | +4+0.2% | Added |
| Evergreen Capital Management LLC | 1,939 | $423.9K | 0.01% | −59−3.0% | Reduced |
| Parkside Financial Bank & Trust | 1,938 | $423.7K | 0.05% | +402+26.2% | Added |
| Stratos Wealth Partners, LTD. | 1,928 | $421.6K | 0.01% | −79−3.9% | Reduced |
| Opus Capital Group, LLC | 1,926 | $421.0K | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,910 | $417.6K | 0.03% | +640+50.4% | Added |
| Joel Isaacson & Co., LLC | 1,902 | $415.9K | 0.02% | +478+33.6% | Added |
| Catalyst Financial Partners LLC | 1,897 | $414.8K | 0.05% | +57+3.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,893 | $413.8K | 0.01% | −62−3.2% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $411.3K | 0.14% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,877 | $410.4K | 0.08% | −4−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,869 | $408.7K | 0.02% | +24+1.3% | Added |
| Quantitative Investment Management, LLC | 1,868 | $408.0K | 0.05% | −25,201−93.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,893 | $407.2K | 0.01% | +723+61.8% | Added |
| Corient IA LLC | 1,860 | $406.7K | 0.24% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,857 | $406.0K | 0.15% | +48+2.7% | Added |
| 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 |
| 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 |
| Gilbert & Cook, Inc. | 1,846 | $403.6K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,841 | $402.5K | 0.05% | +1,600+663.9% | Added |
| AGH Wealth Advisors, LLC | 1,836 | $401.4K | 0.33% | +31+1.7% | Added |
| Revisor Wealth Management LLC | 1,866 | $400.7K | 0.14% | +537+40.4% | Added |
| Harbour Investments, Inc. | 1,825 | $399.0K | 0.01% | +572+45.7% | Added |
| Dillon & Associates Inc | 1,817 | $398.0K | 0.05% | +17+0.9% | Added |
| LeClair Wealth Partners LLC | 1,820 | $397.9K | 0.27% | −1−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 1,813 | $396.4K | 0.03% | −45−2.4% | Reduced |
| Evoke Wealth, LLC | 1,810 | $395.7K | 0.01% | −111−5.8% | Reduced |
| Dogwood Wealth Management LLC | 1,854 | $395.3K | 0.19% | −1,094−37.1% | Reduced |
| Nwam LLC | 1,967 | $394.7K | 0.02% | +1,967 | New |
| ISAM Funds (UK) Ltd | 1,802 | $394.0K | 0.09% | +1,802 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,796 | $392.7K | 0.07% | +1,796 | New |
| Pine Valley Investments Ltd Liability Co | 1,791 | $391.6K | 0.02% | −10−0.6% | Reduced |
| Ewa, LLC | 1,788 | $391.0K | 0.12% | +7+0.4% | Added |
| VisionPoint Advisory Group, LLC | 1,787 | $390.7K | 0.08% | +1,787 | New |
| Angeles Wealth Management, LLC | 1,783 | $389.8K | 0.03% | +204+12.9% | Added |
| New Hampshire Trust | 1,778 | $388.7K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,777 | $388.5K | 0.13% | +1,777 | New |
| Mayport, LLC | 1,773 | $387.6K | 0.09% | +5+0.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,767 | $386.3K | 0.03% | +364+25.9% | Added |
| Stratos Wealth Advisors, LLC | 1,762 | $385.3K | 0.02% | −6−0.3% | Reduced |
| Norris Perne & French LLP | 1,756 | $383.9K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,754 | $383.5K | 0.04% | −3,173−64.4% | Reduced |
| PFG Investments, LLC | 1,754 | $383.5K | 0.02% | −604−25.6% | Reduced |
| Dynamic Advisor Solutions LLC | 1,745 | $381.6K | 0.01% | −112−6.0% | Reduced |
| FSM Wealth Advisors, LLC | 1,783 | $380.0K | 0.06% | +110+6.6% | Added |
| Tritonpoint Wealth, LLC | 1,731 | $378.6K | 0.04% | −29−1.6% | Reduced |
| Rothschild Investment LLC | 1,723 | $376.7K | 0.02% | −115−6.3% | Reduced |
| Fisher Asset Management, LLC | 1,718 | $375.6K | 0.00% | −450−20.8% | Reduced |
| Daymark Wealth Partners, LLC | 1,714 | $374.8K | 0.01% | +489+39.9% | Added |
| SeaCrest Wealth Management, LLC | 1,713 | $374.5K | 0.04% | −24−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,783 | $374.1K | 0.01% | +79+4.6% | Added |
| Reynders McVeigh Capital Management, LLC | 1,710 | $374.0K | 0.02% | −60−3.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,708 | $373.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,706 | $372.9K | 0.02% | 00.0% | Unchanged |