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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 73,780 | $16.1M | 0.15% | +1,246+1.7% | Added |
| Annex Advisory Services, LLC | 73,440 | $16.1M | 0.39% | +10,140+16.0% | Added |
| Nixon Peabody Trust Co | 73,171 | $16.0M | 1.24% | −873−1.2% | Reduced |
| Bridges Investment Management Inc | 73,019 | $16.0M | 0.22% | −2,255−3.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 72,768 | $15.9M | 0.07% | −8,376−10.3% | Reduced |
| Washington Trust Bank | 72,513 | $15.9M | 1.34% | +4,924+7.3% | Added |
| State of Alaska, Department of Revenue | 72,460 | $15.8M | 0.17% | +7,985+12.4% | Added |
| Running Oak Capital LLC | 72,442 | $15.8M | 1.76% | +5,803+8.7% | Added |
| L1 Capital International Pty Ltd | 77,347 | $15.8M | 3.87% | +478+0.6% | Added |
| Nearwater Capital Markets, Ltd | 70,519 | $15.4M | 0.25% | −44,000−38.4% | Reduced |
| RMB Capital Management, LLC | 70,151 | $15.3M | 0.29% | +1,987+2.9% | Added |
| Torray LLC | 70,015 | $15.3M | 2.22% | −800−1.1% | Reduced |
| Baker Avenue Asset Management, LP | 68,933 | $15.1M | 0.43% | +470+0.7% | Added |
| Brown Advisory Inc | 68,584 | $15.0M | 0.02% | −360−0.5% | Reduced |
| Ethic Inc. | 68,479 | $14.9M | 0.27% | −4,326−5.9% | Reduced |
| JustInvest LLC | 67,440 | $14.7M | 0.17% | +7,772+13.0% | Added |
| Yousif Capital Management, LLC | 67,386 | $14.7M | 0.16% | −616−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,462 | $14.5M | 0.33% | +1,783+2.8% | Added |
| Fulton Breakefield Broenniman LLC | 65,710 | $14.4M | 0.97% | −468−0.7% | Reduced |
| Capital International Sarl | 65,359 | $14.3M | 0.27% | +1,117+1.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 64,554 | $14.1M | 0.05% | +5,463+9.2% | Added |
| Public Employees Retirement Association of Colorado | 64,518 | $14.1M | 0.05% | −1,199−1.8% | Reduced |
| Gabelli Funds LLC | 63,900 | $14.0M | 0.10% | −1,000−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 63,516 | $13.9M | 0.34% | +61,443+2,964.0% | Added |
| Harbour Trust & Investment Management Co | 63,184 | $13.8M | 1.53% | +2,249+3.7% | Added |
| Levin Capital Strategies, L.P. | 62,747 | $13.7M | 1.35% | −125−0.2% | Reduced |
| Callan Family Office, LLC | 62,187 | $13.6M | 0.43% | +34,061+121.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 62,069 | $13.6M | 0.10% | +26,030+72.2% | Added |
| CIBC World Markets Corp | 62,004 | $13.6M | 0.09% | +2,763+4.7% | Added |
| Natixis | 61,208 | $13.4M | 0.07% | −36,526−37.4% | Reduced |
| Nissay Asset Management Corp | 60,996 | $13.3M | 0.08% | −727−1.2% | Reduced |
| First American Bank | 60,886 | $13.3M | 0.91% | +244+0.4% | Added |
| Wealthfront Advisers LLC | 60,602 | $13.3M | 0.03% | −5,120−7.8% | Reduced |
| Lido Advisors, LLC | 59,113 | $12.9M | 0.07% | −890−1.5% | Reduced |
| Apollon Wealth Management, LLC | 59,094 | $12.9M | 0.26% | −1,486−2.5% | Reduced |
| Generali Asset Management SPA SGR | 58,048 | $12.7M | 0.29% | +3,583+6.6% | Added |
| Foyston, Gordon, & Payne Inc | 57,216 | $12.5M | 2.85% | +3,313+6.1% | Added |
| Capital Fund Management S.A. | 57,148 | $12.5M | 0.14% | +26,893+88.9% | Added |
| JLB & Associates Inc | 56,868 | $12.4M | 1.73% | −4,001−6.6% | Reduced |
| Azimuth Capital Investment Management LLC | 56,806 | $12.4M | 0.46% | +100+0.2% | Added |
| Mutual of America Capital Management LLC | 56,508 | $12.4M | 0.13% | −608−1.1% | Reduced |
| Brinker Capital Investments, LLC | 55,502 | $12.1M | 0.10% | +398+0.7% | Added |
| Calamos Wealth Management LLC | 53,696 | $11.7M | 0.50% | +960+1.8% | Added |
| OP Asset Management Ltd | 53,108 | $11.6M | 0.17% | +1,145+2.2% | Added |
| Intech Investment Management LLC | 52,404 | $11.5M | 0.11% | −6,141−10.5% | Reduced |
| Ci Investments Inc. | 52,233 | $11.4M | 0.04% | −684−1.3% | Reduced |
| King Luther Capital Management Corp | 52,225 | $11.4M | 0.05% | −170.0% | Reduced |
| Candriam Luxembourg S.C.A. | 51,812 | $11.3M | 0.07% | −44,211−46.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 51,608 | $11.3M | 0.18% | +1,961+3.9% | Added |
| Captrust Financial Advisors | 51,459 | $11.3M | 0.03% | −50,187−49.4% | Reduced |
| Blair William & Co | 51,341 | $11.2M | 0.03% | +6,580+14.7% | Added |
| CIBC Private Wealth Group, LLC | 49,246 | $10.8M | 0.02% | +2,762+5.9% | Added |
| DuPont Capital Management Corp | 49,071 | $10.7M | 1.15% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 48,783 | $10.7M | 1.21% | +8,618+21.5% | Added |
| Elo Mutual Pension Insurance Co | 48,428 | $10.6M | 0.22% | −343−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 47,521 | $10.4M | 0.08% | +44,366+1,406.2% | Added |
| Pacer Advisors, Inc. | 47,072 | $10.3M | 0.03% | +14,575+44.9% | Added |
| Hudson Valley Investment Advisors Inc | 46,981 | $10.3M | 1.12% | −1,384−2.9% | Reduced |
| Sone Capital Management, LLC | 46,853 | $10.2M | 0.95% | +46,853 | New |
| Umb Bank N A | 45,678 | $9.99M | 0.16% | +6,922+17.9% | Added |
| Brevan Howard Capital Management LP | 45,615 | $9.97M | 0.11% | +27,599+153.2% | Added |
| Caisse de Depot Et Placement du Quebec | 45,336 | $9.91M | 0.02% | −947,100−95.4% | Reduced |
| Gotham Asset Management, LLC | 44,981 | $9.83M | 0.06% | −25,376−36.1% | Reduced |
| Cornerstone Advisors, LLC | 44,800 | $9.80M | 0.34% | +18,500+70.3% | Added |
| Verition Fund Management LLC | 44,698 | $9.77M | 0.06% | −99,984−69.1% | Reduced |
| Vontobel Holding Ltd. | 44,592 | $9.75M | 0.03% | −2,863−6.0% | Reduced |
| Point72 Hong Kong Ltd | 44,354 | $9.70M | 0.67% | +44,354 | New |
| Phoenix Holdings Ltd. | 43,283 | $9.46M | 0.12% | −1,746−3.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 43,201 | $9.45M | 0.09% | −21,426−33.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 42,966 | $9.39M | 0.29% | +100.0% | Added |
| Oregon Public Employees Retirement Fund | 42,543 | $9.30M | 0.16% | +300+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 42,145 | $9.21M | 0.07% | +2,961+7.6% | Added |
| NEOS Investment Management LLC | 41,998 | $9.18M | 0.11% | +8,916+27.0% | Added |
| Stokes Capital Advisors, LLC | 41,749 | $9.13M | 2.23% | +2,555+6.5% | Added |
| QRG Capital Management, Inc. | 41,717 | $9.12M | 0.08% | −46,163−52.5% | Reduced |
| BNP Paribas | 41,401 | $9.05M | 0.29% | +1,838+4.6% | Added |
| Mercer Global Advisors Inc | 39,857 | $8.71M | 0.02% | −9,501−19.2% | Reduced |
| MML Investors Services, LLC | 39,838 | $8.71M | 0.03% | −10,351−20.6% | Reduced |
| Kinsale Capital Group, Inc. | 39,751 | $8.69M | 1.78% | +3,803+10.6% | Added |
| M&T Bank Corp | 39,229 | $8.58M | 0.03% | −7,410−15.9% | Reduced |
| Illinois Municipal Retirement Fund | 39,218 | $8.57M | 0.12% | +6,485+19.8% | Added |
| Vestcor Inc | 39,182 | $8.57M | 0.26% | +630+1.6% | Added |
| Builder Investment Group Inc | 39,106 | $8.55M | 2.11% | −50−0.1% | Reduced |
| Huntington National Bank | 39,013 | $8.53M | 0.06% | +311+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 38,316 | $8.38M | 0.01% | +6,702+21.2% | Added |
| Gluskin Sheff & Assoc Inc | 38,291 | $8.37M | 1.02% | +301+0.8% | Added |
| Aurdan Capital Management, LLC | 38,070 | $8.32M | 2.84% | −1,213−3.1% | Reduced |
| Marks Group Wealth Management, Inc | 37,979 | $8.30M | 0.77% | +237+0.6% | Added |
| Bell Asset Management Ltd | 37,795 | $8.26M | 1.82% | +10,869+40.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 37,696 | $8.24M | 0.12% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 37,298 | $8.15M | 0.23% | +14,073+60.6% | Added |
| Groupe la Francaise | 37,416 | $8.14M | 0.13% | +5,252+16.3% | Added |
| Bennett Selby Investments LP | 36,933 | $8.08M | 2.87% | +496+1.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $8.01M | 1.11% | 00.0% | Unchanged |
| Avanza Fonder AB | 36,099 | $7.89M | 0.23% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 35,910 | $7.85M | 0.75% | +35,910 | New |
| Siemens Fonds Invest GmbH | 35,764 | $7.82M | 0.46% | +991+2.8% | Added |
| CX Institutional | 35,538 | $7.77M | 0.27% | +686+2.0% | Added |
| Lathrop Investment Management Corp | 35,463 | $7.75M | 1.47% | +35,463 | New |
| Change Path, LLC | 35,071 | $7.67M | 0.20% | −303−0.9% | Reduced |