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 |
|---|---|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 34,772 | $7.60M | 1.99% | +938+2.8% | Added |
| Bleakley Financial Group, LLC | 34,291 | $7.50M | 0.19% | +512+1.5% | Added |
| Mizuho Securities USA LLC | 34,054 | $7.45M | 0.16% | +34,054 | New |
| Auxier Asset Management | 33,764 | $7.38M | 1.08% | −209−0.6% | Reduced |
| Los Angeles Capital Management LLC | 33,275 | $7.28M | 0.03% | −307,182−90.2% | Reduced |
| Oak Ridge Investments LLC | 32,857 | $7.18M | 0.52% | +407+1.3% | Added |
| UniSuper Management Pty Ltd | 32,551 | $7.12M | 0.05% | −340−1.0% | Reduced |
| Zions Bancorporation, National Association | 32,463 | $7.10M | 0.38% | −256−0.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 32,271 | $7.06M | 1.70% | −820−2.5% | Reduced |
| GWM Advisors LLC | 31,697 | $6.93M | 0.04% | −2,515−7.4% | Reduced |
| Kentucky Retirement Systems | 31,602 | $6.91M | 0.20% | −2,071−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 31,421 | $6.87M | 0.11% | −9,781−23.7% | Reduced |
| Boston Private Wealth LLC | 31,345 | $6.85M | 0.37% | +31,345 | New |
| Tower View Investment Management & Research LLC | 30,708 | $6.71M | 3.48% | +82+0.3% | Added |
| Metis Global Partners, LLC | 30,687 | $6.71M | 0.17% | −2,064−6.3% | Reduced |
| Churchill Management Corp | 30,652 | $6.70M | 0.07% | −311−1.0% | Reduced |
| Colony Group, LLC | 30,398 | $6.65M | 0.01% | +1,260+4.3% | Added |
| Hartford Investment Management Co | 29,762 | $6.51M | 0.21% | −375−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 29,723 | $6.50M | 0.04% | +428+1.5% | Added |
| Achmea Investment Management B.V. | 28,750 | $6.29M | 0.08% | −7,149−19.9% | Reduced |
| Synovus Financial Corp | 28,315 | $6.19M | 0.08% | −602−2.1% | Reduced |
| Snowden Capital Advisors LLC | 28,237 | $6.17M | 0.18% | −133−0.5% | Reduced |
| First Manhattan Co | 28,168 | $6.16M | 0.02% | +3,916+16.1% | Added |
| Parcion Private Wealth LLC | 27,892 | $6.10M | 0.44% | +309+1.1% | Added |
| Capital Planning Advisors, LLC | 27,700 | $6.06M | 0.89% | −399−1.4% | Reduced |
| M&G Plc | 27,571 | $6.04M | 0.03% | +3,068+12.5% | Added |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 26,843 | $5.87M | 0.12% | −17,095−38.9% | Reduced |
| Canada Pension Plan Investment Board | 26,729 | $5.84M | 0.00% | −105,426−79.8% | Reduced |
| Aviso Financial Inc. | 26,553 | $5.81M | 0.26% | +459+1.8% | Added |
| Vinva Investment Management Ltd | 26,711 | $5.80M | 0.16% | +2,090+8.5% | Added |
| Point72 (DIFC) Ltd | 26,406 | $5.77M | 0.46% | +26,406 | New |
| FineMark National Bank & Trust | 26,353 | $5.76M | 0.20% | −60.0% | Reduced |
| Louisiana State Employees Retirement System | 26,000 | $5.68M | 0.10% | −400−1.5% | Reduced |
| Advisors Asset Management, Inc. | 25,972 | $5.68M | 0.10% | +3,839+17.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 25,890 | $5.66M | 0.43% | +409+1.6% | Added |
| Norinchukin Bank, The | 25,827 | $5.65M | 0.08% | +2,188+9.3% | Added |
| Securian Asset Management, Inc | 25,807 | $5.64M | 0.16% | −221−0.8% | Reduced |
| Bonness Enterprises Inc | 25,300 | $5.53M | 1.81% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 25,110 | $5.49M | 0.19% | −2,906−10.4% | Reduced |
| Capital International Ltd | 24,864 | $5.44M | 0.21% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 24,805 | $5.42M | 0.42% | +1,606+6.9% | Added |
| Harrington Investments, INC | 24,551 | $5.37M | 2.84% | −210−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 24,459 | $5.35M | 0.12% | +1,195+5.1% | Added |
| Diversified Trust Co | 24,206 | $5.29M | 0.12% | −524−2.1% | Reduced |
| Stonegate Investment Group, LLC | 24,096 | $5.27M | 0.13% | −1,048−4.2% | Reduced |
| Cary Street Partners Financial LLC | 24,081 | $5.26M | 0.15% | −1,108−4.4% | Reduced |
| Maryland State Retirement & Pension System | 23,988 | $5.24M | 0.11% | +932+4.0% | Added |
| Commerce Bank | 23,979 | $5.24M | 0.03% | −68−0.3% | Reduced |
| Pinebridge Investments, L.P. | 23,866 | $5.22M | 0.04% | +23,866 | New |
| ING Groep NV | 23,830 | $5.21M | 0.03% | +1,801+8.2% | Added |
| NBT Bank N A | 23,822 | $5.21M | 0.36% | −1,483−5.9% | Reduced |
| Benjamin Edwards Inc | 23,364 | $5.11M | 0.07% | +766+3.4% | Added |
| MinichMacGregor Wealth Management, LLC | 23,327 | $5.10M | 1.09% | −2,160−8.5% | Reduced |
| Hamilton Capital Partners Inc. | 23,190 | $5.07M | 0.26% | +3,088+15.4% | Added |
| Exencial Wealth Advisors, LLC | 23,070 | $5.04M | 0.18% | −4,688−16.9% | Reduced |
| New Mexico Educational Retirement Board | 22,941 | $5.02M | 0.16% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 22,712 | $4.97M | 0.07% | −1,800−7.3% | Reduced |
| CWM, LLC | 22,665 | $4.96M | 0.02% | −3,484−13.3% | Reduced |
| Ieq Capital, LLC | 22,620 | $4.95M | 0.03% | −23,922−51.4% | Reduced |
| AIA Group Ltd | 22,487 | $4.92M | 0.11% | −5,031−18.3% | Reduced |
| Keybank National Association | 22,409 | $4.90M | 0.02% | −167−0.7% | Reduced |
| BNC Wealth Management, LLC | 22,403 | $4.90M | 1.45% | −381−1.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,023 | $4.82M | 0.28% | +1,295+6.2% | Added |
| Burling Wealth Partners, LLC | 21,786 | $4.76M | 0.88% | +1,086+5.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,725 | $4.75M | 0.02% | −2,757−11.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,698 | $4.74M | 0.04% | +9,997+85.4% | Added |
| Andra AP-fonden | 21,610 | $4.72M | 0.07% | +12,500+137.2% | Added |
| Moneta Group Investment Advisors LLC | 21,571 | $4.72M | 0.06% | +12,766+145.0% | Added |
| Vestmark Advisory Solutions, Inc. | 21,312 | $4.66M | 0.07% | −3,756−15.0% | Reduced |
| Merit Financial Group, LLC | 21,138 | $4.62M | 0.05% | +876+4.3% | Added |
| E. Ohman J:or Asset Management AB | 20,837 | $4.56M | 0.11% | −677−3.1% | Reduced |
| Occidental Asset Management, LLC | 20,775 | $4.54M | 0.63% | +303+1.5% | Added |
| Vident Advisory, LLC | 20,488 | $4.48M | 0.05% | +51+0.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 20,328 | $4.44M | 0.27% | −1,357−6.3% | Reduced |
| Ascent Group, LLC | 20,150 | $4.41M | 0.17% | −977−4.6% | Reduced |
| Argent Trust Co | 20,114 | $4.40M | 0.17% | −275−1.3% | Reduced |
| Suncoast Equity Management | 20,082 | $4.39M | 0.45% | +350+1.8% | Added |
| RBF Capital, LLC | 20,000 | $4.37M | 0.22% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 19,624 | $4.29M | 0.87% | −164−0.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 19,441 | $4.25M | 1.92% | −77−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 19,347 | $4.23M | 0.04% | +505+2.7% | Added |
| Park Avenue Securities LLC | 19,289 | $4.22M | 0.04% | +19,289 | New |
| Mediolanum International Funds Ltd | 19,328 | $4.19M | 0.05% | −1,202−5.9% | Reduced |
| Conning Inc. | 19,024 | $4.16M | 0.14% | +1,191+6.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,954 | $4.14M | 1.53% | +170+0.9% | Added |
| Bessemer Group Inc | 18,810 | $4.11M | 0.01% | +114+0.6% | Added |
| Prosperity Consulting Group, LLC | 18,748 | $4.10M | 0.30% | −102−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 18,731 | $4.10M | 0.09% | −1,137−5.7% | Reduced |
| Summit Global Investments | 18,667 | $4.08M | 0.24% | +108+0.6% | Added |
| Essex LLC | 18,635 | $4.07M | 0.80% | −535−2.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 18,615 | $4.07M | 0.24% | +2,566+16.0% | Added |
| Larson Financial Group LLC | 18,598 | $4.07M | 0.16% | +3,002+19.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 18,526 | $4.05M | 0.21% | +318+1.7% | Added |
| Vise Technologies, Inc. | 18,457 | $4.04M | 0.17% | +18,457 | New |
| Brown, Lisle/Cummings, Inc. | 18,445 | $4.03M | 1.07% | +5,638+44.0% | Added |
| Agf Management Ltd | 18,444 | $4.03M | 0.02% | −924−4.8% | Reduced |
| Ossiam | 18,378 | $4.02M | 0.05% | +7,924+75.8% | Added |
| Morton Community Bank | 18,374 | $4.02M | 1.00% | +606+3.4% | Added |
| Banque Cantonale Vaudoise | 18,342 | $4.01M | 0.16% | +546+3.1% | Added |