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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 18,290 | $4.00M | 0.11% | −1,447−7.3% | Reduced |
| Sciencast Management LP | 18,088 | $3.95M | 0.82% | +2,891+19.0% | Added |
| Bancreek Capital Management, LP | 17,864 | $3.91M | 6.70% | +1,326+8.0% | Added |
| Evelyn Partners Investment Management LLP | 17,830 | $3.90M | 0.12% | −3,130−14.9% | Reduced |
| Brentview Investment Management LLC | 17,703 | $3.87M | 1.95% | −293−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 17,694 | $3.87M | 0.05% | +40.0% | Added |
| Omers Administration Corp | 17,660 | $3.86M | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 17,540 | $3.84M | 0.30% | −2,201−11.1% | Reduced |
| Empirical Finance, LLC | 17,245 | $3.77M | 0.20% | +111+0.6% | Added |
| New Vernon Investment Management LLC | 17,221 | $3.77M | 4.38% | 00.0% | Unchanged |
| Becker Capital Management Inc | 17,201 | $3.76M | 0.12% | −170−1.0% | Reduced |
| Mechanics Bank Trust Department | 17,076 | $3.73M | 0.54% | −128−0.7% | Reduced |
| Horizon Investments, LLC | 17,108 | $3.72M | 0.06% | +4,747+38.4% | Added |
| Resources Investment Advisors, LLC. | 17,021 | $3.72M | 0.04% | −217−1.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 17,020 | $3.72M | 0.84% | −272−1.6% | Reduced |
| Tiaa Trust, National Association | 16,940 | $3.70M | 0.01% | +1,413+9.1% | Added |
| Plato Investment Management Ltd | 16,779 | $3.66M | 0.27% | −354−2.1% | Reduced |
| Quadrant Capital Group LLC | 16,704 | $3.65M | 0.13% | +3,009+22.0% | Added |
| BLI - Banque de Luxembourg Investments | 16,400 | $3.56M | 0.10% | +16,400 | New |
| Private Trust Co NA | 16,187 | $3.54M | 0.34% | +4,205+35.1% | Added |
| American Trust | 16,138 | $3.53M | 0.33% | −19−0.1% | Reduced |
| Algert Global LLC | 16,113 | $3.52M | 0.07% | −1,879−10.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 16,107 | $3.52M | 0.63% | +3,646+29.3% | Added |
| Jain Global LLC | 16,048 | $3.51M | 0.05% | +16,048 | New |
| Lombard Odier Asset Management (Switzerland) SA | 15,914 | $3.48M | 0.18% | +1,105+7.5% | Added |
| Canada Post Corp Registered Pension Plan | 15,779 | $3.45M | 0.20% | +15,779 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,719 | $3.44M | 0.05% | +98+0.6% | Added |
| NewEdge Wealth, LLC | 16,885 | $3.43M | 0.05% | +394+2.4% | Added |
| Centiva Capital, LP | 15,560 | $3.40M | 0.22% | +15,560 | New |
| Alerus Financial NA | 15,533 | $3.40M | 0.24% | −67−0.4% | Reduced |
| Kinneret Advisory, LLC | 15,418 | $3.37M | 0.31% | −23−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 15,341 | $3.35M | 0.04% | −7,425−32.6% | Reduced |
| Perigon Wealth Management, LLC | 15,337 | $3.35M | 0.08% | +4,529+41.9% | Added |
| Tokio Marine Asset Management Co Ltd | 15,123 | $3.31M | 0.13% | −28,967−65.7% | Reduced |
| Heritage Trust Co | 15,032 | $3.29M | 0.38% | −979−6.1% | Reduced |
| Strategic Investment Advisors | 14,978 | $3.27M | 0.32% | +10+0.1% | Added |
| Lindenwold Advisors | 14,932 | $3.26M | 1.70% | +508+3.5% | Added |
| Kingsview Wealth Management, LLC | 14,931 | $3.26M | 0.06% | −79−0.5% | Reduced |
| RSM US Wealth Management LLC | 14,728 | $3.22M | 0.04% | +133+0.9% | Added |
| South Dakota Investment Council | 14,652 | $3.20M | 0.06% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 14,382 | $3.14M | 0.05% | +1,252+9.5% | Added |
| PFG Advisors | 14,377 | $3.14M | 0.15% | +2,778+24.0% | Added |
| 1832 Asset Management L.P. | 14,343 | $3.14M | 0.01% | −8,596−37.5% | Reduced |
| Axxcess Wealth Management, LLC | 14,308 | $3.13M | 0.08% | −1,448−9.2% | Reduced |
| Oak Thistle LLC | 14,257 | $3.12M | 0.46% | +6,746+89.8% | Added |
| HB Wealth Management, LLC | 14,111 | $3.09M | 0.02% | −1,716−10.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,100 | $3.08M | 0.36% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,088 | $3.08M | 0.02% | −154−1.1% | Reduced |
| Union Heritage Capital, LLC | 14,064 | $3.07M | 1.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,983 | $3.06M | 0.03% | −86−0.6% | Reduced |
| SG Americas Securities, LLC | 13,967 | $3.05M | 0.01% | −99,049−87.6% | Reduced |
| Icon Wealth Advisors, LLC | 13,896 | $3.04M | 0.22% | −55−0.4% | Reduced |
| Hantz Financial Services, Inc. | 13,710 | $3.00M | 0.05% | −19−0.1% | Reduced |
| Accurate Wealth Management, LLC | 13,915 | $2.99M | 0.46% | −171−1.2% | Reduced |
| Bouvel Investment Partners, LLC | 13,639 | $2.98M | 1.01% | +166+1.2% | Added |
| Freestone Capital Holdings, LLC | 13,635 | $2.98M | 0.10% | −26−0.2% | Reduced |
| Simplicity Wealth,LLC | 13,631 | $2.98M | 0.12% | +6,502+91.2% | Added |
| Coldstream Capital Management Inc | 13,589 | $2.97M | 0.05% | +1,229+9.9% | Added |
| Red Cedar Investment Management, LLC | 13,578 | $2.97M | 0.37% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 13,566 | $2.97M | 0.09% | +477+3.6% | Added |
| Federated Hermes, Inc. | 13,518 | $2.96M | 0.01% | −2,597−16.1% | Reduced |
| Miracle Mile Advisors, LLC | 13,419 | $2.93M | 0.05% | +247+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,413 | $2.93M | 0.20% | −929−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,319 | $2.91M | 0.01% | +755+6.0% | Added |
| Sumitomo Life Insurance Co | 13,221 | $2.89M | 0.20% | −570−4.1% | Reduced |
| Empowered Funds, LLC | 13,124 | $2.87M | 0.03% | +130+1.0% | Added |
| Vectors Research Management, LLC | 13,108 | $2.87M | 0.98% | −294−2.2% | Reduced |
| Fiduciary Trust Co | 12,930 | $2.83M | 0.03% | +457+3.7% | Added |
| Congress Wealth Management LLC | 12,918 | $2.82M | 0.03% | +548+4.4% | Added |
| Kestra Private Wealth Services, LLC | 12,912 | $2.82M | 0.04% | +1,073+9.1% | Added |
| Kimelman & Baird, LLC | 12,795 | $2.80M | 0.23% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,793 | $2.80M | 0.05% | +1,651+14.8% | Added |
| Summit Financial, LLC | 12,637 | $2.76M | 0.06% | −537−4.1% | Reduced |
| Everence Capital Management Inc | 12,630 | $2.76M | 0.18% | −3,220−20.3% | Reduced |
| River Wealth Advisors LLC | 12,591 | $2.75M | 0.34% | −304−2.4% | Reduced |
| Drake & Associates, LLC | 12,391 | $2.71M | 0.66% | +4,545+57.9% | Added |
| Private Advisor Group, LLC | 12,385 | $2.71M | 0.01% | −423−3.3% | Reduced |
| Moody National Bank Trust Division | 12,140 | $2.65M | 0.24% | −348−2.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,895 | $2.60M | 0.31% | −160−1.3% | Reduced |
| Kestra Advisory Services, LLC | 11,889 | $2.60M | 0.01% | −6,651−35.9% | Reduced |
| Value Partners Investments Inc. | 11,907 | $2.60M | 0.20% | +900+8.2% | Added |
| HRT Financial LP | 11,820 | $2.58M | 0.01% | −22,931−66.0% | Reduced |
| Howland Capital Management LLC | 11,682 | $2.55M | 0.10% | −300−2.5% | Reduced |
| Soundwatch Capital LLC | 2,565,037 | $2.54M | 0.54% | +2,565,037 | New |
| TCW Group Inc | 11,594 | $2.53M | 0.02% | +156+1.4% | Added |
| G&S Capital LLC | 11,456 | $2.50M | 0.99% | −168−1.4% | Reduced |
| Financial Engines Advisors L.L.C. | 11,316 | $2.47M | 0.00% | −18,720−62.3% | Reduced |
| HBK Sorce Advisory LLC | 11,056 | $2.42M | 0.07% | −686−5.8% | Reduced |
| Peak Financial Advisors LLC | 10,934 | $2.39M | 1.22% | +10,934 | New |
| First Citizens Bank & Trust Co | 10,925 | $2.39M | 0.04% | −4,017−26.9% | Reduced |
| Bokf, NA | 10,924 | $2.39M | 0.04% | −45−0.4% | Reduced |
| MUFG Securities Americas Inc. | 10,920 | $2.39M | 0.20% | +2,226+25.6% | Added |
| Virtu Financial LLC | 10,708 | $2.34M | 0.12% | +10,708 | New |
| TKG Advisors, LLC | 10,695 | $2.34M | 1.05% | +464+4.5% | Added |
| Hills Bank & Trust Co | 10,675 | $2.33M | 0.15% | +86+0.8% | Added |
| Ritholtz Wealth Management | 10,634 | $2.33M | 0.05% | +329+3.2% | Added |
| Summit Trail Advisors, LLC | 10,484 | $2.29M | 0.04% | +10,484 | New |
| Bartlett & Co. Wealth Management LLC | 10,378 | $2.27M | 0.03% | −63−0.6% | Reduced |
| Pitcairn Co | 10,241 | $2.24M | 0.15% | −1,714−14.3% | Reduced |
| Bryn Mawr Trust Co | 10,207 | $2.23M | 0.04% | +68+0.7% | Added |