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 |
|---|---|---|---|---|---|
| Enterprise Bank & Trust Co | 10,201 | $2.23M | 0.83% | −18−0.2% | Reduced |
| Brighton Jones LLC | 10,194 | $2.23M | 0.06% | +89+0.9% | Added |
| Wetherby Asset Management Inc | 10,145 | $2.22M | 0.10% | +10,145 | New |
| HighPoint Advisor Group LLC | 10,105 | $2.21M | 0.12% | −334−3.2% | Reduced |
| Signaturefd, LLC | 10,096 | $2.21M | 0.04% | +121+1.2% | Added |
| Cohen Klingenstein LLC | 10,000 | $2.19M | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,947 | $2.17M | 0.01% | −7,197−42.0% | Reduced |
| Wealthcare Advisory Partners LLC | 9,930 | $2.17M | 0.05% | −320−3.1% | Reduced |
| Pinnacle Associates Ltd | 9,892 | $2.16M | 0.03% | +130+1.3% | Added |
| V-Square Quantitative Management LLC | 9,886 | $2.16M | 0.29% | −5,796−37.0% | Reduced |
| Ballentine Partners, LLC | 9,855 | $2.15M | 0.03% | +316+3.3% | Added |
| Courier Capital LLC | 9,851 | $2.15M | 0.13% | −1,009−9.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 9,840 | $2.15M | 0.37% | −2,080−17.4% | Reduced |
| Regions Financial Corp | 9,659 | $2.11M | 0.01% | −366−3.7% | Reduced |
| Nebula Research & Development LLC | 9,651 | $2.11M | 0.18% | +9,651 | New |
| Delap Wealth Advisory, LLC | 9,571 | $2.09M | 1.00% | −30.0% | Reduced |
| Princeton Global Asset Management LLC | 9,551 | $2.09M | 0.38% | +2,883+43.2% | Added |
| Greenleaf Trust | 9,506 | $2.08M | 0.02% | −1,210−11.3% | Reduced |
| RMR Wealth Builders | 9,433 | $2.06M | 0.19% | −66−0.7% | Reduced |
| Hilltop Holdings Inc. | 9,406 | $2.06M | 0.13% | −13−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,303 | $2.03M | 0.11% | +436+4.9% | Added |
| Tealwood Asset Management Inc | 9,263 | $2.02M | 0.90% | −275−2.9% | Reduced |
| Front Row Advisors LLC | 9,232 | $2.02M | 0.70% | −152−1.6% | Reduced |
| Wealth Alliance | 9,171 | $2.01M | 0.22% | +523+6.0% | Added |
| Chatham Capital Group, Inc. | 9,008 | $1.97M | 0.30% | −235−2.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,995 | $1.97M | 0.21% | +8,995 | New |
| Qtron Investments LLC | 8,870 | $1.94M | 0.25% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,829 | $1.93M | 0.05% | −107−1.2% | Reduced |
| Jump Financial, LLC | 8,826 | $1.93M | 0.02% | −23,694−72.9% | Reduced |
| Mission Wealth Management, LP | 8,653 | $1.89M | 0.04% | +29+0.3% | Added |
| IAM Advisory, LLC | 8,601 | $1.88M | 0.45% | +372+4.5% | Added |
| Brass Tax Wealth Management, Inc | 8,582 | $1.88M | 0.36% | +6+0.1% | Added |
| Shell Asset Management Co | 8,577 | $1.88M | 0.06% | +2,806+48.6% | Added |
| Savant Capital, LLC | 8,496 | $1.86M | 0.01% | +312+3.8% | Added |
| Jones Financial Companies LLLP | 8,540 | $1.85M | 0.00% | +2,718+46.7% | Added |
| Syon Capital LLC | 8,435 | $1.84M | 0.12% | +363+4.5% | Added |
| McAdam, LLC | 8,424 | $1.84M | 0.10% | +4,476+113.4% | Added |
| Pictet Bank & Trust Ltd | 8,395 | $1.84M | 2.15% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 8,371 | $1.83M | 0.60% | +122+1.5% | Added |
| EP Wealth Advisors, LLC | 8,337 | $1.82M | 0.01% | +69+0.8% | Added |
| Pensionfund Sabic | 8,300 | $1.81M | 0.51% | −200−2.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,248 | $1.80M | 0.47% | −401−4.6% | Reduced |
| MAI Capital Management | 8,217 | $1.80M | 0.01% | +838+11.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,205 | $1.79M | 0.04% | +1,068+15.0% | Added |
| Adviser Investments LLC | 8,171 | $1.79M | 0.02% | +284+3.6% | Added |
| Prospera Financial Services Inc | 8,166 | $1.79M | 0.03% | +5,266+181.6% | Added |
| Westerkirk Capital Inc. | 8,110 | $1.77M | 0.22% | +8,110 | New |
| Evercore Wealth Management, LLC | 8,095 | $1.77M | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,094 | $1.77M | 0.22% | +8,094 | New |
| Clearstead Advisors, LLC | 8,087 | $1.77M | 0.02% | +730+9.9% | Added |
| Triasima Portfolio Management inc. | 8,018 | $1.75M | 0.32% | −17,375−68.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,956 | $1.74M | 0.06% | +1,240+18.5% | Added |
| Advisory Services Network, LLC | 8,653 | $1.72M | 0.03% | −16−0.2% | Reduced |
| Ledyard National Bank | 7,833 | $1.71M | 0.16% | +351+4.7% | Added |
| Citizens Financial Group Inc | 7,790 | $1.70M | 0.03% | −486−5.9% | Reduced |
| Lantz Financial LLC | 7,757 | $1.70M | 0.42% | −20.0% | Reduced |
| Principal Securities, Inc. | 7,752 | $1.69M | 0.03% | +1,330+20.7% | Added |
| LS Investment Advisors, LLC | 7,749 | $1.69M | 0.25% | 00.0% | Unchanged |
| Banco Santander, S.A. | 7,697 | $1.68M | 0.02% | +1,318+20.7% | Added |
| Matrix Trust Co | 7,654 | $1.67M | 0.27% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,903 | $1.67M | 0.05% | −576−7.7% | Reduced |
| Hartline Investment Corp | 7,591 | $1.66M | 0.19% | −2,151−22.1% | Reduced |
| Wedmont Private Capital | 7,737 | $1.66M | 0.07% | −96−1.2% | Reduced |
| Univest Financial Corp | 7,576 | $1.66M | 0.10% | −1,076−12.4% | Reduced |
| Souders Financial Advisors | 7,518 | $1.64M | 0.21% | −1,265−14.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,498 | $1.64M | 0.06% | −142−1.9% | Reduced |
| Welch & Forbes LLC | 7,412 | $1.62M | 0.02% | +1,692+29.6% | Added |
| Relyea Zuckerberg Hanson LLC | 7,403 | $1.62M | 0.19% | +50+0.7% | Added |
| Voleon Capital Management LP | 7,385 | $1.61M | 0.09% | −39,665−84.3% | Reduced |
| CIBC World Markets Inc. | 7,324 | $1.60M | 0.00% | −70,505−90.6% | Reduced |
| S-Bank Fund Management Ltd | 7,296 | $1.60M | 0.24% | −540−6.9% | Reduced |
| TCTC Holdings, LLC | 7,247 | $1.58M | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,243 | $1.58M | 0.08% | −258−3.4% | Reduced |
| First National Trust Co | 7,215 | $1.58M | 0.06% | −10.0% | Reduced |
| NorthStar Asset Management LLC | 7,078 | $1.55M | 0.82% | +576+8.9% | Added |
| Access Financial Services, Inc. | 7,056 | $1.54M | 0.58% | +186+2.7% | Added |
| Journey Strategic Wealth LLC | 7,034 | $1.54M | 0.05% | +2,521+55.9% | Added |
| Beverly Hills Private Wealth, LLC | 6,945 | $1.52M | 0.29% | −201−2.8% | Reduced |
| RCS Financial Planning, LLC | 6,904 | $1.51M | 0.75% | 00.0% | Unchanged |
| Norway Savings Bank | 6,892 | $1.51M | 0.77% | −65−0.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,865 | $1.50M | 0.19% | +1,223+21.7% | Added |
| US Asset Management LLC | 6,847 | $1.50M | 1.30% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,841 | $1.50M | 0.44% | −216−3.1% | Reduced |
| Parallel Advisors, LLC | 6,830 | $1.49M | 0.03% | −456−6.3% | Reduced |
| Douglas Lane & Associates, LLC | 6,777 | $1.48M | 0.02% | −29−0.4% | Reduced |
| Citizens & Northern Corp | 6,705 | $1.47M | 0.39% | −1,628−19.5% | Reduced |
| TD Private Client Wealth LLC | 6,689 | $1.46M | 0.04% | −2,064−23.6% | Reduced |
| Venture Visionary Partners LLC | 6,685 | $1.46M | 0.06% | +558+9.1% | Added |
| Boyd Watterson Asset Management LLC | 6,645 | $1.45M | 0.46% | −419−5.9% | Reduced |
| Smithfield Trust Co | 6,619 | $1.45M | 0.07% | −60−0.9% | Reduced |
| Gries Financial LLC | 6,617 | $1.45M | 0.26% | −306−4.4% | Reduced |
| GAMMA Investing LLC | 6,575 | $1.44M | 0.09% | +364+5.9% | Added |
| Dynamic Technology Lab Private Ltd | 6,569 | $1.44M | 0.20% | +6,569 | New |
| Shelton Capital Management | 6,485 | $1.42M | 0.03% | −31−0.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,472 | $1.42M | 0.12% | +23+0.4% | Added |
| Essex Financial Services, Inc. | 6,448 | $1.41M | 0.09% | +3,051+89.8% | Added |
| Checchi Capital Advisers, LLC | 6,444 | $1.41M | 0.10% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,407 | $1.40M | 0.08% | −258−3.9% | Reduced |
| Hudson Bay Capital Management LP | 6,363 | $1.39M | 0.01% | +6,363 | New |
| Smartleaf Asset Management LLC | 6,386 | $1.39M | 0.12% | −589−8.4% | Reduced |