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 |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 6,335 | $1.38M | 1.04% | +107+1.7% | Added |
| United Bank | 6,327 | $1.38M | 0.53% | −666−9.5% | Reduced |
| Virtus Investment Advisers, Inc. | 6,319 | $1.38M | 0.47% | +6,319 | New |
| DF Dent & Co Inc | 6,271 | $1.37M | 0.02% | +1,462+30.4% | Added |
| Fifth Third Wealth Advisors LLC | 6,260 | $1.37M | 0.06% | −921−12.8% | Reduced |
| Eqis Capital Management, Inc. | 6,215 | $1.36M | 0.11% | +746+13.6% | Added |
| Wimmer Associates 1, LLC | 6,208 | $1.36M | 0.69% | +50+0.8% | Added |
| Exchange Bank | 6,164 | $1.35M | 1.07% | −75−1.2% | Reduced |
| Profund Advisors LLC | 6,131 | $1.34M | 0.05% | −710−10.4% | Reduced |
| Chesley Taft & Associates LLC | 6,120 | $1.34M | 0.06% | +21+0.3% | Added |
| LMCG Investments, LLC | 6,100 | $1.33M | 0.08% | −656−9.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.32M | 0.43% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.32M | 0.02% | −6−0.1% | Reduced |
| Buckingham Strategic Partners | 6,050 | $1.32M | 0.02% | −1,896−23.9% | Reduced |
| Concord Wealth Partners | 6,033 | $1.32M | 0.19% | −15−0.2% | Reduced |
| Concord Asset Management, LLC | 6,033 | $1.32M | 0.20% | 00.0% | Unchanged |
| Stance Capital LLC | 5,985 | $1.31M | 0.49% | +5,985 | New |
| Diversify Advisory Services, LLC | 6,396 | $1.31M | 0.05% | +6,396 | New |
| Oppenheimer & Co Inc | 5,933 | $1.30M | 0.02% | +107+1.8% | Added |
| Ironwood Investment Counsel, LLC | 5,900 | $1.29M | 0.20% | +151+2.6% | Added |
| EverSource Wealth Advisors, LLC | 5,883 | $1.29M | 0.06% | +148+2.6% | Added |
| Oddo BHF Asset Management SAS | 5,882 | $1.29M | 0.05% | −7,157−54.9% | Reduced |
| Prosperity Financial Group, Inc. | 5,869 | $1.28M | 0.55% | +14+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 5,871 | $1.28M | 0.36% | −371−5.9% | Reduced |
| West Family Investments, Inc. | 5,858 | $1.28M | 0.33% | +980+20.1% | Added |
| Sagespring Wealth Partners, LLC | 5,802 | $1.27M | 0.03% | −283−4.7% | Reduced |
| Fidelis Capital Partners, LLC | 6,210 | $1.27M | 0.12% | +19+0.3% | Added |
| NorthRock Partners, LLC | 5,772 | $1.26M | 0.03% | +493+9.3% | Added |
| Valeo Financial Advisors, LLC | 5,764 | $1.26M | 0.03% | +322+5.9% | Added |
| DRW Securities, LLC | 5,747 | $1.26M | 0.09% | +5,747 | New |
| Elmwood Wealth Management, Inc. | 5,723 | $1.25M | 0.50% | +10.0% | Added |
| Cullen/Frost Bankers, Inc. | 5,709 | $1.25M | 0.02% | +409+7.7% | Added |
| Ostrum Asset Management | 5,708 | $1.25M | 0.06% | −165−2.8% | Reduced |
| Kathmere Capital Management, LLC | 5,691 | $1.24M | 0.10% | −620−9.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.24M | 0.70% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,665 | $1.24M | 0.02% | −251−4.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,662 | $1.24M | 0.02% | −166−2.8% | Reduced |
| Trust Asset Management LLC | 5,662 | $1.24M | 0.09% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 5,656 | $1.24M | 0.15% | +891+18.7% | Added |
| R Squared Ltd | 5,635 | $1.23M | 0.68% | +5,635 | New |
| Strategic Wealth Designers | 5,625 | $1.23M | 1.78% | +364+6.9% | Added |
| Skopos Labs, Inc. | 5,615 | $1.23M | 0.16% | +447+8.6% | Added |
| Neville Rodie & Shaw Inc | 5,530 | $1.21M | 0.09% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,465 | $1.19M | 0.09% | −13−0.2% | Reduced |
| West Paces Advisors Inc. | 5,463 | $1.19M | 0.25% | +54+1.0% | Added |
| AA Financial Advisors, LLC | 5,448 | $1.19M | 0.26% | +247+4.7% | Added |
| Integrated Advisors Network LLC | 5,440 | $1.19M | 0.05% | +91+1.7% | Added |
| Integrity Alliance, LLC. | 5,423 | $1.19M | 0.06% | −4,975−47.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,400 | $1.18M | 0.06% | −505−8.6% | Reduced |
| Capital Asset Advisory Services LLC | 5,336 | $1.16M | 0.05% | −1,260−19.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,311 | $1.16M | 0.30% | +19+0.4% | Added |
| Center For Asset Management LLC | 5,457 | $1.16M | 0.71% | +70+1.3% | Added |
| Broadway Wealth Solutions, Inc. | 5,133 | $1.12M | 0.70% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,111 | $1.12M | 0.03% | +1,894+58.9% | Added |
| AlphaCore Capital LLC | 5,111 | $1.12M | 0.04% | +74+1.5% | Added |
| Hamilton Point Investment Advisors, LLC | 5,079 | $1.11M | 0.18% | −95−1.8% | Reduced |
| SkyView Investment Advisors, LLC | 5,106 | $1.11M | 0.16% | −59−1.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $1.11M | 0.09% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 5,034 | $1.10M | 0.13% | +68+1.4% | Added |
| Ameritas Investment Partners, Inc. | 5,016 | $1.10M | 0.03% | −27−0.5% | Reduced |
| Truefg, LLC | 5,000 | $1.09M | 0.32% | +1,500+42.9% | Added |
| Twin Tree Management, LP | 4,984 | $1.09M | 0.03% | +4,984 | New |
| Leavell Investment Management, Inc. | 4,982 | $1.09M | 0.05% | +439+9.7% | Added |
| Quadcap Wealth Management, LLC | 4,965 | $1.09M | 0.14% | +365+7.9% | Added |
| HM Payson & Co | 4,946 | $1.08M | 0.02% | +53+1.1% | Added |
| Independent Advisor Alliance | 4,909 | $1.07M | 0.03% | +28+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,906 | $1.07M | 0.05% | −5,849−54.4% | Reduced |
| Charter Trust Co | 4,903 | $1.07M | 0.07% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 5,375 | $1.07M | 0.40% | +130+2.5% | Added |
| Manchester Capital Management LLC | 4,871 | $1.06M | 0.14% | −10−0.2% | Reduced |
| Global Retirement Partners, LLC | 4,867 | $1.06M | 0.03% | +4,867 | New |
| Cigna Investments Inc | 4,854 | $1.06M | 0.18% | −92−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 4,842 | $1.06M | 0.10% | −91−1.8% | Reduced |
| Parsonex Advisory Services, Inc. | 4,835 | $1.06M | 0.88% | +4,835 | New |
| Regency Capital Management Inc. | 4,809 | $1.05M | 0.55% | +4,809 | New |
| Bridgewater Advisors Inc. | 5,149 | $1.04M | 0.08% | −47−0.9% | Reduced |
| Armis Advisers, LLC | 4,880 | $1.04M | 0.08% | +1,429+41.4% | Added |
| Matauro, LLC | 4,738 | $1.04M | 0.19% | −1,584−25.1% | Reduced |
| Csenge Advisory Group | 4,430 | $1.03M | 0.05% | −224−4.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $1.03M | 0.18% | 00.0% | Unchanged |
| Beck Bode, LLC | 4,702 | $1.03M | 0.17% | −95−2.0% | Reduced |
| PDS Planning, Inc | 4,689 | $1.03M | 0.08% | +1,434+44.1% | Added |
| Belpointe Asset Management LLC | 4,687 | $1.02M | 0.04% | −3−0.1% | Reduced |
| Balyasny Asset Management LLC | 4,687 | $1.02M | 0.00% | +1,283+37.7% | Added |
| Fjell Capital, LLC | 4,679 | $1.02M | 0.95% | +35+0.8% | Added |
| Cascade Financial Partners, LLC | 4,676 | $1.02M | 0.12% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,671 | $1.02M | 0.10% | +246+5.6% | Added |
| Sowell Financial Services LLC | 4,668 | $1.02M | 0.04% | +664+16.6% | Added |
| Allworth Financial LP | 4,653 | $1.02M | 0.00% | +831+21.7% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $1.02M | 0.43% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,617 | $1.01M | 0.08% | +100+2.2% | Added |
| Annandale Capital, LLC | 4,600 | $1.01M | 0.19% | +4,600 | New |
| Polymer Capital Management (US) LLC | 4,586 | $1.00M | 0.16% | +4,586 | New |
| Boltwood Capital Management | 4,567 | $998.5K | 0.28% | −55−1.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,556 | $996.0K | 0.21% | +19+0.4% | Added |
| Connecticut Wealth Management, LLC | 4,549 | $994.5K | 0.05% | −105−2.3% | Reduced |
| D.A. Davidson & Co. | 4,460 | $975.3K | 0.01% | −312−6.5% | Reduced |
| 1248 Management, LLC | 4,444 | $971.6K | 0.36% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 4,406 | $963.3K | 0.04% | +111+2.6% | Added |
| Walleye Capital LLC | 4,394 | $960.7K | 0.01% | +4,394 | New |