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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 4,383 | $958.3K | 0.11% | −3−0.1% | Reduced |
| Western Wealth Management, LLC | 4,376 | $956.9K | 0.06% | +287+7.0% | Added |
| Atlantic Union Bankshares Corp | 4,358 | $952.8K | 0.02% | +300+7.4% | Added |
| Sage Mountain Advisors LLC | 4,349 | $950.9K | 0.06% | +14+0.3% | Added |
| Tower Trust & Investment Co | 4,337 | $948.2K | 0.67% | −45−1.0% | Reduced |
| Farther Finance Advisors, LLC | 4,299 | $940.0K | 0.02% | +385+9.8% | Added |
| Cito Capital Group, LLC | 4,300 | $940.0K | 0.33% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,214 | $921.2K | 0.05% | +132+3.2% | Added |
| Continuum Advisory, LLC | 4,205 | $919.4K | 0.11% | +2,707+180.7% | Added |
| Fiduciary Family Office, LLC | 4,197 | $917.6K | 0.30% | −144−3.3% | Reduced |
| Foundations Investment Advisors, LLC | 4,194 | $917.0K | 0.01% | −20−0.5% | Reduced |
| Rossby Financial, LCC | 4,149 | $907.1K | 0.34% | +231+5.9% | Added |
| VeraBank, N.A. | 4,145 | $906.3K | 0.18% | +396+10.6% | Added |
| Massmutual Trust Co FSB | 4,117 | $900.1K | 0.02% | +190+4.8% | Added |
| Coastal Bridge Advisors, LLC | 4,091 | $894.3K | 0.07% | +4,091 | New |
| Louisbourg Investments Inc. | 5,479 | $893.6K | 0.21% | −2,700−33.0% | Reduced |
| AMG National Trust Bank | 4,065 | $888.8K | 0.02% | +25+0.6% | Added |
| Wingate Wealth Advisors, Inc. | 4,022 | $879.4K | 0.78% | 00.0% | Unchanged |
| Midwest Trust Co | 4,016 | $878.1K | 0.01% | +4,016 | New |
| Warren Averett Asset Management, LLC | 4,016 | $878.0K | 0.01% | −236−5.6% | Reduced |
| Nilsine Partners, LLC | 4,005 | $875.7K | 0.09% | −165−4.0% | Reduced |
| Paradigm Financial Partners, LLC | 3,980 | $870.2K | 0.09% | −213−5.1% | Reduced |
| Kondo Wealth Advisors, Inc. | 3,975 | $865.9K | 0.38% | +10.0% | Added |
| AE Wealth Management LLC | 3,959 | $865.7K | 0.01% | +446+12.7% | Added |
| SFMG, LLC | 3,952 | $864.1K | 0.06% | −84−2.1% | Reduced |
| Essex Investment Management Co LLC | 3,933 | $859.9K | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 3,932 | $859.7K | 0.01% | +77+2.0% | Added |
| Legacy Capital Wealth Partners, LLC | 3,928 | $858.8K | 0.20% | −292−6.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,913 | $855.6K | 0.41% | +130+3.4% | Added |
| Quest Partners LLC | 3,912 | $855.3K | 0.08% | −9,025−69.8% | Reduced |
| PUREfi Wealth, LLC | 3,906 | $854.0K | 0.68% | +582+17.5% | Added |
| Mma Asset Management LLC | 3,900 | $852.7K | 0.33% | +396+11.3% | Added |
| Glenview Trust Co | 3,897 | $852.0K | 0.01% | +379+10.8% | Added |
| Parisi Gray Wealth Management | 3,882 | $848.7K | 0.24% | +10.0% | Added |
| Genesee Capital Advisors, LLC | 3,860 | $844.0K | 0.38% | +34+0.9% | Added |
| Marshall Financial Group LLC | 3,944 | $840.7K | 0.16% | +3,944 | New |
| Net Worth Advisory Group | 3,844 | $840.5K | 0.19% | −100−2.5% | Reduced |
| Aries Wealth Management | 3,837 | $838.9K | 0.22% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,820 | $835.2K | 0.11% | +3,820 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,805 | $831.9K | 0.11% | −622−14.1% | Reduced |
| We Are One Seven, LLC | 3,801 | $831.1K | 0.03% | −1,501−28.3% | Reduced |
| Boothbay Fund Management, LLC | 3,794 | $829.5K | 0.03% | −5,350−58.5% | Reduced |
| Baker Ellis Asset Management LLC | 3,788 | $828.2K | 0.11% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,787 | $828.0K | 0.02% | −14,015−78.7% | Reduced |
| Novem Group | 3,765 | $823.3K | 0.10% | +3,765 | New |
| Graypoint LLC | 3,764 | $823.0K | 0.05% | +81+2.2% | Added |
| Matthew Goff Investment Advisor, LLC | 3,761 | $822.3K | 0.15% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 3,759 | $821.9K | 0.07% | +2,807+294.9% | Added |
| Allred Capital Management, LLC | 3,741 | $817.9K | 0.31% | −204−5.2% | Reduced |
| Nicolet Bankshares Inc | 3,712 | $811.6K | 0.14% | +686+22.7% | Added |
| Empower Advisory Group, LLC | 3,697 | $808.2K | 0.00% | +485+15.1% | Added |
| Founders Financial Securities LLC | 3,695 | $807.9K | 0.06% | −382−9.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,694 | $807.6K | 0.05% | −74−2.0% | Reduced |
| Howard Capital Management Inc. | 3,689 | $806.6K | 0.01% | +934+33.9% | Added |
| Opes Wealth Management LLC | 3,688 | $806.3K | 0.14% | +3,688 | New |
| Shira Ridge Wealth Management | 3,666 | $801.5K | 0.37% | −52−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,666 | $801.4K | 0.01% | −1,093−23.0% | Reduced |
| Contravisory Investment Management, Inc. | 3,631 | $793.9K | 0.16% | +11+0.3% | Added |
| Caldwell Trust Co | 3,616 | $790.6K | 0.08% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,614 | $790.2K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,612 | $789.7K | 0.03% | +177+5.2% | Added |
| GF Fund Management Co. Ltd. | 3,601 | $787.3K | 0.02% | +3,601 | New |
| Ashton Thomas Securities, LLC | 3,600 | $787.1K | 0.19% | −67−1.8% | Reduced |
| Vista Investment Partners LLC | 3,600 | $787.1K | 0.23% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,598 | $786.7K | 0.06% | +609+20.4% | Added |
| Forum Financial Management, LP | 3,592 | $785.4K | 0.01% | +380+11.8% | Added |
| LGT Fund Management Co Ltd. | 3,554 | $777.0K | 0.07% | +1,314+58.7% | Added |
| Mutual Advisors, LLC | 3,687 | $775.8K | 0.02% | +118+3.3% | Added |
| Neo Ivy Capital Management | 3,510 | $767.4K | 0.24% | +3,510 | New |
| SRN Advisors, LLC | 3,502 | $765.7K | 0.70% | +207+6.3% | Added |
| TBH Global Asset Management, LLC | 3,501 | $765.5K | 0.16% | +3,501 | New |
| Noesis Capital Mangement Corp | 3,500 | $765.2K | 0.13% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,495 | $764.1K | 0.01% | +496+16.5% | Added |
| Numerai GP LLC | 3,491 | $763.3K | 0.11% | +3,491 | New |
| Level Four Advisory Services, LLC | 3,482 | $761.4K | 0.03% | −17−0.5% | Reduced |
| Buckley Wealth Management, LLC | 3,479 | $760.6K | 0.23% | −22−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,426 | $749.1K | 0.14% | −252−6.9% | Reduced |
| Strategic Blueprint, LLC | 3,420 | $747.8K | 0.04% | −161−4.5% | Reduced |
| 111 Capital | 3,406 | $744.7K | 0.13% | +3,406 | New |
| Frank, Rimerman Advisors LLC | 3,395 | $742.3K | 0.05% | −400−10.5% | Reduced |
| Fulton Bank, N.A. | 3,395 | $742.3K | 0.03% | −382−10.1% | Reduced |
| Quotient Wealth Partners, LLC | 3,376 | $738.2K | 0.02% | −250−6.9% | Reduced |
| Atria Wealth Solutions, Inc. | 3,364 | $735.5K | 0.02% | −3,548−51.3% | Reduced |
| Axq Capital, LP | 3,342 | $730.7K | 0.24% | +1,771+112.7% | Added |
| Smith, Salley & Associates | 3,337 | $729.6K | 0.04% | +688+26.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $728.9K | 0.03% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 3,321 | $726.1K | 0.36% | +78+2.4% | Added |
| ICONIQ Capital, LLC | 3,308 | $723.3K | 0.01% | +296+9.8% | Added |
| Williams Jones Wealth Management, LLC. | 3,304 | $722.4K | 0.01% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 3,302 | $721.9K | 0.09% | +536+19.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,286 | $718.5K | 0.01% | −100−3.0% | Reduced |
| Proficio Capital Partners LLC | 3,284 | $717.9K | 0.04% | +22+0.7% | Added |
| Missouri Trust & Investment Co | 3,255 | $711.7K | 0.23% | −55−1.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $709.3K | 0.08% | 00.0% | Unchanged |
| White Pine Investment CO | 3,241 | $709.0K | 0.18% | −55−1.7% | Reduced |
| Chilton Investment Co LLC | 3,240 | $708.4K | 0.02% | −16−0.5% | Reduced |
| Parvin Asset Management, LLC | 3,230 | $706.2K | 0.73% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,225 | $705.2K | 0.17% | +11+0.3% | Added |
| Aaron Wealth Advisors | 3,220 | $704.0K | 0.07% | −68−2.1% | Reduced |
| Thrive Wealth Management, LLC | 3,219 | $703.7K | 0.11% | −220−6.4% | Reduced |