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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.

Q3 2025 vs. Q2 2025

How the institutions holding Marsh & McLennan Companies, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of MRSH: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,610281,576−6
Shares447.6M6.26M432.7M−8.65M (−2.0%)
Value$97.3B$1.37B$87.2B−$8.72B (−9.1%)

28 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (147)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 147 by value.

Institutions new to MRSH in Q3 2025
InstitutionSharesValue% of portfolio
Credit Agricole S A399,553$80.5M0.27%
Cincinnati Financial Corp278,334$56.1M1.11%
Cincinnati Insurance Co275,766$55.6M0.86%
Waycross Partners, LLC139,521$28.1M2.42%
Distillate Capital Partners LLC103,284$20.8M1.08%
Deprince Race & Zollo Inc95,653$19.3M0.39%
CIBC Bancorp USA Inc.74,161$14.9M0.09%
Woodline Partners LP64,974$13.1M0.06%
Bridgewater Associates, LP62,067$12.5M0.05%
Entropy Technologies, LP60,429$12.2M0.91%
Morningstar Investment Management LLC58,435$11.8M0.43%
AXA Investment Managers S.A.57,137$11.5M0.03%
Synergy Financial Management, LLC46,118$9.29M0.34%
Capitolis Liquid Global Markets LLC29,800$6.01M0.05%
Lighthouse Investment Partners, LLC24,245$4.89M0.18%
JB Capital LLC20,742$4.18M0.18%
Allstate Corp18,568$3.74M0.09%
Yacktman Asset Management LP17,345$3.50M0.05%
CAPROCK Group, Inc.15,341$3.16M0.08%
Lecap Asset Management Ltd14,651$2.95M1.03%
Machina Capital S.A.S.14,140$2.85M0.50%
Abc Arbitrage SA14,062$2.83M0.28%
Delta Global Management LP12,111$2.44M0.18%
Jefferies Financial Group Inc.10,725$2.16M0.02%
Sageworth Trust Co10,405$2.10M0.10%
Kepler Cheuvreux (Suisse) SA9,834$1.98M0.11%
Palouse Capital Management, Inc.9,525$1.92M1.22%
Tema ETFs LLC9,141$1.84M0.15%
Bayview Asset Management, LLC8,100$1.63M1.25%
Occudo Quantitative Strategies LP7,565$1.52M0.19%
Dark Forest Capital Management LP6,802$1.37M0.05%
Equitable Trust Co6,478$1.31M0.06%
CSM Advisors, LLC5,864$1.18M0.03%
XTX Topco Ltd5,814$1.17M0.06%
Bridgefront Capital, LLC5,763$1.16M0.34%
Rakuten Investment Management, Inc.2,987$1.02M0.00%
Perbak Capital Partners LLP4,996$1.01M0.18%
Taikang Asset Management (Hong Kong) Co Ltd4,965$1.00M0.11%
WBI Investments4,882$983.8K0.25%
BAM Wealth Management, LLC4,428$892.4K0.69%
KG&L Capital Management,LLC4,239$854.3K0.23%
Bayesian Capital Management, LP4,100$826.3K0.17%
Legacy Advisors, LLC3,851$776.1K0.10%
Weiss Asset Management LP3,658$737.2K0.01%
Permanent Capital Management, LP3,220$648.9K0.12%
RiverFront Investment Group, LLC2,929$590.3K0.01%
Baker Tilly Wealth Management, LLC2,758$555.8K0.13%
Bryce Point Capital, LLC2,730$550.2K0.67%
Northstar Advisory Group, LLC2,665$537.1K0.22%
Nvest Financial, LLC2,649$533.9K0.31%
Meiji Yasuda Life Insurance Co2,639$531.8K0.02%
Quadrature Capital Ltd2,597$523.4K0.01%
Element Capital Management LLC2,498$503.4K0.71%
Jackson Thornton Asset Management, LLC2,358$482.8K0.05%
AdvisorShares Investments LLC2,340$471.6K0.08%
GAM Holding AG2,212$445.8K0.03%
David R. Rahn & Associates Inc.2,207$444.8K0.11%
GEM Asset Management, LLC1,938$395.0K0.19%
Stokes Family Office, LLC1,910$384.9K0.04%
Lombard Odier Asset Management (USA) Corp1,883$379.5K0.09%
Capital Performance Advisors LLP1,837$370.2K0.06%
Summit Asset Management, LLC1,756$353.9K0.05%
Abner Herrman & Brock LLC1,750$353.0K0.04%
Middleton & Co Inc1,635$329.5K0.04%
Tradewinds, LLC.1,617$325.9K0.08%
Natural Investments, LLC1,498$301.0K0.07%
Eisler Capital Management Ltd.1,431$282.8K0.01%
Polymer Capital Management (HK) LTD1,398$281.7K0.04%
Mills Wealth Advisors LLC1,378$277.7K0.11%
Lewis Asset Management, LLC1,352$272.5K0.11%
Stevens Capital Management LP1,326$267.0K0.04%
Outlook Wealth Advisors, LLC1,315$265.0K0.07%
Lion Street Advisors, LLC1,584$264.2K0.09%
PharVision Advisers, LLC1,307$263.4K0.15%
Kingswood Wealth Advisors, LLC1,269$255.7K0.02%
Baron Wealth Management LLC1,223$246.5K0.08%
BIP Wealth, LLC1,199$241.6K0.01%
Paragon Private Wealth Management, LLC1,178$237.5K0.08%
Thomasville National Bank1,153$232.4K0.01%
Maridea Wealth Management LLC1,220$231.7K0.04%
Goldstein Advisors, LLC1,120$225.7K0.03%
Claro Advisors LLC1,112$224.1K0.03%
Group One Trading, L.P.1,108$223.3K0.01%
Beirne Wealth Consulting Services, LLC1,106$223.3K0.05%
Independent Solutions Wealth Management, LLC1,105$222.7K0.04%
Catalyst Funds Management Pty Ltd1,100$221.7K0.03%
Naples Global Advisors, LLC1,068$215.2K0.02%
Cambria Investment Management, L.P.1,067$215.0K0.01%
Riversedge Advisors, LLC1,065$214.6K0.04%
Founders Financial Alliance, LLC1,055$212.7K0.04%
Interchange Capital Partners, LLC1,053$212.2K0.04%
Pinnacle Financial Partners Inc1,045$210.6K0.01%
Valmark Advisers, Inc.1,017$205.0K0.00%
Seven Mile Advisory1,016$204.7K0.03%
Fiduciary Wealth Partners, LLC1,015$204.6K0.09%
Members Wealth LLC1,014$204.1K0.13%
Associated Banc-Corp1,011$203.7K0.01%
Golden State Equity Partners1,010$203.5K0.03%
Buck Wealth Strategies, LLC1,010$203.5K0.03%
Sym Financial Corp1,009$203.3K0.02%

Sold out (153)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 153 by value.

Institutions that sold out of MRSH in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Cubist Systematic Strategies, LLC257,151$56.2M
Susquehanna Portfolio Strategies, LLC197,642$43.2M
AXA S.A.189,785$41.5M
Dundas Partners LLP187,494$41.0M
Point72 Asset Management, L.P.167,460$36.6M
Railway Pension Investments Ltd102,800$22.5M
Kames Capital plc89,793$19.6M
Nearwater Capital Markets, Ltd70,519$15.4M
Sawgrass Asset Management LLC48,783$10.7M
Sone Capital Management, LLC46,853$10.2M
Point72 Hong Kong Ltd44,354$9.70M
Groupe la Francaise37,416$8.14M
Qsemble Capital Management, LP35,910$7.85M
Point72 (DIFC) Ltd26,406$5.77M
MinichMacGregor Wealth Management, LLC23,327$5.10M
Algert Global LLC16,113$3.52M
Centiva Capital, LP15,560$3.40M
Red Cedar Investment Management, LLC13,578$2.97M
Moran Wealth Management, LLC13,566$2.97M
Drake & Associates, LLC12,391$2.71M
Prescott Group Capital Management, L.L.C.11,895$2.60M
HRT Financial LP11,820$2.58M
Soundwatch Capital LLC2,565,037$2.54M
TCW Group Inc11,594$2.53M
G&S Capital LLC11,456$2.50M
Peak Financial Advisors LLC10,934$2.39M
TKG Advisors, LLC10,695$2.34M
Nebula Research & Development LLC9,651$2.11M
Triasima Portfolio Management inc.8,018$1.75M
Matrix Trust Co7,654$1.67M
Mach-1 Financial Group, Inc.6,841$1.50M
Dynamic Technology Lab Private Ltd6,569$1.44M
Edgemoor Investment Advisors, Inc.6,472$1.42M
Virtus Investment Advisers, Inc.6,319$1.38M
Eqis Capital Management, Inc.6,215$1.36M
Oddo BHF Asset Management SAS5,882$1.29M
Twin Tree Management, LP4,984$1.09M
Aigen Investment Management, LP3,820$835.2K
Opes Wealth Management LLC3,688$806.3K
ICONIQ Capital, LLC3,308$723.3K
Farringdon Capital, Ltd.2,994$654.6K
Aster Capital Management (DIFC) Ltd2,824$617.4K
Financial Advocates Investment Management2,561$560.0K
Signal Advisors Wealth, LLC2,434$532.3K
Geneva Partners, LLC2,412$527.4K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund2,400$524.7K
Asahi Life Asset Management Co., Ltd.2,340$511.6K
Brookstone Capital Management2,204$481.8K
BTS Asset Management, Inc.2,164$473.1K
RDA Financial Network1,999$437.0K
Kanawha Capital Management LLC1,982$433.3K
Quantitative Investment Management, LLC1,868$408.0K
Corient IA LLC1,860$406.7K
ISAM Funds (UK) Ltd1,802$394.0K
Point72 Asia (Singapore) Pte. Ltd.1,796$392.7K
Angeles Wealth Management, LLC1,783$389.8K
ASB Consultores, LLC1,675$366.2K
Scientech Research LLC1,667$364.5K
Optimize Financial Inc1,563$341.7K
SCS Capital Management LLC1,505$329.1K
Nations Financial Group Inc,1,498$327.5K
Quartz Partners, LLC1,476$322.7K
Prossimo Advisors, LLC1,470$321.0K
Stanley-Laman Group, Ltd.1,421$310.7K
Rothschild Capital Partners, LLC1,380$301.7K
WealthBridge Capital Management, LLC1,301$284.4K
Credit Capital Investments LLC1,300$284.2K
Fiduciary Alliance LLC1,262$275.9K
Victrix Investment Advisors1,258$275.0K
OneAscent Financial Services LLC1,244$271.0K
Hibernia Wealth Partners, LLC1,238$270.5K
Smart Money Group LLC1,232$269.3K
OneAscent Investment Solutions LLC1,212$265.0K
Magnetar Financial LLC1,201$262.6K
MBB Public Markets I LLC1,177$257.3K
Meridian Wealth Management, LLC1,172$256.3K
Moss Adams Wealth Advisors LLC1,158$253.2K
Simplex Trading, LLC1,152$251.0K
Richard P Slaughter Associates Inc1,141$249.5K
Avantax Planning Partners, Inc.1,102$241.0K
German American Bancorp, Inc.1,073$234.6K
AlphaStar Capital Management, LLC1,064$232.6K
Alpha Financial Partners, LLC1,056$231.0K
OneAscent Wealth Management LLC1,046$229.0K
HMS Capital Management, LLC1,043$228.0K
eCIO, Inc.1,043$228.0K
Roundview Capital LLC1,037$226.7K
Longboard Asset Management, LP1,028$224.8K
Means Investment Co., Inc.1,020$222.9K
Destination Wealth Management1,010$220.8K
MONECO Advisors, LLC1,009$220.7K
Clark Capital Management Group, Inc.1,005$219.8K
Mesirow Financial Investment Management, Inc.1,002$219.1K
One Capital Management, LLC999$218.4K
Topsail Wealth Management, LLC998$218.2K
Investment Advisory Services Inc993$217.1K
U.S. Capital Wealth Advisors, LLC992$216.8K
Patron Partners Advisors, LLC990$216.5K
Diversified Enterprises, LLC990$216.5K
Nordwand Advisors, LLC987$215.8K

Not filed for Q3 2025 yet (28)

Institutions that held Marsh & McLennan Companies, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MRSH in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank6,076,595$1.33B
CIBC World Markets Corp62,004$13.6M
Churchill Management Corp30,652$6.70M
Avantax Advisory Services, Inc.29,723$6.50M
Congress Wealth Management LLC12,918$2.82M
Enterprise Bank & Trust Co10,201$2.23M
EP Wealth Advisors, LLC8,337$1.82M
Graypoint LLC3,764$823.0K
SRN Advisors, LLC3,502$765.7K
Atria Wealth Solutions, Inc.3,364$735.5K
My Legacy Advisors, LLC3,181$683.0K
Wellington Capital Management, Inc.2,760$603.0K
Foguth Wealth Management, LLC.2,411$527.1K
Scott Marsh Financial, LLC2,324$508.1K
Good Life Advisors, LLC2,057$449.8K
Talon Private Wealth, LLC1,644$359.4K
Northeast Financial Consultants Inc1,514$331.0K
E Fund Management Co., Ltd.1,248$272.9K
Tyler-Stone Wealth Management1,090$238.3K
Hamilton Capital, LLC1,069$233.7K
First Horizon Advisors, Inc.903$197.5K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH609$133.2K
Union Savings Bank512$102.0K
Centricity Wealth Management, LLC372$81.3K
Iron Horse Wealth Management, LLC279$61.0K
Atlas Capital Advisors LLC151$33.0K
Legacy Investment Solutions, LLC18$3.94K
Parkworth Wealth Management, Inc.13$2.84K