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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.

13F holders, Q3 2025

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 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
1,576
−6 vs. Q2 2025
Shares held
432.7M
−8.65M (−2.0%) vs. Q2 2025
Total value
$87.2B
−$8.72B (−9.1%) vs. Q2 2025
New holders
147
561 more added
Sold out
153
607 more reduced

28 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,576 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ3 2025: $87.2B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2025.

Institutions holding MRSH in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bear Mountain Capital, Inc.1$1890.00%+1New
Y.D. More Investments Ltd392$2390.00%−56−12.5%Reduced
Turning Point Benefit Group, Inc.2$4020.00%+2New
Hurley Capital, LLC2$4030.00%+2New
Breakwater Investment Management2$4040.00%+2New
E Fund Management (Hong Kong) Co., Ltd.3$6050.00%+3New
Logan Capital Management Inc4$8060.00%00.0%Unchanged
Centerpoint Advisors, LLC5$1.00K0.00%00.0%Unchanged
Quaker Wealth Management, LLC5$1.01K0.00%−4−44.4%Reduced
HFM Investment Advisors, LLC5$1.01K0.00%−3−37.5%Reduced
Davis Capital Management5$1.01K0.00%+5New
Seneschal Advisors, LLC5$1.01K0.00%+5New
DecisionPoint Financial, LLC6$1.21K0.00%00.0%Unchanged
Anfield Capital Management, LLC6$1.21K0.00%+6New
ESL Trust Services, LLC6$1.21K0.00%+6New
Strengthening Families & Communities, LLC6$1.21K0.00%+6New
Global Trust Asset Management, LLC7$1.41K0.00%+7New
Trust Co8$1.61K0.00%00.0%Unchanged
Rakuten Securities, Inc.9$1.81K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC9$1.81K0.00%00.0%Unchanged
Tobam12$2.00K0.00%+6+100.0%Added
Valley National Advisers Inc10$2.00K0.00%+10New
BankPlus Trust Department10$2.02K0.00%00.0%Unchanged
POM Investment Strategies, LLC10$2.02K0.00%+10New
American Capital Advisory, LLC10$2.02K0.00%−2−16.7%Reduced
Activest Wealth Management11$2.22K0.00%−82−88.2%Reduced
First Command Advisory Services, Inc.11$2.22K0.00%00.0%Unchanged
Rialto Wealth Management, LLC11$2.22K0.00%+6+120.0%Added
Halbert Hargrove Global Advisors, LLC11$2.22K0.00%+11New
Asset Planning,Inc12$2.42K0.00%00.0%Unchanged
WestEnd Advisors, LLC12$2.42K0.00%+2+20.0%Added
Winnow Wealth LLC12$2.42K0.00%+12New
Pineridge Advisors LLC12$2.43K0.00%+12New
Financial Perspectives, Inc12$2.46K0.00%00.0%Unchanged
MTM Investment Management, LLC13$2.62K0.00%00.0%Unchanged
Corsicana & Co.14$2.82K0.00%+14New
Crowley Wealth Management, Inc.15$3.02K0.00%00.0%Unchanged
Archer Investment Corp16$3.22K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC16$3.22K0.00%+16New
Bay Harbor Wealth Management, LLC17$3.43K0.00%−1−5.6%Reduced
Main Street Group, LTD17$3.45K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC18$3.63K0.00%−25−58.1%Reduced
Legacy Wealth Managment, LLC18$3.63K0.00%00.0%Unchanged
Texas Capital Bancshares Inc18$3.63K0.00%+18New
Bradley & Co. Private Wealth Management, LLC19$3.83K0.00%00.0%Unchanged
PayPay Securities Corp19$3.89K0.14%+10+111.1%Added
GPS Wealth Strategies Group, LLC20$3.95K0.00%−14−41.2%Reduced
Pacifica Partners Inc.20$4.03K0.00%−23−53.5%Reduced
Core Alternative Capital20$4.03K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$4.03K0.00%00.0%Unchanged
LGT Financial Advisors LLC21$4.23K0.01%00.0%Unchanged
North Star Investment Management Corp.21$4.23K0.00%+3+16.7%Added
Clark Wealth Partners24$4.45K0.00%−1−4.0%Reduced
Provenance Wealth Advisors, LLC24$4.84K0.00%00.0%Unchanged
Sunbelt Securities, Inc.25$5.04K0.00%−93−78.8%Reduced
Toth Financial Advisory Corp25$5.04K0.00%00.0%Unchanged
Capula Management Ltd26$5.24K0.00%−777−96.8%Reduced
Global Wealth Strategies & Associates27$5.46K0.00%00.0%Unchanged
Guerra Advisors Inc28$5.64K0.00%+28New
McIlrath & Eck, LLC29$5.84K0.00%00.0%Unchanged
Tacita Capital Inc29$5.84K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC29$5.84K0.00%+22+314.3%Added
Flagship Wealth Advisors, LLC30$6.05K0.00%00.0%Unchanged
Financial Consulate, Inc30$6.05K0.00%+30New
Measured Wealth Private Client Group, LLC32$6.45K0.00%+32New
DiNuzzo Private Wealth, Inc.32$6.59K0.00%00.0%Unchanged
American National Bank33$6.65K0.00%−854−96.3%Reduced
Redmont Wealth Advisors LLC33$6.65K0.01%00.0%Unchanged
TSFG, LLC35$7.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC35$7.08K0.00%−7−16.7%Reduced
TFC Financial Management36$7.26K0.00%00.0%Unchanged
Hughes Financial Services, LLC42$7.48K0.00%−8−16.0%Reduced
Alpine Bank Wealth Management38$7.66K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC38$7.66K0.00%+38New
Bullock Wealth Management Group39$7.85K0.00%00.0%Unchanged
BFSG, LLC39$7.86K0.00%00.0%Unchanged
Crews Bank & Trust39$7.86K0.00%00.0%Unchanged
Westend Capital Management, LLC40$8.06K0.00%00.0%Unchanged
Kilter Group LLC40$8.06K0.00%−5−11.1%Reduced
Operose Advisors LLC41$8.26K0.00%00.0%Unchanged
Highline Wealth Partners LLC41$8.28K0.00%+20+95.2%Added
Coastline Trust Co42$8.46K0.00%00.0%Unchanged
Bare Financial Services, Inc42$8.46K0.00%00.0%Unchanged
Atwood & Palmer Inc42$8.46K0.00%−39−48.1%Reduced
Red Tortoise LLC43$8.67K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC43$8.68K0.00%+43New
Clal Insurance Enterprises Holdings Ltd43$9.00K0.00%−7−14.0%Reduced
Cloud Capital Management, LLC45$9.00K0.00%+45New
Investors Research Corp45$9.07K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC45$9.07K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd45$9.07K0.00%+45New
Creative Financial Designs Inc46$9.27K0.00%−2−4.2%Reduced
Quest 10 Wealth Builders, Inc.47$9.47K0.01%−76−61.8%Reduced
Binnacle Investments Inc48$9.67K0.01%00.0%Unchanged
Raffa Wealth Management, LLC49$9.88K0.00%+15+44.1%Added
Marquette Asset Management, LLC53$10.7K0.00%+53New
Creekmur Asset Management LLC54$10.9K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC54$10.9K0.01%+54New
IMG Wealth Management, Inc.55$11.1K0.01%00.0%Unchanged
Evermay Wealth Management LLC55$11.1K0.00%00.0%Unchanged