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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 7,247 | $1.46M | 0.04% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 7,301 | $1.47M | 0.70% | +223+3.2% | Added |
| Clifford Swan Investment Counsel LLC | 7,330 | $1.48M | 0.05% | −168−2.2% | Reduced |
| IFP Advisors, Inc | 7,332 | $1.48M | 0.04% | +429+6.2% | Added |
| Arkadios Wealth Advisors | 7,347 | $1.48M | 0.04% | +2,236+43.7% | Added |
| Dynasty Wealth Management, LLC | 7,374 | $1.49M | 0.02% | −7,008−48.7% | Reduced |
| Savant Capital, LLC | 7,408 | $1.49M | 0.01% | −1,088−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,472 | $1.51M | 0.04% | −10,818−59.1% | Reduced |
| NorthRock Partners, LLC | 7,510 | $1.51M | 0.03% | +1,738+30.1% | Added |
| Advisory Services Network, LLC | 7,544 | $1.52M | 0.02% | −1,109−12.8% | Reduced |
| Occudo Quantitative Strategies LP | 7,565 | $1.52M | 0.19% | +7,565 | New |
| TD Private Client Wealth LLC | 7,668 | $1.55M | 0.03% | +979+14.6% | Added |
| Ledyard National Bank | 7,685 | $1.55M | 0.14% | −148−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 7,693 | $1.55M | 0.07% | +2,357+44.2% | Added |
| Lantz Financial LLC | 7,738 | $1.56M | 0.35% | −19−0.2% | Reduced |
| LS Investment Advisors, LLC | 7,749 | $1.56M | 0.22% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 7,853 | $1.58M | 0.23% | −1,155−12.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,920 | $1.60M | 0.27% | −1,920−19.5% | Reduced |
| Neo Ivy Capital Management | 7,936 | $1.60M | 0.39% | +4,426+126.1% | Added |
| Principal Securities, Inc. | 8,006 | $1.61M | 0.03% | +254+3.3% | Added |
| Quest Partners LLC | 8,086 | $1.63M | 0.11% | +4,174+106.7% | Added |
| Evercore Wealth Management, LLC | 8,089 | $1.63M | 0.02% | −6−0.1% | Reduced |
| Bayview Asset Management, LLC | 8,100 | $1.63M | 1.25% | +8,100 | New |
| Westerkirk Capital Inc. | 8,110 | $1.63M | 0.19% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 8,161 | $1.64M | 0.05% | −5,060−38.3% | Reduced |
| Dover Advisors, LLC | 8,183 | $1.65M | 0.66% | +5,081+163.8% | Added |
| Dumont & Blake Investment Advisors LLC | 8,189 | $1.65M | 0.40% | −59−0.7% | Reduced |
| MAI Capital Management | 8,227 | $1.66M | 0.01% | +10+0.1% | Added |
| Princeton Global Asset Management LLC | 8,230 | $1.66M | 0.28% | −1,321−13.8% | Reduced |
| First Citizens Bank & Trust Co | 8,276 | $1.67M | 0.04% | −2,649−24.2% | Reduced |
| Pensionfund Sabic | 8,300 | $1.67M | 0.46% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 8,349 | $1.68M | 0.71% | −1,222−12.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,383 | $1.69M | 0.03% | +178+2.2% | Added |
| Pictet Bank & Trust Ltd | 8,395 | $1.69M | 2.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,560 | $1.71M | 0.11% | +2,174+34.0% | Added |
| Mission Wealth Management, LP | 8,559 | $1.72M | 0.04% | −94−1.1% | Reduced |
| Impact Capital Partners LLC | 8,585 | $1.73M | 0.52% | +214+2.6% | Added |
| Brass Tax Wealth Management, Inc | 8,588 | $1.73M | 0.29% | +6+0.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 8,641 | $1.74M | 0.17% | −354−3.9% | Reduced |
| Belpointe Asset Management LLC | 8,674 | $1.75M | 0.07% | +3,987+85.1% | Added |
| Grimes & Company, Inc. | 8,804 | $1.77M | 0.04% | −25−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,832 | $1.78M | 0.11% | −56,878−86.6% | Reduced |
| IAM Advisory, LLC | 8,834 | $1.78M | 0.40% | +233+2.7% | Added |
| Greenleaf Trust | 8,835 | $1.78M | 0.02% | −671−7.1% | Reduced |
| Tealwood Asset Management Inc | 8,887 | $1.79M | 0.72% | −376−4.1% | Reduced |
| Syon Capital LLC | 8,985 | $1.81M | 0.10% | +550+6.5% | Added |
| Spire Wealth Management | 9,001 | $1.81M | 0.06% | +5,852+185.8% | Added |
| RMR Wealth Builders | 9,060 | $1.83M | 0.15% | −373−4.0% | Reduced |
| Tema ETFs LLC | 9,141 | $1.84M | 0.15% | +9,141 | New |
| Clearstead Advisors, LLC | 9,144 | $1.84M | 0.03% | +1,057+13.1% | Added |
| Front Row Advisors LLC | 9,232 | $1.86M | 0.63% | 00.0% | Unchanged |
| Regions Financial Corp | 9,236 | $1.86M | 0.01% | −423−4.4% | Reduced |
| Ballentine Partners, LLC | 9,380 | $1.89M | 0.03% | −475−4.8% | Reduced |
| Balyasny Asset Management LLC | 9,406 | $1.90M | 0.00% | +4,719+100.7% | Added |
| Jones Financial Companies LLLP | 9,540 | $1.90M | 0.00% | +1,000+11.7% | Added |
| WSFS Capital Management, LLC | 9,477 | $1.91M | 0.09% | +3,070+47.9% | Added |
| Palouse Capital Management, Inc. | 9,525 | $1.92M | 1.22% | +9,525 | New |
| Meeder Advisory Services, Inc. | 9,532 | $1.92M | 0.09% | +229+2.5% | Added |
| Kepler Cheuvreux (Suisse) SA | 9,834 | $1.98M | 0.11% | +9,834 | New |
| Courier Capital LLC | 9,873 | $1.99M | 0.11% | +22+0.2% | Added |
| Citizens Financial Group Inc | 9,881 | $1.99M | 0.03% | +2,091+26.8% | Added |
| Wealth Alliance | 9,882 | $1.99M | 0.20% | +711+7.8% | Added |
| Hilltop Holdings Inc. | 9,983 | $2.01M | 0.11% | +577+6.1% | Added |
| Wealthcare Advisory Partners LLC | 9,996 | $2.01M | 0.04% | +66+0.7% | Added |
| Cohen Klingenstein LLC | 10,000 | $2.02M | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,138 | $2.04M | 0.08% | −7−0.1% | Reduced |
| Founders Financial Securities LLC | 10,146 | $2.04M | 0.14% | +6,451+174.6% | Added |
| Ashton Thomas Private Wealth, LLC | 10,181 | $2.05M | 0.05% | +2,225+28.0% | Added |
| Pinnacle Associates Ltd | 10,199 | $2.06M | 0.03% | +307+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 10,210 | $2.06M | 0.03% | −168−1.6% | Reduced |
| Twinbeech Capital LP | 10,261 | $2.07M | 0.08% | −66,252−86.6% | Reduced |
| Donaldson Capital Management, LLC | 10,294 | $2.07M | 0.07% | −243,054−95.9% | Reduced |
| Change Path, LLC | 10,302 | $2.08M | 0.05% | −24,769−70.6% | Reduced |
| Ritholtz Wealth Management | 10,356 | $2.09M | 0.04% | −278−2.6% | Reduced |
| Sageworth Trust Co | 10,405 | $2.10M | 0.10% | +10,405 | New |
| V-Square Quantitative Management LLC | 10,456 | $2.11M | 0.36% | +570+5.8% | Added |
| Hills Bank & Trust Co | 10,490 | $2.11M | 0.12% | −185−1.7% | Reduced |
| HighPoint Advisor Group LLC | 10,659 | $2.15M | 0.10% | +554+5.5% | Added |
| Walleye Trading LLC | 10,677 | $2.15M | 0.03% | +6,890+181.9% | Added |
| Jefferies Financial Group Inc. | 10,725 | $2.16M | 0.02% | +10,725 | New |
| Louisbourg Investments Inc. | 14,794 | $2.17M | 0.47% | +9,315+170.0% | Added |
| Summit Financial, LLC | 10,845 | $2.19M | 0.03% | −1,792−14.2% | Reduced |
| Buckingham Strategic Partners | 12,047 | $2.20M | 0.02% | +5,997+99.1% | Added |
| Ostrum Asset Management | 11,032 | $2.22M | 0.10% | +5,324+93.3% | Added |
| Wolverine Trading, LLC | 11,150 | $2.23M | 0.04% | +10,066+928.6% | Added |
| Cresset Asset Management, LLC | 11,269 | $2.27M | 0.01% | +1,322+13.3% | Added |
| Summit Global Investments | 11,425 | $2.30M | 0.13% | −7,242−38.8% | Reduced |
| FORA Capital, LLC | 11,447 | $2.31M | 0.41% | +9,693+552.6% | Added |
| Bokf, NA | 11,477 | $2.31M | 0.03% | +553+5.1% | Added |
| Financial Engines Advisors L.L.C. | 11,524 | $2.32M | 0.00% | +208+1.8% | Added |
| HBK Sorce Advisory LLC | 11,431 | $2.33M | 0.06% | +375+3.4% | Added |
| Kestra Advisory Services, LLC | 11,664 | $2.35M | 0.01% | −225−1.9% | Reduced |
| Pinebridge Investments, L.P. | 11,685 | $2.35M | 0.02% | −12,181−51.0% | Reduced |
| Howland Capital Management LLC | 11,694 | $2.36M | 0.09% | +12+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,889 | $2.40M | 0.01% | −1,430−10.7% | Reduced |
| Fiduciary Trust Co | 11,903 | $2.40M | 0.03% | −1,027−7.9% | Reduced |
| Signaturefd, LLC | 11,921 | $2.40M | 0.04% | +1,825+18.1% | Added |
| Value Partners Investments Inc. | 11,945 | $2.41M | 0.20% | +38+0.3% | Added |
| Private Advisor Group, LLC | 12,026 | $2.42M | 0.01% | −359−2.9% | Reduced |
| NewEdge Wealth, LLC | 13,620 | $2.43M | 0.03% | −3,265−19.3% | Reduced |