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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 12,073 | $2.43M | 0.10% | +10,734+801.6% | Added |
| Delta Global Management LP | 12,111 | $2.44M | 0.18% | +12,111 | New |
| Brighton Jones LLC | 12,119 | $2.44M | 0.06% | +1,925+18.9% | Added |
| Bowen Hanes & Co Inc | 12,161 | $2.45M | 0.06% | −123,340−91.0% | Reduced |
| Shelton Capital Management | 12,182 | $2.46M | 0.05% | +5,697+87.8% | Added |
| Moody National Bank Trust Division | 12,218 | $2.46M | 0.21% | +78+0.6% | Added |
| South Dakota Investment Council | 12,352 | $2.49M | 0.05% | −2,300−15.7% | Reduced |
| River Wealth Advisors LLC | 12,418 | $2.50M | 0.29% | −173−1.4% | Reduced |
| Prospera Financial Services Inc | 12,543 | $2.53M | 0.04% | +4,377+53.6% | Added |
| Nomura Holdings Inc | 12,647 | $2.55M | 0.01% | +9,908+361.7% | Added |
| Kimelman & Baird, LLC | 12,795 | $2.58M | 0.20% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 12,834 | $2.59M | 0.03% | −755−5.6% | Reduced |
| RSM US Wealth Management LLC | 12,856 | $2.59M | 0.03% | −1,872−12.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,988 | $2.62M | 0.17% | −425−3.2% | Reduced |
| BLI - Banque de Luxembourg Investments | 13,200 | $2.64M | 0.08% | −3,200−19.5% | Reduced |
| MUFG Securities Americas Inc. | 13,257 | $2.67M | 0.17% | +2,337+21.4% | Added |
| Vectors Research Management, LLC | 13,271 | $2.67M | 0.84% | +163+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 13,340 | $2.69M | 0.00% | −288,545−95.6% | Reduced |
| United Capital Financial Advisers, LLC | 13,343 | $2.69M | 0.02% | −745−5.3% | Reduced |
| Perigon Wealth Management, LLC | 13,380 | $2.70M | 0.06% | −1,957−12.8% | Reduced |
| Bouvel Investment Partners, LLC | 13,425 | $2.71M | 0.83% | −214−1.6% | Reduced |
| Summit Trail Advisors, LLC | 13,471 | $2.71M | 0.04% | +2,987+28.5% | Added |
| Ci Investments Inc. | 13,551 | $2.73M | 0.01% | −38,682−74.1% | Reduced |
| Miracle Mile Advisors, LLC | 13,638 | $2.75M | 0.04% | +219+1.6% | Added |
| Landscape Capital Management, L.L.C. | 13,668 | $2.75M | 0.17% | +8,203+150.1% | Added |
| Freestone Capital Holdings, LLC | 13,680 | $2.76M | 0.08% | +45+0.3% | Added |
| Icon Wealth Advisors, LLC | 13,708 | $2.76M | 0.19% | −188−1.4% | Reduced |
| Accurate Wealth Management, LLC | 13,427 | $2.78M | 0.37% | −488−3.5% | Reduced |
| Quadrant Capital Group LLC | 13,810 | $2.78M | 0.09% | −2,894−17.3% | Reduced |
| Polymer Capital Management (US) LLC | 13,992 | $2.82M | 0.37% | +9,406+205.1% | Added |
| HB Wealth Management, LLC | 14,021 | $2.83M | 0.02% | −90−0.6% | Reduced |
| Abc Arbitrage SA | 14,062 | $2.83M | 0.28% | +14,062 | New |
| Union Heritage Capital, LLC | 14,064 | $2.83M | 0.92% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.84M | 0.31% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 14,140 | $2.85M | 0.50% | +14,140 | New |
| Concurrent Investment Advisors, LLC | 14,180 | $2.86M | 0.05% | +1,387+10.8% | Added |
| CIBC World Markets Inc. | 14,215 | $2.86M | 0.01% | +6,891+94.1% | Added |
| Vise Technologies, Inc. | 14,319 | $2.89M | 0.11% | −4,138−22.4% | Reduced |
| Ossiam | 14,323 | $2.89M | 0.04% | −4,055−22.1% | Reduced |
| Strategic Investment Advisors | 14,422 | $2.91M | 0.26% | −556−3.7% | Reduced |
| Lecap Asset Management Ltd | 14,651 | $2.95M | 1.03% | +14,651 | New |
| Private Trust Co NA | 14,716 | $2.97M | 0.26% | −1,471−9.1% | Reduced |
| Lindenwold Advisors | 14,994 | $3.02M | 1.43% | +62+0.4% | Added |
| Kingsview Wealth Management, LLC | 15,013 | $3.03M | 0.05% | +82+0.5% | Added |
| Heritage Trust Co | 15,169 | $3.06M | 0.32% | +137+0.9% | Added |
| PFG Advisors | 15,235 | $3.07M | 0.13% | +858+6.0% | Added |
| Tokio Marine Asset Management Co Ltd | 15,252 | $3.07M | 0.11% | +129+0.9% | Added |
| Argent Trust Co | 15,346 | $3.09M | 0.11% | −4,768−23.7% | Reduced |
| Kinneret Advisory, LLC | 15,349 | $3.09M | 0.26% | −69−0.4% | Reduced |
| Alerus Financial NA | 15,388 | $3.10M | 0.16% | −145−0.9% | Reduced |
| Jain Global LLC | 15,539 | $3.13M | 0.04% | −509−3.2% | Reduced |
| 1832 Asset Management L.P. | 15,609 | $3.15M | 0.01% | +1,266+8.8% | Added |
| Resources Investment Advisors, LLC. | 15,639 | $3.15M | 0.03% | −1,382−8.1% | Reduced |
| CAPROCK Group, Inc. | 15,341 | $3.16M | 0.08% | +15,341 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,669 | $3.16M | 0.05% | −50−0.3% | Reduced |
| American Trust | 15,852 | $3.19M | 0.27% | −286−1.8% | Reduced |
| Assenagon Asset Management S.A. | 15,909 | $3.21M | 0.00% | −792,891−98.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,014 | $3.23M | 0.15% | +100+0.6% | Added |
| Prosperity Consulting Group, LLC | 16,134 | $3.25M | 0.16% | −2,614−13.9% | Reduced |
| Axxcess Wealth Management, LLC | 16,231 | $3.27M | 0.07% | +1,923+13.4% | Added |
| Everence Capital Management Inc | 16,320 | $3.29M | 0.20% | +3,690+29.2% | Added |
| Mechanics Bank Trust Department | 16,413 | $3.31M | 0.46% | −663−3.9% | Reduced |
| Tiaa Trust, National Association | 16,441 | $3.31M | 0.01% | −499−2.9% | Reduced |
| Bancreek Capital Management, LP | 16,522 | $3.33M | 6.99% | −1,342−7.5% | Reduced |
| Plato Investment Management Ltd | 16,779 | $3.36M | 0.23% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,768 | $3.38M | 0.04% | +3,856+29.9% | Added |
| Toroso Investments, LLC | 17,043 | $3.43M | 0.01% | −90,439−84.1% | Reduced |
| Univest Financial Corp | 17,069 | $3.44M | 0.19% | +9,493+125.3% | Added |
| Transcend Wealth Collective, LLC | 17,112 | $3.45M | 0.24% | −428−2.4% | Reduced |
| Park Avenue Securities LLC | 17,177 | $3.46M | 0.03% | −2,112−10.9% | Reduced |
| Morton Community Bank | 19,437 | $3.46M | 0.80% | +1,063+5.8% | Added |
| Peapack Gladstone Financial Corp | 17,210 | $3.47M | 0.05% | +11,545+203.8% | Added |
| New Vernon Investment Management LLC | 17,221 | $3.47M | 3.24% | 00.0% | Unchanged |
| Becker Capital Management Inc | 17,324 | $3.49M | 0.10% | +123+0.7% | Added |
| Yacktman Asset Management LP | 17,345 | $3.50M | 0.05% | +17,345 | New |
| Ronald Blue Trust, Inc. | 17,364 | $3.50M | 0.04% | −330−1.9% | Reduced |
| Empirical Finance, LLC | 17,417 | $3.51M | 0.17% | +172+1.0% | Added |
| Omers Administration Corp | 17,660 | $3.56M | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 17,787 | $3.58M | 0.02% | −166,938−90.4% | Reduced |
| Evelyn Partners Investment Management LLP | 17,830 | $3.59M | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 17,840 | $3.60M | 0.13% | −502−2.7% | Reduced |
| Essex LLC | 18,030 | $3.63M | 0.66% | −605−3.2% | Reduced |
| Beacon Pointe Advisors, LLC | 18,233 | $3.67M | 0.03% | +4,250+30.4% | Added |
| Brentview Investment Management LLC | 18,307 | $3.69M | 1.68% | +604+3.4% | Added |
| Allstate Corp | 18,568 | $3.74M | 0.09% | +18,568 | New |
| Ascent Group, LLC | 18,646 | $3.76M | 0.13% | −1,504−7.5% | Reduced |
| Pensionmark Financial Group, LLC | 18,732 | $3.78M | 0.08% | +10.0% | Added |
| Cyndeo Wealth Partners, LLC | 18,958 | $3.82M | 0.21% | +343+1.8% | Added |
| SRS Capital Advisors, Inc. | 18,993 | $3.83M | 0.06% | +17,756+1,435.4% | Added |
| DRW Securities, LLC | 19,051 | $3.85M | 0.20% | +13,304+231.5% | Added |
| Gamco Investors, Inc. Et Al | 19,347 | $3.90M | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 19,476 | $3.92M | 0.75% | −148−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,563 | $3.94M | 0.19% | +14,657+298.8% | Added |
| Bessemer Group Inc | 19,806 | $3.99M | 0.01% | +996+5.3% | Added |
| Suncoast Equity Management | 19,825 | $4.00M | 0.40% | −257−1.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,853 | $4.00M | 0.08% | −1,459−6.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 19,928 | $4.02M | 0.23% | −400−2.0% | Reduced |
| RBF Capital, LLC | 20,000 | $4.03M | 0.19% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 18,526 | $4.05M | 0.21% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 20,193 | $4.07M | 0.02% | −1,532−7.1% | Reduced |