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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 20,347 | $4.10M | 1.05% | +1,902+10.3% | Added |
| Conning Inc. | 20,462 | $4.12M | 0.14% | +1,438+7.6% | Added |
| Agf Management Ltd | 20,516 | $4.13M | 0.02% | +2,072+11.2% | Added |
| Vident Advisory, LLC | 20,578 | $4.15M | 0.04% | +90+0.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,596 | $4.15M | 1.45% | +1,642+8.7% | Added |
| JB Capital LLC | 20,742 | $4.18M | 0.18% | +20,742 | New |
| E. Ohman J:or Asset Management AB | 20,837 | $4.20M | 0.10% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 21,022 | $4.21M | 0.04% | +1,694+8.8% | Added |
| AIA Group Ltd | 20,902 | $4.21M | 0.07% | −1,585−7.0% | Reduced |
| Phoenix Holdings Ltd. | 20,921 | $4.22M | 0.05% | −22,362−51.7% | Reduced |
| Larson Financial Group LLC | 21,297 | $4.29M | 0.15% | +2,699+14.5% | Added |
| Mogy Joel R Investment Counsel Inc | 21,298 | $4.29M | 0.24% | −725−3.3% | Reduced |
| Occidental Asset Management, LLC | 21,606 | $4.35M | 0.55% | +831+4.0% | Added |
| Sciencast Management LP | 22,044 | $4.44M | 0.83% | +3,956+21.9% | Added |
| Capital Planning Advisors, LLC | 22,089 | $4.45M | 0.61% | −5,611−20.3% | Reduced |
| New Mexico Educational Retirement Board | 22,241 | $4.48M | 0.14% | −700−3.1% | Reduced |
| Keybank National Association | 22,254 | $4.48M | 0.02% | −155−0.7% | Reduced |
| BNC Wealth Management, LLC | 22,283 | $4.49M | 1.13% | −120−0.5% | Reduced |
| Burling Wealth Partners, LLC | 22,334 | $4.50M | 0.75% | +548+2.5% | Added |
| Merit Financial Group, LLC | 22,536 | $4.54M | 0.04% | +1,398+6.6% | Added |
| Moneta Group Investment Advisors LLC | 22,538 | $4.54M | 0.04% | +967+4.5% | Added |
| QRG Capital Management, Inc. | 22,801 | $4.60M | 0.06% | −18,916−45.3% | Reduced |
| NBT Bank N A | 23,099 | $4.62M | 0.30% | −723−3.0% | Reduced |
| Exchange Traded Concepts, LLC | 22,966 | $4.63M | 0.04% | +7,625+49.7% | Added |
| ING Groep NV | 23,022 | $4.64M | 0.03% | −808−3.4% | Reduced |
| Cary Street Partners Financial LLC | 23,038 | $4.64M | 0.12% | −1,043−4.3% | Reduced |
| Diversified Trust Co | 23,076 | $4.65M | 0.09% | −1,130−4.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 23,107 | $4.66M | 0.79% | +7,000+43.5% | Added |
| Exencial Wealth Advisors, LLC | 23,584 | $4.75M | 0.15% | +514+2.2% | Added |
| Securian Asset Management, Inc | 23,743 | $4.78M | 0.13% | −2,064−8.0% | Reduced |
| Commerce Bank | 23,846 | $4.81M | 0.03% | −133−0.6% | Reduced |
| Lighthouse Investment Partners, LLC | 24,245 | $4.89M | 0.18% | +24,245 | New |
| Stonegate Investment Group, LLC | 24,250 | $4.89M | 0.11% | +154+0.6% | Added |
| Harrington Investments, INC | 24,376 | $4.91M | 2.45% | −175−0.7% | Reduced |
| Zions Bancorporation, National Association | 24,537 | $4.94M | 0.24% | −7,926−24.4% | Reduced |
| Maryland State Retirement & Pension System | 24,609 | $4.96M | 0.10% | +621+2.6% | Added |
| Gulf International Bank (UK) Ltd | 24,654 | $4.97M | 0.16% | −456−1.8% | Reduced |
| Bonness Enterprises Inc | 25,300 | $5.10M | 1.67% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,604 | $5.16M | 0.04% | +3,906+18.0% | Added |
| Capital International Ltd | 25,645 | $5.17M | 0.19% | +781+3.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 25,670 | $5.17M | 0.38% | −220−0.8% | Reduced |
| Aviso Financial Inc. | 25,714 | $5.18M | 0.21% | −839−3.2% | Reduced |
| Louisiana State Employees Retirement System | 25,800 | $5.20M | 0.09% | −200−0.8% | Reduced |
| FineMark National Bank & Trust | 25,866 | $5.21M | 0.17% | −487−1.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 25,958 | $5.23M | 1.16% | +8,938+52.5% | Added |
| Mount Yale Investment Advisors, LLC | 26,010 | $5.24M | 0.37% | +1,205+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,187 | $5.28M | 0.05% | −17,014−39.4% | Reduced |
| Norinchukin Bank, The | 26,371 | $5.31M | 0.07% | +544+2.1% | Added |
| Umb Bank N A | 26,546 | $5.35M | 0.08% | −19,132−41.9% | Reduced |
| Horizon Investments, LLC | 27,345 | $5.49M | 0.07% | +10,237+59.8% | Added |
| M&G Plc | 27,571 | $5.57M | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 27,727 | $5.59M | 0.23% | +4,537+19.6% | Added |
| Boston Private Wealth LLC | 27,737 | $5.59M | 0.30% | −3,608−11.5% | Reduced |
| Benjamin Edwards Inc | 27,875 | $5.62M | 0.06% | +4,511+19.3% | Added |
| Crossmark Global Holdings, Inc. | 27,984 | $5.64M | 0.08% | −3,437−10.9% | Reduced |
| Parcion Private Wealth LLC | 28,030 | $5.65M | 0.35% | +138+0.5% | Added |
| Empowered Funds, LLC | 28,044 | $5.65M | 0.06% | +14,920+113.7% | Added |
| Erste Asset Management GmbH | 28,366 | $5.68M | 0.05% | −400,026−93.4% | Reduced |
| Hantz Financial Services, Inc. | 28,394 | $5.72M | 0.09% | +14,684+107.1% | Added |
| Synovus Financial Corp | 28,597 | $5.76M | 0.07% | +282+1.0% | Added |
| Snowden Capital Advisors LLC | 28,725 | $5.79M | 0.16% | +488+1.7% | Added |
| Ieq Capital, LLC | 28,770 | $5.80M | 0.02% | +6,150+27.2% | Added |
| Hartford Investment Management Co | 28,889 | $5.82M | 0.18% | −873−2.9% | Reduced |
| First Manhattan Co | 29,079 | $5.86M | 0.02% | +911+3.2% | Added |
| Metis Global Partners, LLC | 29,264 | $5.90M | 0.14% | −1,423−4.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 29,800 | $6.01M | 0.05% | +29,800 | New |
| Achmea Investment Management B.V. | 29,967 | $6.04M | 0.08% | +1,217+4.2% | Added |
| Advisors Asset Management, Inc. | 30,078 | $6.06M | 0.10% | +4,106+15.8% | Added |
| M&T Bank Corp | 30,665 | $6.18M | 0.02% | −8,564−21.8% | Reduced |
| Kentucky Retirement Systems | 30,987 | $6.24M | 0.17% | −615−1.9% | Reduced |
| Tower View Investment Management & Research LLC | 31,053 | $6.26M | 3.24% | +345+1.1% | Added |
| Brevan Howard Capital Management LP | 31,508 | $6.35M | 0.09% | −14,107−30.9% | Reduced |
| Intech Investment Management LLC | 32,533 | $6.56M | 0.06% | −19,871−37.9% | Reduced |
| Oak Ridge Investments LLC | 32,841 | $6.62M | 0.43% | −160.0% | Reduced |
| Auxier Asset Management | 33,615 | $6.77M | 0.95% | −149−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 33,685 | $6.79M | 0.10% | −50,317−59.9% | Reduced |
| Investment Management Corp of Ontario | 33,742 | $6.80M | 0.10% | +11,030+48.6% | Added |
| Aurdan Capital Management, LLC | 34,108 | $6.87M | 2.19% | −3,962−10.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 34,468 | $6.95M | 1.76% | −304−0.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 34,783 | $6.96M | 0.31% | +19,004+120.4% | Added |
| Lathrop Investment Management Corp | 34,815 | $7.02M | 1.29% | −648−1.8% | Reduced |
| Los Angeles Capital Management LLC | 34,874 | $7.03M | 0.02% | +1,599+4.8% | Added |
| Bleakley Financial Group, LLC | 35,028 | $7.06M | 0.16% | +737+2.1% | Added |
| Man Group plc | 36,503 | $7.36M | 0.01% | −71,067−66.1% | Reduced |
| CWM, LLC | 36,505 | $7.36M | 0.02% | +13,840+61.1% | Added |
| Bell Asset Management Ltd | 36,561 | $7.37M | 2.01% | −1,234−3.3% | Reduced |
| Mizuho Securities USA LLC | 35,807 | $7.37M | 0.15% | +1,753+5.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 43,000 | $7.38M | 0.97% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 36,877 | $7.43M | 2.46% | −56−0.2% | Reduced |
| Numerai GP LLC | 37,220 | $7.50M | 1.06% | +33,729+966.2% | Added |
| Marks Group Wealth Management, Inc | 37,237 | $7.50M | 0.70% | −742−2.0% | Reduced |
| Huntington National Bank | 37,369 | $7.53M | 0.05% | −1,644−4.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 37,477 | $7.55M | 1.76% | +5,206+16.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 37,696 | $7.60M | 0.10% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 37,938 | $7.65M | 0.97% | −353−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 38,717 | $7.80M | 0.43% | +2,953+8.3% | Added |
| GWM Advisors LLC | 39,013 | $7.86M | 0.04% | +7,316+23.1% | Added |
| Builder Investment Group Inc | 39,106 | $7.88M | 1.77% | 00.0% | Unchanged |
| Vestcor Inc | 39,110 | $7.88M | 0.24% | −72−0.2% | Reduced |