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 |
|---|---|---|---|---|---|
| CX Institutional | 39,110 | $7.88M | 0.24% | +3,572+10.1% | Added |
| DuPont Capital Management Corp | 39,154 | $7.89M | 0.82% | −9,917−20.2% | Reduced |
| Illinois Municipal Retirement Fund | 39,257 | $7.91M | 0.10% | +39+0.1% | Added |
| UniSuper Management Pty Ltd | 39,527 | $7.97M | 0.05% | +6,976+21.4% | Added |
| Pacer Advisors, Inc. | 39,595 | $7.98M | 0.02% | −7,477−15.9% | Reduced |
| Martingale Asset Management L P | 39,664 | $7.99M | 0.20% | −42,590−51.8% | Reduced |
| Avanza Fonder AB | 39,722 | $8.01M | 0.21% | +3,623+10.0% | Added |
| Vinva Investment Management Ltd | 41,262 | $8.26M | 0.17% | +14,551+54.5% | Added |
| Northwestern Mutual Wealth Management Co | 41,114 | $8.29M | 0.01% | +2,798+7.3% | Added |
| Sustainable Insight Capital Management, LLC | 41,115 | $8.29M | 2.60% | +21,674+111.5% | Added |
| MML Investors Services, LLC | 41,523 | $8.37M | 0.02% | +1,685+4.2% | Added |
| Stokes Capital Advisors, LLC | 42,591 | $8.58M | 2.00% | +842+2.0% | Added |
| Vontobel Holding Ltd. | 42,599 | $8.58M | 0.03% | −1,993−4.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,312 | $8.73M | 0.25% | +346+0.8% | Added |
| Verition Fund Management LLC | 43,321 | $8.73M | 0.05% | −1,377−3.1% | Reduced |
| Kinsale Capital Group, Inc. | 43,735 | $8.81M | 1.61% | +3,984+10.0% | Added |
| Cornerstone Advisors, LLC | 44,800 | $9.03M | 0.30% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 44,999 | $9.07M | 0.05% | +2,854+6.8% | Added |
| Synergy Financial Management, LLC | 46,118 | $9.29M | 0.34% | +46,118 | New |
| Kempen Capital Management N.V. | 46,134 | $9.30M | 0.08% | −54,499−54.2% | Reduced |
| Engineers Gate Manager LP | 46,223 | $9.32M | 0.11% | −40,968−47.0% | Reduced |
| Blair William & Co | 46,599 | $9.39M | 0.02% | −4,742−9.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 47,072 | $9.49M | 0.99% | +91+0.2% | Added |
| Captrust Financial Advisors | 48,551 | $9.78M | 0.02% | −2,908−5.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 48,605 | $9.80M | 0.15% | −3,003−5.8% | Reduced |
| CIBC Private Wealth Group, LLC | 49,608 | $10.0M | 0.02% | +362+0.7% | Added |
| Candriam Luxembourg S.C.A. | 49,765 | $10.0M | 0.05% | −2,047−4.0% | Reduced |
| Elo Mutual Pension Insurance Co | 49,800 | $10.0M | 0.16% | +1,372+2.8% | Added |
| Andra AP-fonden | 51,110 | $10.3M | 0.13% | +29,500+136.5% | Added |
| MUFG Securities EMEA plc | 51,410 | $10.4M | 0.26% | +49,954+3,430.9% | Added |
| Brinker Capital Investments, LLC | 52,306 | $10.5M | 0.08% | −3,196−5.8% | Reduced |
| King Luther Capital Management Corp | 52,838 | $10.6M | 0.04% | +613+1.2% | Added |
| Mutual of America Capital Management LLC | 53,291 | $10.7M | 0.11% | −3,217−5.7% | Reduced |
| OP Asset Management Ltd | 53,980 | $10.9M | 0.14% | +872+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 54,443 | $11.0M | 0.08% | +6,922+14.6% | Added |
| Union Bancaire Privee, UBP SA | 39,758 | $11.0M | 0.22% | −101,537−71.9% | Reduced |
| Calamos Wealth Management LLC | 54,675 | $11.0M | 0.40% | +979+1.8% | Added |
| Azimuth Capital Investment Management LLC | 55,034 | $11.1M | 0.40% | −1,772−3.1% | Reduced |
| Oregon Public Employees Retirement Fund | 56,227 | $11.3M | 0.15% | +13,684+32.2% | Added |
| Apollon Wealth Management, LLC | 56,695 | $11.4M | 0.20% | −2,399−4.1% | Reduced |
| Generali Asset Management SPA SGR | 56,880 | $11.5M | 0.25% | −1,168−2.0% | Reduced |
| AXA Investment Managers S.A. | 57,137 | $11.5M | 0.03% | +57,137 | New |
| JLB & Associates Inc | 57,516 | $11.6M | 1.52% | +648+1.1% | Added |
| Morningstar Investment Management LLC | 58,435 | $11.8M | 0.43% | +58,435 | New |
| RMB Capital Management, LLC | 59,148 | $11.9M | 0.22% | −11,003−15.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,156 | $11.9M | 2.61% | +1,940+3.4% | Added |
| Wealthfront Advisers LLC | 59,230 | $11.9M | 0.03% | −1,372−2.3% | Reduced |
| JustInvest LLC | 59,589 | $12.0M | 0.12% | −7,851−11.6% | Reduced |
| Entropy Technologies, LP | 60,429 | $12.2M | 0.91% | +60,429 | New |
| Lido Advisors, LLC | 60,533 | $12.2M | 0.05% | +1,420+2.4% | Added |
| First American Bank | 61,146 | $12.3M | 0.77% | +260+0.4% | Added |
| Nissay Asset Management Corp | 61,626 | $12.4M | 0.07% | +630+1.0% | Added |
| Ethic Inc. | 61,873 | $12.5M | 0.21% | −6,606−9.6% | Reduced |
| Bridgewater Associates, LP | 62,067 | $12.5M | 0.05% | +62,067 | New |
| Levin Capital Strategies, L.P. | 62,116 | $12.5M | 1.15% | −631−1.0% | Reduced |
| Harbour Trust & Investment Management Co | 62,156 | $12.5M | 1.29% | −1,028−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 62,367 | $12.6M | 0.05% | −2,151−3.3% | Reduced |
| Jump Financial, LLC | 62,935 | $12.7M | 0.16% | +54,109+613.1% | Added |
| NEOS Investment Management LLC | 62,954 | $12.7M | 0.10% | +20,956+49.9% | Added |
| Callan Family Office, LLC | 63,029 | $12.7M | 0.40% | +842+1.4% | Added |
| Gabelli Funds LLC | 63,200 | $12.7M | 0.09% | −700−1.1% | Reduced |
| Yousif Capital Management, LLC | 63,688 | $12.8M | 0.14% | −3,698−5.5% | Reduced |
| Woodline Partners LP | 64,974 | $13.1M | 0.06% | +64,974 | New |
| Caisse de Depot Et Placement du Quebec | 65,661 | $13.2M | 0.02% | +20,325+44.8% | Added |
| Mercer Global Advisors Inc | 65,698 | $13.2M | 0.02% | +25,841+64.8% | Added |
| Capital International Sarl | 67,496 | $13.6M | 0.24% | +2,137+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 67,878 | $13.7M | 0.29% | +1,416+2.1% | Added |
| Colony Group, LLC | 68,252 | $13.8M | 0.02% | +37,854+124.5% | Added |
| Commonwealth Equity Services, LLC | 69,467 | $14.0M | 0.02% | −25,245−26.7% | Reduced |
| State of Alaska, Department of Revenue | 69,612 | $14.0M | 0.14% | −2,848−3.9% | Reduced |
| Torray LLC | 70,015 | $14.1M | 1.91% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 70,416 | $14.2M | 0.34% | +1,483+2.2% | Added |
| British Columbia Investment Management Corp | 70,891 | $14.3M | 0.08% | −6,639−8.6% | Reduced |
| New York Life Investment Management LLC | 71,725 | $14.5M | 0.13% | −2,055−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 71,862 | $14.5M | 0.09% | +9,793+15.8% | Added |
| Nixon Peabody Trust Co | 72,384 | $14.6M | 1.07% | −787−1.1% | Reduced |
| Brown Advisory Inc | 73,237 | $14.8M | 0.02% | +4,653+6.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,768 | $14.9M | 0.05% | +9,214+14.3% | Added |
| CIBC Bancorp USA Inc. | 74,161 | $14.9M | 0.09% | +74,161 | New |
| Edgestream Partners, L.P. | 75,416 | $15.2M | 0.44% | +38,118+102.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 75,675 | $15.3M | 0.05% | −7,394−8.9% | Reduced |
| Strategic Wealth Designers | 76,036 | $15.3M | 1.29% | +70,411+1,251.8% | Added |
| Bridges Investment Management Inc | 76,196 | $15.4M | 0.20% | +3,177+4.4% | Added |
| Running Oak Capital LLC | 76,926 | $15.5M | 1.74% | +4,484+6.2% | Added |
| Osborne Partners Capital Management, LLC | 77,362 | $15.6M | 0.79% | −198−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 77,667 | $15.7M | 0.06% | +4,899+6.7% | Added |
| Daiwa Securities Group Inc. | 77,730 | $15.7M | 0.05% | +3,207+4.3% | Added |
| Quantbot Technologies LP | 78,065 | $15.7M | 0.43% | −47,752−38.0% | Reduced |
| Washington Trust Bank | 78,388 | $15.8M | 1.16% | +5,875+8.1% | Added |
| Guggenheim Capital LLC | 78,556 | $15.8M | 0.12% | −2,381−2.9% | Reduced |
| L1 Capital International Pty Ltd | 78,829 | $15.9M | 3.32% | +1,482+1.9% | Added |
| Segment Wealth Management, LLC | 78,968 | $15.9M | 0.95% | +932+1.2% | Added |
| Factory Mutual Insurance Co | 79,400 | $16.0M | 0.16% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 79,447 | $16.0M | 0.13% | +4,471+6.0% | Added |
| Neuberger Berman Group LLC | 79,688 | $16.1M | 0.01% | −41,678−34.3% | Reduced |
| Xponance, Inc. | 79,998 | $16.1M | 0.13% | −4,279−5.1% | Reduced |
| Atria Investments LLC | 80,004 | $16.1M | 0.18% | +1,931+2.5% | Added |
| USS Investment Management Ltd | 81,192 | $16.4M | 0.08% | 00.0% | Unchanged |
| Utah Retirement Systems | 81,559 | $16.4M | 0.16% | +349+0.4% | Added |
| Wesleyan Assurance Society | 81,926 | $16.5M | 0.99% | 00.0% | Unchanged |