Skip to main content

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
G&S Capital LLC0$00.00%−11,456−100.0%Sold out
Peak Financial Advisors LLC0$00.00%−10,934−100.0%Sold out
TKG Advisors, LLC0$00.00%−10,695−100.0%Sold out
Nebula Research & Development LLC0$00.00%−9,651−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−8,018−100.0%Sold out
Matrix Trust Co0$00.00%−7,654−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−6,841−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−6,569−100.0%Sold out
Edgemoor Investment Advisors, Inc.0$00.00%−6,472−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−6,319−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−6,215−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−5,882−100.0%Sold out
Twin Tree Management, LP0$00.00%−4,984−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,820−100.0%Sold out
Opes Wealth Management LLC0$00.00%−3,688−100.0%Sold out
ICONIQ Capital, LLC0$00.00%−3,308−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−2,994−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−2,824−100.0%Sold out
Financial Advocates Investment Management0$00.00%−2,561−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−2,434−100.0%Sold out
Geneva Partners, LLC0$00.00%−2,412−100.0%Sold out
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund0$00.00%−2,400−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−2,340−100.0%Sold out
Brookstone Capital Management0$00.00%−2,204−100.0%Sold out
BTS Asset Management, Inc.0$00.00%−2,164−100.0%Sold out
RDA Financial Network0$00.00%−1,999−100.0%Sold out
Kanawha Capital Management LLC0$00.00%−1,982−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−1,868−100.0%Sold out
Corient IA LLC0$00.00%−1,860−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−1,802−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−1,796−100.0%Sold out
Angeles Wealth Management, LLC0$00.00%−1,783−100.0%Sold out
ASB Consultores, LLC0$00.00%−1,675−100.0%Sold out
Scientech Research LLC0$00.00%−1,667−100.0%Sold out
Optimize Financial Inc0$00.00%−1,563−100.0%Sold out
SCS Capital Management LLC0$00.00%−1,505−100.0%Sold out
Nations Financial Group Inc,0$00.00%−1,498−100.0%Sold out
Quartz Partners, LLC0$00.00%−1,476−100.0%Sold out
Prossimo Advisors, LLC0$00.00%−1,470−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−1,421−100.0%Sold out
Rothschild Capital Partners, LLC0$00.00%−1,380−100.0%Sold out
WealthBridge Capital Management, LLC0$00.00%−1,301−100.0%Sold out
Credit Capital Investments LLC0$00.00%−1,300−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−1,262−100.0%Sold out
Victrix Investment Advisors0$00.00%−1,258−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−1,244−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−1,238−100.0%Sold out
Smart Money Group LLC0$00.00%−1,232−100.0%Sold out
OneAscent Investment Solutions LLC0$00.00%−1,212−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,201−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,177−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−1,172−100.0%Sold out
Moss Adams Wealth Advisors LLC0$00.00%−1,158−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,152−100.0%Sold out
Richard P Slaughter Associates Inc0$00.00%−1,141−100.0%Sold out
Avantax Planning Partners, Inc.0$00.00%−1,102−100.0%Sold out
German American Bancorp, Inc.0$00.00%−1,073−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−1,064−100.0%Sold out
Alpha Financial Partners, LLC0$00.00%−1,056−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−1,046−100.0%Sold out
HMS Capital Management, LLC0$00.00%−1,043−100.0%Sold out
eCIO, Inc.0$00.00%−1,043−100.0%Sold out
Roundview Capital LLC0$00.00%−1,037−100.0%Sold out
Longboard Asset Management, LP0$00.00%−1,028−100.0%Sold out
Means Investment Co., Inc.0$00.00%−1,020−100.0%Sold out
Destination Wealth Management0$00.00%−1,010−100.0%Sold out
MONECO Advisors, LLC0$00.00%−1,009−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−1,005−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−1,002−100.0%Sold out
One Capital Management, LLC0$00.00%−999−100.0%Sold out
Topsail Wealth Management, LLC0$00.00%−998−100.0%Sold out
Investment Advisory Services Inc0$00.00%−993−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−992−100.0%Sold out
Patron Partners Advisors, LLC0$00.00%−990−100.0%Sold out
Diversified Enterprises, LLC0$00.00%−990−100.0%Sold out
Nordwand Advisors, LLC0$00.00%−987−100.0%Sold out
Klingman & Associates, LLC0$00.00%−984−100.0%Sold out
Meadow Creek Wealth Advisors LLC0$00.00%−976−100.0%Sold out
Appleton Partners Inc0$00.00%−975−100.0%Sold out
Plancorp, LLC0$00.00%−971−100.0%Sold out
Norden Group LLC0$00.00%−971−100.0%Sold out
Fiduciary Planning LLC0$00.00%−965−100.0%Sold out
Haverford Trust Co0$00.00%−961−100.0%Sold out
Austin Private Wealth, LLC0$00.00%−950−100.0%Sold out
Bank of Nova Scotia Trust Co0$00.00%−949−100.0%Sold out
OneAscent Family Office, LLC0$00.00%−946−100.0%Sold out
Heritage Investment Group, Inc.0$00.00%−941−100.0%Sold out
Alternative Investment Advisors, LLC.0$00.00%−935−100.0%Sold out
Kelly Financial Services LLC0$00.00%−935−100.0%Sold out
Palumbo Wealth Management LLC0$00.00%−934−100.0%Sold out
KC Investment Advisors, LLC0$00.00%−928−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−928−100.0%Sold out
Oxinas Partners Wealth Management LLC0$00.00%−915−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−875−100.0%Sold out
Chilton Capital Management LLC0$00.00%−815−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−694−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−508−100.0%Sold out
State of Wyoming0$00.00%−506−100.0%Sold out
Maseco LLP0$00.00%−485−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−469−100.0%Sold out