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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 56 | $11.3K | 0.00% | −20−26.3% | Reduced |
| Wealth Watch Advisors, INC | 60 | $12.1K | 0.00% | +60 | New |
| Pflug Koory, LLC | 61 | $12.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 61 | $12.3K | 0.00% | +57+1,425.0% | Added |
| Perritt Capital Management Inc | 61 | $12.3K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $12.5K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 65 | $13.1K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 70 | $14.0K | 0.01% | +70 | New |
| Abound Wealth Management | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 71 | $14.3K | 0.01% | +1+1.4% | Added |
| 1248 Management, LLC | 72 | $14.5K | 0.01% | −4,372−98.4% | Reduced |
| GHP Investment Advisors, Inc. | 72 | $14.5K | 0.00% | −4−5.3% | Reduced |
| Stephenson National Bank & Trust | 74 | $14.9K | 0.00% | +3+4.2% | Added |
| CBIZ Investment Advisory Services, LLC | 75 | $15.1K | 0.00% | +30+66.7% | Added |
| North Capital, Inc. | 76 | $15.3K | 0.01% | +1+1.3% | Added |
| Mascoma Wealth Management LLC | 78 | $15.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 82 | $16.0K | 0.00% | +17+26.2% | Added |
| Crewe Advisors LLC | 80 | $16.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 82 | $16.5K | 0.00% | +69+530.8% | Added |
| Boreal Capital Management LLC | 83 | $16.7K | 0.01% | +47+130.6% | Added |
| Oakworth Capital, Inc. | 85 | $17.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 88 | $17.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 88 | $17.7K | 0.00% | +88 | New |
| Moisand Fitzgerald Tamayo, LLC | 89 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 93 | $18.0K | 0.01% | −6−6.1% | Reduced |
| DT Investment Partners, LLC | 90 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 90 | $18.1K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 90 | $18.1K | 0.01% | +19+26.8% | Added |
| High Note Wealth, LLC | 91 | $18.3K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 91 | $18.3K | 0.00% | +91 | New |
| Westfuller Advisors, LLC | 94 | $18.9K | 0.01% | +94 | New |
| WealthCollab, LLC | 95 | $19.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $20.2K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $20.2K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 102 | $20.6K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 104 | $21.0K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 106 | $21.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 109 | $22.0K | 0.01% | −2−1.8% | Reduced |
| Key Financial Inc | 111 | $22.3K | 0.00% | +5+4.7% | Added |
| Tortoise Investment Management, LLC | 112 | $22.6K | 0.00% | −188−62.7% | Reduced |
| Meeder Asset Management Inc | 113 | $22.8K | 0.00% | −214−65.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 122 | $24.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 122 | $24.6K | 0.01% | +122 | New |
| LRI Investments, LLC | 125 | $25.2K | 0.00% | −129−50.8% | Reduced |
| Piscataqua Savings Bank | 129 | $26.0K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 130 | $26.2K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 132 | $26.6K | 0.01% | −7−5.0% | Reduced |
| Solstein Capital, LLC | 135 | $27.2K | 0.01% | −40−22.9% | Reduced |
| Kerr Financial Planning Corp | 150 | $27.4K | 0.04% | +150 | New |
| Golden State Wealth Management, LLC | 146 | $29.5K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 148 | $29.8K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 151 | $30.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 154 | $31.0K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 157 | $31.7K | 0.02% | +157 | New |
| TruNorth Capital Management, LLC | 158 | $31.8K | 0.01% | +158 | New |
| Dogwood Wealth Management LLC | 159 | $32.0K | 0.01% | −1,695−91.4% | Reduced |
| JFS Wealth Advisors, LLC | 163 | $32.9K | 0.00% | +3+1.9% | Added |
| Canton Hathaway, LLC | 164 | $33.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 167 | $33.6K | 0.00% | +1+0.6% | Added |
| Capital Analysts, LLC | 171 | $34.0K | 0.00% | +1+0.6% | Added |
| JPL Wealth Management, LLC | 173 | $34.9K | 0.01% | +173 | New |
| Clear Investment Research, LLC | 173 | $35.1K | 0.05% | +34+24.5% | Added |
| Frazier Financial Advisors, LLC | 181 | $36.5K | 0.02% | −1−0.5% | Reduced |
| FSA Wealth Management LLC | 182 | $36.7K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 183 | $36.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 182 | $37.0K | 0.00% | −50−21.6% | Reduced |
| First Pacific Financial | 188 | $37.9K | 0.01% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 192 | $38.7K | 0.01% | −4−2.0% | Reduced |
| Albion Financial Group | 192 | $38.7K | 0.00% | +12+6.7% | Added |
| Clean Yield Group | 193 | $38.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 200 | $40.2K | 0.01% | −6−2.9% | Reduced |
| Bangor Savings Bank | 206 | $41.5K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 209 | $42.1K | 0.00% | +4+2.0% | Added |
| Hanson & Doremus Investment Management | 214 | $43.0K | 0.01% | +51+31.3% | Added |
| First United Bank Trust | 216 | $43.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 228 | $46.0K | 0.03% | −11−4.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 231 | $46.5K | 0.00% | +229+11,450.0% | Added |
| Nemes Rush Group LLC | 235 | $47.3K | 0.00% | +1+0.4% | Added |
| GW&K Investment Management, LLC | 240 | $48.0K | 0.00% | −38−13.7% | Reduced |
| Westside Investment Management, Inc. | 248 | $49.9K | 0.01% | +109+78.4% | Added |
| Tompkins Financial Corp | 249 | $50.2K | 0.00% | −253−50.4% | Reduced |
| Addison Advisors LLC | 251 | $50.6K | 0.01% | −130−34.1% | Reduced |
| Fortitude Family Office, LLC | 253 | $51.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 255 | $51.4K | 0.00% | −46−15.3% | Reduced |
| ZRC Wealth Management, LLC | 258 | $51.9K | 0.02% | +21+8.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 264 | $53.2K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 269 | $54.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 304 | $54.2K | 0.01% | +9+3.1% | Added |
| UMA Financial Services, Inc. | 275 | $55.4K | 0.01% | +2+0.7% | Added |
| Motco | 284 | $57.2K | 0.01% | −114−28.6% | Reduced |
| Perkins Coie Trust Co | 286 | $57.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 288 | $58.0K | 0.02% | +7+2.5% | Added |
| Trifecta Capital Advisors, LLC | 289 | $58.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 289 | $58.3K | 0.02% | −2−0.7% | Reduced |
| Webster Bank, N. A. | 297 | $59.9K | 0.01% | −31−9.5% | Reduced |
| General Partner, Inc. | 298 | $60.1K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 300 | $60.5K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 301 | $60.7K | 0.00% | −141−31.9% | Reduced |
| S&T Bank | 305 | $61.5K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $62.0K | 0.03% | 00.0% | Unchanged |