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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 311 | $62.7K | 0.01% | −152−32.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 312 | $62.9K | 0.00% | +54+20.9% | Added |
| Glen Eagle Advisors, LLC | 313 | $63.1K | 0.01% | +29+10.2% | Added |
| Caldwell Sutter Capital, Inc. | 317 | $63.9K | 0.03% | +17+5.7% | Added |
| Heritage Wealth Advisors | 324 | $65.3K | 0.00% | −13−3.9% | Reduced |
| Quarry LP | 325 | $65.5K | 0.02% | −972−74.9% | Reduced |
| Arlington Trust Co LLC | 327 | $65.9K | 0.01% | −5−1.5% | Reduced |
| Geneos Wealth Management Inc. | 328 | $66.1K | 0.00% | −1,354−80.5% | Reduced |
| Sound Income Strategies, LLC | 323 | $66.6K | 0.00% | −33−9.3% | Reduced |
| Dougherty Wealth Advisers LLC | 334 | $67.3K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 358 | $72.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 369 | $74.4K | 0.03% | −16−4.2% | Reduced |
| Aventura Private Wealth, LLC | 371 | $74.8K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 374 | $75.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 375 | $75.6K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 427 | $77.2K | 0.02% | +4+0.9% | Added |
| DAGCO, Inc. | 383 | $77.3K | 0.02% | +1+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 384 | $77.4K | 0.15% | −6,481−94.4% | Reduced |
| Minot DeBlois Advisors LLC | 400 | $80.6K | 0.07% | −25−5.9% | Reduced |
| Riverview Trust Co | 400 | $80.6K | 0.10% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 405 | $81.6K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 407 | $82.0K | 0.05% | −69−14.5% | Reduced |
| New England Capital Financial Advisors LLC | 408 | $82.1K | 0.03% | +1+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 410 | $82.6K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 412 | $83.0K | 0.03% | +234+131.5% | Added |
| GF Fund Management Co. Ltd. | 415 | $83.6K | 0.00% | −3,186−88.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 420 | $84.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 429 | $86.5K | 0.00% | −50−10.4% | Reduced |
| Employees Retirement System of Texas | 432 | $87.0K | 0.00% | +432 | New |
| Catalyst Capital Advisors LLC | 434 | $87.5K | 0.00% | −19−4.2% | Reduced |
| Salomon & Ludwin, LLC | 442 | $88.9K | 0.01% | +252+132.6% | Added |
| Sachetta, LLC | 444 | $89.4K | 0.03% | −41−8.5% | Reduced |
| Islay Capital Management, LLC | 450 | $90.7K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 453 | $91.3K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 459 | $92.5K | 0.01% | +4+0.9% | Added |
| SBI Securities Co., Ltd. | 460 | $92.7K | 0.00% | −45−8.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 463 | $93.3K | 0.03% | +2+0.4% | Added |
| REAP Financial Group, LLC | 478 | $96.3K | 0.02% | +56+13.3% | Added |
| WPG Advisers, LLC | 496 | $100.0K | 0.08% | −45−8.3% | Reduced |
| True Wealth Design, LLC | 497 | $100.2K | 0.03% | +460+1,243.2% | Added |
| Armstrong Advisory Group, Inc | 529 | $106.6K | 0.01% | −30−5.4% | Reduced |
| Anchor Investment Management, LLC | 529 | $106.6K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 548 | $110.4K | 0.00% | +548 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 561 | $113.0K | 0.19% | −21−3.6% | Reduced |
| Johnson Financial Group, Inc. | 563 | $113.5K | 0.00% | +38+7.2% | Added |
| Washington Trust Advisors, Inc. | 589 | $118.7K | 0.01% | +39+7.1% | Added |
| BNP Paribas | 594 | $119.7K | 0.00% | −40,807−98.6% | Reduced |
| Park Place Capital Corp | 597 | $120.3K | 0.03% | −11−1.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $122.9K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 611 | $123.1K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 615 | $123.9K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 623 | $125.5K | 0.01% | +623 | New |
| Quent Capital, LLC | 625 | $125.9K | 0.01% | +625 | New |
| Bayforest Capital Ltd | 688 | $138.7K | 0.07% | +688 | New |
| Hemington Wealth Management | 690 | $139.0K | 0.02% | −68−9.0% | Reduced |
| Cohen & Steers, Inc. | 700 | $141.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 700 | $141.1K | 0.02% | −546−43.8% | Reduced |
| Lavaca Capital LLC | 700 | $141.1K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 700 | $141.1K | 0.03% | +79+12.7% | Added |
| Bruce G. Allen Investments, LLC | 739 | $148.9K | 0.11% | +88+13.5% | Added |
| Ameritas Advisory Services, LLC | 762 | $153.5K | 0.01% | +22+3.0% | Added |
| Caitong International Asset Management Co., Ltd | 763 | $153.8K | 0.11% | +465+156.0% | Added |
| Walleye Capital LLC | 764 | $154.0K | 0.00% | −3,630−82.6% | Reduced |
| Clayton Financial Group LLC | 791 | $159.4K | 0.12% | +791 | New |
| Independence Bank of Kentucky | 796 | $160.4K | 0.02% | +65+8.9% | Added |
| Sava Infond d.o.o. | 800 | $161.2K | 0.02% | −800−50.0% | Reduced |
| Painted Porch Advisors LLC | 814 | $164.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 840 | $169.3K | 0.03% | +45+5.7% | Added |
| Osterweis Capital Management Inc | 841 | $169.5K | 0.01% | −86−9.3% | Reduced |
| Clear Street Markets LLC | 847 | $170.7K | 0.06% | +515+155.1% | Added |
| First Horizon Corp | 896 | $180.6K | 0.01% | +896 | New |
| CVA Family Office, LLC | 966 | $194.7K | 0.03% | −223−18.8% | Reduced |
| Bogart Wealth, LLC | 970 | $195.5K | 0.01% | +16+1.7% | Added |
| Ancora Advisors, LLC | 974 | $196.3K | 0.00% | −89−8.4% | Reduced |
| McLean Asset Management Corp | 994 | $200.2K | 0.04% | −33−3.2% | Reduced |
| Atala Financial Inc | 1,291 | $200.3K | 0.13% | −911−41.4% | Reduced |
| Chicago Trust Co NA | 996 | $200.7K | 0.03% | +7+0.7% | Added |
| NBC Securities, Inc. | 998 | $201.1K | 0.02% | −34−3.3% | Reduced |
| Unique Wealth, LLC | 998 | $201.1K | 0.03% | −266−21.0% | Reduced |
| Portside Wealth Group, LLC | 1,000 | $201.5K | 0.03% | −301−23.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,000 | $201.5K | 0.02% | −18−1.8% | Reduced |
| Cypress Capital Group | 1,000 | $201.5K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,000 | $201.5K | 0.02% | +66+7.1% | Added |
| Carlson Capital L P | 1,000 | $201.5K | 0.11% | +1,000 | New |
| Patton Fund Management, Inc. | 1,004 | $202.3K | 0.04% | 00.0% | Unchanged |
| Alpha Family Trust | 1,005 | $202.5K | 0.09% | −540−35.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,006 | $202.7K | 0.09% | −24−2.3% | Reduced |
| Traub Capital Management LLC | 1,007 | $202.9K | 0.20% | +1,007 | New |
| R. W. Roge & Company, Inc. | 1,009 | $203.0K | 0.10% | +9+0.9% | Added |
| Michael B. Yongue | 1,008 | $203.1K | 0.14% | +52+5.4% | Added |
| Sym Financial Corp | 1,009 | $203.3K | 0.02% | +1,009 | New |
| Members Advisory Group LLC | 1,010 | $203.5K | 0.07% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,010 | $203.5K | 0.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,010 | $203.5K | 0.03% | +1,010 | New |
| Buck Wealth Strategies, LLC | 1,010 | $203.5K | 0.03% | +1,010 | New |
| Associated Banc-Corp | 1,011 | $203.7K | 0.01% | +1,011 | New |
| Members Wealth LLC | 1,014 | $204.1K | 0.13% | +1,014 | New |
| Fiduciary Wealth Partners, LLC | 1,015 | $204.6K | 0.09% | +1,015 | New |
| Seven Mile Advisory | 1,016 | $204.7K | 0.03% | +1,016 | New |
| Valmark Advisers, Inc. | 1,017 | $205.0K | 0.00% | +1,017 | New |