Skip to main content
Livermore
Livermore
ZHEN

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
MV Capital Management, Inc.1,020$205.6K0.02%−19−1.8%Reduced
Sapient Capital LLC1,031$206.4K0.00%−15−1.4%Reduced
First Affirmative Financial Network1,026$206.7K0.10%−243−19.1%Reduced
BayBridge Capital Group, LLC1,033$208.2K0.13%00.0%Unchanged
Ofi Invest Asset Management1,219$209.1K0.00%+729+148.8%Added
Fundamentun, LLC1,037$209.2K0.01%−175−14.4%Reduced
Pinnacle Financial Partners Inc1,045$210.6K0.01%+1,045New
Pines Wealth Management, LLC1,051$211.8K0.07%−65−5.8%Reduced
AdvisorNet Financial, Inc1,053$212.2K0.01%+203+23.9%Added
Interchange Capital Partners, LLC1,053$212.2K0.04%+1,053New
Founders Financial Alliance, LLC1,055$212.7K0.04%+1,055New
Advisory Alpha, LLC1,066$212.8K0.01%+7+0.7%Added
Horizon Bancorp Inc1,059$213.0K0.10%+369+53.5%Added
McGlone Suttner Wealth Management, Inc.1,058$213.2K0.03%+4+0.4%Added
Modern Wealth Management, LLC1,059$213.3K0.00%−216−16.9%Reduced
Obermeyer Wood Investment Counsel, LLLP1,059$213.4K0.01%00.0%Unchanged
Sunflower Bank, N.A.1,062$214.0K0.05%−138−11.5%Reduced
Riversedge Advisors, LLC1,065$214.6K0.04%+1,065New
Cambria Investment Management, L.P.1,067$215.0K0.01%+1,067New
Naples Global Advisors, LLC1,068$215.2K0.02%+1,068New
Wealth Management Associates, Inc.1,082$218.1K0.08%00.0%Unchanged
Paradigm Asset Management Co LLC1,100$221.7K0.05%00.0%Unchanged
Catalyst Funds Management Pty Ltd1,100$221.7K0.03%+1,100New
Independent Solutions Wealth Management, LLC1,105$222.7K0.04%+1,105New
Beirne Wealth Consulting Services, LLC1,106$223.3K0.05%+1,106New
Group One Trading, L.P.1,108$223.3K0.01%+1,108New
Asset Allocation & Management Company, LLC1,111$224.0K0.09%−589−34.6%Reduced
Claro Advisors LLC1,112$224.1K0.03%+1,112New
Red Door Wealth Management, LLC1,113$224.3K0.02%−4,543−80.3%Reduced
Ninety One SA (PTY) Ltd1,119$225.5K0.01%−2,039−64.6%Reduced
Goldstein Advisors, LLC1,120$225.7K0.03%+1,120New
Koshinski Asset Management, Inc.1,121$225.8K0.02%−850−43.1%Reduced
Resources Management Corp1,125$227.0K0.03%00.0%Unchanged
Schulz Wealth, LTD.1,135$228.7K0.15%00.0%Unchanged
Alteri Wealth LLC1,139$229.5K0.08%−28−2.4%Reduced
Aureus Asset Management, LLC1,141$229.9K0.01%+48+4.4%Added
Arete Wealth Advisors, LLC1,148$230.0K0.01%+145+14.5%Added
Maridea Wealth Management LLC1,220$231.7K0.04%+1,220New
Thomasville National Bank1,153$232.4K0.01%+1,153New
TownSquare Capital, LLC1,157$233.2K0.04%−854−42.5%Reduced
Five Oceans Advisors1,162$234.2K0.09%−104−8.2%Reduced
Woodward Diversified Capital, LLC1,167$235.2K0.11%+19+1.7%Added
Ariston Services Group1,168$235.4K0.14%00.0%Unchanged
Benchmark Financial Wealth Advisors, LLC1,172$236.3K0.07%−47−3.9%Reduced
Avidian Wealth Solutions, LLC1,177$237.1K0.01%−16−1.3%Reduced
Tyche Wealth Partners LLC1,177$237.1K0.04%−14−1.2%Reduced
Verus Capital Partners, LLC1,178$237.4K0.02%−132−10.1%Reduced
Paragon Private Wealth Management, LLC1,178$237.5K0.08%+1,178New
Advisors Preferred, LLC1,183$238.1K0.04%−502−29.8%Reduced
Northside Capital Management, LLC1,185$238.8K0.02%00.0%Unchanged
Grove Bank & Trust1,185$238.8K0.03%00.0%Unchanged
Two Sigma Securities, LLC1,186$239.0K0.04%−6,908−85.3%Reduced
Westover Capital Advisors, LLC1,186$239.0K0.04%−691−36.8%Reduced
Great Valley Advisor Group, Inc.1,188$239.1K0.00%−63−5.0%Reduced
Principal Street Partners, LLC1,189$239.7K0.04%−1,153−49.2%Reduced
BIP Wealth, LLC1,199$241.6K0.01%+1,199New
Pathway Financial Advisors LLC1,200$241.8K0.03%00.0%Unchanged
Granite FO LLC1,200$241.8K0.13%00.0%Unchanged
Duncan Williams Asset Management, LLC1,202$242.3K0.07%+1+0.1%Added
Busey Wealth Management1,205$242.8K0.01%+20+1.7%Added
United Advisor Group, LLC1,206$243.0K0.03%+261+27.6%Added
Dempze Nancy E1,210$243.9K0.13%00.0%Unchanged
Resonant Capital Advisors, LLC1,217$245.3K0.01%−421−25.7%Reduced
New Age Alpha Advisors, LLC1,217$245.3K0.01%00.0%Unchanged
Baron Wealth Management LLC1,223$246.5K0.08%+1,223New
Flagship Harbor Advisors, LLC1,226$247.2K0.01%+64+5.5%Added
Ballast, Inc.1,230$247.9K0.06%00.0%Unchanged
Braun-Bostich & Associates Inc.1,232$248.3K0.16%+38+3.2%Added
First Nebraska Trust Co1,245$250.9K0.02%+39+3.2%Added
Court Place Advisors, LLC1,248$251.5K0.08%00.0%Unchanged
Amplius Wealth Advisors, LLC1,249$251.7K0.02%−1,386−52.6%Reduced
Kinloch Capital, LLC1,252$252.3K0.11%−420−25.1%Reduced
Twin Focus Capital Partners, LLC1,253$252.6K0.03%00.0%Unchanged
YHB Investment Advisors, Inc.1,256$253.1K0.02%00.0%Unchanged
Cornerstone Wealth Group, LLC1,258$253.6K0.02%−30−2.3%Reduced
Cahaba Wealth Management, Inc.1,261$254.1K0.02%−231−15.5%Reduced
New England Professional Planning Group Inc.1,261$254.1K0.12%00.0%Unchanged
Veracity Capital LLC1,264$254.7K0.08%−312−19.8%Reduced
Stratos Wealth Advisors, LLC1,267$255.4K0.01%−495−28.1%Reduced
Parthenon LLC1,269$255.7K0.03%00.0%Unchanged
Kingswood Wealth Advisors, LLC1,269$255.7K0.02%+1,269New
Trust Co of Vermont1,273$256.5K0.01%00.0%Unchanged
Nichols & Pratt Advisers LLP1,277$257.4K0.02%00.0%Unchanged
Strategic Wealth Partners, Ltd.1,280$258.0K0.02%−1,190−48.2%Reduced
Vestor Capital, LLC1,282$258.0K0.02%−1,658−56.4%Reduced
Sterling Group Wealth Management, LLC1,302$262.4K0.13%00.0%Unchanged
PharVision Advisers, LLC1,307$263.4K0.15%+1,307New
Lion Street Advisors, LLC1,584$264.2K0.09%+1,584New
MQS Management LLC1,313$264.6K0.15%+338+34.7%Added
Rossmore Private Capital1,313$264.6K0.03%00.0%Unchanged
Outlook Wealth Advisors, LLC1,315$265.0K0.07%+1,315New
Gerber Kawasaki Wealth & Investment Management1,316$265.3K0.01%+27+2.1%Added
Trueblood Wealth Management, LLC1,317$265.4K0.10%+3+0.2%Added
FourThought Financial Partners, LLC1,319$265.8K0.02%−80−5.7%Reduced
Principle Wealth Partners LLC1,321$266.2K0.02%−90−6.4%Reduced
HCR Wealth Advisors1,334$266.2K0.03%−4−0.3%Reduced
Hollencrest Capital Management1,322$266.4K0.01%00.0%Unchanged
Stevens Capital Management LP1,326$267.0K0.04%+1,326New
Millstone Evans Group, LLC1,325$267.0K0.17%00.0%Unchanged
Signature Estate & Investment Advisors LLC1,326$267.3K0.01%−31−2.3%Reduced