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 |
|---|---|---|---|---|---|
| Central Trust Co | 1,332 | $268.4K | 0.01% | −49−3.5% | Reduced |
| Blalock Williams, LLC | 1,336 | $269.2K | 0.24% | +76+6.0% | Added |
| Farmers & Merchants Investments Inc | 1,337 | $269.4K | 0.01% | −1−0.1% | Reduced |
| Essential Partners LLC | 1,337 | $269.5K | 0.09% | +1,107+481.3% | Added |
| Onefund, LLC | 1,339 | $269.8K | 0.17% | +47+3.6% | Added |
| RFG Advisory, LLC | 1,340 | $270.0K | 0.01% | −35−2.5% | Reduced |
| Proficio Capital Partners LLC | 1,344 | $270.9K | 0.02% | −1,940−59.1% | Reduced |
| Drive Wealth Management, LLC | 1,348 | $271.6K | 0.06% | −171−11.3% | Reduced |
| Diligent Investors, LLC | 1,350 | $272.1K | 0.07% | −75−5.3% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $272.1K | 0.01% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,352 | $272.5K | 0.03% | −6,239−82.2% | Reduced |
| Lewis Asset Management, LLC | 1,352 | $272.5K | 0.11% | +1,352 | New |
| Mairs & Power Inc | 1,356 | $273.3K | 0.00% | −18−1.3% | Reduced |
| Wedbush Securities Inc | 1,362 | $274.0K | 0.01% | −299−18.0% | Reduced |
| Legacy Advisory Services, LLC | 1,362 | $274.4K | 0.21% | +6+0.4% | Added |
| Bank of New Hampshire | 1,370 | $276.1K | 0.06% | −65−4.5% | Reduced |
| Acorn Creek Capital LLC | 1,371 | $276.3K | 0.10% | −46−3.2% | Reduced |
| Clear Creek Financial Management, LLC | 1,377 | $277.5K | 0.02% | +211+18.1% | Added |
| Mills Wealth Advisors LLC | 1,378 | $277.7K | 0.11% | +1,378 | New |
| Robertson Stephens Wealth Management, LLC | 1,379 | $277.9K | 0.01% | +143+11.6% | Added |
| Financial Advisory Service, Inc. | 1,389 | $279.8K | 0.02% | +3+0.2% | Added |
| Cromwell Holdings LLC | 1,390 | $280.1K | 0.15% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,392 | $280.5K | 0.14% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,395 | $281.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,395 | $281.1K | 0.01% | −430−23.6% | Reduced |
| Polymer Capital Management (HK) LTD | 1,398 | $281.7K | 0.04% | +1,398 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,400 | $282.0K | 0.14% | −1,100−44.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,400 | $282.1K | 0.06% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 1,431 | $282.8K | 0.01% | +1,431 | New |
| Breakwater Capital Group | 1,408 | $283.8K | 0.04% | −6−0.4% | Reduced |
| ORG Wealth Partners, LLC | 1,409 | $284.0K | 0.06% | +40+2.9% | Added |
| Essex Savings Bank | 1,420 | $286.2K | 0.06% | −42−2.9% | Reduced |
| Main Line Retirement Advisors, LLC | 1,420 | $286.2K | 0.15% | +1+0.1% | Added |
| Everett Harris & Co | 1,423 | $286.8K | 0.00% | +6+0.4% | Added |
| Synergy Investment Management, LLC | 1,426 | $287.4K | 0.11% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,432 | $288.6K | 0.01% | −422−22.8% | Reduced |
| Sax Wealth Advisors, LLC | 1,432 | $288.7K | 0.02% | −61−4.1% | Reduced |
| Bolthouse Investments, LLC | 1,436 | $289.4K | 0.26% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,438 | $289.8K | 0.02% | −500−25.8% | Reduced |
| St Germain D J Co Inc | 1,439 | $290.0K | 0.01% | −108−7.0% | Reduced |
| 111 Capital | 1,446 | $291.4K | 0.06% | −1,960−57.5% | Reduced |
| Fayez Sarofim & Co | 1,450 | $292.2K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,415 | $292.8K | 0.10% | −451−24.2% | Reduced |
| TigerOak Management, L.L.C. | 1,460 | $294.2K | 0.09% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,461 | $294.4K | 0.01% | −783−34.9% | Reduced |
| Headlands Technologies LLC | 1,465 | $295.2K | 0.02% | +1,331+993.3% | Added |
| Great Lakes Advisors, LLC | 1,467 | $295.6K | 0.00% | −217−12.9% | Reduced |
| Daymark Wealth Partners, LLC | 1,470 | $296.3K | 0.01% | −244−14.2% | Reduced |
| PFS Partners, LLC | 1,470 | $296.3K | 0.14% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,473 | $296.9K | 0.12% | +420+39.9% | Added |
| National Asset Management, Inc. | 1,482 | $298.6K | 0.01% | −736−33.2% | Reduced |
| Colonial Trust Co | 1,482 | $298.6K | 0.04% | −8−0.5% | Reduced |
| Axq Capital, LP | 1,483 | $298.9K | 0.11% | −1,859−55.6% | Reduced |
| Drucker Wealth 3.0, LLC | 1,483 | $299.0K | 0.05% | +135+10.0% | Added |
| Oak Thistle LLC | 1,490 | $300.3K | 0.05% | −12,767−89.5% | Reduced |
| Natural Investments, LLC | 1,498 | $301.0K | 0.07% | +1,498 | New |
| Yoffe Investment Management, LLC | 1,500 | $302.3K | 0.39% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 1,500 | $302.3K | 0.00% | +530+54.6% | Added |
| Prestige Wealth Management Group LLC | 1,503 | $303.0K | 0.06% | +17+1.1% | Added |
| IFC Advisors LLC | 1,504 | $303.1K | 0.06% | −943−38.5% | Reduced |
| VestGen Advisors, LLC | 1,517 | $305.7K | 0.01% | +204+15.5% | Added |
| Davis R M Inc | 1,518 | $305.9K | 0.01% | −100−6.2% | Reduced |
| iA Global Asset Management Inc. | 1,520 | $306.0K | 0.00% | −180−10.6% | Reduced |
| SlateStone Wealth, LLC | 1,518 | $306.0K | 0.03% | +2+0.1% | Added |
| Ignite Planners, LLC | 1,519 | $306.1K | 0.05% | +79+5.5% | Added |
| Johnson & White Wealth Management, LLC | 1,520 | $306.3K | 0.14% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,497 | $307.0K | 0.20% | −62−4.0% | Reduced |
| Capital Wealth Planning, LLC | 1,530 | $308.3K | 0.00% | +130+9.3% | Added |
| Stiles Financial Services Inc | 1,533 | $309.0K | 0.10% | +3+0.2% | Added |
| Bailard, Inc. | 1,539 | $310.2K | 0.01% | +9+0.6% | Added |
| Wesbanco Bank Inc | 1,540 | $310.4K | 0.01% | +363+30.8% | Added |
| Deseret Mutual Benefit Administrators | 1,548 | $312.0K | 0.13% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,566 | $316.0K | 0.04% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,572 | $316.8K | 0.00% | −4,791−75.3% | Reduced |
| Carret Asset Management, LLC | 1,580 | $318.4K | 0.03% | 00.0% | Unchanged |
| Capital Management Corp | 1,580 | $318.4K | 0.05% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,580 | $318.4K | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 1,585 | $319.4K | 0.01% | +202+14.6% | Added |
| Litman Gregory Asset Management LLC | 1,589 | $320.2K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 1,592 | $320.8K | 0.04% | +497+45.4% | Added |
| TCI Wealth Advisors, Inc. | 1,595 | $321.4K | 0.02% | +6+0.4% | Added |
| Fisher Asset Management, LLC | 1,597 | $322.0K | 0.00% | −121−7.0% | Reduced |
| Rehmann Capital Advisory Group | 1,598 | $322.2K | 0.02% | −25−1.5% | Reduced |
| Genesis Private Wealth, LLC | 1,606 | $323.7K | 0.14% | +295+22.5% | Added |
| Everpar Advisors LLC | 1,607 | $323.9K | 0.13% | −533−24.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,607 | $324.0K | 0.12% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $324.3K | 0.16% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,610 | $324.5K | 0.11% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,617 | $325.9K | 0.08% | +1,617 | New |
| Continuum Advisory, LLC | 1,629 | $328.3K | 0.03% | −2,576−61.3% | Reduced |
| Bellwether Advisors, LLC | 1,633 | $329.1K | 0.05% | +20+1.2% | Added |
| Main Street Financial Solutions, LLC | 1,634 | $329.3K | 0.02% | +659+67.6% | Added |
| Middleton & Co Inc | 1,635 | $329.5K | 0.04% | +1,635 | New |
| SeaCrest Wealth Management, LLC | 1,610 | $329.6K | 0.03% | −103−6.0% | Reduced |
| RVW Wealth, LLC | 1,644 | $331.3K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,647 | $332.0K | 0.03% | −84−4.9% | Reduced |
| TFR Capital, LLC. | 1,651 | $332.7K | 0.11% | −206−11.1% | Reduced |
| Mather Group, LLC. | 1,661 | $334.7K | 0.00% | −470−22.1% | Reduced |
| TFB Advisors LLC | 1,624 | $336.2K | 0.10% | −966−37.3% | Reduced |
| Meridian Wealth Advisors, LLC | 1,679 | $338.4K | 0.05% | +29+1.8% | Added |