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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 1,680 | $338.6K | 0.10% | +510+43.6% | Added |
| StoneX Group Inc. | 1,682 | $339.0K | 0.01% | +314+23.0% | Added |
| Citizens Business Bank | 890 | $339.8K | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,685 | $340.0K | 0.02% | −25−1.5% | Reduced |
| PFG Investments, LLC | 1,702 | $343.0K | 0.02% | −52−3.0% | Reduced |
| Investment Partners, Ltd. | 1,704 | $343.3K | 0.12% | +8+0.5% | Added |
| GeoWealth Management, LLC | 1,705 | $343.7K | 0.01% | +125+7.9% | Added |
| Willow Creek Wealth Management Inc. | 1,708 | $344.2K | 0.03% | −146−7.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,710 | $344.6K | 0.01% | +2+0.1% | Added |
| Wealthspire Advisors, LLC | 1,715 | $345.5K | 0.00% | −604−26.0% | Reduced |
| VisionPoint Advisory Group, LLC | 1,715 | $345.6K | 0.07% | −72−4.0% | Reduced |
| MCF Advisors LLC | 1,718 | $346.2K | 0.02% | +12+0.7% | Added |
| Umpqua Bank | 1,699 | $346.3K | 0.10% | −27−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,730 | $348.6K | 0.01% | −163−8.6% | Reduced |
| Boothbay Fund Management, LLC | 1,731 | $348.8K | 0.01% | −2,063−54.4% | Reduced |
| Lockerman Financial Group, Inc. | 1,735 | $349.7K | 0.44% | +117+7.2% | Added |
| Ewa, LLC | 1,738 | $350.3K | 0.10% | −50−2.8% | Reduced |
| Abner Herrman & Brock LLC | 1,750 | $353.0K | 0.04% | +1,750 | New |
| Norris Perne & French LLP | 1,756 | $353.9K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,756 | $353.9K | 0.05% | +1,756 | New |
| Foster Dykema Cabot & Partners, LLC | 1,767 | $356.1K | 0.02% | 00.0% | Unchanged |
| Mayport, LLC | 1,774 | $357.5K | 0.08% | +1+0.1% | Added |
| New Hampshire Trust | 1,778 | $358.3K | 0.07% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,778 | $358.4K | 0.09% | +1+0.1% | Added |
| Dynamic Advisor Solutions LLC | 1,779 | $358.6K | 0.01% | +34+1.9% | Added |
| Financial Management Professionals, Inc. | 1,797 | $362.1K | 0.04% | −44−2.4% | Reduced |
| Private Wealth Asset Management, LLC | 1,798 | $362.4K | 0.04% | +130+7.8% | Added |
| Journey Advisory Group, LLC | 1,800 | $362.8K | 0.03% | +100+5.9% | Added |
| Guardian Wealth Advisors, LLC | 1,809 | $364.6K | 0.02% | −4−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,997 | $365.1K | 0.01% | +214+12.0% | Added |
| LeClair Wealth Partners LLC | 1,820 | $366.8K | 0.23% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,817 | $367.0K | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,821 | $367.0K | 0.02% | −217−10.6% | Reduced |
| Optas, LLC | 1,823 | $367.4K | 0.06% | −175−8.8% | Reduced |
| Opus Capital Group, LLC | 1,824 | $368.0K | 0.04% | −102−5.3% | Reduced |
| AGH Wealth Advisors, LLC | 1,829 | $368.6K | 0.27% | −7−0.4% | Reduced |
| Catalyst Financial Partners LLC | 1,830 | $368.8K | 0.04% | −67−3.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,837 | $370.2K | 0.02% | −148−7.5% | Reduced |
| Capital Performance Advisors LLP | 1,837 | $370.2K | 0.06% | +1,837 | New |
| Gilbert & Cook, Inc. | 1,846 | $372.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,851 | $373.0K | 0.02% | −1,331−41.8% | Reduced |
| Heritage Wealth Management, Inc. | 1,852 | $373.2K | 0.11% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,869 | $376.7K | 0.09% | −1,028−35.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,883 | $379.5K | 0.09% | +1,883 | New |
| FSM Wealth Advisors, LLC | 1,891 | $381.1K | 0.05% | +108+6.1% | Added |
| Jacobi Capital Management LLC | 1,897 | $382.2K | 0.02% | −13−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,902 | $383.3K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,910 | $384.9K | 0.04% | +1,910 | New |
| Modera Wealth Management, LLC | 1,912 | $385.3K | 0.00% | −185−8.8% | Reduced |
| Acima Private Wealth, LLC | 1,917 | $386.3K | 0.12% | +36+1.9% | Added |
| Tower Bridge Advisors | 1,923 | $387.5K | 0.04% | −200−9.4% | Reduced |
| SageView Advisory Group, LLC | 1,928 | $388.7K | 0.01% | +738+62.0% | Added |
| Pine Valley Investments Ltd Liability Co | 1,930 | $388.9K | 0.02% | +139+7.8% | Added |
| Northstar Financial Companies, Inc. | 1,940 | $391.0K | 0.36% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,943 | $391.6K | 0.07% | −242−11.1% | Reduced |
| Gratus Wealth Advisors, LLC | 1,946 | $392.2K | 0.06% | 00.0% | Unchanged |
| CKW Financial Group | 1,952 | $393.0K | 0.04% | +4+0.2% | Added |
| Wallace Capital Management Inc. | 1,960 | $395.0K | 0.05% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 1,938 | $395.0K | 0.19% | +1,938 | New |
| Keel Point, LLC | 1,963 | $395.6K | 0.02% | −479−19.6% | Reduced |
| Terril Brothers, Inc. | 1,999 | $402.9K | 0.12% | +920+85.3% | Added |
| S&CO Inc | 2,000 | $403.0K | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,000 | $403.1K | 0.01% | 00.0% | Unchanged |
| Hutchinson Capital Management | 2,000 | $403.1K | 0.07% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,002 | $403.5K | 0.05% | −284−12.4% | Reduced |
| Stratos Wealth Partners, LTD. | 2,004 | $404.0K | 0.00% | +76+3.9% | Added |
| Nwam LLC | 2,108 | $404.8K | 0.02% | +141+7.2% | Added |
| Cynosure Management, LLC | 2,030 | $409.1K | 0.04% | −21−1.0% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $409.3K | 0.23% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,039 | $410.9K | 0.18% | −3−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,041 | $411.3K | 0.02% | +172+9.2% | Added |
| Stockman Wealth Management, Inc. | 2,045 | $412.1K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,046 | $412.3K | 0.02% | +420+25.8% | Added |
| Talisman Wealth Advisors LLC | 2,048 | $412.8K | 0.34% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,059 | $414.9K | 0.01% | −306−12.9% | Reduced |
| Congress Asset Management Co | 2,087 | $420.6K | 0.00% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,100 | $423.2K | 0.10% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,105 | $424.2K | 0.02% | +382+22.2% | Added |
| Legacy Financial Advisors, Inc. | 2,122 | $427.7K | 0.06% | +90+4.4% | Added |
| Childress Capital Advisors, LLC | 2,127 | $428.7K | 0.08% | +550+34.9% | Added |
| WestHill Financial Advisors, Inc. | 2,132 | $429.7K | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,144 | $432.1K | 0.01% | −2,050−48.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,153 | $433.9K | 0.01% | +10+0.5% | Added |
| Parsons Capital Management Inc | 2,173 | $437.9K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,182 | $439.7K | 0.04% | −630−22.4% | Reduced |
| David R. Rahn & Associates Inc. | 2,207 | $444.8K | 0.11% | +2,207 | New |
| Cornerstone Advisory, LLC | 2,208 | $445.0K | 0.04% | +146+7.1% | Added |
| Blueshift Asset Management, LLC | 2,212 | $445.8K | 0.14% | −36−1.6% | Reduced |
| GAM Holding AG | 2,212 | $445.8K | 0.03% | +2,212 | New |
| Fielder Capital Group LLC | 2,218 | $446.9K | 0.10% | +11+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 2,223 | $448.0K | 0.03% | +64+3.0% | Added |
| Clarkston Capital Partners, LLC | 2,225 | $448.4K | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,233 | $450.0K | 0.12% | −319−12.5% | Reduced |
| Reliant Investment Management, LLC | 2,236 | $450.6K | 0.17% | −175−7.3% | Reduced |
| Intellus Advisors LLC | 2,241 | $451.6K | 0.06% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,263 | $456.0K | 0.22% | −122−5.1% | Reduced |
| Andina Capital Management, LLC | 2,272 | $457.9K | 0.26% | +188+9.0% | Added |
| Alta Advisers Ltd | 2,278 | $459.1K | 0.14% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,284 | $460.3K | 0.19% | +2,091+1,083.4% | Added |
| Gsa Capital Partners LLP | 2,289 | $461.0K | 0.04% | −109−4.5% | Reduced |