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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 2,299 | $463.3K | 0.07% | −880−27.7% | Reduced |
| L2 Asset Management, LLC | 2,308 | $465.1K | 0.07% | +101+4.6% | Added |
| IHT Wealth Management, LLC | 2,309 | $465.4K | 0.01% | +58+2.6% | Added |
| Evoke Wealth, LLC | 2,310 | $465.6K | 0.01% | +500+27.6% | Added |
| Jarislowsky, Fraser Ltd | 2,323 | $468.2K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,340 | $471.6K | 0.08% | +2,340 | New |
| Trust Point Inc. | 2,348 | $473.2K | 0.04% | +372+18.8% | Added |
| Soltis Investment Advisors LLC | 2,351 | $473.9K | 0.03% | +933+65.8% | Added |
| Powell Investment Advisors, LLC | 2,359 | $475.4K | 0.17% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,365 | $476.5K | 0.13% | −145−5.8% | Reduced |
| Eastern Bank | 2,395 | $482.7K | 0.01% | +270+12.7% | Added |
| Jackson Thornton Asset Management, LLC | 2,358 | $482.8K | 0.05% | +2,358 | New |
| Advisors Capital Management, LLC | 2,416 | $487.0K | 0.01% | +165+7.3% | Added |
| Genesee Capital Advisors, LLC | 2,433 | $490.3K | 0.21% | −1,427−37.0% | Reduced |
| Aberdeen Wealth Management LLC | 2,436 | $490.9K | 0.31% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,437 | $491.1K | 0.00% | +433+21.6% | Added |
| Penobscot Investment Management Company, Inc. | 2,442 | $492.1K | 0.04% | +250+11.4% | Added |
| Patrick M Sweeney & Associates, Inc | 2,449 | $493.4K | 0.32% | +36+1.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 2,457 | $495.2K | 0.20% | −10.0% | Reduced |
| Groupama Asset Managment | 2,469 | $497.6K | 0.01% | −235−8.7% | Reduced |
| LGT Group Foundation | 2,473 | $497.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,475 | $498.8K | 0.02% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,478 | $499.4K | 0.03% | 00.0% | Unchanged |
| Element Capital Management LLC | 2,498 | $503.4K | 0.71% | +2,498 | New |
| Warther Private Wealth, LLC | 2,500 | $503.8K | 0.12% | −150−5.7% | Reduced |
| Broderick Brian C | 2,500 | $503.8K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,511 | $506.0K | 0.01% | −18−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 2,550 | $514.0K | 0.07% | −242−8.7% | Reduced |
| C2C Wealth Management, LLC | 2,580 | $519.9K | 0.45% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,597 | $523.4K | 0.01% | +2,597 | New |
| Fogel Capital Management, Inc. | 2,614 | $526.8K | 0.24% | 00.0% | Unchanged |
| Boston Research & Management Inc | 2,620 | $528.0K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,622 | $528.4K | 0.01% | +683+35.2% | Added |
| Mayflower Financial Advisors, LLC | 2,628 | $529.7K | 0.07% | +118+4.7% | Added |
| GTS Securities LLC | 2,637 | $531.4K | 0.02% | +1,175+80.4% | Added |
| Meiji Yasuda Life Insurance Co | 2,639 | $531.8K | 0.02% | +2,639 | New |
| Pure Financial Advisors, Inc. | 2,644 | $532.9K | 0.01% | −319−10.8% | Reduced |
| Capital Advisors Inc | 2,649 | $533.8K | 0.01% | −18−0.7% | Reduced |
| Nvest Financial, LLC | 2,649 | $533.9K | 0.31% | +2,649 | New |
| Avestar Capital, LLC | 2,653 | $534.7K | 0.04% | −945−26.3% | Reduced |
| Csenge Advisory Group | 2,657 | $535.5K | 0.03% | −1,773−40.0% | Reduced |
| Northstar Advisory Group, LLC | 2,665 | $537.1K | 0.22% | +2,665 | New |
| Fulcrum Asset Management LLP | 2,667 | $537.5K | 0.15% | −74−2.7% | Reduced |
| Chesapeake Asset Management LLC | 2,705 | $545.1K | 0.48% | −40−1.5% | Reduced |
| Advyzon Investment Management, LLC | 2,710 | $546.1K | 0.09% | +220+8.8% | Added |
| Green Harvest Asset Management LLC | 2,725 | $549.1K | 0.01% | −75−2.7% | Reduced |
| Penserra Capital Management LLC | 2,736 | $550.0K | 0.01% | +30+1.1% | Added |
| Bryce Point Capital, LLC | 2,730 | $550.2K | 0.67% | +2,730 | New |
| Baker Tilly Wealth Management, LLC | 2,758 | $555.8K | 0.13% | +2,758 | New |
| SOA Wealth Advisors, LLC. | 2,761 | $556.5K | 0.10% | +38+1.4% | Added |
| McRae Capital Management Inc | 2,764 | $557.2K | 0.11% | −85−3.0% | Reduced |
| OmniStar Financial Group, Inc. | 2,774 | $559.1K | 0.34% | −3,561−56.2% | Reduced |
| Dakota Wealth Management | 2,779 | $560.1K | 0.01% | −287−9.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,779 | $560.1K | 0.10% | −647−18.9% | Reduced |
| Paradigm Financial Partners, LLC | 2,799 | $564.1K | 0.06% | −1,181−29.7% | Reduced |
| Meritas Wealth Management, LLC | 2,805 | $565.3K | 0.28% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,807 | $565.9K | 0.17% | −322−10.3% | Reduced |
| Sterling Wealth Management, Inc. | 2,817 | $567.7K | 0.17% | −10.0% | Reduced |
| Insigneo Advisory Services, LLC | 2,837 | $571.7K | 0.04% | +1,446+104.0% | Added |
| Archvest Wealth Advisors, Inc. | 2,843 | $573.0K | 0.51% | +3+0.1% | Added |
| Kearns & Associates LLC | 2,860 | $576.4K | 0.31% | 00.0% | Unchanged |
| Strid Group, LLC | 2,873 | $579.1K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,893 | $583.1K | 0.03% | −22−0.8% | Reduced |
| Wela Strategies, Inc. | 2,915 | $587.5K | 0.22% | +435+17.5% | Added |
| Cadinha & Co LLC | 2,925 | $589.5K | 0.08% | −79,802−96.5% | Reduced |
| RiverFront Investment Group, LLC | 2,929 | $590.3K | 0.01% | +2,929 | New |
| Avalon Trust Co | 2,936 | $591.7K | 0.04% | +222+8.2% | Added |
| Regency Capital Management Inc. | 3,008 | $606.2K | 0.29% | −1,801−37.5% | Reduced |
| North Star Asset Management Inc | 3,030 | $610.6K | 0.02% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,030 | $611.0K | 0.05% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 3,063 | $617.3K | 0.06% | +263+9.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,286 | $618.0K | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,082 | $621.1K | 0.21% | +333+12.1% | Added |
| Bill Few Associates, Inc. | 3,085 | $621.7K | 0.16% | −50−1.6% | Reduced |
| Leonteq Securities AG | 3,088 | $622.3K | 0.03% | +2,161+233.1% | Added |
| CWA Asset Management Group, LLC | 3,088 | $622.3K | 0.02% | −524−14.5% | Reduced |
| White Pine Investment CO | 3,093 | $623.0K | 0.15% | −148−4.6% | Reduced |
| Vicus Capital | 3,092 | $623.0K | 0.05% | +43+1.4% | Added |
| Coign Capital Advisors LLC | 3,102 | $625.1K | 0.34% | +333+12.0% | Added |
| Frank, Rimerman Advisors LLC | 3,137 | $632.2K | 0.04% | −258−7.6% | Reduced |
| Missouri Trust & Investment Co | 3,140 | $632.8K | 0.19% | −115−3.5% | Reduced |
| Defined Wealth Management, LLC | 3,147 | $634.2K | 0.37% | −55−1.7% | Reduced |
| Rodgers Brothers Inc. | 3,150 | $634.8K | 0.08% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,165 | $637.8K | 0.07% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,182 | $641.2K | 0.10% | +391+14.0% | Added |
| Duncker Streett & Co Inc | 3,200 | $644.9K | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,204 | $645.6K | 0.07% | +217+7.3% | Added |
| Permanent Capital Management, LP | 3,220 | $648.9K | 0.12% | +3,220 | New |
| Gateway Investment Advisers LLC | 3,222 | $649.3K | 0.01% | +96+3.1% | Added |
| Parvin Asset Management, LLC | 3,230 | $650.9K | 0.58% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,239 | $652.8K | 0.15% | +14+0.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $653.8K | 0.07% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 3,256 | $656.2K | 0.29% | −65−2.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,259 | $656.8K | 0.01% | −45−1.4% | Reduced |
| Fulton Bank, N.A. | 3,270 | $659.0K | 0.02% | −125−3.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $671.8K | 0.03% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,375 | $680.2K | 0.19% | −104−3.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,339 | $680.6K | 0.02% | +1,446+76.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,402 | $685.6K | 0.06% | +1,313+62.9% | Added |
| Strategic Blueprint, LLC | 3,453 | $695.9K | 0.03% | +33+1.0% | Added |