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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 3,462 | $697.8K | 0.01% | −204−5.6% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $705.4K | 0.11% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,503 | $705.9K | 0.13% | +517+17.3% | Added |
| Essex Financial Services, Inc. | 3,574 | $720.3K | 0.04% | −2,874−44.6% | Reduced |
| Vista Investment Partners LLC | 3,600 | $725.5K | 0.20% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,601 | $725.8K | 0.11% | +382+11.9% | Added |
| Contravisory Investment Management, Inc. | 3,603 | $726.1K | 0.14% | −28−0.8% | Reduced |
| Nicolet Bankshares Inc | 3,605 | $726.5K | 0.12% | −107−2.9% | Reduced |
| Atomi Financial Group, Inc. | 3,610 | $727.6K | 0.02% | +410+12.8% | Added |
| Westpac Banking Corp | 3,614 | $728.3K | 0.05% | 00.0% | Unchanged |
| David Loasby | 3,587 | $731.2K | 0.06% | +666+22.8% | Added |
| Legacy Wealth Asset Management, LLC | 3,631 | $731.8K | 0.18% | −1,680−31.6% | Reduced |
| Advance Capital Management, Inc. | 3,638 | $733.2K | 0.03% | −768−17.4% | Reduced |
| Empower Advisory Group, LLC | 3,639 | $733.4K | 0.00% | −58−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,640 | $733.5K | 0.09% | −165−4.3% | Reduced |
| Ashton Thomas Securities, LLC | 3,663 | $736.0K | 0.10% | +63+1.8% | Added |
| Manchester Capital Management LLC | 3,657 | $737.0K | 0.10% | −1,214−24.9% | Reduced |
| Weiss Asset Management LP | 3,658 | $737.2K | 0.01% | +3,658 | New |
| Shira Ridge Wealth Management | 3,669 | $739.4K | 0.31% | +3+0.1% | Added |
| Pallas Capital Advisors LLC | 3,679 | $741.4K | 0.03% | +1,294+54.3% | Added |
| Qtron Investments LLC | 3,706 | $746.9K | 0.09% | −5,164−58.2% | Reduced |
| Allred Capital Management, LLC | 3,710 | $747.8K | 0.26% | −31−0.8% | Reduced |
| Aaron Wealth Advisors | 3,718 | $749.3K | 0.05% | +498+15.5% | Added |
| Net Worth Advisory Group | 3,756 | $757.0K | 0.22% | −88−2.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,761 | $758.0K | 0.13% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,763 | $758.4K | 0.02% | +387+11.5% | Added |
| Sage Mountain Advisors LLC | 3,773 | $760.4K | 0.04% | −576−13.2% | Reduced |
| Level Four Advisory Services, LLC | 3,783 | $762.5K | 0.03% | +301+8.6% | Added |
| Equitable Holdings, Inc. | 3,786 | $763.0K | 0.01% | +291+8.3% | Added |
| Howard Capital Management Inc. | 3,793 | $764.4K | 0.01% | +104+2.8% | Added |
| Matauro, LLC | 3,808 | $767.4K | 0.12% | −930−19.6% | Reduced |
| Aries Wealth Management | 3,833 | $772.5K | 0.18% | −4−0.1% | Reduced |
| SWMG, LLC | 4,114 | $773.8K | 0.23% | +1,064+34.9% | Added |
| Legacy Advisors, LLC | 3,851 | $776.1K | 0.10% | +3,851 | New |
| Parisi Gray Wealth Management | 3,882 | $782.3K | 0.20% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 3,912 | $788.4K | 0.14% | +2,060+111.2% | Added |
| AMG National Trust Bank | 3,919 | $789.8K | 0.02% | −146−3.6% | Reduced |
| Caldwell Trust Co | 3,927 | $791.4K | 0.07% | +311+8.6% | Added |
| Kondo Wealth Advisors, Inc. | 3,931 | $792.2K | 0.32% | −44−1.1% | Reduced |
| Essex Investment Management Co LLC | 3,933 | $792.6K | 0.12% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,938 | $793.6K | 0.06% | −153−3.7% | Reduced |
| VeraBank, N.A. | 3,945 | $795.0K | 0.15% | −200−4.8% | Reduced |
| SFMG, LLC | 3,951 | $796.2K | 0.06% | −10.0% | Reduced |
| Novem Group | 3,952 | $796.5K | 0.09% | +187+5.0% | Added |
| James Hambro & Partners | 3,953 | $796.6K | 0.03% | +1,627+69.9% | Added |
| Mma Asset Management LLC | 4,013 | $808.7K | 0.27% | +113+2.9% | Added |
| Wingate Wealth Advisors, Inc. | 4,040 | $814.2K | 0.56% | +18+0.4% | Added |
| Armis Advisers, LLC | 4,487 | $821.2K | 0.08% | −393−8.1% | Reduced |
| Bayesian Capital Management, LP | 4,100 | $826.3K | 0.17% | +4,100 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,127 | $831.7K | 0.06% | −933−18.4% | Reduced |
| Mutual Advisors, LLC | 4,425 | $832.2K | 0.02% | +738+20.0% | Added |
| Integrated Wealth Concepts LLC | 4,148 | $836.0K | 0.01% | +968+30.4% | Added |
| PUREfi Wealth, LLC | 4,155 | $837.4K | 0.64% | +249+6.4% | Added |
| Massmutual Trust Co FSB | 4,160 | $838.4K | 0.02% | +43+1.0% | Added |
| Mattern Capital Management, LLC | 4,164 | $839.2K | 0.10% | +862+26.1% | Added |
| PDS Planning, Inc | 4,171 | $840.7K | 0.06% | −518−11.0% | Reduced |
| GM Advisory Group, Inc. | 4,178 | $842.0K | 0.04% | −36−0.9% | Reduced |
| Marshall Financial Group LLC | 4,231 | $852.7K | 0.17% | +287+7.3% | Added |
| KG&L Capital Management,LLC | 4,239 | $854.3K | 0.23% | +4,239 | New |
| LGT Fund Management Co Ltd. | 4,264 | $858.3K | 0.07% | +710+20.0% | Added |
| Forum Financial Management, LP | 4,278 | $862.1K | 0.01% | +686+19.1% | Added |
| Western Wealth Management, LLC | 4,291 | $864.8K | 0.05% | −85−1.9% | Reduced |
| Trust Co of Toledo NA | 4,296 | $865.8K | 0.09% | −87−2.0% | Reduced |
| Cito Capital Group, LLC | 4,300 | $867.0K | 0.25% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 4,313 | $869.1K | 0.59% | −24−0.6% | Reduced |
| Longfellow Investment Management Co LLC | 4,378 | $882.3K | 0.21% | +4,361+25,652.9% | Added |
| Connecticut Wealth Management, LLC | 4,385 | $883.7K | 0.04% | −164−3.6% | Reduced |
| BAM Wealth Management, LLC | 4,428 | $892.4K | 0.69% | +4,428 | New |
| Pitcairn Co | 4,435 | $893.8K | 0.07% | −5,806−56.7% | Reduced |
| Sowell Financial Services LLC | 4,473 | $901.4K | 0.03% | −195−4.2% | Reduced |
| Rossby Financial, LCC | 4,489 | $903.6K | 0.30% | +340+8.2% | Added |
| TBH Global Asset Management, LLC | 4,491 | $905.1K | 0.18% | +990+28.3% | Added |
| AlphaCore Capital LLC | 4,494 | $905.7K | 0.03% | −617−12.1% | Reduced |
| D.A. Davidson & Co. | 4,514 | $909.8K | 0.01% | +54+1.2% | Added |
| Midwest Trust Co | 4,517 | $910.3K | 0.01% | +501+12.5% | Added |
| Boltwood Capital Management | 4,527 | $912.3K | 0.24% | −40−0.9% | Reduced |
| Bridgewater Advisors Inc. | 5,194 | $915.8K | 0.06% | +45+0.9% | Added |
| Venturi Wealth Management, LLC | 4,606 | $928.3K | 0.04% | −2,637−36.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,607 | $928.4K | 0.05% | +913+24.7% | Added |
| Charter Trust Co | 4,621 | $931.3K | 0.06% | −282−5.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,645 | $936.0K | 0.17% | +89+2.0% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $936.1K | 0.37% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,651 | $937.3K | 0.01% | +635+15.8% | Added |
| Atlantic Union Bankshares Corp | 4,672 | $941.5K | 0.02% | +314+7.2% | Added |
| Cascade Financial Partners, LLC | 4,676 | $942.3K | 0.11% | 00.0% | Unchanged |
| Beck Bode, LLC | 4,689 | $945.0K | 0.15% | −13−0.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $948.4K | 0.16% | 00.0% | Unchanged |
| First National Trust Co | 4,711 | $949.4K | 0.03% | −2,504−34.7% | Reduced |
| Fjell Capital, LLC | 4,755 | $958.3K | 0.84% | +76+1.6% | Added |
| Cigna Investments Inc | 4,764 | $960.0K | 0.14% | −90−1.9% | Reduced |
| Independent Advisor Alliance | 4,776 | $962.6K | 0.03% | −133−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,783 | $964.0K | 0.40% | +870+22.2% | Added |
| Diversify Advisory Services, LLC | 5,457 | $966.6K | 0.03% | −939−14.7% | Reduced |
| Canandaigua National Bank & Trust Co | 4,838 | $975.0K | 0.09% | −4−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,848 | $976.9K | 0.03% | −168−3.3% | Reduced |
| Parsonex Advisory Services, Inc. | 4,874 | $982.3K | 0.67% | +39+0.8% | Added |
| WBI Investments | 4,882 | $983.8K | 0.25% | +4,882 | New |
| Texas Capital Bank Wealth Management Services Inc | 4,886 | $984.7K | 0.08% | +215+4.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,915 | $990.6K | 0.07% | +298+6.5% | Added |
| Chilton Investment Co LLC | 4,934 | $994.3K | 0.02% | +1,694+52.3% | Added |