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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 4,935 | $994.5K | 0.12% | −30−0.6% | Reduced |
| HM Payson & Co | 4,950 | $997.6K | 0.01% | +4+0.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,965 | $1.00M | 0.11% | +4,965 | New |
| Fullcircle Wealth LLC | 5,557 | $1.00M | 0.35% | +182+3.4% | Added |
| Access Financial Services, Inc. | 4,986 | $1.00M | 0.36% | −2,070−29.3% | Reduced |
| Global Retirement Partners, LLC | 4,987 | $1.01M | 0.02% | +120+2.5% | Added |
| Perbak Capital Partners LLP | 4,996 | $1.01M | 0.18% | +4,996 | New |
| Truefg, LLC | 5,000 | $1.01M | 0.28% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,004 | $1.01M | 0.04% | +22+0.4% | Added |
| Oppenheimer & Co Inc | 5,015 | $1.01M | 0.01% | −918−15.5% | Reduced |
| Integrated Advisors Network LLC | 5,043 | $1.02M | 0.04% | −397−7.3% | Reduced |
| Rakuten Investment Management, Inc. | 2,987 | $1.02M | 0.00% | +2,987 | New |
| SkyView Investment Advisors, LLC | 5,060 | $1.02M | 0.13% | −46−0.9% | Reduced |
| Federated Hermes, Inc. | 5,065 | $1.02M | 0.00% | −8,453−62.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.03M | 0.50% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 5,160 | $1.03M | 0.11% | +126+2.5% | Added |
| Hamilton Point Investment Advisors, LLC | 5,126 | $1.03M | 0.16% | +47+0.9% | Added |
| Broadway Wealth Solutions, Inc. | 5,133 | $1.03M | 0.58% | 00.0% | Unchanged |
| Allworth Financial LP | 5,134 | $1.03M | 0.00% | +481+10.3% | Added |
| Kathmere Capital Management, LLC | 5,188 | $1.05M | 0.07% | −503−8.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,196 | $1.05M | 0.06% | −204−3.8% | Reduced |
| Stephens Inc | 5,221 | $1.05M | 0.01% | +1,289+32.8% | Added |
| Legacy Capital Wealth Partners, LLC | 5,244 | $1.06M | 0.23% | +1,316+33.5% | Added |
| Banco Santander, S.A. | 5,247 | $1.06M | 0.01% | −2,450−31.8% | Reduced |
| Checchi Capital Advisers, LLC | 5,249 | $1.06M | 0.07% | −1,195−18.5% | Reduced |
| Smith, Salley & Associates | 5,284 | $1.06M | 0.05% | +1,947+58.3% | Added |
| Nilsine Partners, LLC | 5,291 | $1.07M | 0.10% | +1,286+32.1% | Added |
| Prosperity Financial Group, Inc. | 5,298 | $1.07M | 0.39% | −571−9.7% | Reduced |
| Integrity Alliance, LLC. | 5,301 | $1.07M | 0.05% | −122−2.2% | Reduced |
| Fiduciary Family Office, LLC | 5,302 | $1.07M | 0.30% | +1,105+26.3% | Added |
| Trexquant Investment LP | 5,452 | $1.10M | 0.01% | −115,124−95.5% | Reduced |
| Valeo Financial Advisors, LLC | 5,473 | $1.10M | 0.03% | −291−5.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,492 | $1.11M | 0.02% | −170−3.0% | Reduced |
| Ironwood Investment Counsel, LLC | 5,496 | $1.11M | 0.16% | −404−6.8% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.11M | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,533 | $1.11M | 0.06% | −5,175−48.3% | Reduced |
| AA Financial Advisors, LLC | 5,549 | $1.12M | 0.22% | +101+1.9% | Added |
| Center For Asset Management LLC | 5,552 | $1.12M | 0.60% | +95+1.7% | Added |
| West Paces Advisors Inc. | 5,554 | $1.12M | 0.22% | +91+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 5,591 | $1.13M | 0.01% | −118−2.1% | Reduced |
| Sagespring Wealth Partners, LLC | 5,595 | $1.13M | 0.02% | −207−3.6% | Reduced |
| Baker Ellis Asset Management LLC | 5,618 | $1.13M | 0.14% | +1,830+48.3% | Added |
| Commerzbank Aktiengesellschaft | 5,659 | $1.14M | 0.02% | −18,800−76.9% | Reduced |
| Trust Asset Management LLC | 5,662 | $1.14M | 0.08% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,690 | $1.15M | 0.01% | −581−9.3% | Reduced |
| Elmwood Wealth Management, Inc. | 5,723 | $1.15M | 0.41% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,745 | $1.16M | 0.31% | −126−2.1% | Reduced |
| Skopos Labs, Inc. | 5,340 | $1.16M | 0.16% | −275−4.9% | Reduced |
| Bridgefront Capital, LLC | 5,763 | $1.16M | 0.34% | +5,763 | New |
| XTX Topco Ltd | 5,814 | $1.17M | 0.06% | +5,814 | New |
| West Family Investments, Inc. | 5,834 | $1.18M | 0.26% | −24−0.4% | Reduced |
| CSM Advisors, LLC | 5,864 | $1.18M | 0.03% | +5,864 | New |
| Verdence Capital Advisors LLC | 6,329 | $1.19M | 0.07% | +4,739+298.1% | Added |
| Parallel Advisors, LLC | 5,899 | $1.19M | 0.02% | −931−13.6% | Reduced |
| LMCG Investments, LLC | 5,928 | $1.19M | 0.07% | −172−2.8% | Reduced |
| Fidelis Capital Partners, LLC | 5,933 | $1.20M | 0.09% | −277−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 6,020 | $1.21M | 0.05% | +137+2.3% | Added |
| Concord Wealth Partners | 6,033 | $1.22M | 0.17% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 6,033 | $1.22M | 0.22% | 00.0% | Unchanged |
| R Squared Ltd | 6,034 | $1.22M | 0.52% | +399+7.1% | Added |
| Chesley Taft & Associates LLC | 6,041 | $1.22M | 0.05% | −79−1.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.22M | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.22M | 0.38% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,067 | $1.22M | 0.47% | +3,919+182.4% | Added |
| We Are One Seven, LLC | 6,076 | $1.22M | 0.03% | +2,275+59.9% | Added |
| Fifth Third Wealth Advisors LLC | 6,100 | $1.23M | 0.05% | −160−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 6,153 | $1.24M | 0.04% | +2,394+63.7% | Added |
| Exchange Bank | 6,164 | $1.24M | 0.86% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 6,208 | $1.25M | 0.60% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,228 | $1.26M | 0.07% | −347−5.3% | Reduced |
| Annandale Capital, LLC | 6,239 | $1.26M | 0.22% | +1,639+35.6% | Added |
| AE Wealth Management LLC | 6,262 | $1.26M | 0.01% | +2,303+58.2% | Added |
| Shell Asset Management Co | 6,290 | $1.27M | 0.13% | −2,287−26.7% | Reduced |
| Douglas Lane & Associates, LLC | 6,360 | $1.28M | 0.02% | −417−6.2% | Reduced |
| Norway Savings Bank | 6,434 | $1.30M | 0.63% | −458−6.6% | Reduced |
| Equitable Trust Co | 6,478 | $1.31M | 0.06% | +6,478 | New |
| United Bank | 6,512 | $1.31M | 0.46% | +185+2.9% | Added |
| Smithfield Trust Co | 6,619 | $1.33M | 0.06% | 00.0% | Unchanged |
| Stance Capital LLC | 6,622 | $1.33M | 0.49% | +637+10.6% | Added |
| Farther Finance Advisors, LLC | 6,653 | $1.34M | 0.02% | +2,354+54.8% | Added |
| Simplicity Wealth,LLC | 6,655 | $1.34M | 0.08% | −6,976−51.2% | Reduced |
| Venture Visionary Partners LLC | 6,708 | $1.35M | 0.05% | +23+0.3% | Added |
| Boyd Watterson Asset Management LLC | 6,711 | $1.35M | 0.40% | +66+1.0% | Added |
| Beverly Hills Private Wealth, LLC | 6,719 | $1.35M | 0.24% | −226−3.3% | Reduced |
| Profund Advisors LLC | 6,727 | $1.36M | 0.04% | +596+9.7% | Added |
| Citizens & Northern Corp | 6,728 | $1.36M | 0.34% | +23+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 6,740 | $1.36M | 0.14% | −663−9.0% | Reduced |
| Dark Forest Capital Management LP | 6,802 | $1.37M | 0.05% | +6,802 | New |
| Bryn Mawr Trust Co | 6,823 | $1.38M | 0.03% | −3,384−33.2% | Reduced |
| US Asset Management LLC | 6,847 | $1.38M | 1.13% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,886 | $1.39M | 0.02% | −1,285−15.7% | Reduced |
| RCS Financial Planning, LLC | 6,903 | $1.39M | 0.62% | −10.0% | Reduced |
| Voleon Capital Management LP | 6,936 | $1.40M | 0.03% | −449−6.1% | Reduced |
| Welch & Forbes LLC | 6,937 | $1.40M | 0.02% | −475−6.4% | Reduced |
| Journey Strategic Wealth LLC | 6,957 | $1.40M | 0.04% | −77−1.1% | Reduced |
| McAdam, LLC | 7,010 | $1.41M | 0.07% | −1,414−16.8% | Reduced |
| Souders Financial Advisors | 7,060 | $1.42M | 0.17% | −458−6.1% | Reduced |
| Gries Financial LLC | 7,066 | $1.42M | 0.23% | +449+6.8% | Added |
| Wedmont Private Capital | 7,003 | $1.43M | 0.05% | −734−9.5% | Reduced |
| S-Bank Fund Management Ltd | 7,202 | $1.45M | 0.19% | −94−1.3% | Reduced |