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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 3,088 | $622.3K | 0.02% | −524−14.5% | Reduced |
| Leonteq Securities AG | 3,088 | $622.3K | 0.03% | +2,161+233.1% | Added |
| Bill Few Associates, Inc. | 3,085 | $621.7K | 0.16% | −50−1.6% | Reduced |
| 44 Wealth Management LLC | 3,082 | $621.1K | 0.21% | +333+12.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,286 | $618.0K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 3,063 | $617.3K | 0.06% | +263+9.4% | Added |
| SOL Capital Management CO | 3,030 | $611.0K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,030 | $610.6K | 0.02% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 3,008 | $606.2K | 0.29% | −1,801−37.5% | Reduced |
| Avalon Trust Co | 2,936 | $591.7K | 0.04% | +222+8.2% | Added |
| RiverFront Investment Group, LLC | 2,929 | $590.3K | 0.01% | +2,929 | New |
| Cadinha & Co LLC | 2,925 | $589.5K | 0.08% | −79,802−96.5% | Reduced |
| Wela Strategies, Inc. | 2,915 | $587.5K | 0.22% | +435+17.5% | Added |
| Moors & Cabot, Inc. | 2,893 | $583.1K | 0.03% | −22−0.8% | Reduced |
| Strid Group, LLC | 2,873 | $579.1K | 0.07% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,860 | $576.4K | 0.31% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 2,843 | $573.0K | 0.51% | +3+0.1% | Added |
| Insigneo Advisory Services, LLC | 2,837 | $571.7K | 0.04% | +1,446+104.0% | Added |
| Sterling Wealth Management, Inc. | 2,817 | $567.7K | 0.17% | −10.0% | Reduced |
| Florida Financial Advisors, LLC | 2,807 | $565.9K | 0.17% | −322−10.3% | Reduced |
| Meritas Wealth Management, LLC | 2,805 | $565.3K | 0.28% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,799 | $564.1K | 0.06% | −1,181−29.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,779 | $560.1K | 0.10% | −647−18.9% | Reduced |
| Dakota Wealth Management | 2,779 | $560.1K | 0.01% | −287−9.4% | Reduced |
| OmniStar Financial Group, Inc. | 2,774 | $559.1K | 0.34% | −3,561−56.2% | Reduced |
| McRae Capital Management Inc | 2,764 | $557.2K | 0.11% | −85−3.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,761 | $556.5K | 0.10% | +38+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 2,758 | $555.8K | 0.13% | +2,758 | New |
| Bryce Point Capital, LLC | 2,730 | $550.2K | 0.67% | +2,730 | New |
| Penserra Capital Management LLC | 2,736 | $550.0K | 0.01% | +30+1.1% | Added |
| Green Harvest Asset Management LLC | 2,725 | $549.1K | 0.01% | −75−2.7% | Reduced |
| Advyzon Investment Management, LLC | 2,710 | $546.1K | 0.09% | +220+8.8% | Added |
| Chesapeake Asset Management LLC | 2,705 | $545.1K | 0.48% | −40−1.5% | Reduced |
| Fulcrum Asset Management LLP | 2,667 | $537.5K | 0.15% | −74−2.7% | Reduced |
| Northstar Advisory Group, LLC | 2,665 | $537.1K | 0.22% | +2,665 | New |
| Csenge Advisory Group | 2,657 | $535.5K | 0.03% | −1,773−40.0% | Reduced |
| Avestar Capital, LLC | 2,653 | $534.7K | 0.04% | −945−26.3% | Reduced |
| Nvest Financial, LLC | 2,649 | $533.9K | 0.31% | +2,649 | New |
| Capital Advisors Inc | 2,649 | $533.8K | 0.01% | −18−0.7% | Reduced |
| Pure Financial Advisors, Inc. | 2,644 | $532.9K | 0.01% | −319−10.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,639 | $531.8K | 0.02% | +2,639 | New |
| GTS Securities LLC | 2,637 | $531.4K | 0.02% | +1,175+80.4% | Added |
| Mayflower Financial Advisors, LLC | 2,628 | $529.7K | 0.07% | +118+4.7% | Added |
| Evergreen Capital Management LLC | 2,622 | $528.4K | 0.01% | +683+35.2% | Added |
| Boston Research & Management Inc | 2,620 | $528.0K | 0.12% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 2,614 | $526.8K | 0.24% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,597 | $523.4K | 0.01% | +2,597 | New |
| C2C Wealth Management, LLC | 2,580 | $519.9K | 0.45% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,550 | $514.0K | 0.07% | −242−8.7% | Reduced |
| Sigma Planning Corp | 2,511 | $506.0K | 0.01% | −18−0.7% | Reduced |
| 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 |
| Element Capital Management LLC | 2,498 | $503.4K | 0.71% | +2,498 | New |
| ARS Investment Partners, LLC | 2,478 | $499.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,475 | $498.8K | 0.02% | 00.0% | Unchanged |
| LGT Group Foundation | 2,473 | $497.8K | 0.01% | 00.0% | Unchanged |
| Groupama Asset Managment | 2,469 | $497.6K | 0.01% | −235−8.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,457 | $495.2K | 0.20% | −10.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,449 | $493.4K | 0.32% | +36+1.5% | Added |
| Penobscot Investment Management Company, Inc. | 2,442 | $492.1K | 0.04% | +250+11.4% | Added |
| Capstone Investment Advisors, LLC | 2,437 | $491.1K | 0.00% | +433+21.6% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $490.9K | 0.31% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,433 | $490.3K | 0.21% | −1,427−37.0% | Reduced |
| Advisors Capital Management, LLC | 2,416 | $487.0K | 0.01% | +165+7.3% | Added |
| Jackson Thornton Asset Management, LLC | 2,358 | $482.8K | 0.05% | +2,358 | New |
| Eastern Bank | 2,395 | $482.7K | 0.01% | +270+12.7% | Added |
| Evernest Financial Advisors, LLC | 2,365 | $476.5K | 0.13% | −145−5.8% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $475.4K | 0.17% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,351 | $473.9K | 0.03% | +933+65.8% | Added |
| Trust Point Inc. | 2,348 | $473.2K | 0.04% | +372+18.8% | Added |
| AdvisorShares Investments LLC | 2,340 | $471.6K | 0.08% | +2,340 | New |
| Jarislowsky, Fraser Ltd | 2,323 | $468.2K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,310 | $465.6K | 0.01% | +500+27.6% | Added |
| IHT Wealth Management, LLC | 2,309 | $465.4K | 0.01% | +58+2.6% | Added |
| L2 Asset Management, LLC | 2,308 | $465.1K | 0.07% | +101+4.6% | Added |
| Ellevest, Inc. | 2,299 | $463.3K | 0.07% | −880−27.7% | Reduced |
| Gsa Capital Partners LLP | 2,289 | $461.0K | 0.04% | −109−4.5% | Reduced |
| Ridgewood Investments LLC | 2,284 | $460.3K | 0.19% | +2,091+1,083.4% | Added |
| Alta Advisers Ltd | 2,278 | $459.1K | 0.14% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 2,272 | $457.9K | 0.26% | +188+9.0% | Added |
| Eads & Heald Wealth Management | 2,263 | $456.0K | 0.22% | −122−5.1% | Reduced |
| Intellus Advisors LLC | 2,241 | $451.6K | 0.06% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,236 | $450.6K | 0.17% | −175−7.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,233 | $450.0K | 0.12% | −319−12.5% | Reduced |
| Clarkston Capital Partners, LLC | 2,225 | $448.4K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,223 | $448.0K | 0.03% | +64+3.0% | Added |
| Fielder Capital Group LLC | 2,218 | $446.9K | 0.10% | +11+0.5% | 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 |
| Cornerstone Advisory, LLC | 2,208 | $445.0K | 0.04% | +146+7.1% | Added |
| David R. Rahn & Associates Inc. | 2,207 | $444.8K | 0.11% | +2,207 | New |
| Aprio Wealth Management, LLC | 2,182 | $439.7K | 0.04% | −630−22.4% | Reduced |
| Parsons Capital Management Inc | 2,173 | $437.9K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,153 | $433.9K | 0.01% | +10+0.5% | Added |
| Foundations Investment Advisors, LLC | 2,144 | $432.1K | 0.01% | −2,050−48.9% | Reduced |
| WestHill Financial Advisors, Inc. | 2,132 | $429.7K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,127 | $428.7K | 0.08% | +550+34.9% | Added |
| Legacy Financial Advisors, Inc. | 2,122 | $427.7K | 0.06% | +90+4.4% | Added |
| Rothschild Investment LLC | 2,105 | $424.2K | 0.02% | +382+22.2% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $423.2K | 0.10% | 00.0% | Unchanged |