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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 2,087 | $420.6K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,059 | $414.9K | 0.01% | −306−12.9% | Reduced |
| Talisman Wealth Advisors LLC | 2,048 | $412.8K | 0.34% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,046 | $412.3K | 0.02% | +420+25.8% | Added |
| Stockman Wealth Management, Inc. | 2,045 | $412.1K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,041 | $411.3K | 0.02% | +172+9.2% | Added |
| Kessler Investment Group, LLC | 2,039 | $410.9K | 0.18% | −3−0.1% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $409.3K | 0.23% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,030 | $409.1K | 0.04% | −21−1.0% | Reduced |
| Nwam LLC | 2,108 | $404.8K | 0.02% | +141+7.2% | Added |
| Stratos Wealth Partners, LTD. | 2,004 | $404.0K | 0.00% | +76+3.9% | Added |
| D'Orazio & Associates, Inc. | 2,002 | $403.5K | 0.05% | −284−12.4% | Reduced |
| 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 |
| S&CO Inc | 2,000 | $403.0K | 0.02% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 1,999 | $402.9K | 0.12% | +920+85.3% | Added |
| Keel Point, LLC | 1,963 | $395.6K | 0.02% | −479−19.6% | Reduced |
| GEM Asset Management, LLC | 1,938 | $395.0K | 0.19% | +1,938 | New |
| Wallace Capital Management Inc. | 1,960 | $395.0K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 1,952 | $393.0K | 0.04% | +4+0.2% | Added |
| Gratus Wealth Advisors, LLC | 1,946 | $392.2K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,943 | $391.6K | 0.07% | −242−11.1% | Reduced |
| Northstar Financial Companies, Inc. | 1,940 | $391.0K | 0.36% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,930 | $388.9K | 0.02% | +139+7.8% | Added |
| SageView Advisory Group, LLC | 1,928 | $388.7K | 0.01% | +738+62.0% | Added |
| Tower Bridge Advisors | 1,923 | $387.5K | 0.04% | −200−9.4% | Reduced |
| Acima Private Wealth, LLC | 1,917 | $386.3K | 0.12% | +36+1.9% | Added |
| Modera Wealth Management, LLC | 1,912 | $385.3K | 0.00% | −185−8.8% | Reduced |
| Stokes Family Office, LLC | 1,910 | $384.9K | 0.04% | +1,910 | New |
| Joel Isaacson & Co., LLC | 1,902 | $383.3K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,897 | $382.2K | 0.02% | −13−0.7% | Reduced |
| FSM Wealth Advisors, LLC | 1,891 | $381.1K | 0.05% | +108+6.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,883 | $379.5K | 0.09% | +1,883 | New |
| McElhenny Sheffield Capital Management, LLC | 1,869 | $376.7K | 0.09% | −1,028−35.5% | Reduced |
| Heritage Wealth Management, Inc. | 1,852 | $373.2K | 0.11% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,851 | $373.0K | 0.02% | −1,331−41.8% | Reduced |
| Gilbert & Cook, Inc. | 1,846 | $372.0K | 0.05% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,837 | $370.2K | 0.06% | +1,837 | New |
| Fukoku Mutual Life Insurance Co | 1,837 | $370.2K | 0.02% | −148−7.5% | Reduced |
| Catalyst Financial Partners LLC | 1,830 | $368.8K | 0.04% | −67−3.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,829 | $368.6K | 0.27% | −7−0.4% | Reduced |
| Opus Capital Group, LLC | 1,824 | $368.0K | 0.04% | −102−5.3% | Reduced |
| Optas, LLC | 1,823 | $367.4K | 0.06% | −175−8.8% | Reduced |
| Savvy Advisors, Inc. | 1,821 | $367.0K | 0.02% | −217−10.6% | Reduced |
| Dillon & Associates Inc | 1,817 | $367.0K | 0.05% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 1,820 | $366.8K | 0.23% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,997 | $365.1K | 0.01% | +214+12.0% | Added |
| Guardian Wealth Advisors, LLC | 1,809 | $364.6K | 0.02% | −4−0.2% | Reduced |
| Journey Advisory Group, LLC | 1,800 | $362.8K | 0.03% | +100+5.9% | Added |
| Private Wealth Asset Management, LLC | 1,798 | $362.4K | 0.04% | +130+7.8% | Added |
| Financial Management Professionals, Inc. | 1,797 | $362.1K | 0.04% | −44−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 1,779 | $358.6K | 0.01% | +34+1.9% | Added |
| Wall Street Access Asset Management, LLC | 1,778 | $358.4K | 0.09% | +1+0.1% | Added |
| New Hampshire Trust | 1,778 | $358.3K | 0.07% | 00.0% | Unchanged |
| Mayport, LLC | 1,774 | $357.5K | 0.08% | +1+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,767 | $356.1K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,756 | $353.9K | 0.05% | +1,756 | New |
| Norris Perne & French LLP | 1,756 | $353.9K | 0.02% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,750 | $353.0K | 0.04% | +1,750 | New |
| Ewa, LLC | 1,738 | $350.3K | 0.10% | −50−2.8% | Reduced |
| Lockerman Financial Group, Inc. | 1,735 | $349.7K | 0.44% | +117+7.2% | Added |
| Boothbay Fund Management, LLC | 1,731 | $348.8K | 0.01% | −2,063−54.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,730 | $348.6K | 0.01% | −163−8.6% | Reduced |
| Umpqua Bank | 1,699 | $346.3K | 0.10% | −27−1.6% | Reduced |
| MCF Advisors LLC | 1,718 | $346.2K | 0.02% | +12+0.7% | Added |
| VisionPoint Advisory Group, LLC | 1,715 | $345.6K | 0.07% | −72−4.0% | Reduced |
| Wealthspire Advisors, LLC | 1,715 | $345.5K | 0.00% | −604−26.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,710 | $344.6K | 0.01% | +2+0.1% | Added |
| Willow Creek Wealth Management Inc. | 1,708 | $344.2K | 0.03% | −146−7.9% | Reduced |
| GeoWealth Management, LLC | 1,705 | $343.7K | 0.01% | +125+7.9% | Added |
| Investment Partners, Ltd. | 1,704 | $343.3K | 0.12% | +8+0.5% | Added |
| PFG Investments, LLC | 1,702 | $343.0K | 0.02% | −52−3.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,685 | $340.0K | 0.02% | −25−1.5% | Reduced |
| Citizens Business Bank | 890 | $339.8K | 0.06% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,682 | $339.0K | 0.01% | +314+23.0% | Added |
| Sivia Capital Partners, LLC | 1,680 | $338.6K | 0.10% | +510+43.6% | Added |
| Meridian Wealth Advisors, LLC | 1,679 | $338.4K | 0.05% | +29+1.8% | Added |
| TFB Advisors LLC | 1,624 | $336.2K | 0.10% | −966−37.3% | Reduced |
| Mather Group, LLC. | 1,661 | $334.7K | 0.00% | −470−22.1% | Reduced |
| TFR Capital, LLC. | 1,651 | $332.7K | 0.11% | −206−11.1% | Reduced |
| Tritonpoint Wealth, LLC | 1,647 | $332.0K | 0.03% | −84−4.9% | Reduced |
| RVW Wealth, LLC | 1,644 | $331.3K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,610 | $329.6K | 0.03% | −103−6.0% | Reduced |
| Middleton & Co Inc | 1,635 | $329.5K | 0.04% | +1,635 | New |
| Main Street Financial Solutions, LLC | 1,634 | $329.3K | 0.02% | +659+67.6% | Added |
| Bellwether Advisors, LLC | 1,633 | $329.1K | 0.05% | +20+1.2% | Added |
| Continuum Advisory, LLC | 1,629 | $328.3K | 0.03% | −2,576−61.3% | Reduced |
| Tradewinds, LLC. | 1,617 | $325.9K | 0.08% | +1,617 | New |
| Hall Laurie J Trustee | 1,610 | $324.5K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $324.3K | 0.16% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $324.0K | 0.12% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,607 | $323.9K | 0.13% | −533−24.9% | Reduced |
| Genesis Private Wealth, LLC | 1,606 | $323.7K | 0.14% | +295+22.5% | Added |
| Rehmann Capital Advisory Group | 1,598 | $322.2K | 0.02% | −25−1.5% | Reduced |
| Fisher Asset Management, LLC | 1,597 | $322.0K | 0.00% | −121−7.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,595 | $321.4K | 0.02% | +6+0.4% | Added |
| Global Endowment Management, LP | 1,592 | $320.8K | 0.04% | +497+45.4% | Added |
| Litman Gregory Asset Management LLC | 1,589 | $320.2K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 1,585 | $319.4K | 0.01% | +202+14.6% | Added |
| Carret Asset Management, LLC | 1,580 | $318.4K | 0.03% | 00.0% | Unchanged |