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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 33,615 | $6.77M | 0.95% | −149−0.4% | Reduced |
| Oak Ridge Investments LLC | 32,841 | $6.62M | 0.43% | −160.0% | Reduced |
| Intech Investment Management LLC | 32,533 | $6.56M | 0.06% | −19,871−37.9% | Reduced |
| Brevan Howard Capital Management LP | 31,508 | $6.35M | 0.09% | −14,107−30.9% | Reduced |
| Tower View Investment Management & Research LLC | 31,053 | $6.26M | 3.24% | +345+1.1% | Added |
| Kentucky Retirement Systems | 30,987 | $6.24M | 0.17% | −615−1.9% | Reduced |
| M&T Bank Corp | 30,665 | $6.18M | 0.02% | −8,564−21.8% | Reduced |
| Advisors Asset Management, Inc. | 30,078 | $6.06M | 0.10% | +4,106+15.8% | Added |
| Achmea Investment Management B.V. | 29,967 | $6.04M | 0.08% | +1,217+4.2% | Added |
| Capitolis Liquid Global Markets LLC | 29,800 | $6.01M | 0.05% | +29,800 | New |
| Cape Cod Five Cents Savings Bank | 26,703 | $5.96M | 0.55% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 29,264 | $5.90M | 0.14% | −1,423−4.6% | Reduced |
| First Manhattan Co | 29,079 | $5.86M | 0.02% | +911+3.2% | Added |
| Hartford Investment Management Co | 28,889 | $5.82M | 0.18% | −873−2.9% | Reduced |
| Ieq Capital, LLC | 28,770 | $5.80M | 0.02% | +6,150+27.2% | Added |
| Snowden Capital Advisors LLC | 28,725 | $5.79M | 0.16% | +488+1.7% | Added |
| Synovus Financial Corp | 28,597 | $5.76M | 0.07% | +282+1.0% | Added |
| Hantz Financial Services, Inc. | 28,394 | $5.72M | 0.09% | +14,684+107.1% | Added |
| Erste Asset Management GmbH | 28,366 | $5.68M | 0.05% | −400,026−93.4% | Reduced |
| Empowered Funds, LLC | 28,044 | $5.65M | 0.06% | +14,920+113.7% | Added |
| Parcion Private Wealth LLC | 28,030 | $5.65M | 0.35% | +138+0.5% | Added |
| Crossmark Global Holdings, Inc. | 27,984 | $5.64M | 0.08% | −3,437−10.9% | Reduced |
| Benjamin Edwards Inc | 27,875 | $5.62M | 0.06% | +4,511+19.3% | Added |
| Boston Private Wealth LLC | 27,737 | $5.59M | 0.30% | −3,608−11.5% | Reduced |
| Hamilton Capital Partners Inc. | 27,727 | $5.59M | 0.23% | +4,537+19.6% | Added |
| M&G Plc | 27,571 | $5.57M | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 27,345 | $5.49M | 0.07% | +10,237+59.8% | Added |
| Umb Bank N A | 26,546 | $5.35M | 0.08% | −19,132−41.9% | Reduced |
| Norinchukin Bank, The | 26,371 | $5.31M | 0.07% | +544+2.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,187 | $5.28M | 0.05% | −17,014−39.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 26,010 | $5.24M | 0.37% | +1,205+4.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 25,958 | $5.23M | 1.16% | +8,938+52.5% | Added |
| FineMark National Bank & Trust | 25,866 | $5.21M | 0.17% | −487−1.8% | Reduced |
| Louisiana State Employees Retirement System | 25,800 | $5.20M | 0.09% | −200−0.8% | Reduced |
| Aviso Financial Inc. | 25,714 | $5.18M | 0.21% | −839−3.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 25,670 | $5.17M | 0.38% | −220−0.8% | Reduced |
| Capital International Ltd | 25,645 | $5.17M | 0.19% | +781+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,604 | $5.16M | 0.04% | +3,906+18.0% | Added |
| Bonness Enterprises Inc | 25,300 | $5.10M | 1.67% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 24,654 | $4.97M | 0.16% | −456−1.8% | Reduced |
| Maryland State Retirement & Pension System | 24,609 | $4.96M | 0.10% | +621+2.6% | Added |
| Zions Bancorporation, National Association | 24,537 | $4.94M | 0.24% | −7,926−24.4% | Reduced |
| Harrington Investments, INC | 24,376 | $4.91M | 2.45% | −175−0.7% | Reduced |
| Stonegate Investment Group, LLC | 24,250 | $4.89M | 0.11% | +154+0.6% | Added |
| Lighthouse Investment Partners, LLC | 24,245 | $4.89M | 0.18% | +24,245 | New |
| Commerce Bank | 23,846 | $4.81M | 0.03% | −133−0.6% | Reduced |
| Securian Asset Management, Inc | 23,743 | $4.78M | 0.13% | −2,064−8.0% | Reduced |
| Exencial Wealth Advisors, LLC | 23,584 | $4.75M | 0.15% | +514+2.2% | Added |
| Te Ahumairangi Investment Management Ltd | 23,107 | $4.66M | 0.79% | +7,000+43.5% | Added |
| Diversified Trust Co | 23,076 | $4.65M | 0.09% | −1,130−4.7% | Reduced |
| Cary Street Partners Financial LLC | 23,038 | $4.64M | 0.12% | −1,043−4.3% | Reduced |
| ING Groep NV | 23,022 | $4.64M | 0.03% | −808−3.4% | Reduced |
| Exchange Traded Concepts, LLC | 22,966 | $4.63M | 0.04% | +7,625+49.7% | Added |
| NBT Bank N A | 23,099 | $4.62M | 0.30% | −723−3.0% | Reduced |
| QRG Capital Management, Inc. | 22,801 | $4.60M | 0.06% | −18,916−45.3% | Reduced |
| Moneta Group Investment Advisors LLC | 22,538 | $4.54M | 0.04% | +967+4.5% | Added |
| Merit Financial Group, LLC | 22,536 | $4.54M | 0.04% | +1,398+6.6% | Added |
| Burling Wealth Partners, LLC | 22,334 | $4.50M | 0.75% | +548+2.5% | Added |
| BNC Wealth Management, LLC | 22,283 | $4.49M | 1.13% | −120−0.5% | Reduced |
| Keybank National Association | 22,254 | $4.48M | 0.02% | −155−0.7% | Reduced |
| New Mexico Educational Retirement Board | 22,241 | $4.48M | 0.14% | −700−3.1% | Reduced |
| Capital Planning Advisors, LLC | 22,089 | $4.45M | 0.61% | −5,611−20.3% | Reduced |
| Sciencast Management LP | 22,044 | $4.44M | 0.83% | +3,956+21.9% | Added |
| Occidental Asset Management, LLC | 21,606 | $4.35M | 0.55% | +831+4.0% | Added |
| Mogy Joel R Investment Counsel Inc | 21,298 | $4.29M | 0.24% | −725−3.3% | Reduced |
| Larson Financial Group LLC | 21,297 | $4.29M | 0.15% | +2,699+14.5% | Added |
| Phoenix Holdings Ltd. | 20,921 | $4.22M | 0.05% | −22,362−51.7% | Reduced |
| AIA Group Ltd | 20,902 | $4.21M | 0.07% | −1,585−7.0% | Reduced |
| Mediolanum International Funds Ltd | 21,022 | $4.21M | 0.04% | +1,694+8.8% | Added |
| E. Ohman J:or Asset Management AB | 20,837 | $4.20M | 0.10% | 00.0% | Unchanged |
| JB Capital LLC | 20,742 | $4.18M | 0.18% | +20,742 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,596 | $4.15M | 1.45% | +1,642+8.7% | Added |
| Vident Advisory, LLC | 20,578 | $4.15M | 0.04% | +90+0.4% | Added |
| Agf Management Ltd | 20,516 | $4.13M | 0.02% | +2,072+11.2% | Added |
| Conning Inc. | 20,462 | $4.12M | 0.14% | +1,438+7.6% | Added |
| Brown, Lisle/Cummings, Inc. | 20,347 | $4.10M | 1.05% | +1,902+10.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,193 | $4.07M | 0.02% | −1,532−7.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 18,526 | $4.05M | 0.21% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $4.03M | 0.19% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 19,928 | $4.02M | 0.23% | −400−2.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,853 | $4.00M | 0.08% | −1,459−6.8% | Reduced |
| Suncoast Equity Management | 19,825 | $4.00M | 0.40% | −257−1.3% | Reduced |
| Bessemer Group Inc | 19,806 | $3.99M | 0.01% | +996+5.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 19,563 | $3.94M | 0.19% | +14,657+298.8% | Added |
| Lafayette Investments, Inc. | 19,476 | $3.92M | 0.75% | −148−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 19,347 | $3.90M | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 19,051 | $3.85M | 0.20% | +13,304+231.5% | Added |
| SRS Capital Advisors, Inc. | 18,993 | $3.83M | 0.06% | +17,756+1,435.4% | Added |
| Cyndeo Wealth Partners, LLC | 18,958 | $3.82M | 0.21% | +343+1.8% | Added |
| Pensionmark Financial Group, LLC | 18,732 | $3.78M | 0.08% | +10.0% | Added |
| Ascent Group, LLC | 18,646 | $3.76M | 0.13% | −1,504−7.5% | Reduced |
| Allstate Corp | 18,568 | $3.74M | 0.09% | +18,568 | New |
| Brentview Investment Management LLC | 18,307 | $3.69M | 1.68% | +604+3.4% | Added |
| Beacon Pointe Advisors, LLC | 18,233 | $3.67M | 0.03% | +4,250+30.4% | Added |
| Essex LLC | 18,030 | $3.63M | 0.66% | −605−3.2% | Reduced |
| Banque Cantonale Vaudoise | 17,840 | $3.60M | 0.13% | −502−2.7% | Reduced |
| Evelyn Partners Investment Management LLP | 17,830 | $3.59M | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 17,787 | $3.58M | 0.02% | −166,938−90.4% | Reduced |
| Omers Administration Corp | 17,660 | $3.56M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 17,417 | $3.51M | 0.17% | +172+1.0% | Added |