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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 17,364 | $3.50M | 0.04% | −330−1.9% | Reduced |
| Yacktman Asset Management LP | 17,345 | $3.50M | 0.05% | +17,345 | New |
| Becker Capital Management Inc | 17,324 | $3.49M | 0.10% | +123+0.7% | Added |
| New Vernon Investment Management LLC | 17,221 | $3.47M | 3.24% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 17,210 | $3.47M | 0.05% | +11,545+203.8% | Added |
| Morton Community Bank | 19,437 | $3.46M | 0.80% | +1,063+5.8% | Added |
| Park Avenue Securities LLC | 17,177 | $3.46M | 0.03% | −2,112−10.9% | Reduced |
| Transcend Wealth Collective, LLC | 17,112 | $3.45M | 0.24% | −428−2.4% | Reduced |
| Univest Financial Corp | 17,069 | $3.44M | 0.19% | +9,493+125.3% | Added |
| Toroso Investments, LLC | 17,043 | $3.43M | 0.01% | −90,439−84.1% | Reduced |
| Kestra Private Wealth Services, LLC | 16,768 | $3.38M | 0.04% | +3,856+29.9% | Added |
| Plato Investment Management Ltd | 16,779 | $3.36M | 0.23% | 00.0% | Unchanged |
| Bancreek Capital Management, LP | 16,522 | $3.33M | 6.99% | −1,342−7.5% | Reduced |
| Tiaa Trust, National Association | 16,441 | $3.31M | 0.01% | −499−2.9% | Reduced |
| Mechanics Bank Trust Department | 16,413 | $3.31M | 0.46% | −663−3.9% | Reduced |
| Everence Capital Management Inc | 16,320 | $3.29M | 0.20% | +3,690+29.2% | Added |
| Axxcess Wealth Management, LLC | 16,231 | $3.27M | 0.07% | +1,923+13.4% | Added |
| Prosperity Consulting Group, LLC | 16,134 | $3.25M | 0.16% | −2,614−13.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,014 | $3.23M | 0.15% | +100+0.6% | Added |
| Assenagon Asset Management S.A. | 15,909 | $3.21M | 0.00% | −792,891−98.0% | Reduced |
| American Trust | 15,852 | $3.19M | 0.27% | −286−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,669 | $3.16M | 0.05% | −50−0.3% | Reduced |
| CAPROCK Group, Inc. | 15,341 | $3.16M | 0.08% | +15,341 | New |
| Resources Investment Advisors, LLC. | 15,639 | $3.15M | 0.03% | −1,382−8.1% | Reduced |
| 1832 Asset Management L.P. | 15,609 | $3.15M | 0.01% | +1,266+8.8% | Added |
| Jain Global LLC | 15,539 | $3.13M | 0.04% | −509−3.2% | Reduced |
| Alerus Financial NA | 15,388 | $3.10M | 0.16% | −145−0.9% | Reduced |
| Kinneret Advisory, LLC | 15,349 | $3.09M | 0.26% | −69−0.4% | Reduced |
| Argent Trust Co | 15,346 | $3.09M | 0.11% | −4,768−23.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,252 | $3.07M | 0.11% | +129+0.9% | Added |
| PFG Advisors | 15,235 | $3.07M | 0.13% | +858+6.0% | Added |
| Heritage Trust Co | 15,169 | $3.06M | 0.32% | +137+0.9% | Added |
| Kingsview Wealth Management, LLC | 15,013 | $3.03M | 0.05% | +82+0.5% | Added |
| Lindenwold Advisors | 14,994 | $3.02M | 1.43% | +62+0.4% | Added |
| Private Trust Co NA | 14,716 | $2.97M | 0.26% | −1,471−9.1% | Reduced |
| Lecap Asset Management Ltd | 14,651 | $2.95M | 1.03% | +14,651 | New |
| Strategic Investment Advisors | 14,422 | $2.91M | 0.26% | −556−3.7% | Reduced |
| Ossiam | 14,323 | $2.89M | 0.04% | −4,055−22.1% | Reduced |
| Vise Technologies, Inc. | 14,319 | $2.89M | 0.11% | −4,138−22.4% | Reduced |
| CIBC World Markets Inc. | 14,215 | $2.86M | 0.01% | +6,891+94.1% | Added |
| Concurrent Investment Advisors, LLC | 14,180 | $2.86M | 0.05% | +1,387+10.8% | Added |
| Machina Capital S.A.S. | 14,140 | $2.85M | 0.50% | +14,140 | New |
| NJ State Employees Deferred Compensation Plan | 14,100 | $2.84M | 0.31% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 14,064 | $2.83M | 0.92% | 00.0% | Unchanged |
| Abc Arbitrage SA | 14,062 | $2.83M | 0.28% | +14,062 | New |
| HB Wealth Management, LLC | 14,021 | $2.83M | 0.02% | −90−0.6% | Reduced |
| Polymer Capital Management (US) LLC | 13,992 | $2.82M | 0.37% | +9,406+205.1% | Added |
| Quadrant Capital Group LLC | 13,810 | $2.78M | 0.09% | −2,894−17.3% | Reduced |
| Accurate Wealth Management, LLC | 13,427 | $2.78M | 0.37% | −488−3.5% | Reduced |
| Icon Wealth Advisors, LLC | 13,708 | $2.76M | 0.19% | −188−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 13,680 | $2.76M | 0.08% | +45+0.3% | Added |
| Landscape Capital Management, L.L.C. | 13,668 | $2.75M | 0.17% | +8,203+150.1% | Added |
| Miracle Mile Advisors, LLC | 13,638 | $2.75M | 0.04% | +219+1.6% | Added |
| Ci Investments Inc. | 13,551 | $2.73M | 0.01% | −38,682−74.1% | Reduced |
| Summit Trail Advisors, LLC | 13,471 | $2.71M | 0.04% | +2,987+28.5% | Added |
| Bouvel Investment Partners, LLC | 13,425 | $2.71M | 0.83% | −214−1.6% | Reduced |
| Perigon Wealth Management, LLC | 13,380 | $2.70M | 0.06% | −1,957−12.8% | Reduced |
| United Capital Financial Advisers, LLC | 13,343 | $2.69M | 0.02% | −745−5.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13,340 | $2.69M | 0.00% | −288,545−95.6% | Reduced |
| Vectors Research Management, LLC | 13,271 | $2.67M | 0.84% | +163+1.2% | Added |
| MUFG Securities Americas Inc. | 13,257 | $2.67M | 0.17% | +2,337+21.4% | Added |
| BLI - Banque de Luxembourg Investments | 13,200 | $2.64M | 0.08% | −3,200−19.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,988 | $2.62M | 0.17% | −425−3.2% | Reduced |
| RSM US Wealth Management LLC | 12,856 | $2.59M | 0.03% | −1,872−12.7% | Reduced |
| Coldstream Capital Management Inc | 12,834 | $2.59M | 0.03% | −755−5.6% | Reduced |
| Kimelman & Baird, LLC | 12,795 | $2.58M | 0.20% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,647 | $2.55M | 0.01% | +9,908+361.7% | Added |
| Prospera Financial Services Inc | 12,543 | $2.53M | 0.04% | +4,377+53.6% | Added |
| River Wealth Advisors LLC | 12,418 | $2.50M | 0.29% | −173−1.4% | Reduced |
| South Dakota Investment Council | 12,352 | $2.49M | 0.05% | −2,300−15.7% | Reduced |
| Moody National Bank Trust Division | 12,218 | $2.46M | 0.21% | +78+0.6% | Added |
| Shelton Capital Management | 12,182 | $2.46M | 0.05% | +5,697+87.8% | Added |
| Bowen Hanes & Co Inc | 12,161 | $2.45M | 0.06% | −123,340−91.0% | Reduced |
| Brighton Jones LLC | 12,119 | $2.44M | 0.06% | +1,925+18.9% | Added |
| Delta Global Management LP | 12,111 | $2.44M | 0.18% | +12,111 | New |
| Rockland Trust Co | 12,073 | $2.43M | 0.10% | +10,734+801.6% | Added |
| NewEdge Wealth, LLC | 13,620 | $2.43M | 0.03% | −3,265−19.3% | Reduced |
| Private Advisor Group, LLC | 12,026 | $2.42M | 0.01% | −359−2.9% | Reduced |
| Value Partners Investments Inc. | 11,945 | $2.41M | 0.20% | +38+0.3% | Added |
| Signaturefd, LLC | 11,921 | $2.40M | 0.04% | +1,825+18.1% | Added |
| Fiduciary Trust Co | 11,903 | $2.40M | 0.03% | −1,027−7.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,889 | $2.40M | 0.01% | −1,430−10.7% | Reduced |
| Howland Capital Management LLC | 11,694 | $2.36M | 0.09% | +12+0.1% | Added |
| Pinebridge Investments, L.P. | 11,685 | $2.35M | 0.02% | −12,181−51.0% | Reduced |
| Kestra Advisory Services, LLC | 11,664 | $2.35M | 0.01% | −225−1.9% | Reduced |
| HBK Sorce Advisory LLC | 11,431 | $2.33M | 0.06% | +375+3.4% | Added |
| Financial Engines Advisors L.L.C. | 11,524 | $2.32M | 0.00% | +208+1.8% | Added |
| Bokf, NA | 11,477 | $2.31M | 0.03% | +553+5.1% | Added |
| FORA Capital, LLC | 11,447 | $2.31M | 0.41% | +9,693+552.6% | Added |
| Summit Global Investments | 11,425 | $2.30M | 0.13% | −7,242−38.8% | Reduced |
| Cresset Asset Management, LLC | 11,269 | $2.27M | 0.01% | +1,322+13.3% | Added |
| Wolverine Trading, LLC | 11,150 | $2.23M | 0.04% | +10,066+928.6% | Added |
| Ostrum Asset Management | 11,032 | $2.22M | 0.10% | +5,324+93.3% | Added |
| Buckingham Strategic Partners | 12,047 | $2.20M | 0.02% | +5,997+99.1% | Added |
| Summit Financial, LLC | 10,845 | $2.19M | 0.03% | −1,792−14.2% | Reduced |
| Louisbourg Investments Inc. | 14,794 | $2.17M | 0.47% | +9,315+170.0% | Added |
| Jefferies Financial Group Inc. | 10,725 | $2.16M | 0.02% | +10,725 | New |
| Walleye Trading LLC | 10,677 | $2.15M | 0.03% | +6,890+181.9% | Added |
| HighPoint Advisor Group LLC | 10,659 | $2.15M | 0.10% | +554+5.5% | Added |
| Hills Bank & Trust Co | 10,490 | $2.11M | 0.12% | −185−1.7% | Reduced |