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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 10,456 | $2.11M | 0.36% | +570+5.8% | Added |
| Sageworth Trust Co | 10,405 | $2.10M | 0.10% | +10,405 | New |
| Ritholtz Wealth Management | 10,356 | $2.09M | 0.04% | −278−2.6% | Reduced |
| Change Path, LLC | 10,302 | $2.08M | 0.05% | −24,769−70.6% | Reduced |
| Donaldson Capital Management, LLC | 10,294 | $2.07M | 0.07% | −243,054−95.9% | Reduced |
| Twinbeech Capital LP | 10,261 | $2.07M | 0.08% | −66,252−86.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,210 | $2.06M | 0.03% | −168−1.6% | Reduced |
| Pinnacle Associates Ltd | 10,199 | $2.06M | 0.03% | +307+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 10,181 | $2.05M | 0.05% | +2,225+28.0% | Added |
| Founders Financial Securities LLC | 10,146 | $2.04M | 0.14% | +6,451+174.6% | Added |
| Wetherby Asset Management Inc | 10,138 | $2.04M | 0.08% | −7−0.1% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $2.02M | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,996 | $2.01M | 0.04% | +66+0.7% | Added |
| Hilltop Holdings Inc. | 9,983 | $2.01M | 0.11% | +577+6.1% | Added |
| Wealth Alliance | 9,882 | $1.99M | 0.20% | +711+7.8% | Added |
| Citizens Financial Group Inc | 9,881 | $1.99M | 0.03% | +2,091+26.8% | Added |
| Courier Capital LLC | 9,873 | $1.99M | 0.11% | +22+0.2% | Added |
| Kepler Cheuvreux (Suisse) SA | 9,834 | $1.98M | 0.11% | +9,834 | New |
| Meeder Advisory Services, Inc. | 9,532 | $1.92M | 0.09% | +229+2.5% | Added |
| Palouse Capital Management, Inc. | 9,525 | $1.92M | 1.22% | +9,525 | New |
| WSFS Capital Management, LLC | 9,477 | $1.91M | 0.09% | +3,070+47.9% | Added |
| Jones Financial Companies LLLP | 9,540 | $1.90M | 0.00% | +1,000+11.7% | Added |
| Balyasny Asset Management LLC | 9,406 | $1.90M | 0.00% | +4,719+100.7% | Added |
| Ballentine Partners, LLC | 9,380 | $1.89M | 0.03% | −475−4.8% | Reduced |
| Regions Financial Corp | 9,236 | $1.86M | 0.01% | −423−4.4% | Reduced |
| Front Row Advisors LLC | 9,232 | $1.86M | 0.63% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,144 | $1.84M | 0.03% | +1,057+13.1% | Added |
| Tema ETFs LLC | 9,141 | $1.84M | 0.15% | +9,141 | New |
| RMR Wealth Builders | 9,060 | $1.83M | 0.15% | −373−4.0% | Reduced |
| Spire Wealth Management | 9,001 | $1.81M | 0.06% | +5,852+185.8% | Added |
| Syon Capital LLC | 8,985 | $1.81M | 0.10% | +550+6.5% | Added |
| Tealwood Asset Management Inc | 8,887 | $1.79M | 0.72% | −376−4.1% | Reduced |
| Greenleaf Trust | 8,835 | $1.78M | 0.02% | −671−7.1% | Reduced |
| IAM Advisory, LLC | 8,834 | $1.78M | 0.40% | +233+2.7% | Added |
| Fulton Breakefield Broenniman LLC | 8,832 | $1.78M | 0.11% | −56,878−86.6% | Reduced |
| Grimes & Company, Inc. | 8,804 | $1.77M | 0.04% | −25−0.3% | Reduced |
| Belpointe Asset Management LLC | 8,674 | $1.75M | 0.07% | +3,987+85.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 8,641 | $1.74M | 0.17% | −354−3.9% | Reduced |
| Brass Tax Wealth Management, Inc | 8,588 | $1.73M | 0.29% | +6+0.1% | Added |
| Impact Capital Partners LLC | 8,585 | $1.73M | 0.52% | +214+2.6% | Added |
| Mission Wealth Management, LP | 8,559 | $1.72M | 0.04% | −94−1.1% | Reduced |
| Smartleaf Asset Management LLC | 8,560 | $1.71M | 0.11% | +2,174+34.0% | Added |
| Pictet Bank & Trust Ltd | 8,395 | $1.69M | 2.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,383 | $1.69M | 0.03% | +178+2.2% | Added |
| Delap Wealth Advisory, LLC | 8,349 | $1.68M | 0.71% | −1,222−12.8% | Reduced |
| Pensionfund Sabic | 8,300 | $1.67M | 0.46% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 8,276 | $1.67M | 0.04% | −2,649−24.2% | Reduced |
| Princeton Global Asset Management LLC | 8,230 | $1.66M | 0.28% | −1,321−13.8% | Reduced |
| MAI Capital Management | 8,227 | $1.66M | 0.01% | +10+0.1% | Added |
| Dumont & Blake Investment Advisors LLC | 8,189 | $1.65M | 0.40% | −59−0.7% | Reduced |
| Dover Advisors, LLC | 8,183 | $1.65M | 0.66% | +5,081+163.8% | Added |
| Sumitomo Life Insurance Co | 8,161 | $1.64M | 0.05% | −5,060−38.3% | Reduced |
| Westerkirk Capital Inc. | 8,110 | $1.63M | 0.19% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 8,100 | $1.63M | 1.25% | +8,100 | New |
| Evercore Wealth Management, LLC | 8,089 | $1.63M | 0.02% | −6−0.1% | Reduced |
| Quest Partners LLC | 8,086 | $1.63M | 0.11% | +4,174+106.7% | Added |
| Principal Securities, Inc. | 8,006 | $1.61M | 0.03% | +254+3.3% | Added |
| Neo Ivy Capital Management | 7,936 | $1.60M | 0.39% | +4,426+126.1% | Added |
| Sompo Asset Management Co., Ltd. | 7,920 | $1.60M | 0.27% | −1,920−19.5% | Reduced |
| Chatham Capital Group, Inc. | 7,853 | $1.58M | 0.23% | −1,155−12.8% | Reduced |
| LS Investment Advisors, LLC | 7,749 | $1.56M | 0.22% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,738 | $1.56M | 0.35% | −19−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 7,693 | $1.55M | 0.07% | +2,357+44.2% | Added |
| Ledyard National Bank | 7,685 | $1.55M | 0.14% | −148−1.9% | Reduced |
| TD Private Client Wealth LLC | 7,668 | $1.55M | 0.03% | +979+14.6% | Added |
| Occudo Quantitative Strategies LP | 7,565 | $1.52M | 0.19% | +7,565 | New |
| Advisory Services Network, LLC | 7,544 | $1.52M | 0.02% | −1,109−12.8% | Reduced |
| NorthRock Partners, LLC | 7,510 | $1.51M | 0.03% | +1,738+30.1% | Added |
| Tower Research Capital LLC (TRC) | 7,472 | $1.51M | 0.04% | −10,818−59.1% | Reduced |
| Savant Capital, LLC | 7,408 | $1.49M | 0.01% | −1,088−12.8% | Reduced |
| Dynasty Wealth Management, LLC | 7,374 | $1.49M | 0.02% | −7,008−48.7% | Reduced |
| Arkadios Wealth Advisors | 7,347 | $1.48M | 0.04% | +2,236+43.7% | Added |
| IFP Advisors, Inc | 7,332 | $1.48M | 0.04% | +429+6.2% | Added |
| Clifford Swan Investment Counsel LLC | 7,330 | $1.48M | 0.05% | −168−2.2% | Reduced |
| NorthStar Asset Management LLC | 7,301 | $1.47M | 0.70% | +223+3.2% | Added |
| TCTC Holdings, LLC | 7,247 | $1.46M | 0.04% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 7,202 | $1.45M | 0.19% | −94−1.3% | Reduced |
| Wedmont Private Capital | 7,003 | $1.43M | 0.05% | −734−9.5% | Reduced |
| Gries Financial LLC | 7,066 | $1.42M | 0.23% | +449+6.8% | Added |
| Souders Financial Advisors | 7,060 | $1.42M | 0.17% | −458−6.1% | Reduced |
| McAdam, LLC | 7,010 | $1.41M | 0.07% | −1,414−16.8% | Reduced |
| Journey Strategic Wealth LLC | 6,957 | $1.40M | 0.04% | −77−1.1% | Reduced |
| Welch & Forbes LLC | 6,937 | $1.40M | 0.02% | −475−6.4% | Reduced |
| Voleon Capital Management LP | 6,936 | $1.40M | 0.03% | −449−6.1% | Reduced |
| RCS Financial Planning, LLC | 6,903 | $1.39M | 0.62% | −10.0% | Reduced |
| Adviser Investments LLC | 6,886 | $1.39M | 0.02% | −1,285−15.7% | Reduced |
| US Asset Management LLC | 6,847 | $1.38M | 1.13% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,823 | $1.38M | 0.03% | −3,384−33.2% | Reduced |
| Dark Forest Capital Management LP | 6,802 | $1.37M | 0.05% | +6,802 | New |
| Relyea Zuckerberg Hanson LLC | 6,740 | $1.36M | 0.14% | −663−9.0% | Reduced |
| Citizens & Northern Corp | 6,728 | $1.36M | 0.34% | +23+0.3% | Added |
| Profund Advisors LLC | 6,727 | $1.36M | 0.04% | +596+9.7% | Added |
| Beverly Hills Private Wealth, LLC | 6,719 | $1.35M | 0.24% | −226−3.3% | Reduced |
| Boyd Watterson Asset Management LLC | 6,711 | $1.35M | 0.40% | +66+1.0% | Added |
| Venture Visionary Partners LLC | 6,708 | $1.35M | 0.05% | +23+0.3% | Added |
| Simplicity Wealth,LLC | 6,655 | $1.34M | 0.08% | −6,976−51.2% | Reduced |
| Farther Finance Advisors, LLC | 6,653 | $1.34M | 0.02% | +2,354+54.8% | Added |
| Stance Capital LLC | 6,622 | $1.33M | 0.49% | +637+10.6% | Added |
| Smithfield Trust Co | 6,619 | $1.33M | 0.06% | 00.0% | Unchanged |
| United Bank | 6,512 | $1.31M | 0.46% | +185+2.9% | Added |