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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 6,478 | $1.31M | 0.06% | +6,478 | New |
| Norway Savings Bank | 6,434 | $1.30M | 0.63% | −458−6.6% | Reduced |
| Douglas Lane & Associates, LLC | 6,360 | $1.28M | 0.02% | −417−6.2% | Reduced |
| Shell Asset Management Co | 6,290 | $1.27M | 0.13% | −2,287−26.7% | Reduced |
| AE Wealth Management LLC | 6,262 | $1.26M | 0.01% | +2,303+58.2% | Added |
| Annandale Capital, LLC | 6,239 | $1.26M | 0.22% | +1,639+35.6% | Added |
| GAMMA Investing LLC | 6,228 | $1.26M | 0.07% | −347−5.3% | Reduced |
| Wimmer Associates 1, LLC | 6,208 | $1.25M | 0.60% | 00.0% | Unchanged |
| Exchange Bank | 6,164 | $1.24M | 0.86% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 6,153 | $1.24M | 0.04% | +2,394+63.7% | Added |
| Fifth Third Wealth Advisors LLC | 6,100 | $1.23M | 0.05% | −160−2.6% | Reduced |
| We Are One Seven, LLC | 6,076 | $1.22M | 0.03% | +2,275+59.9% | Added |
| EntryPoint Capital, LLC | 6,067 | $1.22M | 0.47% | +3,919+182.4% | Added |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.22M | 0.38% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.22M | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 6,041 | $1.22M | 0.05% | −79−1.3% | Reduced |
| R Squared Ltd | 6,034 | $1.22M | 0.52% | +399+7.1% | Added |
| Concord Wealth Partners | 6,033 | $1.22M | 0.17% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 6,033 | $1.22M | 0.22% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,020 | $1.21M | 0.05% | +137+2.3% | Added |
| Fidelis Capital Partners, LLC | 5,933 | $1.20M | 0.09% | −277−4.5% | Reduced |
| LMCG Investments, LLC | 5,928 | $1.19M | 0.07% | −172−2.8% | Reduced |
| Parallel Advisors, LLC | 5,899 | $1.19M | 0.02% | −931−13.6% | Reduced |
| Verdence Capital Advisors LLC | 6,329 | $1.19M | 0.07% | +4,739+298.1% | Added |
| CSM Advisors, LLC | 5,864 | $1.18M | 0.03% | +5,864 | New |
| West Family Investments, Inc. | 5,834 | $1.18M | 0.26% | −24−0.4% | Reduced |
| XTX Topco Ltd | 5,814 | $1.17M | 0.06% | +5,814 | New |
| Bridgefront Capital, LLC | 5,763 | $1.16M | 0.34% | +5,763 | New |
| Skopos Labs, Inc. | 5,340 | $1.16M | 0.16% | −275−4.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,745 | $1.16M | 0.31% | −126−2.1% | Reduced |
| Elmwood Wealth Management, Inc. | 5,723 | $1.15M | 0.41% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,690 | $1.15M | 0.01% | −581−9.3% | Reduced |
| Trust Asset Management LLC | 5,662 | $1.14M | 0.08% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 5,659 | $1.14M | 0.02% | −18,800−76.9% | Reduced |
| Baker Ellis Asset Management LLC | 5,618 | $1.13M | 0.14% | +1,830+48.3% | Added |
| Sagespring Wealth Partners, LLC | 5,595 | $1.13M | 0.02% | −207−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,591 | $1.13M | 0.01% | −118−2.1% | Reduced |
| West Paces Advisors Inc. | 5,554 | $1.12M | 0.22% | +91+1.7% | Added |
| Center For Asset Management LLC | 5,552 | $1.12M | 0.60% | +95+1.7% | Added |
| AA Financial Advisors, LLC | 5,549 | $1.12M | 0.22% | +101+1.9% | Added |
| Virtu Financial LLC | 5,533 | $1.11M | 0.06% | −5,175−48.3% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.11M | 0.08% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,496 | $1.11M | 0.16% | −404−6.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,492 | $1.11M | 0.02% | −170−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 5,473 | $1.10M | 0.03% | −291−5.0% | Reduced |
| Trexquant Investment LP | 5,452 | $1.10M | 0.01% | −115,124−95.5% | Reduced |
| Fiduciary Family Office, LLC | 5,302 | $1.07M | 0.30% | +1,105+26.3% | Added |
| Integrity Alliance, LLC. | 5,301 | $1.07M | 0.05% | −122−2.2% | Reduced |
| Prosperity Financial Group, Inc. | 5,298 | $1.07M | 0.39% | −571−9.7% | Reduced |
| Nilsine Partners, LLC | 5,291 | $1.07M | 0.10% | +1,286+32.1% | Added |
| Smith, Salley & Associates | 5,284 | $1.06M | 0.05% | +1,947+58.3% | Added |
| Checchi Capital Advisers, LLC | 5,249 | $1.06M | 0.07% | −1,195−18.5% | Reduced |
| Banco Santander, S.A. | 5,247 | $1.06M | 0.01% | −2,450−31.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,244 | $1.06M | 0.23% | +1,316+33.5% | Added |
| Stephens Inc | 5,221 | $1.05M | 0.01% | +1,289+32.8% | Added |
| Dorsey & Whitney Trust CO LLC | 5,196 | $1.05M | 0.06% | −204−3.8% | Reduced |
| Kathmere Capital Management, LLC | 5,188 | $1.05M | 0.07% | −503−8.8% | Reduced |
| Allworth Financial LP | 5,134 | $1.03M | 0.00% | +481+10.3% | Added |
| Broadway Wealth Solutions, Inc. | 5,133 | $1.03M | 0.58% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 5,126 | $1.03M | 0.16% | +47+0.9% | Added |
| JGP Wealth Management, LLC | 5,160 | $1.03M | 0.11% | +126+2.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $1.03M | 0.50% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,065 | $1.02M | 0.00% | −8,453−62.5% | Reduced |
| SkyView Investment Advisors, LLC | 5,060 | $1.02M | 0.13% | −46−0.9% | Reduced |
| Rakuten Investment Management, Inc. | 2,987 | $1.02M | 0.00% | +2,987 | New |
| Integrated Advisors Network LLC | 5,043 | $1.02M | 0.04% | −397−7.3% | Reduced |
| Oppenheimer & Co Inc | 5,015 | $1.01M | 0.01% | −918−15.5% | Reduced |
| Leavell Investment Management, Inc. | 5,004 | $1.01M | 0.04% | +22+0.4% | Added |
| Truefg, LLC | 5,000 | $1.01M | 0.28% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 4,996 | $1.01M | 0.18% | +4,996 | New |
| Global Retirement Partners, LLC | 4,987 | $1.01M | 0.02% | +120+2.5% | Added |
| Access Financial Services, Inc. | 4,986 | $1.00M | 0.36% | −2,070−29.3% | Reduced |
| Fullcircle Wealth LLC | 5,557 | $1.00M | 0.35% | +182+3.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,965 | $1.00M | 0.11% | +4,965 | New |
| HM Payson & Co | 4,950 | $997.6K | 0.01% | +4+0.1% | Added |
| Quadcap Wealth Management, LLC | 4,935 | $994.5K | 0.12% | −30−0.6% | Reduced |
| Chilton Investment Co LLC | 4,934 | $994.3K | 0.02% | +1,694+52.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,915 | $990.6K | 0.07% | +298+6.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,886 | $984.7K | 0.08% | +215+4.6% | Added |
| WBI Investments | 4,882 | $983.8K | 0.25% | +4,882 | New |
| Parsonex Advisory Services, Inc. | 4,874 | $982.3K | 0.67% | +39+0.8% | Added |
| Ameritas Investment Partners, Inc. | 4,848 | $976.9K | 0.03% | −168−3.3% | Reduced |
| Canandaigua National Bank & Trust Co | 4,838 | $975.0K | 0.09% | −4−0.1% | Reduced |
| Diversify Advisory Services, LLC | 5,457 | $966.6K | 0.03% | −939−14.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,783 | $964.0K | 0.40% | +870+22.2% | Added |
| Independent Advisor Alliance | 4,776 | $962.6K | 0.03% | −133−2.7% | Reduced |
| Cigna Investments Inc | 4,764 | $960.0K | 0.14% | −90−1.9% | Reduced |
| Fjell Capital, LLC | 4,755 | $958.3K | 0.84% | +76+1.6% | Added |
| First National Trust Co | 4,711 | $949.4K | 0.03% | −2,504−34.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $948.4K | 0.16% | 00.0% | Unchanged |
| Beck Bode, LLC | 4,689 | $945.0K | 0.15% | −13−0.3% | Reduced |
| Cascade Financial Partners, LLC | 4,676 | $942.3K | 0.11% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,672 | $941.5K | 0.02% | +314+7.2% | Added |
| Warren Averett Asset Management, LLC | 4,651 | $937.3K | 0.01% | +635+15.8% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $936.1K | 0.37% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,645 | $936.0K | 0.17% | +89+2.0% | Added |
| Charter Trust Co | 4,621 | $931.3K | 0.06% | −282−5.8% | Reduced |
| Ausdal Financial Partners, Inc. | 4,607 | $928.4K | 0.05% | +913+24.7% | Added |
| Venturi Wealth Management, LLC | 4,606 | $928.3K | 0.04% | −2,637−36.4% | Reduced |
| Bridgewater Advisors Inc. | 5,194 | $915.8K | 0.06% | +45+0.9% | Added |