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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 4,527 | $912.3K | 0.24% | −40−0.9% | Reduced |
| Midwest Trust Co | 4,517 | $910.3K | 0.01% | +501+12.5% | Added |
| D.A. Davidson & Co. | 4,514 | $909.8K | 0.01% | +54+1.2% | Added |
| AlphaCore Capital LLC | 4,494 | $905.7K | 0.03% | −617−12.1% | Reduced |
| TBH Global Asset Management, LLC | 4,491 | $905.1K | 0.18% | +990+28.3% | Added |
| Rossby Financial, LCC | 4,489 | $903.6K | 0.30% | +340+8.2% | Added |
| Sowell Financial Services LLC | 4,473 | $901.4K | 0.03% | −195−4.2% | Reduced |
| Pitcairn Co | 4,435 | $893.8K | 0.07% | −5,806−56.7% | Reduced |
| BAM Wealth Management, LLC | 4,428 | $892.4K | 0.69% | +4,428 | New |
| Connecticut Wealth Management, LLC | 4,385 | $883.7K | 0.04% | −164−3.6% | Reduced |
| Longfellow Investment Management Co LLC | 4,378 | $882.3K | 0.21% | +4,361+25,652.9% | Added |
| Tower Trust & Investment Co | 4,313 | $869.1K | 0.59% | −24−0.6% | Reduced |
| Cito Capital Group, LLC | 4,300 | $867.0K | 0.25% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,296 | $865.8K | 0.09% | −87−2.0% | Reduced |
| Western Wealth Management, LLC | 4,291 | $864.8K | 0.05% | −85−1.9% | Reduced |
| Forum Financial Management, LP | 4,278 | $862.1K | 0.01% | +686+19.1% | Added |
| LGT Fund Management Co Ltd. | 4,264 | $858.3K | 0.07% | +710+20.0% | Added |
| KG&L Capital Management,LLC | 4,239 | $854.3K | 0.23% | +4,239 | New |
| Marshall Financial Group LLC | 4,231 | $852.7K | 0.17% | +287+7.3% | Added |
| GM Advisory Group, Inc. | 4,178 | $842.0K | 0.04% | −36−0.9% | Reduced |
| PDS Planning, Inc | 4,171 | $840.7K | 0.06% | −518−11.0% | Reduced |
| Mattern Capital Management, LLC | 4,164 | $839.2K | 0.10% | +862+26.1% | Added |
| Massmutual Trust Co FSB | 4,160 | $838.4K | 0.02% | +43+1.0% | Added |
| PUREfi Wealth, LLC | 4,155 | $837.4K | 0.64% | +249+6.4% | Added |
| Integrated Wealth Concepts LLC | 4,148 | $836.0K | 0.01% | +968+30.4% | Added |
| Mutual Advisors, LLC | 4,425 | $832.2K | 0.02% | +738+20.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,127 | $831.7K | 0.06% | −933−18.4% | Reduced |
| Bayesian Capital Management, LP | 4,100 | $826.3K | 0.17% | +4,100 | New |
| Armis Advisers, LLC | 4,487 | $821.2K | 0.08% | −393−8.1% | Reduced |
| Wingate Wealth Advisors, Inc. | 4,040 | $814.2K | 0.56% | +18+0.4% | Added |
| Mma Asset Management LLC | 4,013 | $808.7K | 0.27% | +113+2.9% | Added |
| James Hambro & Partners | 3,953 | $796.6K | 0.03% | +1,627+69.9% | Added |
| Novem Group | 3,952 | $796.5K | 0.09% | +187+5.0% | Added |
| SFMG, LLC | 3,951 | $796.2K | 0.06% | −10.0% | Reduced |
| VeraBank, N.A. | 3,945 | $795.0K | 0.15% | −200−4.8% | Reduced |
| Coastal Bridge Advisors, LLC | 3,938 | $793.6K | 0.06% | −153−3.7% | Reduced |
| Essex Investment Management Co LLC | 3,933 | $792.6K | 0.12% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 3,931 | $792.2K | 0.32% | −44−1.1% | Reduced |
| Caldwell Trust Co | 3,927 | $791.4K | 0.07% | +311+8.6% | Added |
| AMG National Trust Bank | 3,919 | $789.8K | 0.02% | −146−3.6% | Reduced |
| TrueMark Investments, LLC | 3,912 | $788.4K | 0.14% | +2,060+111.2% | Added |
| Parisi Gray Wealth Management | 3,882 | $782.3K | 0.20% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,851 | $776.1K | 0.10% | +3,851 | New |
| SWMG, LLC | 4,114 | $773.8K | 0.23% | +1,064+34.9% | Added |
| Aries Wealth Management | 3,833 | $772.5K | 0.18% | −4−0.1% | Reduced |
| Matauro, LLC | 3,808 | $767.4K | 0.12% | −930−19.6% | Reduced |
| Howard Capital Management Inc. | 3,793 | $764.4K | 0.01% | +104+2.8% | Added |
| Equitable Holdings, Inc. | 3,786 | $763.0K | 0.01% | +291+8.3% | Added |
| Level Four Advisory Services, LLC | 3,783 | $762.5K | 0.03% | +301+8.6% | Added |
| Sage Mountain Advisors LLC | 3,773 | $760.4K | 0.04% | −576−13.2% | Reduced |
| Quotient Wealth Partners, LLC | 3,763 | $758.4K | 0.02% | +387+11.5% | Added |
| Matthew Goff Investment Advisor, LLC | 3,761 | $758.0K | 0.13% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,756 | $757.0K | 0.22% | −88−2.3% | Reduced |
| Aaron Wealth Advisors | 3,718 | $749.3K | 0.05% | +498+15.5% | Added |
| Allred Capital Management, LLC | 3,710 | $747.8K | 0.26% | −31−0.8% | Reduced |
| Qtron Investments LLC | 3,706 | $746.9K | 0.09% | −5,164−58.2% | Reduced |
| Pallas Capital Advisors LLC | 3,679 | $741.4K | 0.03% | +1,294+54.3% | Added |
| Shira Ridge Wealth Management | 3,669 | $739.4K | 0.31% | +3+0.1% | Added |
| Weiss Asset Management LP | 3,658 | $737.2K | 0.01% | +3,658 | New |
| Manchester Capital Management LLC | 3,657 | $737.0K | 0.10% | −1,214−24.9% | Reduced |
| Ashton Thomas Securities, LLC | 3,663 | $736.0K | 0.10% | +63+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,640 | $733.5K | 0.09% | −165−4.3% | Reduced |
| Empower Advisory Group, LLC | 3,639 | $733.4K | 0.00% | −58−1.6% | Reduced |
| Advance Capital Management, Inc. | 3,638 | $733.2K | 0.03% | −768−17.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,631 | $731.8K | 0.18% | −1,680−31.6% | Reduced |
| David Loasby | 3,587 | $731.2K | 0.06% | +666+22.8% | Added |
| Westpac Banking Corp | 3,614 | $728.3K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,610 | $727.6K | 0.02% | +410+12.8% | Added |
| Nicolet Bankshares Inc | 3,605 | $726.5K | 0.12% | −107−2.9% | Reduced |
| Contravisory Investment Management, Inc. | 3,603 | $726.1K | 0.14% | −28−0.8% | Reduced |
| Thrive Wealth Management, LLC | 3,601 | $725.8K | 0.11% | +382+11.9% | Added |
| Vista Investment Partners LLC | 3,600 | $725.5K | 0.20% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,574 | $720.3K | 0.04% | −2,874−44.6% | Reduced |
| Delta Investment Management, LLC | 3,503 | $705.9K | 0.13% | +517+17.3% | Added |
| Noesis Capital Mangement Corp | 3,500 | $705.4K | 0.11% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,462 | $697.8K | 0.01% | −204−5.6% | Reduced |
| Strategic Blueprint, LLC | 3,453 | $695.9K | 0.03% | +33+1.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,402 | $685.6K | 0.06% | +1,313+62.9% | Added |
| NorthCrest Asset Manangement, LLC | 3,339 | $680.6K | 0.02% | +1,446+76.4% | Added |
| Buckley Wealth Management, LLC | 3,375 | $680.2K | 0.19% | −104−3.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $671.8K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,270 | $659.0K | 0.02% | −125−3.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,259 | $656.8K | 0.01% | −45−1.4% | Reduced |
| Schear Investment Advisers, LLC | 3,256 | $656.2K | 0.29% | −65−2.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $653.8K | 0.07% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,239 | $652.8K | 0.15% | +14+0.4% | Added |
| Parvin Asset Management, LLC | 3,230 | $650.9K | 0.58% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,222 | $649.3K | 0.01% | +96+3.1% | Added |
| Permanent Capital Management, LP | 3,220 | $648.9K | 0.12% | +3,220 | New |
| Gryphon Financial Partners LLC | 3,204 | $645.6K | 0.07% | +217+7.3% | Added |
| Duncker Streett & Co Inc | 3,200 | $644.9K | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,182 | $641.2K | 0.10% | +391+14.0% | Added |
| Portland Global Advisors LLC | 3,165 | $637.8K | 0.07% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,150 | $634.8K | 0.08% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,147 | $634.2K | 0.37% | −55−1.7% | Reduced |
| Missouri Trust & Investment Co | 3,140 | $632.8K | 0.19% | −115−3.5% | Reduced |
| Frank, Rimerman Advisors LLC | 3,137 | $632.2K | 0.04% | −258−7.6% | Reduced |
| Coign Capital Advisors LLC | 3,102 | $625.1K | 0.34% | +333+12.0% | Added |
| Vicus Capital | 3,092 | $623.0K | 0.05% | +43+1.4% | Added |
| White Pine Investment CO | 3,093 | $623.0K | 0.15% | −148−4.6% | Reduced |