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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, Q4 2025

Institutional positions in Marsh & McLennan Companies, Inc. as of Dec 31, 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
1,594
+51 vs. Q3 2025
Shares held
435.8M
+3.70M (+0.9%) vs. Q3 2025
Total value
$80.9B
−$6.18B (−7.1%) vs. Q3 2025
New holders
219
527 more added
Sold out
168
644 more reduced

33 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,594 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ4 2025: $80.9B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2025.

Institutions holding MRSH in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winnow Wealth LLC1$1860.00%−11−91.7%Reduced
Y.D. More Investments Ltd353$2050.00%−39−9.9%Reduced
Elevated Capital Advisors, LLC2$3710.00%+2New
Portfolio Resources Advisor Group, Inc.2$3710.00%+2New
NorthAvenue LLC2$3720.00%+2New
Evolution Wealth Management Inc.3$5570.00%+3New
E Fund Management (Hong Kong) Co., Ltd.3$5650.00%00.0%Unchanged
West Branch Capital LLC4$7430.00%−57−93.4%Reduced
Chilton Capital Management LLC4$7430.00%+4New
Seneschal Advisors, LLC5$9280.00%00.0%Unchanged
HFM Investment Advisors, LLC5$9280.00%00.0%Unchanged
Tucker Asset Management LLC5$9280.00%+5New
Benson Wealth Management INC5$9280.00%+5New
Anfield Capital Management, LLC6$1.11K0.00%00.0%Unchanged
Davis Capital Management6$1.11K0.00%+1+20.0%Added
DecisionPoint Financial, LLC6$1.11K0.00%00.0%Unchanged
Breakwater Investment Management6$1.11K0.00%+4+200.0%Added
Marquette Asset Management, LLC7$1.30K0.00%−46−86.8%Reduced
Networth Advisors, LLC7$1.30K0.00%+7New
Whipplewood Advisors, LLC8$1.48K0.00%+8New
Quaker Wealth Management, LLC8$1.49K0.00%+3+60.0%Added
Rakuten Securities, Inc.9$1.67K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC9$1.67K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.9$1.67K0.00%+9New
Monetary Solutions, Ltd9$1.67K0.00%+9New
BankPlus Trust Department10$1.85K0.00%00.0%Unchanged
Merited Wealth, LLC10$1.85K0.00%+10New
POM Investment Strategies, LLC10$1.86K0.00%00.0%Unchanged
Asset Planning,Inc12$2.23K0.00%00.0%Unchanged
American Capital Advisory, LLC12$2.23K0.00%+2+20.0%Added
NVWM, LLC13$2.41K0.00%−119−90.2%Reduced
MTM Investment Management, LLC13$2.41K0.00%00.0%Unchanged
Corsicana & Co.14$2.60K0.00%00.0%Unchanged
Imprint Wealth LLC15$2.78K0.01%+15New
Archer Investment Corp16$2.97K0.00%00.0%Unchanged
WestEnd Advisors, LLC16$2.97K0.00%+4+33.3%Added
Bradley & Co. Private Wealth Management, LLC19$3.52K0.00%00.0%Unchanged
Bare Financial Services, Inc19$3.52K0.00%−23−54.8%Reduced
YANKCOM Partnership19$3.52K0.00%+19New
Prudent Man Investment Management, Inc.19$3.52K0.00%+19New
Global Wealth Strategies & Associates19$3.56K0.00%−8−29.6%Reduced
Pacifica Partners Inc.20$3.65K0.00%00.0%Unchanged
First Command Advisory Services, Inc.20$3.71K0.00%+9+81.8%Added
United Financial Planning Group LLC20$3.71K0.00%+20New
Strive Financial Group ,LLC20$3.71K0.00%+20New
Wolff Wiese Magana LLC20$3.71K0.00%00.0%Unchanged
Quattro Advisors LLC20$3.74K0.00%+20New
Sunrise Financial Services, LLC22$4.08K0.00%+22New
Private Wealth Management Group, LLC23$4.27K0.00%−86−78.9%Reduced
Creative Financial Designs Inc23$4.27K0.00%−23−50.0%Reduced
PayPay Securities Corp23$4.27K0.13%+4+21.1%Added
Torren Management, LLC23$4.27K0.00%+23New
Provenance Wealth Advisors, LLC24$4.45K0.00%00.0%Unchanged
Clark Wealth Partners24$4.45K0.00%00.0%Unchanged
Valued Wealth Advisors LLC26$4.89K0.00%−9−25.7%Reduced
Cedar Mountain Advisors, LLC27$5.01K0.00%−11−28.9%Reduced
Indiana Trust & Investment Management CO28$5.20K0.00%−123−81.5%Reduced
McIlrath & Eck, LLC29$5.38K0.00%00.0%Unchanged
Tacita Capital Inc29$5.38K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC29$5.38K0.00%+11+61.1%Added
DiNuzzo Private Wealth, Inc.29$5.38K0.00%−3−9.4%Reduced
Tradewinds Capital Management, LLC29$5.38K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$5.57K0.00%+30New
Atomic Invest LLC30$5.59K0.00%+30New
Bay Harbor Wealth Management, LLC32$5.94K0.00%+15+88.2%Added
Measured Wealth Private Client Group, LLC32$5.94K0.00%00.0%Unchanged
Toth Financial Advisory Corp32$5.94K0.00%+7+28.0%Added
Old Point Trust & Financial Services N A32$5.94K0.00%+32New
Capital Advisors, Ltd. LLC35$6.00K0.00%−147−80.8%Reduced
TSFG, LLC35$6.00K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC33$6.12K0.01%00.0%Unchanged
Cornerstone Financial Management LLC33$6.12K0.01%+33New
Dogwood Wealth Management LLC34$6.31K0.00%−125−78.6%Reduced
TFC Financial Management34$6.31K0.00%−2−5.6%Reduced
Optima Capital LLC36$6.68K0.00%+36New
Ransom Advisory, Ltd38$7.05K0.00%+38New
Crews Bank & Trust39$7.24K0.00%00.0%Unchanged
Bullock Wealth Management Group39$7.24K0.00%00.0%Unchanged
BFSG, LLC39$7.24K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.40$7.42K0.00%+38+1,900.0%Added
Westend Capital Management, LLC40$7.42K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC40$7.42K0.00%+40New
SJS Investment Consulting Inc.40$7.42K0.00%−42−51.2%Reduced
Operose Advisors LLC41$7.61K0.00%00.0%Unchanged
Sunbelt Securities, Inc.41$7.61K0.00%+16+64.0%Added
Atwood & Palmer Inc42$7.79K0.00%00.0%Unchanged
Joseph Group Capital Management42$7.79K0.00%+42New
Vision Retirement, LLC42$7.86K0.00%+42New
Red Tortoise LLC43$7.98K0.00%00.0%Unchanged
Prosperity Bancshares Inc43$7.98K0.01%+43New
Guinness Atkinson Asset Management Inc44$8.26K0.00%+44New
Quest 10 Wealth Builders, Inc.45$8.35K0.01%−2−4.3%Reduced
Investors Research Corp45$8.35K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd45$8.35K0.00%00.0%Unchanged
Kingdom Financial Group LLC.48$8.97K0.00%+48New
NCP Inc.50$9.28K0.01%+50New
Steigerwald, Gordon & Koch Inc.51$9.46K0.00%+51New
Cherry Tree Wealth Management, LLC53$9.83K0.00%−69−56.6%Reduced
Miller Global Investments, LLC53$9.83K0.01%+53New
Wealth Watch Advisors, INC54$10.0K0.00%−6−10.0%Reduced