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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 6,778 | $1.26M | 0.18% | −1,075−13.7% | Reduced |
| US Asset Management LLC | 6,778 | $1.26M | 1.03% | −69−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 6,791 | $1.26M | 0.36% | +80+1.2% | Added |
| Fideuram Asset Management (Ireland) dac | 5,394 | $1.26M | 0.10% | +5,394 | New |
| Welch & Forbes LLC | 6,844 | $1.27M | 0.02% | −93−1.3% | Reduced |
| Quantitative Investment Management, LLC | 6,888 | $1.28M | 0.12% | +6,888 | New |
| Essex Financial Services, Inc. | 6,985 | $1.30M | 0.07% | +3,411+95.4% | Added |
| McAdam, LLC | 7,003 | $1.30M | 0.06% | −7−0.1% | Reduced |
| Arkadios Wealth Advisors | 7,037 | $1.31M | 0.03% | −310−4.2% | Reduced |
| NorthStar Asset Management LLC | 7,131 | $1.32M | 0.60% | −170−2.3% | Reduced |
| Capstone Investment Advisors, LLC | 7,156 | $1.33M | 0.01% | +4,719+193.6% | Added |
| GTS Securities LLC | 7,216 | $1.34M | 0.05% | +4,579+173.6% | Added |
| Principal Securities, Inc. | 7,217 | $1.34M | 0.02% | −789−9.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,225 | $1.34M | 0.04% | −105−1.4% | Reduced |
| TCTC Holdings, LLC | 7,247 | $1.34M | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,335 | $1.36M | 0.05% | +1,802+32.6% | Added |
| LS Investment Advisors, LLC | 7,346 | $1.36M | 0.19% | −403−5.2% | Reduced |
| Dover Advisors, LLC | 7,378 | $1.37M | 0.53% | −805−9.8% | Reduced |
| Westerkirk Capital Inc. | 7,410 | $1.37M | 0.13% | −700−8.6% | Reduced |
| Skopos Labs, Inc. | 7,409 | $1.39M | 0.06% | +2,069+38.7% | Added |
| Equitable Trust Co | 7,540 | $1.40M | 0.06% | +1,062+16.4% | Added |
| Icon Wealth Advisors, LLC | 7,594 | $1.41M | 0.09% | −6,114−44.6% | Reduced |
| Stance Capital LLC | 7,610 | $1.41M | 0.52% | +988+14.9% | Added |
| Ameritas Advisory Services, LLC | 7,649 | $1.42M | 0.05% | +6,887+903.8% | Added |
| Lantz Financial LLC | 7,763 | $1.44M | 0.30% | +25+0.3% | Added |
| Perigon Wealth Management, LLC | 7,896 | $1.46M | 0.03% | −5,484−41.0% | Reduced |
| PFG Advisors | 7,953 | $1.48M | 0.07% | −7,282−47.8% | Reduced |
| Evercore Wealth Management, LLC | 8,044 | $1.49M | 0.02% | −45−0.6% | Reduced |
| Farther Finance Advisors, LLC | 8,160 | $1.51M | 0.02% | +1,507+22.7% | Added |
| Dumont & Blake Investment Advisors LLC | 8,197 | $1.52M | 0.37% | +8+0.1% | Added |
| Sumitomo Life Insurance Co | 8,215 | $1.52M | 0.04% | +54+0.7% | Added |
| Courier Capital LLC | 8,281 | $1.54M | 0.09% | −1,592−16.1% | Reduced |
| Ostrum Asset Management | 8,287 | $1.54M | 0.07% | −2,745−24.9% | Reduced |
| Pensionfund Sabic | 8,300 | $1.54M | 0.42% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 8,349 | $1.55M | 0.60% | 00.0% | Unchanged |
| Ledyard National Bank | 8,361 | $1.55M | 0.13% | +676+8.8% | Added |
| First Citizens Bank & Trust Co | 8,373 | $1.55M | 0.03% | +97+1.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,398 | $1.56M | 0.09% | −11,530−57.9% | Reduced |
| Shelton Capital Management | 8,414 | $1.56M | 0.03% | −3,768−30.9% | Reduced |
| Mission Wealth Management, LP | 8,444 | $1.57M | 0.03% | −115−1.3% | Reduced |
| Storen Legacy Partners, LLC | 8,499 | $1.58M | 0.49% | +8,499 | New |
| MASTERINVEST Kapitalanlage GmbH | 8,436 | $1.58M | 0.15% | −205−2.4% | Reduced |
| Moody National Bank Trust Division | 8,574 | $1.59M | 0.15% | −3,644−29.8% | Reduced |
| Bokf, NA | 8,599 | $1.60M | 0.02% | −2,878−25.1% | Reduced |
| Daiwa Securities Group Inc. | 79,977 | $1.60M | 0.01% | +2,247+2.9% | Added |
| Savant Capital, LLC | 8,622 | $1.60M | 0.01% | +1,214+16.4% | Added |
| Smartleaf Asset Management LLC | 8,568 | $1.61M | 0.06% | +8+0.1% | Added |
| Pinebridge Investments LLC | 8,737 | $1.62M | 0.01% | +8,737 | New |
| Regions Financial Corp | 8,815 | $1.64M | 0.01% | −421−4.6% | Reduced |
| WSFS Capital Management, LLC | 8,835 | $1.64M | 0.08% | −642−6.8% | Reduced |
| Hills Bank & Trust Co | 8,840 | $1.64M | 0.10% | −1,650−15.7% | Reduced |
| Tealwood Asset Management Inc | 8,855 | $1.64M | 0.74% | −32−0.4% | Reduced |
| Capital Asset Advisory Services LLC | 8,868 | $1.65M | 0.07% | +1,175+15.3% | Added |
| We Are One Seven, LLC | 8,876 | $1.65M | 0.03% | +2,800+46.1% | Added |
| Grimes & Company, Inc. | 8,883 | $1.65M | 0.04% | +79+0.9% | Added |
| Impact Capital Partners LLC | 8,890 | $1.65M | 0.49% | +305+3.6% | Added |
| Bowen Hanes & Co Inc | 8,911 | $1.65M | 0.04% | −3,250−26.7% | Reduced |
| Inceptionr LLC | 8,985 | $1.67M | 0.46% | +8,985 | New |
| IFP Advisors, Inc | 9,063 | $1.68M | 0.04% | +1,731+23.6% | Added |
| Front Row Advisors LLC | 9,065 | $1.68M | 0.56% | −167−1.8% | Reduced |
| Tounjian Advisory Partners, LLC | 9,078 | $1.68M | 0.57% | +9,078 | New |
| RMR Wealth Builders | 9,113 | $1.69M | 0.14% | +53+0.6% | Added |
| Tema ETFs LLC | 9,117 | $1.69M | 0.13% | −24−0.3% | Reduced |
| Citizens Financial Group Inc | 9,184 | $1.70M | 0.02% | −697−7.1% | Reduced |
| Voleon Capital Management LP | 9,335 | $1.73M | 0.04% | +2,399+34.6% | Added |
| EP Wealth Advisors, LLC | 9,338 | $1.73M | 0.01% | +9,338 | New |
| V-Square Quantitative Management LLC | 9,393 | $1.74M | 0.18% | −1,063−10.2% | Reduced |
| Greenleaf Trust | 9,413 | $1.75M | 0.02% | +578+6.5% | Added |
| Lecap Asset Management Ltd | 9,521 | $1.77M | 0.70% | −5,130−35.0% | Reduced |
| Pictet Bank & Trust Ltd | 9,549 | $1.77M | 2.13% | +1,154+13.7% | Added |
| Equitable Holdings, Inc. | 9,573 | $1.78M | 0.01% | +5,787+152.9% | Added |
| Ballentine Partners, LLC | 9,636 | $1.79M | 0.03% | +256+2.7% | Added |
| Venture Visionary Partners LLC | 9,667 | $1.79M | 0.06% | +2,959+44.1% | Added |
| Ritholtz Wealth Management | 9,843 | $1.83M | 0.03% | −513−5.0% | Reduced |
| Buckingham Strategic Partners | 9,855 | $1.83M | 0.02% | −2,192−18.2% | Reduced |
| Fiduciary Trust Co | 9,901 | $1.84M | 0.02% | −2,002−16.8% | Reduced |
| Syon Capital LLC | 9,959 | $1.85M | 0.09% | +974+10.8% | Added |
| River Wealth Advisors LLC | 9,963 | $1.85M | 0.21% | −2,455−19.8% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.86M | 0.06% | 00.0% | Unchanged |
| Shay Capital LLC | 10,000 | $1.86M | 0.30% | +10,000 | New |
| Wealth Alliance | 10,002 | $1.86M | 0.18% | +120+1.2% | Added |
| Clearstead Advisors, LLC | 10,008 | $1.86M | 0.02% | +864+9.4% | Added |
| Wealthcare Advisory Partners LLC | 10,018 | $1.86M | 0.04% | +22+0.2% | Added |
| Meeder Advisory Services, Inc. | 10,047 | $1.86M | 0.08% | +515+5.4% | Added |
| Chesley Taft & Associates LLC | 10,052 | $1.86M | 0.07% | +4,011+66.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 10,089 | $1.87M | 0.11% | +255+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 10,172 | $1.89M | 0.02% | −38−0.4% | Reduced |
| Kestra Advisory Services, LLC | 10,191 | $1.89M | 0.01% | −1,473−12.6% | Reduced |
| Global Retirement Partners, LLC | 10,212 | $1.89M | 0.03% | +5,225+104.8% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10,370 | $1.92M | 0.07% | +10,370 | New |
| Ashton Thomas Private Wealth, LLC | 10,495 | $1.95M | 0.05% | +314+3.1% | Added |
| Jones Financial Companies LLLP | 10,500 | $1.95M | 0.00% | +960+10.1% | Added |
| HighPoint Advisor Group LLC | 10,523 | $1.95M | 0.04% | −136−1.3% | Reduced |
| Summit Trail Advisors, LLC | 10,526 | $1.95M | 0.03% | −2,945−21.9% | Reduced |
| Summit Financial, LLC | 10,574 | $1.96M | 0.03% | −271−2.5% | Reduced |
| Cincinnati Indemnity Co | 10,596 | $1.97M | 4.93% | +10,596 | New |
| R Squared Ltd | 10,685 | $1.98M | 0.93% | +4,651+77.1% | Added |
| Edgestream Partners, L.P. | 10,702 | $1.99M | 0.06% | −64,714−85.8% | Reduced |
| Vectors Research Management, LLC | 10,908 | $2.02M | 0.62% | −2,363−17.8% | Reduced |
| Pinnacle Associates Ltd | 10,933 | $2.03M | 0.03% | +734+7.2% | Added |