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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 11,183 | $2.07M | 0.08% | −890−7.4% | Reduced |
| HBK Sorce Advisory LLC | 11,327 | $2.10M | 0.05% | −104−0.9% | Reduced |
| Signaturefd, LLC | 11,585 | $2.15M | 0.03% | −336−2.8% | Reduced |
| South Dakota Investment Council | 11,652 | $2.16M | 0.04% | −700−5.7% | Reduced |
| Howland Capital Management LLC | 11,694 | $2.17M | 0.08% | 00.0% | Unchanged |
| TCW Group Inc | 11,883 | $2.20M | 0.02% | +11,883 | New |
| Cambridge Investment Research Advisors, Inc. | 11,887 | $2.21M | 0.01% | −20.0% | Reduced |
| Commerzbank Aktiengesellschaft | 12,038 | $2.23M | 0.05% | +6,379+112.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 12,098 | $2.24M | 0.10% | +12,098 | New |
| Delta Global Management LP | 12,157 | $2.26M | 0.16% | +46+0.4% | Added |
| MAI Capital Management | 12,227 | $2.27M | 0.01% | +4,000+48.6% | Added |
| Nomura Holdings Inc | 12,238 | $2.27M | 0.01% | −409−3.2% | Reduced |
| Argent Trust Co | 12,266 | $2.28M | 0.08% | −3,080−20.1% | Reduced |
| Private Advisor Group, LLC | 12,275 | $2.28M | 0.01% | +249+2.1% | Added |
| Warren Averett Asset Management, LLC | 12,383 | $2.30M | 0.02% | +7,732+166.2% | Added |
| Hohimer Wealth Management, LLC | 12,439 | $2.31M | 0.31% | +12,439 | New |
| RSM US Wealth Management LLC | 12,367 | $2.32M | 0.03% | −489−3.8% | Reduced |
| Coldstream Capital Management Inc | 12,564 | $2.33M | 0.03% | −270−2.1% | Reduced |
| Ashton Thomas Securities, LLC | 12,543 | $2.33M | 0.44% | +8,880+242.4% | Added |
| Kimelman & Baird, LLC | 12,630 | $2.34M | 0.18% | −165−1.3% | Reduced |
| Strategic Investment Advisors | 12,635 | $2.34M | 0.20% | −1,787−12.4% | Reduced |
| Prosperity Consulting Group, LLC | 12,714 | $2.36M | 0.11% | −3,420−21.2% | Reduced |
| Palouse Capital Management, Inc. | 12,857 | $2.39M | 1.53% | +3,332+35.0% | Added |
| CAPROCK Group, Inc. | 12,960 | $2.40M | 0.05% | −2,381−15.5% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 12,976 | $2.41M | 0.56% | +12,976 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 12,988 | $2.41M | 0.16% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 13,029 | $2.42M | 0.00% | +1,505+13.1% | Added |
| Cresset Asset Management, LLC | 13,072 | $2.43M | 0.01% | +1,803+16.0% | Added |
| Sunstone Asset Management, L.P. | 13,132 | $2.44M | 2.39% | +13,132 | New |
| Walleye Capital LLC | 13,138 | $2.44M | 0.01% | +12,374+1,619.6% | Added |
| Quadrant Capital Group LLC | 13,140 | $2.44M | 0.07% | −670−4.9% | Reduced |
| Abc Arbitrage SA | 13,177 | $2.44M | 0.23% | −885−6.3% | Reduced |
| MUFG Securities Americas Inc. | 13,198 | $2.45M | 0.15% | −59−0.4% | Reduced |
| Securian Asset Management, Inc | 13,321 | $2.47M | 0.09% | −10,422−43.9% | Reduced |
| Founders Financial Securities LLC | 13,382 | $2.48M | 0.15% | +3,236+31.9% | Added |
| Bouvel Investment Partners, LLC | 13,651 | $2.53M | 0.73% | +226+1.7% | Added |
| Accurate Wealth Management, LLC | 13,682 | $2.55M | 0.32% | +255+1.9% | Added |
| Axq Capital, LP | 13,767 | $2.55M | 0.58% | +12,284+828.3% | Added |
| Beacon Pointe Advisors, LLC | 13,772 | $2.56M | 0.02% | −4,461−24.5% | Reduced |
| Third View Private Wealth, LLC | 13,775 | $2.56M | 0.34% | +13,775 | New |
| Miracle Mile Advisors, LLC | 13,889 | $2.58M | 0.04% | +251+1.8% | Added |
| Union Heritage Capital, LLC | 14,064 | $2.61M | 0.88% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 14,069 | $2.61M | 0.08% | +389+2.8% | Added |
| Zurich Insurance Group Ltd | 14,200 | $2.63M | 0.02% | +14,200 | New |
| Everence Capital Management Inc | 14,208 | $2.64M | 0.16% | −2,112−12.9% | Reduced |
| United Capital Financial Advisers, LLC | 14,229 | $2.64M | 0.02% | +886+6.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,311 | $2.65M | 0.01% | −61,364−81.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 14,418 | $2.67M | 0.15% | −6,880−32.3% | Reduced |
| Kingsview Wealth Management, LLC | 14,426 | $2.68M | 0.04% | −587−3.9% | Reduced |
| HB Wealth Management, LLC | 14,489 | $2.69M | 0.02% | +468+3.3% | Added |
| Ascent Group, LLC | 14,661 | $2.72M | 0.09% | −3,985−21.4% | Reduced |
| Univest Financial Corp | 14,668 | $2.72M | 0.14% | −2,401−14.1% | Reduced |
| Kestra Private Wealth Services, LLC | 14,689 | $2.73M | 0.03% | −2,079−12.4% | Reduced |
| Kinneret Advisory, LLC | 14,940 | $2.77M | 0.23% | −409−2.7% | Reduced |
| Transcend Wealth Collective, LLC | 14,976 | $2.78M | 0.22% | −2,136−12.5% | Reduced |
| Mechanics Bank Trust Department | 15,033 | $2.79M | 0.37% | −1,380−8.4% | Reduced |
| Dark Forest Capital Management LP | 15,066 | $2.80M | 0.13% | +8,264+121.5% | Added |
| DRW Securities, LLC | 15,168 | $2.81M | 0.21% | −3,883−20.4% | Reduced |
| Lighthouse Investment Partners, LLC | 15,448 | $2.87M | 0.10% | −8,797−36.3% | Reduced |
| Resources Investment Advisors, LLC. | 15,466 | $2.87M | 0.03% | −173−1.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,533 | $2.88M | 0.02% | −10,071−39.3% | Reduced |
| American Trust | 15,614 | $2.90M | 0.24% | −238−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,653 | $2.90M | 0.03% | −16−0.1% | Reduced |
| NewEdge Wealth, LLC | 15,905 | $2.95M | 0.03% | +2,285+16.8% | Added |
| Bridgefront Capital, LLC | 16,070 | $2.98M | 0.75% | +10,307+178.8% | Added |
| Oak Thistle LLC | 16,107 | $2.99M | 0.42% | +14,617+981.0% | Added |
| Tiaa Trust, National Association | 16,191 | $3.00M | 0.01% | −250−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,200 | $3.01M | 0.14% | +16,200 | New |
| Park Avenue Securities LLC | 16,207 | $3.01M | 0.03% | −970−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 16,221 | $3.01M | 0.03% | −1,143−6.6% | Reduced |
| Exchange Traded Concepts, LLC | 16,250 | $3.01M | 0.03% | −6,716−29.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,287 | $3.02M | 0.10% | +1,035+6.8% | Added |
| Heritage Trust Co | 16,349 | $3.03M | 0.31% | +1,180+7.8% | Added |
| Phoenix Holdings Ltd. | 16,437 | $3.05M | 0.03% | −4,484−21.4% | Reduced |
| Empirical Finance, LLC | 16,679 | $3.09M | 0.15% | −738−4.2% | Reduced |
| Pensionmark Financial Group, LLC | 16,712 | $3.10M | 0.05% | −2,020−10.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,814 | $3.12M | 0.13% | +800+5.0% | Added |
| Plato Investment Management Ltd | 16,779 | $3.13M | 0.20% | 00.0% | Unchanged |
| Hancock Whitney Corp | 16,870 | $3.13M | 0.06% | −103,894−86.0% | Reduced |
| North Dakota State Investment Board | 16,928 | $3.14M | 0.12% | +16,928 | New |
| Viking Fund Management LLC | 17,000 | $3.15M | 0.37% | +17,000 | New |
| E. Ohman J:or Asset Management AB | 17,021 | $3.16M | 0.07% | −3,816−18.3% | Reduced |
| Sequoia Financial Advisors, LLC | 17,085 | $3.17M | 0.02% | −702−3.9% | Reduced |
| Becker Capital Management Inc | 17,111 | $3.17M | 0.09% | −213−1.2% | Reduced |
| XTX Topco Ltd | 17,311 | $3.21M | 0.08% | +11,497+197.7% | Added |
| Dakota Wealth Management | 17,354 | $3.22M | 0.06% | +14,575+524.5% | Added |
| Aigen Investment Management, LP | 17,425 | $3.23M | 0.75% | +17,425 | New |
| Evelyn Partners Investment Management LLP | 17,495 | $3.25M | 0.09% | −335−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 17,500 | $3.25M | 0.06% | +1,269+7.8% | Added |
| PEAK6 LLC | 17,516 | $3.25M | 0.09% | +17,516 | New |
| Essex LLC | 17,613 | $3.27M | 0.58% | −417−2.3% | Reduced |
| Omers Administration Corp | 17,660 | $3.28M | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 17,805 | $3.30M | 0.06% | +3,486+24.3% | Added |
| Bessemer Group Inc | 18,242 | $3.38M | 0.01% | −1,564−7.9% | Reduced |
| Brentview Investment Management LLC | 18,363 | $3.41M | 1.54% | +56+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 18,425 | $3.42M | 0.18% | −533−2.8% | Reduced |
| Vident Advisory, LLC | 18,916 | $3.51M | 0.03% | −1,662−8.1% | Reduced |
| Laird Norton Trust Company, LLC | 18,968 | $3.52M | 0.07% | +18,968 | New |
| Suncoast Equity Management | 19,220 | $3.57M | 0.36% | −605−3.1% | Reduced |
| Yacktman Asset Management LP | 19,280 | $3.58M | 0.05% | +1,935+11.2% | Added |