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 |
|---|---|---|---|---|---|
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −46,118−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −39,664−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −39,154−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −32,841−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −29,967−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −28,044−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −22,044−100.0% | Sold out |
| Bancreek Capital Management, LP | 0 | $0 | 0.00% | −16,522−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −15,539−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| BLI - Banque de Luxembourg Investments | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −11,945−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,447−100.0% | Sold out |
| Louisbourg Investments Inc. | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −10,405−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −8,834−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,936−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −7,374−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −5,928−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −5,091−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −4,996−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −4,986−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| BAM Wealth Management, LLC | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| Schear Investment Advisers, LLC | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| Cadinha & Co LLC | 0 | $0 | 0.00% | −2,925−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Fogel Capital Management, Inc. | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Spectrum Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Terril Brothers, Inc. | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Opus Capital Group, LLC | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| Lockerman Financial Group, Inc. | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −1,647−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Capital Management Corp | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Mills Wealth Advisors LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Trueblood Wealth Management, LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Ballast, Inc. | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Dempze Nancy E | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −1,178−100.0% | Sold out |
| Thomasville National Bank | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| Alteri Wealth LLC | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Schulz Wealth, LTD. | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Sunflower Bank, N.A. | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Pines Wealth Management, LLC | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Fiduciary Wealth Partners, LLC | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Members Wealth LLC | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |