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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 55 | $10.2K | 0.00% | +13+31.0% | Added |
| Richards, Merrill & Peterson, Inc. | 59 | $10.9K | 0.00% | +59 | New |
| Reyes Financial Architecture, Inc. | 60 | $11.1K | 0.01% | +60 | New |
| Osbon Capital Management LLC | 61 | $11.3K | 0.01% | +61 | New |
| Pflug Koory, LLC | 61 | $11.3K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $11.5K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 65 | $12.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 66 | $12.2K | 0.00% | +45+214.3% | Added |
| American National Bank | 67 | $12.4K | 0.00% | +34+103.0% | Added |
| Abound Wealth Management | 70 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 70 | $13.0K | 0.01% | +70 | New |
| Avion Wealth | 73 | $13.0K | 0.00% | −9−11.0% | Reduced |
| 1248 Management, LLC | 72 | $13.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 72 | $13.4K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 73 | $13.5K | 0.01% | −21−22.3% | Reduced |
| IMG Wealth Management, Inc. | 74 | $13.7K | 0.01% | +19+34.5% | Added |
| Kilter Group LLC | 74 | $13.7K | 0.01% | +34+85.0% | Added |
| Greenline Wealth Management LLC | 75 | $13.9K | 0.01% | +75 | New |
| Align Financial, LLC | 13,914 | $13.9K | 0.01% | +13,914 | New |
| Ogorek Anthony Joseph | 79 | $14.0K | 0.00% | −14−15.1% | Reduced |
| Aspect Partners, LLC | 76 | $14.1K | 0.01% | +5+7.0% | Added |
| Highline Wealth Partners LLC | 76 | $14.1K | 0.00% | +35+85.4% | Added |
| Signature Equity Partners, LLC | 78 | $14.4K | 0.01% | +78 | New |
| Boreal Capital Management LLC | 83 | $15.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 85 | $15.8K | 0.00% | +7+9.0% | Added |
| McGuire Capital Advisors Inc | 89 | $16.5K | 0.01% | +89 | New |
| Moisand Fitzgerald Tamayo, LLC | 89 | $16.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 90 | $16.7K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 90 | $16.7K | 0.00% | +16+21.6% | Added |
| Lloyd Advisory Services, LLC. | 91 | $16.9K | 0.01% | +91 | New |
| Raffa Wealth Management, LLC | 92 | $17.1K | 0.00% | +43+87.8% | Added |
| Truvestments Capital LLC | 93 | $17.3K | 0.00% | +5+5.7% | Added |
| WealthCollab, LLC | 95 | $17.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $18.5K | 0.00% | −67−40.1% | Reduced |
| Colonial Trust Advisors | 100 | $18.6K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $18.6K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 102 | $18.9K | 0.02% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 103 | $19.0K | 0.01% | +103 | New |
| Legacy Wealth Managment, LLC | 103 | $19.1K | 0.01% | +85+472.2% | Added |
| Cape Investment Advisory, Inc. | 103 | $19.1K | 0.01% | +103 | New |
| Howard Hughes Medical Institute | 106 | $19.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 107 | $19.9K | 0.00% | +16+17.6% | Added |
| Key Financial Inc | 111 | $20.6K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 112 | $20.8K | 0.00% | −1,105−90.8% | Reduced |
| Meeder Asset Management Inc | 114 | $21.1K | 0.00% | +1+0.9% | Added |
| Entrust Financial LLC | 116 | $21.5K | 0.02% | +116 | New |
| Fortitude Family Office, LLC | 118 | $21.9K | 0.01% | −135−53.4% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 125 | $23.0K | 0.00% | +82+190.7% | Added |
| LRI Investments, LLC | 125 | $23.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 129 | $23.9K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 130 | $24.1K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 135 | $25.0K | 0.01% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 135 | $25.0K | 0.02% | +135 | New |
| SHP Wealth Management | 138 | $25.7K | 0.00% | +138 | New |
| Kerr Financial Planning Corp | 141 | $26.7K | 0.04% | −9−6.0% | Reduced |
| Golden State Wealth Management, LLC | 146 | $27.3K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 148 | $27.5K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 151 | $28.0K | 0.00% | +151 | New |
| Bell Investment Advisors, Inc | 154 | $28.6K | 0.00% | −38−19.8% | Reduced |
| Pinnacle Bancorp, Inc. | 155 | $28.8K | 0.01% | +33+27.0% | Added |
| City Holding Co | 157 | $29.1K | 0.00% | +157 | New |
| Swiss Re Ltd | 159 | $29.5K | 0.00% | +159 | New |
| Canton Hathaway, LLC | 164 | $30.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 172 | $31.9K | 0.02% | −240−58.3% | Reduced |
| Capital Analysts, LLC | 171 | $32.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 180 | $33.4K | 0.00% | −12−6.3% | Reduced |
| Asset Dedication, LLC | 180 | $33.4K | 0.00% | +26+16.9% | Added |
| Bayban | 181 | $33.6K | 0.03% | +181 | New |
| Frazier Financial Advisors, LLC | 181 | $33.6K | 0.02% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 183 | $33.9K | 0.01% | +183 | New |
| Rogco, LP | 183 | $34.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 185 | $34.3K | 0.01% | −31−14.4% | Reduced |
| Oakworth Capital, Inc. | 186 | $34.5K | 0.00% | +101+118.8% | Added |
| First Pacific Financial | 189 | $35.0K | 0.00% | +1+0.5% | Added |
| Stone House Investment Management, LLC | 190 | $35.2K | 0.01% | −10−5.0% | Reduced |
| Navalign, LLC | 191 | $35.5K | 0.01% | +191 | New |
| Clean Yield Group | 193 | $35.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 195 | $36.2K | 0.01% | +195 | New |
| Sankala Group LLC | 199 | $37.2K | 0.03% | +199 | New |
| CBIZ Investment Advisory Services, LLC | 201 | $37.3K | 0.00% | +126+168.0% | Added |
| Loomis Sayles & Co L P | 202 | $37.5K | 0.00% | −7−3.3% | Reduced |
| Activest Wealth Management | 204 | $37.8K | 0.01% | +193+1,754.5% | Added |
| Covestor Ltd | 206 | $38.0K | 0.02% | −22−9.6% | Reduced |
| Hanson & Doremus Investment Management | 206 | $38.0K | 0.00% | −8−3.7% | Reduced |
| Bangor Savings Bank | 206 | $38.2K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 219 | $40.6K | 0.00% | +219 | New |
| Rialto Wealth Management, LLC | 223 | $41.4K | 0.01% | +212+1,927.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 243 | $45.1K | 0.01% | +243 | New |
| Westside Investment Management, Inc. | 251 | $45.8K | 0.01% | +3+1.2% | Added |
| Volterra Technologies LP | 249 | $46.2K | 0.05% | +249 | New |
| Trifecta Capital Advisors, LLC | 250 | $46.4K | 0.01% | −39−13.5% | Reduced |
| ZRC Wealth Management, LLC | 252 | $46.8K | 0.02% | −6−2.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 262 | $48.6K | 0.03% | −7−2.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 264 | $49.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 266 | $49.3K | 0.00% | +11+4.3% | Added |
| JFS Wealth Advisors, LLC | 266 | $49.3K | 0.00% | +103+63.2% | Added |
| Cornerstone Planning Group LLC | 277 | $49.4K | 0.01% | −27−8.9% | Reduced |
| J.Safra Asset Management Corp | 267 | $49.5K | 0.00% | +267 | New |
| Migdal Insurance & Financial Holdings Ltd. | 273 | $51.0K | 0.00% | +273 | New |