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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 275 | $51.1K | 0.01% | +275 | New |
| Motco | 284 | $52.7K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 286 | $53.1K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 288 | $53.2K | 0.02% | +288 | New |
| Dunhill Financial, LLC | 290 | $53.8K | 0.01% | +1+0.3% | Added |
| Webster Bank, N. A. | 297 | $55.1K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 298 | $55.3K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $55.7K | 0.00% | −12−3.8% | Reduced |
| Chelsea Counsel Co | 300 | $55.7K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 303 | $56.2K | 0.00% | −21−6.5% | Reduced |
| S&T Bank | 305 | $56.6K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 305 | $57.0K | 0.00% | +65+27.1% | Added |
| HighMark Wealth Management LLC | 308 | $57.1K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 313 | $58.1K | 0.02% | −184−37.0% | Reduced |
| Glen Eagle Advisors, LLC | 325 | $60.4K | 0.01% | +12+3.8% | Added |
| Tompkins Financial Corp | 327 | $60.7K | 0.00% | +78+31.3% | Added |
| Sound Income Strategies, LLC | 333 | $60.7K | 0.00% | +10+3.1% | Added |
| WPG Advisers, LLC | 328 | $60.9K | 0.05% | −168−33.9% | Reduced |
| Princeton Global Asset Management LLC | 331 | $61.4K | 0.01% | −7,899−96.0% | Reduced |
| Dougherty Wealth Advisers LLC | 334 | $62.0K | 0.04% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 341 | $63.3K | 0.01% | +341 | New |
| ORG Partners LLC | 348 | $64.6K | 0.01% | +37+11.9% | Added |
| Aventura Private Wealth, LLC | 351 | $65.1K | 0.02% | −20−5.4% | Reduced |
| Purpose Unlimited Inc. | 354 | $65.7K | 0.00% | +354 | New |
| Raleigh Capital Management Inc. | 358 | $66.4K | 0.02% | −11−3.0% | Reduced |
| Silvant Capital Management LLC | 358 | $66.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 362 | $67.2K | 0.01% | +272+302.2% | Added |
| Acumen Wealth Advisors, LLC | 368 | $68.3K | 0.02% | +368 | New |
| Transamerica Financial Advisors, Inc. | 369 | $68.4K | 0.01% | +138+59.7% | Added |
| Nemes Rush Group LLC | 371 | $68.8K | 0.01% | +136+57.9% | Added |
| Geneos Wealth Management Inc. | 373 | $69.2K | 0.00% | +45+13.7% | Added |
| Cornerstone National Bank & Trust Co | 375 | $69.6K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 380 | $70.5K | 0.02% | +129+51.4% | Added |
| Caldwell Sutter Capital, Inc. | 382 | $70.9K | 0.03% | +65+20.5% | Added |
| South State Corp. | 385 | $71.4K | 0.00% | +84+27.9% | Added |
| DAGCO, Inc. | 398 | $73.9K | 0.02% | +15+3.9% | Added |
| Minot DeBlois Advisors LLC | 400 | $74.2K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $74.2K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 405 | $75.1K | 0.02% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 406 | $75.3K | 0.03% | +406 | New |
| New England Capital Financial Advisors LLC | 408 | $75.6K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 410 | $76.1K | 0.03% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 415 | $77.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 422 | $78.4K | 0.04% | −22−5.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 423 | $78.5K | 0.01% | −277−39.6% | Reduced |
| Kozak & Associates, Inc. | 427 | $79.3K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 429 | $79.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 439 | $81.4K | 0.01% | +164+59.6% | Added |
| Richardson Financial Services Inc. | 406 | $82.9K | 0.05% | −1−0.2% | Reduced |
| Maseco LLP | 448 | $83.2K | 0.00% | +448 | New |
| Islay Capital Management, LLC | 450 | $83.5K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 453 | $84.0K | 0.05% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 458 | $85.0K | 0.09% | +458 | New |
| Salomon & Ludwin, LLC | 456 | $85.4K | 0.01% | +14+3.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 465 | $86.3K | 0.03% | +2+0.4% | Added |
| Harbor Investment Advisory, LLC | 474 | $87.9K | 0.01% | +15+3.3% | Added |
| SBI Securities Co., Ltd. | 476 | $88.3K | 0.00% | +16+3.5% | Added |
| Reflection Asset Management | 479 | $88.9K | 0.06% | +479 | New |
| Anchor Investment Management, LLC | 529 | $98.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 534 | $99.0K | 0.01% | −89−14.3% | Reduced |
| USA Financial Portformulas Corp | 536 | $99.4K | 0.02% | −1,407−72.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 539 | $99.9K | 0.14% | −22−3.9% | Reduced |
| Johnson Financial Group, Inc. | 543 | $100.7K | 0.00% | −20−3.6% | Reduced |
| Manning & Napier Advisors LLC | 548 | $101.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 559 | $103.7K | 0.01% | +559 | New |
| Colonial Trust Co | 560 | $103.9K | 0.01% | −922−62.2% | Reduced |
| Caden Capital Partners, LP | 561 | $104.1K | 0.23% | +561 | New |
| REAP Financial Group, LLC | 568 | $105.3K | 0.02% | +90+18.8% | Added |
| Union Savings Bank | 569 | $105.6K | 0.05% | +569 | New |
| Leonteq Securities AG | 582 | $108.0K | 0.01% | −2,506−81.2% | Reduced |
| Bruce G. Allen Investments, LLC | 583 | $108.2K | 0.07% | −156−21.1% | Reduced |
| Atlantic Trust, LLC | 593 | $110.0K | 0.02% | −247−29.4% | Reduced |
| Washington Trust Advisors, Inc. | 598 | $110.9K | 0.01% | +9+1.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $113.2K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 611 | $113.4K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 622 | $115.5K | 0.07% | +622 | New |
| HHM Wealth Advisors, LLC | 666 | $123.6K | 0.01% | −334−33.4% | Reduced |
| Pacific Center for Financial Services | 615 | $123.9K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 700 | $129.9K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 700 | $130.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 721 | $133.8K | 0.02% | −75−9.4% | Reduced |
| eCIO, Inc. | 724 | $134.3K | 0.06% | +724 | New |
| Clear Street Markets LLC | 728 | $135.1K | 0.02% | −119−14.0% | Reduced |
| Park Place Capital Corp | 745 | $138.2K | 0.03% | +148+24.8% | Added |
| Central Trust Co | 775 | $143.7K | 0.00% | −557−41.8% | Reduced |
| Clayton Financial Group LLC | 791 | $146.7K | 0.07% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 800 | $148.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 830 | $154.0K | 0.01% | +205+32.8% | Added |
| Spire Wealth Management | 831 | $154.2K | 0.01% | −8,170−90.8% | Reduced |
| Osterweis Capital Management Inc | 841 | $156.0K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 883 | $163.8K | 0.03% | +883 | New |
| Quarry LP | 902 | $167.3K | 0.03% | +577+177.5% | Added |
| CVA Family Office, LLC | 946 | $175.5K | 0.02% | −20−2.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 948 | $175.9K | 0.01% | +948 | New |
| ORG Wealth Partners, LLC | 959 | $177.9K | 0.04% | −450−31.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 968 | $179.6K | 0.02% | +548+130.5% | Added |
| Bogart Wealth, LLC | 976 | $181.1K | 0.01% | +6+0.6% | Added |
| Horizon Bancorp Inc | 988 | $183.0K | 0.09% | −71−6.7% | Reduced |
| Paradigm Asset Management Co LLC | 1,000 | $185.5K | 0.04% | −100−9.1% | Reduced |
| MV Capital Management, Inc. | 1,023 | $189.8K | 0.02% | +3+0.3% | Added |