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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,039 | $192.8K | 0.02% | +339+48.4% | Added |
| Flagship Harbor Advisors, LLC | 1,044 | $193.8K | 0.01% | −182−14.8% | Reduced |
| Baron Wealth Management LLC | 1,081 | $200.5K | 0.06% | −142−11.6% | Reduced |
| Five Oceans Advisors | 1,092 | $202.6K | 0.07% | −70−6.0% | Reduced |
| Tandem Investment Advisors, Inc. | 1,096 | $203.3K | 0.01% | +1,096 | New |
| Biltmore Family Office, LLC | 1,097 | $203.5K | 0.03% | +1,097 | New |
| Burke & Herbert Bank & Trust Co | 1,097 | $203.5K | 0.06% | +1,097 | New |
| Bulltick Wealth Management, LLC | 1,102 | $204.4K | 0.04% | +1,102 | New |
| Red Door Wealth Management, LLC | 1,105 | $205.0K | 0.02% | −8−0.7% | Reduced |
| Atala Financial Inc | 1,281 | $205.1K | 0.13% | −10−0.8% | Reduced |
| Asset Allocation & Management Company, LLC | 1,111 | $206.0K | 0.08% | 00.0% | Unchanged |
| Vantus Wealth LLC | 1,121 | $208.0K | 0.15% | +1,121 | New |
| Perpetual Ltd | 1,122 | $208.2K | 0.00% | +1,122 | New |
| Kingswood Wealth Advisors, LLC | 1,126 | $208.9K | 0.01% | −143−11.3% | Reduced |
| Angeles Wealth Management, LLC | 1,126 | $208.9K | 0.01% | +1,126 | New |
| Resources Management Corp | 1,125 | $209.0K | 0.03% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,127 | $209.0K | 0.01% | −72−6.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,130 | $209.6K | 0.01% | −150−11.7% | Reduced |
| Trust Co of Vermont | 1,130 | $209.6K | 0.01% | −143−11.2% | Reduced |
| Grove Bank & Trust | 1,132 | $210.0K | 0.02% | −53−4.5% | Reduced |
| AlphaGrep UK Ltd | 1,135 | $210.6K | 0.07% | +1,135 | New |
| Wesbanco Bank Inc | 1,136 | $210.8K | 0.01% | −404−26.2% | Reduced |
| Waddell & Associates, LLC | 1,139 | $211.3K | 0.01% | +1,139 | New |
| Sound View Wealth Advisors Group, LLC | 1,139 | $211.3K | 0.01% | +1,139 | New |
| Nations Financial Group Inc, | 1,147 | $212.8K | 0.01% | +1,147 | New |
| Cornerstone Wealth Group, LLC | 1,149 | $213.2K | 0.01% | −109−8.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,153 | $214.0K | 0.07% | +1,153 | New |
| Interchange Capital Partners, LLC | 1,155 | $214.3K | 0.04% | +102+9.7% | Added |
| True North Advisors, LLC | 1,155 | $214.3K | 0.03% | +1,155 | New |
| Avestar Capital, LLC | 1,158 | $214.8K | 0.01% | −1,495−56.4% | Reduced |
| Hollencrest Capital Management | 1,158 | $214.8K | 0.01% | −164−12.4% | Reduced |
| Paragon Private Wealth Management, LLC | 1,162 | $215.7K | 0.07% | −16−1.4% | Reduced |
| Palumbo Wealth Management LLC | 1,164 | $216.0K | 0.05% | +1,164 | New |
| Ariadne Wealth Management, LP | 1,247 | $216.1K | 0.09% | +1,247 | New |
| Ariston Services Group | 1,168 | $216.7K | 0.13% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,171 | $217.3K | 0.10% | +4+0.3% | Added |
| Westover Capital Advisors, LLC | 1,174 | $217.8K | 0.04% | −12−1.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,175 | $218.0K | 0.06% | +3+0.3% | Added |
| Prosperity Financial Group, Inc. | 1,176 | $218.2K | 0.08% | −4,122−77.8% | Reduced |
| Golden State Equity Partners | 1,176 | $218.2K | 0.04% | +166+16.4% | Added |
| Tyche Wealth Partners LLC | 1,177 | $218.3K | 0.03% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,180 | $218.9K | 0.14% | −52−4.2% | Reduced |
| Palisade Capital Management LLC | 1,184 | $219.7K | 0.01% | +1,184 | New |
| Northside Capital Management, LLC | 1,185 | $219.8K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,193 | $221.3K | 0.02% | −120−9.1% | Reduced |
| Essential Partners LLC | 1,196 | $221.9K | 0.07% | −141−10.5% | Reduced |
| Pointe Capital Management LLC | 1,197 | $222.1K | 0.11% | −195−14.0% | Reduced |
| AdvisorNet Financial, Inc | 1,198 | $222.3K | 0.01% | +145+13.8% | Added |
| Haverford Trust Co | 1,199 | $222.4K | 0.00% | +1,199 | New |
| Diligent Investors, LLC | 1,200 | $222.6K | 0.05% | −150−11.1% | Reduced |
| Granite FO LLC | 1,200 | $222.6K | 0.12% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,200 | $222.6K | 0.03% | +196+19.5% | Added |
| Pathway Financial Advisors LLC | 1,200 | $222.6K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,202 | $223.1K | 0.01% | +1,202 | New |
| Pursuit Wealth Management LLC | 1,210 | $224.6K | 0.19% | +1,210 | New |
| New England Professional Planning Group Inc. | 1,211 | $224.7K | 0.09% | −50−4.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,219 | $226.3K | 0.01% | −48−3.8% | Reduced |
| Eagle Harbor Asset Management Inc | 1,229 | $228.0K | 0.19% | +1,229 | New |
| Duncan Williams Asset Management, LLC | 1,204 | $228.4K | 0.06% | +2+0.2% | Added |
| Opal Wealth Advisors, LLC | 1,234 | $228.9K | 0.06% | +1,234 | New |
| CSS LLC | 1,240 | $230.0K | 0.01% | +1,240 | New |
| First Nebraska Trust Co | 1,245 | $231.0K | 0.02% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,245 | $231.0K | 0.01% | +1,245 | New |
| Stonebridge Financial Group, LLC | 1,246 | $231.2K | 0.20% | +1,246 | New |
| TownSquare Capital, LLC | 1,249 | $231.7K | 0.05% | +92+8.0% | Added |
| Millstone Evans Group, LLC | 1,252 | $232.3K | 0.14% | −73−5.5% | Reduced |
| Twin Focus Capital Partners, LLC | 1,253 | $232.5K | 0.03% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,255 | $232.8K | 0.09% | −97−7.2% | Reduced |
| YHB Investment Advisors, Inc. | 1,256 | $233.0K | 0.02% | 00.0% | Unchanged |
| COFG Advisors, LLC | 1,260 | $233.8K | 0.06% | +1,260 | New |
| OneAscent Family Office, LLC | 1,261 | $233.9K | 0.16% | +1,261 | New |
| Great Lakes Advisors, LLC | 1,262 | $234.1K | 0.00% | −205−14.0% | Reduced |
| Cahaba Wealth Management, Inc. | 1,263 | $234.4K | 0.02% | +2+0.2% | Added |
| Harbour Investments, Inc. | 1,264 | $234.5K | 0.00% | −131−9.4% | Reduced |
| Kinloch Capital, LLC | 1,265 | $234.7K | 0.10% | +13+1.0% | Added |
| Goldstein Advisors, LLC | 1,265 | $234.7K | 0.03% | +145+12.9% | Added |
| Parthenon LLC | 1,269 | $235.4K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,269 | $235.4K | 0.02% | +20+1.6% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $236.9K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,281 | $237.7K | 0.01% | −4,872−79.2% | Reduced |
| Vestor Capital, LLC | 974 | $238.0K | 0.02% | −308−24.0% | Reduced |
| Cornerstone Wealth Management, LLC | 1,286 | $238.5K | 0.01% | +1,286 | New |
| Ancora Advisors, LLC | 1,294 | $240.1K | 0.00% | +320+32.9% | Added |
| Sterling Group Wealth Management, LLC | 1,302 | $241.5K | 0.12% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,303 | $241.8K | 0.00% | +244+23.0% | Added |
| Mather Group, LLC. | 1,305 | $242.1K | 0.00% | −356−21.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,305 | $242.2K | 0.00% | −21−1.6% | Reduced |
| Capital Performance Advisors LLP | 1,306 | $242.4K | 0.02% | −531−28.9% | Reduced |
| Proficio Capital Partners LLC | 1,307 | $242.5K | 0.02% | −37−2.8% | Reduced |
| Intellectus Partners, LLC | 1,313 | $243.6K | 0.05% | +1,313 | New |
| Stronghold Wealth Management L.L.C. | 1,317 | $244.3K | 0.36% | +1,317 | New |
| Old National Bancorp | 1,319 | $244.7K | 0.00% | −266−16.8% | Reduced |
| Acorn Creek Capital LLC | 1,320 | $244.9K | 0.09% | −51−3.7% | Reduced |
| QTR Family Wealth, LLC | 1,397 | $244.9K | 0.11% | +1,397 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,322 | $245.3K | 0.01% | +6+0.5% | Added |
| Blalock Williams, LLC | 1,324 | $245.5K | 0.20% | −12−0.9% | Reduced |
| Texas Yale Capital Corp. | 1,325 | $245.8K | 0.01% | +1,325 | New |
| RFG Advisory, LLC | 1,328 | $246.4K | 0.00% | −12−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 1,330 | $246.7K | 0.01% | +153+13.0% | Added |
| Parkside Financial Bank & Trust | 1,330 | $246.7K | 0.02% | −108−7.5% | Reduced |