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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 1,323 | $247.9K | 0.00% | +292+28.3% | Added |
| Farmers & Merchants Investments Inc | 1,337 | $248.0K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,339 | $248.4K | 0.06% | +24+1.8% | Added |
| Busey Wealth Management | 1,346 | $249.7K | 0.01% | +141+11.7% | Added |
| Gsa Capital Partners LLP | 1,350 | $250.0K | 0.02% | −939−41.0% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $250.5K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,351 | $250.6K | 0.02% | +230+20.5% | Added |
| Global Endowment Management, LP | 1,352 | $251.0K | 0.03% | −240−15.1% | Reduced |
| Mairs & Power Inc | 1,356 | $251.6K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 1,368 | $253.8K | 0.15% | +29+2.2% | Added |
| Legacy Advisory Services, LLC | 1,368 | $253.8K | 0.19% | +6+0.4% | Added |
| Bank of New Hampshire | 1,370 | $254.2K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 1,371 | $254.3K | 0.06% | −49−3.5% | Reduced |
| Continuum Advisory, LLC | 1,379 | $255.8K | 0.03% | −250−15.3% | Reduced |
| Cromwell Holdings LLC | 1,390 | $257.9K | 0.14% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,395 | $258.8K | 0.04% | −13−0.9% | Reduced |
| Tradewinds, LLC. | 1,398 | $259.4K | 0.06% | −219−13.5% | Reduced |
| Fiduciary Family Office, LLC | 1,400 | $259.7K | 0.07% | −3,902−73.6% | Reduced |
| Capital Wealth Planning, LLC | 1,400 | $259.7K | 0.00% | −130−8.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,400 | $259.7K | 0.05% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,401 | $259.9K | 0.01% | +6+0.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $260.3K | 0.02% | −364−20.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,403 | $260.3K | 0.05% | −100−6.7% | Reduced |
| Rhumbline Advisers | 1,406 | $260.8K | 0.00% | −931,131−99.8% | Reduced |
| Sym Financial Corp | 1,410 | $261.6K | 0.03% | +401+39.7% | Added |
| Basecamp Wealth Advisors LLC | 1,410 | $261.6K | 0.06% | +1,410 | New |
| International Assets Investment Management, LLC | 1,417 | $262.9K | 0.02% | +1,417 | New |
| HCR Wealth Advisors | 1,418 | $263.1K | 0.03% | +84+6.3% | Added |
| Main Line Retirement Advisors, LLC | 1,421 | $263.7K | 0.13% | +1+0.1% | Added |
| Everett Harris & Co | 1,423 | $264.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,653 | $264.1K | 0.01% | −406−19.7% | Reduced |
| Synergy Investment Management, LLC | 1,426 | $264.6K | 0.09% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,429 | $265.1K | 0.85% | +1,429 | New |
| Carret Asset Management, LLC | 1,430 | $265.3K | 0.03% | −150−9.5% | Reduced |
| TigerOak Management, L.L.C. | 1,435 | $266.2K | 0.08% | −25−1.7% | Reduced |
| Bolthouse Investments, LLC | 1,436 | $266.4K | 0.24% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,436 | $266.5K | 0.11% | −997−41.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,444 | $267.9K | 0.01% | +1,444 | New |
| Clear Creek Financial Management, LLC | 1,449 | $268.8K | 0.02% | +72+5.2% | Added |
| Sax Wealth Advisors, LLC | 1,450 | $268.9K | 0.01% | +18+1.3% | Added |
| Fayez Sarofim & Co | 1,450 | $269.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,452 | $269.3K | 0.01% | −30−2.0% | Reduced |
| Wedbush Securities Inc | 1,459 | $271.0K | 0.01% | +97+7.1% | Added |
| Income Insurance Ltd | 1,466 | $272.0K | 0.18% | +1,466 | New |
| PFS Partners, LLC | 1,470 | $272.8K | 0.13% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,477 | $274.0K | 0.07% | −2,762−65.2% | Reduced |
| Main Street Financial Solutions, LLC | 1,479 | $274.4K | 0.02% | −155−9.5% | Reduced |
| D'Orazio & Associates, Inc. | 1,484 | $275.3K | 0.04% | −518−25.9% | Reduced |
| SmartHarvest Portfolios, LLC | 1,484 | $275.3K | 0.10% | +1,484 | New |
| Natural Investments, LLC | 1,493 | $276.0K | 0.07% | −5−0.3% | Reduced |
| Cambient Family Office, LLC | 1,496 | $277.5K | 0.04% | +1,496 | New |
| Genesis Private Wealth, LLC | 1,496 | $277.6K | 0.09% | −110−6.8% | Reduced |
| Sentry Investment Management LLC | 1,497 | $278.0K | 0.18% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,500 | $278.3K | 0.12% | −20−1.3% | Reduced |
| Yoffe Investment Management, LLC | 1,500 | $278.3K | 0.36% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,500 | $278.3K | 0.02% | +502+50.3% | Added |
| Sentinus, LLC | 1,501 | $278.5K | 0.03% | +1,501 | New |
| Drive Wealth Management, LLC | 1,502 | $278.7K | 0.05% | +154+11.4% | Added |
| Prelude Capital Management, LLC | 1,512 | $280.5K | 0.02% | +1,512 | New |
| Daymark Wealth Partners, LLC | 1,516 | $281.2K | 0.01% | +46+3.1% | Added |
| Gladstone Institutional Advisory LLC | 1,516 | $281.3K | 0.01% | −525−25.7% | Reduced |
| Revisor Wealth Management LLC | 1,552 | $281.3K | 0.08% | +137+9.7% | Added |
| Drucker Wealth 3.0, LLC | 1,519 | $281.8K | 0.05% | +36+2.4% | Added |
| iA Global Asset Management Inc. | 1,520 | $282.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,521 | $282.2K | 0.02% | +202+15.3% | Added |
| J.E. Simmons & Co., P.C. | 1,524 | $282.7K | 0.18% | +1,524 | New |
| TFB Advisors LLC | 1,530 | $283.8K | 0.08% | −94−5.8% | Reduced |
| Advisors Preferred, LLC | 1,557 | $284.1K | 0.05% | +374+31.6% | Added |
| Claro Advisors LLC | 1,535 | $284.7K | 0.04% | +423+38.0% | Added |
| Stiles Financial Services Inc | 1,537 | $285.1K | 0.09% | +4+0.3% | Added |
| IFC Advisors LLC | 1,541 | $285.9K | 0.04% | +37+2.5% | Added |
| New Republic Capital, LLC | 1,543 | $286.3K | 0.08% | +1,543 | New |
| Ewa, LLC | 1,544 | $286.4K | 0.07% | −194−11.2% | Reduced |
| Wellington Grp LLC | 1,545 | $286.6K | 0.10% | +1,545 | New |
| SlateStone Wealth, LLC | 1,549 | $287.0K | 0.02% | +31+2.0% | Added |
| TCI Wealth Advisors, Inc. | 1,550 | $287.6K | 0.02% | −45−2.8% | Reduced |
| St Germain D J Co Inc | 1,558 | $289.0K | 0.01% | +119+8.3% | Added |
| 1015 Capital Partners, LLC | 1,567 | $290.7K | 0.29% | +1,567 | New |
| Detalus Advisors, LLC | 1,580 | $293.1K | 0.07% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,585 | $294.0K | 0.24% | −1,120−41.4% | Reduced |
| Litman Gregory Asset Management LLC | 1,589 | $294.7K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,602 | $297.2K | 0.01% | −793−33.1% | Reduced |
| MCF Advisors LLC | 1,605 | $297.8K | 0.02% | −113−6.6% | Reduced |
| GeoWealth Management, LLC | 1,606 | $298.0K | 0.01% | −99−5.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,607 | $298.0K | 0.12% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,607 | $298.1K | 0.10% | −44−2.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $298.5K | 0.14% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,610 | $298.7K | 0.10% | 00.0% | Unchanged |
| Davis R M Inc | 1,618 | $300.2K | 0.01% | +100+6.6% | Added |
| Hibernia Wealth Partners, LLC | 1,619 | $300.3K | 0.09% | +1,619 | New |
| Cane Capital Partners, LLC | 1,623 | $301.1K | 0.13% | +1,623 | New |
| Waldron Private Wealth LLC | 1,626 | $301.7K | 0.01% | −420−20.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,673 | $306.0K | 0.03% | +63+3.9% | Added |
| Umpqua Bank | 1,651 | $306.3K | 0.09% | −48−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,657 | $307.4K | 0.02% | −785−32.1% | Reduced |
| Meridian Wealth Advisors, LLC | 1,657 | $307.5K | 0.04% | −22−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,658 | $307.6K | 0.04% | −464−21.9% | Reduced |
| Investment Partners, Ltd. | 1,658 | $307.6K | 0.11% | −46−2.7% | Reduced |
| Bailard, Inc. | 1,663 | $308.5K | 0.01% | +124+8.1% | Added |
| RVW Wealth, LLC | 1,664 | $308.7K | 0.02% | +20+1.2% | Added |