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 |
|---|---|---|---|---|---|
| First Horizon Corp | 1,672 | $310.2K | 0.01% | +776+86.6% | Added |
| Catalyst Financial Partners LLC | 1,677 | $311.1K | 0.03% | −153−8.4% | Reduced |
| EJMK Ventures LLC | 1,677 | $311.1K | 0.19% | +1,677 | New |
| Bellwether Advisors, LLC | 1,679 | $311.5K | 0.05% | +46+2.8% | Added |
| Westco Advisory Services Inc | 1,681 | $311.9K | 0.19% | +1,681 | New |
| Citizens Business Bank | 890 | $312.8K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,686 | $313.0K | 0.01% | +1+0.1% | Added |
| Hamilton Capital, LLC | 1,688 | $313.2K | 0.02% | +1,688 | New |
| Indivisible Partners | 1,688 | $313.2K | 0.03% | +1,688 | New |
| Abner Herrman & Brock LLC | 1,690 | $314.0K | 0.03% | −60−3.4% | Reduced |
| Gratus Wealth Advisors, LLC | 1,697 | $314.8K | 0.04% | −249−12.8% | Reduced |
| Dynamic Advisor Solutions LLC | 1,702 | $315.8K | 0.01% | −77−4.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,706 | $316.5K | 0.13% | +158+10.2% | Added |
| Douglass Winthrop Advisors, LLC | 1,708 | $316.9K | 0.01% | −2−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,720 | $319.0K | 0.01% | −10−0.6% | Reduced |
| Marble Wealth, LLC | 1,727 | $320.4K | 0.04% | +1,727 | New |
| Fukoku Mutual Life Insurance Co | 1,730 | $320.9K | 0.02% | −107−5.8% | Reduced |
| Everpar Advisors LLC | 1,730 | $320.9K | 0.12% | +123+7.7% | Added |
| Tempo Wealth, LLC | 1,736 | $322.0K | 0.06% | +1,736 | New |
| Sun Group Wealth Partners | 1,738 | $322.4K | 0.26% | +1,738 | New |
| Ignite Planners, LLC | 1,718 | $323.3K | 0.05% | +199+13.1% | Added |
| Evernest Financial Advisors, LLC | 1,894 | $324.2K | 0.07% | −471−19.9% | Reduced |
| AGH Wealth Advisors, LLC | 1,755 | $325.6K | 0.24% | −74−4.0% | Reduced |
| Norris Perne & French LLP | 1,756 | $325.8K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,756 | $325.8K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,758 | $326.1K | 0.02% | +56+3.3% | Added |
| Childress Capital Advisors, LLC | 1,761 | $326.8K | 0.05% | −366−17.2% | Reduced |
| StoneX Group Inc. | 1,762 | $326.9K | 0.01% | +80+4.8% | Added |
| Clarius Group, LLC | 1,772 | $328.7K | 0.02% | −79−4.3% | Reduced |
| New Hampshire Trust | 1,778 | $329.9K | 0.06% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,780 | $330.1K | 0.08% | +2+0.1% | Added |
| Financial Management Professionals, Inc. | 1,788 | $331.7K | 0.03% | −9−0.5% | Reduced |
| Mayport, LLC | 1,798 | $333.5K | 0.07% | +24+1.4% | Added |
| Private Wealth Asset Management, LLC | 1,798 | $333.6K | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,800 | $333.9K | 0.03% | +1,800 | New |
| Dillon & Associates Inc | 1,800 | $335.0K | 0.04% | −17−0.9% | Reduced |
| FSM Wealth Advisors, LLC | 1,806 | $335.0K | 0.05% | −85−4.5% | Reduced |
| LeClair Wealth Partners LLC | 1,820 | $337.6K | 0.20% | 00.0% | Unchanged |
| Optas, LLC | 1,829 | $339.3K | 0.05% | +6+0.3% | Added |
| Heritage Wealth Management, Inc. | 1,852 | $343.6K | 0.10% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,853 | $343.8K | 0.13% | +1,853 | New |
| SageView Advisory Group, LLC | 1,858 | $344.7K | 0.01% | −70−3.6% | Reduced |
| Modera Wealth Management, LLC | 1,865 | $345.9K | 0.00% | −47−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,934 | $346.5K | 0.00% | −1,352−41.1% | Reduced |
| Caerus Investment Advisors, LLC | 1,871 | $347.1K | 0.12% | +1,871 | New |
| Maridea Wealth Management LLC | 1,876 | $347.9K | 0.05% | +656+53.8% | Added |
| Alta Advisers Ltd | 1,878 | $348.4K | 0.13% | −400−17.6% | Reduced |
| Mayflower Financial Advisors, LLC | 1,896 | $351.8K | 0.04% | −732−27.9% | Reduced |
| GEM Asset Management, LLC | 1,933 | $353.5K | 0.16% | −5−0.3% | Reduced |
| CenterBook Partners LP | 1,906 | $353.6K | 0.02% | +1,906 | New |
| TCG Advisory Services, LLC | 1,908 | $354.0K | 0.01% | +1,908 | New |
| Financial Advisory Service, Inc. | 1,908 | $354.0K | 0.02% | +519+37.4% | Added |
| VisionPoint Advisory Group, LLC | 1,910 | $354.3K | 0.07% | +195+11.4% | Added |
| Tower Bridge Advisors | 1,916 | $355.5K | 0.04% | −7−0.4% | Reduced |
| Acima Private Wealth, LLC | 1,917 | $355.6K | 0.11% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,921 | $356.3K | 0.28% | −127−6.2% | Reduced |
| CBOE Vest Financial, LLC | 1,929 | $357.9K | 0.00% | +429+28.6% | Added |
| Pine Valley Investments Ltd Liability Co | 1,932 | $358.4K | 0.02% | +2+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 1,937 | $359.4K | 0.03% | −421−17.9% | Reduced |
| Foundations Investment Advisors, LLC | 1,944 | $360.6K | 0.00% | −200−9.3% | Reduced |
| PharVision Advisers, LLC | 1,944 | $360.7K | 0.18% | +637+48.7% | Added |
| Nwam LLC | 1,969 | $362.3K | 0.02% | −139−6.6% | Reduced |
| Northstar Financial Companies, Inc. | 1,954 | $362.5K | 0.29% | +14+0.7% | Added |
| CKW Financial Group | 1,957 | $363.0K | 0.04% | +5+0.3% | Added |
| Curated Wealth Partners LLC | 1,959 | $363.4K | 0.04% | +1,959 | New |
| Paradigm Financial Partners, LLC | 1,961 | $363.7K | 0.04% | −838−29.9% | Reduced |
| Riverwater Partners LLC | 1,972 | $365.8K | 0.14% | +499+33.9% | Added |
| Cornerstone Advisory, LLC | 1,979 | $367.1K | 0.04% | −229−10.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,991 | $369.4K | 0.01% | +612+44.4% | Added |
| Hutchinson Capital Management | 1,998 | $370.7K | 0.06% | −2−0.1% | Reduced |
| S&CO Inc | 2,000 | $371.0K | 0.02% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,010 | $372.9K | 0.04% | +50+2.6% | Added |
| Aprio Wealth Management, LLC | 1,750 | $376.1K | 0.02% | −432−19.8% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $376.8K | 0.20% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,045 | $379.4K | 0.04% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,061 | $382.4K | 0.09% | +192+10.3% | Added |
| Reliant Investment Management, LLC | 2,066 | $383.3K | 0.16% | −170−7.6% | Reduced |
| Mosley Wealth Management | 1,874 | $383.7K | 0.18% | +1,874 | New |
| Wick Capital Partners, LLC | 2,075 | $385.0K | 0.07% | +2,075 | New |
| Fielder Capital Group LLC | 2,076 | $385.1K | 0.08% | −142−6.4% | Reduced |
| Congress Asset Management Co | 2,087 | $387.2K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,087 | $387.2K | 0.01% | +185+9.7% | Added |
| Federated Hermes, Inc. | 2,097 | $389.0K | 0.00% | −2,968−58.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $389.6K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 2,113 | $392.0K | 0.02% | +150+7.6% | Added |
| Cassaday & Co Wealth Management LLC | 2,138 | $396.6K | 0.01% | −15−0.7% | Reduced |
| 71 West Capital Partners | 2,140 | $397.0K | 0.02% | +2,140 | New |
| Caxton Associates LLP | 2,141 | $397.2K | 0.01% | +709+49.5% | Added |
| Eads & Heald Wealth Management | 2,156 | $400.0K | 0.19% | −107−4.7% | Reduced |
| Sun Financial Inc | 2,176 | $403.8K | 0.23% | +2,176 | New |
| Fisher Asset Management, LLC | 2,177 | $404.1K | 0.00% | +580+36.3% | Added |
| Lawood & Co | 2,189 | $406.1K | 0.38% | +2,189 | New |
| Guardian Wealth Advisors, LLC | 2,190 | $406.3K | 0.03% | +381+21.1% | Added |
| Calamos Wealth Management LLC | 2,203 | $408.8K | 0.01% | −52,472−96.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,208 | $409.6K | 0.11% | −25−1.1% | Reduced |
| Financial Consulate, Inc | 2,218 | $411.5K | 0.06% | +2,188+7,293.3% | Added |
| Clarkston Capital Partners, LLC | 2,225 | $412.8K | 0.01% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,228 | $413.3K | 0.02% | −250−10.1% | Reduced |
| Frec Markets, Inc. | 2,233 | $414.4K | 0.12% | +2,233 | New |
| Groupama Asset Managment | 2,236 | $414.8K | 0.01% | −233−9.4% | Reduced |