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 |
|---|---|---|---|---|---|
| Intellus Advisors LLC | 2,241 | $415.8K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,246 | $416.7K | 0.00% | −8,479−79.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,279 | $422.9K | 0.02% | +56+2.5% | Added |
| Goldenstone Wealth Management LLC | 2,295 | $425.8K | 0.32% | +2,295 | New |
| Avalon Trust Co | 2,318 | $430.0K | 0.03% | −618−21.0% | Reduced |
| Andina Capital Management, LLC | 2,332 | $432.6K | 0.26% | +60+2.6% | Added |
| Trust Point Inc. | 2,346 | $435.2K | 0.03% | −2−0.1% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $437.6K | 0.15% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,405 | $441.7K | 0.02% | +2,405 | New |
| Evergreen Capital Management LLC | 2,384 | $442.3K | 0.01% | −238−9.1% | Reduced |
| Journey Advisory Group, LLC | 2,224 | $444.2K | 0.04% | +424+23.6% | Added |
| Trust Co | 2,401 | $445.4K | 0.04% | +2,393+29,912.5% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $451.9K | 0.21% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,479 | $452.3K | 0.07% | +2,479 | New |
| Middleton & Co Inc | 2,443 | $453.2K | 0.05% | +808+49.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,450 | $454.5K | 0.16% | +2,066+538.0% | Added |
| Roble, Belko & Company, Inc | 2,455 | $455.0K | 0.06% | +889+56.8% | Added |
| Destination Wealth Management | 2,455 | $455.5K | 0.01% | +2,455 | New |
| L2 Asset Management, LLC | 2,465 | $457.3K | 0.06% | +157+6.8% | Added |
| NorthRock Partners, LLC | 2,468 | $457.9K | 0.01% | −5,042−67.1% | Reduced |
| Nicolet Bankshares Inc | 2,474 | $459.0K | 0.07% | −1,131−31.4% | Reduced |
| Montag A & Associates Inc | 2,475 | $459.2K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,505 | $462.0K | 0.01% | −6−0.2% | Reduced |
| Parsons Capital Management Inc | 2,495 | $462.9K | 0.03% | +322+14.8% | Added |
| Savvy Advisors, Inc. | 2,496 | $463.1K | 0.01% | +675+37.1% | Added |
| Broderick Brian C | 2,500 | $463.8K | 0.09% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,506 | $464.9K | 0.01% | −1,413−36.1% | Reduced |
| CWA Asset Management Group, LLC | 2,511 | $465.8K | 0.02% | −577−18.7% | Reduced |
| Evoke Wealth, LLC | 2,515 | $466.6K | 0.01% | +205+8.9% | Added |
| Premier Path Wealth Partners, LLC | 2,522 | $467.9K | 0.06% | −28−1.1% | Reduced |
| Soltis Investment Advisors LLC | 2,529 | $469.2K | 0.03% | +178+7.6% | Added |
| Jacobi Capital Management LLC | 2,532 | $469.8K | 0.03% | +635+33.5% | Added |
| C2C Wealth Management, LLC | 2,580 | $478.6K | 0.40% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,582 | $479.0K | 0.02% | −75−2.8% | Reduced |
| Quotient Wealth Partners, LLC | 2,596 | $481.7K | 0.01% | −1,167−31.0% | Reduced |
| Fulcrum Asset Management LLP | 2,590 | $485.3K | 0.14% | −77−2.9% | Reduced |
| Boston Research & Management Inc | 2,620 | $486.1K | 0.11% | 00.0% | Unchanged |
| Nvest Financial, LLC | 2,624 | $486.8K | 0.20% | −25−0.9% | Reduced |
| LGT Group Foundation | 2,607 | $488.4K | 0.01% | +134+5.4% | Added |
| Personal Cfo Solutions, LLC | 2,653 | $492.1K | 0.08% | −126−4.5% | Reduced |
| Capital Advisors Inc | 2,657 | $492.9K | 0.01% | +8+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 2,664 | $494.3K | 0.01% | −798−23.1% | Reduced |
| Ellevest, Inc. | 2,682 | $497.6K | 0.07% | +383+16.7% | Added |
| Patrick M Sweeney & Associates, Inc | 2,684 | $497.9K | 0.31% | +235+9.6% | Added |
| Penserra Capital Management LLC | 2,704 | $500.0K | 0.01% | −32−1.2% | Reduced |
| Green Harvest Asset Management LLC | 2,698 | $500.5K | 0.01% | −27−1.0% | Reduced |
| Warther Private Wealth, LLC | 2,699 | $500.7K | 0.12% | +199+8.0% | Added |
| Venator Management LLC | 2,700 | $500.9K | 0.11% | +2,700 | New |
| Corps Capital Advisors, LLC | 2,700 | $500.9K | 0.52% | +2,700 | New |
| Fulton Breakefield Broenniman LLC | 2,713 | $503.3K | 0.03% | −6,119−69.3% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,718 | $504.2K | 0.32% | −125−4.4% | Reduced |
| Matauro, LLC | 2,737 | $507.7K | 0.08% | −1,071−28.1% | Reduced |
| Portland Global Advisors LLC | 2,739 | $508.1K | 0.05% | −426−13.5% | Reduced |
| MQS Management LLC | 2,744 | $509.1K | 0.30% | +1,431+109.0% | Added |
| Atomi Financial Group, Inc. | 2,748 | $509.8K | 0.02% | −862−23.9% | Reduced |
| Rossby Financial, LCC | 2,753 | $510.7K | 0.16% | −1,736−38.7% | Reduced |
| IHT Wealth Management, LLC | 2,758 | $511.6K | 0.01% | +449+19.4% | Added |
| Advisors Capital Management, LLC | 2,758 | $511.8K | 0.01% | +342+14.2% | Added |
| SOA Wealth Advisors, LLC. | 2,761 | $512.2K | 0.09% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,805 | $520.4K | 0.25% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,810 | $521.2K | 0.05% | +900+47.1% | Added |
| Thrive Wealth Management, LLC | 2,810 | $521.3K | 0.08% | −791−22.0% | Reduced |
| Abel Hall, LLC | 2,811 | $521.5K | 0.12% | +2,811 | New |
| Sterling Wealth Management, Inc. | 2,817 | $522.6K | 0.15% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,824 | $524.0K | 0.01% | +180+6.8% | Added |
| Kearns & Associates LLC | 2,860 | $530.6K | 0.27% | 00.0% | Unchanged |
| Private Trust Co NA | 2,863 | $531.1K | 0.05% | −11,853−80.5% | Reduced |
| Armis Advisers, LLC | 3,013 | $531.8K | 0.06% | −1,474−32.9% | Reduced |
| Evolve Private Wealth, LLC | 2,873 | $533.0K | 0.03% | +2,873 | New |
| Strid Group, LLC | 2,873 | $533.0K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,879 | $534.2K | 0.02% | −14−0.5% | Reduced |
| RiverFront Investment Group, LLC | 2,907 | $539.3K | 0.01% | −22−0.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 2,930 | $543.6K | 0.01% | +2,930 | New |
| McRae Capital Management Inc | 2,934 | $544.5K | 0.11% | +170+6.2% | Added |
| Cynosure Management, LLC | 2,940 | $545.4K | 0.06% | +910+44.8% | Added |
| 44 Wealth Management LLC | 2,953 | $547.8K | 0.18% | −129−4.2% | Reduced |
| Stratos Wealth Partners, LTD. | 2,965 | $550.2K | 0.01% | +961+48.0% | Added |
| Ninety One SA (PTY) Ltd | 2,967 | $550.4K | 0.02% | +1,848+165.1% | Added |
| CSU Producer Resources, Inc. | 2,967 | $550.4K | 1.65% | +2,967 | New |
| Legacy Advisors, LLC | 2,975 | $551.9K | 0.06% | −876−22.7% | Reduced |
| Florida Financial Advisors, LLC | 2,975 | $552.2K | 0.15% | +168+6.0% | Added |
| Meiji Yasuda Life Insurance Co | 2,979 | $552.7K | 0.02% | +340+12.9% | Added |
| Insigneo Advisory Services, LLC | 3,018 | $560.0K | 0.04% | +181+6.4% | Added |
| SOL Capital Management CO | 3,030 | $562.0K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,030 | $562.1K | 0.02% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 3,048 | $565.5K | 0.05% | −15−0.5% | Reduced |
| Umb Bank N A | 3,067 | $569.0K | 0.01% | −23,479−88.4% | Reduced |
| Bill Few Associates, Inc. | 3,085 | $572.3K | 0.14% | 00.0% | Unchanged |
| Vicus Capital | 3,091 | $573.4K | 0.04% | −10.0% | Reduced |
| White Pine Investment CO | 3,093 | $574.0K | 0.14% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,105 | $576.0K | 0.01% | −1,055−25.4% | Reduced |
| Ambassador Advisors, LLC | 3,111 | $577.1K | 0.08% | −71−2.2% | Reduced |
| Missouri Trust & Investment Co | 3,140 | $582.5K | 0.17% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,150 | $584.4K | 0.07% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,157 | $585.7K | 0.34% | +10+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,161 | $586.4K | 0.01% | −98−3.0% | Reduced |
| Yanni & Associates Investment Advisors, LLC | 3,180 | $590.0K | 0.59% | +3,180 | New |
| Duncker Streett & Co Inc | 3,200 | $593.7K | 0.11% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 3,201 | $593.9K | 0.31% | +99+3.2% | Added |
| STRS Ohio | 3,211 | $595.7K | 0.00% | −169,134−98.1% | Reduced |