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 |
|---|---|---|---|---|---|
| Parvin Asset Management, LLC | 3,230 | $599.2K | 0.48% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 3,236 | $600.3K | 0.12% | +16+0.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $601.8K | 0.05% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,255 | $603.9K | 0.13% | +16+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 3,283 | $609.1K | 0.15% | +525+19.0% | Added |
| Buckley Wealth Management, LLC | 3,329 | $617.6K | 0.16% | −46−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $618.5K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,370 | $625.1K | 0.07% | +660+24.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,376 | $626.3K | 0.10% | −1,330−28.3% | Reduced |
| PUREfi Wealth, LLC | 3,379 | $626.9K | 0.48% | −776−18.7% | Reduced |
| Verdence Capital Advisors LLC | 3,390 | $628.9K | 0.04% | −2,939−46.4% | Reduced |
| PCM Encore, LLC | 3,425 | $635.3K | 0.14% | +3,425 | New |
| Strategic Blueprint, LLC | 3,434 | $637.1K | 0.04% | −19−0.6% | Reduced |
| AlphaCore Capital LLC | 3,443 | $638.8K | 0.01% | −1,051−23.4% | Reduced |
| Ofi Invest Asset Management | 3,673 | $645.2K | 0.01% | +2,454+201.3% | Added |
| Noesis Capital Mangement Corp | 3,500 | $649.3K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,503 | $649.8K | 0.01% | −645−15.5% | Reduced |
| Sylvest Advisors, LLC | 3,504 | $650.1K | 0.35% | +3,504 | New |
| LGT Fund Management Co Ltd. | 3,480 | $652.0K | 0.05% | −784−18.4% | Reduced |
| Qtron Investments LLC | 3,524 | $653.8K | 0.08% | −182−4.9% | Reduced |
| Caldwell Trust Co | 3,531 | $655.1K | 0.06% | −396−10.1% | Reduced |
| SWMG, LLC | 3,547 | $656.3K | 0.18% | −567−13.8% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $656.7K | 0.04% | +3,500 | New |
| Legacy Wealth Asset Management, LLC | 3,541 | $656.9K | 0.16% | −90−2.5% | Reduced |
| Kathmere Capital Management, LLC | 3,541 | $656.9K | 0.04% | −1,647−31.7% | Reduced |
| Vista Investment Partners LLC | 3,600 | $667.9K | 0.18% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,614 | $670.5K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,622 | $671.9K | 0.12% | +119+3.4% | Added |
| Shira Ridge Wealth Management | 3,641 | $675.5K | 0.27% | −28−0.8% | Reduced |
| Advance Capital Management, Inc. | 3,643 | $675.9K | 0.03% | +5+0.1% | Added |
| Fulton Bank, N.A. | 3,647 | $676.6K | 0.02% | +377+11.5% | Added |
| Gryphon Financial Partners LLC | 3,650 | $677.1K | 0.07% | +446+13.9% | Added |
| Rothschild Investment LLC | 3,662 | $679.3K | 0.04% | +1,557+74.0% | Added |
| Allred Capital Management, LLC | 3,664 | $679.8K | 0.25% | −46−1.2% | Reduced |
| Persium Advisors, LLC | 3,697 | $685.9K | 0.50% | +3,697 | New |
| Manchester Capital Management LLC | 3,702 | $686.8K | 0.09% | +45+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,734 | $692.6K | 0.07% | +94+2.6% | Added |
| Matthew Goff Investment Advisor, LLC | 3,749 | $695.5K | 0.12% | −12−0.3% | Reduced |
| Summit Global Investments | 3,799 | $705.0K | 0.04% | −7,626−66.7% | Reduced |
| Sowell Financial Services LLC | 3,805 | $705.9K | 0.03% | −668−14.9% | Reduced |
| VeraBank, N.A. | 3,810 | $706.8K | 0.13% | −135−3.4% | Reduced |
| Independent Advisor Alliance | 3,810 | $706.8K | 0.02% | −966−20.2% | Reduced |
| Aries Wealth Management | 3,829 | $710.4K | 0.16% | −4−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,852 | $714.8K | 0.05% | −86−2.2% | Reduced |
| David Loasby | 3,868 | $718.0K | 0.05% | +281+7.8% | Added |
| Parisi Gray Wealth Management | 3,882 | $720.2K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,897 | $723.0K | 0.05% | −274−6.6% | Reduced |
| Essex Investment Management Co LLC | 3,899 | $723.3K | 0.11% | −34−0.9% | Reduced |
| Kondo Wealth Advisors, Inc. | 3,902 | $723.9K | 0.28% | −29−0.7% | Reduced |
| First National Trust Co | 3,912 | $725.8K | 0.02% | −799−17.0% | Reduced |
| James Hambro & Partners | 3,928 | $728.9K | 0.03% | −25−0.6% | Reduced |
| Mutual Advisors, LLC | 3,944 | $731.6K | 0.02% | −481−10.9% | Reduced |
| Signet Private Wealth LLC | 3,945 | $731.8K | 0.70% | +3,945 | New |
| SFMG, LLC | 3,983 | $738.9K | 0.05% | +32+0.8% | Added |
| Tobam | 3,989 | $740.0K | 0.18% | +3,977+33,141.7% | Added |
| Howard Capital Management Inc. | 3,989 | $740.0K | 0.01% | +196+5.2% | Added |
| Empower Advisory Group, LLC | 4,008 | $743.6K | 0.00% | +369+10.1% | Added |
| Wingate Wealth Advisors, Inc. | 4,040 | $749.5K | 0.42% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,040 | $749.5K | 0.04% | +322+8.7% | Added |
| Alerus Financial NA | 4,054 | $752.1K | 0.04% | −11,334−73.7% | Reduced |
| Farringdon Capital, Ltd. | 4,070 | $755.1K | 0.19% | +4,070 | New |
| Level Four Advisory Services, LLC | 4,070 | $755.1K | 0.02% | +287+7.6% | Added |
| Mma Asset Management LLC | 4,083 | $757.5K | 0.27% | +70+1.7% | Added |
| Marshall Financial Group LLC | 4,094 | $759.6K | 0.15% | −137−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,159 | $761.8K | 0.02% | +2,162+108.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,127 | $765.6K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,129 | $766.0K | 0.04% | −478−10.4% | Reduced |
| Connecticut Wealth Management, LLC | 4,145 | $769.0K | 0.03% | −240−5.5% | Reduced |
| GM Advisory Group, Inc. | 4,145 | $769.1K | 0.03% | −33−0.8% | Reduced |
| Midwest Trust Co | 4,162 | $772.1K | 0.01% | −355−7.9% | Reduced |
| Tower Trust & Investment Co | 4,168 | $773.2K | 0.49% | −145−3.4% | Reduced |
| Net Worth Advisory Group | 4,195 | $778.3K | 0.16% | +439+11.7% | Added |
| Regal Investment Advisors LLC | 4,236 | $785.9K | 0.05% | +4,236 | New |
| 111 Capital | 4,244 | $787.3K | 0.17% | +2,798+193.5% | Added |
| Prospera Financial Services Inc | 4,272 | $793.3K | 0.01% | −8,271−65.9% | Reduced |
| Western Wealth Management, LLC | 4,295 | $796.8K | 0.04% | +4+0.1% | Added |
| Baker Ellis Asset Management LLC | 4,306 | $798.8K | 0.10% | −1,312−23.4% | Reduced |
| Bryn Mawr Trust Co | 4,308 | $799.2K | 0.02% | −2,515−36.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,351 | $807.2K | 0.01% | −1,141−20.8% | Reduced |
| Integrated Advisors Network LLC | 4,367 | $810.1K | 0.04% | −676−13.4% | Reduced |
| TBH Global Asset Management, LLC | 4,373 | $811.3K | 0.14% | −118−2.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,376 | $811.8K | 0.11% | +4,376 | New |
| Change Path, LLC | 4,404 | $817.1K | 0.02% | −5,898−57.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,432 | $822.2K | 0.04% | −21,578−83.0% | Reduced |
| Sage Mountain Advisors LLC | 4,436 | $823.0K | 0.04% | +663+17.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,451 | $825.7K | 0.05% | −435−8.9% | Reduced |
| Trust Co of Toledo NA | 4,453 | $826.1K | 0.08% | +157+3.7% | Added |
| Boltwood Capital Management | 4,473 | $829.8K | 0.22% | −54−1.2% | Reduced |
| Cascade Financial Partners, LLC | 4,476 | $830.3K | 0.08% | −200−4.3% | Reduced |
| Venturi Wealth Management, LLC | 4,495 | $833.7K | 0.04% | −111−2.4% | Reduced |
| Charter Trust Co | 4,531 | $840.6K | 0.05% | −90−1.9% | Reduced |
| Center For Asset Management LLC | 4,550 | $844.2K | 0.44% | −1,002−18.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,579 | $849.6K | 0.02% | −73,088−94.1% | Reduced |
| Oxford Asset Management LLP | 4,606 | $854.5K | 0.30% | +4,606 | New |
| Quadrant Private Wealth Management, LLC | 4,623 | $857.7K | 0.14% | −22−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,586 | $859.1K | 0.02% | +1,247+37.3% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $861.7K | 0.33% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,678 | $867.9K | 0.20% | −1,156−19.8% | Reduced |
| Beck Bode, LLC | 4,689 | $869.9K | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,708 | $873.0K | 0.13% | −56−1.2% | Reduced |