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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 4,724 | $876.6K | 0.02% | −2,233−32.1% | Reduced |
| Atlantic Union Bankshares Corp | 4,726 | $876.8K | 0.02% | +54+1.2% | Added |
| HM Payson & Co | 4,726 | $876.8K | 0.01% | −224−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,753 | $881.9K | 0.03% | −95−2.0% | Reduced |
| Parsonex Advisory Services, Inc. | 4,754 | $882.0K | 0.56% | −120−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,799 | $890.4K | 0.24% | +16+0.3% | Added |
| Simplex Trading, LLC | 4,803 | $891.1K | 0.03% | +4,803 | New |
| SRS Capital Advisors, Inc. | 4,811 | $892.5K | 0.03% | −14,182−74.7% | Reduced |
| Forum Financial Management, LP | 4,815 | $893.3K | 0.01% | +537+12.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,848 | $899.4K | 0.07% | +1,446+42.5% | Added |
| Boothbay Fund Management, LLC | 4,853 | $900.3K | 0.02% | +3,122+180.4% | Added |
| West Paces Advisors Inc. | 4,866 | $902.7K | 0.17% | −688−12.4% | Reduced |
| Gilbert & Cook, Inc. | 4,886 | $906.5K | 0.11% | +3,040+164.7% | Added |
| Pallas Capital Advisors LLC | 4,892 | $907.5K | 0.03% | +1,213+33.0% | Added |
| SkyView Investment Advisors, LLC | 4,928 | $914.0K | 0.12% | −132−2.6% | Reduced |
| Mattern Capital Management, LLC | 4,941 | $916.7K | 0.11% | +777+18.7% | Added |
| Bridgewater Advisors Inc. | 5,153 | $917.6K | 0.06% | −41−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,950 | $918.3K | 0.06% | −299−5.7% | Reduced |
| Fjell Capital, LLC | 4,954 | $919.1K | 0.70% | +199+4.2% | Added |
| Sagespring Wealth Partners, LLC | 4,966 | $921.2K | 0.02% | −629−11.2% | Reduced |
| Oppenheimer & Co Inc | 4,968 | $921.7K | 0.01% | −47−0.9% | Reduced |
| Truefg, LLC | 5,000 | $927.6K | 0.25% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 5,000 | $928.0K | 0.27% | +700+16.3% | Added |
| Leavell Investment Management, Inc. | 5,005 | $928.5K | 0.04% | +10.0% | Added |
| Mach-1 Financial Group, Inc. | 5,005 | $928.5K | 0.19% | +5,005 | New |
| Chilton Investment Co LLC | 5,006 | $928.7K | 0.02% | +72+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 5,052 | $937.3K | 0.01% | −539−9.6% | Reduced |
| Advisory Services Network, LLC | 5,092 | $944.6K | 0.01% | −2,452−32.5% | Reduced |
| Profund Advisors LLC | 5,097 | $945.6K | 0.03% | −1,630−24.2% | Reduced |
| Employees Retirement System of Texas | 5,117 | $949.0K | 0.01% | +4,685+1,084.5% | Added |
| Broadway Wealth Solutions, Inc. | 5,116 | $949.1K | 0.51% | −17−0.3% | Reduced |
| WBI Investments | 5,119 | $949.7K | 0.25% | +237+4.9% | Added |
| Hamilton Point Investment Advisors, LLC | 5,158 | $956.8K | 0.15% | +32+0.6% | Added |
| Quadcap Wealth Management, LLC | 5,219 | $968.2K | 0.11% | +284+5.8% | Added |
| Walleye Trading LLC | 5,249 | $973.8K | 0.02% | −5,428−50.8% | Reduced |
| TD Private Client Wealth LLC | 5,250 | $974.0K | 0.02% | −2,418−31.5% | Reduced |
| Fieldview Capital Management, LLC | 5,322 | $987.3K | 0.17% | +5,322 | New |
| Valeo Financial Advisors, LLC | 5,357 | $993.8K | 0.02% | −116−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,381 | $998.2K | 0.05% | +185+3.6% | Added |
| Trust Asset Management LLC | 5,454 | $1.01M | 0.07% | −208−3.7% | Reduced |
| Gateway Investment Advisers LLC | 5,464 | $1.01M | 0.01% | +2,242+69.6% | Added |
| Novem Group | 5,464 | $1.01M | 0.12% | +1,512+38.3% | Added |
| Smith, Salley & Associates | 5,521 | $1.02M | 0.05% | +237+4.5% | Added |
| Ironwood Investment Counsel, LLC | 5,523 | $1.02M | 0.14% | +27+0.5% | Added |
| Wedmont Private Capital | 5,605 | $1.03M | 0.04% | −1,398−20.0% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.03M | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,533 | $1.03M | 0.05% | −695−11.2% | Reduced |
| Canandaigua National Bank & Trust Co | 5,538 | $1.03M | 0.09% | +700+14.5% | Added |
| JGP Wealth Management, LLC | 5,548 | $1.03M | 0.11% | +388+7.5% | Added |
| Fidelis Capital Partners, LLC | 5,556 | $1.03M | 0.07% | −377−6.4% | Reduced |
| Nilsine Partners, LLC | 5,572 | $1.03M | 0.09% | +281+5.3% | Added |
| Fifth Third Wealth Advisors LLC | 5,643 | $1.05M | 0.04% | −457−7.5% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,663 | $1.05M | 0.18% | +5,663 | New |
| Concord Wealth Partners | 5,684 | $1.05M | 0.14% | −349−5.8% | Reduced |
| Concord Asset Management, LLC | 5,684 | $1.05M | 0.18% | −349−5.8% | Reduced |
| DF Dent & Co Inc | 5,728 | $1.06M | 0.02% | +38+0.7% | Added |
| Lester Murray Antman dba SimplyRich | 5,743 | $1.06M | 0.28% | −20.0% | Reduced |
| S-Bank Fund Management Ltd | 5,766 | $1.07M | 0.14% | −1,436−19.9% | Reduced |
| Norway Savings Bank | 5,774 | $1.07M | 0.50% | −660−10.3% | Reduced |
| Havemeyer Place LP | 5,787 | $1.07M | 0.21% | +5,787 | New |
| Diversify Advisory Services, LLC | 5,911 | $1.08M | 0.03% | +454+8.3% | Added |
| Legacy Capital Wealth Partners, LLC | 5,845 | $1.08M | 0.23% | +601+11.5% | Added |
| Elmwood Wealth Management, Inc. | 5,867 | $1.09M | 0.34% | +144+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,901 | $1.09M | 0.08% | +986+20.1% | Added |
| Simplicity Wealth,LLC | 5,919 | $1.10M | 0.07% | −736−11.1% | Reduced |
| Longfellow Investment Management Co LLC | 5,943 | $1.10M | 0.25% | +1,565+35.7% | Added |
| Frank, Rimerman Advisors LLC | 6,008 | $1.11M | 0.07% | +2,871+91.5% | Added |
| D.A. Davidson & Co. | 6,036 | $1.12M | 0.01% | +1,522+33.7% | Added |
| Hilltop Holdings Inc. | 6,041 | $1.12M | 0.07% | −3,942−39.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.12M | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 6,050 | $1.12M | 0.00% | +916+17.8% | Added |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.12M | 0.33% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 6,058 | $1.12M | 0.52% | −150−2.4% | Reduced |
| EntryPoint Capital, LLC | 6,067 | $1.13M | 0.44% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 6,128 | $1.14M | 0.21% | +579+10.4% | Added |
| Exchange Bank | 6,170 | $1.14M | 0.79% | +6+0.1% | Added |
| Donaldson Capital Management, LLC | 6,182 | $1.15M | 0.04% | −4,112−39.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,200 | $1.15M | 0.20% | −1,720−21.7% | Reduced |
| Polymer Capital Management (US) LLC | 6,209 | $1.15M | 0.15% | −7,783−55.6% | Reduced |
| EverSource Wealth Advisors, LLC | 6,264 | $1.16M | 0.04% | +244+4.1% | Added |
| Belpointe Asset Management LLC | 6,279 | $1.16M | 0.04% | −2,395−27.6% | Reduced |
| Stephens Inc | 6,383 | $1.18M | 0.01% | +1,162+22.3% | Added |
| Integrity Alliance, LLC. | 6,411 | $1.19M | 0.04% | +1,110+20.9% | Added |
| Stevens Capital Management LP | 6,431 | $1.19M | 0.42% | +5,105+385.0% | Added |
| Parallel Advisors, LLC | 6,486 | $1.20M | 0.02% | +587+10.0% | Added |
| Citizens & Northern Corp | 6,509 | $1.21M | 0.30% | −219−3.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,545 | $1.21M | 0.12% | −195−2.9% | Reduced |
| Souders Financial Advisors | 6,553 | $1.22M | 0.14% | −507−7.2% | Reduced |
| Sivia Capital Partners, LLC | 6,558 | $1.22M | 0.25% | +4,878+290.4% | Added |
| Dockside LLC | 6,582 | $1.22M | 0.31% | +6,582 | New |
| Beverly Hills Private Wealth, LLC | 6,600 | $1.22M | 0.21% | −119−1.8% | Reduced |
| Smithfield Trust Co | 6,619 | $1.23M | 0.05% | 00.0% | Unchanged |
| Arwa LLC | 6,626 | $1.23M | 0.72% | +6,626 | New |
| United Bank | 6,633 | $1.23M | 0.42% | +121+1.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,682 | $1.24M | 0.02% | −1,701−20.3% | Reduced |
| EFG International AG | 6,700 | $1.24M | 0.02% | +6,700 | New |
| RCS Financial Planning, LLC | 6,703 | $1.24M | 0.54% | −200−2.9% | Reduced |
| Adviser Investments LLC | 6,720 | $1.25M | 0.01% | −166−2.4% | Reduced |
| WestHill Financial Advisors, Inc. | 6,731 | $1.25M | 0.24% | +4,599+215.7% | Added |
| Wealthspire Advisors, LLC | 6,739 | $1.25M | 0.01% | +5,024+292.9% | Added |