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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 2,203 | $408.8K | 0.01% | −52,472−96.0% | Reduced |
| Guardian Wealth Advisors, LLC | 2,190 | $406.3K | 0.03% | +381+21.1% | Added |
| Lawood & Co | 2,189 | $406.1K | 0.38% | +2,189 | New |
| Fisher Asset Management, LLC | 2,177 | $404.1K | 0.00% | +580+36.3% | Added |
| Sun Financial Inc | 2,176 | $403.8K | 0.23% | +2,176 | New |
| Eads & Heald Wealth Management | 2,156 | $400.0K | 0.19% | −107−4.7% | Reduced |
| Caxton Associates LLP | 2,141 | $397.2K | 0.01% | +709+49.5% | Added |
| 71 West Capital Partners | 2,140 | $397.0K | 0.02% | +2,140 | New |
| Cassaday & Co Wealth Management LLC | 2,138 | $396.6K | 0.01% | −15−0.7% | Reduced |
| Keel Point, LLC | 2,113 | $392.0K | 0.02% | +150+7.6% | Added |
| Smith & Howard Wealth Management, LLC | 2,100 | $389.6K | 0.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,097 | $389.0K | 0.00% | −2,968−58.6% | 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 |
| Fielder Capital Group LLC | 2,076 | $385.1K | 0.08% | −142−6.4% | Reduced |
| Wick Capital Partners, LLC | 2,075 | $385.0K | 0.07% | +2,075 | New |
| Mosley Wealth Management | 1,874 | $383.7K | 0.18% | +1,874 | New |
| Reliant Investment Management, LLC | 2,066 | $383.3K | 0.16% | −170−7.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,061 | $382.4K | 0.09% | +192+10.3% | Added |
| Stockman Wealth Management, Inc. | 2,045 | $379.4K | 0.04% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,031 | $376.8K | 0.20% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,750 | $376.1K | 0.02% | −432−19.8% | Reduced |
| Wallace Capital Management Inc. | 2,010 | $372.9K | 0.04% | +50+2.6% | Added |
| S&CO Inc | 2,000 | $371.0K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,998 | $370.7K | 0.06% | −2−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,991 | $369.4K | 0.01% | +612+44.4% | Added |
| Cornerstone Advisory, LLC | 1,979 | $367.1K | 0.04% | −229−10.4% | Reduced |
| Riverwater Partners LLC | 1,972 | $365.8K | 0.14% | +499+33.9% | Added |
| Paradigm Financial Partners, LLC | 1,961 | $363.7K | 0.04% | −838−29.9% | Reduced |
| Curated Wealth Partners LLC | 1,959 | $363.4K | 0.04% | +1,959 | New |
| CKW Financial Group | 1,957 | $363.0K | 0.04% | +5+0.3% | Added |
| Northstar Financial Companies, Inc. | 1,954 | $362.5K | 0.29% | +14+0.7% | Added |
| Nwam LLC | 1,969 | $362.3K | 0.02% | −139−6.6% | Reduced |
| PharVision Advisers, LLC | 1,944 | $360.7K | 0.18% | +637+48.7% | Added |
| Foundations Investment Advisors, LLC | 1,944 | $360.6K | 0.00% | −200−9.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,937 | $359.4K | 0.03% | −421−17.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,932 | $358.4K | 0.02% | +2+0.1% | Added |
| CBOE Vest Financial, LLC | 1,929 | $357.9K | 0.00% | +429+28.6% | Added |
| Talisman Wealth Advisors LLC | 1,921 | $356.3K | 0.28% | −127−6.2% | Reduced |
| Acima Private Wealth, LLC | 1,917 | $355.6K | 0.11% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,916 | $355.5K | 0.04% | −7−0.4% | Reduced |
| VisionPoint Advisory Group, LLC | 1,910 | $354.3K | 0.07% | +195+11.4% | Added |
| Financial Advisory Service, Inc. | 1,908 | $354.0K | 0.02% | +519+37.4% | Added |
| TCG Advisory Services, LLC | 1,908 | $354.0K | 0.01% | +1,908 | New |
| CenterBook Partners LP | 1,906 | $353.6K | 0.02% | +1,906 | New |
| GEM Asset Management, LLC | 1,933 | $353.5K | 0.16% | −5−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 1,896 | $351.8K | 0.04% | −732−27.9% | Reduced |
| Alta Advisers Ltd | 1,878 | $348.4K | 0.13% | −400−17.6% | Reduced |
| Maridea Wealth Management LLC | 1,876 | $347.9K | 0.05% | +656+53.8% | Added |
| Caerus Investment Advisors, LLC | 1,871 | $347.1K | 0.12% | +1,871 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,934 | $346.5K | 0.00% | −1,352−41.1% | Reduced |
| Modera Wealth Management, LLC | 1,865 | $345.9K | 0.00% | −47−2.5% | Reduced |
| SageView Advisory Group, LLC | 1,858 | $344.7K | 0.01% | −70−3.6% | Reduced |
| waypoint wealth counsel | 1,853 | $343.8K | 0.13% | +1,853 | New |
| Heritage Wealth Management, Inc. | 1,852 | $343.6K | 0.10% | 00.0% | Unchanged |
| Optas, LLC | 1,829 | $339.3K | 0.05% | +6+0.3% | Added |
| LeClair Wealth Partners LLC | 1,820 | $337.6K | 0.20% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,806 | $335.0K | 0.05% | −85−4.5% | Reduced |
| Dillon & Associates Inc | 1,800 | $335.0K | 0.04% | −17−0.9% | Reduced |
| Verity & Verity, LLC | 1,800 | $333.9K | 0.03% | +1,800 | New |
| Private Wealth Asset Management, LLC | 1,798 | $333.6K | 0.04% | 00.0% | Unchanged |
| Mayport, LLC | 1,798 | $333.5K | 0.07% | +24+1.4% | Added |
| Financial Management Professionals, Inc. | 1,788 | $331.7K | 0.03% | −9−0.5% | Reduced |
| Wall Street Access Asset Management, LLC | 1,780 | $330.1K | 0.08% | +2+0.1% | Added |
| New Hampshire Trust | 1,778 | $329.9K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,772 | $328.7K | 0.02% | −79−4.3% | Reduced |
| StoneX Group Inc. | 1,762 | $326.9K | 0.01% | +80+4.8% | Added |
| Childress Capital Advisors, LLC | 1,761 | $326.8K | 0.05% | −366−17.2% | Reduced |
| PFG Investments, LLC | 1,758 | $326.1K | 0.02% | +56+3.3% | Added |
| Summit Asset Management, LLC | 1,756 | $325.8K | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,756 | $325.8K | 0.02% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,755 | $325.6K | 0.24% | −74−4.0% | Reduced |
| Evernest Financial Advisors, LLC | 1,894 | $324.2K | 0.07% | −471−19.9% | Reduced |
| Ignite Planners, LLC | 1,718 | $323.3K | 0.05% | +199+13.1% | Added |
| Sun Group Wealth Partners | 1,738 | $322.4K | 0.26% | +1,738 | New |
| Tempo Wealth, LLC | 1,736 | $322.0K | 0.06% | +1,736 | 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 |
| Marble Wealth, LLC | 1,727 | $320.4K | 0.04% | +1,727 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,720 | $319.0K | 0.01% | −10−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,708 | $316.9K | 0.01% | −2−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,706 | $316.5K | 0.13% | +158+10.2% | Added |
| Dynamic Advisor Solutions LLC | 1,702 | $315.8K | 0.01% | −77−4.3% | Reduced |
| Gratus Wealth Advisors, LLC | 1,697 | $314.8K | 0.04% | −249−12.8% | Reduced |
| Abner Herrman & Brock LLC | 1,690 | $314.0K | 0.03% | −60−3.4% | Reduced |
| Indivisible Partners | 1,688 | $313.2K | 0.03% | +1,688 | New |
| Hamilton Capital, LLC | 1,688 | $313.2K | 0.02% | +1,688 | New |
| Reynders McVeigh Capital Management, LLC | 1,686 | $313.0K | 0.01% | +1+0.1% | Added |
| Citizens Business Bank | 890 | $312.8K | 0.05% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 1,681 | $311.9K | 0.19% | +1,681 | New |
| Bellwether Advisors, LLC | 1,679 | $311.5K | 0.05% | +46+2.8% | 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 |
| First Horizon Corp | 1,672 | $310.2K | 0.01% | +776+86.6% | Added |
| RVW Wealth, LLC | 1,664 | $308.7K | 0.02% | +20+1.2% | Added |
| Bailard, Inc. | 1,663 | $308.5K | 0.01% | +124+8.1% | Added |
| Investment Partners, Ltd. | 1,658 | $307.6K | 0.11% | −46−2.7% | Reduced |
| Legacy Financial Advisors, Inc. | 1,658 | $307.6K | 0.04% | −464−21.9% | Reduced |
| Meridian Wealth Advisors, LLC | 1,657 | $307.5K | 0.04% | −22−1.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,657 | $307.4K | 0.02% | −785−32.1% | Reduced |