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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 18,242 | $3.38M | 0.01% | −1,564−7.9% | Reduced |
| Vise Technologies, Inc. | 17,805 | $3.30M | 0.06% | +3,486+24.3% | Added |
| Omers Administration Corp | 17,660 | $3.28M | 0.02% | 00.0% | Unchanged |
| Essex LLC | 17,613 | $3.27M | 0.58% | −417−2.3% | Reduced |
| PEAK6 LLC | 17,516 | $3.25M | 0.09% | +17,516 | New |
| Axxcess Wealth Management, LLC | 17,500 | $3.25M | 0.06% | +1,269+7.8% | Added |
| Evelyn Partners Investment Management LLP | 17,495 | $3.25M | 0.09% | −335−1.9% | Reduced |
| Aigen Investment Management, LP | 17,425 | $3.23M | 0.75% | +17,425 | New |
| Dakota Wealth Management | 17,354 | $3.22M | 0.06% | +14,575+524.5% | Added |
| XTX Topco Ltd | 17,311 | $3.21M | 0.08% | +11,497+197.7% | Added |
| Becker Capital Management Inc | 17,111 | $3.17M | 0.09% | −213−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 17,085 | $3.17M | 0.02% | −702−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 17,021 | $3.16M | 0.07% | −3,816−18.3% | Reduced |
| Viking Fund Management LLC | 17,000 | $3.15M | 0.37% | +17,000 | New |
| North Dakota State Investment Board | 16,928 | $3.14M | 0.12% | +16,928 | New |
| Hancock Whitney Corp | 16,870 | $3.13M | 0.06% | −103,894−86.0% | Reduced |
| Plato Investment Management Ltd | 16,779 | $3.13M | 0.20% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 16,814 | $3.12M | 0.13% | +800+5.0% | Added |
| Pensionmark Financial Group, LLC | 16,712 | $3.10M | 0.05% | −2,020−10.8% | Reduced |
| Empirical Finance, LLC | 16,679 | $3.09M | 0.15% | −738−4.2% | Reduced |
| Phoenix Holdings Ltd. | 16,437 | $3.05M | 0.03% | −4,484−21.4% | Reduced |
| Heritage Trust Co | 16,349 | $3.03M | 0.31% | +1,180+7.8% | Added |
| Tokio Marine Asset Management Co Ltd | 16,287 | $3.02M | 0.10% | +1,035+6.8% | Added |
| Exchange Traded Concepts, LLC | 16,250 | $3.01M | 0.03% | −6,716−29.2% | Reduced |
| Ronald Blue Trust, Inc. | 16,221 | $3.01M | 0.03% | −1,143−6.6% | Reduced |
| Park Avenue Securities LLC | 16,207 | $3.01M | 0.03% | −970−5.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,200 | $3.01M | 0.14% | +16,200 | New |
| Tiaa Trust, National Association | 16,191 | $3.00M | 0.01% | −250−1.5% | Reduced |
| Oak Thistle LLC | 16,107 | $2.99M | 0.42% | +14,617+981.0% | Added |
| Bridgefront Capital, LLC | 16,070 | $2.98M | 0.75% | +10,307+178.8% | Added |
| NewEdge Wealth, LLC | 15,905 | $2.95M | 0.03% | +2,285+16.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,653 | $2.90M | 0.03% | −16−0.1% | Reduced |
| American Trust | 15,614 | $2.90M | 0.24% | −238−1.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,533 | $2.88M | 0.02% | −10,071−39.3% | Reduced |
| Resources Investment Advisors, LLC. | 15,466 | $2.87M | 0.03% | −173−1.1% | Reduced |
| Lighthouse Investment Partners, LLC | 15,448 | $2.87M | 0.10% | −8,797−36.3% | Reduced |
| DRW Securities, LLC | 15,168 | $2.81M | 0.21% | −3,883−20.4% | Reduced |
| Dark Forest Capital Management LP | 15,066 | $2.80M | 0.13% | +8,264+121.5% | Added |
| Mechanics Bank Trust Department | 15,033 | $2.79M | 0.37% | −1,380−8.4% | Reduced |
| Transcend Wealth Collective, LLC | 14,976 | $2.78M | 0.22% | −2,136−12.5% | Reduced |
| Kinneret Advisory, LLC | 14,940 | $2.77M | 0.23% | −409−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 14,689 | $2.73M | 0.03% | −2,079−12.4% | Reduced |
| Univest Financial Corp | 14,668 | $2.72M | 0.14% | −2,401−14.1% | Reduced |
| Ascent Group, LLC | 14,661 | $2.72M | 0.09% | −3,985−21.4% | Reduced |
| HB Wealth Management, LLC | 14,489 | $2.69M | 0.02% | +468+3.3% | Added |
| Kingsview Wealth Management, LLC | 14,426 | $2.68M | 0.04% | −587−3.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 14,418 | $2.67M | 0.15% | −6,880−32.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,311 | $2.65M | 0.01% | −61,364−81.1% | Reduced |
| United Capital Financial Advisers, LLC | 14,229 | $2.64M | 0.02% | +886+6.6% | Added |
| Everence Capital Management Inc | 14,208 | $2.64M | 0.16% | −2,112−12.9% | Reduced |
| Zurich Insurance Group Ltd | 14,200 | $2.63M | 0.02% | +14,200 | New |
| Freestone Capital Holdings, LLC | 14,069 | $2.61M | 0.08% | +389+2.8% | Added |
| Union Heritage Capital, LLC | 14,064 | $2.61M | 0.88% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 13,889 | $2.58M | 0.04% | +251+1.8% | Added |
| Third View Private Wealth, LLC | 13,775 | $2.56M | 0.34% | +13,775 | New |
| Beacon Pointe Advisors, LLC | 13,772 | $2.56M | 0.02% | −4,461−24.5% | Reduced |
| Axq Capital, LP | 13,767 | $2.55M | 0.58% | +12,284+828.3% | Added |
| Accurate Wealth Management, LLC | 13,682 | $2.55M | 0.32% | +255+1.9% | Added |
| Bouvel Investment Partners, LLC | 13,651 | $2.53M | 0.73% | +226+1.7% | Added |
| Founders Financial Securities LLC | 13,382 | $2.48M | 0.15% | +3,236+31.9% | Added |
| Securian Asset Management, Inc | 13,321 | $2.47M | 0.09% | −10,422−43.9% | Reduced |
| MUFG Securities Americas Inc. | 13,198 | $2.45M | 0.15% | −59−0.4% | Reduced |
| Abc Arbitrage SA | 13,177 | $2.44M | 0.23% | −885−6.3% | Reduced |
| Quadrant Capital Group LLC | 13,140 | $2.44M | 0.07% | −670−4.9% | Reduced |
| Walleye Capital LLC | 13,138 | $2.44M | 0.01% | +12,374+1,619.6% | Added |
| Sunstone Asset Management, L.P. | 13,132 | $2.44M | 2.39% | +13,132 | New |
| Cresset Asset Management, LLC | 13,072 | $2.43M | 0.01% | +1,803+16.0% | Added |
| Financial Engines Advisors L.L.C. | 13,029 | $2.42M | 0.00% | +1,505+13.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,988 | $2.41M | 0.16% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 12,976 | $2.41M | 0.56% | +12,976 | New |
| CAPROCK Group, Inc. | 12,960 | $2.40M | 0.05% | −2,381−15.5% | Reduced |
| Palouse Capital Management, Inc. | 12,857 | $2.39M | 1.53% | +3,332+35.0% | Added |
| Prosperity Consulting Group, LLC | 12,714 | $2.36M | 0.11% | −3,420−21.2% | Reduced |
| Strategic Investment Advisors | 12,635 | $2.34M | 0.20% | −1,787−12.4% | Reduced |
| Kimelman & Baird, LLC | 12,630 | $2.34M | 0.18% | −165−1.3% | Reduced |
| Ashton Thomas Securities, LLC | 12,543 | $2.33M | 0.44% | +8,880+242.4% | Added |
| Coldstream Capital Management Inc | 12,564 | $2.33M | 0.03% | −270−2.1% | Reduced |
| RSM US Wealth Management LLC | 12,367 | $2.32M | 0.03% | −489−3.8% | Reduced |
| Hohimer Wealth Management, LLC | 12,439 | $2.31M | 0.31% | +12,439 | New |
| Warren Averett Asset Management, LLC | 12,383 | $2.30M | 0.02% | +7,732+166.2% | Added |
| Private Advisor Group, LLC | 12,275 | $2.28M | 0.01% | +249+2.1% | Added |
| Argent Trust Co | 12,266 | $2.28M | 0.08% | −3,080−20.1% | Reduced |
| Nomura Holdings Inc | 12,238 | $2.27M | 0.01% | −409−3.2% | Reduced |
| MAI Capital Management | 12,227 | $2.27M | 0.01% | +4,000+48.6% | Added |
| Delta Global Management LP | 12,157 | $2.26M | 0.16% | +46+0.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 12,098 | $2.24M | 0.10% | +12,098 | New |
| Commerzbank Aktiengesellschaft | 12,038 | $2.23M | 0.05% | +6,379+112.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,887 | $2.21M | 0.01% | −20.0% | Reduced |
| TCW Group Inc | 11,883 | $2.20M | 0.02% | +11,883 | New |
| Howland Capital Management LLC | 11,694 | $2.17M | 0.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 11,652 | $2.16M | 0.04% | −700−5.7% | Reduced |
| Signaturefd, LLC | 11,585 | $2.15M | 0.03% | −336−2.8% | Reduced |
| HBK Sorce Advisory LLC | 11,327 | $2.10M | 0.05% | −104−0.9% | Reduced |
| Rockland Trust Co | 11,183 | $2.07M | 0.08% | −890−7.4% | Reduced |
| Pinnacle Associates Ltd | 10,933 | $2.03M | 0.03% | +734+7.2% | Added |
| Vectors Research Management, LLC | 10,908 | $2.02M | 0.62% | −2,363−17.8% | Reduced |
| Edgestream Partners, L.P. | 10,702 | $1.99M | 0.06% | −64,714−85.8% | Reduced |
| R Squared Ltd | 10,685 | $1.98M | 0.93% | +4,651+77.1% | Added |
| Cincinnati Indemnity Co | 10,596 | $1.97M | 4.93% | +10,596 | New |
| Summit Financial, LLC | 10,574 | $1.96M | 0.03% | −271−2.5% | Reduced |