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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 10,526 | $1.95M | 0.03% | −2,945−21.9% | Reduced |
| HighPoint Advisor Group LLC | 10,523 | $1.95M | 0.04% | −136−1.3% | Reduced |
| Jones Financial Companies LLLP | 10,500 | $1.95M | 0.00% | +960+10.1% | Added |
| Ashton Thomas Private Wealth, LLC | 10,495 | $1.95M | 0.05% | +314+3.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10,370 | $1.92M | 0.07% | +10,370 | New |
| Global Retirement Partners, LLC | 10,212 | $1.89M | 0.03% | +5,225+104.8% | Added |
| Kestra Advisory Services, LLC | 10,191 | $1.89M | 0.01% | −1,473−12.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,172 | $1.89M | 0.02% | −38−0.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 10,089 | $1.87M | 0.11% | +255+2.6% | Added |
| Chesley Taft & Associates LLC | 10,052 | $1.86M | 0.07% | +4,011+66.4% | Added |
| Meeder Advisory Services, Inc. | 10,047 | $1.86M | 0.08% | +515+5.4% | Added |
| Wealthcare Advisory Partners LLC | 10,018 | $1.86M | 0.04% | +22+0.2% | Added |
| Clearstead Advisors, LLC | 10,008 | $1.86M | 0.02% | +864+9.4% | Added |
| Wealth Alliance | 10,002 | $1.86M | 0.18% | +120+1.2% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.86M | 0.06% | 00.0% | Unchanged |
| Shay Capital LLC | 10,000 | $1.86M | 0.30% | +10,000 | New |
| River Wealth Advisors LLC | 9,963 | $1.85M | 0.21% | −2,455−19.8% | Reduced |
| Syon Capital LLC | 9,959 | $1.85M | 0.09% | +974+10.8% | Added |
| Fiduciary Trust Co | 9,901 | $1.84M | 0.02% | −2,002−16.8% | Reduced |
| Buckingham Strategic Partners | 9,855 | $1.83M | 0.02% | −2,192−18.2% | Reduced |
| Ritholtz Wealth Management | 9,843 | $1.83M | 0.03% | −513−5.0% | Reduced |
| Venture Visionary Partners LLC | 9,667 | $1.79M | 0.06% | +2,959+44.1% | Added |
| Ballentine Partners, LLC | 9,636 | $1.79M | 0.03% | +256+2.7% | Added |
| Equitable Holdings, Inc. | 9,573 | $1.78M | 0.01% | +5,787+152.9% | Added |
| Pictet Bank & Trust Ltd | 9,549 | $1.77M | 2.13% | +1,154+13.7% | Added |
| Lecap Asset Management Ltd | 9,521 | $1.77M | 0.70% | −5,130−35.0% | Reduced |
| Greenleaf Trust | 9,413 | $1.75M | 0.02% | +578+6.5% | Added |
| V-Square Quantitative Management LLC | 9,393 | $1.74M | 0.18% | −1,063−10.2% | Reduced |
| EP Wealth Advisors, LLC | 9,338 | $1.73M | 0.01% | +9,338 | New |
| Voleon Capital Management LP | 9,335 | $1.73M | 0.04% | +2,399+34.6% | Added |
| Citizens Financial Group Inc | 9,184 | $1.70M | 0.02% | −697−7.1% | Reduced |
| Tema ETFs LLC | 9,117 | $1.69M | 0.13% | −24−0.3% | Reduced |
| RMR Wealth Builders | 9,113 | $1.69M | 0.14% | +53+0.6% | Added |
| Tounjian Advisory Partners, LLC | 9,078 | $1.68M | 0.57% | +9,078 | New |
| Front Row Advisors LLC | 9,065 | $1.68M | 0.56% | −167−1.8% | Reduced |
| IFP Advisors, Inc | 9,063 | $1.68M | 0.04% | +1,731+23.6% | Added |
| Inceptionr LLC | 8,985 | $1.67M | 0.46% | +8,985 | New |
| Bowen Hanes & Co Inc | 8,911 | $1.65M | 0.04% | −3,250−26.7% | Reduced |
| Impact Capital Partners LLC | 8,890 | $1.65M | 0.49% | +305+3.6% | Added |
| Grimes & Company, Inc. | 8,883 | $1.65M | 0.04% | +79+0.9% | Added |
| We Are One Seven, LLC | 8,876 | $1.65M | 0.03% | +2,800+46.1% | Added |
| Capital Asset Advisory Services LLC | 8,868 | $1.65M | 0.07% | +1,175+15.3% | Added |
| Tealwood Asset Management Inc | 8,855 | $1.64M | 0.74% | −32−0.4% | Reduced |
| Hills Bank & Trust Co | 8,840 | $1.64M | 0.10% | −1,650−15.7% | Reduced |
| WSFS Capital Management, LLC | 8,835 | $1.64M | 0.08% | −642−6.8% | Reduced |
| Regions Financial Corp | 8,815 | $1.64M | 0.01% | −421−4.6% | Reduced |
| Pinebridge Investments LLC | 8,737 | $1.62M | 0.01% | +8,737 | New |
| Smartleaf Asset Management LLC | 8,568 | $1.61M | 0.06% | +8+0.1% | Added |
| Savant Capital, LLC | 8,622 | $1.60M | 0.01% | +1,214+16.4% | Added |
| Daiwa Securities Group Inc. | 79,977 | $1.60M | 0.01% | +2,247+2.9% | Added |
| Bokf, NA | 8,599 | $1.60M | 0.02% | −2,878−25.1% | Reduced |
| Moody National Bank Trust Division | 8,574 | $1.59M | 0.15% | −3,644−29.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,436 | $1.58M | 0.15% | −205−2.4% | Reduced |
| Storen Legacy Partners, LLC | 8,499 | $1.58M | 0.49% | +8,499 | New |
| Mission Wealth Management, LP | 8,444 | $1.57M | 0.03% | −115−1.3% | Reduced |
| Shelton Capital Management | 8,414 | $1.56M | 0.03% | −3,768−30.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,398 | $1.56M | 0.09% | −11,530−57.9% | Reduced |
| First Citizens Bank & Trust Co | 8,373 | $1.55M | 0.03% | +97+1.2% | Added |
| Ledyard National Bank | 8,361 | $1.55M | 0.13% | +676+8.8% | Added |
| Delap Wealth Advisory, LLC | 8,349 | $1.55M | 0.60% | 00.0% | Unchanged |
| Pensionfund Sabic | 8,300 | $1.54M | 0.42% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,287 | $1.54M | 0.07% | −2,745−24.9% | Reduced |
| Courier Capital LLC | 8,281 | $1.54M | 0.09% | −1,592−16.1% | Reduced |
| Sumitomo Life Insurance Co | 8,215 | $1.52M | 0.04% | +54+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 8,197 | $1.52M | 0.37% | +8+0.1% | Added |
| Farther Finance Advisors, LLC | 8,160 | $1.51M | 0.02% | +1,507+22.7% | Added |
| Evercore Wealth Management, LLC | 8,044 | $1.49M | 0.02% | −45−0.6% | Reduced |
| PFG Advisors | 7,953 | $1.48M | 0.07% | −7,282−47.8% | Reduced |
| Perigon Wealth Management, LLC | 7,896 | $1.46M | 0.03% | −5,484−41.0% | Reduced |
| Lantz Financial LLC | 7,763 | $1.44M | 0.30% | +25+0.3% | Added |
| Ameritas Advisory Services, LLC | 7,649 | $1.42M | 0.05% | +6,887+903.8% | Added |
| Stance Capital LLC | 7,610 | $1.41M | 0.52% | +988+14.9% | Added |
| Icon Wealth Advisors, LLC | 7,594 | $1.41M | 0.09% | −6,114−44.6% | Reduced |
| Equitable Trust Co | 7,540 | $1.40M | 0.06% | +1,062+16.4% | Added |
| Skopos Labs, Inc. | 7,409 | $1.39M | 0.06% | +2,069+38.7% | Added |
| Westerkirk Capital Inc. | 7,410 | $1.37M | 0.13% | −700−8.6% | Reduced |
| Dover Advisors, LLC | 7,378 | $1.37M | 0.53% | −805−9.8% | Reduced |
| LS Investment Advisors, LLC | 7,346 | $1.36M | 0.19% | −403−5.2% | Reduced |
| Virtu Financial LLC | 7,335 | $1.36M | 0.05% | +1,802+32.6% | Added |
| TCTC Holdings, LLC | 7,247 | $1.34M | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,225 | $1.34M | 0.04% | −105−1.4% | Reduced |
| Principal Securities, Inc. | 7,217 | $1.34M | 0.02% | −789−9.9% | Reduced |
| GTS Securities LLC | 7,216 | $1.34M | 0.05% | +4,579+173.6% | Added |
| Capstone Investment Advisors, LLC | 7,156 | $1.33M | 0.01% | +4,719+193.6% | Added |
| NorthStar Asset Management LLC | 7,131 | $1.32M | 0.60% | −170−2.3% | Reduced |
| Arkadios Wealth Advisors | 7,037 | $1.31M | 0.03% | −310−4.2% | Reduced |
| McAdam, LLC | 7,003 | $1.30M | 0.06% | −7−0.1% | Reduced |
| Essex Financial Services, Inc. | 6,985 | $1.30M | 0.07% | +3,411+95.4% | Added |
| Quantitative Investment Management, LLC | 6,888 | $1.28M | 0.12% | +6,888 | New |
| Welch & Forbes LLC | 6,844 | $1.27M | 0.02% | −93−1.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 5,394 | $1.26M | 0.10% | +5,394 | New |
| Boyd Watterson Asset Management LLC | 6,791 | $1.26M | 0.36% | +80+1.2% | Added |
| Chatham Capital Group, Inc. | 6,778 | $1.26M | 0.18% | −1,075−13.7% | Reduced |
| US Asset Management LLC | 6,778 | $1.26M | 1.03% | −69−1.0% | Reduced |
| Wealthspire Advisors, LLC | 6,739 | $1.25M | 0.01% | +5,024+292.9% | Added |
| WestHill Financial Advisors, Inc. | 6,731 | $1.25M | 0.24% | +4,599+215.7% | Added |
| Adviser Investments LLC | 6,720 | $1.25M | 0.01% | −166−2.4% | Reduced |
| RCS Financial Planning, LLC | 6,703 | $1.24M | 0.54% | −200−2.9% | Reduced |
| EFG International AG | 6,700 | $1.24M | 0.02% | +6,700 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,682 | $1.24M | 0.02% | −1,701−20.3% | Reduced |