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 |
|---|---|---|---|---|---|
| United Bank | 6,633 | $1.23M | 0.42% | +121+1.9% | Added |
| Arwa LLC | 6,626 | $1.23M | 0.72% | +6,626 | New |
| Smithfield Trust Co | 6,619 | $1.23M | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,600 | $1.22M | 0.21% | −119−1.8% | Reduced |
| Dockside LLC | 6,582 | $1.22M | 0.31% | +6,582 | New |
| Sivia Capital Partners, LLC | 6,558 | $1.22M | 0.25% | +4,878+290.4% | Added |
| Souders Financial Advisors | 6,553 | $1.22M | 0.14% | −507−7.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,545 | $1.21M | 0.12% | −195−2.9% | Reduced |
| Citizens & Northern Corp | 6,509 | $1.21M | 0.30% | −219−3.3% | Reduced |
| Parallel Advisors, LLC | 6,486 | $1.20M | 0.02% | +587+10.0% | Added |
| Stevens Capital Management LP | 6,431 | $1.19M | 0.42% | +5,105+385.0% | Added |
| Integrity Alliance, LLC. | 6,411 | $1.19M | 0.04% | +1,110+20.9% | Added |
| Stephens Inc | 6,383 | $1.18M | 0.01% | +1,162+22.3% | Added |
| Belpointe Asset Management LLC | 6,279 | $1.16M | 0.04% | −2,395−27.6% | Reduced |
| EverSource Wealth Advisors, LLC | 6,264 | $1.16M | 0.04% | +244+4.1% | Added |
| Polymer Capital Management (US) LLC | 6,209 | $1.15M | 0.15% | −7,783−55.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,200 | $1.15M | 0.20% | −1,720−21.7% | Reduced |
| Donaldson Capital Management, LLC | 6,182 | $1.15M | 0.04% | −4,112−39.9% | Reduced |
| Exchange Bank | 6,170 | $1.14M | 0.79% | +6+0.1% | Added |
| AA Financial Advisors, LLC | 6,128 | $1.14M | 0.21% | +579+10.4% | Added |
| EntryPoint Capital, LLC | 6,067 | $1.13M | 0.44% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 6,058 | $1.12M | 0.52% | −150−2.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.12M | 0.33% | 00.0% | Unchanged |
| Allworth Financial LP | 6,050 | $1.12M | 0.00% | +916+17.8% | Added |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.12M | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,041 | $1.12M | 0.07% | −3,942−39.5% | Reduced |
| D.A. Davidson & Co. | 6,036 | $1.12M | 0.01% | +1,522+33.7% | Added |
| Frank, Rimerman Advisors LLC | 6,008 | $1.11M | 0.07% | +2,871+91.5% | Added |
| Longfellow Investment Management Co LLC | 5,943 | $1.10M | 0.25% | +1,565+35.7% | Added |
| Simplicity Wealth,LLC | 5,919 | $1.10M | 0.07% | −736−11.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,901 | $1.09M | 0.08% | +986+20.1% | Added |
| Elmwood Wealth Management, Inc. | 5,867 | $1.09M | 0.34% | +144+2.5% | Added |
| Legacy Capital Wealth Partners, LLC | 5,845 | $1.08M | 0.23% | +601+11.5% | Added |
| Diversify Advisory Services, LLC | 5,911 | $1.08M | 0.03% | +454+8.3% | Added |
| Havemeyer Place LP | 5,787 | $1.07M | 0.21% | +5,787 | New |
| Norway Savings Bank | 5,774 | $1.07M | 0.50% | −660−10.3% | Reduced |
| S-Bank Fund Management Ltd | 5,766 | $1.07M | 0.14% | −1,436−19.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,743 | $1.06M | 0.28% | −20.0% | Reduced |
| DF Dent & Co Inc | 5,728 | $1.06M | 0.02% | +38+0.7% | Added |
| 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 |
| Laurel Oak Wealth Management, LLC | 5,663 | $1.05M | 0.18% | +5,663 | New |
| Fifth Third Wealth Advisors LLC | 5,643 | $1.05M | 0.04% | −457−7.5% | Reduced |
| Nilsine Partners, LLC | 5,572 | $1.03M | 0.09% | +281+5.3% | Added |
| Fidelis Capital Partners, LLC | 5,556 | $1.03M | 0.07% | −377−6.4% | Reduced |
| JGP Wealth Management, LLC | 5,548 | $1.03M | 0.11% | +388+7.5% | Added |
| Canandaigua National Bank & Trust Co | 5,538 | $1.03M | 0.09% | +700+14.5% | Added |
| GAMMA Investing LLC | 5,533 | $1.03M | 0.05% | −695−11.2% | Reduced |
| Neville Rodie & Shaw Inc | 5,530 | $1.03M | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,605 | $1.03M | 0.04% | −1,398−20.0% | Reduced |
| Ironwood Investment Counsel, LLC | 5,523 | $1.02M | 0.14% | +27+0.5% | Added |
| Smith, Salley & Associates | 5,521 | $1.02M | 0.05% | +237+4.5% | Added |
| Novem Group | 5,464 | $1.01M | 0.12% | +1,512+38.3% | Added |
| Gateway Investment Advisers LLC | 5,464 | $1.01M | 0.01% | +2,242+69.6% | Added |
| Trust Asset Management LLC | 5,454 | $1.01M | 0.07% | −208−3.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,381 | $998.2K | 0.05% | +185+3.6% | Added |
| Valeo Financial Advisors, LLC | 5,357 | $993.8K | 0.02% | −116−2.1% | Reduced |
| Fieldview Capital Management, LLC | 5,322 | $987.3K | 0.17% | +5,322 | New |
| TD Private Client Wealth LLC | 5,250 | $974.0K | 0.02% | −2,418−31.5% | Reduced |
| Walleye Trading LLC | 5,249 | $973.8K | 0.02% | −5,428−50.8% | Reduced |
| Quadcap Wealth Management, LLC | 5,219 | $968.2K | 0.11% | +284+5.8% | Added |
| Hamilton Point Investment Advisors, LLC | 5,158 | $956.8K | 0.15% | +32+0.6% | Added |
| WBI Investments | 5,119 | $949.7K | 0.25% | +237+4.9% | Added |
| Broadway Wealth Solutions, Inc. | 5,116 | $949.1K | 0.51% | −17−0.3% | Reduced |
| Employees Retirement System of Texas | 5,117 | $949.0K | 0.01% | +4,685+1,084.5% | Added |
| Profund Advisors LLC | 5,097 | $945.6K | 0.03% | −1,630−24.2% | Reduced |
| Advisory Services Network, LLC | 5,092 | $944.6K | 0.01% | −2,452−32.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,052 | $937.3K | 0.01% | −539−9.6% | Reduced |
| Chilton Investment Co LLC | 5,006 | $928.7K | 0.02% | +72+1.5% | Added |
| Mach-1 Financial Group, Inc. | 5,005 | $928.5K | 0.19% | +5,005 | New |
| Leavell Investment Management, Inc. | 5,005 | $928.5K | 0.04% | +10.0% | Added |
| Cito Capital Group, LLC | 5,000 | $928.0K | 0.27% | +700+16.3% | Added |
| Truefg, LLC | 5,000 | $927.6K | 0.25% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,968 | $921.7K | 0.01% | −47−0.9% | Reduced |
| Sagespring Wealth Partners, LLC | 4,966 | $921.2K | 0.02% | −629−11.2% | Reduced |
| Fjell Capital, LLC | 4,954 | $919.1K | 0.70% | +199+4.2% | Added |
| Checchi Capital Advisers, LLC | 4,950 | $918.3K | 0.06% | −299−5.7% | Reduced |
| Bridgewater Advisors Inc. | 5,153 | $917.6K | 0.06% | −41−0.8% | Reduced |
| Mattern Capital Management, LLC | 4,941 | $916.7K | 0.11% | +777+18.7% | Added |
| SkyView Investment Advisors, LLC | 4,928 | $914.0K | 0.12% | −132−2.6% | Reduced |
| Pallas Capital Advisors LLC | 4,892 | $907.5K | 0.03% | +1,213+33.0% | Added |
| Gilbert & Cook, Inc. | 4,886 | $906.5K | 0.11% | +3,040+164.7% | Added |
| West Paces Advisors Inc. | 4,866 | $902.7K | 0.17% | −688−12.4% | Reduced |
| Boothbay Fund Management, LLC | 4,853 | $900.3K | 0.02% | +3,122+180.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,848 | $899.4K | 0.07% | +1,446+42.5% | Added |
| Forum Financial Management, LP | 4,815 | $893.3K | 0.01% | +537+12.6% | Added |
| SRS Capital Advisors, Inc. | 4,811 | $892.5K | 0.03% | −14,182−74.7% | Reduced |
| Simplex Trading, LLC | 4,803 | $891.1K | 0.03% | +4,803 | New |
| Cary Street Partner Investment Advisory LLC | 4,799 | $890.4K | 0.24% | +16+0.3% | Added |
| Parsonex Advisory Services, Inc. | 4,754 | $882.0K | 0.56% | −120−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,753 | $881.9K | 0.03% | −95−2.0% | Reduced |
| HM Payson & Co | 4,726 | $876.8K | 0.01% | −224−4.5% | Reduced |
| Atlantic Union Bankshares Corp | 4,726 | $876.8K | 0.02% | +54+1.2% | Added |
| Journey Strategic Wealth LLC | 4,724 | $876.6K | 0.02% | −2,233−32.1% | Reduced |
| Cigna Investments Inc | 4,708 | $873.0K | 0.13% | −56−1.2% | Reduced |
| Beck Bode, LLC | 4,689 | $869.9K | 0.14% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,678 | $867.9K | 0.20% | −1,156−19.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,645 | $861.7K | 0.33% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,586 | $859.1K | 0.02% | +1,247+37.3% | Added |
| Quadrant Private Wealth Management, LLC | 4,623 | $857.7K | 0.14% | −22−0.5% | Reduced |