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 |
|---|---|---|---|---|---|
| Oxford Asset Management LLP | 4,606 | $854.5K | 0.30% | +4,606 | New |
| Kovitz Investment Group Partners, LLC | 4,579 | $849.6K | 0.02% | −73,088−94.1% | Reduced |
| Center For Asset Management LLC | 4,550 | $844.2K | 0.44% | −1,002−18.0% | Reduced |
| Charter Trust Co | 4,531 | $840.6K | 0.05% | −90−1.9% | Reduced |
| Venturi Wealth Management, LLC | 4,495 | $833.7K | 0.04% | −111−2.4% | Reduced |
| Cascade Financial Partners, LLC | 4,476 | $830.3K | 0.08% | −200−4.3% | Reduced |
| Boltwood Capital Management | 4,473 | $829.8K | 0.22% | −54−1.2% | Reduced |
| Trust Co of Toledo NA | 4,453 | $826.1K | 0.08% | +157+3.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,451 | $825.7K | 0.05% | −435−8.9% | Reduced |
| Sage Mountain Advisors LLC | 4,436 | $823.0K | 0.04% | +663+17.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,432 | $822.2K | 0.04% | −21,578−83.0% | Reduced |
| Change Path, LLC | 4,404 | $817.1K | 0.02% | −5,898−57.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,376 | $811.8K | 0.11% | +4,376 | New |
| TBH Global Asset Management, LLC | 4,373 | $811.3K | 0.14% | −118−2.6% | Reduced |
| Integrated Advisors Network LLC | 4,367 | $810.1K | 0.04% | −676−13.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,351 | $807.2K | 0.01% | −1,141−20.8% | Reduced |
| Bryn Mawr Trust Co | 4,308 | $799.2K | 0.02% | −2,515−36.9% | Reduced |
| Baker Ellis Asset Management LLC | 4,306 | $798.8K | 0.10% | −1,312−23.4% | Reduced |
| Western Wealth Management, LLC | 4,295 | $796.8K | 0.04% | +4+0.1% | Added |
| Prospera Financial Services Inc | 4,272 | $793.3K | 0.01% | −8,271−65.9% | Reduced |
| 111 Capital | 4,244 | $787.3K | 0.17% | +2,798+193.5% | Added |
| Regal Investment Advisors LLC | 4,236 | $785.9K | 0.05% | +4,236 | New |
| Net Worth Advisory Group | 4,195 | $778.3K | 0.16% | +439+11.7% | Added |
| Tower Trust & Investment Co | 4,168 | $773.2K | 0.49% | −145−3.4% | Reduced |
| Midwest Trust Co | 4,162 | $772.1K | 0.01% | −355−7.9% | Reduced |
| GM Advisory Group, Inc. | 4,145 | $769.1K | 0.03% | −33−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 4,145 | $769.0K | 0.03% | −240−5.5% | Reduced |
| Ausdal Financial Partners, Inc. | 4,129 | $766.0K | 0.04% | −478−10.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,127 | $765.6K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,159 | $761.8K | 0.02% | +2,162+108.3% | Added |
| Marshall Financial Group LLC | 4,094 | $759.6K | 0.15% | −137−3.2% | Reduced |
| Mma Asset Management LLC | 4,083 | $757.5K | 0.27% | +70+1.7% | Added |
| Level Four Advisory Services, LLC | 4,070 | $755.1K | 0.02% | +287+7.6% | Added |
| Farringdon Capital, Ltd. | 4,070 | $755.1K | 0.19% | +4,070 | New |
| Alerus Financial NA | 4,054 | $752.1K | 0.04% | −11,334−73.7% | Reduced |
| Wingate Wealth Advisors, Inc. | 4,040 | $749.5K | 0.42% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,040 | $749.5K | 0.04% | +322+8.7% | Added |
| Empower Advisory Group, LLC | 4,008 | $743.6K | 0.00% | +369+10.1% | Added |
| Howard Capital Management Inc. | 3,989 | $740.0K | 0.01% | +196+5.2% | Added |
| Tobam | 3,989 | $740.0K | 0.18% | +3,977+33,141.7% | Added |
| SFMG, LLC | 3,983 | $738.9K | 0.05% | +32+0.8% | Added |
| Signet Private Wealth LLC | 3,945 | $731.8K | 0.70% | +3,945 | New |
| Mutual Advisors, LLC | 3,944 | $731.6K | 0.02% | −481−10.9% | Reduced |
| James Hambro & Partners | 3,928 | $728.9K | 0.03% | −25−0.6% | Reduced |
| First National Trust Co | 3,912 | $725.8K | 0.02% | −799−17.0% | Reduced |
| Kondo Wealth Advisors, Inc. | 3,902 | $723.9K | 0.28% | −29−0.7% | Reduced |
| Essex Investment Management Co LLC | 3,899 | $723.3K | 0.11% | −34−0.9% | Reduced |
| PDS Planning, Inc | 3,897 | $723.0K | 0.05% | −274−6.6% | Reduced |
| Parisi Gray Wealth Management | 3,882 | $720.2K | 0.16% | 00.0% | Unchanged |
| David Loasby | 3,868 | $718.0K | 0.05% | +281+7.8% | Added |
| Coastal Bridge Advisors, LLC | 3,852 | $714.8K | 0.05% | −86−2.2% | Reduced |
| Aries Wealth Management | 3,829 | $710.4K | 0.16% | −4−0.1% | Reduced |
| Independent Advisor Alliance | 3,810 | $706.8K | 0.02% | −966−20.2% | Reduced |
| VeraBank, N.A. | 3,810 | $706.8K | 0.13% | −135−3.4% | Reduced |
| Sowell Financial Services LLC | 3,805 | $705.9K | 0.03% | −668−14.9% | Reduced |
| Summit Global Investments | 3,799 | $705.0K | 0.04% | −7,626−66.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,749 | $695.5K | 0.12% | −12−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,734 | $692.6K | 0.07% | +94+2.6% | Added |
| Manchester Capital Management LLC | 3,702 | $686.8K | 0.09% | +45+1.2% | Added |
| Persium Advisors, LLC | 3,697 | $685.9K | 0.50% | +3,697 | New |
| Allred Capital Management, LLC | 3,664 | $679.8K | 0.25% | −46−1.2% | Reduced |
| Rothschild Investment LLC | 3,662 | $679.3K | 0.04% | +1,557+74.0% | Added |
| Gryphon Financial Partners LLC | 3,650 | $677.1K | 0.07% | +446+13.9% | Added |
| Fulton Bank, N.A. | 3,647 | $676.6K | 0.02% | +377+11.5% | Added |
| Advance Capital Management, Inc. | 3,643 | $675.9K | 0.03% | +5+0.1% | Added |
| Shira Ridge Wealth Management | 3,641 | $675.5K | 0.27% | −28−0.8% | Reduced |
| Delta Investment Management, LLC | 3,622 | $671.9K | 0.12% | +119+3.4% | Added |
| Westpac Banking Corp | 3,614 | $670.5K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,600 | $667.9K | 0.18% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,541 | $656.9K | 0.04% | −1,647−31.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,541 | $656.9K | 0.16% | −90−2.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $656.7K | 0.04% | +3,500 | New |
| SWMG, LLC | 3,547 | $656.3K | 0.18% | −567−13.8% | Reduced |
| Caldwell Trust Co | 3,531 | $655.1K | 0.06% | −396−10.1% | Reduced |
| Qtron Investments LLC | 3,524 | $653.8K | 0.08% | −182−4.9% | Reduced |
| LGT Fund Management Co Ltd. | 3,480 | $652.0K | 0.05% | −784−18.4% | Reduced |
| Sylvest Advisors, LLC | 3,504 | $650.1K | 0.35% | +3,504 | New |
| Integrated Wealth Concepts LLC | 3,503 | $649.8K | 0.01% | −645−15.5% | Reduced |
| Noesis Capital Mangement Corp | 3,500 | $649.3K | 0.09% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 3,673 | $645.2K | 0.01% | +2,454+201.3% | Added |
| AlphaCore Capital LLC | 3,443 | $638.8K | 0.01% | −1,051−23.4% | Reduced |
| Strategic Blueprint, LLC | 3,434 | $637.1K | 0.04% | −19−0.6% | Reduced |
| PCM Encore, LLC | 3,425 | $635.3K | 0.14% | +3,425 | New |
| Verdence Capital Advisors LLC | 3,390 | $628.9K | 0.04% | −2,939−46.4% | Reduced |
| PUREfi Wealth, LLC | 3,379 | $626.9K | 0.48% | −776−18.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,376 | $626.3K | 0.10% | −1,330−28.3% | Reduced |
| Advyzon Investment Management, LLC | 3,370 | $625.1K | 0.07% | +660+24.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $618.5K | 0.02% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,329 | $617.6K | 0.16% | −46−1.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,283 | $609.1K | 0.15% | +525+19.0% | Added |
| Waller Financial Planning Group, Inc | 3,255 | $603.9K | 0.13% | +16+0.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $601.8K | 0.05% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 3,236 | $600.3K | 0.12% | +16+0.5% | Added |
| Parvin Asset Management, LLC | 3,230 | $599.2K | 0.48% | 00.0% | Unchanged |
| STRS Ohio | 3,211 | $595.7K | 0.00% | −169,134−98.1% | Reduced |
| Coign Capital Advisors LLC | 3,201 | $593.9K | 0.31% | +99+3.2% | Added |
| Duncker Streett & Co Inc | 3,200 | $593.7K | 0.11% | 00.0% | Unchanged |
| Yanni & Associates Investment Advisors, LLC | 3,180 | $590.0K | 0.59% | +3,180 | New |
| Williams Jones Wealth Management, LLC. | 3,161 | $586.4K | 0.01% | −98−3.0% | Reduced |
| Defined Wealth Management, LLC | 3,157 | $585.7K | 0.34% | +10+0.3% | Added |