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Disclosery

MRSH MARSH & MCLENNAN COS INC

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COM (common), issuer CIK 62709

1,570 managers (1,612 13F filers) reported a position in MRSH shares at 2025-06-30, 447,593,229 shares in all. 108 filers opened a position and 130 filers sold out during the quarter.

Managers
1,570
13F filers
1,612
New
108
Added
617
Reduced
593
Sold out
130
Shares held by filers
447,593,229

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kondo Wealth Advisors, Inc.3,975$866K0.38%+113F-HRTimeline
AE Wealth Management LLC3,959$866K0.01%+44613F-HRTimeline
SFMG, LLC3,952$864K0.06%-8413F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC3,933$860K0.16%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,932$860K0.01%+7713F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC3,928$859K0.2%-29213F-HRTimeline
AlphaQuest LLC3,912$855K0.08%-9,02513F-HRTimeline
PUREfi Wealth, LLC3,906$854K0.68%+58213F-HRTimeline
MMA ASSET MANAGEMENT LLC3,900$853K0.33%+39613F-HRTimeline
Glenview Trust Co3,897$852K0.01%+37913F-HRTimeline
Parisi Gray Wealth Management3,882$849K0.24%+113F-HRTimeline
Genesee Capital Advisors, LLC3,860$844K0.38%+3413F-HRTimeline
Marshall Financial Group, LLC3,944$841K0.16%new13F-HRTimeline
Net Worth Advisory Group3,844$840K0.19%-10013F-HRTimeline
Aries Wealth Management3,837$839K0.22%013F-HRTimeline
Aigen Investment Management, LP3,820$835K0.11%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,805$832K0.11%-62213F-HRTimeline
MGO ONE SEVEN LLC3,801$831K0.03%-1,50113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,794$830K0.03%-5,35013F-HRTimeline
Baker Ellis Asset Management LLC3,788$828K0.11%013F-HRTimeline
NOVEM GROUP3,765$823K0.1%new13F-HRTimeline
Graypoint LLC3,764$823K0.05%+8113F-HRTimeline
Matthew Goff Investment Advisor, LLC3,761$822K0.15%013F-HRTimeline
GC Wealth Management RIA, LLC3,759$822K0.07%+2,80713F-HRTimeline
Allred Capital Management, LLC3,741$818K0.31%-20413F-HRTimeline
Empower Advisory Group, LLC3,697$808K<0.01%+48513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,695$808K0.06%-38213F-HRTimeline
Ausdal Financial Partners, Inc.3,694$808K0.05%-7413F-HRTimeline
Howard Capital Management, LLC3,689$807K0.01%+93413F-HRTimeline
Opes Wealth Management LLC3,688$806K0.14%new13F-HRTimeline
Shira Ridge Wealth Management3,666$802K0.37%-5213F-HRTimeline
Prime Capital Investment Advisors, LLC3,666$801K0.01%-1,09313F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,631$794K0.16%+1113F-HRTimeline
Caldwell Trust Co3,616$791K0.08%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP3,614$790K0.05%013F-HRTimelineGroup
CWA Asset Management Group, LLC3,612$790K0.03%+17713F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,601$787K0.02%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,600$787K0.19%-6713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,600$787K0.23%013F-HRTimeline
Avestar Capital, LLC3,598$787K0.06%+60913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,592$785K0.01%+38013F-HRTimelineGroup
LGT Fund Management Co Ltd.3,554$777K0.07%+1,31413F-HRTimeline
Mutual Advisors, LLC3,687$776K0.02%+11813F-HRTimeline
Neo Ivy Capital Management3,510$767K0.24%new13F-HRTimeline
SRN Advisors, LLC3,502$766K0.7%+20713F-HRTimeline
TBH Global Asset Management, LLC3,501$766K0.16%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,500$765K0.13%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,495$764K0.01%+49613F-HRTimelineGroup
Numerai GP LLC3,491$763K0.11%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,482$761K0.03%-1713F-HRTimelineGroup
Buckley Wealth Management, LLC3,479$761K0.23%-2213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,426$749K0.14%-25213F-HRTimeline
Strategic Blueprint, LLC3,420$748K0.04%-16113F-HRTimeline
111 Capital3,406$745K0.13%new13F-HRTimeline
Frank, Rimerman Advisors LLC3,395$742K0.05%-40013F-HRTimeline
Fulton Bank, N.A.3,395$742K0.03%-38213F-HRTimeline
Quotient Wealth Partners, LLC3,376$738K0.02%-25013F-HRTimeline
Atria Wealth Solutions, Inc.3,364$736K0.02%-3,54813F-HRTimeline
AXQ CAPITAL, LP3,342$731K0.24%+1,77113F-HRTimeline
Smith Salley Wealth Management3,337$730K0.04%+68813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,334$729K0.03%013F-HR/ATimeline
Schear Investment Advisers, LLC3,321$726K0.36%+7813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,308$723K0.01%+29613F-HRTimelineGroup
Williams Jones Wealth Management, LLC.3,304$722K0.01%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,302$722K0.09%+53613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,286$718K0.01%-10013F-HRTimeline
Proficio Capital Partners LLC3,284$718K0.04%+2213F-HRTimeline
Missouri Trust & Investment Co3,255$712K0.23%-5513F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,244$709K0.08%013F-HRTimeline
White Pine Investment CO3,241$709K0.18%-5513F-HRTimeline
CHILTON INVESTMENT CO INC.3,240$708K0.02%-1613F-HRTimeline
Parvin Asset Management, LLC3,230$706K0.73%013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC3,225$705K0.17%+1113F-HRTimeline
Aaron Wealth Advisors LLC3,220$704K0.07%-6813F-HRTimeline
Thrive Wealth Management, LLC3,219$704K0.11%-22013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,202$700K0.43%+413F-HRTimeline
Compound Planning, Inc.3,200$700K0.03%-60813F-HRTimeline
DUNCKER STREETT & CO INC3,200$700K0.13%013F-HRTimeline
Clarius Group, LLC3,182$696K0.04%+10513F-HRTimeline
Integrated Wealth Concepts LLC3,180$695K0.01%-1,16313F-HRTimeline
Ellevest, Inc.3,179$695K0.11%+9713F-HRTimeline
Portland Global Advisors LLC3,165$692K0.08%new13F-HRTimeline
Rodgers Brothers Inc.3,150$689K0.09%-10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,149$688K0.02%-12,19013F-HRTimelineGroup
Ninety One SA (Pty) Ltd3,158$687K0.11%-9613F-HRTimeline
Bill Few Associates, Inc.3,135$685K0.19%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,129$684K0.23%-1813F-HR/ATimeline
GATEWAY INVESTMENT ADVISERS LLC3,126$683K0.01%-10913F-HRTimeline
My Legacy Advisors, LLC3,181$683K0.24%+36113F-HRTimeline
DOVER ADVISORS, LLC3,102$678K0.3%-2,17713F-HRTimeline
Dakota Wealth Management3,066$670K0.01%+3513F-HRTimeline
VICUS CAPITAL3,049$667K0.06%+1113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,030$662K0.03%013F-HRTimeline
SOL Capital Management CO3,030$662K0.06%013F-HRTimeline
Farringdon Capital, Ltd.2,994$655K0.22%new13F-HRTimeline
Gryphon Financial Partners LLC2,987$653K0.09%+59613F-HRTimeline
Delta Investment Management, LLC2,986$653K0.13%-2313F-HRTimeline
Pure Financial Advisors, LLC2,963$648K0.01%+94113F-HRTimeline
Moors & Cabot, Inc.2,915$637K0.03%+1,17713F-HRTimeline
McElhenny Sheffield Capital Management,…2,897$633K0.17%+83813F-HR/ATimeline
SWMG, LLC3,050$629K0.21%+36413F-HRTimeline
Strid Group, LLC2,873$628K0.09%013F-HRTimeline
Kearns & Associates LLC2,860$625K0.36%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC2,849$623K0.13%-5013F-HRTimeline
Archvest Wealth Advisors, Inc.2,840$621K0.54%013F-HRTimeline
Aster Capital Management (DIFC) Ltd2,824$617K0.14%+90213F-HRTimeline
Sterling Wealth Management, Inc.2,818$616K0.21%13F-HRTimeline
Aprio Wealth Management, LLC2,812$615K0.07%-13613F-HRTimeline
Meritas Wealth Management, LLC2,805$613K0.34%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,800$612K0.07%-413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,800$612K0.01%-1113F-HRTimelineGroup
Premier Path Wealth Partners, LLC2,792$611K0.08%+12813F-HRTimeline
Faithward Advisors, LLC2,791$610K0.09%-6313F-HRTimeline
Coign Capital Advisors LLC2,769$605K0.41%+5513F-HRTimeline
Wellington Capital Management, Inc.2,760$603K0.9%13F-HRTimeline
44 WEALTH MANAGEMENT LLC2,749$601K0.21%+11813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,745$600K0.55%-13313F-HRTimeline
Fulcrum Asset Management LLP2,741$599K0.17%new13F-HR/ATimeline
SOA Wealth Advisors, LLC.2,723$595K0.11%+1,01213F-HRTimeline
Avalon Trust Co2,714$593K0.04%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,706$591K0.01%-4,43013F-HRTimelineGroup
GROUPAMA ASSET MANAGMENT2,704$587K0.01%-25713F-HRTimeline
CAPITAL ADVISORS INC/OK2,667$583K0.01%+2413F-HRTimeline
Warther Private Wealth, LLC2,650$579K0.15%-5013F-HRTimeline
Amplius Wealth Advisors, LLC2,635$576K0.05%-1013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC2,620$573K0.14%013F-HR/ATimeline
FOGEL CAPITAL MANAGEMENT, INC.2,614$572K0.3%new13F-HRTimeline
TFB Advisors LLC2,590$566K0.15%+413F-HRTimeline
C2C Wealth Management, LLC2,580$564K0.51%013F-HRTimeline
Financial Advocates Investment Manageme…2,561$560K0.05%+36913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,552$558K0.16%+1013F-HRTimeline
Sigma Planning Corp2,529$553K0.02%+27513F-HRTimeline
Mayflower Financial Advisors, LLC2,510$549K0.08%+38113F-HRTimeline
Evernest Financial Advisors, LLC2,510$549K0.18%+33613F-HRTimeline
Broderick Brian C2,500$547K0.11%013F-HRTimeline
Advyzon Investment Management, LLC2,490$544K0.12%+10613F-HRTimeline
Wela Strategies, Inc.2,480$542K0.21%+15513F-HRTimeline
ARS Investment Partners, LLC2,478$542K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,475$541K0.03%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation2,473$541K0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,470$540K0.04%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,458$537K0.25%+113F-HRTimeline
IFC Advisors LLC2,447$535K0.1%-7113F-HRTimeline
Keel Point, LLC2,442$534K0.04%+15013F-HRTimeline
Aberdeen Wealth Management LLC2,436$533K0.35%013F-HRTimeline
Signal Advisors Wealth, LLC2,434$532K0.04%-1413F-HRTimeline
Geneva Partners, LLC2,412$527K0.21%-16,73613F-HRTimeline
Reliant Investment Management, LLC2,411$527K0.23%-22,49313F-HRTimeline
Foguth Wealth Management, LLC.2,411$527K0.11%-4313F-HRTimeline
United Super Pty Ltd in its capacity as…2,400$525K0.02%-2,00013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,398$524K0.04%new13F-HRTimeline
Pallas Capital Advisors LLC2,385$522K0.02%-95813F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT2,385$521K0.26%-7513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,413$519K0.36%+4513F-HRTimeline
J.W. COLE ADVISORS, INC.2,365$517K0.01%+63813F-HRTimeline
Powell Investment Advisors, LLC2,359$516K0.19%013F-HRTimeline
Calydon Capital2,342$512K0.05%+1,17113F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.2,340$512K0.3%new13F-HRTimeline
James Hambro & Partners LLP2,326$509K0.02%-48513F-HRTimeline
Scott Marsh Financial, LLC2,324$508K0.19%13F-HRTimeline
JARISLOWSKY, FRASER Ltd2,323$508K<0.01%+62313F-HRTimeline
Wealthspire Advisors, LLC2,319$507K<0.01%-1,21913F-HRTimeline
D'Orazio & Associates, Inc.2,286$500K0.07%-6013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,278$498K0.18%013F-HRTimelineGroup
Advisors Capital Management, LLC2,251$492K0.01%-16613F-HRTimeline
IHT Wealth Management, LLC2,251$492K0.01%-5513F-HRTimeline
Blueshift Asset Management, LLC2,248$492K0.15%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,244$491K0.02%-16613F-HRTimeline
Intellus Advisors LLC2,241$490K0.07%013F-HRTimeline
Clarkston Capital Partners, LLC2,225$486K0.01%+50013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,218$485K0.02%-2,26713F-HRTimeline
L2 Asset Management, LLC2,207$483K0.08%+12813F-HRTimeline
Fielder Capital Group LLC2,207$482K0.13%-17913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,204$482K0.01%+10813F-HRTimelineGroup
Atala Financial Inc2,202$481K0.33%013F-HRTimeline
Penobscot Investment Management Company…2,192$479K0.04%-213F-HRTimeline
USA FINANCIAL FORMULAS2,185$478K0.08%+37613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,173$475K0.03%013F-HRTimeline
BTS Asset Management, Inc.2,164$473K0.57%new13F-HRTimeline
Procyon Advisors, LLC2,159$472K0.04%-42813F-HRTimeline
EntryPoint Capital, LLC2,148$470K0.24%+87113F-HRTimeline
Cassaday & Co Wealth Management LLC2,143$469K0.01%+4513F-HRTimeline
EVERPAR ADVISORS LLC2,140$468K0.21%+12213F-HRTimeline
WestHill Financial Advisors, Inc.2,132$466K0.1%013F-HRTimeline
MATHER GROUP, LLC.2,131$466K<0.01%-3913F-HRTimeline
EASTERN BANK2,125$465K0.01%013F-HRTimeline
TOWER BRIDGE ADVISORS2,123$464K0.05%013F-HRTimeline
Arax Advisory Partners1,237$463K0.02%+14313F-HRTimeline
Smith & Howard Wealth Management, LLC2,100$459K0.12%013F-HRTimeline
Modera Wealth Management, LLC2,097$459K0.01%-3813F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,089$457K0.05%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,087$456K<0.01%013F-HRTimeline
Andina Capital Management, LLC2,084$456K0.32%+5913F-HRTimeline
Cornerstone Advisory, LLC2,062$451K0.05%+5313F-HRTimeline
Good Life Advisors, LLC2,057$450K0.03%-11513F-HRTimeline
Cynosure Group, LLC2,051$448K0.05%-1613F-HRTimeline
Talisman Wealth Advisors LLC2,048$448K0.41%-5013F-HRTimeline
Stockman Wealth Management, Inc.2,045$447K0.06%-30013F-HRTimeline
Kessler Investment Group, LLC2,042$446K0.18%-10513F-HRTimeline
Savvy Advisors, Inc.2,038$446K0.03%+43713F-HRTimeline