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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
NewSquare Capital LLC240$52.5K<0.01%+7713F-HRTimeline
Covestor Ltd239$52K0.03%+313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC237$51.9K0.02%+3013F-HRTimeline
RMG Wealth Management LLC2,058$51.2K0.01%13F-HRTimeline
Nemes Rush Group LLC234$51.1K0.01%-2913F-HRTimeline
Capital Advisors, Ltd. LLC232$51K0.01%+1013F-HRTimeline
Essential Partners LLC230$50.3K0.02%13F-HRTimeline
FIRST UNITED BANK & TRUST216$47.2K0.02%013F-HRTimeline
Bangor Savings Bank206$45K<0.01%013F-HRTimeline
Stone House Investment Management, LLC206$45K0.01%-5713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P205$44.8K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc196$42.9K0.01%+213F-HRTimeline
Clean Yield Group193$42.2K0.01%+10313F-HRTimeline
Ridgewood Investments LLC193$42.2K0.02%013F-HRTimeline
Intelligent Financial Strategies189$41.3K0.02%013F-HRTimeline
First Pacific Financial187$40.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC190$40.4K<0.01%013F-HRTimeline
ROGCO, LP183$40K0.02%013F-HRTimeline
FSA Wealth Management LLC182$39.8K0.02%-6713F-HRTimeline
Frazier Financial Advisors, LLC182$39.7K0.03%+2313F-HRTimeline
ALBION FINANCIAL GROUP /UT180$39.4K<0.01%013F-HRTimeline
Access Investment Management LLC179$39.1K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.178$38.5K0.02%+713F-HRTimeline
Solstein Capital, LLC175$38.3K0.02%+4013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC170$38K<0.01%+113F-HRTimelineGroup
Garde Capital, Inc.171$37.4K<0.01%013F-HRTimeline
TD Capital Management LLC166$36.4K<0.01%+14513F-HRTimeline
Canton Hathaway, LLC164$36K0.01%013F-HRTimeline
Hanson & Doremus Investment Management163$36K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC160$35K<0.01%-213F-HRTimeline
Asset Dedication, LLC154$33.7K<0.01%+3513F-HRTimeline
Indiana Trust & Investment Management Co151$33K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.151$33K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC148$32.4K0.03%new13F-HRTimeline
Golden State Wealth Management, LLC146$31.9K<0.01%-913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC139$30.6K0.04%013F-HRTimeline
NVWM, LLC139$30.4K0.01%-213F-HRTimeline
Westside Investment Management, Inc.139$30.3K0.01%+10913F-HRTimeline
Headlands Technologies LLC134$29.3K<0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.130$28.4K0.03%13F-HRTimeline
Piscataqua Savings Bank129$28.2K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.123$26.9K0.03%+9413F-HRTimeline
Cherry Tree Wealth Management, LLC122$26.7K0.01%-1013F-HRTimeline
Sunbelt Securities, Inc.118$25.1K<0.01%-413F-HRTimeline
Private Wealth Management Group, LLC111$24.3K0.01%-213F-HRTimeline
Howard Hughes Medical Institute106$23.2K0.01%new13F-HRTimeline
Key Financial Inc106$23.2K<0.01%013F-HRTimeline
Accent Capital Management, LLC104$22.7K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC102$22.3K0.02%new13F-HRTimeline
Curat Global, LLC100$21.9K0.02%013F-HR/ATimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV99$21K0.01%-6513F-HRTimeline
WealthCollab, LLC95$20.8K0.01%013F-HRTimeline
Activest Wealth Management93$20.3K<0.01%-2213F-HRTimeline
High Note Wealth, LLC91$19.9K<0.01%-413F-HRTimeline
DT Investment Partners, LLC90$19.7K<0.01%013F-HRTimeline
2UniFi Bank90$19.7K0.01%013F-HRTimeline
Slocum, Gordon & Co LLP90$19.7K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC89$19.5K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.85$18.6K<0.01%013F-HRTimeline
ATWOOD & PALMER INC81$17.7K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp88$17.5K0.01%013F-HRTimeline
Crewe Advisors LLC80$17.5K<0.01%-1013F-HRTimeline
Mascoma Wealth Management LLC78$17.1K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC76$16.6K<0.01%+113F-HR/ATimeline
GHP Investment Advisors, Inc.76$16.6K<0.01%013F-HRTimeline
North Capital, Inc.75$16.4K0.01%013F-HRTimeline
STEPH & CO71$15.5K0.01%013F-HRTimeline
United Community Bankin group United Community Bank71$15.5K0.01%013F-HRTimelineGroup
Aspect Partners, LLC70$15.3K0.01%+713F-HRTimeline
Abound Wealth Management70$15.2K<0.01%+1213F-HRTimeline
Field & Main Bank65$14.2K<0.01%013F-HRTimeline
Avion Wealth65$14K<0.01%+1313F-HR/ATimeline
Transce3nd, LLC63$13.8K0.01%013F-HRTimeline
Copia Wealth Management62$13.6K0.01%013F-HRTimeline
Perritt Capital Management Inc61$13.3K0.01%013F-HR/ATimeline
Pflug Koory, LLC61$13.3K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC55$12K<0.01%013F-HRTimeline
Richardson Capital Management LLC55$12K0.01%013F-HRTimeline
IMG Wealth Management, Inc.55$12K0.01%new13F-HRTimeline
Creekmur Asset Management LLC54$11.8K<0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…50$11K<0.01%+413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV48$10.5K<0.01%-2213F-HRTimeline
Northwest Capital Management Inc48$10.5K0.01%-1013F-HRTimeline
Binnacle Investments Inc48$10.5K0.01%013F-HRTimeline
Hughes Financial Services, LLC50$10.2K<0.01%-513F-HRTimeline
Investors Research Corp45$9.84K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC45$9.84K<0.01%+3813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…45$9.84K<0.01%013F-HRTimeline
Kilter Group LLC45$9.84K<0.01%new13F-HRTimeline
Horizons Wealth Management44$9.62K0.01%013F-HRTimeline
Red Tortoise LLC43$9.4K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC43$9.4K0.01%+2313F-HRTimeline
Pacifica Partners Inc.43$9.33K<0.01%+1013F-HRTimeline
Valued Wealth Advisors LLC42$9.21K<0.01%+413F-HRTimeline
Coastline Trust Co42$9.18K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bare Financial Services, Inc42$9.18K<0.01%+3713F-HRTimeline
MorganRosel Wealth Management, LLC41$8.96K<0.01%+313F-HRTimeline
Operose Advisors LLC41$8.96K<0.01%013F-HRTimeline
Westend Capital Management, LLC40$8.75K<0.01%new13F-HRTimeline
BFSG, LLC39$8.53K<0.01%013F-HRTimeline
Crews Bank & Trust39$8.53K<0.01%013F-HRTimeline
Bullock Wealth Management Group39$8.49K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management38$8.31K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC37$8.13K<0.01%-513F-HRTimeline
Riggs Asset Managment Co. Inc.37$8.09K<0.01%+2513F-HRTimeline
TSFG, LLC35$8K<0.01%+113F-HRTimeline
TFC Financial Management, Inc.36$7.87K<0.01%013F-HRTimeline
Boreal Capital Management LLC36$7.87K0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC34$7.54K<0.01%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC34$7.43K<0.01%-1713F-HRTimeline
REDMONT WEALTH ADVISORS LLC33$7.21K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.32$7K<0.01%-213F-HRTimeline
WealthTrak Capital Management LLC32$7K0.01%+113F-HRTimeline
VSM Wealth Advisory, LLC32$7K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC30$6.56K<0.01%-1313F-HRTimeline
McIlrath & Eck, LLC29$6.34K<0.01%013F-HRTimeline
Tacita Capital Inc29$6.34K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates27$5.9K<0.01%+813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP25$5.47K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC25$5.47K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC25$5.47K<0.01%013F-HRTimeline
Clark Wealth Partners25$5.47K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC24$5.25K<0.01%013F-HRTimeline
Stephens Consulting, LLC22$4.81K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC21$4.61K<0.01%+313F-HRTimeline
LGT Financial Advisors LLC21$4.59K0.01%new13F-HRTimeline
Core Alternative Capital20$4.37K<0.01%-2,01713F-HRTimeline
WOLFF WIESE MAGANA LLC20$4.37K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…19$4.15K<0.01%013F-HRTimeline
North Star Investment Management Corp.18$3.94K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC18$3.94K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$3.94K<0.01%-713F-HRTimelineGroup
Bay Harbor Wealth Management, LLC18$3.94K<0.01%+1013F-HRTimeline
Main Street Group, LTD17$3.73K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC17$3.72K<0.01%013F-HRTimeline
Archer Investment Corp16$3.5K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.15$3.28K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.13$2.84K<0.01%-1013F-HRTimeline
MTM Investment Management, LLC13$2.84K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.13$2.84K<0.01%+713F-HRTimeline
Financial Perspectives, Inc12$2.65K<0.01%013F-HRTimeline
American Capital Advisory, LLC12$2.62K<0.01%+813F-HRTimeline
Asset Planning,Inc12$2.62K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.11$2.4K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.11$2.4K<0.01%13F-HRTimeline
WestEnd Advisors, LLC10$2.19K<0.01%-513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department10$2.19K<0.01%-613F-HRTimelineGroup
Quaker Wealth Management, LLC9$1.97K<0.01%new13F-HRTimeline
PayPay Securities Corp9$1.97K0.1%+313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.9$1.97K<0.01%+113F-HR/ATimelineGroup
MPWM ADVISORY SOLUTIONS, LLC9$1.97K<0.01%013F-HRTimeline
Trust Co8$1.75K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC8$1.75K<0.01%+513F-HRTimeline
Tradewinds Capital Management, LLC7$1.53K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.7$1.53K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.7$1.53K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC6$1.31K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5$1.23K<0.01%-113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5$1.09K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC5$1.09K<0.01%+313F-HRTimeline
Redwood Park Advisors LLC5$1.09K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC9$1K<0.01%013F-HRTimeline
TOBAM6$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centerpoint Advisors, LLC5$1K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4$875<0.01%-29813F-HRTimeline
West Branch Capital LLC4$875<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$262<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Soundwatch Capital LLC2,565,037$2.54Mnew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd448$288-24213F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.