Stock ownership · SEC 13F · Q4 2025
MARSH & MCLENNAN COS INC
A breakdown of MARSH & MCLENNAN COS INC's institutional base (CUSIP 571748102): the holders, the concentration among them, and what changed last quarter.
- $10.3M
- Reported value
- 9
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, MARSH & MCLENNAN COS INC ranks #435 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $10.3M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 9
- institutions hold it
- $10.3M
- reported 13F value
- 99%
- held by top 5
- #435
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, MARSH & MCLENNAN COS INC ranks #435 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 571748102 · Q4 2025 $10M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #435/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH VANGUARD WORLD FD
- ACTIVITY-MID 6 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD WORLD FD
Read with: Ownership concentration guide - MARSH & MCLENNAN COS INC's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · MARSH & MCLENNAN COS INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a MARSH & MCLENNAN COS INC position has fallen from 10 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 43,875 | $8.1M | 78.7% |
| 2 | ARWA LLC | 6,626 | $1.2M | 11.9% |
| 3 | GROUPAMA ASSET MANAGMENT | 2,236 | $415K | 4.0% |
| 4 | Tempo Wealth, LLC | 1,736 | $322K | 3.1% |
| 5 | Anchor Investment Management, LLC | 529 | $98K | 0.9% |
| 6 | CHELSEA COUNSEL CO | 300 | $56K | 0.5% |
| 7 | MidFirst Bank | 219 | $41K | 0.4% |
| 8 | Bell Investment Advisors, Inc | 154 | $29K | 0.3% |
| 9 | TD Capital Management LLC | 100 | $18K | 0.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among MARSH & MCLENNAN COS INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (6)
Complete exits (13)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for MARSH & MCLENNAN COS INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($10.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.