Marsh & McLennan Companies, Inc.
MRSHFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Marsh & McLennan Companies, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 3, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Venator Management LLC | 2026-03-31 | 3,000 | $520K | SEC filing |
| Rialto Wealth Management, LLC | 2026-03-31 | 228 | $39.5K | SEC filing |
| AlphaCore Capital LLC | 2026-03-31 | 5,170 | $897K | SEC filing |
| Pinnacle Wealth Planning Services, Inc. | 2026-03-31 | 3,679 | $638K | SEC filing |
| Lansforsakringar Fondforvaltning AB (publ) | 2026-03-31 | 157,833 | $27.4M | SEC filing |
| BOKF, NA | 2026-03-31 | 8,529 | $1.48M | SEC filing |
| Aspect Partners, LLC | 2026-03-31 | 76 | $13.2K | SEC filing |
| NorthRock Partners, LLC | 2026-03-31 | 5,587 | $969K | SEC filing |
| Ironwood Investment Counsel, LLC | 2026-03-31 | 5,528 | $959K | SEC filing |
| Cohen Klingenstein LLC | 2026-03-31 | 10,000 | $1.73M | SEC filing |
| MAYPORT, LLC | 2026-03-31 | 2,893 | $502K | SEC filing |
| Chesley Taft & Associates LLC | 2026-03-31 | 10,030 | $1.74M | SEC filing |
| Asset Dedication, LLC | 2026-03-31 | 144 | $25K | SEC filing |
| James Hambro & Partners LLP | 2026-03-31 | 3,856 | $669K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 7,525 | $1.31M | SEC filing |
| waypoint wealth counsel | 2026-03-31 | 1,260 | $219K | SEC filing |
| Aventura Private Wealth, LLC | 2026-03-31 | 351 | $60.9K | SEC filing |
| GEM Asset Management, LLC | 2026-03-31 | 1,929 | $335K | SEC filing |
| Laird Norton Wetherby Trust Company, LLC | 2026-03-31 | 17,329 | $3.01M | SEC filing |
| VAN ECK ASSOCIATES CORP | 2026-03-31 | 118,936 | Not shown | SEC filing |
- Each value is checked against Marsh & McLennan Companies, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Marsh & McLennan Companies, Inc.'s share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-02 | Doyle John Q · President and CEO | Common Stock | S — Open market or private sale | −16,656 | 161.71 | SEC filing |
| 2026-03-11 | Jones John Jude · Chief Marketing Officer | Common Stock | S — Open market or private sale | −2,362 | 173.61 | SEC filing |
| 2026-03-04 | Doyle John Q · President and CEO | Common Stock | S — Open market or private sale | −16,655 | 183.30 | SEC filing |
| 2026-03-03 | Studer Nicholas Mark · President and CEO of OWG | Common Stock | S — Open market or private sale | −3,837 | 184.03 | SEC filing |
| 2025-12-01 | Doyle John Q · President and CEO | Common Stock | S — Open market or private sale | −21,079 | 182.22 | SEC filing |
| 2025-09-02 | Doyle John Q · President and CEO | Common Stock | S — Open market or private sale | −21,079 | 205.65 | SEC filing |
| 2025-07-30 | Anderson Anthony · Director | Common Stock | P — Open market or private purchase | +500 | 201.03 | SEC filing |
| 2025-07-29 | Anderson Anthony · Director | Common Stock | P — Open market or private purchase | +500 | 202.20 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-02 | Doyle John Q · President and CEO | Stock Options (Right to Buy) | M — Exercise or conversion of derivative security | −16,656 | SEC filing |
| 2026-06-02 | Doyle John Q · President and CEO | Common Stock | M — Exercise or conversion of derivative security | +16,656 | SEC filing |
| 2026-06-01 | BROUSSARD BRUCE D · Director | Common Stock | A — Grant, award, or other acquisition | +1,349 | SEC filing |
| 2026-06-01 | Harrison Peter · Director | Common Stock | A — Grant, award, or other acquisition | +1,350 | SEC filing |
| 2026-06-01 | Hartmann Judith · Director | Common Stock | A — Grant, award, or other acquisition | +1,349 | SEC filing |
| 2026-06-01 | Lute Jane H · Director | Restricted Stk. Units-Dir. Stk. Plan | A — Grant, award, or other acquisition | +1,350 | SEC filing |
| 2026-06-01 | SCHAPIRO MORTON O · Director | Restricted Stk. Units-Dir. Stk. Plan | A — Grant, award, or other acquisition | +1,350 | SEC filing |
| 2026-06-01 | Anderson Anthony · Director | Restricted Stk. Units-Dir. Stk. Plan | A — Grant, award, or other acquisition | +1,350 | SEC filing |
Showing 8 of 31 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-15 | Lute Jane H · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +41 | SEC filing |
| 2026-05-15 | Ingram Tamara · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +43 | SEC filing |
| 2026-05-15 | Yates Lloyd M · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +60 | SEC filing |
| 2026-05-15 | Siegmund Jan · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +5 | SEC filing |
| 2026-05-15 | SCHAPIRO MORTON O · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +495 | SEC filing |
| 2026-05-15 | HOPKINS DEBORAH C · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +112 | SEC filing |
| 2026-05-15 | Anderson Anthony · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +88 | SEC filing |
| 2026-02-13 | Yates Lloyd M · Director | Restricted Stk. Units-Dir. Stk. Plan | J — Other acquisition or disposition | +55 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.