Marsh & McLennan Companies, Inc.
MRSH- 交易所
- NYSE
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000062709
近 90 天，Marsh & McLennan Companies, Inc. 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 1,506 家機構在 13F 申報持有，市值合計 $730.9 億；Oakmark（Harris Associates）和馬克爾集團兩位大師持有。
2021 年第 2 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,007
- 較 2021 年第 1 季 +38 家
- 持有股數
- 4.53 億
- 較 2021 年第 1 季 +510.8 萬 (+1.1%)
- 總市值
- $636.3 億
- 較 2021 年第 1 季 +$91.6 億 (+16.8%)
- 新進機構
- 109
- 另有 375 家加碼
- 清倉機構
- 71
- 另有 328 家減碼
另有 10 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MRSH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,506 | $730.9 億 |
| 2026 年第 1 季 | 1,548 | $761.5 億 |
| 2025 年第 4 季 | 1,594 | $808.6 億 |
| 2025 年第 3 季 | 1,576 | $871.7 億 |
| 2025 年第 2 季 | 1,610 | $972.6 億 |
| 2025 年第 1 季 | 1,627 | $1,080 億 |
| 2024 年第 4 季 | 1,578 | $941.8 億 |
| 2024 年第 3 季 | 1,531 | $971.0 億 |
| 2024 年第 2 季 | 1,476 | $922.5 億 |
| 2024 年第 1 季 | 1,444 | $898.7 億 |
| 2023 年第 4 季 | 1,376 | $823.6 億 |
| 2023 年第 3 季 | 1,294 | $819.8 億 |
| 2023 年第 2 季 | 1,258 | $814.7 億 |
| 2023 年第 1 季 | 1,228 | $721.3 億 |
| 2022 年第 4 季 | 1,223 | $723.4 億 |
| 2022 年第 3 季 | 1,159 | $654.7 億 |
| 2022 年第 2 季 | 1,150 | $686.4 億 |
| 2022 年第 1 季 | 1,151 | $752.0 億 |
| 2021 年第 4 季 | 1,170 | $775.5 億 |
| 2021 年第 3 季 | 1,078 | $680.3 億 |
| 2021 年第 2 季 | 1,007 | $636.3 億 |
| 2021 年第 1 季 | 979 | $546.8 億 |
2021 年第 2 季持有機構
每家機構持有 Marsh & McLennan Companies, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 4,887 | $68.8 萬 | 0.04% | −42−0.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 4,900 | $68.9 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 4,953 | $69.7 萬 | 0.05% | +1,746+54.4% | 加碼 |
| Sentry Investment Management LLC | 4,962 | $69.8 萬 | 0.18% | 00.0% | 不變 |
| Clarius Group, LLC | 4,982 | $70.1 萬 | 0.06% | +91+1.9% | 加碼 |
| Tdam USA Inc. | 4,785 | $70.4 萬 | 0.04% | −174−3.5% | 減碼 |
| Truehand, Inc | 5,073 | $71.4 萬 | 0.42% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 5,089 | $71.6 萬 | 0.01% | −151−2.9% | 減碼 |
| Optimal Asset Management, Inc. | 5,100 | $71.7 萬 | 0.08% | 00.0% | 不變 |
| Nomura Holdings Inc | 5,337 | $73.0 萬 | 0.01% | +5,337 | 新進 |
| Regents of the University of California | 5,200 | $73.2 萬 | 0.09% | +5,200 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,215 | $73.4 萬 | 0.01% | −6,255−54.5% | 減碼 |
| Toroso Investments, LLC | 5,234 | $73.6 萬 | 0.03% | +2,664+103.7% | 加碼 |
| PNC Managed Account Solutions, Inc. | 5,265 | $74.1 萬 | 0.15% | +5,265 | 新進 |
| Gyroscope Capital Management Group, LLC | 5,277 | $74.2 萬 | 0.26% | −111−2.1% | 減碼 |
| Murphy Pohlad Asset Management LLC | 5,285 | $74.3 萬 | 0.30% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 5,408 | $76.1 萬 | 0.11% | +88+1.7% | 加碼 |
| Freestone Capital Holdings, LLC | 5,420 | $76.2 萬 | 0.04% | +73+1.4% | 加碼 |
| Ashfield Capital Partners, LLC | 5,422 | $76.3 萬 | 0.05% | +222+4.3% | 加碼 |
| Wealth Alliance | 5,489 | $77.2 萬 | 0.18% | +97+1.8% | 加碼 |
| Mercer Capital Advisers, Inc. | 5,546 | $78.0 萬 | 0.39% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 5,576 | $78.4 萬 | 0.00% | +1,271+29.5% | 加碼 |
| Douglas Lane & Associates, LLC | 5,626 | $79.1 萬 | 0.01% | −800−12.4% | 減碼 |
| Stephens Inc | 5,633 | $79.2 萬 | 0.01% | −801−12.4% | 減碼 |
| Sawtooth Solutions, LLC | 5,632 | $79.2 萬 | 0.16% | +1,331+30.9% | 加碼 |
| Pegasus Partners Ltd. | 5,642 | $79.4 萬 | 0.15% | +5,642 | 新進 |
| Gladstone Institutional Advisory LLC | 5,652 | $79.5 萬 | 0.10% | +5,652 | 新進 |
| TD Private Client Wealth LLC | 5,709 | $80.3 萬 | 0.03% | +1,833+47.3% | 加碼 |
| Boyd Watterson Asset Management LLC | 5,757 | $81.0 萬 | 0.33% | +3,088+115.7% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,800 | $81.5 萬 | 0.37% | +300+5.5% | 加碼 |
| Ropes Wealth Advisors LLC | 5,863 | $82.5 萬 | 0.13% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 5,900 | $83.0 萬 | 0.06% | −1,331−18.4% | 減碼 |
| Brighton Jones LLC | 5,908 | $83.1 萬 | 0.04% | +157+2.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,914 | $83.2 萬 | 0.03% | −2,100−26.2% | 減碼 |
| Signaturefd, LLC | 5,934 | $83.5 萬 | 0.03% | +585+10.9% | 加碼 |
| Advisory Services Network, LLC | 6,009 | $84.5 萬 | 0.03% | +2,634+78.0% | 加碼 |
| Empirical Finance, LLC | 6,041 | $85.0 萬 | 0.14% | +856+16.5% | 加碼 |
| Greenleaf Trust | 6,102 | $85.8 萬 | 0.01% | +180+3.0% | 加碼 |
| Conning Inc. | 6,168 | $86.8 萬 | 0.03% | −684−10.0% | 減碼 |
| Venturi Wealth Management, LLC | 6,167 | $86.8 萬 | 0.08% | +65+1.1% | 加碼 |
| Capital Investment Advisors, LLC | 6,180 | $86.9 萬 | 0.03% | −306−4.7% | 減碼 |
| Boltwood Capital Management | 6,174 | $86.9 萬 | 0.36% | −113−1.8% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 6,260 | $88.1 萬 | 0.08% | 00.0% | 不變 |
| Engineers Gate Manager LP | 6,268 | $88.2 萬 | 0.06% | +521+9.1% | 加碼 |
| Shelton Capital Management | 6,312 | $88.8 萬 | 0.03% | −6,312−50.0% | 減碼 |
| Tuttle Tactical Management | 6,419 | $90.3 萬 | 0.40% | +6,419 | 新進 |
| NatWest Group plc | 6,440 | $90.6 萬 | 0.47% | 00.0% | 不變 |
| Gries Financial LLC | 6,101 | $90.8 萬 | 0.29% | 00.0% | 不變 |
| Smithfield Trust Co | 6,600 | $92.8 萬 | 0.06% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 6,653 | $93.6 萬 | 0.49% | −50−0.7% | 減碼 |
| PFG Advisors | 6,652 | $93.6 萬 | 0.11% | +245+3.8% | 加碼 |
| Aries Wealth Management | 6,691 | $94.1 萬 | 0.40% | 00.0% | 不變 |
| Symmetry Partners, LLC | 6,699 | $94.2 萬 | 0.06% | −1,671−20.0% | 減碼 |
| Alphasimplex Group, LLC | 6,705 | $94.3 萬 | 0.47% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 6,747 | $94.9 萬 | 0.07% | +487+7.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 6,873 | $96.7 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. LLC | 6,873 | $96.7 萬 | 0.02% | 00.0% | 不變 |
| Veriti Management LLC | 6,902 | $97.1 萬 | 0.14% | +1,558+29.2% | 加碼 |
| Bowen Hanes & Co Inc | 7,025 | $98.8 萬 | 0.03% | 00.0% | 不變 |
| West Paces Advisors Inc. | 7,072 | $99.5 萬 | 0.37% | −389−5.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 7,168 | $100.8 萬 | 0.07% | +52+0.7% | 加碼 |
| Canandaigua National Corp | 7,179 | $101.0 萬 | 0.16% | −125−1.7% | 減碼 |
| Allred Capital Management, LLC | 7,321 | $102.9 萬 | 0.51% | −296−3.9% | 減碼 |
| Vontobel Holding Ltd. | 7,297 | $102.9 萬 | 0.01% | +2,703+58.8% | 加碼 |
| Citizens & Northern Corp | 7,324 | $103.0 萬 | 0.39% | −626−7.9% | 減碼 |
| Trust Co of Toledo NA | 7,362 | $103.6 萬 | 0.17% | 00.0% | 不變 |
| Squarepoint Ops LLC | 7,367 | $103.6 萬 | 0.01% | +7,367 | 新進 |
| Mission Wealth Management, LP | 7,368 | $103.7 萬 | 0.06% | −143−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,378 | $103.7 萬 | 0.04% | +10.0% | 加碼 |
| HM Payson & Co | 7,454 | $104.9 萬 | 0.03% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 7,463 | $105.0 萬 | 0.01% | +4,714+171.5% | 加碼 |
| TCTC Holdings, LLC | 7,496 | $105.5 萬 | 0.05% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 7,606 | $107.0 萬 | 0.11% | +2,031+36.4% | 加碼 |
| Wetherby Asset Management Inc | 7,623 | $107.2 萬 | 0.07% | −221−2.8% | 減碼 |
| United Bank | 7,656 | $107.7 萬 | 0.73% | −144−1.8% | 減碼 |
| Profund Advisors LLC | 7,707 | $108.5 萬 | 0.04% | −292−3.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 7,734 | $108.8 萬 | 0.06% | +109+1.4% | 加碼 |
| Wintrust Investments LLC | 7,762 | $109.2 萬 | 0.11% | −753−8.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,805 | $109.8 萬 | 0.01% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 7,915 | $111.2 萬 | 0.09% | −259−3.2% | 減碼 |
| QS Investors, LLC | 7,942 | $111.8 萬 | 0.01% | +452+6.0% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,972 | $112.2 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Trust N.A. | 8,041 | $113.1 萬 | 0.04% | −143−1.7% | 減碼 |
| Ieq Capital, LLC | 8,098 | $114.0 萬 | 0.03% | +1,830+29.2% | 加碼 |
| Pathstone Family Office, LLC | 8,160 | $114.8 萬 | 0.03% | +3,053+59.8% | 加碼 |
| Wilkins Investment Counsel Inc | 8,240 | $115.9 萬 | 0.29% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 8,329 | $117.2 萬 | 0.04% | +214+2.6% | 加碼 |
| Evercore Wealth Management, LLC | 8,429 | $118.6 萬 | 0.02% | −350−4.0% | 減碼 |
| Donaldson Capital Management, LLC | 8,451 | $118.9 萬 | 0.06% | −881−9.4% | 減碼 |
| Enterprise Bank & Trust Co | 8,482 | $119.3 萬 | 0.47% | +78+0.9% | 加碼 |
| Cutler Group LP | 8,498 | $119.5 萬 | 0.09% | +8,148+2,328.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,511 | $119.7 萬 | 0.07% | +1,000+13.3% | 加碼 |
| Neville Rodie & Shaw Inc | 8,530 | $120.0 萬 | 0.09% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 8,580 | $120.7 萬 | 0.06% | +411+5.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 8,671 | $122.0 萬 | 0.15% | +91+1.1% | 加碼 |
| TrinityPoint Wealth, LLC | 8,755 | $123.2 萬 | 0.25% | +23+0.3% | 加碼 |
| Wimmer Associates 1, LLC | 8,819 | $124.1 萬 | 0.73% | −44−0.5% | 減碼 |
| DSM Capital Partners LLC | 8,840 | $124.4 萬 | 0.01% | −1,010−10.3% | 減碼 |
| LS Investment Advisors, LLC | 8,896 | $125.1 萬 | 0.16% | −12,874−59.1% | 減碼 |
| Hills Bank & Trust Co | 8,900 | $125.2 萬 | 0.19% | −153−1.7% | 減碼 |