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 3 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2021/9/30 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
- 1,078
- 較 2021 年第 2 季 +85 家
- 持有股數
- 4.49 億
- 較 2021 年第 2 季 −219.6 萬 (−0.5%)
- 總市值
- $680.3 億
- 較 2021 年第 2 季 +$45.5 億 (+7.2%)
- 新進機構
- 135
- 另有 388 家加碼
- 清倉機構
- 50
- 另有 349 家減碼
另有 14 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 3,766 | $57.0 萬 | 0.07% | 00.0% | 不變 |
| Hutchinson Capital Management | 3,772 | $57.1 萬 | 0.14% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $58.4 萬 | 0.26% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,868 | $58.6 萬 | 0.19% | +324+9.1% | 加碼 |
| American Portfolios Advisors | 3,878 | $58.7 萬 | 0.02% | +326+9.2% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,891 | $58.9 萬 | 0.14% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 3,890 | $58.9 萬 | 0.05% | +650+20.1% | 加碼 |
| Prospector Partners LLC | 3,900 | $59.1 萬 | 0.08% | 00.0% | 不變 |
| McAdam, LLC | 3,912 | $59.2 萬 | 0.07% | +3,912 | 新進 |
| Summit Financial, LLC | 3,941 | $59.7 萬 | 0.05% | +2,047+108.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,950 | $59.8 萬 | 0.03% | +3,950 | 新進 |
| AGF Investments LLC | 3,984 | $60.3 萬 | 0.06% | −416−9.5% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $60.5 萬 | 0.35% | 00.0% | 不變 |
| Robotti Robert | 4,000 | $60.6 萬 | 0.14% | 00.0% | 不變 |
| Capula Management Ltd | 4,091 | $61.7 萬 | 0.05% | +4,091 | 新進 |
| King Luther Capital Management Corp | 4,120 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 4,131 | $62.6 萬 | 0.06% | +50+1.2% | 加碼 |
| Duncker Streett & Co Inc | 4,200 | $63.6 萬 | 0.12% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 4,200 | $63.6 萬 | 0.01% | +4,200 | 新進 |
| Financial Counselors Inc | 4,207 | $63.7 萬 | 0.01% | −594−12.4% | 減碼 |
| Hilltop Holdings Inc. | 4,234 | $64.1 萬 | 0.07% | +91+2.2% | 加碼 |
| Resources Investment Advisors, LLC. | 4,260 | $64.5 萬 | 0.03% | +77+1.8% | 加碼 |
| VeraBank, N.A. | 4,320 | $65.4 萬 | 0.37% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 4,341 | $65.7 萬 | 0.04% | +2,695+163.7% | 加碼 |
| Parallel Advisors, LLC | 4,383 | $66.4 萬 | 0.03% | +501+12.9% | 加碼 |
| Csenge Advisory Group | 4,317 | $66.5 萬 | 0.06% | +50+1.2% | 加碼 |
| NewEdge Wealth, LLC | 4,426 | $67.0 萬 | 0.04% | −1,474−25.0% | 減碼 |
| JGP Wealth Management, LLC | 4,433 | $67.1 萬 | 0.14% | +346+8.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 4,450 | $67.4 萬 | 0.06% | +815+22.4% | 加碼 |
| Meeder Asset Management Inc | 4,559 | $69.0 萬 | 0.04% | +228+5.3% | 加碼 |
| Proequities, Inc. | 4,569 | $69.2 萬 | 0.04% | −91−2.0% | 減碼 |
| Strid Group, LLC | 4,584 | $69.4 萬 | 0.16% | 00.0% | 不變 |
| Conning Inc. | 4,598 | $69.6 萬 | 0.02% | −1,570−25.5% | 減碼 |
| Fosun International Ltd | 4,507 | $69.6 萬 | 0.04% | 00.0% | 不變 |
| Gyroscope Capital Management Group, LLC | 4,611 | $69.8 萬 | 0.26% | −666−12.6% | 減碼 |
| Eudaimonia Partners, LLC | 4,608 | $69.8 萬 | 0.13% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 4,662 | $70.6 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 4,680 | $70.9 萬 | 0.02% | +397+9.3% | 加碼 |
| Icon Advisers Inc | 4,700 | $71.2 萬 | 0.12% | 00.0% | 不變 |
| Sentry Investment Management LLC | 4,714 | $71.4 萬 | 0.21% | −248−5.0% | 減碼 |
| Arden Trust Co | 4,726 | $71.6 萬 | 0.12% | −37−0.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 4,800 | $72.6 萬 | 0.19% | 00.0% | 不變 |
| SFMG, LLC | 4,826 | $73.1 萬 | 0.08% | −45−0.9% | 減碼 |
| Gateway Investment Advisers LLC | 4,849 | $73.4 萬 | 0.01% | −240−4.7% | 減碼 |
| Norway Savings Bank | 4,861 | $73.6 萬 | 0.35% | +519+12.0% | 加碼 |
| Personal Wealth Partners | 4,872 | $73.8 萬 | 0.31% | 00.0% | 不變 |
| Leonteq Securities AG | 4,877 | $73.9 萬 | 0.04% | −76−1.5% | 減碼 |
| Jarislowsky, Fraser Ltd | 4,900 | $74.2 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,910 | $74.3 萬 | 0.01% | −305−5.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 4,915 | $74.4 萬 | 0.04% | +28+0.6% | 加碼 |
| Trust Asset Management LLC | 4,916 | $74.4 萬 | 0.10% | +326+7.1% | 加碼 |
| Checchi Capital Advisers, LLC | 4,942 | $74.8 萬 | 0.09% | +134+2.8% | 加碼 |
| Kalos Management, Inc. | 4,564 | $74.8 萬 | 0.21% | +87+1.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,986 | $75.5 萬 | 0.03% | +333+7.2% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 4,999 | $75.7 萬 | 0.34% | +4,999 | 新進 |
| West Family Investments, Inc. | 5,045 | $76.4 萬 | 0.20% | +411+8.9% | 加碼 |
| Truehand, Inc | 5,073 | $76.8 萬 | 0.45% | 00.0% | 不變 |
| Optimal Asset Management, Inc. | 5,100 | $77.2 萬 | 0.10% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 5,170 | $78.3 萬 | 0.09% | +1,802+53.5% | 加碼 |
| Regents of the University of California | 5,200 | $78.7 萬 | 0.09% | 00.0% | 不變 |
| Clarius Group, LLC | 5,196 | $78.7 萬 | 0.07% | +214+4.3% | 加碼 |
| Pegasus Partners Ltd. | 5,215 | $79.0 萬 | 0.14% | −427−7.6% | 減碼 |
| United Capital Financial Advisers, LLC | 5,221 | $79.1 萬 | 0.00% | −355−6.4% | 減碼 |
| Diversified Trust Co | 5,228 | $79.2 萬 | 0.03% | +5,228 | 新進 |
| Echo Street Capital Management LLC | 5,234 | $79.3 萬 | 0.01% | +5,234 | 新進 |
| Murphy Pohlad Asset Management LLC | 5,285 | $80.0 萬 | 0.33% | 00.0% | 不變 |
| Ashfield Capital Partners, LLC | 5,422 | $82.1 萬 | 0.06% | 00.0% | 不變 |
| Wealth Alliance | 5,445 | $82.5 萬 | 0.19% | −44−0.8% | 減碼 |
| Tdam USA Inc. | 5,459 | $82.7 萬 | 0.05% | +674+14.1% | 加碼 |
| Douglas Lane & Associates, LLC | 5,510 | $83.4 萬 | 0.01% | −116−2.1% | 減碼 |
| Quadrant Capital Group LLC | 5,509 | $83.4 萬 | 0.12% | +101+1.9% | 加碼 |
| Mercer Capital Advisers, Inc. | 5,546 | $84.0 萬 | 0.45% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 5,570 | $84.3 萬 | 0.73% | +5,570 | 新進 |
| Exane Derivatives | 5,700 | $86.3 萬 | 0.22% | +5,700 | 新進 |
| Symmetry Partners, LLC | 5,644 | $87.2 萬 | 0.06% | −1,055−15.7% | 減碼 |
| DSM Capital Partners LLC | 5,810 | $88.0 萬 | 0.01% | −3,030−34.3% | 減碼 |
| Bryn Mawr Trust Co | 5,841 | $88.4 萬 | 0.03% | +1,200+25.9% | 加碼 |
| Brighton Jones LLC | 5,886 | $89.1 萬 | 0.05% | −22−0.4% | 減碼 |
| Lester Murray Antman dba SimplyRich | 5,891 | $89.2 萬 | 0.32% | +91+1.6% | 加碼 |
| TD Private Client Wealth LLC | 5,905 | $89.4 萬 | 0.04% | +196+3.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,914 | $89.6 萬 | 0.03% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 6,061 | $91.8 萬 | 0.17% | +6,061 | 新進 |
| Gries Financial LLC | 6,101 | $92.4 萬 | 0.29% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 6,103 | $92.4 萬 | 0.34% | +346+6.0% | 加碼 |
| Boltwood Capital Management | 6,157 | $93.2 萬 | 0.38% | −17−0.3% | 減碼 |
| Ropes Wealth Advisors LLC | 6,157 | $93.2 萬 | 0.15% | +294+5.0% | 加碼 |
| Venturi Wealth Management, LLC | 6,177 | $93.5 萬 | 0.08% | +10+0.2% | 加碼 |
| Capital Investment Advisors, LLC | 6,192 | $93.8 萬 | 0.03% | +12+0.2% | 加碼 |
| Signaturefd, LLC | 6,253 | $94.7 萬 | 0.03% | +319+5.4% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,260 | $94.8 萬 | 0.11% | 00.0% | 不變 |
| Shelton Capital Management | 6,312 | $95.6 萬 | 0.04% | 00.0% | 不變 |
| Empirical Finance, LLC | 6,402 | $96.9 萬 | 0.15% | +361+6.0% | 加碼 |
| We Are One Seven, LLC | 5,808 | $96.9 萬 | 0.12% | +1,831+46.0% | 加碼 |
| Allred Capital Management, LLC | 6,414 | $97.1 萬 | 0.51% | −907−12.4% | 減碼 |
| Greenleaf Trust | 6,414 | $97.1 萬 | 0.01% | +312+5.1% | 加碼 |
| Aries Wealth Management | 6,446 | $97.6 萬 | 0.41% | −245−3.7% | 減碼 |
| SkyView Investment Advisors, LLC | 6,590 | $99.8 萬 | 0.28% | +4,728+253.9% | 加碼 |
| Smithfield Trust Co | 6,600 | $100.2 萬 | 0.07% | 00.0% | 不變 |
| US Asset Management LLC | 6,628 | $100.4 萬 | 0.97% | +6,628 | 新進 |
| Sawtooth Solutions, LLC | 6,716 | $101.7 萬 | 0.16% | +1,084+19.2% | 加碼 |