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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 6,721 | $101.9 萬 | 0.04% | +1,487+28.4% | 加碼 |
| Freestone Capital Holdings, LLC | 6,761 | $102.4 萬 | 0.05% | +1,341+24.7% | 加碼 |
| PFG Advisors | 6,797 | $102.9 萬 | 0.12% | +145+2.2% | 加碼 |
| Clearstead Advisors, LLC | 6,801 | $103.0 萬 | 0.08% | +54+0.8% | 加碼 |
| West Paces Advisors Inc. | 6,843 | $103.6 萬 | 0.36% | −229−3.2% | 減碼 |
| Bowen Hanes & Co Inc | 7,009 | $106.1 萬 | 0.03% | −16−0.2% | 減碼 |
| Citizens & Northern Corp | 7,067 | $107.0 萬 | 0.41% | −257−3.5% | 減碼 |
| XTX Topco Ltd | 7,144 | $108.2 萬 | 0.36% | +7,144 | 新進 |
| Mission Wealth Management, LP | 7,150 | $108.3 萬 | 0.06% | −218−3.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,169 | $108.5 萬 | 0.04% | −209−2.8% | 減碼 |
| Veriti Management LLC | 7,162 | $108.5 萬 | 0.15% | +260+3.8% | 加碼 |
| Deseret Mutual Benefit Administrators | 7,220 | $109.3 萬 | 0.20% | +5,367+289.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 7,299 | $110.5 萬 | 0.07% | +131+1.8% | 加碼 |
| Trust Co of Toledo NA | 7,360 | $111.5 萬 | 0.18% | −20.0% | 減碼 |
| Profund Advisors LLC | 7,420 | $112.4 萬 | 0.04% | −287−3.7% | 減碼 |
| Essex Investment Management Co LLC | 7,430 | $112.5 萬 | 0.14% | −4,669−38.6% | 減碼 |
| Canandaigua National Corp | 7,441 | $112.7 萬 | 0.18% | +262+3.6% | 加碼 |
| Centiva Capital, LP | 7,463 | $113.1 萬 | 0.09% | +3,369+82.3% | 加碼 |
| Annex Advisory Services, LLC | 7,490 | $113.4 萬 | 0.09% | −425−5.4% | 減碼 |
| TCTC Holdings, LLC | 7,496 | $113.5 萬 | 0.05% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 7,503 | $113.6 萬 | 0.02% | +40+0.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 7,525 | $114.0 萬 | 0.02% | +652+9.5% | 加碼 |
| Bartlett & Co. LLC | 7,525 | $114.0 萬 | 0.02% | +652+9.5% | 加碼 |
| United Bank | 7,593 | $115.0 萬 | 0.73% | −63−0.8% | 減碼 |
| HM Payson & Co | 7,618 | $115.4 萬 | 0.03% | +164+2.2% | 加碼 |
| Peapack Gladstone Financial Corp | 7,629 | $115.5 萬 | 0.02% | +4,929+182.6% | 加碼 |
| Pensionfund DSM Netherlands | 7,700 | $116.6 萬 | 0.15% | −21,500−73.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $117.0 萬 | 0.01% | −78−1.0% | 減碼 |
| Wetherby Asset Management Inc | 7,736 | $117.1 萬 | 0.07% | +113+1.5% | 加碼 |
| Raymond James Trust N.A. | 7,875 | $119.3 萬 | 0.04% | −166−2.1% | 減碼 |
| Evercore Wealth Management, LLC | 7,929 | $120.1 萬 | 0.02% | −500−5.9% | 減碼 |
| TrinityPoint Wealth, LLC | 7,947 | $120.3 萬 | 0.23% | −808−9.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,947 | $120.3 萬 | 0.12% | +2,295+40.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,964 | $120.6 萬 | 0.02% | −8−0.1% | 減碼 |
| HRT Financial LP | 7,972 | $120.7 萬 | 0.01% | −48,183−85.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,011 | $121.3 萬 | 0.08% | −500−5.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 8,037 | $121.7 萬 | 0.14% | −634−7.3% | 減碼 |
| Alphasimplex Group, LLC | 8,039 | $121.7 萬 | 1.01% | +1,334+19.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 8,042 | $121.8 萬 | 0.06% | +308+4.0% | 加碼 |
| Zions Bancorporation, N.A. | 8,059 | $122.0 萬 | 0.12% | +453+6.0% | 加碼 |
| Assenagon Asset Management S.A. | 8,079 | $122.3 萬 | 0.01% | +4,147+105.5% | 加碼 |
| Donaldson Capital Management, LLC | 8,200 | $124.2 萬 | 0.06% | −251−3.0% | 減碼 |
| Wilkins Investment Counsel Inc | 8,240 | $124.8 萬 | 0.30% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 8,530 | $129.2 萬 | 0.10% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 8,578 | $129.9 萬 | 0.06% | −20.0% | 減碼 |
| Enterprise Bank & Trust Co | 8,662 | $131.1 萬 | 0.52% | +180+2.1% | 加碼 |
| IndexIQ Advisors LLC | 8,738 | $132.3 萬 | 0.04% | +409+4.9% | 加碼 |
| Wimmer Associates 1, LLC | 8,821 | $133.6 萬 | 0.79% | +20.0% | 加碼 |
| Ieq Capital, LLC | 8,822 | $133.6 萬 | 0.04% | +724+8.9% | 加碼 |
| AlphaCrest Capital Management LLC | 8,884 | $134.5 萬 | 0.07% | −204−2.2% | 減碼 |
| LS Investment Advisors, LLC | 8,896 | $134.7 萬 | 0.17% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 8,967 | $135.8 萬 | 0.36% | +8,967 | 新進 |
| Howland Capital Management LLC | 8,997 | $136.2 萬 | 0.07% | 00.0% | 不變 |
| Hills Bank & Trust Co | 9,094 | $137.7 萬 | 0.21% | +194+2.2% | 加碼 |
| James Hambro & Partners | 9,186 | $139.1 萬 | 0.10% | 00.0% | 不變 |
| CX Institutional | 9,360 | $141.7 萬 | 0.12% | −278−2.9% | 減碼 |
| Horizon Investments, LLC | 9,457 | $142.7 萬 | 0.04% | +6,335+202.9% | 加碼 |
| Grimes & Company, Inc. | 9,487 | $143.7 萬 | 0.06% | +50+0.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 9,584 | $145.1 萬 | 0.01% | −365−3.7% | 減碼 |
| Ativo Capital Management LLC | 9,750 | $147.6 萬 | 0.69% | 00.0% | 不變 |
| Altium Wealth Management LLC | 9,819 | $148.7 萬 | 0.11% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 9,835 | $148.9 萬 | 0.10% | −387−3.8% | 減碼 |
| Belpointe Asset Management LLC | 9,893 | $149.8 萬 | 0.10% | −48−0.5% | 減碼 |
| Hartline Investment Corp | 10,000 | $151.4 萬 | 0.21% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 10,000 | $151.4 萬 | 0.07% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 10,095 | $152.9 萬 | 0.09% | −95−0.9% | 減碼 |
| Jump Financial, LLC | 10,114 | $153.1 萬 | 0.11% | +10,114 | 新進 |
| Roosevelt Investment Group LLC | 10,158 | $153.8 萬 | 0.10% | +564+5.9% | 加碼 |
| First National Trust Co | 10,246 | $155.1 萬 | 0.09% | +462+4.7% | 加碼 |
| Charter Trust Co | 10,423 | $157.8 萬 | 0.15% | −300−2.8% | 減碼 |
| Wealthspire Advisors, LLC | 10,546 | $159.7 萬 | 0.03% | +10,546 | 新進 |
| Banque Pictet & Cie SA | 10,600 | $160.5 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 10,742 | $162.7 萬 | 0.05% | +4,733+78.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,787 | $163.3 萬 | 0.20% | +10,787 | 新進 |
| Cary Street Partners Asset Management LLC | 10,915 | $165.3 萬 | 0.58% | −345−3.1% | 減碼 |
| Pearl River Capital, LLC | 10,923 | $165.4 萬 | 0.45% | +10,923 | 新進 |
| SRB Corp | 10,962 | $166.0 萬 | 0.10% | −2,996−21.5% | 減碼 |
| Cresset Asset Management, LLC | 10,988 | $166.4 萬 | 0.02% | +989+9.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 10,247 | $166.8 萬 | 0.06% | −800−7.2% | 減碼 |
| Fayez Sarofim & Co | 11,150 | $168.9 萬 | 0.01% | −40−0.4% | 減碼 |
| Fieldpoint Private Securities, LLC | 11,158 | $169.0 萬 | 0.37% | +54+0.5% | 加碼 |
| Captrust Financial Advisors | 11,303 | $171.2 萬 | 0.01% | +1,468+14.9% | 加碼 |
| RMR Wealth Builders | 11,319 | $171.4 萬 | 0.50% | 00.0% | 不變 |
| Bremer Bank National Association | 11,400 | $172.6 萬 | 0.34% | −234−2.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,423 | $173.0 萬 | 0.04% | 00.0% | 不變 |
| Strategic Investment Advisors | 11,480 | $173.8 萬 | 0.38% | +1,093+10.5% | 加碼 |
| Vontobel Holding Ltd. | 11,547 | $174.8 萬 | 0.02% | +4,250+58.2% | 加碼 |
| Venture Visionary Partners LLC | 11,593 | $174.9 萬 | 0.12% | −1,451−11.1% | 減碼 |
| Pathstone Family Office, LLC | 11,594 | $175.5 萬 | 0.05% | +3,434+42.1% | 加碼 |
| Federated Hermes, Inc. | 11,621 | $176.0 萬 | 0.00% | −298−2.5% | 減碼 |
| Tealwood Asset Management Inc | 11,652 | $176.4 萬 | 0.71% | +11,652 | 新進 |
| AE Wealth Management LLC | 11,763 | $178.1 萬 | 0.01% | +20.0% | 加碼 |
| World Asset Management Inc | 11,862 | $179.6 萬 | 0.18% | −986−7.7% | 減碼 |
| Front Row Advisors LLC | 11,976 | $181.4 萬 | 0.77% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 12,000 | $181.7 萬 | 0.85% | 00.0% | 不變 |
| Fiduciary Trust Co | 12,019 | $182.0 萬 | 0.03% | −229−1.9% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 12,036 | $182.3 萬 | 0.52% | −115−0.9% | 減碼 |
| Ci Investments Inc. | 12,098 | $183.2 萬 | 0.01% | −140−1.1% | 減碼 |
| Bayesian Capital Management, LP | 12,100 | $183.2 萬 | 0.53% | +12,100 | 新進 |
| Redpoint Investment Management Pty Ltd | 12,174 | $184.4 萬 | 0.16% | −45−0.4% | 減碼 |