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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 3,250 | $49.2 萬 | 0.10% | 00.0% | 不變 |
| KB Financial Partners, LLC | 3,248 | $49.2 萬 | 0.18% | +197+6.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,240 | $49.1 萬 | 0.01% | −114−3.4% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $49.1 萬 | 0.11% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 3,242 | $49.1 萬 | 0.14% | +15+0.5% | 加碼 |
| Opus Capital Group, LLC | 3,239 | $49.0 萬 | 0.11% | −1,100−25.4% | 減碼 |
| Blueprint Investment Partners LLC | 3,226 | $48.9 萬 | 0.24% | +973+43.2% | 加碼 |
| Moors & Cabot, Inc. | 3,220 | $48.5 萬 | 0.03% | −209−6.1% | 減碼 |
| Tower Bridge Advisors | 3,200 | $48.5 萬 | 0.03% | −200−5.9% | 減碼 |
| REDW Wealth LLC | 3,190 | $48.3 萬 | 0.15% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 3,179 | $48.2 萬 | 0.04% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 3,150 | $47.7 萬 | 0.04% | +3,150 | 新進 |
| Personal Cfo Solutions, LLC | 3,130 | $47.4 萬 | 0.10% | −8−0.3% | 減碼 |
| Stockman Wealth Management, Inc. | 3,113 | $47.1 萬 | 0.10% | +28+0.9% | 加碼 |
| Defined Wealth Management, LLC | 3,095 | $46.9 萬 | 0.42% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 3,082 | $46.7 萬 | 0.33% | −66−2.1% | 減碼 |
| Waller Financial Planning Group, Inc | 3,060 | $46.3 萬 | 0.12% | +11+0.4% | 加碼 |
| Dowling & Yahnke LLC | 3,048 | $46.2 萬 | 0.03% | +1,056+53.0% | 加碼 |
| Kore Private Wealth LLC | 3,047 | $46.1 萬 | 0.05% | +330+12.1% | 加碼 |
| Israel Discount Bank of New York | 3,028 | $45.8 萬 | 0.31% | +3,028 | 新進 |
| Park Avenue Securities LLC | 3,018 | $45.7 萬 | 0.01% | +250+9.0% | 加碼 |
| Capital Advisors Inc | 3,004 | $45.5 萬 | 0.01% | 00.0% | 不變 |
| North Star Asset Management Inc | 2,991 | $45.3 萬 | 0.02% | +241+8.8% | 加碼 |
| NuWave Investment Management, LLC | 2,977 | $45.1 萬 | 0.52% | +2,977 | 新進 |
| Quantamental Technologies LLC | 2,973 | $45.0 萬 | 0.30% | +2,973 | 新進 |
| National Asset Management, Inc. | 2,961 | $44.7 萬 | 0.01% | −718−19.5% | 減碼 |
| Ruffer LLP | 2,900 | $44.5 萬 | 0.01% | −500−14.7% | 減碼 |
| NorthRock Partners, LLC | 2,937 | $44.5 萬 | 0.04% | +381+14.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,925 | $44.3 萬 | 0.03% | −550−15.8% | 減碼 |
| Bollard Group LLC | 2,928 | $44.3 萬 | 0.01% | +10+0.3% | 加碼 |
| Putnam Investments LLC | 2,900 | $43.9 萬 | 0.00% | +12+0.4% | 加碼 |
| Dodge & Cox | 2,860 | $43.3 萬 | 0.00% | 00.0% | 不變 |
| Savant Capital, LLC | 2,859 | $43.3 萬 | 0.02% | +133+4.9% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,847 | $43.1 萬 | 0.06% | +2,847 | 新進 |
| Accurate Wealth Management, LLC | 2,611 | $41.5 萬 | 0.36% | +455+21.1% | 加碼 |
| Engine No. 1 LLC | 2,739 | $41.5 萬 | 0.11% | +1,120+69.2% | 加碼 |
| Glassman Wealth Services | 2,729 | $41.3 萬 | 0.09% | +28+1.0% | 加碼 |
| Neo Ivy Capital Management | 3,817 | $41.0 萬 | 0.47% | +3,817 | 新進 |
| Toews Corp | 2,700 | $40.9 萬 | 0.05% | +2,700 | 新進 |
| Fulton Bank, N.A. | 2,694 | $40.8 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 2,680 | $40.6 萬 | 0.01% | +78+3.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,670 | $40.4 萬 | 0.04% | −212−7.4% | 減碼 |
| Sutton Wealth Advisors Inc. | 2,657 | $40.2 萬 | 0.15% | +10.0% | 加碼 |
| Krane Funds Advisors LLC | 2,653 | $40.2 萬 | 0.01% | +2,653 | 新進 |
| Twin Focus Capital Partners, LLC | 2,643 | $40.0 萬 | 0.09% | +2,643 | 新進 |
| Ballentine Partners, LLC | 2,636 | $39.9 萬 | 0.01% | +5+0.2% | 加碼 |
| Reliant Investment Management, LLC | 2,621 | $39.7 萬 | 0.20% | 00.0% | 不變 |
| Boston Research & Management Inc | 2,620 | $39.6 萬 | 0.12% | 00.0% | 不變 |
| DF Dent & Co Inc | 2,611 | $39.5 萬 | 0.00% | −25−0.9% | 減碼 |
| EagleClaw Capital Managment, LLC | 2,607 | $39.5 萬 | 0.10% | +2,607 | 新進 |
| Seven Eight Capital, LP | 2,594 | $39.3 萬 | 0.04% | +2,594 | 新進 |
| Westover Capital Advisors, LLC | 2,591 | $39.2 萬 | 0.12% | −8−0.3% | 減碼 |
| MAI Capital Management | 2,557 | $38.7 萬 | 0.01% | +191+8.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 2,550 | $38.6 萬 | 0.13% | 00.0% | 不變 |
| Virtu Financial LLC | 2,529 | $38.3 萬 | 0.03% | +2,529 | 新進 |
| SOL Capital Management CO | 2,520 | $38.2 萬 | 0.08% | 00.0% | 不變 |
| Hall Laurie J Trustee | 2,510 | $38.0 萬 | 0.15% | −140−5.3% | 減碼 |
| ARS Investment Partners, LLC | 2,453 | $37.1 萬 | 0.04% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 2,443 | $37.0 萬 | 0.05% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,436 | $36.9 萬 | 0.36% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 2,409 | $36.5 萬 | 0.07% | +449+22.9% | 加碼 |
| Gsa Capital Partners LLP | 2,397 | $36.3 萬 | 0.04% | +2,397 | 新進 |
| Cetera Advisors LLC | 2,388 | $36.2 萬 | 0.01% | +585+32.4% | 加碼 |
| Powell Investment Advisors, LLC | 2,350 | $35.6 萬 | 0.22% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,352 | $35.6 萬 | 0.02% | +150+6.8% | 加碼 |
| Coldstream Capital Management Inc | 3,092 | $35.5 萬 | 0.02% | −333−9.7% | 減碼 |
| Bridgefront Capital, LLC | 2,343 | $35.5 萬 | 0.37% | +2,343 | 新進 |
| Pinnacle Associates Ltd | 2,317 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 2,315 | $35.1 萬 | 0.03% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 2,320 | $35.1 萬 | 0.02% | +46+2.0% | 加碼 |
| Wealthsource Partners, LLC | 2,304 | $34.9 萬 | 0.03% | +578+33.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 2,296 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| Lantz Financial LLC | 2,292 | $34.7 萬 | 0.18% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 2,285 | $34.5 萬 | 0.05% | +544+31.2% | 加碼 |
| Fulcrum Asset Management LLP | – | $34.0 萬 | 0.17% | – | – |
| Abbrea Capital, LLC | 2,248 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Graypoint LLC | 2,248 | $34.0 萬 | 0.04% | +54+2.5% | 加碼 |
| X-Square Capital, LLC | 2,242 | $34.0 萬 | 0.18% | +459+25.7% | 加碼 |
| Davy Global Fund Management Ltd | 2,223 | $33.7 萬 | 0.05% | 00.0% | 不變 |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $33.7 萬 | 0.04% | +340+18.0% | 加碼 |
| Gilbert & Cook, Inc. | 2,222 | $33.6 萬 | 0.06% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,212 | $33.5 萬 | 0.03% | −1,124−33.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,382 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| RKL Wealth Management LLC | 2,203 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Destination Wealth Management | 2,199 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Smith & Howard Wealth Management, LLC | 2,190 | $33.2 萬 | 0.16% | 00.0% | 不變 |
| Balasa Dinverno & Foltz LLC | 2,191 | $33.2 萬 | 0.02% | +143+7.0% | 加碼 |
| Cypress Capital Group | 2,180 | $33.0 萬 | 0.04% | −100−4.4% | 減碼 |
| Geller Advisors LLC | 2,166 | $32.8 萬 | 0.07% | +37+1.7% | 加碼 |
| AdvisorNet Financial, Inc | 2,146 | $32.5 萬 | 0.02% | +20+0.9% | 加碼 |
| Stephens Inc | 2,132 | $32.3 萬 | 0.00% | −3,501−62.2% | 減碼 |
| FFT Wealth Management LLC | 2,123 | $32.1 萬 | 0.03% | +33+1.6% | 加碼 |
| Proficio Capital Partners LLC | 2,104 | $31.9 萬 | 0.04% | −111−5.0% | 減碼 |
| BSW Wealth Partners | 2,102 | $31.8 萬 | 0.09% | +2,102 | 新進 |
| Teza Capital Management LLC | 2,097 | $31.8 萬 | 0.15% | +2,097 | 新進 |
| Eqis Capital Management, Inc. | 2,084 | $31.6 萬 | 0.02% | −31−1.5% | 減碼 |
| Yorktown Management & Research Co Inc | 2,090 | $31.6 萬 | 0.24% | 00.0% | 不變 |
| Bank of the West | 2,088 | $31.6 萬 | 0.03% | +52+2.6% | 加碼 |
| Driehaus Capital Management LLC | 2,080 | $31.5 萬 | 0.00% | +2,080 | 新進 |
| Pointe Capital Management LLC | 2,076 | $31.4 萬 | 0.22% | +517+33.2% | 加碼 |