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 4 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2021/12/31 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
- 1,170
- 較 2021 年第 3 季 +111 家
- 持有股數
- 4.47 億
- 較 2021 年第 3 季 −240.9 萬 (−0.5%)
- 總市值
- $775.5 億
- 較 2021 年第 3 季 +$95.6 億 (+14.1%)
- 新進機構
- 177
- 另有 437 家加碼
- 清倉機構
- 66
- 另有 360 家減碼
另有 19 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Palladium Partners LLC | 1,866 | $32.4 萬 | 0.01% | −25−1.3% | 減碼 |
| Agf Investments Inc. | 1,870 | $32.5 萬 | 0.00% | +670+55.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,871 | $32.5 萬 | 0.02% | +1,871 | 新進 |
| Acima Private Wealth, LLC | 1,881 | $32.7 萬 | 0.14% | 00.0% | 不變 |
| Comerica Securities,inc. | 1,885 | $32.8 萬 | 0.02% | +188+11.1% | 加碼 |
| Curated Wealth Partners LLC | 1,896 | $32.9 萬 | 0.11% | +13+0.7% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,900 | $33.0 萬 | 0.01% | −100−5.0% | 減碼 |
| CKW Financial Group | 1,900 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| BBR Partners, LLC | 1,899 | $33.0 萬 | 0.04% | −17−0.9% | 減碼 |
| Parsons Capital Management Inc | 1,896 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| Stephens Inc | 1,908 | $33.2 萬 | 0.01% | −224−10.5% | 減碼 |
| Umb Bank N A | 1,920 | $33.4 萬 | 0.00% | +1,920 | 新進 |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $33.5 萬 | 0.10% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 1,933 | $33.6 萬 | 0.09% | +521+36.9% | 加碼 |
| Samalin Investment Counsel, LLC | 1,942 | $33.8 萬 | 0.20% | +76+4.1% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $33.9 萬 | 0.22% | 00.0% | 不變 |
| Cetera Advisors LLC | 1,955 | $34.0 萬 | 0.01% | −433−18.1% | 減碼 |
| Fulcrum Asset Management LLP | – | $34.0 萬 | 0.17% | – | – |
| Mark Stevens | 1,957 | $34.0 萬 | 0.04% | +56+2.9% | 加碼 |
| Riverwater Partners LLC | 1,956 | $34.0 萬 | 0.30% | +1,956 | 新進 |
| Kathmere Capital Management, LLC | 1,960 | $34.1 萬 | 0.06% | −449−18.6% | 減碼 |
| Atlas Private Wealth Management | 1,959 | $34.1 萬 | 0.19% | −11−0.6% | 減碼 |
| Ellevest, Inc. | 1,968 | $34.2 萬 | 0.03% | +176+9.8% | 加碼 |
| Wealthsource Partners, LLC | 1,993 | $34.6 萬 | 0.03% | −311−13.5% | 減碼 |
| Ambassador Advisors, LLC | 1,990 | $34.6 萬 | 0.07% | +5+0.3% | 加碼 |
| DFPG Investments, LLC | 2,190 | $34.6 萬 | 0.14% | +2,190 | 新進 |
| S&CO Inc | 2,000 | $34.7 萬 | 0.02% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,000 | $34.8 萬 | 0.10% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 2,000 | $34.8 萬 | 0.00% | +2,000 | 新進 |
| Abner Herrman & Brock LLC | 2,007 | $34.9 萬 | 0.05% | −35−1.7% | 減碼 |
| Chilton Investment Co LLC | 2,008 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Surevest, LLC | 2,014 | $35.0 萬 | 0.08% | 00.0% | 不變 |
| Congress Wealth Management LLC | 2,015 | $35.0 萬 | 0.01% | +2,015 | 新進 |
| Aaron Wealth Advisors | 2,025 | $35.1 萬 | 0.10% | +187+10.2% | 加碼 |
| Evernest Financial Advisors, LLC | 1,782 | $35.3 萬 | 0.18% | +1,782 | 新進 |
| Willow Creek Wealth Management Inc. | 2,029 | $35.3 萬 | 0.07% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 2,041 | $35.5 萬 | 0.09% | +3+0.1% | 加碼 |
| Graypoint LLC | 2,072 | $36.0 萬 | 0.04% | −176−7.8% | 減碼 |
| Driehaus Capital Management LLC | 2,080 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 2,105 | $36.6 萬 | 0.10% | +2,105 | 新進 |
| Eqis Capital Management, Inc. | 2,112 | $36.7 萬 | 0.03% | +28+1.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,113 | $36.7 萬 | 0.01% | +450+27.1% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,111 | $36.7 萬 | 0.08% | +506+31.5% | 加碼 |
| Bank of the West | 2,126 | $36.9 萬 | 0.03% | +38+1.8% | 加碼 |
| Valeo Financial Advisors, LLC | 2,121 | $36.9 萬 | 0.02% | +210+11.0% | 加碼 |
| Gilbert & Cook, Inc. | 2,142 | $37.2 萬 | 0.06% | −80−3.6% | 減碼 |
| Proficio Capital Partners LLC | 2,139 | $37.2 萬 | 0.05% | +35+1.7% | 加碼 |
| BOK Financial Private Wealth, Inc. | 2,142 | $37.2 萬 | 0.03% | +239+12.6% | 加碼 |
| Glassman Wealth Services | 2,146 | $37.3 萬 | 0.07% | −583−21.4% | 減碼 |
| Krane Funds Advisors LLC | 2,144 | $37.3 萬 | 0.01% | −509−19.2% | 減碼 |
| Perigon Wealth Management, LLC | 2,148 | $37.3 萬 | 0.03% | +731+51.6% | 加碼 |
| AdvisorNet Financial, Inc | 2,156 | $37.5 萬 | 0.02% | +10+0.5% | 加碼 |
| Pointe Capital Management LLC | 2,165 | $37.6 萬 | 0.24% | +89+4.3% | 加碼 |
| Geller Advisors LLC | 2,168 | $37.7 萬 | 0.07% | +2+0.1% | 加碼 |
| Balasa Dinverno & Foltz LLC | 2,183 | $37.9 萬 | 0.02% | −8−0.4% | 減碼 |
| Balentine LLC | 2,187 | $38.0 萬 | 0.01% | +827+60.8% | 加碼 |
| Smith & Howard Wealth Management, LLC | 2,190 | $38.1 萬 | 0.17% | 00.0% | 不變 |
| Destination Wealth Management | 2,199 | $38.2 萬 | 0.01% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,209 | $38.4 萬 | 0.08% | +244+12.4% | 加碼 |
| MUFG Americas Holdings Corp | 2,212 | $38.4 萬 | 0.01% | +822+59.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,221 | $38.6 萬 | 0.03% | +9+0.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 2,227 | $38.7 萬 | 0.01% | −69−3.0% | 減碼 |
| Brewin Dolphin Wealth Management Ltd | 2,225 | $38.7 萬 | 0.04% | 00.0% | 不變 |
| Machina Capital S.A.S. | 2,230 | $38.8 萬 | 0.94% | +873+64.3% | 加碼 |
| Financial Counselors Inc | 2,239 | $38.9 萬 | 0.01% | −1,968−46.8% | 減碼 |
| Penserra Capital Management LLC | 2,250 | $39.1 萬 | 0.01% | +420+23.0% | 加碼 |
| BSW Wealth Partners | 2,253 | $39.2 萬 | 0.10% | +151+7.2% | 加碼 |
| Chatham Capital Group, Inc. | 2,275 | $39.5 萬 | 0.07% | +2,275 | 新進 |
| Schechter Investment Advisors, LLC | 2,279 | $39.6 萬 | 0.04% | +2,279 | 新進 |
| Flagship Harbor Advisors, LLC | 2,282 | $39.7 萬 | 0.04% | −100−4.2% | 減碼 |
| Lantz Financial LLC | 2,292 | $39.8 萬 | 0.18% | 00.0% | 不變 |
| AIA Group Ltd | 2,287 | $39.8 萬 | 0.02% | +2,287 | 新進 |
| InterOcean Capital Group, LLC | 2,320 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| Center For Asset Management LLC | 2,319 | $40.3 萬 | 0.30% | +804+53.1% | 加碼 |
| Centaurus Financial, Inc. | 2,340 | $40.7 萬 | 0.03% | +25+1.1% | 加碼 |
| Powell Investment Advisors, LLC | 2,350 | $40.8 萬 | 0.23% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 2,355 | $40.9 萬 | 0.14% | +2,355 | 新進 |
| GraniteShares Advisors LLC | 2,368 | $41.1 萬 | 0.19% | +2,368 | 新進 |
| Laurion Capital Management LP | 2,392 | $41.6 萬 | 0.01% | +2,392 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,400 | $41.7 萬 | 0.14% | −150−5.9% | 減碼 |
| PDT Partners, LLC | 2,400 | $41.7 萬 | 0.03% | +2,400 | 新進 |
| Aberdeen Wealth Management LLC | 2,436 | $42.3 萬 | 0.28% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 2,443 | $42.5 萬 | 0.06% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 2,453 | $42.6 萬 | 0.04% | 00.0% | 不變 |
| SOL Capital Management CO | 2,470 | $42.9 萬 | 0.08% | −50−2.0% | 減碼 |
| Red Cedar Investment Management, LLC | 2,481 | $43.1 萬 | 0.05% | +2,481 | 新進 |
| Hall Laurie J Trustee | 2,490 | $43.2 萬 | 0.15% | −20−0.8% | 減碼 |
| Buckley Wealth Management, LLC | 2,508 | $43.6 萬 | 0.13% | −1,360−35.2% | 減碼 |
| DF Dent & Co Inc | 2,508 | $43.6 萬 | 0.00% | −103−3.9% | 減碼 |
| X-Square Capital, LLC | 2,519 | $43.8 萬 | 0.22% | +277+12.4% | 加碼 |
| Accurate Wealth Management, LLC | 2,692 | $43.9 萬 | 0.36% | +81+3.1% | 加碼 |
| Windsor Group LTD | 2,662 | $44.5 萬 | 0.08% | +2,662 | 新進 |
| NorthRock Partners, LLC | 2,563 | $44.6 萬 | 0.03% | −374−12.7% | 減碼 |
| C2C Wealth Management, LLC | 2,580 | $44.8 萬 | 0.06% | +2,580 | 新進 |
| Westover Capital Advisors, LLC | 2,591 | $45.0 萬 | 0.13% | 00.0% | 不變 |
| Capital Advisors Inc | 2,600 | $45.2 萬 | 0.01% | −404−13.4% | 減碼 |
| EagleClaw Capital Managment, LLC | 2,607 | $45.3 萬 | 0.10% | 00.0% | 不變 |
| Boston Research & Management Inc | 2,620 | $45.5 萬 | 0.12% | 00.0% | 不變 |
| Reliant Investment Management, LLC | 2,621 | $45.6 萬 | 0.19% | 00.0% | 不變 |
| Inscription Capital, LLC | 2,625 | $45.6 萬 | 0.12% | +740+39.3% | 加碼 |