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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 2,632 | $45.7 萬 | 0.01% | −4−0.2% | 減碼 |
| Sutton Wealth Advisors Inc. | 2,643 | $45.9 萬 | 0.15% | −14−0.5% | 減碼 |
| LMR Partners LLP | 2,644 | $46.0 萬 | 0.01% | +2,644 | 新進 |
| Fulton Bank, N.A. | 2,679 | $46.5 萬 | 0.02% | −15−0.6% | 減碼 |
| Thrive Wealth Management, LLC | 2,679 | $46.6 萬 | 0.16% | +2,679 | 新進 |
| Quadrature Capital Ltd | 2,697 | $46.9 萬 | 0.02% | +2,697 | 新進 |
| Resources Investment Advisors, LLC. | 2,734 | $47.5 萬 | 0.02% | −1,526−35.8% | 減碼 |
| Kenfarb & Co. | 2,735 | $47.5 萬 | 0.35% | +2,735 | 新進 |
| Wedmont Private Capital | 2,924 | $47.9 萬 | 0.15% | +2,924 | 新進 |
| Ruffer LLP | 2,900 | $48.7 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 2,825 | $49.1 萬 | 0.03% | −395−12.3% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,828 | $49.2 萬 | 0.07% | −19−0.7% | 減碼 |
| Twin Focus Capital Partners, LLC | 2,847 | $49.5 萬 | 0.10% | +204+7.7% | 加碼 |
| Putnam Investments LLC | 2,856 | $49.6 萬 | 0.00% | −44−1.5% | 減碼 |
| Dodge & Cox | 2,860 | $49.7 萬 | 0.00% | 00.0% | 不變 |
| Strid Group, LLC | 2,864 | $49.8 萬 | 0.10% | −1,720−37.5% | 減碼 |
| National Asset Management, Inc. | 2,872 | $49.9 萬 | 0.01% | −89−3.0% | 減碼 |
| Thompson Davis & Co., Inc. | 2,900 | $50.4 萬 | 0.42% | +2,900 | 新進 |
| Cetera Investment Advisers | 2,911 | $50.6 萬 | 0.01% | +231+8.6% | 加碼 |
| Israel Discount Bank of New York | 2,923 | $50.8 萬 | 0.31% | −105−3.5% | 減碼 |
| Cambridge Trust Co | 2,922 | $50.8 萬 | 0.02% | +2,922 | 新進 |
| Bollard Group LLC | 2,938 | $51.1 萬 | 0.02% | +10+0.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,935 | $51.1 萬 | 0.14% | +2,935 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 2,950 | $51.3 萬 | 0.04% | +280+10.5% | 加碼 |
| Strategic Blueprint, LLC | 2,972 | $51.7 萬 | 0.07% | +2,972 | 新進 |
| Stockman Wealth Management, Inc. | 2,985 | $51.9 萬 | 0.11% | −128−4.1% | 減碼 |
| North Star Asset Management Inc | 2,991 | $52.0 萬 | 0.03% | 00.0% | 不變 |
| KB Financial Partners, LLC | 3,000 | $52.1 萬 | 0.15% | −248−7.6% | 減碼 |
| Forum Financial Management, LP | 3,046 | $52.9 萬 | 0.03% | +3,046 | 新進 |
| Waller Financial Planning Group, Inc | 3,070 | $53.4 萬 | 0.13% | +10+0.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,079 | $53.5 萬 | 0.09% | +3,079 | 新進 |
| Defined Wealth Management, LLC | 3,095 | $53.8 萬 | 0.44% | 00.0% | 不變 |
| Prospector Partners LLC | 3,100 | $53.9 萬 | 0.06% | −800−20.5% | 減碼 |
| Montag A & Associates Inc | 3,136 | $54.5 萬 | 0.03% | +784+33.3% | 加碼 |
| Leavell Investment Management, Inc. | 3,150 | $54.8 萬 | 0.04% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 3,176 | $55.2 萬 | 0.10% | +46+1.5% | 加碼 |
| REDW Wealth LLC | 3,190 | $55.4 萬 | 0.16% | 00.0% | 不變 |
| Tower Bridge Advisors | 3,200 | $55.6 萬 | 0.03% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 3,210 | $55.8 萬 | 0.29% | +3,210 | 新進 |
| Nicolet Bankshares Inc | 3,222 | $56.0 萬 | 0.12% | +1,243+62.8% | 加碼 |
| Opus Capital Group, LLC | 3,239 | $56.3 萬 | 0.12% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $56.4 萬 | 0.11% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $56.5 萬 | 0.10% | 00.0% | 不變 |
| Abbrea Capital, LLC | 3,257 | $56.6 萬 | 0.08% | +1,009+44.9% | 加碼 |
| Contravisory Investment Management, Inc. | 3,271 | $56.9 萬 | 0.15% | −147−4.3% | 減碼 |
| DSM Capital Partners LLC | 3,280 | $57.0 萬 | 0.01% | −2,530−43.5% | 減碼 |
| Savant Capital, LLC | 3,309 | $57.5 萬 | 0.02% | +450+15.7% | 加碼 |
| Domani Wealth, LLC | 3,340 | $58.1 萬 | 0.11% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 3,398 | $59.1 萬 | 0.03% | +473+16.2% | 加碼 |
| HB Wealth Management, LLC | 3,402 | $59.1 萬 | 0.01% | +3,402 | 新進 |
| Cullen/Frost Bankers, Inc. | 3,423 | $59.5 萬 | 0.01% | +183+5.6% | 加碼 |
| Quantamental Technologies LLC | 3,431 | $59.6 萬 | 0.30% | +458+15.4% | 加碼 |
| Bank of New Hampshire | 3,451 | $60.0 萬 | 0.15% | −65−1.8% | 減碼 |
| Engine No. 1 LLC | 3,456 | $60.1 萬 | 0.12% | +717+26.2% | 加碼 |
| Henshaw Capital LLC | 3,466 | $60.2 萬 | 0.03% | 00.0% | 不變 |
| Csenge Advisory Group | 4,267 | $60.7 萬 | 0.05% | −50−1.2% | 減碼 |
| Truefg, LLC | 3,500 | $60.8 萬 | 0.27% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 3,500 | $60.8 萬 | 0.12% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 3,515 | $61.1 萬 | 0.05% | +336+10.6% | 加碼 |
| Echo Street Capital Management LLC | 3,543 | $61.6 萬 | 0.00% | −1,691−32.3% | 減碼 |
| Avidian Wealth Solutions, LLC | 3,550 | $61.7 萬 | 0.04% | +150+4.4% | 加碼 |
| Ausdal Financial Partners, Inc. | 3,560 | $61.9 萬 | 0.08% | −50−1.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,592 | $62.5 萬 | 0.13% | +112+3.2% | 加碼 |
| Jump Financial, LLC | 3,600 | $62.6 萬 | 0.04% | −6,514−64.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,620 | $62.9 萬 | 0.01% | +129+3.7% | 加碼 |
| Gofen & Glossberg LLC | 3,628 | $63.1 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 3,631 | $63.1 萬 | 0.01% | +1,074+42.0% | 加碼 |
| Caldwell Trust Co | 3,636 | $63.2 萬 | 0.07% | −130−3.5% | 減碼 |
| D.A. Davidson & Co. | 3,662 | $63.7 萬 | 0.01% | +22+0.6% | 加碼 |
| Gyroscope Capital Management Group, LLC | 3,698 | $64.3 萬 | 0.23% | −913−19.8% | 減碼 |
| Archvest Wealth Advisors, Inc. | 3,701 | $64.3 萬 | 0.56% | +3,701 | 新進 |
| Bridgewater Advisors Inc. | 3,707 | $64.4 萬 | 0.14% | +465+14.3% | 加碼 |
| American Portfolios Advisors | 3,723 | $64.7 萬 | 0.02% | −155−4.0% | 減碼 |
| 44 Wealth Management LLC | 3,740 | $65.0 萬 | 0.23% | +448+13.6% | 加碼 |
| ASB Consultores, LLC | 3,764 | $65.4 萬 | 0.32% | +3,764 | 新進 |
| Hutchinson Capital Management | 3,776 | $65.6 萬 | 0.15% | +4+0.1% | 加碼 |
| Personal Capital Advisors Corp | 3,871 | $67.2 萬 | 0.00% | +472+13.9% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,891 | $67.6 萬 | 0.15% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 3,896 | $67.7 萬 | 0.46% | +3,896 | 新進 |
| McAdam, LLC | 3,912 | $68.0 萬 | 0.07% | 00.0% | 不變 |
| Stiles Financial Services Inc | 3,956 | $68.1 萬 | 0.33% | +3,956 | 新進 |
| Alphasimplex Group, LLC | 3,960 | $68.8 萬 | 1.17% | −4,079−50.7% | 減碼 |
| Modera Wealth Management, LLC | 3,974 | $69.1 萬 | 0.03% | +3,974 | 新進 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,995 | $69.4 萬 | 0.37% | 00.0% | 不變 |
| Robotti Robert | 4,000 | $69.5 萬 | 0.14% | 00.0% | 不變 |
| Park Avenue Securities LLC | 3,998 | $69.5 萬 | 0.01% | +980+32.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 4,030 | $70.0 萬 | 0.05% | +140+3.6% | 加碼 |
| Missouri Trust & Investment Co | 4,075 | $70.8 萬 | 0.41% | +4,075 | 新進 |
| HRT Financial LP | 4,105 | $71.3 萬 | 0.00% | −3,867−48.5% | 減碼 |
| CAPROCK Group, Inc. | 4,118 | $71.6 萬 | 0.06% | +687+20.0% | 加碼 |
| Atlantic Union Bankshares Corp | 4,126 | $71.7 萬 | 0.06% | −5−0.1% | 減碼 |
| Dowling & Yahnke LLC | 4,135 | $71.9 萬 | 0.03% | +1,087+35.7% | 加碼 |
| King Luther Capital Management Corp | 4,148 | $72.1 萬 | 0.00% | +28+0.7% | 加碼 |
| First Manhattan Co | 4,173 | $72.5 萬 | 0.00% | +3,639+681.5% | 加碼 |
| Rockland Trust Co | 4,184 | $72.7 萬 | 0.05% | +713+20.5% | 加碼 |
| Western Wealth Management, LLC | 4,190 | $72.7 萬 | 0.07% | +4,190 | 新進 |
| Duncker Streett & Co Inc | 4,200 | $73.0 萬 | 0.13% | 00.0% | 不變 |
| VeraBank, N.A. | 4,320 | $75.1 萬 | 0.38% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 4,348 | $75.6 萬 | 0.19% | +1,122+34.8% | 加碼 |
| Stokes Family Office, LLC | 4,371 | $76.0 萬 | 0.09% | +768+21.3% | 加碼 |