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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 7,346 | $127.7 萬 | 0.06% | +2,431+49.5% | 加碼 |
| Deseret Mutual Benefit Administrators | 7,402 | $128.7 萬 | 0.22% | +182+2.5% | 加碼 |
| Ascent Group, LLC | 8,202 | $128.8 萬 | 0.16% | +8,202 | 新進 |
| Essex Investment Management Co LLC | 7,430 | $129.1 萬 | 0.15% | 00.0% | 不變 |
| United Bank | 7,436 | $129.3 萬 | 0.69% | −157−2.1% | 減碼 |
| HM Payson & Co | 7,454 | $129.6 萬 | 0.03% | −164−2.2% | 減碼 |
| Wintrust Investments LLC | 7,462 | $129.7 萬 | 0.12% | +7,462 | 新進 |
| TCTC Holdings, LLC | 7,496 | $130.3 萬 | 0.06% | 00.0% | 不變 |
| Mission Wealth Management, LP | 7,513 | $130.6 萬 | 0.06% | +363+5.1% | 加碼 |
| Pensionfund DSM Netherlands | 7,700 | $133.8 萬 | 0.15% | 00.0% | 不變 |
| Veriti Management LLC | 7,717 | $134.1 萬 | 0.17% | +555+7.7% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $134.3 萬 | 0.01% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 7,760 | $134.9 萬 | 0.09% | +270+3.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 7,767 | $135.0 萬 | 0.08% | +468+6.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 7,814 | $135.8 萬 | 0.14% | −223−2.8% | 減碼 |
| Profund Advisors LLC | 7,853 | $136.5 萬 | 0.04% | +433+5.8% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 8,745 | $137.3 萬 | 0.50% | −3,612−29.2% | 減碼 |
| Evercore Wealth Management, LLC | 7,929 | $137.8 萬 | 0.02% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 7,964 | $138.4 萬 | 0.02% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 7,982 | $138.7 萬 | 0.03% | +353+4.6% | 加碼 |
| TrinityPoint Wealth, LLC | 7,988 | $138.9 萬 | 0.25% | +41+0.5% | 加碼 |
| Donaldson Capital Management, LLC | 8,108 | $140.9 萬 | 0.06% | −92−1.1% | 減碼 |
| Wetherby Asset Management Inc | 8,229 | $143.0 萬 | 0.08% | +493+6.4% | 加碼 |
| Wilkins Investment Counsel Inc | 8,240 | $143.2 萬 | 0.32% | 00.0% | 不變 |
| SRB Corp | 8,252 | $143.5 萬 | 0.07% | −2,710−24.7% | 減碼 |
| USA Financial Portformulas Corp | 8,290 | $144.1 萬 | 1.24% | +8,257+25,021.2% | 加碼 |
| Bremer Bank National Association | 8,363 | $145.3 萬 | 0.24% | −3,037−26.6% | 減碼 |
| IndexIQ Advisors LLC | 8,415 | $146.3 萬 | 0.05% | −323−3.7% | 減碼 |
| IBM Retirement Fund | 8,451 | $146.9 萬 | 0.18% | −5,913−41.2% | 減碼 |
| We Are One Seven, LLC | 8,450 | $146.9 萬 | 0.15% | +2,642+45.5% | 加碼 |
| Neville Rodie & Shaw Inc | 8,530 | $148.3 萬 | 0.11% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 8,604 | $149.6 萬 | 0.23% | −292−3.3% | 減碼 |
| Empirical Finance, LLC | 8,722 | $151.6 萬 | 0.18% | +2,320+36.2% | 加碼 |
| Zions Bancorporation, N.A. | 8,744 | $152.0 萬 | 0.13% | +685+8.5% | 加碼 |
| Wimmer Associates 1, LLC | 8,843 | $153.7 萬 | 0.82% | +22+0.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,848 | $153.8 萬 | 0.06% | +270+3.1% | 加碼 |
| Sofos Investments, Inc. | 3,132 | $156.3 萬 | 0.12% | +3,123+34,700.0% | 加碼 |
| Howland Capital Management LLC | 9,005 | $156.5 萬 | 0.08% | +8+0.1% | 加碼 |
| CX Institutional | 9,174 | $159.5 萬 | 0.13% | −186−2.0% | 減碼 |
| Hills Bank & Trust Co | 9,226 | $160.4 萬 | 0.22% | +132+1.5% | 加碼 |
| Enterprise Bank & Trust Co | 9,295 | $161.6 萬 | 0.57% | +633+7.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 9,324 | $162.1 萬 | 0.01% | −260−2.7% | 減碼 |
| Ci Investments Inc. | 9,354 | $162.6 萬 | 0.01% | −2,744−22.7% | 減碼 |
| Grimes & Company, Inc. | 9,511 | $165.3 萬 | 0.08% | +24+0.3% | 加碼 |
| James Hambro & Partners | 9,621 | $167.3 萬 | 0.11% | +435+4.7% | 加碼 |
| Ieq Capital, LLC | 9,631 | $167.4 萬 | 0.04% | +809+9.2% | 加碼 |
| Centiva Capital, LP | 9,667 | $168.0 萬 | 0.11% | +2,204+29.5% | 加碼 |
| Ativo Capital Management LLC | 9,750 | $169.5 萬 | 0.75% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 9,762 | $169.7 萬 | 0.06% | −485−4.7% | 減碼 |
| Chesley Taft & Associates LLC | 9,845 | $171.1 萬 | 0.09% | −250−2.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 9,891 | $171.9 萬 | 0.10% | +56+0.6% | 加碼 |
| Altium Wealth Management LLC | 9,908 | $172.2 萬 | 0.11% | +89+0.9% | 加碼 |
| Charter Trust Co | 9,966 | $173.3 萬 | 0.15% | −457−4.4% | 減碼 |
| Hartline Investment Corp | 10,000 | $173.8 萬 | 0.24% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 10,000 | $173.8 萬 | 0.07% | 00.0% | 不變 |
| CWM, LLC | 10,044 | $174.6 萬 | 0.01% | +10,044 | 新進 |
| Diversified Trust Co | 10,152 | $176.5 萬 | 0.06% | +4,924+94.2% | 加碼 |
| Roosevelt Investment Group LLC | 10,158 | $176.6 萬 | 0.10% | 00.0% | 不變 |
| First National Trust Co | 10,283 | $178.8 萬 | 0.09% | +37+0.4% | 加碼 |
| Cary Street Partners Asset Management LLC | 10,325 | $179.5 萬 | 0.38% | −590−5.4% | 減碼 |
| Focus Financial Network, Inc. | 10,688 | $185.8 萬 | 0.27% | +10,688 | 新進 |
| Cetera Advisor Networks LLC | 10,793 | $187.6 萬 | 0.02% | +3,290+43.8% | 加碼 |
| Banque Pictet & Cie SA | 10,866 | $188.9 萬 | 0.01% | +266+2.5% | 加碼 |
| Tealwood Asset Management Inc | 10,952 | $190.4 萬 | 0.76% | −700−6.0% | 減碼 |
| Advisory Services Network, LLC | 10,998 | $191.2 萬 | 0.06% | +256+2.4% | 加碼 |
| Horizon Investments, LLC | 11,158 | $193.3 萬 | 0.06% | +1,701+18.0% | 加碼 |
| Fayez Sarofim & Co | 11,150 | $193.8 萬 | 0.01% | 00.0% | 不變 |
| Aigen Investment Management, LP | 11,455 | $194.4 萬 | 0.12% | −26,881−70.1% | 減碼 |
| Captrust Financial Advisors | 11,376 | $197.7 萬 | 0.01% | +73+0.6% | 加碼 |
| Cigna Investments Inc | 11,443 | $198.9 萬 | 0.16% | −4,199−26.8% | 減碼 |
| Arabesque Asset Management Ltd | 11,449 | $199.0 萬 | 0.57% | +11,449 | 新進 |
| Fieldpoint Private Securities, LLC | 11,478 | $199.5 萬 | 0.39% | +320+2.9% | 加碼 |
| Redpoint Investment Management Pty Ltd | 11,535 | $200.5 萬 | 0.16% | −639−5.2% | 減碼 |
| Strategic Investment Advisors | 11,549 | $200.7 萬 | 0.39% | +69+0.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 11,658 | $202.6 萬 | 1.01% | +11,658 | 新進 |
| WBI Investments | 11,764 | $204.4 萬 | 0.33% | −18,693−61.4% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,970 | $208.1 萬 | 0.54% | −66−0.5% | 減碼 |
| Fiduciary Trust Co | 11,968 | $208.1 萬 | 0.03% | −51−0.4% | 減碼 |
| Front Row Advisors LLC | 11,976 | $208.2 萬 | 0.78% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 12,000 | $208.6 萬 | 0.98% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 12,030 | $209.1 萬 | 0.14% | +437+3.8% | 加碼 |
| Kestra Advisory Services, LLC | 12,075 | $209.9 萬 | 0.02% | −2,476−17.0% | 減碼 |
| Banco Santander, S.A. | 12,079 | $210.0 萬 | 0.01% | −3,528−22.6% | 減碼 |
| American National Registered Investment Advisor, Inc. | 12,292 | $213.7 萬 | 0.71% | −20.0% | 減碼 |
| Lincoln National Corp | 12,379 | $215.1 萬 | 0.04% | −766−5.8% | 減碼 |
| Pathstone Family Office, LLC | 12,438 | $216.4 萬 | 0.05% | +844+7.3% | 加碼 |
| Prudential PLC | 12,561 | $218.3 萬 | 0.03% | +12,561 | 新進 |
| Transcend Wealth Collective, LLC | 12,574 | $218.6 萬 | 0.19% | +1,552+14.1% | 加碼 |
| Federated Hermes, Inc. | 12,575 | $218.6 萬 | 0.00% | +954+8.2% | 加碼 |
| AlphaCrest Capital Management LLC | 12,684 | $220.5 萬 | 0.08% | +3,800+42.8% | 加碼 |
| Heritage Wealth Advisors | 12,914 | $224.5 萬 | 0.12% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 13,065 | $227.1 萬 | 0.06% | −25,250−65.9% | 減碼 |
| Occidental Asset Management, LLC | 13,068 | $227.1 萬 | 0.54% | +517+4.1% | 加碼 |
| Bessemer Group Inc | 13,084 | $227.4 萬 | 0.00% | +502+4.0% | 加碼 |
| Toroso Investments, LLC | 13,086 | $227.5 萬 | 0.07% | +6,365+94.7% | 加碼 |
| Crestline Management, LP | 13,223 | $229.9 萬 | 0.17% | +13,223 | 新進 |
| Moody Lynn & Lieberson, LLC | 13,257 | $230.4 萬 | 0.15% | +13,257 | 新進 |
| Argent Trust Co | 13,372 | $232.5 萬 | 0.14% | −110−0.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 13,497 | $234.6 萬 | 0.22% | +95+0.7% | 加碼 |
| AE Wealth Management LLC | 13,660 | $237.4 萬 | 0.02% | +1,897+16.1% | 加碼 |