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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 2,282 | $39.7 萬 | 0.04% | −100−4.2% | 減碼 |
| Schechter Investment Advisors, LLC | 2,279 | $39.6 萬 | 0.04% | +2,279 | 新進 |
| Chatham Capital Group, Inc. | 2,275 | $39.5 萬 | 0.07% | +2,275 | 新進 |
| BSW Wealth Partners | 2,253 | $39.2 萬 | 0.10% | +151+7.2% | 加碼 |
| Penserra Capital Management LLC | 2,250 | $39.1 萬 | 0.01% | +420+23.0% | 加碼 |
| Financial Counselors Inc | 2,239 | $38.9 萬 | 0.01% | −1,968−46.8% | 減碼 |
| Machina Capital S.A.S. | 2,230 | $38.8 萬 | 0.94% | +873+64.3% | 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 |
| Stratos Wealth Advisors, LLC | 2,221 | $38.6 萬 | 0.03% | +9+0.4% | 加碼 |
| 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 |
| Destination Wealth Management | 2,199 | $38.2 萬 | 0.01% | 00.0% | 不變 |
| Smith & Howard Wealth Management, LLC | 2,190 | $38.1 萬 | 0.17% | 00.0% | 不變 |
| Balentine LLC | 2,187 | $38.0 萬 | 0.01% | +827+60.8% | 加碼 |
| Balasa Dinverno & Foltz LLC | 2,183 | $37.9 萬 | 0.02% | −8−0.4% | 減碼 |
| Geller Advisors LLC | 2,168 | $37.7 萬 | 0.07% | +2+0.1% | 加碼 |
| Pointe Capital Management LLC | 2,165 | $37.6 萬 | 0.24% | +89+4.3% | 加碼 |
| AdvisorNet Financial, Inc | 2,156 | $37.5 萬 | 0.02% | +10+0.5% | 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 |
| 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 |
| 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 |
| 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 |
| Journey Advisory Group, LLC | 2,105 | $36.6 萬 | 0.10% | +2,105 | 新進 |
| Driehaus Capital Management LLC | 2,080 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| Graypoint LLC | 2,072 | $36.0 萬 | 0.04% | −176−7.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 2,041 | $35.5 萬 | 0.09% | +3+0.1% | 加碼 |
| Willow Creek Wealth Management Inc. | 2,029 | $35.3 萬 | 0.07% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 1,782 | $35.3 萬 | 0.18% | +1,782 | 新進 |
| Aaron Wealth Advisors | 2,025 | $35.1 萬 | 0.10% | +187+10.2% | 加碼 |
| 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 |
| 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 |
| 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 |
| S&CO Inc | 2,000 | $34.7 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Ellevest, Inc. | 1,968 | $34.2 萬 | 0.03% | +176+9.8% | 加碼 |
| 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 |
| 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 |
| Mitchell & Pahl Private Wealth, LLC | 1,950 | $33.9 萬 | 0.22% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 1,942 | $33.8 萬 | 0.20% | +76+4.1% | 加碼 |
| Cedar Brook Financial Partners, LLC | 1,933 | $33.6 萬 | 0.09% | +521+36.9% | 加碼 |
| Pineno Levin & Ford Asset Management, Inc. | 1,926 | $33.5 萬 | 0.10% | 00.0% | 不變 |
| Umb Bank N A | 1,920 | $33.4 萬 | 0.00% | +1,920 | 新進 |
| Stephens Inc | 1,908 | $33.2 萬 | 0.01% | −224−10.5% | 減碼 |
| 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 |
| Curated Wealth Partners LLC | 1,896 | $32.9 萬 | 0.11% | +13+0.7% | 加碼 |
| Comerica Securities,inc. | 1,885 | $32.8 萬 | 0.02% | +188+11.1% | 加碼 |
| Acima Private Wealth, LLC | 1,881 | $32.7 萬 | 0.14% | 00.0% | 不變 |
| 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 |
| Palladium Partners LLC | 1,866 | $32.4 萬 | 0.01% | −25−1.3% | 減碼 |
| Kanawha Capital Management LLC | 1,857 | $32.3 萬 | 0.03% | −85−4.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 1,861 | $32.3 萬 | 0.04% | −5−0.3% | 減碼 |
| Dearborn Partners LLC | 1,860 | $32.3 萬 | 0.01% | +1,860 | 新進 |
| SOA Wealth Advisors, LLC. | 1,852 | $32.1 萬 | 0.08% | +5+0.3% | 加碼 |
| Castleview Partners, LLC | 55,796 | $32.1 萬 | 0.00% | +55,796 | 新進 |
| Alera Investment Advisors, LLC | 1,835 | $31.9 萬 | 0.09% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 1,837 | $31.9 萬 | 0.02% | +1,837 | 新進 |
| Spire Wealth Management | 1,823 | $31.7 萬 | 0.01% | +445+32.3% | 加碼 |
| Clark Capital Management Group, Inc. | 1,817 | $31.6 萬 | 0.00% | +211+13.1% | 加碼 |
| Brookstone Capital Management | 1,918 | $31.4 萬 | 0.01% | +128+7.2% | 加碼 |
| Litman Gregory Asset Management LLC | 1,800 | $31.3 萬 | 0.05% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 1,794 | $31.2 萬 | 0.05% | +255+16.6% | 加碼 |
| Independent Advisor Alliance | 1,791 | $31.1 萬 | 0.02% | +3+0.2% | 加碼 |
| Kessler Investment Group, LLC | 1,778 | $30.9 萬 | 0.17% | −1,304−42.3% | 減碼 |
| Yorktown Management & Research Co Inc | 1,775 | $30.9 萬 | 0.21% | −315−15.1% | 減碼 |
| NBT Bank N A | 1,778 | $30.9 萬 | 0.04% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 1,776 | $30.9 萬 | 0.19% | +1,776 | 新進 |
| Resources Management Corp | 1,760 | $30.6 萬 | 0.04% | −40−2.2% | 減碼 |
| Colony Group LLC | 1,756 | $30.5 萬 | 0.01% | +1,756 | 新進 |
| Asset Management Resources, LLC | 1,757 | $30.5 萬 | 0.27% | +1,757 | 新進 |
| Wealth Management Associates, Inc. | 1,753 | $30.5 萬 | 0.16% | +100+6.0% | 加碼 |
| Independence Bank of Kentucky | 1,740 | $30.2 萬 | 0.12% | −240−12.1% | 減碼 |
| Clarkston Capital Partners, LLC | 1,725 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Fermata Advisors, LLC | 1,719 | $30.0 萬 | 0.11% | +87+5.3% | 加碼 |
| Wealthspire Advisors, LLC | 1,718 | $29.9 萬 | 0.01% | −8,828−83.7% | 減碼 |
| Integrated Wealth Concepts LLC | 1,717 | $29.8 萬 | 0.01% | −34−1.9% | 減碼 |
| Bridgefront Capital, LLC | 1,711 | $29.7 萬 | 0.29% | −632−27.0% | 減碼 |
| Boston Financial Mangement LLC | 1,701 | $29.6 萬 | 0.01% | +6+0.4% | 加碼 |
| Asio Capital, LLC | 1,700 | $29.5 萬 | 0.09% | 00.0% | 不變 |
| Diligent Investors, LLC | 1,700 | $29.5 萬 | 0.08% | 00.0% | 不變 |