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。
2022 年第 1 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2022/3/31 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
- 1,151
- 較 2021 年第 4 季 −7 家
- 持有股數
- 4.42 億
- 較 2021 年第 4 季 −461.5 萬 (−1.0%)
- 總市值
- $752.0 億
- 較 2021 年第 4 季 −$23.3 億 (−3.0%)
- 新進機構
- 97
- 另有 444 家加碼
- 清倉機構
- 104
- 另有 391 家減碼
另有 12 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HM Payson & Co | 7,510 | $128.0 萬 | 0.03% | +56+0.8% | 加碼 |
| TrinityPoint Wealth, LLC | 7,530 | $128.3 萬 | 0.23% | −458−5.7% | 減碼 |
| United Bank | 7,580 | $129.2 萬 | 0.68% | +144+1.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $131.7 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 7,744 | $132.0 萬 | 0.08% | −23−0.3% | 減碼 |
| 55I, LLC | 7,785 | $132.7 萬 | 0.03% | +7,785 | 新進 |
| Edgestream Partners, L.P. | 7,856 | $133.9 萬 | 0.11% | +6,019+327.7% | 加碼 |
| Evercore Wealth Management, LLC | 7,933 | $135.2 萬 | 0.02% | +4+0.1% | 加碼 |
| Greenleaf Trust | 7,975 | $135.9 萬 | 0.02% | +1,249+18.6% | 加碼 |
| Metis Global Partners, LLC | 7,977 | $136.0 萬 | 0.16% | +3,561+80.6% | 加碼 |
| Veriti Management LLC | 8,016 | $136.6 萬 | 0.17% | +299+3.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 8,087 | $137.8 萬 | 0.01% | −1,237−13.3% | 減碼 |
| Western Wealth Management, LLC | 8,100 | $138.0 萬 | 0.07% | +3,910+93.3% | 加碼 |
| IBM Retirement Fund | 8,101 | $138.1 萬 | 0.19% | −350−4.1% | 減碼 |
| Mission Wealth Management, LP | 8,110 | $138.2 萬 | 0.06% | +597+7.9% | 加碼 |
| Wilkins Investment Counsel Inc | 8,240 | $140.4 萬 | 0.32% | 00.0% | 不變 |
| SRB Corp | 8,252 | $140.6 萬 | 0.08% | 00.0% | 不變 |
| Hartline Investment Corp | 10,000 | $140.7 萬 | 0.18% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 8,328 | $141.9 萬 | 0.00% | −24,383−74.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 8,391 | $142.6 萬 | 0.47% | −354−4.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,426 | $143.6 萬 | 0.06% | −422−4.8% | 減碼 |
| Sawtooth Solutions, LLC | 8,479 | $144.5 萬 | 0.18% | −7,867−48.1% | 減碼 |
| Howland Capital Management LLC | 8,530 | $145.4 萬 | 0.08% | −475−5.3% | 減碼 |
| Capital Asset Advisory Services LLC | 8,534 | $145.4 萬 | 0.15% | +1,934+29.3% | 加碼 |
| LS Investment Advisors, LLC | 8,565 | $146.0 萬 | 0.23% | −39−0.5% | 減碼 |
| Wetherby Asset Management Inc | 8,578 | $146.2 萬 | 0.08% | +349+4.2% | 加碼 |
| Neville Rodie & Shaw Inc | 8,530 | $146.4 萬 | 0.11% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 8,646 | $147.3 萬 | 0.82% | −197−2.2% | 減碼 |
| Cetera Advisor Networks LLC | 8,689 | $148.1 萬 | 0.02% | −2,104−19.5% | 減碼 |
| Enterprise Bank & Trust Co | 8,766 | $149.4 萬 | 0.59% | −529−5.7% | 減碼 |
| Two Sigma Investments, LP | 8,772 | $149.5 萬 | 0.00% | +8,772 | 新進 |
| Belpointe Asset Management LLC | 8,819 | $150.3 萬 | 0.09% | +1,985+29.0% | 加碼 |
| Cigna Investments Inc | 8,929 | $152.2 萬 | 0.19% | −2,514−22.0% | 減碼 |
| United Capital Financial Advisers, LLC | 9,084 | $154.8 萬 | 0.01% | +3,005+49.4% | 加碼 |
| RMR Wealth Builders | 9,274 | $158.0 萬 | 0.34% | +9,274 | 新進 |
| CX Institutional | 9,351 | $159.4 萬 | 0.13% | +177+1.9% | 加碼 |
| Hills Bank & Trust Co | 9,475 | $161.5 萬 | 0.23% | +249+2.7% | 加碼 |
| Grimes & Company, Inc. | 9,511 | $162.1 萬 | 0.08% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 9,594 | $163.5 萬 | 0.73% | +6,902+256.4% | 加碼 |
| Diversified Trust Co | 9,612 | $163.8 萬 | 0.06% | −540−5.3% | 減碼 |
| James Hambro & Partners | 9,621 | $164.0 萬 | 0.12% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 9,745 | $164.3 萬 | 0.10% | −100−1.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,651 | $164.5 萬 | 0.01% | −62,377−86.6% | 減碼 |
| Empirical Finance, LLC | 9,760 | $166.3 萬 | 0.19% | +1,038+11.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 9,762 | $166.4 萬 | 0.06% | 00.0% | 不變 |
| Ativo Capital Management LLC | 9,772 | $166.5 萬 | 0.85% | +22+0.2% | 加碼 |
| Zions Bancorporation, N.A. | 9,769 | $166.5 萬 | 0.15% | +1,025+11.7% | 加碼 |
| Altium Wealth Management LLC | 9,789 | $166.8 萬 | 0.11% | −119−1.2% | 減碼 |
| Cohen Klingenstein LLC | 10,000 | $170.4 萬 | 0.07% | 00.0% | 不變 |
| Roosevelt Investment Group LLC | 10,158 | $173.1 萬 | 0.10% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 10,283 | $175.2 萬 | 0.36% | −1,195−10.4% | 減碼 |
| Cary Street Partners Asset Management LLC | 10,310 | $175.7 萬 | 0.35% | −15−0.1% | 減碼 |
| LMCG Investments, LLC | 10,390 | $177.1 萬 | 0.10% | +10,390 | 新進 |
| Mount Yale Investment Advisors, LLC | 10,507 | $179.1 萬 | 0.19% | +2,693+34.5% | 加碼 |
| Ascent Group, LLC | 10,593 | $180.5 萬 | 0.21% | +2,391+29.2% | 加碼 |
| Tealwood Asset Management Inc | 10,735 | $182.9 萬 | 0.78% | −217−2.0% | 減碼 |
| Aaron Wealth Advisors | 314,424 | $184.5 萬 | 0.04% | +312,399+15,427.1% | 加碼 |
| Buckingham Strategic Partners | 10,859 | $185.1 萬 | 0.18% | +10,859 | 新進 |
| GWM Advisors LLC | 10,887 | $185.5 萬 | 0.03% | +3,987+57.8% | 加碼 |
| Ieq Capital, LLC | 11,077 | $188.8 萬 | 0.04% | +1,446+15.0% | 加碼 |
| CWM, LLC | 11,089 | $189.0 萬 | 0.01% | +1,045+10.4% | 加碼 |
| First National Trust Co | 11,208 | $191.0 萬 | 0.10% | +925+9.0% | 加碼 |
| Fayez Sarofim & Co | 11,229 | $191.4 萬 | 0.01% | +79+0.7% | 加碼 |
| Horizon Investments, LLC | 11,369 | $193.1 萬 | 0.05% | +211+1.9% | 加碼 |
| Federated Hermes, Inc. | 11,392 | $194.1 萬 | 0.00% | −1,183−9.4% | 減碼 |
| Phoenix Holdings Ltd. | 11,404 | $194.3 萬 | 0.03% | +11,404 | 新進 |
| Dumont & Blake Investment Advisors LLC | 11,428 | $194.8 萬 | 0.53% | −542−4.5% | 減碼 |
| Arabesque Asset Management Ltd | 11,485 | $195.7 萬 | 0.68% | +36+0.3% | 加碼 |
| Pathstone Family Office, LLC | 11,501 | $196.4 萬 | 0.05% | −937−7.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 11,565 | $197.1 萬 | 0.11% | +1,674+16.9% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 11,659 | $198.7 萬 | 0.95% | +10.0% | 加碼 |
| Fiduciary Trust Co | 11,770 | $200.6 萬 | 0.04% | −198−1.7% | 減碼 |
| Front Row Advisors LLC | 11,976 | $204.1 萬 | 0.82% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 12,000 | $204.5 萬 | 1.13% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 12,001 | $204.5 萬 | 0.57% | +12,001 | 新進 |
| Summit Global Investments | 12,069 | $205.7 萬 | 0.15% | +10,885+919.3% | 加碼 |
| Strategic Investment Advisors | 12,078 | $205.8 萬 | 0.39% | +529+4.6% | 加碼 |
| American National Registered Investment Advisor, Inc. | 12,088 | $206.0 萬 | 0.74% | −204−1.7% | 減碼 |
| Sciencast Management LP | 12,158 | $206.9 萬 | 0.47% | +12,158 | 新進 |
| Venture Visionary Partners LLC | 12,177 | $207.5 萬 | 0.14% | +147+1.2% | 加碼 |
| Private Trust Co NA | 12,254 | $208.8 萬 | 0.33% | −3,575−22.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,156 | $209.8 萬 | 0.03% | −7,460−38.0% | 減碼 |
| American National Insurance Co | 12,325 | $210.0 萬 | 0.57% | −1,600−11.5% | 減碼 |
| Kestra Advisory Services, LLC | 12,326 | $210.1 萬 | 0.02% | +251+2.1% | 加碼 |
| EHP Funds Inc. | 12,400 | $211.3 萬 | 0.35% | +12,400 | 新進 |
| Lincoln National Corp | 12,512 | $213.2 萬 | 0.04% | +133+1.1% | 加碼 |
| Redpoint Investment Management Pty Ltd | 12,516 | $213.3 萬 | 0.21% | +981+8.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 12,899 | $219.8 萬 | 0.10% | −4,709−26.7% | 減碼 |
| Heritage Wealth Advisors | 12,914 | $220.1 萬 | 0.12% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 12,966 | $221.0 萬 | 0.05% | −1,657−11.3% | 減碼 |
| Snowden Capital Advisors LLC | 13,201 | $224.9 萬 | 0.09% | +12,147+1,152.5% | 加碼 |
| Argent Trust Co | 13,300 | $226.6 萬 | 0.14% | −72−0.5% | 減碼 |
| Banco Santander, S.A. | 13,428 | $228.8 萬 | 0.02% | +1,349+11.2% | 加碼 |
| Bessemer Group Inc | 13,492 | $230.0 萬 | 0.00% | +408+3.1% | 加碼 |
| Vontobel Holding Ltd. | 13,495 | $231.9 萬 | 0.02% | −409−2.9% | 減碼 |
| Transcend Wealth Collective, LLC | 13,632 | $232.3 萬 | 0.21% | +1,058+8.4% | 加碼 |
| Miracle Mile Advisors, LLC | 13,637 | $232.4 萬 | 0.10% | +12,227+867.2% | 加碼 |
| SG Americas Securities, LLC | 13,670 | $233.0 萬 | 0.02% | −17,989−56.8% | 減碼 |
| Occidental Asset Management, LLC | 13,891 | $236.7 萬 | 0.61% | +823+6.3% | 加碼 |
| Pitcairn Co | 14,044 | $239.3 萬 | 0.21% | −331−2.3% | 減碼 |