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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 10,283 | $175.2 萬 | 0.36% | −1,195−10.4% | 減碼 |
| Roosevelt Investment Group LLC | 10,158 | $173.1 萬 | 0.10% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 10,000 | $170.4 萬 | 0.07% | 00.0% | 不變 |
| Altium Wealth Management LLC | 9,789 | $166.8 萬 | 0.11% | −119−1.2% | 減碼 |
| 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 |
| Clifford Swan Investment Counsel LLC | 9,762 | $166.4 萬 | 0.06% | 00.0% | 不變 |
| Empirical Finance, LLC | 9,760 | $166.3 萬 | 0.19% | +1,038+11.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,651 | $164.5 萬 | 0.01% | −62,377−86.6% | 減碼 |
| Chesley Taft & Associates LLC | 9,745 | $164.3 萬 | 0.10% | −100−1.0% | 減碼 |
| James Hambro & Partners | 9,621 | $164.0 萬 | 0.12% | 00.0% | 不變 |
| Diversified Trust Co | 9,612 | $163.8 萬 | 0.06% | −540−5.3% | 減碼 |
| Accurate Wealth Management, LLC | 9,594 | $163.5 萬 | 0.73% | +6,902+256.4% | 加碼 |
| Grimes & Company, Inc. | 9,511 | $162.1 萬 | 0.08% | 00.0% | 不變 |
| Hills Bank & Trust Co | 9,475 | $161.5 萬 | 0.23% | +249+2.7% | 加碼 |
| CX Institutional | 9,351 | $159.4 萬 | 0.13% | +177+1.9% | 加碼 |
| RMR Wealth Builders | 9,274 | $158.0 萬 | 0.34% | +9,274 | 新進 |
| United Capital Financial Advisers, LLC | 9,084 | $154.8 萬 | 0.01% | +3,005+49.4% | 加碼 |
| Cigna Investments Inc | 8,929 | $152.2 萬 | 0.19% | −2,514−22.0% | 減碼 |
| Belpointe Asset Management LLC | 8,819 | $150.3 萬 | 0.09% | +1,985+29.0% | 加碼 |
| Two Sigma Investments, LP | 8,772 | $149.5 萬 | 0.00% | +8,772 | 新進 |
| Enterprise Bank & Trust Co | 8,766 | $149.4 萬 | 0.59% | −529−5.7% | 減碼 |
| Cetera Advisor Networks LLC | 8,689 | $148.1 萬 | 0.02% | −2,104−19.5% | 減碼 |
| Wimmer Associates 1, LLC | 8,646 | $147.3 萬 | 0.82% | −197−2.2% | 減碼 |
| Neville Rodie & Shaw Inc | 8,530 | $146.4 萬 | 0.11% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 8,578 | $146.2 萬 | 0.08% | +349+4.2% | 加碼 |
| LS Investment Advisors, LLC | 8,565 | $146.0 萬 | 0.23% | −39−0.5% | 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 |
| Sawtooth Solutions, LLC | 8,479 | $144.5 萬 | 0.18% | −7,867−48.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,426 | $143.6 萬 | 0.06% | −422−4.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 8,391 | $142.6 萬 | 0.47% | −354−4.0% | 減碼 |
| Assenagon Asset Management S.A. | 8,328 | $141.9 萬 | 0.00% | −24,383−74.5% | 減碼 |
| Hartline Investment Corp | 10,000 | $140.7 萬 | 0.18% | 00.0% | 不變 |
| SRB Corp | 8,252 | $140.6 萬 | 0.08% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 8,240 | $140.4 萬 | 0.32% | 00.0% | 不變 |
| Mission Wealth Management, LP | 8,110 | $138.2 萬 | 0.06% | +597+7.9% | 加碼 |
| IBM Retirement Fund | 8,101 | $138.1 萬 | 0.19% | −350−4.1% | 減碼 |
| Western Wealth Management, LLC | 8,100 | $138.0 萬 | 0.07% | +3,910+93.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 8,087 | $137.8 萬 | 0.01% | −1,237−13.3% | 減碼 |
| Veriti Management LLC | 8,016 | $136.6 萬 | 0.17% | +299+3.9% | 加碼 |
| Metis Global Partners, LLC | 7,977 | $136.0 萬 | 0.16% | +3,561+80.6% | 加碼 |
| Greenleaf Trust | 7,975 | $135.9 萬 | 0.02% | +1,249+18.6% | 加碼 |
| Evercore Wealth Management, LLC | 7,933 | $135.2 萬 | 0.02% | +4+0.1% | 加碼 |
| Edgestream Partners, L.P. | 7,856 | $133.9 萬 | 0.11% | +6,019+327.7% | 加碼 |
| 55I, LLC | 7,785 | $132.7 萬 | 0.03% | +7,785 | 新進 |
| Wealthcare Advisory Partners LLC | 7,744 | $132.0 萬 | 0.08% | −23−0.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $131.7 萬 | 0.01% | 00.0% | 不變 |
| United Bank | 7,580 | $129.2 萬 | 0.68% | +144+1.9% | 加碼 |
| TrinityPoint Wealth, LLC | 7,530 | $128.3 萬 | 0.23% | −458−5.7% | 減碼 |
| HM Payson & Co | 7,510 | $128.0 萬 | 0.03% | +56+0.8% | 加碼 |
| TCTC Holdings, LLC | 7,496 | $127.7 萬 | 0.05% | 00.0% | 不變 |
| PFG Advisors | 7,492 | $127.7 萬 | 0.13% | +260+3.6% | 加碼 |
| Wintrust Investments LLC | 7,380 | $125.8 萬 | 0.12% | −82−1.1% | 減碼 |
| Trust Co of Toledo NA | 7,346 | $125.2 萬 | 0.19% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 7,329 | $124.9 萬 | 0.09% | −431−5.6% | 減碼 |
| Icon Advisers Inc | 7,300 | $124.4 萬 | 0.21% | 00.0% | 不變 |
| Bartlett & Co. LLC | 7,268 | $123.9 萬 | 0.02% | −36−0.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 7,268 | $123.9 萬 | 0.02% | −36−0.5% | 減碼 |
| Canandaigua National Corp | 7,218 | $123.0 萬 | 0.19% | +273+3.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 7,210 | $122.9 萬 | 0.06% | −136−1.9% | 減碼 |
| Charter Trust Co | 7,157 | $121.9 萬 | 0.11% | −2,809−28.2% | 減碼 |
| Kingsview Wealth Management, LLC | 7,150 | $121.9 萬 | 0.05% | −134−1.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 7,131 | $121.5 萬 | 0.02% | −833−10.5% | 減碼 |
| Profund Advisors LLC | 7,084 | $120.7 萬 | 0.05% | −769−9.8% | 減碼 |
| Signaturefd, LLC | 7,069 | $120.5 萬 | 0.04% | +427+6.4% | 加碼 |
| Peapack Gladstone Financial Corp | 6,979 | $118.9 萬 | 0.02% | −1,003−12.6% | 減碼 |
| Summit Financial, LLC | 6,879 | $117.2 萬 | 0.09% | +1,135+19.8% | 加碼 |
| Ci Investments Inc. | 6,861 | $116.9 萬 | 0.00% | −2,493−26.7% | 減碼 |
| Essex Investment Management Co LLC | 6,828 | $116.4 萬 | 0.15% | −602−8.1% | 減碼 |
| TD Private Client Wealth LLC | 6,784 | $116.0 萬 | 0.05% | +845+14.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,790 | $115.7 萬 | 0.04% | −176−2.5% | 減碼 |
| Bowen Hanes & Co Inc | 6,784 | $115.6 萬 | 0.03% | −225−3.2% | 減碼 |
| Elmwood Wealth Management, Inc. | 6,688 | $114.0 萬 | 0.59% | +260+4.0% | 加碼 |
| Quadrant Capital Group LLC | 6,679 | $113.8 萬 | 0.14% | +226+3.5% | 加碼 |
| Advisory Services Network, LLC | 6,660 | $113.5 萬 | 0.03% | −4,338−39.4% | 減碼 |
| Teza Capital Management LLC | 6,658 | $113.5 萬 | 0.43% | +6,658 | 新進 |
| Clearstead Advisors, LLC | 6,646 | $113.3 萬 | 0.08% | +264+4.1% | 加碼 |
| Symmetry Partners, LLC | 6,648 | $113.3 萬 | 0.07% | +1,293+24.1% | 加碼 |
| Smithfield Trust Co | 6,643 | $113.2 萬 | 0.07% | +43+0.7% | 加碼 |
| US Asset Management LLC | 6,624 | $112.9 萬 | 1.04% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 6,624 | $112.9 萬 | 0.05% | +411+6.6% | 加碼 |
| Raymond James Trust N.A. | 6,603 | $112.5 萬 | 0.03% | +186+2.9% | 加碼 |
| Deseret Mutual Benefit Administrators | 6,570 | $112.0 萬 | 0.22% | −832−11.2% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 6,509 | $110.9 萬 | 0.12% | +249+4.0% | 加碼 |
| Citizens & Northern Corp | 6,492 | $110.6 萬 | 0.41% | −278−4.1% | 減碼 |
| Capital Investment Advisors, LLC | 6,484 | $110.5 萬 | 0.03% | +1,486+29.7% | 加碼 |
| Vident Investment Advisory, LLC | 6,457 | $110.2 萬 | 0.03% | −6,608−50.6% | 減碼 |
| Arcus Capital Partners, LLC | 6,396 | $109.0 萬 | 0.39% | +10.0% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 6,361 | $108.4 萬 | 0.02% | −39,557−86.1% | 減碼 |
| Sofos Investments, Inc. | 2,550 | $107.3 萬 | 0.09% | −582−18.6% | 減碼 |
| Lido Advisors, LLC | 6,276 | $106.9 萬 | 0.02% | −7,605−54.8% | 減碼 |
| Boyd Watterson Asset Management LLC | 6,241 | $106.4 萬 | 0.39% | +150+2.5% | 加碼 |
| Gries Financial LLC | 6,210 | $105.8 萬 | 0.39% | +21+0.3% | 加碼 |
| SkyView Investment Advisors, LLC | 6,328 | $105.6 萬 | 0.25% | −10,381−62.1% | 減碼 |
| West Paces Advisors Inc. | 6,180 | $105.3 萬 | 0.33% | +155+2.6% | 加碼 |
| Allred Capital Management, LLC | 6,076 | $103.5 萬 | 0.55% | −222−3.5% | 減碼 |
| Brighton Jones LLC | 6,061 | $103.3 萬 | 0.05% | +110+1.8% | 加碼 |
| Resources Investment Advisors, LLC. | 6,038 | $102.9 萬 | 0.04% | +3,304+120.8% | 加碼 |
| Pegasus Partners Ltd. | 5,995 | $102.2 萬 | 0.18% | +162+2.8% | 加碼 |