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 |
|---|---|---|---|---|---|
| Inverness Counsel LLC | 5,951 | $101.4 萬 | 0.05% | +5,951 | 新進 |
| Venturi Wealth Management, LLC | 5,931 | $101.1 萬 | 0.08% | +129+2.2% | 加碼 |
| Boltwood Capital Management | 5,925 | $101.0 萬 | 0.39% | −272−4.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 5,924 | $101.0 萬 | 0.20% | +261+4.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,914 | $100.8 萬 | 0.03% | 00.0% | 不變 |
| Shelton Capital Management | 5,915 | $100.8 萬 | 0.04% | 00.0% | 不變 |
| Balentine LLC | 5,904 | $100.6 萬 | 0.03% | +3,717+170.0% | 加碼 |
| Missouri Trust & Investment Co | 5,850 | $99.7 萬 | 0.58% | +1,775+43.6% | 加碼 |
| Wealth Alliance | 5,818 | $99.1 萬 | 0.20% | +346+6.3% | 加碼 |
| Hantz Financial Services, Inc. | 5,785 | $98.6 萬 | 0.03% | +901+18.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,782 | $98.6 萬 | 0.25% | +2,847+97.0% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,778 | $98.4 萬 | 0.34% | −166−2.8% | 減碼 |
| Wolverine Trading, LLC | 5,717 | $98.2 萬 | 0.03% | −8,832−60.7% | 減碼 |
| Desjardins Global Asset Management Inc. | 5,651 | $96.3 萬 | 0.08% | −29−0.5% | 減碼 |
| Ashfield Capital Partners, LLC | 5,622 | $95.8 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 5,589 | $95.2 萬 | 0.03% | −710−11.3% | 減碼 |
| Park Avenue Securities LLC | 5,571 | $94.9 萬 | 0.02% | +1,573+39.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,505 | $93.8 萬 | 0.03% | −172−3.0% | 減碼 |
| Heartland Bank & Trust Co | 5,487 | $93.5 萬 | 0.71% | −171−3.0% | 減碼 |
| Clarius Group, LLC | 5,361 | $93.2 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 5,374 | $91.6 萬 | 0.02% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 5,375 | $91.6 萬 | 0.07% | +511+10.5% | 加碼 |
| AlphaCrest Capital Management LLC | 5,360 | $91.3 萬 | 0.05% | −7,324−57.7% | 減碼 |
| Checchi Capital Advisers, LLC | 5,358 | $91.3 萬 | 0.09% | +324+6.4% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,307 | $90.4 萬 | 0.49% | +1,312+32.8% | 加碼 |
| Murphy Pohlad Asset Management LLC | 5,285 | $90.0 萬 | 0.36% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 5,232 | $89.2 萬 | 0.01% | +97+1.9% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,211 | $88.8 萬 | 0.06% | 00.0% | 不變 |
| Regents of the University of California | 5,200 | $88.6 萬 | 0.13% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,163 | $88.0 萬 | 0.01% | +294+6.0% | 加碼 |
| Conning Inc. | 5,114 | $87.2 萬 | 0.02% | −73−1.4% | 減碼 |
| Trust Asset Management LLC | 5,080 | $86.6 萬 | 0.11% | +164+3.3% | 加碼 |
| Norway Savings Bank | 5,006 | $85.3 萬 | 0.39% | +135+2.8% | 加碼 |
| JGP Wealth Management, LLC | 4,843 | $83.6 萬 | 0.15% | −553−10.2% | 減碼 |
| Red Cedar Investment Management, LLC | 4,903 | $83.6 萬 | 0.12% | +2,422+97.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 4,900 | $83.5 萬 | 0.00% | 00.0% | 不變 |
| SFMG, LLC | 4,890 | $83.3 萬 | 0.08% | +64+1.3% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 4,875 | $83.1 萬 | 0.29% | −1,072−18.0% | 減碼 |
| Personal Wealth Partners | 4,872 | $83.0 萬 | 0.36% | 00.0% | 不變 |
| West Family Investments, Inc. | 4,835 | $82.4 萬 | 0.23% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 4,816 | $82.1 萬 | 0.05% | −212−4.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 4,812 | $82.0 萬 | 0.01% | +90+1.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 4,800 | $81.8 萬 | 0.20% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 4,788 | $81.6 萬 | 0.01% | +17+0.4% | 加碼 |
| Bryn Mawr Trust Co | 4,665 | $79.5 萬 | 0.03% | +24+0.5% | 加碼 |
| Amplius Wealth Advisors, LLC | 4,662 | $79.4 萬 | 0.12% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,582 | $78.7 萬 | 0.03% | −184−3.9% | 減碼 |
| Dowling & Yahnke LLC | 4,611 | $78.6 萬 | 0.03% | +476+11.5% | 加碼 |
| Eudaimonia Partners, LLC | 4,608 | $78.5 萬 | 0.13% | +4,608 | 新進 |
| Proequities, Inc. | 4,585 | $78.1 萬 | 0.06% | −70−1.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,580 | $78.1 萬 | 0.14% | +988+27.5% | 加碼 |
| Donaldson Capital Management, LLC | 4,571 | $77.9 萬 | 0.04% | −3,537−43.6% | 減碼 |
| Hilltop Holdings Inc. | 4,552 | $77.6 萬 | 0.09% | −201−4.2% | 減碼 |
| Triumph Capital Management | 4,547 | $77.5 萬 | 0.34% | +4,547 | 新進 |
| Fosun International Ltd | 4,507 | $77.4 萬 | 0.07% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 4,528 | $77.2 萬 | 0.07% | +410+10.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 4,511 | $76.9 萬 | 0.29% | +4,511 | 新進 |
| Gateway Investment Advisers LLC | 4,508 | $76.8 萬 | 0.01% | −21−0.5% | 減碼 |
| Kalos Management, Inc. | 4,500 | $76.6 萬 | 0.52% | −292−6.1% | 減碼 |
| HB Wealth Management, LLC | 4,384 | $74.7 萬 | 0.01% | +982+28.9% | 加碼 |
| Blueprint Investment Partners LLC | 4,359 | $74.3 萬 | 0.19% | +11+0.3% | 加碼 |
| Csenge Advisory Group | 4,318 | $73.6 萬 | 0.06% | +51+1.2% | 加碼 |
| Mirova | 4,283 | $72.9 萬 | 0.10% | −142−3.2% | 減碼 |
| Fund Management at Engine No. 1 LLC | 4,275 | $72.9 萬 | 0.18% | +4,275 | 新進 |
| Gladstone Institutional Advisory LLC | 4,259 | $72.6 萬 | 0.05% | −2,567−37.6% | 減碼 |
| Arden Trust Co | 4,249 | $72.4 萬 | 0.14% | −350−7.6% | 減碼 |
| Cetera Investment Advisers | 4,188 | $71.4 萬 | 0.01% | +1,277+43.9% | 加碼 |
| First Manhattan Co | 4,176 | $71.1 萬 | 0.00% | +3+0.1% | 加碼 |
| King Luther Capital Management Corp | 4,143 | $70.6 萬 | 0.00% | −5−0.1% | 減碼 |
| VeraBank, N.A. | 4,102 | $69.9 萬 | 0.36% | −218−5.0% | 減碼 |
| Atlantic Union Bankshares Corp | 4,081 | $69.5 萬 | 0.06% | −45−1.1% | 減碼 |
| ASB Consultores, LLC | 4,065 | $69.3 萬 | 0.29% | +301+8.0% | 加碼 |
| Sentry Investment Management LLC | 4,035 | $68.8 萬 | 0.22% | −679−14.4% | 減碼 |
| Kenfarb & Co. | 4,035 | $68.8 萬 | 0.54% | +1,300+47.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 4,030 | $68.7 萬 | 0.05% | 00.0% | 不變 |
| Robotti Robert | 4,000 | $68.2 萬 | 0.14% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 3,995 | $68.1 萬 | 0.13% | +1,720+75.6% | 加碼 |
| Stiles Financial Services Inc | 3,930 | $67.0 萬 | 0.34% | −26−0.7% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,916 | $66.8 萬 | 0.39% | +20+0.5% | 加碼 |
| Bridgewater Advisors Inc. | 3,919 | $66.8 萬 | 0.16% | +212+5.7% | 加碼 |
| Stokes Family Office, LLC | 3,908 | $66.6 萬 | 0.09% | −463−10.6% | 減碼 |
| Element Capital Management LLC | 3,894 | $66.4 萬 | 0.33% | +3,894 | 新進 |
| Matthew Goff Investment Advisor, LLC | 3,891 | $66.3 萬 | 0.16% | 00.0% | 不變 |
| Hutchinson Capital Management | 3,782 | $64.5 萬 | 0.15% | +6+0.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 3,771 | $64.3 萬 | 0.04% | +221+6.2% | 加碼 |
| D.A. Davidson & Co. | 3,741 | $63.8 萬 | 0.01% | +79+2.2% | 加碼 |
| American Portfolios Advisors | 3,705 | $63.1 萬 | 0.02% | −18−0.5% | 減碼 |
| Archvest Wealth Advisors, Inc. | 3,701 | $63.1 萬 | 0.57% | 00.0% | 不變 |
| Caldwell Trust Co | 3,636 | $62.0 萬 | 0.07% | 00.0% | 不變 |
| Gofen & Glossberg LLC | 3,628 | $61.8 萬 | 0.01% | 00.0% | 不變 |
| Prospector Partners LLC | 3,600 | $61.4 萬 | 0.08% | +500+16.1% | 加碼 |
| Neo Ivy Capital Management | 3,582 | $61.0 萬 | 0.55% | +3,582 | 新進 |
| We Are One Seven, LLC | 3,569 | $60.8 萬 | 0.07% | −4,881−57.8% | 減碼 |
| Personal Capital Advisors Corp | 3,562 | $60.7 萬 | 0.00% | −309−8.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,560 | $60.7 萬 | 0.08% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,555 | $60.6 萬 | 0.16% | +1,047+41.7% | 加碼 |
| Wedmont Private Capital | 3,504 | $60.0 萬 | 0.13% | +580+19.8% | 加碼 |
| Verition Fund Management LLC | 3,514 | $59.9 萬 | 0.01% | −1,146−24.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 3,515 | $59.9 萬 | 0.05% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 3,500 | $59.6 萬 | 0.14% | 00.0% | 不變 |