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 3 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2022/9/30 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
- 1,159
- 較 2022 年第 2 季 +25 家
- 持有股數
- 4.38 億
- 較 2022 年第 2 季 −310.4 萬 (−0.7%)
- 總市值
- $654.7 億
- 較 2022 年第 2 季 −$31.2 億 (−4.6%)
- 新進機構
- 100
- 另有 452 家加碼
- 清倉機構
- 75
- 另有 396 家減碼
另有 16 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ruffer LLP | 2,900 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 3,077 | $45.9 萬 | 0.11% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 3,095 | $46.2 萬 | 0.50% | 00.0% | 不變 |
| Waller Financial Planning Group, Inc | 3,102 | $46.3 萬 | 0.14% | +11+0.4% | 加碼 |
| Summit Global Investments | 3,112 | $46.5 萬 | 0.04% | −8,923−74.1% | 減碼 |
| Bill Few Associates, Inc. | 3,150 | $47.0 萬 | 0.32% | −60−1.9% | 減碼 |
| Leavell Investment Management, Inc. | 3,150 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| National Asset Management, Inc. | 3,154 | $47.1 萬 | 0.01% | +786+33.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,163 | $47.2 萬 | 0.12% | +131+4.3% | 加碼 |
| Eads & Heald Wealth Management | 3,180 | $47.5 萬 | 0.27% | +90+2.9% | 加碼 |
| REDW Wealth LLC | 3,190 | $47.6 萬 | 0.18% | 00.0% | 不變 |
| Bank of New Hampshire | 3,191 | $47.6 萬 | 0.15% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 3,200 | $47.8 萬 | 0.12% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 3,229 | $48.2 萬 | 0.16% | −166−4.9% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Opus Capital Group, LLC | 3,239 | $48.4 萬 | 0.10% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $48.5 萬 | 0.10% | 00.0% | 不變 |
| Abbrea Capital, LLC | 3,257 | $48.6 萬 | 0.09% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 3,261 | $48.7 萬 | 0.12% | +22+0.7% | 加碼 |
| Moors & Cabot, Inc. | 3,268 | $48.8 萬 | 0.04% | +60+1.9% | 加碼 |
| Gateway Investment Advisers LLC | 3,302 | $49.3 萬 | 0.01% | −1,443−30.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,319 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 3,328 | $49.7 萬 | 0.05% | +3,114+1,455.1% | 加碼 |
| Domani Wealth, LLC | 3,340 | $49.9 萬 | 0.15% | 00.0% | 不變 |
| 44 Wealth Management LLC | 3,354 | $50.1 萬 | 0.21% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,377 | $50.4 萬 | 0.24% | 00.0% | 不變 |
| Ellevest, Inc. | 3,392 | $50.6 萬 | 0.05% | −213−5.9% | 減碼 |
| Prelude Capital Management, LLC | 3,393 | $50.7 萬 | 0.03% | +3,393 | 新進 |
| Gyroscope Capital Management Group, LLC | 3,411 | $50.9 萬 | 0.20% | −93−2.7% | 減碼 |
| Savant Capital, LLC | 3,443 | $51.4 萬 | 0.02% | +22+0.6% | 加碼 |
| Henshaw Capital LLC | 3,466 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| James Hambro & Partners | 3,490 | $52.1 萬 | 0.05% | −4,486−56.2% | 減碼 |
| Noesis Capital Mangement Corp | 3,500 | $52.3 萬 | 0.16% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $52.3 萬 | 0.28% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 3,529 | $52.7 萬 | 0.01% | +27+0.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,533 | $52.7 萬 | 0.01% | +293+9.0% | 加碼 |
| Fox Run Management, L.L.C. | 3,558 | $53.1 萬 | 0.21% | +3,558 | 新進 |
| Ausdal Financial Partners, Inc. | 3,586 | $53.5 萬 | 0.08% | +26+0.7% | 加碼 |
| Ballentine Partners, LLC | 3,583 | $53.5 萬 | 0.02% | +790+28.3% | 加碼 |
| Personal Capital Advisors Corp | 3,595 | $53.7 萬 | 0.00% | −23−0.6% | 減碼 |
| Avantax Advisory Services, Inc. | 3,621 | $54.1 萬 | 0.01% | +682+23.2% | 加碼 |
| Archvest Wealth Advisors, Inc. | 3,659 | $54.6 萬 | 0.56% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 3,682 | $55.0 萬 | 0.02% | +4+0.1% | 加碼 |
| Gofen & Glossberg LLC | 3,683 | $55.0 萬 | 0.02% | +55+1.5% | 加碼 |
| Stiles Financial Services Inc | 3,743 | $55.9 萬 | 0.34% | −197−5.0% | 減碼 |
| Machina Capital S.A.S. | 3,751 | $56.0 萬 | 1.19% | −58−1.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 3,749 | $56.0 萬 | 0.04% | −6−0.2% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,770 | $56.3 萬 | 0.07% | +190+5.3% | 加碼 |
| American Portfolios Advisors | 3,778 | $56.4 萬 | 0.02% | −21−0.6% | 減碼 |
| Hutchinson Capital Management | 3,786 | $56.5 萬 | 0.15% | +10.0% | 加碼 |
| KB Financial Partners, LLC | 3,793 | $56.6 萬 | 0.20% | +487+14.7% | 加碼 |
| Schechter Investment Advisors, LLC | 3,803 | $56.8 萬 | 0.06% | −596−13.5% | 減碼 |
| Thrive Wealth Management, LLC | 3,818 | $57.0 萬 | 0.20% | +484+14.5% | 加碼 |
| Dakota Wealth Management | 3,837 | $57.3 萬 | 0.05% | +294+8.3% | 加碼 |
| Caldwell Trust Co | 3,844 | $57.4 萬 | 0.09% | +224+6.2% | 加碼 |
| Advisors Preferred, LLC | 3,710 | $57.5 萬 | 0.73% | −578−13.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 3,874 | $57.8 萬 | 0.06% | +177+4.8% | 加碼 |
| Waypoint Capital Advisors, LLC | 3,914 | $58.4 萬 | 0.25% | −10.0% | 減碼 |
| McAdam, LLC | 3,939 | $58.8 萬 | 0.06% | +23+0.6% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,940 | $58.8 萬 | 0.17% | +49+1.3% | 加碼 |
| Hilltop Holdings Inc. | 3,947 | $59.0 萬 | 0.08% | −5−0.1% | 減碼 |
| Alpha DNA Investment Management LLC | 3,956 | $59.0 萬 | 0.51% | +3,956 | 新進 |
| Maven Securities LTD | 4,000 | $59.7 萬 | 0.03% | +4,000 | 新進 |
| Arden Trust Co | 4,018 | $60.0 萬 | 0.15% | −137−3.3% | 減碼 |
| We Are One Seven, LLC | 4,023 | $60.0 萬 | 0.06% | +346+9.4% | 加碼 |
| Atlantic Union Bankshares Corp | 4,028 | $60.1 萬 | 0.07% | −53−1.3% | 減碼 |
| Kenfarb & Co. | 4,035 | $60.2 萬 | 0.57% | 00.0% | 不變 |
| Financial Counselors Inc | 4,037 | $60.3 萬 | 0.01% | −16−0.4% | 減碼 |
| D.A. Davidson & Co. | 4,043 | $60.4 萬 | 0.01% | +93+2.4% | 加碼 |
| VeraBank, N.A. | 4,101 | $61.2 萬 | 0.39% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 4,133 | $61.7 萬 | 0.04% | +4,133 | 新進 |
| Nicolet Bankshares Inc | 4,180 | $62.4 萬 | 0.18% | +122+3.0% | 加碼 |
| AIA Group Ltd | 4,196 | $62.6 萬 | 0.04% | −2,586−38.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 4,224 | $63.1 萬 | 0.01% | −51−1.2% | 減碼 |
| Desjardins Global Asset Management Inc. | 4,235 | $63.2 萬 | 0.08% | +38+0.9% | 加碼 |
| First Manhattan Co | 4,253 | $63.5 萬 | 0.00% | +75+1.8% | 加碼 |
| Global Retirement Partners, LLC | 3,938 | $63.6 萬 | 0.05% | +65+1.7% | 加碼 |
| Virtus ETF Advisers LLC | 4,298 | $64.2 萬 | 0.26% | +85+2.0% | 加碼 |
| Two Sigma Advisers, LP | 4,300 | $64.2 萬 | 0.00% | +4,300 | 新進 |
| West Family Investments, Inc. | 4,331 | $64.7 萬 | 0.28% | −167−3.7% | 減碼 |
| Strategy Asset Managers LLC | 4,336 | $64.7 萬 | 0.18% | +4,336 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,401 | $65.7 萬 | 0.04% | −1,061−19.4% | 減碼 |
| Banque Pictet & Cie SA | 4,402 | $65.7 萬 | 0.01% | +4,402 | 新進 |
| Amplius Wealth Advisors, LLC | 4,416 | $65.9 萬 | 0.12% | −22−0.5% | 減碼 |
| Wedmont Private Capital | 4,447 | $66.4 萬 | 0.13% | +570+14.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,497 | $67.1 萬 | 0.11% | +1,069+31.2% | 加碼 |
| HB Wealth Management, LLC | 4,541 | $67.8 萬 | 0.01% | +838+22.6% | 加碼 |
| Seeyond | 4,603 | $68.7 萬 | 0.08% | −2,436−34.6% | 減碼 |
| XTX Topco Ltd | 4,631 | $69.1 萬 | 0.17% | +4,631 | 新進 |
| Donaldson Capital Management, LLC | 4,671 | $69.7 萬 | 0.04% | +34+0.7% | 加碼 |
| Proequities, Inc. | 4,666 | $69.7 萬 | 0.07% | +209+4.7% | 加碼 |
| Stokes Family Office, LLC | 4,671 | $69.7 萬 | 0.10% | +356+8.3% | 加碼 |
| Conning Inc. | 4,709 | $70.3 萬 | 0.02% | −375−7.4% | 減碼 |
| King Luther Capital Management Corp | 4,719 | $70.4 萬 | 0.00% | +433+10.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,738 | $70.7 萬 | 0.13% | −16−0.3% | 減碼 |
| Oppenheimer & Co Inc | 4,763 | $71.1 萬 | 0.02% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 4,678 | $71.2 萬 | 0.15% | −110−2.3% | 減碼 |
| Fund Management at Engine No. 1 LLC | 4,798 | $71.6 萬 | 0.21% | −270−5.3% | 減碼 |
| DF Dent & Co Inc | 4,856 | $72.5 萬 | 0.01% | +1,438+42.1% | 加碼 |
| Ossiam | 5,030 | $75.1 萬 | 0.02% | −74,943−93.7% | 減碼 |