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 |
|---|---|---|---|---|---|
| Waypoint Capital Advisors, LLC | 3,914 | $58.4 萬 | 0.25% | −10.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 3,874 | $57.8 萬 | 0.06% | +177+4.8% | 加碼 |
| Advisors Preferred, LLC | 3,710 | $57.5 萬 | 0.73% | −578−13.5% | 減碼 |
| Caldwell Trust Co | 3,844 | $57.4 萬 | 0.09% | +224+6.2% | 加碼 |
| Dakota Wealth Management | 3,837 | $57.3 萬 | 0.05% | +294+8.3% | 加碼 |
| Thrive Wealth Management, LLC | 3,818 | $57.0 萬 | 0.20% | +484+14.5% | 加碼 |
| Schechter Investment Advisors, LLC | 3,803 | $56.8 萬 | 0.06% | −596−13.5% | 減碼 |
| KB Financial Partners, LLC | 3,793 | $56.6 萬 | 0.20% | +487+14.7% | 加碼 |
| Hutchinson Capital Management | 3,786 | $56.5 萬 | 0.15% | +10.0% | 加碼 |
| American Portfolios Advisors | 3,778 | $56.4 萬 | 0.02% | −21−0.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,770 | $56.3 萬 | 0.07% | +190+5.3% | 加碼 |
| 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 |
| Stiles Financial Services Inc | 3,743 | $55.9 萬 | 0.34% | −197−5.0% | 減碼 |
| 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 |
| Archvest Wealth Advisors, Inc. | 3,659 | $54.6 萬 | 0.56% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,621 | $54.1 萬 | 0.01% | +682+23.2% | 加碼 |
| Personal Capital Advisors Corp | 3,595 | $53.7 萬 | 0.00% | −23−0.6% | 減碼 |
| 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 |
| Fox Run Management, L.L.C. | 3,558 | $53.1 萬 | 0.21% | +3,558 | 新進 |
| 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 |
| 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 |
| James Hambro & Partners | 3,490 | $52.1 萬 | 0.05% | −4,486−56.2% | 減碼 |
| Henshaw Capital LLC | 3,466 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| Savant Capital, LLC | 3,443 | $51.4 萬 | 0.02% | +22+0.6% | 加碼 |
| Gyroscope Capital Management Group, LLC | 3,411 | $50.9 萬 | 0.20% | −93−2.7% | 減碼 |
| Prelude Capital Management, LLC | 3,393 | $50.7 萬 | 0.03% | +3,393 | 新進 |
| Ellevest, Inc. | 3,392 | $50.6 萬 | 0.05% | −213−5.9% | 減碼 |
| Sentry Investment Management LLC | 3,377 | $50.4 萬 | 0.24% | 00.0% | 不變 |
| 44 Wealth Management LLC | 3,354 | $50.1 萬 | 0.21% | 00.0% | 不變 |
| Domani Wealth, LLC | 3,340 | $49.9 萬 | 0.15% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 3,328 | $49.7 萬 | 0.05% | +3,114+1,455.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,319 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 3,302 | $49.3 萬 | 0.01% | −1,443−30.4% | 減碼 |
| Moors & Cabot, Inc. | 3,268 | $48.8 萬 | 0.04% | +60+1.9% | 加碼 |
| Personal Cfo Solutions, LLC | 3,261 | $48.7 萬 | 0.12% | +22+0.7% | 加碼 |
| Abbrea Capital, LLC | 3,257 | $48.6 萬 | 0.09% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $48.5 萬 | 0.10% | 00.0% | 不變 |
| 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 |
| Contravisory Investment Management, Inc. | 3,229 | $48.2 萬 | 0.16% | −166−4.9% | 減碼 |
| Duncker Streett & Co Inc | 3,200 | $47.8 萬 | 0.12% | 00.0% | 不變 |
| 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 |
| Eads & Heald Wealth Management | 3,180 | $47.5 萬 | 0.27% | +90+2.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,163 | $47.2 萬 | 0.12% | +131+4.3% | 加碼 |
| National Asset Management, Inc. | 3,154 | $47.1 萬 | 0.01% | +786+33.2% | 加碼 |
| 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 |
| Summit Global Investments | 3,112 | $46.5 萬 | 0.04% | −8,923−74.1% | 減碼 |
| Waller Financial Planning Group, Inc | 3,102 | $46.3 萬 | 0.14% | +11+0.4% | 加碼 |
| Defined Wealth Management, LLC | 3,095 | $46.2 萬 | 0.50% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 3,077 | $45.9 萬 | 0.11% | 00.0% | 不變 |
| Ruffer LLP | 2,900 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| North Star Asset Management Inc | 3,026 | $45.2 萬 | 0.03% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 2,924 | $45.0 萬 | 0.12% | +63+2.2% | 加碼 |
| Montag A & Associates Inc | 3,002 | $44.8 萬 | 0.03% | −134−4.3% | 減碼 |
| Perigon Wealth Management, LLC | 3,000 | $44.8 萬 | 0.04% | +426+16.6% | 加碼 |
| Boulder Hill Capital Management LP | 3,000 | $44.8 萬 | 0.34% | +3,000 | 新進 |
| Strategic Blueprint, LLC | 2,993 | $44.7 萬 | 0.06% | −95−3.1% | 減碼 |
| BSW Wealth Partners | 2,981 | $44.5 萬 | 0.11% | +8+0.3% | 加碼 |
| Graypoint LLC | 2,969 | $44.3 萬 | 0.06% | +492+19.9% | 加碼 |
| NorthRock Partners, LLC | 2,967 | $44.3 萬 | 0.05% | +530+21.7% | 加碼 |
| Bryn Mawr Trust Co | 2,943 | $43.9 萬 | 0.02% | −300−9.3% | 減碼 |
| Wealthsource Partners, LLC | 2,938 | $43.9 萬 | 0.03% | +774+35.8% | 加碼 |
| Trust Co of Toledo NA | 2,934 | $43.8 萬 | 0.09% | −4,500−60.5% | 減碼 |
| X-Square Capital, LLC | 2,927 | $43.7 萬 | 0.28% | +23+0.8% | 加碼 |
| AdvisorNet Financial, Inc | 2,924 | $43.7 萬 | 0.04% | +1,067+57.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 2,911 | $43.5 萬 | 0.04% | −92−3.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,911 | $43.5 萬 | 0.01% | +148+5.4% | 加碼 |
| Forum Financial Management, LP | 2,899 | $43.3 萬 | 0.02% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 2,877 | $43.0 萬 | 0.01% | −522−15.4% | 減碼 |
| NBT Bank N A | 2,877 | $43.0 萬 | 0.07% | −56−1.9% | 減碼 |
| Csenge Advisory Group | 2,865 | $42.8 萬 | 0.04% | −1,570−35.4% | 減碼 |
| Strid Group, LLC | 2,864 | $42.8 萬 | 0.11% | 00.0% | 不變 |
| Dodge & Cox | 2,860 | $42.7 萬 | 0.00% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 2,859 | $42.7 萬 | 0.10% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 2,817 | $42.7 萬 | 0.08% | +107+3.9% | 加碼 |
| Geller Advisors LLC | 2,833 | $42.3 萬 | 0.09% | +466+19.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 2,819 | $42.1 萬 | 0.18% | +2,819 | 新進 |
| Stockman Wealth Management, Inc. | 2,791 | $41.7 萬 | 0.11% | +6+0.2% | 加碼 |
| Buckley Wealth Management, LLC | 2,787 | $41.6 萬 | 0.15% | −709−20.3% | 減碼 |
| Israel Discount Bank of New York | 2,783 | $41.5 萬 | 0.34% | −49−1.7% | 減碼 |
| C2C Wealth Management, LLC | 2,580 | $40.9 萬 | 0.08% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,727 | $40.7 萬 | 0.07% | +7+0.3% | 加碼 |
| Fulton Bank, N.A. | 2,719 | $40.6 萬 | 0.02% | +258+10.5% | 加碼 |
| IFP Advisors, Inc | 4,908 | $40.4 萬 | 0.01% | +592+13.7% | 加碼 |
| Sutton Wealth Advisors Inc. | 2,701 | $40.3 萬 | 0.16% | +39+1.5% | 加碼 |
| Tower Bridge Advisors | 2,700 | $40.3 萬 | 0.04% | 00.0% | 不變 |
| Quantinno Capital Management LP | 2,690 | $40.2 萬 | 0.05% | −368−12.0% | 減碼 |
| Boothbay Fund Management, LLC | 2,679 | $40.0 萬 | 0.01% | +2,679 | 新進 |
| ASB Consultores, LLC | 2,666 | $39.8 萬 | 0.19% | −410−13.3% | 減碼 |
| Zeke Capital Advisors, LLC | 2,648 | $39.6 萬 | 0.03% | +606+29.7% | 加碼 |
| Capital Advisors Inc | 2,600 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| Gladius Capital Management LP | 2,634 | $39.4 萬 | 0.07% | +350+15.3% | 加碼 |
| Waldron Private Wealth LLC | 2,644 | $39.4 萬 | 0.02% | +1,313+98.6% | 加碼 |