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。
2023 年第 1 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2023/3/31 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
- 1,228
- 較 2022 年第 4 季 +27 家
- 持有股數
- 4.34 億
- 較 2022 年第 4 季 −327.5 萬 (−0.7%)
- 總市值
- $721.3 億
- 較 2022 年第 4 季 −$1.76 億 (−0.2%)
- 新進機構
- 99
- 另有 459 家加碼
- 清倉機構
- 72
- 另有 455 家減碼
另有 22 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,643 | $27.4 萬 | 0.07% | +117+7.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 1,645 | $27.4 萬 | 0.06% | −34−2.0% | 減碼 |
| Alpha Financial Partners, LLC | 1,648 | $27.4 萬 | 0.31% | −100−5.7% | 減碼 |
| Norris Perne & French LLP | 1,650 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 1,657 | $27.6 萬 | 0.04% | +172+11.6% | 加碼 |
| MQS Management LLC | 1,663 | $27.7 萬 | 0.18% | +1,663 | 新進 |
| Great Valley Advisor Group, Inc. | 1,662 | $27.7 萬 | 0.01% | +1,662 | 新進 |
| Sterling Group Wealth Management, LLC | 1,666 | $27.7 萬 | 0.26% | 00.0% | 不變 |
| Avestar Capital, LLC | 1,686 | $28.1 萬 | 0.06% | +289+20.7% | 加碼 |
| Crescent Grove Advisors, LLC | 1,699 | $28.3 萬 | 0.03% | +453+36.4% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| RKL Wealth Management LLC | 1,713 | $28.5 萬 | 0.04% | −10−0.6% | 減碼 |
| Optas, LLC | 1,722 | $28.7 萬 | 0.10% | +85+5.2% | 加碼 |
| Clarkston Capital Partners, LLC | 1,725 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,729 | $28.8 萬 | 0.07% | +201+13.2% | 加碼 |
| RDA Financial Network | 1,730 | $28.8 萬 | 0.13% | −7−0.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,731 | $28.8 萬 | 0.04% | +2+0.1% | 加碼 |
| Stevens Capital Management LP | 1,753 | $29.2 萬 | 0.07% | +1,753 | 新進 |
| Cassady Schiller Wealth Management, LLC | 1,765 | $29.5 萬 | 0.14% | 00.0% | 不變 |
| Twinbeech Capital LP | 1,774 | $29.5 萬 | 0.01% | −76,989−97.7% | 減碼 |
| Nwam LLC | 1,777 | $29.6 萬 | 0.03% | +48+2.8% | 加碼 |
| New Hampshire Trust | 1,778 | $29.6 萬 | 0.08% | −25−1.4% | 減碼 |
| Cambridge Trust Co | 1,793 | $29.9 萬 | 0.01% | −68−3.7% | 減碼 |
| Trust Co of Virginia | 1,794 | $29.9 萬 | 0.03% | +346+23.9% | 加碼 |
| Parsons Capital Management Inc | 1,808 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 1,813 | $30.2 萬 | 0.18% | +79+4.6% | 加碼 |
| Kinloch Capital, LLC | 1,825 | $30.4 萬 | 0.18% | −52−2.8% | 減碼 |
| TFB Advisors LLC | 1,829 | $30.5 萬 | 0.23% | +17+0.9% | 加碼 |
| Tradewinds, LLC. | 1,841 | $30.7 萬 | 0.19% | +1,841 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 1,842 | $30.7 萬 | 0.19% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 1,847 | $30.8 萬 | 0.08% | −361−16.3% | 減碼 |
| Abner Herrman & Brock LLC | 1,850 | $30.8 萬 | 0.05% | −13−0.7% | 減碼 |
| First Capital Advisors Group, LLC. | 1,853 | $30.9 萬 | 0.20% | −34−1.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,858 | $31.0 萬 | 0.08% | +1+0.1% | 加碼 |
| Covenant Partners, LLC | 1,860 | $31.0 萬 | 0.12% | +511+37.9% | 加碼 |
| Acima Private Wealth, LLC | 1,881 | $31.3 萬 | 0.15% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 1,900 | $31.6 萬 | 0.12% | 00.0% | 不變 |
| PDS Planning, Inc | 1,913 | $31.9 萬 | 0.04% | +528+38.1% | 加碼 |
| CKW Financial Group | 1,916 | $31.9 萬 | 0.05% | +3+0.2% | 加碼 |
| Willow Creek Wealth Management Inc. | 1,932 | $32.2 萬 | 0.05% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,934 | $32.2 萬 | 0.03% | −531−21.5% | 減碼 |
| Journey Advisory Group, LLC | 1,935 | $32.2 萬 | 0.05% | +120+6.6% | 加碼 |
| Blueprint Investment Partners LLC | 1,945 | $32.4 萬 | 0.07% | −2,234−53.5% | 減碼 |
| Granite FO LLC | 1,800 | $32.4 萬 | 0.20% | +1,800 | 新進 |
| Kanawha Capital Management LLC | 1,957 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 1,959 | $32.6 萬 | 0.01% | +655+50.2% | 加碼 |
| Wallace Capital Management Inc. | 1,960 | $32.6 萬 | 0.05% | 00.0% | 不變 |
| Brookstone Capital Management | 1,889 | $32.9 萬 | 0.01% | +13+0.7% | 加碼 |
| Alera Investment Advisors, LLC | 1,980 | $33.0 萬 | 0.08% | −64−3.1% | 減碼 |
| Roble, Belko & Company, Inc | 1,987 | $33.1 萬 | 0.07% | −1,090−35.4% | 減碼 |
| Cedar Brook Financial Partners, LLC | 1,988 | $33.1 萬 | 0.09% | +103+5.5% | 加碼 |
| Integrated Wealth Concepts LLC | 1,991 | $33.2 萬 | 0.01% | +157+8.6% | 加碼 |
| S&CO Inc | 2,000 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| Chilton Investment Co LLC | 2,008 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 2,031 | $33.8 萬 | 0.02% | −1,436−41.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,035 | $33.9 萬 | 0.01% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 2,037 | $33.9 萬 | 0.05% | +98+5.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,055 | $34.2 萬 | 0.01% | −792−27.8% | 減碼 |
| Transamerica Financial Advisors, Inc. | 2,055 | $34.3 萬 | 0.05% | +173+9.2% | 加碼 |
| EagleClaw Capital Managment, LLC | 2,063 | $34.4 萬 | 0.08% | −500−19.5% | 減碼 |
| Virtue Capital Management, LLC | 1,952 | $34.4 萬 | 0.06% | +501+34.5% | 加碼 |
| Sender Co & Partners, Inc. | 2,067 | $34.4 萬 | 1.25% | +2,067 | 新進 |
| Gilbert & Cook, Inc. | 2,068 | $34.4 萬 | 0.06% | −112−5.1% | 減碼 |
| Main Street Financial Solutions, LLC | 2,064 | $34.5 萬 | 0.05% | +98+5.0% | 加碼 |
| CWA Asset Management Group, LLC | 2,094 | $34.9 萬 | 0.03% | +2,094 | 新進 |
| Carolinas Wealth Consulting LLC | 2,096 | $34.9 萬 | 0.07% | −25−1.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,101 | $35.0 萬 | 0.03% | −390−15.7% | 減碼 |
| Congress Wealth Management LLC | 2,125 | $35.4 萬 | 0.01% | +171+8.8% | 加碼 |
| Wedbush Securities Inc | 2,128 | $35.4 萬 | 0.02% | +282+15.3% | 加碼 |
| World Equity Group, Inc. | 34,788 | $35.6 萬 | 0.06% | +34,788 | 新進 |
| Mairs & Power Inc | 2,140 | $35.6 萬 | 0.00% | +656+44.2% | 加碼 |
| Asset Management Resources, LLC | 2,141 | $35.7 萬 | 0.23% | +165+8.4% | 加碼 |
| Bank of Nova Scotia Trust Co | 2,151 | $35.8 萬 | 0.04% | −97−4.3% | 減碼 |
| Inscription Capital, LLC | 2,155 | $35.9 萬 | 0.09% | 00.0% | 不變 |
| Smith & Howard Wealth Management, LLC | 2,190 | $36.5 萬 | 0.13% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,193 | $36.5 萬 | 0.02% | +213+10.8% | 加碼 |
| Hamilton Capital Partners Inc. | 2,200 | $36.6 萬 | 0.13% | −1,500−40.5% | 減碼 |
| SRB Corp | 2,200 | $36.6 萬 | 0.02% | −533−19.5% | 減碼 |
| Hall Laurie J Trustee | 2,210 | $36.8 萬 | 0.16% | −180−7.5% | 減碼 |
| Allstate Corp | 2,230 | $37.1 萬 | 0.03% | −15,703−87.6% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,244 | $37.4 萬 | 0.04% | −80−3.4% | 減碼 |
| Financial Advocates Investment Management | 2,247 | $37.4 萬 | 0.03% | +353+18.6% | 加碼 |
| Kathmere Capital Management, LLC | 2,251 | $37.5 萬 | 0.06% | −1,118−33.2% | 減碼 |
| BerganKDV Wealth Management, LLC | 2,258 | $37.6 萬 | 0.04% | +51+2.3% | 加碼 |
| Talisman Wealth Advisors LLC | 2,291 | $38.1 萬 | 0.69% | +481+26.6% | 加碼 |
| Bank of New Hampshire | 2,294 | $38.2 萬 | 0.11% | −587−20.4% | 減碼 |
| Aaron Wealth Advisors | 2,298 | $38.3 萬 | 0.05% | +465+25.4% | 加碼 |
| Drake & Associates, LLC | 2,308 | $38.4 萬 | 0.19% | +79+3.5% | 加碼 |
| Fisher Asset Management, LLC | 2,318 | $38.6 萬 | 0.00% | +2,318 | 新進 |
| InterOcean Capital Group, LLC | 2,320 | $38.6 萬 | 0.01% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 2,353 | $39.2 萬 | 0.02% | −228−8.8% | 減碼 |
| Powell Investment Advisors, LLC | 2,359 | $39.3 萬 | 0.22% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 2,368 | $39.4 萬 | 0.04% | +190+8.7% | 加碼 |
| Tobam | 2,380 | $39.6 萬 | 0.03% | −205−7.9% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,375 | $39.6 萬 | 0.03% | −100−4.0% | 減碼 |
| Sage Mountain Advisors LLC | 2,412 | $40.2 萬 | 0.06% | +980+68.4% | 加碼 |
| Meritas Wealth Management, LLC | 2,421 | $40.3 萬 | 0.32% | −6−0.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 2,431 | $40.5 萬 | 0.15% | +11+0.5% | 加碼 |
| Aberdeen Wealth Management LLC | 2,436 | $40.6 萬 | 0.30% | 00.0% | 不變 |
| AMG National Trust Bank | 2,442 | $40.7 萬 | 0.01% | −16−0.7% | 減碼 |