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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 3,678 | $61.2 萬 | 0.18% | +5+0.1% | 加碼 |
| Bryn Mawr Trust Co | 3,682 | $61.3 萬 | 0.03% | +739+25.1% | 加碼 |
| Ellevest, Inc. | 3,705 | $61.7 萬 | 0.05% | −268−6.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $62.0 萬 | 0.01% | 00.0% | 不變 |
| Fulton Bank, N.A. | 3,733 | $62.2 萬 | 0.03% | +93+2.6% | 加碼 |
| Hutchinson Capital Management | 3,738 | $62.3 萬 | 0.16% | +3+0.1% | 加碼 |
| VeraBank, N.A. | 3,790 | $63.1 萬 | 0.29% | −323−7.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 3,791 | $63.1 萬 | 0.01% | −135−3.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,831 | $63.4 萬 | 0.01% | 00.0% | 不變 |
| ASB Consultores, LLC | 3,819 | $63.6 萬 | 0.26% | +1,120+41.5% | 加碼 |
| Waypoint Capital Advisors, LLC | 3,854 | $64.2 萬 | 0.21% | −19−0.5% | 減碼 |
| Kenfarb & Co. | 3,855 | $64.2 萬 | 0.57% | −180−4.5% | 減碼 |
| Fidelis Capital Partners, LLC | 3,586 | $64.3 萬 | 0.27% | +3,586 | 新進 |
| Amplius Wealth Advisors, LLC | 3,867 | $64.4 萬 | 0.09% | −544−12.3% | 減碼 |
| CTC Capital Management, LLC | 3,870 | $64.5 萬 | 1.35% | +3,870 | 新進 |
| Dakota Wealth Management | 3,939 | $65.6 萬 | 0.04% | +485+14.0% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,940 | $65.6 萬 | 0.16% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 3,987 | $66.4 萬 | 0.11% | +271+7.3% | 加碼 |
| Banque Pictet & Cie SA | 3,999 | $66.6 萬 | 0.01% | −149−3.6% | 減碼 |
| Western Wealth Management, LLC | 4,018 | $66.9 萬 | 0.06% | −64−1.6% | 減碼 |
| Stokes Family Office, LLC | 4,022 | $67.0 萬 | 0.08% | −954−19.2% | 減碼 |
| Atlantic Union Bankshares Corp | 4,028 | $67.1 萬 | 0.07% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 4,124 | $68.7 萬 | 0.22% | +4,124 | 新進 |
| McAdam, LLC | 4,137 | $68.9 萬 | 0.06% | +225+5.8% | 加碼 |
| Financial Counselors Inc | 4,195 | $69.9 萬 | 0.02% | −119−2.8% | 減碼 |
| Schechter Investment Advisors, LLC | 4,205 | $70.0 萬 | 0.06% | +318+8.2% | 加碼 |
| Conning Inc. | 4,208 | $70.1 萬 | 0.02% | −481−10.3% | 減碼 |
| AIA Group Ltd | 4,252 | $70.8 萬 | 0.04% | −675−13.7% | 減碼 |
| Gateway Investment Advisers LLC | 4,289 | $71.4 萬 | 0.01% | −163−3.7% | 減碼 |
| Exos TFP Holdings LLC | 4,294 | $71.5 萬 | 0.18% | +2,192+104.3% | 加碼 |
| Stephens Inc | 4,303 | $71.7 萬 | 0.01% | +620+16.8% | 加碼 |
| Banque Cantonale Vaudoise | 4,310 | $71.8 萬 | 0.04% | +96+2.3% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 4,326 | $72.0 萬 | 0.20% | +4,326 | 新進 |
| West Family Investments, Inc. | 4,331 | $72.1 萬 | 0.29% | 00.0% | 不變 |
| Merit Financial Group, LLC | 4,388 | $73.1 萬 | 0.03% | +1,222+38.6% | 加碼 |
| Quadrant Private Wealth Management, LLC | 4,435 | $73.9 萬 | 0.23% | −23−0.5% | 減碼 |
| Winton Group Ltd | 4,444 | $74.0 萬 | 0.05% | +4,444 | 新進 |
| Boston Financial Mangement LLC | 4,490 | $74.8 萬 | 0.03% | +6+0.1% | 加碼 |
| James Hambro & Partners | 4,510 | $75.1 萬 | 0.05% | −889−16.5% | 減碼 |
| Integrated Advisors Network LLC | 4,519 | $75.3 萬 | 0.05% | −141−3.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,520 | $75.3 萬 | 0.09% | −134−2.9% | 減碼 |
| Manchester Capital Management LLC | 4,581 | $76.3 萬 | 0.10% | 00.0% | 不變 |
| First Manhattan Co | 4,585 | $76.4 萬 | 0.00% | +229+5.3% | 加碼 |
| Symmetry Partners, LLC | 4,599 | $76.6 萬 | 0.04% | +94+2.1% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 4,602 | $76.6 萬 | 0.40% | −81−1.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,610 | $76.8 萬 | 0.10% | +78+1.7% | 加碼 |
| Sonnipe Ltd | 4,621 | $77.0 萬 | 0.12% | +481+11.6% | 加碼 |
| SRN Advisors, LLC | 4,683 | $77.2 萬 | 0.71% | −94−2.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,642 | $77.3 萬 | 0.07% | +815+21.3% | 加碼 |
| King Luther Capital Management Corp | 4,656 | $77.5 萬 | 0.00% | −8−0.2% | 減碼 |
| Wexford Capital LP | 4,661 | $77.6 萬 | 0.16% | +4,661 | 新進 |
| Cetera Advisors LLC | 4,677 | $77.9 萬 | 0.01% | −1,166−20.0% | 減碼 |
| JGP Wealth Management, LLC | 4,697 | $78.2 萬 | 0.14% | +24+0.5% | 加碼 |
| Oppenheimer & Co Inc | 4,717 | $78.6 萬 | 0.02% | −126−2.6% | 減碼 |
| Kingsview Wealth Management, LLC | 4,742 | $79.0 萬 | 0.03% | −628−11.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 4,744 | $79.0 萬 | 0.05% | −1,028−17.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 4,800 | $79.9 萬 | 0.19% | −20−0.4% | 減碼 |
| Sowell Financial Services LLC | 4,859 | $80.9 萬 | 0.06% | −9,979−67.3% | 減碼 |
| WBI Investments | 4,917 | $81.9 萬 | 0.16% | −10,174−67.4% | 減碼 |
| Valeo Financial Advisors, LLC | 4,936 | $82.2 萬 | 0.04% | +1,567+46.5% | 加碼 |
| Kinsale Capital Group, Inc. | 4,941 | $82.3 萬 | 0.60% | +4,941 | 新進 |
| Perigon Wealth Management, LLC | 4,948 | $82.4 萬 | 0.05% | +56+1.1% | 加碼 |
| Global Retirement Partners, LLC | 4,694 | $83.5 萬 | 0.04% | +860+22.4% | 加碼 |
| Murphy Pohlad Asset Management LLC | 5,050 | $84.1 萬 | 0.35% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 5,054 | $84.2 萬 | 0.85% | −16−0.3% | 減碼 |
| Virtus ETF Advisers LLC | 5,114 | $85.2 萬 | 0.47% | +131+2.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,115 | $85.2 萬 | 0.02% | −20−0.4% | 減碼 |
| Essex Investment Management Co LLC | 5,179 | $86.3 萬 | 0.13% | −1,220−19.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $86.5 萬 | 0.54% | 00.0% | 不變 |
| Regents of the University of California | 5,200 | $86.6 萬 | 0.16% | 00.0% | 不變 |
| Horizon Investments, LLC | 5,219 | $86.6 萬 | 0.03% | −1,256−19.4% | 減碼 |
| Charter Trust Co | 5,205 | $86.7 萬 | 0.07% | −566−9.8% | 減碼 |
| We Are One Seven, LLC | 5,227 | $87.1 萬 | 0.06% | +285+5.8% | 加碼 |
| Ballentine Partners, LLC | 5,293 | $88.2 萬 | 0.02% | +1,711+47.8% | 加碼 |
| Venturi Wealth Management, LLC | 5,354 | $89.2 萬 | 0.07% | −281−5.0% | 減碼 |
| CM Wealth Advisors LLC | 5,049 | $89.3 萬 | 0.17% | +5,049 | 新進 |
| Arrowstreet Capital, Limited Partnership | 5,393 | $89.8 萬 | 0.00% | +5,393 | 新進 |
| PFS Investments Inc. | 5,314 | $90.0 萬 | 0.02% | +1,413+36.2% | 加碼 |
| Norway Savings Bank | 5,437 | $90.6 萬 | 0.46% | −35−0.6% | 減碼 |
| Bridgefront Capital, LLC | 5,458 | $90.9 萬 | 0.55% | +5,458 | 新進 |
| Susquehanna Fundamental Investments, LLC | 5,464 | $91.0 萬 | 0.02% | −87,778−94.1% | 減碼 |
| Wedmont Private Capital | 5,445 | $91.6 萬 | 0.12% | +641+13.3% | 加碼 |
| Douglas Lane & Associates, LLC | 5,520 | $91.9 萬 | 0.02% | −533−8.8% | 減碼 |
| Dover Advisors, LLC | 5,530 | $92.1 萬 | 0.89% | 00.0% | 不變 |
| Aries Wealth Management | 5,536 | $92.2 萬 | 0.38% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 5,540 | $92.3 萬 | 0.03% | +181+3.4% | 加碼 |
| SFMG, LLC | 5,560 | $92.6 萬 | 0.10% | +15+0.3% | 加碼 |
| DoubleLine ETF Adviser LP | 5,599 | $93.3 萬 | 0.40% | −1,398−20.0% | 減碼 |
| Donaldson Capital Management, LLC | 5,631 | $93.8 萬 | 0.04% | +959+20.5% | 加碼 |
| Allred Capital Management, LLC | 5,640 | $93.9 萬 | 0.50% | −19−0.3% | 減碼 |
| Trust Asset Management LLC | 5,677 | $94.6 萬 | 0.11% | +11+0.2% | 加碼 |
| Boltwood Capital Management | 5,689 | $94.8 萬 | 0.35% | −21−0.4% | 減碼 |
| Clarius Group, LLC | 5,691 | $94.8 萬 | 0.08% | −399−6.6% | 減碼 |
| HB Wealth Management, LLC | 5,700 | $94.9 萬 | 0.02% | +25+0.4% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,711 | $95.1 萬 | 0.36% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 5,715 | $95.2 萬 | 0.11% | +280+5.2% | 加碼 |
| Parallel Advisors, LLC | 5,749 | $95.8 萬 | 0.03% | −60−1.0% | 減碼 |
| Beck Bode, LLC | 5,815 | $96.8 萬 | 0.24% | +1,113+23.7% | 加碼 |
| Missouri Trust & Investment Co | 5,833 | $97.1 萬 | 0.63% | −750−11.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 5,839 | $97.2 萬 | 0.02% | −75−1.3% | 減碼 |