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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 5,850 | $97.4 萬 | 0.23% | +66+1.1% | 加碼 |
| KCS Wealth Advisory | 5,872 | $97.8 萬 | 0.37% | −774−11.6% | 減碼 |
| West Paces Advisors Inc. | 5,935 | $98.8 萬 | 0.31% | +39+0.7% | 加碼 |
| Sweet Financial Partners, LLC | 5,937 | $98.9 萬 | 0.27% | +5,937 | 新進 |
| Fund Management at Engine No. 1 LLC | 6,003 | $100.0 萬 | 0.20% | +543+9.9% | 加碼 |
| Cigna Investments Inc | 6,018 | $100.3 萬 | 0.20% | −119−1.9% | 減碼 |
| Profund Advisors LLC | 6,034 | $100.5 萬 | 0.06% | +430+7.7% | 加碼 |
| US Asset Management LLC | 6,056 | $100.9 萬 | 1.03% | −12−0.2% | 減碼 |
| Wesbanco Bank Inc | 6,104 | $101.7 萬 | 0.04% | +4,596+304.8% | 加碼 |
| Quantinno Capital Management LP | 6,110 | $101.8 萬 | 0.07% | +2,472+67.9% | 加碼 |
| Checchi Capital Advisers, LLC | 6,127 | $102.0 萬 | 0.10% | −90−1.4% | 減碼 |
| Gries Financial LLC | 6,130 | $102.1 萬 | 0.30% | −80−1.3% | 減碼 |
| Desjardins Global Asset Management Inc. | 6,187 | $103.0 萬 | 0.13% | +1,972+46.8% | 加碼 |
| Meeder Advisory Services, Inc. | 6,227 | $103.7 萬 | 0.12% | +482+8.4% | 加碼 |
| Wilkins Investment Counsel Inc | 6,240 | $103.9 萬 | 0.27% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 6,239 | $103.9 萬 | 0.17% | +6,239 | 新進 |
| Ostrum Asset Management | 6,244 | $104.0 萬 | 0.09% | +6,244 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,306 | $105.0 萬 | 0.17% | +335+5.6% | 加碼 |
| Nilsine Partners, LLC | 6,334 | $105.5 萬 | 0.17% | +6,334 | 新進 |
| Ameritas Investment Partners, Inc. | 6,340 | $105.6 萬 | 0.04% | +10.0% | 加碼 |
| DF Dent & Co Inc | 6,381 | $106.3 萬 | 0.01% | +417+7.0% | 加碼 |
| Ritholtz Wealth Management | 6,407 | $106.7 萬 | 0.05% | −14,978−70.0% | 減碼 |
| Ossiam | 6,431 | $107.1 萬 | 0.02% | −114,518−94.7% | 減碼 |
| CAPROCK Group, Inc. | 6,475 | $107.8 萬 | 0.08% | +506+8.5% | 加碼 |
| D.A. Davidson & Co. | 6,507 | $108.4 萬 | 0.01% | +2,090+47.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,509 | $108.4 萬 | 0.13% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 6,510 | $108.4 萬 | 0.44% | −78−1.2% | 減碼 |
| United Bank | 6,549 | $109.1 萬 | 0.64% | −120−1.8% | 減碼 |
| Pinnacle Associates Ltd | 6,556 | $109.2 萬 | 0.02% | +65+1.0% | 加碼 |
| Peapack Gladstone Financial Corp | 6,603 | $110.0 萬 | 0.02% | −110−1.6% | 減碼 |
| Citizens & Northern Corp | 6,650 | $110.8 萬 | 0.43% | +92+1.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,653 | $110.8 萬 | 0.52% | +80+1.2% | 加碼 |
| Acrisure Capital Management, LLC | 7,075 | $117.8 萬 | 1.19% | −682−8.8% | 減碼 |
| Cresset Asset Management, LLC | 7,118 | $118.6 萬 | 0.02% | −2,816−28.3% | 減碼 |
| RCS Financial Planning, LLC | 7,152 | $119.1 萬 | 1.06% | −10.0% | 減碼 |
| Coldstream Capital Management Inc | 7,210 | $120.1 萬 | 0.04% | −99−1.4% | 減碼 |
| AXS Investments LLC | 7,254 | $120.8 萬 | 0.40% | +439+6.4% | 加碼 |
| Wintrust Investments LLC | 7,264 | $121.0 萬 | 0.15% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 7,294 | $121.5 萬 | 0.02% | −80−1.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,339 | $122.2 萬 | 0.05% | +404+5.8% | 加碼 |
| Smithfield Trust Co | 7,343 | $122.3 萬 | 0.08% | 00.0% | 不變 |
| Arden Trust Co | 7,389 | $123.1 萬 | 0.22% | +893+13.7% | 加碼 |
| Avantax Advisory Services, Inc. | 7,428 | $123.7 萬 | 0.02% | +1,777+31.4% | 加碼 |
| TrinityPoint Wealth, LLC | 7,447 | $124.0 萬 | 0.27% | +9+0.1% | 加碼 |
| Clearstead Advisors, LLC | 7,606 | $126.7 萬 | 0.09% | +708+10.3% | 加碼 |
| Summit Financial, LLC | 7,666 | $127.7 萬 | 0.11% | +21+0.3% | 加碼 |
| Lantz Financial LLC | 7,674 | $127.8 萬 | 0.53% | 00.0% | 不變 |
| MAI Capital Management | 7,685 | $128.0 萬 | 0.02% | −465−5.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,734 | $128.8 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 7,738 | $128.9 萬 | 0.05% | +242+3.2% | 加碼 |
| HM Payson & Co | 7,743 | $129.0 萬 | 0.03% | +232+3.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 7,905 | $131.7 萬 | 0.15% | −2,718−25.6% | 減碼 |
| LMCG Investments, LLC | 7,978 | $132.9 萬 | 0.09% | −523−6.2% | 減碼 |
| PFG Advisors | 8,007 | $133.4 萬 | 0.11% | +275+3.6% | 加碼 |
| DFPG Investments, LLC | 8,028 | $133.7 萬 | 0.14% | +210+2.7% | 加碼 |
| Enterprise Bank & Trust Co | 8,039 | $133.9 萬 | 0.58% | −119−1.5% | 減碼 |
| Bishop Rock Capital, L.P. | 8,111 | $135.1 萬 | 2.10% | −21,293−72.4% | 減碼 |
| TD Private Client Wealth LLC | 8,139 | $135.9 萬 | 0.06% | +523+6.9% | 加碼 |
| Quadrant Capital Group LLC | 8,172 | $136.1 萬 | 0.14% | −61−0.7% | 減碼 |
| Banco Santander, S.A. | 8,182 | $136.3 萬 | 0.02% | +110+1.4% | 加碼 |
| LS Investment Advisors, LLC | 8,258 | $137.5 萬 | 0.26% | 00.0% | 不變 |
| Comerica Securities,inc. | 8,258 | $137.5 萬 | 0.10% | +1,684+25.6% | 加碼 |
| Signaturefd, LLC | 8,277 | $137.8 萬 | 0.04% | −212−2.5% | 減碼 |
| Evercore Wealth Management, LLC | 8,369 | $139.4 萬 | 0.03% | −13−0.2% | 減碼 |
| Qtron Investments LLC | 8,398 | $139.9 萬 | 0.29% | +830+11.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,401 | $139.9 萬 | 0.04% | −7,452−47.0% | 減碼 |
| Balentine LLC | 8,458 | $140.9 萬 | 0.05% | −6,366−42.9% | 減碼 |
| Shell Asset Management Co | 8,471 | $141.1 萬 | 0.06% | +101+1.2% | 加碼 |
| Bartlett & Co. LLC | 8,514 | $141.8 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 8,514 | $141.8 萬 | 0.03% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 8,530 | $142.1 萬 | 0.13% | 00.0% | 不變 |
| Mirova | 8,543 | $142.3 萬 | 0.21% | +6,254+273.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 8,693 | $144.8 萬 | 0.35% | +129+1.5% | 加碼 |
| Chesley Taft & Associates LLC | 8,720 | $145.2 萬 | 0.10% | −575−6.2% | 減碼 |
| Capital Asset Advisory Services LLC | 8,769 | $146.0 萬 | 0.11% | +30.0% | 加碼 |
| RMR Wealth Builders | 8,842 | $147.3 萬 | 0.28% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 8,868 | $147.7 萬 | 0.10% | +944+11.9% | 加碼 |
| Wimmer Associates 1, LLC | 8,170 | $148.4 萬 | 0.95% | −116−1.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 9,052 | $150.8 萬 | 0.08% | −11,787−56.6% | 減碼 |
| Veriti Management LLC | 9,093 | $151.4 萬 | 0.18% | +220+2.5% | 加碼 |
| Mission Wealth Management, LP | 9,110 | $151.7 萬 | 0.06% | +143+1.6% | 加碼 |
| Cary Street Partners Asset Management LLC | 9,335 | $155.5 萬 | 0.29% | −635−6.4% | 減碼 |
| Hartline Investment Corp | 9,495 | $158.1 萬 | 0.32% | −8,844−48.2% | 減碼 |
| Grimes & Company, Inc. | 9,518 | $158.5 萬 | 0.06% | +12+0.1% | 加碼 |
| Fiduciary Trust Co | 9,529 | $158.7 萬 | 0.03% | −1,100−10.3% | 減碼 |
| Wealth Alliance | 9,573 | $159.4 萬 | 0.26% | +1,369+16.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,580 | $159.6 萬 | 0.04% | +854+9.8% | 加碼 |
| Resources Investment Advisors, LLC. | 9,627 | $160.3 萬 | 0.04% | +4,254+79.2% | 加碼 |
| Clifford Swan Investment Counsel LLC | 9,709 | $161.7 萬 | 0.07% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 9,722 | $161.9 萬 | 0.01% | +754+8.4% | 加碼 |
| Advisory Services Network, LLC | 9,782 | $162.9 萬 | 0.05% | −357−3.5% | 減碼 |
| Chatham Capital Group, Inc. | 9,810 | $163.4 萬 | 0.37% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 9,819 | $163.5 萬 | 0.83% | −368−3.6% | 減碼 |
| Greenleaf Trust | 9,890 | $164.7 萬 | 0.02% | −117−1.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,957 | $165.8 萬 | 0.07% | +82+0.8% | 加碼 |
| Lincoln National Corp | 9,969 | $166.0 萬 | 0.03% | −650−6.1% | 減碼 |
| Delap Wealth Advisory, LLC | 9,994 | $166.5 萬 | 1.71% | −317−3.1% | 減碼 |
| Cohen Klingenstein LLC | 10,000 | $166.6 萬 | 0.08% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 10,014 | $166.8 萬 | 0.52% | +1,511+17.8% | 加碼 |
| Park Avenue Securities LLC | 10,175 | $169.5 萬 | 0.03% | +857+9.2% | 加碼 |