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 |
|---|---|---|---|---|---|
| Kinloch Capital, LLC | 1,825 | $30.4 萬 | 0.18% | −52−2.8% | 減碼 |
| Colonial River Wealth Management, LLC | 1,813 | $30.2 萬 | 0.18% | +79+4.6% | 加碼 |
| Parsons Capital Management Inc | 1,808 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Trust Co of Virginia | 1,794 | $29.9 萬 | 0.03% | +346+23.9% | 加碼 |
| Cambridge Trust Co | 1,793 | $29.9 萬 | 0.01% | −68−3.7% | 減碼 |
| New Hampshire Trust | 1,778 | $29.6 萬 | 0.08% | −25−1.4% | 減碼 |
| Nwam LLC | 1,777 | $29.6 萬 | 0.03% | +48+2.8% | 加碼 |
| Twinbeech Capital LP | 1,774 | $29.5 萬 | 0.01% | −76,989−97.7% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 1,765 | $29.5 萬 | 0.14% | 00.0% | 不變 |
| Stevens Capital Management LP | 1,753 | $29.2 萬 | 0.07% | +1,753 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,731 | $28.8 萬 | 0.04% | +2+0.1% | 加碼 |
| RDA Financial Network | 1,730 | $28.8 萬 | 0.13% | −7−0.4% | 減碼 |
| Benjamin Edwards Inc | 1,729 | $28.8 萬 | 0.07% | +201+13.2% | 加碼 |
| Clarkston Capital Partners, LLC | 1,725 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Optas, LLC | 1,722 | $28.7 萬 | 0.10% | +85+5.2% | 加碼 |
| RKL Wealth Management LLC | 1,713 | $28.5 萬 | 0.04% | −10−0.6% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 1,699 | $28.3 萬 | 0.03% | +453+36.4% | 加碼 |
| Avestar Capital, LLC | 1,686 | $28.1 萬 | 0.06% | +289+20.7% | 加碼 |
| Sterling Group Wealth Management, LLC | 1,666 | $27.7 萬 | 0.26% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 1,662 | $27.7 萬 | 0.01% | +1,662 | 新進 |
| MQS Management LLC | 1,663 | $27.7 萬 | 0.18% | +1,663 | 新進 |
| Cable Hill Partners, LLC | 1,657 | $27.6 萬 | 0.04% | +172+11.6% | 加碼 |
| Norris Perne & French LLP | 1,650 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 1,648 | $27.4 萬 | 0.31% | −100−5.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 1,645 | $27.4 萬 | 0.06% | −34−2.0% | 減碼 |
| Prestige Wealth Management Group LLC | 1,643 | $27.4 萬 | 0.07% | +117+7.7% | 加碼 |
| Voya Financial Advisors, Inc. | 1,659 | $27.4 萬 | 0.03% | +106+6.8% | 加碼 |
| Ewa, LLC | 1,501 | $27.2 萬 | 0.20% | +1,501 | 新進 |
| Meridian Wealth Advisors, LLC | 1,630 | $27.1 萬 | 0.07% | −52−3.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 1,621 | $27.0 萬 | 0.02% | −3,331−67.3% | 減碼 |
| Independent Advisor Alliance | 1,620 | $27.0 萬 | 0.01% | +1,620 | 新進 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $26.8 萬 | 0.14% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $26.8 萬 | 0.16% | 00.0% | 不變 |
| Bailard, Inc. | 1,608 | $26.8 萬 | 0.01% | +53+3.4% | 加碼 |
| Kessler Investment Group, LLC | 1,605 | $26.7 萬 | 0.18% | +51+3.3% | 加碼 |
| Spotlight Asset Group, Inc. | 1,722 | $26.7 萬 | 0.27% | +1,722 | 新進 |
| Ledyard National Bank | 1,601 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Center For Asset Management LLC | 1,593 | $26.5 萬 | 0.26% | −15−0.9% | 減碼 |
| Capital Management Corp | 1,580 | $26.3 萬 | 0.06% | 00.0% | 不變 |
| Carret Asset Management, LLC | 1,580 | $26.3 萬 | 0.04% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 1,578 | $26.3 萬 | 0.08% | +6+0.4% | 加碼 |
| Arete Wealth Advisors, LLC | 1,572 | $26.2 萬 | 0.02% | −86−5.2% | 減碼 |
| Appleton Partners Inc | 1,569 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Cypress Capital Group | 1,558 | $25.9 萬 | 0.04% | −96−5.8% | 減碼 |
| Nicolet Bankshares Inc | 3,825 | $25.9 萬 | 0.08% | +201+5.5% | 加碼 |
| Detalus Advisors, LLC | 1,541 | $25.7 萬 | 0.12% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 1,535 | $25.6 萬 | 0.04% | −171−10.0% | 減碼 |
| Dillon & Associates Inc | 1,517 | $25.3 萬 | 0.05% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,519 | $25.3 萬 | 0.19% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,514 | $25.2 萬 | 0.04% | −36−2.3% | 減碼 |
| GraniteShares Advisors LLC | 1,512 | $25.2 萬 | 0.22% | −29−1.9% | 減碼 |
| First Foundation Advisors | 1,510 | $25.1 萬 | 0.01% | −381−20.1% | 減碼 |
| Ameritas Advisory Services, LLC | 1,454 | $25.0 萬 | 0.01% | −110−7.0% | 減碼 |
| David Loasby | 1,468 | $24.9 萬 | 0.03% | +1,468 | 新進 |
| Flagship Harbor Advisors, LLC | 1,489 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Heron Financial Group, LLC | 1,479 | $24.6 萬 | 0.14% | +70+5.0% | 加碼 |
| Prospera Financial Services Inc | 1,471 | $24.6 萬 | 0.01% | +23+1.6% | 加碼 |
| Colonial Trust Co | 1,490 | $24.6 萬 | 0.06% | +1,178+377.6% | 加碼 |
| Capital Wealth Planning, LLC | 1,474 | $24.5 萬 | 0.00% | +74+5.3% | 加碼 |
| Riverwater Partners LLC | 1,453 | $24.2 萬 | 0.22% | −9−0.6% | 減碼 |
| PFS Partners, LLC | 1,434 | $23.9 萬 | 0.23% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 1,429 | $23.8 萬 | 0.03% | +42+3.0% | 加碼 |
| Diligent Investors, LLC | 1,425 | $23.7 萬 | 0.07% | −150−9.5% | 減碼 |
| Harbor Investment Advisory, LLC | 1,420 | $23.7 萬 | 0.04% | −327−18.7% | 減碼 |
| Gyroscope Capital Management Group, LLC | 1,416 | $23.6 萬 | 0.06% | −1,992−58.5% | 減碼 |
| Evergreen Capital Management LLC | 1,413 | $23.5 萬 | 0.01% | +13+0.9% | 加碼 |
| Massmutual Trust Co FSB | 1,413 | $23.5 萬 | 0.01% | +171+13.8% | 加碼 |
| Rockland Trust Co | 1,389 | $23.1 萬 | 0.01% | +44+3.3% | 加碼 |
| Veracity Capital LLC | 1,383 | $23.0 萬 | 0.11% | +27+2.0% | 加碼 |
| Glenview Trust Co | 1,381 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 1,379 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Smith, Salley & Associates | 1,377 | $22.9 萬 | 0.02% | −34−2.4% | 減碼 |
| YHB Investment Advisors, Inc. | 1,376 | $22.9 萬 | 0.02% | −31−2.2% | 減碼 |
| Callan Family Office, LLC | 1,374 | $22.9 萬 | 0.06% | +1,374 | 新進 |
| Central Trust Co | 1,373 | $22.9 萬 | 0.01% | +399+41.0% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,372 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 1,372 | $22.9 萬 | 0.13% | −83−5.7% | 減碼 |
| Joel Isaacson & Co., LLC | 1,370 | $22.8 萬 | 0.02% | −43−3.0% | 減碼 |
| Klingenstein Fields & Co LP | 1,370 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 1,364 | $22.7 萬 | 0.42% | +1,364 | 新進 |
| Asset Allocation & Management Company, LLC | 1,363 | $22.7 萬 | 0.09% | −1,700−55.5% | 減碼 |
| Dempze Nancy E | 1,355 | $22.6 萬 | 0.21% | 00.0% | 不變 |
| Rice Hall James & Associates, LLC | 1,350 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Court Place Advisors, LLC | 1,350 | $22.5 萬 | 0.08% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,338 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Johnson & White Wealth Management, LLC | 1,324 | $22.1 萬 | 0.20% | +1,324 | 新進 |
| WestHill Financial Advisors, Inc. | 1,316 | $21.9 萬 | 0.07% | 00.0% | 不變 |
| ML & R Wealth Management LLC | 1,308 | $21.8 萬 | 0.06% | +79+6.4% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,308 | $21.8 萬 | 0.05% | +1,308 | 新進 |
| Great Lakes Advisors, LLC | 1,302 | $21.7 萬 | 0.00% | +1,302 | 新進 |
| Pallas Capital Advisors LLC | 1,208 | $21.7 萬 | 0.02% | +1,208 | 新進 |
| Alta Advisers Ltd | 1,300 | $21.7 萬 | 0.13% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| Pointe Capital Management LLC | 1,287 | $21.4 萬 | 0.16% | −977−43.2% | 減碼 |
| Brown Shipley& Co Ltd | 1,284 | $21.4 萬 | 0.14% | +1,284 | 新進 |
| V Wealth Advisors LLC | 1,283 | $21.4 萬 | 0.04% | −7−0.5% | 減碼 |
| Nichols & Pratt Advisers LLP | 1,277 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 1,275 | $21.2 萬 | 0.00% | −17−1.3% | 減碼 |
| Vista Wealth Management Group, LLC | 1,269 | $21.1 萬 | 0.02% | +1,269 | 新進 |