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 |
|---|---|---|---|---|---|
| Conning Inc. | 4,208 | $70.1 萬 | 0.02% | −481−10.3% | 減碼 |
| Schechter Investment Advisors, LLC | 4,205 | $70.0 萬 | 0.06% | +318+8.2% | 加碼 |
| Financial Counselors Inc | 4,195 | $69.9 萬 | 0.02% | −119−2.8% | 減碼 |
| McAdam, LLC | 4,137 | $68.9 萬 | 0.06% | +225+5.8% | 加碼 |
| Fox Run Management, L.L.C. | 4,124 | $68.7 萬 | 0.22% | +4,124 | 新進 |
| Atlantic Union Bankshares Corp | 4,028 | $67.1 萬 | 0.07% | 00.0% | 不變 |
| Stokes Family Office, LLC | 4,022 | $67.0 萬 | 0.08% | −954−19.2% | 減碼 |
| Western Wealth Management, LLC | 4,018 | $66.9 萬 | 0.06% | −64−1.6% | 減碼 |
| Banque Pictet & Cie SA | 3,999 | $66.6 萬 | 0.01% | −149−3.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 3,987 | $66.4 萬 | 0.11% | +271+7.3% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,940 | $65.6 萬 | 0.16% | 00.0% | 不變 |
| Dakota Wealth Management | 3,939 | $65.6 萬 | 0.04% | +485+14.0% | 加碼 |
| CTC Capital Management, LLC | 3,870 | $64.5 萬 | 1.35% | +3,870 | 新進 |
| Amplius Wealth Advisors, LLC | 3,867 | $64.4 萬 | 0.09% | −544−12.3% | 減碼 |
| Fidelis Capital Partners, LLC | 3,586 | $64.3 萬 | 0.27% | +3,586 | 新進 |
| Kenfarb & Co. | 3,855 | $64.2 萬 | 0.57% | −180−4.5% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,854 | $64.2 萬 | 0.21% | −19−0.5% | 減碼 |
| ASB Consultores, LLC | 3,819 | $63.6 萬 | 0.26% | +1,120+41.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,831 | $63.4 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,791 | $63.1 萬 | 0.01% | −135−3.4% | 減碼 |
| VeraBank, N.A. | 3,790 | $63.1 萬 | 0.29% | −323−7.9% | 減碼 |
| Hutchinson Capital Management | 3,738 | $62.3 萬 | 0.16% | +3+0.1% | 加碼 |
| Fulton Bank, N.A. | 3,733 | $62.2 萬 | 0.03% | +93+2.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $62.0 萬 | 0.01% | 00.0% | 不變 |
| Ellevest, Inc. | 3,705 | $61.7 萬 | 0.05% | −268−6.7% | 減碼 |
| Bryn Mawr Trust Co | 3,682 | $61.3 萬 | 0.03% | +739+25.1% | 加碼 |
| KB Financial Partners, LLC | 3,678 | $61.2 萬 | 0.18% | +5+0.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 3,673 | $61.2 萬 | 0.06% | +3,673 | 新進 |
| Hilltop Holdings Inc. | 3,663 | $61.0 萬 | 0.08% | −180−4.7% | 減碼 |
| Vise Technologies, Inc. | 3,630 | $60.5 萬 | 0.16% | +169+4.9% | 加碼 |
| Imprint Wealth LLC | 3,600 | $60.0 萬 | 0.39% | +3,600 | 新進 |
| Ausdal Financial Partners, Inc. | 3,588 | $59.8 萬 | 0.08% | −7−0.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 3,527 | $58.7 萬 | 0.01% | +170+5.1% | 加碼 |
| Sentry Investment Management LLC | 3,519 | $58.6 萬 | 0.24% | −1,160−24.8% | 減碼 |
| Stiles Financial Services Inc | 3,512 | $58.5 萬 | 0.31% | +9+0.3% | 加碼 |
| Noesis Capital Mangement Corp | 3,500 | $58.3 萬 | 0.15% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $58.3 萬 | 0.26% | 00.0% | 不變 |
| Caldwell Trust Co | 3,456 | $57.6 萬 | 0.08% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 3,443 | $57.3 萬 | 0.12% | +87+2.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,434 | $57.2 萬 | 0.01% | −44−1.3% | 減碼 |
| Savant Capital, LLC | 3,426 | $57.1 萬 | 0.01% | +34+1.0% | 加碼 |
| BSW Wealth Partners | 3,384 | $56.4 萬 | 0.12% | +231+7.3% | 加碼 |
| Axxcess Wealth Management, LLC | 3,363 | $56.0 萬 | 0.04% | +1,267+60.4% | 加碼 |
| Domani Wealth, LLC | 3,340 | $55.6 萬 | 0.13% | 00.0% | 不變 |
| Archvest Wealth Advisors, Inc. | 3,325 | $55.4 萬 | 0.49% | −111−3.2% | 減碼 |
| Summit Global Investments | 3,311 | $55.1 萬 | 0.04% | +178+5.7% | 加碼 |
| Mutual Advisors, LLC | 3,291 | $54.8 萬 | 0.02% | +1,338+68.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 3,288 | $54.8 萬 | 0.03% | −406−11.0% | 減碼 |
| Abbrea Capital, LLC | 3,257 | $54.2 萬 | 0.09% | 00.0% | 不變 |
| Leonteq Securities AG | 3,254 | $54.2 萬 | 0.05% | −565−14.8% | 減碼 |
| Rodgers Brothers Inc. | 3,250 | $54.1 萬 | 0.10% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $54.0 萬 | 0.10% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,232 | $53.8 萬 | 0.20% | +410+14.5% | 加碼 |
| 44 Wealth Management LLC | 3,231 | $53.8 萬 | 0.18% | −20−0.6% | 減碼 |
| Qsemble Capital Management, LP | 3,200 | $53.3 萬 | 0.36% | −3,500−52.2% | 減碼 |
| Duncker Streett & Co Inc | 3,200 | $53.3 萬 | 0.13% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 3,184 | $53.0 萬 | 0.01% | +3,184 | 新進 |
| Eads & Heald Wealth Management | 3,180 | $53.0 萬 | 0.26% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 3,175 | $52.9 萬 | 0.03% | +3,175 | 新進 |
| Graypoint LLC | 3,169 | $52.8 萬 | 0.06% | +292+10.1% | 加碼 |
| Leavell Investment Management, Inc. | 3,150 | $52.5 萬 | 0.04% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 3,150 | $52.5 萬 | 0.29% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,149 | $52.4 萬 | 0.13% | +217+7.4% | 加碼 |
| Empower Advisory Group, LLC | 3,109 | $52.4 萬 | 0.00% | +3,109 | 新進 |
| Waller Financial Planning Group, Inc | 3,124 | $52.0 萬 | 0.15% | +11+0.4% | 加碼 |
| V-Square Quantitative Management LLC | 3,121 | $52.0 萬 | 0.48% | +3,121 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 3,118 | $51.9 萬 | 0.01% | −37,295−92.3% | 減碼 |
| NorthRock Partners, LLC | 3,106 | $51.7 萬 | 0.06% | +6+0.2% | 加碼 |
| Defined Wealth Management, LLC | 3,095 | $51.5 萬 | 0.48% | 00.0% | 不變 |
| Shelton Capital Management | 3,093 | $51.5 萬 | 0.02% | −65−2.1% | 減碼 |
| Opus Capital Group, LLC | 3,091 | $51.5 萬 | 0.09% | −28−0.9% | 減碼 |
| National Wealth Management Group, LLC | 2,831 | $51.3 萬 | 0.59% | +2,831 | 新進 |
| Shira Ridge Wealth Management | 3,044 | $50.7 萬 | 0.33% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,037 | $50.6 萬 | 0.10% | −13−0.4% | 減碼 |
| North Star Asset Management Inc | 3,016 | $50.2 萬 | 0.03% | −10−0.3% | 減碼 |
| ING Groep NV | 3,015 | $50.2 萬 | 0.00% | +3,015 | 新進 |
| Strategic Blueprint, LLC | 3,010 | $50.1 萬 | 0.05% | +34+1.1% | 加碼 |
| Forum Financial Management, LP | 2,982 | $49.7 萬 | 0.01% | −77−2.5% | 減碼 |
| Chesapeake Asset Management LLC | 2,952 | $49.2 萬 | 0.45% | +2,952 | 新進 |
| National Asset Management, Inc. | 2,941 | $49.0 萬 | 0.01% | −894−23.3% | 減碼 |
| Trust Co of Toledo NA | 2,934 | $48.9 萬 | 0.09% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,927 | $48.7 萬 | 0.03% | 00.0% | 不變 |
| Atlas Private Wealth Management | 2,914 | $48.5 萬 | 0.29% | +142+5.1% | 加碼 |
| Wealthsource Partners, LLC | 2,907 | $48.4 萬 | 0.03% | +13+0.4% | 加碼 |
| IFP Advisors, Inc | 5,996 | $48.2 萬 | 0.02% | +792+15.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,879 | $47.9 萬 | 0.04% | −440−13.3% | 減碼 |
| Centiva Capital, LP | 2,876 | $47.9 萬 | 0.03% | +1,605+126.3% | 加碼 |
| Waldron Private Wealth LLC | 2,867 | $47.7 萬 | 0.02% | +223+8.4% | 加碼 |
| Strid Group, LLC | 2,864 | $47.7 萬 | 0.11% | −364−11.3% | 減碼 |
| Legacy Wealth Asset Management, LLC | 2,864 | $47.7 萬 | 0.17% | +7+0.2% | 加碼 |
| Kearns & Associates LLC | 2,860 | $47.6 萬 | 0.47% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 2,855 | $47.6 萬 | 0.09% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,847 | $47.4 萬 | 0.04% | +171+6.4% | 加碼 |
| X-Square Capital, LLC | 2,785 | $46.4 萬 | 0.27% | −263−8.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,772 | $46.2 萬 | 0.18% | +132+5.0% | 加碼 |
| Proficio Capital Partners LLC | 2,741 | $45.6 萬 | 0.07% | −105−3.7% | 減碼 |
| Tower Bridge Advisors | 2,735 | $45.6 萬 | 0.04% | +35+1.3% | 加碼 |
| Geller Advisors LLC | 2,724 | $45.4 萬 | 0.07% | −139−4.9% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,597 | $45.3 萬 | 0.07% | +2,597 | 新進 |
| Stockman Wealth Management, Inc. | 2,692 | $44.8 萬 | 0.10% | −99−3.5% | 減碼 |