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 2 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2023/6/30 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
- 1,258
- 較 2023 年第 1 季 +36 家
- 持有股數
- 4.35 億
- 較 2023 年第 1 季 +97.8 萬 (+0.2%)
- 總市值
- $814.7 億
- 較 2023 年第 1 季 +$93.5 億 (+13.0%)
- 新進機構
- 111
- 另有 448 家加碼
- 清倉機構
- 75
- 另有 465 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 2,124 | $40.7 萬 | 0.09% | −351−14.2% | 減碼 |
| BerganKDV Wealth Management, LLC | 2,172 | $40.9 萬 | 0.04% | −86−3.8% | 減碼 |
| Mairs & Power Inc | 2,172 | $40.9 萬 | 0.00% | +32+1.5% | 加碼 |
| IHT Wealth Management, LLC | 2,181 | $41.0 萬 | 0.02% | +2,181 | 新進 |
| Smith & Howard Wealth Management, LLC | 2,190 | $41.2 萬 | 0.14% | 00.0% | 不變 |
| Sigma Planning Corp | 2,205 | $41.5 萬 | 0.01% | −262−10.6% | 減碼 |
| Hall Laurie J Trustee | 2,210 | $41.5 萬 | 0.16% | 00.0% | 不變 |
| Allstate Corp | 2,230 | $41.9 萬 | 0.03% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,255 | $42.4 萬 | 0.02% | +62+2.8% | 加碼 |
| Bank of New Hampshire | 2,261 | $42.5 萬 | 0.12% | −33−1.4% | 減碼 |
| Headlands Technologies LLC | 2,268 | $42.7 萬 | 0.14% | +1,831+419.0% | 加碼 |
| Drake & Associates, LLC | 2,287 | $43.0 萬 | 0.19% | −21−0.9% | 減碼 |
| Talisman Wealth Advisors LLC | 2,291 | $43.1 萬 | 0.74% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 2,298 | $43.2 萬 | 0.16% | +353+18.1% | 加碼 |
| CWA Asset Management Group, LLC | 2,299 | $43.2 萬 | 0.03% | +205+9.8% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,329 | $43.8 萬 | 0.03% | −46−1.9% | 減碼 |
| Powell Investment Advisors, LLC | 2,359 | $44.4 萬 | 0.26% | 00.0% | 不變 |
| Tobam | 2,380 | $44.8 萬 | 0.03% | 00.0% | 不變 |
| Cypress Capital Group | 2,386 | $44.9 萬 | 0.06% | +828+53.1% | 加碼 |
| InterOcean Capital Group, LLC | 2,397 | $45.1 萬 | 0.01% | +77+3.3% | 加碼 |
| Geller Advisors LLC | 2,412 | $45.4 萬 | 0.06% | −312−11.5% | 減碼 |
| Meritas Wealth Management, LLC | 2,421 | $45.5 萬 | 0.34% | 00.0% | 不變 |
| Financial Advocates Investment Management | 2,422 | $45.6 萬 | 0.03% | +175+7.8% | 加碼 |
| Walter & Keenan Financial Consulting Co | 2,431 | $45.7 萬 | 0.17% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,436 | $45.8 萬 | 0.33% | 00.0% | 不變 |
| SOL Capital Management CO | 2,445 | $46.0 萬 | 0.07% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 2,453 | $46.1 萬 | 0.05% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 2,494 | $46.9 萬 | 0.04% | +873+53.9% | 加碼 |
| Mutual Advisors, LLC | 2,494 | $46.9 萬 | 0.02% | −797−24.2% | 減碼 |
| Foundations Investment Advisors, LLC | 2,494 | $46.9 萬 | 0.02% | +16+0.6% | 加碼 |
| Aaron Wealth Advisors | 2,499 | $47.0 萬 | 0.06% | +201+8.7% | 加碼 |
| SRB Corp | 2,500 | $47.0 萬 | 0.03% | +300+13.6% | 加碼 |
| Sage Mountain Advisors LLC | 2,501 | $47.0 萬 | 0.07% | +89+3.7% | 加碼 |
| NorthRock Partners, LLC | 2,507 | $47.1 萬 | 0.05% | −599−19.3% | 減碼 |
| Stockman Wealth Management, Inc. | 2,510 | $47.2 萬 | 0.10% | −182−6.8% | 減碼 |
| Glassman Wealth Services | 2,516 | $47.3 萬 | 0.08% | +8+0.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,532 | $47.6 萬 | 0.04% | −347−12.1% | 減碼 |
| Tower Bridge Advisors | 2,535 | $47.7 萬 | 0.04% | −200−7.3% | 減碼 |
| Neo Ivy Capital Management | 2,544 | $47.8 萬 | 0.25% | +2,544 | 新進 |
| Essex Financial Services, Inc. | 2,545 | $47.9 萬 | 0.05% | −30−1.2% | 減碼 |
| Northeast Financial Consultants Inc | 2,560 | $48.1 萬 | 0.03% | +100+4.1% | 加碼 |
| Legacy Capital Group California, Inc. | 2,576 | $48.4 萬 | 0.20% | +86+3.5% | 加碼 |
| C2C Wealth Management, LLC | 2,580 | $48.7 萬 | 0.06% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 2,598 | $48.9 萬 | 0.05% | +10.0% | 加碼 |
| Park Place Capital Corp | 2,599 | $48.9 萬 | 0.14% | +2+0.1% | 加碼 |
| REDW Wealth LLC | 2,600 | $48.9 萬 | 0.15% | 00.0% | 不變 |
| Reliant Investment Management, LLC | 2,609 | $49.1 萬 | 0.28% | 00.0% | 不變 |
| Forum Financial Management, LP | 2,614 | $49.2 萬 | 0.01% | −368−12.3% | 減碼 |
| Boston Research & Management Inc | 2,620 | $49.2 萬 | 0.14% | 00.0% | 不變 |
| Capital Advisors Inc | 2,624 | $49.4 萬 | 0.01% | +22+0.8% | 加碼 |
| Kathmere Capital Management, LLC | 2,643 | $49.7 萬 | 0.08% | +392+17.4% | 加碼 |
| Connectus Wealth, LLC | 2,652 | $49.9 萬 | 0.01% | +13+0.5% | 加碼 |
| Csenge Advisory Group | 2,658 | $50.0 萬 | 0.03% | −10−0.4% | 減碼 |
| Covenant Partners, LLC | 2,725 | $51.3 萬 | 0.19% | +865+46.5% | 加碼 |
| Founders Financial Securities LLC | 2,729 | $51.3 萬 | 0.07% | +184+7.2% | 加碼 |
| Proficio Capital Partners LLC | 2,767 | $52.0 萬 | 0.07% | +26+0.9% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,770 | $52.1 萬 | 0.20% | −2−0.1% | 減碼 |
| National Asset Management, Inc. | 2,773 | $52.2 萬 | 0.01% | −168−5.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 2,784 | $52.4 萬 | 0.01% | −400−12.6% | 減碼 |
| X-Square Capital, LLC | 2,785 | $52.4 萬 | 0.35% | 00.0% | 不變 |
| Leonteq Securities AG | 2,800 | $52.7 萬 | 0.05% | −454−14.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 2,832 | $53.3 萬 | 0.04% | −15−0.5% | 減碼 |
| Kearns & Associates LLC | 2,860 | $53.8 萬 | 0.49% | 00.0% | 不變 |
| Strid Group, LLC | 2,864 | $53.9 萬 | 0.11% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 2,867 | $53.9 萬 | 0.19% | +3+0.1% | 加碼 |
| James Hambro & Partners | 2,885 | $54.2 萬 | 0.04% | −1,625−36.0% | 減碼 |
| Eads & Heald Wealth Management | 2,900 | $54.5 萬 | 0.27% | −280−8.8% | 減碼 |
| Montag A & Associates Inc | 2,927 | $55.1 萬 | 0.03% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,970 | $55.9 萬 | 0.41% | −151−4.8% | 減碼 |
| North Star Asset Management Inc | 3,016 | $56.7 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 3,036 | $57.1 萬 | 0.03% | −139−4.4% | 減碼 |
| 9258 Wealth Management, LLC | 3,037 | $57.1 萬 | 0.11% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 3,042 | $57.2 萬 | 0.03% | +175+6.1% | 加碼 |
| Chesapeake Asset Management LLC | 3,047 | $57.3 萬 | 0.52% | +95+3.2% | 加碼 |
| Opus Capital Group, LLC | 3,074 | $57.8 萬 | 0.10% | −17−0.5% | 減碼 |
| Adviser Investments LLC | 3,079 | $57.9 萬 | 0.01% | +3,079 | 新進 |
| Strategic Blueprint, LLC | 3,082 | $58.0 萬 | 0.06% | +72+2.4% | 加碼 |
| Empower Advisory Group, LLC | 3,093 | $58.2 萬 | 0.00% | −16−0.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,093 | $58.2 萬 | 0.01% | +1,038+50.5% | 加碼 |
| Defined Wealth Management, LLC | 3,097 | $58.2 萬 | 0.49% | +2+0.1% | 加碼 |
| Stiles Financial Services Inc | 3,103 | $58.4 萬 | 0.29% | −409−11.6% | 減碼 |
| Waller Financial Planning Group, Inc | 3,134 | $58.9 萬 | 0.16% | +10+0.3% | 加碼 |
| Leavell Investment Management, Inc. | 3,150 | $59.2 萬 | 0.04% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 3,150 | $59.2 萬 | 0.31% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,169 | $59.6 萬 | 0.01% | +1,178+59.2% | 加碼 |
| 44 Wealth Management LLC | 3,190 | $60.0 萬 | 0.20% | −41−1.3% | 減碼 |
| Thrive Wealth Management, LLC | 3,197 | $60.1 萬 | 0.16% | +48+1.5% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $60.2 萬 | 0.13% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,217 | $60.5 萬 | 0.10% | +1,149+55.6% | 加碼 |
| AMG National Trust Bank | 3,219 | $60.5 萬 | 0.02% | +777+31.8% | 加碼 |
| Axxcess Wealth Management, LLC | 3,222 | $60.6 萬 | 0.04% | −141−4.2% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $61.0 萬 | 0.11% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $61.1 萬 | 0.11% | 00.0% | 不變 |
| Abbrea Capital, LLC | 3,257 | $61.3 萬 | 0.09% | 00.0% | 不變 |
| Machina Capital S.A.S. | 3,270 | $61.5 萬 | 0.35% | +3,270 | 新進 |
| Fisher Asset Management, LLC | 3,281 | $61.7 萬 | 0.00% | +963+41.5% | 加碼 |
| Archvest Wealth Advisors, Inc. | 3,302 | $62.1 萬 | 0.51% | −23−0.7% | 減碼 |
| ExodusPoint Capital Management, LP | 3,309 | $62.2 萬 | 0.01% | −98,711−96.8% | 減碼 |
| Summit Global Investments | 3,313 | $62.3 萬 | 0.04% | +2+0.1% | 加碼 |
| Sterling Investment Counsel, LLC | 3,373 | $63.4 萬 | 0.34% | +3,373 | 新進 |