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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 3,384 | $63.7 萬 | 0.13% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 3,440 | $64.7 萬 | 0.01% | −87−2.5% | 減碼 |
| Noesis Capital Mangement Corp | 3,500 | $65.8 萬 | 0.16% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $65.8 萬 | 0.28% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,519 | $66.2 萬 | 0.25% | 00.0% | 不變 |
| Graypoint LLC | 3,537 | $66.5 萬 | 0.07% | +368+11.6% | 加碼 |
| Caldwell Trust Co | 3,539 | $66.6 萬 | 0.09% | +83+2.4% | 加碼 |
| Summit Trail Advisors, LLC | 3,555 | $66.9 萬 | 0.03% | +1,596+81.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,562 | $67.0 萬 | 0.04% | −1,182−24.9% | 減碼 |
| Mirabella Financial Services LLP | 3,580 | $67.3 萬 | 0.08% | +3,580 | 新進 |
| Nicolet Bankshares Inc | 5,559 | $67.4 萬 | 0.19% | +1,734+45.3% | 加碼 |
| Shira Ridge Wealth Management | 3,592 | $67.6 萬 | 0.42% | +548+18.0% | 加碼 |
| Imprint Wealth LLC | 3,600 | $67.7 萬 | 0.43% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 3,600 | $67.7 萬 | 0.01% | +3,600 | 新進 |
| Atlas Private Wealth Management | 3,601 | $67.7 萬 | 0.36% | +687+23.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 3,611 | $67.9 萬 | 0.09% | +23+0.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,646 | $68.6 萬 | 0.01% | −145−3.8% | 減碼 |
| Hilltop Holdings Inc. | 3,647 | $68.6 萬 | 0.08% | −16−0.4% | 減碼 |
| XTX Topco Ltd | 3,647 | $68.6 萬 | 0.12% | +3,647 | 新進 |
| Ellevest, Inc. | 3,649 | $68.6 萬 | 0.05% | −56−1.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,723 | $70.0 萬 | 0.01% | +289+8.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $70.0 萬 | 0.01% | 00.0% | 不變 |
| Hutchinson Capital Management | 3,742 | $70.4 萬 | 0.17% | +4+0.1% | 加碼 |
| JSF Financial, LLC | 3,748 | $70.5 萬 | 0.25% | +3,748 | 新進 |
| Conning Inc. | 3,768 | $70.9 萬 | 0.02% | −440−10.5% | 減碼 |
| Northwest Bank & Trust Co | 3,769 | $70.9 萬 | 0.68% | +3,769 | 新進 |
| First Manhattan Co | 3,776 | $71.0 萬 | 0.00% | −809−17.6% | 減碼 |
| VeraBank, N.A. | 3,790 | $71.3 萬 | 0.27% | 00.0% | 不變 |
| ASB Consultores, LLC | 3,793 | $71.3 萬 | 0.35% | −26−0.7% | 減碼 |
| Vise Technologies, Inc. | 3,816 | $71.8 萬 | 0.17% | +186+5.1% | 加碼 |
| Mirova | 3,831 | $72.1 萬 | 0.13% | −4,712−55.2% | 減碼 |
| Kenfarb & Co. | 3,855 | $72.5 萬 | 0.63% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 3,860 | $72.6 萬 | 0.10% | −7−0.2% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,862 | $72.6 萬 | 0.23% | +8+0.2% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,891 | $73.2 萬 | 0.17% | −49−1.2% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 3,917 | $73.7 萬 | 0.31% | −685−14.9% | 減碼 |
| Fidelis Capital Partners, LLC | 3,953 | $74.3 萬 | 0.27% | +367+10.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,970 | $74.7 萬 | 0.01% | +139+3.6% | 加碼 |
| Fulton Bank, N.A. | 3,976 | $74.8 萬 | 0.04% | +243+6.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,976 | $74.8 萬 | 0.09% | −11−0.3% | 減碼 |
| GM Advisory Group, Inc. | 3,986 | $75.0 萬 | 0.06% | +3,986 | 新進 |
| Western Wealth Management, LLC | 4,005 | $75.3 萬 | 0.06% | −13−0.3% | 減碼 |
| Atlantic Union Bankshares Corp | 4,028 | $75.8 萬 | 0.08% | 00.0% | 不變 |
| Dakota Wealth Management | 4,041 | $76.0 萬 | 0.04% | +102+2.6% | 加碼 |
| Financial Counselors Inc | 4,070 | $76.5 萬 | 0.02% | −125−3.0% | 減碼 |
| Empowered Funds, LLC | 4,083 | $76.8 萬 | 0.03% | +1,630+66.4% | 加碼 |
| EA Series Trust | 4,083 | $76.8 萬 | 0.03% | +4,083 | 新進 |
| Bryn Mawr Trust Co | 4,118 | $77.5 萬 | 0.03% | +436+11.8% | 加碼 |
| McAdam, LLC | 4,154 | $78.1 萬 | 0.06% | +17+0.4% | 加碼 |
| Gateway Investment Advisers LLC | 4,157 | $78.2 萬 | 0.01% | −132−3.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,175 | $78.5 萬 | 0.09% | −345−7.6% | 減碼 |
| HM Payson & Co | 4,293 | $80.7 萬 | 0.02% | −3,450−44.6% | 減碼 |
| Stephens Inc | 4,297 | $80.8 萬 | 0.01% | −6−0.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 4,330 | $81.4 萬 | 0.09% | −1,385−24.2% | 減碼 |
| Buckley Wealth Management, LLC | 4,348 | $81.8 萬 | 0.28% | +1,116+34.5% | 加碼 |
| West Family Investments, Inc. | 4,379 | $82.4 萬 | 0.32% | +48+1.1% | 加碼 |
| Schechter Investment Advisors, LLC | 4,400 | $82.8 萬 | 0.07% | +195+4.6% | 加碼 |
| Quadrant Private Wealth Management, LLC | 4,435 | $83.4 萬 | 0.24% | 00.0% | 不變 |
| Manchester Capital Management LLC | 4,535 | $85.3 萬 | 0.11% | −46−1.0% | 減碼 |
| SRN Advisors, LLC | 4,546 | $85.5 萬 | 0.76% | −137−2.9% | 減碼 |
| Eqis Capital Management, Inc. | 4,553 | $85.6 萬 | 0.10% | +2,185+92.3% | 加碼 |
| Valeo Financial Advisors, LLC | 4,564 | $85.8 萬 | 0.04% | −372−7.5% | 減碼 |
| Symmetry Partners, LLC | 4,599 | $86.5 萬 | 0.05% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 4,607 | $86.6 萬 | 0.14% | −90−1.9% | 減碼 |
| Integrated Advisors Network LLC | 4,617 | $86.8 萬 | 0.05% | +98+2.2% | 加碼 |
| Sonnipe Ltd | 4,621 | $86.9 萬 | 0.12% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,667 | $87.8 萬 | 0.04% | −27−0.6% | 減碼 |
| King Luther Capital Management Corp | 4,682 | $88.1 萬 | 0.00% | +26+0.6% | 加碼 |
| Bridgefront Capital, LLC | 4,685 | $88.1 萬 | 0.48% | −773−14.2% | 減碼 |
| Charter Trust Co | 4,716 | $88.7 萬 | 0.07% | −489−9.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,719 | $88.8 萬 | 0.07% | +77+1.7% | 加碼 |
| Oppenheimer & Co Inc | 4,727 | $88.9 萬 | 0.02% | +10+0.2% | 加碼 |
| We Are One Seven, LLC | 4,760 | $89.5 萬 | 0.08% | −467−8.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,762 | $89.6 萬 | 0.11% | +152+3.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 4,800 | $90.3 萬 | 0.20% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 4,836 | $91.0 萬 | 0.01% | +837+20.9% | 加碼 |
| Boston Financial Mangement LLC | 4,966 | $93.4 萬 | 0.03% | +476+10.6% | 加碼 |
| Allred Capital Management, LLC | 5,007 | $94.2 萬 | 0.46% | −633−11.2% | 減碼 |
| Murphy Pohlad Asset Management LLC | 5,050 | $95.0 萬 | 0.41% | 00.0% | 不變 |
| SFMG, LLC | 5,064 | $95.2 萬 | 0.10% | −496−8.9% | 減碼 |
| Prosperity Financial Group, Inc. | 5,175 | $97.3 萬 | 0.86% | +121+2.4% | 加碼 |
| Essex Investment Management Co LLC | 5,179 | $97.4 萬 | 0.14% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $97.6 萬 | 0.61% | 00.0% | 不變 |
| Regents of the University of California | 5,200 | $97.8 萬 | 0.12% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 5,234 | $98.4 萬 | 0.34% | +5,234 | 新進 |
| Perigon Wealth Management, LLC | 5,247 | $98.7 萬 | 0.04% | +299+6.0% | 加碼 |
| ING Groep NV | 5,321 | $100.1 萬 | 0.01% | +2,306+76.5% | 加碼 |
| Douglas Lane & Associates, LLC | 5,495 | $103.3 萬 | 0.02% | −25−0.5% | 減碼 |
| Dover Advisors, LLC | 5,530 | $104.0 萬 | 0.92% | 00.0% | 不變 |
| Aries Wealth Management | 5,536 | $104.1 萬 | 0.40% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,563 | $104.6 萬 | 0.08% | +209+3.9% | 加碼 |
| Beck Bode, LLC | 5,587 | $105.1 萬 | 0.26% | −228−3.9% | 減碼 |
| Penserra Capital Management LLC | 5,656 | $106.2 萬 | 0.02% | +3,034+115.7% | 加碼 |
| Trust Asset Management LLC | 5,677 | $106.8 萬 | 0.11% | 00.0% | 不變 |
| Ballentine Partners, LLC | 5,677 | $106.8 萬 | 0.02% | +384+7.3% | 加碼 |
| Boltwood Capital Management | 5,689 | $107.0 萬 | 0.39% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 5,715 | $107.4 萬 | 0.38% | +4+0.1% | 加碼 |
| Missouri Trust & Investment Co | 5,715 | $107.5 萬 | 0.61% | −118−2.0% | 減碼 |
| Wedmont Private Capital | 5,768 | $107.7 萬 | 0.12% | +323+5.9% | 加碼 |
| KCS Wealth Advisory | 5,739 | $107.9 萬 | 0.37% | −133−2.3% | 減碼 |