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 |
|---|---|---|---|---|---|
| Litman Gregory Asset Management LLC | 1,800 | $33.9 萬 | 0.04% | +1,800 | 新進 |
| Avestar Capital, LLC | 1,796 | $33.8 萬 | 0.06% | +110+6.5% | 加碼 |
| Choate Investment Advisors | 1,792 | $33.7 萬 | 0.01% | +1,792 | 新進 |
| Independent Advisor Alliance | 1,792 | $33.7 萬 | 0.01% | +172+10.6% | 加碼 |
| Cambridge Trust Co | 1,781 | $33.5 萬 | 0.02% | −12−0.7% | 減碼 |
| First Capital Advisors Group, LLC. | 1,778 | $33.4 萬 | 0.17% | −75−4.0% | 減碼 |
| New Hampshire Trust | 1,778 | $33.4 萬 | 0.09% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 1,778 | $33.4 萬 | 0.08% | −4,072−69.6% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 1,765 | $33.2 萬 | 0.18% | 00.0% | 不變 |
| Optas, LLC | 1,751 | $32.9 萬 | 0.11% | +29+1.7% | 加碼 |
| Clarkston Capital Partners, LLC | 1,725 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,722 | $32.4 萬 | 0.08% | −7−0.4% | 減碼 |
| Gladius Capital Management LP | 1,723 | $32.4 萬 | 0.16% | −919−34.8% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,711 | $32.2 萬 | 0.02% | −642−27.3% | 減碼 |
| Kinloch Capital, LLC | 1,706 | $32.1 萬 | 0.19% | −119−6.5% | 減碼 |
| RDA Financial Network | 1,704 | $32.1 萬 | 0.13% | −26−1.5% | 減碼 |
| Industrial Alliance Investment Management Inc. | 1,700 | $32.0 萬 | 0.17% | −14,748−89.7% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 1,695 | $31.9 萬 | 0.03% | +1,037+157.6% | 加碼 |
| Twin Focus Capital Partners, LLC | 1,674 | $31.5 萬 | 0.06% | −1,181−41.4% | 減碼 |
| Modera Wealth Management, LLC | 1,667 | $31.4 萬 | 0.01% | +1,667 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,664 | $31.3 萬 | 0.04% | −67−3.9% | 減碼 |
| Sterling Group Wealth Management, LLC | 1,660 | $31.2 萬 | 0.27% | −6−0.4% | 減碼 |
| Norris Perne & French LLP | 1,650 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| Ledyard National Bank | 1,647 | $31.0 萬 | 0.03% | +46+2.9% | 加碼 |
| Meridian Wealth Advisors, LLC | 1,633 | $30.7 萬 | 0.07% | +3+0.2% | 加碼 |
| Mather Group, LLC. | 1,632 | $30.7 萬 | 0.00% | +1,632 | 新進 |
| B.O.S.S. Retirement Advisors, LLC | 1,627 | $30.6 萬 | 0.07% | +319+24.4% | 加碼 |
| Nwam LLC | 1,626 | $30.6 萬 | 0.03% | −151−8.5% | 減碼 |
| Dechtman Wealth Management, LLC | 1,623 | $30.5 萬 | 0.09% | +1,623 | 新進 |
| Voya Financial Advisors, Inc. | 1,638 | $30.5 萬 | 0.04% | −21−1.3% | 減碼 |
| Smith, Salley & Associates | 1,614 | $30.4 萬 | 0.02% | +237+17.2% | 加碼 |
| Fayez Sarofim & Co | 1,614 | $30.4 萬 | 0.00% | −9,201−85.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,614 | $30.4 萬 | 0.03% | +125+8.4% | 加碼 |
| Alpha Financial Partners, LLC | 1,613 | $30.3 萬 | 0.32% | −35−2.1% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $30.3 萬 | 0.17% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $30.2 萬 | 0.16% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 1,603 | $30.1 萬 | 0.21% | −2−0.1% | 減碼 |
| Advisory Research Inc | 1,596 | $30.0 萬 | 0.04% | +1,596 | 新進 |
| Trust Co of Virginia | 1,585 | $29.8 萬 | 0.03% | −209−11.6% | 減碼 |
| Ewa, LLC | 1,584 | $29.8 萬 | 0.20% | +83+5.5% | 加碼 |
| Capital Management Corp | 1,580 | $29.7 萬 | 0.06% | 00.0% | 不變 |
| Carret Asset Management, LLC | 1,580 | $29.7 萬 | 0.04% | 00.0% | 不變 |
| Bailard, Inc. | 1,579 | $29.7 萬 | 0.01% | −29−1.8% | 減碼 |
| Massmutual Trust Co FSB | 1,572 | $29.6 萬 | 0.01% | +159+11.3% | 加碼 |
| Appleton Partners Inc | 1,566 | $29.5 萬 | 0.02% | −3−0.2% | 減碼 |
| Continuum Advisory, LLC | 1,552 | $29.2 萬 | 0.05% | +38+2.5% | 加碼 |
| Brown Shipley& Co Ltd | 1,548 | $29.1 萬 | 0.12% | +264+20.6% | 加碼 |
| Detalus Advisors, LLC | 1,541 | $29.0 萬 | 0.13% | 00.0% | 不變 |
| David Loasby | 1,554 | $28.9 萬 | 0.03% | +86+5.9% | 加碼 |
| First Foundation Advisors | 1,532 | $28.8 萬 | 0.01% | +22+1.5% | 加碼 |
| Waterloo Capital, L.P. | 1,527 | $28.7 萬 | 0.08% | +1,527 | 新進 |
| Dillon & Associates Inc | 1,517 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Resources Management Corp | 1,515 | $28.5 萬 | 0.04% | +1,488+5,511.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 1,512 | $28.4 萬 | 0.04% | −23−1.5% | 減碼 |
| FourThought Financial Partners, LLC | 1,508 | $28.4 萬 | 0.04% | +79+5.5% | 加碼 |
| Arete Wealth Advisors, LLC | 1,487 | $28.0 萬 | 0.03% | −85−5.4% | 減碼 |
| Evergreen Capital Management LLC | 1,486 | $27.9 萬 | 0.01% | +73+5.2% | 加碼 |
| Heron Financial Group, LLC | 1,479 | $27.8 萬 | 0.15% | 00.0% | 不變 |
| Colonial Trust Co | 1,490 | $27.7 萬 | 0.07% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 1,468 | $27.6 萬 | 0.01% | +89+6.5% | 加碼 |
| Veracity Capital LLC | 1,463 | $27.5 萬 | 0.12% | +80+5.8% | 加碼 |
| Riverwater Partners LLC | 1,453 | $27.3 萬 | 0.24% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,439 | $27.1 萬 | 0.19% | −80−5.3% | 減碼 |
| Old National Bancorp | 1,434 | $27.0 萬 | 0.01% | +1,434 | 新進 |
| PFS Partners, LLC | 1,434 | $27.0 萬 | 0.23% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 1,427 | $26.8 萬 | 0.06% | −420−22.7% | 減碼 |
| Diligent Investors, LLC | 1,425 | $26.8 萬 | 0.08% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 1,423 | $26.8 萬 | 0.04% | +1,423 | 新進 |
| Harbor Investment Advisory, LLC | 1,420 | $26.7 萬 | 0.04% | 00.0% | 不變 |
| Telemus Capital, LLC | 1,419 | $26.7 萬 | 0.02% | +1,419 | 新進 |
| Lion Street Advisors, LLC | 1,584 | $26.4 萬 | 0.09% | +6+0.4% | 加碼 |
| Prospera Financial Services Inc | 1,397 | $26.4 萬 | 0.01% | −74−5.0% | 減碼 |
| ML & R Wealth Management LLC | 1,402 | $26.4 萬 | 0.06% | +94+7.2% | 加碼 |
| Capital Wealth Planning, LLC | 1,400 | $26.3 萬 | 0.00% | −74−5.0% | 減碼 |
| Prestige Wealth Management Group LLC | 1,388 | $26.1 萬 | 0.06% | −255−15.5% | 減碼 |
| Glenview Trust Co | 1,381 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 1,377 | $25.9 萬 | 0.15% | +5+0.4% | 加碼 |
| YHB Investment Advisors, Inc. | 1,376 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Central Trust Co | 1,373 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 1,370 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 1,370 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 1,364 | $25.7 萬 | 0.03% | −293−17.7% | 減碼 |
| LGT Financial Advisors LLC | 1,364 | $25.7 萬 | 0.27% | 00.0% | 不變 |
| Dempze Nancy E | 1,355 | $25.5 萬 | 0.22% | 00.0% | 不變 |
| Rice Hall James & Associates, LLC | 1,350 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Court Place Advisors, LLC | 1,350 | $25.4 萬 | 0.09% | 00.0% | 不變 |
| Nations Financial Group Inc, | 1,342 | $25.2 萬 | 0.02% | +102+8.2% | 加碼 |
| Farmers & Merchants Investments Inc | 1,338 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Mark Stevens | 1,333 | $25.1 萬 | 0.03% | +1,333 | 新進 |
| Great Lakes Advisors, LLC | 1,323 | $24.9 萬 | 0.00% | +21+1.6% | 加碼 |
| Provence Wealth Management Group | 1,309 | $24.6 萬 | 0.14% | +1,309 | 新進 |
| Personal Cfo Solutions, LLC | 1,307 | $24.6 萬 | 0.05% | −2,136−62.0% | 減碼 |
| Alta Advisers Ltd | 1,300 | $24.5 萬 | 0.14% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 1,298 | $24.4 萬 | 0.01% | +1,298 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 1,290 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 1,289 | $24.2 萬 | 0.00% | +14+1.1% | 加碼 |
| Rockland Trust Co | 1,288 | $24.2 萬 | 0.01% | −101−7.3% | 減碼 |
| V Wealth Advisors LLC | 1,279 | $24.1 萬 | 0.04% | −4−0.3% | 減碼 |
| L2 Asset Management, LLC | 1,278 | $24.0 萬 | 0.12% | +1,278 | 新進 |