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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 14,120 | $244.5 萬 | 0.20% | +2,690+23.5% | 加碼 |
| Heritage Wealth Advisors | 12,952 | $243.6 萬 | 0.13% | −158−1.2% | 減碼 |
| Girard Partners Ltd. | 12,853 | $241.7 萬 | 0.26% | −3,206−20.0% | 減碼 |
| Bouvel Investment Partners, LLC | 12,760 | $240.0 萬 | 1.31% | +12,760 | 新進 |
| Private Trust Co NA | 12,759 | $240.0 萬 | 0.30% | +574+4.7% | 加碼 |
| Private Advisor Group, LLC | 12,719 | $239.3 萬 | 0.02% | −491−3.7% | 減碼 |
| Tiaa, FSB | 12,670 | $238.3 萬 | 0.01% | −42,120−76.9% | 減碼 |
| Ronald Blue Trust, Inc. | 14,135 | $235.4 萬 | 0.04% | −2,660−15.8% | 減碼 |
| Pegasus Partners Ltd. | 12,477 | $234.7 萬 | 0.35% | −20.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 12,233 | $230.1 萬 | 1.03% | +337+2.8% | 加碼 |
| United Services Automobile Association | 12,077 | $227.1 萬 | 0.07% | +184+1.5% | 加碼 |
| Sowell Financial Services LLC | 12,070 | $227.0 萬 | 0.13% | +7,211+148.4% | 加碼 |
| Union Heritage Capital, LLC | 12,000 | $225.7 萬 | 1.22% | 00.0% | 不變 |
| First National Trust Co | 11,991 | $225.5 萬 | 0.10% | −98−0.8% | 減碼 |
| Heritage Trust Co | 11,712 | $220.3 萬 | 0.32% | +648+5.9% | 加碼 |
| Transcend Wealth Collective, LLC | 11,590 | $218.0 萬 | 0.21% | −787−6.4% | 減碼 |
| La Banque Postale Asset Management SA | 11,518 | $216.6 萬 | 0.05% | +11,518 | 新進 |
| Icon Advisers Inc | 11,500 | $216.3 萬 | 0.55% | 00.0% | 不變 |
| CIBC World Markets Inc. | 11,475 | $215.8 萬 | 0.01% | −148−1.3% | 減碼 |
| Howland Capital Management LLC | 11,430 | $215.0 萬 | 0.12% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 11,161 | $209.9 萬 | 0.12% | +164+1.5% | 加碼 |
| Centiva Capital, LP | 11,153 | $209.8 萬 | 0.11% | +8,277+287.8% | 加碼 |
| Hills Bank & Trust Co | 11,102 | $208.8 萬 | 0.27% | +41+0.4% | 加碼 |
| Wetherby Asset Management Inc | 10,930 | $205.6 萬 | 0.11% | −96−0.9% | 減碼 |
| Raymond James Trust N.A. | 10,755 | $202.3 萬 | 0.06% | −110−1.0% | 減碼 |
| Pensionfund Sabic | 10,700 | $201.2 萬 | 0.67% | 00.0% | 不變 |
| Vectors Research Management, LLC | 10,692 | $201.1 萬 | 0.57% | −419−3.8% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 10,623 | $199.8 萬 | 0.65% | −374−3.4% | 減碼 |
| Front Row Advisors LLC | 10,492 | $197.3 萬 | 0.88% | −819−7.2% | 減碼 |
| WSFS Capital Management, LLC | 10,467 | $196.9 萬 | 0.18% | −1,172−10.1% | 減碼 |
| Park Avenue Securities LLC | 10,312 | $193.9 萬 | 0.03% | +137+1.3% | 加碼 |
| Lincoln National Corp | 10,230 | $192.4 萬 | 0.04% | +261+2.6% | 加碼 |
| Cohen Klingenstein LLC | 10,000 | $188.1 萬 | 0.08% | 00.0% | 不變 |
| Brighton Jones LLC | 9,973 | $187.6 萬 | 0.09% | −3,825−27.7% | 減碼 |
| Courier Capital LLC | 9,880 | $185.8 萬 | 0.15% | +9,880 | 新進 |
| Advisory Services Network, LLC | 9,773 | $183.8 萬 | 0.05% | −9−0.1% | 減碼 |
| Tealwood Asset Management Inc | 9,744 | $183.3 萬 | 0.89% | −75−0.8% | 減碼 |
| Chatham Capital Group, Inc. | 9,710 | $182.6 萬 | 0.38% | −100−1.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 9,709 | $182.6 萬 | 0.07% | 00.0% | 不變 |
| Cetera Advisors LLC | 9,702 | $182.5 萬 | 0.03% | +5,025+107.4% | 加碼 |
| Delap Wealth Advisory, LLC | 9,673 | $181.9 萬 | 1.78% | −321−3.2% | 減碼 |
| Veriti Management LLC | 9,663 | $181.7 萬 | 0.20% | +570+6.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,595 | $180.5 萬 | 0.04% | +15+0.2% | 加碼 |
| Wealth Alliance | 9,530 | $179.2 萬 | 0.27% | −43−0.4% | 減碼 |
| Grimes & Company, Inc. | 9,405 | $176.9 萬 | 0.06% | −113−1.2% | 減碼 |
| Kinsale Capital Group, Inc. | 9,311 | $175.1 萬 | 1.06% | +4,370+88.4% | 加碼 |
| Balentine LLC | 9,297 | $174.9 萬 | 0.06% | +839+9.9% | 加碼 |
| Greenleaf Trust | 9,288 | $174.7 萬 | 0.02% | −602−6.1% | 減碼 |
| Verition Fund Management LLC | 9,237 | $173.7 萬 | 0.03% | −2,171−19.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,189 | $172.8 萬 | 0.11% | +321+3.6% | 加碼 |
| Mission Wealth Management, LP | 9,187 | $172.8 萬 | 0.07% | +77+0.8% | 加碼 |
| Cary Street Partners Asset Management LLC | 9,185 | $172.8 萬 | 0.32% | −150−1.6% | 減碼 |
| Caxton Associates LP | 9,156 | $172.2 萬 | 0.25% | −3,159−25.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 9,104 | $171.2 萬 | 0.09% | +52+0.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,067 | $170.5 萬 | 0.08% | −890−8.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 9,012 | $169.5 萬 | 0.01% | −710−7.3% | 減碼 |
| Capital Asset Advisory Services LLC | 9,053 | $169.0 萬 | 0.12% | +284+3.2% | 加碼 |
| PFG Advisors | 8,895 | $167.3 萬 | 0.13% | +888+11.1% | 加碼 |
| RMR Wealth Builders | 8,848 | $166.4 萬 | 0.28% | +6+0.1% | 加碼 |
| Savant Capital, LLC | 8,806 | $165.6 萬 | 0.03% | +5,380+157.0% | 加碼 |
| Fiduciary Trust Co | 8,772 | $165.0 萬 | 0.03% | −757−7.9% | 減碼 |
| Chesley Taft & Associates LLC | 8,695 | $163.5 萬 | 0.10% | −25−0.3% | 減碼 |
| GTS Securities LLC | 8,565 | $161.1 萬 | 0.05% | +8,565 | 新進 |
| MAI Capital Management | 8,544 | $160.7 萬 | 0.02% | +859+11.2% | 加碼 |
| United Capital Financial Advisers, LLC | 8,542 | $160.7 萬 | 0.01% | −2,517−22.8% | 減碼 |
| Signaturefd, LLC | 8,538 | $160.6 萬 | 0.04% | +261+3.2% | 加碼 |
| Neville Rodie & Shaw Inc | 8,530 | $160.4 萬 | 0.14% | 00.0% | 不變 |
| Simplex Trading, LLC | 8,529 | $160.4 萬 | 0.07% | +8,529 | 新進 |
| Evercore Wealth Management, LLC | 8,519 | $160.2 萬 | 0.03% | +150+1.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 8,514 | $160.1 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. LLC | 8,514 | $160.1 萬 | 0.03% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 8,439 | $158.7 萬 | 0.36% | −254−2.9% | 減碼 |
| Sweet Financial Partners, LLC | 8,439 | $158.7 萬 | 0.41% | +2,502+42.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 8,407 | $158.1 萬 | 0.05% | +8,407 | 新進 |
| Qtron Investments LLC | 8,398 | $157.9 萬 | 0.30% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,318 | $156.4 萬 | 0.05% | −83−1.0% | 減碼 |
| LS Investment Advisors, LLC | 8,258 | $155.3 萬 | 0.27% | 00.0% | 不變 |
| Comerica Securities,inc. | 8,225 | $154.7 萬 | 0.11% | −33−0.4% | 減碼 |
| WBI Investments | 8,195 | $154.1 萬 | 0.28% | +3,278+66.7% | 加碼 |
| TD Private Client Wealth LLC | 8,070 | $152.2 萬 | 0.07% | −69−0.8% | 減碼 |
| DFPG Investments, LLC | 8,099 | $151.7 萬 | 0.14% | +71+0.9% | 加碼 |
| Wimmer Associates 1, LLC | 8,055 | $151.5 萬 | 0.91% | −115−1.4% | 減碼 |
| Quantinno Capital Management LP | 8,003 | $150.5 萬 | 0.09% | +1,893+31.0% | 加碼 |
| Avantax Advisory Services, Inc. | 8,000 | $150.5 萬 | 0.02% | +572+7.7% | 加碼 |
| Enterprise Bank & Trust Co | 7,989 | $150.3 萬 | 0.57% | −50−0.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 7,983 | $150.1 萬 | 0.16% | +78+1.0% | 加碼 |
| Quadrant Capital Group LLC | 7,926 | $149.1 萬 | 0.15% | −246−3.0% | 減碼 |
| LMCG Investments, LLC | 7,923 | $149.0 萬 | 0.10% | −55−0.7% | 減碼 |
| Banco Santander, S.A. | 7,792 | $146.6 萬 | 0.02% | −390−4.8% | 減碼 |
| TCTC Holdings, LLC | 7,738 | $145.5 萬 | 0.06% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,727 | $145.3 萬 | 0.02% | −7−0.1% | 減碼 |
| Lantz Financial LLC | 7,690 | $144.6 萬 | 0.57% | +16+0.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 7,615 | $143.2 萬 | 0.02% | +7,615 | 新進 |
| Kestra Private Wealth Services, LLC | 7,567 | $142.3 萬 | 0.05% | +228+3.1% | 加碼 |
| Summit Financial, LLC | 7,468 | $140.5 萬 | 0.10% | −198−2.6% | 減碼 |
| TrinityPoint Wealth, LLC | 7,450 | $140.1 萬 | 0.27% | +30.0% | 加碼 |
| D.A. Davidson & Co. | 7,444 | $140.0 萬 | 0.01% | +937+14.4% | 加碼 |
| Clearstead Advisors, LLC | 7,411 | $139.4 萬 | 0.08% | −195−2.6% | 減碼 |
| Coldstream Capital Management Inc | 7,408 | $139.3 萬 | 0.04% | +198+2.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,294 | $137.2 萬 | 0.02% | 00.0% | 不變 |