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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 4,400 | $82.8 萬 | 0.07% | +195+4.6% | 加碼 |
| West Family Investments, Inc. | 4,379 | $82.4 萬 | 0.32% | +48+1.1% | 加碼 |
| Buckley Wealth Management, LLC | 4,348 | $81.8 萬 | 0.28% | +1,116+34.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 4,330 | $81.4 萬 | 0.09% | −1,385−24.2% | 減碼 |
| Stephens Inc | 4,297 | $80.8 萬 | 0.01% | −6−0.1% | 減碼 |
| HM Payson & Co | 4,293 | $80.7 萬 | 0.02% | −3,450−44.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,175 | $78.5 萬 | 0.09% | −345−7.6% | 減碼 |
| Gateway Investment Advisers LLC | 4,157 | $78.2 萬 | 0.01% | −132−3.1% | 減碼 |
| McAdam, LLC | 4,154 | $78.1 萬 | 0.06% | +17+0.4% | 加碼 |
| Bryn Mawr Trust Co | 4,118 | $77.5 萬 | 0.03% | +436+11.8% | 加碼 |
| 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 |
| Financial Counselors Inc | 4,070 | $76.5 萬 | 0.02% | −125−3.0% | 減碼 |
| Dakota Wealth Management | 4,041 | $76.0 萬 | 0.04% | +102+2.6% | 加碼 |
| Atlantic Union Bankshares Corp | 4,028 | $75.8 萬 | 0.08% | 00.0% | 不變 |
| Western Wealth Management, LLC | 4,005 | $75.3 萬 | 0.06% | −13−0.3% | 減碼 |
| GM Advisory Group, Inc. | 3,986 | $75.0 萬 | 0.06% | +3,986 | 新進 |
| Procyon Private Wealth Partners, LLC | 3,976 | $74.8 萬 | 0.09% | −11−0.3% | 減碼 |
| Fulton Bank, N.A. | 3,976 | $74.8 萬 | 0.04% | +243+6.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,970 | $74.7 萬 | 0.01% | +139+3.6% | 加碼 |
| Fidelis Capital Partners, LLC | 3,953 | $74.3 萬 | 0.27% | +367+10.2% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 3,917 | $73.7 萬 | 0.31% | −685−14.9% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 3,891 | $73.2 萬 | 0.17% | −49−1.2% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,862 | $72.6 萬 | 0.23% | +8+0.2% | 加碼 |
| Amplius Wealth Advisors, LLC | 3,860 | $72.6 萬 | 0.10% | −7−0.2% | 減碼 |
| Kenfarb & Co. | 3,855 | $72.5 萬 | 0.63% | 00.0% | 不變 |
| Mirova | 3,831 | $72.1 萬 | 0.13% | −4,712−55.2% | 減碼 |
| Vise Technologies, Inc. | 3,816 | $71.8 萬 | 0.17% | +186+5.1% | 加碼 |
| ASB Consultores, LLC | 3,793 | $71.3 萬 | 0.35% | −26−0.7% | 減碼 |
| VeraBank, N.A. | 3,790 | $71.3 萬 | 0.27% | 00.0% | 不變 |
| First Manhattan Co | 3,776 | $71.0 萬 | 0.00% | −809−17.6% | 減碼 |
| Northwest Bank & Trust Co | 3,769 | $70.9 萬 | 0.68% | +3,769 | 新進 |
| Conning Inc. | 3,768 | $70.9 萬 | 0.02% | −440−10.5% | 減碼 |
| JSF Financial, LLC | 3,748 | $70.5 萬 | 0.25% | +3,748 | 新進 |
| Hutchinson Capital Management | 3,742 | $70.4 萬 | 0.17% | +4+0.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $70.0 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,723 | $70.0 萬 | 0.01% | +289+8.4% | 加碼 |
| Ellevest, Inc. | 3,649 | $68.6 萬 | 0.05% | −56−1.5% | 減碼 |
| XTX Topco Ltd | 3,647 | $68.6 萬 | 0.12% | +3,647 | 新進 |
| Hilltop Holdings Inc. | 3,647 | $68.6 萬 | 0.08% | −16−0.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 3,646 | $68.6 萬 | 0.01% | −145−3.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,611 | $67.9 萬 | 0.09% | +23+0.6% | 加碼 |
| Atlas Private Wealth Management | 3,601 | $67.7 萬 | 0.36% | +687+23.6% | 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 |
| Shira Ridge Wealth Management | 3,592 | $67.6 萬 | 0.42% | +548+18.0% | 加碼 |
| Nicolet Bankshares Inc | 5,559 | $67.4 萬 | 0.19% | +1,734+45.3% | 加碼 |
| Mirabella Financial Services LLP | 3,580 | $67.3 萬 | 0.08% | +3,580 | 新進 |
| Gladstone Institutional Advisory LLC | 3,562 | $67.0 萬 | 0.04% | −1,182−24.9% | 減碼 |
| Summit Trail Advisors, LLC | 3,555 | $66.9 萬 | 0.03% | +1,596+81.5% | 加碼 |
| Caldwell Trust Co | 3,539 | $66.6 萬 | 0.09% | +83+2.4% | 加碼 |
| Graypoint LLC | 3,537 | $66.5 萬 | 0.07% | +368+11.6% | 加碼 |
| Sentry Investment Management LLC | 3,519 | $66.2 萬 | 0.25% | 00.0% | 不變 |
| 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 |
| Atria Wealth Solutions, Inc. | 3,440 | $64.7 萬 | 0.01% | −87−2.5% | 減碼 |
| BSW Wealth Partners | 3,384 | $63.7 萬 | 0.13% | 00.0% | 不變 |
| Sterling Investment Counsel, LLC | 3,373 | $63.4 萬 | 0.34% | +3,373 | 新進 |
| Summit Global Investments | 3,313 | $62.3 萬 | 0.04% | +2+0.1% | 加碼 |
| ExodusPoint Capital Management, LP | 3,309 | $62.2 萬 | 0.01% | −98,711−96.8% | 減碼 |
| Archvest Wealth Advisors, Inc. | 3,302 | $62.1 萬 | 0.51% | −23−0.7% | 減碼 |
| Fisher Asset Management, LLC | 3,281 | $61.7 萬 | 0.00% | +963+41.5% | 加碼 |
| Machina Capital S.A.S. | 3,270 | $61.5 萬 | 0.35% | +3,270 | 新進 |
| Abbrea Capital, LLC | 3,257 | $61.3 萬 | 0.09% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $61.1 萬 | 0.11% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $61.0 萬 | 0.11% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 3,222 | $60.6 萬 | 0.04% | −141−4.2% | 減碼 |
| AMG National Trust Bank | 3,219 | $60.5 萬 | 0.02% | +777+31.8% | 加碼 |
| Gilbert & Cook, Inc. | 3,217 | $60.5 萬 | 0.10% | +1,149+55.6% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $60.2 萬 | 0.13% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,197 | $60.1 萬 | 0.16% | +48+1.5% | 加碼 |
| 44 Wealth Management LLC | 3,190 | $60.0 萬 | 0.20% | −41−1.3% | 減碼 |
| Integrated Wealth Concepts LLC | 3,169 | $59.6 萬 | 0.01% | +1,178+59.2% | 加碼 |
| Bill Few Associates, Inc. | 3,150 | $59.2 萬 | 0.31% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 3,150 | $59.2 萬 | 0.04% | 00.0% | 不變 |
| Waller Financial Planning Group, Inc | 3,134 | $58.9 萬 | 0.16% | +10+0.3% | 加碼 |
| Stiles Financial Services Inc | 3,103 | $58.4 萬 | 0.29% | −409−11.6% | 減碼 |
| Defined Wealth Management, LLC | 3,097 | $58.2 萬 | 0.49% | +2+0.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,093 | $58.2 萬 | 0.01% | +1,038+50.5% | 加碼 |
| Empower Advisory Group, LLC | 3,093 | $58.2 萬 | 0.00% | −16−0.5% | 減碼 |
| Strategic Blueprint, LLC | 3,082 | $58.0 萬 | 0.06% | +72+2.4% | 加碼 |
| Adviser Investments LLC | 3,079 | $57.9 萬 | 0.01% | +3,079 | 新進 |
| Opus Capital Group, LLC | 3,074 | $57.8 萬 | 0.10% | −17−0.5% | 減碼 |
| Chesapeake Asset Management LLC | 3,047 | $57.3 萬 | 0.52% | +95+3.2% | 加碼 |
| Waldron Private Wealth LLC | 3,042 | $57.2 萬 | 0.03% | +175+6.1% | 加碼 |
| 9258 Wealth Management, LLC | 3,037 | $57.1 萬 | 0.11% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 3,036 | $57.1 萬 | 0.03% | −139−4.4% | 減碼 |
| North Star Asset Management Inc | 3,016 | $56.7 萬 | 0.03% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,970 | $55.9 萬 | 0.41% | −151−4.8% | 減碼 |
| Montag A & Associates Inc | 2,927 | $55.1 萬 | 0.03% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 2,900 | $54.5 萬 | 0.27% | −280−8.8% | 減碼 |
| James Hambro & Partners | 2,885 | $54.2 萬 | 0.04% | −1,625−36.0% | 減碼 |
| Legacy Wealth Asset Management, LLC | 2,867 | $53.9 萬 | 0.19% | +3+0.1% | 加碼 |
| Strid Group, LLC | 2,864 | $53.9 萬 | 0.11% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,860 | $53.8 萬 | 0.49% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,832 | $53.3 萬 | 0.04% | −15−0.5% | 減碼 |
| Leonteq Securities AG | 2,800 | $52.7 萬 | 0.05% | −454−14.0% | 減碼 |
| X-Square Capital, LLC | 2,785 | $52.4 萬 | 0.35% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 2,784 | $52.4 萬 | 0.01% | −400−12.6% | 減碼 |
| National Asset Management, Inc. | 2,773 | $52.2 萬 | 0.01% | −168−5.7% | 減碼 |