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 3 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2023/9/30 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
- 1,294
- 較 2023 年第 2 季 +51 家
- 持有股數
- 4.31 億
- 較 2023 年第 2 季 −329.5 萬 (−0.8%)
- 總市值
- $819.8 億
- 較 2023 年第 2 季 +$6.27 億 (+0.8%)
- 新進機構
- 115
- 另有 459 家加碼
- 清倉機構
- 64
- 另有 496 家減碼
另有 15 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 841 | $16.0 萬 | 0.01% | −6−0.7% | 減碼 |
| Milestone Investment Advisors LLC | 889 | $16.9 萬 | 0.05% | +889 | 新進 |
| Kelly Lawrence W & Associates Inc | 900 | $17.1 萬 | 0.05% | 00.0% | 不變 |
| American State Bank (Iowa) | 901 | $17.1 萬 | 0.12% | −74−7.6% | 減碼 |
| Baldwin Brothers Inc | 916 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| Chelsea Counsel Co | 925 | $17.6 萬 | 0.09% | −25−2.6% | 減碼 |
| Magellan Asset Management Ltd | 983 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 1,052 | $20.0 萬 | 0.13% | −136−11.4% | 減碼 |
| BSW Wealth Partners | 1,053 | $20.0 萬 | 0.04% | −2,331−68.9% | 減碼 |
| Gryphon Financial Partners LLC | 1,060 | $20.2 萬 | 0.05% | −14−1.3% | 減碼 |
| Whalerock Point Partners, LLC | 1,063 | $20.2 萬 | 0.07% | 00.0% | 不變 |
| Foster Dykema Cabot & Co Inc | 1,068 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| Mirova | 1,069 | $20.3 萬 | 0.04% | −2,762−72.1% | 減碼 |
| International Assets Investment Management, LLC | 1,059 | $20.4 萬 | 0.03% | +1,059 | 新進 |
| Grove Bank & Trust | 1,079 | $20.5 萬 | 0.04% | +146+15.6% | 加碼 |
| Essex Savings Bank | 1,082 | $20.6 萬 | 0.07% | +1+0.1% | 加碼 |
| Garde Capital, Inc. | 1,080 | $20.6 萬 | 0.02% | +10+0.9% | 加碼 |
| Destination Wealth Management | 1,083 | $20.6 萬 | 0.01% | −14−1.3% | 減碼 |
| Parkside Financial Bank & Trust | 1,092 | $20.8 萬 | 0.05% | +114+11.7% | 加碼 |
| Warren Averett Asset Management, LLC | 1,095 | $20.8 萬 | 0.01% | +1,095 | 新進 |
| Ballast, Inc. | 1,095 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| First Foundation Advisors | 1,097 | $20.9 萬 | 0.01% | −435−28.4% | 減碼 |
| ICA Group Wealth Management, LLC | 1,110 | $21.1 萬 | 0.06% | +15+1.4% | 加碼 |
| Riverview Trust Co | 1,110 | $21.1 萬 | 0.19% | −15−1.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 1,112 | $21.2 萬 | 0.04% | +11+1.0% | 加碼 |
| Ropes Wealth Advisors LLC | 1,114 | $21.2 萬 | 0.04% | +1,114 | 新進 |
| Allworth Financial LP | 1,117 | $21.3 萬 | 0.00% | +187+20.1% | 加碼 |
| Beck Mack & Oliver LLC | 1,120 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Kure Advisory, LLC | 1,148 | $21.8 萬 | 0.12% | +1,148 | 新進 |
| Hollencrest Capital Management | 1,149 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Trust Investment Advisors | 1,160 | $22.1 萬 | 0.19% | +1,160 | 新進 |
| Keel Point, LLC | 1,161 | $22.1 萬 | 0.03% | +25+2.2% | 加碼 |
| FSM Wealth Advisors, LLC | 1,164 | $22.2 萬 | 0.11% | +1,164 | 新進 |
| Milestone Advisory Partners | 1,179 | $22.4 萬 | 0.19% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 1,181 | $22.5 萬 | 0.02% | +1,181 | 新進 |
| Insigneo Advisory Services, LLC | 1,183 | $22.5 萬 | 0.05% | +1,183 | 新進 |
| Rossmore Private Capital | 1,185 | $22.6 萬 | 0.03% | −28−2.3% | 減碼 |
| WestHill Financial Advisors, Inc. | 1,191 | $22.7 萬 | 0.07% | −42−3.4% | 減碼 |
| Telemus Capital, LLC | 1,196 | $22.8 萬 | 0.02% | −223−15.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,200 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 1,200 | $22.8 萬 | 0.56% | 00.0% | 不變 |
| Fernwood Investment Management, LLC | 1,200 | $22.8 萬 | 0.08% | 00.0% | 不變 |
| Perpetual Ltd | 1,200 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 1,200 | $22.8 萬 | 0.08% | 00.0% | 不變 |
| Granite FO LLC | 1,200 | $22.8 萬 | 0.16% | 00.0% | 不變 |
| Marcum Wealth, LLC | 1,202 | $22.9 萬 | 0.03% | −27−2.2% | 減碼 |
| Nations Financial Group Inc, | 1,203 | $22.9 萬 | 0.02% | −139−10.4% | 減碼 |
| Bristlecone Advisors, LLC | 1,203 | $22.9 萬 | 0.03% | +59+5.2% | 加碼 |
| Evoke Wealth, LLC | 1,205 | $22.9 萬 | 0.01% | +1,205 | 新進 |
| First Nebraska Trust Co | 1,206 | $23.0 萬 | 0.03% | +1,206 | 新進 |
| Ameritas Advisory Services, LLC | 1,209 | $23.0 萬 | 0.01% | +1,209 | 新進 |
| Middleton & Co Inc | 1,210 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| New England Professional Planning Group Inc. | 1,211 | $23.0 萬 | 0.14% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 1,220 | $23.2 萬 | 0.00% | +19+1.6% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,228 | $23.4 萬 | 0.01% | +70+6.0% | 加碼 |
| Pointe Capital Management LLC | 1,229 | $23.4 萬 | 0.18% | +9+0.7% | 加碼 |
| Northside Capital Management, LLC | 1,235 | $23.5 萬 | 0.05% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 1,247 | $23.7 萬 | 0.01% | +100+8.7% | 加碼 |
| Dempze Nancy E | 1,250 | $23.8 萬 | 0.21% | −105−7.7% | 減碼 |
| Twin Focus Capital Partners, LLC | 1,253 | $23.9 萬 | 0.05% | −421−25.1% | 減碼 |
| Everett Harris & Co | 1,262 | $24.0 萬 | 0.00% | +33+2.7% | 加碼 |
| Vista Wealth Management Group, LLC | 1,267 | $24.1 萬 | 0.02% | −2−0.2% | 減碼 |
| Lindbrook Capital, LLC | 1,270 | $24.2 萬 | 0.03% | +85+7.2% | 加碼 |
| Nichols & Pratt Advisers LLP | 1,277 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Ignite Planners, LLC | 1,267 | $24.3 萬 | 0.07% | +52+4.3% | 加碼 |
| Thrive Capital Management, LLC | 1,279 | $24.3 萬 | 0.13% | +1+0.1% | 加碼 |
| Brown Shipley& Co Ltd | 1,284 | $24.4 萬 | 0.13% | −264−17.1% | 減碼 |
| Rockland Trust Co | 1,288 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 1,293 | $24.6 萬 | 0.14% | +96+8.0% | 加碼 |
| Catalyst Financial Partners LLC | 1,294 | $24.6 萬 | 0.08% | +109+9.2% | 加碼 |
| Drive Wealth Management, LLC | 1,300 | $24.7 萬 | 0.09% | +83+6.8% | 加碼 |
| Alta Advisers Ltd | 1,300 | $24.7 萬 | 0.14% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 1,304 | $24.8 萬 | 0.06% | +1,304 | 新進 |
| Riverwater Partners LLC | 1,312 | $25.0 萬 | 0.23% | −141−9.7% | 減碼 |
| Childress Capital Advisors, LLC | 1,313 | $25.0 萬 | 0.08% | +1,313 | 新進 |
| EP Wealth Advisors, LLC | 1,316 | $25.0 萬 | 0.00% | +1,316 | 新進 |
| Redwood Investment Management, LLC | 1,321 | $25.1 萬 | 0.02% | +1,321 | 新進 |
| Nwam LLC | 1,324 | $25.2 萬 | 0.03% | −302−18.6% | 減碼 |
| Spartan Planning & Wealth Management | 1,332 | $25.3 萬 | 0.30% | +1,332 | 新進 |
| Farmers & Merchants Investments Inc | 1,338 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 1,345 | $25.6 萬 | 0.00% | +22+1.7% | 加碼 |
| Alphadyne Asset Management LP | 1,345 | $25.6 萬 | 0.12% | +1,345 | 新進 |
| Vicus Capital | 1,346 | $25.6 萬 | 0.03% | +1,346 | 新進 |
| Rice Hall James & Associates, LLC | 1,350 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Court Place Advisors, LLC | 1,350 | $25.7 萬 | 0.09% | 00.0% | 不變 |
| Glenview Trust Co | 1,355 | $25.8 萬 | 0.01% | −26−1.9% | 減碼 |
| Joel Isaacson & Co., LLC | 1,361 | $25.9 萬 | 0.02% | −9−0.7% | 減碼 |
| ORG Partners LLC | 1,364 | $26.0 萬 | 0.08% | +1,364 | 新進 |
| Umb Bank N A | 1,365 | $26.0 萬 | 0.00% | +76+5.9% | 加碼 |
| Central Trust Co | 1,373 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 1,376 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 1,376 | $26.2 萬 | 0.01% | +6+0.4% | 加碼 |
| Aprio Wealth Management, LLC | 1,384 | $26.3 萬 | 0.07% | +1,384 | 新進 |
| Capital Wealth Planning, LLC | 1,400 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Inscription Capital, LLC | 1,415 | $26.9 萬 | 0.09% | −740−34.3% | 減碼 |
| L2 Asset Management, LLC | 144 | $27.1 萬 | 0.13% | −1,134−88.7% | 減碼 |
| Diligent Investors, LLC | 1,425 | $27.1 萬 | 0.08% | 00.0% | 不變 |
| Old National Bancorp | 1,426 | $27.1 萬 | 0.01% | −8−0.6% | 減碼 |
| PFS Partners, LLC | 1,434 | $27.3 萬 | 0.24% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 1,435 | $27.3 萬 | 0.04% | −73−4.8% | 減碼 |