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 |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 1,439 | $27.4 萬 | 0.20% | 00.0% | 不變 |
| ML & R Wealth Management LLC | 1,444 | $27.5 萬 | 0.07% | +42+3.0% | 加碼 |
| Columbia Trust Co 01012016 | 1,460 | $27.8 萬 | 0.16% | +83+6.0% | 加碼 |
| Veracity Capital LLC | 1,465 | $27.9 萬 | 0.13% | +2+0.1% | 加碼 |
| Arkadios Wealth Advisors | 1,478 | $28.1 萬 | 0.03% | +1,478 | 新進 |
| Dillon & Associates Inc | 1,500 | $28.5 萬 | 0.05% | −17−1.1% | 減碼 |
| Boothbay Fund Management, LLC | 1,503 | $28.6 萬 | 0.01% | −13,447−89.9% | 減碼 |
| Wesbanco Bank Inc | 1,505 | $28.6 萬 | 0.01% | −4,599−75.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 1,512 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Resources Management Corp | 1,515 | $28.8 萬 | 0.05% | 00.0% | 不變 |
| Johnson & White Wealth Management, LLC | 1,519 | $28.9 萬 | 0.26% | +1,519 | 新進 |
| Evergreen Capital Management LLC | 1,524 | $29.0 萬 | 0.01% | +38+2.6% | 加碼 |
| Merrion Investment Management Co, LLC | 1,531 | $29.1 萬 | 0.25% | +1,531 | 新進 |
| Continuum Advisory, LLC | 1,532 | $29.2 萬 | 0.05% | −20−1.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,536 | $29.2 萬 | 0.01% | +1,536 | 新進 |
| XTX Topco Ltd | 1,539 | $29.3 萬 | 0.05% | −2,108−57.8% | 減碼 |
| Detalus Advisors, LLC | 1,541 | $29.3 萬 | 0.14% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 1,551 | $29.5 萬 | 0.01% | +354+29.6% | 加碼 |
| Bailard, Inc. | 1,555 | $29.6 萬 | 0.01% | −24−1.5% | 減碼 |
| Arete Wealth Advisors, LLC | 1,558 | $29.7 萬 | 0.05% | +71+4.8% | 加碼 |
| Appleton Partners Inc | 1,566 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Advisory Research Inc | 1,571 | $29.9 萬 | 0.04% | −25−1.6% | 減碼 |
| Kessler Investment Group, LLC | 1,572 | $29.9 萬 | 0.25% | −31−1.9% | 減碼 |
| Gateway Advisory, LLC | 1,572 | $29.9 萬 | 0.06% | +1,572 | 新進 |
| Carret Asset Management, LLC | 1,580 | $30.1 萬 | 0.04% | 00.0% | 不變 |
| Capital Management Corp | 1,580 | $30.1 萬 | 0.07% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 1,582 | $30.1 萬 | 0.35% | −31−1.9% | 減碼 |
| Provence Wealth Management Group | 1,584 | $30.1 萬 | 0.18% | +275+21.0% | 加碼 |
| Trust Co of Virginia | 1,585 | $30.2 萬 | 0.03% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 1,588 | $30.2 萬 | 0.10% | +4+0.3% | 加碼 |
| Colonial Trust Co | 1,549 | $30.3 萬 | 0.07% | +59+4.0% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,597 | $30.4 萬 | 0.07% | −30−1.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,601 | $30.5 萬 | 0.03% | −13−0.8% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $30.5 萬 | 0.17% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 1,604 | $30.5 萬 | 0.04% | +181+12.7% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $30.6 萬 | 0.20% | 00.0% | 不變 |
| Smith, Salley & Associates | 1,610 | $30.6 萬 | 0.02% | −4−0.2% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,611 | $30.7 萬 | 0.04% | −53−3.2% | 減碼 |
| Investment Partners, Ltd. | 1,612 | $30.7 萬 | 0.16% | +1,612 | 新進 |
| Fayez Sarofim & Co | 1,614 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Dechtman Wealth Management, LLC | 1,625 | $30.9 萬 | 0.09% | +2+0.1% | 加碼 |
| Meridian Wealth Advisors, LLC | 1,634 | $31.1 萬 | 0.08% | +1+0.1% | 加碼 |
| Ledyard National Bank | 1,635 | $31.1 萬 | 0.04% | −12−0.7% | 減碼 |
| Cedar Brook Financial Partners, LLC | 1,640 | $31.2 萬 | 0.08% | −356−17.8% | 減碼 |
| Bank of Nova Scotia Trust Co | 1,646 | $31.3 萬 | 0.04% | −503−23.4% | 減碼 |
| Norris Perne & French LLP | 1,650 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 1,628 | $31.5 萬 | 0.04% | −10−0.6% | 減碼 |
| Stiles Financial Services Inc | 1,659 | $31.6 萬 | 0.16% | −1,444−46.5% | 減碼 |
| Sterling Group Wealth Management, LLC | 1,660 | $31.6 萬 | 0.30% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 1,675 | $31.9 萬 | 0.04% | +1,675 | 新進 |
| Kinloch Capital, LLC | 1,682 | $32.0 萬 | 0.20% | −24−1.4% | 減碼 |
| Prospera Financial Services Inc | 1,676 | $32.0 萬 | 0.01% | +279+20.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| Clarkston Capital Partners, LLC | 1,725 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| Mark Stevens | 1,730 | $32.9 萬 | 0.04% | +397+29.8% | 加碼 |
| Brevan Howard Capital Management LP | 1,740 | $33.1 萬 | 0.10% | +1,740 | 新進 |
| Dynamic Technology Lab Private Ltd | 1,747 | $33.2 萬 | 0.03% | +1,747 | 新進 |
| Massmutual Trust Co FSB | 1,752 | $33.3 萬 | 0.01% | +180+11.5% | 加碼 |
| AdvisorNet Financial, Inc | 1,759 | $33.5 萬 | 0.03% | −108−5.8% | 減碼 |
| EagleClaw Capital Managment, LLC | 1,763 | $33.5 萬 | 0.08% | −200−10.2% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 1,775 | $33.8 萬 | 0.20% | −46−2.5% | 減碼 |
| Optas, LLC | 1,776 | $33.8 萬 | 0.11% | +25+1.4% | 加碼 |
| New Hampshire Trust | 1,778 | $33.8 萬 | 0.09% | 00.0% | 不變 |
| Mather Group, LLC. | 1,779 | $33.9 萬 | 0.01% | +147+9.0% | 加碼 |
| Modera Wealth Management, LLC | 1,781 | $33.9 萬 | 0.01% | +114+6.8% | 加碼 |
| Advance Capital Management, Inc. | 1,784 | $33.9 萬 | 0.03% | +1,784 | 新進 |
| Westover Capital Advisors, LLC | 1,790 | $34.1 萬 | 0.12% | −110−5.8% | 減碼 |
| Independent Advisor Alliance | 1,793 | $34.1 萬 | 0.02% | +1+0.1% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 1,798 | $34.2 萬 | 0.19% | +33+1.9% | 加碼 |
| Litman Gregory Asset Management LLC | 1,800 | $34.3 萬 | 0.04% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 1,800 | $34.3 萬 | 0.12% | 00.0% | 不變 |
| RDA Financial Network | 1,804 | $34.3 萬 | 0.15% | +100+5.9% | 加碼 |
| Humankind Investments LLC | 1,805 | $34.3 萬 | 0.14% | −102−5.3% | 減碼 |
| Ewa, LLC | 1,724 | $34.5 萬 | 0.22% | +140+8.8% | 加碼 |
| Cambridge Trust Co | 1,816 | $34.6 萬 | 0.02% | +35+2.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1,819 | $34.7 萬 | 0.05% | −238−11.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,827 | $34.8 萬 | 0.09% | −11−0.6% | 減碼 |
| Benjamin Edwards Inc | 1,837 | $35.0 萬 | 0.08% | +115+6.7% | 加碼 |
| Edgestream Partners, L.P. | 1,855 | $35.3 萬 | 0.03% | +1,855 | 新進 |
| First Citizens Bank & Trust Co | 1,856 | $35.3 萬 | 0.01% | +388+26.4% | 加碼 |
| Hall Laurie J Trustee | 1,860 | $35.5 萬 | 0.15% | −350−15.8% | 減碼 |
| Abner Herrman & Brock LLC | 1,870 | $35.6 萬 | 0.05% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 1,881 | $35.8 萬 | 0.16% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 1,926 | $35.8 萬 | 0.06% | 00.0% | 不變 |
| MCF Advisors LLC | 1,894 | $36.0 萬 | 0.03% | +199+11.7% | 加碼 |
| Journey Advisory Group, LLC | 1,920 | $36.5 萬 | 0.05% | 00.0% | 不變 |
| CKW Financial Group | 1,923 | $36.6 萬 | 0.06% | −2,627−57.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 1,927 | $36.7 萬 | 0.07% | +127+7.1% | 加碼 |
| Fisher Asset Management, LLC | 1,929 | $36.7 萬 | 0.00% | −1,352−41.2% | 減碼 |
| Trust Co of Toledo NA | 1,934 | $36.8 萬 | 0.07% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 1,939 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 1,953 | $37.2 萬 | 0.04% | −21−1.1% | 減碼 |
| Davis R M Inc | 1,953 | $37.2 萬 | 0.01% | +6+0.3% | 加碼 |
| Wallace Capital Management Inc. | 1,960 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| Wedbush Securities Inc | 1,970 | $37.5 萬 | 0.02% | −51−2.5% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,981 | $37.7 萬 | 0.04% | +1+0.1% | 加碼 |
| Roble, Belko & Company, Inc | 1,987 | $37.8 萬 | 0.08% | 00.0% | 不變 |
| Covenant Partners, LLC | 1,988 | $37.8 萬 | 0.14% | −737−27.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 1,996 | $38.0 萬 | 0.03% | −836−29.5% | 減碼 |
| S&CO Inc | 2,000 | $38.0 萬 | 0.03% | 00.0% | 不變 |