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 |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 3,062 | $58.3 萬 | 0.20% | +3,062 | 新進 |
| Baader Bank INC | 3,073 | $58.5 萬 | 0.05% | +3,073 | 新進 |
| Level Four Advisory Services, LLC | 3,074 | $58.5 萬 | 0.04% | +38+1.3% | 加碼 |
| Strategic Blueprint, LLC | 3,089 | $58.8 萬 | 0.05% | +7+0.2% | 加碼 |
| Adviser Investments LLC | 3,101 | $59.0 萬 | 0.01% | +22+0.7% | 加碼 |
| Defined Wealth Management, LLC | 3,113 | $59.2 萬 | 0.51% | +16+0.5% | 加碼 |
| Summit Global Investments | 3,125 | $59.5 萬 | 0.04% | −188−5.7% | 減碼 |
| Waller Financial Planning Group, Inc | 3,146 | $59.9 萬 | 0.17% | +12+0.4% | 加碼 |
| Bill Few Associates, Inc. | 3,150 | $59.9 萬 | 0.31% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 3,158 | $60.1 萬 | 0.04% | +8+0.3% | 加碼 |
| Integrated Wealth Concepts LLC | 3,190 | $60.7 萬 | 0.01% | +21+0.7% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $60.9 萬 | 0.14% | 00.0% | 不變 |
| National Asset Management, Inc. | 3,201 | $60.9 萬 | 0.02% | +428+15.4% | 加碼 |
| AMG National Trust Bank | 3,204 | $61.0 萬 | 0.02% | −15−0.5% | 減碼 |
| Waldron Private Wealth LLC | 3,237 | $61.6 萬 | 0.03% | +195+6.4% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $61.7 萬 | 0.11% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $61.8 萬 | 0.11% | 00.0% | 不變 |
| Abbrea Capital, LLC | 3,259 | $62.0 萬 | 0.10% | +2+0.1% | 加碼 |
| Empower Advisory Group, LLC | 3,286 | $62.5 萬 | 0.00% | +193+6.2% | 加碼 |
| Thrive Wealth Management, LLC | 3,292 | $62.6 萬 | 0.17% | +95+3.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,295 | $62.7 萬 | 0.04% | −267−7.5% | 減碼 |
| Ostrum Asset Management | 3,392 | $64.5 萬 | 0.06% | −2,870−45.8% | 減碼 |
| Buckley Wealth Management, LLC | 3,396 | $64.6 萬 | 0.24% | −952−21.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,399 | $64.7 萬 | 0.11% | +2,591+320.7% | 加碼 |
| Hilltop Holdings Inc. | 3,428 | $65.2 萬 | 0.08% | −219−6.0% | 減碼 |
| Chesapeake Asset Management LLC | 3,463 | $65.9 萬 | 0.64% | +416+13.7% | 加碼 |
| Kathmere Capital Management, LLC | 3,470 | $66.0 萬 | 0.10% | +827+31.3% | 加碼 |
| HRT Financial LP | 3,481 | $66.2 萬 | 0.01% | −31,629−90.1% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 3,480 | $66.2 萬 | 0.34% | −437−11.2% | 減碼 |
| Dakota Wealth Management | 3,484 | $66.3 萬 | 0.03% | −557−13.8% | 減碼 |
| Noesis Capital Mangement Corp | 3,500 | $66.6 萬 | 0.17% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $66.6 萬 | 0.29% | 00.0% | 不變 |
| Caldwell Trust Co | 3,514 | $66.9 萬 | 0.09% | −25−0.7% | 減碼 |
| Nicolet Bankshares Inc | 3,518 | $66.9 萬 | 0.21% | −2,041−36.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 3,536 | $67.3 萬 | 0.01% | −110−3.0% | 減碼 |
| AIA Group Ltd | 3,576 | $68.1 萬 | 0.03% | +3,576 | 新進 |
| Shira Ridge Wealth Management | 3,590 | $68.3 萬 | 0.45% | −2−0.1% | 減碼 |
| UniSuper Management Pty Ltd | 3,600 | $68.5 萬 | 0.01% | 00.0% | 不變 |
| Graypoint LLC | 3,604 | $68.6 萬 | 0.06% | +67+1.9% | 加碼 |
| McAdam, LLC | 3,631 | $69.1 萬 | 0.06% | −523−12.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,647 | $69.4 萬 | 0.10% | +36+1.0% | 加碼 |
| Spire Wealth Management | 3,656 | $69.6 萬 | 0.03% | +2,558+233.0% | 加碼 |
| Hutchinson Capital Management | 3,718 | $70.8 萬 | 0.17% | −24−0.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $70.9 萬 | 0.01% | 00.0% | 不變 |
| Conning Inc. | 3,728 | $70.9 萬 | 0.03% | −40−1.1% | 減碼 |
| JSF Financial, LLC | 3,733 | $71.0 萬 | 0.28% | −15−0.4% | 減碼 |
| Kenfarb & Co. | 3,755 | $71.5 萬 | 0.65% | −100−2.6% | 減碼 |
| Ellevest, Inc. | 3,758 | $71.5 萬 | 0.05% | +109+3.0% | 加碼 |
| Mirabella Financial Services LLP | 3,779 | $71.9 萬 | 0.10% | +199+5.6% | 加碼 |
| First Manhattan Co | 3,788 | $72.1 萬 | 0.00% | +12+0.3% | 加碼 |
| VeraBank, N.A. | 3,790 | $72.1 萬 | 0.28% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 3,853 | $73.3 萬 | 0.03% | +298+8.4% | 加碼 |
| Atlas Private Wealth Management | 3,871 | $73.7 萬 | 0.40% | +270+7.5% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,891 | $74.0 萬 | 0.18% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 3,908 | $74.4 萬 | 0.25% | +46+1.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,914 | $74.5 萬 | 0.01% | +191+5.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,925 | $74.7 萬 | 0.08% | −51−1.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,943 | $75.0 萬 | 0.02% | +850+27.5% | 加碼 |
| Fiducient Advisors LLC | 3,978 | $75.7 萬 | 0.04% | +3,978 | 新進 |
| Bryn Mawr Trust Co | 3,978 | $75.7 萬 | 0.03% | −140−3.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,983 | $75.8 萬 | 0.01% | +13+0.3% | 加碼 |
| Two Sigma Securities, LLC | 3,989 | $75.9 萬 | 0.04% | +2,787+231.9% | 加碼 |
| GM Advisory Group, Inc. | 3,999 | $76.1 萬 | 0.06% | +13+0.3% | 加碼 |
| Toews Corp | 4,000 | $76.1 萬 | 0.46% | +4,000 | 新進 |
| Atlantic Union Bankshares Corp | 4,028 | $76.7 萬 | 0.08% | 00.0% | 不變 |
| Financial Counselors Inc | 4,033 | $76.7 萬 | 0.02% | −37−0.9% | 減碼 |
| Western Wealth Management, LLC | 4,033 | $76.8 萬 | 0.06% | +28+0.7% | 加碼 |
| Gateway Investment Advisers LLC | 4,068 | $77.4 萬 | 0.01% | −89−2.1% | 減碼 |
| Stephens Inc | 4,098 | $78.0 萬 | 0.01% | −199−4.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,098 | $78.0 萬 | 0.08% | −77−1.8% | 減碼 |
| Fidelis Capital Partners, LLC | 4,154 | $79.1 萬 | 0.27% | +201+5.1% | 加碼 |
| Amplius Wealth Advisors, LLC | 4,161 | $79.2 萬 | 0.11% | +301+7.8% | 加碼 |
| Dark Forest Capital Management LP | 4,182 | $79.6 萬 | 0.07% | +4,182 | 新進 |
| Moloney Securities Asset Management, LLC | 4,187 | $79.7 萬 | 0.14% | +4,187 | 新進 |
| Personal Cfo Solutions, LLC | 4,205 | $80.0 萬 | 0.16% | +2,898+221.7% | 加碼 |
| Versor Investments LP | 4,303 | $81.9 萬 | 0.17% | +4,303 | 新進 |
| V-Square Quantitative Management LLC | 4,312 | $82.1 萬 | 0.36% | +1,342+45.2% | 加碼 |
| West Family Investments, Inc. | 4,379 | $83.3 萬 | 0.29% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,417 | $84.1 萬 | 0.04% | +441+11.1% | 加碼 |
| Sonnipe Ltd | 4,418 | $84.1 萬 | 0.12% | −203−4.4% | 減碼 |
| Quadrant Private Wealth Management, LLC | 4,435 | $84.4 萬 | 0.28% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 4,436 | $84.4 萬 | 0.08% | +36+0.8% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 4,516 | $85.9 萬 | 0.24% | +4,516 | 新進 |
| We Are One Seven, LLC | 4,544 | $86.5 萬 | 0.07% | −216−4.5% | 減碼 |
| JGP Wealth Management, LLC | 4,555 | $86.7 萬 | 0.15% | −52−1.1% | 減碼 |
| Charter Trust Co | 4,574 | $87.0 萬 | 0.07% | −142−3.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 4,588 | $87.3 萬 | 0.11% | +258+6.0% | 加碼 |
| Symmetry Partners, LLC | 4,599 | $87.5 萬 | 0.05% | 00.0% | 不變 |
| SRN Advisors, LLC | 4,634 | $88.2 萬 | 0.87% | +88+1.9% | 加碼 |
| Capital Investment Advisors, LLC | 4,643 | $88.4 萬 | 0.02% | +4,643 | 新進 |
| Oppenheimer & Co Inc | 4,671 | $88.9 萬 | 0.02% | −56−1.2% | 減碼 |
| Integrated Advisors Network LLC | 4,684 | $89.1 萬 | 0.05% | +67+1.5% | 加碼 |
| Vise Technologies, Inc. | 4,694 | $89.3 萬 | 0.22% | +878+23.0% | 加碼 |
| Global Retirement Partners, LLC | 4,693 | $89.7 萬 | 0.05% | +26+0.6% | 加碼 |
| United Capital Financial Advisers, LLC | 4,716 | $89.8 萬 | 0.01% | −3,826−44.8% | 減碼 |
| Manchester Capital Management LLC | 4,729 | $90.0 萬 | 0.13% | +194+4.3% | 加碼 |
| Clarius Group, LLC | 4,768 | $90.7 萬 | 0.09% | −1,082−18.5% | 減碼 |
| Occudo Quantitative Strategies LP | 4,771 | $90.8 萬 | 0.12% | −12,301−72.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,771 | $90.8 萬 | 0.12% | +9+0.2% | 加碼 |
| Credit Agricole S A | 4,781 | $91.0 萬 | 0.03% | +4,657+3,755.6% | 加碼 |