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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 4,785 | $91.1 萬 | 0.08% | +66+1.4% | 加碼 |
| Allred Capital Management, LLC | 4,851 | $92.3 萬 | 0.46% | −156−3.1% | 減碼 |
| KCS Wealth Advisory | 4,893 | $93.1 萬 | 0.40% | −846−14.7% | 減碼 |
| Boston Financial Mangement LLC | 4,924 | $93.7 萬 | 0.04% | −42−0.8% | 減碼 |
| Valeo Financial Advisors, LLC | 4,963 | $94.5 萬 | 0.04% | +399+8.7% | 加碼 |
| Murphy Pohlad Asset Management LLC | 4,970 | $94.6 萬 | 0.41% | −80−1.6% | 減碼 |
| Concord Asset Management, LLC | 4,975 | $94.7 萬 | 0.32% | +4,975 | 新進 |
| SFMG, LLC | 4,985 | $94.9 萬 | 0.10% | −79−1.6% | 減碼 |
| Perigon Wealth Management, LLC | 5,034 | $95.8 萬 | 0.04% | −213−4.1% | 減碼 |
| HM Payson & Co | 5,037 | $95.9 萬 | 0.02% | +744+17.3% | 加碼 |
| Wade G W & Inc | 5,050 | $96.1 萬 | 0.04% | +5,050 | 新進 |
| Prescott Group Capital Management, L.L.C. | 5,055 | $96.2 萬 | 0.21% | +5,055 | 新進 |
| Concord Wealth Partners | 5,080 | $96.7 萬 | 0.21% | +4,828+1,915.9% | 加碼 |
| Essex Investment Management Co LLC | 5,111 | $97.3 萬 | 0.16% | −68−1.3% | 減碼 |
| Empowered Funds, LLC | 5,173 | $98.4 萬 | 0.03% | +1,090+26.7% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $98.8 萬 | 0.63% | 00.0% | 不變 |
| Regents of the University of California | 5,200 | $99.0 萬 | 0.13% | 00.0% | 不變 |
| NEOS Investment Management LLC | 5,211 | $99.2 萬 | 0.13% | +5,211 | 新進 |
| Paulson Wealth Management Inc. | 5,215 | $99.2 萬 | 0.35% | −19−0.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 5,243 | $99.8 萬 | 0.02% | +2,459+88.3% | 加碼 |
| Cigna Investments Inc | 5,312 | $101.1 萬 | 0.23% | −685−11.4% | 減碼 |
| Penserra Capital Management LLC | 5,345 | $101.5 萬 | 0.02% | −311−5.5% | 減碼 |
| Bridgefront Capital, LLC | 5,338 | $101.6 萬 | 0.71% | +653+13.9% | 加碼 |
| Douglas Lane & Associates, LLC | 5,345 | $101.7 萬 | 0.02% | −150−2.7% | 減碼 |
| Venturi Wealth Management, LLC | 5,408 | $102.9 萬 | 0.08% | −155−2.8% | 減碼 |
| Capstone Investment Advisors, LLC | 5,419 | $103.1 萬 | 0.03% | +5,342+6,937.7% | 加碼 |
| Meeder Advisory Services, Inc. | 5,424 | $103.2 萬 | 0.13% | −1,433−20.9% | 減碼 |
| Eqis Capital Management, Inc. | 5,426 | $103.2 萬 | 0.13% | +873+19.2% | 加碼 |
| Fox Run Management, L.L.C. | 5,427 | $103.3 萬 | 0.31% | −1,381−20.3% | 減碼 |
| CAPROCK Group, Inc. | 5,442 | $103.6 萬 | 0.08% | −1,673−23.5% | 減碼 |
| Eaton Financial Holdings Company, LLC | 5,448 | $103.7 萬 | 0.28% | +5,448 | 新進 |
| Dover Advisors, LLC | 5,530 | $105.2 萬 | 1.06% | 00.0% | 不變 |
| Boltwood Capital Management | 5,582 | $106.2 萬 | 0.39% | −107−1.9% | 減碼 |
| Center For Asset Management LLC | 5,612 | $106.8 萬 | 1.07% | −146−2.5% | 減碼 |
| Profund Advisors LLC | 5,652 | $107.6 萬 | 0.06% | −278−4.7% | 減碼 |
| West Paces Advisors Inc. | 5,671 | $107.9 萬 | 0.34% | −209−3.6% | 減碼 |
| Trust Asset Management LLC | 5,677 | $108.0 萬 | 0.12% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 5,677 | $108.0 萬 | 0.05% | −130−2.2% | 減碼 |
| Ironwood Investment Counsel, LLC | 5,700 | $108.5 萬 | 0.26% | +900+18.8% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,715 | $108.7 萬 | 0.53% | 00.0% | 不變 |
| Cetera Advisors LLC | 5,815 | $110.7 萬 | 0.02% | −3,887−40.1% | 減碼 |
| Norway Savings Bank | 5,822 | $110.8 萬 | 0.55% | +5,822 | 新進 |
| Beck Bode, LLC | 5,833 | $111.0 萬 | 0.28% | +246+4.4% | 加碼 |
| Aries Wealth Management | 5,786 | $111.4 萬 | 0.44% | +250+4.5% | 加碼 |
| Parallel Advisors, LLC | 5,879 | $111.9 萬 | 0.04% | −194−3.2% | 減碼 |
| Prosperity Financial Group, Inc. | 5,881 | $111.9 萬 | 0.92% | +706+13.6% | 加碼 |
| Boyd Watterson Asset Management LLC | 5,984 | $113.9 萬 | 0.50% | −524−8.1% | 減碼 |
| Shell Asset Management Co | 5,998 | $114.1 萬 | 0.05% | +16+0.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,941 | $114.9 萬 | 0.01% | −1,786−23.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,057 | $115.3 萬 | 0.05% | −166−2.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,072 | $115.6 萬 | 0.02% | +2,632+76.5% | 加碼 |
| United Bank | 6,098 | $116.0 萬 | 0.69% | −241−3.8% | 減碼 |
| DF Dent & Co Inc | 6,099 | $116.1 萬 | 0.02% | +30.0% | 加碼 |
| King Luther Capital Management Corp | 6,144 | $116.9 萬 | 0.01% | +1,462+31.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,176 | $117.5 萬 | 0.19% | −132−2.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,212 | $118.2 萬 | 0.03% | +7+0.1% | 加碼 |
| Exchange Bank | 6,247 | $118.9 萬 | 1.14% | −73−1.2% | 減碼 |
| Horizon Investments, LLC | 6,273 | $118.9 萬 | 0.04% | +307+5.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 6,261 | $119.1 萬 | 0.19% | +108+1.8% | 加碼 |
| Stokes Family Office, LLC | 6,307 | $120.0 萬 | 0.14% | +446+7.6% | 加碼 |
| Gotham Asset Management, LLC | 6,338 | $120.6 萬 | 0.02% | −21−0.3% | 減碼 |
| Citizens Financial Group Inc | 6,340 | $120.7 萬 | 0.05% | −17,921−73.9% | 減碼 |
| Aigen Investment Management, LP | 6,364 | $121.1 萬 | 0.23% | −41,627−86.7% | 減碼 |
| Nilsine Partners, LLC | 6,380 | $121.4 萬 | 0.18% | −6−0.1% | 減碼 |
| Peapack Gladstone Financial Corp | 6,383 | $121.5 萬 | 0.02% | −43−0.7% | 減碼 |
| AXS Investments LLC | 6,389 | $121.6 萬 | 0.31% | −497−7.2% | 減碼 |
| Checchi Capital Advisers, LLC | 6,425 | $122.3 萬 | 0.11% | −158−2.4% | 減碼 |
| TrimTabs Asset Management, LLC | 6,431 | $122.4 萬 | 0.65% | −175−2.6% | 減碼 |
| Citizens & Northern Corp | 6,467 | $123.1 萬 | 0.49% | −236−3.5% | 減碼 |
| Gries Financial LLC | 6,478 | $123.3 萬 | 0.33% | +348+5.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,499 | $123.7 萬 | 0.15% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 6,518 | $124.0 萬 | 0.60% | +27+0.4% | 加碼 |
| Pinnacle Associates Ltd | 6,537 | $124.4 萬 | 0.02% | −68−1.0% | 減碼 |
| Wedmont Private Capital | 6,518 | $125.8 萬 | 0.13% | +750+13.0% | 加碼 |
| Smithfield Trust Co | 6,672 | $127.0 萬 | 0.08% | +29+0.4% | 加碼 |
| Syon Capital LLC | 6,749 | $128.4 萬 | 0.16% | +6,749 | 新進 |
| Arden Trust Co | 6,809 | $129.6 萬 | 0.22% | −232−3.3% | 減碼 |
| Wintrust Investments LLC | 6,854 | $130.4 萬 | 0.14% | −410−5.6% | 減碼 |
| Axq Capital, LP | 6,900 | $131.3 萬 | 0.46% | +6,900 | 新進 |
| Fund Management at Engine No. 1 LLC | 7,066 | $134.5 萬 | 0.21% | +624+9.7% | 加碼 |
| RCS Financial Planning, LLC | 7,155 | $136.2 萬 | 1.04% | +10.0% | 加碼 |
| Ballentine Partners, LLC | 7,181 | $136.7 萬 | 0.03% | +1,504+26.5% | 加碼 |
| Toroso Investments, LLC | 7,184 | $136.7 萬 | 0.04% | +375+5.5% | 加碼 |
| Comerica Securities,inc. | 7,244 | $137.8 萬 | 0.11% | −981−11.9% | 減碼 |
| DFPG Investments, LLC | 6,990 | $138.3 萬 | 0.13% | −1,109−13.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 7,304 | $139.0 萬 | 0.02% | +10+0.1% | 加碼 |
| Summit Financial, LLC | 7,304 | $139.0 萬 | 0.10% | −164−2.2% | 減碼 |
| Coldstream Capital Management Inc | 7,366 | $140.2 萬 | 0.05% | −42−0.6% | 減碼 |
| D.A. Davidson & Co. | 7,371 | $140.3 萬 | 0.02% | −73−1.0% | 減碼 |
| Clearstead Advisors, LLC | 7,405 | $140.9 萬 | 0.09% | −6−0.1% | 減碼 |
| TrinityPoint Wealth, LLC | 7,452 | $141.8 萬 | 0.28% | +20.0% | 加碼 |
| Bellwether Advisors, LLC | 7,466 | $142.1 萬 | 0.39% | +7,466 | 新進 |
| Banque Cantonale Vaudoise | 7,514 | $143.1 萬 | 0.07% | +420+5.9% | 加碼 |
| DoubleLine ETF Adviser LP | 7,607 | $144.8 萬 | 0.52% | +464+6.5% | 加碼 |
| TD Private Client Wealth LLC | 7,649 | $145.8 萬 | 0.06% | −421−5.2% | 減碼 |
| Evercore Wealth Management, LLC | 7,667 | $145.9 萬 | 0.03% | −852−10.0% | 減碼 |
| LMCG Investments, LLC | 7,683 | $146.2 萬 | 0.10% | −240−3.0% | 減碼 |
| Wimmer Associates 1, LLC | 7,691 | $146.4 萬 | 0.91% | −364−4.5% | 減碼 |
| Lantz Financial LLC | 7,720 | $146.9 萬 | 0.58% | +30+0.4% | 加碼 |
| TCTC Holdings, LLC | 7,738 | $147.3 萬 | 0.06% | 00.0% | 不變 |