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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 13,608 | $259.0 萬 | 0.02% | +554+4.2% | 加碼 |
| Miracle Mile Advisors, LLC | 13,433 | $255.6 萬 | 0.08% | −32−0.2% | 減碼 |
| Axxcess Wealth Management, LLC | 13,244 | $252.0 萬 | 0.09% | +10,022+311.0% | 加碼 |
| Bouvel Investment Partners, LLC | 13,153 | $250.3 萬 | 1.35% | +393+3.1% | 加碼 |
| Centiva Capital, LP | 13,070 | $248.7 萬 | 0.12% | +1,917+17.2% | 加碼 |
| iA Global Asset Management Inc. | 12,955 | $246.5 萬 | 0.07% | −1,116−7.9% | 減碼 |
| Heritage Wealth Advisors | 12,952 | $246.5 萬 | 0.13% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 12,808 | $243.7 萬 | 0.34% | +331+2.7% | 加碼 |
| Private Trust Co NA | 12,756 | $242.7 萬 | 0.32% | −30.0% | 減碼 |
| Tiaa Trust, National Association | 12,668 | $241.1 萬 | 0.01% | +12,668 | 新進 |
| Vestmark Advisory Solutions, Inc. | 12,613 | $240.0 萬 | 0.17% | −14,951−54.2% | 減碼 |
| ExodusPoint Capital Management, LP | 12,536 | $238.6 萬 | 0.03% | +9,227+278.8% | 加碼 |
| Private Advisor Group, LLC | 12,202 | $232.2 萬 | 0.02% | −517−4.1% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 12,134 | $230.9 萬 | 1.04% | −99−0.8% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 12,114 | $230.5 萬 | 0.37% | −5,115−29.7% | 減碼 |
| Quantinno Capital Management LP | 12,029 | $228.9 萬 | 0.10% | +4,026+50.3% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $228.4 萬 | 1.61% | −4,000−25.0% | 減碼 |
| Union Heritage Capital, LLC | 12,000 | $228.4 萬 | 1.29% | 00.0% | 不變 |
| Girard Partners Ltd. | 11,988 | $228.1 萬 | 0.26% | −865−6.7% | 減碼 |
| Verition Fund Management LLC | 11,943 | $227.3 萬 | 0.03% | +2,706+29.3% | 加碼 |
| Vident Advisory, LLC | 11,784 | $224.2 萬 | 0.07% | +11,784 | 新進 |
| WSFS Capital Management, LLC | 11,729 | $223.2 萬 | 0.15% | +1,262+12.1% | 加碼 |
| Heritage Trust Co | 11,695 | $222.6 萬 | 0.35% | −17−0.1% | 減碼 |
| Icon Advisers Inc | 11,500 | $218.0 萬 | 0.54% | 00.0% | 不變 |
| Howland Capital Management LLC | 11,430 | $217.5 萬 | 0.13% | 00.0% | 不變 |
| Ritholtz Wealth Management | 11,263 | $214.3 萬 | 0.10% | +4,337+62.6% | 加碼 |
| Venture Visionary Partners LLC | 11,178 | $212.7 萬 | 0.13% | +17+0.2% | 加碼 |
| GTS Securities LLC | 11,036 | $210.0 萬 | 0.04% | +2,471+28.8% | 加碼 |
| Jefferies Financial Group Inc. | 11,000 | $209.3 萬 | 0.05% | −5,415−33.0% | 減碼 |
| Kinsale Capital Group, Inc. | 10,952 | $208.4 萬 | 1.18% | +1,641+17.6% | 加碼 |
| Wetherby Asset Management Inc | 10,860 | $206.7 萬 | 0.12% | −70−0.6% | 減碼 |
| Transcend Wealth Collective, LLC | 10,760 | $204.8 萬 | 0.20% | −830−7.2% | 減碼 |
| Capital Asset Advisory Services LLC | 10,461 | $201.8 萬 | 0.14% | +1,408+15.6% | 加碼 |
| Park Avenue Securities LLC | 10,589 | $201.5 萬 | 0.03% | +277+2.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,534 | $200.5 萬 | 0.01% | +1,522+16.9% | 加碼 |
| Front Row Advisors LLC | 10,492 | $199.7 萬 | 0.92% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 10,417 | $198.2 萬 | 0.67% | −206−1.9% | 減碼 |
| Raymond James Trust N.A. | 10,384 | $197.6 萬 | 0.06% | −371−3.4% | 減碼 |
| First National Trust Co | 10,368 | $197.3 萬 | 0.09% | −1,623−13.5% | 減碼 |
| Bishop Rock Capital, L.P. | 10,153 | $193.2 萬 | 7.94% | −17,400−63.2% | 減碼 |
| Hills Bank & Trust Co | 10,121 | $192.6 萬 | 0.22% | −981−8.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 10,114 | $192.5 萬 | 0.12% | +925+10.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 10,077 | $191.8 萬 | 0.57% | −10,373−50.7% | 減碼 |
| Advisory Services Network, LLC | 10,058 | $191.4 萬 | 0.05% | +285+2.9% | 加碼 |
| Cohen Klingenstein LLC | 10,000 | $190.3 萬 | 0.09% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 9,919 | $188.8 萬 | 0.05% | +9,887+30,896.9% | 加碼 |
| MAI Capital Management | 9,896 | $188.3 萬 | 0.03% | +1,352+15.8% | 加碼 |
| Tealwood Asset Management Inc | 9,856 | $187.6 萬 | 0.96% | +112+1.1% | 加碼 |
| Avantax Advisory Services, Inc. | 9,764 | $185.8 萬 | 0.02% | +1,764+22.1% | 加碼 |
| Chatham Capital Group, Inc. | 9,710 | $184.8 萬 | 0.41% | 00.0% | 不變 |
| Pensionfund Sabic | 9,700 | $184.6 萬 | 0.65% | −1,000−9.3% | 減碼 |
| Delap Wealth Advisory, LLC | 9,682 | $184.3 萬 | 1.78% | +9+0.1% | 加碼 |
| Veriti Management LLC | 9,650 | $183.6 萬 | 0.21% | −13−0.1% | 減碼 |
| Brighton Jones LLC | 9,635 | $183.3 萬 | 0.09% | −338−3.4% | 減碼 |
| Vectors Research Management, LLC | 10,258 | $183.0 萬 | 0.59% | −434−4.1% | 減碼 |
| Greenleaf Trust | 9,516 | $181.1 萬 | 0.02% | +228+2.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,495 | $180.7 萬 | 0.04% | −100−1.0% | 減碼 |
| Courier Capital LLC | 9,489 | $180.6 萬 | 0.15% | −391−4.0% | 減碼 |
| Balentine LLC | 9,483 | $180.5 萬 | 0.06% | +186+2.0% | 加碼 |
| Belpointe Asset Management LLC | 9,482 | $180.5 萬 | 0.19% | +3,543+59.7% | 加碼 |
| Grimes & Company, Inc. | 9,435 | $179.5 萬 | 0.07% | +30+0.3% | 加碼 |
| Mission Wealth Management, LP | 9,332 | $177.6 萬 | 0.07% | +145+1.6% | 加碼 |
| Clifford Swan Investment Counsel LLC | 9,109 | $173.4 萬 | 0.07% | −600−6.2% | 減碼 |
| Merit Financial Group, LLC | 9,089 | $173.0 萬 | 0.06% | +3,220+54.9% | 加碼 |
| Signaturefd, LLC | 9,086 | $172.9 萬 | 0.05% | +548+6.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,963 | $170.6 萬 | 0.08% | −104−1.1% | 減碼 |
| Cary Street Partners Asset Management LLC | 8,958 | $170.5 萬 | 0.32% | −227−2.5% | 減碼 |
| Wealth Alliance | 8,935 | $170.0 萬 | 0.27% | −595−6.2% | 減碼 |
| Savant Capital, LLC | 8,930 | $169.9 萬 | 0.03% | +124+1.4% | 加碼 |
| RMR Wealth Builders | 8,848 | $168.4 萬 | 0.27% | 00.0% | 不變 |
| Magnetar Financial LLC | 8,829 | $168.0 萬 | 0.04% | +8,829 | 新進 |
| Fiduciary Trust Co | 8,752 | $166.6 萬 | 0.03% | −20−0.2% | 減碼 |
| Quadrant Capital Group LLC | 8,688 | $165.3 萬 | 0.17% | +762+9.6% | 加碼 |
| Sweet Financial Partners, LLC | 8,534 | $162.4 萬 | 0.43% | +95+1.1% | 加碼 |
| Neville Rodie & Shaw Inc | 8,530 | $162.3 萬 | 0.14% | 00.0% | 不變 |
| Westpac Banking Corp | 8,502 | $161.8 萬 | 0.12% | −7,252−46.0% | 減碼 |
| Bartlett & Co. LLC | 8,411 | $160.1 萬 | 0.03% | −103−1.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 8,411 | $160.1 萬 | 0.03% | −103−1.2% | 減碼 |
| Qtron Investments LLC | 8,398 | $159.8 萬 | 0.30% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 8,350 | $158.9 萬 | 0.03% | +1,489+21.7% | 加碼 |
| L & S Advisors Inc | 8,293 | $157.8 萬 | 0.23% | +8,293 | 新進 |
| LS Investment Advisors, LLC | 8,258 | $157.1 萬 | 0.30% | 00.0% | 不變 |
| Banco Santander, S.A. | 8,142 | $154.9 萬 | 0.02% | +350+4.5% | 加碼 |
| Chesley Taft & Associates LLC | 8,140 | $154.9 萬 | 0.10% | −555−6.4% | 減碼 |
| Machina Capital S.A.S. | 8,129 | $154.7 萬 | 0.87% | +4,859+148.6% | 加碼 |
| Enterprise Bank & Trust Co | 7,985 | $152.0 萬 | 0.63% | −4−0.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 7,975 | $151.8 萬 | 0.35% | −464−5.5% | 減碼 |
| HB Wealth Management, LLC | 7,883 | $150.0 萬 | 0.02% | +1,421+22.0% | 加碼 |
| Missouri Trust & Investment Co | 7,837 | $149.1 萬 | 0.67% | +2,122+37.1% | 加碼 |
| Desjardins Global Asset Management Inc. | 7,830 | $149.0 萬 | 0.16% | +636+8.8% | 加碼 |
| PFG Advisors | 7,810 | $148.6 萬 | 0.13% | −1,085−12.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 7,789 | $148.2 萬 | 0.16% | −194−2.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,744 | $147.4 萬 | 0.05% | +177+2.3% | 加碼 |
| TCTC Holdings, LLC | 7,738 | $147.3 萬 | 0.06% | 00.0% | 不變 |
| Lantz Financial LLC | 7,720 | $146.9 萬 | 0.58% | +30+0.4% | 加碼 |
| Wimmer Associates 1, LLC | 7,691 | $146.4 萬 | 0.91% | −364−4.5% | 減碼 |
| LMCG Investments, LLC | 7,683 | $146.2 萬 | 0.10% | −240−3.0% | 減碼 |
| Evercore Wealth Management, LLC | 7,667 | $145.9 萬 | 0.03% | −852−10.0% | 減碼 |
| TD Private Client Wealth LLC | 7,649 | $145.8 萬 | 0.06% | −421−5.2% | 減碼 |
| DoubleLine ETF Adviser LP | 7,607 | $144.8 萬 | 0.52% | +464+6.5% | 加碼 |