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 4 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2023/12/31 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
- 1,376
- 較 2023 年第 3 季 +103 家
- 持有股數
- 4.35 億
- 較 2023 年第 3 季 +466.0 萬 (+1.1%)
- 總市值
- $823.6 億
- 較 2023 年第 3 季 +$4.84 億 (+0.6%)
- 新進機構
- 187
- 另有 476 家加碼
- 清倉機構
- 84
- 另有 493 家減碼
另有 21 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RDA Financial Network | 1,709 | $32.4 萬 | 0.12% | −95−5.3% | 減碼 |
| Park Place Capital Corp | 1,722 | $32.6 萬 | 0.13% | −632−26.8% | 減碼 |
| AlTi Global, Inc. | 1,724 | $32.7 萬 | 0.01% | +1,724 | 新進 |
| Clarkston Capital Partners, LLC | 1,725 | $32.7 萬 | 0.01% | 00.0% | 不變 |
| Ewa, LLC | 1,690 | $32.7 萬 | 0.16% | −34−2.0% | 減碼 |
| Plato Investment Management Ltd | 1,743 | $33.0 萬 | 0.40% | +1,743 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 1,753 | $33.2 萬 | 0.19% | −22−1.2% | 減碼 |
| Norris Perne & French LLP | 1,756 | $33.3 萬 | 0.03% | +106+6.4% | 加碼 |
| Evernest Financial Advisors, LLC | 1,771 | $33.6 萬 | 0.17% | +1,771 | 新進 |
| AdvisorNet Financial, Inc | 1,776 | $33.6 萬 | 0.03% | +17+1.0% | 加碼 |
| New Hampshire Trust | 1,778 | $33.7 萬 | 0.08% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 1,792 | $33.8 萬 | 0.00% | +1,792 | 新進 |
| Cassady Schiller Wealth Management, LLC | 1,798 | $34.1 萬 | 0.17% | 00.0% | 不變 |
| Litman Gregory Asset Management LLC | 1,800 | $34.1 萬 | 0.03% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 1,800 | $34.1 萬 | 0.07% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,808 | $34.3 萬 | 0.01% | +56+3.2% | 加碼 |
| Provence Wealth Management Group | 1,809 | $34.3 萬 | 0.18% | +225+14.2% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,811 | $34.3 萬 | 0.03% | −170−8.6% | 減碼 |
| Modera Wealth Management, LLC | 1,821 | $34.5 萬 | 0.01% | +40+2.2% | 加碼 |
| Optas, LLC | 1,827 | $34.6 萬 | 0.10% | +51+2.9% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,829 | $34.7 萬 | 0.08% | +2+0.1% | 加碼 |
| GAMMA Investing LLC | 1,791 | $34.7 萬 | 0.09% | +1,791 | 新進 |
| Westover Capital Advisors, LLC | 1,843 | $34.9 萬 | 0.11% | +53+3.0% | 加碼 |
| Busey Wealth Management | 1,844 | $34.9 萬 | 0.01% | +1,844 | 新進 |
| Mather Group, LLC. | 1,854 | $35.1 萬 | 0.01% | +75+4.2% | 加碼 |
| Gilbert & Cook, Inc. | 1,854 | $35.1 萬 | 0.05% | −264−12.5% | 減碼 |
| Hall Laurie J Trustee | 1,860 | $35.2 萬 | 0.13% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 1,865 | $35.3 萬 | 0.20% | −626−25.1% | 減碼 |
| Abner Herrman & Brock LLC | 1,870 | $35.4 萬 | 0.05% | 00.0% | 不變 |
| Davis R M Inc | 1,876 | $35.5 萬 | 0.01% | −77−3.9% | 減碼 |
| Acima Private Wealth, LLC | 1,881 | $35.6 萬 | 0.14% | 00.0% | 不變 |
| Cypress Capital Group | 1,886 | $35.7 萬 | 0.05% | −500−21.0% | 減碼 |
| Aprio Wealth Management, LLC | 1,888 | $35.8 萬 | 0.08% | +504+36.4% | 加碼 |
| Cambridge Trust Co | 1,906 | $36.1 萬 | 0.02% | +90+5.0% | 加碼 |
| Quotient Wealth Partners, LLC | 1,906 | $36.1 萬 | 0.01% | +1,906 | 新進 |
| Journey Advisory Group, LLC | 1,920 | $36.4 萬 | 0.05% | 00.0% | 不變 |
| CKW Financial Group | 1,927 | $36.5 萬 | 0.05% | +4+0.2% | 加碼 |
| Leonteq Securities AG | 1,929 | $36.5 萬 | 0.05% | −184−8.7% | 減碼 |
| Willow Creek Wealth Management Inc. | 1,939 | $36.7 萬 | 0.05% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 1,952 | $37.0 萬 | 0.01% | +96+5.2% | 加碼 |
| Kanawha Capital Management LLC | 1,953 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 1,960 | $37.1 萬 | 0.06% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 1,975 | $37.4 萬 | 0.07% | +48+2.5% | 加碼 |
| Benjamin Edwards Inc | 1,983 | $37.6 萬 | 0.08% | +146+7.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,984 | $37.6 萬 | 0.02% | −12−0.6% | 減碼 |
| Main Street Financial Solutions, LLC | 1,993 | $37.8 萬 | 0.05% | −50−2.4% | 減碼 |
| S&CO Inc | 2,000 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| Wedbush Securities Inc | 1,993 | $37.8 萬 | 0.02% | +23+1.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 1,986 | $37.9 萬 | 0.05% | −24−1.2% | 減碼 |
| Verus Capital Partners, LLC | 2,001 | $37.9 萬 | 0.05% | +397+24.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,014 | $38.2 萬 | 0.04% | −13,748−87.2% | 減碼 |
| Brookstone Capital Management | 2,027 | $38.4 萬 | 0.01% | −44−2.1% | 減碼 |
| Moors & Cabot, Inc. | 2,029 | $38.5 萬 | 0.02% | −11−0.5% | 減碼 |
| David Loasby | 2,017 | $38.5 萬 | 0.04% | −218−9.8% | 減碼 |
| Mosley Wealth Management | 2,035 | $38.6 萬 | 0.38% | +2,035 | 新進 |
| Carolinas Wealth Consulting LLC | 2,036 | $38.6 萬 | 0.08% | 00.0% | 不變 |
| Tilt Investment Management Holdings, PBC | 2,037 | $38.6 萬 | 0.42% | +2,037 | 新進 |
| GLOBALT Investments LLC | 2,040 | $38.7 萬 | 0.02% | +2,040 | 新進 |
| Ambassador Advisors, LLC | 2,021 | $38.9 萬 | 0.09% | −38−1.8% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,053 | $38.9 萬 | 0.01% | −2−0.1% | 減碼 |
| Tobam | 2,057 | $39.0 萬 | 0.03% | −323−13.6% | 減碼 |
| Allstate Corp | 2,082 | $39.4 萬 | 0.03% | −148−6.6% | 減碼 |
| Congress Asset Management Co | 2,087 | $39.5 萬 | 0.00% | 00.0% | 不變 |
| Smith & Howard Wealth Management, LLC | 2,100 | $39.8 萬 | 0.14% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 2,100 | $39.8 萬 | 0.03% | −200−8.7% | 減碼 |
| D'Orazio & Associates, Inc. | 2,102 | $39.8 萬 | 0.07% | −58−2.7% | 減碼 |
| Israel Discount Bank of New York | 2,110 | $40.0 萬 | 0.31% | +32+1.5% | 加碼 |
| Parsons Capital Management Inc | 2,131 | $40.4 萬 | 0.03% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 2,138 | $40.5 萬 | 0.37% | +2,138 | 新進 |
| Asset Management Resources, LLC | 2,141 | $40.6 萬 | 0.23% | 00.0% | 不變 |
| Paloma Partners Management Co | 2,145 | $40.6 萬 | 0.07% | +2,145 | 新進 |
| Gratus Wealth Advisors, LLC | 2,149 | $40.7 萬 | 0.08% | +2,149 | 新進 |
| Mairs & Power Inc | 2,159 | $40.9 萬 | 0.00% | −13−0.6% | 減碼 |
| Journey Strategic Wealth LLC | 2,169 | $41.1 萬 | 0.02% | +618+39.8% | 加碼 |
| Ameritas Advisory Services, LLC | 2,153 | $41.3 萬 | 0.02% | +944+78.1% | 加碼 |
| PDS Planning, Inc | 2,190 | $41.5 萬 | 0.05% | −20−0.9% | 減碼 |
| Geller Advisors LLC | 2,225 | $42.2 萬 | 0.04% | −83−3.6% | 減碼 |
| Glenview Trust Co | 2,234 | $42.3 萬 | 0.01% | +879+64.9% | 加碼 |
| Ostrum Asset Management | 2,240 | $42.4 萬 | 0.04% | −1,152−34.0% | 減碼 |
| Drake & Associates, LLC | 2,246 | $42.6 萬 | 0.17% | −342−13.2% | 減碼 |
| Trust Co of Toledo NA | 2,246 | $42.6 萬 | 0.07% | +312+16.1% | 加碼 |
| Mutual Advisors, LLC | 2,255 | $42.7 萬 | 0.01% | −120−5.1% | 減碼 |
| IFP Advisors, Inc | 2,260 | $42.8 萬 | 0.02% | +144+6.8% | 加碼 |
| Bank of New Hampshire | 2,261 | $42.8 萬 | 0.12% | 00.0% | 不變 |
| Connectus Wealth, LLC | 2,271 | $43.1 萬 | 0.01% | −299−11.6% | 減碼 |
| Core Alternative Capital | 2,281 | $43.2 萬 | 0.07% | −114−4.8% | 減碼 |
| Talisman Wealth Advisors LLC | 2,284 | $43.3 萬 | 0.64% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,306 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 2,306 | $43.7 萬 | 0.08% | +319+16.1% | 加碼 |
| Everpar Advisors LLC | 2,319 | $43.9 萬 | 0.20% | +2,319 | 新進 |
| Essex Financial Services, Inc. | 2,351 | $44.6 萬 | 0.05% | −187−7.4% | 減碼 |
| Powell Investment Advisors, LLC | 2,359 | $44.7 萬 | 0.25% | 00.0% | 不變 |
| Aaron Wealth Advisors | 2,360 | $44.7 萬 | 0.07% | +4+0.2% | 加碼 |
| Smartleaf Asset Management LLC | 2,399 | $44.8 萬 | 0.12% | +2,399 | 新進 |
| Arkadios Wealth Advisors | 2,394 | $45.4 萬 | 0.04% | +916+62.0% | 加碼 |
| Avestar Capital, LLC | 2,395 | $45.4 萬 | 0.06% | +393+19.6% | 加碼 |
| MQS Management LLC | 2,410 | $45.7 萬 | 0.25% | +2,410 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,431 | $46.1 萬 | 0.16% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,436 | $46.2 萬 | 0.33% | 00.0% | 不變 |
| SOL Capital Management CO | 2,445 | $46.3 萬 | 0.06% | 00.0% | 不變 |