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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 13,742 | $260.4 萬 | 0.08% | +43+0.3% | 加碼 |
| Freestone Capital Holdings, LLC | 13,677 | $259.1 萬 | 0.12% | −1,154−7.8% | 減碼 |
| Bouvel Investment Partners, LLC | 13,544 | $256.6 萬 | 1.20% | +391+3.0% | 加碼 |
| Teza Capital Management LLC | 13,460 | $255.0 萬 | 0.43% | −9,189−40.6% | 減碼 |
| Miracle Mile Advisors, LLC | 13,415 | $254.2 萬 | 0.07% | −18−0.1% | 減碼 |
| Icon Wealth Advisors, LLC | 13,278 | $251.6 萬 | 0.26% | +13,278 | 新進 |
| Park Avenue Securities LLC | 12,974 | $245.8 萬 | 0.03% | +2,385+22.5% | 加碼 |
| HBK Sorce Advisory LLC | 12,866 | $243.8 萬 | 0.09% | −1,644−11.3% | 減碼 |
| Pensionmark Financial Group, LLC | 12,821 | $242.9 萬 | 0.32% | +12,821 | 新進 |
| Private Trust Co NA | 12,774 | $242.0 萬 | 0.28% | +18+0.1% | 加碼 |
| Bessemer Group Inc | 12,657 | $239.8 萬 | 0.00% | −1,240−8.9% | 減碼 |
| HighPoint Advisor Group LLC | 11,730 | $238.2 萬 | 0.17% | +11,730 | 新進 |
| L & S Advisors Inc | 12,422 | $235.4 萬 | 0.29% | +4,129+49.8% | 加碼 |
| TCW Group Inc | 12,235 | $231.3 萬 | 0.03% | +12,235 | 新進 |
| Brown, Lisle/Cummings, Inc. | 12,135 | $229.9 萬 | 0.85% | +10.0% | 加碼 |
| Heritage Trust Co | 12,122 | $229.7 萬 | 0.32% | +427+3.7% | 加碼 |
| FJ Investments, LLC | 12,104 | $229.3 萬 | 0.11% | +12,104 | 新進 |
| Vestmark Advisory Solutions, Inc. | 12,054 | $228.4 萬 | 0.12% | −559−4.4% | 減碼 |
| Pegasus Partners Ltd. | 12,032 | $228.0 萬 | 0.27% | −776−6.1% | 減碼 |
| Everence Capital Management Inc | 12,000 | $227.4 萬 | 0.16% | −2,120−15.0% | 減碼 |
| Union Heritage Capital, LLC | 12,000 | $227.4 萬 | 1.18% | 00.0% | 不變 |
| CIBC World Markets Inc. | 11,978 | $226.9 萬 | 0.01% | −7,278−37.8% | 減碼 |
| Avantax Advisory Services, Inc. | 11,912 | $225.7 萬 | 0.02% | +2,148+22.0% | 加碼 |
| Moreno Evelyn V | 11,745 | $222.5 萬 | 1.05% | +11,745 | 新進 |
| Verition Fund Management LLC | 11,726 | $222.2 萬 | 0.02% | −217−1.8% | 減碼 |
| Vident Advisory, LLC | 11,716 | $222.0 萬 | 0.06% | −68−0.6% | 減碼 |
| Advisory Services Network, LLC | 11,680 | $221.3 萬 | 0.05% | +1,622+16.1% | 加碼 |
| iA Global Asset Management Inc. | 11,569 | $219.2 萬 | 0.05% | −1,386−10.7% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 11,524 | $218.3 萬 | 0.41% | −590−4.9% | 減碼 |
| Icon Advisers Inc | 11,500 | $217.9 萬 | 0.50% | 00.0% | 不變 |
| MAI Capital Management | 11,397 | $215.9 萬 | 0.03% | +1,501+15.2% | 加碼 |
| Howland Capital Management LLC | 11,393 | $215.9 萬 | 0.11% | −37−0.3% | 減碼 |
| Tiaa Trust, National Association | 11,338 | $214.8 萬 | 0.01% | −1,330−10.5% | 減碼 |
| Girard Partners Ltd. | 10,952 | $207.5 萬 | 0.21% | −1,036−8.6% | 減碼 |
| Horizon Investments, LLC | 10,956 | $206.8 萬 | 0.06% | +4,683+74.7% | 加碼 |
| Quantbot Technologies LP | 10,830 | $205.2 萬 | 0.12% | −43,629−80.1% | 減碼 |
| V-Square Quantitative Management LLC | 10,817 | $204.9 萬 | 0.49% | +6,505+150.9% | 加碼 |
| Capital Asset Advisory Services LLC | 10,765 | $204.0 萬 | 0.13% | +304+2.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,716 | $203.0 萬 | 0.11% | +602+6.0% | 加碼 |
| Wetherby Asset Management Inc | 10,713 | $203.0 萬 | 0.11% | −147−1.4% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $198.9 萬 | 1.09% | −1,500−12.5% | 減碼 |
| Empowered Funds, LLC | 10,489 | $198.7 萬 | 0.05% | +5,316+102.8% | 加碼 |
| Balentine LLC | 10,436 | $197.7 萬 | 0.06% | +953+10.0% | 加碼 |
| Vectors Research Management, LLC | 10,373 | $196.6 萬 | 0.55% | +115+1.1% | 加碼 |
| Groupama Asset Managment | 10,336 | $195.9 萬 | 0.05% | +10,336 | 新進 |
| Venture Visionary Partners LLC | 10,289 | $194.9 萬 | 0.10% | −889−8.0% | 減碼 |
| Quantitative Investment Management, LLC | 10,264 | $194.4 萬 | 0.11% | +10,264 | 新進 |
| Alberta Investment Management Corp | 10,200 | $193.3 萬 | 0.02% | −204,692−95.3% | 減碼 |
| Raymond James Trust N.A. | 10,129 | $191.9 萬 | 0.05% | −255−2.5% | 減碼 |
| Front Row Advisors LLC | 10,080 | $191.0 萬 | 0.88% | −412−3.9% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 10,055 | $190.5 萬 | 0.33% | +5,000+98.9% | 加碼 |
| Hills Bank & Trust Co | 10,046 | $190.3 萬 | 0.19% | −75−0.7% | 減碼 |
| Enterprise Bank & Trust Co | 10,011 | $189.7 萬 | 0.68% | +2,026+25.4% | 加碼 |
| Cohen Klingenstein LLC | 10,000 | $189.5 萬 | 0.08% | 00.0% | 不變 |
| Nomura Holdings Inc | 9,962 | $188.8 萬 | 0.02% | +9,962 | 新進 |
| Beverly Hills Private Wealth, LLC | 9,877 | $187.1 萬 | 0.49% | −200−2.0% | 減碼 |
| Larson Financial Group LLC | 9,828 | $186.2 萬 | 0.16% | +9,571+3,724.1% | 加碼 |
| Savant Capital, LLC | 9,799 | $185.7 萬 | 0.02% | +869+9.7% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 9,787 | $185.4 萬 | 0.57% | −630−6.0% | 減碼 |
| Greenleaf Trust | 9,772 | $185.2 萬 | 0.02% | +256+2.7% | 加碼 |
| Geneva Partners, LLC | 9,726 | $184.3 萬 | 1.02% | +9,726 | 新進 |
| Chatham Capital Group, Inc. | 9,710 | $184.0 萬 | 0.37% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 9,706 | $183.9 萬 | 0.11% | −2,023−17.2% | 減碼 |
| Pensionfund Sabic | 9,700 | $183.8 萬 | 0.58% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 9,678 | $183.4 萬 | 0.01% | −856−8.1% | 減碼 |
| Tealwood Asset Management Inc | 9,676 | $183.3 萬 | 0.88% | −180−1.8% | 減碼 |
| Mission Wealth Management, LP | 9,671 | $183.2 萬 | 0.06% | +339+3.6% | 加碼 |
| Sweet Financial Partners, LLC | 9,647 | $182.8 萬 | 0.43% | +1,113+13.0% | 加碼 |
| Courier Capital LLC | 9,618 | $182.2 萬 | 0.14% | +129+1.4% | 加碼 |
| Belpointe Asset Management LLC | 9,562 | $181.2 萬 | 0.16% | +80+0.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 9,537 | $180.7 萬 | 0.05% | +1,793+23.2% | 加碼 |
| Veriti Management LLC | 9,522 | $180.4 萬 | 0.16% | −128−1.3% | 減碼 |
| Grimes & Company, Inc. | 9,477 | $179.6 萬 | 0.06% | +42+0.4% | 加碼 |
| Brighton Jones LLC | 9,400 | $178.1 萬 | 0.08% | −235−2.4% | 減碼 |
| GTS Securities LLC | 9,292 | $176.1 萬 | 0.04% | −1,744−15.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,242 | $175.1 萬 | 0.03% | −253−2.7% | 減碼 |
| Signaturefd, LLC | 9,217 | $174.6 萬 | 0.04% | +131+1.4% | 加碼 |
| First National Trust Co | 9,119 | $172.8 萬 | 0.08% | −1,249−12.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 9,074 | $171.9 萬 | 0.07% | −35−0.4% | 減碼 |
| Fiduciary Trust Co | 9,072 | $171.9 萬 | 0.03% | +320+3.7% | 加碼 |
| Quadrant Capital Group LLC | 9,014 | $170.8 萬 | 0.15% | +326+3.8% | 加碼 |
| Summit Global Investments | 9,003 | $170.6 萬 | 0.11% | +5,878+188.1% | 加碼 |
| Vise Technologies, Inc. | 8,960 | $169.8 萬 | 0.37% | +4,266+90.9% | 加碼 |
| Cary Street Partners Asset Management LLC | 8,933 | $169.3 萬 | 0.29% | −25−0.3% | 減碼 |
| Wealth Alliance | 8,922 | $169.0 萬 | 0.24% | −13−0.1% | 減碼 |
| DRW Securities, LLC | 8,900 | $168.6 萬 | 0.05% | +8,900 | 新進 |
| Evercore Wealth Management, LLC | 8,890 | $168.4 萬 | 0.03% | +1,223+16.0% | 加碼 |
| RMR Wealth Builders | 8,854 | $167.8 萬 | 0.24% | +6+0.1% | 加碼 |
| Entropy Technologies, LP | 8,845 | $167.6 萬 | 0.31% | +8,845 | 新進 |
| Wealthcare Advisory Partners LLC | 8,745 | $165.7 萬 | 0.07% | −218−2.4% | 減碼 |
| Resources Investment Advisors, LLC. | 8,647 | $163.8 萬 | 0.03% | +297+3.6% | 加碼 |
| Neville Rodie & Shaw Inc | 8,530 | $161.6 萬 | 0.13% | 00.0% | 不變 |
| Bartlett & Co. LLC | 8,411 | $158.8 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 8,411 | $158.8 萬 | 0.03% | 00.0% | 不變 |
| Qtron Investments LLC | 8,378 | $158.7 萬 | 0.26% | −20−0.2% | 減碼 |
| Banque Cantonale Vaudoise | 8,359 | $158.5 萬 | 0.07% | +845+11.2% | 加碼 |
| Banco Santander, S.A. | 8,362 | $158.4 萬 | 0.02% | +220+2.7% | 加碼 |
| AE Wealth Management LLC | 8,180 | $157.9 萬 | 0.01% | −6,185−43.1% | 減碼 |
| Ritholtz Wealth Management | 8,314 | $157.5 萬 | 0.06% | −2,949−26.2% | 減碼 |
| DoubleLine ETF Adviser LP | 8,246 | $156.2 萬 | 0.45% | +639+8.4% | 加碼 |