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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 8,215 | $155.7 萬 | 0.04% | +849+11.5% | 加碼 |
| HB Wealth Management, LLC | 8,081 | $153.1 萬 | 0.02% | +198+2.5% | 加碼 |
| Missouri Trust & Investment Co | 8,048 | $152.5 萬 | 0.62% | +211+2.7% | 加碼 |
| Suncoast Equity Management | 8,045 | $152.4 萬 | 0.20% | +8,045 | 新進 |
| LS Investment Advisors, LLC | 8,005 | $151.7 萬 | 0.26% | −253−3.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 8,001 | $151.6 萬 | 0.16% | +171+2.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 7,994 | $151.5 萬 | 0.30% | +19+0.2% | 加碼 |
| Stevens Capital Management LP | 7,960 | $150.8 萬 | 0.38% | +7,960 | 新進 |
| USA Financial Portformulas Corp | 7,929 | $150.2 萬 | 0.26% | +7,906+34,373.9% | 加碼 |
| Adviser Investments LLC | 7,861 | $148.9 萬 | 0.02% | +4,760+153.5% | 加碼 |
| PFG Advisors | 7,848 | $148.7 萬 | 0.12% | +38+0.5% | 加碼 |
| Ballentine Partners, LLC | 7,788 | $147.6 萬 | 0.03% | +607+8.5% | 加碼 |
| Syon Capital LLC | 7,764 | $147.1 萬 | 0.15% | +1,015+15.0% | 加碼 |
| ExodusPoint Capital Management, LP | 7,742 | $146.7 萬 | 0.02% | −4,794−38.2% | 減碼 |
| TCTC Holdings, LLC | 7,738 | $146.6 萬 | 0.05% | 00.0% | 不變 |
| Lantz Financial LLC | 7,700 | $145.9 萬 | 0.53% | −20−0.3% | 減碼 |
| Chesley Taft & Associates LLC | 7,660 | $145.1 萬 | 0.08% | −480−5.9% | 減碼 |
| Centiva Capital, LP | 7,521 | $142.5 萬 | 0.09% | −5,549−42.5% | 減碼 |
| TD Private Client Wealth LLC | 7,515 | $142.4 萬 | 0.05% | −134−1.8% | 減碼 |
| Wimmer Associates 1, LLC | 7,460 | $141.3 萬 | 0.80% | −231−3.0% | 減碼 |
| Clearstead Advisors, LLC | 7,455 | $141.3 萬 | 0.07% | +50+0.7% | 加碼 |
| Summit Financial, LLC | 7,365 | $139.6 萬 | 0.09% | +61+0.8% | 加碼 |
| First Manhattan Co | 7,335 | $139.6 萬 | 0.00% | +3,547+93.6% | 加碼 |
| LMCG Investments, LLC | 7,308 | $138.5 萬 | 0.09% | −375−4.9% | 減碼 |
| Versor Investments LP | 7,303 | $138.4 萬 | 0.28% | +3,000+69.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,294 | $138.2 萬 | 0.02% | −10−0.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 7,287 | $138.1 萬 | 0.05% | +7,287 | 新進 |
| Merit Financial Group, LLC | 7,131 | $135.1 萬 | 0.04% | −1,958−21.5% | 減碼 |
| AXS Investments LLC | 7,025 | $133.1 萬 | 0.32% | +636+10.0% | 加碼 |
| DFPG Investments, LLC | 6,949 | $133.0 萬 | 0.10% | −41−0.6% | 減碼 |
| NEOS Investment Management LLC | 6,982 | $132.3 萬 | 0.13% | +1,771+34.0% | 加碼 |
| RCS Financial Planning, LLC | 6,904 | $130.8 萬 | 0.86% | −251−3.5% | 減碼 |
| Wedmont Private Capital | 6,757 | $129.5 萬 | 0.11% | +239+3.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,813 | $129.1 萬 | 0.05% | +6,813 | 新進 |
| Wintrust Investments LLC | 6,738 | $127.7 萬 | 0.12% | −116−1.7% | 減碼 |
| Paragon Advisors, LLC | 6,724 | $127.4 萬 | 0.54% | +6,724 | 新進 |
| Pinnacle Associates Ltd | 6,698 | $126.9 萬 | 0.02% | +161+2.5% | 加碼 |
| Smithfield Trust Co | 6,672 | $126.5 萬 | 0.07% | 00.0% | 不變 |
| Profund Advisors LLC | 6,634 | $125.7 萬 | 0.05% | +982+17.4% | 加碼 |
| Arden Trust Co | 6,629 | $125.6 萬 | 0.18% | −180−2.6% | 減碼 |
| Optiver Holding B.V. | 6,516 | $123.5 萬 | 0.04% | +6,516 | 新進 |
| Gries Financial LLC | 6,492 | $123.0 萬 | 0.27% | +14+0.2% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,475 | $122.7 萬 | 0.13% | −24−0.4% | 減碼 |
| Congress Wealth Management LLC | 6,446 | $122.2 萬 | 0.02% | +6,446 | 新進 |
| Checchi Capital Advisers, LLC | 6,415 | $121.5 萬 | 0.10% | −10−0.2% | 減碼 |
| Citizens Financial Group Inc | 6,382 | $120.9 萬 | 0.04% | +42+0.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 6,311 | $119.6 萬 | 0.02% | +239+3.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 6,294 | $119.3 萬 | 0.01% | −33,847−84.3% | 減碼 |
| Exchange Bank | 6,268 | $118.8 萬 | 1.03% | +21+0.3% | 加碼 |
| Engineers Gate Manager LP | 6,232 | $118.1 萬 | 0.03% | −47,953−88.5% | 減碼 |
| Citizens & Northern Corp | 6,225 | $117.9 萬 | 0.42% | −242−3.7% | 減碼 |
| Canandaigua National Bank & Trust Co | 6,214 | $117.7 萬 | 0.18% | −47−0.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,212 | $117.7 萬 | 0.03% | 00.0% | 不變 |
| Concord Wealth Partners | 6,142 | $116.4 萬 | 0.23% | +1,062+20.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,111 | $115.8 萬 | 0.18% | −65−1.1% | 減碼 |
| DF Dent & Co Inc | 6,093 | $115.4 萬 | 0.02% | −6−0.1% | 減碼 |
| Peapack Gladstone Financial Corp | 6,085 | $115.3 萬 | 0.02% | −298−4.7% | 減碼 |
| United Bank | 6,075 | $115.1 萬 | 0.63% | −23−0.4% | 減碼 |
| Concord Asset Management, LLC | 6,036 | $114.4 萬 | 0.34% | +1,061+21.3% | 加碼 |
| Boyd Watterson Asset Management LLC | 6,017 | $114.0 萬 | 0.45% | +33+0.6% | 加碼 |
| US Asset Management LLC | 6,017 | $114.0 萬 | 1.13% | +6,017 | 新進 |
| Olstein Capital Management, L.P. | 6,000 | $113.7 萬 | 0.19% | −10,000−62.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 5,986 | $113.4 萬 | 0.00% | −16,796−73.7% | 減碼 |
| Portfolio Design Labs, LLC | 5,935 | $112.5 萬 | 0.43% | +5,935 | 新進 |
| Aries Wealth Management | 5,895 | $111.7 萬 | 0.40% | +109+1.9% | 加碼 |
| Shell Asset Management Co | 5,856 | $111.0 萬 | 0.05% | −142−2.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,836 | $110.6 萬 | 0.04% | −221−3.6% | 減碼 |
| Norway Savings Bank | 5,816 | $110.2 萬 | 0.49% | −6−0.1% | 減碼 |
| Parallel Advisors, LLC | 5,801 | $109.9 萬 | 0.03% | −78−1.3% | 減碼 |
| D.A. Davidson & Co. | 5,788 | $109.7 萬 | 0.01% | −1,583−21.5% | 減碼 |
| Cetera Advisors LLC | 5,787 | $109.6 萬 | 0.02% | −28−0.5% | 減碼 |
| NorthRock Partners, LLC | 5,784 | $109.6 萬 | 0.05% | +2,962+105.0% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,716 | $108.3 萬 | 0.37% | +10.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,700 | $108.0 萬 | 0.20% | 00.0% | 不變 |
| Trust Asset Management LLC | 5,677 | $107.6 萬 | 0.10% | 00.0% | 不變 |
| West Paces Advisors Inc. | 5,657 | $107.2 萬 | 0.30% | −14−0.2% | 減碼 |
| Prosperity Financial Group, Inc. | 5,641 | $106.9 萬 | 0.74% | −240−4.1% | 減碼 |
| Boltwood Capital Management | 5,544 | $105.0 萬 | 0.35% | −38−0.7% | 減碼 |
| Knollwood Investment Advisory, LLC | 5,541 | $105.0 萬 | 0.22% | +5,541 | 新進 |
| Center For Asset Management LLC | 5,422 | $102.7 萬 | 0.94% | −190−3.4% | 減碼 |
| Fidelis Capital Partners, LLC | 5,416 | $102.6 萬 | 0.23% | +1,262+30.4% | 加碼 |
| Highview Capital Management LLC | 5,414 | $102.6 萬 | 0.55% | +5,414 | 新進 |
| Meeder Advisory Services, Inc. | 5,400 | $102.3 萬 | 0.12% | −24−0.4% | 減碼 |
| Cigna Investments Inc | 5,378 | $101.9 萬 | 0.21% | +66+1.2% | 加碼 |
| Perigon Wealth Management, LLC | 5,310 | $100.6 萬 | 0.03% | +276+5.5% | 加碼 |
| Balyasny Asset Management LLC | 5,257 | $99.6 萬 | 0.00% | −349,818−98.5% | 減碼 |
| Donaldson Capital Management, LLC | 5,221 | $98.9 萬 | 0.04% | −456−8.0% | 減碼 |
| Regents of the University of California | 5,200 | $98.5 萬 | 0.12% | 00.0% | 不變 |
| Trust Point Inc. | 5,196 | $98.4 萬 | 0.08% | +5,196 | 新進 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $98.4 萬 | 0.61% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 5,170 | $98.0 萬 | 0.31% | −45−0.9% | 減碼 |
| Eqis Capital Management, Inc. | 5,155 | $97.7 萬 | 0.08% | −271−5.0% | 減碼 |
| Brevan Howard Capital Management LP | 5,119 | $97.0 萬 | 0.10% | +3,379+194.2% | 加碼 |
| SageView Advisory Group, LLC | 5,025 | $97.0 萬 | 0.04% | +3,778+303.0% | 加碼 |
| Essex Investment Management Co LLC | 5,111 | $96.8 萬 | 0.19% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,099 | $96.6 萬 | 0.07% | −309−5.7% | 減碼 |
| Lake Street Advisors Group, LLC | 5,038 | $95.5 萬 | 0.05% | +5,038 | 新進 |
| Neo Ivy Capital Management | 5,015 | $95.0 萬 | 2.12% | +5,015 | 新進 |
| Jefferies Financial Group Inc. | 5,000 | $94.7 萬 | 0.01% | −6,000−54.5% | 減碼 |
| Valeo Financial Advisors, LLC | 4,961 | $94.0 萬 | 0.04% | −20.0% | 減碼 |