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 |
|---|---|---|---|---|---|
| Nilsine Partners, LLC | 4,957 | $93.9 萬 | 0.14% | −1,423−22.3% | 減碼 |
| Global Retirement Partners, LLC | 4,799 | $93.9 萬 | 0.04% | +106+2.3% | 加碼 |
| Boston Financial Mangement LLC | 4,924 | $93.3 萬 | 0.03% | 00.0% | 不變 |
| HM Payson & Co | 4,915 | $93.1 萬 | 0.02% | −122−2.4% | 減碼 |
| Caitlin John, LLC | 4,901 | $92.9 萬 | 0.76% | +4,901 | 新進 |
| Douglas Lane & Associates, LLC | 4,897 | $92.8 萬 | 0.01% | −448−8.4% | 減碼 |
| CAPROCK Group, Inc. | 4,887 | $92.6 萬 | 0.06% | −555−10.2% | 減碼 |
| Personal Cfo Solutions, LLC | 4,870 | $92.3 萬 | 0.16% | +665+15.8% | 加碼 |
| Fiducient Advisors LLC | 4,861 | $92.1 萬 | 0.17% | +883+22.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,829 | $91.5 萬 | 0.07% | +44+0.9% | 加碼 |
| Spire Wealth Management | 4,570 | $91.0 萬 | 0.03% | +914+25.0% | 加碼 |
| Manchester Capital Management LLC | 4,797 | $90.9 萬 | 0.12% | +68+1.4% | 加碼 |
| Criterion Capital Advisors, LLC | 4,780 | $90.6 萬 | 0.66% | +4,780 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 4,773 | $90.4 萬 | 0.11% | +185+4.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,771 | $90.4 萬 | 0.11% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 4,730 | $89.6 萬 | 0.37% | −240−4.8% | 減碼 |
| We Are One Seven, LLC | 4,707 | $89.2 萬 | 0.05% | +163+3.6% | 加碼 |
| Beck Bode, LLC | 4,702 | $89.1 萬 | 0.20% | −1,131−19.4% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,689 | $88.8 萬 | 0.22% | −759−13.9% | 減碼 |
| Integrated Advisors Network LLC | 4,640 | $87.9 萬 | 0.05% | −44−0.9% | 減碼 |
| Capital Investment Advisors, LLC | 4,614 | $87.4 萬 | 0.02% | −29−0.6% | 減碼 |
| Allred Capital Management, LLC | 4,596 | $87.1 萬 | 0.38% | −255−5.3% | 減碼 |
| Principal Securities, Inc. | 4,578 | $86.7 萬 | 0.03% | +4,578 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,549 | $86.2 萬 | 0.03% | +3,013+196.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,441 | $86.1 萬 | 0.01% | −1,500−25.2% | 減碼 |
| JGP Wealth Management, LLC | 4,478 | $84.8 萬 | 0.13% | −77−1.7% | 減碼 |
| Clarius Group, LLC | 4,460 | $84.5 萬 | 0.07% | −308−6.5% | 減碼 |
| Penserra Capital Management LLC | 4,472 | $84.5 萬 | 0.02% | −873−16.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 4,442 | $84.2 萬 | 0.13% | +255+6.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 4,435 | $84.0 萬 | 0.23% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 4,433 | $84.0 萬 | 0.02% | −238−5.1% | 減碼 |
| West Family Investments, Inc. | 4,420 | $83.7 萬 | 0.28% | +41+0.9% | 加碼 |
| Charter Trust Co | 4,399 | $83.3 萬 | 0.06% | −175−3.8% | 減碼 |
| Stephens Inc | 4,388 | $83.1 萬 | 0.01% | +290+7.1% | 加碼 |
| SFMG, LLC | 4,312 | $81.7 萬 | 0.08% | −673−13.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,302 | $81.5 萬 | 0.05% | +1,543+55.9% | 加碼 |
| Advance Capital Management, Inc. | 4,298 | $81.4 萬 | 0.06% | +2,514+140.9% | 加碼 |
| Clark Capital Management Group, Inc. | 4,293 | $81.3 萬 | 0.01% | +3,073+251.9% | 加碼 |
| Fulton Bank, N.A. | 4,274 | $81.0 萬 | 0.04% | −143−3.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,212 | $79.8 萬 | 0.07% | +114+2.8% | 加碼 |
| Symmetry Partners, LLC | 4,218 | $79.6 萬 | 0.04% | −381−8.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 4,170 | $79.0 萬 | 0.01% | +187+4.7% | 加碼 |
| Atlas Private Wealth Management | 4,148 | $78.6 萬 | 0.37% | +277+7.2% | 加碼 |
| Schechter Investment Advisors, LLC | 4,106 | $77.8 萬 | 0.07% | −330−7.4% | 減碼 |
| Quadcap Wealth Management, LLC | 4,105 | $77.8 萬 | 0.20% | +4,105 | 新進 |
| Lincoln National Corp | 4,068 | $77.1 萬 | 0.01% | +1,385+51.6% | 加碼 |
| Western Wealth Management, LLC | 4,042 | $76.6 萬 | 0.06% | +9+0.2% | 加碼 |
| Atlantic Union Bankshares Corp | 4,028 | $76.3 萬 | 0.07% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 4,026 | $76.3 萬 | 0.06% | +101+2.6% | 加碼 |
| GM Advisory Group, Inc. | 4,011 | $76.0 萬 | 0.06% | +12+0.3% | 加碼 |
| SRN Advisors, LLC | 4,001 | $75.8 萬 | 0.68% | −633−13.7% | 減碼 |
| Marshall Financial Group LLC | 3,993 | $75.7 萬 | 0.24% | +3,993 | 新進 |
| Legacy Capital Wealth Partners, LLC | 3,992 | $75.6 萬 | 0.21% | −524−11.6% | 減碼 |
| Dakota Wealth Management | 3,988 | $75.6 萬 | 0.03% | +504+14.5% | 加碼 |
| Gateway Investment Advisers LLC | 3,977 | $75.4 萬 | 0.01% | −91−2.2% | 減碼 |
| Alyeska Investment Group, L.P. | 3,945 | $74.7 萬 | 0.01% | −66,285−94.4% | 減碼 |
| UniSuper Management Pty Ltd | 3,940 | $74.7 萬 | 0.01% | +340+9.4% | 加碼 |
| Red Door Wealth Management, LLC | 3,939 | $74.6 萬 | 0.16% | +3,939 | 新進 |
| Kathmere Capital Management, LLC | 3,918 | $74.2 萬 | 0.10% | +448+12.9% | 加碼 |
| TrinityPoint Wealth, LLC | 3,910 | $74.1 萬 | 0.13% | −3,542−47.5% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,897 | $73.8 萬 | 0.21% | −11−0.3% | 減碼 |
| Nicolet Bankshares Inc | 3,894 | $73.8 萬 | 0.20% | +376+10.7% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,891 | $73.7 萬 | 0.16% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 3,863 | $73.2 萬 | 0.03% | +3,863 | 新進 |
| Financial Counselors Inc | 3,840 | $72.8 萬 | 0.01% | −193−4.8% | 減碼 |
| Northwest Bank & Trust Co | 3,832 | $72.6 萬 | 0.65% | +3,832 | 新進 |
| Wade G W & Inc | 3,825 | $72.5 萬 | 0.02% | −1,225−24.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,814 | $72.3 萬 | 0.01% | −129−3.3% | 減碼 |
| VeraBank, N.A. | 3,796 | $71.9 萬 | 0.24% | +6+0.2% | 加碼 |
| Louisbourg Investments Inc. | 4,924 | $71.8 萬 | 0.22% | +4,924 | 新進 |
| Ellevest, Inc. | 3,789 | $71.8 萬 | 0.05% | +31+0.8% | 加碼 |
| AMG National Trust Bank | 3,776 | $71.5 萬 | 0.02% | +572+17.9% | 加碼 |
| Westpac Banking Corp | 3,768 | $71.4 萬 | 0.06% | −4,734−55.7% | 減碼 |
| McAdam, LLC | 3,744 | $70.9 萬 | 0.05% | +113+3.1% | 加碼 |
| Conning Inc. | 3,728 | $70.6 萬 | 0.02% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 3,724 | $70.6 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 3,707 | $70.2 萬 | 0.01% | +3,707 | 新進 |
| Csenge Advisory Group | 3,677 | $69.7 萬 | 0.04% | +868+30.9% | 加碼 |
| Hutchinson Capital Management | 3,670 | $69.5 萬 | 0.15% | −48−1.3% | 減碼 |
| Shira Ridge Wealth Management | 3,669 | $69.5 萬 | 0.42% | +79+2.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 3,668 | $69.5 萬 | 0.09% | +21+0.6% | 加碼 |
| Chesapeake Asset Management LLC | 3,668 | $69.5 萬 | 0.62% | +205+5.9% | 加碼 |
| Amplius Wealth Advisors, LLC | 3,646 | $69.1 萬 | 0.08% | −515−12.4% | 減碼 |
| Vista Investment Partners LLC | 3,600 | $68.2 萬 | 0.25% | +3,600 | 新進 |
| Cullen/Frost Bankers, Inc. | 3,594 | $68.1 萬 | 0.01% | +58+1.6% | 加碼 |
| Elmwood Wealth Management, Inc. | 3,572 | $67.7 萬 | 0.47% | −2,946−45.2% | 減碼 |
| Caldwell Trust Co | 3,502 | $66.4 萬 | 0.08% | −12−0.3% | 減碼 |
| Noesis Capital Mangement Corp | 3,500 | $66.3 萬 | 0.16% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $66.3 萬 | 0.26% | 00.0% | 不變 |
| Quest Partners LLC | 3,472 | $65.8 萬 | 0.14% | +3,472 | 新進 |
| CWA Asset Management Group, LLC | 3,415 | $64.7 萬 | 0.04% | +763+28.8% | 加碼 |
| Graypoint LLC | 3,403 | $64.5 萬 | 0.05% | −201−5.6% | 減碼 |
| Summit Trail Advisors, LLC | 3,380 | $64.0 萬 | 0.02% | −473−12.3% | 減碼 |
| Buckley Wealth Management, LLC | 3,369 | $63.8 萬 | 0.22% | −27−0.8% | 減碼 |
| Strategic Blueprint, LLC | 3,357 | $63.6 萬 | 0.05% | +268+8.7% | 加碼 |
| Hilltop Holdings Inc. | 3,348 | $63.4 萬 | 0.07% | −80−2.3% | 減碼 |
| Wolverine Trading, LLC | 3,319 | $62.9 萬 | 0.00% | +3,319 | 新進 |
| Skopos Labs, Inc. | 3,288 | $62.3 萬 | 0.30% | +3,288 | 新進 |
| Empower Advisory Group, LLC | 3,285 | $62.2 萬 | 0.00% | −10.0% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 3,262 | $61.8 萬 | 0.25% | −218−6.3% | 減碼 |