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。
2024 年第 1 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2024/3/31 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
- 1,444
- 較 2023 年第 4 季 +91 家
- 持有股數
- 4.37 億
- 較 2023 年第 4 季 +265.0 萬 (+0.6%)
- 總市值
- $898.7 億
- 較 2023 年第 4 季 +$76.7 億 (+9.3%)
- 新進機構
- 176
- 另有 533 家加碼
- 清倉機構
- 85
- 另有 507 家減碼
另有 23 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Detalus Advisors, LLC | 1,541 | $31.7 萬 | 0.11% | 00.0% | 不變 |
| Mattern Capital Management, LLC | 1,542 | $31.8 萬 | 0.04% | +1,542 | 新進 |
| Acorn Creek Capital LLC | 1,549 | $31.9 萬 | 0.20% | +30+2.0% | 加碼 |
| Fielder Capital Group LLC | 1,551 | $31.9 萬 | 0.14% | +1,551 | 新進 |
| Cornerstone Advisory, LLC | 1,551 | $32.0 萬 | 0.05% | +53+3.5% | 加碼 |
| Veracity Capital LLC | 1,557 | $32.1 萬 | 0.12% | +43+2.8% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,557 | $32.1 萬 | 0.16% | −308−16.5% | 減碼 |
| Davis R M Inc | 1,568 | $32.3 萬 | 0.01% | −308−16.4% | 減碼 |
| Carret Asset Management, LLC | 1,580 | $32.5 萬 | 0.04% | 00.0% | 不變 |
| Capital Management Corp | 1,580 | $32.5 萬 | 0.06% | 00.0% | 不變 |
| First Affirmative Financial Network | 1,582 | $32.6 萬 | 0.24% | +376+31.2% | 加碼 |
| RFG Advisory, LLC | 1,583 | $32.6 萬 | 0.01% | +243+18.1% | 加碼 |
| Trust Co of Virginia | 1,585 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| HTLF Bank | 1,601 | $33.0 萬 | 0.04% | +134+9.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 1,605 | $33.1 萬 | 0.00% | +1,605 | 新進 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $33.1 萬 | 0.15% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,607 | $33.1 萬 | 0.20% | −712−30.7% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $33.1 萬 | 0.18% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,609 | $33.2 萬 | 0.02% | +8+0.5% | 加碼 |
| Investment Partners, Ltd. | 1,617 | $33.3 萬 | 0.15% | +2+0.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,621 | $33.4 萬 | 0.04% | −8−0.5% | 減碼 |
| Dechtman Wealth Management, LLC | 1,628 | $33.5 萬 | 0.08% | +2+0.1% | 加碼 |
| Park Place Capital Corp | 1,633 | $33.6 萬 | 0.12% | −89−5.2% | 減碼 |
| Israel Discount Bank of New York | 1,633 | $33.6 萬 | 0.42% | −477−22.6% | 減碼 |
| Motco | 1,636 | $33.7 萬 | 0.02% | +1,632+40,800.0% | 加碼 |
| Meridian Wealth Advisors, LLC | 1,637 | $33.7 萬 | 0.06% | +2+0.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 1,643 | $33.8 萬 | 0.08% | +1,185+258.7% | 加碼 |
| EP Wealth Advisors, LLC | 1,658 | $34.2 萬 | 0.00% | −45−2.6% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 1,682 | $34.6 萬 | 0.18% | −71−4.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 1,686 | $34.7 萬 | 0.04% | +113+7.2% | 加碼 |
| Ewa, LLC | 1,699 | $34.9 萬 | 0.16% | +9+0.5% | 加碼 |
| MCF Advisors LLC | 1,699 | $35.0 萬 | 0.03% | +5+0.3% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 1,708 | $35.2 萬 | 0.01% | +508+42.3% | 加碼 |
| Kinloch Capital, LLC | 1,710 | $35.2 萬 | 0.18% | +28+1.7% | 加碼 |
| L2 Asset Management, LLC | 1,712 | $35.3 萬 | 0.12% | +120+7.5% | 加碼 |
| Clarkston Capital Partners, LLC | 1,725 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Stevens Capital Management LP | 1,734 | $35.7 萬 | 0.07% | −6,226−78.2% | 減碼 |
| Independent Advisor Alliance | 1,741 | $35.9 萬 | 0.01% | +59+3.5% | 加碼 |
| Moors & Cabot, Inc. | 1,745 | $36.0 萬 | 0.02% | −284−14.0% | 減碼 |
| Insigneo Advisory Services, LLC | 1,756 | $36.2 萬 | 0.04% | +157+9.8% | 加碼 |
| RDA Financial Network | 1,762 | $36.3 萬 | 0.12% | +53+3.1% | 加碼 |
| Mayport, LLC | 1,768 | $36.4 萬 | 0.14% | +1,768 | 新進 |
| New Hampshire Trust | 1,778 | $36.6 萬 | 0.09% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 1,779 | $36.6 萬 | 0.06% | −6,150−77.6% | 減碼 |
| Apriem Advisors | 1,786 | $36.8 萬 | 0.05% | +1,786 | 新進 |
| Tyche Wealth Partners LLC | 1,797 | $37.0 萬 | 0.09% | −1,313−42.2% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 1,798 | $37.0 萬 | 0.17% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 1,799 | $37.1 萬 | 0.00% | +1,799 | 新進 |
| Litman Gregory Asset Management LLC | 1,800 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Dillon & Associates Inc | 1,800 | $37.1 萬 | 0.06% | +300+20.0% | 加碼 |
| Norris Perne & French LLP | 1,802 | $37.1 萬 | 0.03% | +46+2.6% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,812 | $37.3 萬 | 0.03% | +1+0.1% | 加碼 |
| James Hambro & Partners | 1,819 | $37.4 萬 | 0.02% | −826−31.2% | 減碼 |
| Cambridge Trust Co | 1,825 | $37.6 萬 | 0.01% | −81−4.2% | 減碼 |
| Humankind Investments LLC | 1,825 | $37.6 萬 | 0.10% | +119+7.0% | 加碼 |
| Portfolio Design Labs, LLC | 1,829 | $37.7 萬 | 0.13% | −4,106−69.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,831 | $37.7 萬 | 0.08% | +2+0.1% | 加碼 |
| Westover Capital Advisors, LLC | 1,843 | $38.0 萬 | 0.11% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,844 | $38.0 萬 | 0.04% | +68+3.8% | 加碼 |
| Atomi Financial Group, Inc. | 1,844 | $38.0 萬 | 0.04% | +262+16.6% | 加碼 |
| Gilbert & Cook, Inc. | 1,846 | $38.0 萬 | 0.05% | −8−0.4% | 減碼 |
| Abner Herrman & Brock LLC | 1,850 | $38.1 萬 | 0.05% | −20−1.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 1,850 | $38.2 萬 | 0.01% | +592+47.1% | 加碼 |
| Hall Laurie J Trustee | 1,860 | $38.3 萬 | 0.13% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 1,863 | $38.4 萬 | 0.05% | −123−6.2% | 減碼 |
| GLOBALT Investments LLC | 1,868 | $38.5 萬 | 0.02% | −172−8.4% | 減碼 |
| Optas, LLC | 1,880 | $38.7 萬 | 0.11% | +53+2.9% | 加碼 |
| Acima Private Wealth, LLC | 1,881 | $38.7 萬 | 0.14% | 00.0% | 不變 |
| Allstate Corp | 1,894 | $39.0 萬 | 0.03% | −188−9.0% | 減碼 |
| Cypress Capital Group | 1,894 | $39.0 萬 | 0.05% | +8+0.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,903 | $39.2 萬 | 0.07% | +362+23.5% | 加碼 |
| Capula Management Ltd | 1,904 | $39.2 萬 | 0.01% | +1,904 | 新進 |
| Inceptionr LLC | 1,911 | $39.4 萬 | 0.10% | +300+18.6% | 加碼 |
| CKW Financial Group | 1,930 | $39.4 萬 | 0.05% | +3+0.2% | 加碼 |
| Modera Wealth Management, LLC | 1,913 | $39.4 萬 | 0.01% | +92+5.1% | 加碼 |
| Journey Advisory Group, LLC | 1,920 | $39.5 萬 | 0.05% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 1,947 | $40.1 萬 | 0.04% | −54−2.7% | 減碼 |
| Willow Creek Wealth Management Inc. | 1,948 | $40.1 萬 | 0.05% | +9+0.5% | 加碼 |
| Avantax Planning Partners, Inc. | 1,953 | $40.2 萬 | 0.01% | +1,953 | 新進 |
| Mirabella Financial Services LLP | 1,959 | $40.4 萬 | 0.03% | +1,959 | 新進 |
| Wallace Capital Management Inc. | 1,960 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 1,969 | $40.6 萬 | 0.17% | +1,969 | 新進 |
| My Legacy Advisors, LLC | 1,984 | $40.9 萬 | 0.14% | +375+23.3% | 加碼 |
| Aprio Wealth Management, LLC | 1,994 | $41.1 萬 | 0.08% | +106+5.6% | 加碼 |
| S&CO Inc | 2,000 | $41.1 萬 | 0.03% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 1,996 | $41.1 萬 | 0.03% | +43+2.2% | 加碼 |
| Scientech Research LLC | 2,007 | $41.3 萬 | 0.22% | +2,007 | 新進 |
| Merrion Investment Management Co, LLC | 2,031 | $41.8 萬 | 0.30% | +500+32.7% | 加碼 |
| Mosley Wealth Management | 2,035 | $41.9 萬 | 0.39% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 2,040 | $42.0 萬 | 0.08% | +4+0.2% | 加碼 |
| Core Alternative Capital | 2,056 | $42.3 萬 | 0.08% | −225−9.9% | 減碼 |
| Tobam | 2,057 | $42.4 萬 | 0.04% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 2,060 | $42.4 萬 | 0.05% | +67+3.4% | 加碼 |
| Brookstone Capital Management | 2,070 | $42.6 萬 | 0.01% | +43+2.1% | 加碼 |
| Evernest Financial Advisors, LLC | 2,117 | $42.9 萬 | 0.20% | +346+19.5% | 加碼 |
| Congress Asset Management Co | 2,087 | $43.0 萬 | 0.00% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 2,088 | $43.0 萬 | 0.05% | +2,088 | 新進 |
| GAMMA Investing LLC | 2,094 | $43.1 萬 | 0.09% | +303+16.9% | 加碼 |
| Smith & Howard Wealth Management, LLC | 2,100 | $43.3 萬 | 0.13% | 00.0% | 不變 |