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 |
|---|---|---|---|---|---|
| Spirepoint Private Client, LLC | 3,058 | $63.0 萬 | 0.10% | +3,058 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 3,062 | $63.1 萬 | 0.02% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 3,062 | $63.1 萬 | 0.19% | 00.0% | 不變 |
| Baader Bank INC | 3,070 | $63.2 萬 | 0.05% | −59−1.9% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 3,074 | $63.3 萬 | 0.23% | −188−5.8% | 減碼 |
| Founders Financial Securities LLC | 3,103 | $63.9 萬 | 0.07% | +187+6.4% | 加碼 |
| Waldron Private Wealth LLC | 3,106 | $64.0 萬 | 0.03% | +10.0% | 加碼 |
| Defined Wealth Management, LLC | 3,115 | $64.2 萬 | 0.46% | −3−0.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,116 | $64.2 萬 | 0.04% | +290+10.3% | 加碼 |
| Bill Few Associates, Inc. | 3,150 | $64.9 萬 | 0.26% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,155 | $65.0 萬 | 0.13% | −37−1.2% | 減碼 |
| WestHill Financial Advisors, Inc. | 3,163 | $65.2 萬 | 0.16% | +2,013+175.0% | 加碼 |
| Waller Financial Planning Group, Inc | 3,168 | $65.3 萬 | 0.17% | +11+0.3% | 加碼 |
| Amplius Wealth Advisors, LLC | 3,173 | $65.4 萬 | 0.07% | −473−13.0% | 減碼 |
| Leavell Investment Management, Inc. | 3,175 | $65.4 萬 | 0.04% | +17+0.5% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $65.9 萬 | 0.13% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 3,224 | $66.4 萬 | 0.04% | −191−5.6% | 減碼 |
| Smartleaf Asset Management LLC | 3,243 | $66.7 萬 | 0.13% | +844+35.2% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $66.8 萬 | 0.09% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $66.9 萬 | 0.09% | 00.0% | 不變 |
| Abbrea Capital, LLC | 3,259 | $67.1 萬 | 0.09% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,273 | $67.4 萬 | 0.22% | −96−2.8% | 減碼 |
| Empower Advisory Group, LLC | 3,297 | $67.9 萬 | 0.00% | +12+0.4% | 加碼 |
| Hilltop Holdings Inc. | 3,348 | $69.0 萬 | 0.08% | 00.0% | 不變 |
| Allworth Financial LP | 3,351 | $69.0 萬 | 0.00% | +2,202+191.6% | 加碼 |
| SRB Corp | 3,401 | $70.1 萬 | 0.04% | +3,401 | 新進 |
| Strategic Blueprint, LLC | 3,411 | $70.3 萬 | 0.05% | +54+1.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,438 | $70.8 萬 | 0.05% | −588−14.6% | 減碼 |
| Graypoint LLC | 3,438 | $70.8 萬 | 0.05% | +35+1.0% | 加碼 |
| Mma Asset Management LLC | 3,495 | $71.2 萬 | 0.33% | +3,495 | 新進 |
| Skopos Labs, Inc. | 3,499 | $71.3 萬 | 0.31% | +211+6.4% | 加碼 |
| Caldwell Trust Co | 3,471 | $71.5 萬 | 0.08% | −31−0.9% | 減碼 |
| Financial Advocates Investment Management | 3,480 | $71.7 萬 | 0.04% | +245+7.6% | 加碼 |
| Noesis Capital Mangement Corp | 3,500 | $72.1 萬 | 0.16% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $72.1 萬 | 0.26% | 00.0% | 不變 |
| Coulter & Justus Financial Services, LLC | 3,500 | $72.1 萬 | 0.16% | +3,500 | 新進 |
| Cullen/Frost Bankers, Inc. | 3,536 | $72.8 萬 | 0.01% | −58−1.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,545 | $73.0 萬 | 0.06% | +3,545 | 新進 |
| NorthStar Asset Management LLC | 3,600 | $74.2 萬 | 0.56% | +627+21.1% | 加碼 |
| Vista Investment Partners LLC | 3,600 | $74.2 萬 | 0.25% | 00.0% | 不變 |
| Ellevest, Inc. | 3,623 | $74.6 萬 | 0.05% | −166−4.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,624 | $74.7 萬 | 0.09% | −44−1.2% | 減碼 |
| Conning Inc. | 3,638 | $74.9 萬 | 0.02% | −90−2.4% | 減碼 |
| Proequities, Inc. | 3,654 | $75.3 萬 | 0.05% | +865+31.0% | 加碼 |
| Ostrum Asset Management | 3,657 | $75.3 萬 | 0.06% | +1,417+63.3% | 加碼 |
| Benjamin Edwards Inc | 3,664 | $75.5 萬 | 0.15% | +1,681+84.8% | 加碼 |
| Shira Ridge Wealth Management | 3,669 | $75.6 萬 | 0.43% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,674 | $75.7 萬 | 0.01% | +589+19.1% | 加碼 |
| Hutchinson Capital Management | 3,676 | $75.7 萬 | 0.15% | +6+0.2% | 加碼 |
| Louisbourg Investments Inc. | 4,911 | $75.9 萬 | 0.21% | −13−0.3% | 減碼 |
| Capstone Investment Advisors, LLC | 3,689 | $76.0 萬 | 0.01% | +3,689 | 新進 |
| ISAM Funds (UK) Ltd | 3,689 | $76.0 萬 | 0.44% | +3,689 | 新進 |
| Northwest Bank & Trust Co | 3,818 | $76.1 萬 | 0.70% | −14−0.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $76.7 萬 | 0.01% | 00.0% | 不變 |
| McAdam, LLC | 3,728 | $76.8 萬 | 0.05% | −16−0.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,813 | $76.8 萬 | 0.01% | −628−14.1% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 3,749 | $77.2 萬 | 0.16% | −142−3.6% | 減碼 |
| Two Sigma Securities, LLC | 3,749 | $77.2 萬 | 0.04% | +3,749 | 新進 |
| Westpac Banking Corp | 3,775 | $77.8 萬 | 0.06% | +7+0.2% | 加碼 |
| Gateway Investment Advisers LLC | 3,787 | $78.0 萬 | 0.01% | −190−4.8% | 減碼 |
| VeraBank, N.A. | 3,790 | $78.1 萬 | 0.24% | −6−0.2% | 減碼 |
| Quadcap Wealth Management, LLC | 3,792 | $78.1 萬 | 0.18% | −313−7.6% | 減碼 |
| Csenge Advisory Group | 3,809 | $78.5 萬 | 0.04% | +132+3.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 3,850 | $79.3 萬 | 0.01% | +143+3.9% | 加碼 |
| TrinityPoint Wealth, LLC | 3,874 | $79.8 萬 | 0.13% | −36−0.9% | 減碼 |
| Clarius Group, LLC | 3,887 | $80.1 萬 | 0.06% | −573−12.8% | 減碼 |
| Brevan Howard Capital Management LP | 3,897 | $80.3 萬 | 0.07% | −1,222−23.9% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,912 | $80.6 萬 | 0.21% | +15+0.4% | 加碼 |
| Trust Point Inc. | 3,917 | $80.7 萬 | 0.06% | −1,279−24.6% | 減碼 |
| Nicolet Bankshares Inc | 3,917 | $80.7 萬 | 0.20% | +23+0.6% | 加碼 |
| Dakota Wealth Management | 3,930 | $81.0 萬 | 0.02% | −58−1.5% | 減碼 |
| Fiducient Advisors LLC | 3,936 | $81.1 萬 | 0.16% | −925−19.0% | 減碼 |
| Financial Counselors Inc | 3,985 | $82.1 萬 | 0.01% | +145+3.8% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,991 | $82.2 萬 | 0.09% | −782−16.4% | 減碼 |
| Wedbush Securities Inc | 4,005 | $82.5 萬 | 0.03% | +2,012+101.0% | 加碼 |
| Atlantic Union Bankshares Corp | 4,028 | $83.0 萬 | 0.07% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 4,053 | $83.5 萬 | 0.01% | −117−2.8% | 減碼 |
| GM Advisory Group, Inc. | 4,058 | $83.6 萬 | 0.06% | +47+1.2% | 加碼 |
| ASB Consultores, LLC | 4,063 | $83.7 萬 | 0.22% | +2,823+227.7% | 加碼 |
| Fortis Capital Advisors, LLC | 4,164 | $85.8 萬 | 0.36% | +3,079+283.8% | 加碼 |
| Warther Private Wealth, LLC | 4,169 | $85.9 萬 | 0.38% | +4,169 | 新進 |
| Western Wealth Management, LLC | 4,179 | $86.1 萬 | 0.07% | +137+3.4% | 加碼 |
| Fulton Bank, N.A. | 4,179 | $86.1 萬 | 0.04% | −95−2.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,180 | $86.1 萬 | 0.05% | +4,180 | 新進 |
| Versor Investments LP | 4,200 | $86.5 萬 | 0.17% | −3,103−42.5% | 減碼 |
| SRN Advisors, LLC | 4,205 | $86.6 萬 | 0.68% | +204+5.1% | 加碼 |
| AMG National Trust Bank | 4,214 | $86.8 萬 | 0.03% | +438+11.6% | 加碼 |
| Symmetry Partners, LLC | 4,218 | $86.9 萬 | 0.07% | 00.0% | 不變 |
| Spire Wealth Management | 4,222 | $87.0 萬 | 0.02% | −348−7.6% | 減碼 |
| Genesee Capital Advisors, LLC | 4,231 | $87.2 萬 | 0.48% | +4,231 | 新進 |
| Schechter Investment Advisors, LLC | 4,252 | $87.6 萬 | 0.07% | +146+3.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 4,278 | $88.1 萬 | 0.04% | +415+10.7% | 加碼 |
| Advance Capital Management, Inc. | 4,292 | $88.4 萬 | 0.06% | −6−0.1% | 減碼 |
| SFMG, LLC | 4,326 | $89.1 萬 | 0.08% | +14+0.3% | 加碼 |
| JGP Wealth Management, LLC | 4,332 | $89.2 萬 | 0.13% | −146−3.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 4,375 | $90.1 萬 | 0.14% | −67−1.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,524 | $90.2 萬 | 0.07% | +312+7.4% | 加碼 |
| Oppenheimer & Co Inc | 4,380 | $90.2 萬 | 0.01% | −53−1.2% | 減碼 |
| Connecticut Wealth Management, LLC | 4,382 | $90.3 萬 | 0.05% | +80+1.9% | 加碼 |
| Marshall Financial Group LLC | 4,428 | $91.2 萬 | 0.26% | +435+10.9% | 加碼 |