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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 4,444 | $91.5 萬 | 0.23% | +9+0.2% | 加碼 |
| Pearl River Capital, LLC | 4,460 | $91.9 萬 | 0.15% | +4,460 | 新進 |
| Summit Trail Advisors, LLC | 4,474 | $92.2 萬 | 0.02% | +1,094+32.4% | 加碼 |
| Capital Investment Advisors, LLC | 4,486 | $92.4 萬 | 0.02% | −128−2.8% | 減碼 |
| Lincoln National Corp | 4,503 | $92.8 萬 | 0.01% | +435+10.7% | 加碼 |
| Red Door Wealth Management, LLC | 4,538 | $93.5 萬 | 0.18% | +599+15.2% | 加碼 |
| Allred Capital Management, LLC | 4,558 | $93.9 萬 | 0.37% | −38−0.8% | 減碼 |
| Kathmere Capital Management, LLC | 4,576 | $94.3 萬 | 0.11% | +658+16.8% | 加碼 |
| West Family Investments, Inc. | 4,614 | $95.0 萬 | 0.29% | +194+4.4% | 加碼 |
| Nilsine Partners, LLC | 4,625 | $95.3 萬 | 0.13% | −332−6.7% | 減碼 |
| Manchester Capital Management LLC | 4,630 | $95.4 萬 | 0.12% | −167−3.5% | 減碼 |
| Integrated Advisors Network LLC | 4,648 | $95.7 萬 | 0.05% | +8+0.2% | 加碼 |
| Criterion Capital Advisors, LLC | 4,663 | $96.1 萬 | 0.64% | −117−2.4% | 減碼 |
| Jefferies Financial Group Inc. | 4,677 | $96.3 萬 | 0.02% | −323−6.5% | 減碼 |
| Beck Bode, LLC | 4,702 | $96.9 萬 | 0.20% | 00.0% | 不變 |
| Jump Financial, LLC | 4,702 | $96.9 萬 | 0.03% | +4,702 | 新進 |
| Essex Investment Management Co LLC | 4,719 | $97.2 萬 | 0.19% | −392−7.7% | 減碼 |
| Murphy Pohlad Asset Management LLC | 4,730 | $97.4 萬 | 0.38% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 4,790 | $98.7 萬 | 0.01% | −1,504−23.9% | 減碼 |
| Global Retirement Partners, LLC | 4,802 | $98.9 萬 | 0.04% | +3+0.1% | 加碼 |
| Choate Investment Advisors | 4,860 | $100.1 萬 | 0.03% | +3,252+202.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,860 | $100.1 萬 | 0.11% | +89+1.9% | 加碼 |
| TownSquare Capital, LLC | 4,887 | $100.7 萬 | 0.01% | +2,145+78.2% | 加碼 |
| Stephens Inc | 4,889 | $100.7 萬 | 0.02% | +501+11.4% | 加碼 |
| Douglas Lane & Associates, LLC | 4,897 | $100.9 萬 | 0.01% | 00.0% | 不變 |
| Atlas Private Wealth Management | 4,905 | $101.0 萬 | 0.42% | +757+18.2% | 加碼 |
| Boston Financial Mangement LLC | 4,924 | $101.4 萬 | 0.03% | 00.0% | 不變 |
| HM Payson & Co | 4,928 | $101.5 萬 | 0.02% | +13+0.3% | 加碼 |
| Cascade Financial Partners, LLC | 5,136 | $101.7 萬 | 0.15% | +5,136 | 新進 |
| Valeo Financial Advisors, LLC | 5,148 | $103.4 萬 | 0.04% | +187+3.8% | 加碼 |
| We Are One Seven, LLC | 5,070 | $104.4 萬 | 0.05% | +363+7.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,075 | $104.5 萬 | 0.08% | +3,061+152.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 5,085 | $104.7 萬 | 0.07% | +256+5.3% | 加碼 |
| Diversify Advisory Services, LLC | 5,141 | $104.8 萬 | 0.06% | +5,141 | 新進 |
| Lake Street Advisors Group, LLC | 5,136 | $105.8 萬 | 0.05% | +98+1.9% | 加碼 |
| West Paces Advisors Inc. | 5,144 | $105.9 萬 | 0.28% | −513−9.1% | 減碼 |
| Principal Securities, Inc. | 5,164 | $106.4 萬 | 0.03% | +586+12.8% | 加碼 |
| Charter Trust Co | 5,188 | $106.9 萬 | 0.07% | +789+17.9% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $106.9 萬 | 0.62% | 00.0% | 不變 |
| Regents of the University of California | 5,200 | $107.1 萬 | 0.31% | 00.0% | 不變 |
| Cigna Investments Inc | 5,232 | $107.7 萬 | 0.20% | −146−2.7% | 減碼 |
| Highview Capital Management LLC | 5,252 | $108.2 萬 | 0.49% | −162−3.0% | 減碼 |
| Personal Cfo Solutions, LLC | 5,300 | $109.2 萬 | 0.17% | +430+8.8% | 加碼 |
| AA Financial Advisors, LLC | 5,307 | $109.3 萬 | 0.44% | +5,307 | 新進 |
| Center For Asset Management LLC | 5,343 | $110.1 萬 | 0.90% | −79−1.5% | 減碼 |
| Dover Advisors, LLC | 5,394 | $111.1 萬 | 0.76% | +5,394 | 新進 |
| Morse Asset Management, Inc | 5,420 | $111.6 萬 | 0.28% | +5,420 | 新進 |
| Boltwood Capital Management | 5,494 | $113.2 萬 | 0.35% | −50−0.9% | 減碼 |
| CAPROCK Group, Inc. | 5,505 | $113.4 萬 | 0.07% | +618+12.6% | 加碼 |
| Knollwood Investment Advisory, LLC | 5,541 | $114.1 萬 | 0.21% | 00.0% | 不變 |
| D.A. Davidson & Co. | 5,617 | $115.7 萬 | 0.01% | −171−3.0% | 減碼 |
| Perigon Wealth Management, LLC | 5,653 | $116.4 萬 | 0.04% | +343+6.5% | 加碼 |
| Meeder Advisory Services, Inc. | 5,676 | $116.9 萬 | 0.12% | +276+5.1% | 加碼 |
| Trust Asset Management LLC | 5,677 | $116.9 萬 | 0.10% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,681 | $117.0 萬 | 0.04% | −155−2.7% | 減碼 |
| Caitlin John, LLC | 5,687 | $117.1 萬 | 0.89% | +786+16.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,700 | $117.4 萬 | 0.21% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 5,705 | $117.5 萬 | 0.73% | +64+1.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,774 | $119.0 萬 | 0.38% | +58+1.0% | 加碼 |
| Axq Capital, LP | 5,800 | $119.5 萬 | 0.29% | +5,800 | 新進 |
| Shell Asset Management Co | 5,710 | $120.3 萬 | 0.05% | −146−2.5% | 減碼 |
| NorthRock Partners, LLC | 5,884 | $121.2 萬 | 0.05% | +100+1.7% | 加碼 |
| Eqis Capital Management, Inc. | 5,887 | $121.3 萬 | 0.10% | +732+14.2% | 加碼 |
| Clark Capital Management Group, Inc. | 5,923 | $122.0 萬 | 0.01% | +1,630+38.0% | 加碼 |
| US Asset Management LLC | 5,937 | $122.3 萬 | 1.10% | −80−1.3% | 減碼 |
| Canandaigua National Bank & Trust Co | 5,944 | $122.4 萬 | 0.18% | −270−4.3% | 減碼 |
| Aries Wealth Management | 5,946 | $122.5 萬 | 0.39% | +51+0.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 5,986 | $123.3 萬 | 0.00% | 00.0% | 不變 |
| Arden Trust Co | 5,998 | $123.5 萬 | 0.17% | −631−9.5% | 減碼 |
| Concord Asset Management, LLC | 6,026 | $124.1 萬 | 0.33% | −10−0.2% | 減碼 |
| Grey Street Capital, LLC | 6,035 | $124.3 萬 | 0.17% | +6,035 | 新進 |
| Peapack Gladstone Financial Corp | 6,057 | $124.8 萬 | 0.02% | −28−0.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,083 | $125.3 萬 | 0.18% | −28−0.5% | 減碼 |
| AXS Investments LLC | 6,103 | $125.7 萬 | 0.30% | −922−13.1% | 減碼 |
| Concord Wealth Partners | 6,132 | $126.3 萬 | 0.23% | −10−0.2% | 減碼 |
| United Bank | 6,139 | $126.5 萬 | 0.64% | +64+1.1% | 加碼 |
| Norway Savings Bank | 6,166 | $127.0 萬 | 0.53% | +350+6.0% | 加碼 |
| Gries Financial LLC | 6,189 | $127.5 萬 | 0.21% | −303−4.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,217 | $128.1 萬 | 0.03% | +5+0.1% | 加碼 |
| Exchange Bank | 6,239 | $128.5 萬 | 1.06% | −29−0.5% | 減碼 |
| DF Dent & Co Inc | 6,289 | $129.5 萬 | 0.02% | +196+3.2% | 加碼 |
| Parallel Advisors, LLC | 6,294 | $129.6 萬 | 0.04% | +493+8.5% | 加碼 |
| Citizens Financial Group Inc | 6,371 | $131.2 萬 | 0.04% | −11−0.2% | 減碼 |
| Elmwood Wealth Management, Inc. | 6,386 | $131.5 萬 | 0.56% | +2,814+78.8% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,449 | $132.8 萬 | 0.13% | −26−0.4% | 減碼 |
| Checchi Capital Advisers, LLC | 6,512 | $134.1 萬 | 0.10% | +97+1.5% | 加碼 |
| Venturi Wealth Management, LLC | 6,532 | $134.5 萬 | 0.09% | +1,433+28.1% | 加碼 |
| Wintrust Investments LLC | 6,610 | $136.2 萬 | 0.12% | −128−1.9% | 減碼 |
| Pinnacle Associates Ltd | 6,657 | $137.1 萬 | 0.02% | −41−0.6% | 減碼 |
| Boyd Watterson Asset Management LLC | 6,676 | $137.5 萬 | 0.49% | +659+11.0% | 加碼 |
| Smithfield Trust Co | 6,737 | $138.6 萬 | 0.07% | +65+1.0% | 加碼 |
| Wedmont Private Capital | 6,816 | $139.3 萬 | 0.10% | +59+0.9% | 加碼 |
| RCS Financial Planning, LLC | 6,905 | $142.2 萬 | 0.88% | +10.0% | 加碼 |
| LMCG Investments, LLC | 6,951 | $143.2 萬 | 0.08% | −357−4.9% | 減碼 |
| Fox Run Management, L.L.C. | 7,157 | $147.4 萬 | 0.32% | +7,157 | 新進 |
| Summit Financial, LLC | 7,192 | $148.1 萬 | 0.09% | −173−2.3% | 減碼 |
| Thompson Siegel & Walmsley LLC | 7,194 | $148.2 萬 | 0.02% | −100−1.4% | 減碼 |
| Citizens & Northern Corp | 7,212 | $148.6 萬 | 0.50% | +987+15.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,317 | $150.7 萬 | 0.05% | +2,768+60.8% | 加碼 |
| Balentine LLC | 7,348 | $151.3 萬 | 0.05% | −3,088−29.6% | 減碼 |