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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 2,428 | $50.0 萬 | 0.13% | +2,428 | 新進 |
| Kessler Investment Group, LLC | 2,426 | $50.0 萬 | 0.31% | +885+57.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,422 | $49.9 萬 | 0.02% | +2,284+1,655.1% | 加碼 |
| Arkadios Wealth Advisors | 2,396 | $49.3 萬 | 0.04% | +2+0.1% | 加碼 |
| GeoWealth Management, LLC | 2,392 | $49.3 萬 | 0.02% | +859+56.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 2,377 | $49.0 萬 | 0.05% | −355−13.0% | 減碼 |
| WBI Investments | 2,372 | $48.9 萬 | 0.10% | +2,372 | 新進 |
| Stockman Wealth Management, Inc. | 2,371 | $48.8 萬 | 0.09% | −139−5.5% | 減碼 |
| Powell Investment Advisors, LLC | 2,359 | $48.6 萬 | 0.26% | 00.0% | 不變 |
| PFG Investments, LLC | 2,349 | $48.4 萬 | 0.03% | +2,349 | 新進 |
| Ambassador Advisors, LLC | 2,343 | $48.3 萬 | 0.09% | +322+15.9% | 加碼 |
| Ledyard National Bank | 2,334 | $48.1 萬 | 0.05% | −250−9.7% | 減碼 |
| Tower Bridge Advisors | 2,329 | $48.0 萬 | 0.05% | −200−7.9% | 減碼 |
| Sigma Planning Corp | 2,327 | $47.9 萬 | 0.02% | +2,327 | 新進 |
| Vista Wealth Management Group, LLC | 2,327 | $47.9 萬 | 0.04% | +1,035+80.1% | 加碼 |
| Empirical Asset Management, LLC | 2,320 | $47.8 萬 | 0.23% | +2,320 | 新進 |
| Farther Finance Advisors, LLC | 2,339 | $47.7 萬 | 0.03% | +871+59.3% | 加碼 |
| Penserra Capital Management LLC | 2,313 | $47.6 萬 | 0.01% | −2,159−48.3% | 減碼 |
| Roble, Belko & Company, Inc | 2,306 | $47.5 萬 | 0.08% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,306 | $47.5 萬 | 0.04% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 2,293 | $47.2 萬 | 0.47% | −1,375−37.5% | 減碼 |
| Mutual Advisors, LLC | 2,285 | $47.1 萬 | 0.02% | +30+1.3% | 加碼 |
| Glenview Trust Co | 2,285 | $47.1 萬 | 0.01% | +51+2.3% | 加碼 |
| Drake & Associates, LLC | 2,281 | $47.0 萬 | 0.17% | +35+1.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,270 | $46.8 萬 | 0.03% | +170+8.1% | 加碼 |
| Geller Advisors LLC | 2,267 | $46.7 萬 | 0.04% | +42+1.9% | 加碼 |
| Talisman Wealth Advisors LLC | 2,265 | $46.7 萬 | 0.59% | −19−0.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,262 | $46.6 萬 | 0.04% | −192−7.8% | 減碼 |
| IFP Advisors, Inc | 2,260 | $46.6 萬 | 0.02% | 00.0% | 不變 |
| TFB Advisors LLC | 2,323 | $46.4 萬 | 0.17% | +2,323 | 新進 |
| Opus Capital Group, LLC | 2,224 | $45.8 萬 | 0.07% | −315−12.4% | 減碼 |
| Quotient Wealth Partners, LLC | 2,218 | $45.7 萬 | 0.02% | +312+16.4% | 加碼 |
| Aaron Wealth Advisors | 2,184 | $45.0 萬 | 0.06% | −176−7.5% | 減碼 |
| Mairs & Power Inc | 2,178 | $44.9 萬 | 0.00% | +19+0.9% | 加碼 |
| Cynosure Management, LLC | 2,177 | $44.8 萬 | 0.08% | +2,177 | 新進 |
| Legacy Financial Advisors, Inc. | 2,173 | $44.8 萬 | 0.08% | +198+10.0% | 加碼 |
| David Loasby | 2,162 | $44.2 萬 | 0.04% | +145+7.2% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 2,138 | $44.0 萬 | 0.36% | 00.0% | 不變 |
| Parsons Capital Management Inc | 2,131 | $43.9 萬 | 0.03% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 2,114 | $43.5 萬 | 0.07% | +12+0.6% | 加碼 |
| Bank of New Hampshire | 2,111 | $43.5 萬 | 0.11% | −150−6.6% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,106 | $43.4 萬 | 0.01% | +53+2.6% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,149 | $43.4 萬 | 0.08% | 00.0% | 不變 |
| Smith, Salley & Associates | 2,103 | $43.3 萬 | 0.03% | +419+24.9% | 加碼 |
| Smith & Howard Wealth Management, LLC | 2,100 | $43.3 萬 | 0.13% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,094 | $43.1 萬 | 0.09% | +303+16.9% | 加碼 |
| Prosperity Consulting Group, LLC | 2,088 | $43.0 萬 | 0.05% | +2,088 | 新進 |
| Congress Asset Management Co | 2,087 | $43.0 萬 | 0.00% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 2,117 | $42.9 萬 | 0.20% | +346+19.5% | 加碼 |
| Brookstone Capital Management | 2,070 | $42.6 萬 | 0.01% | +43+2.1% | 加碼 |
| Main Street Financial Solutions, LLC | 2,060 | $42.4 萬 | 0.05% | +67+3.4% | 加碼 |
| Tobam | 2,057 | $42.4 萬 | 0.04% | 00.0% | 不變 |
| Core Alternative Capital | 2,056 | $42.3 萬 | 0.08% | −225−9.9% | 減碼 |
| Carolinas Wealth Consulting LLC | 2,040 | $42.0 萬 | 0.08% | +4+0.2% | 加碼 |
| Mosley Wealth Management | 2,035 | $41.9 萬 | 0.39% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 2,031 | $41.8 萬 | 0.30% | +500+32.7% | 加碼 |
| Scientech Research LLC | 2,007 | $41.3 萬 | 0.22% | +2,007 | 新進 |
| Kanawha Capital Management LLC | 1,996 | $41.1 萬 | 0.03% | +43+2.2% | 加碼 |
| S&CO Inc | 2,000 | $41.1 萬 | 0.03% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 1,994 | $41.1 萬 | 0.08% | +106+5.6% | 加碼 |
| My Legacy Advisors, LLC | 1,984 | $40.9 萬 | 0.14% | +375+23.3% | 加碼 |
| Catalina Capital Group, LLC | 1,969 | $40.6 萬 | 0.17% | +1,969 | 新進 |
| Wallace Capital Management Inc. | 1,960 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 1,959 | $40.4 萬 | 0.03% | +1,959 | 新進 |
| Avantax Planning Partners, Inc. | 1,953 | $40.2 萬 | 0.01% | +1,953 | 新進 |
| Willow Creek Wealth Management Inc. | 1,948 | $40.1 萬 | 0.05% | +9+0.5% | 加碼 |
| Verus Capital Partners, LLC | 1,947 | $40.1 萬 | 0.04% | −54−2.7% | 減碼 |
| Journey Advisory Group, LLC | 1,920 | $39.5 萬 | 0.05% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 1,913 | $39.4 萬 | 0.01% | +92+5.1% | 加碼 |
| CKW Financial Group | 1,930 | $39.4 萬 | 0.05% | +3+0.2% | 加碼 |
| Inceptionr LLC | 1,911 | $39.4 萬 | 0.10% | +300+18.6% | 加碼 |
| Capula Management Ltd | 1,904 | $39.2 萬 | 0.01% | +1,904 | 新進 |
| Mayflower Financial Advisors, LLC | 1,903 | $39.2 萬 | 0.07% | +362+23.5% | 加碼 |
| Cypress Capital Group | 1,894 | $39.0 萬 | 0.05% | +8+0.4% | 加碼 |
| Allstate Corp | 1,894 | $39.0 萬 | 0.03% | −188−9.0% | 減碼 |
| Acima Private Wealth, LLC | 1,881 | $38.7 萬 | 0.14% | 00.0% | 不變 |
| Optas, LLC | 1,880 | $38.7 萬 | 0.11% | +53+2.9% | 加碼 |
| GLOBALT Investments LLC | 1,868 | $38.5 萬 | 0.02% | −172−8.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 1,863 | $38.4 萬 | 0.05% | −123−6.2% | 減碼 |
| Hall Laurie J Trustee | 1,860 | $38.3 萬 | 0.13% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 1,850 | $38.2 萬 | 0.01% | +592+47.1% | 加碼 |
| Abner Herrman & Brock LLC | 1,850 | $38.1 萬 | 0.05% | −20−1.1% | 減碼 |
| Gilbert & Cook, Inc. | 1,846 | $38.0 萬 | 0.05% | −8−0.4% | 減碼 |
| 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 |
| Westover Capital Advisors, LLC | 1,843 | $38.0 萬 | 0.11% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,831 | $37.7 萬 | 0.08% | +2+0.1% | 加碼 |
| Portfolio Design Labs, LLC | 1,829 | $37.7 萬 | 0.13% | −4,106−69.2% | 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 |
| James Hambro & Partners | 1,819 | $37.4 萬 | 0.02% | −826−31.2% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,812 | $37.3 萬 | 0.03% | +1+0.1% | 加碼 |
| Norris Perne & French LLP | 1,802 | $37.1 萬 | 0.03% | +46+2.6% | 加碼 |
| Dillon & Associates Inc | 1,800 | $37.1 萬 | 0.06% | +300+20.0% | 加碼 |
| Litman Gregory Asset Management LLC | 1,800 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 1,799 | $37.1 萬 | 0.00% | +1,799 | 新進 |
| Cassady Schiller Wealth Management, LLC | 1,798 | $37.0 萬 | 0.17% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 1,797 | $37.0 萬 | 0.09% | −1,313−42.2% | 減碼 |
| Apriem Advisors | 1,786 | $36.8 萬 | 0.05% | +1,786 | 新進 |
| USA Financial Portformulas Corp | 1,779 | $36.6 萬 | 0.06% | −6,150−77.6% | 減碼 |