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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 8,841 | $182.1 萬 | 0.06% | +96+1.1% | 加碼 |
| Resources Investment Advisors, LLC. | 8,831 | $181.9 萬 | 0.03% | +184+2.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 8,824 | $181.8 萬 | 0.13% | +8,824 | 新進 |
| Evercore Wealth Management, LLC | 8,819 | $181.7 萬 | 0.03% | −71−0.8% | 減碼 |
| Quadrant Capital Group LLC | 8,816 | $181.6 萬 | 0.14% | −198−2.2% | 減碼 |
| Suncoast Equity Management | 8,758 | $180.4 萬 | 0.21% | +713+8.9% | 加碼 |
| PFG Advisors | 8,724 | $179.7 萬 | 0.13% | +876+11.2% | 加碼 |
| Groupama Asset Managment | 4,400 | $179.5 萬 | 0.03% | −5,936−57.4% | 減碼 |
| First National Trust Co | 8,707 | $179.3 萬 | 0.07% | −412−4.5% | 減碼 |
| RMR Wealth Builders | 8,674 | $178.7 萬 | 0.22% | −180−2.0% | 減碼 |
| Wealth Alliance | 8,655 | $178.3 萬 | 0.23% | −267−3.0% | 減碼 |
| Savant Capital, LLC | 8,648 | $178.1 萬 | 0.02% | −1,151−11.7% | 減碼 |
| Fiduciary Trust Co | 8,636 | $177.9 萬 | 0.03% | −436−4.8% | 減碼 |
| DoubleLine ETF Adviser LP | 8,566 | $176.4 萬 | 0.45% | +320+3.9% | 加碼 |
| Neville Rodie & Shaw Inc | 8,530 | $175.7 萬 | 0.13% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 8,492 | $174.9 萬 | 0.02% | +2,181+34.6% | 加碼 |
| Anthracite Investment Company, Inc. | 8,424 | $173.5 萬 | 0.87% | +8,424 | 新進 |
| WSFS Capital Management, LLC | 8,420 | $173.4 萬 | 0.10% | −1,286−13.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 8,411 | $173.2 萬 | 0.03% | 00.0% | 不變 |
| Qtron Investments LLC | 8,378 | $172.6 萬 | 0.24% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 8,245 | $169.8 萬 | 0.06% | +730+9.7% | 加碼 |
| First Manhattan Co | 8,109 | $167.7 萬 | 0.01% | +774+10.6% | 加碼 |
| Advisory Services Network, LLC | 8,066 | $166.1 萬 | 0.04% | −3,614−30.9% | 減碼 |
| Syon Capital LLC | 8,055 | $165.9 萬 | 0.16% | +291+3.7% | 加碼 |
| PDT Partners, LLC | 8,036 | $165.5 萬 | 0.16% | +8,036 | 新進 |
| LS Investment Advisors, LLC | 8,005 | $164.9 萬 | 0.26% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 7,971 | $164.2 萬 | 0.09% | +5,258+193.8% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 7,922 | $163.2 萬 | 0.29% | −34,314−81.2% | 減碼 |
| Congress Wealth Management LLC | 7,893 | $162.6 萬 | 0.03% | +1,447+22.4% | 加碼 |
| Value Partners Investments Inc. | 7,808 | $160.7 萬 | 0.13% | +7,808 | 新進 |
| TCTC Holdings, LLC | 7,738 | $159.4 萬 | 0.05% | 00.0% | 不變 |
| Lantz Financial LLC | 7,736 | $159.3 萬 | 0.51% | +36+0.5% | 加碼 |
| IAM Advisory, LLC | 7,727 | $159.2 萬 | 0.44% | +7,727 | 新進 |
| Ballentine Partners, LLC | 7,719 | $159.0 萬 | 0.03% | −69−0.9% | 減碼 |
| Adviser Investments LLC | 7,659 | $157.8 萬 | 0.02% | −202−2.6% | 減碼 |
| Missouri Trust & Investment Co | 7,636 | $157.3 萬 | 0.61% | −412−5.1% | 減碼 |
| Chesley Taft & Associates LLC | 7,615 | $156.9 萬 | 0.08% | −45−0.6% | 減碼 |
| Wimmer Associates 1, LLC | 7,610 | $156.8 萬 | 0.82% | +150+2.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 7,605 | $156.7 萬 | 0.27% | −389−4.9% | 減碼 |
| Profund Advisors LLC | 7,572 | $156.0 萬 | 0.06% | +938+14.1% | 加碼 |
| Clearstead Advisors, LLC | 7,503 | $154.2 萬 | 0.08% | +48+0.6% | 加碼 |
| Matrix Trust Co | 7,459 | $153.6 萬 | 0.35% | +7,459 | 新進 |
| Quest Partners LLC | 7,449 | $153.4 萬 | 0.27% | +3,977+114.5% | 加碼 |
| Fidelis Capital Partners, LLC | 7,442 | $153.3 萬 | 0.23% | +2,026+37.4% | 加碼 |
| Balentine LLC | 7,348 | $151.3 萬 | 0.05% | −3,088−29.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,317 | $150.7 萬 | 0.05% | +2,768+60.8% | 加碼 |
| Citizens & Northern Corp | 7,212 | $148.6 萬 | 0.50% | +987+15.9% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,194 | $148.2 萬 | 0.02% | −100−1.4% | 減碼 |
| Summit Financial, LLC | 7,192 | $148.1 萬 | 0.09% | −173−2.3% | 減碼 |
| Fox Run Management, L.L.C. | 7,157 | $147.4 萬 | 0.32% | +7,157 | 新進 |
| LMCG Investments, LLC | 6,951 | $143.2 萬 | 0.08% | −357−4.9% | 減碼 |
| RCS Financial Planning, LLC | 6,905 | $142.2 萬 | 0.88% | +10.0% | 加碼 |
| Wedmont Private Capital | 6,816 | $139.3 萬 | 0.10% | +59+0.9% | 加碼 |
| Smithfield Trust Co | 6,737 | $138.6 萬 | 0.07% | +65+1.0% | 加碼 |
| Boyd Watterson Asset Management LLC | 6,676 | $137.5 萬 | 0.49% | +659+11.0% | 加碼 |
| Pinnacle Associates Ltd | 6,657 | $137.1 萬 | 0.02% | −41−0.6% | 減碼 |
| Wintrust Investments LLC | 6,610 | $136.2 萬 | 0.12% | −128−1.9% | 減碼 |
| Venturi Wealth Management, LLC | 6,532 | $134.5 萬 | 0.09% | +1,433+28.1% | 加碼 |
| Checchi Capital Advisers, LLC | 6,512 | $134.1 萬 | 0.10% | +97+1.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,449 | $132.8 萬 | 0.13% | −26−0.4% | 減碼 |
| Elmwood Wealth Management, Inc. | 6,386 | $131.5 萬 | 0.56% | +2,814+78.8% | 加碼 |
| Citizens Financial Group Inc | 6,371 | $131.2 萬 | 0.04% | −11−0.2% | 減碼 |
| Parallel Advisors, LLC | 6,294 | $129.6 萬 | 0.04% | +493+8.5% | 加碼 |
| DF Dent & Co Inc | 6,289 | $129.5 萬 | 0.02% | +196+3.2% | 加碼 |
| Exchange Bank | 6,239 | $128.5 萬 | 1.06% | −29−0.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,217 | $128.1 萬 | 0.03% | +5+0.1% | 加碼 |
| Gries Financial LLC | 6,189 | $127.5 萬 | 0.21% | −303−4.7% | 減碼 |
| Norway Savings Bank | 6,166 | $127.0 萬 | 0.53% | +350+6.0% | 加碼 |
| United Bank | 6,139 | $126.5 萬 | 0.64% | +64+1.1% | 加碼 |
| Concord Wealth Partners | 6,132 | $126.3 萬 | 0.23% | −10−0.2% | 減碼 |
| AXS Investments LLC | 6,103 | $125.7 萬 | 0.30% | −922−13.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,083 | $125.3 萬 | 0.18% | −28−0.5% | 減碼 |
| Peapack Gladstone Financial Corp | 6,057 | $124.8 萬 | 0.02% | −28−0.5% | 減碼 |
| Grey Street Capital, LLC | 6,035 | $124.3 萬 | 0.17% | +6,035 | 新進 |
| Concord Asset Management, LLC | 6,026 | $124.1 萬 | 0.33% | −10−0.2% | 減碼 |
| Arden Trust Co | 5,998 | $123.5 萬 | 0.17% | −631−9.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 5,986 | $123.3 萬 | 0.00% | 00.0% | 不變 |
| Aries Wealth Management | 5,946 | $122.5 萬 | 0.39% | +51+0.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 5,944 | $122.4 萬 | 0.18% | −270−4.3% | 減碼 |
| US Asset Management LLC | 5,937 | $122.3 萬 | 1.10% | −80−1.3% | 減碼 |
| Clark Capital Management Group, Inc. | 5,923 | $122.0 萬 | 0.01% | +1,630+38.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,887 | $121.3 萬 | 0.10% | +732+14.2% | 加碼 |
| NorthRock Partners, LLC | 5,884 | $121.2 萬 | 0.05% | +100+1.7% | 加碼 |
| Shell Asset Management Co | 5,710 | $120.3 萬 | 0.05% | −146−2.5% | 減碼 |
| Axq Capital, LP | 5,800 | $119.5 萬 | 0.29% | +5,800 | 新進 |
| Lester Murray Antman dba SimplyRich | 5,774 | $119.0 萬 | 0.38% | +58+1.0% | 加碼 |
| Prosperity Financial Group, Inc. | 5,705 | $117.5 萬 | 0.73% | +64+1.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,700 | $117.4 萬 | 0.21% | 00.0% | 不變 |
| Caitlin John, LLC | 5,687 | $117.1 萬 | 0.89% | +786+16.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,681 | $117.0 萬 | 0.04% | −155−2.7% | 減碼 |
| Trust Asset Management LLC | 5,677 | $116.9 萬 | 0.10% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 5,676 | $116.9 萬 | 0.12% | +276+5.1% | 加碼 |
| Perigon Wealth Management, LLC | 5,653 | $116.4 萬 | 0.04% | +343+6.5% | 加碼 |
| D.A. Davidson & Co. | 5,617 | $115.7 萬 | 0.01% | −171−3.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 5,541 | $114.1 萬 | 0.21% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 5,505 | $113.4 萬 | 0.07% | +618+12.6% | 加碼 |
| Boltwood Capital Management | 5,494 | $113.2 萬 | 0.35% | −50−0.9% | 減碼 |
| Morse Asset Management, Inc | 5,420 | $111.6 萬 | 0.28% | +5,420 | 新進 |
| Dover Advisors, LLC | 5,394 | $111.1 萬 | 0.76% | +5,394 | 新進 |
| Center For Asset Management LLC | 5,343 | $110.1 萬 | 0.90% | −79−1.5% | 減碼 |