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 |
|---|---|---|---|---|---|
| AA Financial Advisors, LLC | 5,307 | $109.3 萬 | 0.44% | +5,307 | 新進 |
| Personal Cfo Solutions, LLC | 5,300 | $109.2 萬 | 0.17% | +430+8.8% | 加碼 |
| Highview Capital Management LLC | 5,252 | $108.2 萬 | 0.49% | −162−3.0% | 減碼 |
| Cigna Investments Inc | 5,232 | $107.7 萬 | 0.20% | −146−2.7% | 減碼 |
| Regents of the University of California | 5,200 | $107.1 萬 | 0.31% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,191 | $106.9 萬 | 0.62% | 00.0% | 不變 |
| Charter Trust Co | 5,188 | $106.9 萬 | 0.07% | +789+17.9% | 加碼 |
| Principal Securities, Inc. | 5,164 | $106.4 萬 | 0.03% | +586+12.8% | 加碼 |
| West Paces Advisors Inc. | 5,144 | $105.9 萬 | 0.28% | −513−9.1% | 減碼 |
| Lake Street Advisors Group, LLC | 5,136 | $105.8 萬 | 0.05% | +98+1.9% | 加碼 |
| Diversify Advisory Services, LLC | 5,141 | $104.8 萬 | 0.06% | +5,141 | 新進 |
| Dorsey & Whitney Trust CO LLC | 5,085 | $104.7 萬 | 0.07% | +256+5.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,075 | $104.5 萬 | 0.08% | +3,061+152.0% | 加碼 |
| We Are One Seven, LLC | 5,070 | $104.4 萬 | 0.05% | +363+7.7% | 加碼 |
| Valeo Financial Advisors, LLC | 5,148 | $103.4 萬 | 0.04% | +187+3.8% | 加碼 |
| Cascade Financial Partners, LLC | 5,136 | $101.7 萬 | 0.15% | +5,136 | 新進 |
| HM Payson & Co | 4,928 | $101.5 萬 | 0.02% | +13+0.3% | 加碼 |
| Boston Financial Mangement LLC | 4,924 | $101.4 萬 | 0.03% | 00.0% | 不變 |
| Atlas Private Wealth Management | 4,905 | $101.0 萬 | 0.42% | +757+18.2% | 加碼 |
| Douglas Lane & Associates, LLC | 4,897 | $100.9 萬 | 0.01% | 00.0% | 不變 |
| Stephens Inc | 4,889 | $100.7 萬 | 0.02% | +501+11.4% | 加碼 |
| TownSquare Capital, LLC | 4,887 | $100.7 萬 | 0.01% | +2,145+78.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,860 | $100.1 萬 | 0.11% | +89+1.9% | 加碼 |
| Choate Investment Advisors | 4,860 | $100.1 萬 | 0.03% | +3,252+202.2% | 加碼 |
| Global Retirement Partners, LLC | 4,802 | $98.9 萬 | 0.04% | +3+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,790 | $98.7 萬 | 0.01% | −1,504−23.9% | 減碼 |
| Murphy Pohlad Asset Management LLC | 4,730 | $97.4 萬 | 0.38% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 4,719 | $97.2 萬 | 0.19% | −392−7.7% | 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 |
| Jefferies Financial Group Inc. | 4,677 | $96.3 萬 | 0.02% | −323−6.5% | 減碼 |
| Criterion Capital Advisors, LLC | 4,663 | $96.1 萬 | 0.64% | −117−2.4% | 減碼 |
| Integrated Advisors Network LLC | 4,648 | $95.7 萬 | 0.05% | +8+0.2% | 加碼 |
| Manchester Capital Management LLC | 4,630 | $95.4 萬 | 0.12% | −167−3.5% | 減碼 |
| Nilsine Partners, LLC | 4,625 | $95.3 萬 | 0.13% | −332−6.7% | 減碼 |
| West Family Investments, Inc. | 4,614 | $95.0 萬 | 0.29% | +194+4.4% | 加碼 |
| Kathmere Capital Management, LLC | 4,576 | $94.3 萬 | 0.11% | +658+16.8% | 加碼 |
| Allred Capital Management, LLC | 4,558 | $93.9 萬 | 0.37% | −38−0.8% | 減碼 |
| Red Door Wealth Management, LLC | 4,538 | $93.5 萬 | 0.18% | +599+15.2% | 加碼 |
| Lincoln National Corp | 4,503 | $92.8 萬 | 0.01% | +435+10.7% | 加碼 |
| Capital Investment Advisors, LLC | 4,486 | $92.4 萬 | 0.02% | −128−2.8% | 減碼 |
| Summit Trail Advisors, LLC | 4,474 | $92.2 萬 | 0.02% | +1,094+32.4% | 加碼 |
| Pearl River Capital, LLC | 4,460 | $91.9 萬 | 0.15% | +4,460 | 新進 |
| Quadrant Private Wealth Management, LLC | 4,444 | $91.5 萬 | 0.23% | +9+0.2% | 加碼 |
| Marshall Financial Group LLC | 4,428 | $91.2 萬 | 0.26% | +435+10.9% | 加碼 |
| Connecticut Wealth Management, LLC | 4,382 | $90.3 萬 | 0.05% | +80+1.9% | 加碼 |
| Oppenheimer & Co Inc | 4,380 | $90.2 萬 | 0.01% | −53−1.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,524 | $90.2 萬 | 0.07% | +312+7.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,375 | $90.1 萬 | 0.14% | −67−1.5% | 減碼 |
| JGP Wealth Management, LLC | 4,332 | $89.2 萬 | 0.13% | −146−3.3% | 減碼 |
| SFMG, LLC | 4,326 | $89.1 萬 | 0.08% | +14+0.3% | 加碼 |
| Advance Capital Management, Inc. | 4,292 | $88.4 萬 | 0.06% | −6−0.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 4,278 | $88.1 萬 | 0.04% | +415+10.7% | 加碼 |
| Schechter Investment Advisors, LLC | 4,252 | $87.6 萬 | 0.07% | +146+3.6% | 加碼 |
| Genesee Capital Advisors, LLC | 4,231 | $87.2 萬 | 0.48% | +4,231 | 新進 |
| Spire Wealth Management | 4,222 | $87.0 萬 | 0.02% | −348−7.6% | 減碼 |
| Symmetry Partners, LLC | 4,218 | $86.9 萬 | 0.07% | 00.0% | 不變 |
| AMG National Trust Bank | 4,214 | $86.8 萬 | 0.03% | +438+11.6% | 加碼 |
| SRN Advisors, LLC | 4,205 | $86.6 萬 | 0.68% | +204+5.1% | 加碼 |
| Versor Investments LP | 4,200 | $86.5 萬 | 0.17% | −3,103−42.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,180 | $86.1 萬 | 0.05% | +4,180 | 新進 |
| Fulton Bank, N.A. | 4,179 | $86.1 萬 | 0.04% | −95−2.2% | 減碼 |
| Western Wealth Management, LLC | 4,179 | $86.1 萬 | 0.07% | +137+3.4% | 加碼 |
| Warther Private Wealth, LLC | 4,169 | $85.9 萬 | 0.38% | +4,169 | 新進 |
| Fortis Capital Advisors, LLC | 4,164 | $85.8 萬 | 0.36% | +3,079+283.8% | 加碼 |
| ASB Consultores, LLC | 4,063 | $83.7 萬 | 0.22% | +2,823+227.7% | 加碼 |
| GM Advisory Group, Inc. | 4,058 | $83.6 萬 | 0.06% | +47+1.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,053 | $83.5 萬 | 0.01% | −117−2.8% | 減碼 |
| Atlantic Union Bankshares Corp | 4,028 | $83.0 萬 | 0.07% | 00.0% | 不變 |
| Wedbush Securities Inc | 4,005 | $82.5 萬 | 0.03% | +2,012+101.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,991 | $82.2 萬 | 0.09% | −782−16.4% | 減碼 |
| Financial Counselors Inc | 3,985 | $82.1 萬 | 0.01% | +145+3.8% | 加碼 |
| Fiducient Advisors LLC | 3,936 | $81.1 萬 | 0.16% | −925−19.0% | 減碼 |
| Dakota Wealth Management | 3,930 | $81.0 萬 | 0.02% | −58−1.5% | 減碼 |
| 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 |
| Waypoint Capital Advisors, LLC | 3,912 | $80.6 萬 | 0.21% | +15+0.4% | 加碼 |
| Brevan Howard Capital Management LP | 3,897 | $80.3 萬 | 0.07% | −1,222−23.9% | 減碼 |
| Clarius Group, LLC | 3,887 | $80.1 萬 | 0.06% | −573−12.8% | 減碼 |
| TrinityPoint Wealth, LLC | 3,874 | $79.8 萬 | 0.13% | −36−0.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,850 | $79.3 萬 | 0.01% | +143+3.9% | 加碼 |
| Csenge Advisory Group | 3,809 | $78.5 萬 | 0.04% | +132+3.6% | 加碼 |
| Quadcap Wealth Management, LLC | 3,792 | $78.1 萬 | 0.18% | −313−7.6% | 減碼 |
| VeraBank, N.A. | 3,790 | $78.1 萬 | 0.24% | −6−0.2% | 減碼 |
| Gateway Investment Advisers LLC | 3,787 | $78.0 萬 | 0.01% | −190−4.8% | 減碼 |
| Westpac Banking Corp | 3,775 | $77.8 萬 | 0.06% | +7+0.2% | 加碼 |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,813 | $76.8 萬 | 0.01% | −628−14.1% | 減碼 |
| McAdam, LLC | 3,728 | $76.8 萬 | 0.05% | −16−0.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $76.7 萬 | 0.01% | 00.0% | 不變 |
| Northwest Bank & Trust Co | 3,818 | $76.1 萬 | 0.70% | −14−0.4% | 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 |
| Louisbourg Investments Inc. | 4,911 | $75.9 萬 | 0.21% | −13−0.3% | 減碼 |
| Hutchinson Capital Management | 3,676 | $75.7 萬 | 0.15% | +6+0.2% | 加碼 |
| Integrated Wealth Concepts LLC | 3,674 | $75.7 萬 | 0.01% | +589+19.1% | 加碼 |
| Shira Ridge Wealth Management | 3,669 | $75.6 萬 | 0.43% | 00.0% | 不變 |
| Benjamin Edwards Inc | 3,664 | $75.5 萬 | 0.15% | +1,681+84.8% | 加碼 |
| Ostrum Asset Management | 3,657 | $75.3 萬 | 0.06% | +1,417+63.3% | 加碼 |