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 2 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2024/6/30 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
- 1,476
- 較 2024 年第 1 季 +49 家
- 持有股數
- 4.38 億
- 較 2024 年第 1 季 +330.0 萬 (+0.8%)
- 總市值
- $922.5 億
- 較 2024 年第 1 季 +$27.8 億 (+3.1%)
- 新進機構
- 120
- 另有 595 家加碼
- 清倉機構
- 71
- 另有 517 家減碼
另有 17 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Green Harvest Asset Management LLC | 1,544 | $32.5 萬 | 0.01% | +519+50.6% | 加碼 |
| Fielder Capital Group LLC | 1,554 | $32.7 萬 | 0.13% | +3+0.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,557 | $32.8 萬 | 0.15% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 1,557 | $32.8 萬 | 0.17% | −125−7.4% | 減碼 |
| First Affirmative Financial Network | 1,564 | $33.0 萬 | 0.23% | −18−1.1% | 減碼 |
| Fisher Asset Management, LLC | 1,570 | $33.1 萬 | 0.00% | +1,570 | 新進 |
| Catalyst Financial Partners LLC | 1,571 | $33.1 萬 | 0.07% | +91+6.1% | 加碼 |
| Gateway Advisory, LLC | 1,572 | $33.1 萬 | 0.06% | +1,572 | 新進 |
| Sterling Group Wealth Management, LLC | 1,575 | $33.2 萬 | 0.19% | +1,575 | 新進 |
| SlateStone Wealth, LLC | 1,573 | $33.2 萬 | 0.04% | +249+18.8% | 加碼 |
| Acorn Creek Capital LLC | 1,580 | $33.3 萬 | 0.20% | +31+2.0% | 加碼 |
| Carret Asset Management, LLC | 1,580 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Capital Management Corp | 1,580 | $33.3 萬 | 0.07% | 00.0% | 不變 |
| Trust Co of Virginia | 1,585 | $33.4 萬 | 0.03% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 1,589 | $33.5 萬 | 0.02% | +125+8.5% | 加碼 |
| Clark Capital Management Group, Inc. | 1,591 | $33.5 萬 | 0.00% | −4,332−73.1% | 減碼 |
| Marcum Wealth, LLC | 1,592 | $33.5 萬 | 0.03% | +324+25.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,593 | $33.6 萬 | 0.03% | +1,593 | 新進 |
| Capital Wealth Planning, LLC | 1,596 | $33.6 萬 | 0.00% | +196+14.0% | 加碼 |
| HTLF Bank | 1,599 | $33.7 萬 | 0.04% | −2−0.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,602 | $33.8 萬 | 0.02% | −7−0.4% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $33.9 萬 | 0.16% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $33.9 萬 | 0.19% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,611 | $33.9 萬 | 0.03% | −10−0.6% | 減碼 |
| Baker Ellis Asset Management LLC | 1,612 | $34.0 萬 | 0.05% | +200+14.2% | 加碼 |
| Cornerstone Advisory, LLC | 1,612 | $34.0 萬 | 0.05% | +61+3.9% | 加碼 |
| Morningstar Investment Services LLC | 1,618 | $34.1 萬 | 0.00% | +454+39.0% | 加碼 |
| Leonteq Securities AG | 1,623 | $34.2 萬 | 0.05% | +134+9.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,624 | $34.2 萬 | 0.17% | +1,624 | 新進 |
| Dechtman Wealth Management, LLC | 1,629 | $34.3 萬 | 0.08% | +1+0.1% | 加碼 |
| Lockerman Financial Group, Inc. | 1,633 | $34.4 萬 | 0.62% | +495+43.5% | 加碼 |
| Arete Wealth Advisors, LLC | 1,637 | $34.5 萬 | 0.03% | +1,637 | 新進 |
| Advisors Preferred, LLC | 1,641 | $34.5 萬 | 0.06% | +1,641 | 新進 |
| Meridian Wealth Advisors, LLC | 1,647 | $34.7 萬 | 0.06% | +10+0.6% | 加碼 |
| AdvisorNet Financial, Inc | 1,662 | $35.0 萬 | 0.03% | −182−9.9% | 減碼 |
| Davis R M Inc | 1,662 | $35.0 萬 | 0.01% | +94+6.0% | 加碼 |
| Capstone Investment Advisors, LLC | 1,666 | $35.1 萬 | 0.01% | −2,023−54.8% | 減碼 |
| Hexagon Capital Partners LLC | 1,666 | $35.1 萬 | 0.08% | +327+24.4% | 加碼 |
| Berkshire Asset Management LLC | 1,683 | $35.5 萬 | 0.02% | +1,683 | 新進 |
| Advisors Capital Management, LLC | 1,685 | $35.5 萬 | 0.01% | +288+20.6% | 加碼 |
| Gryphon Financial Partners LLC | 1,689 | $35.6 萬 | 0.05% | +616+57.4% | 加碼 |
| Kinloch Capital, LLC | 1,695 | $35.7 萬 | 0.19% | −15−0.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 1,705 | $36.1 萬 | 0.03% | +1,705 | 新進 |
| Investment Partners, Ltd. | 1,719 | $36.2 萬 | 0.16% | +102+6.3% | 加碼 |
| Moors & Cabot, Inc. | 1,720 | $36.3 萬 | 0.02% | −25−1.4% | 減碼 |
| Clarkston Capital Partners, LLC | 1,725 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 1,732 | $36.5 萬 | 0.33% | +1,732 | 新進 |
| SOA Wealth Advisors, LLC. | 1,734 | $36.5 萬 | 0.07% | −97−5.3% | 減碼 |
| Bank of New Hampshire | 1,735 | $36.6 萬 | 0.10% | −376−17.8% | 減碼 |
| MCF Advisors LLC | 1,735 | $36.6 萬 | 0.03% | +36+2.1% | 加碼 |
| Aprio Wealth Management, LLC | 1,751 | $36.9 萬 | 0.07% | −243−12.2% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,753 | $36.9 萬 | 0.03% | −59−3.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,756 | $37.0 萬 | 0.01% | +48+2.8% | 加碼 |
| Motco | 1,756 | $37.0 萬 | 0.02% | +120+7.3% | 加碼 |
| Nations Financial Group Inc, | 1,767 | $37.2 萬 | 0.03% | +234+15.3% | 加碼 |
| Mayport, LLC | 1,768 | $37.3 萬 | 0.13% | 00.0% | 不變 |
| New Hampshire Trust | 1,778 | $37.5 萬 | 0.09% | 00.0% | 不變 |
| Apriem Advisors | 1,786 | $37.6 萬 | 0.05% | 00.0% | 不變 |
| Ewa, LLC | 1,721 | $37.7 萬 | 0.16% | +22+1.3% | 加碼 |
| Verus Capital Partners, LLC | 1,789 | $37.7 萬 | 0.04% | −158−8.1% | 減碼 |
| Evergreen Capital Management LLC | 1,791 | $37.7 萬 | 0.01% | +274+18.1% | 加碼 |
| Daymark Wealth Partners, LLC | 1,791 | $37.7 萬 | 0.02% | +675+60.5% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 1,798 | $37.9 萬 | 0.15% | 00.0% | 不變 |
| Litman Gregory Asset Management LLC | 1,800 | $37.9 萬 | 0.03% | 00.0% | 不變 |
| RDA Financial Network | 1,800 | $37.9 萬 | 0.12% | +38+2.2% | 加碼 |
| Norris Perne & French LLP | 1,802 | $38.0 萬 | 0.03% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 1,802 | $38.0 萬 | 0.09% | +159+9.7% | 加碼 |
| Dillon & Associates Inc | 1,800 | $38.0 萬 | 0.06% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 1,828 | $38.5 萬 | 0.03% | +748+69.3% | 加碼 |
| GLOBALT Investments LLC | 1,834 | $38.6 萬 | 0.02% | −34−1.8% | 減碼 |
| Westover Capital Advisors, LLC | 1,843 | $38.8 萬 | 0.10% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 1,846 | $38.9 萬 | 0.06% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 1,850 | $39.0 萬 | 0.05% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 1,860 | $39.2 萬 | 0.06% | +81+4.6% | 加碼 |
| Hall Laurie J Trustee | 1,860 | $39.2 萬 | 0.14% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 1,873 | $39.5 萬 | 0.01% | −40−2.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 1,880 | $39.6 萬 | 0.05% | +17+0.9% | 加碼 |
| Heritage Wealth Management, Inc. | 1,852 | $39.6 萬 | 0.13% | +1,852 | 新進 |
| Acima Private Wealth, LLC | 1,881 | $39.6 萬 | 0.15% | 00.0% | 不變 |
| Optas, LLC | 1,885 | $39.7 萬 | 0.10% | +5+0.3% | 加碼 |
| L2 Asset Management, LLC | 1,886 | $39.7 萬 | 0.12% | +174+10.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 1,886 | $39.7 萬 | 0.04% | +200+11.9% | 加碼 |
| Allstate Corp | 1,894 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Cypress Capital Group | 1,894 | $39.9 萬 | 0.05% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 1,897 | $40.0 萬 | 0.12% | +68+3.7% | 加碼 |
| Roble, Belko & Company, Inc | 1,910 | $40.2 萬 | 0.07% | −396−17.2% | 減碼 |
| Journey Advisory Group, LLC | 1,920 | $40.5 萬 | 0.05% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 1,921 | $40.5 萬 | 0.00% | +122+6.8% | 加碼 |
| Insigneo Advisory Services, LLC | 1,873 | $40.5 萬 | 0.05% | +117+6.7% | 加碼 |
| CKW Financial Group | 1,934 | $40.7 萬 | 0.05% | +4+0.2% | 加碼 |
| Mather Group, LLC. | 1,978 | $40.7 萬 | 0.01% | +348+21.3% | 加碼 |
| Willow Creek Wealth Management Inc. | 1,940 | $40.9 萬 | 0.05% | −8−0.4% | 減碼 |
| Mattern Capital Management, LLC | 1,951 | $41.1 萬 | 0.06% | +409+26.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 1,954 | $41.2 萬 | 0.02% | −1,162−37.3% | 減碼 |
| Avantax Planning Partners, Inc. | 1,954 | $41.2 萬 | 0.01% | +1+0.1% | 加碼 |
| Wallace Capital Management Inc. | 1,960 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 1,974 | $41.6 萬 | 0.07% | +71+3.7% | 加碼 |
| Commerzbank Aktiengesellschaft | 1,980 | $41.8 萬 | 0.01% | +130+7.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,985 | $41.8 萬 | 0.03% | −321−13.9% | 減碼 |