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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 2,597 | $54.7 萬 | 0.02% | +43+1.7% | 加碼 |
| PDS Planning, Inc | 2,596 | $54.7 萬 | 0.06% | +58+2.3% | 加碼 |
| C2C Wealth Management, LLC | 2,580 | $54.4 萬 | 0.53% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 2,574 | $54.2 萬 | 0.05% | −54,482−95.5% | 減碼 |
| TFB Advisors LLC | 2,573 | $54.2 萬 | 0.18% | +250+10.8% | 加碼 |
| Legacy Capital Group California, Inc. | 2,556 | $53.9 萬 | 0.19% | −18−0.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,547 | $53.7 萬 | 0.04% | −891−25.9% | 減碼 |
| Kessler Investment Group, LLC | 2,538 | $53.5 萬 | 0.29% | +112+4.6% | 加碼 |
| REDW Wealth LLC | 2,537 | $53.5 萬 | 0.14% | −100−3.8% | 減碼 |
| Wealthspire Advisors, LLC | 2,536 | $53.4 萬 | 0.01% | −281−10.0% | 減碼 |
| Eads & Heald Wealth Management | 2,534 | $53.4 萬 | 0.26% | −88−3.4% | 減碼 |
| Financial Counselors Inc | 2,517 | $53.0 萬 | 0.01% | −1,468−36.8% | 減碼 |
| Broderick Brian C | 2,500 | $52.7 萬 | 0.11% | 00.0% | 不變 |
| James Hambro & Partners | 2,486 | $52.4 萬 | 0.02% | +667+36.7% | 加碼 |
| ARS Investment Partners, LLC | 2,453 | $51.7 萬 | 0.05% | 00.0% | 不變 |
| Drake & Associates, LLC | 2,445 | $51.5 萬 | 0.18% | +164+7.2% | 加碼 |
| Brass Tax Wealth Management, Inc | 2,445 | $51.5 萬 | 0.10% | +2,445 | 新進 |
| PFG Investments, LLC | 2,443 | $51.5 萬 | 0.04% | +94+4.0% | 加碼 |
| Aberdeen Wealth Management LLC | 2,436 | $51.3 萬 | 0.35% | 00.0% | 不變 |
| Gladius Capital Management LP | 2,429 | $51.2 萬 | 0.51% | +2,429 | 新進 |
| Geller Advisors LLC | 2,416 | $50.9 萬 | 0.04% | +149+6.6% | 加碼 |
| Ofi Invest Asset Management | 2,586 | $50.8 萬 | 0.01% | +2,347+982.0% | 加碼 |
| Cynosure Management, LLC | 2,412 | $50.8 萬 | 0.08% | +235+10.8% | 加碼 |
| Walter & Keenan Financial Consulting Co | 2,401 | $50.6 萬 | 0.16% | −30−1.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 2,392 | $50.4 萬 | 0.05% | +15+0.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 2,371 | $50.0 萬 | 0.03% | −59−2.4% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 2,368 | $49.9 萬 | 0.40% | +230+10.8% | 加碼 |
| Stockman Wealth Management, Inc. | 2,361 | $49.8 萬 | 0.09% | −10−0.4% | 減碼 |
| Powell Investment Advisors, LLC | 2,359 | $49.7 萬 | 0.26% | 00.0% | 不變 |
| Sentry Investment Management LLC | 2,355 | $49.6 萬 | 0.22% | −482−17.0% | 減碼 |
| ASB Consultores, LLC | 2,352 | $49.6 萬 | 0.18% | −1,711−42.1% | 減碼 |
| EP Wealth Advisors, LLC | 2,351 | $49.5 萬 | 0.01% | +693+41.8% | 加碼 |
| Ambassador Advisors, LLC | 2,346 | $49.4 萬 | 0.09% | +3+0.1% | 加碼 |
| Edgestream Partners, L.P. | 2,336 | $49.2 萬 | 0.02% | −21,739−90.3% | 減碼 |
| D'Orazio & Associates, Inc. | 2,335 | $49.2 萬 | 0.08% | +221+10.5% | 加碼 |
| Penserra Capital Management LLC | 2,319 | $48.8 萬 | 0.01% | +6+0.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,291 | $48.3 萬 | 0.02% | −281−10.9% | 減碼 |
| Prospera Financial Services Inc | 2,284 | $48.2 萬 | 0.01% | +844+58.6% | 加碼 |
| Talisman Wealth Advisors LLC | 2,264 | $47.7 萬 | 0.55% | −10.0% | 減碼 |
| Glenview Trust Co | 2,263 | $47.7 萬 | 0.01% | −22−1.0% | 減碼 |
| Sigma Planning Corp | 2,262 | $47.7 萬 | 0.02% | −65−2.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 2,250 | $47.4 萬 | 0.33% | +1,240+122.8% | 加碼 |
| Chesapeake Asset Management LLC | 2,239 | $47.2 萬 | 0.45% | −54−2.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,222 | $46.8 萬 | 0.08% | +49+2.3% | 加碼 |
| Everpar Advisors LLC | 2,204 | $46.4 萬 | 0.23% | +597+37.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,195 | $46.3 萬 | 0.03% | −75−3.3% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,175 | $45.8 萬 | 0.01% | +69+3.3% | 加碼 |
| Catalina Capital Group, LLC | 2,149 | $45.3 萬 | 0.17% | +180+9.1% | 加碼 |
| Opus Capital Group, LLC | 2,145 | $45.2 萬 | 0.06% | −79−3.6% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,143 | $45.2 萬 | 0.03% | −119−5.3% | 減碼 |
| Brookstone Capital Management | 2,046 | $45.2 萬 | 0.01% | −24−1.2% | 減碼 |
| Parsons Capital Management Inc | 2,131 | $44.9 萬 | 0.03% | 00.0% | 不變 |
| Keel Point, LLC | 2,063 | $44.9 萬 | 0.04% | +619+42.9% | 加碼 |
| Tower Bridge Advisors | 2,129 | $44.9 萬 | 0.05% | −200−8.6% | 減碼 |
| Prosperity Consulting Group, LLC | 2,125 | $44.8 萬 | 0.06% | +37+1.8% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,060 | $44.7 萬 | 0.08% | −89−4.1% | 減碼 |
| Gratus Capital LLC | 2,117 | $44.6 萬 | 0.02% | +2,117 | 新進 |
| Independent Advisor Alliance | 2,117 | $44.6 萬 | 0.02% | +376+21.6% | 加碼 |
| Smith & Howard Wealth Management, LLC | 2,100 | $44.3 萬 | 0.13% | 00.0% | 不變 |
| WestHill Financial Advisors, Inc. | 2,098 | $44.2 萬 | 0.11% | −1,065−33.7% | 減碼 |
| Rothschild Investment LLC | 2,092 | $44.1 萬 | 0.03% | +1,502+254.6% | 加碼 |
| Congress Asset Management Co | 2,087 | $44.0 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds, LLC. | 2,078 | $43.8 萬 | 0.13% | +2,078 | 新進 |
| Smith, Salley & Associates | 2,076 | $43.7 萬 | 0.03% | −27−1.3% | 減碼 |
| Evernest Financial Advisors, LLC | 2,073 | $43.7 萬 | 0.20% | −44−2.1% | 減碼 |
| Core Alternative Capital | 2,056 | $43.3 萬 | 0.09% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 2,039 | $43.0 萬 | 0.04% | −21−1.0% | 減碼 |
| Mosley Wealth Management | 2,035 | $42.9 萬 | 0.37% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 2,031 | $42.8 萬 | 0.29% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,026 | $42.7 萬 | 0.02% | −396−16.4% | 減碼 |
| Carolinas Wealth Consulting LLC | 2,016 | $42.5 萬 | 0.08% | −24−1.2% | 減碼 |
| Rockland Trust Co | 2,004 | $42.2 萬 | 0.02% | +829+70.6% | 加碼 |
| Kanawha Capital Management LLC | 2,003 | $42.2 萬 | 0.03% | +7+0.4% | 加碼 |
| Versor Investments LP | 1,998 | $42.1 萬 | 0.08% | −2,202−52.4% | 減碼 |
| S&CO Inc | 2,000 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 1,986 | $41.8 萬 | 0.05% | +1,986 | 新進 |
| Fukoku Mutual Life Insurance Co | 1,985 | $41.8 萬 | 0.03% | −321−13.9% | 減碼 |
| Commerzbank Aktiengesellschaft | 1,980 | $41.8 萬 | 0.01% | +130+7.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,974 | $41.6 萬 | 0.07% | +71+3.7% | 加碼 |
| Wallace Capital Management Inc. | 1,960 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 1,954 | $41.2 萬 | 0.01% | +1+0.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 1,954 | $41.2 萬 | 0.02% | −1,162−37.3% | 減碼 |
| Mattern Capital Management, LLC | 1,951 | $41.1 萬 | 0.06% | +409+26.5% | 加碼 |
| Willow Creek Wealth Management Inc. | 1,940 | $40.9 萬 | 0.05% | −8−0.4% | 減碼 |
| Mather Group, LLC. | 1,978 | $40.7 萬 | 0.01% | +348+21.3% | 加碼 |
| CKW Financial Group | 1,934 | $40.7 萬 | 0.05% | +4+0.2% | 加碼 |
| Insigneo Advisory Services, LLC | 1,873 | $40.5 萬 | 0.05% | +117+6.7% | 加碼 |
| Equitable Holdings, Inc. | 1,921 | $40.5 萬 | 0.00% | +122+6.8% | 加碼 |
| Journey Advisory Group, LLC | 1,920 | $40.5 萬 | 0.05% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 1,910 | $40.2 萬 | 0.07% | −396−17.2% | 減碼 |
| Portfolio Design Labs, LLC | 1,897 | $40.0 萬 | 0.12% | +68+3.7% | 加碼 |
| Cypress Capital Group | 1,894 | $39.9 萬 | 0.05% | 00.0% | 不變 |
| Allstate Corp | 1,894 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| Optas, LLC | 1,885 | $39.7 萬 | 0.10% | +5+0.3% | 加碼 |
| Acima Private Wealth, LLC | 1,881 | $39.6 萬 | 0.15% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 1,852 | $39.6 萬 | 0.13% | +1,852 | 新進 |
| SeaCrest Wealth Management, LLC | 1,880 | $39.6 萬 | 0.05% | +17+0.9% | 加碼 |
| Modera Wealth Management, LLC | 1,873 | $39.5 萬 | 0.01% | −40−2.1% | 減碼 |