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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 5,601 | $118.0 萬 | 0.03% | −52−0.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,545 | $116.8 萬 | 0.04% | −136−2.4% | 減碼 |
| Principal Securities, Inc. | 5,532 | $116.6 萬 | 0.03% | +368+7.1% | 加碼 |
| Neville Rodie & Shaw Inc | 5,530 | $116.5 萬 | 0.09% | −3,000−35.2% | 減碼 |
| Prosperity Financial Group, Inc. | 5,513 | $116.2 萬 | 0.73% | −192−3.4% | 減碼 |
| Summit Trail Advisors, LLC | 5,504 | $116.0 萬 | 0.03% | +1,030+23.0% | 加碼 |
| Laurion Capital Management LP | 5,499 | $115.9 萬 | 0.04% | +5,499 | 新進 |
| Canandaigua National Bank & Trust Co | 5,486 | $115.6 萬 | 0.13% | −458−7.7% | 減碼 |
| We Are One Seven, LLC | 5,480 | $115.5 萬 | 0.05% | +410+8.1% | 加碼 |
| Charter Trust Co | 5,413 | $114.1 萬 | 0.08% | +225+4.3% | 加碼 |
| Oppenheimer & Co Inc | 5,404 | $113.9 萬 | 0.02% | +1,024+23.4% | 加碼 |
| Center For Asset Management LLC | 5,396 | $113.7 萬 | 0.75% | +53+1.0% | 加碼 |
| Dover Advisors, LLC | 5,394 | $113.7 萬 | 0.70% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,386 | $113.5 萬 | 0.03% | −1,931−26.4% | 減碼 |
| Boltwood Capital Management | 5,337 | $112.5 萬 | 0.35% | −157−2.9% | 減碼 |
| Valeo Financial Advisors, LLC | 5,317 | $112.0 萬 | 0.04% | +169+3.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 5,254 | $110.7 萬 | 0.31% | +2,371+82.2% | 加碼 |
| Fullcircle Wealth LLC | 5,090 | $110.7 萬 | 0.54% | +5,090 | 新進 |
| AA Financial Advisors, LLC | 5,201 | $109.6 萬 | 0.39% | −106−2.0% | 減碼 |
| Cigna Investments Inc | 5,175 | $109.0 萬 | 0.20% | −57−1.1% | 減碼 |
| Cascade Financial Partners, LLC | 5,136 | $108.2 萬 | 0.14% | 00.0% | 不變 |
| West Paces Advisors Inc. | 5,109 | $107.6 萬 | 0.28% | −35−0.7% | 減碼 |
| Csenge Advisory Group | 5,108 | $107.6 萬 | 0.06% | +1,299+34.1% | 加碼 |
| Fortis Capital Advisors, LLC | 5,103 | $107.5 萬 | 0.39% | +939+22.6% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $107.3 萬 | 0.62% | −100−1.9% | 減碼 |
| Kathmere Capital Management, LLC | 5,078 | $107.0 萬 | 0.11% | +502+11.0% | 加碼 |
| Integrated Advisors Network LLC | 5,014 | $105.6 萬 | 0.05% | +366+7.9% | 加碼 |
| Boston Financial Mangement LLC | 4,981 | $105.0 萬 | 0.03% | +57+1.2% | 加碼 |
| Proequities, Inc. | 4,926 | $103.8 萬 | 0.06% | +1,272+34.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,657 | $103.7 萬 | 0.07% | +133+2.9% | 加碼 |
| Lake Street Advisors Group, LLC | 4,867 | $102.6 萬 | 0.05% | −269−5.2% | 減碼 |
| Douglas Lane & Associates, LLC | 4,833 | $101.8 萬 | 0.01% | −64−1.3% | 減碼 |
| HM Payson & Co | 4,806 | $101.3 萬 | 0.02% | −122−2.5% | 減碼 |
| Symmetry Partners, LLC | 4,803 | $101.2 萬 | 0.05% | +585+13.9% | 加碼 |
| Manchester Capital Management LLC | 4,768 | $100.5 萬 | 0.12% | +138+3.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,757 | $100.2 萬 | 0.08% | +3,656+332.1% | 加碼 |
| Marshall Financial Group LLC | 4,747 | $100.0 萬 | 0.28% | +319+7.2% | 加碼 |
| Criterion Capital Advisors, LLC | 4,735 | $99.8 萬 | 0.63% | +72+1.5% | 加碼 |
| Murphy Pohlad Asset Management LLC | 4,730 | $99.7 萬 | 0.43% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 4,714 | $99.3 萬 | 0.25% | +4,714 | 新進 |
| Beck Bode, LLC | 4,702 | $99.1 萬 | 0.20% | 00.0% | 不變 |
| West Family Investments, Inc. | 4,702 | $99.1 萬 | 0.30% | +88+1.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,638 | $97.7 萬 | 0.10% | −222−4.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,633 | $97.6 萬 | 0.01% | +1,097+31.0% | 加碼 |
| SageView Advisory Group, LLC | 4,632 | $97.6 萬 | 0.05% | +4,632 | 新進 |
| Nilsine Partners, LLC | 4,615 | $97.2 萬 | 0.13% | −10−0.2% | 減碼 |
| Leavell Investment Management, Inc. | 4,591 | $96.7 萬 | 0.05% | +1,416+44.6% | 加碼 |
| Connecticut Wealth Management, LLC | 4,568 | $96.3 萬 | 0.05% | +186+4.2% | 加碼 |
| Bridgewater Associates, LP | 4,547 | $95.8 萬 | 0.01% | +4,547 | 新進 |
| Red Door Wealth Management, LLC | 4,538 | $95.6 萬 | 0.17% | 00.0% | 不變 |
| Stephens Inc | 4,512 | $95.1 萬 | 0.01% | −377−7.7% | 減碼 |
| Quadrant Private Wealth Management, LLC | 4,501 | $94.9 萬 | 0.22% | +57+1.3% | 加碼 |
| JGP Wealth Management, LLC | 4,501 | $94.8 萬 | 0.14% | +169+3.9% | 加碼 |
| National Asset Management, Inc. | 4,489 | $94.6 萬 | 0.02% | +1,288+40.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,481 | $94.4 萬 | 0.07% | −604−11.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,478 | $94.4 萬 | 0.07% | +4,478 | 新進 |
| Jump Financial, LLC | 4,446 | $93.7 萬 | 0.02% | −256−5.4% | 減碼 |
| Schechter Investment Advisors, LLC | 4,438 | $93.5 萬 | 0.07% | +186+4.4% | 加碼 |
| Nicolet Bankshares Inc | 4,428 | $93.3 萬 | 0.23% | +511+13.0% | 加碼 |
| Diversify Advisory Services, LLC | 4,357 | $92.3 萬 | 0.05% | −784−15.2% | 減碼 |
| Integrated Wealth Concepts LLC | 4,363 | $91.9 萬 | 0.01% | +689+18.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,323 | $91.1 萬 | 0.05% | +143+3.4% | 加碼 |
| Western Wealth Management, LLC | 4,316 | $90.9 萬 | 0.07% | +137+3.3% | 加碼 |
| Farther Finance Advisors, LLC | 4,325 | $90.9 萬 | 0.04% | +1,986+84.9% | 加碼 |
| AMG National Trust Bank | 4,303 | $90.7 萬 | 0.02% | +89+2.1% | 加碼 |
| Advance Capital Management, Inc. | 4,294 | $90.5 萬 | 0.04% | +20.0% | 加碼 |
| Allred Capital Management, LLC | 4,293 | $90.5 萬 | 0.35% | −265−5.8% | 減碼 |
| Essex Investment Management Co LLC | 4,282 | $90.2 萬 | 0.17% | −437−9.3% | 減碼 |
| Genesee Capital Advisors, LLC | 4,276 | $90.1 萬 | 0.44% | +45+1.1% | 加碼 |
| SRN Advisors, LLC | 4,205 | $88.6 萬 | 0.74% | 00.0% | 不變 |
| nVerses Capital, LLC | 4,200 | $88.5 萬 | 0.53% | +3,100+281.8% | 加碼 |
| Point72 Hong Kong Ltd | 4,150 | $87.4 萬 | 0.05% | −19,820−82.7% | 減碼 |
| Missouri Trust & Investment Co | 4,133 | $87.1 萬 | 0.33% | −3,503−45.9% | 減碼 |
| iA Global Asset Management Inc. | 4,119 | $86.8 萬 | 0.02% | −6,699−61.9% | 減碼 |
| Allworth Financial LP | 3,971 | $86.1 萬 | 0.01% | +620+18.5% | 加碼 |
| Financial Advocates Investment Management | 4,080 | $86.0 萬 | 0.05% | +600+17.2% | 加碼 |
| Caldwell Trust Co | 4,051 | $85.4 萬 | 0.09% | +580+16.7% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,047 | $85.3 萬 | 0.27% | +4,047 | 新進 |
| Qsemble Capital Management, LP | 4,045 | $85.2 萬 | 0.16% | +4,045 | 新進 |
| GM Advisory Group, Inc. | 4,036 | $85.1 萬 | 0.05% | −22−0.5% | 減碼 |
| Atlantic Union Bankshares Corp | 4,028 | $84.9 萬 | 0.05% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 4,022 | $84.8 萬 | 0.03% | +1,804+81.3% | 加碼 |
| NorthStar Asset Management LLC | 3,995 | $84.2 萬 | 0.58% | +395+11.0% | 加碼 |
| Smartleaf Asset Management LLC | 3,984 | $84.1 萬 | 0.14% | +741+22.8% | 加碼 |
| Personal Cfo Solutions, LLC | 3,986 | $84.0 萬 | 0.13% | −1,314−24.8% | 減碼 |
| Northwest Bank & Trust Co | 3,949 | $83.2 萬 | 0.70% | +131+3.4% | 加碼 |
| SFMG, LLC | 3,946 | $83.1 萬 | 0.07% | −380−8.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,923 | $82.7 萬 | 0.01% | −130−3.2% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,921 | $82.6 萬 | 0.21% | +9+0.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,766 | $82.4 萬 | 0.01% | −47−1.2% | 減碼 |
| Benjamin Edwards Inc | 3,900 | $82.2 萬 | 0.16% | +236+6.4% | 加碼 |
| White Pine Investment CO | 3,900 | $82.2 萬 | 0.24% | +3,900 | 新進 |
| TrinityPoint Wealth, LLC | 3,878 | $81.7 萬 | 0.13% | +4+0.1% | 加碼 |
| Journey Strategic Wealth LLC | 3,877 | $81.7 萬 | 0.03% | +1,130+41.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 3,856 | $81.3 萬 | 0.01% | +6+0.2% | 加碼 |
| Fulton Bank, N.A. | 3,837 | $80.9 萬 | 0.03% | −342−8.2% | 減碼 |
| Dakota Wealth Management | 3,828 | $80.7 萬 | 0.02% | −102−2.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,808 | $80.2 萬 | 0.08% | −183−4.6% | 減碼 |
| Clarius Group, LLC | 3,797 | $80.0 萬 | 0.06% | −90−2.3% | 減碼 |
| VeraBank, N.A. | 3,775 | $79.5 萬 | 0.25% | −15−0.4% | 減碼 |