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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 3,775 | $79.5 萬 | 0.06% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 3,759 | $79.2 萬 | 0.14% | −33−0.9% | 減碼 |
| Sageworth Trust Co | 3,750 | $79.0 萬 | 0.05% | +3,750 | 新進 |
| Wedbush Securities Inc | 3,747 | $79.0 萬 | 0.03% | −258−6.4% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 3,749 | $79.0 萬 | 0.16% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 3,736 | $78.8 萬 | 0.01% | +2,131+132.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 3,724 | $78.5 萬 | 0.01% | 00.0% | 不變 |
| Shira Ridge Wealth Management | 3,707 | $78.1 萬 | 0.44% | +38+1.0% | 加碼 |
| McAdam, LLC | 3,683 | $77.6 萬 | 0.05% | −45−1.2% | 減碼 |
| Hutchinson Capital Management | 3,681 | $77.6 萬 | 0.16% | +5+0.1% | 加碼 |
| Strategic Blueprint, LLC | 3,677 | $77.5 萬 | 0.05% | +266+7.8% | 加碼 |
| Trust Co of Toledo NA | 3,670 | $77.3 萬 | 0.11% | +916+33.3% | 加碼 |
| Louisbourg Investments Inc. | 4,911 | $76.9 萬 | 0.22% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 3,629 | $76.5 萬 | 0.08% | +5+0.1% | 加碼 |
| Vista Investment Partners LLC | 3,600 | $75.9 萬 | 0.25% | 00.0% | 不變 |
| Congress Wealth Management LLC | 3,576 | $75.4 萬 | 0.01% | −4,317−54.7% | 減碼 |
| Sage Mountain Advisors LLC | 3,507 | $73.9 萬 | 0.07% | +482+15.9% | 加碼 |
| Mma Asset Management LLC | 3,504 | $73.8 萬 | 0.35% | +9+0.3% | 加碼 |
| Ledyard National Bank | 3,501 | $73.8 萬 | 0.07% | +1,167+50.0% | 加碼 |
| Noesis Capital Mangement Corp | 3,500 | $73.8 萬 | 0.16% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $73.8 萬 | 0.27% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,485 | $73.4 萬 | 0.09% | +137+4.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,415 | $72.0 萬 | 0.05% | +3,386+11,675.9% | 加碼 |
| Paradigm Financial Partners, LLC | 3,414 | $71.9 萬 | 0.11% | +2,106+161.0% | 加碼 |
| Gateway Investment Advisers LLC | 3,408 | $71.8 萬 | 0.01% | −379−10.0% | 減碼 |
| Level Four Advisory Services, LLC | 3,407 | $71.8 萬 | 0.03% | +472+16.1% | 加碼 |
| Massmutual Trust Co FSB | 3,399 | $71.6 萬 | 0.02% | +751+28.4% | 加碼 |
| Spire Wealth Management | 3,393 | $71.5 萬 | 0.03% | −829−19.6% | 減碼 |
| Ostrum Asset Management | 3,392 | $71.5 萬 | 0.06% | −265−7.2% | 減碼 |
| Skopos Labs, Inc. | 3,499 | $71.3 萬 | 0.31% | 00.0% | 不變 |
| Graypoint LLC | 3,362 | $70.8 萬 | 0.05% | −76−2.2% | 減碼 |
| Permanent Capital Management, LP | 3,220 | $70.4 萬 | 0.15% | +3,220 | 新進 |
| Empower Advisory Group, LLC | 3,339 | $70.4 萬 | 0.00% | +42+1.3% | 加碼 |
| Two Sigma Securities, LLC | 3,332 | $70.2 萬 | 0.03% | −417−11.1% | 減碼 |
| Abbrea Capital, LLC | 3,298 | $69.5 萬 | 0.09% | +39+1.2% | 加碼 |
| Baader Bank INC | 3,345 | $69.4 萬 | 0.05% | +275+9.0% | 加碼 |
| Capital Investment Advisors, LLC | 3,271 | $68.9 萬 | 0.02% | −1,215−27.1% | 減碼 |
| Founders Financial Securities LLC | 3,271 | $68.9 萬 | 0.07% | +168+5.4% | 加碼 |
| Napatree Capital LLC | 3,269 | $68.9 萬 | 0.56% | +3,269 | 新進 |
| Buckley Wealth Management, LLC | 3,263 | $68.8 萬 | 0.22% | −10−0.3% | 減碼 |
| Rodgers Brothers Inc. | 3,250 | $68.5 萬 | 0.09% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $68.4 萬 | 0.09% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 3,201 | $67.5 萬 | 0.01% | +188+6.2% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $67.4 萬 | 0.13% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 3,190 | $67.3 萬 | 0.03% | −10,870−77.3% | 減碼 |
| Waldron Private Wealth LLC | 3,193 | $67.3 萬 | 0.03% | +87+2.8% | 加碼 |
| GeoWealth Management, LLC | 3,186 | $67.1 萬 | 0.03% | +794+33.2% | 加碼 |
| Thrive Wealth Management, LLC | 3,180 | $67.0 萬 | 0.13% | +25+0.8% | 加碼 |
| Waller Financial Planning Group, Inc | 3,179 | $67.0 萬 | 0.18% | +11+0.3% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 3,176 | $66.9 萬 | 0.14% | −4,746−59.9% | 減碼 |
| Ellevest, Inc. | 3,176 | $66.9 萬 | 0.04% | −447−12.3% | 減碼 |
| Bill Few Associates, Inc. | 3,173 | $66.9 萬 | 0.26% | +23+0.7% | 加碼 |
| MQS Management LLC | 3,143 | $66.2 萬 | 0.40% | +3,143 | 新進 |
| Defined Wealth Management, LLC | 3,131 | $66.0 萬 | 0.46% | +16+0.5% | 加碼 |
| IFP Advisors, Inc | 3,100 | $65.3 萬 | 0.03% | +840+37.2% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 3,079 | $64.9 萬 | 0.02% | +17+0.6% | 加碼 |
| North Star Asset Management Inc | 3,030 | $63.8 萬 | 0.03% | 00.0% | 不變 |
| SOL Capital Management CO | 3,030 | $63.8 萬 | 0.08% | +585+23.9% | 加碼 |
| Trust Point Inc. | 3,018 | $63.6 萬 | 0.05% | −899−23.0% | 減碼 |
| Avestar Capital, LLC | 3,014 | $63.5 萬 | 0.07% | +167+5.9% | 加碼 |
| Warther Private Wealth, LLC | 3,000 | $63.2 萬 | 0.25% | −1,169−28.0% | 減碼 |
| Cito Capital Group, LLC | 3,000 | $63.2 萬 | 0.25% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 2,995 | $63.1 萬 | 0.07% | +72+2.5% | 加碼 |
| 9258 Wealth Management, LLC | 2,972 | $62.6 萬 | 0.10% | +3+0.1% | 加碼 |
| X-Square Capital, LLC | 2,957 | $62.3 萬 | 0.29% | +51+1.8% | 加碼 |
| Jefferies Financial Group Inc. | 2,946 | $62.1 萬 | 0.01% | −1,731−37.0% | 減碼 |
| Chilton Investment Co LLC | 2,912 | $61.4 萬 | 0.02% | −120−4.0% | 減碼 |
| David Loasby | 2,851 | $61.3 萬 | 0.06% | +689+31.9% | 加碼 |
| Fluent Financial, LLC | 2,905 | $61.2 萬 | 0.31% | +202+7.5% | 加碼 |
| McRae Capital Management Inc | 2,899 | $61.1 萬 | 0.14% | +196+7.3% | 加碼 |
| Strid Group, LLC | 2,898 | $61.1 萬 | 0.10% | +25+0.9% | 加碼 |
| Archvest Wealth Advisors, Inc. | 2,897 | $60.9 萬 | 0.40% | −90−3.0% | 減碼 |
| AE Wealth Management LLC | 2,868 | $60.4 萬 | 0.01% | +272+10.5% | 加碼 |
| Foundations Investment Advisors, LLC | 2,860 | $60.3 萬 | 0.01% | +62+2.2% | 加碼 |
| Kearns & Associates LLC | 2,860 | $60.3 萬 | 0.45% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 2,848 | $60.0 萬 | 0.21% | −226−7.4% | 減碼 |
| Atomi Financial Group, Inc. | 2,847 | $60.0 萬 | 0.04% | +1,003+54.4% | 加碼 |
| Bryn Mawr Trust Co | 2,841 | $59.9 萬 | 0.02% | −76−2.6% | 減碼 |
| Sterling Wealth Management, Inc. | 2,813 | $59.3 萬 | 0.28% | 00.0% | 不變 |
| Requisite Capital Management, LLC | 2,809 | $59.2 萬 | 0.13% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 2,808 | $59.2 萬 | 0.08% | −250−8.2% | 減碼 |
| Montag A & Associates Inc | 2,800 | $59.0 萬 | 0.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,795 | $58.9 萬 | 0.08% | +701+33.5% | 加碼 |
| Meritas Wealth Management, LLC | 2,771 | $58.4 萬 | 0.41% | 00.0% | 不變 |
| Aaron Wealth Advisors | 2,740 | $57.7 萬 | 0.08% | +556+25.5% | 加碼 |
| Florida Financial Advisors, LLC | 2,685 | $56.6 萬 | 0.34% | −73−2.6% | 減碼 |
| Capital Advisors Inc | 2,682 | $56.5 萬 | 0.01% | +70+2.7% | 加碼 |
| Heritage Oak Wealth Advisors LLC | 2,677 | $56.4 萬 | 0.29% | +2,677 | 新進 |
| Forum Financial Management, LP | 2,672 | $56.3 萬 | 0.01% | +98+3.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,662 | $56.1 萬 | 0.10% | −48−1.8% | 減碼 |
| Vista Wealth Management Group, LLC | 2,661 | $56.1 萬 | 0.04% | +334+14.4% | 加碼 |
| Sweet Financial Partners, LLC | 2,659 | $56.0 萬 | 0.13% | −308−10.4% | 減碼 |
| My Legacy Advisors, LLC | 2,659 | $56.0 萬 | 0.18% | +675+34.0% | 加碼 |
| Amplius Wealth Advisors, LLC | 2,650 | $55.8 萬 | 0.06% | −523−16.5% | 減碼 |
| IHT Wealth Management, LLC | 2,646 | $55.8 萬 | 0.02% | +43+1.7% | 加碼 |
| Arkadios Wealth Advisors | 2,638 | $55.6 萬 | 0.04% | +242+10.1% | 加碼 |
| Mutual Advisors, LLC | 2,525 | $55.5 萬 | 0.02% | +240+10.5% | 加碼 |
| Boston Research & Management Inc | 2,620 | $55.2 萬 | 0.14% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2,613 | $55.1 萬 | 0.12% | +1,103+73.0% | 加碼 |
| Quantitative Investment Management, LLC | 2,605 | $54.8 萬 | 0.06% | −14,050−84.4% | 減碼 |