Marsh & McLennan Companies, Inc.

MRSH

交易所: NYSE
產業: Insurance Agents, Brokers & Service
SEC CIK: 0000062709

SEC 申報列表（在新分頁開啟）

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 3 季與 2024 年第 2 季比較

持有 Marsh & McLennan Companies, Inc. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人 2024 年第 2 季全部持有人

MRSH 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目	2024 年第 2 季	其中尚未申報 2024 年第 3 季	2024 年第 3 季	變化
持有家數	1,476	17	1,531	+72
股數	4.38 億	4,257 萬	4.36 億	+4,037 萬 (+10.2%)
市值	$922.5 億	$89.7 億	$971.0 億	+$138.1 億 (+16.6%)

17 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（139 家）

2024 年第 3 季季末持有 Marsh & McLennan Companies, Inc.、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 139 家。

2024 年第 3 季新進 MRSH 的機構
機構	股數	市值	佔組合 %
BlackRock, Inc.	41,609,881	$92.8 億	0.20%
Sterling Capital Management LLC	372,586	$8,312 萬	1.07%
B. Metzler seel. Sohn & Co. Holding AG	209,394	$4,671 萬	0.46%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	149,131	$3,327 萬	0.34%
Point72 Asset Management, L.P.	105,372	$2,351 萬	0.08%
Aquatic Capital Management LLC	86,300	$1,925 萬	0.50%
Baillie Gifford & Co	85,600	$1,910 萬	0.01%
Railway Pension Investments Ltd	83,700	$1,867 萬	0.22%
Quantbot Technologies LP	69,881	$1,559 萬	0.61%
Bridges Investment Management Inc	44,339	$989.2 萬	0.14%
Twinbeech Capital LP	41,442	$924.5 萬	0.18%
Executive Wealth Management, LLC	37,372	$833.7 萬	0.65%
Engineers Gate Manager LP	30,488	$680.2 萬	0.13%
Magnetar Financial LLC	28,155	$628.1 萬	0.14%
Bellwether Advisors, LLC	27,180	$606.4 萬	1.16%
Impact Asset Management GmbH	22,365	$498.9 萬	1.92%
Argent Financial Group, Inc.	17,556	$391.7 萬	0.46%
AIA Group Ltd	17,200	$383.7 萬	0.10%
Algert Global LLC	15,029	$335.3 萬	0.09%
La Banque Postale Asset Management SA	13,924	$310.6 萬	0.05%
Lombard Odier Asset Management (Switzerland) SA	11,405	$254.4 萬	0.21%
Oddo BHF Asset Management SAS	10,281	$229.4 萬	0.11%
Univest Financial Corp	9,302	$207.5 萬	0.14%
Centiva Capital, LP	8,694	$194.0 萬	0.09%
Scientech Research LLC	8,310	$185.4 萬	0.37%
Headlands Technologies LLC	8,009	$178.7 萬	0.21%
Brophy Wealth Management, LLC	7,880	$175.8 萬	0.63%
Mogy Joel R Investment Counsel Inc	7,248	$161.7 萬	0.10%
Machina Capital S.A.S.	6,846	$152.7 萬	0.61%
Crestline Management, LP	6,452	$143.9 萬	0.08%
Fox Run Management, L.L.C.	5,951	$132.8 萬	0.30%
Dark Forest Capital Management LP	5,548	$123.8 萬	0.16%
Shell Asset Management Co	5,512	$123.0 萬	0.05%
Oversea-Chinese Banking CORP Ltd	4,652	$103.8 萬	0.03%
Virtus ETF Advisers LLC	4,062	$90.6 萬	0.42%
North Point Portfolio Managers Corp	3,994	$89.1 萬	0.14%
Entropy Technologies, LP	3,805	$84.9 萬	0.09%
Inceptionr LLC	3,627	$80.9 萬	0.20%
Nebula Research & Development LLC	3,383	$75.5 萬	0.09%
Kestra Investment Management, LLC	3,249	$72.5 萬	0.03%
CWA Asset Management Group, LLC	3,228	$72.0 萬	0.04%
OmniStar Financial Group, Inc.	3,190	$71.3 萬	0.53%
Net Worth Advisory Group	3,092	$69.0 萬	0.20%
Capula Management Ltd	2,989	$66.7 萬	0.01%
44 Wealth Management LLC	2,976	$66.5 萬	0.23%
Delta Investment Management, LLC	2,970	$66.3 萬	0.14%
Howard Capital Management Inc.	2,952	$65.9 萬	0.01%
SWMG, LLC	2,719	$61.4 萬	0.25%
Neo Ivy Capital Management	2,664	$59.4 萬	0.19%
Verdad Advisers, LP	2,372	$52.9 萬	0.71%
Lecap Asset Management Ltd	2,330	$52.0 萬	0.11%
Hamilton Point Investment Advisors, LLC	2,266	$50.6 萬	0.09%
Lakeview Capital Partners, LLC	2,195	$49.0 萬	0.08%
Oak Thistle LLC	2,160	$48.2 萬	0.16%
Global Endowment Management, LP	2,059	$45.9 萬	0.05%
Eastern Bank	1,942	$43.3 萬	0.01%
Talon Private Wealth, LLC	1,708	$38.1 萬	0.08%
Oxford Asset Management LLP	1,658	$37.0 萬	0.31%
Readystate Asset Management LP	1,644	$36.7 萬	0.02%
Boothbay Fund Management, LLC	1,621	$36.2 萬	0.01%
Evoke Wealth, LLC	1,610	$35.9 萬	0.01%
OneAscent Financial Services LLC	1,517	$33.8 萬	0.24%
ICONIQ Capital, LLC	1,474	$32.9 萬	0.01%
Colonial River Wealth Management, LLC	1,447	$32.3 萬	0.16%
Mission Creek Capital Partners, Inc.	1,433	$32.0 萬	0.07%
Blueshift Asset Management, LLC	1,405	$31.3 萬	0.08%
Five Oceans Advisors	1,354	$30.2 萬	0.14%
Claro Advisors LLC	1,310	$29.2 萬	0.04%
Prelude Capital Management, LLC	1,258	$28.1 萬	0.02%
Benchmark Financial Wealth Advisors, LLC	1,249	$27.9 萬	0.09%
Smart Money Group LLC	1,252	$27.3 萬	0.10%
Chicago Partners Investment Group LLC	1,156	$25.8 萬	0.01%
OneAscent Wealth Management LLC	1,128	$25.2 萬	0.10%
WealthBridge Capital Management, LLC	1,113	$24.8 萬	0.07%
Citizens Business Bank	1,096	$24.5 萬	0.05%
Moss Adams Wealth Advisors LLC	1,047	$23.4 萬	0.03%
Associated Banc-Corp	1,042	$23.2 萬	0.01%
Advisor Resource Council	1,039	$23.2 萬	0.11%
Kingswood Wealth Advisors, LLC	1,019	$22.7 萬	0.02%
First Trust Investment Solutions L.P.	1,019	$22.7 萬	0.03%
Code Waechter LLC	1,003	$22.4 萬	0.21%
New Covenant Trust Company, N.A.	994	$22.3 萬	0.22%
McGlone Suttner Wealth Management, Inc.	989	$22.1 萬	0.05%
Jacobi Capital Management LLC	975	$21.7 萬	0.02%
Wealthstream Advisors, Inc.	953	$21.3 萬	0.04%
Mesirow Financial Investment Management, Inc.	950	$21.2 萬	0.00%
Sabal Trust CO	949	$21.2 萬	0.01%
Fiduciary Planning LLC	949	$21.2 萬	0.07%
Sax Wealth Advisors, LLC	944	$21.1 萬	0.02%
Heritage Investment Group, Inc.	941	$21.0 萬	0.04%
Meridian Wealth Management, LLC	938	$20.9 萬	0.01%
Meadow Creek Wealth Advisors LLC	936	$20.9 萬	0.17%
Howard Bailey Securities, LLC	929	$20.7 萬	0.08%
Arvest Bank Trust Division	923	$20.6 萬	0.01%
Ssi Investment Management LLC	921	$20.5 萬	0.02%
Cable Hill Partners, LLC	918	$20.5 萬	0.02%
Unique Wealth, LLC	917	$20.5 萬	0.05%
Oxinas Partners Wealth Management LLC	915	$20.4 萬	0.13%
Spears Abacus Advisors LLC	913	$20.4 萬	0.00%
Cottonwood Capital Advisors, LLC	907	$20.2 萬	0.15%

清倉機構（67 家）

2024 年第 2 季季末持有 Marsh & McLennan Companies, Inc.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 MRSH 的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
Woodline Partners LP	585,204	$1.23 億
Intermede Investment Partners Ltd	468,068	$9,863 萬
Gillson Capital LP	140,766	$2,966 萬
Alberta Investment Management Corp	112,338	$2,367 萬
Marshall Wace, LLP	99,100	$2,088 萬
Boston Private Wealth LLC	91,094	$1,920 萬
Artemis Investment Management LLP	42,555	$896.7 萬
Bayesian Capital Management, LP	30,371	$640.0 萬
Wolverine Trading, LLC	27,044	$569.9 萬
DRW Securities, LLC	16,056	$338.8 萬
Quadrature Capital Ltd	13,594	$286.5 萬
K.J. Harrison & Partners Inc	10,000	$210.7 萬
Occudo Quantitative Strategies LP	9,875	$208.1 萬
WBI Investments	8,728	$183.9 萬
Pearl River Capital, LLC	6,680	$140.8 萬
CTC Alternative Strategies, Ltd.	6,000	$126.4 萬
Arrowstreet Capital, Limited Partnership	5,986	$126.1 萬
Laurion Capital Management LP	5,499	$115.9 萬
Symmetry Partners, LLC	4,803	$101.2 萬
Sageworth Trust Co	3,750	$79.0 萬
MQS Management LLC	3,143	$66.2 萬
X-Square Capital, LLC	2,957	$62.3 萬
Jefferies Financial Group Inc.	2,946	$62.1 萬
Heritage Oak Wealth Advisors LLC	2,677	$56.4 萬
Versor Investments LP	1,998	$42.1 萬
Allstate Corp	1,894	$39.9 萬
Apriem Advisors	1,786	$37.6 萬
Arete Wealth Advisors, LLC	1,637	$34.5 萬
Gateway Advisory, LLC	1,572	$33.1 萬
Ameritas Advisory Services, LLC	1,526	$32.2 萬
Strategic Financial Concepts, LLC	67,171	$30.2 萬
Haverford Trust Co	1,414	$29.8 萬
Fernwood Investment Management, LLC	1,382	$29.1 萬
Fort Washington Investment Advisors Inc	1,291	$27.2 萬
Anderson Hoagland & Co	1,280	$27.1 萬
TradeLink Capital LLC	1,200	$25.3 萬
MainStreet Investment Advisors LLC	1,171	$24.7 萬
Ibex Wealth Advisors	1,127	$23.7 萬
Crescent Grove Advisors, LLC	1,092	$23.0 萬
Wayfinding Financial, LLC	1,021	$21.5 萬
EntryPoint Capital, LLC	995	$21.0 萬
AlTi Global, Inc.	982	$20.7 萬
Triad Wealth Partners, LLC	865	$18.2 萬
Family Firm, Inc.	794	$16.7 萬
Gradient Investments LLC	735	$15.5 萬
Opal Wealth Advisors, LLC	698	$14.7 萬
Belmont Capital, LLC	225	$4.74 萬
Wetzel Investment Advisors, Inc.	220	$4.53 萬
State of Wyoming	150	$3.16 萬
Valley National Advisers Inc	133	$2.80 萬
RFP Financial Group LLC	106	$2.23 萬
First Foundation Advisors	99	$2.09 萬
SWS Partners	79	$1.66 萬
Central Bank & Trust Co	65	$1.37 萬
Planning Capital Management Corp	55	$1.16 萬
FWL Investment Management, LLC	52	$1.10 萬
Lynx Investment Advisory	50	$1.05 萬
Cedar Wealth Management, LLC	49	$1.03 萬
Unique Wealth Strategies, LLC	27	$5,561
Richard W. Paul & Associates, LLC	24	$5,057
Fairway Wealth LLC	23	$4,847
Pingora Partners LLC	20	$4,214
Delos Wealth Advisors, LLC	14	$2,951
VisionPoint Advisory Group, LLC	11	$2,318
Delta Asset Management LLC	5	$1,054
Redwood Wealth Management Group, LLC	4	$843
Castleview Partners, LLC	1	$211

尚未申報 2024 年第 3 季的機構（17 家）

2024 年第 2 季季末持有 Marsh & McLennan Companies, Inc.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 MRSH、尚未申報 2024 年第 3 季的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
BlackRock Inc.	42,337,144	$89.2 億
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)	148,031	$3,119 萬
Susquehanna Fundamental Investments, LLC	19,900	$419.3 萬
Benjamin F. Edwards & Company, Inc.	17,774	$374.6 萬
Heritage Trust Co	11,575	$243.9 萬
Girard Partners Ltd.	10,189	$214.7 萬
Arden Trust Co	5,609	$118.2 萬
Buckingham Strategic Wealth, LLC	3,923	$82.7 萬
Permanent Capital Management, LP	3,220	$70.4 萬
Abbrea Capital, LLC	3,298	$69.5 萬
Ofi Invest Asset Management	2,586	$50.8 萬
Gratus Capital LLC	2,117	$44.6 萬
Members Wealth LLC	1,138	$24.3 萬
JJJ Advisors Inc.	381	$8.03 萬
Institutional & Family Asset Management, LLC	177	$3.73 萬
ICA Group Wealth Management, LLC	95	$2.00 萬
Bradley & Co. Private Wealth Management, LLC	19	$4,004