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 3 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2024/9/30 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
- 1,531
- 較 2024 年第 2 季 +72 家
- 持有股數
- 4.36 億
- 較 2024 年第 2 季 +4,037 萬 (+10.2%)
- 總市值
- $971.0 億
- 較 2024 年第 2 季 +$138.1 億 (+16.6%)
- 新進機構
- 139
- 另有 628 家加碼
- 清倉機構
- 67
- 另有 500 家減碼
另有 17 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 8,331 | $185.9 萬 | 0.05% | −38−0.5% | 減碼 |
| Paloma Partners Management Co | 8,347 | $186.2 萬 | 0.10% | −6,432−43.5% | 減碼 |
| Wealth Alliance | 8,394 | $187.3 萬 | 0.22% | −119−1.4% | 減碼 |
| Hilltop Holdings Inc. | 8,396 | $187.3 萬 | 0.12% | +4,911+140.9% | 加碼 |
| Anthracite Investment Company, Inc. | 8,424 | $187.9 萬 | 0.89% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 8,430 | $188.1 萬 | 0.20% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 8,583 | $191.5 萬 | 0.02% | −273−3.1% | 減碼 |
| International Assets Investment Management, LLC | 427,764 | $191.7 萬 | 0.01% | +426,425+31,846.5% | 加碼 |
| Belpointe Asset Management LLC | 8,625 | $192.4 萬 | 0.12% | −1,350−13.5% | 減碼 |
| Bryn Mawr Trust Co | 8,640 | $192.7 萬 | 0.03% | +5,799+204.1% | 加碼 |
| RMR Wealth Builders | 8,675 | $193.5 萬 | 0.21% | +10.0% | 加碼 |
| Centiva Capital, LP | 8,694 | $194.0 萬 | 0.09% | +8,694 | 新進 |
| Savant Capital, LLC | 8,741 | $195.0 萬 | 0.02% | +928+11.9% | 加碼 |
| Brass Tax Wealth Management, Inc | 8,754 | $195.3 萬 | 0.42% | +6,309+258.0% | 加碼 |
| Merit Financial Group, LLC | 8,898 | $198.5 萬 | 0.04% | −3,022−25.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,027 | $201.4 萬 | 0.03% | +43+0.5% | 加碼 |
| Quadrant Capital Group LLC | 9,196 | $205.2 萬 | 0.14% | −108−1.2% | 減碼 |
| Northcape Capital Pty Ltd | 9,201 | $205.3 萬 | 0.30% | −8,566−48.2% | 減碼 |
| Ballentine Partners, LLC | 9,207 | $205.4 萬 | 0.04% | +591+6.9% | 加碼 |
| Cary Street Partners Asset Management LLC | 9,227 | $205.8 萬 | 0.27% | −261−2.8% | 減碼 |
| Ritholtz Wealth Management | 9,254 | $206.4 萬 | 0.06% | +301+3.4% | 加碼 |
| Univest Financial Corp | 9,302 | $207.5 萬 | 0.14% | +9,302 | 新進 |
| Grimes & Company, Inc. | 9,315 | $207.8 萬 | 0.06% | +25+0.3% | 加碼 |
| Vise Technologies, Inc. | 9,365 | $208.9 萬 | 0.27% | −572−5.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 9,368 | $209.0 萬 | 0.03% | −40.0% | 減碼 |
| Perigon Wealth Management, LLC | 9,416 | $210.1 萬 | 0.06% | +3,815+68.1% | 加碼 |
| Front Row Advisors LLC | 9,424 | $210.2 萬 | 0.75% | −129−1.4% | 減碼 |
| Chatham Capital Group, Inc. | 9,513 | $212.2 萬 | 0.35% | −100−1.0% | 減碼 |
| Delap Wealth Advisory, LLC | 9,574 | $213.6 萬 | 1.35% | −105−1.1% | 減碼 |
| Signaturefd, LLC | 9,608 | $214.4 萬 | 0.04% | +413+4.5% | 加碼 |
| Tealwood Asset Management Inc | 9,679 | $215.9 萬 | 0.95% | +70+0.7% | 加碼 |
| Raymond James Trust N.A. | 9,687 | $216.1 萬 | 0.05% | +36+0.4% | 加碼 |
| Enterprise Bank & Trust Co | 9,700 | $216.4 萬 | 0.70% | +88+0.9% | 加碼 |
| Vectors Research Management, LLC | 9,754 | $217.6 萬 | 0.66% | +21+0.2% | 加碼 |
| Qtron Investments LLC | 9,770 | $218.0 萬 | 0.30% | +1,392+16.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 9,829 | $219.3 萬 | 0.58% | −9,931−50.3% | 減碼 |
| Everence Capital Management Inc | 9,860 | $220.0 萬 | 0.14% | 00.0% | 不變 |
| Value Partners Investments Inc. | 9,875 | $220.7 萬 | 0.18% | +747+8.2% | 加碼 |
| Hills Bank & Trust Co | 9,955 | $222.1 萬 | 0.17% | −108−1.1% | 減碼 |
| Axq Capital, LP | 9,967 | $222.4 萬 | 0.67% | −49−0.5% | 減碼 |
| Cohen Klingenstein LLC | 10,000 | $223.1 萬 | 0.08% | 00.0% | 不變 |
| Courier Capital LLC | 10,013 | $223.4 萬 | 0.15% | +965+10.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 10,062 | $224.5 萬 | 0.04% | +343+3.5% | 加碼 |
| Capital Asset Advisory Services LLC | 10,037 | $224.8 萬 | 0.11% | −187−1.8% | 減碼 |
| TownSquare Capital, LLC | 10,130 | $226.0 萬 | 0.03% | +3,535+53.6% | 加碼 |
| Greenleaf Trust | 10,247 | $228.6 萬 | 0.02% | +104+1.0% | 加碼 |
| Evercore Wealth Management, LLC | 10,249 | $228.6 萬 | 0.03% | +212+2.1% | 加碼 |
| Oddo BHF Asset Management SAS | 10,281 | $229.4 萬 | 0.11% | +10,281 | 新進 |
| Wealthcare Advisory Partners LLC | 10,286 | $229.5 萬 | 0.07% | +276+2.8% | 加碼 |
| HighPoint Advisor Group LLC | 10,479 | $229.6 萬 | 0.13% | −325−3.0% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 10,499 | $232.9 萬 | 0.41% | +360+3.6% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,500 | $234.2 萬 | 1.21% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 10,509 | $234.4 萬 | 0.11% | −69−0.7% | 減碼 |
| TKG Advisors, LLC | 10,552 | $235.4 萬 | 1.16% | +256+2.5% | 加碼 |
| Regions Financial Corp | 10,580 | $236.0 萬 | 0.02% | −479−4.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 10,754 | $239.9 萬 | 0.09% | −86−0.8% | 減碼 |
| Tiaa Trust, National Association | 10,837 | $241.8 萬 | 0.01% | −75−0.7% | 減碼 |
| Howland Capital Management LLC | 10,931 | $243.9 萬 | 0.11% | −131−1.2% | 減碼 |
| CIBC World Markets Inc. | 11,058 | $246.7 萬 | 0.01% | −79,691−87.8% | 減碼 |
| TCW Group Inc | 11,194 | $249.7 萬 | 0.02% | −158−1.4% | 減碼 |
| Horizon Investments, LLC | 11,314 | $251.5 萬 | 0.07% | −22−0.2% | 減碼 |
| United Services Automobile Association | 11,302 | $252.1 萬 | 0.06% | −2,826−20.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,405 | $254.4 萬 | 0.21% | +11,405 | 新進 |
| Coldstream Capital Management Inc | 11,514 | $257.1 萬 | 0.06% | +971+9.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 11,655 | $260.0 萬 | 0.10% | −172−1.5% | 減碼 |
| Larson Financial Group LLC | 11,690 | $260.8 萬 | 0.15% | +585+5.3% | 加碼 |
| Spire Wealth Management | 11,839 | $264.1 萬 | 0.09% | +8,446+248.9% | 加碼 |
| First Manhattan Co | 11,903 | $265.6 萬 | 0.01% | +848+7.7% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 12,055 | $268.9 萬 | 0.39% | 00.0% | 不變 |
| Bokf, NA | 12,211 | $270.9 萬 | 0.05% | −182−1.5% | 減碼 |
| HBK Sorce Advisory LLC | 12,375 | $276.1 萬 | 0.08% | −297−2.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,377 | $276.1 萬 | 0.01% | +1,742+16.4% | 加碼 |
| Private Trust Co NA | 12,509 | $279.1 萬 | 0.28% | −193−1.5% | 減碼 |
| Park Avenue Securities LLC | 12,510 | $279.1 萬 | 0.03% | −1,178−8.6% | 減碼 |
| Sciencast Management LP | 12,526 | $279.4 萬 | 0.83% | +1,254+11.1% | 加碼 |
| Ossiam | 12,604 | $281.2 萬 | 0.05% | −388,368−96.9% | 減碼 |
| Icon Wealth Advisors, LLC | 12,637 | $281.9 萬 | 0.23% | +878+7.5% | 加碼 |
| HB Wealth Management, LLC | 12,638 | $281.9 萬 | 0.03% | +467+3.8% | 加碼 |
| Summit Financial, LLC | 12,654 | $282.3 萬 | 0.11% | +256+2.1% | 加碼 |
| Virtu Financial LLC | 12,756 | $284.6 萬 | 0.16% | +167+1.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 12,784 | $285.2 萬 | 0.87% | −7−0.1% | 減碼 |
| Two Sigma Advisers, LP | 12,800 | $285.6 萬 | 0.01% | −4,600−26.4% | 減碼 |
| Fiduciary Trust Co | 12,883 | $287.4 萬 | 0.04% | +4,253+49.3% | 加碼 |
| Kimelman & Baird, LLC | 12,895 | $287.7 萬 | 0.23% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 12,940 | $288.7 萬 | 0.13% | +1,147+9.7% | 加碼 |
| Dynasty Wealth Management, LLC | 12,967 | $289.3 萬 | 0.09% | +183+1.4% | 加碼 |
| G&S Capital LLC | 12,968 | $289.3 萬 | 1.21% | +128+1.0% | 加碼 |
| Toroso Investments, LLC | 13,013 | $290.3 萬 | 0.03% | +1,911+17.2% | 加碼 |
| Moody National Bank Trust Division | 13,063 | $291.4 萬 | 0.31% | −1,484−10.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 13,152 | $293.4 萬 | 0.08% | +11,172+564.2% | 加碼 |
| Welch & Forbes LLC | 13,196 | $294.4 萬 | 0.04% | −1,350−9.3% | 減碼 |
| CAPROCK Group, Inc. | 13,267 | $296.0 萬 | 0.11% | +649+5.1% | 加碼 |
| Miracle Mile Advisors, LLC | 13,378 | $298.4 萬 | 0.07% | −166−1.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 13,441 | $299.9 萬 | 0.03% | −2,110−13.6% | 減碼 |
| Bouvel Investment Partners, LLC | 13,473 | $300.6 萬 | 1.13% | +82+0.6% | 加碼 |
| Vident Advisory, LLC | 13,743 | $306.6 萬 | 0.08% | +1,355+10.9% | 加碼 |
| Freestone Capital Holdings, LLC | 13,752 | $306.8 萬 | 0.11% | +34+0.2% | 加碼 |
| Hartline Investment Corp | 13,763 | $307.0 萬 | 0.38% | +181+1.3% | 加碼 |
| River Wealth Advisors LLC | 13,885 | $309.8 萬 | 0.41% | −209−1.5% | 減碼 |
| Hamilton Capital Partners Inc. | 13,886 | $309.8 萬 | 0.27% | +1,834+15.2% | 加碼 |