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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 1,960 | $43.7 萬 | 0.03% | −43−2.1% | 減碼 |
| Wallace Capital Management Inc. | 1,960 | $43.7 萬 | 0.06% | 00.0% | 不變 |
| L2 Asset Management, LLC | 1,952 | $43.5 萬 | 0.12% | +66+3.5% | 加碼 |
| Baker Ellis Asset Management LLC | 1,948 | $43.5 萬 | 0.06% | +336+20.8% | 加碼 |
| Optas, LLC | 1,943 | $43.3 萬 | 0.10% | +58+3.1% | 加碼 |
| Eastern Bank | 1,942 | $43.3 萬 | 0.01% | +1,942 | 新進 |
| Willow Creek Wealth Management Inc. | 1,940 | $43.3 萬 | 0.05% | 00.0% | 不變 |
| CKW Financial Group | 1,937 | $43.2 萬 | 0.05% | +3+0.2% | 加碼 |
| Bridgefront Capital, LLC | 1,935 | $43.2 萬 | 0.17% | +654+51.1% | 加碼 |
| Cypress Capital Group | 1,918 | $42.8 萬 | 0.05% | +24+1.3% | 加碼 |
| Evergreen Capital Management LLC | 1,912 | $42.7 萬 | 0.01% | +121+6.8% | 加碼 |
| Alera Investment Advisors, LLC | 1,910 | $42.6 萬 | 0.05% | −76−3.8% | 減碼 |
| Roble, Belko & Company, Inc | 1,910 | $42.6 萬 | 0.07% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 1,891 | $42.2 萬 | 0.05% | +11+0.6% | 加碼 |
| Aprio Wealth Management, LLC | 1,890 | $42.2 萬 | 0.07% | +139+7.9% | 加碼 |
| Acima Private Wealth, LLC | 1,881 | $42.0 萬 | 0.14% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,873 | $41.9 萬 | 0.00% | +635+51.3% | 加碼 |
| Schear Investment Advisers, LLC | 1,862 | $41.5 萬 | 0.26% | +428+29.8% | 加碼 |
| Hall Laurie J Trustee | 1,860 | $41.5 萬 | 0.13% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 1,856 | $41.4 萬 | 0.08% | +54+3.0% | 加碼 |
| Heritage Wealth Management, Inc. | 1,852 | $41.3 萬 | 0.14% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 1,850 | $41.3 萬 | 0.05% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,850 | $41.3 萬 | 0.03% | +257+16.1% | 加碼 |
| Gilbert & Cook, Inc. | 1,846 | $41.2 萬 | 0.06% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 1,843 | $41.1 萬 | 0.08% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 1,839 | $41.0 萬 | 0.01% | −34−1.8% | 減碼 |
| Prossimo Advisors, LLC | 1,827 | $40.8 萬 | 0.30% | +95+5.5% | 加碼 |
| Motco | 1,827 | $40.8 萬 | 0.04% | +71+4.0% | 加碼 |
| GLOBALT Investments LLC | 1,826 | $40.7 萬 | 0.02% | −8−0.4% | 減碼 |
| Journey Advisory Group, LLC | 1,920 | $40.5 萬 | 0.05% | 00.0% | 不變 |
| First Affirmative Financial Network | 1,813 | $40.5 萬 | 0.22% | +249+15.9% | 加碼 |
| Norris Perne & French LLP | 1,802 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Litman Gregory Asset Management LLC | 1,800 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 1,798 | $40.1 萬 | 0.15% | 00.0% | 不變 |
| Dillon & Associates Inc | 1,800 | $40.1 萬 | 0.06% | 00.0% | 不變 |
| New Hampshire Trust | 1,778 | $39.7 萬 | 0.08% | 00.0% | 不變 |
| Mayport, LLC | 1,768 | $39.4 萬 | 0.13% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,767 | $39.4 萬 | 0.03% | −325−15.5% | 減碼 |
| Hexagon Capital Partners LLC | 1,759 | $39.2 萬 | 0.08% | +93+5.6% | 加碼 |
| AdvisorNet Financial, Inc | 1,757 | $39.2 萬 | 0.03% | +95+5.7% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,753 | $39.1 萬 | 0.03% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 1,750 | $39.1 萬 | 0.01% | +65+3.9% | 加碼 |
| MCF Advisors LLC | 1,745 | $38.9 萬 | 0.03% | +10+0.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,745 | $38.9 萬 | 0.04% | +588+50.8% | 加碼 |
| Ewa, LLC | 1,740 | $38.5 萬 | 0.14% | +19+1.1% | 加碼 |
| Clarkston Capital Partners, LLC | 1,725 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 1,724 | $38.5 萬 | 0.06% | −136−7.3% | 減碼 |
| Outlook Wealth Advisors, LLC | 1,718 | $38.3 萬 | 0.11% | +94+5.8% | 加碼 |
| Douglass Winthrop Advisors, LLC | 1,708 | $38.1 萬 | 0.01% | −48−2.7% | 減碼 |
| Talon Private Wealth, LLC | 1,708 | $38.1 萬 | 0.08% | +1,708 | 新進 |
| SOA Wealth Advisors, LLC. | 1,707 | $38.1 萬 | 0.07% | −27−1.6% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 1,698 | $37.9 萬 | 0.07% | +127+8.1% | 加碼 |
| Verus Capital Partners, LLC | 1,691 | $37.7 萬 | 0.04% | −98−5.5% | 減碼 |
| Koshinski Asset Management, Inc. | 1,681 | $37.5 萬 | 0.03% | −24−1.4% | 減碼 |
| RDA Financial Network | 1,680 | $37.5 萬 | 0.12% | −120−6.7% | 減碼 |
| LGT Group Foundation | 1,680 | $37.5 萬 | 0.01% | −16,680−90.8% | 減碼 |
| Kinloch Capital, LLC | 1,672 | $37.3 萬 | 0.18% | −23−1.4% | 減碼 |
| Davis R M Inc | 1,662 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 1,661 | $37.1 萬 | 0.02% | −59−3.4% | 減碼 |
| Oxford Asset Management LLP | 1,658 | $37.0 萬 | 0.31% | +1,658 | 新進 |
| Readystate Asset Management LP | 1,644 | $36.7 萬 | 0.02% | +1,644 | 新進 |
| Lockerman Financial Group, Inc. | 1,641 | $36.6 萬 | 0.62% | +8+0.5% | 加碼 |
| Meridian Wealth Advisors, LLC | 1,641 | $36.6 萬 | 0.06% | −6−0.4% | 減碼 |
| Dechtman Wealth Management, LLC | 1,631 | $36.4 萬 | 0.07% | +2+0.1% | 加碼 |
| Investment Partners, Ltd. | 1,625 | $36.3 萬 | 0.15% | −94−5.5% | 減碼 |
| Boothbay Fund Management, LLC | 1,621 | $36.2 萬 | 0.01% | +1,621 | 新進 |
| Cornerstone Advisory, LLC | 1,613 | $36.0 萬 | 0.05% | +1+0.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,611 | $35.9 萬 | 0.03% | 00.0% | 不變 |
| Evoke Wealth, LLC | 1,610 | $35.9 萬 | 0.01% | +1,610 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $35.9 萬 | 0.19% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $35.8 萬 | 0.15% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,602 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| Fundamentun, LLC | 1,599 | $35.7 萬 | 0.02% | +118+8.0% | 加碼 |
| Capital Wealth Planning, LLC | 1,596 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,595 | $35.6 萬 | 0.01% | +54+3.5% | 加碼 |
| Carret Asset Management, LLC | 1,590 | $35.5 萬 | 0.04% | +10+0.6% | 加碼 |
| Berkshire Asset Management LLC | 1,683 | $35.5 萬 | 0.02% | 00.0% | 不變 |
| Acorn Creek Capital LLC | 1,588 | $35.4 萬 | 0.19% | +8+0.5% | 加碼 |
| Angeles Wealth Management, LLC | 1,586 | $35.4 萬 | 0.03% | +65+4.3% | 加碼 |
| Trust Co of Virginia | 1,585 | $35.4 萬 | 0.03% | 00.0% | 不變 |
| Capital Management Corp | 1,580 | $35.2 萬 | 0.06% | 00.0% | 不變 |
| Sterling Group Wealth Management, LLC | 1,575 | $35.1 萬 | 0.19% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 1,575 | $35.1 萬 | 0.03% | +2+0.1% | 加碼 |
| Callan Family Office, LLC | 1,572 | $35.1 萬 | 0.06% | +194+14.1% | 加碼 |
| Fielder Capital Group LLC | 1,554 | $34.7 萬 | 0.11% | 00.0% | 不變 |
| Veracity Capital LLC | 1,547 | $34.5 萬 | 0.13% | +32+2.1% | 加碼 |
| Detalus Advisors, LLC | 1,541 | $34.4 萬 | 0.11% | 00.0% | 不變 |
| Bailard, Inc. | 1,537 | $34.3 萬 | 0.01% | +7+0.5% | 加碼 |
| Summit Global Investments | 1,535 | $34.2 萬 | 0.02% | +208+15.7% | 加碼 |
| Sweet Financial Partners, LLC | 1,532 | $34.2 萬 | 0.07% | −1,127−42.4% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 1,530 | $34.1 萬 | 0.16% | −27−1.7% | 減碼 |
| Rockland Trust Co | 1,523 | $34.0 萬 | 0.02% | −481−24.0% | 減碼 |
| OneAscent Financial Services LLC | 1,517 | $33.8 萬 | 0.24% | +1,517 | 新進 |
| Northeast Financial Consultants Inc | 1,514 | $33.8 萬 | 0.01% | +14+0.9% | 加碼 |
| Vicus Capital | 1,511 | $33.7 萬 | 0.03% | +226+17.6% | 加碼 |
| Clark Capital Management Group, Inc. | 1,506 | $33.6 萬 | 0.00% | −85−5.3% | 減碼 |
| Catalyst Funds Management Pty Ltd | 1,500 | $33.5 萬 | 0.07% | +1,400+1,400.0% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,492 | $33.3 萬 | 0.17% | −65−4.2% | 減碼 |
| Insigneo Advisory Services, LLC | 1,484 | $33.1 萬 | 0.03% | −389−20.8% | 減碼 |