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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 9,679 | $215.9 萬 | 0.95% | +70+0.7% | 加碼 |
| Signaturefd, LLC | 9,608 | $214.4 萬 | 0.04% | +413+4.5% | 加碼 |
| Delap Wealth Advisory, LLC | 9,574 | $213.6 萬 | 1.35% | −105−1.1% | 減碼 |
| Chatham Capital Group, Inc. | 9,513 | $212.2 萬 | 0.35% | −100−1.0% | 減碼 |
| Front Row Advisors LLC | 9,424 | $210.2 萬 | 0.75% | −129−1.4% | 減碼 |
| Perigon Wealth Management, LLC | 9,416 | $210.1 萬 | 0.06% | +3,815+68.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 9,368 | $209.0 萬 | 0.03% | −40.0% | 減碼 |
| Vise Technologies, Inc. | 9,365 | $208.9 萬 | 0.27% | −572−5.8% | 減碼 |
| Grimes & Company, Inc. | 9,315 | $207.8 萬 | 0.06% | +25+0.3% | 加碼 |
| Univest Financial Corp | 9,302 | $207.5 萬 | 0.14% | +9,302 | 新進 |
| Ritholtz Wealth Management | 9,254 | $206.4 萬 | 0.06% | +301+3.4% | 加碼 |
| Cary Street Partners Asset Management LLC | 9,227 | $205.8 萬 | 0.27% | −261−2.8% | 減碼 |
| Ballentine Partners, LLC | 9,207 | $205.4 萬 | 0.04% | +591+6.9% | 加碼 |
| Northcape Capital Pty Ltd | 9,201 | $205.3 萬 | 0.30% | −8,566−48.2% | 減碼 |
| Quadrant Capital Group LLC | 9,196 | $205.2 萬 | 0.14% | −108−1.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,027 | $201.4 萬 | 0.03% | +43+0.5% | 加碼 |
| Merit Financial Group, LLC | 8,898 | $198.5 萬 | 0.04% | −3,022−25.4% | 減碼 |
| Brass Tax Wealth Management, Inc | 8,754 | $195.3 萬 | 0.42% | +6,309+258.0% | 加碼 |
| Savant Capital, LLC | 8,741 | $195.0 萬 | 0.02% | +928+11.9% | 加碼 |
| Centiva Capital, LP | 8,694 | $194.0 萬 | 0.09% | +8,694 | 新進 |
| RMR Wealth Builders | 8,675 | $193.5 萬 | 0.21% | +10.0% | 加碼 |
| Bryn Mawr Trust Co | 8,640 | $192.7 萬 | 0.03% | +5,799+204.1% | 加碼 |
| Belpointe Asset Management LLC | 8,625 | $192.4 萬 | 0.12% | −1,350−13.5% | 減碼 |
| International Assets Investment Management, LLC | 427,764 | $191.7 萬 | 0.01% | +426,425+31,846.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,583 | $191.5 萬 | 0.02% | −273−3.1% | 減碼 |
| Knollwood Investment Advisory, LLC | 8,430 | $188.1 萬 | 0.20% | 00.0% | 不變 |
| Anthracite Investment Company, Inc. | 8,424 | $187.9 萬 | 0.89% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 8,396 | $187.3 萬 | 0.12% | +4,911+140.9% | 加碼 |
| Wealth Alliance | 8,394 | $187.3 萬 | 0.22% | −119−1.4% | 減碼 |
| Paloma Partners Management Co | 8,347 | $186.2 萬 | 0.10% | −6,432−43.5% | 減碼 |
| Mission Wealth Management, LP | 8,331 | $185.9 萬 | 0.05% | −38−0.5% | 減碼 |
| Scientech Research LLC | 8,310 | $185.4 萬 | 0.37% | +8,310 | 新進 |
| TD Private Client Wealth LLC | 8,279 | $184.7 萬 | 0.05% | +92+1.1% | 加碼 |
| Clearstead Advisors, LLC | 8,266 | $184.4 萬 | 0.03% | +215+2.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 8,223 | $183.4 萬 | 0.19% | −1,853−18.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 8,217 | $183.3 萬 | 0.18% | +3,460+72.7% | 加碼 |
| First National Trust Co | 8,193 | $182.8 萬 | 0.07% | −32−0.4% | 減碼 |
| Syon Capital LLC | 8,137 | $181.5 萬 | 0.16% | −45−0.5% | 減碼 |
| Citizens Financial Group Inc | 8,089 | $180.5 萬 | 0.04% | +595+7.9% | 加碼 |
| IAM Advisory, LLC | 8,068 | $180.0 萬 | 0.45% | +161+2.0% | 加碼 |
| Headlands Technologies LLC | 8,009 | $178.7 萬 | 0.21% | +8,009 | 新進 |
| LS Investment Advisors, LLC | 8,005 | $178.6 萬 | 0.26% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 7,969 | $177.8 萬 | 0.12% | −60−0.7% | 減碼 |
| PFG Advisors | 7,956 | $177.5 萬 | 0.11% | −1,312−14.2% | 減碼 |
| iA Global Asset Management Inc. | 7,935 | $177.0 萬 | 0.03% | +3,816+92.6% | 加碼 |
| Brophy Wealth Management, LLC | 7,880 | $175.8 萬 | 0.63% | +7,880 | 新進 |
| Citizens & Northern Corp | 7,878 | $175.8 萬 | 0.53% | +708+9.9% | 加碼 |
| Advisory Services Network, LLC | 8,337 | $175.7 萬 | 0.04% | 00.0% | 不變 |
| Adviser Investments LLC | 7,867 | $175.5 萬 | 0.02% | +257+3.4% | 加碼 |
| PDT Partners, LLC | 7,850 | $175.1 萬 | 0.16% | −33−0.4% | 減碼 |
| Profund Advisors LLC | 7,774 | $173.4 萬 | 0.07% | +353+4.8% | 加碼 |
| Lantz Financial LLC | 7,739 | $172.6 萬 | 0.47% | +27+0.4% | 加碼 |
| DoubleLine ETF Adviser LP | 7,728 | $172.4 萬 | 0.42% | −506−6.1% | 減碼 |
| Venturi Wealth Management, LLC | 7,689 | $171.5 萬 | 0.09% | −1,020−11.7% | 減碼 |
| Clifford Swan Investment Counsel LLC | 7,674 | $171.2 萬 | 0.06% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 7,583 | $169.2 萬 | 0.34% | −1,213−13.8% | 減碼 |
| Wimmer Associates 1, LLC | 7,570 | $168.9 萬 | 0.83% | −40−0.5% | 減碼 |
| Matrix Trust Co | 7,399 | $165.1 萬 | 0.31% | −104−1.4% | 減碼 |
| Chesley Taft & Associates LLC | 7,391 | $164.9 萬 | 0.08% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 7,390 | $164.9 萬 | 0.25% | −354−4.6% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 7,248 | $161.7 萬 | 0.10% | +7,248 | 新進 |
| WSFS Capital Management, LLC | 7,220 | $161.1 萬 | 0.09% | −628−8.0% | 減碼 |
| Wedmont Private Capital | 7,322 | $160.9 萬 | 0.09% | +267+3.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,182 | $160.2 萬 | 0.02% | +8+0.1% | 加碼 |
| Norway Savings Bank | 7,171 | $160.0 萬 | 0.87% | +461+6.9% | 加碼 |
| TCTC Holdings, LLC | 7,166 | $159.9 萬 | 0.05% | −572−7.4% | 減碼 |
| MAI Capital Management | 7,144 | $159.4 萬 | 0.02% | −4,474−38.5% | 減碼 |
| Parallel Advisors, LLC | 7,055 | $157.4 萬 | 0.04% | +337+5.0% | 加碼 |
| Summit Trail Advisors, LLC | 7,035 | $156.9 萬 | 0.04% | +1,531+27.8% | 加碼 |
| Pensionfund Sabic | 7,000 | $156.2 萬 | 0.49% | −2,000−22.2% | 減碼 |
| RCS Financial Planning, LLC | 6,904 | $154.0 萬 | 0.86% | −10.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,890 | $153.7 萬 | 0.05% | +998+16.9% | 加碼 |
| Machina Capital S.A.S. | 6,846 | $152.7 萬 | 0.61% | +6,846 | 新進 |
| Aigen Investment Management, LP | 6,804 | $151.8 萬 | 0.30% | −4,052−37.3% | 減碼 |
| Fidelis Capital Partners, LLC | 6,759 | $151.1 萬 | 0.18% | −93−1.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 6,730 | $150.1 萬 | 0.41% | +32+0.5% | 加碼 |
| Smithfield Trust Co | 6,703 | $149.5 萬 | 0.07% | +30.0% | 加碼 |
| Groupama Asset Managment | 8,335 | $149.3 萬 | 0.04% | +40+0.5% | 加碼 |
| LMCG Investments, LLC | 6,672 | $148.8 萬 | 0.09% | −19−0.3% | 減碼 |
| NorthRock Partners, LLC | 6,653 | $148.4 萬 | 0.05% | +156+2.4% | 加碼 |
| Shelton Capital Management | 6,598 | $147.2 萬 | 0.04% | −10,387−61.2% | 減碼 |
| Crestline Management, LP | 6,452 | $143.9 萬 | 0.08% | +6,452 | 新進 |
| Edgemoor Investment Advisors, Inc. | 6,449 | $143.9 萬 | 0.13% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 6,380 | $142.3 萬 | 0.11% | +298+4.9% | 加碼 |
| Checchi Capital Advisers, LLC | 6,308 | $140.7 萬 | 0.10% | −235−3.6% | 減碼 |
| United Bank | 6,298 | $140.5 萬 | 0.65% | +32+0.5% | 加碼 |
| Venture Visionary Partners LLC | 6,282 | $140.1 萬 | 0.06% | −4,122−39.6% | 減碼 |
| Pegasus Partners Ltd. | 6,269 | $139.9 萬 | 0.13% | −1,967−23.9% | 減碼 |
| Exchange Bank | 6,239 | $139.2 萬 | 1.14% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 6,235 | $139.1 萬 | 0.07% | +1,754+39.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 6,209 | $138.5 萬 | 0.03% | −7−0.1% | 減碼 |
| Qsemble Capital Management, LP | 6,197 | $138.2 萬 | 0.25% | +2,152+53.2% | 加碼 |
| Gries Financial LLC | 6,170 | $137.6 萬 | 0.26% | +517+9.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 6,140 | $136.9 萬 | 0.38% | +313+5.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,112 | $136.4 萬 | 0.56% | −149−2.4% | 減碼 |
| Concord Wealth Partners | 6,077 | $135.6 萬 | 0.23% | +7+0.1% | 加碼 |
| Highview Capital Management LLC | 6,048 | $134.9 萬 | 0.55% | +293+5.1% | 加碼 |
| Peapack Gladstone Financial Corp | 6,047 | $134.9 萬 | 0.02% | +27+0.4% | 加碼 |
| Principal Securities, Inc. | 6,025 | $134.4 萬 | 0.03% | +493+8.9% | 加碼 |
| Concord Asset Management, LLC | 5,964 | $133.1 萬 | 0.30% | 00.0% | 不變 |