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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 5,951 | $132.8 萬 | 0.30% | +5,951 | 新進 |
| Andra AP-fonden | 5,900 | $131.6 萬 | 0.02% | −13,100−68.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,866 | $130.9 萬 | 0.18% | −116−1.9% | 減碼 |
| Buckingham Strategic Partners | 5,815 | $129.7 萬 | 0.03% | +104+1.8% | 加碼 |
| Brighton Jones LLC | 5,778 | $128.9 萬 | 0.05% | −4,357−43.0% | 減碼 |
| US Asset Management LLC | 5,678 | $128.2 萬 | 1.13% | −19−0.3% | 減碼 |
| AXS Investments LLC | 5,740 | $128.1 萬 | 0.34% | −80−1.4% | 減碼 |
| Kathmere Capital Management, LLC | 5,732 | $127.9 萬 | 0.12% | +654+12.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,725 | $127.7 萬 | 0.21% | +41+0.7% | 加碼 |
| DF Dent & Co Inc | 5,713 | $127.5 萬 | 0.02% | +102+1.8% | 加碼 |
| Pinnacle Associates Ltd | 6,698 | $126.9 萬 | 0.02% | +266+4.1% | 加碼 |
| Trust Asset Management LLC | 5,677 | $126.6 萬 | 0.10% | 00.0% | 不變 |
| D.A. Davidson & Co. | 5,664 | $126.4 萬 | 0.01% | −1,099−16.3% | 減碼 |
| Global Retirement Partners, LLC | 5,663 | $126.3 萬 | 0.04% | +25+0.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,634 | $125.7 萬 | 0.04% | +248+4.6% | 加碼 |
| Kings Path Partners LLC | 5,625 | $125.5 萬 | 0.53% | 00.0% | 不變 |
| Aries Wealth Management | 5,607 | $125.1 萬 | 0.34% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 5,548 | $123.8 萬 | 0.16% | +5,548 | 新進 |
| Prosperity Financial Group, Inc. | 5,541 | $123.6 萬 | 0.69% | +28+0.5% | 加碼 |
| Neville Rodie & Shaw Inc | 5,530 | $123.4 萬 | 0.09% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 5,526 | $123.3 萬 | 0.02% | +122+2.3% | 加碼 |
| Shell Asset Management Co | 5,512 | $123.0 萬 | 0.05% | +5,512 | 新進 |
| Center For Asset Management LLC | 5,496 | $122.6 萬 | 0.73% | +100+1.9% | 加碼 |
| Smartleaf Asset Management LLC | 5,377 | $120.4 萬 | 0.15% | +1,393+35.0% | 加碼 |
| Dover Advisors, LLC | 5,394 | $120.3 萬 | 0.68% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 5,391 | $120.3 萬 | 0.03% | +74+1.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,342 | $119.2 萬 | 0.04% | −203−3.7% | 減碼 |
| West Paces Advisors Inc. | 5,297 | $118.2 萬 | 0.29% | +188+3.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 5,292 | $118.1 萬 | 0.32% | +38+0.7% | 加碼 |
| Fullcircle Wealth LLC | 5,255 | $116.6 萬 | 0.52% | +165+3.2% | 加碼 |
| AA Financial Advisors, LLC | 5,201 | $116.0 萬 | 0.34% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 5,197 | $115.9 萬 | 0.11% | −289−5.3% | 減碼 |
| Proequities, Inc. | 5,192 | $115.8 萬 | 0.07% | +266+5.4% | 加碼 |
| NorthStar Asset Management LLC | 5,146 | $114.8 萬 | 0.77% | +1,151+28.8% | 加碼 |
| Cascade Financial Partners, LLC | 5,136 | $113.9 萬 | 0.14% | 00.0% | 不變 |
| Boltwood Capital Management | 5,105 | $113.9 萬 | 0.34% | −232−4.3% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $113.6 萬 | 0.61% | 00.0% | 不變 |
| Cigna Investments Inc | 5,073 | $113.2 萬 | 0.20% | −102−2.0% | 減碼 |
| Charter Trust Co | 5,001 | $111.6 萬 | 0.07% | −412−7.6% | 減碼 |
| West Family Investments, Inc. | 4,990 | $111.3 萬 | 0.38% | +288+6.1% | 加碼 |
| HM Payson & Co | 4,937 | $110.1 萬 | 0.02% | +131+2.7% | 加碼 |
| Lake Street Advisors Group, LLC | 4,924 | $109.8 萬 | 0.05% | +57+1.2% | 加碼 |
| Pinebridge Investments, L.P. | 4,912 | $109.6 萬 | 0.01% | −40,843−89.3% | 減碼 |
| nVerses Capital, LLC | 4,900 | $109.3 萬 | 0.50% | +700+16.7% | 加碼 |
| We Are One Seven, LLC | 4,879 | $108.9 萬 | 0.05% | −601−11.0% | 減碼 |
| Manchester Capital Management LLC | 4,865 | $108.5 萬 | 0.13% | +97+2.0% | 加碼 |
| Csenge Advisory Group | 4,813 | $108.3 萬 | 0.06% | −295−5.8% | 減碼 |
| Marshall Financial Group LLC | 4,814 | $107.4 萬 | 0.26% | +67+1.4% | 加碼 |
| Douglas Lane & Associates, LLC | 4,811 | $107.3 萬 | 0.01% | −22−0.5% | 減碼 |
| Quadcap Wealth Management, LLC | 4,806 | $107.2 萬 | 0.17% | +1,047+27.9% | 加碼 |
| Integrated Advisors Network LLC | 4,786 | $106.8 萬 | 0.05% | −228−4.5% | 減碼 |
| JGP Wealth Management, LLC | 4,755 | $106.1 萬 | 0.14% | +254+5.6% | 加碼 |
| Murphy Pohlad Asset Management LLC | 4,730 | $105.5 萬 | 0.44% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 4,727 | $105.5 萬 | 0.06% | +249+5.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,707 | $105.0 萬 | 0.07% | +50+1.1% | 加碼 |
| Beck Bode, LLC | 4,702 | $104.9 萬 | 0.20% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 4,667 | $104.1 萬 | 0.01% | +34+0.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,652 | $103.8 萬 | 0.03% | +4,652 | 新進 |
| Connecticut Wealth Management, LLC | 4,623 | $103.1 萬 | 0.05% | +55+1.2% | 加碼 |
| Leavell Investment Management, Inc. | 4,607 | $102.8 萬 | 0.05% | +16+0.3% | 加碼 |
| Boston Financial Mangement LLC | 4,580 | $102.2 萬 | 0.03% | −401−8.1% | 減碼 |
| Red Door Wealth Management, LLC | 4,534 | $101.1 萬 | 0.17% | −4−0.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 4,518 | $100.8 萬 | 0.25% | +17+0.4% | 加碼 |
| Schechter Investment Advisors, LLC | 4,513 | $100.7 萬 | 0.07% | +75+1.7% | 加碼 |
| Integrated Wealth Concepts LLC | 4,489 | $100.2 萬 | 0.01% | +126+2.9% | 加碼 |
| Criterion Capital Advisors, LLC | 4,735 | $99.8 萬 | 0.63% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 4,468 | $99.7 萬 | 0.20% | −246−5.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,445 | $99.2 萬 | 0.09% | −193−4.2% | 減碼 |
| Nicolet Bankshares Inc | 4,445 | $99.2 萬 | 0.24% | +17+0.4% | 加碼 |
| National Asset Management, Inc. | 4,429 | $98.7 萬 | 0.03% | −60−1.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 11,116 | $98.7 萬 | 0.01% | +7,380+197.5% | 加碼 |
| Journey Strategic Wealth LLC | 4,356 | $97.2 萬 | 0.04% | +479+12.4% | 加碼 |
| Quantitative Investment Management, LLC | 4,356 | $97.1 萬 | 0.10% | +1,751+67.2% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 4,324 | $96.5 萬 | 0.19% | +1,148+36.1% | 加碼 |
| Advance Capital Management, Inc. | 4,294 | $95.8 萬 | 0.04% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 4,267 | $95.2 萬 | 0.17% | −15−0.4% | 減碼 |
| Nilsine Partners, LLC | 4,238 | $94.5 萬 | 0.12% | −377−8.2% | 減碼 |
| GM Advisory Group, Inc. | 4,196 | $93.6 萬 | 0.06% | +160+4.0% | 加碼 |
| Allred Capital Management, LLC | 4,194 | $93.6 萬 | 0.37% | −99−2.3% | 減碼 |
| Trust Co of Toledo NA | 4,178 | $93.2 萬 | 0.13% | +508+13.8% | 加碼 |
| Financial Advocates Investment Management | 4,165 | $92.9 萬 | 0.05% | +85+2.1% | 加碼 |
| Farther Finance Advisors, LLC | 4,146 | $92.5 萬 | 0.03% | −179−4.1% | 減碼 |
| Diversify Advisory Services, LLC | 4,163 | $92.3 萬 | 0.05% | −194−4.5% | 減碼 |
| Virtus ETF Advisers LLC | 4,062 | $90.6 萬 | 0.42% | +4,062 | 新進 |
| SRN Advisors, LLC | 4,044 | $90.2 萬 | 0.80% | −161−3.8% | 減碼 |
| Western Wealth Management, LLC | 4,044 | $90.2 萬 | 0.05% | −272−6.3% | 減碼 |
| Atlantic Union Bankshares Corp | 4,028 | $89.9 萬 | 0.05% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,023 | $89.7 萬 | 0.17% | +3,791+1,634.1% | 加碼 |
| Northwest Bank & Trust Co | 4,023 | $89.7 萬 | 0.68% | +74+1.9% | 加碼 |
| Allworth Financial LP | 4,012 | $89.5 萬 | 0.01% | +41+1.0% | 加碼 |
| Westpac Banking Corp | 4,004 | $89.3 萬 | 0.06% | +229+6.1% | 加碼 |
| Icon Advisers Inc | 4,000 | $89.2 萬 | 0.19% | −7,500−65.2% | 減碼 |
| Paradigm Financial Partners, LLC | 3,949 | $89.1 萬 | 0.12% | +535+15.7% | 加碼 |
| North Point Portfolio Managers Corp | 3,994 | $89.1 萬 | 0.14% | +3,994 | 新進 |
| Quotient Wealth Partners, LLC | 3,980 | $88.8 萬 | 0.03% | −42−1.0% | 減碼 |
| SFMG, LLC | 3,965 | $88.5 萬 | 0.07% | +19+0.5% | 加碼 |
| Waypoint Capital Advisors, LLC | 3,956 | $88.3 萬 | 0.19% | +35+0.9% | 加碼 |
| Strategic Blueprint, LLC | 3,917 | $87.4 萬 | 0.05% | +240+6.5% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,893 | $86.8 萬 | 0.24% | −154−3.8% | 減碼 |
| Personal Cfo Solutions, LLC | 3,893 | $86.8 萬 | 0.12% | −93−2.3% | 減碼 |