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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 3,883 | $86.6 萬 | 0.29% | +384+11.0% | 加碼 |
| Ledyard National Bank | 3,881 | $86.6 萬 | 0.08% | +380+10.9% | 加碼 |
| Fulton Bank, N.A. | 3,870 | $86.3 萬 | 0.03% | +33+0.9% | 加碼 |
| Stephens Inc | 3,867 | $86.3 萬 | 0.01% | −645−14.3% | 減碼 |
| TrinityPoint Wealth, LLC | 3,866 | $86.2 萬 | 0.12% | −12−0.3% | 減碼 |
| Missouri Trust & Investment Co | 3,865 | $86.2 萬 | 0.30% | −268−6.5% | 減碼 |
| GAMMA Investing LLC | 3,865 | $86.2 萬 | 0.09% | +1,070+38.3% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,863 | $86.2 萬 | 0.08% | +55+1.4% | 加碼 |
| AMG National Trust Bank | 3,850 | $85.9 萬 | 0.02% | −453−10.5% | 減碼 |
| Fortis Capital Advisors, LLC | 3,807 | $84.9 萬 | 0.28% | −1,296−25.4% | 減碼 |
| White Pine Investment CO | 3,806 | $84.9 萬 | 0.23% | −94−2.4% | 減碼 |
| Entropy Technologies, LP | 3,805 | $84.9 萬 | 0.09% | +3,805 | 新進 |
| Dakota Wealth Management | 3,783 | $84.4 萬 | 0.02% | −45−1.2% | 減碼 |
| VeraBank, N.A. | 3,775 | $84.2 萬 | 0.25% | 00.0% | 不變 |
| McAdam, LLC | 3,774 | $84.2 萬 | 0.05% | +91+2.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,766 | $83.8 萬 | 0.01% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 3,749 | $83.6 萬 | 0.16% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 3,726 | $83.1 萬 | 0.01% | +2+0.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 3,725 | $83.1 萬 | 0.01% | −131−3.4% | 減碼 |
| Graypoint LLC | 3,717 | $82.9 萬 | 0.05% | +355+10.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,703 | $82.6 萬 | 0.03% | −620−14.3% | 減碼 |
| Leonteq Securities AG | 3,703 | $82.6 萬 | 0.10% | +2,080+128.2% | 加碼 |
| Shira Ridge Wealth Management | 3,699 | $82.5 萬 | 0.42% | −8−0.2% | 減碼 |
| GTS Securities LLC | 3,695 | $82.4 萬 | 0.02% | −4,399−54.3% | 減碼 |
| Louisbourg Investments Inc. | 4,911 | $82.4 萬 | 0.21% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 3,670 | $81.9 萬 | 0.07% | +163+4.6% | 加碼 |
| Hutchinson Capital Management | 3,670 | $81.9 萬 | 0.16% | −11−0.3% | 減碼 |
| Caldwell Trust Co | 3,666 | $81.8 萬 | 0.09% | −385−9.5% | 減碼 |
| Clarius Group, LLC | 3,646 | $81.1 萬 | 0.06% | −151−4.0% | 減碼 |
| Inceptionr LLC | 3,627 | $80.9 萬 | 0.20% | +3,627 | 新進 |
| Napatree Capital LLC | 3,603 | $80.4 萬 | 0.56% | +334+10.2% | 加碼 |
| Vista Investment Partners LLC | 3,600 | $80.3 萬 | 0.26% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 3,594 | $80.2 萬 | 0.06% | +179+5.2% | 加碼 |
| Genesee Capital Advisors, LLC | 3,571 | $79.7 萬 | 0.38% | −705−16.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,569 | $79.6 萬 | 0.08% | −60−1.7% | 減碼 |
| Congress Wealth Management LLC | 3,546 | $79.1 萬 | 0.01% | −30−0.8% | 減碼 |
| Mma Asset Management LLC | 3,504 | $78.2 萬 | 0.21% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 3,500 | $78.1 萬 | 0.15% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $78.1 萬 | 0.26% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 3,460 | $77.2 萬 | 0.02% | +814+30.8% | 加碼 |
| Morningstar Investment Services LLC | 3,445 | $77.1 萬 | 0.01% | +1,827+112.9% | 加碼 |
| Ostrum Asset Management | 3,434 | $76.6 萬 | 0.06% | +42+1.2% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,434 | $76.6 萬 | 0.04% | +2,489+263.4% | 加碼 |
| Balyasny Asset Management LLC | 3,420 | $76.3 萬 | 0.00% | −493,295−99.3% | 減碼 |
| Buckley Wealth Management, LLC | 3,401 | $75.9 萬 | 0.23% | +138+4.2% | 加碼 |
| Nebula Research & Development LLC | 3,383 | $75.5 萬 | 0.09% | +3,383 | 新進 |
| Founders Financial Securities LLC | 3,381 | $75.4 萬 | 0.07% | +110+3.4% | 加碼 |
| Essex Financial Services, Inc. | 3,393 | $75.3 萬 | 0.05% | −3,524−50.9% | 減碼 |
| Gateway Investment Advisers LLC | 3,341 | $74.5 萬 | 0.01% | −67−2.0% | 減碼 |
| Empower Advisory Group, LLC | 3,335 | $74.4 萬 | 0.00% | −4−0.1% | 減碼 |
| Level Four Advisory Services, LLC | 3,388 | $73.9 萬 | 0.03% | −19−0.6% | 減碼 |
| Ellevest, Inc. | 3,309 | $73.8 萬 | 0.04% | +133+4.2% | 加碼 |
| Atomi Financial Group, Inc. | 3,280 | $73.2 萬 | 0.05% | +433+15.2% | 加碼 |
| Rodgers Brothers Inc. | 3,250 | $72.5 萬 | 0.09% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 3,249 | $72.5 萬 | 0.03% | +3,249 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $72.4 萬 | 0.09% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,238 | $72.2 萬 | 0.01% | +887+37.7% | 加碼 |
| CWA Asset Management Group, LLC | 3,228 | $72.0 萬 | 0.04% | +3,228 | 新進 |
| Duncker Streett & Co Inc | 3,200 | $71.4 萬 | 0.13% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 3,190 | $71.3 萬 | 0.53% | +3,190 | 新進 |
| Waller Financial Planning Group, Inc | 3,191 | $71.2 萬 | 0.18% | +12+0.4% | 加碼 |
| Waldron Private Wealth LLC | 3,189 | $71.1 萬 | 0.03% | −4−0.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 3,189 | $71.1 萬 | 0.02% | +110+3.6% | 加碼 |
| AE Wealth Management LLC | 3,187 | $71.1 萬 | 0.01% | +319+11.1% | 加碼 |
| Bill Few Associates, Inc. | 3,173 | $70.8 萬 | 0.25% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 3,163 | $70.6 萬 | 0.01% | +627+24.7% | 加碼 |
| Foundations Investment Advisors, LLC | 3,156 | $70.4 萬 | 0.01% | +296+10.3% | 加碼 |
| Defined Wealth Management, LLC | 3,146 | $70.2 萬 | 0.46% | +15+0.5% | 加碼 |
| Thrive Wealth Management, LLC | 3,134 | $69.9 萬 | 0.13% | −46−1.4% | 減碼 |
| Capital Investment Advisors, LLC | 3,124 | $69.7 萬 | 0.01% | −147−4.5% | 減碼 |
| 9258 Wealth Management, LLC | 3,093 | $69.0 萬 | 0.10% | +121+4.1% | 加碼 |
| Net Worth Advisory Group | 3,092 | $69.0 萬 | 0.20% | +3,092 | 新進 |
| Baader Bank INC | 3,091 | $68.8 萬 | 0.06% | −254−7.6% | 減碼 |
| Chilton Investment Co LLC | 3,067 | $68.4 萬 | 0.02% | +155+5.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,031 | $67.6 萬 | 0.01% | −170−5.3% | 減碼 |
| SOL Capital Management CO | 3,030 | $67.6 萬 | 0.08% | 00.0% | 不變 |
| North Star Asset Management Inc | 3,030 | $67.6 萬 | 0.03% | 00.0% | 不變 |
| Cito Capital Group, LLC | 3,000 | $66.9 萬 | 0.25% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 2,989 | $66.7 萬 | 0.00% | −12,427−80.6% | 減碼 |
| Capula Management Ltd | 2,989 | $66.7 萬 | 0.01% | +2,989 | 新進 |
| 44 Wealth Management LLC | 2,976 | $66.5 萬 | 0.23% | +2,976 | 新進 |
| Delta Investment Management, LLC | 2,970 | $66.3 萬 | 0.14% | +2,970 | 新進 |
| IFP Advisors, Inc | 2,964 | $66.1 萬 | 0.02% | −136−4.4% | 減碼 |
| Savvy Advisors, Inc. | 2,962 | $66.1 萬 | 0.13% | +1,801+155.1% | 加碼 |
| Howard Capital Management Inc. | 2,952 | $65.9 萬 | 0.01% | +2,952 | 新進 |
| Drake & Associates, LLC | 2,951 | $65.8 萬 | 0.21% | +506+20.7% | 加碼 |
| Aaron Wealth Advisors | 2,925 | $65.3 萬 | 0.08% | +185+6.8% | 加碼 |
| David Loasby | 2,929 | $65.0 萬 | 0.06% | +78+2.7% | 加碼 |
| Trust Point Inc. | 2,910 | $64.9 萬 | 0.05% | −108−3.6% | 減碼 |
| McRae Capital Management Inc | 2,899 | $64.7 萬 | 0.13% | 00.0% | 不變 |
| Archvest Wealth Advisors, Inc. | 2,897 | $64.6 萬 | 0.41% | 00.0% | 不變 |
| Financial Counselors Inc | 2,894 | $64.6 萬 | 0.01% | +377+15.0% | 加碼 |
| Strid Group, LLC | 2,873 | $64.1 萬 | 0.10% | −25−0.9% | 減碼 |
| Mutual Advisors, LLC | 2,881 | $64.1 萬 | 0.02% | +356+14.1% | 加碼 |
| Kearns & Associates LLC | 2,860 | $63.8 萬 | 0.42% | 00.0% | 不變 |
| Sterling Wealth Management, Inc. | 2,813 | $62.8 萬 | 0.23% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 2,813 | $62.8 萬 | 0.08% | +5+0.2% | 加碼 |
| Requisite Capital Management, LLC | 2,809 | $62.7 萬 | 0.13% | 00.0% | 不變 |
| Meritas Wealth Management, LLC | 2,805 | $62.6 萬 | 0.39% | +34+1.2% | 加碼 |
| Warther Private Wealth, LLC | 2,800 | $62.5 萬 | 0.22% | −200−6.7% | 減碼 |