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 4 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2024/12/31 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
- 1,578
- 較 2024 年第 3 季 +81 家
- 持有股數
- 4.44 億
- 較 2024 年第 3 季 +946.3 萬 (+2.2%)
- 總市值
- $941.8 億
- 較 2024 年第 3 季 −$25.5 億 (−2.6%)
- 新進機構
- 189
- 另有 641 家加碼
- 清倉機構
- 108
- 另有 499 家減碼
另有 34 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 1,043 | $22.2 萬 | 0.11% | 00.0% | 不變 |
| Advisory Alpha, LLC | 1,043 | $22.2 萬 | 0.01% | +59+6.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 1,046 | $22.2 萬 | 0.01% | +22+2.1% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 1,050 | $22.3 萬 | 0.00% | +100+10.5% | 加碼 |
| Trueblood Wealth Management, LLC | 1,054 | $22.4 萬 | 0.11% | +1,054 | 新進 |
| Patron Partners Advisors, LLC | 1,063 | $22.6 萬 | 0.12% | +12+1.1% | 加碼 |
| Cottonwood Capital Advisors, LLC | 1,068 | $22.7 萬 | 0.16% | +161+17.8% | 加碼 |
| Alpha Financial Partners, LLC | 1,073 | $22.8 萬 | 0.18% | +1,073 | 新進 |
| Ariston Services Group | 1,079 | $22.9 萬 | 0.20% | −4−0.4% | 減碼 |
| MONECO Advisors, LLC | 1,080 | $22.9 萬 | 0.02% | +113+11.7% | 加碼 |
| Compass Capital Corp | 1,082 | $23.0 萬 | 0.09% | +1,082 | 新進 |
| Wedbush Securities Inc | 1,084 | $23.0 萬 | 0.01% | −82−7.0% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 1,088 | $23.1 萬 | 0.17% | +152+16.2% | 加碼 |
| Jacobi Capital Management LLC | 1,092 | $23.2 萬 | 0.02% | +117+12.0% | 加碼 |
| BSW Wealth Partners | 1,093 | $23.2 萬 | 0.03% | +7+0.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,096 | $23.3 萬 | 0.01% | −15−1.4% | 減碼 |
| Anchor Pointe Wealth Management, LLC | 1,106 | $23.4 萬 | 0.30% | +1,106 | 新進 |
| EagleClaw Capital Managment, LLC | 1,114 | $23.7 萬 | 0.04% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 1,116 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Principal Street Partners, LLC | 1,119 | $23.8 萬 | 0.05% | +64+6.1% | 加碼 |
| Avantax Planning Partners, Inc. | 1,120 | $23.8 萬 | 0.01% | −9−0.8% | 減碼 |
| Blueprint Investment Partners LLC | 1,120 | $23.8 萬 | 0.04% | +1,120 | 新進 |
| Riverview Trust Co | 1,122 | $23.8 萬 | 0.22% | +6+0.5% | 加碼 |
| Wesbanco Bank Inc | 1,126 | $23.9 萬 | 0.01% | +21+1.9% | 加碼 |
| Advyzon Investment Management, LLC | 1,128 | $24.0 萬 | 0.09% | +1,128 | 新進 |
| Portfolio Design Labs, LLC | 1,129 | $24.0 萬 | 0.05% | +174+18.2% | 加碼 |
| Schulz Wealth, LTD. | 1,135 | $24.1 萬 | 0.19% | 00.0% | 不變 |
| Richard P Slaughter Associates Inc | 1,141 | $24.2 萬 | 0.05% | +128+12.6% | 加碼 |
| Sivia Capital Partners, LLC | 1,143 | $24.3 萬 | 0.12% | +4+0.4% | 加碼 |
| Soltis Investment Advisors LLC | 1,152 | $24.5 萬 | 0.02% | +10+0.9% | 加碼 |
| Moss Adams Wealth Advisors LLC | 1,153 | $24.5 萬 | 0.03% | +106+10.1% | 加碼 |
| Heritage Oak Wealth Advisors LLC | 1,169 | $24.8 萬 | 0.12% | +1,169 | 新進 |
| Beacon Investment Advisory Services, Inc. | 1,176 | $25.0 萬 | 0.01% | +1,176 | 新進 |
| Quarry LP | 1,180 | $25.1 萬 | 0.05% | +682+136.9% | 加碼 |
| Sunflower Bank, N.A. | 1,181 | $25.1 萬 | 0.07% | +46+4.1% | 加碼 |
| Park Place Capital Corp | 1,182 | $25.1 萬 | 0.07% | −35−2.9% | 減碼 |
| Northside Capital Management, LLC | 1,185 | $25.2 萬 | 0.07% | 00.0% | 不變 |
| Intellus Advisors LLC | 1,191 | $25.3 萬 | 0.04% | +1,191 | 新進 |
| Insigneo Advisory Services, LLC | 1,196 | $25.4 萬 | 0.03% | −288−19.4% | 減碼 |
| StoneX Group Inc. | 1,196 | $25.4 萬 | 0.01% | +1,196 | 新進 |
| Court Place Advisors, LLC | 1,200 | $25.5 萬 | 0.08% | −150−11.1% | 減碼 |
| Perpetual Ltd | 1,200 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 1,200 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Granite FO LLC | 1,200 | $25.5 萬 | 0.15% | 00.0% | 不變 |
| Sapient Capital LLC | 1,203 | $25.6 萬 | 0.00% | −56−4.4% | 減碼 |
| Whalerock Point Partners, LLC | 1,206 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| First Nebraska Trust Co | 1,206 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,209 | $25.7 萬 | 0.01% | +25+2.1% | 加碼 |
| Parthenon LLC | 1,213 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 1,233 | $25.8 萬 | 0.11% | +1,233 | 新進 |
| Braun-Bostich & Associates Inc. | 1,214 | $25.8 萬 | 0.19% | −174−12.5% | 減碼 |
| Duncan Williams Asset Management, LLC | 1,215 | $25.8 萬 | 0.10% | +1,215 | 新進 |
| E Fund Management Co., Ltd. | 1,216 | $25.8 萬 | 0.01% | +1,216 | 新進 |
| Genesis Private Wealth, LLC | 1,218 | $25.9 萬 | 0.14% | +1,218 | 新進 |
| HTLF Bank | 1,219 | $25.9 萬 | 0.03% | −80−6.2% | 減碼 |
| Grove Bank & Trust | 1,229 | $26.1 萬 | 0.04% | +112+10.0% | 加碼 |
| Ballast, Inc. | 1,230 | $26.1 萬 | 0.07% | −1−0.1% | 減碼 |
| SageView Advisory Group, LLC | 1,230 | $26.1 萬 | 0.01% | −46−3.6% | 減碼 |
| Wealth Management Associates, Inc. | 1,244 | $26.4 萬 | 0.11% | +145+13.2% | 加碼 |
| Nwam LLC | 1,248 | $26.5 萬 | 0.02% | −37−2.9% | 減碼 |
| Smart Money Group LLC | 1,252 | $26.6 萬 | 0.09% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 1,253 | $26.6 萬 | 0.09% | +4+0.3% | 加碼 |
| Twin Focus Capital Partners, LLC | 1,253 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 1,259 | $26.7 萬 | 0.02% | +8+0.6% | 加碼 |
| Ibex Wealth Advisors | 1,259 | $26.7 萬 | 0.03% | +1,259 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 1,260 | $26.8 萬 | 0.01% | +50+4.1% | 加碼 |
| New England Professional Planning Group Inc. | 1,261 | $26.8 萬 | 0.13% | +50+4.1% | 加碼 |
| Trust Co of Vermont | 1,262 | $26.8 萬 | 0.01% | +825+188.8% | 加碼 |
| Busey Wealth Management | 1,266 | $26.9 萬 | 0.01% | −76−5.7% | 減碼 |
| German American Bancorp, Inc. | 1,273 | $27.0 萬 | 0.03% | −73−5.4% | 減碼 |
| Victrix Investment Advisors | 1,273 | $27.0 萬 | 0.19% | +1,273 | 新進 |
| Medallion Wealth Advisors, LLC | 1,275 | $27.1 萬 | 0.13% | +1,275 | 新進 |
| Cornerstone Wealth Group, LLC | 1,275 | $27.1 萬 | 0.02% | +25+2.0% | 加碼 |
| Groupama Asset Managment | 1,279 | $27.1 萬 | 0.01% | −7,056−84.7% | 減碼 |
| Nichols & Pratt Advisers LLP | 1,277 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,278 | $27.1 萬 | 0.04% | +92+7.8% | 加碼 |
| Ignite Planners, LLC | 1,287 | $27.2 萬 | 0.06% | +6+0.5% | 加碼 |
| Destination Wealth Management | 1,282 | $27.2 萬 | 0.01% | +123+10.6% | 加碼 |
| Rossmore Private Capital | 1,286 | $27.3 萬 | 0.03% | +120+10.3% | 加碼 |
| Five Oceans Advisors | 1,289 | $27.4 萬 | 0.13% | −65−4.8% | 減碼 |
| Vestor Capital, LLC | 1,292 | $27.4 萬 | 0.02% | +10+0.8% | 加碼 |
| Resources Management Corp | 1,300 | $27.6 萬 | 0.04% | −25−1.9% | 減碼 |
| Onefund, LLC | 1,302 | $27.7 萬 | 0.27% | +10+0.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 1,305 | $27.7 萬 | 0.01% | +1,305 | 新進 |
| Dempze Nancy E | 1,310 | $27.8 萬 | 0.16% | −20−1.5% | 減碼 |
| Aveo Capital Partners, LLC | 1,322 | $28.1 萬 | 0.03% | −62−4.5% | 減碼 |
| Geneos Wealth Management Inc. | 1,324 | $28.1 萬 | 0.01% | +47+3.7% | 加碼 |
| Millstone Evans Group, LLC | 1,325 | $28.1 萬 | 0.19% | +1,325 | 新進 |
| Colonial Trust Co | 1,335 | $28.3 萬 | 0.04% | +193+16.9% | 加碼 |
| HCR Wealth Advisors | 1,338 | $28.4 萬 | 0.04% | −129−8.8% | 減碼 |
| Farmers & Merchants Investments Inc | 1,338 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 1,340 | $28.5 萬 | 0.01% | −111−7.6% | 減碼 |
| YHB Investment Advisors, Inc. | 1,340 | $28.5 萬 | 0.02% | −49−3.5% | 減碼 |
| Legacy Advisory Services, LLC | 1,346 | $28.6 萬 | 0.24% | +5+0.4% | 加碼 |
| RFG Advisory, LLC | 1,349 | $28.7 萬 | 0.01% | −71−5.0% | 減碼 |
| Rice Hall James & Associates, LLC | 1,350 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,352 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Marcum Wealth, LLC | 1,360 | $28.9 萬 | 0.03% | −2−0.1% | 減碼 |
| Stiles Financial Services Inc | 1,367 | $29.0 萬 | 0.11% | +82+6.4% | 加碼 |
| Continuum Advisory, LLC | 1,368 | $29.1 萬 | 0.04% | +97+7.6% | 加碼 |