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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1,371 | $29.1 萬 | 0.01% | −773−36.1% | 減碼 |
| Klingenstein Fields & Co LP | 1,370 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Mairs & Power Inc | 1,374 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 1,377 | $29.2 萬 | 0.03% | −314−18.6% | 減碼 |
| Tyler-Stone Wealth Management | 1,380 | $29.3 萬 | 0.05% | +231+20.1% | 加碼 |
| Rothschild Capital Partners, LLC | 1,380 | $29.3 萬 | 0.07% | +1,380 | 新進 |
| Verdence Capital Advisors LLC | 1,381 | $29.3 萬 | 0.02% | +136+10.9% | 加碼 |
| Cromwell Holdings LLC | 1,390 | $29.5 萬 | 0.17% | 00.0% | 不變 |
| Pointe Capital Management LLC | 1,392 | $29.6 萬 | 0.17% | +22+1.6% | 加碼 |
| Sterling Group Wealth Management, LLC | 1,399 | $29.7 萬 | 0.15% | −176−11.2% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 1,399 | $29.7 萬 | 0.14% | −131−8.6% | 減碼 |
| Capital Wealth Planning, LLC | 1,400 | $29.7 萬 | 0.00% | −196−12.3% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $29.8 萬 | 0.02% | 00.0% | 不變 |
| Everett Harris & Co | 1,412 | $30.0 萬 | 0.00% | +58+4.3% | 加碼 |
| Essex Savings Bank | 1,417 | $30.1 萬 | 0.07% | −20−1.4% | 減碼 |
| Ameritas Advisory Services, LLC | 1,417 | $30.1 萬 | 0.01% | +1,417 | 新進 |
| Main Line Retirement Advisors, LLC | 1,418 | $30.1 萬 | 0.20% | +1+0.1% | 加碼 |
| Wellington Wealth Strategies, LLC. | 1,304 | $30.1 萬 | 0.28% | +1,304 | 新進 |
| Claro Advisors LLC | 1,422 | $30.2 萬 | 0.04% | +112+8.5% | 加碼 |
| Joel Isaacson & Co., LLC | 1,424 | $30.2 萬 | 0.01% | −35−2.4% | 減碼 |
| Diligent Investors, LLC | 1,425 | $30.3 萬 | 0.07% | 00.0% | 不變 |
| Synergy Investment Management, LLC | 1,427 | $30.3 萬 | 0.13% | +1,427 | 新進 |
| Simplicity Wealth,LLC | 1,426 | $30.3 萬 | 0.06% | +239+20.1% | 加碼 |
| XTX Topco Ltd | 1,429 | $30.4 萬 | 0.03% | +1,429 | 新進 |
| Angeles Wealth Management, LLC | 1,430 | $30.4 萬 | 0.03% | −156−9.8% | 減碼 |
| Mission Creek Capital Partners, Inc. | 1,433 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| PFS Partners, LLC | 1,434 | $30.5 萬 | 0.17% | 00.0% | 不變 |
| Bank of New Hampshire | 1,435 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| Bolthouse Investments, LLC | 1,436 | $30.5 萬 | 0.28% | +1,436 | 新進 |
| Umpqua Bank | 1,430 | $30.5 萬 | 0.11% | +20+1.4% | 加碼 |
| Rehmann Capital Advisory Group | 1,437 | $30.5 萬 | 0.02% | +38+2.7% | 加碼 |
| WealthBridge Capital Management, LLC | 1,442 | $30.6 萬 | 0.09% | +329+29.6% | 加碼 |
| Prestige Wealth Management Group LLC | 1,442 | $30.6 萬 | 0.06% | +73+5.3% | 加碼 |
| Rockland Trust Co | 1,443 | $30.7 萬 | 0.02% | −80−5.3% | 減碼 |
| Fayez Sarofim & Co | 1,450 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 1,458 | $31.0 萬 | 0.03% | +223+18.1% | 加碼 |
| Drive Wealth Management, LLC | 1,461 | $31.0 萬 | 0.08% | +20+1.4% | 加碼 |
| Lindbrook Capital, LLC | 1,470 | $31.2 萬 | 0.03% | +2+0.1% | 加碼 |
| Breakwater Capital Group | 1,479 | $31.4 萬 | 0.06% | −4−0.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,495 | $31.7 萬 | 0.01% | +415+38.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,497 | $31.8 萬 | 0.16% | +5+0.3% | 加碼 |
| Yoffe Investment Management, LLC | 1,500 | $31.9 萬 | 0.47% | +1,500 | 新進 |
| Fundamentun, LLC | 1,500 | $31.9 萬 | 0.02% | −99−6.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,502 | $31.9 萬 | 0.02% | −100−6.2% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,505 | $32.0 萬 | 0.12% | +756+100.9% | 加碼 |
| Johnson & White Wealth Management, LLC | 1,515 | $32.0 萬 | 0.19% | +1,515 | 新進 |
| ExodusPoint Capital Management, LP | 1,511 | $32.1 萬 | 0.00% | −15,752−91.2% | 減碼 |
| Fortress Wealth Group, LLC | 1,464 | $32.1 萬 | 0.15% | +359+32.5% | 加碼 |
| Northeast Financial Consultants Inc | 1,514 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 1,518 | $32.2 萬 | 0.02% | −11,238−88.1% | 減碼 |
| Summit Global Investments | 1,522 | $32.3 萬 | 0.02% | −13−0.8% | 減碼 |
| FSM Wealth Advisors, LLC | 1,498 | $32.4 萬 | 0.08% | +115+8.3% | 加碼 |
| SlateStone Wealth, LLC | 1,531 | $32.5 萬 | 0.03% | −44−2.8% | 減碼 |
| Veracity Capital LLC | 1,533 | $32.6 萬 | 0.12% | −14−0.9% | 減碼 |
| Detalus Advisors, LLC | 1,541 | $32.7 萬 | 0.11% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 1,543 | $32.8 萬 | 0.14% | +415+36.8% | 加碼 |
| TigerOak Management, L.L.C. | 1,553 | $33.0 萬 | 0.12% | +1,553 | 新進 |
| Tyche Wealth Partners LLC | 1,554 | $33.0 萬 | 0.07% | +198+14.6% | 加碼 |
| Pure Financial Advisors, Inc. | 1,560 | $33.1 萬 | 0.01% | −1,066−40.6% | 減碼 |
| Savvy Advisors, Inc. | 1,567 | $33.3 萬 | 0.04% | −1,395−47.1% | 減碼 |
| Bailard, Inc. | 1,570 | $33.3 萬 | 0.01% | +33+2.1% | 加碼 |
| Central Trust Co | 1,577 | $33.5 萬 | 0.01% | −18−1.1% | 減碼 |
| Alta Advisers Ltd | 1,578 | $33.5 萬 | 0.21% | +115+7.9% | 加碼 |
| FourThought Financial Partners, LLC | 1,579 | $33.6 萬 | 0.03% | +1,579 | 新進 |
| Capital Management Corp | 1,580 | $33.6 萬 | 0.06% | 00.0% | 不變 |
| Trust Co of Virginia | 1,585 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,588 | $33.7 萬 | 0.03% | −262−14.2% | 減碼 |
| Acorn Creek Capital LLC | 1,590 | $33.8 萬 | 0.17% | +2+0.1% | 加碼 |
| Carret Asset Management, LLC | 1,590 | $33.8 萬 | 0.04% | 00.0% | 不變 |
| Alteri Wealth LLC | 1,595 | $33.9 萬 | 0.09% | +1,595 | 新進 |
| PUREfi Wealth, LLC | 1,598 | $33.9 萬 | 0.33% | +1,598 | 新進 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $34.1 萬 | 0.14% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $34.2 萬 | 0.18% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,611 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| Davis R M Inc | 1,618 | $34.4 萬 | 0.01% | −44−2.6% | 減碼 |
| Members Wealth LLC | 1,504 | $34.4 萬 | 0.26% | +1,504 | 新進 |
| New Age Alpha Advisors, LLC | 1,622 | $34.5 萬 | 0.01% | +1,529+1,644.1% | 加碼 |
| Quantitative Investment Management, LLC | 1,625 | $34.5 萬 | 0.03% | −2,731−62.7% | 減碼 |
| Pallas Capital Advisors LLC | 1,626 | $34.5 萬 | 0.01% | +393+31.9% | 加碼 |
| Dechtman Wealth Management, LLC | 1,632 | $34.7 萬 | 0.07% | +1+0.1% | 加碼 |
| Meridian Wealth Advisors, LLC | 1,644 | $34.9 萬 | 0.06% | +3+0.2% | 加碼 |
| First Affirmative Financial Network | 1,650 | $35.0 萬 | 0.20% | −163−9.0% | 減碼 |
| Evoke Wealth, LLC | 1,652 | $35.1 萬 | 0.01% | +42+2.6% | 加碼 |
| Koshinski Asset Management, Inc. | 1,657 | $35.2 萬 | 0.03% | −24−1.4% | 減碼 |
| Kinloch Capital, LLC | 1,672 | $35.5 萬 | 0.18% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 1,676 | $35.6 萬 | 0.03% | +1,676 | 新進 |
| Lockerman Financial Group, Inc. | 1,684 | $35.8 萬 | 0.61% | +43+2.6% | 加碼 |
| Investment Partners, Ltd. | 1,684 | $35.8 萬 | 0.15% | +59+3.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,685 | $35.8 萬 | 0.02% | +397+30.8% | 加碼 |
| Moors & Cabot, Inc. | 1,690 | $35.9 萬 | 0.02% | +29+1.7% | 加碼 |
| Asset Allocation & Management Company, LLC | 1,700 | $36.1 萬 | 0.20% | +1,700 | 新進 |
| Jarislowsky, Fraser Ltd | 1,700 | $36.1 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 1,707 | $36.3 萬 | 0.05% | +343+25.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 1,708 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Talon Private Wealth, LLC | 1,708 | $36.3 萬 | 0.08% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,709 | $36.3 萬 | 0.07% | +2+0.1% | 加碼 |
| Colonial River Wealth Management, LLC | 1,717 | $36.5 萬 | 0.18% | +270+18.7% | 加碼 |
| Catalyst Financial Partners LLC | 1,722 | $36.6 萬 | 0.07% | +24+1.4% | 加碼 |
| Clarkston Capital Partners, LLC | 1,725 | $36.6 萬 | 0.01% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 1,735 | $36.9 萬 | 0.13% | +330+23.5% | 加碼 |