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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 2,326 | $49.4 萬 | 0.02% | +66+2.9% | 加碼 |
| Scientech Research LLC | 2,329 | $49.5 萬 | 0.14% | −5,981−72.0% | 減碼 |
| D'Orazio & Associates, Inc. | 2,335 | $49.6 萬 | 0.07% | −14−0.6% | 減碼 |
| Kessler Investment Group, LLC | 2,337 | $49.6 萬 | 0.24% | −159−6.4% | 減碼 |
| Chesapeake Asset Management LLC | 2,345 | $49.8 萬 | 0.46% | −2−0.1% | 減碼 |
| Aprio Wealth Management, LLC | 2,346 | $49.8 萬 | 0.07% | +456+24.1% | 加碼 |
| Baker Ellis Asset Management LLC | 2,348 | $49.9 萬 | 0.07% | +400+20.5% | 加碼 |
| Powell Investment Advisors, LLC | 2,359 | $50.1 萬 | 0.23% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 2,360 | $50.1 萬 | 0.08% | 00.0% | 不變 |
| Geller Advisors LLC | 2,363 | $50.2 萬 | 0.03% | −84−3.4% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 2,368 | $50.3 萬 | 0.38% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 2,392 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,405 | $51.1 萬 | 0.02% | −241−9.1% | 減碼 |
| Eads & Heald Wealth Management | 2,425 | $51.5 萬 | 0.25% | −100−4.0% | 減碼 |
| Walter & Keenan Financial Consulting Co | 2,425 | $51.5 萬 | 0.16% | +3+0.1% | 加碼 |
| Glenview Trust Co | 2,430 | $51.6 萬 | 0.01% | +9+0.4% | 加碼 |
| Aberdeen Wealth Management LLC | 2,436 | $51.7 萬 | 0.35% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 2,440 | $51.8 萬 | 0.32% | −160−6.2% | 減碼 |
| ASB Consultores, LLC | 2,455 | $52.1 萬 | 0.22% | +103+4.4% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 2,457 | $52.2 萬 | 0.25% | +2,457 | 新進 |
| ARS Investment Partners, LLC | 2,478 | $52.6 萬 | 0.05% | 00.0% | 不變 |
| Nations Financial Group Inc, | 2,489 | $52.9 萬 | 0.04% | +137+5.8% | 加碼 |
| Broderick Brian C | 2,500 | $53.1 萬 | 0.10% | 00.0% | 不變 |
| Ofi Invest Asset Management | 2,591 | $53.1 萬 | 0.01% | +2,591 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,522 | $53.6 萬 | 0.03% | +120+5.0% | 加碼 |
| Mattern Capital Management, LLC | 2,533 | $53.8 萬 | 0.07% | +324+14.7% | 加碼 |
| Equitable Holdings, Inc. | 2,549 | $54.1 萬 | 0.01% | +477+23.0% | 加碼 |
| Prospera Financial Services Inc | 2,563 | $54.5 萬 | 0.01% | +38+1.5% | 加碼 |
| Legacy Capital Group California, Inc. | 2,566 | $54.5 萬 | 0.17% | −4−0.2% | 減碼 |
| TFB Advisors LLC | 2,576 | $54.7 萬 | 0.16% | +51+2.0% | 加碼 |
| C2C Wealth Management, LLC | 2,580 | $54.8 萬 | 0.51% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 2,580 | $54.8 萬 | 0.10% | +550+27.1% | 加碼 |
| Dogwood Wealth Management LLC | 2,589 | $55.0 萬 | 0.29% | +320+14.1% | 加碼 |
| Gsa Capital Partners LLP | 2,613 | $55.5 萬 | 0.04% | +2,613 | 新進 |
| Boston Research & Management Inc | 2,620 | $55.7 萬 | 0.13% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 2,640 | $56.1 萬 | 0.06% | 00.0% | 不變 |
| Capital Advisors Inc | 2,655 | $56.4 萬 | 0.01% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 2,659 | $56.5 萬 | 0.09% | −10.0% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,453 | $56.7 萬 | 0.05% | +420+20.7% | 加碼 |
| Delta Financial Group, Inc. | 2,708 | $57.5 萬 | 0.13% | +2,708 | 新進 |
| Avalon Trust Co | 2,714 | $57.6 萬 | 0.04% | +2,636+3,379.5% | 加碼 |
| Coign Capital Advisors LLC | 2,735 | $58.1 萬 | 0.53% | +2,735 | 新進 |
| Warther Private Wealth, LLC | 2,740 | $58.2 萬 | 0.20% | −60−2.1% | 減碼 |
| ICONIQ Capital, LLC | 2,745 | $58.3 萬 | 0.01% | +1,271+86.2% | 加碼 |
| 44 Wealth Management LLC | 2,748 | $58.4 萬 | 0.22% | −228−7.7% | 減碼 |
| New Vernon Investment Management LLC | 7,313 | $58.4 萬 | 0.99% | +7,313 | 新進 |
| Florida Financial Advisors, LLC | 2,769 | $58.8 萬 | 0.26% | +316+12.9% | 加碼 |
| SWMG, LLC | 2,710 | $58.9 萬 | 0.23% | −9−0.3% | 減碼 |
| Ambassador Advisors, LLC | 2,780 | $59.0 萬 | 0.10% | +508+22.4% | 加碼 |
| Group One Trading, L.P. | 2,787 | $59.2 萬 | 0.02% | +2,787 | 新進 |
| My Legacy Advisors, LLC | 2,787 | $59.2 萬 | 0.23% | +332+13.5% | 加碼 |
| Avestar Capital, LLC | 2,799 | $59.5 萬 | 0.05% | +188+7.2% | 加碼 |
| Montag A & Associates Inc | 2,800 | $59.5 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 2,805 | $59.6 萬 | 0.04% | +2,805 | 新進 |
| Meritas Wealth Management, LLC | 2,805 | $59.6 萬 | 0.36% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 2,808 | $59.6 萬 | 0.04% | +87+3.2% | 加碼 |
| Spirepoint Private Client, LLC | 2,808 | $59.6 萬 | 0.07% | −5−0.2% | 減碼 |
| Requisite Capital Management, LLC | 2,809 | $59.7 萬 | 0.12% | 00.0% | 不變 |
| James Hambro & Partners | 2,811 | $59.7 萬 | 0.02% | +225+8.7% | 加碼 |
| Sterling Wealth Management, Inc. | 2,813 | $59.8 萬 | 0.22% | 00.0% | 不變 |
| Archvest Wealth Advisors, Inc. | 2,840 | $60.3 萬 | 0.44% | −57−2.0% | 減碼 |
| Kearns & Associates LLC | 2,860 | $60.7 萬 | 0.39% | 00.0% | 不變 |
| Strid Group, LLC | 2,873 | $61.0 萬 | 0.10% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 2,874 | $61.1 萬 | 0.03% | +122+4.4% | 加碼 |
| McRae Capital Management Inc | 2,899 | $61.6 萬 | 0.12% | 00.0% | 不變 |
| Financial Counselors Inc | 2,914 | $61.9 萬 | 0.01% | +20+0.7% | 加碼 |
| PDS Planning, Inc | 2,987 | $63.5 萬 | 0.06% | +399+15.4% | 加碼 |
| Trust Point Inc. | 3,005 | $63.8 萬 | 0.04% | +95+3.3% | 加碼 |
| AE Wealth Management LLC | 3,007 | $63.9 萬 | 0.01% | −180−5.6% | 減碼 |
| Ellevest, Inc. | 3,027 | $64.3 萬 | 0.04% | −282−8.5% | 減碼 |
| North Star Asset Management Inc | 3,030 | $64.4 萬 | 0.03% | 00.0% | 不變 |
| SOL Capital Management CO | 3,030 | $64.4 萬 | 0.07% | 00.0% | 不變 |
| Vicus Capital | 3,040 | $64.6 萬 | 0.06% | +1,529+101.2% | 加碼 |
| Capital Investment Advisors, LLC | 3,045 | $64.7 萬 | 0.01% | −79−2.5% | 減碼 |
| Aaron Wealth Advisors | 3,049 | $64.8 萬 | 0.08% | +124+4.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,057 | $64.9 萬 | 0.01% | +26+0.9% | 加碼 |
| Lakeview Capital Partners, LLC | 3,064 | $65.1 萬 | 0.14% | +869+39.6% | 加碼 |
| Foundations Investment Advisors, LLC | 3,064 | $65.1 萬 | 0.01% | −92−2.9% | 減碼 |
| Delta Investment Management, LLC | 3,079 | $65.4 萬 | 0.13% | +109+3.7% | 加碼 |
| Net Worth Advisory Group | 3,097 | $65.8 萬 | 0.20% | +5+0.2% | 加碼 |
| Waldron Private Wealth LLC | 3,098 | $65.8 萬 | 0.03% | −91−2.9% | 減碼 |
| Howard Capital Management Inc. | 3,100 | $65.8 萬 | 0.01% | +148+5.0% | 加碼 |
| Green Harvest Asset Management LLC | 3,100 | $65.9 萬 | 0.01% | +883+39.8% | 加碼 |
| Thrive Wealth Management, LLC | 3,117 | $66.2 萬 | 0.12% | −17−0.5% | 減碼 |
| Gateway Investment Advisers LLC | 3,121 | $66.3 萬 | 0.01% | −220−6.6% | 減碼 |
| Mutual Advisors, LLC | 3,092 | $66.9 萬 | 0.02% | +211+7.3% | 加碼 |
| Defined Wealth Management, LLC | 3,151 | $66.9 萬 | 0.44% | +5+0.2% | 加碼 |
| OmniStar Financial Group, Inc. | 3,151 | $67.0 萬 | 0.54% | −39−1.2% | 減碼 |
| Bill Few Associates, Inc. | 3,156 | $67.0 萬 | 0.24% | −17−0.5% | 減碼 |
| R Squared Ltd | 3,190 | $67.8 萬 | 0.66% | +3,190 | 新進 |
| Duncker Streett & Co Inc | 3,200 | $68.0 萬 | 0.13% | 00.0% | 不變 |
| Sava Infond d.o.o. | 3,200 | $68.0 萬 | 0.12% | +3,200 | 新進 |
| Waller Financial Planning Group, Inc | 3,202 | $68.0 萬 | 0.17% | +11+0.3% | 加碼 |
| Chilton Investment Co LLC | 3,219 | $68.4 萬 | 0.02% | +152+5.0% | 加碼 |
| CWA Asset Management Group, LLC | 3,225 | $68.5 萬 | 0.03% | −3−0.1% | 減碼 |
| Parvin Asset Management, LLC | 3,230 | $68.6 萬 | 0.74% | +3,230 | 新進 |
| Clarius Group, LLC | 3,233 | $68.7 萬 | 0.05% | −413−11.3% | 減碼 |
| David Loasby | 3,293 | $68.9 萬 | 0.06% | +364+12.4% | 加碼 |
| Proficio Capital Partners LLC | 3,244 | $68.9 萬 | 0.06% | +928+40.1% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $68.9 萬 | 0.08% | 00.0% | 不變 |