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 |
|---|---|---|---|---|---|
| Northwest Bank & Trust Co | 4,063 | $94.8 萬 | 0.70% | +40+1.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 19,434 | $94.0 萬 | 0.16% | +4,874+33.5% | 加碼 |
| Westpac Banking Corp | 4,377 | $93.0 萬 | 0.06% | +373+9.3% | 加碼 |
| Journey Strategic Wealth LLC | 4,372 | $92.9 萬 | 0.03% | +16+0.4% | 加碼 |
| Kondo Wealth Advisors, Inc. | 4,345 | $92.3 萬 | 0.47% | +4,345 | 新進 |
| Advance Capital Management, Inc. | 4,287 | $91.1 萬 | 0.04% | −7−0.2% | 減碼 |
| Jones Financial Companies LLLP | 4,280 | $90.9 萬 | 0.00% | +2,407+128.5% | 加碼 |
| Essex Investment Management Co LLC | 4,267 | $90.6 萬 | 0.16% | 00.0% | 不變 |
| Western Wealth Management, LLC | 4,265 | $90.6 萬 | 0.05% | +221+5.5% | 加碼 |
| Nilsine Partners, LLC | 4,253 | $90.3 萬 | 0.10% | +15+0.4% | 加碼 |
| Farther Finance Advisors, LLC | 4,136 | $87.8 萬 | 0.03% | −10−0.2% | 減碼 |
| GM Advisory Group, Inc. | 4,070 | $86.4 萬 | 0.05% | −126−3.0% | 減碼 |
| Atlantic Union Bankshares Corp | 4,028 | $85.6 萬 | 0.05% | 00.0% | 不變 |
| Wingate Wealth Advisors, Inc. | 4,022 | $85.4 萬 | 0.84% | +4,022 | 新進 |
| Skopos Labs, Inc. | 4,015 | $85.3 萬 | 0.25% | +132+3.4% | 加碼 |
| Allworth Financial LP | 3,897 | $84.7 萬 | 0.00% | −115−2.9% | 減碼 |
| Allred Capital Management, LLC | 3,984 | $84.6 萬 | 0.33% | −210−5.0% | 減碼 |
| SFMG, LLC | 3,969 | $84.3 萬 | 0.07% | +4+0.1% | 加碼 |
| Schechter Investment Advisors, LLC | 3,965 | $84.2 萬 | 0.06% | −548−12.1% | 減碼 |
| National Asset Management, Inc. | 3,958 | $84.1 萬 | 0.03% | −471−10.6% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 3,956 | $84.0 萬 | 0.03% | +767+24.1% | 加碼 |
| Strategic Blueprint, LLC | 3,927 | $83.4 萬 | 0.05% | +10+0.3% | 加碼 |
| McAdam, LLC | 3,901 | $82.9 萬 | 0.05% | +127+3.4% | 加碼 |
| Paradigm Financial Partners, LLC | 3,868 | $82.2 萬 | 0.10% | −81−2.1% | 減碼 |
| Woodline Partners LP | 3,864 | $82.1 萬 | 0.01% | +3,864 | 新進 |
| TrinityPoint Wealth, LLC | 3,854 | $81.9 萬 | 0.12% | −12−0.3% | 減碼 |
| AMG National Trust Bank | 3,850 | $81.8 萬 | 0.02% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3,802 | $80.8 萬 | 0.02% | +1,070+39.2% | 加碼 |
| Fulton Bank, N.A. | 3,792 | $80.5 萬 | 0.03% | −78−2.0% | 減碼 |
| Quotient Wealth Partners, LLC | 3,758 | $79.8 萬 | 0.03% | −222−5.6% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 3,749 | $79.6 萬 | 0.15% | 00.0% | 不變 |
| VeraBank, N.A. | 3,745 | $79.5 萬 | 0.22% | −30−0.8% | 減碼 |
| White Pine Investment CO | 3,741 | $79.5 萬 | 0.21% | −65−1.7% | 減碼 |
| Napatree Capital LLC | 3,738 | $79.4 萬 | 0.47% | +135+3.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 3,726 | $79.1 萬 | 0.01% | 00.0% | 不變 |
| Stephens Inc | 3,724 | $79.1 萬 | 0.01% | −143−3.7% | 減碼 |
| Shira Ridge Wealth Management | 3,721 | $79.0 萬 | 0.39% | +22+0.6% | 加碼 |
| Missouri Trust & Investment Co | 3,717 | $79.0 萬 | 0.28% | −148−3.8% | 減碼 |
| Hutchinson Capital Management | 3,670 | $78.0 萬 | 0.15% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 3,661 | $77.8 萬 | 0.15% | −232−6.0% | 減碼 |
| Ashton Thomas Securities, LLC | 3,628 | $77.1 萬 | 0.21% | +3,065+544.4% | 加碼 |
| Caldwell Trust Co | 3,616 | $76.8 萬 | 0.08% | −50−1.4% | 減碼 |
| Oxford Asset Management LLP | 3,615 | $76.8 萬 | 0.34% | +1,957+118.0% | 加碼 |
| Vista Investment Partners LLC | 3,600 | $76.5 萬 | 0.24% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 3,590 | $76.3 萬 | 0.06% | −4−0.1% | 減碼 |
| Dakota Wealth Management | 3,590 | $76.3 萬 | 0.02% | −193−5.1% | 減碼 |
| EP Wealth Advisors, LLC | 3,581 | $76.1 萬 | 0.01% | +343+10.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 3,571 | $75.8 萬 | 0.07% | +2+0.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,386 | $75.8 萬 | 0.01% | −380−10.1% | 減碼 |
| Founders Financial Securities LLC | 3,557 | $75.6 萬 | 0.07% | +176+5.2% | 加碼 |
| Graypoint LLC | 3,540 | $75.2 萬 | 0.05% | −177−4.8% | 減碼 |
| Penserra Capital Management LLC | 3,543 | $75.1 萬 | 0.01% | +1,194+50.8% | 加碼 |
| Integrity Alliance, LLC. | 3,510 | $74.6 萬 | 0.08% | +3,510 | 新進 |
| Mma Asset Management LLC | 3,504 | $74.4 萬 | 0.33% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 3,500 | $74.3 萬 | 0.14% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $74.3 萬 | 0.24% | 00.0% | 不變 |
| Board of the Pension Protection Fund | 3,500 | $74.3 萬 | 0.86% | +3,500 | 新進 |
| Level Four Advisory Services, LLC | 3,497 | $74.3 萬 | 0.03% | +109+3.2% | 加碼 |
| Genesee Capital Advisors, LLC | 3,494 | $74.2 萬 | 0.35% | −77−2.2% | 減碼 |
| Buckley Wealth Management, LLC | 3,488 | $74.1 萬 | 0.23% | +87+2.6% | 加碼 |
| Empower Advisory Group, LLC | 3,487 | $74.1 萬 | 0.00% | +152+4.6% | 加碼 |
| SG Americas Securities, LLC | 3,481 | $73.9 萬 | 0.00% | −352,192−99.0% | 減碼 |
| Boothbay Fund Management, LLC | 3,473 | $73.8 萬 | 0.02% | +1,852+114.3% | 加碼 |
| Sage Mountain Advisors LLC | 3,461 | $73.5 萬 | 0.05% | −209−5.7% | 減碼 |
| Diversify Advisory Services, LLC | 3,504 | $73.3 萬 | 0.04% | −659−15.8% | 減碼 |
| Rossby Financial, LCC | 3,409 | $72.4 萬 | 0.46% | +3,409 | 新進 |
| SRN Advisors, LLC | 3,397 | $72.2 萬 | 0.64% | −647−16.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,390 | $72.0 萬 | 0.01% | −335−9.0% | 減碼 |
| Wealthspire Advisors, LLC | 3,385 | $71.9 萬 | 0.01% | +222+7.0% | 加碼 |
| LGT Group Foundation | 3,366 | $71.5 萬 | 0.01% | +1,686+100.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,361 | $71.4 萬 | 0.47% | −28,630−89.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $70.8 萬 | 0.04% | −100−2.9% | 減碼 |
| Polymer Capital Management (US) LLC | 3,320 | $70.5 萬 | 0.23% | +3,320 | 新進 |
| Cito Capital Group, LLC | 3,300 | $70.1 萬 | 0.26% | +300+10.0% | 加碼 |
| Atomi Financial Group, Inc. | 3,291 | $69.9 萬 | 0.04% | +11+0.3% | 加碼 |
| Rodgers Brothers Inc. | 3,250 | $69.0 萬 | 0.09% | 00.0% | 不變 |
| Forum Financial Management, LP | 3,246 | $68.9 萬 | 0.01% | +570+21.3% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,244 | $68.9 萬 | 0.07% | −619−16.0% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $68.9 萬 | 0.08% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 3,244 | $68.9 萬 | 0.06% | +928+40.1% | 加碼 |
| David Loasby | 3,293 | $68.9 萬 | 0.06% | +364+12.4% | 加碼 |
| Clarius Group, LLC | 3,233 | $68.7 萬 | 0.05% | −413−11.3% | 減碼 |
| Parvin Asset Management, LLC | 3,230 | $68.6 萬 | 0.74% | +3,230 | 新進 |
| CWA Asset Management Group, LLC | 3,225 | $68.5 萬 | 0.03% | −3−0.1% | 減碼 |
| Chilton Investment Co LLC | 3,219 | $68.4 萬 | 0.02% | +152+5.0% | 加碼 |
| Waller Financial Planning Group, Inc | 3,202 | $68.0 萬 | 0.17% | +11+0.3% | 加碼 |
| 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 |
| R Squared Ltd | 3,190 | $67.8 萬 | 0.66% | +3,190 | 新進 |
| Bill Few Associates, Inc. | 3,156 | $67.0 萬 | 0.24% | −17−0.5% | 減碼 |
| OmniStar Financial Group, Inc. | 3,151 | $67.0 萬 | 0.54% | −39−1.2% | 減碼 |
| Defined Wealth Management, LLC | 3,151 | $66.9 萬 | 0.44% | +5+0.2% | 加碼 |
| Mutual Advisors, LLC | 3,092 | $66.9 萬 | 0.02% | +211+7.3% | 加碼 |
| Gateway Investment Advisers LLC | 3,121 | $66.3 萬 | 0.01% | −220−6.6% | 減碼 |
| Thrive Wealth Management, LLC | 3,117 | $66.2 萬 | 0.12% | −17−0.5% | 減碼 |
| Green Harvest Asset Management LLC | 3,100 | $65.9 萬 | 0.01% | +883+39.8% | 加碼 |
| Howard Capital Management Inc. | 3,100 | $65.8 萬 | 0.01% | +148+5.0% | 加碼 |
| Waldron Private Wealth LLC | 3,098 | $65.8 萬 | 0.03% | −91−2.9% | 減碼 |
| Net Worth Advisory Group | 3,097 | $65.8 萬 | 0.20% | +5+0.2% | 加碼 |
| Delta Investment Management, LLC | 3,079 | $65.4 萬 | 0.13% | +109+3.7% | 加碼 |