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。
2025 年第 1 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2025/3/31 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
- 1,627
- 較 2024 年第 4 季 +79 家
- 持有股數
- 4.43 億
- 較 2024 年第 4 季 +434.2 萬 (+1.0%)
- 總市值
- $1,080 億
- 較 2024 年第 4 季 +$149.1 億 (+16.0%)
- 新進機構
- 178
- 另有 626 家加碼
- 清倉機構
- 99
- 另有 561 家減碼
另有 30 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 5,720 | $139.6 萬 | 0.02% | −2,896−33.6% | 減碼 |
| Elmwood Wealth Management, Inc. | 5,722 | $139.6 萬 | 0.57% | −394−6.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,735 | $140.0 萬 | 0.08% | +693+13.7% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,749 | $140.3 萬 | 0.24% | +53+0.9% | 加碼 |
| Shell Asset Management Co | 5,771 | $140.8 萬 | 0.07% | +36+0.6% | 加碼 |
| Jones Financial Companies LLLP | 5,822 | $141.2 萬 | 0.00% | +1,542+36.0% | 加碼 |
| Louisbourg Investments Inc. | 8,179 | $141.4 萬 | 0.38% | −32−0.4% | 減碼 |
| Oppenheimer & Co Inc | 5,826 | $142.2 萬 | 0.02% | +323+5.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,828 | $142.2 萬 | 0.03% | −333−5.4% | 減碼 |
| Prosperity Financial Group, Inc. | 5,855 | $142.9 萬 | 0.71% | +98+1.7% | 加碼 |
| Ostrum Asset Management | 5,873 | $143.3 萬 | 0.08% | −155−2.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,905 | $144.1 萬 | 0.08% | −48−0.8% | 減碼 |
| Peapack Gladstone Financial Corp | 5,916 | $144.4 萬 | 0.02% | +14+0.2% | 加碼 |
| Concord Wealth Partners | 6,048 | $147.6 萬 | 0.24% | −107−1.7% | 減碼 |
| Graybill Bartz & Assoc Ltd | 6,053 | $147.7 萬 | 0.51% | +6,053 | 新進 |
| Thompson Siegel & Walmsley LLC | 6,055 | $147.8 萬 | 0.03% | −1,119−15.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 6,085 | $148.5 萬 | 0.04% | +835+15.9% | 加碼 |
| Chesley Taft & Associates LLC | 6,099 | $148.8 萬 | 0.07% | −367−5.7% | 減碼 |
| Venture Visionary Partners LLC | 6,127 | $149.5 萬 | 0.06% | −72−1.2% | 減碼 |
| GAMMA Investing LLC | 6,211 | $151.6 萬 | 0.11% | +1,507+32.0% | 加碼 |
| OmniStar Financial Group, Inc. | 6,228 | $152.2 萬 | 1.20% | +3,077+97.7% | 加碼 |
| Exchange Bank | 6,239 | $152.3 萬 | 1.23% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 6,242 | $152.3 萬 | 0.44% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 6,311 | $154.0 萬 | 0.13% | +941+17.5% | 加碼 |
| Matauro, LLC | 6,322 | $154.3 萬 | 0.31% | +6,322 | 新進 |
| Banco Santander, S.A. | 6,379 | $155.7 萬 | 0.02% | −80,243−92.6% | 減碼 |
| Checchi Capital Advisers, LLC | 6,444 | $157.3 萬 | 0.11% | +94+1.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,449 | $157.4 萬 | 0.14% | 00.0% | 不變 |
| NorthStar Asset Management LLC | 6,502 | $158.7 萬 | 0.99% | +743+12.9% | 加碼 |
| Shelton Capital Management | 6,516 | $159.0 萬 | 0.04% | −82−1.2% | 減碼 |
| Capital Asset Advisory Services LLC | 6,596 | $160.7 萬 | 0.08% | −3,530−34.9% | 減碼 |
| WSFS Capital Management, LLC | 6,665 | $162.7 萬 | 0.10% | −182−2.7% | 減碼 |
| Princeton Global Asset Management LLC | 6,668 | $162.7 萬 | 0.32% | 00.0% | 不變 |
| Smithfield Trust Co | 6,679 | $162.8 萬 | 0.08% | −24−0.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 6,716 | $163.9 萬 | 0.06% | +669+11.1% | 加碼 |
| LMCG Investments, LLC | 6,756 | $164.9 萬 | 0.11% | +304+4.7% | 加碼 |
| Douglas Lane & Associates, LLC | 6,806 | $166.1 萬 | 0.02% | −199−2.8% | 減碼 |
| Profund Advisors LLC | 6,841 | $166.9 萬 | 0.07% | −354−4.9% | 減碼 |
| US Asset Management LLC | 6,847 | $167.1 萬 | 1.60% | +1,284+23.1% | 加碼 |
| Access Financial Services, Inc. | 6,870 | $167.6 萬 | 0.67% | +1,114+19.4% | 加碼 |
| RCS Financial Planning, LLC | 6,904 | $168.5 萬 | 0.89% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 6,912 | $168.7 萬 | 0.02% | −2,096−23.3% | 減碼 |
| Gries Financial LLC | 6,923 | $168.9 萬 | 0.33% | +249+3.7% | 加碼 |
| Smartleaf Asset Management LLC | 6,975 | $169.1 萬 | 0.16% | +481+7.4% | 加碼 |
| Norway Savings Bank | 6,957 | $169.8 萬 | 0.97% | −180−2.5% | 減碼 |
| United Bank | 6,993 | $170.7 萬 | 0.71% | +212+3.1% | 加碼 |
| Mach-1 Financial Group, Inc. | 7,057 | $172.2 萬 | 0.52% | +7,057 | 新進 |
| Boyd Watterson Asset Management LLC | 7,064 | $172.4 萬 | 0.55% | +490+7.5% | 加碼 |
| Simplicity Wealth,LLC | 7,129 | $174.0 萬 | 0.14% | +5,703+399.9% | 加碼 |
| Penserra Capital Management LLC | 7,136 | $174.1 萬 | 0.03% | +3,593+101.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,137 | $174.2 萬 | 0.04% | +1,458+25.7% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,146 | $174.4 萬 | 0.35% | −260−3.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 7,181 | $175.2 萬 | 0.09% | +746+11.6% | 加碼 |
| First National Trust Co | 7,216 | $176.1 萬 | 0.07% | −904−11.1% | 減碼 |
| TCTC Holdings, LLC | 7,247 | $176.8 萬 | 0.06% | +49+0.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 7,254 | $177.0 萬 | 0.14% | +7,254 | 新進 |
| Parallel Advisors, LLC | 7,286 | $177.8 萬 | 0.04% | +286+4.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 7,353 | $179.4 萬 | 0.24% | −10.0% | 減碼 |
| Clearstead Advisors, LLC | 7,357 | $179.5 萬 | 0.03% | −659−8.2% | 減碼 |
| MAI Capital Management | 7,379 | $180.1 萬 | 0.01% | +106+1.5% | 加碼 |
| IFP Advisors, Inc | 7,479 | $182.5 萬 | 0.06% | +47+0.6% | 加碼 |
| Ledyard National Bank | 7,482 | $182.6 萬 | 0.18% | +437+6.2% | 加碼 |
| Wedmont Private Capital | 7,833 | $182.8 萬 | 0.09% | +398+5.4% | 加碼 |
| Venturi Wealth Management, LLC | 7,501 | $183.0 萬 | 0.10% | +18+0.2% | 加碼 |
| Oak Thistle LLC | 7,511 | $183.3 萬 | 0.37% | −2,222−22.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 7,640 | $186.4 萬 | 0.07% | +6+0.1% | 加碼 |
| Matrix Trust Co | 7,654 | $186.8 萬 | 0.32% | +93+1.2% | 加碼 |
| LS Investment Advisors, LLC | 7,749 | $189.1 萬 | 0.29% | 00.0% | 不變 |
| Lantz Financial LLC | 7,759 | $189.3 萬 | 0.52% | +26+0.3% | 加碼 |
| S-Bank Fund Management Ltd | 7,836 | $191.2 萬 | 0.36% | +7,836 | 新進 |
| Drake & Associates, LLC | 7,846 | $191.5 萬 | 0.54% | +1,616+25.9% | 加碼 |
| Dark Forest Capital Management LP | 7,854 | $191.7 萬 | 0.09% | +5,956+313.8% | 加碼 |
| Adviser Investments LLC | 7,887 | $192.5 萬 | 0.02% | +4+0.1% | 加碼 |
| Buckingham Strategic Partners | 7,946 | $193.9 萬 | 0.03% | +989+14.2% | 加碼 |
| Syon Capital LLC | 8,072 | $197.0 萬 | 0.16% | +445+5.8% | 加碼 |
| Evercore Wealth Management, LLC | 8,095 | $197.5 萬 | 0.03% | −10.0% | 減碼 |
| F/M Investments LLC | 8,134 | $198.5 萬 | 0.08% | +8,134 | 新進 |
| Savant Capital, LLC | 8,184 | $199.7 萬 | 0.02% | −867−9.6% | 減碼 |
| IAM Advisory, LLC | 8,229 | $200.8 萬 | 0.52% | −13−0.2% | 減碼 |
| Impact Capital Partners LLC | 8,249 | $201.3 萬 | 0.73% | +534+6.9% | 加碼 |
| EP Wealth Advisors, LLC | 8,268 | $201.8 萬 | 0.02% | +4,687+130.9% | 加碼 |
| Citizens Financial Group Inc | 8,276 | $202.0 萬 | 0.04% | +199+2.5% | 加碼 |
| Citizens & Northern Corp | 8,333 | $203.4 萬 | 0.57% | +51+0.6% | 加碼 |
| Pictet Bank & Trust Ltd | 8,395 | $204.9 萬 | 2.50% | +1,699+25.4% | 加碼 |
| Pensionfund Sabic | 8,500 | $207.4 萬 | 0.62% | −1,500−15.0% | 減碼 |
| Brass Tax Wealth Management, Inc | 8,576 | $209.3 萬 | 0.44% | −183−2.1% | 減碼 |
| Jefferies Financial Group Inc. | 8,588 | $209.6 萬 | 0.04% | −387−4.3% | 減碼 |
| Mission Wealth Management, LP | 8,624 | $210.4 萬 | 0.05% | +914+11.9% | 加碼 |
| Wealth Alliance | 8,648 | $211.0 萬 | 0.26% | +410+5.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 8,649 | $211.1 萬 | 0.59% | 00.0% | 不變 |
| Univest Financial Corp | 8,652 | $211.1 萬 | 0.14% | −251−2.8% | 減碼 |
| Advisory Services Network, LLC | 8,669 | $211.6 萬 | 0.04% | −170−1.9% | 減碼 |
| MUFG Securities Americas Inc. | 8,694 | $212.2 萬 | 0.25% | +1,443+19.9% | 加碼 |
| TD Private Client Wealth LLC | 8,753 | $213.6 萬 | 0.06% | +134+1.6% | 加碼 |
| Souders Financial Advisors | 8,783 | $214.3 萬 | 0.30% | −4,868−35.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,805 | $214.9 萬 | 0.03% | −339−3.7% | 減碼 |
| Meeder Advisory Services, Inc. | 8,867 | $216.4 萬 | 0.13% | +807+10.0% | 加碼 |
| Qtron Investments LLC | 8,870 | $216.5 萬 | 0.32% | 00.0% | 不變 |
| Grimes & Company, Inc. | 8,936 | $218.1 萬 | 0.07% | −135−1.5% | 減碼 |
| Andra AP-fonden | 9,110 | $222.3 萬 | 0.04% | −26,390−74.3% | 減碼 |