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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 1,446 | $35.3 萬 | 0.22% | −204−12.4% | 減碼 |
| Mairs & Power Inc | 1,449 | $35.4 萬 | 0.00% | +75+5.5% | 加碼 |
| Fayez Sarofim & Co | 1,450 | $35.4 萬 | 0.00% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 1,454 | $35.5 萬 | 0.01% | +1,454 | 新進 |
| Prestige Wealth Management Group LLC | 1,462 | $35.7 萬 | 0.08% | +20+1.4% | 加碼 |
| WealthBridge Capital Management, LLC | 1,475 | $36.0 萬 | 0.10% | +33+2.3% | 加碼 |
| Resonant Capital Advisors, LLC | 1,477 | $36.0 萬 | 0.03% | +218+17.3% | 加碼 |
| Nations Financial Group Inc, | 1,480 | $36.1 萬 | 0.03% | −1,009−40.5% | 減碼 |
| TigerOak Management, L.L.C. | 1,480 | $36.1 萬 | 0.14% | −73−4.7% | 減碼 |
| Austin Private Wealth, LLC | 1,483 | $36.2 萬 | 0.03% | +25+1.7% | 加碼 |
| Drive Wealth Management, LLC | 1,485 | $36.2 萬 | 0.09% | +24+1.6% | 加碼 |
| St Germain D J Co Inc | 1,485 | $36.2 萬 | 0.02% | +733+97.5% | 加碼 |
| FourThought Financial Partners, LLC | 1,486 | $36.3 萬 | 0.04% | −93−5.9% | 減碼 |
| Continuum Advisory, LLC | 1,498 | $36.6 萬 | 0.05% | +130+9.5% | 加碼 |
| Yoffe Investment Management, LLC | 1,500 | $36.6 萬 | 0.54% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,507 | $36.8 萬 | 0.02% | +70+4.9% | 加碼 |
| Umpqua Bank | 1,508 | $36.8 萬 | 0.13% | +78+5.5% | 加碼 |
| Acorn Creek Capital LLC | 1,509 | $36.8 萬 | 0.18% | −81−5.1% | 減碼 |
| Rossmore Private Capital | 1,509 | $36.8 萬 | 0.05% | +223+17.3% | 加碼 |
| Central Trust Co | 1,512 | $36.9 萬 | 0.01% | −65−4.1% | 減碼 |
| Lindbrook Capital, LLC | 1,514 | $36.9 萬 | 0.03% | +44+3.0% | 加碼 |
| Northeast Financial Consultants Inc | 1,514 | $36.9 萬 | 0.02% | 00.0% | 不變 |
| Johnson & White Wealth Management, LLC | 1,520 | $37.1 萬 | 0.21% | +5+0.3% | 加碼 |
| SlateStone Wealth, LLC | 1,533 | $37.4 萬 | 0.04% | +2+0.1% | 加碼 |
| Parkside Financial Bank & Trust | 1,536 | $37.5 萬 | 0.05% | +258+20.2% | 加碼 |
| Alpha Family Trust | 1,545 | $37.7 萬 | 0.22% | +540+53.7% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,548 | $37.8 萬 | 0.19% | +51+3.4% | 加碼 |
| Veracity Capital LLC | 1,548 | $37.8 萬 | 0.15% | +15+1.0% | 加碼 |
| VestGen Advisors, LLC | 1,550 | $37.8 萬 | 0.02% | +1,550 | 新進 |
| Roble, Belko & Company, Inc | 1,566 | $38.2 萬 | 0.06% | −344−18.0% | 減碼 |
| Axq Capital, LP | 1,571 | $38.3 萬 | 0.15% | −4,567−74.4% | 減碼 |
| Bailard, Inc. | 1,571 | $38.3 萬 | 0.01% | +1+0.1% | 加碼 |
| Optimize Financial Inc | 1,573 | $38.4 萬 | 0.14% | +1,573 | 新進 |
| Angeles Wealth Management, LLC | 1,579 | $38.5 萬 | 0.03% | +149+10.4% | 加碼 |
| Capital Management Corp | 1,580 | $38.6 萬 | 0.07% | 00.0% | 不變 |
| Detalus Advisors, LLC | 1,580 | $38.6 萬 | 0.12% | +39+2.5% | 加碼 |
| Trust Co of Virginia | 1,585 | $38.7 萬 | 0.04% | 00.0% | 不變 |
| Litman Gregory Asset Management LLC | 1,589 | $38.8 萬 | 0.03% | −211−11.7% | 減碼 |
| Carret Asset Management, LLC | 1,590 | $38.8 萬 | 0.04% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 1,704 | $38.8 萬 | 0.01% | −147−7.9% | 減碼 |
| Private Wealth Asset Management, LLC | 1,599 | $39.0 萬 | 0.06% | +1,599 | 新進 |
| Sava Infond d.o.o. | 1,600 | $39.0 萬 | 0.07% | −1,600−50.0% | 減碼 |
| Savvy Advisors, Inc. | 1,601 | $39.1 萬 | 0.04% | +34+2.2% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $39.2 萬 | 0.18% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,608 | $39.2 萬 | 0.03% | +20+1.3% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $39.3 萬 | 0.22% | 00.0% | 不變 |
| Hall Laurie J Trustee | 1,610 | $39.3 萬 | 0.14% | −250−13.4% | 減碼 |
| Bellwether Advisors, LLC | 1,616 | $39.4 萬 | 0.08% | −22,112−93.2% | 減碼 |
| Talon Private Wealth, LLC | 1,644 | $40.1 萬 | 0.05% | −64−3.7% | 減碼 |
| Meridian Wealth Advisors, LLC | 1,647 | $40.2 萬 | 0.07% | +3+0.2% | 加碼 |
| Geneos Wealth Management Inc. | 1,647 | $40.2 萬 | 0.01% | +323+24.4% | 加碼 |
| SCS Capital Management LLC | 1,657 | $40.4 萬 | 0.01% | +1,657 | 新進 |
| Claro Advisors LLC | 1,669 | $40.7 萬 | 0.05% | +247+17.4% | 加碼 |
| Kinloch Capital, LLC | 1,672 | $40.8 萬 | 0.20% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 1,673 | $40.8 萬 | 0.09% | +175+11.7% | 加碼 |
| Lockerman Financial Group, Inc. | 1,676 | $40.9 萬 | 0.62% | −8−0.5% | 減碼 |
| RVW Wealth, LLC | 1,681 | $41.0 萬 | 0.04% | +1,681 | 新進 |
| Koshinski Asset Management, Inc. | 1,687 | $41.2 萬 | 0.03% | +30+1.8% | 加碼 |
| Investment Partners, Ltd. | 1,690 | $41.2 萬 | 0.17% | +6+0.4% | 加碼 |
| Journey Advisory Group, LLC | 1,700 | $41.5 萬 | 0.03% | −220−11.5% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,700 | $41.5 萬 | 0.00% | 00.0% | 不變 |
| Asset Allocation & Management Company, LLC | 1,700 | $41.5 萬 | 0.21% | 00.0% | 不變 |
| MCF Advisors LLC | 1,706 | $41.6 萬 | 0.03% | −39−2.2% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,708 | $41.7 萬 | 0.01% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,711 | $41.8 萬 | 0.09% | +2+0.1% | 加碼 |
| Clarkston Capital Partners, LLC | 1,725 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 1,727 | $42.1 萬 | 0.01% | +232+15.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 1,737 | $42.4 萬 | 0.05% | −228−11.6% | 減碼 |
| Moors & Cabot, Inc. | 1,738 | $42.4 萬 | 0.02% | +48+2.8% | 加碼 |
| Waldron Private Wealth LLC | 1,743 | $42.5 萬 | 0.02% | −1,355−43.7% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,754 | $42.8 萬 | 0.04% | 00.0% | 不變 |
| Norris Perne & French LLP | 1,756 | $42.9 萬 | 0.03% | −46−2.6% | 減碼 |
| Main Street Financial Solutions, LLC | 1,758 | $42.9 萬 | 0.04% | +732+71.3% | 加碼 |
| Tritonpoint Wealth, LLC | 1,760 | $42.9 萬 | 0.04% | +84+5.0% | 加碼 |
| Mayport, LLC | 1,768 | $43.1 萬 | 0.12% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 1,768 | $43.2 萬 | 0.02% | +83+4.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 1,770 | $43.2 萬 | 0.02% | −50−2.7% | 減碼 |
| New Hampshire Trust | 1,778 | $43.4 萬 | 0.10% | 00.0% | 不變 |
| Ewa, LLC | 1,781 | $43.5 萬 | 0.16% | +38+2.2% | 加碼 |
| Northstar Financial Companies, Inc. | 1,787 | $43.6 萬 | 0.47% | 00.0% | 不變 |
| Davis R M Inc | 1,798 | $43.9 萬 | 0.01% | +180+11.1% | 加碼 |
| Dillon & Associates Inc | 1,800 | $43.9 萬 | 0.07% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 1,801 | $43.9 萬 | 0.03% | −179−9.0% | 減碼 |
| AGH Wealth Advisors, LLC | 1,805 | $44.0 萬 | 0.42% | −67−3.6% | 減碼 |
| USA Financial Portformulas Corp | 1,809 | $44.1 萬 | 0.07% | +816+82.2% | 加碼 |
| TFR Capital, LLC. | 1,809 | $44.1 萬 | 0.18% | +1,809 | 新進 |
| Trust Point Inc. | 1,821 | $44.4 萬 | 0.04% | −1,184−39.4% | 減碼 |
| LeClair Wealth Partners LLC | 1,821 | $44.4 萬 | 0.32% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,838 | $44.9 萬 | 0.03% | +64+3.6% | 加碼 |
| RDA Financial Network | 1,839 | $44.9 萬 | 0.13% | +67+3.8% | 加碼 |
| Catalyst Financial Partners LLC | 1,840 | $44.9 萬 | 0.08% | +118+6.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,845 | $45.0 萬 | 0.02% | −183−9.0% | 減碼 |
| Gilbert & Cook, Inc. | 1,846 | $45.0 萬 | 0.07% | 00.0% | 不變 |
| Cypress Capital Group | 1,848 | $45.1 萬 | 0.06% | +848+84.8% | 加碼 |
| Portfolio Design Labs, LLC | 1,850 | $45.1 萬 | 0.09% | +721+63.9% | 加碼 |
| Heritage Wealth Management, Inc. | 1,852 | $45.2 萬 | 0.15% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 1,854 | $45.2 萬 | 0.04% | +5+0.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 1,857 | $45.3 萬 | 0.01% | +104+5.9% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,858 | $45.3 萬 | 0.04% | +88+5.0% | 加碼 |
| Corient IA LLC | 1,860 | $45.4 萬 | 0.32% | +1,860 | 新進 |