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 |
|---|---|---|---|---|---|
| Coign Capital Advisors LLC | 2,714 | $66.2 萬 | 0.51% | −21−0.8% | 減碼 |
| Avalon Trust Co | 2,714 | $66.2 萬 | 0.05% | 00.0% | 不變 |
| Howard Capital Management Inc. | 2,755 | $67.2 萬 | 0.02% | −345−11.1% | 減碼 |
| Mattern Capital Management, LLC | 2,766 | $67.5 萬 | 0.09% | +233+9.2% | 加碼 |
| Spirepoint Private Client, LLC | 2,804 | $68.4 萬 | 0.09% | −4−0.1% | 減碼 |
| Meritas Wealth Management, LLC | 2,805 | $68.5 萬 | 0.40% | 00.0% | 不變 |
| James Hambro & Partners | 2,811 | $68.6 萬 | 0.03% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 2,811 | $68.6 萬 | 0.02% | −289−9.3% | 減碼 |
| My Legacy Advisors, LLC | 2,820 | $68.8 萬 | 0.27% | +33+1.2% | 加碼 |
| Archvest Wealth Advisors, Inc. | 2,840 | $69.3 萬 | 0.57% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 2,854 | $69.6 萬 | 0.12% | +74+2.7% | 加碼 |
| Kearns & Associates LLC | 2,860 | $69.8 萬 | 0.45% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 2,864 | $69.9 萬 | 0.05% | +56+2.0% | 加碼 |
| Strid Group, LLC | 2,873 | $70.1 萬 | 0.11% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 2,878 | $70.2 萬 | 0.67% | +533+22.7% | 加碼 |
| Simon Quick Advisors, LLC | 2,898 | $70.7 萬 | 0.04% | +660+29.5% | 加碼 |
| McRae Capital Management Inc | 2,899 | $70.8 萬 | 0.15% | 00.0% | 不變 |
| Prospera Financial Services Inc | 2,900 | $70.8 萬 | 0.02% | +337+13.1% | 加碼 |
| Groupama Asset Managment | 2,961 | $71.8 萬 | 0.01% | +1,682+131.5% | 加碼 |
| Aprio Wealth Management, LLC | 2,948 | $71.9 萬 | 0.09% | +602+25.7% | 加碼 |
| Dogwood Wealth Management LLC | 2,948 | $71.9 萬 | 0.38% | +359+13.9% | 加碼 |
| Avestar Capital, LLC | 2,989 | $72.9 萬 | 0.07% | +190+6.8% | 加碼 |
| Equitable Holdings, Inc. | 2,999 | $73.2 萬 | 0.01% | +450+17.7% | 加碼 |
| David Loasby | 3,204 | $73.3 萬 | 0.07% | −89−2.7% | 減碼 |
| Delta Investment Management, LLC | 3,009 | $73.4 萬 | 0.15% | −70−2.3% | 減碼 |
| ICONIQ Capital, LLC | 3,012 | $73.5 萬 | 0.01% | +267+9.7% | 加碼 |
| Nicolet Bankshares Inc | 3,026 | $73.8 萬 | 0.15% | −1,624−34.9% | 減碼 |
| SOL Capital Management CO | 3,030 | $73.9 萬 | 0.08% | 00.0% | 不變 |
| North Star Asset Management Inc | 3,030 | $73.9 萬 | 0.03% | 00.0% | 不變 |
| Dakota Wealth Management | 3,031 | $74.0 萬 | 0.02% | −559−15.6% | 減碼 |
| Vicus Capital | 3,038 | $74.1 萬 | 0.07% | −2−0.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,386 | $74.2 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 3,077 | $75.1 萬 | 0.05% | −156−4.8% | 減碼 |
| Ellevest, Inc. | 3,082 | $75.2 萬 | 0.05% | +55+1.8% | 加碼 |
| Bill Few Associates, Inc. | 3,135 | $76.5 萬 | 0.27% | −21−0.7% | 減碼 |
| Florida Financial Advisors, LLC | 3,147 | $76.8 萬 | 0.30% | +378+13.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,155 | $77.0 萬 | 0.01% | −20,281−86.5% | 減碼 |
| OneAscent Financial Services LLC | 3,164 | $77.2 萬 | 0.05% | +970+44.2% | 加碼 |
| Armis Advisers, LLC | 3,451 | $77.8 萬 | 0.07% | +3,451 | 新進 |
| Defined Wealth Management, LLC | 3,198 | $78.0 萬 | 0.52% | +47+1.5% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $78.1 萬 | 0.15% | 00.0% | 不變 |
| Mutual Advisors, LLC | 3,569 | $78.2 萬 | 0.02% | +477+15.4% | 加碼 |
| Empower Advisory Group, LLC | 3,212 | $78.4 萬 | 0.00% | −275−7.9% | 減碼 |
| Forum Financial Management, LP | 3,212 | $78.4 萬 | 0.01% | −34−1.0% | 減碼 |
| Waller Financial Planning Group, Inc | 3,214 | $78.4 萬 | 0.22% | +12+0.4% | 加碼 |
| Arkadios Wealth Advisors | 3,217 | $78.5 萬 | 0.03% | +343+11.9% | 加碼 |
| Parvin Asset Management, LLC | 3,230 | $78.8 萬 | 0.89% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 3,235 | $78.9 萬 | 0.01% | +114+3.7% | 加碼 |
| Schear Investment Advisers, LLC | 3,243 | $79.1 萬 | 0.46% | +1,144+54.5% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $79.2 萬 | 0.09% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,250 | $79.3 萬 | 0.11% | 00.0% | 不變 |
| PDS Planning, Inc | 3,255 | $79.4 萬 | 0.07% | +268+9.0% | 加碼 |
| Chilton Investment Co LLC | 3,256 | $79.5 萬 | 0.02% | +37+1.1% | 加碼 |
| Ninety One SA (PTY) Ltd | 3,254 | $79.5 萬 | 0.15% | +3,254 | 新進 |
| Proficio Capital Partners LLC | 3,262 | $79.6 萬 | 0.06% | +18+0.6% | 加碼 |
| Aaron Wealth Advisors | 3,288 | $80.2 萬 | 0.09% | +239+7.8% | 加碼 |
| White Pine Investment CO | 3,296 | $80.4 萬 | 0.22% | −445−11.9% | 減碼 |
| SRN Advisors, LLC | 3,295 | $80.4 萬 | 0.90% | −102−3.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,304 | $80.6 萬 | 0.01% | −422−11.3% | 減碼 |
| Missouri Trust & Investment Co | 3,310 | $80.8 萬 | 0.28% | −407−10.9% | 減碼 |
| Quadrature Capital Ltd | 3,317 | $80.9 萬 | 0.02% | +3,317 | 新進 |
| PUREfi Wealth, LLC | 3,324 | $81.1 萬 | 0.81% | +1,726+108.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $81.4 萬 | 0.05% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 3,343 | $81.6 萬 | 0.03% | +1,717+105.6% | 加碼 |
| Hutchinson Capital Management | 3,395 | $82.8 萬 | 0.16% | −275−7.5% | 減碼 |
| Essex Financial Services, Inc. | 3,397 | $82.9 萬 | 0.06% | −3,094−47.7% | 減碼 |
| Balyasny Asset Management LLC | 3,404 | $83.1 萬 | 0.00% | −7,270−68.1% | 減碼 |
| Allworth Financial LP | 3,822 | $83.7 萬 | 0.00% | −75−1.9% | 減碼 |
| CWA Asset Management Group, LLC | 3,435 | $83.8 萬 | 0.04% | +210+6.5% | 加碼 |
| Thrive Wealth Management, LLC | 3,439 | $83.9 萬 | 0.16% | +322+10.3% | 加碼 |
| Level Four Advisory Services, LLC | 3,499 | $85.4 萬 | 0.04% | +2+0.1% | 加碼 |
| Noesis Capital Mangement Corp | 3,500 | $85.4 萬 | 0.17% | 00.0% | 不變 |
| Truefg, LLC | 3,500 | $85.4 萬 | 0.28% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,501 | $85.4 萬 | 0.27% | +13+0.4% | 加碼 |
| Mma Asset Management LLC | 3,504 | $85.5 萬 | 0.36% | 00.0% | 不變 |
| AE Wealth Management LLC | 3,513 | $85.7 萬 | 0.01% | +506+16.8% | 加碼 |
| Glenview Trust Co | 3,518 | $85.8 萬 | 0.02% | +1,088+44.8% | 加碼 |
| Rossby Financial, LCC | 3,918 | $85.9 萬 | 0.37% | +509+14.9% | 加碼 |
| Wealthspire Advisors, LLC | 3,538 | $86.3 萬 | 0.01% | +153+4.5% | 加碼 |
| Strategic Blueprint, LLC | 3,581 | $87.4 萬 | 0.05% | −346−8.8% | 減碼 |
| Schechter Investment Advisors, LLC | 3,589 | $87.6 萬 | 0.07% | −376−9.5% | 減碼 |
| Vista Investment Partners LLC | 3,600 | $87.9 萬 | 0.27% | 00.0% | 不變 |
| MQS Management LLC | 3,613 | $88.2 萬 | 0.51% | +3,613 | 新進 |
| Westpac Banking Corp | 3,614 | $88.2 萬 | 0.06% | −763−17.4% | 減碼 |
| Caldwell Trust Co | 3,616 | $88.2 萬 | 0.09% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 3,620 | $88.3 萬 | 0.19% | −35,765−90.8% | 減碼 |
| Quotient Wealth Partners, LLC | 3,626 | $88.5 萬 | 0.03% | −132−3.5% | 減碼 |
| Ashton Thomas Securities, LLC | 3,667 | $89.5 萬 | 0.25% | +39+1.1% | 加碼 |
| Personal Cfo Solutions, LLC | 3,678 | $89.8 萬 | 0.18% | +17+0.5% | 加碼 |
| Founders Financial Securities LLC | 4,077 | $89.9 萬 | 0.08% | +520+14.6% | 加碼 |
| Graypoint LLC | 3,683 | $89.9 萬 | 0.06% | +143+4.0% | 加碼 |
| Shira Ridge Wealth Management | 3,718 | $90.7 萬 | 0.45% | −3−0.1% | 減碼 |
| VeraBank, N.A. | 3,749 | $91.5 萬 | 0.26% | +4+0.1% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,761 | $91.8 萬 | 0.17% | +12+0.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 3,768 | $91.9 萬 | 0.07% | +197+5.5% | 加碼 |
| Fulton Bank, N.A. | 3,777 | $92.2 萬 | 0.04% | −15−0.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 3,783 | $92.3 萬 | 0.53% | +422+12.6% | 加碼 |
| Baker Ellis Asset Management LLC | 3,788 | $92.4 萬 | 0.13% | +1,440+61.3% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,795 | $92.6 萬 | 0.07% | +205+5.7% | 加碼 |
| Atomi Financial Group, Inc. | 3,808 | $92.9 萬 | 0.04% | +517+15.7% | 加碼 |