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 |
|---|---|---|---|---|---|
| Genesee Capital Advisors, LLC | 3,826 | $93.4 萬 | 0.47% | +332+9.5% | 加碼 |
| Aries Wealth Management | 3,837 | $93.6 萬 | 0.25% | −1,762−31.5% | 減碼 |
| Stephens Inc | 3,855 | $94.1 萬 | 0.01% | +131+3.5% | 加碼 |
| Parisi Gray Wealth Management | 3,881 | $94.7 萬 | 0.31% | +3,881 | 新進 |
| Napatree Capital LLC | 3,911 | $95.4 萬 | 0.54% | +173+4.6% | 加碼 |
| Farther Finance Advisors, LLC | 3,914 | $95.5 萬 | 0.02% | −222−5.4% | 減碼 |
| Massmutual Trust Co FSB | 3,927 | $95.8 萬 | 0.03% | +125+3.3% | 加碼 |
| Essex Investment Management Co LLC | 3,933 | $96.0 萬 | 0.20% | −334−7.8% | 減碼 |
| Net Worth Advisory Group | 3,944 | $96.2 萬 | 0.30% | +847+27.3% | 加碼 |
| Allred Capital Management, LLC | 3,945 | $96.3 萬 | 0.38% | −39−1.0% | 減碼 |
| McAdam, LLC | 3,948 | $96.3 萬 | 0.06% | +47+1.2% | 加碼 |
| Kondo Wealth Advisors, Inc. | 3,974 | $97.0 萬 | 0.48% | −371−8.5% | 減碼 |
| Sowell Financial Services LLC | 4,004 | $97.7 萬 | 0.04% | +4,004 | 新進 |
| Wingate Wealth Advisors, Inc. | 4,022 | $98.1 萬 | 1.13% | 00.0% | 不變 |
| SFMG, LLC | 4,036 | $98.5 萬 | 0.08% | +67+1.7% | 加碼 |
| AMG National Trust Bank | 4,040 | $98.6 萬 | 0.03% | +190+4.9% | 加碼 |
| Tower Trust & Investment Co | 4,382 | $98.8 萬 | 0.80% | +4,382 | 新進 |
| Atlantic Union Bankshares Corp | 4,058 | $99.0 萬 | 0.06% | +30+0.7% | 加碼 |
| Financial Counselors Inc | 4,074 | $99.4 萬 | 0.02% | +1,160+39.8% | 加碼 |
| GM Advisory Group, Inc. | 4,082 | $99.6 萬 | 0.05% | +12+0.3% | 加碼 |
| Western Wealth Management, LLC | 4,089 | $99.8 萬 | 0.07% | −176−4.1% | 減碼 |
| ExodusPoint Capital Management, LP | 4,111 | $100.3 萬 | 0.01% | +2,600+172.1% | 加碼 |
| Nilsine Partners, LLC | 4,170 | $101.8 萬 | 0.11% | −83−2.0% | 減碼 |
| Paradigm Financial Partners, LLC | 4,193 | $102.3 萬 | 0.13% | +325+8.4% | 加碼 |
| Csenge Advisory Group | 4,654 | $102.4 萬 | 0.06% | −56−1.2% | 減碼 |
| Foundations Investment Advisors, LLC | 4,214 | $102.8 萬 | 0.02% | +1,150+37.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 4,220 | $103.0 萬 | 0.25% | −453−9.7% | 減碼 |
| Warren Averett Asset Management, LLC | 4,252 | $103.8 萬 | 0.01% | −286−6.3% | 減碼 |
| Advance Capital Management, Inc. | 4,295 | $104.8 萬 | 0.05% | +8+0.2% | 加碼 |
| Cito Capital Group, LLC | 4,300 | $104.9 萬 | 0.40% | +1,000+30.3% | 加碼 |
| Sage Mountain Advisors LLC | 4,335 | $105.8 萬 | 0.08% | +874+25.3% | 加碼 |
| Fiduciary Family Office, LLC | 4,341 | $105.9 萬 | 0.35% | +4,341 | 新進 |
| Integrated Wealth Concepts LLC | 4,343 | $106.0 萬 | 0.01% | −599−12.1% | 減碼 |
| Trust Co of Toledo NA | 4,386 | $107.0 萬 | 0.14% | −101−2.3% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,400 | $107.4 萬 | 0.04% | +4,400 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 4,425 | $108.0 萬 | 0.11% | +1,181+36.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,427 | $108.0 萬 | 0.16% | −42−0.9% | 減碼 |
| 1248 Management, LLC | 4,444 | $108.4 萬 | 0.46% | −663−13.0% | 減碼 |
| National Asset Management, Inc. | 4,485 | $109.4 萬 | 0.03% | +527+13.3% | 加碼 |
| Board of the Pension Protection Fund | 4,500 | $109.8 萬 | 1.25% | +1,000+28.6% | 加碼 |
| Journey Strategic Wealth LLC | 4,513 | $110.1 萬 | 0.04% | +141+3.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,517 | $110.2 萬 | 0.10% | +47+1.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 4,537 | $110.7 萬 | 0.28% | −52−1.1% | 減碼 |
| Leavell Investment Management, Inc. | 4,543 | $110.9 萬 | 0.05% | −64−1.4% | 減碼 |
| Quadcap Wealth Management, LLC | 4,600 | $112.3 萬 | 0.16% | −133−2.8% | 減碼 |
| Boltwood Capital Management | 4,622 | $112.8 萬 | 0.34% | −374−7.5% | 減碼 |
| Winton Group Ltd | 4,632 | $113.0 萬 | 0.07% | +2,893+166.4% | 加碼 |
| Fjell Capital, LLC | 4,644 | $113.3 萬 | 1.15% | −13−0.3% | 減碼 |
| Murphy Pohlad Asset Management LLC | 4,645 | $113.4 萬 | 0.48% | −85−1.8% | 減碼 |
| Connecticut Wealth Management, LLC | 4,654 | $113.6 萬 | 0.06% | −204−4.2% | 減碼 |
| Cascade Financial Partners, LLC | 4,676 | $114.1 萬 | 0.14% | +10+0.2% | 加碼 |
| Belpointe Asset Management LLC | 4,690 | $114.5 萬 | 0.06% | −5,684−54.8% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $114.8 萬 | 0.23% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 5,196 | $115.3 萬 | 0.10% | +5,196 | 新進 |
| Fullcircle Wealth LLC | 5,245 | $115.6 萬 | 0.48% | +148+2.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,759 | $116.1 萬 | 0.01% | +1,369+40.4% | 加碼 |
| Red Door Wealth Management, LLC | 4,765 | $116.3 萬 | 0.17% | +153+3.3% | 加碼 |
| D.A. Davidson & Co. | 4,772 | $116.5 萬 | 0.01% | −712−13.0% | 減碼 |
| Beck Bode, LLC | 4,797 | $117.1 萬 | 0.22% | −5,941−55.3% | 減碼 |
| DF Dent & Co Inc | 4,809 | $117.4 萬 | 0.02% | −953−16.5% | 減碼 |
| West Family Investments, Inc. | 4,878 | $119.0 萬 | 0.45% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,881 | $119.1 萬 | 0.04% | +246+5.3% | 加碼 |
| Manchester Capital Management LLC | 4,881 | $119.1 萬 | 0.15% | +22+0.5% | 加碼 |
| HM Payson & Co | 4,893 | $119.4 萬 | 0.02% | −42−0.9% | 減碼 |
| Charter Trust Co | 4,903 | $119.6 萬 | 0.08% | −23−0.5% | 減碼 |
| FORA Capital, LLC | 4,927 | $120.2 萬 | 0.12% | +3,899+379.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 4,933 | $120.4 萬 | 0.12% | −123−2.4% | 減碼 |
| Cigna Investments Inc | 4,946 | $120.7 萬 | 0.23% | −98−1.9% | 減碼 |
| JGP Wealth Management, LLC | 4,966 | $121.2 萬 | 0.16% | +65+1.3% | 加碼 |
| AlphaCore Capital LLC | 5,037 | $122.9 萬 | 0.10% | +5,037 | 新進 |
| Ameritas Investment Partners, Inc. | 5,043 | $123.1 萬 | 0.04% | −104−2.0% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $123.5 萬 | 0.12% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $124.2 萬 | 0.70% | 00.0% | 不變 |
| Broadway Wealth Solutions, Inc. | 5,133 | $125.3 萬 | 0.91% | +26+0.5% | 加碼 |
| SkyView Investment Advisors, LLC | 5,165 | $126.0 萬 | 0.19% | +334+6.9% | 加碼 |
| Skopos Labs, Inc. | 5,168 | $126.1 萬 | 0.27% | +1,153+28.7% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 5,174 | $126.3 萬 | 0.23% | +425+8.9% | 加碼 |
| AA Financial Advisors, LLC | 5,201 | $126.9 萬 | 0.31% | 00.0% | 不變 |
| Strategic Wealth Designers | 5,261 | $128.4 萬 | 2.23% | −53,867−91.1% | 減碼 |
| CenterBook Partners LP | 5,263 | $128.4 萬 | 0.08% | +5,263 | 新進 |
| NorthRock Partners, LLC | 5,279 | $128.8 萬 | 0.04% | +238+4.7% | 加碼 |
| Dover Advisors, LLC | 5,279 | $128.8 萬 | 0.56% | −95−1.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 5,292 | $129.1 萬 | 0.36% | −35−0.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 5,300 | $129.3 萬 | 0.02% | +418+8.6% | 加碼 |
| We Are One Seven, LLC | 5,302 | $129.4 萬 | 0.05% | −517−8.9% | 減碼 |
| Integrated Advisors Network LLC | 5,349 | $130.5 萬 | 0.07% | +505+10.4% | 加碼 |
| Center For Asset Management LLC | 5,387 | $131.5 萬 | 0.80% | −182−3.3% | 減碼 |
| West Paces Advisors Inc. | 5,409 | $132.0 萬 | 0.30% | +145+2.8% | 加碼 |
| Concord Asset Management, LLC | 6,033 | $132.1 萬 | 0.29% | −15−0.2% | 減碼 |
| Valeo Financial Advisors, LLC | 5,442 | $132.8 萬 | 0.04% | −80−1.4% | 減碼 |
| Eqis Capital Management, Inc. | 5,469 | $133.5 萬 | 0.11% | −1,020−15.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 5,478 | $133.7 萬 | 0.12% | −5,468−50.0% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,500 | $134.2 萬 | 0.73% | −5,000−47.6% | 減碼 |
| Neville Rodie & Shaw Inc | 5,530 | $134.9 萬 | 0.11% | 00.0% | 不變 |
| AXS Investments LLC | 5,557 | $135.6 萬 | 0.38% | −353−6.0% | 減碼 |
| Fidelis Capital Partners, LLC | 6,191 | $135.7 萬 | 0.14% | +6+0.1% | 加碼 |
| Principal Securities, Inc. | 6,422 | $136.4 萬 | 0.03% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,642 | $137.7 萬 | 0.23% | +948+20.2% | 加碼 |
| Wimmer Associates 1, LLC | 6,158 | $137.8 萬 | 0.73% | −947−13.3% | 減碼 |
| Trust Asset Management LLC | 5,662 | $138.2 萬 | 0.11% | −15−0.3% | 減碼 |