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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 4,220 | $103.0 萬 | 0.25% | −453−9.7% | 減碼 |
| Foundations Investment Advisors, LLC | 4,214 | $102.8 萬 | 0.02% | +1,150+37.5% | 加碼 |
| Csenge Advisory Group | 4,654 | $102.4 萬 | 0.06% | −56−1.2% | 減碼 |
| Paradigm Financial Partners, LLC | 4,193 | $102.3 萬 | 0.13% | +325+8.4% | 加碼 |
| Nilsine Partners, LLC | 4,170 | $101.8 萬 | 0.11% | −83−2.0% | 減碼 |
| ExodusPoint Capital Management, LP | 4,111 | $100.3 萬 | 0.01% | +2,600+172.1% | 加碼 |
| Western Wealth Management, LLC | 4,089 | $99.8 萬 | 0.07% | −176−4.1% | 減碼 |
| GM Advisory Group, Inc. | 4,082 | $99.6 萬 | 0.05% | +12+0.3% | 加碼 |
| Financial Counselors Inc | 4,074 | $99.4 萬 | 0.02% | +1,160+39.8% | 加碼 |
| Atlantic Union Bankshares Corp | 4,058 | $99.0 萬 | 0.06% | +30+0.7% | 加碼 |
| Tower Trust & Investment Co | 4,382 | $98.8 萬 | 0.80% | +4,382 | 新進 |
| AMG National Trust Bank | 4,040 | $98.6 萬 | 0.03% | +190+4.9% | 加碼 |
| SFMG, LLC | 4,036 | $98.5 萬 | 0.08% | +67+1.7% | 加碼 |
| Wingate Wealth Advisors, Inc. | 4,022 | $98.1 萬 | 1.13% | 00.0% | 不變 |
| Sowell Financial Services LLC | 4,004 | $97.7 萬 | 0.04% | +4,004 | 新進 |
| Kondo Wealth Advisors, Inc. | 3,974 | $97.0 萬 | 0.48% | −371−8.5% | 減碼 |
| McAdam, LLC | 3,948 | $96.3 萬 | 0.06% | +47+1.2% | 加碼 |
| Allred Capital Management, LLC | 3,945 | $96.3 萬 | 0.38% | −39−1.0% | 減碼 |
| Net Worth Advisory Group | 3,944 | $96.2 萬 | 0.30% | +847+27.3% | 加碼 |
| Essex Investment Management Co LLC | 3,933 | $96.0 萬 | 0.20% | −334−7.8% | 減碼 |
| Massmutual Trust Co FSB | 3,927 | $95.8 萬 | 0.03% | +125+3.3% | 加碼 |
| Farther Finance Advisors, LLC | 3,914 | $95.5 萬 | 0.02% | −222−5.4% | 減碼 |
| Napatree Capital LLC | 3,911 | $95.4 萬 | 0.54% | +173+4.6% | 加碼 |
| Parisi Gray Wealth Management | 3,881 | $94.7 萬 | 0.31% | +3,881 | 新進 |
| Stephens Inc | 3,855 | $94.1 萬 | 0.01% | +131+3.5% | 加碼 |
| Aries Wealth Management | 3,837 | $93.6 萬 | 0.25% | −1,762−31.5% | 減碼 |
| Genesee Capital Advisors, LLC | 3,826 | $93.4 萬 | 0.47% | +332+9.5% | 加碼 |
| Atomi Financial Group, Inc. | 3,808 | $92.9 萬 | 0.04% | +517+15.7% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,795 | $92.6 萬 | 0.07% | +205+5.7% | 加碼 |
| Baker Ellis Asset Management LLC | 3,788 | $92.4 萬 | 0.13% | +1,440+61.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,783 | $92.3 萬 | 0.53% | +422+12.6% | 加碼 |
| Fulton Bank, N.A. | 3,777 | $92.2 萬 | 0.04% | −15−0.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,768 | $91.9 萬 | 0.07% | +197+5.5% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,761 | $91.8 萬 | 0.17% | +12+0.3% | 加碼 |
| VeraBank, N.A. | 3,749 | $91.5 萬 | 0.26% | +4+0.1% | 加碼 |
| Shira Ridge Wealth Management | 3,718 | $90.7 萬 | 0.45% | −3−0.1% | 減碼 |
| Graypoint LLC | 3,683 | $89.9 萬 | 0.06% | +143+4.0% | 加碼 |
| Founders Financial Securities LLC | 4,077 | $89.9 萬 | 0.08% | +520+14.6% | 加碼 |
| Personal Cfo Solutions, LLC | 3,678 | $89.8 萬 | 0.18% | +17+0.5% | 加碼 |
| Ashton Thomas Securities, LLC | 3,667 | $89.5 萬 | 0.25% | +39+1.1% | 加碼 |
| Quotient Wealth Partners, LLC | 3,626 | $88.5 萬 | 0.03% | −132−3.5% | 減碼 |
| Contravisory Investment Management, Inc. | 3,620 | $88.3 萬 | 0.19% | −35,765−90.8% | 減碼 |
| Caldwell Trust Co | 3,616 | $88.2 萬 | 0.09% | 00.0% | 不變 |
| Westpac Banking Corp | 3,614 | $88.2 萬 | 0.06% | −763−17.4% | 減碼 |
| MQS Management LLC | 3,613 | $88.2 萬 | 0.51% | +3,613 | 新進 |
| Vista Investment Partners LLC | 3,600 | $87.9 萬 | 0.27% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 3,589 | $87.6 萬 | 0.07% | −376−9.5% | 減碼 |
| Strategic Blueprint, LLC | 3,581 | $87.4 萬 | 0.05% | −346−8.8% | 減碼 |
| Wealthspire Advisors, LLC | 3,538 | $86.3 萬 | 0.01% | +153+4.5% | 加碼 |
| Rossby Financial, LCC | 3,918 | $85.9 萬 | 0.37% | +509+14.9% | 加碼 |
| Glenview Trust Co | 3,518 | $85.8 萬 | 0.02% | +1,088+44.8% | 加碼 |
| AE Wealth Management LLC | 3,513 | $85.7 萬 | 0.01% | +506+16.8% | 加碼 |
| Mma Asset Management LLC | 3,504 | $85.5 萬 | 0.36% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,501 | $85.4 萬 | 0.27% | +13+0.4% | 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 |
| Level Four Advisory Services, LLC | 3,499 | $85.4 萬 | 0.04% | +2+0.1% | 加碼 |
| Thrive Wealth Management, LLC | 3,439 | $83.9 萬 | 0.16% | +322+10.3% | 加碼 |
| CWA Asset Management Group, LLC | 3,435 | $83.8 萬 | 0.04% | +210+6.5% | 加碼 |
| Allworth Financial LP | 3,822 | $83.7 萬 | 0.00% | −75−1.9% | 減碼 |
| Balyasny Asset Management LLC | 3,404 | $83.1 萬 | 0.00% | −7,270−68.1% | 減碼 |
| Essex Financial Services, Inc. | 3,397 | $82.9 萬 | 0.06% | −3,094−47.7% | 減碼 |
| Hutchinson Capital Management | 3,395 | $82.8 萬 | 0.16% | −275−7.5% | 減碼 |
| Pallas Capital Advisors LLC | 3,343 | $81.6 萬 | 0.03% | +1,717+105.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $81.4 萬 | 0.05% | 00.0% | 不變 |
| PUREfi Wealth, LLC | 3,324 | $81.1 萬 | 0.81% | +1,726+108.0% | 加碼 |
| Quadrature Capital Ltd | 3,317 | $80.9 萬 | 0.02% | +3,317 | 新進 |
| Missouri Trust & Investment Co | 3,310 | $80.8 萬 | 0.28% | −407−10.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,304 | $80.6 萬 | 0.01% | −422−11.3% | 減碼 |
| SRN Advisors, LLC | 3,295 | $80.4 萬 | 0.90% | −102−3.0% | 減碼 |
| White Pine Investment CO | 3,296 | $80.4 萬 | 0.22% | −445−11.9% | 減碼 |
| Aaron Wealth Advisors | 3,288 | $80.2 萬 | 0.09% | +239+7.8% | 加碼 |
| Proficio Capital Partners LLC | 3,262 | $79.6 萬 | 0.06% | +18+0.6% | 加碼 |
| Ninety One SA (PTY) Ltd | 3,254 | $79.5 萬 | 0.15% | +3,254 | 新進 |
| Chilton Investment Co LLC | 3,256 | $79.5 萬 | 0.02% | +37+1.1% | 加碼 |
| PDS Planning, Inc | 3,255 | $79.4 萬 | 0.07% | +268+9.0% | 加碼 |
| Rodgers Brothers Inc. | 3,250 | $79.3 萬 | 0.11% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $79.2 萬 | 0.09% | 00.0% | 不變 |
| Schear Investment Advisers, LLC | 3,243 | $79.1 萬 | 0.46% | +1,144+54.5% | 加碼 |
| Gateway Investment Advisers LLC | 3,235 | $78.9 萬 | 0.01% | +114+3.7% | 加碼 |
| Parvin Asset Management, LLC | 3,230 | $78.8 萬 | 0.89% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 3,217 | $78.5 萬 | 0.03% | +343+11.9% | 加碼 |
| Waller Financial Planning Group, Inc | 3,214 | $78.4 萬 | 0.22% | +12+0.4% | 加碼 |
| Forum Financial Management, LP | 3,212 | $78.4 萬 | 0.01% | −34−1.0% | 減碼 |
| Empower Advisory Group, LLC | 3,212 | $78.4 萬 | 0.00% | −275−7.9% | 減碼 |
| Mutual Advisors, LLC | 3,569 | $78.2 萬 | 0.02% | +477+15.4% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $78.1 萬 | 0.15% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 3,198 | $78.0 萬 | 0.52% | +47+1.5% | 加碼 |
| Armis Advisers, LLC | 3,451 | $77.8 萬 | 0.07% | +3,451 | 新進 |
| OneAscent Financial Services LLC | 3,164 | $77.2 萬 | 0.05% | +970+44.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,155 | $77.0 萬 | 0.01% | −20,281−86.5% | 減碼 |
| Florida Financial Advisors, LLC | 3,147 | $76.8 萬 | 0.30% | +378+13.7% | 加碼 |
| Bill Few Associates, Inc. | 3,135 | $76.5 萬 | 0.27% | −21−0.7% | 減碼 |
| Ellevest, Inc. | 3,082 | $75.2 萬 | 0.05% | +55+1.8% | 加碼 |
| Clarius Group, LLC | 3,077 | $75.1 萬 | 0.05% | −156−4.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,386 | $74.2 萬 | 0.01% | 00.0% | 不變 |
| Vicus Capital | 3,038 | $74.1 萬 | 0.07% | −2−0.1% | 減碼 |
| Dakota Wealth Management | 3,031 | $74.0 萬 | 0.02% | −559−15.6% | 減碼 |
| North Star Asset Management Inc | 3,030 | $73.9 萬 | 0.03% | 00.0% | 不變 |
| SOL Capital Management CO | 3,030 | $73.9 萬 | 0.08% | 00.0% | 不變 |