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 2 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2025/6/30 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
- 1,610
- 較 2025 年第 1 季 +2 家
- 持有股數
- 4.48 億
- 較 2025 年第 1 季 +616.8 萬 (+1.4%)
- 總市值
- $972.6 億
- 較 2025 年第 1 季 −$104.2 億 (−9.7%)
- 新進機構
- 131
- 另有 617 家加碼
- 清倉機構
- 129
- 另有 591 家減碼
另有 19 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 4,197 | $91.8 萬 | 0.30% | −144−3.3% | 減碼 |
| Continuum Advisory, LLC | 4,205 | $91.9 萬 | 0.11% | +2,707+180.7% | 加碼 |
| GM Advisory Group, Inc. | 4,214 | $92.1 萬 | 0.05% | +132+3.2% | 加碼 |
| Cito Capital Group, LLC | 4,300 | $94.0 萬 | 0.33% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 4,299 | $94.0 萬 | 0.02% | +385+9.8% | 加碼 |
| Tower Trust & Investment Co | 4,337 | $94.8 萬 | 0.67% | −45−1.0% | 減碼 |
| Sage Mountain Advisors LLC | 4,349 | $95.1 萬 | 0.06% | +14+0.3% | 加碼 |
| Atlantic Union Bankshares Corp | 4,358 | $95.3 萬 | 0.02% | +300+7.4% | 加碼 |
| Western Wealth Management, LLC | 4,376 | $95.7 萬 | 0.06% | +287+7.0% | 加碼 |
| Trust Co of Toledo NA | 4,383 | $95.8 萬 | 0.11% | −3−0.1% | 減碼 |
| Walleye Capital LLC | 4,394 | $96.1 萬 | 0.01% | +4,394 | 新進 |
| Advance Capital Management, Inc. | 4,406 | $96.3 萬 | 0.04% | +111+2.6% | 加碼 |
| 1248 Management, LLC | 4,444 | $97.2 萬 | 0.36% | 00.0% | 不變 |
| D.A. Davidson & Co. | 4,460 | $97.5 萬 | 0.01% | −312−6.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,549 | $99.4 萬 | 0.05% | −105−2.3% | 減碼 |
| Quadrant Private Wealth Management, LLC | 4,556 | $99.6 萬 | 0.21% | +19+0.4% | 加碼 |
| Boltwood Capital Management | 4,567 | $99.9 萬 | 0.28% | −55−1.2% | 減碼 |
| Polymer Capital Management (US) LLC | 4,586 | $100.3 萬 | 0.16% | +4,586 | 新進 |
| Annandale Capital, LLC | 4,600 | $100.6 萬 | 0.19% | +4,600 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,617 | $101.0 萬 | 0.08% | +100+2.2% | 加碼 |
| Murphy Pohlad Asset Management LLC | 4,645 | $101.6 萬 | 0.43% | 00.0% | 不變 |
| Allworth Financial LP | 4,653 | $101.7 萬 | 0.00% | +831+21.7% | 加碼 |
| Sowell Financial Services LLC | 4,668 | $102.1 萬 | 0.04% | +664+16.6% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 4,671 | $102.1 萬 | 0.10% | +246+5.6% | 加碼 |
| Cascade Financial Partners, LLC | 4,676 | $102.2 萬 | 0.12% | 00.0% | 不變 |
| Fjell Capital, LLC | 4,679 | $102.3 萬 | 0.95% | +35+0.8% | 加碼 |
| Balyasny Asset Management LLC | 4,687 | $102.5 萬 | 0.00% | +1,283+37.7% | 加碼 |
| Belpointe Asset Management LLC | 4,687 | $102.5 萬 | 0.04% | −3−0.1% | 減碼 |
| PDS Planning, Inc | 4,689 | $102.5 萬 | 0.08% | +1,434+44.1% | 加碼 |
| Beck Bode, LLC | 4,702 | $102.8 萬 | 0.17% | −95−2.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $102.9 萬 | 0.18% | 00.0% | 不變 |
| Csenge Advisory Group | 4,430 | $103.5 萬 | 0.05% | −224−4.8% | 減碼 |
| Matauro, LLC | 4,738 | $103.6 萬 | 0.19% | −1,584−25.1% | 減碼 |
| Armis Advisers, LLC | 4,880 | $104.0 萬 | 0.08% | +1,429+41.4% | 加碼 |
| Bridgewater Advisors Inc. | 5,149 | $104.5 萬 | 0.08% | −47−0.9% | 減碼 |
| Regency Capital Management Inc. | 4,809 | $105.1 萬 | 0.55% | +4,809 | 新進 |
| Parsonex Advisory Services, Inc. | 4,835 | $105.7 萬 | 0.88% | +4,835 | 新進 |
| Canandaigua National Bank & Trust Co | 4,842 | $105.9 萬 | 0.10% | −91−1.8% | 減碼 |
| Cigna Investments Inc | 4,854 | $106.1 萬 | 0.18% | −92−1.9% | 減碼 |
| Global Retirement Partners, LLC | 4,867 | $106.4 萬 | 0.03% | +4,867 | 新進 |
| Manchester Capital Management LLC | 4,871 | $106.5 萬 | 0.14% | −10−0.2% | 減碼 |
| Fullcircle Wealth LLC | 5,375 | $107.0 萬 | 0.40% | +130+2.5% | 加碼 |
| Charter Trust Co | 4,903 | $107.2 萬 | 0.07% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 4,906 | $107.3 萬 | 0.05% | −5,849−54.4% | 減碼 |
| Independent Advisor Alliance | 4,909 | $107.3 萬 | 0.03% | +28+0.6% | 加碼 |
| HM Payson & Co | 4,946 | $108.1 萬 | 0.02% | +53+1.1% | 加碼 |
| Quadcap Wealth Management, LLC | 4,965 | $108.6 萬 | 0.14% | +365+7.9% | 加碼 |
| Leavell Investment Management, Inc. | 4,982 | $108.9 萬 | 0.05% | +439+9.7% | 加碼 |
| Twin Tree Management, LP | 4,984 | $109.0 萬 | 0.03% | +4,984 | 新進 |
| Truefg, LLC | 5,000 | $109.3 萬 | 0.32% | +1,500+42.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,016 | $109.7 萬 | 0.03% | −27−0.5% | 減碼 |
| JGP Wealth Management, LLC | 5,034 | $110.1 萬 | 0.13% | +68+1.4% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $110.6 萬 | 0.09% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 5,106 | $110.8 萬 | 0.16% | −59−1.1% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 5,079 | $111.0 萬 | 0.18% | −95−1.8% | 減碼 |
| AlphaCore Capital LLC | 5,111 | $111.7 萬 | 0.04% | +74+1.5% | 加碼 |
| Arkadios Wealth Advisors | 5,111 | $111.8 萬 | 0.03% | +1,894+58.9% | 加碼 |
| Broadway Wealth Solutions, Inc. | 5,133 | $112.2 萬 | 0.70% | 00.0% | 不變 |
| Center For Asset Management LLC | 5,457 | $115.7 萬 | 0.71% | +70+1.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 5,311 | $116.1 萬 | 0.30% | +19+0.4% | 加碼 |
| Capital Asset Advisory Services LLC | 5,336 | $116.2 萬 | 0.05% | −1,260−19.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,400 | $118.1 萬 | 0.06% | −505−8.6% | 減碼 |
| Integrity Alliance, LLC. | 5,423 | $118.6 萬 | 0.06% | −4,975−47.8% | 減碼 |
| Integrated Advisors Network LLC | 5,440 | $118.9 萬 | 0.05% | +91+1.7% | 加碼 |
| AA Financial Advisors, LLC | 5,448 | $119.1 萬 | 0.26% | +247+4.7% | 加碼 |
| West Paces Advisors Inc. | 5,463 | $119.4 萬 | 0.25% | +54+1.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 5,465 | $119.5 萬 | 0.09% | −13−0.2% | 減碼 |
| Neville Rodie & Shaw Inc | 5,530 | $120.9 萬 | 0.09% | 00.0% | 不變 |
| Skopos Labs, Inc. | 5,615 | $122.8 萬 | 0.16% | +447+8.6% | 加碼 |
| Strategic Wealth Designers | 5,625 | $123.0 萬 | 1.78% | +364+6.9% | 加碼 |
| R Squared Ltd | 5,635 | $123.2 萬 | 0.68% | +5,635 | 新進 |
| Red Door Wealth Management, LLC | 5,656 | $123.7 萬 | 0.15% | +891+18.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,662 | $123.8 萬 | 0.02% | −166−2.8% | 減碼 |
| Trust Asset Management LLC | 5,662 | $123.8 萬 | 0.09% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 5,665 | $123.9 萬 | 0.02% | −251−4.2% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $124.2 萬 | 0.70% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 5,691 | $124.4 萬 | 0.10% | −620−9.8% | 減碼 |
| Ostrum Asset Management | 5,708 | $124.8 萬 | 0.06% | −165−2.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 5,709 | $124.8 萬 | 0.02% | +409+7.7% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,723 | $125.1 萬 | 0.50% | +10.0% | 加碼 |
| DRW Securities, LLC | 5,747 | $125.7 萬 | 0.09% | +5,747 | 新進 |
| Valeo Financial Advisors, LLC | 5,764 | $126.0 萬 | 0.03% | +322+5.9% | 加碼 |
| NorthRock Partners, LLC | 5,772 | $126.1 萬 | 0.03% | +493+9.3% | 加碼 |
| Fidelis Capital Partners, LLC | 6,210 | $126.6 萬 | 0.12% | +19+0.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 5,802 | $126.9 萬 | 0.03% | −283−4.7% | 減碼 |
| West Family Investments, Inc. | 5,858 | $128.1 萬 | 0.33% | +980+20.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,871 | $128.3 萬 | 0.36% | −371−5.9% | 減碼 |
| Prosperity Financial Group, Inc. | 5,869 | $128.3 萬 | 0.55% | +14+0.2% | 加碼 |
| Oddo BHF Asset Management SAS | 5,882 | $128.6 萬 | 0.05% | −7,157−54.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,883 | $128.6 萬 | 0.06% | +148+2.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,900 | $129.0 萬 | 0.20% | +151+2.6% | 加碼 |
| Oppenheimer & Co Inc | 5,933 | $129.7 萬 | 0.02% | +107+1.8% | 加碼 |
| Diversify Advisory Services, LLC | 6,396 | $130.7 萬 | 0.05% | +6,396 | 新進 |
| Stance Capital LLC | 5,985 | $130.9 萬 | 0.49% | +5,985 | 新進 |
| Concord Wealth Partners | 6,033 | $131.9 萬 | 0.19% | −15−0.2% | 減碼 |
| Concord Asset Management, LLC | 6,033 | $131.9 萬 | 0.20% | 00.0% | 不變 |
| Buckingham Strategic Partners | 6,050 | $132.2 萬 | 0.02% | −1,896−23.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 6,049 | $132.3 萬 | 0.02% | −6−0.1% | 減碼 |
| Graybill Bartz & Assoc Ltd | 6,053 | $132.3 萬 | 0.43% | 00.0% | 不變 |
| LMCG Investments, LLC | 6,100 | $133.4 萬 | 0.08% | −656−9.7% | 減碼 |