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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,202 | $70.0 萬 | 0.43% | +4+0.1% | 加碼 |
| Atomi Financial Group, Inc. | 3,200 | $70.0 萬 | 0.03% | −608−16.0% | 減碼 |
| Duncker Streett & Co Inc | 3,200 | $70.0 萬 | 0.13% | 00.0% | 不變 |
| Clarius Group, LLC | 3,182 | $69.6 萬 | 0.04% | +105+3.4% | 加碼 |
| Integrated Wealth Concepts LLC | 3,180 | $69.5 萬 | 0.01% | −1,163−26.8% | 減碼 |
| Ellevest, Inc. | 3,179 | $69.5 萬 | 0.11% | +97+3.1% | 加碼 |
| Portland Global Advisors LLC | 3,165 | $69.2 萬 | 0.08% | +3,165 | 新進 |
| Rodgers Brothers Inc. | 3,150 | $68.9 萬 | 0.09% | −100−3.1% | 減碼 |
| Spire Wealth Management | 3,149 | $68.8 萬 | 0.02% | −12,190−79.5% | 減碼 |
| Ninety One SA (PTY) Ltd | 3,158 | $68.7 萬 | 0.11% | −96−3.0% | 減碼 |
| Bill Few Associates, Inc. | 3,135 | $68.5 萬 | 0.19% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 3,129 | $68.4 萬 | 0.23% | −18−0.6% | 減碼 |
| Gateway Investment Advisers LLC | 3,126 | $68.3 萬 | 0.01% | −109−3.4% | 減碼 |
| My Legacy Advisors, LLC | 3,181 | $68.3 萬 | 0.24% | +361+12.8% | 加碼 |
| Dover Advisors, LLC | 3,102 | $67.8 萬 | 0.30% | −2,177−41.2% | 減碼 |
| Dakota Wealth Management | 3,066 | $67.0 萬 | 0.01% | +35+1.2% | 加碼 |
| Vicus Capital | 3,049 | $66.7 萬 | 0.06% | +11+0.4% | 加碼 |
| North Star Asset Management Inc | 3,030 | $66.2 萬 | 0.03% | 00.0% | 不變 |
| SOL Capital Management CO | 3,030 | $66.2 萬 | 0.06% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 2,994 | $65.5 萬 | 0.22% | +2,994 | 新進 |
| Gryphon Financial Partners LLC | 2,987 | $65.3 萬 | 0.09% | +596+24.9% | 加碼 |
| Delta Investment Management, LLC | 2,986 | $65.3 萬 | 0.13% | −23−0.8% | 減碼 |
| Pure Financial Advisors, Inc. | 2,963 | $64.8 萬 | 0.01% | +941+46.5% | 加碼 |
| Moors & Cabot, Inc. | 2,915 | $63.7 萬 | 0.03% | +1,177+67.7% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 2,897 | $63.3 萬 | 0.17% | +838+40.7% | 加碼 |
| SWMG, LLC | 3,050 | $62.9 萬 | 0.21% | +364+13.6% | 加碼 |
| Strid Group, LLC | 2,873 | $62.8 萬 | 0.09% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,860 | $62.5 萬 | 0.36% | 00.0% | 不變 |
| McRae Capital Management Inc | 2,849 | $62.3 萬 | 0.13% | −50−1.7% | 減碼 |
| Archvest Wealth Advisors, Inc. | 2,840 | $62.1 萬 | 0.55% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 2,824 | $61.7 萬 | 0.14% | +902+46.9% | 加碼 |
| Sterling Wealth Management, Inc. | 2,818 | $61.6 萬 | 0.21% | +2,818 | 新進 |
| Aprio Wealth Management, LLC | 2,812 | $61.5 萬 | 0.07% | −136−4.6% | 減碼 |
| Meritas Wealth Management, LLC | 2,805 | $61.3 萬 | 0.34% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 2,800 | $61.2 萬 | 0.07% | −4−0.1% | 減碼 |
| Green Harvest Asset Management LLC | 2,800 | $61.2 萬 | 0.01% | −11−0.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 2,792 | $61.1 萬 | 0.08% | +128+4.8% | 加碼 |
| Ambassador Advisors, LLC | 2,791 | $61.0 萬 | 0.09% | −63−2.2% | 減碼 |
| Coign Capital Advisors LLC | 2,769 | $60.5 萬 | 0.41% | +55+2.0% | 加碼 |
| Wellington Capital Management, Inc. | 2,760 | $60.3 萬 | 0.91% | +2,760 | 新進 |
| 44 Wealth Management LLC | 2,749 | $60.1 萬 | 0.21% | +118+4.5% | 加碼 |
| Chesapeake Asset Management LLC | 2,745 | $60.0 萬 | 0.55% | −133−4.6% | 減碼 |
| Fulcrum Asset Management LLP | 2,741 | $59.9 萬 | 0.17% | +2,741 | 新進 |
| Nomura Holdings Inc | 2,739 | $59.9 萬 | 0.00% | −12,754−82.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,723 | $59.5 萬 | 0.11% | +1,012+59.1% | 加碼 |
| Avalon Trust Co | 2,714 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| Penserra Capital Management LLC | 2,706 | $59.1 萬 | 0.01% | −4,430−62.1% | 減碼 |
| Groupama Asset Managment | 2,704 | $58.7 萬 | 0.01% | −257−8.7% | 減碼 |
| Capital Advisors Inc | 2,667 | $58.3 萬 | 0.01% | +24+0.9% | 加碼 |
| Warther Private Wealth, LLC | 2,650 | $57.9 萬 | 0.15% | −50−1.9% | 減碼 |
| David Loasby | 2,921 | $57.8 萬 | 0.05% | −283−8.8% | 減碼 |
| Amplius Wealth Advisors, LLC | 2,635 | $57.6 萬 | 0.05% | −10−0.4% | 減碼 |
| Boston Research & Management Inc | 2,620 | $57.3 萬 | 0.14% | 00.0% | 不變 |
| Fogel Capital Management, Inc. | 2,614 | $57.2 萬 | 0.30% | +2,614 | 新進 |
| TFB Advisors LLC | 2,590 | $56.6 萬 | 0.15% | +4+0.2% | 加碼 |
| C2C Wealth Management, LLC | 2,580 | $56.4 萬 | 0.51% | 00.0% | 不變 |
| Financial Advocates Investment Management | 2,561 | $56.0 萬 | 0.05% | +369+16.8% | 加碼 |
| Walter & Keenan Financial Consulting Co | 2,552 | $55.8 萬 | 0.16% | +10+0.4% | 加碼 |
| Sigma Planning Corp | 2,529 | $55.3 萬 | 0.02% | +275+12.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 2,510 | $54.9 萬 | 0.08% | +381+17.9% | 加碼 |
| Evernest Financial Advisors, LLC | 2,510 | $54.9 萬 | 0.18% | +336+15.5% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,500 | $54.7 萬 | 0.28% | −3,000−54.5% | 減碼 |
| Broderick Brian C | 2,500 | $54.7 萬 | 0.11% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 2,490 | $54.4 萬 | 0.12% | +106+4.4% | 加碼 |
| Wela Strategies, Inc. | 2,480 | $54.2 萬 | 0.21% | +155+6.7% | 加碼 |
| ARS Investment Partners, LLC | 2,478 | $54.2 萬 | 0.04% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,475 | $54.1 萬 | 0.03% | 00.0% | 不變 |
| LGT Group Foundation | 2,473 | $54.1 萬 | 0.01% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 2,470 | $54.0 萬 | 0.04% | +2,470 | 新進 |
| Spectrum Wealth Advisory Group, LLC | 2,458 | $53.7 萬 | 0.25% | +10.0% | 加碼 |
| IFC Advisors LLC | 2,447 | $53.5 萬 | 0.10% | −71−2.8% | 減碼 |
| Keel Point, LLC | 2,442 | $53.4 萬 | 0.04% | +150+6.5% | 加碼 |
| Aberdeen Wealth Management LLC | 2,436 | $53.3 萬 | 0.35% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 2,434 | $53.2 萬 | 0.04% | −14−0.6% | 減碼 |
| Geneva Partners, LLC | 2,412 | $52.7 萬 | 0.21% | −16,736−87.4% | 減碼 |
| Reliant Investment Management, LLC | 2,411 | $52.7 萬 | 0.23% | −22,493−90.3% | 減碼 |
| Foguth Wealth Management, LLC. | 2,411 | $52.7 萬 | 0.11% | −43−1.8% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,400 | $52.5 萬 | 0.02% | −2,000−45.5% | 減碼 |
| Gsa Capital Partners LLP | 2,398 | $52.4 萬 | 0.04% | +2,398 | 新進 |
| Pallas Capital Advisors LLC | 2,385 | $52.2 萬 | 0.02% | −958−28.7% | 減碼 |
| Eads & Heald Wealth Management | 2,385 | $52.1 萬 | 0.26% | −75−3.0% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 2,413 | $51.9 萬 | 0.36% | +45+1.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,365 | $51.7 萬 | 0.01% | +638+36.9% | 加碼 |
| Powell Investment Advisors, LLC | 2,359 | $51.6 萬 | 0.19% | 00.0% | 不變 |
| Principal Street Partners, LLC | 2,342 | $51.2 萬 | 0.05% | +1,171+100.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 2,340 | $51.2 萬 | 0.30% | +2,340 | 新進 |
| James Hambro & Partners | 2,326 | $50.9 萬 | 0.02% | −485−17.3% | 減碼 |
| Scott Marsh Financial, LLC | 2,324 | $50.8 萬 | 0.19% | +2,324 | 新進 |
| Jarislowsky, Fraser Ltd | 2,323 | $50.8 萬 | 0.00% | +623+36.6% | 加碼 |
| Wealthspire Advisors, LLC | 2,319 | $50.7 萬 | 0.00% | −1,219−34.5% | 減碼 |
| D'Orazio & Associates, Inc. | 2,286 | $50.0 萬 | 0.07% | −60−2.6% | 減碼 |
| Alta Advisers Ltd | 2,278 | $49.8 萬 | 0.18% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 2,251 | $49.2 萬 | 0.01% | −166−6.9% | 減碼 |
| IHT Wealth Management, LLC | 2,251 | $49.2 萬 | 0.01% | −55−2.4% | 減碼 |
| Blueshift Asset Management, LLC | 2,248 | $49.2 萬 | 0.15% | +2,248 | 新進 |
| Berkshire Asset Management LLC | 2,244 | $49.1 萬 | 0.02% | −166−6.9% | 減碼 |
| Intellus Advisors LLC | 2,241 | $49.0 萬 | 0.07% | 00.0% | 不變 |
| Clarkston Capital Partners, LLC | 2,225 | $48.6 萬 | 0.01% | +500+29.0% | 加碼 |
| National Asset Management, Inc. | 2,218 | $48.5 萬 | 0.02% | −2,267−50.5% | 減碼 |
| L2 Asset Management, LLC | 2,207 | $48.3 萬 | 0.08% | +128+6.2% | 加碼 |