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 3 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2025/9/30 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
- 1,576
- 較 2025 年第 2 季 −6 家
- 持有股數
- 4.33 億
- 較 2025 年第 2 季 −865.0 萬 (−2.0%)
- 總市值
- $871.7 億
- 較 2025 年第 2 季 −$87.2 億 (−9.1%)
- 新進機構
- 147
- 另有 561 家加碼
- 清倉機構
- 153
- 另有 607 家減碼
另有 28 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 3,462 | $69.8 萬 | 0.01% | −204−5.6% | 減碼 |
| Noesis Capital Mangement Corp | 3,500 | $70.5 萬 | 0.11% | 00.0% | 不變 |
| Delta Investment Management, LLC | 3,503 | $70.6 萬 | 0.13% | +517+17.3% | 加碼 |
| Essex Financial Services, Inc. | 3,574 | $72.0 萬 | 0.04% | −2,874−44.6% | 減碼 |
| Vista Investment Partners LLC | 3,600 | $72.6 萬 | 0.20% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,601 | $72.6 萬 | 0.11% | +382+11.9% | 加碼 |
| Contravisory Investment Management, Inc. | 3,603 | $72.6 萬 | 0.14% | −28−0.8% | 減碼 |
| Nicolet Bankshares Inc | 3,605 | $72.7 萬 | 0.12% | −107−2.9% | 減碼 |
| Atomi Financial Group, Inc. | 3,610 | $72.8 萬 | 0.02% | +410+12.8% | 加碼 |
| Westpac Banking Corp | 3,614 | $72.8 萬 | 0.05% | 00.0% | 不變 |
| David Loasby | 3,587 | $73.1 萬 | 0.06% | +666+22.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,631 | $73.2 萬 | 0.18% | −1,680−31.6% | 減碼 |
| Advance Capital Management, Inc. | 3,638 | $73.3 萬 | 0.03% | −768−17.4% | 減碼 |
| Empower Advisory Group, LLC | 3,639 | $73.3 萬 | 0.00% | −58−1.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,640 | $73.3 萬 | 0.09% | −165−4.3% | 減碼 |
| Ashton Thomas Securities, LLC | 3,663 | $73.6 萬 | 0.10% | +63+1.8% | 加碼 |
| Manchester Capital Management LLC | 3,657 | $73.7 萬 | 0.10% | −1,214−24.9% | 減碼 |
| Weiss Asset Management LP | 3,658 | $73.7 萬 | 0.01% | +3,658 | 新進 |
| Shira Ridge Wealth Management | 3,669 | $73.9 萬 | 0.31% | +3+0.1% | 加碼 |
| Pallas Capital Advisors LLC | 3,679 | $74.1 萬 | 0.03% | +1,294+54.3% | 加碼 |
| Qtron Investments LLC | 3,706 | $74.7 萬 | 0.09% | −5,164−58.2% | 減碼 |
| Allred Capital Management, LLC | 3,710 | $74.8 萬 | 0.26% | −31−0.8% | 減碼 |
| Aaron Wealth Advisors | 3,718 | $74.9 萬 | 0.05% | +498+15.5% | 加碼 |
| Net Worth Advisory Group | 3,756 | $75.7 萬 | 0.22% | −88−2.3% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 3,761 | $75.8 萬 | 0.13% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 3,763 | $75.8 萬 | 0.02% | +387+11.5% | 加碼 |
| Sage Mountain Advisors LLC | 3,773 | $76.0 萬 | 0.04% | −576−13.2% | 減碼 |
| Level Four Advisory Services, LLC | 3,783 | $76.2 萬 | 0.03% | +301+8.6% | 加碼 |
| Equitable Holdings, Inc. | 3,786 | $76.3 萬 | 0.01% | +291+8.3% | 加碼 |
| Howard Capital Management Inc. | 3,793 | $76.4 萬 | 0.01% | +104+2.8% | 加碼 |
| Matauro, LLC | 3,808 | $76.7 萬 | 0.12% | −930−19.6% | 減碼 |
| Aries Wealth Management | 3,833 | $77.2 萬 | 0.18% | −4−0.1% | 減碼 |
| SWMG, LLC | 4,114 | $77.4 萬 | 0.23% | +1,064+34.9% | 加碼 |
| Legacy Advisors, LLC | 3,851 | $77.6 萬 | 0.10% | +3,851 | 新進 |
| Parisi Gray Wealth Management | 3,882 | $78.2 萬 | 0.20% | 00.0% | 不變 |
| TrueMark Investments, LLC | 3,912 | $78.8 萬 | 0.14% | +2,060+111.2% | 加碼 |
| AMG National Trust Bank | 3,919 | $79.0 萬 | 0.02% | −146−3.6% | 減碼 |
| Caldwell Trust Co | 3,927 | $79.1 萬 | 0.07% | +311+8.6% | 加碼 |
| Kondo Wealth Advisors, Inc. | 3,931 | $79.2 萬 | 0.32% | −44−1.1% | 減碼 |
| Essex Investment Management Co LLC | 3,933 | $79.3 萬 | 0.12% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 3,938 | $79.4 萬 | 0.06% | −153−3.7% | 減碼 |
| VeraBank, N.A. | 3,945 | $79.5 萬 | 0.15% | −200−4.8% | 減碼 |
| SFMG, LLC | 3,951 | $79.6 萬 | 0.06% | −10.0% | 減碼 |
| Novem Group | 3,952 | $79.6 萬 | 0.09% | +187+5.0% | 加碼 |
| James Hambro & Partners | 3,953 | $79.7 萬 | 0.03% | +1,627+69.9% | 加碼 |
| Mma Asset Management LLC | 4,013 | $80.9 萬 | 0.27% | +113+2.9% | 加碼 |
| Wingate Wealth Advisors, Inc. | 4,040 | $81.4 萬 | 0.56% | +18+0.4% | 加碼 |
| Armis Advisers, LLC | 4,487 | $82.1 萬 | 0.08% | −393−8.1% | 減碼 |
| Bayesian Capital Management, LP | 4,100 | $82.6 萬 | 0.17% | +4,100 | 新進 |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,127 | $83.2 萬 | 0.06% | −933−18.4% | 減碼 |
| Mutual Advisors, LLC | 4,425 | $83.2 萬 | 0.02% | +738+20.0% | 加碼 |
| Integrated Wealth Concepts LLC | 4,148 | $83.6 萬 | 0.01% | +968+30.4% | 加碼 |
| PUREfi Wealth, LLC | 4,155 | $83.7 萬 | 0.64% | +249+6.4% | 加碼 |
| Massmutual Trust Co FSB | 4,160 | $83.8 萬 | 0.02% | +43+1.0% | 加碼 |
| Mattern Capital Management, LLC | 4,164 | $83.9 萬 | 0.10% | +862+26.1% | 加碼 |
| PDS Planning, Inc | 4,171 | $84.1 萬 | 0.06% | −518−11.0% | 減碼 |
| GM Advisory Group, Inc. | 4,178 | $84.2 萬 | 0.04% | −36−0.9% | 減碼 |
| Marshall Financial Group LLC | 4,231 | $85.3 萬 | 0.17% | +287+7.3% | 加碼 |
| KG&L Capital Management,LLC | 4,239 | $85.4 萬 | 0.23% | +4,239 | 新進 |
| LGT Fund Management Co Ltd. | 4,264 | $85.8 萬 | 0.07% | +710+20.0% | 加碼 |
| Forum Financial Management, LP | 4,278 | $86.2 萬 | 0.01% | +686+19.1% | 加碼 |
| Western Wealth Management, LLC | 4,291 | $86.5 萬 | 0.05% | −85−1.9% | 減碼 |
| Trust Co of Toledo NA | 4,296 | $86.6 萬 | 0.09% | −87−2.0% | 減碼 |
| Cito Capital Group, LLC | 4,300 | $86.7 萬 | 0.25% | 00.0% | 不變 |
| Tower Trust & Investment Co | 4,313 | $86.9 萬 | 0.59% | −24−0.6% | 減碼 |
| Longfellow Investment Management Co LLC | 4,378 | $88.2 萬 | 0.21% | +4,361+25,652.9% | 加碼 |
| Connecticut Wealth Management, LLC | 4,385 | $88.4 萬 | 0.04% | −164−3.6% | 減碼 |
| BAM Wealth Management, LLC | 4,428 | $89.2 萬 | 0.69% | +4,428 | 新進 |
| Pitcairn Co | 4,435 | $89.4 萬 | 0.07% | −5,806−56.7% | 減碼 |
| Sowell Financial Services LLC | 4,473 | $90.1 萬 | 0.03% | −195−4.2% | 減碼 |
| Rossby Financial, LCC | 4,489 | $90.4 萬 | 0.30% | +340+8.2% | 加碼 |
| TBH Global Asset Management, LLC | 4,491 | $90.5 萬 | 0.18% | +990+28.3% | 加碼 |
| AlphaCore Capital LLC | 4,494 | $90.6 萬 | 0.03% | −617−12.1% | 減碼 |
| D.A. Davidson & Co. | 4,514 | $91.0 萬 | 0.01% | +54+1.2% | 加碼 |
| Midwest Trust Co | 4,517 | $91.0 萬 | 0.01% | +501+12.5% | 加碼 |
| Boltwood Capital Management | 4,527 | $91.2 萬 | 0.24% | −40−0.9% | 減碼 |
| Bridgewater Advisors Inc. | 5,194 | $91.6 萬 | 0.06% | +45+0.9% | 加碼 |
| Venturi Wealth Management, LLC | 4,606 | $92.8 萬 | 0.04% | −2,637−36.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,607 | $92.8 萬 | 0.05% | +913+24.7% | 加碼 |
| Charter Trust Co | 4,621 | $93.1 萬 | 0.06% | −282−5.8% | 減碼 |
| Quadrant Private Wealth Management, LLC | 4,645 | $93.6 萬 | 0.17% | +89+2.0% | 加碼 |
| Murphy Pohlad Asset Management LLC | 4,645 | $93.6 萬 | 0.37% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 4,651 | $93.7 萬 | 0.01% | +635+15.8% | 加碼 |
| Atlantic Union Bankshares Corp | 4,672 | $94.2 萬 | 0.02% | +314+7.2% | 加碼 |
| Cascade Financial Partners, LLC | 4,676 | $94.2 萬 | 0.11% | 00.0% | 不變 |
| Beck Bode, LLC | 4,689 | $94.5 萬 | 0.15% | −13−0.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 4,706 | $94.8 萬 | 0.16% | 00.0% | 不變 |
| First National Trust Co | 4,711 | $94.9 萬 | 0.03% | −2,504−34.7% | 減碼 |
| Fjell Capital, LLC | 4,755 | $95.8 萬 | 0.84% | +76+1.6% | 加碼 |
| Cigna Investments Inc | 4,764 | $96.0 萬 | 0.14% | −90−1.9% | 減碼 |
| Independent Advisor Alliance | 4,776 | $96.3 萬 | 0.03% | −133−2.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,783 | $96.4 萬 | 0.40% | +870+22.2% | 加碼 |
| Diversify Advisory Services, LLC | 5,457 | $96.7 萬 | 0.03% | −939−14.7% | 減碼 |
| Canandaigua National Bank & Trust Co | 4,838 | $97.5 萬 | 0.09% | −4−0.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,848 | $97.7 萬 | 0.03% | −168−3.3% | 減碼 |
| Parsonex Advisory Services, Inc. | 4,874 | $98.2 萬 | 0.67% | +39+0.8% | 加碼 |
| WBI Investments | 4,882 | $98.4 萬 | 0.25% | +4,882 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 4,886 | $98.5 萬 | 0.08% | +215+4.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,915 | $99.1 萬 | 0.07% | +298+6.5% | 加碼 |
| Chilton Investment Co LLC | 4,934 | $99.4 萬 | 0.02% | +1,694+52.3% | 加碼 |