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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 2,087 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,059 | $41.5 萬 | 0.01% | −306−12.9% | 減碼 |
| Talisman Wealth Advisors LLC | 2,048 | $41.3 萬 | 0.34% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 2,046 | $41.2 萬 | 0.02% | +420+25.8% | 加碼 |
| Stockman Wealth Management, Inc. | 2,045 | $41.2 萬 | 0.05% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 2,041 | $41.1 萬 | 0.02% | +172+9.2% | 加碼 |
| Kessler Investment Group, LLC | 2,039 | $41.1 萬 | 0.18% | −3−0.1% | 減碼 |
| Merrion Investment Management Co, LLC | 2,031 | $40.9 萬 | 0.23% | 00.0% | 不變 |
| Cynosure Management, LLC | 2,030 | $40.9 萬 | 0.04% | −21−1.0% | 減碼 |
| Nwam LLC | 2,108 | $40.5 萬 | 0.02% | +141+7.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,004 | $40.4 萬 | 0.00% | +76+3.9% | 加碼 |
| D'Orazio & Associates, Inc. | 2,002 | $40.3 萬 | 0.05% | −284−12.4% | 減碼 |
| Kornitzer Capital Management Inc | 2,000 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| Hutchinson Capital Management | 2,000 | $40.3 萬 | 0.07% | 00.0% | 不變 |
| S&CO Inc | 2,000 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| Terril Brothers, Inc. | 1,999 | $40.3 萬 | 0.12% | +920+85.3% | 加碼 |
| Keel Point, LLC | 1,963 | $39.6 萬 | 0.02% | −479−19.6% | 減碼 |
| GEM Asset Management, LLC | 1,938 | $39.5 萬 | 0.19% | +1,938 | 新進 |
| Wallace Capital Management Inc. | 1,960 | $39.5 萬 | 0.05% | 00.0% | 不變 |
| CKW Financial Group | 1,952 | $39.3 萬 | 0.04% | +4+0.2% | 加碼 |
| Gratus Wealth Advisors, LLC | 1,946 | $39.2 萬 | 0.06% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 1,943 | $39.2 萬 | 0.07% | −242−11.1% | 減碼 |
| Northstar Financial Companies, Inc. | 1,940 | $39.1 萬 | 0.36% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 1,930 | $38.9 萬 | 0.02% | +139+7.8% | 加碼 |
| SageView Advisory Group, LLC | 1,928 | $38.9 萬 | 0.01% | +738+62.0% | 加碼 |
| Tower Bridge Advisors | 1,923 | $38.8 萬 | 0.04% | −200−9.4% | 減碼 |
| Acima Private Wealth, LLC | 1,917 | $38.6 萬 | 0.12% | +36+1.9% | 加碼 |
| Modera Wealth Management, LLC | 1,912 | $38.5 萬 | 0.00% | −185−8.8% | 減碼 |
| Stokes Family Office, LLC | 1,910 | $38.5 萬 | 0.04% | +1,910 | 新進 |
| Joel Isaacson & Co., LLC | 1,902 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 1,897 | $38.2 萬 | 0.02% | −13−0.7% | 減碼 |
| FSM Wealth Advisors, LLC | 1,891 | $38.1 萬 | 0.05% | +108+6.1% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 1,883 | $37.9 萬 | 0.09% | +1,883 | 新進 |
| McElhenny Sheffield Capital Management, LLC | 1,869 | $37.7 萬 | 0.09% | −1,028−35.5% | 減碼 |
| Heritage Wealth Management, Inc. | 1,852 | $37.3 萬 | 0.11% | 00.0% | 不變 |
| Clarius Group, LLC | 1,851 | $37.3 萬 | 0.02% | −1,331−41.8% | 減碼 |
| Gilbert & Cook, Inc. | 1,846 | $37.2 萬 | 0.05% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 1,837 | $37.0 萬 | 0.06% | +1,837 | 新進 |
| Fukoku Mutual Life Insurance Co | 1,837 | $37.0 萬 | 0.02% | −148−7.5% | 減碼 |
| Catalyst Financial Partners LLC | 1,830 | $36.9 萬 | 0.04% | −67−3.5% | 減碼 |
| AGH Wealth Advisors, LLC | 1,829 | $36.9 萬 | 0.27% | −7−0.4% | 減碼 |
| Opus Capital Group, LLC | 1,824 | $36.8 萬 | 0.04% | −102−5.3% | 減碼 |
| Optas, LLC | 1,823 | $36.7 萬 | 0.06% | −175−8.8% | 減碼 |
| Savvy Advisors, Inc. | 1,821 | $36.7 萬 | 0.02% | −217−10.6% | 減碼 |
| Dillon & Associates Inc | 1,817 | $36.7 萬 | 0.05% | 00.0% | 不變 |
| LeClair Wealth Partners LLC | 1,820 | $36.7 萬 | 0.23% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 1,997 | $36.5 萬 | 0.01% | +214+12.0% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,809 | $36.5 萬 | 0.02% | −4−0.2% | 減碼 |
| Journey Advisory Group, LLC | 1,800 | $36.3 萬 | 0.03% | +100+5.9% | 加碼 |
| Private Wealth Asset Management, LLC | 1,798 | $36.2 萬 | 0.04% | +130+7.8% | 加碼 |
| Financial Management Professionals, Inc. | 1,797 | $36.2 萬 | 0.04% | −44−2.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,779 | $35.9 萬 | 0.01% | +34+1.9% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,778 | $35.8 萬 | 0.09% | +1+0.1% | 加碼 |
| New Hampshire Trust | 1,778 | $35.8 萬 | 0.07% | 00.0% | 不變 |
| Mayport, LLC | 1,774 | $35.7 萬 | 0.08% | +1+0.1% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 1,767 | $35.6 萬 | 0.02% | 00.0% | 不變 |
| Summit Asset Management, LLC | 1,756 | $35.4 萬 | 0.05% | +1,756 | 新進 |
| Norris Perne & French LLP | 1,756 | $35.4 萬 | 0.02% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 1,750 | $35.3 萬 | 0.04% | +1,750 | 新進 |
| Ewa, LLC | 1,738 | $35.0 萬 | 0.10% | −50−2.8% | 減碼 |
| Lockerman Financial Group, Inc. | 1,735 | $35.0 萬 | 0.44% | +117+7.2% | 加碼 |
| Boothbay Fund Management, LLC | 1,731 | $34.9 萬 | 0.01% | −2,063−54.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,730 | $34.9 萬 | 0.01% | −163−8.6% | 減碼 |
| Umpqua Bank | 1,699 | $34.6 萬 | 0.10% | −27−1.6% | 減碼 |
| MCF Advisors LLC | 1,718 | $34.6 萬 | 0.02% | +12+0.7% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,715 | $34.6 萬 | 0.07% | −72−4.0% | 減碼 |
| Wealthspire Advisors, LLC | 1,715 | $34.6 萬 | 0.00% | −604−26.0% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,710 | $34.5 萬 | 0.01% | +2+0.1% | 加碼 |
| Willow Creek Wealth Management Inc. | 1,708 | $34.4 萬 | 0.03% | −146−7.9% | 減碼 |
| GeoWealth Management, LLC | 1,705 | $34.4 萬 | 0.01% | +125+7.9% | 加碼 |
| Investment Partners, Ltd. | 1,704 | $34.3 萬 | 0.12% | +8+0.5% | 加碼 |
| PFG Investments, LLC | 1,702 | $34.3 萬 | 0.02% | −52−3.0% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 1,685 | $34.0 萬 | 0.02% | −25−1.5% | 減碼 |
| Citizens Business Bank | 890 | $34.0 萬 | 0.06% | 00.0% | 不變 |
| StoneX Group Inc. | 1,682 | $33.9 萬 | 0.01% | +314+23.0% | 加碼 |
| Sivia Capital Partners, LLC | 1,680 | $33.9 萬 | 0.10% | +510+43.6% | 加碼 |
| Meridian Wealth Advisors, LLC | 1,679 | $33.8 萬 | 0.05% | +29+1.8% | 加碼 |
| TFB Advisors LLC | 1,624 | $33.6 萬 | 0.10% | −966−37.3% | 減碼 |
| Mather Group, LLC. | 1,661 | $33.5 萬 | 0.00% | −470−22.1% | 減碼 |
| TFR Capital, LLC. | 1,651 | $33.3 萬 | 0.11% | −206−11.1% | 減碼 |
| Tritonpoint Wealth, LLC | 1,647 | $33.2 萬 | 0.03% | −84−4.9% | 減碼 |
| RVW Wealth, LLC | 1,644 | $33.1 萬 | 0.03% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 1,610 | $33.0 萬 | 0.03% | −103−6.0% | 減碼 |
| Middleton & Co Inc | 1,635 | $33.0 萬 | 0.04% | +1,635 | 新進 |
| Main Street Financial Solutions, LLC | 1,634 | $32.9 萬 | 0.02% | +659+67.6% | 加碼 |
| Bellwether Advisors, LLC | 1,633 | $32.9 萬 | 0.05% | +20+1.2% | 加碼 |
| Continuum Advisory, LLC | 1,629 | $32.8 萬 | 0.03% | −2,576−61.3% | 減碼 |
| Tradewinds, LLC. | 1,617 | $32.6 萬 | 0.08% | +1,617 | 新進 |
| Hall Laurie J Trustee | 1,610 | $32.4 萬 | 0.11% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $32.4 萬 | 0.16% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $32.4 萬 | 0.12% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,607 | $32.4 萬 | 0.13% | −533−24.9% | 減碼 |
| Genesis Private Wealth, LLC | 1,606 | $32.4 萬 | 0.14% | +295+22.5% | 加碼 |
| Rehmann Capital Advisory Group | 1,598 | $32.2 萬 | 0.02% | −25−1.5% | 減碼 |
| Fisher Asset Management, LLC | 1,597 | $32.2 萬 | 0.00% | −121−7.0% | 減碼 |
| TCI Wealth Advisors, Inc. | 1,595 | $32.1 萬 | 0.02% | +6+0.4% | 加碼 |
| Global Endowment Management, LP | 1,592 | $32.1 萬 | 0.04% | +497+45.4% | 加碼 |
| Litman Gregory Asset Management LLC | 1,589 | $32.0 萬 | 0.02% | 00.0% | 不變 |
| Old National Bancorp | 1,585 | $31.9 萬 | 0.01% | +202+14.6% | 加碼 |
| Carret Asset Management, LLC | 1,580 | $31.8 萬 | 0.03% | 00.0% | 不變 |