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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 4,527 | $91.2 萬 | 0.24% | −40−0.9% | 減碼 |
| Midwest Trust Co | 4,517 | $91.0 萬 | 0.01% | +501+12.5% | 加碼 |
| D.A. Davidson & Co. | 4,514 | $91.0 萬 | 0.01% | +54+1.2% | 加碼 |
| AlphaCore Capital LLC | 4,494 | $90.6 萬 | 0.03% | −617−12.1% | 減碼 |
| TBH Global Asset Management, LLC | 4,491 | $90.5 萬 | 0.18% | +990+28.3% | 加碼 |
| Rossby Financial, LCC | 4,489 | $90.4 萬 | 0.30% | +340+8.2% | 加碼 |
| Sowell Financial Services LLC | 4,473 | $90.1 萬 | 0.03% | −195−4.2% | 減碼 |
| Pitcairn Co | 4,435 | $89.4 萬 | 0.07% | −5,806−56.7% | 減碼 |
| BAM Wealth Management, LLC | 4,428 | $89.2 萬 | 0.69% | +4,428 | 新進 |
| Connecticut Wealth Management, LLC | 4,385 | $88.4 萬 | 0.04% | −164−3.6% | 減碼 |
| Longfellow Investment Management Co LLC | 4,378 | $88.2 萬 | 0.21% | +4,361+25,652.9% | 加碼 |
| Tower Trust & Investment Co | 4,313 | $86.9 萬 | 0.59% | −24−0.6% | 減碼 |
| Cito Capital Group, LLC | 4,300 | $86.7 萬 | 0.25% | 00.0% | 不變 |
| Trust Co of Toledo NA | 4,296 | $86.6 萬 | 0.09% | −87−2.0% | 減碼 |
| Western Wealth Management, LLC | 4,291 | $86.5 萬 | 0.05% | −85−1.9% | 減碼 |
| Forum Financial Management, LP | 4,278 | $86.2 萬 | 0.01% | +686+19.1% | 加碼 |
| LGT Fund Management Co Ltd. | 4,264 | $85.8 萬 | 0.07% | +710+20.0% | 加碼 |
| KG&L Capital Management,LLC | 4,239 | $85.4 萬 | 0.23% | +4,239 | 新進 |
| Marshall Financial Group LLC | 4,231 | $85.3 萬 | 0.17% | +287+7.3% | 加碼 |
| GM Advisory Group, Inc. | 4,178 | $84.2 萬 | 0.04% | −36−0.9% | 減碼 |
| PDS Planning, Inc | 4,171 | $84.1 萬 | 0.06% | −518−11.0% | 減碼 |
| Mattern Capital Management, LLC | 4,164 | $83.9 萬 | 0.10% | +862+26.1% | 加碼 |
| Massmutual Trust Co FSB | 4,160 | $83.8 萬 | 0.02% | +43+1.0% | 加碼 |
| PUREfi Wealth, LLC | 4,155 | $83.7 萬 | 0.64% | +249+6.4% | 加碼 |
| Integrated Wealth Concepts LLC | 4,148 | $83.6 萬 | 0.01% | +968+30.4% | 加碼 |
| Mutual Advisors, LLC | 4,425 | $83.2 萬 | 0.02% | +738+20.0% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,127 | $83.2 萬 | 0.06% | −933−18.4% | 減碼 |
| Bayesian Capital Management, LP | 4,100 | $82.6 萬 | 0.17% | +4,100 | 新進 |
| Armis Advisers, LLC | 4,487 | $82.1 萬 | 0.08% | −393−8.1% | 減碼 |
| Wingate Wealth Advisors, Inc. | 4,040 | $81.4 萬 | 0.56% | +18+0.4% | 加碼 |
| Mma Asset Management LLC | 4,013 | $80.9 萬 | 0.27% | +113+2.9% | 加碼 |
| James Hambro & Partners | 3,953 | $79.7 萬 | 0.03% | +1,627+69.9% | 加碼 |
| Novem Group | 3,952 | $79.6 萬 | 0.09% | +187+5.0% | 加碼 |
| SFMG, LLC | 3,951 | $79.6 萬 | 0.06% | −10.0% | 減碼 |
| VeraBank, N.A. | 3,945 | $79.5 萬 | 0.15% | −200−4.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 3,938 | $79.4 萬 | 0.06% | −153−3.7% | 減碼 |
| Essex Investment Management Co LLC | 3,933 | $79.3 萬 | 0.12% | 00.0% | 不變 |
| Kondo Wealth Advisors, Inc. | 3,931 | $79.2 萬 | 0.32% | −44−1.1% | 減碼 |
| Caldwell Trust Co | 3,927 | $79.1 萬 | 0.07% | +311+8.6% | 加碼 |
| AMG National Trust Bank | 3,919 | $79.0 萬 | 0.02% | −146−3.6% | 減碼 |
| TrueMark Investments, LLC | 3,912 | $78.8 萬 | 0.14% | +2,060+111.2% | 加碼 |
| Parisi Gray Wealth Management | 3,882 | $78.2 萬 | 0.20% | 00.0% | 不變 |
| Legacy Advisors, LLC | 3,851 | $77.6 萬 | 0.10% | +3,851 | 新進 |
| SWMG, LLC | 4,114 | $77.4 萬 | 0.23% | +1,064+34.9% | 加碼 |
| Aries Wealth Management | 3,833 | $77.2 萬 | 0.18% | −4−0.1% | 減碼 |
| Matauro, LLC | 3,808 | $76.7 萬 | 0.12% | −930−19.6% | 減碼 |
| Howard Capital Management Inc. | 3,793 | $76.4 萬 | 0.01% | +104+2.8% | 加碼 |
| Equitable Holdings, Inc. | 3,786 | $76.3 萬 | 0.01% | +291+8.3% | 加碼 |
| Level Four Advisory Services, LLC | 3,783 | $76.2 萬 | 0.03% | +301+8.6% | 加碼 |
| Sage Mountain Advisors LLC | 3,773 | $76.0 萬 | 0.04% | −576−13.2% | 減碼 |
| Quotient Wealth Partners, LLC | 3,763 | $75.8 萬 | 0.02% | +387+11.5% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,761 | $75.8 萬 | 0.13% | 00.0% | 不變 |
| Net Worth Advisory Group | 3,756 | $75.7 萬 | 0.22% | −88−2.3% | 減碼 |
| Aaron Wealth Advisors | 3,718 | $74.9 萬 | 0.05% | +498+15.5% | 加碼 |
| Allred Capital Management, LLC | 3,710 | $74.8 萬 | 0.26% | −31−0.8% | 減碼 |
| Qtron Investments LLC | 3,706 | $74.7 萬 | 0.09% | −5,164−58.2% | 減碼 |
| Pallas Capital Advisors LLC | 3,679 | $74.1 萬 | 0.03% | +1,294+54.3% | 加碼 |
| Shira Ridge Wealth Management | 3,669 | $73.9 萬 | 0.31% | +3+0.1% | 加碼 |
| Weiss Asset Management LP | 3,658 | $73.7 萬 | 0.01% | +3,658 | 新進 |
| Manchester Capital Management LLC | 3,657 | $73.7 萬 | 0.10% | −1,214−24.9% | 減碼 |
| Ashton Thomas Securities, LLC | 3,663 | $73.6 萬 | 0.10% | +63+1.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,640 | $73.3 萬 | 0.09% | −165−4.3% | 減碼 |
| Empower Advisory Group, LLC | 3,639 | $73.3 萬 | 0.00% | −58−1.6% | 減碼 |
| Advance Capital Management, Inc. | 3,638 | $73.3 萬 | 0.03% | −768−17.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,631 | $73.2 萬 | 0.18% | −1,680−31.6% | 減碼 |
| David Loasby | 3,587 | $73.1 萬 | 0.06% | +666+22.8% | 加碼 |
| Westpac Banking Corp | 3,614 | $72.8 萬 | 0.05% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,610 | $72.8 萬 | 0.02% | +410+12.8% | 加碼 |
| Nicolet Bankshares Inc | 3,605 | $72.7 萬 | 0.12% | −107−2.9% | 減碼 |
| Contravisory Investment Management, Inc. | 3,603 | $72.6 萬 | 0.14% | −28−0.8% | 減碼 |
| Thrive Wealth Management, LLC | 3,601 | $72.6 萬 | 0.11% | +382+11.9% | 加碼 |
| Vista Investment Partners LLC | 3,600 | $72.6 萬 | 0.20% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 3,574 | $72.0 萬 | 0.04% | −2,874−44.6% | 減碼 |
| Delta Investment Management, LLC | 3,503 | $70.6 萬 | 0.13% | +517+17.3% | 加碼 |
| Noesis Capital Mangement Corp | 3,500 | $70.5 萬 | 0.11% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 3,462 | $69.8 萬 | 0.01% | −204−5.6% | 減碼 |
| Strategic Blueprint, LLC | 3,453 | $69.6 萬 | 0.03% | +33+1.0% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 3,402 | $68.6 萬 | 0.06% | +1,313+62.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,339 | $68.1 萬 | 0.02% | +1,446+76.4% | 加碼 |
| Buckley Wealth Management, LLC | 3,375 | $68.0 萬 | 0.19% | −104−3.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $67.2 萬 | 0.03% | 00.0% | 不變 |
| Fulton Bank, N.A. | 3,270 | $65.9 萬 | 0.02% | −125−3.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,259 | $65.7 萬 | 0.01% | −45−1.4% | 減碼 |
| Schear Investment Advisers, LLC | 3,256 | $65.6 萬 | 0.29% | −65−2.0% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $65.4 萬 | 0.07% | 00.0% | 不變 |
| Waller Financial Planning Group, Inc | 3,239 | $65.3 萬 | 0.15% | +14+0.4% | 加碼 |
| Parvin Asset Management, LLC | 3,230 | $65.1 萬 | 0.58% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 3,222 | $64.9 萬 | 0.01% | +96+3.1% | 加碼 |
| Permanent Capital Management, LP | 3,220 | $64.9 萬 | 0.12% | +3,220 | 新進 |
| Gryphon Financial Partners LLC | 3,204 | $64.6 萬 | 0.07% | +217+7.3% | 加碼 |
| Duncker Streett & Co Inc | 3,200 | $64.5 萬 | 0.11% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 3,182 | $64.1 萬 | 0.10% | +391+14.0% | 加碼 |
| Portland Global Advisors LLC | 3,165 | $63.8 萬 | 0.07% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,150 | $63.5 萬 | 0.08% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 3,147 | $63.4 萬 | 0.37% | −55−1.7% | 減碼 |
| Missouri Trust & Investment Co | 3,140 | $63.3 萬 | 0.19% | −115−3.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,137 | $63.2 萬 | 0.04% | −258−7.6% | 減碼 |
| Coign Capital Advisors LLC | 3,102 | $62.5 萬 | 0.34% | +333+12.0% | 加碼 |
| Vicus Capital | 3,092 | $62.3 萬 | 0.05% | +43+1.4% | 加碼 |
| White Pine Investment CO | 3,093 | $62.3 萬 | 0.15% | −148−4.6% | 減碼 |