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 4 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2025/12/31 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
- 1,594
- 較 2025 年第 3 季 +51 家
- 持有股數
- 4.36 億
- 較 2025 年第 3 季 +370.1 萬 (+0.9%)
- 總市值
- $808.6 億
- 較 2025 年第 3 季 −$61.8 億 (−7.1%)
- 新進機構
- 219
- 另有 527 家加碼
- 清倉機構
- 168
- 另有 644 家減碼
另有 33 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parvin Asset Management, LLC | 3,230 | $59.9 萬 | 0.48% | 00.0% | 不變 |
| Permanent Capital Management, LP | 3,236 | $60.0 萬 | 0.12% | +16+0.5% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $60.2 萬 | 0.05% | 00.0% | 不變 |
| Waller Financial Planning Group, Inc | 3,255 | $60.4 萬 | 0.13% | +16+0.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,283 | $60.9 萬 | 0.15% | +525+19.0% | 加碼 |
| Buckley Wealth Management, LLC | 3,329 | $61.8 萬 | 0.16% | −46−1.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $61.9 萬 | 0.02% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 3,370 | $62.5 萬 | 0.07% | +660+24.4% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 3,376 | $62.6 萬 | 0.10% | −1,330−28.3% | 減碼 |
| PUREfi Wealth, LLC | 3,379 | $62.7 萬 | 0.48% | −776−18.7% | 減碼 |
| Verdence Capital Advisors LLC | 3,390 | $62.9 萬 | 0.04% | −2,939−46.4% | 減碼 |
| PCM Encore, LLC | 3,425 | $63.5 萬 | 0.14% | +3,425 | 新進 |
| Strategic Blueprint, LLC | 3,434 | $63.7 萬 | 0.04% | −19−0.6% | 減碼 |
| AlphaCore Capital LLC | 3,443 | $63.9 萬 | 0.01% | −1,051−23.4% | 減碼 |
| Ofi Invest Asset Management | 3,673 | $64.5 萬 | 0.01% | +2,454+201.3% | 加碼 |
| Noesis Capital Mangement Corp | 3,500 | $64.9 萬 | 0.09% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,503 | $65.0 萬 | 0.01% | −645−15.5% | 減碼 |
| Sylvest Advisors, LLC | 3,504 | $65.0 萬 | 0.35% | +3,504 | 新進 |
| LGT Fund Management Co Ltd. | 3,480 | $65.2 萬 | 0.05% | −784−18.4% | 減碼 |
| Qtron Investments LLC | 3,524 | $65.4 萬 | 0.08% | −182−4.9% | 減碼 |
| Caldwell Trust Co | 3,531 | $65.5 萬 | 0.06% | −396−10.1% | 減碼 |
| SWMG, LLC | 3,547 | $65.6 萬 | 0.18% | −567−13.8% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $65.7 萬 | 0.04% | +3,500 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,541 | $65.7 萬 | 0.16% | −90−2.5% | 減碼 |
| Kathmere Capital Management, LLC | 3,541 | $65.7 萬 | 0.04% | −1,647−31.7% | 減碼 |
| Vista Investment Partners LLC | 3,600 | $66.8 萬 | 0.18% | 00.0% | 不變 |
| Westpac Banking Corp | 3,614 | $67.0 萬 | 0.04% | 00.0% | 不變 |
| Delta Investment Management, LLC | 3,622 | $67.2 萬 | 0.12% | +119+3.4% | 加碼 |
| Shira Ridge Wealth Management | 3,641 | $67.5 萬 | 0.27% | −28−0.8% | 減碼 |
| Advance Capital Management, Inc. | 3,643 | $67.6 萬 | 0.03% | +5+0.1% | 加碼 |
| Fulton Bank, N.A. | 3,647 | $67.7 萬 | 0.02% | +377+11.5% | 加碼 |
| Gryphon Financial Partners LLC | 3,650 | $67.7 萬 | 0.07% | +446+13.9% | 加碼 |
| Rothschild Investment LLC | 3,662 | $67.9 萬 | 0.04% | +1,557+74.0% | 加碼 |
| Allred Capital Management, LLC | 3,664 | $68.0 萬 | 0.25% | −46−1.2% | 減碼 |
| Persium Advisors, LLC | 3,697 | $68.6 萬 | 0.50% | +3,697 | 新進 |
| Manchester Capital Management LLC | 3,702 | $68.7 萬 | 0.09% | +45+1.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,734 | $69.3 萬 | 0.07% | +94+2.6% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 3,749 | $69.6 萬 | 0.12% | −12−0.3% | 減碼 |
| Summit Global Investments | 3,799 | $70.5 萬 | 0.04% | −7,626−66.7% | 減碼 |
| Sowell Financial Services LLC | 3,805 | $70.6 萬 | 0.03% | −668−14.9% | 減碼 |
| VeraBank, N.A. | 3,810 | $70.7 萬 | 0.13% | −135−3.4% | 減碼 |
| Independent Advisor Alliance | 3,810 | $70.7 萬 | 0.02% | −966−20.2% | 減碼 |
| Aries Wealth Management | 3,829 | $71.0 萬 | 0.16% | −4−0.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 3,852 | $71.5 萬 | 0.05% | −86−2.2% | 減碼 |
| David Loasby | 3,868 | $71.8 萬 | 0.05% | +281+7.8% | 加碼 |
| Parisi Gray Wealth Management | 3,882 | $72.0 萬 | 0.16% | 00.0% | 不變 |
| PDS Planning, Inc | 3,897 | $72.3 萬 | 0.05% | −274−6.6% | 減碼 |
| Essex Investment Management Co LLC | 3,899 | $72.3 萬 | 0.11% | −34−0.9% | 減碼 |
| Kondo Wealth Advisors, Inc. | 3,902 | $72.4 萬 | 0.28% | −29−0.7% | 減碼 |
| First National Trust Co | 3,912 | $72.6 萬 | 0.02% | −799−17.0% | 減碼 |
| James Hambro & Partners | 3,928 | $72.9 萬 | 0.03% | −25−0.6% | 減碼 |
| Mutual Advisors, LLC | 3,944 | $73.2 萬 | 0.02% | −481−10.9% | 減碼 |
| Signet Private Wealth LLC | 3,945 | $73.2 萬 | 0.70% | +3,945 | 新進 |
| SFMG, LLC | 3,983 | $73.9 萬 | 0.05% | +32+0.8% | 加碼 |
| Tobam | 3,989 | $74.0 萬 | 0.18% | +3,977+33,141.7% | 加碼 |
| Howard Capital Management Inc. | 3,989 | $74.0 萬 | 0.01% | +196+5.2% | 加碼 |
| Empower Advisory Group, LLC | 4,008 | $74.4 萬 | 0.00% | +369+10.1% | 加碼 |
| Wingate Wealth Advisors, Inc. | 4,040 | $75.0 萬 | 0.42% | 00.0% | 不變 |
| Aaron Wealth Advisors | 4,040 | $75.0 萬 | 0.04% | +322+8.7% | 加碼 |
| Alerus Financial NA | 4,054 | $75.2 萬 | 0.04% | −11,334−73.7% | 減碼 |
| Farringdon Capital, Ltd. | 4,070 | $75.5 萬 | 0.19% | +4,070 | 新進 |
| Level Four Advisory Services, LLC | 4,070 | $75.5 萬 | 0.02% | +287+7.6% | 加碼 |
| Mma Asset Management LLC | 4,083 | $75.7 萬 | 0.27% | +70+1.7% | 加碼 |
| Marshall Financial Group LLC | 4,094 | $76.0 萬 | 0.15% | −137−3.2% | 減碼 |
| Chicago Partners Investment Group LLC | 4,159 | $76.2 萬 | 0.02% | +2,162+108.3% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,127 | $76.6 萬 | 0.05% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 4,129 | $76.6 萬 | 0.04% | −478−10.4% | 減碼 |
| Connecticut Wealth Management, LLC | 4,145 | $76.9 萬 | 0.03% | −240−5.5% | 減碼 |
| GM Advisory Group, Inc. | 4,145 | $76.9 萬 | 0.03% | −33−0.8% | 減碼 |
| Midwest Trust Co | 4,162 | $77.2 萬 | 0.01% | −355−7.9% | 減碼 |
| Tower Trust & Investment Co | 4,168 | $77.3 萬 | 0.49% | −145−3.4% | 減碼 |
| Net Worth Advisory Group | 4,195 | $77.8 萬 | 0.16% | +439+11.7% | 加碼 |
| Regal Investment Advisors LLC | 4,236 | $78.6 萬 | 0.05% | +4,236 | 新進 |
| 111 Capital | 4,244 | $78.7 萬 | 0.17% | +2,798+193.5% | 加碼 |
| Prospera Financial Services Inc | 4,272 | $79.3 萬 | 0.01% | −8,271−65.9% | 減碼 |
| Western Wealth Management, LLC | 4,295 | $79.7 萬 | 0.04% | +4+0.1% | 加碼 |
| Baker Ellis Asset Management LLC | 4,306 | $79.9 萬 | 0.10% | −1,312−23.4% | 減碼 |
| Bryn Mawr Trust Co | 4,308 | $79.9 萬 | 0.02% | −2,515−36.9% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 4,351 | $80.7 萬 | 0.01% | −1,141−20.8% | 減碼 |
| Integrated Advisors Network LLC | 4,367 | $81.0 萬 | 0.04% | −676−13.4% | 減碼 |
| TBH Global Asset Management, LLC | 4,373 | $81.1 萬 | 0.14% | −118−2.6% | 減碼 |
| Evergreen Wealth Solutions, LLC | 4,376 | $81.2 萬 | 0.11% | +4,376 | 新進 |
| Change Path, LLC | 4,404 | $81.7 萬 | 0.02% | −5,898−57.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,432 | $82.2 萬 | 0.04% | −21,578−83.0% | 減碼 |
| Sage Mountain Advisors LLC | 4,436 | $82.3 萬 | 0.04% | +663+17.6% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 4,451 | $82.6 萬 | 0.05% | −435−8.9% | 減碼 |
| Trust Co of Toledo NA | 4,453 | $82.6 萬 | 0.08% | +157+3.7% | 加碼 |
| Boltwood Capital Management | 4,473 | $83.0 萬 | 0.22% | −54−1.2% | 減碼 |
| Cascade Financial Partners, LLC | 4,476 | $83.0 萬 | 0.08% | −200−4.3% | 減碼 |
| Venturi Wealth Management, LLC | 4,495 | $83.4 萬 | 0.04% | −111−2.4% | 減碼 |
| Charter Trust Co | 4,531 | $84.1 萬 | 0.05% | −90−1.9% | 減碼 |
| Center For Asset Management LLC | 4,550 | $84.4 萬 | 0.44% | −1,002−18.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 4,579 | $85.0 萬 | 0.02% | −73,088−94.1% | 減碼 |
| Oxford Asset Management LLP | 4,606 | $85.5 萬 | 0.30% | +4,606 | 新進 |
| Quadrant Private Wealth Management, LLC | 4,623 | $85.8 萬 | 0.14% | −22−0.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 4,586 | $85.9 萬 | 0.02% | +1,247+37.3% | 加碼 |
| Murphy Pohlad Asset Management LLC | 4,645 | $86.2 萬 | 0.33% | 00.0% | 不變 |
| West Family Investments, Inc. | 4,678 | $86.8 萬 | 0.20% | −1,156−19.8% | 減碼 |
| Beck Bode, LLC | 4,689 | $87.0 萬 | 0.14% | 00.0% | 不變 |
| Cigna Investments Inc | 4,708 | $87.3 萬 | 0.13% | −56−1.2% | 減碼 |