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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 4,724 | $87.7 萬 | 0.02% | −2,233−32.1% | 減碼 |
| Atlantic Union Bankshares Corp | 4,726 | $87.7 萬 | 0.02% | +54+1.2% | 加碼 |
| HM Payson & Co | 4,726 | $87.7 萬 | 0.01% | −224−4.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,753 | $88.2 萬 | 0.03% | −95−2.0% | 減碼 |
| Parsonex Advisory Services, Inc. | 4,754 | $88.2 萬 | 0.56% | −120−2.5% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,799 | $89.0 萬 | 0.24% | +16+0.3% | 加碼 |
| Simplex Trading, LLC | 4,803 | $89.1 萬 | 0.03% | +4,803 | 新進 |
| SRS Capital Advisors, Inc. | 4,811 | $89.2 萬 | 0.03% | −14,182−74.7% | 減碼 |
| Forum Financial Management, LP | 4,815 | $89.3 萬 | 0.01% | +537+12.6% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 4,848 | $89.9 萬 | 0.07% | +1,446+42.5% | 加碼 |
| Boothbay Fund Management, LLC | 4,853 | $90.0 萬 | 0.02% | +3,122+180.4% | 加碼 |
| West Paces Advisors Inc. | 4,866 | $90.3 萬 | 0.17% | −688−12.4% | 減碼 |
| Gilbert & Cook, Inc. | 4,886 | $90.6 萬 | 0.11% | +3,040+164.7% | 加碼 |
| Pallas Capital Advisors LLC | 4,892 | $90.8 萬 | 0.03% | +1,213+33.0% | 加碼 |
| SkyView Investment Advisors, LLC | 4,928 | $91.4 萬 | 0.12% | −132−2.6% | 減碼 |
| Mattern Capital Management, LLC | 4,941 | $91.7 萬 | 0.11% | +777+18.7% | 加碼 |
| Bridgewater Advisors Inc. | 5,153 | $91.8 萬 | 0.06% | −41−0.8% | 減碼 |
| Checchi Capital Advisers, LLC | 4,950 | $91.8 萬 | 0.06% | −299−5.7% | 減碼 |
| Fjell Capital, LLC | 4,954 | $91.9 萬 | 0.70% | +199+4.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 4,966 | $92.1 萬 | 0.02% | −629−11.2% | 減碼 |
| Oppenheimer & Co Inc | 4,968 | $92.2 萬 | 0.01% | −47−0.9% | 減碼 |
| Truefg, LLC | 5,000 | $92.8 萬 | 0.25% | 00.0% | 不變 |
| Cito Capital Group, LLC | 5,000 | $92.8 萬 | 0.27% | +700+16.3% | 加碼 |
| Leavell Investment Management, Inc. | 5,005 | $92.8 萬 | 0.04% | +10.0% | 加碼 |
| Mach-1 Financial Group, Inc. | 5,005 | $92.9 萬 | 0.19% | +5,005 | 新進 |
| Chilton Investment Co LLC | 5,006 | $92.9 萬 | 0.02% | +72+1.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 5,052 | $93.7 萬 | 0.01% | −539−9.6% | 減碼 |
| Advisory Services Network, LLC | 5,092 | $94.5 萬 | 0.01% | −2,452−32.5% | 減碼 |
| Profund Advisors LLC | 5,097 | $94.6 萬 | 0.03% | −1,630−24.2% | 減碼 |
| Employees Retirement System of Texas | 5,117 | $94.9 萬 | 0.01% | +4,685+1,084.5% | 加碼 |
| Broadway Wealth Solutions, Inc. | 5,116 | $94.9 萬 | 0.51% | −17−0.3% | 減碼 |
| WBI Investments | 5,119 | $95.0 萬 | 0.25% | +237+4.9% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 5,158 | $95.7 萬 | 0.15% | +32+0.6% | 加碼 |
| Quadcap Wealth Management, LLC | 5,219 | $96.8 萬 | 0.11% | +284+5.8% | 加碼 |
| Walleye Trading LLC | 5,249 | $97.4 萬 | 0.02% | −5,428−50.8% | 減碼 |
| TD Private Client Wealth LLC | 5,250 | $97.4 萬 | 0.02% | −2,418−31.5% | 減碼 |
| Fieldview Capital Management, LLC | 5,322 | $98.7 萬 | 0.17% | +5,322 | 新進 |
| Valeo Financial Advisors, LLC | 5,357 | $99.4 萬 | 0.02% | −116−2.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,381 | $99.8 萬 | 0.05% | +185+3.6% | 加碼 |
| Trust Asset Management LLC | 5,454 | $101.2 萬 | 0.07% | −208−3.7% | 減碼 |
| Gateway Investment Advisers LLC | 5,464 | $101.4 萬 | 0.01% | +2,242+69.6% | 加碼 |
| Novem Group | 5,464 | $101.4 萬 | 0.12% | +1,512+38.3% | 加碼 |
| Smith, Salley & Associates | 5,521 | $102.4 萬 | 0.05% | +237+4.5% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,523 | $102.5 萬 | 0.14% | +27+0.5% | 加碼 |
| Wedmont Private Capital | 5,605 | $102.5 萬 | 0.04% | −1,398−20.0% | 減碼 |
| Neville Rodie & Shaw Inc | 5,530 | $102.6 萬 | 0.07% | 00.0% | 不變 |
| GAMMA Investing LLC | 5,533 | $102.6 萬 | 0.05% | −695−11.2% | 減碼 |
| Canandaigua National Bank & Trust Co | 5,538 | $102.7 萬 | 0.09% | +700+14.5% | 加碼 |
| JGP Wealth Management, LLC | 5,548 | $102.9 萬 | 0.11% | +388+7.5% | 加碼 |
| Fidelis Capital Partners, LLC | 5,556 | $103.1 萬 | 0.07% | −377−6.4% | 減碼 |
| Nilsine Partners, LLC | 5,572 | $103.4 萬 | 0.09% | +281+5.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 5,643 | $104.7 萬 | 0.04% | −457−7.5% | 減碼 |
| Laurel Oak Wealth Management, LLC | 5,663 | $105.1 萬 | 0.18% | +5,663 | 新進 |
| Concord Wealth Partners | 5,684 | $105.4 萬 | 0.14% | −349−5.8% | 減碼 |
| Concord Asset Management, LLC | 5,684 | $105.4 萬 | 0.18% | −349−5.8% | 減碼 |
| DF Dent & Co Inc | 5,728 | $106.3 萬 | 0.02% | +38+0.7% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,743 | $106.5 萬 | 0.28% | −20.0% | 減碼 |
| S-Bank Fund Management Ltd | 5,766 | $107.0 萬 | 0.14% | −1,436−19.9% | 減碼 |
| Norway Savings Bank | 5,774 | $107.1 萬 | 0.50% | −660−10.3% | 減碼 |
| Havemeyer Place LP | 5,787 | $107.4 萬 | 0.21% | +5,787 | 新進 |
| Diversify Advisory Services, LLC | 5,911 | $107.8 萬 | 0.03% | +454+8.3% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 5,845 | $108.4 萬 | 0.23% | +601+11.5% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,867 | $108.8 萬 | 0.34% | +144+2.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,901 | $109.5 萬 | 0.08% | +986+20.1% | 加碼 |
| Simplicity Wealth,LLC | 5,919 | $109.8 萬 | 0.07% | −736−11.1% | 減碼 |
| Longfellow Investment Management Co LLC | 5,943 | $110.3 萬 | 0.25% | +1,565+35.7% | 加碼 |
| Frank, Rimerman Advisors LLC | 6,008 | $111.5 萬 | 0.07% | +2,871+91.5% | 加碼 |
| D.A. Davidson & Co. | 6,036 | $112.0 萬 | 0.01% | +1,522+33.7% | 加碼 |
| Hilltop Holdings Inc. | 6,041 | $112.1 萬 | 0.07% | −3,942−39.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 6,049 | $112.2 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 6,050 | $112.2 萬 | 0.00% | +916+17.8% | 加碼 |
| Graybill Bartz & Assoc Ltd | 6,053 | $112.3 萬 | 0.33% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 6,058 | $112.4 萬 | 0.52% | −150−2.4% | 減碼 |
| EntryPoint Capital, LLC | 6,067 | $112.6 萬 | 0.44% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 6,128 | $113.7 萬 | 0.21% | +579+10.4% | 加碼 |
| Exchange Bank | 6,170 | $114.5 萬 | 0.79% | +6+0.1% | 加碼 |
| Donaldson Capital Management, LLC | 6,182 | $114.7 萬 | 0.04% | −4,112−39.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 6,200 | $115.0 萬 | 0.20% | −1,720−21.7% | 減碼 |
| Polymer Capital Management (US) LLC | 6,209 | $115.2 萬 | 0.15% | −7,783−55.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,264 | $116.2 萬 | 0.04% | +244+4.1% | 加碼 |
| Belpointe Asset Management LLC | 6,279 | $116.5 萬 | 0.04% | −2,395−27.6% | 減碼 |
| Stephens Inc | 6,383 | $118.4 萬 | 0.01% | +1,162+22.3% | 加碼 |
| Integrity Alliance, LLC. | 6,411 | $118.9 萬 | 0.04% | +1,110+20.9% | 加碼 |
| Stevens Capital Management LP | 6,431 | $119.3 萬 | 0.42% | +5,105+385.0% | 加碼 |
| Parallel Advisors, LLC | 6,486 | $120.3 萬 | 0.02% | +587+10.0% | 加碼 |
| Citizens & Northern Corp | 6,509 | $120.8 萬 | 0.30% | −219−3.3% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 6,545 | $121.4 萬 | 0.12% | −195−2.9% | 減碼 |
| Souders Financial Advisors | 6,553 | $121.6 萬 | 0.14% | −507−7.2% | 減碼 |
| Sivia Capital Partners, LLC | 6,558 | $121.7 萬 | 0.25% | +4,878+290.4% | 加碼 |
| Dockside LLC | 6,582 | $122.1 萬 | 0.31% | +6,582 | 新進 |
| Beverly Hills Private Wealth, LLC | 6,600 | $122.4 萬 | 0.21% | −119−1.8% | 減碼 |
| Smithfield Trust Co | 6,619 | $122.9 萬 | 0.05% | 00.0% | 不變 |
| Arwa LLC | 6,626 | $122.9 萬 | 0.72% | +6,626 | 新進 |
| United Bank | 6,633 | $123.1 萬 | 0.42% | +121+1.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,682 | $124.0 萬 | 0.02% | −1,701−20.3% | 減碼 |
| EFG International AG | 6,700 | $124.3 萬 | 0.02% | +6,700 | 新進 |
| RCS Financial Planning, LLC | 6,703 | $124.4 萬 | 0.54% | −200−2.9% | 減碼 |
| Adviser Investments LLC | 6,720 | $124.7 萬 | 0.01% | −166−2.4% | 減碼 |
| WestHill Financial Advisors, Inc. | 6,731 | $124.9 萬 | 0.24% | +4,599+215.7% | 加碼 |
| Wealthspire Advisors, LLC | 6,739 | $125.0 萬 | 0.01% | +5,024+292.9% | 加碼 |