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。
2026 年第 1 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2026/3/31 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
- 1,548
- 較 2025 年第 4 季 −24 家
- 持有股數
- 4.39 億
- 較 2025 年第 4 季 +5,925 萬 (+15.6%)
- 總市值
- $761.5 億
- 較 2025 年第 4 季 +$57.0 億 (+8.1%)
- 新進機構
- 142
- 另有 614 家加碼
- 清倉機構
- 166
- 另有 579 家減碼
另有 22 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 7,525 | $130.5 萬 | 0.03% | −1,538−17.0% | 減碼 |
| Mission Wealth Management, LP | 7,538 | $130.8 萬 | 0.03% | −906−10.7% | 減碼 |
| Chilton Investment Co LLC | 7,709 | $133.7 萬 | 0.03% | +2,703+54.0% | 加碼 |
| Essex Financial Services, Inc. | 7,716 | $133.8 萬 | 0.08% | +731+10.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 7,736 | $134.2 萬 | 0.41% | +945+13.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 7,763 | $134.6 萬 | 0.09% | −18,851−70.8% | 減碼 |
| Lantz Financial LLC | 7,784 | $135.0 萬 | 0.28% | +21+0.3% | 加碼 |
| Fiduciary Trust Co | 7,800 | $135.3 萬 | 0.02% | −2,101−21.2% | 減碼 |
| Kestra Advisory Services, LLC | 7,896 | $137.0 萬 | 0.01% | −2,295−22.5% | 減碼 |
| Rockland Trust Co | 7,937 | $137.7 萬 | 0.06% | −3,246−29.0% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 7,950 | $137.9 萬 | 0.09% | −6,468−44.9% | 減碼 |
| Principal Securities, Inc. | 7,973 | $138.3 萬 | 0.02% | +756+10.5% | 加碼 |
| Stance Capital LLC | 8,022 | $139.1 萬 | 0.68% | +412+5.4% | 加碼 |
| Evercore Wealth Management, LLC | 8,044 | $139.5 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 8,072 | $140.0 萬 | 0.07% | +2,539+45.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 8,098 | $140.5 萬 | 0.35% | −99−1.2% | 減碼 |
| Polymer Capital Management (US) LLC | 8,133 | $141.1 萬 | 0.21% | +1,924+31.0% | 加碼 |
| Greenleaf Trust | 8,228 | $142.7 萬 | 0.01% | −1,185−12.6% | 減碼 |
| Shelton Capital Management | 8,339 | $144.6 萬 | 0.03% | −75−0.9% | 減碼 |
| Delap Wealth Advisory, LLC | 8,349 | $144.8 萬 | 0.54% | 00.0% | 不變 |
| Equitable Trust Co | 8,427 | $146.2 萬 | 0.07% | +887+11.8% | 加碼 |
| Farther Finance Advisors, LLC | 8,552 | $147.0 萬 | 0.01% | +392+4.8% | 加碼 |
| Summit Financial, LLC | 8,490 | $147.3 萬 | 0.02% | −2,084−19.7% | 減碼 |
| Storen Legacy Partners, LLC | 8,507 | $147.6 萬 | 0.46% | +8+0.1% | 加碼 |
| Bokf, NA | 8,529 | $147.9 萬 | 0.02% | −70−0.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 8,582 | $148.9 萬 | 0.12% | +8,582 | 新進 |
| Moody National Bank Trust Division | 8,596 | $149.1 萬 | 0.14% | +22+0.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,601 | $149.2 萬 | 0.10% | +2,700+45.8% | 加碼 |
| Bowen Hanes & Co Inc | 8,636 | $149.8 萬 | 0.04% | −275−3.1% | 減碼 |
| Clearstead Advisors, LLC | 8,647 | $150.0 萬 | 0.01% | −1,361−13.6% | 減碼 |
| Smartleaf Asset Management LLC | 8,641 | $151.0 萬 | 0.05% | +73+0.9% | 加碼 |
| ExodusPoint Capital Management, LP | 8,718 | $151.2 萬 | 0.02% | −174,903−95.3% | 減碼 |
| Tounjian Advisory Partners, LLC | 8,756 | $151.9 萬 | 0.55% | −322−3.5% | 減碼 |
| Grimes & Company, Inc. | 8,758 | $151.9 萬 | 0.04% | −125−1.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,768 | $152.1 萬 | 0.00% | −5,543−38.7% | 減碼 |
| Longfellow Investment Management Co LLC | 8,803 | $152.7 萬 | 0.32% | +2,860+48.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,809 | $152.8 萬 | 0.05% | +2,545+40.6% | 加碼 |
| Mitchell Sinkler & Starr | 8,811 | $152.8 萬 | 0.71% | +8,811 | 新進 |
| WSFS Capital Management, LLC | 8,819 | $153.0 萬 | 0.07% | −16−0.2% | 減碼 |
| Impact Capital Partners LLC | 8,870 | $153.9 萬 | 0.47% | −20−0.2% | 減碼 |
| Ledyard National Bank | 8,888 | $154.2 萬 | 0.13% | +527+6.3% | 加碼 |
| Tealwood Asset Management Inc | 8,924 | $154.8 萬 | 0.70% | +69+0.8% | 加碼 |
| RMR Wealth Builders | 9,024 | $156.5 萬 | 0.12% | −89−1.0% | 減碼 |
| Pictet Bank & Trust Ltd | 9,054 | $157.0 萬 | 2.06% | −495−5.2% | 減碼 |
| Front Row Advisors LLC | 9,065 | $157.2 萬 | 0.53% | 00.0% | 不變 |
| Regions Financial Corp | 9,076 | $157.4 萬 | 0.01% | +261+3.0% | 加碼 |
| Wealth Alliance | 9,088 | $157.6 萬 | 0.16% | −914−9.1% | 減碼 |
| Tema ETFs LLC | 9,159 | $158.9 萬 | 0.11% | +42+0.5% | 加碼 |
| Allworth Financial LP | 9,252 | $160.5 萬 | 0.01% | +3,202+52.9% | 加碼 |
| HBK Sorce Advisory LLC | 9,843 | $160.7 萬 | 0.03% | −1,484−13.1% | 減碼 |
| Capital Asset Advisory Services LLC | 9,317 | $162.7 萬 | 0.06% | +449+5.1% | 加碼 |
| River Wealth Advisors LLC | 9,446 | $163.8 萬 | 0.19% | −517−5.2% | 減碼 |
| Skopos Labs, Inc. | 9,520 | $165.1 萬 | 0.05% | +2,111+28.5% | 加碼 |
| Sciencast Management LP | 9,613 | $166.7 萬 | 0.21% | +9,613 | 新進 |
| Accurate Wealth Management, LLC | 10,128 | $170.4 萬 | 0.21% | −3,554−26.0% | 減碼 |
| Venture Visionary Partners LLC | 9,879 | $171.4 萬 | 0.06% | +212+2.2% | 加碼 |
| Vestcor Inc | 9,880 | $171.4 萬 | 0.05% | −18,008−64.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,166 | $171.6 萬 | 0.02% | −6−0.1% | 減碼 |
| Chicago Partners Investment Group LLC | 9,785 | $171.7 萬 | 0.04% | +5,626+135.3% | 加碼 |
| V-Square Quantitative Management LLC | 9,938 | $172.4 萬 | 0.18% | +545+5.8% | 加碼 |
| Tower View Investment Management & Research LLC | 9,981 | $173.1 萬 | 0.89% | −17,008−63.0% | 減碼 |
| Savant Capital, LLC | 9,990 | $173.3 萬 | 0.01% | +1,368+15.9% | 加碼 |
| Cohen Klingenstein LLC | 10,000 | $173.4 萬 | 0.06% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 10,030 | $174.0 萬 | 0.07% | −22−0.2% | 減碼 |
| PFG Advisors | 10,067 | $174.6 萬 | 0.09% | +2,114+26.6% | 加碼 |
| GAM Holding AG | 10,157 | $176.2 萬 | 0.15% | +10,157 | 新進 |
| Wealthcare Advisory Partners LLC | 10,207 | $177.0 萬 | 0.03% | +189+1.9% | 加碼 |
| Pensionmark Financial Group, LLC | 10,226 | $177.4 萬 | 0.03% | −6,486−38.8% | 減碼 |
| We Are One Seven, LLC | 10,330 | $179.2 萬 | 0.04% | +1,454+16.4% | 加碼 |
| Ritholtz Wealth Management | 10,550 | $183.0 萬 | 0.03% | +707+7.2% | 加碼 |
| Bull Harbor Capital LLC | 10,560 | $183.2 萬 | 0.49% | +10,560 | 新進 |
| Cincinnati Indemnity Co | 10,596 | $183.8 萬 | 4.57% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 10,636 | $184.5 萬 | 0.04% | +141+1.3% | 加碼 |
| Meeder Advisory Services, Inc. | 10,701 | $185.6 萬 | 0.08% | +654+6.5% | 加碼 |
| SRS Capital Advisors, Inc. | 10,901 | $189.1 萬 | 0.05% | +6,090+126.6% | 加碼 |
| Transcend Wealth Collective, LLC | 10,911 | $189.3 萬 | 0.15% | −4,065−27.1% | 減碼 |
| Citizens Financial Group Inc | 11,001 | $190.8 萬 | 0.03% | +1,817+19.8% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,058 | $191.8 萬 | 0.01% | +11,058 | 新進 |
| Spire Wealth Management | 11,171 | $193.8 萬 | 0.07% | +10,340+1,244.3% | 加碼 |
| Syon Capital LLC | 11,171 | $193.8 萬 | 0.10% | +1,212+12.2% | 加碼 |
| Howland Capital Management LLC | 11,482 | $199.2 萬 | 0.08% | −212−1.8% | 減碼 |
| Two Sigma Securities, LLC | 11,574 | $200.8 萬 | 0.23% | +11,574 | 新進 |
| South Dakota Investment Council | 11,652 | $202.1 萬 | 0.04% | 00.0% | 不變 |
| Signaturefd, LLC | 11,830 | $205.2 萬 | 0.03% | +245+2.1% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,849 | $205.5 萬 | 0.10% | −249−2.1% | 減碼 |
| Phoenix Holdings Ltd. | 12,025 | $209.9 萬 | 0.02% | −4,412−26.8% | 減碼 |
| Private Advisor Group, LLC | 12,236 | $212.2 萬 | 0.01% | −39−0.3% | 減碼 |
| EP Wealth Advisors, LLC | 12,305 | $213.4 萬 | 0.01% | +2,967+31.8% | 加碼 |
| RSM US Wealth Management LLC | 12,360 | $214.4 萬 | 0.03% | −7−0.1% | 減碼 |
| Financial Engines Advisors L.L.C. | 12,392 | $214.9 萬 | 0.00% | −637−4.9% | 減碼 |
| Coldstream Capital Management Inc | 12,394 | $215.0 萬 | 0.03% | −170−1.4% | 減碼 |
| CAPROCK Group, Inc. | 12,406 | $215.2 萬 | 0.05% | −554−4.3% | 減碼 |
| Balyasny Asset Management LLC | 12,488 | $216.6 萬 | 0.00% | −29,590−70.3% | 減碼 |
| Kimelman & Baird, LLC | 12,630 | $219.1 萬 | 0.18% | 00.0% | 不變 |
| Kentucky Retirement Systems | 45,308 | $219.1 萬 | 0.16% | +14,321+46.2% | 加碼 |
| Argent Trust Co | 12,664 | $219.7 萬 | 0.07% | +398+3.2% | 加碼 |
| Mechanics Bank Trust Department | 12,722 | $220.7 萬 | 0.31% | −2,311−15.4% | 減碼 |
| American Trust | 12,773 | $221.5 萬 | 0.20% | −2,841−18.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 12,988 | $225.3 萬 | 0.15% | 00.0% | 不變 |
| Machina Capital S.A.S. | 12,998 | $225.5 萬 | 0.44% | −8,018−38.2% | 減碼 |