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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 1,158 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Brady Martz Wealth Solutions, LLC | 1,163 | $20.2 萬 | 0.03% | +1,163 | 新進 |
| Benchmark Financial Wealth Advisors, LLC | 1,173 | $20.4 萬 | 0.06% | −2−0.2% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,174 | $20.4 萬 | 0.01% | −89−7.0% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 1,179 | $20.4 萬 | 0.04% | +1,179 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 1,182 | $20.5 萬 | 0.01% | +1,182 | 新進 |
| Palumbo Wealth Management LLC | 1,183 | $20.5 萬 | 0.05% | +19+1.6% | 加碼 |
| Woodward Diversified Capital, LLC | 1,167 | $20.5 萬 | 0.09% | −4−0.3% | 減碼 |
| Curated Wealth Partners LLC | 1,188 | $20.6 萬 | 0.03% | −771−39.4% | 減碼 |
| Courier Capital LLC | 1,190 | $20.6 萬 | 0.01% | −7,091−85.6% | 減碼 |
| Nations Financial Group Inc, | 1,197 | $20.8 萬 | 0.01% | +50+4.4% | 加碼 |
| Tyche Wealth Partners LLC | 1,199 | $20.8 萬 | 0.03% | +22+1.9% | 加碼 |
| Douglass Winthrop Advisors, LLC | 1,200 | $20.8 萬 | 0.00% | −508−29.7% | 減碼 |
| Diligent Investors, LLC | 1,200 | $20.8 萬 | 0.05% | 00.0% | 不變 |
| Granite FO LLC | 1,200 | $20.8 萬 | 0.12% | 00.0% | 不變 |
| TRB Wealth Management, LLC | 1,200 | $20.8 萬 | 0.03% | +1,200 | 新進 |
| Acorn Creek Capital LLC | 1,204 | $20.9 萬 | 0.07% | −116−8.8% | 減碼 |
| Duncan Williams Asset Management, LLC | 1,205 | $20.9 萬 | 0.06% | +1+0.1% | 加碼 |
| New England Professional Planning Group Inc. | 1,211 | $21.0 萬 | 0.09% | 00.0% | 不變 |
| COFG Advisors, LLC | 1,211 | $21.0 萬 | 0.05% | −49−3.9% | 減碼 |
| Root Financial Partners, LLC | 1,218 | $21.1 萬 | 0.01% | +684+128.1% | 加碼 |
| Norris Perne & French LLP | 1,220 | $21.2 萬 | 0.01% | −536−30.5% | 減碼 |
| Paragon Private Wealth Management, LLC | 1,221 | $21.2 萬 | 0.07% | +59+5.1% | 加碼 |
| Spartan Wealth Advisory Services LLC | 1,222 | $21.2 萬 | 0.02% | +1,222 | 新進 |
| Edgestream Partners, L.P. | 1,224 | $21.2 萬 | 0.01% | −9,478−88.6% | 減碼 |
| Falcon Wealth Planning | 1,224 | $21.2 萬 | 0.01% | +1,224 | 新進 |
| Ancora Advisors, LLC | 1,225 | $21.2 萬 | 0.00% | −69−5.3% | 減碼 |
| Stonebridge Financial Group, LLC | 1,230 | $21.3 萬 | 0.18% | −16−1.3% | 減碼 |
| Genesee Capital Advisors, LLC | 1,232 | $21.4 萬 | 0.09% | −204−14.2% | 減碼 |
| BIP Wealth, LLC | 1,233 | $21.4 萬 | 0.01% | +106+9.4% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 1,239 | $21.4 萬 | 0.07% | +1,239 | 新進 |
| Opal Wealth Advisors, LLC | 1,239 | $21.5 萬 | 0.05% | +5+0.4% | 加碼 |
| Vectors Research Management, LLC | 1,248 | $21.7 萬 | 0.06% | −9,660−88.6% | 減碼 |
| MJP Associates Inc | 1,250 | $21.7 萬 | 0.03% | +1,250 | 新進 |
| Kinloch Capital, LLC | 1,252 | $21.7 萬 | 0.09% | −13−1.0% | 減碼 |
| Millstone Evans Group, LLC | 1,252 | $21.7 萬 | 0.13% | 00.0% | 不變 |
| Lewis Asset Management, LLC | 1,255 | $21.8 萬 | 0.09% | 00.0% | 不變 |
| waypoint wealth counsel | 1,260 | $21.9 萬 | 0.11% | −593−32.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,260 | $21.9 萬 | 0.01% | −70−5.3% | 減碼 |
| Everett Harris & Co | 1,265 | $21.9 萬 | 0.00% | −158−11.1% | 減碼 |
| Verdence Capital Advisors LLC | 1,268 | $22.0 萬 | 0.01% | −2,122−62.6% | 減碼 |
| Proficio Capital Partners LLC | 1,269 | $22.0 萬 | 0.01% | −38−2.9% | 減碼 |
| Parthenon LLC | 1,269 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 1,270 | $22.0 萬 | 0.22% | +1,270 | 新進 |
| Founders Financial Alliance, LLC | 1,272 | $22.1 萬 | 0.04% | +1,272 | 新進 |
| Signature Estate & Investment Advisors LLC | 1,272 | $22.1 萬 | 0.00% | −33−2.5% | 減碼 |
| Nichols & Pratt Advisers LLP | 1,277 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Caden Capital Partners, LP | 1,278 | $22.2 萬 | 2.73% | +717+127.8% | 加碼 |
| Old National Bancorp | 1,279 | $22.2 萬 | 0.00% | −40−3.0% | 減碼 |
| Everpar Advisors LLC | 1,288 | $22.3 萬 | 0.08% | −442−25.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 1,290 | $22.4 萬 | 0.01% | +4+0.3% | 加碼 |
| Busey Wealth Management | 1,291 | $22.4 萬 | 0.01% | −55−4.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 1,300 | $22.5 萬 | 0.04% | −100−7.1% | 減碼 |
| Mairs & Power Inc | 1,300 | $22.5 萬 | 0.00% | −56−4.1% | 減碼 |
| SlateStone Wealth, LLC | 1,305 | $22.6 萬 | 0.02% | −244−15.8% | 減碼 |
| First Nebraska Trust Co | 1,305 | $22.6 萬 | 0.02% | +60+4.8% | 加碼 |
| Innovative Asset Advisors Group, LLC | 1,313 | $22.8 萬 | 0.13% | +1,313 | 新進 |
| AMG National Trust Bank | 1,314 | $22.8 萬 | 0.00% | −1,192−47.6% | 減碼 |
| International Assets Investment Management, LLC | 1,327 | $22.8 萬 | 0.02% | −90−6.4% | 減碼 |
| PUREfi Wealth, LLC | 1,325 | $23.0 萬 | 0.15% | −2,054−60.8% | 減碼 |
| Indivisible Partners | 1,328 | $23.0 萬 | 0.02% | −360−21.3% | 減碼 |
| CVA Family Office, LLC | 1,333 | $23.1 萬 | 0.02% | +387+40.9% | 加碼 |
| Onefund, LLC | 1,346 | $23.1 萬 | 0.15% | −22−1.6% | 減碼 |
| Versant Capital Management, Inc | 1,336 | $23.2 萬 | 0.02% | +297+28.6% | 加碼 |
| Farmers & Merchants Investments Inc | 1,337 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Stronghold Wealth Management L.L.C. | 1,349 | $23.4 萬 | 0.35% | +32+2.4% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,349 | $23.4 萬 | 0.06% | +10+0.7% | 加碼 |
| Rice Hall James & Associates, LLC | 1,350 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,351 | $23.4 萬 | 0.01% | −199−12.8% | 減碼 |
| Tradewinds, LLC. | 1,415 | $23.5 萬 | 0.08% | +17+1.2% | 加碼 |
| BFSG, LLC | 1,357 | $23.5 萬 | 0.02% | +1,318+3,379.5% | 加碼 |
| Bank of New Hampshire | 1,370 | $23.8 萬 | 0.05% | 00.0% | 不變 |
| Legacy Advisory Services, LLC | 1,375 | $23.9 萬 | 0.18% | +7+0.5% | 加碼 |
| EJMK Ventures LLC | 1,378 | $23.9 萬 | 0.13% | −299−17.8% | 減碼 |
| Breakwater Capital Group | 1,382 | $24.0 萬 | 0.03% | −13−0.9% | 減碼 |
| Sendero Wealth Management, LLC | 1,384 | $24.0 萬 | 0.03% | +1,384 | 新進 |
| Prestige Wealth Management Group LLC | 1,389 | $24.1 萬 | 0.05% | −14−1.0% | 減碼 |
| Essex Savings Bank | 1,390 | $24.1 萬 | 0.05% | +19+1.4% | 加碼 |
| Cromwell Holdings LLC | 1,390 | $24.1 萬 | 0.14% | 00.0% | 不變 |
| Sax Wealth Advisors, LLC | 1,300 | $24.1 萬 | 0.01% | −150−10.3% | 減碼 |
| DV Trading LLC | 1,400 | $24.3 萬 | 0.02% | +1,400 | 新進 |
| Klingenstein Fields & Co LP | 1,401 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| StoneX Group Inc. | 1,406 | $24.4 萬 | 0.01% | −356−20.2% | 減碼 |
| Capital Wealth Planning, LLC | 1,407 | $24.4 萬 | 0.00% | +7+0.5% | 加碼 |
| Parkside Financial Bank & Trust | 1,415 | $24.5 萬 | 0.02% | +85+6.4% | 加碼 |
| Goldstein Advisors, LLC | 1,417 | $24.6 萬 | 0.03% | +152+12.0% | 加碼 |
| Fulton Breakefield Broenniman LLC | 1,417 | $24.6 萬 | 0.02% | −1,296−47.8% | 減碼 |
| TigerOak Management, L.L.C. | 1,421 | $24.6 萬 | 0.08% | −14−1.0% | 減碼 |
| Main Line Retirement Advisors, LLC | 1,422 | $24.7 萬 | 0.12% | +1+0.1% | 加碼 |
| Carret Asset Management, LLC | 1,430 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Synergy Investment Management, LLC | 1,430 | $24.8 萬 | 0.08% | +4+0.3% | 加碼 |
| TFB Advisors LLC | 1,434 | $24.9 萬 | 0.13% | −96−6.3% | 減碼 |
| HCR Wealth Advisors | 1,434 | $24.9 萬 | 0.03% | +16+1.1% | 加碼 |
| Wedbush Securities Inc | 1,433 | $24.9 萬 | 0.01% | −26−1.8% | 減碼 |
| Bolthouse Investments, LLC | 1,436 | $24.9 萬 | 0.23% | 00.0% | 不變 |
| River Road Asset Management, LLC | 1,437 | $24.9 萬 | 0.00% | +1,437 | 新進 |
| Resonant Capital Advisors, LLC | 1,438 | $24.9 萬 | 0.01% | +1,438 | 新進 |
| Cambient Family Office, LLC | 1,441 | $25.0 萬 | 0.03% | −55−3.7% | 減碼 |
| Drucker Wealth 3.0, LLC | 1,442 | $25.0 萬 | 0.04% | −77−5.1% | 減碼 |