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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 1,397 | $25.0 萬 | 0.02% | +248+21.6% | 加碼 |
| Flatrock Wealth Partners LLC | 1,444 | $25.0 萬 | 0.11% | +1,444 | 新進 |
| Kera Capital Partners, Inc. | 1,447 | $25.1 萬 | 0.03% | +1,447 | 新進 |
| Fayez Sarofim & Co | 1,450 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,452 | $25.2 萬 | 0.02% | +73+5.3% | 加碼 |
| National Asset Management, Inc. | 1,441 | $25.2 萬 | 0.02% | −11−0.8% | 減碼 |
| Baron Wealth Management LLC | 1,453 | $25.2 萬 | 0.08% | +372+34.4% | 加碼 |
| Haverford Trust Co | 1,456 | $25.3 萬 | 0.00% | +257+21.4% | 加碼 |
| Income Insurance Ltd | 1,466 | $25.4 萬 | 0.17% | 00.0% | 不變 |
| Detalus Advisors, LLC | 1,467 | $25.4 萬 | 0.06% | −113−7.2% | 減碼 |
| PFS Partners, LLC | 1,471 | $25.5 萬 | 0.12% | +1+0.1% | 加碼 |
| Advisor OS, LLC | 1,475 | $25.6 萬 | 0.02% | +1,475 | 新進 |
| D'Orazio & Associates, Inc. | 1,476 | $25.6 萬 | 0.03% | −8−0.5% | 減碼 |
| Nwam LLC | 1,481 | $25.7 萬 | 0.01% | −488−24.8% | 減碼 |
| Alpha Family Trust | 1,485 | $25.8 萬 | 0.12% | +1,485 | 新進 |
| NBC Securities, Inc. | 1,486 | $25.8 萬 | 0.02% | −14−0.9% | 減碼 |
| Natural Investments, LLC | 1,494 | $25.9 萬 | 0.06% | +1+0.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 1,501 | $26.0 萬 | 0.01% | −185−11.0% | 減碼 |
| Stiles Financial Services Inc | 1,499 | $26.0 萬 | 0.08% | −38−2.5% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,500 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| Yoffe Investment Management, LLC | 1,500 | $26.0 萬 | 0.33% | 00.0% | 不變 |
| J.E. Simmons & Co., P.C. | 1,502 | $26.1 萬 | 0.17% | −22−1.4% | 減碼 |
| Expressive Wealth LLC | 1,590 | $26.1 萬 | 0.25% | +1,590 | 新進 |
| Monticello Wealth Management, LLC | 1,506 | $26.1 萬 | 0.02% | +1,506 | 新進 |
| Main Street Financial Solutions, LLC | 1,508 | $26.2 萬 | 0.02% | +29+2.0% | 加碼 |
| Sterling Group Wealth Management, LLC | 1,511 | $26.2 萬 | 0.12% | +209+16.1% | 加碼 |
| Mainsail Asset Management, LLC | 1,512 | $26.2 萬 | 0.12% | +1,512 | 新進 |
| iA Global Asset Management Inc. | 1,520 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 1,523 | $26.4 萬 | 0.07% | −29−1.9% | 減碼 |
| Claro Advisors LLC | 1,531 | $26.6 萬 | 0.03% | −4−0.3% | 減碼 |
| Family Management Corp | 1,532 | $26.6 萬 | 0.03% | +1,532 | 新進 |
| Northside Capital Management, LLC | 1,535 | $26.6 萬 | 0.02% | +350+29.5% | 加碼 |
| Wellington Grp LLC | 1,545 | $26.8 萬 | 0.08% | 00.0% | 不變 |
| Riverwater Partners LLC | 1,551 | $26.9 萬 | 0.09% | −421−21.3% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $26.9 萬 | 0.14% | 00.0% | 不變 |
| Keel Point, LLC | 1,556 | $27.0 萬 | 0.02% | −557−26.4% | 減碼 |
| Patton Fund Management, Inc. | 1,557 | $27.0 萬 | 0.05% | +357+29.8% | 加碼 |
| St Germain D J Co Inc | 1,558 | $27.0 萬 | 0.01% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 1,561 | $27.1 萬 | 0.00% | −1,263−44.7% | 減碼 |
| Spirepoint Private Client, LLC | 1,561 | $27.1 萬 | 0.03% | −1,487−48.8% | 減碼 |
| IFC Advisors LLC | 1,561 | $27.1 萬 | 0.04% | +20+1.3% | 加碼 |
| Ariadne Wealth Management, LP | 1,563 | $27.1 萬 | 0.12% | +316+25.3% | 加碼 |
| 1015 Capital Partners, LLC | 1,567 | $27.2 萬 | 0.26% | 00.0% | 不變 |
| Ariston Services Group | 0 | $27.2 萬 | 0.16% | −1,168−100.0% | 減碼 |
| True Wealth Design, LLC | 1,573 | $27.3 萬 | 0.08% | +1,260+402.6% | 加碼 |
| FourThought Financial Partners, LLC | 1,580 | $27.4 萬 | 0.02% | +59+3.9% | 加碼 |
| Intellectus Partners, LLC | 1,588 | $27.5 萬 | 0.06% | +275+20.9% | 加碼 |
| Modern Wealth Management, LLC | 1,611 | $27.7 萬 | 0.00% | +308+23.6% | 加碼 |
| Ewa, LLC | 1,598 | $27.7 萬 | 0.06% | +54+3.5% | 加碼 |
| Sun Group Wealth Partners | 1,600 | $27.8 萬 | 0.22% | −138−7.9% | 減碼 |
| Everhart Financial Group, Inc. | 1,602 | $27.8 萬 | 0.02% | +1,602 | 新進 |
| Eastern Bank | 1,605 | $27.8 萬 | 0.00% | +3+0.2% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $27.9 萬 | 0.11% | 00.0% | 不變 |
| Hall Laurie J Trustee | 1,610 | $27.9 萬 | 0.10% | 00.0% | 不變 |
| OneAscent Family Office, LLC | 1,618 | $28.1 萬 | 0.20% | +357+28.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,619 | $28.1 萬 | 0.01% | +103+6.8% | 加碼 |
| Defiance ETFs, LLC | 1,623 | $28.2 萬 | 0.00% | +1,623 | 新進 |
| Gratus Wealth Advisors, LLC | 1,632 | $28.3 萬 | 0.04% | −65−3.8% | 減碼 |
| BlueSky Wealth Advisors, LLC | 1,635 | $28.4 萬 | 0.04% | +1,635 | 新進 |
| TFR Capital, LLC. | 1,638 | $28.4 萬 | 0.09% | +31+1.9% | 加碼 |
| FSM Wealth Advisors, LLC | 1,643 | $28.5 萬 | 0.04% | −163−9.0% | 減碼 |
| Basecamp Wealth Advisors LLC | 1,643 | $28.5 萬 | 0.06% | +233+16.5% | 加碼 |
| Clear Creek Financial Management, LLC | 1,647 | $28.6 萬 | 0.02% | +198+13.7% | 加碼 |
| Walleye Capital LLC | 1,649 | $28.6 萬 | 0.00% | −11,489−87.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 1,652 | $28.7 萬 | 0.03% | −21−1.3% | 減碼 |
| Investment Partners, Ltd. | 1,658 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 1,661 | $28.8 萬 | 0.01% | +35+2.2% | 加碼 |
| Bailard, Inc. | 1,667 | $28.9 萬 | 0.01% | +4+0.2% | 加碼 |
| Hibernia Wealth Partners, LLC | 1,672 | $29.0 萬 | 0.09% | +53+3.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,681 | $29.2 萬 | 0.04% | −215−11.3% | 減碼 |
| Sanchez Gaunt Capital Management, LLC | 1,688 | $29.3 萬 | 0.18% | +1,688 | 新進 |
| Abner Herrman & Brock LLC | 1,690 | $29.3 萬 | 0.03% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 1,691 | $29.3 萬 | 0.02% | +446+35.8% | 加碼 |
| Meridian Wealth Advisors, LLC | 1,695 | $29.4 萬 | 0.04% | +38+2.3% | 加碼 |
| Riversedge Advisors, LLC | 1,698 | $29.5 萬 | 0.05% | +1,698 | 新進 |
| Sava Infond d.o.o. | 1,700 | $29.5 萬 | 0.04% | +900+112.5% | 加碼 |
| SageView Advisory Group, LLC | 1,706 | $29.6 萬 | 0.01% | −152−8.2% | 減碼 |
| LifeGoal Wealth Advisors | 1,725 | $29.6 萬 | 0.17% | +1,725 | 新進 |
| Tower Bridge Advisors | 1,716 | $29.8 萬 | 0.03% | −200−10.4% | 減碼 |
| Tempo Wealth, LLC | 1,722 | $29.9 萬 | 0.05% | −14−0.8% | 減碼 |
| Evernest Financial Advisors, LLC | 1,758 | $29.9 萬 | 0.06% | −136−7.2% | 減碼 |
| Clarkston Capital Partners, LLC | 1,725 | $29.9 萬 | 0.02% | −500−22.5% | 減碼 |
| Guardian Wealth Advisors, LLC | 1,725 | $29.9 萬 | 0.02% | −465−21.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 1,730 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Umpqua Bank | 1,736 | $30.1 萬 | 0.09% | +85+5.1% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,705 | $30.2 萬 | 0.08% | −75−4.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 1,752 | $30.4 萬 | 0.04% | +1,752 | 新進 |
| Summit Asset Management, LLC | 1,757 | $30.5 萬 | 0.04% | +1+0.1% | 加碼 |
| Catalyst Financial Partners LLC | 1,761 | $30.5 萬 | 0.04% | +84+5.0% | 加碼 |
| New Hampshire Trust | 1,778 | $30.8 萬 | 0.06% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 1,781 | $30.9 萬 | 0.02% | +1,781 | 新進 |
| Northstar Financial Companies, Inc. | 1,787 | $31.0 萬 | 0.25% | −167−8.5% | 減碼 |
| Sym Financial Corp | 1,789 | $31.0 萬 | 0.03% | +379+26.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,792 | $31.1 萬 | 0.01% | +72+4.2% | 加碼 |
| Dillon & Associates Inc | 1,800 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 1,793 | $31.1 萬 | 0.03% | −186−9.4% | 減碼 |
| Childress Capital Advisors, LLC | 1,809 | $31.4 萬 | 0.06% | +48+2.7% | 加碼 |
| Texas Yale Capital Corp. | 1,810 | $31.4 萬 | 0.01% | +485+36.6% | 加碼 |
| E Fund Management Co., Ltd. | 1,810 | $31.4 萬 | 0.01% | +1,810 | 新進 |
| Financial Management Professionals, Inc. | 1,815 | $31.5 萬 | 0.04% | +27+1.5% | 加碼 |