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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 1,825 | $31.7 萬 | 0.02% | +1,825 | 新進 |
| Koshinski Asset Management, Inc. | 1,836 | $31.8 萬 | 0.02% | +485+35.9% | 加碼 |
| Northwest Wealth Management, LLC | 1,842 | $31.9 萬 | 0.05% | +1,842 | 新進 |
| Dynamic Advisor Solutions LLC | 1,843 | $32.0 萬 | 0.01% | +141+8.3% | 加碼 |
| Verus Capital Partners, LLC | 1,857 | $32.2 萬 | 0.02% | +1,857 | 新進 |
| Matauro, LLC | 1,865 | $32.3 萬 | 0.05% | −872−31.9% | 減碼 |
| CWA Asset Management Group, LLC | 1,867 | $32.4 萬 | 0.01% | −644−25.6% | 減碼 |
| Golden State Equity Partners | 1,868 | $32.4 萬 | 0.02% | +692+58.8% | 加碼 |
| Talisman Wealth Advisors LLC | 1,870 | $32.4 萬 | 0.26% | −51−2.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,934 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,878 | $32.6 萬 | 0.12% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 1,881 | $32.6 萬 | 0.10% | −36−1.9% | 減碼 |
| Sun Financial Inc | 2,051 | $32.8 萬 | 0.16% | −125−5.7% | 減碼 |
| Simplex Trading, LLC | 1,893 | $32.8 萬 | 0.01% | −2,910−60.6% | 減碼 |
| Verity & Verity, LLC | 1,900 | $33.0 萬 | 0.02% | +100+5.6% | 加碼 |
| Carlson Capital L P | 1,900 | $33.0 萬 | 0.13% | +1,900 | 新進 |
| Ignite Planners, LLC | 1,908 | $33.1 萬 | 0.05% | +190+11.1% | 加碼 |
| Optas, LLC | 1,913 | $33.2 萬 | 0.05% | +84+4.6% | 加碼 |
| Howard Capital Management Inc. | 1,918 | $33.3 萬 | 0.01% | −2,071−51.9% | 減碼 |
| GEM Asset Management, LLC | 1,929 | $33.5 萬 | 0.15% | −4−0.2% | 減碼 |
| CKW Financial Group | 1,963 | $33.7 萬 | 0.04% | +6+0.3% | 加碼 |
| True North Advisors, LLC | 1,958 | $34.0 萬 | 0.04% | +803+69.5% | 加碼 |
| Sigma Planning Corp | 1,979 | $34.3 萬 | 0.01% | −526−21.0% | 減碼 |
| Atala Financial Inc | 1,981 | $34.4 萬 | 0.23% | +700+54.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 1,988 | $34.5 萬 | 0.02% | +56+2.9% | 加碼 |
| Davis R M Inc | 1,991 | $34.5 萬 | 0.01% | +373+23.1% | 加碼 |
| TCG Advisory Services, LLC | 1,991 | $34.5 萬 | 0.01% | +83+4.4% | 加碼 |
| S&CO Inc | 2,000 | $34.6 萬 | 0.02% | 00.0% | 不變 |
| Hutchinson Capital Management | 1,999 | $34.7 萬 | 0.06% | +1+0.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 2,001 | $34.7 萬 | 0.07% | +91+4.8% | 加碼 |
| AGH Wealth Advisors, LLC | 2,002 | $34.7 萬 | 0.26% | +247+14.1% | 加碼 |
| Parsons Capital Management Inc | 2,010 | $34.9 萬 | 0.02% | −485−19.4% | 減碼 |
| Wallace Capital Management Inc. | 2,010 | $34.9 萬 | 0.04% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 2,019 | $35.0 萬 | 0.01% | +28+1.4% | 加碼 |
| Eagle Harbor Asset Management Inc | 2,029 | $35.2 萬 | 0.30% | +800+65.1% | 加碼 |
| Stockman Wealth Management, Inc. | 2,030 | $35.2 萬 | 0.04% | −15−0.7% | 減碼 |
| Merrion Investment Management Co, LLC | 2,031 | $35.2 萬 | 0.19% | 00.0% | 不變 |
| Federated Hermes, Inc. | 2,037 | $35.3 萬 | 0.00% | −60−2.9% | 減碼 |
| GeoWealth Management, LLC | 2,036 | $35.3 萬 | 0.01% | +430+26.8% | 加碼 |
| Fisher Asset Management, LLC | 2,037 | $35.3 萬 | 0.00% | −140−6.4% | 減碼 |
| Fiduciary Family Office, LLC | 2,040 | $35.4 萬 | 0.10% | +640+45.7% | 加碼 |
| Abundance Wealth Counselors | 2,042 | $35.4 萬 | 0.05% | +2,042 | 新進 |
| Reliant Investment Management, LLC | 2,066 | $35.8 萬 | 0.17% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 2,071 | $35.9 萬 | 0.09% | +10+0.5% | 加碼 |
| Congress Asset Management Co | 2,087 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 2,094 | $36.3 萬 | 0.01% | +7+0.3% | 加碼 |
| Eads & Heald Wealth Management | 2,096 | $36.4 萬 | 0.18% | −60−2.8% | 減碼 |
| Smith & Howard Wealth Management, LLC | 2,100 | $36.4 萬 | 0.08% | 00.0% | 不變 |
| Fielder Capital Group LLC | 2,105 | $36.5 萬 | 0.08% | +29+1.4% | 加碼 |
| Cassaday & Co Wealth Management LLC | 2,109 | $36.6 萬 | 0.01% | −29−1.4% | 減碼 |
| Stokes Family Office, LLC | 2,127 | $36.9 萬 | 0.04% | −683−24.3% | 減碼 |
| Americana Partners, LLC | 2,136 | $37.0 萬 | 0.01% | +2,136 | 新進 |
| Kearns & Associates LLC | 2,145 | $37.2 萬 | 0.20% | −715−25.0% | 減碼 |
| Harbour Investments, Inc. | 2,147 | $37.2 萬 | 0.01% | +883+69.9% | 加碼 |
| Private Wealth Asset Management, LLC | 2,152 | $37.3 萬 | 0.04% | +354+19.7% | 加碼 |
| Roble, Belko & Company, Inc | 2,170 | $37.6 萬 | 0.05% | −285−11.6% | 減碼 |
| Lazard Freres Gestion S.A.S. | 2,177 | $37.7 萬 | 0.01% | +2,177 | 新進 |
| Mosley Wealth Management | 1,874 | $37.8 萬 | 0.17% | 00.0% | 不變 |
| Lawood & Co | 2,189 | $38.0 萬 | 0.35% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 2,194 | $38.1 萬 | 0.11% | −14−0.6% | 減碼 |
| Foundations Investment Advisors, LLC | 2,202 | $38.2 萬 | 0.00% | +258+13.3% | 加碼 |
| Financial Consulate, Inc | 2,210 | $38.3 萬 | 0.05% | −8−0.4% | 減碼 |
| Genesis Private Wealth, LLC | 2,217 | $38.5 萬 | 0.12% | +721+48.2% | 加碼 |
| Destination Wealth Management | 2,224 | $38.6 萬 | 0.01% | −231−9.4% | 減碼 |
| CBOE Vest Financial, LLC | 2,225 | $38.6 萬 | 0.00% | +296+15.3% | 加碼 |
| ARS Investment Partners, LLC | 2,228 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,243 | $38.9 萬 | 0.02% | +2,129+1,867.5% | 加碼 |
| Avalon Trust Co | 2,244 | $38.9 萬 | 0.03% | −74−3.2% | 減碼 |
| Csenge Advisory Group | 2,259 | $39.2 萬 | 0.02% | −323−12.5% | 減碼 |
| Frec Markets, Inc. | 2,270 | $39.4 萬 | 0.07% | +37+1.7% | 加碼 |
| Umb Bank N A | 2,277 | $39.5 萬 | 0.01% | −790−25.8% | 減碼 |
| Foguth Wealth Management, LLC. | 2,472 | $39.5 萬 | 0.05% | −7−0.3% | 減碼 |
| Goldenstone Wealth Management LLC | 2,295 | $39.8 萬 | 0.29% | 00.0% | 不變 |
| GenTrust, LLC | 2,303 | $39.9 萬 | 0.02% | +2,303 | 新進 |
| Caerus Investment Advisors, LLC | 2,304 | $40.0 萬 | 0.17% | +433+23.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,314 | $40.1 萬 | 0.02% | +35+1.5% | 加碼 |
| Sapient Capital LLC | 2,341 | $40.6 萬 | 0.01% | +1,018+76.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,358 | $40.9 萬 | 0.00% | −306−11.5% | 減碼 |
| Powell Investment Advisors, LLC | 2,359 | $40.9 萬 | 0.14% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 2,366 | $41.0 萬 | 0.06% | −17,180−87.9% | 減碼 |
| Grove Bank & Trust | 2,367 | $41.1 萬 | 0.05% | +1,235+109.1% | 加碼 |
| Moors & Cabot, Inc. | 2,391 | $41.5 萬 | 0.02% | −488−17.0% | 減碼 |
| AlphaGrep UK Ltd | 2,392 | $41.5 萬 | 0.12% | +1,257+110.7% | 加碼 |
| Trust Co | 2,401 | $41.6 萬 | 0.04% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 2,404 | $41.7 萬 | 0.06% | −249−9.4% | 減碼 |
| QTR Family Wealth, LLC | 2,418 | $41.8 萬 | 0.17% | +1,021+73.1% | 加碼 |
| Aberdeen Wealth Management LLC | 2,436 | $42.3 萬 | 0.19% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 2,437 | $42.3 萬 | 0.06% | −373−13.3% | 減碼 |
| Calamos Wealth Management LLC | 2,450 | $42.5 萬 | 0.01% | +247+11.2% | 加碼 |
| Aprio Wealth Management, LLC | 2,453 | $42.5 萬 | 0.02% | +703+40.2% | 加碼 |
| Avestar Capital, LLC | 2,457 | $42.6 萬 | 0.03% | +1,299+112.2% | 加碼 |
| Montag A & Associates Inc | 2,475 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 2,487 | $43.1 萬 | 0.03% | −531−17.6% | 減碼 |
| Drive Wealth Management, LLC | 2,489 | $43.2 萬 | 0.09% | +987+65.7% | 加碼 |
| Financial Advisory Service, Inc. | 2,494 | $43.3 萬 | 0.03% | +586+30.7% | 加碼 |
| Broderick Brian C | 2,500 | $43.4 萬 | 0.08% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 2,224 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| Heritage Investors Management Corp | 2,535 | $44.0 萬 | 0.01% | +2,535 | 新進 |
| West Paces Advisors Inc. | 2,546 | $44.2 萬 | 0.09% | −2,320−47.7% | 減碼 |
| Modera Wealth Management, LLC | 2,562 | $44.4 萬 | 0.01% | +697+37.4% | 加碼 |