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 |
|---|---|---|---|---|---|
| Noesis Capital Mangement Corp | 3,500 | $60.7 萬 | 0.09% | 00.0% | 不變 |
| PCM Encore, LLC | 3,507 | $60.8 萬 | 0.13% | +82+2.4% | 加碼 |
| Qtron Investments LLC | 3,524 | $61.1 萬 | 0.08% | 00.0% | 不變 |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $61.2 萬 | 0.03% | 00.0% | 不變 |
| First National Trust Co | 3,528 | $61.2 萬 | 0.02% | −384−9.8% | 減碼 |
| Essex Investment Management Co LLC | 3,530 | $61.2 萬 | 0.10% | −369−9.5% | 減碼 |
| Caldwell Trust Co | 3,531 | $61.2 萬 | 0.05% | 00.0% | 不變 |
| Vista Investment Partners LLC | 3,600 | $62.4 萬 | 0.17% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 3,600 | $62.4 萬 | 0.34% | +3,600 | 新進 |
| Fox Run Management, L.L.C. | 3,611 | $63.1 萬 | 0.11% | +3,611 | 新進 |
| Manchester Capital Management LLC | 3,639 | $63.1 萬 | 0.09% | −63−1.7% | 減碼 |
| Empower Advisory Group, LLC | 3,640 | $63.1 萬 | 0.00% | −368−9.2% | 減碼 |
| Shira Ridge Wealth Management | 3,641 | $63.2 萬 | 0.25% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 3,641 | $63.2 萬 | 0.15% | +100+2.8% | 加碼 |
| GTS Securities LLC | 3,648 | $63.3 萬 | 0.02% | −3,568−49.4% | 減碼 |
| J. Safra Sarasin Holding AG | 3,652 | $63.3 萬 | 0.01% | −120,303−97.1% | 減碼 |
| Gateway Wealth Partners, LLC | 3,677 | $63.8 萬 | 0.02% | +3,677 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 3,679 | $63.8 萬 | 0.07% | −55−1.5% | 減碼 |
| Sylvest Advisors, LLC | 3,684 | $63.9 萬 | 0.34% | +180+5.1% | 加碼 |
| Aries Wealth Management | 3,713 | $64.4 萬 | 0.14% | −116−3.0% | 減碼 |
| Buckley Wealth Management, LLC | 3,716 | $64.5 萬 | 0.16% | +387+11.6% | 加碼 |
| Allred Capital Management, LLC | 3,719 | $64.5 萬 | 0.23% | +55+1.5% | 加碼 |
| Signet Private Wealth LLC | 3,748 | $65.0 萬 | 0.62% | −197−5.0% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 3,749 | $65.0 萬 | 0.11% | 00.0% | 不變 |
| MOKAN Wealth Management Inc. | 3,752 | $65.1 萬 | 0.29% | +3,752 | 新進 |
| Maridea Wealth Management LLC | 3,758 | $65.2 萬 | 0.10% | +1,882+100.3% | 加碼 |
| Groupama Asset Managment | 3,766 | $65.3 萬 | 0.01% | +1,530+68.4% | 加碼 |
| Sageworth Trust Co | 3,782 | $65.6 萬 | 0.03% | +3,782 | 新進 |
| Summit Global Investments | 3,809 | $66.1 萬 | 0.04% | +10+0.3% | 加碼 |
| Verition Fund Management LLC | 3,823 | $66.3 萬 | 0.01% | −32,963−89.6% | 減碼 |
| Midwest Trust Co | 3,827 | $66.4 萬 | 0.01% | −335−8.0% | 減碼 |
| James Hambro & Partners | 3,856 | $66.9 萬 | 0.03% | −72−1.8% | 減碼 |
| Parisi Gray Wealth Management | 3,882 | $67.3 萬 | 0.16% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 3,894 | $67.5 萬 | 0.02% | −4,321−52.6% | 減碼 |
| Baker Ellis Asset Management LLC | 3,896 | $67.6 萬 | 0.08% | −410−9.5% | 減碼 |
| Kondo Wealth Advisors, Inc. | 3,896 | $67.6 萬 | 0.25% | −6−0.2% | 減碼 |
| EntryPoint Capital, LLC | 3,920 | $68.0 萬 | 0.20% | −2,147−35.4% | 減碼 |
| Jackson Thornton Asset Management, LLC | 4,049 | $68.1 萬 | 0.06% | +2,112+109.0% | 加碼 |
| Perpetual Ltd | 3,944 | $68.4 萬 | 0.01% | +2,822+251.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 3,947 | $68.5 萬 | 0.05% | +95+2.5% | 加碼 |
| SFMG, LLC | 3,963 | $68.7 萬 | 0.05% | −20−0.5% | 減碼 |
| Vanguard National Trust Co | 3,982 | $69.1 萬 | 0.04% | +3,982 | 新進 |
| Sowell Financial Services LLC | 3,984 | $69.1 萬 | 0.03% | +179+4.7% | 加碼 |
| Tobam | 3,992 | $69.2 萬 | 0.18% | +3+0.1% | 加碼 |
| Soltis Investment Advisors LLC | 4,010 | $69.6 萬 | 0.05% | +1,481+58.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,019 | $69.7 萬 | 0.03% | −110−2.7% | 減碼 |
| Wingate Wealth Advisors, Inc. | 4,022 | $69.8 萬 | 0.37% | −18−0.4% | 減碼 |
| Corps Capital Advisors, LLC | 4,045 | $70.2 萬 | 0.61% | +1,345+49.8% | 加碼 |
| GM Advisory Group, Inc. | 4,046 | $70.2 萬 | 0.03% | −99−2.4% | 減碼 |
| Persium Advisors, LLC | 4,047 | $70.2 萬 | 0.55% | +350+9.5% | 加碼 |
| Tower Trust & Investment Co | 4,061 | $70.4 萬 | 0.46% | −107−2.6% | 減碼 |
| Mutual Advisors, LLC | 4,076 | $70.7 萬 | 0.02% | +132+3.3% | 加碼 |
| Gryphon Financial Partners LLC | 4,102 | $71.2 萬 | 0.07% | +452+12.4% | 加碼 |
| Net Worth Advisory Group | 4,112 | $71.3 萬 | 0.15% | −83−2.0% | 減碼 |
| Integrated Advisors Network LLC | 4,176 | $72.4 萬 | 0.04% | −191−4.4% | 減碼 |
| Profund Advisors LLC | 4,176 | $72.4 萬 | 0.03% | −921−18.1% | 減碼 |
| Charter Trust Co | 4,184 | $72.6 萬 | 0.04% | −347−7.7% | 減碼 |
| Atomi Financial Group, Inc. | 4,210 | $73.0 萬 | 0.02% | +1,462+53.2% | 加碼 |
| Entropy Technologies, LP | 4,214 | $73.1 萬 | 0.03% | −75,074−94.7% | 減碼 |
| Western Wealth Management, LLC | 4,224 | $73.3 萬 | 0.03% | −71−1.7% | 減碼 |
| PDS Planning, Inc | 4,224 | $73.3 萬 | 0.05% | +327+8.4% | 加碼 |
| Marshall Financial Group LLC | 4,236 | $73.5 萬 | 0.12% | +142+3.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,240 | $73.5 萬 | 0.01% | −111−2.6% | 減碼 |
| Independent Advisor Alliance | 4,279 | $74.2 萬 | 0.01% | +469+12.3% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,383 | $76.0 萬 | 0.04% | +256+6.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 4,394 | $76.2 萬 | 0.02% | −185−4.0% | 減碼 |
| Sentinus, LLC | 4,395 | $76.2 萬 | 0.07% | +2,894+192.8% | 加碼 |
| Change Path, LLC | 4,400 | $76.3 萬 | 0.02% | −4−0.1% | 減碼 |
| Trust Point Inc. | 4,414 | $76.6 萬 | 0.07% | +2,068+88.2% | 加碼 |
| Norway Savings Bank | 4,417 | $76.6 萬 | 0.36% | −1,357−23.5% | 減碼 |
| Cascade Financial Partners, LLC | 4,423 | $76.7 萬 | 0.08% | −53−1.2% | 減碼 |
| Level Four Advisory Services, LLC | 4,423 | $76.7 萬 | 0.03% | +353+8.7% | 加碼 |
| Gateway Investment Advisers LLC | 4,450 | $77.2 萬 | 0.01% | −1,014−18.6% | 減碼 |
| Mma Asset Management LLC | 4,460 | $77.4 萬 | 0.27% | +377+9.2% | 加碼 |
| Bridgewater Advisors Inc. | 4,876 | $77.5 萬 | 0.05% | −277−5.4% | 減碼 |
| Center For Asset Management LLC | 4,511 | $78.2 萬 | 0.39% | −39−0.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,520 | $78.4 萬 | 0.01% | −2,162−32.4% | 減碼 |
| Oppenheimer & Co Inc | 4,536 | $78.7 萬 | 0.01% | −432−8.7% | 減碼 |
| Bryn Mawr Trust Co | 4,582 | $79.5 萬 | 0.02% | +274+6.4% | 加碼 |
| West Family Investments, Inc. | 4,614 | $80.0 萬 | 0.28% | −64−1.4% | 減碼 |
| Cigna Investments Inc | 4,628 | $80.3 萬 | 0.12% | −80−1.7% | 減碼 |
| Murphy Pohlad Asset Management LLC | 4,645 | $80.6 萬 | 0.29% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 4,645 | $80.6 萬 | 0.12% | +22+0.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 4,671 | $81.0 萬 | 0.05% | +220+4.9% | 加碼 |
| Dover Advisors, LLC | 4,689 | $81.3 萬 | 0.34% | −2,689−36.4% | 減碼 |
| Beck Bode, LLC | 4,689 | $81.3 萬 | 0.14% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 4,706 | $81.6 萬 | 0.02% | −20−0.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,711 | $81.7 萬 | 0.03% | −42−0.9% | 減碼 |
| HM Payson & Co | 4,726 | $82.0 萬 | 0.01% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 4,766 | $82.7 萬 | 0.04% | +1,893+65.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,792 | $83.1 萬 | 0.21% | −7−0.1% | 減碼 |
| Regal Investment Advisors LLC | 4,832 | $83.8 萬 | 0.05% | +596+14.1% | 加碼 |
| Aaron Wealth Advisors | 4,835 | $83.9 萬 | 0.05% | +795+19.7% | 加碼 |
| Evergreen Wealth Solutions, LLC | 4,882 | $84.7 萬 | 0.06% | +506+11.6% | 加碼 |
| TBH Global Asset Management, LLC | 4,887 | $84.8 萬 | 0.17% | +514+11.8% | 加碼 |
| Gilbert & Cook, Inc. | 4,895 | $84.9 萬 | 0.11% | +9+0.2% | 加碼 |
| Colter Lewis Investment Partners LLC | 4,924 | $85.4 萬 | 0.80% | +4,924 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 4,998 | $86.7 萬 | 0.07% | +150+3.1% | 加碼 |
| Kathmere Capital Management, LLC | 4,998 | $86.7 萬 | 0.05% | +1,457+41.1% | 加碼 |
| Cito Capital Group, LLC | 5,000 | $86.7 萬 | 0.27% | 00.0% | 不變 |