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 |
|---|---|---|---|---|---|
| Truefg, LLC | 5,000 | $86.7 萬 | 0.23% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 4,998 | $86.8 萬 | 0.12% | +70+1.4% | 加碼 |
| Quantitative Investment Management, LLC | 5,021 | $87.0 萬 | 0.09% | −1,867−27.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,021 | $87.1 萬 | 0.40% | +5,021 | 新進 |
| Fjell Capital, LLC | 5,098 | $88.4 萬 | 0.68% | +144+2.9% | 加碼 |
| Broadway Wealth Solutions, Inc. | 5,107 | $88.6 萬 | 0.46% | −9−0.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 5,114 | $88.7 萬 | 0.01% | +62+1.2% | 加碼 |
| Wedmont Private Capital | 5,048 | $88.7 萬 | 0.03% | −557−9.9% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 5,136 | $89.1 萬 | 0.14% | −22−0.4% | 減碼 |
| Advyzon Investment Management, LLC | 5,166 | $89.6 萬 | 0.08% | +1,796+53.3% | 加碼 |
| Nilsine Partners, LLC | 5,269 | $89.7 萬 | 0.07% | −303−5.4% | 減碼 |
| AlphaCore Capital LLC | 5,170 | $89.7 萬 | 0.02% | +1,727+50.2% | 加碼 |
| Canandaigua National Corp | 5,248 | $91.0 萬 | 0.08% | +5,248 | 新進 |
| Quadcap Wealth Management, LLC | 5,293 | $91.8 萬 | 0.10% | +74+1.4% | 加碼 |
| Checchi Capital Advisers, LLC | 5,319 | $92.3 萬 | 0.06% | +369+7.5% | 加碼 |
| Fidelis Capital Partners, LLC | 5,355 | $92.9 萬 | 0.07% | −201−3.6% | 減碼 |
| JGP Wealth Management, LLC | 5,402 | $93.7 萬 | 0.10% | −146−2.6% | 減碼 |
| Employees Retirement System of Texas | 5,414 | $93.9 萬 | 0.01% | +297+5.8% | 加碼 |
| Trust Asset Management LLC | 5,454 | $94.6 萬 | 0.07% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,458 | $94.7 萬 | 0.02% | +2,943+117.0% | 加碼 |
| Concord Asset Management, LLC | 5,473 | $94.9 萬 | 0.16% | −211−3.7% | 減碼 |
| Mattern Capital Management, LLC | 5,492 | $95.3 萬 | 0.11% | +551+11.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,528 | $95.9 萬 | 0.14% | +5+0.1% | 加碼 |
| Neville Rodie & Shaw Inc | 5,530 | $95.9 萬 | 0.07% | 00.0% | 不變 |
| Rothschild Investment LLC | 5,551 | $96.3 萬 | 0.05% | +1,889+51.6% | 加碼 |
| S-Bank Fund Management Ltd | 5,559 | $96.4 萬 | 0.14% | −207−3.6% | 減碼 |
| NorthRock Partners, LLC | 5,587 | $96.9 萬 | 0.02% | +3,119+126.4% | 加碼 |
| Abc Arbitrage SA | 5,613 | $97.4 萬 | 0.13% | −7,564−57.4% | 減碼 |
| Elmwood Wealth Management, Inc. | 5,622 | $97.5 萬 | 0.27% | −245−4.2% | 減碼 |
| Nicolet Bankshares Inc | 5,666 | $97.8 萬 | 0.04% | +3,192+129.0% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,653 | $98.0 萬 | 0.25% | −90−1.6% | 減碼 |
| Laurel Oak Wealth Management, LLC | 5,654 | $98.1 萬 | 0.16% | −9−0.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,667 | $98.3 萬 | 0.05% | +286+5.3% | 加碼 |
| Adviser Investments LLC | 5,678 | $98.5 萬 | 0.01% | −1,042−15.5% | 減碼 |
| Donaldson Capital Management, LLC | 5,705 | $99.0 萬 | 0.03% | −477−7.7% | 減碼 |
| LMCG Investments, LLC | 5,712 | $99.1 萬 | 0.06% | +5,712 | 新進 |
| Souders Financial Advisors | 5,763 | $100.0 萬 | 0.11% | −790−12.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 5,780 | $100.3 萬 | 0.18% | −420−6.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,799 | $100.6 萬 | 0.24% | +2,516+76.6% | 加碼 |
| Novem Group | 5,799 | $100.6 萬 | 0.12% | +335+6.1% | 加碼 |
| AA Financial Advisors, LLC | 5,806 | $100.7 萬 | 0.14% | −322−5.3% | 減碼 |
| Belpointe Asset Management LLC | 5,811 | $100.8 萬 | 0.04% | −468−7.5% | 減碼 |
| Prosperity Consulting Group, LLC | 5,831 | $101.1 萬 | 0.05% | −6,883−54.1% | 減碼 |
| Integrity Alliance, LLC. | 5,864 | $101.7 萬 | 0.04% | −547−8.5% | 減碼 |
| D.A. Davidson & Co. | 5,975 | $103.6 萬 | 0.01% | −61−1.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 5,994 | $104.0 萬 | 0.07% | −14−0.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,002 | $104.1 萬 | 0.04% | +359+6.4% | 加碼 |
| Advisory Services Network, LLC | 6,008 | $104.2 萬 | 0.01% | +916+18.0% | 加碼 |
| Douglas Lane & Associates, LLC | 6,033 | $104.6 萬 | 0.02% | +6,033 | 新進 |
| Thompson Siegel & Walmsley LLC | 6,049 | $104.9 萬 | 0.02% | 00.0% | 不變 |
| Graybill Bartz & Assoc Ltd | 6,053 | $105.0 萬 | 0.32% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 6,092 | $105.7 萬 | 0.52% | +34+0.6% | 加碼 |
| Venturi Wealth Management, LLC | 6,102 | $105.8 萬 | 0.05% | +1,607+35.8% | 加碼 |
| Middleton & Co Inc | 6,116 | $106.1 萬 | 0.12% | +3,673+150.3% | 加碼 |
| Ambassador Advisors, LLC | 8,273 | $106.1 萬 | 0.16% | +5,162+165.9% | 加碼 |
| Daymark Wealth Partners, LLC | 6,135 | $106.4 萬 | 0.03% | +4,619+304.7% | 加碼 |
| Exchange Bank | 6,164 | $106.9 萬 | 0.74% | −6−0.1% | 減碼 |
| Sagespring Wealth Partners, LLC | 6,186 | $107.3 萬 | 0.02% | +1,220+24.6% | 加碼 |
| Westpac Banking Corp | 6,198 | $107.5 萬 | 0.07% | +2,584+71.5% | 加碼 |
| Simplicity Wealth,LLC | 6,227 | $108.0 萬 | 0.06% | +308+5.2% | 加碼 |
| Concord Wealth Partners | 6,268 | $108.7 萬 | 0.14% | +584+10.3% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,338 | $109.9 萬 | 0.04% | −4,032−38.9% | 減碼 |
| Citizens & Northern Corp | 6,340 | $110.0 萬 | 0.27% | −169−2.6% | 減碼 |
| Pinebridge Investments LLC | 6,342 | $110.0 萬 | 0.01% | −2,395−27.4% | 減碼 |
| Ameritas Advisory Services, LLC | 6,347 | $110.1 萬 | 0.04% | −1,302−17.0% | 減碼 |
| Journey Strategic Wealth LLC | 6,417 | $111.3 萬 | 0.03% | +1,693+35.8% | 加碼 |
| TD Private Client Wealth LLC | 6,418 | $111.3 萬 | 0.02% | +1,168+22.2% | 加碼 |
| Chatham Capital Group, Inc. | 6,453 | $111.9 萬 | 0.16% | −325−4.8% | 減碼 |
| Diversify Wealth Management, LLC | 6,618 | $113.1 萬 | 0.02% | +6,618 | 新進 |
| Arkadios Wealth Advisors | 6,519 | $113.1 萬 | 0.02% | −518−7.4% | 減碼 |
| Evergreen Capital Management LLC | 6,522 | $113.1 萬 | 0.02% | +4,138+173.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,537 | $113.4 萬 | 0.16% | +4,879+294.3% | 加碼 |
| Smithfield Trust Co | 6,576 | $114.0 萬 | 0.05% | −43−0.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 6,622 | $114.9 萬 | 0.19% | +22+0.3% | 加碼 |
| Ridgewood Investments LLC | 6,641 | $115.2 萬 | 0.47% | +6,641 | 新進 |
| Parallel Advisors, LLC | 6,681 | $115.9 萬 | 0.02% | +195+3.0% | 加碼 |
| WestHill Financial Advisors, Inc. | 6,709 | $116.4 萬 | 0.22% | −22−0.3% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 6,716 | $116.5 萬 | 0.24% | +871+14.9% | 加碼 |
| US Asset Management LLC | 6,760 | $117.3 萬 | 1.02% | −18−0.3% | 減碼 |
| Smith, Salley & Associates | 6,776 | $117.5 萬 | 0.06% | +1,255+22.7% | 加碼 |
| Welch & Forbes LLC | 6,789 | $117.8 萬 | 0.02% | −55−0.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 6,752 | $117.9 萬 | 0.04% | +2,166+47.2% | 加碼 |
| First Citizens Bank & Trust Co | 6,837 | $118.6 萬 | 0.02% | −1,536−18.3% | 減碼 |
| Westerkirk Capital Inc. | 6,910 | $119.9 萬 | 0.13% | −500−6.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,995 | $121.3 萬 | 0.02% | +6,995 | 新進 |
| Perigon Wealth Management, LLC | 7,012 | $121.6 萬 | 0.02% | −884−11.2% | 減碼 |
| McAdam, LLC | 7,027 | $121.9 萬 | 0.05% | +24+0.3% | 加碼 |
| Arwa LLC | 7,046 | $122.0 萬 | 0.60% | +420+6.3% | 加碼 |
| Hills Bank & Trust Co | 7,154 | $124.1 萬 | 0.06% | −1,686−19.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 7,209 | $125.0 萬 | 0.04% | −16−0.2% | 減碼 |
| Valeo Financial Advisors, LLC | 7,214 | $125.1 萬 | 0.03% | +1,857+34.7% | 加碼 |
| TCTC Holdings, LLC | 7,247 | $125.7 萬 | 0.04% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,294 | $126.5 萬 | 0.07% | +6,155+540.4% | 加碼 |
| Twinbeech Capital LP | 7,300 | $126.6 萬 | 0.13% | −20,037−73.3% | 減碼 |
| Ballentine Partners, LLC | 7,334 | $127.2 萬 | 0.02% | −2,302−23.9% | 減碼 |
| LS Investment Advisors, LLC | 7,336 | $127.2 萬 | 0.19% | −10−0.1% | 減碼 |
| Stephens Inc | 7,412 | $128.6 萬 | 0.02% | +1,029+16.1% | 加碼 |
| Krilogy Financial LLC | 7,093 | $129.5 萬 | 0.04% | +4,688+194.9% | 加碼 |
| Penserra Capital Management LLC | 7,516 | $130.2 萬 | 0.02% | +4,812+178.0% | 加碼 |
| Pallas Capital Advisors LLC | 7,518 | $130.4 萬 | 0.05% | +2,626+53.7% | 加碼 |