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 |
|---|---|---|---|---|---|
| VestGen Advisors, LLC | 3,129 | $51.1 萬 | 0.01% | +3,129 | 新進 |
| Archvest Wealth Advisors, Inc. | 2,918 | $50.6 萬 | 0.33% | +200+7.4% | 加碼 |
| White Pine Investment CO | 2,920 | $50.6 萬 | 0.12% | −173−5.6% | 減碼 |
| Ellevest, Inc. | 2,910 | $50.5 萬 | 0.07% | +228+8.5% | 加碼 |
| NorthStar Asset Management LLC | 2,900 | $50.3 萬 | 0.24% | −4,231−59.3% | 減碼 |
| Mayport, LLC | 2,893 | $50.2 萬 | 0.09% | +1,095+60.9% | 加碼 |
| NewEdge Wealth, LLC | 2,881 | $50.0 萬 | 0.01% | −13,024−81.9% | 減碼 |
| Strid Group, LLC | 2,873 | $49.8 萬 | 0.06% | 00.0% | 不變 |
| Natixis | 2,852 | $49.5 萬 | 0.00% | −18,404−86.6% | 減碼 |
| Cambria Investment Management, L.P. | 2,849 | $49.4 萬 | 0.03% | +2,849 | 新進 |
| Premier Path Wealth Partners, LLC | 2,844 | $49.3 萬 | 0.06% | +322+12.8% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,844 | $49.3 萬 | 0.17% | +1,138+66.7% | 加碼 |
| Sterling Wealth Management, Inc. | 2,817 | $48.9 萬 | 0.13% | 00.0% | 不變 |
| DF Dent & Co Inc | 2,816 | $48.8 萬 | 0.01% | −2,912−50.8% | 減碼 |
| IHT Wealth Management, LLC | 2,808 | $48.7 萬 | 0.01% | +50+1.8% | 加碼 |
| FORA Capital, LLC | 2,806 | $48.7 萬 | 0.04% | +2,806 | 新進 |
| Meritas Wealth Management, LLC | 2,805 | $48.7 萬 | 0.22% | 00.0% | 不變 |
| PFG Investments, LLC | 2,794 | $48.5 萬 | 0.02% | +1,036+58.9% | 加碼 |
| Private Trust Co NA | 2,788 | $48.4 萬 | 0.04% | −75−2.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,776 | $48.2 萬 | 0.01% | −189−6.4% | 減碼 |
| VeraBank, N.A. | 2,741 | $47.5 萬 | 0.09% | −1,069−28.1% | 減碼 |
| Fulcrum Asset Management LLP | 2,721 | $47.5 萬 | 0.07% | +131+5.1% | 加碼 |
| Portland Global Advisors LLC | 2,739 | $47.5 萬 | 0.05% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 2,734 | $47.4 萬 | 0.30% | +50+1.9% | 加碼 |
| Knightsbridge Asset Management, LLC | 2,729 | $47.3 萬 | 0.06% | +2,729 | 新進 |
| SOA Wealth Advisors, LLC. | 2,728 | $47.3 萬 | 0.09% | −33−1.2% | 減碼 |
| Savvy Advisors, Inc. | 2,717 | $47.1 萬 | 0.01% | +221+8.9% | 加碼 |
| First Horizon Corp | 2,717 | $47.1 萬 | 0.02% | +1,045+62.5% | 加碼 |
| Wealthspire Advisors, LLC | 2,700 | $46.8 萬 | 0.00% | −4,039−59.9% | 減碼 |
| Capital Advisors Inc | 2,699 | $46.8 萬 | 0.01% | +42+1.6% | 加碼 |
| Advisortrust Partners, LLC | 2,681 | $46.5 萬 | 0.19% | +2,681 | 新進 |
| Warther Private Wealth, LLC | 2,680 | $46.5 萬 | 0.11% | −19−0.7% | 減碼 |
| Rossby Financial, LCC | 2,704 | $46.5 萬 | 0.10% | −49−1.8% | 減碼 |
| Trust Co of Toledo NA | 2,677 | $46.4 萬 | 0.04% | −1,776−39.9% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 2,673 | $46.4 萬 | 0.08% | −703−20.8% | 減碼 |
| Bulltick Wealth Management, LLC | 2,648 | $45.9 萬 | 0.10% | +1,546+140.3% | 加碼 |
| L2 Asset Management, LLC | 2,647 | $45.9 萬 | 0.04% | +182+7.4% | 加碼 |
| Armis Advisers, LLC | 2,867 | $45.6 萬 | 0.04% | −146−4.8% | 減碼 |
| Quotient Wealth Partners, LLC | 2,630 | $45.6 萬 | 0.01% | +34+1.3% | 加碼 |
| Jacobi Capital Management LLC | 2,628 | $45.6 萬 | 0.03% | +96+3.8% | 加碼 |
| Boston Research & Management Inc | 2,620 | $45.4 萬 | 0.11% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 2,618 | $45.4 萬 | 0.03% | +2,618 | 新進 |
| Leavell Investment Management, Inc. | 2,606 | $45.2 萬 | 0.02% | −2,399−47.9% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 2,594 | $45.0 萬 | 0.05% | −5,842−69.3% | 減碼 |
| LGT Group Foundation | 2,593 | $45.0 萬 | 0.01% | −14−0.5% | 減碼 |
| Ninety One SA (PTY) Ltd | 2,589 | $44.9 萬 | 0.02% | −378−12.7% | 減碼 |
| Nvest Financial, LLC | 2,583 | $44.8 萬 | 0.17% | −41−1.6% | 減碼 |
| C2C Wealth Management, LLC | 2,580 | $44.8 萬 | 0.38% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 2,562 | $44.4 萬 | 0.01% | +697+37.4% | 加碼 |
| West Paces Advisors Inc. | 2,546 | $44.2 萬 | 0.09% | −2,320−47.7% | 減碼 |
| Heritage Investors Management Corp | 2,535 | $44.0 萬 | 0.01% | +2,535 | 新進 |
| Journey Advisory Group, LLC | 2,224 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| Broderick Brian C | 2,500 | $43.4 萬 | 0.08% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 2,494 | $43.3 萬 | 0.03% | +586+30.7% | 加碼 |
| Drive Wealth Management, LLC | 2,489 | $43.2 萬 | 0.09% | +987+65.7% | 加碼 |
| Insigneo Advisory Services, LLC | 2,487 | $43.1 萬 | 0.03% | −531−17.6% | 減碼 |
| Montag A & Associates Inc | 2,475 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Avestar Capital, LLC | 2,457 | $42.6 萬 | 0.03% | +1,299+112.2% | 加碼 |
| Aprio Wealth Management, LLC | 2,453 | $42.5 萬 | 0.02% | +703+40.2% | 加碼 |
| Calamos Wealth Management LLC | 2,450 | $42.5 萬 | 0.01% | +247+11.2% | 加碼 |
| Thrive Wealth Management, LLC | 2,437 | $42.3 萬 | 0.06% | −373−13.3% | 減碼 |
| Aberdeen Wealth Management LLC | 2,436 | $42.3 萬 | 0.19% | 00.0% | 不變 |
| QTR Family Wealth, LLC | 2,418 | $41.8 萬 | 0.17% | +1,021+73.1% | 加碼 |
| Personal Cfo Solutions, LLC | 2,404 | $41.7 萬 | 0.06% | −249−9.4% | 減碼 |
| Trust Co | 2,401 | $41.6 萬 | 0.04% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 2,392 | $41.5 萬 | 0.12% | +1,257+110.7% | 加碼 |
| Moors & Cabot, Inc. | 2,391 | $41.5 萬 | 0.02% | −488−17.0% | 減碼 |
| Grove Bank & Trust | 2,367 | $41.1 萬 | 0.05% | +1,235+109.1% | 加碼 |
| Capital Planning Advisors, LLC | 2,366 | $41.0 萬 | 0.06% | −17,180−87.9% | 減碼 |
| Powell Investment Advisors, LLC | 2,359 | $40.9 萬 | 0.14% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,358 | $40.9 萬 | 0.00% | −306−11.5% | 減碼 |
| Sapient Capital LLC | 2,341 | $40.6 萬 | 0.01% | +1,018+76.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,314 | $40.1 萬 | 0.02% | +35+1.5% | 加碼 |
| Caerus Investment Advisors, LLC | 2,304 | $40.0 萬 | 0.17% | +433+23.1% | 加碼 |
| GenTrust, LLC | 2,303 | $39.9 萬 | 0.02% | +2,303 | 新進 |
| Goldenstone Wealth Management LLC | 2,295 | $39.8 萬 | 0.29% | 00.0% | 不變 |
| Foguth Wealth Management, LLC. | 2,472 | $39.5 萬 | 0.05% | −7−0.3% | 減碼 |
| Umb Bank N A | 2,277 | $39.5 萬 | 0.01% | −790−25.8% | 減碼 |
| Frec Markets, Inc. | 2,270 | $39.4 萬 | 0.07% | +37+1.7% | 加碼 |
| Csenge Advisory Group | 2,259 | $39.2 萬 | 0.02% | −323−12.5% | 減碼 |
| Avalon Trust Co | 2,244 | $38.9 萬 | 0.03% | −74−3.2% | 減碼 |
| Meeder Asset Management Inc | 2,243 | $38.9 萬 | 0.02% | +2,129+1,867.5% | 加碼 |
| ARS Investment Partners, LLC | 2,228 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 2,225 | $38.6 萬 | 0.00% | +296+15.3% | 加碼 |
| Destination Wealth Management | 2,224 | $38.6 萬 | 0.01% | −231−9.4% | 減碼 |
| Genesis Private Wealth, LLC | 2,217 | $38.5 萬 | 0.12% | +721+48.2% | 加碼 |
| Financial Consulate, Inc | 2,210 | $38.3 萬 | 0.05% | −8−0.4% | 減碼 |
| Foundations Investment Advisors, LLC | 2,202 | $38.2 萬 | 0.00% | +258+13.3% | 加碼 |
| Walter & Keenan Financial Consulting Co | 2,194 | $38.1 萬 | 0.11% | −14−0.6% | 減碼 |
| Lawood & Co | 2,189 | $38.0 萬 | 0.35% | 00.0% | 不變 |
| Mosley Wealth Management | 1,874 | $37.8 萬 | 0.17% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 2,177 | $37.7 萬 | 0.01% | +2,177 | 新進 |
| Roble, Belko & Company, Inc | 2,170 | $37.6 萬 | 0.05% | −285−11.6% | 減碼 |
| Private Wealth Asset Management, LLC | 2,152 | $37.3 萬 | 0.04% | +354+19.7% | 加碼 |
| Harbour Investments, Inc. | 2,147 | $37.2 萬 | 0.01% | +883+69.9% | 加碼 |
| Kearns & Associates LLC | 2,145 | $37.2 萬 | 0.20% | −715−25.0% | 減碼 |
| Americana Partners, LLC | 2,136 | $37.0 萬 | 0.01% | +2,136 | 新進 |
| Stokes Family Office, LLC | 2,127 | $36.9 萬 | 0.04% | −683−24.3% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,109 | $36.6 萬 | 0.01% | −29−1.4% | 減碼 |
| Fielder Capital Group LLC | 2,105 | $36.5 萬 | 0.08% | +29+1.4% | 加碼 |