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 |
|---|---|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 2,100 | $36.4 萬 | 0.08% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 2,096 | $36.4 萬 | 0.18% | −60−2.8% | 減碼 |
| Joel Isaacson & Co., LLC | 2,094 | $36.3 萬 | 0.01% | +7+0.3% | 加碼 |
| Congress Asset Management Co | 2,087 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 2,071 | $35.9 萬 | 0.09% | +10+0.5% | 加碼 |
| Reliant Investment Management, LLC | 2,066 | $35.8 萬 | 0.17% | 00.0% | 不變 |
| Abundance Wealth Counselors | 2,042 | $35.4 萬 | 0.05% | +2,042 | 新進 |
| Fiduciary Family Office, LLC | 2,040 | $35.4 萬 | 0.10% | +640+45.7% | 加碼 |
| Fisher Asset Management, LLC | 2,037 | $35.3 萬 | 0.00% | −140−6.4% | 減碼 |
| GeoWealth Management, LLC | 2,036 | $35.3 萬 | 0.01% | +430+26.8% | 加碼 |
| Federated Hermes, Inc. | 2,037 | $35.3 萬 | 0.00% | −60−2.9% | 減碼 |
| Merrion Investment Management Co, LLC | 2,031 | $35.2 萬 | 0.19% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 2,030 | $35.2 萬 | 0.04% | −15−0.7% | 減碼 |
| Eagle Harbor Asset Management Inc | 2,029 | $35.2 萬 | 0.30% | +800+65.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,019 | $35.0 萬 | 0.01% | +28+1.4% | 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 |
| AGH Wealth Advisors, LLC | 2,002 | $34.7 萬 | 0.26% | +247+14.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 2,001 | $34.7 萬 | 0.07% | +91+4.8% | 加碼 |
| Hutchinson Capital Management | 1,999 | $34.7 萬 | 0.06% | +1+0.1% | 加碼 |
| S&CO Inc | 2,000 | $34.6 萬 | 0.02% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 1,991 | $34.5 萬 | 0.01% | +83+4.4% | 加碼 |
| Davis R M Inc | 1,991 | $34.5 萬 | 0.01% | +373+23.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 1,988 | $34.5 萬 | 0.02% | +56+2.9% | 加碼 |
| Atala Financial Inc | 1,981 | $34.4 萬 | 0.23% | +700+54.6% | 加碼 |
| Sigma Planning Corp | 1,979 | $34.3 萬 | 0.01% | −526−21.0% | 減碼 |
| True North Advisors, LLC | 1,958 | $34.0 萬 | 0.04% | +803+69.5% | 加碼 |
| CKW Financial Group | 1,963 | $33.7 萬 | 0.04% | +6+0.3% | 加碼 |
| GEM Asset Management, LLC | 1,929 | $33.5 萬 | 0.15% | −4−0.2% | 減碼 |
| Howard Capital Management Inc. | 1,918 | $33.3 萬 | 0.01% | −2,071−51.9% | 減碼 |
| Optas, LLC | 1,913 | $33.2 萬 | 0.05% | +84+4.6% | 加碼 |
| Ignite Planners, LLC | 1,908 | $33.1 萬 | 0.05% | +190+11.1% | 加碼 |
| 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 |
| Simplex Trading, LLC | 1,893 | $32.8 萬 | 0.01% | −2,910−60.6% | 減碼 |
| Sun Financial Inc | 2,051 | $32.8 萬 | 0.16% | −125−5.7% | 減碼 |
| Acima Private Wealth, LLC | 1,881 | $32.6 萬 | 0.10% | −36−1.9% | 減碼 |
| Alta Advisers Ltd | 1,878 | $32.6 萬 | 0.12% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,934 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Talisman Wealth Advisors LLC | 1,870 | $32.4 萬 | 0.26% | −51−2.7% | 減碼 |
| Golden State Equity Partners | 1,868 | $32.4 萬 | 0.02% | +692+58.8% | 加碼 |
| CWA Asset Management Group, LLC | 1,867 | $32.4 萬 | 0.01% | −644−25.6% | 減碼 |
| Matauro, LLC | 1,865 | $32.3 萬 | 0.05% | −872−31.9% | 減碼 |
| Verus Capital Partners, LLC | 1,857 | $32.2 萬 | 0.02% | +1,857 | 新進 |
| Dynamic Advisor Solutions LLC | 1,843 | $32.0 萬 | 0.01% | +141+8.3% | 加碼 |
| Northwest Wealth Management, LLC | 1,842 | $31.9 萬 | 0.05% | +1,842 | 新進 |
| Koshinski Asset Management, Inc. | 1,836 | $31.8 萬 | 0.02% | +485+35.9% | 加碼 |
| MBL Wealth, LLC | 1,825 | $31.7 萬 | 0.02% | +1,825 | 新進 |
| Financial Management Professionals, Inc. | 1,815 | $31.5 萬 | 0.04% | +27+1.5% | 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 |
| Childress Capital Advisors, LLC | 1,809 | $31.4 萬 | 0.06% | +48+2.7% | 加碼 |
| Cornerstone Advisory, LLC | 1,793 | $31.1 萬 | 0.03% | −186−9.4% | 減碼 |
| Dillon & Associates Inc | 1,800 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,792 | $31.1 萬 | 0.01% | +72+4.2% | 加碼 |
| Sym Financial Corp | 1,789 | $31.0 萬 | 0.03% | +379+26.9% | 加碼 |
| Northstar Financial Companies, Inc. | 1,787 | $31.0 萬 | 0.25% | −167−8.5% | 減碼 |
| Waterloo Capital, L.P. | 1,781 | $30.9 萬 | 0.02% | +1,781 | 新進 |
| New Hampshire Trust | 1,778 | $30.8 萬 | 0.06% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 1,761 | $30.5 萬 | 0.04% | +84+5.0% | 加碼 |
| Summit Asset Management, LLC | 1,757 | $30.5 萬 | 0.04% | +1+0.1% | 加碼 |
| Symphony Financial, Ltd. Co. | 1,752 | $30.4 萬 | 0.04% | +1,752 | 新進 |
| Wall Street Access Asset Management, LLC | 1,705 | $30.2 萬 | 0.08% | −75−4.2% | 減碼 |
| Umpqua Bank | 1,736 | $30.1 萬 | 0.09% | +85+5.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,730 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Evernest Financial Advisors, LLC | 1,758 | $29.9 萬 | 0.06% | −136−7.2% | 減碼 |
| Tempo Wealth, LLC | 1,722 | $29.9 萬 | 0.05% | −14−0.8% | 減碼 |
| Tower Bridge Advisors | 1,716 | $29.8 萬 | 0.03% | −200−10.4% | 減碼 |
| LifeGoal Wealth Advisors | 1,725 | $29.6 萬 | 0.17% | +1,725 | 新進 |
| SageView Advisory Group, LLC | 1,706 | $29.6 萬 | 0.01% | −152−8.2% | 減碼 |
| Sava Infond d.o.o. | 1,700 | $29.5 萬 | 0.04% | +900+112.5% | 加碼 |
| Riversedge Advisors, LLC | 1,698 | $29.5 萬 | 0.05% | +1,698 | 新進 |
| Meridian Wealth Advisors, LLC | 1,695 | $29.4 萬 | 0.04% | +38+2.3% | 加碼 |
| Diversified Enterprises, LLC | 1,691 | $29.3 萬 | 0.02% | +446+35.8% | 加碼 |
| Abner Herrman & Brock LLC | 1,690 | $29.3 萬 | 0.03% | 00.0% | 不變 |
| Sanchez Gaunt Capital Management, LLC | 1,688 | $29.3 萬 | 0.18% | +1,688 | 新進 |
| Mayflower Financial Advisors, LLC | 1,681 | $29.2 萬 | 0.04% | −215−11.3% | 減碼 |
| Hibernia Wealth Partners, LLC | 1,672 | $29.0 萬 | 0.09% | +53+3.3% | 加碼 |
| Bailard, Inc. | 1,667 | $28.9 萬 | 0.01% | +4+0.2% | 加碼 |
| Waldron Private Wealth LLC | 1,661 | $28.8 萬 | 0.01% | +35+2.2% | 加碼 |
| Investment Partners, Ltd. | 1,658 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 1,652 | $28.7 萬 | 0.03% | −21−1.3% | 減碼 |
| Walleye Capital LLC | 1,649 | $28.6 萬 | 0.00% | −11,489−87.4% | 減碼 |
| Clear Creek Financial Management, LLC | 1,647 | $28.6 萬 | 0.02% | +198+13.7% | 加碼 |
| Basecamp Wealth Advisors LLC | 1,643 | $28.5 萬 | 0.06% | +233+16.5% | 加碼 |
| FSM Wealth Advisors, LLC | 1,643 | $28.5 萬 | 0.04% | −163−9.0% | 減碼 |
| TFR Capital, LLC. | 1,638 | $28.4 萬 | 0.09% | +31+1.9% | 加碼 |
| BlueSky Wealth Advisors, LLC | 1,635 | $28.4 萬 | 0.04% | +1,635 | 新進 |
| Gratus Wealth Advisors, LLC | 1,632 | $28.3 萬 | 0.04% | −65−3.8% | 減碼 |
| Defiance ETFs, LLC | 1,623 | $28.2 萬 | 0.00% | +1,623 | 新進 |
| Gladstone Institutional Advisory LLC | 1,619 | $28.1 萬 | 0.01% | +103+6.8% | 加碼 |
| OneAscent Family Office, LLC | 1,618 | $28.1 萬 | 0.20% | +357+28.3% | 加碼 |
| Hall Laurie J Trustee | 1,610 | $27.9 萬 | 0.10% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 1,607 | $27.9 萬 | 0.11% | 00.0% | 不變 |
| Eastern Bank | 1,605 | $27.8 萬 | 0.00% | +3+0.2% | 加碼 |
| Everhart Financial Group, Inc. | 1,602 | $27.8 萬 | 0.02% | +1,602 | 新進 |
| Sun Group Wealth Partners | 1,600 | $27.8 萬 | 0.22% | −138−7.9% | 減碼 |
| Ewa, LLC | 1,598 | $27.7 萬 | 0.06% | +54+3.5% | 加碼 |