Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
PREZZO DELLE AZIONI
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership6,008 shares
Latest Disclosed Value $ 1,042,118
Advisory Services Network, LLC reports 17.99% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 6,008 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $899,097 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,092 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 17.99% during the quarter. The current value of the position is $830,306 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MARSH & MCLENNAN COMPANIES Stock 571748102 6,008 916 17.99 1,042 10.38 0.0096
2026-02-17 2025-12-31 13F MARSH & MCLENNAN COMPANIES Stock 571748102 5,092 -2,452 -32.50 945 -37.89 0.0134
2025-11-18 2025-09-30 13F MARSH & MCLENNAN COS Stock 571748102 7,544 -1,109 -12.82 1,520 -11.78 0.0223
2025-08-19 2025-06-30 13F MARSH & MCLENNAN COS Stock 571748102 8,653 -16 -0.18 1,723 -18.53 0.0277
2025-05-15 2025-03-31 13F MARSH & MCLENNAN COS Stock 571748102 8,669 -170 -1.92 2,116 12.68 0.0407
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS Stock 571748102 8,839 502 6.02 1,877 6.89 0.0350
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS Stock 571748102 8,337 0 0.00 1,757 0.00 0.0363
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS Stock 571748102 8,337 271 3.36 1,757 5.72 0.0363
2024-05-06 2024-03-31 13F MARSH & MCLENNAN COS Stock 571748102 8,066 -3,614 -30.94 1,661 -24.94 0.0368
2024-02-09 2023-12-31 13F MARSH & MCLENNAN COS Stock 571748102 11,680 1,622 16.13 2,213 15.62 0.0541
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS Stock 571748102 10,058 285 2.92 1,914 4.13 0.0514
2023-08-09 2023-06-30 13F MARSH & MCLENNAN COS Stock 571748102 9,773 -9 -0.09 1,838 12.83 0.0490
2023-05-17 2023-03-31 13F MARSH & MCLENNAN COS Stock 571748102 9,782 -357 -3.52 1,629 -2.86 0.0451
2023-02-13 2022-12-31 13F MARSH & MCLENNAN COS Stock 571748102 10,139 1,165 12.98 1,678 25.24 0.0514
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS Stock 571748102 8,974 -201 -2.19 1,339 -6.04 0.0473
2022-08-02 2022-06-30 13F MARSH & MCLENNAN COS Stock 571748102 9,175 2,515 37.76 1,425 25.55 0.0487
2022-05-23 2022-03-31 13F MARSH & MCLENNAN COS Stock 571748102 6,660 -4,338 -39.44 1,135 -40.64 0.0334
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS Stock 571748102 10,998 256 2.38 1,912 17.52 0.0550
2021-11-05 2021-09-30 13F MARSH & MCLENNAN COS Stock 571748102 10,742 4,733 78.77 1,627 92.54 0.0517
2021-08-12 2021-06-30 13F MARSH & MCLENNAN COS Stock 571748102 6,009 2,634 78.04 845 105.10 0.0267
2021-05-24 2021-03-31 13F MARSH & MCLENNAN COS Stock 571748102 3,375 -1,064 -23.97 412 -20.62 0.0153
2021-02-09 2020-12-31 13F MARSH & MCLENNAN COS Stock 571748102 4,439 -1,020 -18.68 519 -17.09 0.0208
2020-11-16 2020-09-30 13F MARSH & MCLENNAN COS Stock 571748102 5,459 -535 -8.93 626 -2.64 0.0295
2020-08-10 2020-06-30 13F MARSH & MCLENNAN COMPANIES Stock 571748102 5,994 -2,147 -26.37 643 -8.66 0.0353
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS Stock 571748102 8,141 -304 -3.60 704 -25.11 0.0461
2020-02-04 2019-12-31 13F MARSH & MCLENNAN COS Stock 571748102 8,445 7,589 886.57 940 1,005.88 0.0494
2019-11-04 2019-09-30 13F MARSH & MCLENNAN COS Stock 571748102 856 0 0.00 85 0.00 0.0052
2019-08-01 2019-06-30 13F MARSH & MCLENNAN COS Stock 571748102 856 450 110.84 85 123.68 0.0052
2019-05-20 2019-03-31 13F MARSH & MCLENNAN COS Stock 571748102 406 0 0.00 38 18.75 0.0027
2019-02-15 2018-12-31 13F MARSH & MCLENNAN COS Stock 571748102 406 -73 -15.24 32 -20.00 0.0028
2018-11-02 2018-09-30 13F MARSH & MCLENNAN COS Stock 571748102 479 -38 -7.35 40 -9.09 0.0029
2018-07-27 2018-06-30 13F MARSH & MCLENNAN COS Stock 571748102 517 -2,054 -79.89 44 -79.25 0.0034
2018-04-23 2018-03-31 13F MARSH & MCLENNAN COS Stock 571748102 2,571 -765 -22.93 212 -22.06 0.0169
2018-02-08 2017-12-31 13F MARSH & MCLENNAN COS Stock 571748102 3,336 2,664 396.43 272 385.71 0.0237
2017-10-12 2017-09-30 13F MARSH & MCLENNAN COS Stock 571748102 672 -71 -9.56 56 -3.45 0.0064
2017-08-17 2017-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 743 0 0.00 58 5.45 0.0076
2017-04-28 2017-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 743 398 115.36 55 139.13 0.0080
2016-10-07 2016-09-30 13F MARSH & MCLENNAN COS Stock 571748102 345 61 21.48 23 21.05 0.0043
2016-07-27 2016-06-30 13F MARSH & MCLENNAN COS Stock 571748102 284 256 914.29 19 850.00 0.0043
2016-04-21 2016-03-31 13F MARSH & MCLENNAN COS Stock 571748102 28 0 0.00 2 0.00 0.0005
2016-01-27 2015-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 28 0 0.00 2 100.00 0.0006
2015-10-01 2015-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 28 0 0.00 1 -50.00 0.0003
2015-07-02 2015-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 28 28 2 0.0006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.