Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
PREZZO DELLE AZIONI
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership4,076 shares
Latest Disclosed Value $ 707,000
Mutual Advisors, LLC reports 3.35% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 4,076 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $609,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 3,944 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 3.35% during the quarter. The current value of the position is $553,113 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)
2026-05-01 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,076 132 3.35 707 -3.28 0.0151
2026-02-02 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,944 -481 -10.87 732 -12.14 0.0157
2025-11-04 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,425 738 20.02 832 7.35 0.0183
2025-07-28 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,687 118 3.31 776 -0.90 0.0194
2025-04-28 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,569 477 15.43 782 17.07 0.0224
2025-01-17 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,092 211 7.32 669 4.38 0.0194
2024-10-25 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,881 356 14.10 641 15.52 0.0187
2024-07-30 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,525 240 10.50 555 17.87 0.0167
2024-05-02 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,285 30 1.33 471 10.07 0.0151
2024-01-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,255 -120 -5.05 427 -5.53 0.0149
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,375 -119 -4.77 452 -3.62 0.0176
2023-07-31 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,494 -797 -24.22 469 -14.42 0.0178
2023-04-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,291 1,338 68.51 548 69.66 0.0225
2023-01-12 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,953 183 10.34 323 22.35 0.0145
2022-11-03 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,770 1,770 264 0.0136
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 0 -1,186 -100.00 0 -100.00
2022-05-09 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,186 31 2.68 202 0.50 0.0113
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,155 1,155 201 0.0106
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.