Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership3,713 shares
Latest Disclosed Value $ 644,020
Aries Wealth Management reports 3.03% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 3,713 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $555,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,829 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -3.03% during the quarter. The current value of the position is $513,137 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)
2026-05-14 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,713 -116 -3.03 644 -9.30 0.1416
2026-01-30 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,829 -4 -0.10 710 -8.03 0.1573
2025-11-10 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,833 -4 -0.10 772 -7.88 0.1828
2025-07-28 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,837 0 0.00 839 -10.47 0.2192
2025-04-17 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,837 -1,762 -31.47 936 -21.28 0.2542
2025-01-30 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,599 -8 -0.14 1,189 -4.88 0.3274
2024-10-31 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,607 0 0.00 1,251 5.84 0.3438
2024-07-25 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,607 -339 -5.70 1,182 -3.51 0.3723
2024-05-03 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,946 51 0.87 1,225 9.68 0.3947
2024-01-10 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,895 109 1.88 1,117 0.27 0.3983
2023-10-19 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,786 250 4.52 1,114 6.92 0.4360
2023-07-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,536 0 0.00 1,041 12.91 0.4037
2023-04-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,536 0 0.00 922 0.66 0.3781
2023-01-19 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,536 -375 -6.34 916 -4.08 0.3949
2022-11-02 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,911 0 0.00 955 4.03 0.4227
2022-07-27 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,911 5,911 918 0.4168
2022-04-23 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -5,991 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 5,991 -455 -7.06 1,041 6.66 0.3967
2022-01-18 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 41,937 35,491 7,289 0.3989
2021-10-13 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,446 -245 -3.66 976 3.72 0.4129
2021-07-14 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,691 0 0.00 941 12.16 0.4025
2021-04-20 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,691 1,538 29.85 839 43.42 0.3769
2021-01-22 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,153 130 2.59 585 1.56 0.2923
2020-10-14 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,023 0 0.00 576 6.86 0.3269
2020-07-09 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,023 45 0.90 539 30.83 0.3290
2020-04-09 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,978 -500 -9.13 412 -32.79 0.3141
2020-01-13 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,478 0 0.00 613 15.23 0.3742
2019-10-22 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,478 0 0.00 532 -5.51 0.3538
2019-07-15 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,478 0 0.00 563 9.53 0.3936
2019-04-09 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,478 -550 -9.12 514 6.86 0.3843
2019-01-15 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,028 0 0.00 481 -3.61 0.5101
2018-11-14 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,028 0 0.00 499 -0.60 0.4481
2018-08-07 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,028 0 0.00 502 1.83 0.4641
2018-04-17 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,028 0 0.00 493 -0.40 0.4776
2018-02-05 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,028 6,028 495 0.4558
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.