Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership24,854 shares
Latest Disclosed Value $ 4,310,963
Beacon Pointe Advisors, LLC reports 80.47% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 24,854 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $3,719,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 13,772 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 80.47% during the quarter. The current value of the position is $3,372,688 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.

Upgrade to unlock premium data and export to Excel .

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 COS COM 571748102 24,854 11,082 80.47 4,311 68.69 0.0228
2026-02-18 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 13,772 -4,461 -24.47 2,555 -30.46 0.0179
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 18,233 4,250 30.39 3,675 20.18 0.0311
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 13,983 -86 -0.61 3,057 -10.95 0.0319
2025-05-13 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 14,069 2,632 23.01 3,433 41.33 0.0386
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 11,437 -2,004 -14.91 2,429 -18.98 0.0269
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 13,441 -2,110 -13.57 2,999 -8.49 0.0346
2024-08-12 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 15,551 -88 -0.56 3,277 1.71 0.0388
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 15,639 326 2.13 3,221 11.03 0.0358
2024-02-08 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 15,313 -253 -1.63 2,901 -2.06 0.0347
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 15,566 906 6.18 2,962 7.44 0.0369
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 14,660 -428 -2.84 2,757 9.75 0.0450
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 15,088 -72 -0.47 2,513 0.16 0.0428
2023-02-14 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 15,160 1,364 9.89 2,509 21.98 0.0487
2022-11-09 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 13,796 650 4.94 2,056 0.49 0.0460
2022-08-11 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 13,146 -13,223 -50.15 2,046 -54.47 0.0432
2022-05-17 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 26,369 12,106 84.88 4,494 81.28 0.0616
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 14,263 1,221 9.36 2,479 25.52 0.0646
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 13,042 -2,795 -17.65 1,975 -11.36 0.0487
2021-08-17 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 15,837 3,456 27.91 2,228 47.84 0.0789
2021-05-18 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 12,381 687 5.87 1,507 10.00 0.0926
2021-02-12 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 11,694 418 3.71 1,370 5.96 0.0937
2020-11-16 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,276 2,441 27.63 1,293 36.68 0.1250
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,835 -294 -3.22 946 19.90 0.0947
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,129 9,129 789 0.1257
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.