Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionCi Investments Inc.
Latest Disclosed Ownership23,721 shares
Latest Disclosed Value $ 4,114,407
Ci Investments Inc. reports 2.11% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 13, 2026 - Ci Investments Inc. filed a 13F-HR form disclosing ownership of 23,721 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $3,549,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 23,231 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 2.11% during the quarter. The current value of the position is $3,218,940 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)
2026-05-13 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 23,721 490 2.11 4,114 -4.53 0.0140
2026-02-12 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 23,231 9,680 71.43 4,310 215,350.00 0.0189
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 13,551 -38,682 -74.06 3 -81.82 0.0099
2025-08-12 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 52,233 -684 -1.29 11 -8.33 0.0428
2025-05-13 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 52,917 -3,329 -5.92 13 9.09 0.0544
2025-02-12 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 56,246 4,046 7.75 12 0.00 0.0450
2024-11-12 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 52,200 16,052 44.41 12 57.14 0.0443
2024-08-12 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 36,148 -19,286 -34.79 8 -36.36 0.0300
2024-05-13 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 55,434 -2,495 -4.31 11 10.00 0.0453
2024-02-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 57,929 4,690 8.81 11 0.00 0.0568
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 53,239 -1,780 -3.24 10 0.00 0.0565
2023-08-11 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 55,019 -1,951 -3.42 10 11.11 0.0522
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 56,970 -3,948 -6.48 9 -10.00 0.0477
2023-02-10 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 60,918 167 0.27 10 -99.89 0.0510
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 60,751 55,843 1,137.80 9,070 1,090.29 0.0471
2022-08-12 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,908 -1,953 -28.47 762 -34.82 0.0036
2022-05-12 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,861 -2,493 -26.65 1,169 -28.11 0.0043
2022-02-11 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,354 -2,744 -22.68 1,626 -11.24 0.0056
2021-11-12 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,098 -140 -1.14 1,832 6.39 0.0068
2021-08-13 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,238 4,338 54.91 1,722 79.00 0.0063
2021-05-13 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,900 -2,935 -27.09 962 -24.13 0.0041
2021-02-09 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,835 6,414 145.08 1,268 150.10 0.0056
2020-11-09 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,421 3,317 300.45 507 326.05 0.0025
2020-08-07 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,104 -140,738 -99.22 119 -99.03 0.0006
2020-08-07 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 141,842 -45,152 -24.15 12,264 -41.13 0.0744
2020-02-11 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 186,994 -24,861 -11.73 20,833 -1.71 0.1058
2019-11-08 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 211,855 81,855 62.97 21,196 63.45 0.1095
2019-08-12 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 130,000 -10,000 -7.14 12,968 -1.35 0.0722
2019-05-15 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 140,000 140,000 13,146 0.0737
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.