Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership15 shares
Latest Disclosed Value $ 2,602
Creative Financial Designs Inc /adv reports 34.78% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 15 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $2,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 23 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -34.78% during the quarter. The current value of the position is $2,073 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)
2026-04-13 2026-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 15 -8 -34.78 3 -50.00 0.0002
2026-02-06 2025-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 23 -23 -50.00 4 -55.56 0.0003
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 46 -2 -4.17 9 -10.00 0.0006
2025-08-04 2025-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 48 -22 -31.43 10 -41.18 0.0008
2025-04-23 2025-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 70 13 22.81 17 41.67 0.0014
2025-02-10 2024-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 57 0 0.00 12 0.00 0.0010
2024-10-28 2024-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 57 37 185.00 13 200.00 0.0011
2024-08-06 2024-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 20 0 0.00 4 0.00 0.0004
2024-05-01 2024-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 20 20 4 0.0004
2023-04-25 2023-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 0 -61 -100.00 0 -100.00
2023-02-01 2022-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 61 0 0.00 10 11.11 0.0015
2022-11-01 2022-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 61 0 0.00 9 0.00 0.0015
2022-08-01 2022-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 61 -11 -15.28 9 -25.00 0.0015
2022-04-15 2022-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 72 -29 -28.71 12 -33.33 0.0018
2022-01-26 2021-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 101 -1,916 -94.99 18 -94.10 0.0027
2021-10-08 2021-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,017 39 1.97 305 9.71 0.0505
2021-07-27 2021-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,978 -2,837 -58.92 278 -52.56 0.0482
2021-04-19 2021-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 4,815 4,804 43,672.73 586 58,500.00 0.1146
2021-01-08 2020-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 11 0 0.00 1 0.00 0.0002
2020-10-06 2020-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 11 0 0.00 1 0.00 0.0002
2020-07-23 2020-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 11 11 1 0.0003
2020-01-17 2019-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 0 -23 -100.00 0 -100.00
2019-10-23 2019-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 23 23 2 0.0011
2018-05-02 2017-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 0 -2 -100.00 0 0.0000
2018-03-14 2016-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2 2 0 0.0000
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.