Csenge Advisory Group reports 12.51% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

Marsh & McLennan Companies, Inc.

DE ˙ DB ˙ US5717481023

135,70 € ↓ -3,10 (-2,23%)

2026-06-03
AKTIENPREIS

Security	DE:MSN / Marsh & McLennan Companies, Inc.
Institution	Csenge Advisory Group
Latest Disclosed Ownership	2,259 shares
Latest Disclosed Value	$ 391,738

On April 30, 2026 - Csenge Advisory Group filed a 13F-HR form disclosing ownership of 2,259 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $338,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,582 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -12.51% during the quarter. The current value of the position is $306,546 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-30	2026-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	2,259	-323	-12.51	392	-18.37	0.0179
2026-02-06	2025-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	2,582	-75	-2.82	479	-10.47	0.0217
2025-10-28	2025-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	2,657	-1,773	-40.02	535	-48.26	0.0256
2025-08-06	2025-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	4,430	-224	-4.81	1,035	0.98	0.0545
2025-05-05	2025-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	4,654	-56	-1.19	1,024	2.40	0.0581
2025-01-30	2024-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	4,710	-103	-2.14	1,001	-7.66	0.0543
2024-11-13	2024-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	4,813	-295	-5.78	1,083	0.65	0.0565
2024-07-10	2024-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	5,108	1,299	34.10	1,076	37.24	0.0611
2024-05-03	2024-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	3,809	132	3.59	785	12.64	0.0439
2024-02-13	2023-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	3,677	868	30.90	697	30.34	0.0434
2023-11-01	2023-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	2,809	151	5.68	534	7.01	0.0364
2023-07-20	2023-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	2,658	-10	-0.37	500	12.39	0.0335
2023-05-01	2023-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	2,668	-39	-1.44	444	-0.89	0.0321
2023-02-10	2022-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	2,707	-158	-5.51	448		0.0347
2022-10-04	2022-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	2,865	-1,570	-35.40	0		0.0355
2022-07-27	2022-06-30	13F	MARSH MCLENNAN COS	COM	571748102	4,435	117	2.71	1		0.0577
2022-05-09	2022-03-31	13F	MARSH MCLENNAN COS	COM	571748102	4,318	51	1.20	1		0.0583
2022-02-10	2021-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	4,267	-50	-1.16	1		0.0540
2021-10-20	2021-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	4,317	50	1.17	1		0.0560
2021-07-21	2021-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	4,267	-100	-2.29	1		0.0539
2021-04-28	2021-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	4,367	-162	-3.58	1		0.0565
2021-01-26	2020-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	4,529	-36	-0.79	1		0.0633
2020-11-09	2020-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	4,565	30	0.66	1	-100.00	0.0718
2020-07-17	2020-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	4,535	1,366	43.11	487	77.74	0.0699
2020-04-21	2020-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	3,169	-231	-6.79	274	-27.70	0.0720
2020-02-05	2019-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	3,400	-391	-10.31	379	0.00	0.0963
2019-11-14	2019-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	3,791	1,477	63.83	379	64.07	0.1039
2019-07-30	2019-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	2,314	-8	-0.34	231	5.96	0.0786
2019-05-07	2019-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	2,322	-652	-21.92	218	-8.02	0.0747
2019-02-07	2018-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	2,974	87	3.01	237	-5.20	0.0869
2018-11-19	2018-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	2,887	-586	-16.87	250	-12.28	0.0971
2018-08-10	2018-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	3,473	16	0.46	285	-0.35	0.1047
2018-05-10	2018-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	3,457	91	2.70	286	4.38	0.0993
2018-02-15	2017-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	3,366	3,366		274		0.0980

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.