Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionDefined Wealth Management, Llc
Latest Disclosed Ownership3,197 shares
Latest Disclosed Value $ 554,520
Defined Wealth Management, Llc reports 1.27% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 17, 2026 - Defined Wealth Management, Llc filed a 13F-HR form disclosing ownership of 3,197 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $478,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,157 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 1.27% during the quarter. The current value of the position is $433,833 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)
2026-04-17 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,197 40 1.27 555 -5.30 0.3248
2026-01-15 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,157 10 0.32 586 -7.73 0.3376
2025-10-07 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,147 -55 -1.72 634 -9.43 0.3682
2025-07-09 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,202 4 0.13 700 -10.26 0.4331
2025-04-16 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,198 47 1.49 780 16.59 0.5246
2025-01-15 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,151 5 0.16 669 -4.56 0.4434
2024-10-31 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,146 15 0.48 702 6.37 0.4558
2024-08-05 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,131 16 0.51 660 2.81 0.4589
2024-04-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,115 -3 -0.10 642 8.64 0.4609
2024-01-09 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,118 5 0.16 591 -0.34 0.4524
2023-10-24 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,113 16 0.52 592 1.72 0.5053
2023-07-28 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,097 2 0.06 582 13.01 0.4914
2023-04-21 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 515 0.59 0.4813
2023-01-23 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 512 10.82 0.4811
2022-10-13 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 462 -3.75 0.5033
2022-07-25 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 480 -8.92 0.4920
2022-04-18 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 527 -2.04 0.4633
2022-01-19 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 538 14.71 0.4399
2021-10-21 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 469 7.82 0.4158
2021-07-20 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 435 15.38 0.3866
2021-05-18 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,095 0 0.00 377 4.14 0.3574
2021-03-09 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,095 3,095 362 0.3572
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.