Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionFORA Capital, LLC
Latest Disclosed Ownership2,806 shares
Latest Disclosed Value $ 486,700
FORA Capital, LLC ownership in MSN / Marsh & McLennan Companies, Inc.

On May 14, 2026 - FORA Capital, LLC filed a 13F-HR form disclosing ownership of 2,806 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $419,918 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 0 shares of Marsh & McLennan Companies, Inc.. The current value of the position is $380,774 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)
2026-05-14 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,806 2,806 487 0.0357
2026-02-13 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -11,447 -100.00 0 -100.00
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,447 9,693 552.62 2,307 502.09 0.4076
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,754 -3,173 -64.40 383 -68.14 0.0426
2025-05-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,927 3,899 379.28 1,202 451.38 0.1219
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,028 -25,906 -96.18 218 -96.37 0.0250
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 26,934 -8,489 -23.96 6,009 -19.51 0.7066
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 35,423 6,287 21.58 7,464 24.38 0.9101
2024-05-02 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 29,136 -5,017 -14.69 6,001 -7.25 0.4940
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 34,153 34,153 6,471 0.5559
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -6,356 -100.00 0 -100.00
2023-02-08 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,356 -7,984 -55.68 1,052 52,450.00 0.1697
2022-11-14 2022-09-30 13F MARSH & MCLENNAN CO INC CMN COM 571748102 14,340 4,714 48.97 2 100.00 0.4108
2022-08-11 2022-06-30 13F MARSH & MCLENNAN CO INC CMN COM 571748102 9,626 9,626 1 0.2972
2022-05-12 2022-03-31 13F MARSH & MCLENNAN CO INC CMN COM 571748102 0 -4,951 -100.00 0 0.0000
2022-02-11 2021-12-31 13F MARSH & MCLENNAN CO INC CMN COM 571748102 4,951 4,951 1 0.3341
2021-08-16 2021-06-30 13F MARSH & MCLENNAN CO INC CMN COM 571748102 0 -9,497 -100.00 0 -100.00
2021-05-17 2021-03-31 13F MARSH & MCLENNAN CO INC CMN COM 571748102 9,497 9,497 1,157 0.3799
2021-02-12 2020-12-31 13F MARSH & MCLENNAN CO INC CMN COM 571748102 0 -8,371 -100.00 0 -100.00
2020-11-13 2020-09-30 13F MARSH & MCLENNAN CO INC CMN COM 571748102 8,371 6,220 289.17 960 315.58 0.6294
2020-08-14 2020-06-30 13F MARSH & MCLENNAN CO INC CMN COM 571748102 2,151 -187 -8.00 231 14.36 0.0791
2020-05-15 2020-03-31 13F MARSH & MCLENNAN CO INC CMN COM 571748102 2,338 -8,013 -77.41 202 -82.48 0.0436
2020-02-14 2019-12-31 13F MARSH & MCLENNAN CO INC CMN COM 571748102 10,351 10,351 1,153 0.1162
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.