Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionFulton Bank, N.a.
Latest Disclosed Ownership3,353 shares
Latest Disclosed Value $ 581,577
Fulton Bank, N.a. reports 8.06% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 24, 2026 - Fulton Bank, N.a. filed a 13F-HR form disclosing ownership of 3,353 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $501,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,647 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -8.06% during the quarter. The current value of the position is $455,002 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)
2026-04-24 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,353 -294 -8.06 582 -14.05 0.0114
2026-01-08 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,647 377 11.53 677 2.58 0.0234
2025-10-21 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,270 -125 -3.68 659 -11.19 0.0230
2025-07-10 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,395 -382 -10.11 742 -19.44 0.0274
2025-04-09 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,777 -15 -0.40 922 14.41 0.0372
2025-01-08 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,792 -78 -2.02 805 -6.72 0.0311
2024-10-07 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,870 33 0.86 863 6.81 0.0330
2024-07-09 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,837 -342 -8.18 809 -6.05 0.0327
2024-04-10 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,179 -95 -2.22 861 6.30 0.0353
2024-01-24 2023-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 4,274 -143 -3.24 810 -3.69 0.0365
2024-01-04 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,274 -143 810 0.0197
2023-10-04 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,417 441 11.09 841 12.45 0.0419
2023-07-06 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,976 243 6.51 748 20.29 0.0366
2023-04-06 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,733 93 2.55 622 2.99 0.0326
2023-01-05 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,640 921 33.87 1 -100.00 0.0339
2022-10-04 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,719 258 10.48 406 6.28 0.0242
2022-07-07 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,461 -247 -9.12 382 -17.14 0.0213
2022-04-05 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,708 29 1.08 461 -0.86 0.0216
2022-01-05 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,679 -15 -0.56 465 13.97 0.0204
2021-10-05 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,694 0 0.00 408 7.65 0.0190
2021-07-06 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,694 -402 -12.98 379 0.53 0.0177
2021-04-05 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,096 -1,020 -24.78 377 -21.62 0.0190
2021-01-07 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,116 -1,344 -24.62 481 -23.29 0.0259
2020-10-06 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,460 374 7.35 627 14.84 0.0385
2020-07-06 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,086 669 15.15 546 42.93 0.0360
2020-04-03 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,417 1,082 32.44 382 2.96 0.0305
2020-01-24 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,335 0 0.00 371 11.08 0.0231
2019-10-03 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,335 0 0.00 334 0.60 0.0226
2019-07-03 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,335 0 0.00 332 5.73 0.0224
2019-04-03 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,335 0 0.00 314 18.05 0.0220
2019-01-03 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,335 -205 -5.79 266 -9.22 0.0212
2018-10-03 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,540 -550 -13.45 293 -12.80 0.0192
2018-07-10 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,090 390 10.54 336 9.80 0.0233
2018-05-02 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,700 245 7.09 306 8.90 0.0214
2018-01-04 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,455 720 26.33 281 22.17 0.0199
2017-10-04 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,735 85 3.21 230 11.11 0.0171
2017-07-11 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,650 -63 -2.32 207 2.99 0.0161
2017-04-06 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,713 2,713 201 0.0165
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.