Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionJlb & Associates Inc
Latest Disclosed Ownership52,435 shares
Latest Disclosed Value $ 9,094,791
Jlb & Associates Inc reports 6.43% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 4, 2026 - Jlb & Associates Inc filed a 13F-HR form disclosing ownership of 52,435 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $7,846,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 56,041 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -6.43% during the quarter. The current value of the position is $7,115,429 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)
2026-05-04 2026-03-31 13F MARSH COM 571748102 52,435 -3,606 -6.43 9,095 -12.52 1.3059
2026-02-03 2025-12-31 13F MARSH & MC LENNAN COM 571748102 56,041 -1,475 -2.56 10,397 -10.31 1.4026
2025-10-30 2025-09-30 13F MARSH & MC LENNAN COM 571748102 57,516 648 1.14 11,591 -6.77 1.5244
2025-07-17 2025-06-30 13F MARSH & MC LENNAN COM 571748102 56,868 -4,001 -6.57 12,434 -16.29 1.7338
2025-04-17 2025-03-31 13F MARSH & MC LENNAN COM 571748102 60,869 -2,885 -4.53 14,854 9.69 2.0714
2025-02-03 2024-12-31 13F MARSH & MC LENNAN COM 571748102 63,754 -2,482 -3.75 13,542 -8.36 1.8384
2024-10-02 2024-09-30 13F MARSH & MC LENNAN COM 571748102 66,236 -1,380 -2.04 14,777 3.71 1.9013
2024-07-18 2024-06-30 13F MARSH & MC LENNAN COM 571748102 67,616 -628 -0.92 14,248 1.37 1.9236
2024-04-30 2024-03-31 13F MARSH & MC LENNAN COM 571748102 68,244 -1,838 -2.62 14,057 5.86 1.8694
2024-01-22 2023-12-31 13F MARSH & MC LENNAN COM 571748102 70,082 -1,365 -1.91 13,278 -2.34 1.9084
2023-11-01 2023-09-30 13F MARSH & MC LENNAN COM 571748102 71,447 -7,862 -9.91 13,596 -8.85 2.1317
2023-07-20 2023-06-30 13F MARSH & MC LENNAN COM 571748102 79,309 -1,550 -1.92 14,916 10.76 2.1249
2023-04-25 2023-03-31 13F MARSH & MC LENNAN COM 571748102 80,859 2,408 3.07 13,467 112,125.00 2.0265
2023-01-26 2022-12-31 13F MARSH & MC LENNAN COM 571748102 78,451 -3,449 -4.21 13 -99.90 2.0687
2022-10-19 2022-09-30 13F MARSH & MC LENNAN COM 571748102 81,900 -284 -0.35 12,226 -4.18 2.1687
2022-07-19 2022-06-30 13F/A-1 MARSH & MC LENNAN COM 571748102 82,184 -2,666 -3.14 12,759 -11.76 2.1740
2022-07-19 2022-06-30 13F MARSH & MC LENNAN COM 571748102 82,184 -2,666 12,759 2.1740
2022-04-08 2022-03-31 13F MARSH & MC LENNAN COM 571748102 84,850 888 1.06 14,460 -0.92 2.1619
2022-01-26 2021-12-31 13F MARSH & MC LENNAN COM 571748102 83,962 -756 -0.89 14,594 13.77 2.0708
2021-11-10 2021-09-30 13F MARSH & MC LENNAN COM 571748102 84,718 -7,393 -8.03 12,828 -1.00 2.0367
2021-07-29 2021-06-30 13F MARSH & MC LENNAN COM 571748102 92,111 -74 -0.08 12,958 15.41 2.0184
2021-05-13 2021-03-31 13F MARSH & MC LENNAN COM 571748102 92,185 -2,362 -2.50 11,228 1.51 1.8470
2021-01-28 2020-12-31 13F MARSH & MC LENNAN COM 571748102 94,547 2,059 2.23 11,061 4.27 1.8353
2020-10-16 2020-09-30 13F MARSH & MC LENNAN COM 571748102 92,488 202 0.22 10,608 7.06 1.9504
2020-07-13 2020-06-30 13F MARSH & MC LENNAN COM 571748102 92,286 -2,122 -2.25 9,908 21.39 1.9780
2020-05-19 2020-03-31 13F MARSH & MC LENNAN COM 571748102 94,408 -2,525 -2.60 8,162 -24.42 1.9361
2020-02-10 2019-12-31 13F MARSH & MC LENNAN COM 571748102 96,933 -267 -0.27 10,799 11.06 1.9840
2019-10-29 2019-09-30 13F MARSH & MC LENNAN COM 571748102 97,200 413 0.43 9,724 0.73 1.9263
2019-08-05 2019-06-30 13F MARSH & MC LENNAN COM 571748102 96,787 1,988 2.10 9,654 8.46 1.9521
2019-04-30 2019-03-31 13F MARSH & MC LENNAN COM 571748102 94,799 4,457 4.93 8,901 23.56 1.8771
2019-01-11 2018-12-31 13F MARSH & MC LENNAN COM 571748102 90,342 5,257 6.18 7,204 2.36 1.7559
2018-10-10 2018-09-30 13F MARSH & MC LENNAN COM 571748102 85,085 5,169 6.47 7,038 7.45 1.5071
2018-07-09 2018-06-30 13F MARSH & MC LENNAN COM 571748102 79,916 74,196 1,297.13 6,550 1,287.71 1.3942
2018-04-23 2018-03-31 13F MARSH & MC LENNAN COM 571748102 5,720 5,720 472 0.1016
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.