Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership3,253 shares
Latest Disclosed Value $ 564,220
Legacy Advisors, LLC reports 9.34% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 3,253 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $486,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,975 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 9.34% during the quarter. The current value of the position is $441,432 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)
2026-05-05 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,253 278 9.34 564 2.36 0.0665
2026-01-27 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,975 -876 -22.75 552 -28.99 0.0593
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,851 3,851 776 0.0958
2025-08-07 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 0 -28,826 -100.00 0 -100.00
2025-04-23 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 28,826 655 2.33 7,034 17.57 0.7240
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 28,171 -262 -0.92 5,984 -5.68 0.5806
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 28,433 640 2.30 6,343 8.32 0.6869
2024-07-30 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 27,793 1,916 7.40 5,857 9.87 0.7119
2024-04-30 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,877 -1,925 -6.92 5,330 1.20 0.6735
2024-02-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 27,802 -9,681 -25.83 5,268 -26.15 0.6785
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 37,483 914 2.50 7,133 3.71 1.1492
2023-07-20 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 36,569 3,371 10.15 6,878 24.38 1.0207
2023-05-01 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 33,198 4,000 13.70 5,529 14.45 1.0196
2023-02-01 2022-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 29,198 5,174 21.54 4,832 34.68 0.8842
2022-11-09 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 24,024 2,493 11.58 3,587 7.30 0.7922
2022-07-25 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 21,531 3,905 22.15 3,343 11.28 0.7029
2022-05-11 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 17,626 17,626 3,004 0.5833
2019-07-15 2019-06-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 0 -796 -100.00 0 -100.00
2019-04-08 2019-03-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 796 796 75 0.0467
2019-01-14 2018-12-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 0 -19,128 -100.00 0 -100.00
2018-10-18 2018-09-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 19,128 19,128 1,582 0.7790
2018-04-17 2018-03-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 0 -1,327 -100.00 0 -100.00
2018-01-26 2017-12-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 1,327 1,247 1,558.75 108 1,700.00 0.1053
2017-11-03 2017-09-30 13F/A-1 Marsh & McLennan Cos COM 571748102 80 80 -85.69 6 -83.78 0.0067
2017-11-02 2017-03-31 13F Marsh & McLennan Cos COM 571748102 0 -559 -100.00 0 -100.00
2017-11-03 2016-12-31 13F Marsh & McLennan Cos COM 571748102 559 559 37 0.0506
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.