Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership83,148 shares
Latest Disclosed Value $ 14,421,959
Segment Wealth Management, LLC reports 6.96% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 83,148 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $12,443,098 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 77,735 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 6.96% during the quarter. The current value of the position is $11,283,184 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 83,148 5,413 6.96 14,422 0.00 0.8462
2026-01-29 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 77,735 -1,233 -1.56 14,421 -9.38 0.8363
2025-10-20 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 78,968 932 1.19 15,914 -6.72 0.9538
2025-07-21 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 78,036 -1,003 -1.27 17,062 -11.54 1.0829
2025-04-22 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 79,039 -667 -0.84 19,288 13.92 1.3049
2025-01-17 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 79,706 437 0.55 16,930 -4.26 1.1541
2024-10-22 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 79,269 350 0.44 17,684 6.34 1.2153
2024-07-23 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 78,919 851 1.09 16,630 3.41 1.2269
2024-04-24 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 78,068 2,891 3.85 16,080 12.90 1.2219
2024-01-26 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 75,177 1,977 2.70 14,244 2.25 1.2580
2023-10-25 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 73,200 872 1.21 13,930 2.40 1.4160
2023-08-22 2023-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 72,328 -1,482 -2.01 13,603 10.66 1.3989
2023-07-21 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 72,328 -1,482 13,603 1.4123
2023-04-20 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 73,810 468 0.64 12,293 1.29 1.3906
2023-01-13 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 73,342 1,480 2.06 12,137 13.12 1.4051
2022-10-24 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 71,862 1,318 1.87 10,728 -2.05 1.3395
2022-07-20 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 70,544 3,677 5.50 10,952 -3.89 1.3901
2022-04-25 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 66,867 4,186 6.68 11,395 4.59 1.1742
2022-01-24 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 62,681 -858 -1.35 10,895 13.23 1.1427
2021-10-19 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 63,539 438 0.69 9,622 8.39 1.1420
2021-07-20 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 63,101 1,927 3.15 8,877 19.14 1.0534
2021-05-10 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 61,174 2,221 3.77 7,451 8.02 0.9881
2021-01-27 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 58,953 -2,418 -3.94 6,898 -2.00 0.9958
2020-10-27 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 61,371 -273 -0.44 7,039 6.35 1.1431
2020-07-15 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 61,644 625 1.02 6,619 25.45 1.2239
2020-04-24 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 61,019 3,347 5.80 5,276 -17.88 1.1755
2020-01-23 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 57,672 -1,035 -1.76 6,425 9.38 1.0850
2019-10-22 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 58,707 1,194 2.08 5,874 2.39 1.1492
2019-07-29 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 57,513 1,576 2.82 5,737 9.21 1.1670
2019-04-30 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 55,937 640 1.16 5,253 19.12 1.1127
2019-01-31 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 55,297 1,509 2.81 4,410 -0.88 1.1125
2018-11-07 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 53,788 454 0.85 4,449 1.76 0.9693
2018-07-17 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 53,334 584 1.11 4,372 0.34 1.0312
2018-04-27 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 52,750 1,496 2.92 4,357 4.43 1.0835
2018-01-22 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 51,254 432 0.85 4,172 -2.04 1.0084
2017-10-26 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 50,822 658 1.31 4,259 8.90 1.1298
2017-08-11 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 50,164 2,017 4.19 3,911 20.19 1.0772
2017-02-06 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 48,147 391 0.82 3,254 1.31 1.1938
2016-10-26 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 47,756 2,049 4.48 3,212 2.65 1.2643
2016-08-09 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 45,707 -7,095 -13.44 3,129 -2.52 1.2915
2016-05-11 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 52,802 709 1.36 3,210 11.11 1.1984
2016-02-08 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 52,093 1,507 2.98 2,889 9.35 1.0953
2015-10-23 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 50,586 3,079 6.48 2,642 -1.93 1.0100
2015-07-21 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 47,507 1 0.00 2,694 1.09 0.9354
2015-04-28 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 47,506 47,506 0.00 2,665 0.8903
2015-01-28 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -39,413 -100.00 0 -100.00
2014-10-28 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 39,413 1,780 4.73 2,063 5.79 0.7881
2014-07-28 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 37,633 1,938 5.43 1,950 10.80 0.7550
2014-04-25 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 35,695 4,551 14.61 1,760 16.87 0.8183
2014-01-17 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 31,144 2,088 7.19 1,506 19.05 0.7428
2013-10-17 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 29,056 -110 -0.38 1,265 8.68 0.6887
2013-07-31 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 29,166 29,166 1,164 0.6964
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.