Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionSfmg, Llc
Latest Disclosed Ownership3,963 shares
Latest Disclosed Value $ 687,334
Sfmg, Llc reports 0.50% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 3,963 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $593,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,983 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -0.50% during the quarter. The current value of the position is $537,779 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)
2026-05-12 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,963 -20 -0.50 687 -6.91 0.0464
2026-02-10 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,983 32 0.81 739 -7.29 0.0495
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,951 -1 -0.03 796 -7.87 0.0552
2025-08-12 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,952 -84 -2.08 864 -12.20 0.0649
2025-05-09 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,036 67 1.69 985 16.73 0.0777
2025-02-11 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,969 4 0.10 843 -4.64 0.0665
2024-11-25 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,965 19 0.48 885 6.38 0.0717
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,946 -380 -8.78 831 -6.73 0.0723
2024-05-07 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,326 14 0.32 891 9.19 0.0766
2024-01-30 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,312 -673 -13.50 817 -13.92 0.0757
2023-11-06 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,985 -79 -1.56 949 -0.42 0.0975
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,064 -496 -8.92 952 2.81 0.0980
2023-05-01 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,560 15 0.27 926 0.98 0.0997
2023-01-25 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,545 -21 -0.38 918 8.39 0.1018
2022-10-20 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,566 672 13.73 846 11.32 0.0987
2022-08-08 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,894 4 0.08 760 -8.76 0.0882
2022-04-21 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,890 64 1.33 833 -0.72 0.0824
2022-01-31 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,826 0 0.00 839 14.77 0.0815
2021-11-01 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,826 -45 -0.92 731 6.72 0.0811
2021-08-06 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,871 268 5.82 685 22.10 0.0761
2021-05-03 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,603 -135 -2.85 561 1.26 0.0650
2021-02-02 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,738 0 0.00 554 2.03 0.0702
2020-11-12 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,738 0 0.00 543 6.68 0.0749
2020-08-03 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,738 0 0.00 509 24.15 0.0725
2020-05-08 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,738 -943 -16.60 410 -35.23 0.0615
2020-02-05 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,681 12 0.21 633 11.64 0.0774
2019-11-12 2019-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 5,669 13 0.23 567 -2.07 0.0768
2019-10-29 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,669 13 567 0.0768
2019-08-05 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,656 12 0.21 579 9.25 0.0786
2019-05-13 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,644 2,718 92.89 530 127.47 0.0766
2019-02-12 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,926 21 0.72 233 -4.90 0.0377
2018-11-15 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,905 0 0.00 245 2.94 0.0377
2018-08-08 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,905 0 0.00 238 -0.83 0.0386
2018-05-10 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,905 0 0.00 240 1.69 0.0407
2018-02-09 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,905 0 0.00 236 -2.88 0.0392
2017-11-07 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,905 0 0.00 243 7.52 0.0475
2017-08-07 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,905 2,905 226 0.0469
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.